Ng\u00e0nh th\u00e9p d\u1eb9t c\u00e1n ph\u1eb3ng \u0111ang tr\u1ea3i qua giai \u0111o\u1ea1n chuy\u1ec3n \u0111\u1ed5i c\u00f4ng ngh\u1ec7 m\u1ea1nh m\u1ebd, t\u1eadp trung v\u00e0o ba h\u01b0\u1edbng ch\u00ednh: **s\u1ea3n xu\u1ea5t xanh (green steel), t\u1ef1 \u0111\u1ed9ng h\u00f3a (Industry 4.0) v\u00e0 ph\u00e1t tri\u1ec3n th\u00e9p ti\u00ean ti\u1ebfn (advanced high-strength steel – AHSS).**<\/p>\n
* **C\u00f4ng ngh\u1ec7 luy\u1ec7n kim xanh:** C\u00e1c nh\u00e0 m\u00e1y t\u1ea1i ch\u00e2u \u00c2u v\u00e0 Nh\u1eadt B\u1ea3n \u0111ang ti\u00ean phong \u00e1p d\u1ee5ng quy tr\u00ecnh DRI (Direct Reduced Iron) s\u1eed d\u1ee5ng hydro xanh thay cho than c\u1ed1c, gi\u1ea3m t\u1edbi 90% l\u01b0\u1ee3ng kh\u00ed th\u1ea3i CO2 trong kh\u00e2u s\u1ea3n xu\u1ea5t th\u00e9p cu\u1ed9n c\u00e1n n\u00f3ng (HRC). \u0110\u00e2y l\u00e0 y\u1ebfu t\u1ed1 then ch\u1ed1t \u0111\u1ec3 \u0111\u00e1p \u1ee9ng c\u00e1c ti\u00eau chu\u1ea9n thu\u1ebf carbon bi\u00ean gi\u1edbi (CBAM) c\u1ee7a EU.
\n* **T\u1ef1 \u0111\u1ed9ng h\u00f3a & AI trong c\u00e1n th\u00e9p:** C\u00e1c d\u00e2y chuy\u1ec1n c\u00e1n ngu\u1ed9i v\u00e0 m\u1ea1 k\u1ebdm hi\u1ec7n \u0111\u1ea1i t\u00edch h\u1ee3p h\u1ec7 th\u1ed1ng \u0111i\u1ec1u khi\u1ec3n th\u00f4ng minh (Smart Manufacturing) gi\u00fap t\u1ed1i \u01b0u h\u00f3a \u0111\u1ed9 d\u00e0y, \u0111\u1ed9 ph\u1eb3ng v\u00e0 gi\u1ea3m t\u1ef7 l\u1ec7 ph\u1ebf ph\u1ea9m. C\u1ea3m bi\u1ebfn IoT v\u00e0 ph\u00e2n t\u00edch d\u1eef li\u1ec7u l\u1edbn (Big Data Analytics) cho ph\u00e9p b\u1ea3o tr\u00ec d\u1ef1 \u0111o\u00e1n, gi\u1ea3m th\u1eddi gian ng\u1eebng m\u00e1y.
\n* **Ph\u00e1t tri\u1ec3n th\u00e9p AHSS & th\u00e9p \u0111i\u1ec7n (Electrical Steel):** Th\u00e9p d\u1eb9t c\u00e1n ph\u1eb3ng \u0111ang chuy\u1ec3n d\u1ecbch m\u1ea1nh sang c\u00e1c d\u00f2ng s\u1ea3n ph\u1ea9m c\u00f3 \u0111\u1ed9 b\u1ec1n cao (AHSS) ph\u1ee5c v\u1ee5 ng\u00e0nh \u00f4 t\u00f4 \u0111i\u1ec7n (EV) nh\u1eb1m gi\u1ea3m tr\u1ecdng l\u01b0\u1ee3ng th\u00e2n xe. \u0110\u1ed3ng th\u1eddi, th\u00e9p silicon \u0111\u1ecbnh h\u01b0\u1edbng (Grain-oriented electrical steel) cho m\u00e1y bi\u1ebfn \u00e1p v\u00e0 th\u00e9p kh\u00f4ng \u0111\u1ecbnh h\u01b0\u1edbng (Non-oriented) cho motor \u0111i\u1ec7n \u0111ang c\u00f3 nhu c\u1ea7u t\u0103ng \u0111\u1ed9t bi\u1ebfn.<\/p>\n
Nhu c\u1ea7u th\u00e9p d\u1eb9t c\u00e1n ph\u1eb3ng trong n\u0103m 2024-2025 ch\u1ecbu t\u00e1c \u0111\u1ed9ng t\u1eeb hai xu h\u01b0\u1edbng tr\u00e1i chi\u1ec1u: s\u1ef1 ph\u1ee5c h\u1ed3i c\u1ee7a x\u00e2y d\u1ef1ng d\u00e2n d\u1ee5ng v\u00e0 s\u1ef1 b\u00f9ng n\u1ed5 c\u1ee7a n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o.<\/p>\n
* **Ng\u00e0nh x\u00e2y d\u1ef1ng & c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng:** T\u1ea1i Vi\u1ec7t Nam, c\u00e1c d\u1ef1 \u00e1n cao t\u1ed1c B\u1eafc-Nam v\u00e0 khu c\u00f4ng nghi\u1ec7p m\u1edbi th\u00fac \u0111\u1ea9y ti\u00eau th\u1ee5 th\u00e9p cu\u1ed9n c\u00e1n n\u00f3ng (HRC) v\u00e0 th\u00e9p t\u1ea5m d\u00e0y. Tuy nhi\u00ean, th\u1ecb tr\u01b0\u1eddng b\u1ea5t \u0111\u1ed9ng s\u1ea3n nh\u00e0 \u1edf v\u1eabn tr\u1ea7m l\u1eafng, k\u00e9o gi\u1ea3m nhu c\u1ea7u th\u00e9p m\u1ea1 k\u1ebdm (GI) v\u00e0 th\u00e9p m\u00e0u (PPGI) d\u00f9ng cho m\u00e1i l\u1ee3p v\u00e0 k\u1ebft c\u1ea5u nh\u1eb9.
\n* **Ng\u00e0nh s\u1ea3n xu\u1ea5t & ch\u1ebf t\u1ea1o:** S\u1ef1 d\u1ecbch chuy\u1ec3n chu\u1ed7i cung \u1ee9ng (China +1) \u0111\u01b0a nhi\u1ec1u nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t \u0111\u1ed3 gia d\u1ee5ng, linh ki\u1ec7n \u00f4 t\u00f4 v\u00e0 \u0111i\u1ec7n t\u1eed v\u00e0o Vi\u1ec7t Nam. \u0110i\u1ec1u n\u00e0y t\u1ea1o ra nhu c\u1ea7u \u1ed5n \u0111\u1ecbnh cho th\u00e9p c\u00e1n ngu\u1ed9i (CRC) v\u00e0 th\u00e9p m\u1ea1 k\u1ebdm nh\u00fang n\u00f3ng (HDG) ch\u1ea5t l\u01b0\u1ee3ng cao.
\n* **Ng\u00e0nh n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o:** \u0110\u00e2y l\u00e0 \u0111i\u1ec3m s\u00e1ng t\u0103ng tr\u01b0\u1edfng m\u1ea1nh nh\u1ea5t. Nhu c\u1ea7u th\u00e9p t\u1ea5m d\u00e0y (plate) cho k\u1ebft c\u1ea5u tr\u1ee5 \u0111i\u1ec7n gi\u00f3 ngo\u00e0i kh\u01a1i v\u00e0 th\u00e9p c\u00e1n ngu\u1ed9i cho khung pin n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi \u0111ang t\u0103ng tr\u01b0\u1edfng k\u00e9p (CAGR) tr\u00ean 15% t\u1ea1i \u0110\u00f4ng Nam \u00c1.<\/p>\n
Th\u1ecb tr\u01b0\u1eddng th\u00e9p d\u1eb9t to\u00e0n c\u1ea7u \u0111ang \u0111\u1ed1i m\u1eb7t v\u1edbi c\u0103ng th\u1eb3ng th\u01b0\u01a1ng m\u1ea1i gia t\u0103ng v\u00e0 s\u1ef1 t\u00e1i c\u1ea5u tr\u00fac chu\u1ed7i cung \u1ee9ng.<\/p>\n
* **C\u0103ng th\u1eb3ng th\u01b0\u01a1ng m\u1ea1i & bi\u1ec7n ph\u00e1p ph\u00f2ng v\u1ec7:** C\u00e1c v\u1ee5 ki\u1ec7n ch\u1ed1ng b\u00e1n ph\u00e1 gi\u00e1 th\u00e9p c\u00e1n n\u00f3ng (HRC) t\u1eeb Trung Qu\u1ed1c v\u00e0 \u1ea4n \u0110\u1ed9 v\u00e0o th\u1ecb tr\u01b0\u1eddng M\u1ef9, EU, v\u00e0 \u0110\u00f4ng Nam \u00c1 (bao g\u1ed3m Vi\u1ec7t Nam) ng\u00e0y c\u00e0ng kh\u1ed1c li\u1ec7t. Vi\u1ec7t Nam \u0111\u00e3 \u00e1p thu\u1ebf ch\u1ed1ng b\u00e1n ph\u00e1 gi\u00e1 t\u1ea1m th\u1eddi \u0111\u1ed1i v\u1edbi HRC t\u1eeb Trung Qu\u1ed1c (th\u00e1ng 7\/2024), nh\u1eb1m b\u1ea3o v\u1ec7 ng\u00e0nh th\u00e9p n\u1ed9i \u0111\u1ecba.
\n* **D\u01b0 th\u1eeba c\u00f4ng su\u1ea5t t\u1eeb Trung Qu\u1ed1c:** S\u1ea3n l\u01b0\u1ee3ng th\u00e9p th\u00f4 c\u1ee7a Trung Qu\u1ed1c duy tr\u00ec \u1edf m\u1ee9c cao (tr\u00ean 1 t\u1ef7 t\u1ea5n\/n\u0103m), trong khi nhu c\u1ea7u n\u1ed9i \u0111\u1ecba suy y\u1ebfu do kh\u1ee7ng ho\u1ea3ng b\u1ea5t \u0111\u1ed9ng s\u1ea3n. L\u01b0\u1ee3ng th\u00e9p d\u01b0 th\u1eeba n\u00e0y \u0111ang \u0111\u01b0\u1ee3c xu\u1ea5t kh\u1ea9u \u1ed3 \u1ea1t sang ch\u00e2u \u00c1, ch\u00e2u Phi v\u00e0 M\u1ef9 Latinh v\u1edbi gi\u00e1 c\u1ea1nh tranh, g\u00e2y \u00e1p l\u1ef1c gi\u1ea3m gi\u00e1 to\u00e0n c\u1ea7u.
\n* **Xu h\u01b0\u1edbng khu v\u1ef1c h\u00f3a:** C\u00e1c hi\u1ec7p \u0111\u1ecbnh th\u01b0\u01a1ng m\u1ea1i t\u1ef1 do (FTA) nh\u01b0 EVFTA, CPTPP \u0111ang th\u00fac \u0111\u1ea9y d\u00f2ng ch\u1ea3y th\u00e9p d\u1eb9t gi\u1eefa Vi\u1ec7t Nam v\u00e0 c\u00e1c n\u01b0\u1edbc th\u00e0nh vi\u00ean. C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t th\u00e9p Vi\u1ec7t Nam (Hoa Sen, H\u00f2a Ph\u00e1t, Nam Kim) \u0111ang t\u0103ng c\u01b0\u1eddng xu\u1ea5t kh\u1ea9u th\u00e9p m\u1ea1 k\u1ebdm v\u00e0 th\u00e9p m\u00e0u sang ch\u00e2u \u00c2u, t\u1eadn d\u1ee5ng \u01b0u \u0111\u00e3i thu\u1ebf quan, b\u1ea5t ch\u1ea5p chi ph\u00ed logistics t\u0103ng cao.<\/p>\n
* **Ng\u1eafn h\u1ea1n (2024-2025):** Gi\u00e1 th\u00e9p d\u1eb9t s\u1ebd bi\u1ebfn \u0111\u1ed9ng theo gi\u00e1 qu\u1eb7ng s\u1eaft v\u00e0 than c\u1ed1c. R\u1ee7i ro t\u1eeb d\u01b0 th\u1eeba cung Trung Qu\u1ed1c v\u1eabn hi\u1ec7n h\u1eefu. C\u00e1c doanh nghi\u1ec7p c\u1ea7n \u0111\u1ea9y m\u1ea1nh \u0111a d\u1ea1ng h\u00f3a th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u v\u00e0 t\u1ed1i \u01b0u h\u00f3a chi ph\u00ed s\u1ea3n xu\u1ea5t.
\n* **D\u00e0i h\u1ea1n (2026-2030):** \u0110\u1ea7u t\u01b0 v\u00e0o c\u00f4ng ngh\u1ec7 s\u1ea3n xu\u1ea5t xanh l\u00e0 l\u1ee3i th\u1ebf c\u1ea1nh tranh s\u1ed1ng c\u00f2n. C\u00e1c nh\u00e0 m\u00e1y th\u00e9p Vi\u1ec7t Nam c\u1ea7n chuy\u1ec3n \u0111\u1ed5i sang l\u00f2 \u0111i\u1ec7n h\u1ed3 quang (EAF) k\u1ebft h\u1ee3p v\u1edbi DRI \u0111\u1ec3 \u0111\u00e1p \u1ee9ng ti\u00eau chu\u1ea9n carbon. Ph\u00e1t tri\u1ec3n c\u00e1c s\u1ea3n ph\u1ea9m th\u00e9p AHSS v\u00e0 th\u00e9p \u0111i\u1ec7n cho ng\u00e0nh EV s\u1ebd m\u1edf ra c\u01a1 h\u1ed9i t\u0103ng tr\u01b0\u1edfng m\u1edbi.<\/p>\n
Th\u1ecb tr\u01b0\u1eddng th\u00e9p d\u1eb9t c\u00e1n ph\u1eb3ng \u0111ang \u1edf ng\u00e3 ba \u0111\u01b0\u1eddng gi\u1eefa \u00e1p l\u1ef1c d\u01b0 cung v\u00e0 c\u01a1 h\u1ed9i t\u1eeb chuy\u1ec3n \u0111\u1ed5i xanh. C\u00e1c doanh nghi\u1ec7p th\u00e0nh c\u00f4ng s\u1ebd l\u00e0 nh\u1eefng \u0111\u01a1n v\u1ecb k\u1ebft h\u1ee3p linh ho\u1ea1t gi\u1eefa chi\u1ebfn l\u01b0\u1ee3c th\u01b0\u01a1ng m\u1ea1i th\u00f4ng minh, \u0111\u1ea7u t\u01b0 c\u00f4ng ngh\u1ec7 v\u00e0 n\u1eafm b\u1eaft xu h\u01b0\u1edbng nhu c\u1ea7u m\u1edbi n\u1ed5i t\u1eeb n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o v\u00e0 xe \u0111i\u1ec7n.h2{color:#23416b!important; border-bottom:2px solid #eee!important; padding-bottom:5px!important; margin-top:25px!important;} p{margin-bottom:1.5em!important; line-height:1.7!important;}<\/p>\n","protected":false},"excerpt":{"rendered":"
B\u00e1o C\u00e1o Th\u1ecb Tr\u01b0\u1eddng Chuy\u00ean S\u00e2u: S\u1ea3n Ph\u1ea9m Th\u00e9p D\u1eb9t C\u00e1n Ph\u1eb3ng (Flat-rolled Iron and Steel Products)<\/p>\n
1. T\u1ed5ng Quan & C\u00f4ng Ngh\u1ec7 \u0110\u1ed5i M\u1edbi Trong Ng\u00e0nh Th\u00e9p D\u1eb9t<\/p>\n
Ng\u00e0nh th\u00e9p d\u1eb9t c\u00e1n ph\u1eb3ng \u0111ang tr\u1ea3i qua giai \u0111o\u1ea1n chuy\u1ec3n \u0111\u1ed5i c\u00f4ng ngh\u1ec7 m\u1ea1nh m\u1ebd, t\u1eadp trung v\u00e0o ba h\u01b0\u1edbng ch\u00ednh: **s\u1ea3n xu\u1ea5t xanh (green steel), t\u1ef1 \u0111\u1ed9ng<\/p>\n","protected":false},"author":170,"featured_media":0,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","footnotes":""},"categories":[1484],"tags":[1487,4249,7038,909,7039],"class_list":["post-3554","post","type-post","status-publish","format-standard","hentry","category-flat-rolled-iron","tag-thep-can-phang","tag-cong-nghe-luyen-kim","tag-thi-truong-thep","tag-thuong-mai-toan-cau","tag-xuat-nhap-khau"],"_links":{"self":[{"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/posts\/3554","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/users\/170"}],"replies":[{"embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3554"}],"version-history":[{"count":0,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/posts\/3554\/revisions"}],"wp:attachment":[{"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3554"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3554"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3554"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}