{"id":1929,"date":"2026-04-21T00:34:09","date_gmt":"2026-04-20T17:34:09","guid":{"rendered":"https:\/\/inoxcuongthinh.com\/gia-inox-bien-dong-vi-sao-niken-ty-gia-usd-vnd-va-cung-cau\/"},"modified":"2026-04-21T00:34:09","modified_gmt":"2026-04-20T17:34:09","slug":"gia-inox-bien-dong-vi-sao-niken-ty-gia-usd-vnd-va-cung-cau","status":"publish","type":"post","link":"https:\/\/inoxcuongthinh.com\/gia-inox-bien-dong-vi-sao-niken-ty-gia-usd-vnd-va-cung-cau\/","title":{"rendered":"Gi\u00e1 Inox bi\u1ebfn \u0111\u1ed9ng v\u00ec sao? Niken, t\u1ef7 gi\u00e1 USD\/VND v\u00e0 cung c\u1ea7u"},"content":{"rendered":"<div class=\"custom-toc\">\n<h3>N\u1ed9i dung ch\u00ednh<\/h3>\n<ul>\n<li><a href=\"#toc-0-tom-tat-nhanh-ba-banh-rang-keo-gia-inox\">T\u00f3m t\u1eaft nhanh: Ba \u201cb\u00e1nh r\u0103ng\u201d k\u00e9o gi\u00e1 Inox<\/a><\/li>\n<li><a href=\"#toc-1-niken-dong-luc-so-1-cua-gia-inox\">Niken: \u0111\u1ed9ng l\u1ef1c s\u1ed1 1 c\u1ee7a gi\u00e1 Inox<\/a><\/li>\n<li><a href=\"#toc-2-ty-gia-usdvnd-kinh-lup-phong-dai-bien-dong\">T\u1ef7 gi\u00e1 USD\/VND: \u201ck\u00ednh l\u00fap\u201d ph\u00f3ng \u0111\u1ea1i bi\u1ebfn \u0111\u1ed9ng<\/a><\/li>\n<li><a href=\"#toc-3-cungcau-buc-tranh-chu-ky-va-mua-vu\">Cung\u2013c\u1ea7u: b\u1ee9c tranh chu k\u1ef3 v\u00e0 m\u00f9a v\u1ee5<\/a><\/li>\n<li><a href=\"#toc-4-nhung-bien-so-bo-sung-thuong-bi-bo-qua\">Nh\u1eefng bi\u1ebfn s\u1ed1 b\u1ed5 sung th\u01b0\u1eddng b\u1ecb b\u1ecf qua<\/a><\/li>\n<li><a href=\"#toc-5-giai-phau-bang-gia-inox-tai-viet-nam\">Gi\u1ea3i ph\u1eabu b\u1ea3ng gi\u00e1 Inox t\u1ea1i Vi\u1ec7t Nam<\/a><\/li>\n<li><a href=\"#toc-6-vi-du-thuc-te-tac-dong-dong-thoi-cua-ni-va-ty-gia\">V\u00ed d\u1ee5 th\u1ef1c t\u1ebf: t\u00e1c \u0111\u1ed9ng \u0111\u1ed3ng th\u1eddi c\u1ee7a Ni v\u00e0 t\u1ef7 gi\u00e1<\/a><\/li>\n<li><a href=\"#toc-7-chien-luoc-mua-hanghedge-danh-cho-doanh-nghiep-va-\">Chi\u1ebfn l\u01b0\u1ee3c mua h\u00e0ng\/hedge d\u00e0nh cho doanh nghi\u1ec7p v\u00e0 x\u01b0\u1edfng<\/a><\/li>\n<li><a href=\"#toc-8-bang-chi-bao-nen-theo-doi-hang-tuan\">B\u1ea3ng ch\u1ec9 b\u00e1o n\u00ean theo d\u00f5i h\u00e0ng tu\u1ea7n<\/a><\/li>\n<li><a href=\"#toc-9-ket-luan-cong-thuc-3-truc-de-doc-vi-gia-inox\">K\u1ebft lu\u1eadn: c\u00f4ng th\u1ee9c \u201c3 tr\u1ee5c\u201d \u0111\u1ec3 \u0111\u1ecdc v\u1ecb gi\u00e1 Inox<\/a><\/li>\n<\/ul>\n<\/div>\n<p>Trong mua h\u00e0ng c\u00f4ng nghi\u1ec7p, hi\u1ec3u \u0111\u00fang c\u00e1c y\u1ebfu t\u1ed1 l\u00e0m gi\u00e1 Inox l\u00e0 ch\u00eca kh\u00f3a \u0111\u1ec3 ch\u1ed1t gi\u00e1 t\u1ed1t v\u00e0 gi\u1ea3m r\u1ee7i ro. B\u00e0i vi\u1ebft n\u00e0y t\u1eadp trung v\u00e0o ba bi\u1ebfn s\u1ed1 c\u00f3 s\u1ee9c n\u1eb7ng l\u1edbn nh\u1ea5t: niken, t\u1ef7 gi\u00e1 USD\/VND v\u00e0 cung\u2013c\u1ea7u. \u0110\u00e2y l\u00e0 n\u1ed9i dung c\u1ed1t l\u00f5i trong m\u1ecdi chi\u1ebfn l\u01b0\u1ee3c mua Inox c\u1ee7a doanh nghi\u1ec7p, \u0111\u1ea1i l\u00fd v\u00e0 k\u1ef9 s\u01b0, nh\u01b0ng b\u00e0i vi\u1ebft \u0111\u01b0\u1ee3c thi\u1ebft k\u1ebf \u0111\u1ec3 b\u1ea1n \u0111\u1ecdc \u0111\u1ed9c l\u1eadp v\u1eabn nh\u1eadn \u0111\u01b0\u1ee3c h\u01b0\u1edbng d\u1eabn \u0111\u1ea7y \u0111\u1ee7, \u00e1p d\u1ee5ng ngay.<\/p>\n<h2 id=\"toc-0-tom-tat-nhanh-ba-banh-rang-keo-gia-inox\">T\u00f3m t\u1eaft nhanh: Ba \u201cb\u00e1nh r\u0103ng\u201d k\u00e9o gi\u00e1 Inox<\/h2>\n<p>&#8211; Niken: kim lo\u1ea1i h\u1ee3p kim ch\u1ee7 ch\u1ed1t quy\u1ebft \u0111\u1ecbnh gi\u00e1 c\u00e1c m\u00e1c austenitic (304, 316, 201). Bi\u1ebfn \u0111\u1ed9ng tr\u00ean LME\/SHFE truy\u1ec1n v\u00e0o \u201calloy surcharge\u201d v\u00e0 gi\u00e1 cu\u1ed9n\/\u1ed1ng t\u1ea5m.<br \/>\n&#8211; T\u1ef7 gi\u00e1 USD\/VND: h\u1ea7u h\u1ebft h\u00e0ng Inox nh\u1eadp kh\u1ea9u ch\u00e0o b\u1eb1ng USD; m\u1ed7i 1% bi\u1ebfn \u0111\u1ed9ng USD\/VND g\u1ea7n nh\u01b0 ph\u1ea3n \u00e1nh 1% v\u00e0o gi\u00e1 VND n\u1ebfu c\u00e1c y\u1ebfu t\u1ed1 kh\u00e1c gi\u1eef nguy\u00ean.<br \/>\n&#8211; Cung\u2013c\u1ea7u: s\u1ea3n l\u01b0\u1ee3ng th\u00e9p kh\u00f4ng g\u1ec9 th\u1ebf gi\u1edbi (\u0111\u1eb7c bi\u1ec7t Trung Qu\u1ed1c\/Indonesia), nhu c\u1ea7u h\u1ea1 ngu\u1ed3n (x\u00e2y d\u1ef1ng, thi\u1ebft b\u1ecb, F&#038;B), t\u1ed3n kho v\u00e0 chi ph\u00ed logistics \u0111\u1ecbnh h\u00ecnh bi\u00ean \u0111\u1ed9 ng\u1eafn\u2013trung h\u1ea1n.<\/p>\n<h2 id=\"toc-1-niken-dong-luc-so-1-cua-gia-inox\">Niken: \u0111\u1ed9ng l\u1ef1c s\u1ed1 1 c\u1ee7a gi\u00e1 Inox<\/h2>\n<p>Niken l\u00e0 th\u00e0nh ph\u1ea7n h\u1ee3p kim t\u1ea1o ra t\u00ednh ch\u1ed1ng \u0103n m\u00f2n v\u00e0 \u0111\u1ed9 d\u1ebbo c\u1ee7a nh\u00f3m austenitic:<br \/>\n&#8211; 304: ~8\u201310.5% Ni<br \/>\n&#8211; 316: ~10\u201314% Ni + 2\u20133% Mo<br \/>\n&#8211; 201: ~0.5\u20134.5% Ni (\u0111\u01b0\u1ee3c b\u00f9 b\u1eb1ng Mn, N)<br \/>\n&#8211; 430 (ferritic): ~0% Ni, ph\u1ee5 thu\u1ed9c Crom (Cr)<\/p>\n<p>Gi\u00e1 nguy\u00ean li\u1ec7u niken (LME\/SHFE) truy\u1ec1n v\u00e0o gi\u00e1 Inox th\u00f4ng qua:<br \/>\n1) Gi\u00e1 qu\u1eb7ng\/h\u1ee3p kim (Ferronickel, NPI) trong chi ph\u00ed luy\u1ec7n th\u00e9p.<br \/>\n2) Ph\u1ee5 ph\u00ed h\u1ee3p kim (alloy surcharge) m\u00e0 c\u00e1c nh\u00e0 m\u00e1y l\u1edbn c\u00f4ng b\u1ed1 h\u00e0ng th\u00e1ng, d\u1ef1a tr\u00ean b\u00ecnh qu\u00e2n gi\u00e1 Ni\/Cr\/Mo v\u00e0 t\u1ef7 gi\u00e1.<\/p>\n<h3>\u0110\u1ed9 nh\u1ea1y gi\u00e1: c\u00f4ng th\u1ee9c t\u00ednh nhanh<\/h3>\n<p>Gi\u1ea3 s\u1eed thay \u0111\u1ed5i gi\u00e1 niken l\u00e0 \u0394Ni ($\/t). M\u1ee9c \u1ea3nh h\u01b0\u1edfng x\u1ea5p x\u1ec9 l\u00ean gi\u00e1 m\u00e1c austenitic:<br \/>\n&#8211; \u0394Gi\u00e1 304 (VND\/kg) \u2248 Ni% \u00d7 \u0394Ni ($\/t) \u00f7 1000 \u00d7 T\u1ef7 gi\u00e1 (VND\/$)<br \/>\nV\u00ed d\u1ee5: Ni t\u0103ng 2,000 $\/t; 304 ch\u1ee9a ~8% Ni; t\u1ef7 gi\u00e1 25,000 VND\/$<br \/>\n\u2192 \u0394Gi\u00e1 \u2248 0.08 \u00d7 2000 \u00f7 1000 \u00d7 25,000 = 4,000 VND\/kg<br \/>\n&#8211; V\u1edbi 316 (Ni ~12%): c\u00f9ng k\u1ecbch b\u1ea3n \u2192 kho\u1ea3ng 6,000 VND\/kg, ch\u01b0a t\u00ednh Mo.<br \/>\n&#8211; V\u1edbi 201 (Ni ~2%): kho\u1ea3ng 1,000 VND\/kg.<\/p>\n<p>L\u01b0u \u00fd:<br \/>\n&#8211; \u0110\u00e2y l\u00e0 x\u1ea5p x\u1ec9 theo h\u00e0m l\u01b0\u1ee3ng Ni \u201cdanh ngh\u0129a\u201d. Th\u1ef1c t\u1ebf c\u00f2n ph\u1ee5 thu\u1ed9c d\u1ea1ng Ni (NPI\/Ferronickel), hi\u1ec7u su\u1ea5t luy\u1ec7n, chi ph\u00ed n\u0103ng l\u01b0\u1ee3ng v\u00e0 ch\u00ednh s\u00e1ch ph\u1ee5 ph\u00ed c\u1ee7a t\u1eebng nh\u00e0 m\u00e1y.<br \/>\n&#8211; 430 g\u1ea7n nh\u01b0 kh\u00f4ng ch\u1ecbu t\u00e1c \u0111\u1ed9ng tr\u1ef1c ti\u1ebfp t\u1eeb Ni; thay v\u00e0o \u0111\u00f3 nh\u1ea1y v\u1edbi Ferrochrome (Cr) v\u00e0 \u0111i\u1ec7n.<\/p>\n<h3>V\u00ec sao Ni bi\u1ebfn \u0111\u1ed9ng m\u1ea1nh?<\/h3>\n<p>&#8211; C\u1ea5u tr\u00fac cung: Indonesia \u0111\u00e3 v\u01b0\u01a1n l\u00ean d\u1eabn \u0111\u1ea7u v\u1ec1 NPI\/ferronickel; thay \u0111\u1ed5i ch\u00ednh s\u00e1ch xu\u1ea5t kh\u1ea9u\/quy ho\u1ea1ch luy\u1ec7n kim c\u00f3 th\u1ec3 t\u1ea1o \u201cc\u00fa s\u1ed1c\u201d cung \u1ee9ng.<br \/>\n&#8211; C\u1ea7u: Trung Qu\u1ed1c l\u00e0 trung t\u00e2m s\u1ea3n xu\u1ea5t v\u00e0 ti\u00eau th\u1ee5 th\u00e9p kh\u00f4ng g\u1ec9; chu k\u1ef3 b\u1ea5t \u0111\u1ed9ng s\u1ea3n, s\u1ea3n xu\u1ea5t thi\u1ebft b\u1ecb, v\u00e0 PMI ch\u1ebf t\u1ea1o t\u00e1c \u0111\u1ed9ng tr\u1ef1c ti\u1ebfp.<br \/>\n&#8211; S\u00e0n giao d\u1ecbch: LME v\u00e0 SHFE ph\u1ea3n \u00e1nh k\u1ef3 v\u1ecdng th\u1ecb tr\u01b0\u1eddng v\u00e0 tr\u1ea1ng th\u00e1i v\u1ecb th\u1ebf \u0111\u1ea7u c\u01a1\/hedge. Bi\u1ebfn c\u1ed1 2022 cho th\u1ea5y Ni c\u00f3 th\u1ec3 bi\u1ebfn \u0111\u1ed9ng c\u1ef1c \u0111oan khi m\u1ea5t c\u00e2n \u0111\u1ed1i v\u1ecb th\u1ebf.<\/p>\n<p>Ngu\u1ed3n tham kh\u1ea3o:<br \/>\n&#8211; London Metal Exchange (LME) \u2013 Nickel prices and notices<br \/>\n&#8211; Shanghai Futures Exchange (SHFE) \u2013 Nickel &#038; Stainless Steel futures<br \/>\n&#8211; World Stainless Association \u2013 Stainless steel production statistics<\/p>\n<h2 id=\"toc-2-ty-gia-usdvnd-kinh-lup-phong-dai-bien-dong\">T\u1ef7 gi\u00e1 USD\/VND: \u201ck\u00ednh l\u00fap\u201d ph\u00f3ng \u0111\u1ea1i bi\u1ebfn \u0111\u1ed9ng<\/h2>\n<p>\u0110a s\u1ed1 Inox v\u1ec1 Vi\u1ec7t Nam l\u00e0 h\u00e0ng nh\u1eadp kh\u1ea9u, ch\u00e0o gi\u00e1 b\u1eb1ng USD. Khi quy \u0111\u1ed5i sang VND:<br \/>\n&#8211; M\u1ed7i 1% USD\/VND t\u0103ng th\u01b0\u1eddng l\u00e0m gi\u00e1 VND t\u0103ng g\u1ea7n t\u01b0\u01a1ng \u1ee9ng, n\u1ebfu gi\u00e1 USD kh\u00f4ng \u0111\u1ed5i.<br \/>\n&#8211; \u0110\u1ed9 tr\u1ec5: \u0110\u1ea1i l\u00fd\/nh\u00e0 m\u00e1y c\u00f3 t\u1ed3n kho s\u1ebd \u0111i\u1ec1u ch\u1ec9nh gi\u00e1 nhanh\/ch\u1eadm t\u00f9y m\u1ee9c t\u1ed3n v\u00e0 k\u1ef3 v\u1ecdng.<br \/>\n&#8211; H\u1ee3p \u0111\u1ed3ng: \u0110i\u1ec1u kho\u1ea3n \u201cFX pass-through\u201d ho\u1eb7c ch\u1ed1t gi\u00e1 theo ng\u00e0y giao h\u00e0ng s\u1ebd quy\u1ebft \u0111\u1ecbnh b\u1ea1n ch\u1ecbu r\u1ee7i ro t\u1ef7 gi\u00e1 \u1edf th\u1eddi \u0111i\u1ec3m n\u00e0o.<\/p>\n<p>V\u00ed d\u1ee5:<br \/>\n&#8211; Cu\u1ed9n 304\/2B 1.0mm ch\u00e0o 2,650 $\/t CFR.<br \/>\n&#8211; C\u01b0\u1edbc + n\u1ed9i \u0111\u1ecba h\u00f3a: 100 $\/t; t\u1ed5ng 2,750 $\/t.<br \/>\n&#8211; T\u1ef7 gi\u00e1 25,000 VND\/$ \u2192 gi\u00e1 quy VND \u2248 68,750,000 VND\/t (ch\u01b0a VAT, ch\u01b0a bi\u00ean l\u1ee3i nhu\u1eadn).<br \/>\nN\u1ebfu USD\/VND t\u0103ng 2% (25,500): gi\u00e1 quy \u0111\u1ed5i t\u0103ng th\u00eam ~1,375,000 VND\/t (~1,375 VND\/kg), d\u00f9 gi\u00e1 USD \u0111\u1ee9ng y\u00ean.<\/p>\n<p>Ch\u1ec9 b\u00e1o n\u00ean theo d\u00f5i:<br \/>\n&#8211; T\u1ef7 gi\u00e1 USD\/VND li\u00ean ng\u00e2n h\u00e0ng; ch\u00ednh s\u00e1ch \u0111i\u1ec1u h\u00e0nh c\u1ee7a NHNN.<br \/>\n&#8211; Ch\u1ec9 s\u1ed1 DXY (s\u1ee9c m\u1ea1nh USD) \u2013 g\u1ee3i \u00fd xu h\u01b0\u1edbng r\u1ed9ng h\u01a1n.<\/p>\n<h2 id=\"toc-3-cungcau-buc-tranh-chu-ky-va-mua-vu\">Cung\u2013c\u1ea7u: b\u1ee9c tranh chu k\u1ef3 v\u00e0 m\u00f9a v\u1ee5<\/h2>\n<p>C\u00e1c y\u1ebfu t\u1ed1 ch\u00ednh:<br \/>\n&#8211; S\u1ea3n l\u01b0\u1ee3ng to\u00e0n c\u1ea7u: C\u00f4ng su\u1ea5t m\u1edbi (\u0111\u1eb7c bi\u1ec7t t\u1ea1i Indonesia\/Trung Qu\u1ed1c) c\u00f3 th\u1ec3 k\u00e9o gi\u00e1 xu\u1ed1ng khi d\u01b0 cung; ng\u01b0\u1ee3c l\u1ea1i, b\u1ea3o tr\u00ec l\u1edbn ho\u1eb7c gi\u00e1n \u0111o\u1ea1n n\u0103ng l\u01b0\u1ee3ng \u0111\u1ea9y gi\u00e1 l\u00ean.<br \/>\n&#8211; Nhu c\u1ea7u h\u1ea1 ngu\u1ed3n Vi\u1ec7t Nam: X\u00e2y d\u1ef1ng d\u00e2n d\u1ee5ng\/c\u00f4ng nghi\u1ec7p, thi\u1ebft b\u1ecb b\u1ebfp, F&#038;B, y t\u1ebf\u2026 t\u0103ng\/gi\u1ea3m theo m\u00f9a v\u1ee5 sau T\u1ebft, \u0111\u1ea7u t\u01b0 c\u00f4ng, b\u1ea5t \u0111\u1ed9ng s\u1ea3n.<br \/>\n&#8211; T\u1ed3n kho th\u01b0\u01a1ng m\u1ea1i: Khi t\u1ed3n kho cao, gi\u00e1 c\u00f3 th\u1ec3 \u00ec \u1ea1ch ngay c\u1ea3 khi Ni nh\u00edch l\u00ean; t\u1ed3n kho th\u1ea5p khi\u1ebfn gi\u00e1 ph\u1ea3n \u1ee9ng nh\u1ea1y.<br \/>\n&#8211; Logistics: C\u01b0\u1edbc bi\u1ec3n, thi\u1ebfu container, ho\u1eb7c t\u1eafc ngh\u1ebdn c\u1ea3ng l\u00e0m \u0111\u1ed9i chi ph\u00ed v\u00e0 k\u00e9o d\u00e0i lead-time.<br \/>\n&#8211; Th\u01b0\u01a1ng m\u1ea1i v\u00e0 thu\u1ebf: Thu\u1ebf nh\u1eadp kh\u1ea9u, thu\u1ebf ch\u1ed1ng b\u00e1n ph\u00e1 gi\u00e1 \u0111\u1ed1i v\u1edbi th\u00e9p kh\u00f4ng g\u1ec9 c\u00e1n ngu\u1ed9i t\u1eeb m\u1ed9t s\u1ed1 n\u01b0\u1edbc \u0111\u00e3 \u0111\u01b0\u1ee3c Vi\u1ec7t Nam \u00e1p d\u1ee5ng v\u00e0 gia h\u1ea1n nhi\u1ec1u l\u1ea7n, \u1ea3nh h\u01b0\u1edfng m\u1ee9c gi\u00e1 v\u00e0 ngu\u1ed3n cung nh\u1eadp kh\u1ea9u.<br \/>\nNgu\u1ed3n tham kh\u1ea3o:<br \/>\n&#8211; B\u1ed9 C\u00f4ng Th\u01b0\u01a1ng Vi\u1ec7t Nam (MOIT) \u2013 Th\u00f4ng tin ph\u00f2ng v\u1ec7 th\u01b0\u01a1ng m\u1ea1i v\u1ec1 th\u00e9p kh\u00f4ng g\u1ec9<br \/>\n&#8211; Shanghai\/Wuxi stainless spot indices (th\u1ecb tr\u01b0\u1eddng Trung Qu\u1ed1c)<br \/>\n&#8211; Drewry\/SCFI \u2013 Ch\u1ec9 s\u1ed1 c\u01b0\u1edbc container<\/p>\n<h2 id=\"toc-4-nhung-bien-so-bo-sung-thuong-bi-bo-qua\">Nh\u1eefng bi\u1ebfn s\u1ed1 b\u1ed5 sung th\u01b0\u1eddng b\u1ecb b\u1ecf qua<\/h2>\n<p>&#8211; Th\u00e0nh ph\u1ea7n h\u1ee3p kim kh\u00e1c:<br \/>\n  &#8211; Molybdenum (Mo) t\u00e1c \u0111\u1ed9ng m\u1ea1nh \u0111\u1ebfn 316\/316L.<br \/>\n  &#8211; Ferrochrome (Cr) quy\u1ebft \u0111\u1ecbnh gi\u00e1 430.<br \/>\n&#8211; N\u0103ng l\u01b0\u1ee3ng v\u00e0 \u0111i\u1ec7n: T\u1ef7 tr\u1ecdng l\u1edbn trong luy\u1ec7n kim; bi\u1ebfn \u0111\u1ed9ng m\u1ea1nh \u1edf ch\u00e2u \u00c2u\/Trung Qu\u1ed1c c\u00f3 th\u1ec3 lan sang gi\u00e1 ch\u00e0o.<br \/>\n&#8211; Quy c\u00e1ch s\u1ea3n ph\u1ea9m: \u0110\u1ed9 d\u00e0y, b\u1ec1 m\u1eb7t (2B, BA, HL, No.1), dung sai, \u0111\u1ed9 ph\u1eb3ng, kh\u1ed5 r\u1ed9ng\u2026 k\u00e9o theo kh\u00e1c bi\u1ec7t gi\u00e1.<br \/>\n&#8211; Ngu\u1ed3n g\u1ed1c v\u00e0 th\u01b0\u01a1ng hi\u1ec7u nh\u00e0 m\u00e1y: Nh\u1eadt\/EU\/H\u00e0n th\u01b0\u1eddng c\u00f3 premium so v\u1edbi Trung Qu\u1ed1c\/\u0110\u00f4ng Nam \u00c1 do ti\u00eau chu\u1ea9n v\u00e0 \u1ed5n \u0111\u1ecbnh ch\u1ea5t l\u01b0\u1ee3ng.<br \/>\n&#8211; \u0110i\u1ec1u ki\u1ec7n th\u01b0\u01a1ng m\u1ea1i: Incoterms (FOB\/CFR\/CIF\/DDP), k\u1ef3 h\u1ea1n giao, \u0111i\u1ec1u kho\u1ea3n thanh to\u00e1n.<\/p>\n<h2 id=\"toc-5-giai-phau-bang-gia-inox-tai-viet-nam\">Gi\u1ea3i ph\u1eabu b\u1ea3ng gi\u00e1 Inox t\u1ea1i Vi\u1ec7t Nam<\/h2>\n<p>M\u1ed9t b\u00e1o gi\u00e1 chu\u1ea9n (v\u00ed d\u1ee5 cu\u1ed9n 304) th\u01b0\u1eddng k\u1ebft c\u1ea5u:<br \/>\n&#8211; Base + Alloy surcharge (theo nh\u00e0 m\u00e1y)<br \/>\n&#8211; C\u01b0\u1edbc bi\u1ec3n + chi ph\u00ed n\u1ed9i \u0111\u1ecba h\u00f3a (th\u00f4ng quan, v\u1eadn chuy\u1ec3n n\u1ed9i \u0111\u1ecba)<br \/>\n&#8211; T\u1ef7 gi\u00e1 quy \u0111\u1ed5i + bi\u00ean l\u1ee3i nhu\u1eadn nh\u00e0 ph\u00e2n ph\u1ed1i<br \/>\n&#8211; Thu\u1ebf\/Ph\u00ed: thu\u1ebf nh\u1eadp kh\u1ea9u, thu\u1ebf t\u1ef1 v\u1ec7\/ch\u1ed1ng b\u00e1n ph\u00e1 gi\u00e1 (n\u1ebfu c\u00f3), VAT theo quy \u0111\u1ecbnh hi\u1ec7n h\u00e0nh<\/p>\n<p>G\u1ee3i \u00fd ki\u1ec3m tra khi so s\u00e1nh b\u00e1o gi\u00e1:<br \/>\n&#8211; X\u00e1c \u0111\u1ecbnh ngu\u1ed3n g\u1ed1c (mill), m\u00e1c th\u00e9p, ti\u00eau chu\u1ea9n (ASTM\/EN\/JIS), ch\u1ee9ng ch\u1ec9 (MTC).<br \/>\n&#8211; \u0110i\u1ec1u ki\u1ec7n giao h\u00e0ng, th\u1eddi gian giao, \u0111i\u1ec1u kho\u1ea3n ch\u1ed1t t\u1ef7 gi\u00e1.<br \/>\n&#8211; Y\u00eau c\u1ea7u b\u1ec1 m\u1eb7t, \u0111\u00f3ng g\u00f3i, b\u1ea3o h\u00e0nh \u0103n m\u00f2n.<br \/>\n&#8211; \u0110i\u1ec1u kho\u1ea3n thay th\u1ebf m\u00e1c (v\u00ed d\u1ee5 304L vs 304), ho\u1eb7c thay quy c\u00e1ch khi thi\u1ebfu h\u00e0ng.<\/p>\n<h2 id=\"toc-6-vi-du-thuc-te-tac-dong-dong-thoi-cua-ni-va-ty-gia\">V\u00ed d\u1ee5 th\u1ef1c t\u1ebf: t\u00e1c \u0111\u1ed9ng \u0111\u1ed3ng th\u1eddi c\u1ee7a Ni v\u00e0 t\u1ef7 gi\u00e1<\/h2>\n<p>Gi\u1ea3 \u0111\u1ecbnh:<br \/>\n&#8211; Gi\u00e1 304 th\u00e1ng tr\u01b0\u1edbc: 2,600 $\/t; th\u00e1ng n\u00e0y Ni t\u0103ng khi\u1ebfn gi\u00e1 ch\u00e0o l\u00ean 2,750 $\/t (+150 $\/t).<br \/>\n&#8211; T\u1ef7 gi\u00e1 USD\/VND t\u0103ng t\u1eeb 24,800 l\u00ean 25,300 (+2%).<br \/>\n&#8211; T\u00e1c \u0111\u1ed9ng t\u1ed5ng c\u1ed9ng quy ra VND\/t \u2248 150 \u00d7 25,300 + 2,600 \u00d7 (25,300\u221224,800)<br \/>\n  = 3,795,000 + 1,300,000 = 5,095,000 VND\/t<br \/>\nT\u1ee9c t\u0103ng kho\u1ea3ng 5,100 VND\/kg, ch\u01b0a k\u1ec3 ph\u00ed v\u00e0 ph\u1ee5 ph\u00ed kh\u00e1c.<\/p>\n<h2 id=\"toc-7-chien-luoc-mua-hanghedge-danh-cho-doanh-nghiep-va-\">Chi\u1ebfn l\u01b0\u1ee3c mua h\u00e0ng\/hedge d\u00e0nh cho doanh nghi\u1ec7p v\u00e0 x\u01b0\u1edfng<\/h2>\n<p>&#8211; Chia nh\u1ecf k\u1ef3 h\u1ea1n mua (laddering): K\u00fd nhi\u1ec1u l\u00f4 nh\u1ecf theo th\u00e1ng\/qu\u00fd \u0111\u1ec3 san ph\u1eb3ng bi\u1ebfn \u0111\u1ed9ng, thay v\u00ec d\u1ed3n t\u1ea5t c\u1ea3 m\u1ed9t th\u1eddi \u0111i\u1ec3m.<br \/>\n&#8211; Ch\u1ed1t gi\u00e1 theo ch\u1ec9 s\u1ed1: Th\u01b0\u01a1ng th\u1ea3o \u0111i\u1ec1u kho\u1ea3n neo gi\u00e1 v\u00e0o LME Ni\/SHFE SS k\u00e8m c\u00f4ng th\u1ee9c ph\u1ee5 ph\u00ed h\u1ee3p kim; minh b\u1ea1ch v\u00e0 c\u00f4ng b\u1eb1ng h\u01a1n cho hai b\u00ean.<br \/>\n&#8211; Qu\u1ea3n tr\u1ecb t\u1ef7 gi\u00e1:<br \/>\n  &#8211; Th\u01b0\u01a1ng l\u01b0\u1ee3ng ch\u1ed1t t\u1ef7 gi\u00e1 theo ng\u00e0y m\u1edf L\/C\/TT.<br \/>\n  &#8211; C\u00e2n nh\u1eafc c\u00f4ng c\u1ee5 hedge t\u1ef7 gi\u00e1 (forward) n\u1ebfu kh\u1ed1i l\u01b0\u1ee3ng l\u1edbn.<br \/>\n&#8211; Linh ho\u1ea1t m\u00e1c th\u00e9p: \u1ee8ng d\u1ee5ng kh\u00f4ng ti\u1ebfp x\u00fac h\u00f3a ch\u1ea5t\/bi\u1ec3n c\u00f3 th\u1ec3 d\u00f9ng 201\/430 thay 304 \u0111\u1ec3 gi\u1ea3m nh\u1ea1y c\u1ea3m Ni (c\u1ea7n k\u1ef9 s\u01b0 th\u1ea9m \u0111\u1ecbnh \u0103n m\u00f2n).<br \/>\n&#8211; \u0110\u1ed3ng b\u1ed9 quy c\u00e1ch: T\u1ed1i \u01b0u \u0111\u1ed9 d\u00e0y\/kh\u1ed5 c\u1eaft gi\u1ea3m hao h\u1ee5t; \u0111\u1eb7t s\u1eb5n l\u1ecbch c\u1eaft x\u1ebb \u0111\u1ec3 r\u00fat ng\u1eafn lead-time khi th\u1ecb tr\u01b0\u1eddng n\u00f3ng.<br \/>\n&#8211; L\u1ef1a ch\u1ecdn nh\u00e0 cung c\u1ea5p c\u00f3 t\u1ed3n kho chi\u1ebfn l\u01b0\u1ee3c v\u00e0 kh\u1ea3 n\u0103ng giao ngay \u0111\u1ec3 t\u1eadn d\u1ee5ng khi Ni \u0111i\u1ec1u ch\u1ec9nh.<\/p>\n<h2 id=\"toc-8-bang-chi-bao-nen-theo-doi-hang-tuan\">B\u1ea3ng ch\u1ec9 b\u00e1o n\u00ean theo d\u00f5i h\u00e0ng tu\u1ea7n<\/h2>\n<p>&#8211; LME Nickel official prices; SHFE Nickel &#038; Stainless futures<br \/>\n&#8211; Ch\u1ec9 s\u1ed1 gi\u00e1 spot stainless t\u1ea1i Wuxi\/Shanghai (304\/201\/316)<br \/>\n&#8211; USD\/VND v\u00e0 DXY<br \/>\n&#8211; C\u01b0\u1edbc container (SCFI\/Drewry)<br \/>\n&#8211; PMI s\u1ea3n xu\u1ea5t Trung Qu\u1ed1c\/ASEAN<br \/>\n&#8211; Th\u00f4ng tin ph\u00f2ng v\u1ec7 th\u01b0\u01a1ng m\u1ea1i t\u1eeb MOIT Vi\u1ec7t Nam<br \/>\n&#8211; C\u00f4ng b\u1ed1 alloy surcharge c\u1ee7a c\u00e1c nh\u00e0 m\u00e1y l\u1edbn (Outokumpu, Acerinox, Tisco, Tsingshan\u2026)<br \/>\n&#8211; T\u1ed3n kho th\u01b0\u01a1ng m\u1ea1i trong n\u01b0\u1edbc (trao \u0111\u1ed5i v\u1edbi nh\u00e0 ph\u00e2n ph\u1ed1i ch\u1ee7 l\u1ef1c)<\/p>\n<p>Ngu\u1ed3n tham kh\u1ea3o g\u1ee3i \u00fd:<br \/>\n&#8211; LME \u2013 Nickel prices and reports<br \/>\n&#8211; SHFE \u2013 Nickel and Stainless Steel futures<br \/>\n&#8211; Outokumpu\/Acerinox \u2013 Alloy surcharge methodology<br \/>\n&#8211; World Stainless Association \u2013 Production &#038; use<br \/>\n&#8211; B\u1ed9 C\u00f4ng Th\u01b0\u01a1ng Vi\u1ec7t Nam (MOIT) \u2013 C\u1ee5c Ph\u00f2ng v\u1ec7 Th\u01b0\u01a1ng m\u1ea1i: th\u00f4ng tin v\u1ec1 th\u00e9p kh\u00f4ng g\u1ec9<\/p>\n<h2 id=\"toc-9-ket-luan-cong-thuc-3-truc-de-doc-vi-gia-inox\">K\u1ebft lu\u1eadn: c\u00f4ng th\u1ee9c \u201c3 tr\u1ee5c\u201d \u0111\u1ec3 \u0111\u1ecdc v\u1ecb gi\u00e1 Inox<\/h2>\n<p>&#8211; Niken quy\u1ebft \u0111\u1ecbnh m\u1eb7t b\u1eb1ng gi\u00e1 c\u00e1c m\u00e1c austenitic (304\/316\/201); 430 ph\u1ee5 thu\u1ed9c Crom.<br \/>\n&#8211; T\u1ef7 gi\u00e1 USD\/VND khu\u1ebfch \u0111\u1ea1i ho\u1eb7c trung h\u00f2a bi\u1ebfn \u0111\u1ed9ng gi\u00e1 USD.<br \/>\n&#8211; Cung\u2013c\u1ea7u (s\u1ea3n l\u01b0\u1ee3ng, t\u1ed3n kho, logistics, thu\u1ebf) t\u1ea1o bi\u00ean \u0111\u1ed9 ng\u1eafn\u2013trung h\u1ea1n.<br \/>\n\u00c1p d\u1ee5ng c\u00f4ng th\u1ee9c t\u00ednh nhanh \u0111\u1ed9 nh\u1ea1y theo h\u00e0m l\u01b0\u1ee3ng Ni, theo d\u00f5i ch\u1ec9 b\u00e1o c\u1ed1t l\u00f5i v\u00e0 tri\u1ec3n khai chi\u1ebfn l\u01b0\u1ee3c mua nhi\u1ec1u k\u1ef3 s\u1ebd gi\u00fap doanh nghi\u1ec7p gi\u1ea3m r\u1ee7i ro v\u00e0 ch\u1ed1t gi\u00e1 hi\u1ec7u qu\u1ea3.<\/p>\n<p>C\u1ea7n ph\u01b0\u01a1ng \u00e1n mua ph\u00f9 h\u1ee3p \u1ee9ng d\u1ee5ng c\u1ee5 th\u1ec3, t\u01b0 v\u1ea5n thay th\u1ebf m\u00e1c, ho\u1eb7c b\u1ea3ng gi\u00e1 c\u1eadp nh\u1eadt theo Ni\/t\u1ef7 gi\u00e1? Li\u00ean h\u1ec7 Inox C\u01b0\u1eddng Th\u1ecbnh \u0111\u1ec3 \u0111\u01b0\u1ee3c ph\u00e2n t\u00edch chi ti\u1ebft v\u00e0 b\u00e1o gi\u00e1 t\u1ed1t nh\u1ea5t.<br \/>\n&#8211; Hotline: 0343.417.281<br \/>\n&#8211; Email: inoxcongnghiep.cuongthinh@gmail.com<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ph\u00e2n t\u00edch ba l\u1ef1c k\u00e9o gi\u00e1 Inox t\u1ea1i Vi\u1ec7t Nam: niken (LME), t\u1ef7 gi\u00e1 USD\/VND v\u00e0 cung\u2013c\u1ea7u; k\u00e8m c\u00f4ng th\u1ee9c t\u00ednh nhanh, v\u00ed d\u1ee5 th\u1ef1c t\u1ebf v\u00e0 chi\u1ebfn l\u01b0\u1ee3c mua hi\u1ec7u qu\u1ea3.<\/p>\n","protected":false},"author":7,"featured_media":1043,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[23],"tags":[],"class_list":["post-1929","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tin-tuc"],"acf":[],"_links":{"self":[{"href":"https:\/\/inoxcuongthinh.com\/inct\/wp\/v2\/posts\/1929","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/inoxcuongthinh.com\/inct\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/inoxcuongthinh.com\/inct\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/inoxcuongthinh.com\/inct\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/inoxcuongthinh.com\/inct\/wp\/v2\/comments?post=1929"}],"version-history":[{"count":0,"href":"https:\/\/inoxcuongthinh.com\/inct\/wp\/v2\/posts\/1929\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/inoxcuongthinh.com\/inct\/wp\/v2\/media\/1043"}],"wp:attachment":[{"href":"https:\/\/inoxcuongthinh.com\/inct\/wp\/v2\/media?parent=1929"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/inoxcuongthinh.com\/inct\/wp\/v2\/categories?post=1929"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/inoxcuongthinh.com\/inct\/wp\/v2\/tags?post=1929"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}