{"id":13968,"date":"2026-05-07T10:41:05","date_gmt":"2026-05-07T03:41:05","guid":{"rendered":"https:\/\/taichinhphowall.com\/index.php\/2026\/05\/07\/ton-kho-xang-dau-cua-loat-doanh-nghiep-viet-nam-lap-ky-luc-giua-chien-su-trung-dong\/"},"modified":"2026-05-07T10:41:05","modified_gmt":"2026-05-07T03:41:05","slug":"ton-kho-xang-dau-cua-loat-doanh-nghiep-viet-nam-lap-ky-luc-giua-chien-su-trung-dong","status":"publish","type":"post","link":"https:\/\/taichinhphowall.com\/index.php\/2026\/05\/07\/ton-kho-xang-dau-cua-loat-doanh-nghiep-viet-nam-lap-ky-luc-giua-chien-su-trung-dong\/","title":{"rendered":"T\u1ed3n kho x\u0103ng d\u1ea7u c\u1ee7a lo\u1ea1t doanh nghi\u1ec7p Vi\u1ec7t Nam l\u1eadp k\u1ef7 l\u1ee5c gi\u1eefa chi\u1ebfn s\u1ef1 Trung \u0110\u00f4ng"},"content":{"rendered":"
\n

T\u1ed3n kho x\u0103ng d\u1ea7u \u0111ang tr\u1edf th\u00e0nh m\u1ed9t trong nh\u1eefng bi\u1ebfn s\u1ed1 nh\u1ea1y c\u1ea3m nh\u1ea5t tr\u00ean b\u00e0n c\u1edd n\u0103ng l\u01b0\u1ee3ng qu\u1ed1c gia. Khi nh\u1eefng d\u01b0 ch\u1ea5n t\u1eeb chi\u1ebfn s\u1ef1 Trung \u0110\u00f4ng cu\u1ed1i th\u00e1ng 2 v\u1eeba qua l\u00e0m \u0111\u1ee9t g\u00e3y chu\u1ed7i cung \u1ee9ng to\u00e0n c\u1ea7u, Vi\u1ec7t Nam \u2013 v\u1edbi t\u01b0 c\u00e1ch l\u00e0 qu\u1ed1c gia ph\u1ee5 thu\u1ed9c \u0111\u00e1ng k\u1ec3 v\u00e0o ngu\u1ed3n nhi\u00ean li\u1ec7u nh\u1eadp kh\u1ea9u \u2013 \u0111\u00e3 ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi m\u1ed9t cu\u1ed9c kh\u1ee7ng ho\u1ea3ng ch\u01b0a t\u1eebng c\u00f3. Vi\u1ec7c gia t\u0103ng t\u00edch tr\u1eef kh\u00f4ng ch\u1ec9 l\u00e0 l\u1ef1a ch\u1ecdn chi\u1ebfn l\u01b0\u1ee3c m\u00e0 \u0111\u00e3 tr\u1edf th\u00e0nh m\u1ec7nh l\u1ec7nh \u0111\u1ec3 \u0111\u1ea3m b\u1ea3o an ninh n\u0103ng l\u01b0\u1ee3ng, d\u00f9 c\u00e1i gi\u00e1 ph\u1ea3i tr\u1ea3 l\u00e0 s\u1ef1 ph\u00ecnh to \u0111\u1ed9t bi\u1ebfn trong c\u00e1c con s\u1ed1 tr\u00ean b\u1ea3ng c\u00e2n \u0111\u1ed1i k\u1ebf to\u00e1n c\u1ee7a nhi\u1ec1u doanh nghi\u1ec7p \u0111\u1ea7u m\u1ed1i.<\/p>\n

\n \"T\u1ed3n
\u1ea2nh t\u1eeb ngu\u1ed3n: cafef.vn<\/em><\/figcaption><\/figure>\n

S\u1ee9c \u00e9p t\u1eeb c\u01a1n b\u00e3o gi\u00e1 v\u00e0 b\u00e0i to\u00e1n t\u1ed3n kho x\u0103ng d\u1ea7u<\/h2>\n

Th\u1ef1c t\u1ebf cho th\u1ea5y m\u1ed9t ngh\u1ecbch l\u00fd l\u00e0 trong khi s\u1ea3n l\u01b0\u1ee3ng nh\u1eadp kh\u1ea9u \u0111i ngang, th\u00ec gi\u00e1 tr\u1ecb d\u00f2ng ti\u1ec1n \u0111\u1ed5 v\u00e0o c\u00e1c m\u1eb7t h\u00e0ng x\u0103ng, d\u1ea7u, kh\u00ed h\u00f3a l\u1ecfng l\u1ea1i t\u0103ng v\u1ecdt. Ch\u1ec9 ri\u00eang trong th\u00e1ng 3, gi\u00e1 tr\u1ecb nh\u1eadp kh\u1ea9u \u0111\u00e3 ch\u1ea1m ng\u01b0\u1ee1ng 2,2 t\u1ef7 USD, t\u0103ng g\u1ea7n 50% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m 2025. L\u0169y k\u1ebf 3 th\u00e1ng \u0111\u1ea7u n\u0103m, con s\u1ed1 n\u00e0y v\u01b0\u1ee3t m\u1ed1c 5 t\u1ef7 USD, m\u1ed9t m\u1ee9c t\u0103ng ti\u1ec7m c\u1eadn 20% so v\u1edbi n\u0103m ngo\u00e1i. \u0110\u00e1ng ch\u00fa \u00fd, \u0111\u00e0 t\u0103ng gi\u00e1 n\u00e0y kh\u00f4ng ch\u1ec9 n\u1eb1m \u1edf gi\u00e1 d\u1ea7u th\u1ebf gi\u1edbi m\u00e0 c\u00f2n c\u1ed9ng h\u01b0\u1edfng b\u1edfi c\u00e1c kho\u1ea3n ph\u1ee5 ph\u00ed nh\u1eadp kh\u1ea9u ch\u1ea1m m\u1ee9c 30 – 37 USD\/th\u00f9ng, con s\u1ed1 ch\u01b0a t\u1eebng c\u00f3 trong l\u1ecbch s\u1eed ng\u00e0nh n\u0103ng l\u01b0\u1ee3ng.<\/p>\n

S\u1ef1 gia t\u0103ng n\u00e0y \u0111\u1ea9y t\u1ed3n kho x\u0103ng d\u1ea7u c\u1ee7a c\u00e1c “\u00f4ng l\u1edbn” trong ng\u00e0nh l\u00ean cao k\u1ef7 l\u1ee5c. T\u1ea1i th\u01b0\u1ee3ng ngu\u1ed3n, L\u1ecdc h\u00f3a d\u1ea7u B\u00ecnh S\u01a1n (BSR) ghi nh\u1eadn l\u01b0\u1ee3ng t\u1ed3n kho l\u00ean t\u1edbi 21.500 t\u1ef7 \u0111\u1ed3ng t\u00ednh \u0111\u1ebfn cu\u1ed1i qu\u00fd I, t\u0103ng g\u1ea7n 9.000 t\u1ef7 \u0111\u1ed3ng so v\u1edbi \u0111\u1ea7u n\u0103m. \u1ede h\u1ea1 ngu\u1ed3n, b\u1ee9c tranh c\u0169ng t\u01b0\u01a1ng t\u1ef1 khi Petrolimex (PLX) v\u00e0 PV Oil (OIL) ch\u1ee9ng ki\u1ebfn t\u1ed3n kho t\u0103ng v\u1ecdt. Trong khi Petrolimex ghi nh\u1eadn m\u1ee9c t\u1ed3n kho g\u1ea7n 30.000 t\u1ef7 \u0111\u1ed3ng \u2013 con s\u1ed1 cao nh\u1ea5t t\u1eeb tr\u01b0\u1edbc \u0111\u1ebfn nay, th\u00ec PV Oil c\u0169ng cho th\u1ea5y \u00e1p l\u1ef1c t\u01b0\u01a1ng t\u1ef1 khi t\u1ed3n kho l\u00ean t\u1edbi 11.000 t\u1ef7 \u0111\u1ed3ng, g\u1ea5p 4 l\u1ea7n so v\u1edbi th\u1eddi \u0111i\u1ec3m \u0111\u1ea7u n\u0103m.<\/p>\n

Khi an ninh n\u0103ng l\u01b0\u1ee3ng \u0111\u1eb7t tr\u00ean vai doanh nghi\u1ec7p<\/h2>\n

Chia s\u1ebb t\u1ea1i \u0110HC\u0110 th\u01b0\u1eddng ni\u00ean 2026, l\u00e3nh \u0111\u1ea1o Petrolimex \u0111\u00e3 l\u00e0m r\u00f5 b\u1ea3n ch\u1ea5t c\u1ee7a vi\u1ec7c duy tr\u00ec t\u1ed3n kho x\u0103ng d\u1ea7u \u1edf m\u1ee9c cao. \u0110\u00f3 l\u00e0 s\u1ef1 \u0111\u00e1nh \u0111\u1ed5i c\u1ea7n thi\u1ebft \u0111\u1ec3 \u0111\u1ea3m b\u1ea3o ngu\u1ed3n cung n\u1ed9i \u0111\u1ecba tr\u01b0\u1edbc nh\u1eefng b\u1ea5t \u1ed5n \u0111\u1ecba ch\u00ednh tr\u1ecb. Vi\u1ec7c ph\u1ea3i li\u00ean t\u1ee5c nh\u1eadp h\u00e0ng ngay c\u1ea3 khi gi\u00e1 \u0111ang \u1edf v\u00f9ng \u0111\u1ec9nh \u0111\u00e3 d\u1eabn \u0111\u1ebfn h\u1ec7 qu\u1ea3 l\u00e0 c\u00e1c doanh nghi\u1ec7p bu\u1ed9c ph\u1ea3i tr\u00edch l\u1eadp d\u1ef1 ph\u00f2ng gi\u1ea3m gi\u00e1 t\u1ed3n kho r\u1ea5t l\u1edbn \u2013 v\u1edbi Petrolimex l\u00e0 con s\u1ed1 6.500 t\u1ef7 \u0111\u1ed3ng. \u0110i\u1ec1u n\u00e0y minh ch\u1ee9ng cho \u00e1p l\u1ef1c k\u00e9p: v\u1eeba ph\u1ea3i \u0111\u1ea3m b\u1ea3o ngu\u1ed3n d\u1ef1 tr\u1eef, v\u1eeba ph\u1ea3i ch\u1ecbu \u0111\u1ef1ng nh\u1eefng c\u01a1n s\u1ed1c chi ph\u00ed ch\u01b0a \u0111\u01b0\u1ee3c ph\u1ea3n \u00e1nh tr\u1ecdn v\u1eb9n v\u00e0o gi\u00e1 b\u00e1n l\u1ebb.<\/p>\n

S\u1ef1 c\u0103ng th\u1eb3ng n\u00e0y c\u00f2n \u0111\u01b0\u1ee3c th\u1ec3 hi\u1ec7n qua c\u00e1c con s\u1ed1 trong m\u1ee5c h\u00e0ng mua \u0111ang \u0111i \u0111\u01b0\u1eddng. \u0110\u1ed1i v\u1edbi BSR, kho\u1ea3n m\u1ee5c n\u00e0y \u0111\u00e3 t\u0103ng t\u1eeb 3.800 t\u1ef7 l\u00ean 9.100 t\u1ef7 \u0111\u1ed3ng, chi\u1ebfm h\u01a1n 40% t\u1ed5ng gi\u00e1 tr\u1ecb t\u1ed3n kho. Hi\u1ec7n t\u01b0\u1ee3ng n\u00e0y ph\u1ea3n \u00e1nh tr\u1ef1c di\u1ec7n s\u1ef1 gi\u00e1n \u0111o\u1ea1n chu\u1ed7i cung \u1ee9ng to\u00e0n c\u1ea7u, bu\u1ed9c c\u00e1c doanh nghi\u1ec7p ph\u1ea3i “neo” h\u00e0ng tr\u00ean bi\u1ec3n l\u00e2u h\u01a1n v\u00e0 chi ph\u00ed v\u1eadn chuy\u1ec3n c\u0169ng t\u0103ng theo c\u1ea5p s\u1ed1 nh\u00e2n. M\u1ed9t t\u00e0u d\u1ea7u 40.000 t\u1ea5n hi\u1ec7n c\u00f3 chi ph\u00ed nh\u1eadp kh\u1ea9u l\u00ean t\u1edbi 85-87 tri\u1ec7u USD, thay v\u00ec m\u1ee9c 25-26 tri\u1ec7u USD nh\u01b0 tr\u01b0\u1edbc \u0111\u00e2y.<\/p>\n

Gi\u1eefa b\u1ed1i c\u1ea3nh th\u1ecb tr\u01b0\u1eddng bi\u1ebfn \u0111\u1ed9ng m\u1ea1nh, vi\u1ec7c c\u00e1c doanh nghi\u1ec7p x\u0103ng d\u1ea7u \u0111\u1ed1i m\u1eb7t v\u1edbi r\u1ee7i ro t\u1ed3n kho c\u0169ng t\u01b0\u01a1ng \u0111\u1ed3ng v\u1edbi nh\u1eefng kh\u00f3 kh\u0103n m\u00e0 c\u00e1c qu\u1ef9 \u0111\u1ea7u t\u01b0 hay th\u1ecb tr\u01b0\u1eddng t\u00e0i ch\u00ednh \u0111ang g\u1eb7p ph\u1ea3i, t\u1eeb vi\u1ec7c c\u00e1c qu\u1ef9 l\u1edbn nh\u01b0 SPDR Gold Trust ph\u1ea3i x\u1ea3 h\u00e0ng cho \u0111\u1ebfn nh\u1eefng bi\u1ebfn \u0111\u1ed9ng nh\u00e2n s\u1ef1 t\u1ea1i c\u00e1c doanh nghi\u1ec7p nh\u01b0 KDH khi b\u1ecb qu\u1ef9 ngo\u1ea1i b\u00e1n ra. Kh\u00f4ng ch\u1ec9 l\u00e0 c\u00e2u chuy\u1ec7n c\u1ee7a n\u0103ng l\u01b0\u1ee3ng, m\u1ed7i ng\u00e0nh h\u00e0ng hi\u1ec7n nay \u0111\u1ec1u \u0111ang ph\u1ea3i t\u1ef1 t\u00ecm c\u00e1ch th\u00edch nghi tr\u01b0\u1edbc nh\u1eefng c\u00fa s\u1ed1c t\u1eeb th\u1ecb tr\u01b0\u1eddng ngo\u1ea1i h\u1ed1i v\u00e0 nh\u1eefng r\u1ee7i ro l\u00e3i \u1ea3o \u0111\u1ea7y c\u1ea1m b\u1eaby trong m\u00f4i tr\u01b0\u1eddng kinh t\u1ebf kh\u00f3 l\u01b0\u1eddng.<\/p>\n

B\u00e0i vi\u1ebft \u0111\u00e3 \u0111\u01b0\u1ee3c bi\u00ean t\u1eadp l\u1ea1i t\u1eeb ngu\u1ed3n: cafef.vn<\/em><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

T\u1ed3n kho x\u0103ng d\u1ea7u \u0111ang tr\u1edf th\u00e0nh m\u1ed9t trong nh\u1eefng bi\u1ebfn s\u1ed1 nh\u1ea1y c\u1ea3m nh\u1ea5t tr\u00ean b\u00e0n c\u1edd n\u0103ng l\u01b0\u1ee3ng qu\u1ed1c gia. Khi nh\u1eefng d\u01b0 ch\u1ea5n t\u1eeb chi\u1ebfn s\u1ef1 Trung \u0110\u00f4ng cu\u1ed1i th\u00e1ng 2 v\u1eeba qua l\u00e0m \u0111\u1ee9t g\u00e3y chu\u1ed7i cung \u1ee9ng to\u00e0n c\u1ea7u, Vi\u1ec7t Nam \u2013 v\u1edbi t\u01b0 c\u00e1ch l\u00e0 qu\u1ed1c gia ph\u1ee5 thu\u1ed9c […]<\/p>\n","protected":false},"author":1,"featured_media":13966,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[43],"tags":[],"class_list":["post-13968","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tong-quan-thi-truong"],"_links":{"self":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/13968","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/comments?post=13968"}],"version-history":[{"count":0,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/13968\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media\/13966"}],"wp:attachment":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media?parent=13968"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/categories?post=13968"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/tags?post=13968"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}