{"id":302147,"date":"2025-07-11T22:46:06","date_gmt":"2025-07-11T22:46:06","guid":{"rendered":"https:\/\/pocketoption.com\/blog\/news-events\/data\/textile-stock-2\/"},"modified":"2025-07-11T22:46:06","modified_gmt":"2025-07-11T22:46:06","slug":"textile-stock","status":"publish","type":"post","link":"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/","title":{"rendered":"C\u1ed5 phi\u1ebfu d\u1ec7t may: 5 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 hi\u1ec7u qu\u1ea3 n\u0103m 2025"},"content":{"rendered":"<div id=\"root\"><div id=\"wrap-img-root\"><\/div><\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":50,"featured_media":193299,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[20],"tags":[28,39,45],"class_list":["post-302147","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-trading","tag-investment","tag-platform","tag-stock"],"acf":{"h1":"Pocket Option: B\u00ed quy\u1ebft \u0111\u1ec3 t\u0103ng tr\u01b0\u1edfng b\u1ec1n v\u1eefng trong \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu d\u1ec7t may","h1_source":{"label":"H1","type":"text","formatted_value":"Pocket Option: B\u00ed quy\u1ebft \u0111\u1ec3 t\u0103ng tr\u01b0\u1edfng b\u1ec1n v\u1eefng trong \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu d\u1ec7t may"},"description":"C\u1ed5 phi\u1ebfu d\u1ec7t may - Kh\u00e1m ph\u00e1 7 ph\u00e2n t\u00edch \u0111\u1ed9c quy\u1ec1n v\u00e0 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 \u0111\u1ec3 t\u0103ng l\u1ee3i nhu\u1eadn l\u00ean 35% cho ng\u00e0nh d\u1ec7t may Vi\u1ec7t Nam v\u1edbi Pocket Option","description_source":{"label":"Description","type":"textarea","formatted_value":"C\u1ed5 phi\u1ebfu d\u1ec7t may - Kh\u00e1m ph\u00e1 7 ph\u00e2n t\u00edch \u0111\u1ed9c quy\u1ec1n v\u00e0 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 \u0111\u1ec3 t\u0103ng l\u1ee3i nhu\u1eadn l\u00ean 35% cho ng\u00e0nh d\u1ec7t may Vi\u1ec7t Nam v\u1edbi Pocket Option"},"intro":"Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n d\u1ec7t may Vi\u1ec7t Nam \u0111ang m\u1edf ra c\u01a1 h\u1ed9i l\u1ee3i nhu\u1eadn 15-20% v\u00e0o n\u0103m 2025, nh\u01b0ng \u0111i k\u00e8m v\u1edbi r\u1ee7i ro bi\u1ebfn \u0111\u1ed9ng 7-12%. B\u00e0i vi\u1ebft n\u00e0y cung c\u1ea5p ph\u00e2n t\u00edch chuy\u00ean s\u00e2u v\u1ec1 5 xu h\u01b0\u1edbng ch\u00ednh c\u1ee7a ng\u00e0nh, 3 y\u1ebfu t\u1ed1 quy\u1ebft \u0111\u1ecbnh gi\u00e1 c\u1ed5 phi\u1ebfu, v\u00e0 4 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 hi\u1ec7u qu\u1ea3 d\u00e0nh ri\u00eang cho th\u1ecb tr\u01b0\u1eddng Vi\u1ec7t Nam, gi\u00fap b\u1ea1n \u0111\u01b0a ra quy\u1ebft \u0111\u1ecbnh \u0111\u1ea7u t\u01b0 ch\u00ednh x\u00e1c trong m\u00f4i tr\u01b0\u1eddng c\u1ea1nh tranh to\u00e0n c\u1ea7u ng\u00e0y c\u00e0ng kh\u1ed1c li\u1ec7t.","intro_source":{"label":"Intro","type":"text","formatted_value":"Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n d\u1ec7t may Vi\u1ec7t Nam \u0111ang m\u1edf ra c\u01a1 h\u1ed9i l\u1ee3i nhu\u1eadn 15-20% v\u00e0o n\u0103m 2025, nh\u01b0ng \u0111i k\u00e8m v\u1edbi r\u1ee7i ro bi\u1ebfn \u0111\u1ed9ng 7-12%. B\u00e0i vi\u1ebft n\u00e0y cung c\u1ea5p ph\u00e2n t\u00edch chuy\u00ean s\u00e2u v\u1ec1 5 xu h\u01b0\u1edbng ch\u00ednh c\u1ee7a ng\u00e0nh, 3 y\u1ebfu t\u1ed1 quy\u1ebft \u0111\u1ecbnh gi\u00e1 c\u1ed5 phi\u1ebfu, v\u00e0 4 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 hi\u1ec7u qu\u1ea3 d\u00e0nh ri\u00eang cho th\u1ecb tr\u01b0\u1eddng Vi\u1ec7t Nam, gi\u00fap b\u1ea1n \u0111\u01b0a ra quy\u1ebft \u0111\u1ecbnh \u0111\u1ea7u t\u01b0 ch\u00ednh x\u00e1c trong m\u00f4i tr\u01b0\u1eddng c\u1ea1nh tranh to\u00e0n c\u1ea7u ng\u00e0y c\u00e0ng kh\u1ed1c li\u1ec7t."},"body_html":"<div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>T\u1ed5ng quan v\u1ec1 Th\u1ecb tr\u01b0\u1eddng Ch\u1ee9ng kho\u00e1n D\u1ec7t may Vi\u1ec7t Nam 2025<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Ng\u00e0nh d\u1ec7t may \u0111\u00f3ng vai tr\u00f2 then ch\u1ed1t trong n\u1ec1n kinh t\u1ebf Vi\u1ec7t Nam, chi\u1ebfm 16% t\u1ed5ng kim ng\u1ea1ch xu\u1ea5t kh\u1ea9u v\u00e0 t\u1ea1o vi\u1ec7c l\u00e0m cho 2,7 tri\u1ec7u lao \u0111\u1ed9ng. Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n d\u1ec7t may do \u0111\u00f3 \u0111\u00e3 tr\u1edf th\u00e0nh m\u1ea3nh \u0111\u1ea5t m\u00e0u m\u1ee1 cho c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0, v\u1edbi t\u1ed5ng v\u1ed1n h\u00f3a \u0111\u1ea1t 78.500 t\u1ef7 VND (t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 3,2 t\u1ef7 USD) t\u00ednh \u0111\u1ebfn qu\u00fd 1\/2025.<\/p><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>D\u1eef li\u1ec7u t\u1eeb Hi\u1ec7p h\u1ed9i D\u1ec7t may Vi\u1ec7t Nam (VITAS) cho th\u1ea5y ng\u00e0nh d\u1ec7t may Vi\u1ec7t Nam \u0111\u00e3 xu\u1ea5t kh\u1ea9u 42,7 t\u1ef7 USD trong n\u0103m 2024, t\u0103ng 2,15% so v\u1edbi n\u0103m 2023. D\u1ef1 b\u00e1o xu\u1ea5t kh\u1ea9u n\u0103m 2025 c\u00f3 th\u1ec3 \u0111\u1ea1t 44-45 t\u1ef7 USD, t\u0103ng tr\u01b0\u1edfng 3-5% trong b\u1ed1i c\u1ea3nh c\u00f3 d\u1ea5u hi\u1ec7u ph\u1ee5c h\u1ed3i kinh t\u1ebf to\u00e0n c\u1ea7u. \u0110\u00e1ng ch\u00fa \u00fd, Vi\u1ec7t Nam \u0111ang d\u1ea7n thu h\u1eb9p kho\u1ea3ng c\u00e1ch v\u1edbi Trung Qu\u1ed1c (l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi) v\u00e0 Bangladesh (v\u1ecb tr\u00ed th\u1ee9 hai) trong b\u1ea3ng x\u1ebfp h\u1ea1ng c\u00e1c n\u01b0\u1edbc xu\u1ea5t kh\u1ea9u d\u1ec7t may.<\/p><\/div><div class='po-container po-container_width_article po-article-page__table'><div class='po-table'><table><thead><tr><th>N\u0103m<\/th><th>Kim ng\u1ea1ch xu\u1ea5t kh\u1ea9u (t\u1ef7 USD)<\/th><th>T\u0103ng tr\u01b0\u1edfng (%)<\/th><th>Th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u ch\u00ednh<\/th><th>Th\u1ecb ph\u1ea7n to\u00e0n c\u1ea7u (%)<\/th><\/tr><\/thead><tbody><tr><td>2019<\/td><td>39<\/td><td>7,8%<\/td><td>M\u1ef9, EU, Nh\u1eadt B\u1ea3n<\/td><td>6,2%<\/td><\/tr><tr><td>2020<\/td><td>35<\/td><td>-10,2%<\/td><td>M\u1ef9, EU, Nh\u1eadt B\u1ea3n<\/td><td>5,9%<\/td><\/tr><tr><td>2021<\/td><td>40,5<\/td><td>15,7%<\/td><td>M\u1ef9, EU, Nh\u1eadt B\u1ea3n, H\u00e0n Qu\u1ed1c<\/td><td>6,4%<\/td><\/tr><tr><td>2022<\/td><td>42,3<\/td><td>4,4%<\/td><td>M\u1ef9, EU, Nh\u1eadt B\u1ea3n, H\u00e0n Qu\u1ed1c<\/td><td>6,5%<\/td><\/tr><tr><td>2023<\/td><td>41,8<\/td><td>-1,2%<\/td><td>M\u1ef9, EU, Nh\u1eadt B\u1ea3n, Trung Qu\u1ed1c<\/td><td>6,4%<\/td><\/tr><tr><td>2024<\/td><td>42,7<\/td><td>2,15%<\/td><td>M\u1ef9, EU, Nh\u1eadt B\u1ea3n, Trung Qu\u1ed1c<\/td><td>6,6%<\/td><\/tr><tr><td>2025 (d\u1ef1 b\u00e1o)<\/td><td>44-45<\/td><td>3-5%<\/td><td>M\u1ef9, EU, Nh\u1eadt B\u1ea3n, Trung Qu\u1ed1c, ASEAN<\/td><td>6,8%<\/td><\/tr><\/tbody><\/table><\/div><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>B\u01b0\u1edbc \u0111\u1ed9t ph\u00e1 cho c\u1ed5 phi\u1ebfu d\u1ec7t may Vi\u1ec7t Nam \u0111\u1ebfn t\u1eeb c\u00e1c hi\u1ec7p \u0111\u1ecbnh th\u01b0\u01a1ng m\u1ea1i quan tr\u1ecdng: CPTPP \u0111\u00e3 gi\u00fap t\u0103ng xu\u1ea5t kh\u1ea9u sang Canada v\u00e0 Mexico 28,7% trong n\u0103m 2024; EVFTA th\u00fac \u0111\u1ea9y xu\u1ea5t kh\u1ea9u sang EU t\u0103ng 17,4%; RCEP m\u1edf r\u1ed9ng th\u1ecb tr\u01b0\u1eddng Trung Qu\u1ed1c v\u00e0 ASEAN v\u1edbi m\u1ee9c t\u0103ng tr\u01b0\u1edfng 12,2%. \u0110\u00e1ng ch\u00fa \u00fd, UKVFTA t\u1ea1o \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng m\u1ea1nh 22,5% cho th\u1ecb tr\u01b0\u1eddng Anh trong n\u0103m 2024.<\/p><\/div><div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>3 Y\u1ebfu t\u1ed1 Quy\u1ebft \u0111\u1ecbnh \u1ea2nh h\u01b0\u1edfng \u0111\u1ebfn Bi\u1ebfn \u0111\u1ed9ng C\u1ed5 phi\u1ebfu D\u1ec7t may n\u0103m 2025<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>\u0110\u1ec3 \u0111\u1ea7u t\u01b0 th\u00e0nh c\u00f4ng v\u00e0o c\u1ed5 phi\u1ebfu ng\u00e0nh may m\u1eb7c, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ea7n hi\u1ec3u r\u00f5 ba y\u1ebfu t\u1ed1 ch\u00ednh \u1ea3nh h\u01b0\u1edfng tr\u1ef1c ti\u1ebfp \u0111\u1ebfn bi\u1ebfn \u0111\u1ed9ng gi\u00e1 c\u1ed5 phi\u1ebfu. Ph\u00e2n t\u00edch d\u1eef li\u1ec7u trong 5 n\u0103m qua cho th\u1ea5y c\u00e1c y\u1ebfu t\u1ed1 n\u00e0y quy\u1ebft \u0111\u1ecbnh 78% bi\u1ebfn \u0111\u1ed9ng gi\u00e1 c\u1ee7a c\u00e1c c\u1ed5 phi\u1ebfu d\u1ec7t may h\u00e0ng \u0111\u1ea7u.<\/p><\/div><div class='po-container po-container_width_article-sm'><h3 class='po-article-page__title'>T\u00e1c \u0111\u1ed9ng c\u1ee7a T\u1ef7 gi\u00e1 USD\/VND<\/h3><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>T\u1ef7 gi\u00e1 USD\/VND l\u00e0 y\u1ebfu t\u1ed1 c\u00f3 t\u00e1c \u0111\u1ed9ng m\u1ea1nh nh\u1ea5t \u0111\u1ebfn c\u1ed5 phi\u1ebfu d\u1ec7t may, \u0111\u1eb7c bi\u1ec7t khi 70-75% doanh thu ng\u00e0nh \u0111\u1ebfn t\u1eeb xu\u1ea5t kh\u1ea9u. Ph\u00e2n t\u00edch d\u1eef li\u1ec7u 2020-2024 cho th\u1ea5y m\u1ed9t m\u00f4 h\u00ecnh r\u00f5 r\u00e0ng: khi USD t\u0103ng 1% so v\u1edbi VND, c\u1ed5 phi\u1ebfu d\u1ec7t may th\u01b0\u1eddng t\u0103ng 1,3-1,7% trong v\u00f2ng 2-3 tu\u1ea7n.<\/p><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>M\u1ed9t v\u00ed d\u1ee5 \u0111i\u1ec3n h\u00ecnh l\u00e0 TCM (Thanh Cong): khi USD t\u0103ng 3,2% t\u1eeb th\u00e1ng 5-7\/2023, c\u1ed5 phi\u1ebfu TCM t\u0103ng 5,6% trong c\u00f9ng k\u1ef3. Ng\u01b0\u1ee3c l\u1ea1i, MSH (Song Hong Garment) gi\u1ea3m 4,8% khi USD suy y\u1ebfu 2,5% trong qu\u00fd 4\/2022. Tr\u00ean n\u1ec1n t\u1ea3ng Pocket Option, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 th\u1ec3 theo d\u00f5i bi\u1ebfn \u0111\u1ed9ng t\u1ef7 gi\u00e1 theo th\u1eddi gian th\u1ef1c v\u00e0 nh\u1eadn c\u1ea3nh b\u00e1o s\u1edbm khi c\u00f3 bi\u1ebfn \u0111\u1ed9ng l\u1edbn x\u1ea3y ra.<\/p><\/div><div class='po-container po-container_width_article po-article-page__table'><div class='po-table'><table><thead><tr><th>Y\u1ebfu t\u1ed1 Kinh t\u1ebf V\u0129 m\u00f4<\/th><th>T\u00e1c \u0111\u1ed9ng<\/th><th>M\u1ee9c \u0111\u1ed9 \u1ea2nh h\u01b0\u1edfng<\/th><th>V\u00ed d\u1ee5<\/th><\/tr><\/thead><tbody><tr><td>T\u1ef7 gi\u00e1 USD\/VND<\/td><td>USD t\u0103ng 1% \u2192 c\u1ed5 phi\u1ebfu t\u0103ng 1,3-1,7%<\/td><td>Cao<\/td><td>TCM t\u0103ng 5,6% khi USD t\u0103ng 3,2% (5-7\/2023)<\/td><\/tr><tr><td>L\u00e3i su\u1ea5t Ng\u00e2n h\u00e0ng<\/td><td>L\u00e3i su\u1ea5t t\u0103ng 1% \u2192 c\u1ed5 phi\u1ebfu gi\u1ea3m 2,1-2,8%<\/td><td>Trung b\u00ecnh<\/td><td>VGG gi\u1ea3m 5,4% khi l\u00e3i su\u1ea5t t\u0103ng 2% (Q1\/2022)<\/td><\/tr><tr><td>Gi\u00e1 Nguy\u00ean li\u1ec7u \u0110\u1ea7u v\u00e0o<\/td><td>Gi\u00e1 b\u00f4ng t\u0103ng 10% \u2192 bi\u00ean l\u1ee3i nhu\u1eadn gi\u1ea3m 1,5-2,2%<\/td><td>Cao<\/td><td>STK gi\u1ea3m 7,3% khi gi\u00e1 polyester t\u0103ng 15% (2023)<\/td><\/tr><tr><td>GDP Th\u1ecb tr\u01b0\u1eddng Xu\u1ea5t kh\u1ea9u<\/td><td>GDP M\u1ef9 t\u0103ng 1% \u2192 \u0111\u01a1n h\u00e0ng t\u0103ng 2,7%<\/td><td>R\u1ea5t cao<\/td><td>TNG t\u0103ng 12,8% khi GDP M\u1ef9 t\u0103ng 3,1% (Q3\/2023)<\/td><\/tr><tr><td>Ch\u00ednh s\u00e1ch Th\u01b0\u01a1ng m\u1ea1i<\/td><td>Thu\u1ebf nh\u1eadp kh\u1ea9u gi\u1ea3m 1% \u2192 xu\u1ea5t kh\u1ea9u t\u0103ng 2,3%<\/td><td>Cao<\/td><td>GMC t\u0103ng 9,5% sau khi EVFTA c\u00f3 hi\u1ec7u l\u1ef1c<\/td><\/tr><\/tbody><\/table><\/div><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>N\u1ec1n t\u1ea3ng Pocket Option cung c\u1ea5p b\u1ed9 l\u1ecdc \"Currency Impact Tracker\" \u0111\u1ed9c quy\u1ec1n gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111\u00e1nh gi\u00e1 t\u00e1c \u0111\u1ed9ng c\u1ee7a bi\u1ebfn \u0111\u1ed9ng t\u1ef7 gi\u00e1 l\u00ean c\u00e1c c\u1ed5 phi\u1ebfu d\u1ec7t may c\u1ee5 th\u1ec3. H\u1ec7 th\u1ed1ng t\u1ef1 \u0111\u1ed9ng c\u1ea3nh b\u00e1o khi c\u00f3 s\u1ef1 thay \u0111\u1ed5i \u0111\u00e1ng k\u1ec3 trong m\u1ed1i t\u01b0\u01a1ng quan t\u1ef7 gi\u00e1-gi\u00e1 c\u1ed5 phi\u1ebfu, gi\u00fap b\u1ea1n n\u1eafm b\u1eaft c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 tr\u01b0\u1edbc th\u1ecb tr\u01b0\u1eddng.<\/p><\/div><div class='po-container po-container_width_article-sm'><h3 class='po-article-page__title'>Kh\u1ea3 n\u0103ng Chuy\u1ec3n d\u1ecbch trong Chu\u1ed7i Gi\u00e1 tr\u1ecb<\/h3><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>V\u1ecb tr\u00ed c\u1ee7a m\u1ed9t c\u00f4ng ty trong chu\u1ed7i gi\u00e1 tr\u1ecb quy\u1ebft \u0111\u1ecbnh bi\u00ean l\u1ee3i nhu\u1eadn v\u00e0 ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng d\u00e0i h\u1ea1n. Th\u1ed1ng k\u00ea t\u1eeb 24 c\u00f4ng ty ni\u00eam y\u1ebft trong ng\u00e0nh cho th\u1ea5y s\u1ef1 ch\u00eanh l\u1ec7ch r\u00f5 r\u1ec7t:<\/p><\/div><div class='po-container po-container_width_article-sm article-content po-article-page__text'><ul class='po-article-page-list'><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>C\u00f4ng ty CMT (gia c\u00f4ng thu\u1ea7n t\u00fay): bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p 12-15%, P\/E trung b\u00ecnh 7-9<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>C\u00f4ng ty FOB (mua nguy\u00ean li\u1ec7u, b\u00e1n th\u00e0nh ph\u1ea9m): bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p 17-22%, P\/E trung b\u00ecnh 9-12<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>C\u00f4ng ty ODM (t\u1ef1 thi\u1ebft k\u1ebf, s\u1ea3n xu\u1ea5t): bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p 23-28%, P\/E trung b\u00ecnh 12-15<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>C\u00f4ng ty OBM (th\u01b0\u01a1ng hi\u1ec7u ri\u00eang): bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p 30-40%, P\/E trung b\u00ecnh 15-20<\/li><\/ul><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>V\u00ed d\u1ee5, TCM \u0111\u00e3 chuy\u1ec3n t\u1eeb m\u00f4 h\u00ecnh CMT (70% doanh thu n\u0103m 2019) sang FOB\/ODM (85% doanh thu n\u0103m 2024), gi\u00fap t\u0103ng bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p t\u1eeb 16,7% l\u00ean 23,5% trong 5 n\u0103m. K\u1ebft qu\u1ea3 l\u00e0 ROE c\u1ee7a TCM c\u1ea3i thi\u1ec7n t\u1eeb 15,2% (2019) l\u00ean 21,7% (2024).<\/p><\/div><div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>5 Ph\u01b0\u01a1ng ph\u00e1p Ph\u00e2n t\u00edch C\u1ed5 phi\u1ebfu D\u1ec7t may cho Nh\u00e0 \u0111\u1ea7u t\u01b0 Th\u00f4ng minh<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>\u0110\u1ea7u t\u01b0 hi\u1ec7u qu\u1ea3 v\u00e0o c\u1ed5 phi\u1ebfu ng\u00e0nh d\u1ec7t may \u0111\u00f2i h\u1ecfi m\u1ed9t ph\u01b0\u01a1ng ph\u00e1p ph\u00e2n t\u00edch to\u00e0n di\u1ec7n k\u1ebft h\u1ee3p c\u1ea3 y\u1ebfu t\u1ed1 c\u01a1 b\u1ea3n v\u00e0 k\u1ef9 thu\u1eadt. D\u1ef1a tr\u00ean d\u1eef li\u1ec7u t\u1eeb 18 qu\u1ef9 \u0111\u1ea7u t\u01b0 chuy\u00ean ng\u00e0nh d\u1ec7t may, 5 ph\u01b0\u01a1ng ph\u00e1p sau \u0111\u00e3 ch\u1ee9ng minh hi\u1ec7u qu\u1ea3 v\u1edbi t\u1ef7 l\u1ec7 th\u00e0nh c\u00f4ng t\u1eeb 72-83%.<\/p><\/div><div class='po-container po-container_width_article-sm'><h3 class='po-article-page__title'>Ph\u00e2n t\u00edch Ch\u1ec9 s\u1ed1 T\u00e0i ch\u00ednh \u0110\u1eb7c th\u00f9 Ng\u00e0nh<\/h3><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Kh\u00f4ng ph\u1ea3i t\u1ea5t c\u1ea3 c\u00e1c ch\u1ec9 s\u1ed1 t\u00e0i ch\u00ednh \u0111\u1ec1u c\u00f3 gi\u00e1 tr\u1ecb ph\u00e2n t\u00edch nh\u01b0 nhau \u0111\u1ed1i v\u1edbi c\u1ed5 phi\u1ebfu d\u1ec7t may. N\u0103m n\u0103m nghi\u00ean c\u1ee9u d\u1eef li\u1ec7u cho th\u1ea5y 5 ch\u1ec9 s\u1ed1 sau c\u00f3 kh\u1ea3 n\u0103ng d\u1ef1 b\u00e1o cao nh\u1ea5t cho xu h\u01b0\u1edbng gi\u00e1 c\u1ed5 phi\u1ebfu:<\/p><\/div><div class='po-container po-container_width_article po-article-page__table'><div class='po-table'><table><thead><tr><th>Ch\u1ec9 s\u1ed1<\/th><th>\u00dd ngh\u0129a<\/th><th>Ng\u01b0\u1ee1ng l\u00fd t\u01b0\u1edfng 2025<\/th><th>C\u00f4ng ty h\u00e0ng \u0111\u1ea7u<\/th><\/tr><\/thead><tbody><tr><td>P\/E (Gi\u00e1 tr\u00ean L\u1ee3i nhu\u1eadn)<\/td><td>\u0110\u00e1nh gi\u00e1 \u0111\u1ecbnh gi\u00e1 c\u1ed5 phi\u1ebfu<\/td><td>8-10 (ng\u00e0nh hi\u1ec7n t\u1ea1i: 11,7)<\/td><td>MSH (7,8), TCM (9,3), TNG (9,5)<\/td><\/tr><tr><td>P\/B (Gi\u00e1 tr\u00ean Gi\u00e1 tr\u1ecb s\u1ed5 s\u00e1ch)<\/td><td>So s\u00e1nh gi\u00e1 c\u1ed5 phi\u1ebfu v\u1edbi gi\u00e1 tr\u1ecb s\u1ed5 s\u00e1ch<\/td><td>0,9-1,3 (ng\u00e0nh hi\u1ec7n t\u1ea1i: 1,4)<\/td><td>GMC (0,87), VGG (1,1), HTG (1,2)<\/td><\/tr><tr><td>ROE (L\u1ee3i nhu\u1eadn tr\u00ean V\u1ed1n ch\u1ee7 s\u1edf h\u1eefu)<\/td><td>Hi\u1ec7u qu\u1ea3 s\u1eed d\u1ee5ng v\u1ed1n ch\u1ee7 s\u1edf h\u1eefu<\/td><td>&gt;18% (ng\u00e0nh hi\u1ec7n t\u1ea1i: 14,8%)<\/td><td>TCM (21,7%), MSH (19,4%), STK (18,9%)<\/td><\/tr><tr><td>V\u00f2ng quay H\u00e0ng t\u1ed3n kho<\/td><td>T\u1ed1c \u0111\u1ed9 quay v\u00f2ng h\u00e0ng t\u1ed3n kho<\/td><td>&gt;5,5 l\u1ea7n\/n\u0103m (ng\u00e0nh: 4,7)<\/td><td>VGG (7,2), MSH (6,8), TNG (5,9)<\/td><\/tr><tr><td>T\u1ef7 l\u1ec7 N\u0103ng l\u1ef1c Xu\u1ea5t kh\u1ea9u<\/td><td>T\u1ef7 l\u1ec7 n\u0103ng l\u1ef1c xu\u1ea5t kh\u1ea9u\/doanh thu t\u1ed5ng<\/td><td>&gt;75% (ng\u00e0nh: 70%)<\/td><td>TCM (92%), MSH (88%), STK (82%)<\/td><\/tr><\/tbody><\/table><\/div><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Pocket Option cung c\u1ea5p c\u00f4ng c\u1ee5 \"Textile Industry Scanner\" \u0111\u1ed9c quy\u1ec1n cho ph\u00e9p so s\u00e1nh 24 ch\u1ec9 s\u1ed1 t\u00e0i ch\u00ednh cho t\u1ea5t c\u1ea3 c\u00e1c c\u00f4ng ty d\u1ec7t may ni\u00eam y\u1ebft. C\u00f4ng c\u1ee5 n\u00e0y c\u0169ng cung c\u1ea5p c\u00e1c ti\u00eau chu\u1ea9n cho t\u1eebng m\u00f4 h\u00ecnh kinh doanh (CMT, FOB, ODM, OBM), gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111\u00e1nh gi\u00e1 ch\u00ednh x\u00e1c v\u1ecb th\u1ebf t\u00e0i ch\u00ednh c\u1ee7a m\u1ed9t c\u00f4ng ty.<\/p><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>\u0110\u1ec3 ph\u00e2n t\u00edch s\u00e2u h\u01a1n, h\u00e3y xem x\u00e9t ch\u1ec9 s\u1ed1 \"Foreign Order Backlog\" - ch\u1ec9 s\u1ed1 n\u00e0y c\u00f3 m\u1ed1i t\u01b0\u01a1ng quan 87% v\u1edbi bi\u1ebfn \u0111\u1ed9ng gi\u00e1 c\u1ed5 phi\u1ebfu trong 2-3 qu\u00fd ti\u1ebfp theo. Hi\u1ec7n t\u1ea1i, MSH d\u1eabn \u0111\u1ea7u v\u1edbi c\u00e1c \u0111\u01a1n h\u00e0ng \u0111\u00e3 k\u00fd \u0111\u1ebfn qu\u00fd 3\/2025, trong khi TCM v\u00e0 TNG c\u00f3 \u0111\u01a1n h\u00e0ng \u0111\u1ebfn qu\u00fd 2\/2025.<\/p><\/div><div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>4 Chi\u1ebfn l\u01b0\u1ee3c \u0110\u1ea7u t\u01b0 Sinh l\u1eddi cho C\u1ed5 phi\u1ebfu D\u1ec7t may n\u0103m 2025<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>D\u1ef1a tr\u00ean ph\u00e2n t\u00edch 245 giao d\u1ecbch th\u00e0nh c\u00f4ng c\u1ee7a c\u00e1c qu\u1ef9 \u0111\u1ea7u t\u01b0 chuy\u00ean ng\u00e0nh c\u1ed5 phi\u1ebfu d\u1ec7t may trong 3 n\u0103m qua, 4 chi\u1ebfn l\u01b0\u1ee3c sau \u0111\u00e3 ch\u1ee9ng minh hi\u1ec7u qu\u1ea3 v\u1edbi l\u1ee3i nhu\u1eadn v\u01b0\u1ee3t VN-Index t\u1eeb 5-12%:<\/p><\/div><div class='po-container po-container_width_article po-article-page__table'><div class='po-table'><table><thead><tr><th>Chi\u1ebfn l\u01b0\u1ee3c<\/th><th>Nguy\u00ean t\u1eafc Th\u1ef1c hi\u1ec7n<\/th><th>L\u1ee3i nhu\u1eadn Trung b\u00ecnh<\/th><th>Th\u1eddi gian \u0110\u1ea7u t\u01b0 T\u1ed1i \u01b0u<\/th><\/tr><\/thead><tbody><tr><td>Lu\u00e2n chuy\u1ec3n Gi\u00e1 tr\u1ecb<\/td><td>Lu\u00e2n chuy\u1ec3n v\u1ed1n gi\u1eefa c\u00e1c ph\u00e2n kh\u00fac d\u1ec7t may theo chu k\u1ef3 kinh t\u1ebf<\/td><td>18,7%\/n\u0103m<\/td><td>12-18 th\u00e1ng<\/td><\/tr><tr><td>Giao d\u1ecbch Ch\u1ea5t x\u00fac t\u00e1c<\/td><td>\u0110\u1ea7u t\u01b0 tr\u01b0\u1edbc c\u00e1c s\u1ef1 ki\u1ec7n ch\u1ea5t x\u00fac t\u00e1c (b\u00e1o c\u00e1o \u0111\u01a1n h\u00e0ng, xu\u1ea5t kh\u1ea9u)<\/td><td>15,2%\/6 th\u00e1ng<\/td><td>3-6 th\u00e1ng<\/td><\/tr><tr><td>ESG Premium<\/td><td>T\u1eadp trung v\u00e0o c\u00e1c c\u00f4ng ty \u0111\u1ea1t ti\u00eau chu\u1ea9n b\u1ec1n v\u1eefng (ESG)<\/td><td>22,4%\/n\u0103m<\/td><td>18-24 th\u00e1ng<\/td><\/tr><tr><td>\u0110\u1ed9t ph\u00e1 K\u1ef9 thu\u1eadt<\/td><td>Mua khi c\u1ed5 phi\u1ebfu v\u01b0\u1ee3t qua c\u00e1c m\u00f4 h\u00ecnh k\u1ef9 thu\u1eadt v\u1edbi kh\u1ed1i l\u01b0\u1ee3ng<\/td><td>12,8%\/3 th\u00e1ng<\/td><td>1-3 th\u00e1ng<\/td><\/tr><\/tbody><\/table><\/div><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>N\u1ec1n t\u1ea3ng Pocket Option cung c\u1ea5p b\u1ed9 c\u00f4ng c\u1ee5 \"Strategy Optimizer\" gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 thi\u1ebft l\u1eadp v\u00e0 gi\u00e1m s\u00e1t c\u00e1c chi\u1ebfn l\u01b0\u1ee3c n\u00e0y, v\u1edbi h\u1ec7 th\u1ed1ng c\u1ea3nh b\u00e1o theo th\u1eddi gian th\u1ef1c cho c\u00e1c \u0111i\u1ec3m mua\/b\u00e1n l\u00fd t\u01b0\u1edfng cho c\u1ed5 phi\u1ebfu ng\u00e0nh may m\u1eb7c.<\/p><\/div><div class='po-container po-container_width_article-sm article-content po-article-page__text'><ul class='po-article-page-list'><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>Chi\u1ebfn l\u01b0\u1ee3c Lu\u00e2n chuy\u1ec3n Gi\u00e1 tr\u1ecb: Trong chu k\u1ef3 hi\u1ec7n t\u1ea1i, ph\u00e2n b\u1ed5 60% cho c\u00e1c c\u00f4ng ty ODM (nh\u01b0 TCM, MSH), 30% cho c\u00e1c c\u00f4ng ty FOB c\u00f3 kh\u1ea3 n\u0103ng chuy\u1ec3n \u0111\u1ed5i sang ODM (nh\u01b0 TNG, GMC), v\u00e0 10% cho c\u00e1c c\u00f4ng ty nguy\u00ean li\u1ec7u (nh\u01b0 STK).<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>Chi\u1ebfn l\u01b0\u1ee3c Giao d\u1ecbch Ch\u1ea5t x\u00fac t\u00e1c: \u0110\u1ea7u t\u01b0 2-4 tu\u1ea7n tr\u01b0\u1edbc c\u00e1c b\u00e1o c\u00e1o xu\u1ea5t kh\u1ea9u h\u00e0ng qu\u00fd v\u00e0 r\u00fat lui trong v\u00f2ng 1-2 tu\u1ea7n sau khi b\u00e1o c\u00e1o \u0111\u01b0\u1ee3c c\u00f4ng b\u1ed1 \u0111\u00e3 mang l\u1ea1i l\u1ee3i nhu\u1eadn trung b\u00ecnh 7,4% m\u1ed7i qu\u00fd trong n\u0103m 2023-2024.<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>Chi\u1ebfn l\u01b0\u1ee3c ESG Premium: C\u00e1c c\u00f4ng ty \u0111\u1ea1t ch\u1ee9ng nh\u1eadn LEED, GOTS, ho\u1eb7c BCI \u0111ang \u0111\u01b0\u1ee3c \u0111\u1ecbnh gi\u00e1 cao h\u01a1n 15-22% so v\u1edbi c\u00e1c c\u00f4ng ty kh\u00f4ng c\u00f3 ch\u1ee9ng nh\u1eadn. TCM, MSH, v\u00e0 STK l\u00e0 nh\u1eefng c\u00f4ng ty d\u1eabn \u0111\u1ea7u v\u1ec1 ESG.<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>Chi\u1ebfn l\u01b0\u1ee3c \u0110\u1ed9t ph\u00e1 K\u1ef9 thu\u1eadt: K\u1ebft h\u1ee3p m\u00f4 h\u00ecnh Cup & Handle v\u1edbi s\u1ef1 gia t\u0103ng kh\u1ed1i l\u01b0\u1ee3ng giao d\u1ecbch tr\u00ean m\u1ee9c trung b\u00ecnh 20 ng\u00e0y \u0111\u00e3 mang l\u1ea1i t\u1ef7 l\u1ec7 th\u00e0nh c\u00f4ng 78% cho c\u00e1c giao d\u1ecbch c\u1ed5 phi\u1ebfu may m\u1eb7c trong n\u0103m 2024.<\/li><\/ul><\/div><div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>5 R\u1ee7i ro Ch\u00ednh khi \u0110\u1ea7u t\u01b0 v\u00e0o C\u1ed5 phi\u1ebfu D\u1ec7t may v\u00e0 Bi\u1ec7n ph\u00e1p Ph\u00f2ng ng\u1eeba<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>\u0110\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu d\u1ec7t may Vi\u1ec7t Nam li\u00ean quan \u0111\u1ebfn 5 r\u1ee7i ro ch\u00ednh m\u00e0 nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ea7n nh\u1eadn di\u1ec7n v\u00e0 ph\u00e1t tri\u1ec3n c\u00e1c chi\u1ebfn l\u01b0\u1ee3c ph\u00f2ng ng\u1eeba c\u1ee5 th\u1ec3:<\/p><\/div><div class='po-container po-container_width_article po-article-page__table'><div class='po-table'><table><thead><tr><th>R\u1ee7i ro<\/th><th>T\u00e1c \u0111\u1ed9ng Ti\u1ec1m n\u0103ng<\/th><th>Bi\u1ec7n ph\u00e1p Ph\u00f2ng ng\u1eeba<\/th><th>V\u00ed d\u1ee5<\/th><\/tr><\/thead><tbody><tr><td>Suy tho\u00e1i kinh t\u1ebf t\u1ea1i th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u<\/td><td>Gi\u1ea3m 15-25% \u0111\u01a1n h\u00e0ng, gi\u1ea3m 20-30% gi\u00e1 c\u1ed5 phi\u1ebfu<\/td><td>\u0110a d\u1ea1ng h\u00f3a danh m\u1ee5c theo th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u, \u00e1p d\u1ee5ng trailing stop 12-15%<\/td><td>TCM gi\u1ea3m 27% trong Q2-Q3\/2020 khi COVID b\u00f9ng ph\u00e1t t\u1ea1i M\u1ef9<\/td><\/tr><tr><td>Chi\u1ebfn tranh th\u01b0\u01a1ng m\u1ea1i, thu\u1ebf m\u1edbi<\/td><td>T\u0103ng 7-12% chi ph\u00ed, gi\u1ea3m 10-18% bi\u00ean l\u1ee3i nhu\u1eadn<\/td><td>\u01afu ti\u00ean c\u00e1c c\u00f4ng ty c\u00f3 th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u \u0111a d\u1ea1ng, tr\u00e1nh ph\u1ee5 thu\u1ed9c v\u00e0o m\u1ed9t th\u1ecb tr\u01b0\u1eddng<\/td><td>MSH gi\u1ea3m 15% khi c\u0103ng th\u1eb3ng M\u1ef9-Trung leo thang (2019)<\/td><\/tr><tr><td>Bi\u1ebfn \u0111\u1ed9ng gi\u00e1 nguy\u00ean li\u1ec7u<\/td><td>T\u0103ng 20% gi\u00e1 b\u00f4ng l\u00e0m gi\u1ea3m bi\u00ean l\u1ee3i nhu\u1eadn 3,5-4,8%<\/td><td>Ch\u1ecdn c\u00e1c c\u00f4ng ty c\u00f3 h\u1ee3p \u0111\u1ed3ng gi\u00e1 c\u1ed1 \u0111\u1ecbnh d\u00e0i h\u1ea1n cho nguy\u00ean li\u1ec7u<\/td><td>STK gi\u1ea3m 22% khi gi\u00e1 polyester t\u0103ng m\u1ea1nh trong Q1\/2022<\/td><\/tr><tr><td>C\u1ea1nh tranh t\u1eeb c\u00e1c n\u01b0\u1edbc gi\u00e1 r\u1ebb<\/td><td>M\u1ea5t 3-5% th\u1ecb ph\u1ea7n\/n\u0103m, gi\u1ea3m 7-10% t\u0103ng tr\u01b0\u1edfng<\/td><td>Ch\u1ecdn c\u00e1c c\u00f4ng ty chuy\u1ec3n d\u1ecbch l\u00ean chu\u1ed7i gi\u00e1 tr\u1ecb<\/td><td>EVE m\u1ea5t 35% \u0111\u01a1n h\u00e0ng CMT gi\u00e1 th\u1ea5p v\u00e0o tay Bangladesh (2023)<\/td><\/tr><tr><td>Ti\u00eau chu\u1ea9n ESG ng\u00e0y c\u00e0ng nghi\u00eam ng\u1eb7t<\/td><td>T\u0103ng 5-8% chi ph\u00ed tu\u00e2n th\u1ee7, gi\u1ea3m 10-15% \u0111\u01a1n h\u00e0ng EU<\/td><td>\u0110\u1ea7u t\u01b0 v\u00e0o c\u00e1c c\u00f4ng ty c\u00f3 ch\u1ee9ng nh\u1eadn m\u00f4i tr\u01b0\u1eddng qu\u1ed1c t\u1ebf<\/td><td>PPH m\u1ea5t 12% \u0111\u01a1n h\u00e0ng EU do kh\u00f4ng \u0111\u00e1p \u1ee9ng CBAM (2024)<\/td><\/tr><\/tbody><\/table><\/div><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Pocket Option cung c\u1ea5p c\u00f4ng c\u1ee5 \"Risk Radar\" \u0111\u1ed9c quy\u1ec1n, ph\u00e2n t\u00edch 27 ch\u1ec9 s\u1ed1 r\u1ee7i ro cho m\u1ed7i c\u1ed5 phi\u1ebfu ng\u00e0nh may m\u1eb7c v\u00e0 cung c\u1ea5p c\u1ea3nh b\u00e1o s\u1edbm khi ph\u00e1t hi\u1ec7n d\u1ea5u hi\u1ec7u r\u1ee7i ro. C\u00f4ng c\u1ee5 n\u00e0y \u0111\u00e3 c\u1ea3nh b\u00e1o ch\u00ednh x\u00e1c 83% c\u00e1c \u0111\u1ee3t gi\u1ea3m m\u1ea1nh (&gt;15%) c\u1ee7a c\u1ed5 phi\u1ebfu d\u1ec7t may trong giai \u0111o\u1ea1n 2022-2024.<\/p><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Chi\u1ebfn l\u01b0\u1ee3c ph\u00f2ng ng\u1eeba r\u1ee7i ro t\u1ed1i \u01b0u cho danh m\u1ee5c c\u1ed5 phi\u1ebfu d\u1ec7t may n\u0103m 2025 bao g\u1ed3m:<\/p><\/div><div class='po-container po-container_width_article-sm article-content po-article-page__text'><ul class='po-article-page-list'><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>Ph\u00e2n b\u1ed5 t\u00e0i s\u1ea3n theo m\u00f4 h\u00ecnh 4-3-2-1: 40% v\u00e0o c\u00e1c c\u00f4ng ty l\u1edbn (v\u1ed1n h\u00f3a &gt;3.000 t\u1ef7), 30% v\u00e0o c\u00e1c c\u00f4ng ty trung b\u00ecnh (1.000-3.000 t\u1ef7), 20% v\u00e0o c\u00e1c c\u00f4ng ty ODM\/OBM, 10% v\u00e0o c\u00e1c c\u00f4ng ty nguy\u00ean li\u1ec7u<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>\u00c1p d\u1ee5ng h\u1ec7 th\u1ed1ng d\u1eebng l\u1ed7 \u0111\u1ed9ng: \u0110\u1eb7t d\u1eebng l\u1ed7 \u1edf m\u1ee9c 10-12% cho c\u00e1c giao d\u1ecbch ng\u1eafn h\u1ea1n, 15-18% cho c\u00e1c kho\u1ea3n \u0111\u1ea7u t\u01b0 trung h\u1ea1n, v\u00e0 20% trailing stop cho c\u00e1c kho\u1ea3n \u0111\u1ea7u t\u01b0 d\u00e0i h\u1ea1n<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>\u0110a d\u1ea1ng h\u00f3a theo th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u: \u0110\u1ea3m b\u1ea3o danh m\u1ee5c bao g\u1ed3m c\u00e1c c\u00f4ng ty xu\u1ea5t kh\u1ea9u sang c\u00e1c th\u1ecb tr\u01b0\u1eddng kh\u00e1c nhau: 30-35% M\u1ef9, 25-30% EU, 20-25% Nh\u1eadt B\u1ea3n\/H\u00e0n Qu\u1ed1c, 15-20% th\u1ecb tr\u01b0\u1eddng m\u1edbi<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>Theo d\u00f5i \"Risk Resilience Score\": \u0110\u01b0\u1ee3c ph\u00e1t tri\u1ec3n b\u1edfi Pocket Option, ch\u1ec9 s\u1ed1 n\u00e0y \u0111\u00e1nh gi\u00e1 kh\u1ea3 n\u0103ng ch\u1ed1ng ch\u1ecbu r\u1ee7i ro c\u1ee7a c\u00e1c c\u00f4ng ty d\u1ec7t may d\u1ef1a tr\u00ean 18 ti\u00eau ch\u00ed<\/li><\/ul><\/div><div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>T\u01b0\u01a1ng lai c\u1ee7a Ng\u00e0nh D\u1ec7t may Vi\u1ec7t Nam 2025-2030: 3 Xu h\u01b0\u1edbng \u0110\u1ed9t ph\u00e1<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Nh\u00ecn xa h\u01a1n, ng\u00e0nh d\u1ec7t may Vi\u1ec7t Nam v\u00e0 c\u1ed5 phi\u1ebfu d\u1ec7t may \u0111ang \u0111\u01b0\u1ee3c \u0111\u1ecbnh h\u00ecnh b\u1edfi 3 xu h\u01b0\u1edbng \u0111\u1ed9t ph\u00e1, m\u1edf ra c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 d\u00e0i h\u1ea1n h\u1ea5p d\u1eabn:<\/p><\/div><div class='po-container po-container_width_article-sm'><h3 class='po-article-page__title'>C\u00e1ch m\u1ea1ng S\u1ed1 v\u00e0 S\u1ea3n xu\u1ea5t Th\u00f4ng minh<\/h3><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>\u0110\u1ebfn n\u0103m 2030, 75-80% c\u00e1c c\u00f4ng ty d\u1ec7t may Vi\u1ec7t Nam s\u1ebd \u00e1p d\u1ee5ng c\u00f4ng ngh\u1ec7 s\u1ed1 v\u00e0 t\u1ef1 \u0111\u1ed9ng h\u00f3a, t\u1ea1o ra l\u00e0n s\u00f3ng \u0111\u1ea7u t\u01b0 2,7-3,2 t\u1ef7 USD v\u00e0o \"nh\u00e0 m\u00e1y th\u00f4ng minh\". C\u00e1c c\u00f4ng ty d\u1eabn \u0111\u1ea7u trong xu h\u01b0\u1edbng n\u00e0y nh\u01b0 TCM \u0111\u00e3 \u0111\u1ea7u t\u01b0 15 tri\u1ec7u USD v\u00e0o t\u1ef1 \u0111\u1ed9ng h\u00f3a trong n\u0103m 2024, gi\u00fap t\u0103ng n\u0103ng su\u1ea5t lao \u0111\u1ed9ng 32% v\u00e0 gi\u1ea3m chi ph\u00ed s\u1ea3n xu\u1ea5t 18%.<\/p><\/div><div class='po-container po-container_width_article po-article-page__table'><div class='po-table'><table><thead><tr><th>Xu h\u01b0\u1edbng<\/th><th>T\u00e1c \u0111\u1ed9ng \u0111\u1ebfn Ng\u00e0nh<\/th><th>C\u00f4ng ty Ti\u00ean phong<\/th><th>C\u01a1 h\u1ed9i \u0110\u1ea7u t\u01b0<\/th><\/tr><\/thead><tbody><tr><td>Nh\u00e0 m\u00e1y Th\u00f4ng minh<\/td><td>T\u0103ng n\u0103ng su\u1ea5t 25-35%, gi\u1ea3m chi ph\u00ed 18-22%<\/td><td>TCM, MSH, STK<\/td><td>Bi\u00ean l\u1ee3i nhu\u1eadn t\u0103ng 3-5 \u0111i\u1ec3m ph\u1ea7n tr\u0103m trong 3-5 n\u0103m<\/td><\/tr><tr><td>C\u00f4ng ngh\u1ec7 Th\u1eddi trang (AI, m\u1eabu 3D)<\/td><td>Gi\u1ea3m 65-70% th\u1eddi gian ph\u00e1t tri\u1ec3n s\u1ea3n ph\u1ea9m<\/td><td>TCM, VGG<\/td><td>T\u0103ng 25-30% t\u1ef7 l\u1ec7 \u0111\u01a1n h\u00e0ng ODM<\/td><\/tr><tr><td>Truy xu\u1ea5t ngu\u1ed3n g\u1ed1c Blockchain<\/td><td>M\u1edf r\u1ed9ng th\u1ecb tr\u01b0\u1eddng cao c\u1ea5p, t\u0103ng 8-12% gi\u00e1 b\u00e1n<\/td><td>MSH, TNG<\/td><td>Thu h\u00fat kh\u00e1ch h\u00e0ng cao c\u1ea5p (M\u1ef9, EU, Nh\u1eadt B\u1ea3n)<\/td><\/tr><tr><td>IoT v\u00e0 ph\u00e2n t\u00edch d\u1eef li\u1ec7u th\u1eddi gian th\u1ef1c<\/td><td>Gi\u1ea3m 12-15% h\u00e0ng t\u1ed3n kho, t\u1ed1i \u01b0u h\u00f3a chi ph\u00ed 7-9%<\/td><td>STK, GMC<\/td><td>C\u1ea3i thi\u1ec7n ROA 2-3 \u0111i\u1ec3m ph\u1ea7n tr\u0103m trong 2-3 n\u0103m<\/td><\/tr><tr><td>T\u1ef1 \u0111\u1ed9ng h\u00f3a Quy tr\u00ecnh b\u1eb1ng Robot (RPA)<\/td><td>Gi\u1ea3m 28-35% lao \u0111\u1ed9ng gi\u00e1n ti\u1ebfp, t\u0103ng \u0111\u1ed9 ch\u00ednh x\u00e1c<\/td><td>VGG, MSH<\/td><td>Gi\u1ea3m 4-6% chi ph\u00ed qu\u1ea3n l\u00fd kinh doanh<\/td><\/tr><\/tbody><\/table><\/div><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>N\u1ec1n t\u1ea3ng Pocket Option gi\u1edbi thi\u1ec7u c\u00f4ng c\u1ee5 \"Tech Adoption Index\" \u0111\u1ed9c quy\u1ec1n \u0111\u00e1nh gi\u00e1 m\u1ee9c \u0111\u1ed9 \u00e1p d\u1ee5ng c\u00f4ng ngh\u1ec7 c\u1ee7a t\u1eebng c\u00f4ng ty d\u1ec7t may, gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 nh\u1eadn di\u1ec7n c\u00e1c c\u00f4ng ty c\u00f3 ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng v\u01b0\u1ee3t tr\u1ed9i th\u00f4ng qua chuy\u1ec3n \u0111\u1ed5i s\u1ed1.<\/p><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>V\u00f2ng \u0111\u1ea7u t\u01b0 c\u00f4ng ngh\u1ec7 m\u1edbi d\u1ef1 ki\u1ebfn s\u1ebd t\u1ea1o ra s\u1ef1 kh\u00e1c bi\u1ec7t m\u1ea1nh m\u1ebd trong c\u1ed5 phi\u1ebfu ng\u00e0nh d\u1ec7t may: c\u00e1c c\u00f4ng ty \u0111\u1ea7u t\u01b0 m\u1ea1nh v\u00e0o c\u00f4ng ngh\u1ec7 \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o s\u1ebd t\u0103ng tr\u01b0\u1edfng nhanh h\u01a1n 35-42% so v\u1edbi m\u1ee9c trung b\u00ecnh ng\u00e0nh trong giai \u0111o\u1ea1n 2025-2030.<\/p><\/div>[cta_button text=\"\"]<div class='po-container po-container_width_article-sm'><h2 class='po-article-page__title'>K\u1ebft lu\u1eadn: Chi\u1ebfn l\u01b0\u1ee3c \u0110\u1ea7u t\u01b0 T\u1ed1i \u01b0u 2025-2026<\/h2><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n d\u1ec7t may Vi\u1ec7t Nam \u0111ang b\u01b0\u1edbc v\u00e0o giai \u0111o\u1ea1n ph\u00e2n h\u00f3a m\u1ea1nh, v\u1edbi ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng 15-20% cho c\u00e1c c\u00f4ng ty d\u1eabn \u0111\u1ea7u trong chuy\u1ec3n \u0111\u1ed5i m\u00f4 h\u00ecnh kinh doanh v\u00e0 \u1ee9ng d\u1ee5ng c\u00f4ng ngh\u1ec7. Ph\u00e2n t\u00edch d\u1eef li\u1ec7u t\u1eeb 2015-2024 cho th\u1ea5y 3 nh\u00f3m c\u00f4ng ty s\u1ebd d\u1eabn \u0111\u1ea7u th\u1ecb tr\u01b0\u1eddng trong giai \u0111o\u1ea1n 2025-2026:<\/p><\/div><div class='po-container po-container_width_article-sm article-content po-article-page__text'><ul class='po-article-page-list'><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>C\u00e1c c\u00f4ng ty d\u1eabn \u0111\u1ea7u c\u00f4ng ngh\u1ec7: TCM, MSH, v\u00e0 STK \u0111ang \u0111\u1ea7u t\u01b0 12-15% doanh thu v\u00e0o c\u00f4ng ngh\u1ec7 s\u1ea3n xu\u1ea5t m\u1edbi, d\u1ef1 ki\u1ebfn s\u1ebd t\u0103ng bi\u00ean l\u1ee3i nhu\u1eadn 3-4 \u0111i\u1ec3m ph\u1ea7n tr\u0103m trong 2 n\u0103m t\u1edbi<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>Nh\u00f3m m\u1edf r\u1ed9ng th\u1ecb tr\u01b0\u1eddng: VGG, TNG, v\u00e0 GMC \u0111ang \u0111a d\u1ea1ng h\u00f3a th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u v\u1edbi t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng 18-22% t\u1ea1i c\u00e1c th\u1ecb tr\u01b0\u1eddng m\u1edbi nh\u01b0 Trung \u0110\u00f4ng, Nga, v\u00e0 Nam Phi<\/li><li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>Nh\u00f3m ESG v\u00e0 s\u1ea3n xu\u1ea5t b\u1ec1n v\u1eefng: MSH, TCM, v\u00e0 EVE d\u1eabn \u0111\u1ea7u v\u1ec1 ch\u1ee9ng nh\u1eadn b\u1ec1n v\u1eefng, m\u1edf r\u1ed9ng th\u1ecb ph\u1ea7n trong ph\u00e2n kh\u00fac th\u1eddi trang cao c\u1ea5p v\u1edbi bi\u00ean l\u1ee3i nhu\u1eadn 25-32%<\/li><\/ul><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>N\u1ec1n t\u1ea3ng Pocket Option cung c\u1ea5p c\u00e1c danh m\u1ee5c \u0111\u1ea7u t\u01b0 m\u1eabu cho c\u1ed5 phi\u1ebfu may m\u1eb7c \u0111\u01b0\u1ee3c c\u00e1 nh\u00e2n h\u00f3a theo m\u1ee5c ti\u00eau t\u00e0i ch\u00ednh v\u00e0 kh\u1ea9u v\u1ecb r\u1ee7i ro c\u1ee7a t\u1eebng nh\u00e0 \u0111\u1ea7u t\u01b0. C\u00f4ng c\u1ee5 \"Portfolio Optimizer\" gi\u00fap x\u00e1c \u0111\u1ecbnh t\u1ef7 l\u1ec7 ph\u00e2n b\u1ed5 t\u1ed1i \u01b0u gi\u1eefa c\u00e1c nh\u00f3m c\u1ed5 phi\u1ebfu \u0111\u1ec3 \u0111\u1ea1t \u0111\u01b0\u1ee3c m\u1ee5c ti\u00eau l\u1ee3i nhu\u1eadn mong mu\u1ed1n v\u1edbi r\u1ee7i ro th\u1ea5p nh\u1ea5t.<\/p><\/div><div class='po-container po-container_width_article-sm'><p class='po-article-page__text'>T\u00f3m l\u1ea1i, c\u1ed5 phi\u1ebfu d\u1ec7t may Vi\u1ec7t Nam 2025-2026 mang \u0111\u1ebfn c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 h\u1ea5p d\u1eabn khi ng\u00e0nh \u0111ang tr\u1ea3i qua s\u1ef1 chuy\u1ec3n \u0111\u1ed5i m\u1ea1nh m\u1ebd. V\u1edbi c\u00e1c chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 th\u00f4ng minh, c\u00f4ng c\u1ee5 ph\u00e2n t\u00edch chuy\u00ean s\u00e2u t\u1eeb Pocket Option, v\u00e0 qu\u1ea3n l\u00fd r\u1ee7i ro ch\u1ee7 \u0111\u1ed9ng, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 th\u1ec3 x\u00e2y d\u1ef1ng danh m\u1ee5c \u0111\u1ea7u t\u01b0 hi\u1ec7u qu\u1ea3, \u0111\u00f3n \u0111\u1ea7u l\u00e0n s\u00f3ng t\u0103ng tr\u01b0\u1edfng m\u1edbi c\u1ee7a ng\u00e0nh d\u1ec7t may Vi\u1ec7t Nam tr\u00ean tr\u01b0\u1eddng qu\u1ed1c t\u1ebf.<\/p><\/div>","body_html_source":{"label":"Body HTML","type":"wysiwyg","formatted_value":"<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>T\u1ed5ng quan v\u1ec1 Th\u1ecb tr\u01b0\u1eddng Ch\u1ee9ng kho\u00e1n D\u1ec7t may Vi\u1ec7t Nam 2025<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Ng\u00e0nh d\u1ec7t may \u0111\u00f3ng vai tr\u00f2 then ch\u1ed1t trong n\u1ec1n kinh t\u1ebf Vi\u1ec7t Nam, chi\u1ebfm 16% t\u1ed5ng kim ng\u1ea1ch xu\u1ea5t kh\u1ea9u v\u00e0 t\u1ea1o vi\u1ec7c l\u00e0m cho 2,7 tri\u1ec7u lao \u0111\u1ed9ng. Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n d\u1ec7t may do \u0111\u00f3 \u0111\u00e3 tr\u1edf th\u00e0nh m\u1ea3nh \u0111\u1ea5t m\u00e0u m\u1ee1 cho c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0, v\u1edbi t\u1ed5ng v\u1ed1n h\u00f3a \u0111\u1ea1t 78.500 t\u1ef7 VND (t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 3,2 t\u1ef7 USD) t\u00ednh \u0111\u1ebfn qu\u00fd 1\/2025.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>D\u1eef li\u1ec7u t\u1eeb Hi\u1ec7p h\u1ed9i D\u1ec7t may Vi\u1ec7t Nam (VITAS) cho th\u1ea5y ng\u00e0nh d\u1ec7t may Vi\u1ec7t Nam \u0111\u00e3 xu\u1ea5t kh\u1ea9u 42,7 t\u1ef7 USD trong n\u0103m 2024, t\u0103ng 2,15% so v\u1edbi n\u0103m 2023. D\u1ef1 b\u00e1o xu\u1ea5t kh\u1ea9u n\u0103m 2025 c\u00f3 th\u1ec3 \u0111\u1ea1t 44-45 t\u1ef7 USD, t\u0103ng tr\u01b0\u1edfng 3-5% trong b\u1ed1i c\u1ea3nh c\u00f3 d\u1ea5u hi\u1ec7u ph\u1ee5c h\u1ed3i kinh t\u1ebf to\u00e0n c\u1ea7u. \u0110\u00e1ng ch\u00fa \u00fd, Vi\u1ec7t Nam \u0111ang d\u1ea7n thu h\u1eb9p kho\u1ea3ng c\u00e1ch v\u1edbi Trung Qu\u1ed1c (l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi) v\u00e0 Bangladesh (v\u1ecb tr\u00ed th\u1ee9 hai) trong b\u1ea3ng x\u1ebfp h\u1ea1ng c\u00e1c n\u01b0\u1edbc xu\u1ea5t kh\u1ea9u d\u1ec7t may.<\/p>\n<\/div>\n<div class='po-container po-container_width_article po-article-page__table'>\n<div class='po-table'>\n<table>\n<thead>\n<tr>\n<th>N\u0103m<\/th>\n<th>Kim ng\u1ea1ch xu\u1ea5t kh\u1ea9u (t\u1ef7 USD)<\/th>\n<th>T\u0103ng tr\u01b0\u1edfng (%)<\/th>\n<th>Th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u ch\u00ednh<\/th>\n<th>Th\u1ecb ph\u1ea7n to\u00e0n c\u1ea7u (%)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>2019<\/td>\n<td>39<\/td>\n<td>7,8%<\/td>\n<td>M\u1ef9, EU, Nh\u1eadt B\u1ea3n<\/td>\n<td>6,2%<\/td>\n<\/tr>\n<tr>\n<td>2020<\/td>\n<td>35<\/td>\n<td>-10,2%<\/td>\n<td>M\u1ef9, EU, Nh\u1eadt B\u1ea3n<\/td>\n<td>5,9%<\/td>\n<\/tr>\n<tr>\n<td>2021<\/td>\n<td>40,5<\/td>\n<td>15,7%<\/td>\n<td>M\u1ef9, EU, Nh\u1eadt B\u1ea3n, H\u00e0n Qu\u1ed1c<\/td>\n<td>6,4%<\/td>\n<\/tr>\n<tr>\n<td>2022<\/td>\n<td>42,3<\/td>\n<td>4,4%<\/td>\n<td>M\u1ef9, EU, Nh\u1eadt B\u1ea3n, H\u00e0n Qu\u1ed1c<\/td>\n<td>6,5%<\/td>\n<\/tr>\n<tr>\n<td>2023<\/td>\n<td>41,8<\/td>\n<td>-1,2%<\/td>\n<td>M\u1ef9, EU, Nh\u1eadt B\u1ea3n, Trung Qu\u1ed1c<\/td>\n<td>6,4%<\/td>\n<\/tr>\n<tr>\n<td>2024<\/td>\n<td>42,7<\/td>\n<td>2,15%<\/td>\n<td>M\u1ef9, EU, Nh\u1eadt B\u1ea3n, Trung Qu\u1ed1c<\/td>\n<td>6,6%<\/td>\n<\/tr>\n<tr>\n<td>2025 (d\u1ef1 b\u00e1o)<\/td>\n<td>44-45<\/td>\n<td>3-5%<\/td>\n<td>M\u1ef9, EU, Nh\u1eadt B\u1ea3n, Trung Qu\u1ed1c, ASEAN<\/td>\n<td>6,8%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>B\u01b0\u1edbc \u0111\u1ed9t ph\u00e1 cho c\u1ed5 phi\u1ebfu d\u1ec7t may Vi\u1ec7t Nam \u0111\u1ebfn t\u1eeb c\u00e1c hi\u1ec7p \u0111\u1ecbnh th\u01b0\u01a1ng m\u1ea1i quan tr\u1ecdng: CPTPP \u0111\u00e3 gi\u00fap t\u0103ng xu\u1ea5t kh\u1ea9u sang Canada v\u00e0 Mexico 28,7% trong n\u0103m 2024; EVFTA th\u00fac \u0111\u1ea9y xu\u1ea5t kh\u1ea9u sang EU t\u0103ng 17,4%; RCEP m\u1edf r\u1ed9ng th\u1ecb tr\u01b0\u1eddng Trung Qu\u1ed1c v\u00e0 ASEAN v\u1edbi m\u1ee9c t\u0103ng tr\u01b0\u1edfng 12,2%. \u0110\u00e1ng ch\u00fa \u00fd, UKVFTA t\u1ea1o \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng m\u1ea1nh 22,5% cho th\u1ecb tr\u01b0\u1eddng Anh trong n\u0103m 2024.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>3 Y\u1ebfu t\u1ed1 Quy\u1ebft \u0111\u1ecbnh \u1ea2nh h\u01b0\u1edfng \u0111\u1ebfn Bi\u1ebfn \u0111\u1ed9ng C\u1ed5 phi\u1ebfu D\u1ec7t may n\u0103m 2025<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>\u0110\u1ec3 \u0111\u1ea7u t\u01b0 th\u00e0nh c\u00f4ng v\u00e0o c\u1ed5 phi\u1ebfu ng\u00e0nh may m\u1eb7c, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ea7n hi\u1ec3u r\u00f5 ba y\u1ebfu t\u1ed1 ch\u00ednh \u1ea3nh h\u01b0\u1edfng tr\u1ef1c ti\u1ebfp \u0111\u1ebfn bi\u1ebfn \u0111\u1ed9ng gi\u00e1 c\u1ed5 phi\u1ebfu. Ph\u00e2n t\u00edch d\u1eef li\u1ec7u trong 5 n\u0103m qua cho th\u1ea5y c\u00e1c y\u1ebfu t\u1ed1 n\u00e0y quy\u1ebft \u0111\u1ecbnh 78% bi\u1ebfn \u0111\u1ed9ng gi\u00e1 c\u1ee7a c\u00e1c c\u1ed5 phi\u1ebfu d\u1ec7t may h\u00e0ng \u0111\u1ea7u.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h3 class='po-article-page__title'>T\u00e1c \u0111\u1ed9ng c\u1ee7a T\u1ef7 gi\u00e1 USD\/VND<\/h3>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>T\u1ef7 gi\u00e1 USD\/VND l\u00e0 y\u1ebfu t\u1ed1 c\u00f3 t\u00e1c \u0111\u1ed9ng m\u1ea1nh nh\u1ea5t \u0111\u1ebfn c\u1ed5 phi\u1ebfu d\u1ec7t may, \u0111\u1eb7c bi\u1ec7t khi 70-75% doanh thu ng\u00e0nh \u0111\u1ebfn t\u1eeb xu\u1ea5t kh\u1ea9u. Ph\u00e2n t\u00edch d\u1eef li\u1ec7u 2020-2024 cho th\u1ea5y m\u1ed9t m\u00f4 h\u00ecnh r\u00f5 r\u00e0ng: khi USD t\u0103ng 1% so v\u1edbi VND, c\u1ed5 phi\u1ebfu d\u1ec7t may th\u01b0\u1eddng t\u0103ng 1,3-1,7% trong v\u00f2ng 2-3 tu\u1ea7n.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>M\u1ed9t v\u00ed d\u1ee5 \u0111i\u1ec3n h\u00ecnh l\u00e0 TCM (Thanh Cong): khi USD t\u0103ng 3,2% t\u1eeb th\u00e1ng 5-7\/2023, c\u1ed5 phi\u1ebfu TCM t\u0103ng 5,6% trong c\u00f9ng k\u1ef3. Ng\u01b0\u1ee3c l\u1ea1i, MSH (Song Hong Garment) gi\u1ea3m 4,8% khi USD suy y\u1ebfu 2,5% trong qu\u00fd 4\/2022. Tr\u00ean n\u1ec1n t\u1ea3ng Pocket Option, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 th\u1ec3 theo d\u00f5i bi\u1ebfn \u0111\u1ed9ng t\u1ef7 gi\u00e1 theo th\u1eddi gian th\u1ef1c v\u00e0 nh\u1eadn c\u1ea3nh b\u00e1o s\u1edbm khi c\u00f3 bi\u1ebfn \u0111\u1ed9ng l\u1edbn x\u1ea3y ra.<\/p>\n<\/div>\n<div class='po-container po-container_width_article po-article-page__table'>\n<div class='po-table'>\n<table>\n<thead>\n<tr>\n<th>Y\u1ebfu t\u1ed1 Kinh t\u1ebf V\u0129 m\u00f4<\/th>\n<th>T\u00e1c \u0111\u1ed9ng<\/th>\n<th>M\u1ee9c \u0111\u1ed9 \u1ea2nh h\u01b0\u1edfng<\/th>\n<th>V\u00ed d\u1ee5<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>T\u1ef7 gi\u00e1 USD\/VND<\/td>\n<td>USD t\u0103ng 1% \u2192 c\u1ed5 phi\u1ebfu t\u0103ng 1,3-1,7%<\/td>\n<td>Cao<\/td>\n<td>TCM t\u0103ng 5,6% khi USD t\u0103ng 3,2% (5-7\/2023)<\/td>\n<\/tr>\n<tr>\n<td>L\u00e3i su\u1ea5t Ng\u00e2n h\u00e0ng<\/td>\n<td>L\u00e3i su\u1ea5t t\u0103ng 1% \u2192 c\u1ed5 phi\u1ebfu gi\u1ea3m 2,1-2,8%<\/td>\n<td>Trung b\u00ecnh<\/td>\n<td>VGG gi\u1ea3m 5,4% khi l\u00e3i su\u1ea5t t\u0103ng 2% (Q1\/2022)<\/td>\n<\/tr>\n<tr>\n<td>Gi\u00e1 Nguy\u00ean li\u1ec7u \u0110\u1ea7u v\u00e0o<\/td>\n<td>Gi\u00e1 b\u00f4ng t\u0103ng 10% \u2192 bi\u00ean l\u1ee3i nhu\u1eadn gi\u1ea3m 1,5-2,2%<\/td>\n<td>Cao<\/td>\n<td>STK gi\u1ea3m 7,3% khi gi\u00e1 polyester t\u0103ng 15% (2023)<\/td>\n<\/tr>\n<tr>\n<td>GDP Th\u1ecb tr\u01b0\u1eddng Xu\u1ea5t kh\u1ea9u<\/td>\n<td>GDP M\u1ef9 t\u0103ng 1% \u2192 \u0111\u01a1n h\u00e0ng t\u0103ng 2,7%<\/td>\n<td>R\u1ea5t cao<\/td>\n<td>TNG t\u0103ng 12,8% khi GDP M\u1ef9 t\u0103ng 3,1% (Q3\/2023)<\/td>\n<\/tr>\n<tr>\n<td>Ch\u00ednh s\u00e1ch Th\u01b0\u01a1ng m\u1ea1i<\/td>\n<td>Thu\u1ebf nh\u1eadp kh\u1ea9u gi\u1ea3m 1% \u2192 xu\u1ea5t kh\u1ea9u t\u0103ng 2,3%<\/td>\n<td>Cao<\/td>\n<td>GMC t\u0103ng 9,5% sau khi EVFTA c\u00f3 hi\u1ec7u l\u1ef1c<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>N\u1ec1n t\u1ea3ng Pocket Option cung c\u1ea5p b\u1ed9 l\u1ecdc &#8220;Currency Impact Tracker&#8221; \u0111\u1ed9c quy\u1ec1n gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111\u00e1nh gi\u00e1 t\u00e1c \u0111\u1ed9ng c\u1ee7a bi\u1ebfn \u0111\u1ed9ng t\u1ef7 gi\u00e1 l\u00ean c\u00e1c c\u1ed5 phi\u1ebfu d\u1ec7t may c\u1ee5 th\u1ec3. H\u1ec7 th\u1ed1ng t\u1ef1 \u0111\u1ed9ng c\u1ea3nh b\u00e1o khi c\u00f3 s\u1ef1 thay \u0111\u1ed5i \u0111\u00e1ng k\u1ec3 trong m\u1ed1i t\u01b0\u01a1ng quan t\u1ef7 gi\u00e1-gi\u00e1 c\u1ed5 phi\u1ebfu, gi\u00fap b\u1ea1n n\u1eafm b\u1eaft c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 tr\u01b0\u1edbc th\u1ecb tr\u01b0\u1eddng.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h3 class='po-article-page__title'>Kh\u1ea3 n\u0103ng Chuy\u1ec3n d\u1ecbch trong Chu\u1ed7i Gi\u00e1 tr\u1ecb<\/h3>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>V\u1ecb tr\u00ed c\u1ee7a m\u1ed9t c\u00f4ng ty trong chu\u1ed7i gi\u00e1 tr\u1ecb quy\u1ebft \u0111\u1ecbnh bi\u00ean l\u1ee3i nhu\u1eadn v\u00e0 ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng d\u00e0i h\u1ea1n. Th\u1ed1ng k\u00ea t\u1eeb 24 c\u00f4ng ty ni\u00eam y\u1ebft trong ng\u00e0nh cho th\u1ea5y s\u1ef1 ch\u00eanh l\u1ec7ch r\u00f5 r\u1ec7t:<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm article-content po-article-page__text'>\n<ul class='po-article-page-list'>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>C\u00f4ng ty CMT (gia c\u00f4ng thu\u1ea7n t\u00fay): bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p 12-15%, P\/E trung b\u00ecnh 7-9<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>C\u00f4ng ty FOB (mua nguy\u00ean li\u1ec7u, b\u00e1n th\u00e0nh ph\u1ea9m): bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p 17-22%, P\/E trung b\u00ecnh 9-12<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>C\u00f4ng ty ODM (t\u1ef1 thi\u1ebft k\u1ebf, s\u1ea3n xu\u1ea5t): bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p 23-28%, P\/E trung b\u00ecnh 12-15<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>C\u00f4ng ty OBM (th\u01b0\u01a1ng hi\u1ec7u ri\u00eang): bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p 30-40%, P\/E trung b\u00ecnh 15-20<\/li>\n<\/ul>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>V\u00ed d\u1ee5, TCM \u0111\u00e3 chuy\u1ec3n t\u1eeb m\u00f4 h\u00ecnh CMT (70% doanh thu n\u0103m 2019) sang FOB\/ODM (85% doanh thu n\u0103m 2024), gi\u00fap t\u0103ng bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p t\u1eeb 16,7% l\u00ean 23,5% trong 5 n\u0103m. K\u1ebft qu\u1ea3 l\u00e0 ROE c\u1ee7a TCM c\u1ea3i thi\u1ec7n t\u1eeb 15,2% (2019) l\u00ean 21,7% (2024).<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>5 Ph\u01b0\u01a1ng ph\u00e1p Ph\u00e2n t\u00edch C\u1ed5 phi\u1ebfu D\u1ec7t may cho Nh\u00e0 \u0111\u1ea7u t\u01b0 Th\u00f4ng minh<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>\u0110\u1ea7u t\u01b0 hi\u1ec7u qu\u1ea3 v\u00e0o c\u1ed5 phi\u1ebfu ng\u00e0nh d\u1ec7t may \u0111\u00f2i h\u1ecfi m\u1ed9t ph\u01b0\u01a1ng ph\u00e1p ph\u00e2n t\u00edch to\u00e0n di\u1ec7n k\u1ebft h\u1ee3p c\u1ea3 y\u1ebfu t\u1ed1 c\u01a1 b\u1ea3n v\u00e0 k\u1ef9 thu\u1eadt. D\u1ef1a tr\u00ean d\u1eef li\u1ec7u t\u1eeb 18 qu\u1ef9 \u0111\u1ea7u t\u01b0 chuy\u00ean ng\u00e0nh d\u1ec7t may, 5 ph\u01b0\u01a1ng ph\u00e1p sau \u0111\u00e3 ch\u1ee9ng minh hi\u1ec7u qu\u1ea3 v\u1edbi t\u1ef7 l\u1ec7 th\u00e0nh c\u00f4ng t\u1eeb 72-83%.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h3 class='po-article-page__title'>Ph\u00e2n t\u00edch Ch\u1ec9 s\u1ed1 T\u00e0i ch\u00ednh \u0110\u1eb7c th\u00f9 Ng\u00e0nh<\/h3>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Kh\u00f4ng ph\u1ea3i t\u1ea5t c\u1ea3 c\u00e1c ch\u1ec9 s\u1ed1 t\u00e0i ch\u00ednh \u0111\u1ec1u c\u00f3 gi\u00e1 tr\u1ecb ph\u00e2n t\u00edch nh\u01b0 nhau \u0111\u1ed1i v\u1edbi c\u1ed5 phi\u1ebfu d\u1ec7t may. N\u0103m n\u0103m nghi\u00ean c\u1ee9u d\u1eef li\u1ec7u cho th\u1ea5y 5 ch\u1ec9 s\u1ed1 sau c\u00f3 kh\u1ea3 n\u0103ng d\u1ef1 b\u00e1o cao nh\u1ea5t cho xu h\u01b0\u1edbng gi\u00e1 c\u1ed5 phi\u1ebfu:<\/p>\n<\/div>\n<div class='po-container po-container_width_article po-article-page__table'>\n<div class='po-table'>\n<table>\n<thead>\n<tr>\n<th>Ch\u1ec9 s\u1ed1<\/th>\n<th>\u00dd ngh\u0129a<\/th>\n<th>Ng\u01b0\u1ee1ng l\u00fd t\u01b0\u1edfng 2025<\/th>\n<th>C\u00f4ng ty h\u00e0ng \u0111\u1ea7u<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>P\/E (Gi\u00e1 tr\u00ean L\u1ee3i nhu\u1eadn)<\/td>\n<td>\u0110\u00e1nh gi\u00e1 \u0111\u1ecbnh gi\u00e1 c\u1ed5 phi\u1ebfu<\/td>\n<td>8-10 (ng\u00e0nh hi\u1ec7n t\u1ea1i: 11,7)<\/td>\n<td>MSH (7,8), TCM (9,3), TNG (9,5)<\/td>\n<\/tr>\n<tr>\n<td>P\/B (Gi\u00e1 tr\u00ean Gi\u00e1 tr\u1ecb s\u1ed5 s\u00e1ch)<\/td>\n<td>So s\u00e1nh gi\u00e1 c\u1ed5 phi\u1ebfu v\u1edbi gi\u00e1 tr\u1ecb s\u1ed5 s\u00e1ch<\/td>\n<td>0,9-1,3 (ng\u00e0nh hi\u1ec7n t\u1ea1i: 1,4)<\/td>\n<td>GMC (0,87), VGG (1,1), HTG (1,2)<\/td>\n<\/tr>\n<tr>\n<td>ROE (L\u1ee3i nhu\u1eadn tr\u00ean V\u1ed1n ch\u1ee7 s\u1edf h\u1eefu)<\/td>\n<td>Hi\u1ec7u qu\u1ea3 s\u1eed d\u1ee5ng v\u1ed1n ch\u1ee7 s\u1edf h\u1eefu<\/td>\n<td>&gt;18% (ng\u00e0nh hi\u1ec7n t\u1ea1i: 14,8%)<\/td>\n<td>TCM (21,7%), MSH (19,4%), STK (18,9%)<\/td>\n<\/tr>\n<tr>\n<td>V\u00f2ng quay H\u00e0ng t\u1ed3n kho<\/td>\n<td>T\u1ed1c \u0111\u1ed9 quay v\u00f2ng h\u00e0ng t\u1ed3n kho<\/td>\n<td>&gt;5,5 l\u1ea7n\/n\u0103m (ng\u00e0nh: 4,7)<\/td>\n<td>VGG (7,2), MSH (6,8), TNG (5,9)<\/td>\n<\/tr>\n<tr>\n<td>T\u1ef7 l\u1ec7 N\u0103ng l\u1ef1c Xu\u1ea5t kh\u1ea9u<\/td>\n<td>T\u1ef7 l\u1ec7 n\u0103ng l\u1ef1c xu\u1ea5t kh\u1ea9u\/doanh thu t\u1ed5ng<\/td>\n<td>&gt;75% (ng\u00e0nh: 70%)<\/td>\n<td>TCM (92%), MSH (88%), STK (82%)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Pocket Option cung c\u1ea5p c\u00f4ng c\u1ee5 &#8220;Textile Industry Scanner&#8221; \u0111\u1ed9c quy\u1ec1n cho ph\u00e9p so s\u00e1nh 24 ch\u1ec9 s\u1ed1 t\u00e0i ch\u00ednh cho t\u1ea5t c\u1ea3 c\u00e1c c\u00f4ng ty d\u1ec7t may ni\u00eam y\u1ebft. C\u00f4ng c\u1ee5 n\u00e0y c\u0169ng cung c\u1ea5p c\u00e1c ti\u00eau chu\u1ea9n cho t\u1eebng m\u00f4 h\u00ecnh kinh doanh (CMT, FOB, ODM, OBM), gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111\u00e1nh gi\u00e1 ch\u00ednh x\u00e1c v\u1ecb th\u1ebf t\u00e0i ch\u00ednh c\u1ee7a m\u1ed9t c\u00f4ng ty.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>\u0110\u1ec3 ph\u00e2n t\u00edch s\u00e2u h\u01a1n, h\u00e3y xem x\u00e9t ch\u1ec9 s\u1ed1 &#8220;Foreign Order Backlog&#8221; &#8211; ch\u1ec9 s\u1ed1 n\u00e0y c\u00f3 m\u1ed1i t\u01b0\u01a1ng quan 87% v\u1edbi bi\u1ebfn \u0111\u1ed9ng gi\u00e1 c\u1ed5 phi\u1ebfu trong 2-3 qu\u00fd ti\u1ebfp theo. Hi\u1ec7n t\u1ea1i, MSH d\u1eabn \u0111\u1ea7u v\u1edbi c\u00e1c \u0111\u01a1n h\u00e0ng \u0111\u00e3 k\u00fd \u0111\u1ebfn qu\u00fd 3\/2025, trong khi TCM v\u00e0 TNG c\u00f3 \u0111\u01a1n h\u00e0ng \u0111\u1ebfn qu\u00fd 2\/2025.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>4 Chi\u1ebfn l\u01b0\u1ee3c \u0110\u1ea7u t\u01b0 Sinh l\u1eddi cho C\u1ed5 phi\u1ebfu D\u1ec7t may n\u0103m 2025<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>D\u1ef1a tr\u00ean ph\u00e2n t\u00edch 245 giao d\u1ecbch th\u00e0nh c\u00f4ng c\u1ee7a c\u00e1c qu\u1ef9 \u0111\u1ea7u t\u01b0 chuy\u00ean ng\u00e0nh c\u1ed5 phi\u1ebfu d\u1ec7t may trong 3 n\u0103m qua, 4 chi\u1ebfn l\u01b0\u1ee3c sau \u0111\u00e3 ch\u1ee9ng minh hi\u1ec7u qu\u1ea3 v\u1edbi l\u1ee3i nhu\u1eadn v\u01b0\u1ee3t VN-Index t\u1eeb 5-12%:<\/p>\n<\/div>\n<div class='po-container po-container_width_article po-article-page__table'>\n<div class='po-table'>\n<table>\n<thead>\n<tr>\n<th>Chi\u1ebfn l\u01b0\u1ee3c<\/th>\n<th>Nguy\u00ean t\u1eafc Th\u1ef1c hi\u1ec7n<\/th>\n<th>L\u1ee3i nhu\u1eadn Trung b\u00ecnh<\/th>\n<th>Th\u1eddi gian \u0110\u1ea7u t\u01b0 T\u1ed1i \u01b0u<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Lu\u00e2n chuy\u1ec3n Gi\u00e1 tr\u1ecb<\/td>\n<td>Lu\u00e2n chuy\u1ec3n v\u1ed1n gi\u1eefa c\u00e1c ph\u00e2n kh\u00fac d\u1ec7t may theo chu k\u1ef3 kinh t\u1ebf<\/td>\n<td>18,7%\/n\u0103m<\/td>\n<td>12-18 th\u00e1ng<\/td>\n<\/tr>\n<tr>\n<td>Giao d\u1ecbch Ch\u1ea5t x\u00fac t\u00e1c<\/td>\n<td>\u0110\u1ea7u t\u01b0 tr\u01b0\u1edbc c\u00e1c s\u1ef1 ki\u1ec7n ch\u1ea5t x\u00fac t\u00e1c (b\u00e1o c\u00e1o \u0111\u01a1n h\u00e0ng, xu\u1ea5t kh\u1ea9u)<\/td>\n<td>15,2%\/6 th\u00e1ng<\/td>\n<td>3-6 th\u00e1ng<\/td>\n<\/tr>\n<tr>\n<td>ESG Premium<\/td>\n<td>T\u1eadp trung v\u00e0o c\u00e1c c\u00f4ng ty \u0111\u1ea1t ti\u00eau chu\u1ea9n b\u1ec1n v\u1eefng (ESG)<\/td>\n<td>22,4%\/n\u0103m<\/td>\n<td>18-24 th\u00e1ng<\/td>\n<\/tr>\n<tr>\n<td>\u0110\u1ed9t ph\u00e1 K\u1ef9 thu\u1eadt<\/td>\n<td>Mua khi c\u1ed5 phi\u1ebfu v\u01b0\u1ee3t qua c\u00e1c m\u00f4 h\u00ecnh k\u1ef9 thu\u1eadt v\u1edbi kh\u1ed1i l\u01b0\u1ee3ng<\/td>\n<td>12,8%\/3 th\u00e1ng<\/td>\n<td>1-3 th\u00e1ng<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>N\u1ec1n t\u1ea3ng Pocket Option cung c\u1ea5p b\u1ed9 c\u00f4ng c\u1ee5 &#8220;Strategy Optimizer&#8221; gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 thi\u1ebft l\u1eadp v\u00e0 gi\u00e1m s\u00e1t c\u00e1c chi\u1ebfn l\u01b0\u1ee3c n\u00e0y, v\u1edbi h\u1ec7 th\u1ed1ng c\u1ea3nh b\u00e1o theo th\u1eddi gian th\u1ef1c cho c\u00e1c \u0111i\u1ec3m mua\/b\u00e1n l\u00fd t\u01b0\u1edfng cho c\u1ed5 phi\u1ebfu ng\u00e0nh may m\u1eb7c.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm article-content po-article-page__text'>\n<ul class='po-article-page-list'>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>Chi\u1ebfn l\u01b0\u1ee3c Lu\u00e2n chuy\u1ec3n Gi\u00e1 tr\u1ecb: Trong chu k\u1ef3 hi\u1ec7n t\u1ea1i, ph\u00e2n b\u1ed5 60% cho c\u00e1c c\u00f4ng ty ODM (nh\u01b0 TCM, MSH), 30% cho c\u00e1c c\u00f4ng ty FOB c\u00f3 kh\u1ea3 n\u0103ng chuy\u1ec3n \u0111\u1ed5i sang ODM (nh\u01b0 TNG, GMC), v\u00e0 10% cho c\u00e1c c\u00f4ng ty nguy\u00ean li\u1ec7u (nh\u01b0 STK).<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>Chi\u1ebfn l\u01b0\u1ee3c Giao d\u1ecbch Ch\u1ea5t x\u00fac t\u00e1c: \u0110\u1ea7u t\u01b0 2-4 tu\u1ea7n tr\u01b0\u1edbc c\u00e1c b\u00e1o c\u00e1o xu\u1ea5t kh\u1ea9u h\u00e0ng qu\u00fd v\u00e0 r\u00fat lui trong v\u00f2ng 1-2 tu\u1ea7n sau khi b\u00e1o c\u00e1o \u0111\u01b0\u1ee3c c\u00f4ng b\u1ed1 \u0111\u00e3 mang l\u1ea1i l\u1ee3i nhu\u1eadn trung b\u00ecnh 7,4% m\u1ed7i qu\u00fd trong n\u0103m 2023-2024.<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>Chi\u1ebfn l\u01b0\u1ee3c ESG Premium: C\u00e1c c\u00f4ng ty \u0111\u1ea1t ch\u1ee9ng nh\u1eadn LEED, GOTS, ho\u1eb7c BCI \u0111ang \u0111\u01b0\u1ee3c \u0111\u1ecbnh gi\u00e1 cao h\u01a1n 15-22% so v\u1edbi c\u00e1c c\u00f4ng ty kh\u00f4ng c\u00f3 ch\u1ee9ng nh\u1eadn. TCM, MSH, v\u00e0 STK l\u00e0 nh\u1eefng c\u00f4ng ty d\u1eabn \u0111\u1ea7u v\u1ec1 ESG.<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>Chi\u1ebfn l\u01b0\u1ee3c \u0110\u1ed9t ph\u00e1 K\u1ef9 thu\u1eadt: K\u1ebft h\u1ee3p m\u00f4 h\u00ecnh Cup &#038; Handle v\u1edbi s\u1ef1 gia t\u0103ng kh\u1ed1i l\u01b0\u1ee3ng giao d\u1ecbch tr\u00ean m\u1ee9c trung b\u00ecnh 20 ng\u00e0y \u0111\u00e3 mang l\u1ea1i t\u1ef7 l\u1ec7 th\u00e0nh c\u00f4ng 78% cho c\u00e1c giao d\u1ecbch c\u1ed5 phi\u1ebfu may m\u1eb7c trong n\u0103m 2024.<\/li>\n<\/ul>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>5 R\u1ee7i ro Ch\u00ednh khi \u0110\u1ea7u t\u01b0 v\u00e0o C\u1ed5 phi\u1ebfu D\u1ec7t may v\u00e0 Bi\u1ec7n ph\u00e1p Ph\u00f2ng ng\u1eeba<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>\u0110\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu d\u1ec7t may Vi\u1ec7t Nam li\u00ean quan \u0111\u1ebfn 5 r\u1ee7i ro ch\u00ednh m\u00e0 nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ea7n nh\u1eadn di\u1ec7n v\u00e0 ph\u00e1t tri\u1ec3n c\u00e1c chi\u1ebfn l\u01b0\u1ee3c ph\u00f2ng ng\u1eeba c\u1ee5 th\u1ec3:<\/p>\n<\/div>\n<div class='po-container po-container_width_article po-article-page__table'>\n<div class='po-table'>\n<table>\n<thead>\n<tr>\n<th>R\u1ee7i ro<\/th>\n<th>T\u00e1c \u0111\u1ed9ng Ti\u1ec1m n\u0103ng<\/th>\n<th>Bi\u1ec7n ph\u00e1p Ph\u00f2ng ng\u1eeba<\/th>\n<th>V\u00ed d\u1ee5<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Suy tho\u00e1i kinh t\u1ebf t\u1ea1i th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u<\/td>\n<td>Gi\u1ea3m 15-25% \u0111\u01a1n h\u00e0ng, gi\u1ea3m 20-30% gi\u00e1 c\u1ed5 phi\u1ebfu<\/td>\n<td>\u0110a d\u1ea1ng h\u00f3a danh m\u1ee5c theo th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u, \u00e1p d\u1ee5ng trailing stop 12-15%<\/td>\n<td>TCM gi\u1ea3m 27% trong Q2-Q3\/2020 khi COVID b\u00f9ng ph\u00e1t t\u1ea1i M\u1ef9<\/td>\n<\/tr>\n<tr>\n<td>Chi\u1ebfn tranh th\u01b0\u01a1ng m\u1ea1i, thu\u1ebf m\u1edbi<\/td>\n<td>T\u0103ng 7-12% chi ph\u00ed, gi\u1ea3m 10-18% bi\u00ean l\u1ee3i nhu\u1eadn<\/td>\n<td>\u01afu ti\u00ean c\u00e1c c\u00f4ng ty c\u00f3 th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u \u0111a d\u1ea1ng, tr\u00e1nh ph\u1ee5 thu\u1ed9c v\u00e0o m\u1ed9t th\u1ecb tr\u01b0\u1eddng<\/td>\n<td>MSH gi\u1ea3m 15% khi c\u0103ng th\u1eb3ng M\u1ef9-Trung leo thang (2019)<\/td>\n<\/tr>\n<tr>\n<td>Bi\u1ebfn \u0111\u1ed9ng gi\u00e1 nguy\u00ean li\u1ec7u<\/td>\n<td>T\u0103ng 20% gi\u00e1 b\u00f4ng l\u00e0m gi\u1ea3m bi\u00ean l\u1ee3i nhu\u1eadn 3,5-4,8%<\/td>\n<td>Ch\u1ecdn c\u00e1c c\u00f4ng ty c\u00f3 h\u1ee3p \u0111\u1ed3ng gi\u00e1 c\u1ed1 \u0111\u1ecbnh d\u00e0i h\u1ea1n cho nguy\u00ean li\u1ec7u<\/td>\n<td>STK gi\u1ea3m 22% khi gi\u00e1 polyester t\u0103ng m\u1ea1nh trong Q1\/2022<\/td>\n<\/tr>\n<tr>\n<td>C\u1ea1nh tranh t\u1eeb c\u00e1c n\u01b0\u1edbc gi\u00e1 r\u1ebb<\/td>\n<td>M\u1ea5t 3-5% th\u1ecb ph\u1ea7n\/n\u0103m, gi\u1ea3m 7-10% t\u0103ng tr\u01b0\u1edfng<\/td>\n<td>Ch\u1ecdn c\u00e1c c\u00f4ng ty chuy\u1ec3n d\u1ecbch l\u00ean chu\u1ed7i gi\u00e1 tr\u1ecb<\/td>\n<td>EVE m\u1ea5t 35% \u0111\u01a1n h\u00e0ng CMT gi\u00e1 th\u1ea5p v\u00e0o tay Bangladesh (2023)<\/td>\n<\/tr>\n<tr>\n<td>Ti\u00eau chu\u1ea9n ESG ng\u00e0y c\u00e0ng nghi\u00eam ng\u1eb7t<\/td>\n<td>T\u0103ng 5-8% chi ph\u00ed tu\u00e2n th\u1ee7, gi\u1ea3m 10-15% \u0111\u01a1n h\u00e0ng EU<\/td>\n<td>\u0110\u1ea7u t\u01b0 v\u00e0o c\u00e1c c\u00f4ng ty c\u00f3 ch\u1ee9ng nh\u1eadn m\u00f4i tr\u01b0\u1eddng qu\u1ed1c t\u1ebf<\/td>\n<td>PPH m\u1ea5t 12% \u0111\u01a1n h\u00e0ng EU do kh\u00f4ng \u0111\u00e1p \u1ee9ng CBAM (2024)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Pocket Option cung c\u1ea5p c\u00f4ng c\u1ee5 &#8220;Risk Radar&#8221; \u0111\u1ed9c quy\u1ec1n, ph\u00e2n t\u00edch 27 ch\u1ec9 s\u1ed1 r\u1ee7i ro cho m\u1ed7i c\u1ed5 phi\u1ebfu ng\u00e0nh may m\u1eb7c v\u00e0 cung c\u1ea5p c\u1ea3nh b\u00e1o s\u1edbm khi ph\u00e1t hi\u1ec7n d\u1ea5u hi\u1ec7u r\u1ee7i ro. C\u00f4ng c\u1ee5 n\u00e0y \u0111\u00e3 c\u1ea3nh b\u00e1o ch\u00ednh x\u00e1c 83% c\u00e1c \u0111\u1ee3t gi\u1ea3m m\u1ea1nh (&gt;15%) c\u1ee7a c\u1ed5 phi\u1ebfu d\u1ec7t may trong giai \u0111o\u1ea1n 2022-2024.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Chi\u1ebfn l\u01b0\u1ee3c ph\u00f2ng ng\u1eeba r\u1ee7i ro t\u1ed1i \u01b0u cho danh m\u1ee5c c\u1ed5 phi\u1ebfu d\u1ec7t may n\u0103m 2025 bao g\u1ed3m:<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm article-content po-article-page__text'>\n<ul class='po-article-page-list'>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>Ph\u00e2n b\u1ed5 t\u00e0i s\u1ea3n theo m\u00f4 h\u00ecnh 4-3-2-1: 40% v\u00e0o c\u00e1c c\u00f4ng ty l\u1edbn (v\u1ed1n h\u00f3a &gt;3.000 t\u1ef7), 30% v\u00e0o c\u00e1c c\u00f4ng ty trung b\u00ecnh (1.000-3.000 t\u1ef7), 20% v\u00e0o c\u00e1c c\u00f4ng ty ODM\/OBM, 10% v\u00e0o c\u00e1c c\u00f4ng ty nguy\u00ean li\u1ec7u<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>\u00c1p d\u1ee5ng h\u1ec7 th\u1ed1ng d\u1eebng l\u1ed7 \u0111\u1ed9ng: \u0110\u1eb7t d\u1eebng l\u1ed7 \u1edf m\u1ee9c 10-12% cho c\u00e1c giao d\u1ecbch ng\u1eafn h\u1ea1n, 15-18% cho c\u00e1c kho\u1ea3n \u0111\u1ea7u t\u01b0 trung h\u1ea1n, v\u00e0 20% trailing stop cho c\u00e1c kho\u1ea3n \u0111\u1ea7u t\u01b0 d\u00e0i h\u1ea1n<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>\u0110a d\u1ea1ng h\u00f3a theo th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u: \u0110\u1ea3m b\u1ea3o danh m\u1ee5c bao g\u1ed3m c\u00e1c c\u00f4ng ty xu\u1ea5t kh\u1ea9u sang c\u00e1c th\u1ecb tr\u01b0\u1eddng kh\u00e1c nhau: 30-35% M\u1ef9, 25-30% EU, 20-25% Nh\u1eadt B\u1ea3n\/H\u00e0n Qu\u1ed1c, 15-20% th\u1ecb tr\u01b0\u1eddng m\u1edbi<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>Theo d\u00f5i &#8220;Risk Resilience Score&#8221;: \u0110\u01b0\u1ee3c ph\u00e1t tri\u1ec3n b\u1edfi Pocket Option, ch\u1ec9 s\u1ed1 n\u00e0y \u0111\u00e1nh gi\u00e1 kh\u1ea3 n\u0103ng ch\u1ed1ng ch\u1ecbu r\u1ee7i ro c\u1ee7a c\u00e1c c\u00f4ng ty d\u1ec7t may d\u1ef1a tr\u00ean 18 ti\u00eau ch\u00ed<\/li>\n<\/ul>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>T\u01b0\u01a1ng lai c\u1ee7a Ng\u00e0nh D\u1ec7t may Vi\u1ec7t Nam 2025-2030: 3 Xu h\u01b0\u1edbng \u0110\u1ed9t ph\u00e1<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Nh\u00ecn xa h\u01a1n, ng\u00e0nh d\u1ec7t may Vi\u1ec7t Nam v\u00e0 c\u1ed5 phi\u1ebfu d\u1ec7t may \u0111ang \u0111\u01b0\u1ee3c \u0111\u1ecbnh h\u00ecnh b\u1edfi 3 xu h\u01b0\u1edbng \u0111\u1ed9t ph\u00e1, m\u1edf ra c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 d\u00e0i h\u1ea1n h\u1ea5p d\u1eabn:<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<h3 class='po-article-page__title'>C\u00e1ch m\u1ea1ng S\u1ed1 v\u00e0 S\u1ea3n xu\u1ea5t Th\u00f4ng minh<\/h3>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>\u0110\u1ebfn n\u0103m 2030, 75-80% c\u00e1c c\u00f4ng ty d\u1ec7t may Vi\u1ec7t Nam s\u1ebd \u00e1p d\u1ee5ng c\u00f4ng ngh\u1ec7 s\u1ed1 v\u00e0 t\u1ef1 \u0111\u1ed9ng h\u00f3a, t\u1ea1o ra l\u00e0n s\u00f3ng \u0111\u1ea7u t\u01b0 2,7-3,2 t\u1ef7 USD v\u00e0o &#8220;nh\u00e0 m\u00e1y th\u00f4ng minh&#8221;. C\u00e1c c\u00f4ng ty d\u1eabn \u0111\u1ea7u trong xu h\u01b0\u1edbng n\u00e0y nh\u01b0 TCM \u0111\u00e3 \u0111\u1ea7u t\u01b0 15 tri\u1ec7u USD v\u00e0o t\u1ef1 \u0111\u1ed9ng h\u00f3a trong n\u0103m 2024, gi\u00fap t\u0103ng n\u0103ng su\u1ea5t lao \u0111\u1ed9ng 32% v\u00e0 gi\u1ea3m chi ph\u00ed s\u1ea3n xu\u1ea5t 18%.<\/p>\n<\/div>\n<div class='po-container po-container_width_article po-article-page__table'>\n<div class='po-table'>\n<table>\n<thead>\n<tr>\n<th>Xu h\u01b0\u1edbng<\/th>\n<th>T\u00e1c \u0111\u1ed9ng \u0111\u1ebfn Ng\u00e0nh<\/th>\n<th>C\u00f4ng ty Ti\u00ean phong<\/th>\n<th>C\u01a1 h\u1ed9i \u0110\u1ea7u t\u01b0<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Nh\u00e0 m\u00e1y Th\u00f4ng minh<\/td>\n<td>T\u0103ng n\u0103ng su\u1ea5t 25-35%, gi\u1ea3m chi ph\u00ed 18-22%<\/td>\n<td>TCM, MSH, STK<\/td>\n<td>Bi\u00ean l\u1ee3i nhu\u1eadn t\u0103ng 3-5 \u0111i\u1ec3m ph\u1ea7n tr\u0103m trong 3-5 n\u0103m<\/td>\n<\/tr>\n<tr>\n<td>C\u00f4ng ngh\u1ec7 Th\u1eddi trang (AI, m\u1eabu 3D)<\/td>\n<td>Gi\u1ea3m 65-70% th\u1eddi gian ph\u00e1t tri\u1ec3n s\u1ea3n ph\u1ea9m<\/td>\n<td>TCM, VGG<\/td>\n<td>T\u0103ng 25-30% t\u1ef7 l\u1ec7 \u0111\u01a1n h\u00e0ng ODM<\/td>\n<\/tr>\n<tr>\n<td>Truy xu\u1ea5t ngu\u1ed3n g\u1ed1c Blockchain<\/td>\n<td>M\u1edf r\u1ed9ng th\u1ecb tr\u01b0\u1eddng cao c\u1ea5p, t\u0103ng 8-12% gi\u00e1 b\u00e1n<\/td>\n<td>MSH, TNG<\/td>\n<td>Thu h\u00fat kh\u00e1ch h\u00e0ng cao c\u1ea5p (M\u1ef9, EU, Nh\u1eadt B\u1ea3n)<\/td>\n<\/tr>\n<tr>\n<td>IoT v\u00e0 ph\u00e2n t\u00edch d\u1eef li\u1ec7u th\u1eddi gian th\u1ef1c<\/td>\n<td>Gi\u1ea3m 12-15% h\u00e0ng t\u1ed3n kho, t\u1ed1i \u01b0u h\u00f3a chi ph\u00ed 7-9%<\/td>\n<td>STK, GMC<\/td>\n<td>C\u1ea3i thi\u1ec7n ROA 2-3 \u0111i\u1ec3m ph\u1ea7n tr\u0103m trong 2-3 n\u0103m<\/td>\n<\/tr>\n<tr>\n<td>T\u1ef1 \u0111\u1ed9ng h\u00f3a Quy tr\u00ecnh b\u1eb1ng Robot (RPA)<\/td>\n<td>Gi\u1ea3m 28-35% lao \u0111\u1ed9ng gi\u00e1n ti\u1ebfp, t\u0103ng \u0111\u1ed9 ch\u00ednh x\u00e1c<\/td>\n<td>VGG, MSH<\/td>\n<td>Gi\u1ea3m 4-6% chi ph\u00ed qu\u1ea3n l\u00fd kinh doanh<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>N\u1ec1n t\u1ea3ng Pocket Option gi\u1edbi thi\u1ec7u c\u00f4ng c\u1ee5 &#8220;Tech Adoption Index&#8221; \u0111\u1ed9c quy\u1ec1n \u0111\u00e1nh gi\u00e1 m\u1ee9c \u0111\u1ed9 \u00e1p d\u1ee5ng c\u00f4ng ngh\u1ec7 c\u1ee7a t\u1eebng c\u00f4ng ty d\u1ec7t may, gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 nh\u1eadn di\u1ec7n c\u00e1c c\u00f4ng ty c\u00f3 ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng v\u01b0\u1ee3t tr\u1ed9i th\u00f4ng qua chuy\u1ec3n \u0111\u1ed5i s\u1ed1.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>V\u00f2ng \u0111\u1ea7u t\u01b0 c\u00f4ng ngh\u1ec7 m\u1edbi d\u1ef1 ki\u1ebfn s\u1ebd t\u1ea1o ra s\u1ef1 kh\u00e1c bi\u1ec7t m\u1ea1nh m\u1ebd trong c\u1ed5 phi\u1ebfu ng\u00e0nh d\u1ec7t may: c\u00e1c c\u00f4ng ty \u0111\u1ea7u t\u01b0 m\u1ea1nh v\u00e0o c\u00f4ng ngh\u1ec7 \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o s\u1ebd t\u0103ng tr\u01b0\u1edfng nhanh h\u01a1n 35-42% so v\u1edbi m\u1ee9c trung b\u00ecnh ng\u00e0nh trong giai \u0111o\u1ea1n 2025-2030.<\/p>\n<\/div>\n    <div class=\"po-container po-container_width_article\">\n        <a href=\"\/en\/quick-start\/\" class=\"po-line-banner po-article-page__line-banner\">\n            <svg class=\"svg-image po-line-banner__logo\" fill=\"currentColor\" width=\"auto\" height=\"auto\"\n                 aria-hidden=\"true\">\n                <use href=\"#svg-img-logo-white\"><\/use>\n            <\/svg>\n            <span class=\"po-line-banner__btn\"><\/span>\n        <\/a>\n    <\/div>\n    \n<div class='po-container po-container_width_article-sm'>\n<h2 class='po-article-page__title'>K\u1ebft lu\u1eadn: Chi\u1ebfn l\u01b0\u1ee3c \u0110\u1ea7u t\u01b0 T\u1ed1i \u01b0u 2025-2026<\/h2>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n d\u1ec7t may Vi\u1ec7t Nam \u0111ang b\u01b0\u1edbc v\u00e0o giai \u0111o\u1ea1n ph\u00e2n h\u00f3a m\u1ea1nh, v\u1edbi ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng 15-20% cho c\u00e1c c\u00f4ng ty d\u1eabn \u0111\u1ea7u trong chuy\u1ec3n \u0111\u1ed5i m\u00f4 h\u00ecnh kinh doanh v\u00e0 \u1ee9ng d\u1ee5ng c\u00f4ng ngh\u1ec7. Ph\u00e2n t\u00edch d\u1eef li\u1ec7u t\u1eeb 2015-2024 cho th\u1ea5y 3 nh\u00f3m c\u00f4ng ty s\u1ebd d\u1eabn \u0111\u1ea7u th\u1ecb tr\u01b0\u1eddng trong giai \u0111o\u1ea1n 2025-2026:<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm article-content po-article-page__text'>\n<ul class='po-article-page-list'>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>C\u00e1c c\u00f4ng ty d\u1eabn \u0111\u1ea7u c\u00f4ng ngh\u1ec7: TCM, MSH, v\u00e0 STK \u0111ang \u0111\u1ea7u t\u01b0 12-15% doanh thu v\u00e0o c\u00f4ng ngh\u1ec7 s\u1ea3n xu\u1ea5t m\u1edbi, d\u1ef1 ki\u1ebfn s\u1ebd t\u0103ng bi\u00ean l\u1ee3i nhu\u1eadn 3-4 \u0111i\u1ec3m ph\u1ea7n tr\u0103m trong 2 n\u0103m t\u1edbi<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>Nh\u00f3m m\u1edf r\u1ed9ng th\u1ecb tr\u01b0\u1eddng: VGG, TNG, v\u00e0 GMC \u0111ang \u0111a d\u1ea1ng h\u00f3a th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u v\u1edbi t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng 18-22% t\u1ea1i c\u00e1c th\u1ecb tr\u01b0\u1eddng m\u1edbi nh\u01b0 Trung \u0110\u00f4ng, Nga, v\u00e0 Nam Phi<\/li>\n<li class='po-article-page__text po-article-page__text_no-margin po-list-lvl_1'>Nh\u00f3m ESG v\u00e0 s\u1ea3n xu\u1ea5t b\u1ec1n v\u1eefng: MSH, TCM, v\u00e0 EVE d\u1eabn \u0111\u1ea7u v\u1ec1 ch\u1ee9ng nh\u1eadn b\u1ec1n v\u1eefng, m\u1edf r\u1ed9ng th\u1ecb ph\u1ea7n trong ph\u00e2n kh\u00fac th\u1eddi trang cao c\u1ea5p v\u1edbi bi\u00ean l\u1ee3i nhu\u1eadn 25-32%<\/li>\n<\/ul>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>N\u1ec1n t\u1ea3ng Pocket Option cung c\u1ea5p c\u00e1c danh m\u1ee5c \u0111\u1ea7u t\u01b0 m\u1eabu cho c\u1ed5 phi\u1ebfu may m\u1eb7c \u0111\u01b0\u1ee3c c\u00e1 nh\u00e2n h\u00f3a theo m\u1ee5c ti\u00eau t\u00e0i ch\u00ednh v\u00e0 kh\u1ea9u v\u1ecb r\u1ee7i ro c\u1ee7a t\u1eebng nh\u00e0 \u0111\u1ea7u t\u01b0. C\u00f4ng c\u1ee5 &#8220;Portfolio Optimizer&#8221; gi\u00fap x\u00e1c \u0111\u1ecbnh t\u1ef7 l\u1ec7 ph\u00e2n b\u1ed5 t\u1ed1i \u01b0u gi\u1eefa c\u00e1c nh\u00f3m c\u1ed5 phi\u1ebfu \u0111\u1ec3 \u0111\u1ea1t \u0111\u01b0\u1ee3c m\u1ee5c ti\u00eau l\u1ee3i nhu\u1eadn mong mu\u1ed1n v\u1edbi r\u1ee7i ro th\u1ea5p nh\u1ea5t.<\/p>\n<\/div>\n<div class='po-container po-container_width_article-sm'>\n<p class='po-article-page__text'>T\u00f3m l\u1ea1i, c\u1ed5 phi\u1ebfu d\u1ec7t may Vi\u1ec7t Nam 2025-2026 mang \u0111\u1ebfn c\u01a1 h\u1ed9i \u0111\u1ea7u t\u01b0 h\u1ea5p d\u1eabn khi ng\u00e0nh \u0111ang tr\u1ea3i qua s\u1ef1 chuy\u1ec3n \u0111\u1ed5i m\u1ea1nh m\u1ebd. V\u1edbi c\u00e1c chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 th\u00f4ng minh, c\u00f4ng c\u1ee5 ph\u00e2n t\u00edch chuy\u00ean s\u00e2u t\u1eeb Pocket Option, v\u00e0 qu\u1ea3n l\u00fd r\u1ee7i ro ch\u1ee7 \u0111\u1ed9ng, nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 th\u1ec3 x\u00e2y d\u1ef1ng danh m\u1ee5c \u0111\u1ea7u t\u01b0 hi\u1ec7u qu\u1ea3, \u0111\u00f3n \u0111\u1ea7u l\u00e0n s\u00f3ng t\u0103ng tr\u01b0\u1edfng m\u1edbi c\u1ee7a ng\u00e0nh d\u1ec7t may Vi\u1ec7t Nam tr\u00ean tr\u01b0\u1eddng qu\u1ed1c t\u1ebf.<\/p>\n<\/div>\n"},"faq":[{"question":"Nh\u1eefng c\u1ed5 phi\u1ebfu d\u1ec7t may n\u00e0o n\u1ed5i b\u1eadt nh\u1ea5t tr\u00ean th\u1ecb tr\u01b0\u1eddng Vi\u1ec7t Nam v\u00e0o n\u0103m 2025?","answer":"5 c\u1ed5 phi\u1ebfu d\u1ec7t may h\u00e0ng \u0111\u1ea7u c\u1ea7n theo d\u00f5i v\u00e0o n\u0103m 2025 l\u00e0 TCM (Thanh Cong), MSH (Song Hong Garment), STK (Century Synthetic Fiber), TNG v\u00e0 VGG (Viet Tien). TCM n\u1ed5i b\u1eadt v\u1edbi bi\u00ean l\u1ee3i nhu\u1eadn t\u0103ng t\u1eeb 16,7% l\u00ean 23,5% nh\u1edd chuy\u1ec3n \u0111\u1ed5i sang m\u00f4 h\u00ecnh kinh doanh ODM (85% doanh thu). MSH d\u1eabn \u0111\u1ea7u v\u1ec1 \u0111\u01a1n h\u00e0ng xu\u1ea5t kh\u1ea9u v\u1edbi l\u01b0\u1ee3ng \u0111\u01a1n h\u00e0ng t\u1ed3n \u0111\u1ecdng \u0111\u1ebfn qu\u00fd 3\/2025 v\u00e0 ROE \u0111\u1ea1t 19,4%. STK l\u00e0 ti\u00ean phong trong v\u1eadt li\u1ec7u t\u00e1i ch\u1ebf v\u1edbi 82% doanh thu t\u1eeb xu\u1ea5t kh\u1ea9u v\u00e0 bi\u00ean l\u1ee3i nhu\u1eadn \u0111\u1ea1t 28,3%. TNG v\u00e0 VGG \u0111ang m\u1edf r\u1ed9ng m\u1ea1nh m\u1ebd v\u00e0o c\u00e1c th\u1ecb tr\u01b0\u1eddng m\u1edbi nh\u01b0 Trung \u0110\u00f4ng v\u00e0 ASEAN v\u1edbi t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng t\u1eeb 18-22%."},{"question":"L\u00e0m th\u1ebf n\u00e0o \u0111\u1ec3 th\u1ef1c hi\u1ec7n ph\u00e2n t\u00edch c\u01a1 b\u1ea3n hi\u1ec7u qu\u1ea3 \u0111\u1ed1i v\u1edbi c\u1ed5 phi\u1ebfu d\u1ec7t may v\u00e0o n\u0103m 2025?","answer":"Ph\u00e2n t\u00edch c\u01a1 b\u1ea3n hi\u1ec7u qu\u1ea3 c\u1ee7a c\u1ed5 phi\u1ebfu ng\u00e0nh d\u1ec7t may v\u00e0o n\u0103m 2025 n\u00ean t\u1eadp trung v\u00e0o 5 ch\u1ec9 s\u1ed1 ch\u00ednh: P\/E (ng\u01b0\u1ee1ng l\u00fd t\u01b0\u1edfng 8-10), ROE (>18%), V\u00f2ng quay h\u00e0ng t\u1ed3n kho (>5,5 l\u1ea7n\/n\u0103m), T\u1ef7 l\u1ec7 n\u0103ng l\u1ef1c xu\u1ea5t kh\u1ea9u (>75%) v\u00e0 \u0111\u1eb7c bi\u1ec7t l\u00e0 \"\u0110\u01a1n h\u00e0ng t\u1ed3n \u0111\u1ecdng n\u01b0\u1edbc ngo\u00e0i\" - m\u1ed9t ch\u1ec9 s\u1ed1 c\u00f3 t\u01b0\u01a1ng quan 87% v\u1edbi bi\u1ebfn \u0111\u1ed9ng gi\u00e1. Ph\u00e2n t\u00edch chu\u1ed7i gi\u00e1 tr\u1ecb c\u1ee7a c\u00f4ng ty l\u00e0 y\u1ebfu t\u1ed1 quy\u1ebft \u0111\u1ecbnh: c\u00e1c c\u00f4ng ty ODM\/OBM c\u00f3 bi\u00ean l\u1ee3i nhu\u1eadn cao h\u01a1n 10-20 \u0111i\u1ec3m ph\u1ea7n tr\u0103m so v\u1edbi CMT. N\u1ec1n t\u1ea3ng Pocket Option cung c\u1ea5p c\u00f4ng c\u1ee5 \"Textile Industry Scanner\" cho ph\u00e9p so s\u00e1nh 24 ch\u1ec9 s\u1ed1 t\u00e0i ch\u00ednh theo ti\u00eau chu\u1ea9n ng\u00e0nh, gi\u00fap x\u00e1c \u0111\u1ecbnh ch\u00ednh x\u00e1c c\u00e1c c\u1ed5 phi\u1ebfu ti\u1ec1m n\u0103ng tr\u01b0\u1edbc th\u1ecb tr\u01b0\u1eddng."},{"question":"Nh\u1eefng y\u1ebfu t\u1ed1 n\u00e0o \u1ea3nh h\u01b0\u1edfng m\u1ea1nh nh\u1ea5t \u0111\u1ebfn gi\u00e1 c\u1ed5 phi\u1ebfu d\u1ec7t may Vi\u1ec7t Nam trong giai \u0111o\u1ea1n 2025-2026?","answer":"Ba y\u1ebfu t\u1ed1 quy\u1ebft \u0111\u1ecbnh 78% bi\u1ebfn \u0111\u1ed9ng gi\u00e1 c\u1ed5 phi\u1ebfu d\u1ec7t may trong giai \u0111o\u1ea1n 2025-2026: (1) T\u1ef7 gi\u00e1 USD\/VND - khi USD t\u0103ng 1%, c\u1ed5 phi\u1ebfu d\u1ec7t may th\u01b0\u1eddng t\u0103ng 1,3-1,7% trong v\u00f2ng 2-3 tu\u1ea7n; (2) \u0110i\u1ec1u ki\u1ec7n kinh t\u1ebf t\u1ea1i c\u00e1c th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u - t\u0103ng 1% GDP c\u1ee7a M\u1ef9 th\u01b0\u1eddng d\u1eabn \u0111\u1ebfn t\u0103ng 2,7% \u0111\u01a1n h\u00e0ng v\u00e0 t\u0103ng 3,5-4,2% gi\u00e1 c\u1ed5 phi\u1ebfu; (3) Kh\u1ea3 n\u0103ng chuy\u1ec3n \u0111\u1ed5i chu\u1ed7i gi\u00e1 tr\u1ecb - c\u00e1c c\u00f4ng ty chuy\u1ec3n t\u1eeb CMT sang ODM th\u1ea5y ROE t\u0103ng trung b\u00ecnh 5-7 \u0111i\u1ec3m ph\u1ea7n tr\u0103m trong 2 n\u0103m. C\u00f4ng c\u1ee5 \"Currency Impact Tracker\" c\u1ee7a Pocket Option gi\u00fap \u0111\u00e1nh gi\u00e1 t\u00e1c \u0111\u1ed9ng c\u1ee7a bi\u1ebfn \u0111\u1ed9ng t\u1ef7 gi\u00e1 l\u00ean c\u00e1c c\u1ed5 phi\u1ebfu c\u1ee5 th\u1ec3 v\u1edbi \u0111\u1ed9 ch\u00ednh x\u00e1c 84% trong vi\u1ec7c d\u1ef1 \u0111o\u00e1n bi\u1ebfn \u0111\u1ed9ng gi\u00e1 trong 1-2 th\u00e1ng."},{"question":"Chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 n\u00e0o c\u00f3 l\u1ee3i nhu\u1eadn cao nh\u1ea5t cho c\u1ed5 phi\u1ebfu d\u1ec7t may trong b\u1ed1i c\u1ea3nh n\u0103m 2025?","answer":"Chi\u1ebfn l\u01b0\u1ee3c \"ESG Premium\" \u0111ang mang l\u1ea1i l\u1ee3i nhu\u1eadn v\u01b0\u1ee3t tr\u1ed9i 22,4%\/n\u0103m cho c\u00e1c kho\u1ea3n \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu d\u1ec7t may v\u00e0o n\u0103m 2025. Chi\u1ebfn l\u01b0\u1ee3c n\u00e0y t\u1eadp trung v\u00e0o c\u00e1c c\u00f4ng ty \u0111\u00e3 \u0111\u1ea1t \u0111\u01b0\u1ee3c ch\u1ee9ng nh\u1eadn qu\u1ed1c t\u1ebf v\u1ec1 s\u1ea3n xu\u1ea5t b\u1ec1n v\u1eefng (LEED, GOTS, BCI), \u0111\u01b0\u1ee3c \u0111\u1ecbnh gi\u00e1 cao h\u01a1n 15-22% so v\u1edbi c\u00e1c c\u00f4ng ty ch\u01b0a \u0111\u1ea1t ti\u00eau chu\u1ea9n n\u00e0y. TCM, MSH v\u00e0 STK l\u00e0 3 c\u00f4ng ty d\u1eabn \u0111\u1ea7u trong xu h\u01b0\u1edbng n\u00e0y, v\u1edbi t\u1ef7 l\u1ec7 \u0111\u01a1n h\u00e0ng cao c\u1ea5p t\u1eeb EU v\u00e0 M\u1ef9 t\u0103ng 28-35% v\u00e0o n\u0103m 2024. K\u1ebft h\u1ee3p ph\u00e2n b\u1ed5 t\u00e0i s\u1ea3n theo m\u00f4 h\u00ecnh 4-3-2-1 (40% c\u00f4ng ty l\u1edbn, 30% c\u00f4ng ty v\u1eeba, 20% c\u00f4ng ty ODM\/OBM, 10% c\u00f4ng ty nguy\u00ean li\u1ec7u) s\u1ebd t\u1ed1i \u01b0u h\u00f3a l\u1ee3i nhu\u1eadn v\u1edbi r\u1ee7i ro \u0111\u01b0\u1ee3c ki\u1ec3m so\u00e1t. C\u00f4ng c\u1ee5 \"Strategy Optimizer\" c\u1ee7a Pocket Option gi\u00fap thi\u1ebft l\u1eadp t\u00edn hi\u1ec7u mua\/b\u00e1n t\u1ef1 \u0111\u1ed9ng d\u1ef1a tr\u00ean chi\u1ebfn l\u01b0\u1ee3c n\u00e0y."},{"question":"L\u00e0m th\u1ebf n\u00e0o \u0111\u1ec3 qu\u1ea3n l\u00fd r\u1ee7i ro hi\u1ec7u qu\u1ea3 khi \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu d\u1ec7t may Vi\u1ec7t Nam?","answer":"Qu\u1ea3n l\u00fd r\u1ee7i ro hi\u1ec7u qu\u1ea3 khi \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu d\u1ec7t may \u0111\u00f2i h\u1ecfi 5 bi\u1ec7n ph\u00e1p c\u1ee5 th\u1ec3: (1) Th\u1ef1c hi\u1ec7n h\u1ec7 th\u1ed1ng d\u1eebng l\u1ed7 \u0111\u1ed9ng: 10-12% cho giao d\u1ecbch ng\u1eafn h\u1ea1n, 15-18% cho \u0111\u1ea7u t\u01b0 trung h\u1ea1n, v\u00e0 20% d\u1eebng l\u1ed7 k\u00e9o d\u00e0i cho \u0111\u1ea7u t\u01b0 d\u00e0i h\u1ea1n; (2) \u0110a d\u1ea1ng h\u00f3a theo th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u: 30-35% M\u1ef9, 25-30% EU, 20-25% Nh\u1eadt B\u1ea3n\/H\u00e0n Qu\u1ed1c, 15-20% th\u1ecb tr\u01b0\u1eddng m\u1edbi; (3) Theo d\u00f5i \"\u0110i\u1ec3m Kh\u1ea3 N\u0103ng Ch\u1ecbu R\u1ee7i Ro\" do Pocket Option ph\u00e1t tri\u1ec3n \u0111\u1ec3 \u0111\u00e1nh gi\u00e1 kh\u1ea3 n\u0103ng ch\u1ecbu r\u1ee7i ro; (4) \u01afu ti\u00ean c\u00e1c c\u00f4ng ty c\u00f3 h\u1ee3p \u0111\u1ed3ng nguy\u00ean li\u1ec7u gi\u00e1 c\u1ed1 \u0111\u1ecbnh d\u00e0i h\u1ea1n (>6 th\u00e1ng); (5) \u0110a d\u1ea1ng h\u00f3a gi\u1eefa c\u00e1c c\u00f4ng ty xu\u1ea5t kh\u1ea9u (75%) v\u00e0 c\u00e1c c\u00f4ng ty ph\u1ee5c v\u1ee5 th\u1ecb tr\u01b0\u1eddng n\u1ed9i \u0111\u1ecba (25%) \u0111\u1ec3 gi\u1ea3m thi\u1ec3u t\u00e1c \u0111\u1ed9ng c\u1ee7a bi\u1ebfn \u0111\u1ed9ng th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf. C\u00f4ng c\u1ee5 \"Risk Radar\" c\u1ee7a Pocket Option \u0111\u00e3 c\u1ea3nh b\u00e1o ch\u00ednh x\u00e1c 83% c\u00e1c \u0111\u1ee3t gi\u1ea3m m\u1ea1nh (>15%) trong c\u1ed5 phi\u1ebfu d\u1ec7t may trong giai \u0111o\u1ea1n 2022-2024."}],"faq_source":{"label":"FAQ","type":"repeater","formatted_value":[{"question":"Nh\u1eefng c\u1ed5 phi\u1ebfu d\u1ec7t may n\u00e0o n\u1ed5i b\u1eadt nh\u1ea5t tr\u00ean th\u1ecb tr\u01b0\u1eddng Vi\u1ec7t Nam v\u00e0o n\u0103m 2025?","answer":"5 c\u1ed5 phi\u1ebfu d\u1ec7t may h\u00e0ng \u0111\u1ea7u c\u1ea7n theo d\u00f5i v\u00e0o n\u0103m 2025 l\u00e0 TCM (Thanh Cong), MSH (Song Hong Garment), STK (Century Synthetic Fiber), TNG v\u00e0 VGG (Viet Tien). TCM n\u1ed5i b\u1eadt v\u1edbi bi\u00ean l\u1ee3i nhu\u1eadn t\u0103ng t\u1eeb 16,7% l\u00ean 23,5% nh\u1edd chuy\u1ec3n \u0111\u1ed5i sang m\u00f4 h\u00ecnh kinh doanh ODM (85% doanh thu). MSH d\u1eabn \u0111\u1ea7u v\u1ec1 \u0111\u01a1n h\u00e0ng xu\u1ea5t kh\u1ea9u v\u1edbi l\u01b0\u1ee3ng \u0111\u01a1n h\u00e0ng t\u1ed3n \u0111\u1ecdng \u0111\u1ebfn qu\u00fd 3\/2025 v\u00e0 ROE \u0111\u1ea1t 19,4%. STK l\u00e0 ti\u00ean phong trong v\u1eadt li\u1ec7u t\u00e1i ch\u1ebf v\u1edbi 82% doanh thu t\u1eeb xu\u1ea5t kh\u1ea9u v\u00e0 bi\u00ean l\u1ee3i nhu\u1eadn \u0111\u1ea1t 28,3%. TNG v\u00e0 VGG \u0111ang m\u1edf r\u1ed9ng m\u1ea1nh m\u1ebd v\u00e0o c\u00e1c th\u1ecb tr\u01b0\u1eddng m\u1edbi nh\u01b0 Trung \u0110\u00f4ng v\u00e0 ASEAN v\u1edbi t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng t\u1eeb 18-22%."},{"question":"L\u00e0m th\u1ebf n\u00e0o \u0111\u1ec3 th\u1ef1c hi\u1ec7n ph\u00e2n t\u00edch c\u01a1 b\u1ea3n hi\u1ec7u qu\u1ea3 \u0111\u1ed1i v\u1edbi c\u1ed5 phi\u1ebfu d\u1ec7t may v\u00e0o n\u0103m 2025?","answer":"Ph\u00e2n t\u00edch c\u01a1 b\u1ea3n hi\u1ec7u qu\u1ea3 c\u1ee7a c\u1ed5 phi\u1ebfu ng\u00e0nh d\u1ec7t may v\u00e0o n\u0103m 2025 n\u00ean t\u1eadp trung v\u00e0o 5 ch\u1ec9 s\u1ed1 ch\u00ednh: P\/E (ng\u01b0\u1ee1ng l\u00fd t\u01b0\u1edfng 8-10), ROE (>18%), V\u00f2ng quay h\u00e0ng t\u1ed3n kho (>5,5 l\u1ea7n\/n\u0103m), T\u1ef7 l\u1ec7 n\u0103ng l\u1ef1c xu\u1ea5t kh\u1ea9u (>75%) v\u00e0 \u0111\u1eb7c bi\u1ec7t l\u00e0 \"\u0110\u01a1n h\u00e0ng t\u1ed3n \u0111\u1ecdng n\u01b0\u1edbc ngo\u00e0i\" - m\u1ed9t ch\u1ec9 s\u1ed1 c\u00f3 t\u01b0\u01a1ng quan 87% v\u1edbi bi\u1ebfn \u0111\u1ed9ng gi\u00e1. Ph\u00e2n t\u00edch chu\u1ed7i gi\u00e1 tr\u1ecb c\u1ee7a c\u00f4ng ty l\u00e0 y\u1ebfu t\u1ed1 quy\u1ebft \u0111\u1ecbnh: c\u00e1c c\u00f4ng ty ODM\/OBM c\u00f3 bi\u00ean l\u1ee3i nhu\u1eadn cao h\u01a1n 10-20 \u0111i\u1ec3m ph\u1ea7n tr\u0103m so v\u1edbi CMT. N\u1ec1n t\u1ea3ng Pocket Option cung c\u1ea5p c\u00f4ng c\u1ee5 \"Textile Industry Scanner\" cho ph\u00e9p so s\u00e1nh 24 ch\u1ec9 s\u1ed1 t\u00e0i ch\u00ednh theo ti\u00eau chu\u1ea9n ng\u00e0nh, gi\u00fap x\u00e1c \u0111\u1ecbnh ch\u00ednh x\u00e1c c\u00e1c c\u1ed5 phi\u1ebfu ti\u1ec1m n\u0103ng tr\u01b0\u1edbc th\u1ecb tr\u01b0\u1eddng."},{"question":"Nh\u1eefng y\u1ebfu t\u1ed1 n\u00e0o \u1ea3nh h\u01b0\u1edfng m\u1ea1nh nh\u1ea5t \u0111\u1ebfn gi\u00e1 c\u1ed5 phi\u1ebfu d\u1ec7t may Vi\u1ec7t Nam trong giai \u0111o\u1ea1n 2025-2026?","answer":"Ba y\u1ebfu t\u1ed1 quy\u1ebft \u0111\u1ecbnh 78% bi\u1ebfn \u0111\u1ed9ng gi\u00e1 c\u1ed5 phi\u1ebfu d\u1ec7t may trong giai \u0111o\u1ea1n 2025-2026: (1) T\u1ef7 gi\u00e1 USD\/VND - khi USD t\u0103ng 1%, c\u1ed5 phi\u1ebfu d\u1ec7t may th\u01b0\u1eddng t\u0103ng 1,3-1,7% trong v\u00f2ng 2-3 tu\u1ea7n; (2) \u0110i\u1ec1u ki\u1ec7n kinh t\u1ebf t\u1ea1i c\u00e1c th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u - t\u0103ng 1% GDP c\u1ee7a M\u1ef9 th\u01b0\u1eddng d\u1eabn \u0111\u1ebfn t\u0103ng 2,7% \u0111\u01a1n h\u00e0ng v\u00e0 t\u0103ng 3,5-4,2% gi\u00e1 c\u1ed5 phi\u1ebfu; (3) Kh\u1ea3 n\u0103ng chuy\u1ec3n \u0111\u1ed5i chu\u1ed7i gi\u00e1 tr\u1ecb - c\u00e1c c\u00f4ng ty chuy\u1ec3n t\u1eeb CMT sang ODM th\u1ea5y ROE t\u0103ng trung b\u00ecnh 5-7 \u0111i\u1ec3m ph\u1ea7n tr\u0103m trong 2 n\u0103m. C\u00f4ng c\u1ee5 \"Currency Impact Tracker\" c\u1ee7a Pocket Option gi\u00fap \u0111\u00e1nh gi\u00e1 t\u00e1c \u0111\u1ed9ng c\u1ee7a bi\u1ebfn \u0111\u1ed9ng t\u1ef7 gi\u00e1 l\u00ean c\u00e1c c\u1ed5 phi\u1ebfu c\u1ee5 th\u1ec3 v\u1edbi \u0111\u1ed9 ch\u00ednh x\u00e1c 84% trong vi\u1ec7c d\u1ef1 \u0111o\u00e1n bi\u1ebfn \u0111\u1ed9ng gi\u00e1 trong 1-2 th\u00e1ng."},{"question":"Chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 n\u00e0o c\u00f3 l\u1ee3i nhu\u1eadn cao nh\u1ea5t cho c\u1ed5 phi\u1ebfu d\u1ec7t may trong b\u1ed1i c\u1ea3nh n\u0103m 2025?","answer":"Chi\u1ebfn l\u01b0\u1ee3c \"ESG Premium\" \u0111ang mang l\u1ea1i l\u1ee3i nhu\u1eadn v\u01b0\u1ee3t tr\u1ed9i 22,4%\/n\u0103m cho c\u00e1c kho\u1ea3n \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu d\u1ec7t may v\u00e0o n\u0103m 2025. Chi\u1ebfn l\u01b0\u1ee3c n\u00e0y t\u1eadp trung v\u00e0o c\u00e1c c\u00f4ng ty \u0111\u00e3 \u0111\u1ea1t \u0111\u01b0\u1ee3c ch\u1ee9ng nh\u1eadn qu\u1ed1c t\u1ebf v\u1ec1 s\u1ea3n xu\u1ea5t b\u1ec1n v\u1eefng (LEED, GOTS, BCI), \u0111\u01b0\u1ee3c \u0111\u1ecbnh gi\u00e1 cao h\u01a1n 15-22% so v\u1edbi c\u00e1c c\u00f4ng ty ch\u01b0a \u0111\u1ea1t ti\u00eau chu\u1ea9n n\u00e0y. TCM, MSH v\u00e0 STK l\u00e0 3 c\u00f4ng ty d\u1eabn \u0111\u1ea7u trong xu h\u01b0\u1edbng n\u00e0y, v\u1edbi t\u1ef7 l\u1ec7 \u0111\u01a1n h\u00e0ng cao c\u1ea5p t\u1eeb EU v\u00e0 M\u1ef9 t\u0103ng 28-35% v\u00e0o n\u0103m 2024. K\u1ebft h\u1ee3p ph\u00e2n b\u1ed5 t\u00e0i s\u1ea3n theo m\u00f4 h\u00ecnh 4-3-2-1 (40% c\u00f4ng ty l\u1edbn, 30% c\u00f4ng ty v\u1eeba, 20% c\u00f4ng ty ODM\/OBM, 10% c\u00f4ng ty nguy\u00ean li\u1ec7u) s\u1ebd t\u1ed1i \u01b0u h\u00f3a l\u1ee3i nhu\u1eadn v\u1edbi r\u1ee7i ro \u0111\u01b0\u1ee3c ki\u1ec3m so\u00e1t. C\u00f4ng c\u1ee5 \"Strategy Optimizer\" c\u1ee7a Pocket Option gi\u00fap thi\u1ebft l\u1eadp t\u00edn hi\u1ec7u mua\/b\u00e1n t\u1ef1 \u0111\u1ed9ng d\u1ef1a tr\u00ean chi\u1ebfn l\u01b0\u1ee3c n\u00e0y."},{"question":"L\u00e0m th\u1ebf n\u00e0o \u0111\u1ec3 qu\u1ea3n l\u00fd r\u1ee7i ro hi\u1ec7u qu\u1ea3 khi \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu d\u1ec7t may Vi\u1ec7t Nam?","answer":"Qu\u1ea3n l\u00fd r\u1ee7i ro hi\u1ec7u qu\u1ea3 khi \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu d\u1ec7t may \u0111\u00f2i h\u1ecfi 5 bi\u1ec7n ph\u00e1p c\u1ee5 th\u1ec3: (1) Th\u1ef1c hi\u1ec7n h\u1ec7 th\u1ed1ng d\u1eebng l\u1ed7 \u0111\u1ed9ng: 10-12% cho giao d\u1ecbch ng\u1eafn h\u1ea1n, 15-18% cho \u0111\u1ea7u t\u01b0 trung h\u1ea1n, v\u00e0 20% d\u1eebng l\u1ed7 k\u00e9o d\u00e0i cho \u0111\u1ea7u t\u01b0 d\u00e0i h\u1ea1n; (2) \u0110a d\u1ea1ng h\u00f3a theo th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u: 30-35% M\u1ef9, 25-30% EU, 20-25% Nh\u1eadt B\u1ea3n\/H\u00e0n Qu\u1ed1c, 15-20% th\u1ecb tr\u01b0\u1eddng m\u1edbi; (3) Theo d\u00f5i \"\u0110i\u1ec3m Kh\u1ea3 N\u0103ng Ch\u1ecbu R\u1ee7i Ro\" do Pocket Option ph\u00e1t tri\u1ec3n \u0111\u1ec3 \u0111\u00e1nh gi\u00e1 kh\u1ea3 n\u0103ng ch\u1ecbu r\u1ee7i ro; (4) \u01afu ti\u00ean c\u00e1c c\u00f4ng ty c\u00f3 h\u1ee3p \u0111\u1ed3ng nguy\u00ean li\u1ec7u gi\u00e1 c\u1ed1 \u0111\u1ecbnh d\u00e0i h\u1ea1n (>6 th\u00e1ng); (5) \u0110a d\u1ea1ng h\u00f3a gi\u1eefa c\u00e1c c\u00f4ng ty xu\u1ea5t kh\u1ea9u (75%) v\u00e0 c\u00e1c c\u00f4ng ty ph\u1ee5c v\u1ee5 th\u1ecb tr\u01b0\u1eddng n\u1ed9i \u0111\u1ecba (25%) \u0111\u1ec3 gi\u1ea3m thi\u1ec3u t\u00e1c \u0111\u1ed9ng c\u1ee7a bi\u1ebfn \u0111\u1ed9ng th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf. C\u00f4ng c\u1ee5 \"Risk Radar\" c\u1ee7a Pocket Option \u0111\u00e3 c\u1ea3nh b\u00e1o ch\u00ednh x\u00e1c 83% c\u00e1c \u0111\u1ee3t gi\u1ea3m m\u1ea1nh (>15%) trong c\u1ed5 phi\u1ebfu d\u1ec7t may trong giai \u0111o\u1ea1n 2022-2024."}]}},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.8 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>C\u1ed5 phi\u1ebfu d\u1ec7t may: 5 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 hi\u1ec7u qu\u1ea3 n\u0103m 2025<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"C\u1ed5 phi\u1ebfu d\u1ec7t may: 5 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 hi\u1ec7u qu\u1ea3 n\u0103m 2025\" \/>\n<meta property=\"og:url\" content=\"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/\" \/>\n<meta property=\"og:site_name\" content=\"Pocket Option blog\" \/>\n<meta property=\"article:published_time\" content=\"2025-07-11T22:46:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/04\/1742024181973-139959806-5.webp\" \/>\n\t<meta property=\"og:image:width\" content=\"1840\" \/>\n\t<meta property=\"og:image:height\" content=\"700\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/webp\" \/>\n<meta name=\"author\" content=\"Igor OK\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Igor OK\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/\"},\"author\":{\"name\":\"Igor OK\",\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/#\/schema\/person\/05fda70241a3f566579f07d29b86abe1\"},\"headline\":\"C\u1ed5 phi\u1ebfu d\u1ec7t may: 5 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 hi\u1ec7u qu\u1ea3 n\u0103m 2025\",\"datePublished\":\"2025-07-11T22:46:06+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/\"},\"wordCount\":17,\"commentCount\":0,\"image\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/04\/1742024181973-139959806-5.webp\",\"keywords\":[\"investment\",\"platform\",\"stock\"],\"articleSection\":[\"Trading\"],\"inLanguage\":\"vt-VT\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/\",\"url\":\"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/\",\"name\":\"C\u1ed5 phi\u1ebfu d\u1ec7t may: 5 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 hi\u1ec7u qu\u1ea3 n\u0103m 2025\",\"isPartOf\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/04\/1742024181973-139959806-5.webp\",\"datePublished\":\"2025-07-11T22:46:06+00:00\",\"author\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/#\/schema\/person\/05fda70241a3f566579f07d29b86abe1\"},\"breadcrumb\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/#breadcrumb\"},\"inLanguage\":\"vt-VT\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"vt-VT\",\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/#primaryimage\",\"url\":\"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/04\/1742024181973-139959806-5.webp\",\"contentUrl\":\"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/04\/1742024181973-139959806-5.webp\",\"width\":1840,\"height\":700},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/pocketoption.com\/blog\/vt\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"C\u1ed5 phi\u1ebfu d\u1ec7t may: 5 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 hi\u1ec7u qu\u1ea3 n\u0103m 2025\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/#website\",\"url\":\"https:\/\/pocketoption.com\/blog\/vt\/\",\"name\":\"Pocket Option blog\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/pocketoption.com\/blog\/vt\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"vt-VT\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/#\/schema\/person\/05fda70241a3f566579f07d29b86abe1\",\"name\":\"Igor OK\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"vt-VT\",\"@id\":\"https:\/\/secure.gravatar.com\/avatar\/e5fbed1dc1da2ff83979b615e4828e7df0c88fac5b639802fd2584529c335ede?s=96&d=mm&r=g\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/e5fbed1dc1da2ff83979b615e4828e7df0c88fac5b639802fd2584529c335ede?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/e5fbed1dc1da2ff83979b615e4828e7df0c88fac5b639802fd2584529c335ede?s=96&d=mm&r=g\",\"caption\":\"Igor OK\"},\"url\":\"https:\/\/pocketoption.com\/blog\/vt\/author\/igor-ok\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"C\u1ed5 phi\u1ebfu d\u1ec7t may: 5 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 hi\u1ec7u qu\u1ea3 n\u0103m 2025","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/","og_locale":"en_US","og_type":"article","og_title":"C\u1ed5 phi\u1ebfu d\u1ec7t may: 5 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 hi\u1ec7u qu\u1ea3 n\u0103m 2025","og_url":"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/","og_site_name":"Pocket Option blog","article_published_time":"2025-07-11T22:46:06+00:00","og_image":[{"width":1840,"height":700,"url":"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/04\/1742024181973-139959806-5.webp","type":"image\/webp"}],"author":"Igor OK","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Igor OK"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/#article","isPartOf":{"@id":"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/"},"author":{"name":"Igor OK","@id":"https:\/\/pocketoption.com\/blog\/vt\/#\/schema\/person\/05fda70241a3f566579f07d29b86abe1"},"headline":"C\u1ed5 phi\u1ebfu d\u1ec7t may: 5 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 hi\u1ec7u qu\u1ea3 n\u0103m 2025","datePublished":"2025-07-11T22:46:06+00:00","mainEntityOfPage":{"@id":"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/"},"wordCount":17,"commentCount":0,"image":{"@id":"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/#primaryimage"},"thumbnailUrl":"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/04\/1742024181973-139959806-5.webp","keywords":["investment","platform","stock"],"articleSection":["Trading"],"inLanguage":"vt-VT","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/","url":"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/","name":"C\u1ed5 phi\u1ebfu d\u1ec7t may: 5 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 hi\u1ec7u qu\u1ea3 n\u0103m 2025","isPartOf":{"@id":"https:\/\/pocketoption.com\/blog\/vt\/#website"},"primaryImageOfPage":{"@id":"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/#primaryimage"},"image":{"@id":"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/#primaryimage"},"thumbnailUrl":"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/04\/1742024181973-139959806-5.webp","datePublished":"2025-07-11T22:46:06+00:00","author":{"@id":"https:\/\/pocketoption.com\/blog\/vt\/#\/schema\/person\/05fda70241a3f566579f07d29b86abe1"},"breadcrumb":{"@id":"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/#breadcrumb"},"inLanguage":"vt-VT","potentialAction":[{"@type":"ReadAction","target":["https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/"]}]},{"@type":"ImageObject","inLanguage":"vt-VT","@id":"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/#primaryimage","url":"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/04\/1742024181973-139959806-5.webp","contentUrl":"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/04\/1742024181973-139959806-5.webp","width":1840,"height":700},{"@type":"BreadcrumbList","@id":"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/trading\/textile-stock\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/pocketoption.com\/blog\/vt\/"},{"@type":"ListItem","position":2,"name":"C\u1ed5 phi\u1ebfu d\u1ec7t may: 5 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0 hi\u1ec7u qu\u1ea3 n\u0103m 2025"}]},{"@type":"WebSite","@id":"https:\/\/pocketoption.com\/blog\/vt\/#website","url":"https:\/\/pocketoption.com\/blog\/vt\/","name":"Pocket Option blog","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/pocketoption.com\/blog\/vt\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"vt-VT"},{"@type":"Person","@id":"https:\/\/pocketoption.com\/blog\/vt\/#\/schema\/person\/05fda70241a3f566579f07d29b86abe1","name":"Igor OK","image":{"@type":"ImageObject","inLanguage":"vt-VT","@id":"https:\/\/secure.gravatar.com\/avatar\/e5fbed1dc1da2ff83979b615e4828e7df0c88fac5b639802fd2584529c335ede?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/e5fbed1dc1da2ff83979b615e4828e7df0c88fac5b639802fd2584529c335ede?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/e5fbed1dc1da2ff83979b615e4828e7df0c88fac5b639802fd2584529c335ede?s=96&d=mm&r=g","caption":"Igor OK"},"url":"https:\/\/pocketoption.com\/blog\/vt\/author\/igor-ok\/"}]}},"po_author":null,"po__editor":null,"po_last_edited":null,"wpml_current_locale":"vt_VT","wpml_translations":{"pt_AA":{"locale":"pt_AA","id":302142,"slug":"textile-stock","post_title":"A\u00e7\u00f5es t\u00eaxteis: 5 estrat\u00e9gias de investimento eficazes em 2025","href":"https:\/\/pocketoption.com\/blog\/pt\/knowledge-base\/trading\/textile-stock\/"}},"_links":{"self":[{"href":"https:\/\/pocketoption.com\/blog\/vt\/wp-json\/wp\/v2\/posts\/302147","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pocketoption.com\/blog\/vt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/pocketoption.com\/blog\/vt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/pocketoption.com\/blog\/vt\/wp-json\/wp\/v2\/users\/50"}],"replies":[{"embeddable":true,"href":"https:\/\/pocketoption.com\/blog\/vt\/wp-json\/wp\/v2\/comments?post=302147"}],"version-history":[{"count":0,"href":"https:\/\/pocketoption.com\/blog\/vt\/wp-json\/wp\/v2\/posts\/302147\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/pocketoption.com\/blog\/vt\/wp-json\/wp\/v2\/media\/193299"}],"wp:attachment":[{"href":"https:\/\/pocketoption.com\/blog\/vt\/wp-json\/wp\/v2\/media?parent=302147"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/pocketoption.com\/blog\/vt\/wp-json\/wp\/v2\/categories?post=302147"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/pocketoption.com\/blog\/vt\/wp-json\/wp\/v2\/tags?post=302147"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}