{"id":20851,"date":"2026-03-04T10:14:02","date_gmt":"2026-03-04T03:14:02","guid":{"rendered":"https:\/\/masanhightechmaterials.com\/?p=20851"},"modified":"2026-03-29T22:56:29","modified_gmt":"2026-03-29T15:56:29","slug":"lan-song-tich-tru-khoang-san-chien-luoc-toan-cau-loi-the-cho-viet-nam","status":"publish","type":"post","link":"https:\/\/masanhightechmaterials.com\/vi\/lan-song-tich-tru-khoang-san-chien-luoc-toan-cau-loi-the-cho-viet-nam\/","title":{"rendered":"L\u00e0n s\u00f3ng t\u00edch tr\u1eef kho\u00e1ng s\u1ea3n chi\u1ebfn l\u01b0\u1ee3c to\u00e0n c\u1ea7u: L\u1ee3i th\u1ebf cho Vi\u1ec7t Nam"},"content":{"rendered":"\n

H\u1ec7 th\u1ed1ng d\u1ef1 tr\u1eef t\u00e0i nguy\u00ean chi\u1ebfn l\u01b0\u1ee3c to\u00e0n c\u1ea7u \u0111ang tr\u1ea3i qua qu\u00e1 tr\u00ecnh t\u00e1i c\u1ea5u tr\u00fac nhanh ch\u00f3ng, v\u00e0 m\u1ed9t cu\u1ed9c \u0111ua gi\u00e0nh an ninh t\u00e0i nguy\u00ean t\u1eadp trung v\u00e0o c\u00e1c kho\u00e1ng s\u1ea3n chi\u1ebfn l\u01b0\u1ee3c \u0111\u00e3 \u00e2m th\u1ea7m b\u1eaft \u0111\u1ea7u. Xu h\u01b0\u1edbng n\u00e0y \u0111ang l\u00e0m d\u1ecbch chuy\u1ec3n c\u00e1n c\u00e2n cung – c\u1ea7u, \u0111\u1ed3ng th\u1eddi m\u1edf ra c\u01a1 h\u1ed9i chi\u1ebfn l\u01b0\u1ee3c cho nh\u1eefng qu\u1ed1c gia c\u00f3 n\u0103ng l\u1ef1c cung \u1ee9ng \u1ed5n \u0111\u1ecbnh, minh b\u1ea1ch v\u00e0 \u0111\u00e1p \u1ee9ng chu\u1ea9n m\u1ef1c qu\u1ed1c t\u1ebf, trong \u0111\u00f3 c\u00f3 Vi\u1ec7t Nam.<\/em><\/p>\n\n\n\n

Kho\u00e1ng s\u1ea3n chi\u1ebfn l\u01b0\u1ee3c tr\u1edf th\u00e0nh \u201ct\u00e0i s\u1ea3n an ninh qu\u1ed1c gia\u201d<\/strong><\/p>\n\n\n\n

Theo CNBC, m\u1ed9t cu\u1ed9c ch\u1ea1y \u0111ua \u0111\u1ec3 gi\u00e0nh quy\u1ec1n ti\u1ebfp c\u1eadn c\u00e1c kho\u00e1ng s\u1ea3n thi\u1ebft y\u1ebfu \u0111ang di\u1ec5n ra tr\u00ean quy m\u00f4 to\u00e0n c\u1ea7u. T\u1eeb \u0111\u1ec1 xu\u1ea5t x\u00e2y d\u1ef1ng kho d\u1ef1 tr\u1eef Project Vault tr\u1ecb gi\u00e1 12 t\u1ef7 USD do Washington kh\u1edfi x\u01b0\u1edbng, \u0111\u1ebfn vi\u1ec7c m\u1edf r\u1ed9ng kho d\u1ef1 tr\u1eef t\u1ea1i ch\u00e2u \u00c1 v\u00e0 Li\u00ean minh ch\u00e2u \u00c2u (EU), c\u00e1c ch\u00ednh ph\u1ee7 \u0111ang \u0111\u1ea9y m\u1ea1nh thi\u1ebft l\u1eadp c\u01a1 ch\u1ebf b\u1ea3o \u0111\u1ea3m ngu\u1ed3n cung d\u00e0i h\u1ea1n cho c\u00e1c kim lo\u1ea1i then ch\u1ed1t nh\u01b0 lithium, niken, \u0111\u1ea5t hi\u1ebfm v\u00e0 vonfram.<\/p>\n\n\n

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B\u1ea3n ch\u1ea5t c\u1ee7a xu h\u01b0\u1edbng n\u00e0y ph\u1ea3n \u00e1nh m\u1ed9t thay \u0111\u1ed5i trong t\u01b0 duy ch\u00ednh s\u00e1ch. N\u1ebfu tr\u01b0\u1edbc \u0111\u00e2y kho\u00e1ng s\u1ea3n ch\u1ec9 \u0111\u01b0\u1ee3c nh\u00ecn nh\u1eadn nh\u01b0 h\u00e0ng h\u00f3a \u0111\u1ea7u v\u00e0o c\u1ee7a c\u00e1c ng\u00e0nh s\u1ea3n xu\u1ea5t, th\u00ec nay ch\u00fang \u0111\u01b0\u1ee3c coi l\u00e0 \u201ct\u00e0i s\u1ea3n an ninh qu\u1ed1c gia\u201d. Trong b\u1ed1i c\u1ea3nh chuy\u1ec3n \u0111\u1ed5i n\u0103ng l\u01b0\u1ee3ng v\u00e0 s\u1ed1 h\u00f3a di\u1ec5n ra m\u1ea1nh m\u1ebd, c\u00e1c kim lo\u1ea1i ph\u1ee5c v\u1ee5 s\u1ea3n xu\u1ea5t pin, chip b\u00e1n d\u1eabn hay thi\u1ebft b\u1ecb qu\u1ed1c ph\u00f2ng tr\u1edf th\u00e0nh n\u1ec1n t\u1ea3ng c\u1ee7a n\u0103ng l\u1ef1c c\u1ea1nh tranh d\u00e0i h\u1ea1n.<\/p>\n\n\n\n

Vi\u1ec7c t\u00edch tr\u1eef nh\u1eb1m ph\u00f2ng ng\u1eeba gi\u00e1n \u0111o\u1ea1n ngu\u1ed3n cung, \u0111\u1ed3ng th\u1eddi \u0111\u00f3ng vai tr\u00f2 nh\u01b0 m\u1ed9t c\u00f4ng c\u1ee5 \u0111i\u1ec1u ti\u1ebft th\u1ecb tr\u01b0\u1eddng v\u00e0 t\u1ea1o l\u1ee3i th\u1ebf \u0111\u1ecba ch\u00ednh tr\u1ecb. Khi m\u1ed9t qu\u1ed1c gia ki\u1ec3m so\u00e1t ph\u1ea7n l\u1edbn s\u1ea3n l\u01b0\u1ee3ng ho\u1eb7c kh\u00e2u ch\u1ebf bi\u1ebfn s\u00e2u m\u1ed9t s\u1ed1 kho\u00e1ng s\u1ea3n, r\u1ee7i ro \u201cv\u0169 kh\u00ed h\u00f3a\u201d th\u01b0\u01a1ng m\u1ea1i tr\u1edf n\u00ean hi\u1ec7n h\u1eefu.<\/p>\n\n\n\n

T\u00e1i c\u1ea5u tr\u00fac chu\u1ed7i cung \u1ee9ng v\u00e0 l\u00e0n s\u00f3ng t\u00edch tr\u1eef kho\u00e1ng s\u1ea3n<\/strong><\/p>\n\n\n\n

L\u00e0n s\u00f3ng t\u00edch tr\u1eef di\u1ec5n ra song song v\u1edbi qu\u00e1 tr\u00ecnh t\u00e1i c\u1ea5u tr\u00fac chu\u1ed7i cung \u1ee9ng theo h\u01b0\u1edbng \u201cth\u00e2n h\u1eefu h\u00f3a\u201d (friend-shoring) v\u00e0 khu v\u1ef1c h\u00f3a. C\u00e1c t\u1eadp \u0111o\u00e0n c\u00f4ng nghi\u1ec7p l\u1edbn ng\u00e0y c\u00e0ng \u01b0u ti\u00ean ngu\u1ed3n cung t\u1eeb nh\u1eefng qu\u1ed1c gia c\u00f3 m\u00f4i tr\u01b0\u1eddng ch\u00ednh tr\u1ecb \u1ed5n \u0111\u1ecbnh, cam k\u1ebft minh b\u1ea1ch v\u00e0 tu\u00e2n th\u1ee7 ti\u00eau chu\u1ea9n m\u00f4i tr\u01b0\u1eddng – x\u00e3 h\u1ed9i – qu\u1ea3n tr\u1ecb (ESG).<\/p>\n\n\n\n

\u0110i\u1ec1u n\u00e0y \u0111\u1ed3ng ngh\u0129a, l\u1ee3i th\u1ebf kh\u00f4ng ch\u1ec9 thu\u1ed9c v\u1ec1 qu\u1ed1c gia ch\u1ec9 s\u1edf h\u1eefu tr\u1eef l\u01b0\u1ee3ng l\u1edbn, m\u00e0 c\u00f2n thu\u1ed9c v\u1ec1 b\u00ean c\u00f3 th\u1ec3 b\u1ea3o \u0111\u1ea3m t\u00ednh li\u00ean t\u1ee5c, truy xu\u1ea5t ngu\u1ed3n g\u1ed1c v\u00e0 ti\u00eau chu\u1ea9n khai th\u00e1c b\u1ec1n v\u1eefng. Gi\u00e1 c\u1ea3 v\u1eabn gi\u1eef vai tr\u00f2 quan tr\u1ecdng, song \u0111\u1ed9 tin c\u1eady v\u00e0 tu\u00e2n th\u1ee7 chu\u1ea9n m\u1ef1c qu\u1ed1c t\u1ebf \u0111ang tr\u1edf th\u00e0nh ti\u00eau ch\u00ed quy\u1ebft \u0111\u1ecbnh trong c\u00e1c h\u1ee3p \u0111\u1ed3ng d\u00e0i h\u1ea1n.<\/p>\n\n\n

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H\u1ec7 qu\u1ea3 l\u00e0 c\u1ea5u tr\u00fac cung – c\u1ea7u to\u00e0n c\u1ea7u \u0111ang \u0111\u01b0\u1ee3c \u0111\u1ecbnh h\u00ecnh l\u1ea1i. C\u00e1c trung t\u00e2m ch\u1ebf bi\u1ebfn s\u00e2u ph\u1ee5 thu\u1ed9c nguy\u00ean li\u1ec7u nh\u1eadp kh\u1ea9u bu\u1ed9c ph\u1ea3i \u0111a d\u1ea1ng h\u00f3a \u0111\u1ed1i t\u00e1c. Ng\u01b0\u1ee3c l\u1ea1i, nh\u1eefng qu\u1ed1c gia s\u1edf h\u1eefu t\u00e0i nguy\u00ean nh\u01b0ng ch\u1eadm n\u00e2ng c\u1ea5p c\u00f4ng ngh\u1ec7 v\u00e0 qu\u1ea3n tr\u1ecb c\u00f3 nguy c\u01a1 b\u1ecb m\u1eafc k\u1eb9t \u1edf kh\u00e2u cung \u1ee9ng th\u00f4, ch\u1ecbu bi\u00ean l\u1ee3i nhu\u1eadn th\u1ea5p v\u00e0 bi\u1ebfn \u0111\u1ed9ng gi\u00e1 cao.<\/p>\n\n\n\n

C\u01a1 h\u1ed9i t\u1eeb s\u1ef1 d\u1ecbch chuy\u1ec3n chu\u1ed7i gi\u00e1 tr\u1ecb to\u00e0n c\u1ea7u<\/strong><\/p>\n\n\n\n

Vi\u1ec7t Nam \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 l\u00e0 m\u1ed9t \u0111i\u1ec3m \u0111\u1ebfn ti\u1ec1m n\u0103ng trong l\u00e0n s\u00f3ng d\u1ecbch chuy\u1ec3n. M\u1ea1ng l\u01b0\u1edbi \u0111\u1ed1i t\u00e1c chi\u1ebfn l\u01b0\u1ee3c r\u1ed9ng, nhi\u1ec1u hi\u1ec7p \u0111\u1ecbnh th\u01b0\u01a1ng m\u1ea1i t\u1ef1 do th\u1ebf h\u1ec7 m\u1edbi v\u00e0 m\u00f4i tr\u01b0\u1eddng ch\u00ednh tr\u1ecb \u1ed5n \u0111\u1ecbnh gi\u00fap qu\u1ed1c gia n\u00e0y c\u00f3 \u0111i\u1ec1u ki\u1ec7n tham gia s\u00e2u h\u01a1n v\u00e0o m\u1ea1ng l\u01b0\u1edbi cung \u1ee9ng t\u00e1i c\u1ea5u tr\u00fac.<\/p>\n\n\n\n

T\u1ea1i Th\u00e1i Nguy\u00ean, m\u1ecf vonfram \u0111a kim N\u00fai Ph\u00e1o (thu\u1ed9c C\u00f4ng ty Masan High-Tech Materials, UPCoM: MSR<\/a>), \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 l\u00e0 m\u1ecf c\u00f3 tr\u1eef l\u01b0\u1ee3ng vonfram l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi ngo\u00e0i Trung Qu\u1ed1c, \u0111\u1ed3ng th\u1eddi \u0111\u1ee9ng th\u1ee9 5 to\u00e0n c\u1ea7u v\u1ec1 s\u1ea3n l\u01b0\u1ee3ng florit (theo s\u1ed1 li\u1ec7u c\u1ee7a C\u01a1 quan Kh\u1ea3o s\u00e1t \u0110\u1ecba ch\u1ea5t Hoa K\u1ef3). Ngo\u00e0i ra, m\u1ecf c\u00f2n c\u00f3 c\u00e1c kho\u00e1ng s\u1ea3n \u0111i k\u00e8m nh\u01b0 bismut v\u00e0 \u0111\u1ed3ng. \u0110\u00e1ng ch\u00fa \u00fd, 4 s\u1ea3n ph\u1ea9m ch\u1ee7 l\u1ef1c c\u1ee7a Masan High-Tech Materials thu\u1ed9c nh\u00f3m kho\u00e1ng s\u1ea3n chi\u1ebfn l\u01b0\u1ee3c, gi\u1eef vai tr\u00f2 thi\u1ebft y\u1ebfu trong c\u00e1c ng\u00e0nh c\u00f4ng nghi\u1ec7p m\u0169i nh\u1ecdn nh\u01b0 \u0111i\u1ec7n t\u1eed, h\u00e0ng kh\u00f4ng v\u0169 tr\u1ee5, c\u00f4ng nghi\u1ec7p qu\u1ed1c ph\u00f2ng, c\u00e1c ng\u00e0nh n\u0103ng l\u01b0\u1ee3ng s\u1ea1ch v\u00e0 h\u1ea1 t\u1ea7ng c\u00f4ng ngh\u1ec7 AI ti\u00ean ti\u1ebfn.<\/p>\n\n\n

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MSR tri\u1ec3n khai m\u00f4 h\u00ecnh t\u00edch h\u1ee3p t\u1eeb khai th\u00e1c \u0111\u1ebfn ch\u1ebf bi\u1ebfn, \u0111\u1ed3ng th\u1eddi \u0111\u1ea7u t\u01b0 m\u1ea1nh cho c\u00f4ng ngh\u1ec7 ch\u1ebf bi\u1ebfn s\u00e2u, nghi\u00ean c\u1ee9u – ph\u00e1t tri\u1ec3n v\u00e0 s\u1ea3n xu\u1ea5t c\u00e1c s\u1ea3n ph\u1ea9m c\u00f4ng ngh\u1ec7 cao, gia t\u0103ng gi\u00e1 tr\u1ecb chu\u1ed7i cung \u1ee9ng to\u00e0n c\u1ea7u. MSR hi\u1ec7n cung \u1ee9ng kho\u1ea3ng 24,39% s\u1ea3n l\u01b0\u1ee3ng cho c\u00e1c th\u1ecb tr\u01b0\u1eddng l\u1edbn nh\u01b0 M\u1ef9, Canada, Nh\u1eadt B\u1ea3n. V\u1eadn h\u00e0nh theo chu\u1ea9n m\u1ef1c qu\u1ed1c t\u1ebf v\u00e0 ph\u00e1t tri\u1ec3n b\u1ec1n v\u1eefng g\u1eafn v\u1edbi c\u00e1c ti\u00eau ch\u00ed ESG, doanh nghi\u1ec7p \u0111\u00e3 thi\u1ebft l\u1eadp v\u1ecb tr\u00ed \u1ed5n \u0111\u1ecbnh trong chu\u1ed7i cung \u1ee9ng v\u1eadt li\u1ec7u c\u00f4ng ngh\u1ec7 cao, \u0111\u00e1p \u1ee9ng c\u00e1c ti\u00eau chu\u1ea9n k\u1ef9 thu\u1eadt v\u00e0 y\u00eau c\u1ea7u tu\u00e2n th\u1ee7 ng\u00e0y c\u00e0ng kh\u1eaft khe t\u1eeb c\u00e1c n\u1ec1n kinh t\u1ebf ph\u00e1t tri\u1ec3n.<\/p>\n\n\n

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\u0110\u00e1ng ch\u00fa \u00fd, d\u1ef1 \u00e1n khai th\u00e1c quy m\u00f4 28 tri\u1ec7u t\u1ea5n mang t\u00ednh chi\u1ebfn l\u01b0\u1ee3c, d\u1ef1 ki\u1ebfn \u0111\u01b0\u1ee3c ph\u00ea duy\u1ec7t trong n\u0103m 2026, s\u1ebd m\u1edf r\u1ed9ng d\u01b0 \u0111\u1ecba t\u00e0i nguy\u00ean, k\u00e9o d\u00e0i v\u00f2ng \u0111\u1eddi m\u1ecf v\u00e0 n\u00e2ng cao n\u0103ng l\u1ef1c cung \u1ee9ng c\u1ea1nh tranh. Nh\u1eefng \u0111\u1ed9ng th\u00e1i t\u00edch c\u1ef1c n\u00e0y gi\u00fap Vi\u1ec7t Nam tr\u1edf th\u00e0nh trung t\u00e2m cung \u1ee9ng kho\u00e1ng s\u1ea3n quan tr\u1ecdng h\u00e0ng \u0111\u1ea7u \u0111\u01b0\u1ee3c c\u00e1c \u0111\u1ed1i t\u00e1c ch\u1ee7 \u0111\u1ed9ng t\u00ecm ki\u1ebfm. Masan High-Tech Materials \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng tr\u1edf th\u00e0nh m\u1eaft x\u00edch chi\u1ebfn l\u01b0\u1ee3c, g\u00f3p ph\u1ea7n \u0111\u1ecbnh h\u00ecnh vai tr\u00f2 c\u1ee7a Vi\u1ec7t Nam trong c\u1ea5u tr\u00fac cung – c\u1ea7u kho\u00e1ng s\u1ea3n to\u00e0n c\u1ea7u \u0111ang t\u00e1i \u0111\u1ecbnh h\u00ecnh.<\/p>\n\n\n\n

Ngu\u1ed3n: Vietstock<\/a><\/em><\/p>\n\n\n\n

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H\u1ec7 th\u1ed1ng d\u1ef1 tr\u1eef t\u00e0i nguy\u00ean chi\u1ebfn l\u01b0\u1ee3c to\u00e0n c\u1ea7u \u0111ang tr\u1ea3i qua qu\u00e1 tr\u00ecnh t\u00e1i c\u1ea5u tr\u00fac nhanh ch\u00f3ng, v\u00e0 m\u1ed9t cu\u1ed9c \u0111ua gi\u00e0nh an ninh t\u00e0i nguy\u00ean t\u1eadp trung v\u00e0o c\u00e1c kho\u00e1ng s\u1ea3n chi\u1ebfn l\u01b0\u1ee3c \u0111\u00e3 \u00e2m th\u1ea7m b\u1eaft \u0111\u1ea7u. Xu h\u01b0\u1edbng n\u00e0y \u0111ang l\u00e0m d\u1ecbch chuy\u1ec3n c\u00e1n c\u00e2n cung – c\u1ea7u, \u0111\u1ed3ng […]<\/p>\n","protected":false},"author":37,"featured_media":20693,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[],"tags":[1057,1094,1118,1195,1208,373,1224,1225,883,904,933,1017,154],"class_list":["post-20851","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","tag-masan-high-tech-2","tag-khoang-san-viet-nam","tag-khoang-san-chien-luoc","tag-co-phieu-msr","tag-khoang-san-toan-cau","tag-vonfram-2","tag-project-vault-2","tag-tich-tru-khoang-san-2","tag-nui-phao-4","tag-msr","tag-masan-2","tag-khoang-san","tag-khai-khoang-thai-nguyen"],"acf":[],"jetpack_featured_media_url":"https:\/\/masanhightechmaterials.com\/wp-content\/uploads\/2026\/02\/dautu.kinhtechungkhoan.vn-stores-news_dataimages-2025-032025-05-22-in_social-_tungsten20250305224729.jpg","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/20851","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/users\/37"}],"replies":[{"embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/comments?post=20851"}],"version-history":[{"count":6,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/20851\/revisions"}],"predecessor-version":[{"id":20859,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/20851\/revisions\/20859"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/media\/20693"}],"wp:attachment":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/media?parent=20851"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/categories?post=20851"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/tags?post=20851"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}