{"id":2160,"date":"2026-02-24T12:05:47","date_gmt":"2026-02-24T04:05:47","guid":{"rendered":"https:\/\/responsiblesupplychain.asia\/from-china1-to-vietnam1-and-now-what-comes-next-for-apac-supply-chains\/"},"modified":"2026-02-25T09:54:53","modified_gmt":"2026-02-25T01:54:53","slug":"from-china1-to-vietnam1-and-now-what-comes-next-for-apac-supply-chains","status":"publish","type":"post","link":"https:\/\/responsiblesupplychain.asia\/vi\/from-china1-to-vietnam1-and-now-what-comes-next-for-apac-supply-chains\/","title":{"rendered":"T\u1eeb \u201cTrung Qu\u1ed1c +1\u201d \u0111\u1ebfn \u201cVi\u1ec7t Nam +1\u201d \u2014 v\u00e0 b\u01b0\u1edbc ti\u1ebfp theo c\u1ee7a chu\u1ed7i cung \u1ee9ng APAC l\u00e0 g\u00ec?"},"content":{"rendered":"

Tr\u01b0\u1edbc \u0111\u00e2y, ph\u1ea7n l\u1edbn tranh lu\u1eadn ch\u1ec9 xoay quanh m\u1ed9t c\u00e2u h\u1ecfi:
\u201cQu\u1ed1c gia n\u00e0o s\u1ebd l\u00e0 Trung Qu\u1ed1c ti\u1ebfp theo?\u201d<\/p>\n

\u0110\u1ebfn nay, \u0111\u00f3 kh\u00f4ng c\u00f2n l\u00e0 c\u00e2u h\u1ecfi \u0111\u00fang tr\u1ecdng t\u00e2m n\u1eefa.<\/p>\n

Trong n\u0103m 2026, c\u00e2u h\u1ecfi h\u1eefu \u00edch h\u01a1n l\u00e0: doanh nghi\u1ec7p ph\u1ea3i x\u00e2y d\u1ef1ng danh m\u1ee5c \u0111\u1ecba \u0111i\u1ec3m s\u1ea3n xu\u1ea5t<\/strong> nh\u01b0 th\u1ebf n\u00e0o \u0111\u1ec3 v\u1eeba ph\u00e2n t\u00e1n r\u1ee7i ro, v\u1eeba kh\u00f4ng t\u1ea1o ra r\u1ee7i ro t\u1eadp trung m\u1edbi, kho\u1ea3ng tr\u1ed1ng qu\u1ea3n tr\u1ecb, hay m\u1ed9t c\u1ea5u tr\u00fac chi ph\u00ed v\u01b0\u1ee3t qu\u00e1 kh\u1ea3 n\u0103ng ki\u1ec3m so\u00e1t?<\/p>\n

Vi\u1ec7t Nam v\u1eabn l\u00e0 m\u1ed9t trong nh\u1eefng n\u01b0\u1edbc h\u01b0\u1edfng l\u1ee3i r\u00f5 nh\u1ea5t t\u1eeb l\u00e0n s\u00f3ng \u0111a d\u1ea1ng ho\u00e1 chu\u1ed7i cung \u1ee9ng. Theo Reuters d\u1eabn s\u1ed1 li\u1ec7u ch\u00ednh th\u1ee9c, GDP c\u1ee7a Vi\u1ec7t Nam n\u0103m 2024 t\u0103ng 7,09%, xu\u1ea5t kh\u1ea9u t\u0103ng 14,3% l\u00ean 405,53 t\u1ef7 USD, v\u00e0 v\u1ed1n FDI gi\u1ea3i ng\u00e2n t\u0103ng 9,4% l\u00ean 25,35 t\u1ef7 USD. Nh\u01b0ng \u0111i c\u00f9ng v\u1edbi \u201cc\u00e2u chuy\u1ec7n Vi\u1ec7t Nam\u201d l\u00e0 nh\u1eefng c\u00e2u h\u1ecfi v\u1eadn h\u00e0nh ng\u00e0y c\u00e0ng kh\u00f3 h\u01a1n: \u0111\u1ed9 \u1ed5n \u0111\u1ecbnh c\u1ee7a ngu\u1ed3n \u0111i\u1ec7n, chi ph\u00ed lao \u0111\u1ed9ng, v\u00e0 m\u1ee9c \u0111\u1ed9 ph\u01a1i nhi\u1ec5m v\u1edbi r\u1ee7i ro thu\u1ebf quan khi ch\u00ednh s\u00e1ch th\u01b0\u01a1ng m\u1ea1i bi\u1ebfn \u0111\u1ed9ng. Reuters c\u0169ng \u0111\u00e3 \u0111\u01b0a tin v\u1ec1 r\u1ee7i ro gi\u00e1n \u0111o\u1ea1n li\u00ean quan \u0111\u1ebfn \u0111i\u1ec7n trong qu\u00e1 kh\u1ee9, c\u0169ng nh\u01b0 t\u00e2m l\u00fd lo ng\u1ea1i v\u1ec1 c\u00e1c \u0111\u1ee3t thu\u1ebf quan m\u1edbi c\u1ee7a c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t \u0111ang ho\u1ea1t \u0111\u1ed9ng t\u1ea1i Vi\u1ec7t Nam.<\/p>\n

V\u00ec v\u1eady, \u201cVi\u1ec7t Nam +1\u201d kh\u00f4ng ph\u1ea3i l\u00e0 m\u1ed9t chi\u1ebfn l\u01b0\u1ee3c thay th\u1ebf \u0111\u01a1n gi\u1ea3n.
\u0110\u00f3 l\u00e0 \u0111i\u1ec3m kh\u1edfi \u0111\u1ea7u c\u1ee7a m\u1ed9t giai \u0111o\u1ea1n ph\u1ee9c t\u1ea1p h\u01a1n.<\/p>\n

S\u1ef1 d\u1ecbch chuy\u1ec3n th\u1ef1c s\u1ef1 kh\u00f4ng c\u00f2n l\u00e0 \u201cd\u1eddi nh\u00e0 m\u00e1y\u201d, m\u00e0 l\u00e0 thi\u1ebft k\u1ebf l\u1ea1i danh m\u1ee5c s\u1ea3n xu\u1ea5t<\/h2>\n

V\u1edbi nhi\u1ec1u h\u1ed9i \u0111\u1ed3ng qu\u1ea3n tr\u1ecb, \u201cTrung Qu\u1ed1c +1\u201d ban \u0111\u1ea7u \u0111\u01b0\u1ee3c xem l\u00e0 m\u1ed9t bi\u1ec7n ph\u00e1p ph\u00f2ng ng\u1eeba r\u1ee7i ro. N\u00f3i \u0111\u01a1n gi\u1ea3n l\u00e0 kh\u00f4ng \u0111\u1ec3 t\u1ea5t c\u1ea3 tr\u1ee9ng trong c\u00f9ng m\u1ed9t gi\u1ecf.<\/p>\n

Nh\u01b0ng khi tri\u1ec3n khai tr\u00ean th\u1ef1c t\u1ebf, n\u00f3 th\u01b0\u1eddng tr\u1edf th\u00e0nh vi\u1ec7c ph\u00e2n b\u1ed5 l\u1ea1i m\u1ed9t ph\u1ea7n c\u00f4ng su\u1ea5t<\/strong>, v\u00e0 \u0111i\u1ec3m \u0111\u1ebfn ph\u1ed5 bi\u1ebfn l\u00e0 Vi\u1ec7t Nam; trong khi c\u00e1c ho\u1ea1t \u0111\u1ed9ng c\u1ed1t l\u00f5i v\u1eabn \u1edf l\u1ea1i Trung Qu\u1ed1c. L\u00fd do kh\u00f4ng kh\u00f3 hi\u1ec3u: m\u1eadt \u0111\u1ed9 nh\u00e0 cung c\u1ea5p, n\u0103ng l\u1ef1c ph\u1ed1i h\u1ee3p k\u1ef9 thu\u1eadt, t\u1ed1c \u0111\u1ed9 l\u00e0m m\u1eabu v\u00e0 c\u1ea3i ti\u1ebfn \u1edf Trung Qu\u1ed1c v\u1eabn r\u1ea5t kh\u00f3 thay th\u1ebf trong th\u1eddi gian ng\u1eafn.<\/p>\n

Hi\u1ec7n nay, m\u1ed9t l\u00e0n s\u00f3ng d\u1ecbch chuy\u1ec3n th\u1ee9 hai \u0111ang di\u1ec5n ra.<\/p>\n

Doanh nghi\u1ec7p kh\u00f4ng c\u00f2n ch\u1ec9 h\u1ecfi \u201cn\u00ean chuy\u1ec3n kh\u00e2u l\u1eafp r\u00e1p sang \u0111\u00e2u\u201d, m\u00e0 b\u1eaft \u0111\u1ea7u t\u00e1ch quy\u1ebft \u0111\u1ecbnh theo t\u1eebng l\u1edbp c\u1ee7a chu\u1ed7i gi\u00e1 tr\u1ecb.<\/p>\n

H\u1ecd c\u00f3 th\u1ec3 gi\u1eef h\u1ec7 sinh th\u00e1i nh\u00e0 cung c\u1ea5p v\u00e0 c\u00e1c \u0111\u1ea7u v\u00e0o gi\u00e1 tr\u1ecb cao \u1edf Trung Qu\u1ed1c; m\u1edf r\u1ed9ng l\u1eafp r\u00e1p t\u1ea1i Vi\u1ec7t Nam; b\u1ed5 sung n\u0103ng l\u1ef1c c\u00f4ng \u0111o\u1ea1n sau ho\u1eb7c ki\u1ec3m th\u1eed t\u1ea1i Malaysia ho\u1eb7c Th\u00e1i Lan; ph\u00e1t tri\u1ec3n chi\u1ec1u s\u00e2u linh ki\u1ec7n t\u1ea1i \u1ea4n \u0110\u1ed9; v\u00e0 x\u00e2y d\u1ef1ng n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t g\u1ea7n th\u1ecb tr\u01b0\u1eddng ti\u00eau th\u1ee5 t\u1ea1i Mexico ho\u1eb7c c\u00e1c \u0111\u1ecba \u0111i\u1ec3m nearshore kh\u00e1c.<\/p>\n

C\u00e1ch l\u00e0m n\u00e0y kh\u00f4ng c\u00f2n g\u1ecdn nh\u01b0 c\u00e2u chuy\u1ec7n \u201cTrung Qu\u1ed1c +1\u201d tr\u01b0\u1edbc \u0111\u00e2y. Nh\u01b0ng n\u00f3 ph\u1ea3n \u00e1nh th\u1ef1c t\u1ebf v\u1eadn h\u00e0nh s\u00e1t h\u01a1n nhi\u1ec1u.<\/p>\n

V\u00ec sao Vi\u1ec7t Nam v\u1eabn h\u1ea5p d\u1eabn \u2014 v\u00e0 v\u00ec sao doanh nghi\u1ec7p c\u0169ng b\u1eaft \u0111\u1ea7u \u201cph\u00e2n t\u00e1n r\u1ee7i ro ngay trong ph\u01b0\u01a1ng \u00e1n Vi\u1ec7t Nam\u201d<\/h2>\n

Vi\u1ec7t Nam v\u1eabn l\u00e0 m\u1ed9t n\u1ec1n t\u1ea3ng s\u1ea3n xu\u1ea5t r\u1ea5t \u0111\u00e1ng k\u1ec3, \u0111\u1eb7c bi\u1ec7t trong \u0111i\u1ec7n t\u1eed, may m\u1eb7c, gi\u00e0y d\u00e9p v\u00e0 c\u00e1c ng\u00e0nh \u0111\u1ecbnh h\u01b0\u1edbng xu\u1ea5t kh\u1ea9u. Vi\u1ec7t Nam c\u00f3 quy m\u00f4, c\u00f3 \u0111\u1ecbnh h\u01b0\u1edbng ch\u00ednh s\u00e1ch, v\u00e0 \u0111\u00e3 ch\u1ee9ng minh kh\u1ea3 n\u0103ng thu h\u00fat c\u00e1c t\u1eadp \u0111o\u00e0n \u0111a qu\u1ed1c gia l\u1edbn. Reuters d\u1eabn s\u1ed1 li\u1ec7u cho th\u1ea5y h\u01a1n 60% t\u1ed5ng t\u1ed3n kho FDI kho\u1ea3ng 500 t\u1ef7 USD c\u1ee7a Vi\u1ec7t Nam n\u1eb1m trong l\u0129nh v\u1ef1c ch\u1ebf bi\u1ebfn, ch\u1ebf t\u1ea1o (theo d\u1eef li\u1ec7u ch\u00ednh ph\u1ee7 \u0111\u01b0\u1ee3c c\u1eadp nh\u1eadt \u0111\u1ebfn cu\u1ed1i th\u00e1ng 1 trong b\u00e0i Reuters \u0111\u01b0\u1ee3c tr\u00edch d\u1eabn).<\/p>\n

Tuy nhi\u00ean, m\u1ed9t s\u1ed1 \u0111i\u1ec3m ngh\u1ebdn v\u00e0 \u00e1p l\u1ef1c hi\u1ec7n \u0111\u00e3 kh\u00f3 b\u1ecf qua.<\/p>\n

\u0110\u1ea7u ti\u00ean l\u00e0 chi ph\u00ed lao \u0111\u1ed9ng. M\u1ee9c l\u01b0\u01a1ng t\u1ed1i thi\u1ec3u c\u1ee7a Vi\u1ec7t Nam t\u0103ng h\u01a1n 7% t\u1eeb ng\u00e0y 1\/1\/2026, v\u00e0 \u0111i\u1ec1u n\u00e0y t\u00e1c \u0111\u1ed9ng tr\u1ef1c ti\u1ebfp \u0111\u1ebfn b\u00e0i to\u00e1n chi ph\u00ed, nh\u1ea5t l\u00e0 v\u1edbi c\u00e1c ng\u00e0nh th\u00e2m d\u1ee5ng lao \u0111\u1ed9ng.<\/p>\n

Ti\u1ebfp theo l\u00e0 an ninh \u0111i\u1ec7n. Sau c\u00e1c \u0111\u1ee3t thi\u1ebfu \u0111i\u1ec7n tr\u01b0\u1edbc \u0111\u00e2y, c\u00e2u chuy\u1ec7n \u0111i\u1ec7n kh\u00f4ng c\u00f2n ch\u1ec9 l\u00e0 v\u1ea5n \u0111\u1ec1 v\u1eadn h\u00e0nh \u1edf c\u1ea5p nh\u00e0 m\u00e1y, m\u00e0 \u0111\u00e3 tr\u1edf th\u00e0nh r\u1ee7i ro \u1edf c\u1ea5p h\u1ed9i \u0111\u1ed3ng qu\u1ea3n tr\u1ecb. Reuters cho bi\u1ebft c\u00e1c \u0111\u1ee3t thi\u1ebfu \u0111i\u1ec7n tr\u01b0\u1edbc \u0111\u00f3 t\u1eebng g\u00e2y thi\u1ec7t h\u1ea1i s\u1ea3n l\u01b0\u1ee3ng, v\u00e0 Vi\u1ec7t Nam \u0111\u00e3 th\u00fac \u0111\u1ea9y m\u1edf r\u1ed9ng c\u00f4ng su\u1ea5t \u0111i\u1ec7n theo quy ho\u1ea1ch qu\u1ed1c gia \u0111i\u1ec1u ch\u1ec9nh, v\u1edbi nhu c\u1ea7u \u0111\u1ea7u t\u01b0 r\u1ea5t l\u1edbn \u0111\u1ebfn n\u0103m 2030.<\/p>\n

Ngo\u00e0i ra, r\u1ee7i ro ch\u00ednh s\u00e1ch th\u01b0\u01a1ng m\u1ea1i c\u0169ng \u0111ang leo l\u00ean nh\u00f3m \u01b0u ti\u00ean h\u00e0ng \u0111\u1ea7u. Reuters \u0111\u01b0a tin v\u00e0o th\u00e1ng 2\/2025 r\u1eb1ng n\u1ebfu c\u00e1c bi\u1ec7n ph\u00e1p thu\u1ebf quan ti\u1ebfp t\u1ee5c \u0111\u01b0\u1ee3c m\u1edf r\u1ed9ng, nhi\u1ec1u nh\u00e0 s\u1ea3n xu\u1ea5t M\u1ef9 t\u1ea1i Vi\u1ec7t Nam lo ng\u1ea1i ph\u1ea3i c\u1eaft gi\u1ea3m nh\u00e2n s\u1ef1 v\u00e0 \u0111\u1ed1i m\u1eb7t v\u1edbi gi\u00e1n \u0111o\u1ea1n chu\u1ed7i cung \u1ee9ng; m\u1ee9c \u0111\u1ed9 lo ng\u1ea1i trong nh\u00f3m doanh nghi\u1ec7p kh\u1ea3o s\u00e1t l\u00e0 kh\u00e1 cao.<\/p>\n

\u0110i\u1ec1u n\u00e0y kh\u00f4ng c\u00f3 ngh\u0129a Vi\u1ec7t Nam l\u00e0 l\u1ef1a ch\u1ecdn k\u00e9m.
\u00dd ngh\u0129a th\u1ef1c s\u1ef1 l\u00e0: Vi\u1ec7t Nam kh\u00f4ng c\u00f2n l\u00e0 m\u1ed9t \u0111\u00e1p \u00e1n \u201c\u00edt ma s\u00e1t\u201d, d\u1ec5 tri\u1ec3n khai, d\u1ec5 gi\u1ea3i th\u00edch nh\u01b0 tr\u01b0\u1edbc.<\/p>\n

C\u00f3 l\u1ef1a ch\u1ecdn thay th\u1ebf, nh\u01b0ng m\u1ed7i n\u01b0\u1edbc gi\u1ea3i m\u1ed9t b\u00e0i to\u00e1n kh\u00e1c nhau<\/h2>\n

S\u1ebd kh\u00f4ng c\u00f3 m\u1ed9t \u201cng\u01b0\u1eddi th\u1eafng duy nh\u1ea5t\u201d, v\u00ec c\u00e1c qu\u1ed1c gia \u0111ang c\u1ea1nh tranh \u1edf nh\u1eefng kh\u00e2u kh\u00e1c nhau trong chu\u1ed7i gi\u00e1 tr\u1ecb.<\/p>\n

Th\u00e1i Lan \u0111ang \u0111\u1ea9y m\u1ea1nh vai tr\u00f2 trong \u0111i\u1ec7n t\u1eed v\u00e0 b\u00e1n d\u1eabn. Reuters \u0111\u01b0a tin th\u00e1ng 1\/2026 r\u1eb1ng Th\u00e1i Lan \u0111\u1eb7t m\u1ee5c ti\u00eau thu h\u00fat 79 t\u1ef7 USD \u0111\u1ea7u t\u01b0 v\u00e0o b\u00e1n d\u1eabn v\u00e0 \u0111i\u1ec7n t\u1eed \u0111\u1ebfn n\u0103m 2050 theo m\u1ed9t \u0111\u1ecbnh h\u01b0\u1edbng d\u00e0i h\u1ea1n m\u1edbi. Reuters c\u0169ng d\u1eabn s\u1ed1 li\u1ec7u c\u1ee7a BOI cho th\u1ea5y h\u1ed3 s\u01a1 xin \u0111\u1ea7u t\u01b0 v\u00e0o Th\u00e1i Lan t\u0103ng m\u1ea1nh trong n\u0103m 2024, trong \u0111\u00f3 c\u00f3 v\u1ed1n n\u01b0\u1edbc ngo\u00e0i v\u00e0o \u0111i\u1ec7n t\u1eed v\u00e0 l\u0129nh v\u1ef1c s\u1ed1. \u0110i\u1ec1u n\u00e0y khi\u1ebfn Th\u00e1i Lan tr\u1edf th\u00e0nh m\u1ed9t n\u1ec1n t\u1ea3ng \u0111\u00e1ng tin c\u1eady cho c\u00e1c doanh nghi\u1ec7p mu\u1ed1n t\u00ecm m\u1ed9t c\u01a1 s\u1edf c\u00f4ng nghi\u1ec7p tr\u01b0\u1edfng th\u00e0nh h\u01a1n \u1edf \u0110\u00f4ng Nam \u00c1 l\u1ee5c \u0111\u1ecba, d\u00f9 chi ph\u00ed v\u00e0 y\u1ebfu t\u1ed1 ch\u00ednh tr\u1ecb v\u1eabn l\u00e0 ph\u1ea7n kh\u00f4ng th\u1ec3 b\u1ecf qua.<\/p>\n

Malaysia ti\u1ebfp t\u1ee5c gi\u1eef vai tr\u00f2 r\u1ea5t quan tr\u1ecdng trong chu\u1ed7i gi\u00e1 tr\u1ecb b\u00e1n d\u1eabn, \u0111\u1eb7c bi\u1ec7t \u1edf c\u00e1c kh\u00e2u l\u1eafp r\u00e1p, ki\u1ec3m th\u1eed v\u00e0 \u0111\u00f3ng g\u00f3i. MIDA cho bi\u1ebft Malaysia l\u00e0 n\u01b0\u1edbc xu\u1ea5t kh\u1ea9u b\u00e1n d\u1eabn l\u1edbn th\u1ee9 6 th\u1ebf gi\u1edbi v\u00e0 chi\u1ebfm kho\u1ea3ng 13% th\u1ecb ph\u1ea7n to\u00e0n c\u1ea7u trong \u0111\u00f3ng g\u00f3i, l\u1eafp r\u00e1p v\u00e0 ki\u1ec3m th\u1eed b\u00e1n d\u1eabn. MIDA c\u0169ng c\u00f4ng b\u1ed1 t\u1ed5ng v\u1ed1n \u0111\u1ea7u t\u01b0 \u0111\u01b0\u1ee3c ph\u00ea duy\u1ec7t trong 9 th\u00e1ng \u0111\u1ea7u n\u0103m 2025 \u0111\u1ea1t 285,2 t\u1ef7 ringgit, trong \u0111\u00f3 ri\u00eang l\u0129nh v\u1ef1c ch\u1ebf t\u1ea1o chi\u1ebfm 93,8 t\u1ef7 ringgit. V\u1edbi c\u00e1c doanh nghi\u1ec7p c\u1ea7n chi\u1ec1u s\u00e2u n\u0103ng l\u1ef1c ch\u1ee9 kh\u00f4ng ch\u1ec9 lao \u0111\u1ed9ng gi\u00e1 r\u1ebb, Malaysia th\u01b0\u1eddng h\u1ea5p d\u1eabn h\u01a1n nhi\u1ec1u so v\u1edbi c\u00e1ch n\u01b0\u1edbc n\u00e0y th\u01b0\u1eddng \u0111\u01b0\u1ee3c nh\u1eafc t\u1edbi trong c\u00e1c cu\u1ed9c th\u1ea3o lu\u1eadn v\u1ec1 \u201cTrung Qu\u1ed1c +1\u201d theo ki\u1ec3u b\u1ec1 m\u1eb7t.<\/p>\n

\u1ea4n \u0110\u1ed9 c\u00f3 l\u1ee3i th\u1ebf v\u1ec1 quy m\u00f4, h\u1ed7 tr\u1ee3 ch\u00ednh s\u00e1ch v\u00e0 th\u1ecb tr\u01b0\u1eddng n\u1ed9i \u0111\u1ecba l\u1edbn, nh\u01b0ng m\u1ee9c \u0111\u1ed9 tri\u1ec3n khai v\u1eabn kh\u00f4ng \u0111\u1ed3ng \u0111\u1ec1u gi\u1eefa c\u00e1c bang v\u00e0 c\u00e1c ph\u00e2n ng\u00e0nh. Th\u00f4ng tin ch\u00ednh th\u1ee9c c\u1ee7a \u1ea4n \u0110\u1ed9 cho bi\u1ebft India Semiconductor Mission c\u00f3 quy m\u00f4 ng\u00e2n s\u00e1ch 76.000 crore rupee, v\u1edbi t\u1ed5ng s\u1ed1 d\u1ef1 \u00e1n \u0111\u01b0\u1ee3c ph\u00ea duy\u1ec7t \u0111\u00e3 l\u00ean 10 d\u1ef1 \u00e1n, t\u1ed5ng v\u1ed1n \u0111\u1ea7u t\u01b0 c\u1ed9ng d\u1ed3n kho\u1ea3ng 1,60 lakh crore rupee. Ch\u01b0\u01a1ng tr\u00ecnh ECMS \u0111\u01b0\u1ee3c c\u00f4ng b\u1ed1 v\u00e0o th\u00e1ng 4\/2025 v\u1edbi ng\u00e2n s\u00e1ch ban \u0111\u1ea7u 22.919 crore rupee, v\u00e0 sau \u0111\u00f3 Ch\u00ednh ph\u1ee7 \u1ea4n \u0110\u1ed9 \u0111\u1ec1 xu\u1ea5t n\u00e2ng l\u00ean 40.000 crore rupee trong th\u00f4ng b\u00e1o ng\u00e2n s\u00e1ch 2026\u201327. \u1ea4n \u0110\u1ed9 \u0111ang t\u1ea1o \u0111\u00e0 r\u00f5 r\u1ec7t, nh\u01b0ng doanh nghi\u1ec7p v\u1eabn c\u1ea7n \u0111\u1eb7t k\u1ef3 v\u1ecdng th\u1ef1c t\u1ebf v\u1ec1 h\u1ea1 t\u1ea7ng, ti\u1ebfn \u0111\u1ed9 ph\u00ea duy\u1ec7t, m\u1ee9c \u0111\u1ed9 s\u1eb5n s\u00e0ng c\u1ee7a nh\u00e0 cung c\u1ea5p v\u00e0 kh\u1ea3 n\u0103ng t\u00edch h\u1ee3p logistics.<\/p>\n

Mexico v\u00e0 r\u1ed9ng h\u01a1n l\u00e0 M\u1ef9 Latinh v\u1eabn r\u1ea5t quan tr\u1ecdng, nh\u1ea5t l\u00e0 v\u1edbi chu\u1ed7i cung \u1ee9ng ph\u1ee5c v\u1ee5 th\u1ecb tr\u01b0\u1eddng B\u1eafc M\u1ef9. Trong qu\u00fd I\/2025, Mexico ghi nh\u1eadn d\u00f2ng FDI v\u00e0o \u0111\u1ea1t 21,373 t\u1ef7 USD; c\u00f3 n\u1ec1n t\u1ea3ng d\u1eabn d\u1eef li\u1ec7u t\u1eeb B\u1ed9 Kinh t\u1ebf Mexico m\u00f4 t\u1ea3 \u0111\u00e2y l\u00e0 m\u1ee9c cao k\u1ef7 l\u1ee5c cho c\u00f9ng k\u1ef3. Tuy nhi\u00ean, nearshoring kh\u00f4ng ph\u1ea3i l\u00e0 m\u1ed9t con \u0111\u01b0\u1eddng ch\u1ec9 \u0111i l\u00ean. Reuters c\u0169ng t\u1eebng \u0111\u01b0a tin v\u1ec1 t\u00ecnh tr\u1ea1ng m\u1ea5t vi\u1ec7c l\u00e0m trong nh\u00e0 m\u00e1y v\u00e0 \u00e1p l\u1ef1c li\u00ean quan \u0111\u1ebfn thu\u1ebf quan t\u1ea1i Ciudad Ju\u00e1rez trong n\u0103m 2025, cho th\u1ea5y c\u00fa s\u1ed1c ch\u00ednh s\u00e1ch th\u01b0\u01a1ng m\u1ea1i v\u00e0 \u00e1p l\u1ef1c chi ph\u00ed \u0111\u1ecba ph\u01b0\u01a1ng c\u00f3 th\u1ec3 nhanh ch\u00f3ng l\u00e0m lung lay m\u1ed9t m\u00f4 h\u00ecnh nearshore t\u1eebng \u0111\u01b0\u1ee3c xem l\u00e0 \u201can to\u00e0n\u201d.<\/p>\n

B\u00e0i h\u1ecdc \u1edf \u0111\u00e2y kh\u00e1 r\u00f5: l\u1ef1a ch\u1ecdn \u201cqu\u1ed1c gia thay th\u1ebf\u201d kh\u00f4ng th\u1ec3 ch\u1ec9 d\u1ef1a v\u00e0o b\u1ea3ng l\u01b0\u01a1ng.<\/p>\n

\u0110i\u1ec1u nhi\u1ec1u doanh nghi\u1ec7p v\u1eabn b\u1ecf s\u00f3t: kh\u1ea3 n\u0103ng ch\u1ed1ng ch\u1ecbu kh\u00f4ng \u0111\u1ed3ng ngh\u0129a v\u1edbi ph\u00e2n t\u00e1n \u0111\u1ecba l\u00fd<\/h2>\n

M\u1ed9t sai l\u1ea7m ph\u1ed5 bi\u1ebfn l\u00e0 coi \u0111a d\u1ea1ng ho\u00e1 nh\u01b0 m\u1ed9t b\u00e0i t\u1eadp t\u00f4 l\u1ea1i b\u1ea3n \u0111\u1ed3.<\/p>\n

Th\u00eam nhi\u1ec1u qu\u1ed1c gia c\u00f3 th\u1ec3 gi\u00fap gi\u1ea3m r\u1ee7i ro t\u1eadp trung v\u1ec1 \u0111\u1ecba ch\u00ednh tr\u1ecb. Nh\u01b0ng n\u00f3 c\u0169ng c\u00f3 th\u1ec3 t\u1ea1o ra c\u00e1c \u0111i\u1ec3m \u0111\u1ee9t m\u1edbi trong kh\u1ea3 n\u0103ng quan s\u00e1t chu\u1ed7i cung \u1ee9ng, tu\u00e2n th\u1ee7 h\u1ea3i quan, gi\u00e1m s\u00e1t ti\u00eau chu\u1ea9n lao \u0111\u1ed9ng v\u00e0 qu\u1ea3n l\u00fd ch\u1ea5t l\u01b0\u1ee3ng.<\/p>\n

M\u1ed9t chu\u1ed7i cung \u1ee9ng tr\u1ea3i d\u00e0i qua Vi\u1ec7t Nam, Th\u00e1i Lan, Malaysia, \u1ea4n \u0110\u1ed9 v\u00e0 Mexico c\u00f3 th\u1ec3 tr\u00f4ng r\u1ea5t an to\u00e0n tr\u00ean slide PowerPoint. Nh\u01b0ng trong th\u1ef1c t\u1ebf, n\u00f3 c\u00f3 th\u1ec3 mong manh h\u01a1n n\u1ebfu doanh nghi\u1ec7p ch\u01b0a x\u00e2y \u0111\u01b0\u1ee3c h\u1ec7 th\u1ed1ng qu\u1ea3n tr\u1ecb \u0111\u1ee7 m\u1ea1nh \u0111\u1ec3 v\u1eadn h\u00e0nh.<\/p>\n

\u0110\u00e2y ch\u00ednh l\u00e0 l\u00fac t\u01b0 duy \u201cchu\u1ed7i cung \u1ee9ng c\u00f3 tr\u00e1ch nhi\u1ec7m\u201d tr\u1edf th\u00e0nh n\u0103ng l\u1ef1c kinh doanh th\u1ef1c s\u1ef1, ch\u1ee9 kh\u00f4ng ph\u1ea3i ph\u1ea7n trang tr\u00ed.<\/p>\n

Tr\u01b0\u1edbc khi m\u1edf r\u1ed9ng, doanh nghi\u1ec7p c\u1ea7n t\u1ef1 h\u1ecfi:<\/p>\n

Li\u1ec7u ch\u00fang ta c\u00f3 th\u1ec3 duy tr\u00ec c\u00f9ng m\u1ed9t chu\u1ea9n lao \u0111\u1ed9ng v\u00e0 c\u00f9ng m\u1ed9t k\u00eanh khi\u1ebfu n\u1ea1i tr\u00ean t\u1ea5t c\u1ea3 nh\u00e0 m\u00e1y v\u00e0 c\u00e1c t\u1ea7ng nh\u00e0 cung c\u1ea5p hay kh\u00f4ng?<\/p>\n

Li\u1ec7u ch\u00fang ta c\u00f3 th\u1ec3 x\u00e1c minh d\u1eef li\u1ec7u m\u00f4i tr\u01b0\u1eddng v\u00e0 ph\u00e1t th\u1ea3i m\u1ed9t c\u00e1ch nh\u1ea5t qu\u00e1n, thay v\u00ec ch\u1ec9 thu th\u1eadp c\u00e1c b\u1ea3n t\u1ef1 khai?<\/p>\n

Li\u1ec7u ch\u00fang ta c\u00f3 hi\u1ec3u \u0111\u1ed9 \u1ed5n \u0111\u1ecbnh n\u0103ng l\u01b0\u1ee3ng v\u00e0 \u00e1p l\u1ef1c n\u01b0\u1edbc \u1edf c\u1ea5p c\u01a1 s\u1edf, thay v\u00ec ch\u1ec9 nh\u00ecn s\u1ed1 trung b\u00ecnh c\u1ea5p qu\u1ed1c gia?<\/p>\n

N\u1ebfu quy \u0111\u1ecbnh thu\u1ebf quan ho\u1eb7c th\u1ee7 t\u1ee5c h\u1ea3i quan thay \u0111\u1ed5i gi\u1eefa qu\u00fd, ch\u00fang ta \u0111\u00e3 c\u00f3 \u201cs\u1ed5 tay \u1ee9ng ph\u00f3\u201d r\u00f5 r\u00e0ng hay ch\u01b0a?<\/p>\n

\u0110\u1ed9i ng\u0169 mua h\u00e0ng c\u00f3 \u0111\u1ee7 n\u0103ng l\u1ef1c ph\u00e1t tri\u1ec3n nh\u00e0 cung c\u1ea5p \u0111a qu\u1ed1c gia, hay v\u1eabn \u0111ang \u0111\u01b0\u1ee3c t\u1ed1i \u01b0u cho m\u00f4 h\u00ecnh mua h\u00e0ng t\u1eeb m\u1ed9t qu\u1ed1c gia duy nh\u1ea5t?<\/p>\n

\u0110\u00e2y kh\u00f4ng ph\u1ea3i l\u00e0 c\u00e1c \u201cph\u1ea7n c\u1ed9ng th\u00eam\u201d v\u1ec1 ESG. Ch\u00fang t\u00e1c \u0111\u1ed9ng tr\u1ef1c ti\u1ebfp \u0111\u1ebfn t\u00ednh li\u00ean t\u1ee5c c\u1ee7a ngu\u1ed3n cung, chi ph\u00ed, r\u1ee7i ro ph\u00e1p l\u00fd v\u00e0 hi\u1ec7u qu\u1ea3 giao h\u00e0ng.<\/p>\n

\u201cB\u00e0i to\u00e1n Trung Qu\u1ed1c\u201d ch\u01b0a h\u1ec1 bi\u1ebfn m\u1ea5t<\/h2>\n

C\u0169ng l\u00e0 m\u1ed9t ng\u1ed9 nh\u1eadn n\u1ebfu hi\u1ec3u \u201cTrung Qu\u1ed1c +1\u201d l\u00e0 \u201cr\u1eddi kh\u1ecfi Trung Qu\u1ed1c\u201d.<\/p>\n

Trong nhi\u1ec1u ng\u00e0nh, \u0111\u1eb7c bi\u1ec7t l\u00e0 \u0111i\u1ec7n t\u1eed v\u00e0 s\u1ea3n xu\u1ea5t ph\u1ee9c h\u1ee3p, Trung Qu\u1ed1c v\u1eabn r\u1ea5t kh\u00f3 thay th\u1ebf trong ng\u1eafn h\u1ea1n v\u00ec m\u1ea1ng l\u01b0\u1edbi nh\u00e0 cung c\u1ea5p, lao \u0111\u1ed9ng tay ngh\u1ec1 cao, h\u1ec7 sinh th\u00e1i tooling v\u00e0 t\u1ed1c \u0111\u1ed9 c\u1ea3i ti\u1ebfn l\u1eb7p v\u00f2ng.<\/p>\n

\u0110\u00f3 l\u00e0 l\u00fd do nhi\u1ec1u doanh nghi\u1ec7p \u0111ang x\u00e2y n\u0103ng l\u1ef1c song song \u1edf n\u01a1i kh\u00e1c nh\u01b0ng v\u1eabn gi\u1eef ho\u1ea1t \u0111\u1ed9ng l\u1edbn t\u1ea1i Trung Qu\u1ed1c \u2014 \u0111\u1ec3 ph\u1ee5c v\u1ee5 th\u1ecb tr\u01b0\u1eddng n\u1ed9i \u0111\u1ecba, \u0111\u1ec3 mua linh ki\u1ec7n \u0111\u1ea7u v\u00e0o, ho\u1eb7c c\u1ea3 hai.<\/p>\n

Chi\u1ebfn l\u01b0\u1ee3c \u0111ang h\u00ecnh th\u00e0nh kh\u00f4ng ph\u1ea3i l\u00e0 ph\u00e9p tr\u1eeb.
\u0110\u00f3 l\u00e0 sao ch\u00e9p c\u00f3 ch\u1ecdn l\u1ecdc<\/strong>.<\/p>\n

Ng\u1eafn h\u1ea1n th\u00ec t\u1ed1n k\u00e9m h\u01a1n.
Nh\u01b0ng trong trung h\u1ea1n, c\u00e1ch n\u00e0y th\u01b0\u1eddng gi\u00fap t\u0103ng kh\u1ea3 n\u0103ng ch\u1ed1ng ch\u1ecbu.<\/p>\n

\u201cV\u1eady b\u01b0\u1edbc ti\u1ebfp theo l\u00e0 g\u00ec?\u201d \u2014 Khi \u0111i v\u00e0o th\u1ef1c t\u1ebf, b\u1ee9c tranh nhi\u1ec1u kh\u1ea3 n\u0103ng s\u1ebd l\u00e0 \u201cs\u1ea3n xu\u1ea5t theo m\u1ea1ng l\u01b0\u1edbi\u201d<\/h2>\n

Giai \u0111o\u1ea1n t\u1edbi nhi\u1ec1u kh\u1ea3 n\u0103ng s\u1ebd kh\u00f4ng xu\u1ea5t hi\u1ec7n m\u1ed9t \u201cqu\u00e1n qu\u00e2n m\u1edbi\u201d duy nh\u1ea5t, m\u00e0 l\u00e0 m\u00f4 h\u00ecnh s\u1ea3n xu\u1ea5t theo m\u1ea1ng l\u01b0\u1edbi<\/strong>.<\/p>\n

\u0110i\u1ec1u \u0111\u00f3 c\u00f3 ngh\u0129a l\u00e0 doanh nghi\u1ec7p s\u1ebd ng\u00e0y c\u00e0ng x\u00e2y d\u1ef1ng:<\/p>\n

M\u1ed9t n\u1ec1n t\u1ea3ng t\u1ea1i Trung Qu\u1ed1c \u0111\u1ec3 t\u1eadn d\u1ee5ng chi\u1ec1u s\u00e2u h\u1ec7 sinh th\u00e1i v\u00e0 kh\u1ea3 n\u0103ng ti\u1ebfp c\u1eadn th\u1ecb tr\u01b0\u1eddng.<\/p>\n

M\u1ed9t c\u1ee5m \u0110\u00f4ng Nam \u00c1 (th\u01b0\u1eddng l\u00e0 Vi\u1ec7t Nam c\u1ed9ng th\u00eam Th\u00e1i Lan ho\u1eb7c Malaysia) \u0111\u1ec3 \u0111a d\u1ea1ng ho\u00e1 xu\u1ea5t kh\u1ea9u.<\/p>\n

M\u1ed9t l\u1ef1a ch\u1ecdn t\u1ea1i \u1ea4n \u0110\u1ed9 cho t\u0103ng tr\u01b0\u1edfng quy m\u00f4 d\u00e0i h\u1ea1n v\u00e0 nhu c\u1ea7u n\u1ed9i \u0111\u1ecba.<\/p>\n

M\u1ed9t n\u00fat nearshore (nh\u01b0 Mexico) \u0111\u1ec3 t\u0103ng t\u1ed1c \u0111\u1ed9 \u0111\u00e1p \u1ee9ng theo khu v\u1ef1c, v\u1edbi \u0111i\u1ec1u ki\u1ec7n logic ch\u00ednh s\u00e1ch th\u01b0\u01a1ng m\u1ea1i v\u1eabn c\u00f2n hi\u1ec7u l\u1ef1c.<\/p>\n

V\u00e0 m\u1ed9t l\u1edbp qu\u1ea3n tr\u1ecb ch\u1eb7t h\u01a1n bao ph\u1ee7 to\u00e0n b\u1ed9 c\u1ea5u tr\u00fac \u0111\u00f3, bao g\u1ed3m lao \u0111\u1ed9ng, hi\u1ec7u qu\u1ea3 m\u00f4i tr\u01b0\u1eddng, th\u1ea9m \u0111\u1ecbnh nh\u00e0 cung c\u1ea5p v\u00e0 tu\u00e2n th\u1ee7 th\u01b0\u01a1ng m\u1ea1i.<\/p>\n

C\u00e1ch l\u00e0m n\u00e0y kh\u00f3 h\u01a1n nhi\u1ec1u so v\u1edbi \u201cc\u1ea9m nang Trung Qu\u1ed1c +1\u201d tr\u01b0\u1edbc \u0111\u00e2y. Nh\u01b0ng n\u00f3 ph\u1ea3n \u00e1nh th\u1ebf gi\u1edbi hi\u1ec7n t\u1ea1i trung th\u1ef1c h\u01a1n.<\/p>\n

Trong chu k\u1ef3 n\u00e0y, nh\u1eefng doanh nghi\u1ec7p l\u00e0m t\u1ed1t s\u1ebd kh\u00f4ng ph\u1ea3i l\u00e0 nh\u1eefng doanh nghi\u1ec7p ch\u1ea1y nhanh nh\u1ea5t sang qu\u1ed1c gia chi ph\u00ed th\u1ea5p ti\u1ebfp theo.<\/p>\n

Nh\u1eefng doanh nghi\u1ec7p th\u1eafng cu\u1ed9c s\u1ebd l\u00e0 nh\u1eefng doanh nghi\u1ec7p x\u00e2y \u0111\u01b0\u1ee3c ki\u1ebfn tr\u00fac chu\u1ed7i cung \u1ee9ng<\/strong> \u0111\u1ee7 s\u1ee9c h\u1ea5p th\u1ee5 c\u00fa s\u1ed1c, \u0111\u00e1p \u1ee9ng y\u00eau c\u1ea7u gi\u00e1m s\u00e1t ph\u00e1p l\u00fd, v\u00e0 v\u1eabn giao h\u00e0ng \u0111\u00fang h\u1ea1n.<\/p>\n

\u0110\u00f3 m\u1edbi l\u00e0 s\u1ef1 chuy\u1ec3n d\u1ecbch th\u1ef1c s\u1ef1 sau \u201cVi\u1ec7t Nam +1\u201d.<\/p>\n","protected":false},"excerpt":{"rendered":"

Tr\u01b0\u1edbc \u0111\u00e2y, ph\u1ea7n l\u1edbn tranh lu\u1eadn ch\u1ec9 xoay quanh m\u1ed9t c\u00e2u h\u1ecfi:\u201cQu\u1ed1c gia n\u00e0o s\u1ebd l\u00e0 Trung Qu\u1ed1c ti\u1ebfp theo?\u201d \u0110\u1ebfn nay, \u0111\u00f3 kh\u00f4ng c\u00f2n l\u00e0 c\u00e2u h\u1ecfi \u0111\u00fang tr\u1ecdng t\u00e2m n\u1eefa. Trong n\u0103m 2026, c\u00e2u h\u1ecfi h\u1eefu \u00edch h\u01a1n l\u00e0: doanh nghi\u1ec7p ph\u1ea3i x\u00e2y d\u1ef1ng danh m\u1ee5c \u0111\u1ecba \u0111i\u1ec3m s\u1ea3n xu\u1ea5t nh\u01b0 th\u1ebf n\u00e0o \u0111\u1ec3 v\u1eeba ph\u00e2n t\u00e1n r\u1ee7i ro, v\u1eeba kh\u00f4ng t\u1ea1o ra r\u1ee7i ro t\u1eadp trung m\u1edbi, kho\u1ea3ng tr\u1ed1ng qu\u1ea3n tr\u1ecb, hay m\u1ed9t c\u1ea5u tr\u00fac chi ph\u00ed v\u01b0\u1ee3t qu\u00e1 kh\u1ea3 n\u0103ng ki\u1ec3m so\u00e1t? Vi\u1ec7t Nam v\u1eabn l\u00e0 m\u1ed9t trong nh\u1eefng n\u01b0\u1edbc h\u01b0\u1edfng l\u1ee3i r\u00f5 nh\u1ea5t t\u1eeb l\u00e0n […]<\/p>\n","protected":false},"author":6,"featured_media":2161,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[316,217,444,410],"tags":[445],"class_list":["post-2160","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bai-binh-luan","category-thi-truong-va-nganh-hang","category-china","category-viet-nam","tag-china-plus-one"],"featured_image_src":"https:\/\/responsiblesupplychain.asia\/wp-content\/uploads\/2026\/02\/ChatGPT-Image-2026\u5e742\u670824\u65e5-\u4e0b\u534812_04_31-1024x683.png","blog_images":{"medium":"https:\/\/responsiblesupplychain.asia\/wp-content\/uploads\/2026\/02\/ChatGPT-Image-2026\u5e742\u670824\u65e5-\u4e0b\u534812_04_31-300x200.png","large":"https:\/\/responsiblesupplychain.asia\/wp-content\/uploads\/2026\/02\/ChatGPT-Image-2026\u5e742\u670824\u65e5-\u4e0b\u534812_04_31-1024x683.png"},"ams_acf":[],"a3_pvc":{"activated":false,"total_views":0,"today_views":0},"yoast_head":"\nT\u1eeb \u201cTrung Qu\u1ed1c +1\u201d \u0111\u1ebfn \u201cVi\u1ec7t Nam +1\u201d \u2014 v\u00e0 b\u01b0\u1edbc ti\u1ebfp theo c\u1ee7a chu\u1ed7i cung \u1ee9ng APAC l\u00e0 g\u00ec? - Asia Pacific Responsible Supply Chain Desk<\/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:\/\/responsiblesupplychain.asia\/vi\/from-china1-to-vietnam1-and-now-what-comes-next-for-apac-supply-chains\/\" \/>\n<meta property=\"og:locale\" content=\"vi_VN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"T\u1eeb \u201cTrung Qu\u1ed1c +1\u201d \u0111\u1ebfn \u201cVi\u1ec7t Nam +1\u201d \u2014 v\u00e0 b\u01b0\u1edbc ti\u1ebfp theo c\u1ee7a chu\u1ed7i cung \u1ee9ng APAC l\u00e0 g\u00ec? - Asia Pacific Responsible Supply Chain Desk\" \/>\n<meta property=\"og:description\" content=\"Tr\u01b0\u1edbc \u0111\u00e2y, ph\u1ea7n l\u1edbn tranh lu\u1eadn ch\u1ec9 xoay quanh m\u1ed9t c\u00e2u h\u1ecfi:\u201cQu\u1ed1c gia n\u00e0o s\u1ebd l\u00e0 Trung Qu\u1ed1c ti\u1ebfp theo?\u201d \u0110\u1ebfn nay, \u0111\u00f3 kh\u00f4ng c\u00f2n l\u00e0 c\u00e2u h\u1ecfi \u0111\u00fang tr\u1ecdng t\u00e2m n\u1eefa. 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