{"id":22735,"date":"2026-07-02T09:27:49","date_gmt":"2026-07-02T02:27:49","guid":{"rendered":"https:\/\/masanhightechmaterials.com\/?p=22735"},"modified":"2026-07-03T15:13:37","modified_gmt":"2026-07-03T08:13:37","slug":"thi-truong-vonfram-dang-phan-manh-khi-thi-truong-apt-noi-dia-trung-quoc-tach-biet-voi-thi-truong-xuat-khau","status":"publish","type":"post","link":"https:\/\/masanhightechmaterials.com\/vi\/thi-truong-vonfram-dang-phan-manh-khi-thi-truong-apt-noi-dia-trung-quoc-tach-biet-voi-thi-truong-xuat-khau\/","title":{"rendered":"Th\u1ecb tr\u01b0\u1eddng vonfram \u0111ang ph\u00e2n m\u1ea3nh khi th\u1ecb tr\u01b0\u1eddng APT n\u1ed9i \u0111\u1ecba Trung Qu\u1ed1c t\u00e1ch bi\u1ec7t v\u1edbi th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u"},"content":{"rendered":"\n

Theo th\u00f4ng tin m\u00e0 Fastmarkets thu th\u1eadp \u0111\u01b0\u1ee3c trong tu\u1ea7n t\u00ednh \u0111\u1ebfn th\u1ee9 T\u01b0 ng\u00e0y 24 th\u00e1ng 6, th\u1ecb tr\u01b0\u1eddng vonfram \u0111ang ch\u1ee9ng ki\u1ebfn nh\u1eefng bi\u1ebfn \u0111\u1ed9ng \u0111\u00e1ng ch\u00fa \u00fd. Trong b\u1ed1i c\u1ea3nh ho\u1ea1t \u0111\u1ed9ng giao d\u1ecbch ng\u00e0y c\u00e0ng ph\u00e2n m\u1ea3nh, xu h\u01b0\u1edbng phi to\u00e0n c\u1ea7u h\u00f3a gia t\u0103ng, c\u00f9ng nh\u1eefng c\u0103ng th\u1eb3ng th\u01b0\u01a1ng m\u1ea1i gi\u1eefa M\u1ef9 v\u00e0 Trung Qu\u1ed1c, m\u1ed1i t\u01b0\u01a1ng quan gi\u1eefa gi\u00e1 vonfram t\u1ea1i Trung Qu\u1ed1c v\u00e0 c\u00e1c th\u1ecb tr\u01b0\u1eddng ngo\u00e0i Trung Qu\u1ed1c c\u0169ng \u0111ang d\u1ea7n thay \u0111\u1ed5i.<\/em><\/p>\n\n\n\n

Gi\u00e1 APT n\u1ed9i \u0111\u1ecba v\u00e0 gi\u00e1 xu\u1ea5t kh\u1ea9u b\u1eaft \u0111\u1ea7u ph\u00e2n h\u00f3a<\/strong><\/p>\n\n\n\n

X\u00e9t tr\u00ean th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u, gi\u00e1 APT t\u1eeb Trung Qu\u1ed1c v\u00e0 gi\u00e1 APT giao \u0111\u1ebfn Rotterdam\/Baltimore v\u1eabn bi\u1ebfn \u0111\u1ed9ng t\u01b0\u01a1ng \u0111\u1ed1i \u0111\u1ed3ng pha, cho th\u1ea5y m\u1ed1i li\u00ean h\u1ec7 gi\u1eefa hai m\u1ee9c gi\u00e1 n\u00e0y v\u1eabn c\u00f2n kh\u00e1 ch\u1eb7t ch\u1ebd.<\/p>\n\n\n

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Tuy nhi\u00ean, theo nhi\u1ec1u ngu\u1ed3n tin tr\u00ean th\u1ecb tr\u01b0\u1eddng to\u00e0n c\u1ea7u, trong nh\u1eefng tu\u1ea7n g\u1ea7n \u0111\u00e2y, gi\u00e1 APT n\u1ed9i \u0111\u1ecba Trung Qu\u1ed1c \u0111\u00e3 b\u1eaft \u0111\u1ea7u t\u00e1ch kh\u1ecfi di\u1ec5n bi\u1ebfn gi\u00e1 xu\u1ea5t kh\u1ea9u.<\/p>\n\n\n\n

Tr\u01b0\u1edbc khi Trung Qu\u1ed1c \u00e1p d\u1ee5ng c\u00e1c bi\u1ec7n ph\u00e1p ki\u1ec3m so\u00e1t xu\u1ea5t kh\u1ea9u \u0111\u1ed1i v\u1edbi nhi\u1ec1u d\u1ea1ng s\u1ea3n ph\u1ea9m vonfram, bao g\u1ed3m APT, bi\u1ebfn \u0111\u1ed9ng gi\u00e1 tr\u00ean th\u1ecb tr\u01b0\u1eddng n\u1ed9i \u0111\u1ecba s\u1edbm hay mu\u1ed9n c\u0169ng \u0111\u01b0\u1ee3c ph\u1ea3n \u00e1nh ra th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf.<\/p>\n\n\n\n

Ngay c\u1ea3 sau khi c\u00e1c bi\u1ec7n ph\u00e1p ki\u1ec3m so\u00e1t xu\u1ea5t kh\u1ea9u c\u00f3 hi\u1ec7u l\u1ef1c, gi\u00e1 APT n\u1ed9i \u0111\u1ecba Trung Qu\u1ed1c v\u00e0 gi\u00e1 xu\u1ea5t kh\u1ea9u v\u1eabn c\u00f9ng \u0111\u01b0\u1ee3c h\u1ed7 tr\u1ee3 b\u1edfi chi ph\u00ed nguy\u00ean li\u1ec7u \u0111\u1ea7u v\u00e0o cao, gi\u00fap hai th\u1ecb tr\u01b0\u1eddng ti\u1ebfp t\u1ee5c duy tr\u00ec m\u1ed1i t\u01b0\u01a1ng quan t\u01b0\u01a1ng \u0111\u1ed1i.<\/p>\n\n\n\n

Tuy nhi\u00ean, m\u1ed1i li\u00ean k\u1ebft n\u00e0y \u0111ang d\u1ea7n suy y\u1ebfu. Trong nh\u1eefng th\u00e1ng g\u1ea7n \u0111\u00e2y, gi\u00e1 tinh qu\u1eb7ng vonfram t\u1ea1i Trung Qu\u1ed1c \u0111\u00e3 gi\u1ea3m \u0111\u00e1ng k\u1ec3, k\u00e9o chi ph\u00ed \u0111\u1ea7u v\u00e0o xu\u1ed1ng th\u1ea5p, t\u1ea1o \u00e1p l\u1ef1c l\u00ean gi\u00e1 APT n\u1ed9i \u0111\u1ecba. Trong khi \u0111\u00f3, gi\u00e1 APT tr\u00ean th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u kh\u00f4ng gi\u1ea3m t\u01b0\u01a1ng \u1ee9ng, do ngu\u1ed3n cung ngo\u00e0i Trung Qu\u1ed1c v\u1eabn khan hi\u1ebfm v\u00e0 kh\u1ea3 n\u0103ng ti\u1ebfp c\u1eadn ngu\u1ed3n cung v\u1eabn l\u00e0 y\u1ebfu t\u1ed1 chi ph\u1ed1i ch\u00ednh \u0111\u1ed1i v\u1edbi m\u1eb7t b\u1eb1ng gi\u00e1.<\/p>\n\n\n\n

Chi ph\u00ed \u0111\u1ea7u v\u00e0o t\u1ea1i Trung Qu\u1ed1c gi\u1ea3m l\u00e0m suy y\u1ebfu m\u1ed1i li\u00ean k\u1ebft gi\u00e1 truy\u1ec1n th\u1ed1ng<\/strong><\/p>\n\n\n\n

Theo Fastmarkets, gi\u00e1 tinh qu\u1eb7ng vonfram 65% WO3, giao t\u1ea1i kho Trung Qu\u1ed1c, \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 \u1edf m\u1ee9c 500.000 – 525.000 nh\u00e2n d\u00e2n t\u1ec7\/t\u1ea5n, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 73.584 – 77.263 USD\/t\u1ea5n, v\u00e0o ng\u00e0y 24\/6.<\/p>\n\n\n\n

M\u1ee9c gi\u00e1 n\u00e0y gi\u1ea3m so v\u1edbi tu\u1ea7n tr\u01b0\u1edbc, khi gi\u00e1 \u1edf m\u1ee9c 510.000 – 550.000 nh\u00e2n d\u00e2n t\u1ec7\/t\u1ea5n, sau m\u1ed9t \u0111\u1ee3t ph\u1ee5c h\u1ed3i h\u1ed3i \u0111\u1ea7u th\u00e1ng 6. Tuy nhi\u00ean, gi\u00e1 hi\u1ec7n v\u1eabn th\u1ea5p h\u01a1n kho\u1ea3ng 50% so v\u1edbi m\u1ee9c cao k\u1ef7 l\u1ee5c 1 – 1,05 tri\u1ec7u nh\u00e2n d\u00e2n t\u1ec7\/t\u1ea5n \u0111\u01b0\u1ee3c thi\u1ebft l\u1eadp v\u00e0o ng\u00e0y 11\/3.<\/p>\n\n\n\n

Ng\u01b0\u1ee3c l\u1ea1i, gi\u00e1 tinh qu\u1eb7ng vonfram, h\u00e0m l\u01b0\u1ee3ng 50-70% WO3, giao ngay theo \u0111i\u1ec1u ki\u1ec7n CIF to\u00e0n c\u1ea7u, \u0111\u01b0\u1ee3c Fastmarkets \u0111\u00e1nh gi\u00e1 \u1edf m\u1ee9c 2.500 – 2.800 USD\/mtu WO3 k\u1ec3 t\u1eeb ng\u00e0y 29\/5. M\u1ee9c gi\u00e1 n\u00e0y \u0111\u00e3 t\u0103ng m\u1ea1nh so v\u1edbi \u0111\u1ea7u n\u0103m, khi ch\u1ec9 \u1edf m\u1ee9c 750 – 850 USD\/mtu WO3, v\u00e0 g\u1ea7n nh\u01b0 li\u00ean t\u1ee5c \u0111i l\u00ean su\u1ed1t t\u1eeb \u0111\u1ea7u n\u0103m 2026 \u0111\u1ebfn nay.<\/p>\n\n\n\n

Di\u1ec5n bi\u1ebfn tr\u00e1i chi\u1ec1u gi\u1eefa hai th\u1ecb tr\u01b0\u1eddng ph\u1ea3n \u00e1nh s\u1ef1 suy y\u1ebfu c\u1ee7a c\u01a1 ch\u1ebf h\u00ecnh th\u00e0nh gi\u00e1 truy\u1ec1n th\u1ed1ng. Tr\u01b0\u1edbc \u0111\u00e2y, ho\u1ea1t \u0111\u1ed9ng kinh doanh ch\u00eanh l\u1ec7ch gi\u00e1 (arbitrage) \u0111\u00f3ng vai tr\u00f2 c\u1ea7u n\u1ed1i, gi\u00fap bi\u1ebfn \u0111\u1ed9ng gi\u00e1 t\u1ea1i Trung Qu\u1ed1c nhanh ch\u00f3ng lan sang th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf. Tuy nhi\u00ean, theo m\u1ed9t th\u01b0\u01a1ng nh\u00e2n, “c\u01a1 ch\u1ebf kinh doanh ch\u00eanh l\u1ec7ch gi\u00e1 t\u1eebng k\u1ebft n\u1ed1i gi\u00e1 n\u1ed9i \u0111\u1ecba Trung Qu\u1ed1c v\u1edbi th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf hi\u1ec7n kh\u00f4ng c\u00f2n ph\u00e1t huy hi\u1ec7u qu\u1ea3 nh\u01b0 tr\u01b0\u1edbc<\/em>.”<\/strong><\/p>\n\n\n\n

Nguy\u00ean nh\u00e2n ch\u1ee7 y\u1ebfu l\u00e0 c\u00e1c y\u00eau c\u1ea7u c\u1ea5p ph\u00e9p xu\u1ea5t kh\u1ea9u \u0111\u00e3 h\u1ea1n ch\u1ebf \u0111\u00e1ng k\u1ec3 ngu\u1ed3n cung, \u0111\u1eb7c bi\u1ec7t l\u00e0 ngu\u1ed3n APT tr\u00ean th\u1ecb tr\u01b0\u1eddng \u0111\u01b0\u1eddng bi\u1ec3n. Khi c\u01a1 h\u1ed9i kinh doanh ch\u00eanh l\u1ec7ch gi\u00e1 b\u1ecb thu h\u1eb9p, m\u1ed1i li\u00ean k\u1ebft gi\u1eefa gi\u00e1 n\u1ed9i \u0111\u1ecba Trung Qu\u1ed1c v\u00e0 gi\u00e1 tr\u00ean th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf c\u0169ng d\u1ea7n b\u1ecb ph\u00e1 v\u1ee1, khi\u1ebfn hai th\u1ecb tr\u01b0\u1eddng ng\u00e0y c\u00e0ng v\u1eadn \u0111\u1ed9ng theo nh\u1eefng \u0111\u1ed9ng l\u1ef1c ri\u00eang.<\/p>\n\n\n\n

Ch\u00ednh s\u00e1ch xu\u1ea5t kh\u1ea9u t\u1ea1o ra s\u1ef1 ph\u00e2n h\u00f3a gi\u00e1<\/strong> vonfram<\/strong><\/p>\n\n\n\n

Theo c\u00e1c ngu\u1ed3n giao d\u1ecbch c\u1ee7a Fastmarkets, c\u00e1c bi\u1ec7n ph\u00e1p ki\u1ec3m so\u00e1t xu\u1ea5t kh\u1ea9u c\u1ee7a Trung Qu\u1ed1c \u0111\u00e3 khi\u1ebfn di\u1ec5n bi\u1ebfn di\u1ec5n bi\u1ebfn gi\u00e1 vonfram n\u1ed9i \u0111\u1ecba Trung Qu\u1ed1c v\u00e0 gi\u00e1 t\u1ea1i c\u00e1c th\u1ecb tr\u01b0\u1eddng n\u01b0\u1edbc ngo\u00e0i ph\u00e2n h\u00f3a r\u00f5 r\u1ec7t.<\/p>\n\n\n\n

\u201cC\u00e1c doanh nghi\u1ec7p \u1edf kh\u00e2u ch\u1ebf bi\u1ebfn v\u00e0 ch\u1ebf bi\u1ebfn s\u00e2u ngo\u00e0i Trung Qu\u1ed1c \u0111ang r\u1ea5t c\u1ea7n nguy\u00ean li\u1ec7u nh\u01b0ng kh\u00f4ng th\u1ec3 ti\u1ebfp c\u1eadn \u0111\u01b0\u1ee3c ngu\u1ed3n cung, n\u00ean bu\u1ed9c ph\u1ea3i ch\u1ea5p nh\u1eadn m\u1ee9c gi\u00e1 cao h\u01a1n. \u0110\u00f3<\/em> l\u00e0 l\u00ed do<\/em> gi\u00e1<\/em> vonfram<\/em> t\u1ea1i th\u1ecb tr\u01b0\u1eddng ph\u01b0\u01a1ng T\u00e2y duy tr\u00ec \u1edf m\u1ee9c cao,\u201d<\/em> m\u1ed9t ng\u01b0\u1eddi tham gia th\u1ecb tr\u01b0\u1eddng chia s\u1ebb v\u1edbi Fastmarkets.<\/p>\n\n\n\n

\u201cTrung Qu\u1ed1c<\/em> g\u1ea7n \u0111\u00e2y<\/em> <\/em>gi\u1ea3m mua nguy\u00ean li\u1ec7u th\u00f4<\/em> <\/em>\u0111\u00e3<\/em> k\u00e9o<\/em> gi\u00e1 trong n\u01b0\u1edbc gi\u1ea3m m\u1ea1nh<\/em>, trong khi <\/em>gi\u00e1 t\u1ea1i<\/em> c\u00e1c th\u1ecb tr\u01b0\u1eddng <\/em>ph\u01b0\u01a1ng T\u00e2y ch\u1ec9<\/em> \u0111i\u1ec1u ch\u1ec9nh<\/em> <\/em>nh\u1eb9<\/em>. Hi\u1ec7n t\u1ea1i<\/em>, gi\u00e1 t\u1ea1i Trung Qu\u1ed1c<\/em> b\u1eaft \u0111\u1ea7u<\/em> nh\u00edch l\u00ean<\/em> tr\u1edf l\u1ea1i, <\/em>t\u00f4i kh\u00f4ng cho r\u1eb1ng s\u1ef1 ch\u00eanh l\u1ec7ch n\u00e0y s\u1ebd k\u00e9o d\u00e0i m\u00e3i, nh\u01b0ng<\/em> s\u1ef1 ph\u00e2n h\u00f3a v\u1ec1 gi\u00e1 n\u00e0y nhi\u1ec1u kh\u1ea3 n\u0103ng<\/em> s\u1ebd ti\u1ebfp<\/em> di\u1ec5n<\/em> trong m\u1ed9t th\u1eddi gian<\/em> n\u1eefa<\/em>.\u201d<\/em><\/p>\n\n\n\n

Ki\u1ec3m so\u00e1t xu\u1ea5t kh\u1ea9u t\u1ea1o ra hai th\u1ecb tr\u01b0\u1eddng vonfram ri\u00eang bi\u1ec7t<\/strong><\/p>\n\n\n\n

S\u1ef1 ph\u00e2n h\u00f3a ng\u00e0y c\u00e0ng r\u00f5 r\u1ec7t gi\u1eefa gi\u00e1 vonfram trong v\u00e0 ngo\u00e0i Trung Qu\u1ed1c \u0111\u01b0\u1ee3c cho l\u00e0 b\u1eaft ngu\u1ed3n t\u1eeb vi\u1ec7c Trung Qu\u1ed1c m\u1edf r\u1ed9ng khu\u00f4n kh\u1ed5 qu\u1ea3n l\u00fd \u0111\u1ed1i v\u1edbi ngu\u1ed3n cung v\u1eadt li\u1ec7u chi\u1ebfn l\u01b0\u1ee3c, \u0111\u1eb7c bi\u1ec7t l\u00e0 vi\u1ec7c tri\u1ec3n khai c\u00e1c bi\u1ec7n ph\u00e1p ki\u1ec3m so\u00e1t xu\u1ea5t kh\u1ea9u.<\/p>\n\n\n\n

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\u201cTh\u01b0\u01a1ng m\u1ea1i vonfram t\u1eeb tr\u01b0\u1edbc \u0111\u1ebfn nay v\u1ed1n \u0111\u00e3 \u0111\u01b0\u1ee3c qu\u1ea3n l\u00fd ch\u1eb7t ch\u1ebd. Vi\u1ec7c n\u00e0y ng\u00e0y c\u00e0ng tr\u1edf n\u00ean r\u00f5 n\u00e9t h\u01a1n khi Trung Qu\u1ed1c, nh\u00e0 s\u1ea3n xu\u1ea5t vonfram l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi, \u00e1p d\u1ee5ng th\u00eam c\u00e1c bi\u1ec7n ph\u00e1p ki\u1ec3m so\u00e1t,\u201d<\/em> \u00f4ng Aditya Aggarwal, Ph\u00f3 T\u1ed5ng Gi\u00e1m \u0111\u1ed1c Masan High-Tech Materials, chia s\u1ebb v\u1edbi Fastmarkets. \u201c\u0110\u00e2y kh\u00f4ng ph\u1ea3i l\u00e0 l\u1ec7nh c\u1ea5m, nh\u01b0ng c\u00e1c bi\u1ec7n ph\u00e1p ki\u1ec3m so\u00e1t n\u00e0y ch\u1eafc ch\u1eafn t\u1ea1o ra nh\u1eefng \u0111\u1ed9ng l\u1ef1c \u0111\u1ecbnh gi\u00e1 kh\u00e1c nhau gi\u1eefa c\u00e1c th\u1ecb tr\u01b0\u1eddng, v\u00e0 \u0111\u00f3 ch\u00ednh l\u00e0 \u0111i\u1ec1u ch\u00fang ta \u0111ang ch\u1ee9ng ki\u1ebfn hi\u1ec7n nay.\u201d<\/em><\/p>\n\n\n\n

Th\u1ef1c t\u1ebf \u0111\u00e3 ph\u1ea3n \u00e1nh r\u00f5 xu h\u01b0\u1edbng n\u00e0y. Theo nhi\u1ec1u b\u00ean tham gia th\u1ecb tr\u01b0\u1eddng, gi\u00e1 APT n\u1ed9i \u0111\u1ecba Trung Qu\u1ed1c \u0111\u00e3 gi\u1ea3m \u0111\u00e1ng k\u1ec3 trong nh\u1eefng th\u00e1ng g\u1ea7n \u0111\u00e2y. M\u1ed9t s\u1ed1 ngu\u1ed3n tin cho bi\u1ebft gi\u00e1 trong th\u00e1ng 6 \u0111\u00e3 gi\u1ea3m xu\u1ed1ng kho\u1ea3ng 1.200 – 1.300 USD\/mtu WO3, th\u1eadm ch\u00ed c\u00f3 d\u1ea5u hi\u1ec7u cho th\u1ea5y gi\u00e1 \u0111\u00e3 gi\u1ea3m t\u1eeb 1.000 USD\/mtu WO3 tr\u1edf l\u00ean so v\u1edbi c\u00e1c m\u1ee9c \u0111\u1ec9nh g\u1ea7n \u0111\u00e2y.<\/p>\n\n\n\n

Trong khi \u0111\u00f3, b\u00ean ngo\u00e0i Trung Qu\u1ed1c, gi\u00e1 APT v\u1eabn duy tr\u00ec \u1edf m\u1ee9c cao, v\u01b0\u1ee3t xa gi\u00e1 n\u1ed9i \u0111\u1ecba, do ngu\u1ed3n cung b\u1ecb h\u1ea1n ch\u1ebf v\u00e0 kh\u1ea3 n\u0103ng ti\u1ebfp c\u1eadn v\u1eadt li\u1ec7u ng\u00e0y c\u00e0ng kh\u00f3 kh\u0103n.<\/p>\n<\/div><\/div>\n\n\n\n

\u201cT\u00f4i cho r\u1eb1ng m\u1ed1i t\u01b0\u01a1ng quan gi\u1eefa gi\u00e1 t\u1ea1i<\/em> <\/em>Trung Qu\u1ed1c v\u00e0 gi\u00e1 ngo\u00e0i Trung Qu\u1ed1c \u0111\u00e3 suy y\u1ebfu \u0111\u00e1ng k\u1ec3,\u201d<\/em> \u00f4ng Aggarwal n\u00f3i. \u201cT\u00f4i kh\u00f4ng th\u1ea5y c\u00f3 c\u01a1<\/em> s\u1edf <\/em>h\u1ee3p l\u00fd n\u00e0o<\/em> <\/em>\u0111\u1ec3 hai m\u1ee9c gi\u00e1 n\u00e0y ti\u1ebfp t\u1ee5c di\u1ec5n bi\u1ebfn song h\u00e0nh, \u0111\u1eb7c bi\u1ec7t khi c\u00e1n c\u00e2n cung – c\u1ea7u vonfram \u0111\u00e3 thay \u0111\u1ed5i r\u00f5 r\u1ec7t trong 15 th\u00e1ng qua.\u201d<\/em><\/p>\n\n\n\n

\u1ede m\u1ed9t m\u1ee9c \u0111\u1ed9 n\u00e0o \u0111\u00f3, \u0111\u00e2y kh\u00f4ng ph\u1ea3i l\u00e0 hi\u1ec7n t\u01b0\u1ee3ng ho\u00e0n to\u00e0n m\u1edbi. Do Trung Qu\u1ed1c chi\u1ebfm t\u1ef7 tr\u1ecdng \u00e1p \u0111\u1ea3o trong s\u1ea3n l\u01b0\u1ee3ng to\u00e0n c\u1ea7u, th\u1ecb tr\u01b0\u1eddng n\u1ed9i \u0111\u1ecba v\u00e0 th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u ch\u1ecbu t\u00e1c \u0111\u1ed9ng b\u1edfi nh\u1eefng \u0111\u1ed9ng l\u1ef1c cung \u2013 c\u1ea7u kh\u00e1c nhau.<\/p>\n\n\n\n

\u201cTh\u1ecb tr\u01b0\u1eddng ngo\u00e0i Trung Qu\u1ed1c lu\u00f4n c\u00f3 t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t mang t\u00ednh c\u1ea5u tr\u00fac<\/em>. V\u00ec v\u1eady,<\/em> \u0111i\u1ec1u \u0111\u00f3 t\u1ea5t y\u1ebfu d\u1eabn \u0111\u1ebfn c\u00e1c \u0111\u1ed9ng l\u1ef1c \u0111\u1ecbnh gi\u00e1 kh\u00e1c nhau gi\u1eefa th\u1ecb tr\u01b0\u1eddng Trung Qu\u1ed1c v\u00e0 ngo\u00e0i Trung Qu\u1ed1c \u0111\u1ed1i v\u1edbi tinh qu\u1eb7ng v\u00e0 c\u00e1c s\u1ea3n ph\u1ea9m trung gian t\u1eeb vonfram,\u201d<\/em> \u00f4ng Aggarwal cho bi\u1ebft.<\/p>\n\n\n\n

\u0110i\u1ec3m kh\u00e1c bi\u1ec7t hi\u1ec7n nay l\u00e0 kh\u1ea3 n\u0103ng ti\u1ebfp c\u1eadn ngu\u1ed3n nguy\u00ean li\u1ec7u, \u0111\u1eb7c bi\u1ec7t l\u00e0 c\u00e1c s\u1ea3n ph\u1ea9m vonfram trung gian \u0111\u00e3 tr\u1edf th\u00e0nh y\u1ebfu t\u1ed1 quy\u1ebft \u0111\u1ecbnh.<\/p>\n\n\n\n

\u00d4ng Aggarwal cho bi\u1ebft, c\u00e1c s\u1ea3n ph\u1ea9m vonfram trung gian t\u1eeb Trung Qu\u1ed1c hi\u1ec7n kh\u00f4ng c\u00f2n l\u01b0u th\u00f4ng t\u1ef1 do nh\u01b0 tr\u01b0\u1edbc, d\u00f9 \u0111\u00e2y t\u1eebng l\u00e0 ngu\u1ed3n cung quan tr\u1ecdng cho ng\u00e0nh s\u1ea3n xu\u1ea5t b\u1ed9t vonfram ngo\u00e0i Trung Qu\u1ed1c. C\u00f9ng v\u1edbi \u0111\u00f3, nhu c\u1ea7u t\u1eeb c\u00e1c l\u0129nh v\u1ef1c chi\u1ebfn l\u01b0\u1ee3c nh\u01b0 qu\u1ed1c ph\u00f2ng, tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o v\u00e0 c\u00e1c ch\u01b0\u01a1ng tr\u00ecnh d\u1ef1 tr\u1eef kho\u00e1ng s\u1ea3n chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a nhi\u1ec1u ch\u00ednh ph\u1ee7 \u0111ang ti\u1ebfp t\u1ee5c n\u1edbi r\u1ed9ng kho\u1ea3ng thi\u1ebfu h\u1ee5t ngu\u1ed3n cung v\u00e0 n\u00e2ng \u0111\u1ee1 gi\u00e1 vonfram, qua \u0111\u00f3 duy tr\u00ec m\u1eb7t b\u1eb1ng gi\u00e1 vonfram \u1edf m\u1ee9c cao tr\u00ean th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf.<\/p>\n\n\n\n

Thi\u1ebfu h\u1ee5t ngu\u1ed3n cung duy tr\u00ec gi\u00e1 cao t\u1ea1i ph\u01b0\u01a1ng T\u00e2y<\/strong><\/p>\n\n\n\n

V\u1ec1 gi\u00e1 xu\u1ea5t kh\u1ea9u, Fastmarkets \u0111\u00e1nh gi\u00e1 gi\u00e1 APT 88,5% WO3 t\u1ed1i thi\u1ec3u, theo \u0111i\u1ec1u ki\u1ec7n FOB c\u00e1c c\u1ea3ng ch\u00ednh c\u1ee7a Trung Qu\u1ed1c, \u1edf m\u1ee9c 2.600 – 3.250 USD\/mtu WO3 v\u00e0o ng\u00e0y 24\/6. M\u1ee9c n\u00e0y t\u0103ng 0,86% so v\u1edbi tu\u1ea7n tr\u01b0\u1edbc, t\u1eeb 2.600 – 3.200 USD\/mtu WO3, v\u00e0 v\u1eabn cao h\u01a1n \u0111\u00e1ng k\u1ec3 so v\u1edbi m\u1eb7t b\u1eb1ng l\u1ecbch s\u1eed. So v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc, gi\u00e1 \u0111\u00e3 t\u0103ng kho\u1ea3ng 631%, t\u1eeb m\u1ee9c 390 – 410 USD\/mtu WO3 v\u00e0o ng\u00e0y 25\/6\/2025.<\/p>\n\n\n\n

T\u01b0\u01a1ng t\u1ef1, gi\u00e1 APT 88,5% WO3 t\u1ed1i thi\u1ec3u, theo \u0111i\u1ec1u ki\u1ec7n CIF Rotterdam v\u00e0 Baltimore, mi\u1ec5n thu\u1ebf, \u0111\u01b0\u1ee3c Fastmarkets \u0111\u00e1nh gi\u00e1 \u1edf m\u1ee9c 2.900 – 3.210 USD\/mtu WO3 v\u00e0o ng\u00e0y 19\/6. M\u1ee9c n\u00e0y t\u0103ng 0,49% so v\u1edbi tu\u1ea7n tr\u01b0\u1edbc, t\u1eeb 2.900 – 3.180 USD\/mtu WO3, v\u00e0 t\u0103ng 575% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc, khi gi\u00e1 \u1edf m\u1ee9c 430 – 475 USD\/mtu WO3 v\u00e0o ng\u00e0y 20\/6\/2025.<\/p>\n\n\n\n

\u201cHi\u1ec7n nay, ng\u01b0\u1eddi mua qu\u1ed1c t\u1ebf r\u1ea5t kh\u00f3 \u0111\u1ea3m b\u1ea3o ngu\u1ed3n nguy\u00ean li\u1ec7u, v\u00e0 h\u1ecd hi\u1ec3u r\u00f5 \u0111i\u1ec1u \u0111\u00f3. V\u1edbi c\u00e1c nh\u00e0 xu\u1ea5t kh\u1ea9u, vi\u1ec7c xin gi\u1ea5y ph\u00e9p m\u1ea5t nhi\u1ec1u th\u00e1ng, d\u00f2ng ti\u1ec1n lu\u00e2n chuy\u1ec3n r\u1ea5t ch\u1eadm, v\u00ec v\u1eady kh\u00f4ng th\u1ec3 g\u1ed9p hai th\u1ecb tr\u01b0\u1eddng n\u00e0y l\u00e0m m\u1ed9t,\u201d<\/em> m\u1ed9t ngu\u1ed3n tin b\u00ean b\u00e1n cho bi\u1ebft.<\/p>\n\n\n\n

\u0110i\u1ec1u n\u00e0y \u0111\u1ed3ng ngh\u0129a gi\u00e1 \u0111\u00e3 b\u1eaft \u0111\u1ea7u ph\u00e2n t\u00e1ch r\u00f5 h\u01a1n theo khu v\u1ef1c \u0111\u1ecba l\u00fd, \u00edt nh\u1ea5t l\u00e0 gi\u1eefa Trung Qu\u1ed1c v\u00e0 c\u00e1c th\u1ecb tr\u01b0\u1eddng ph\u01b0\u01a1ng T\u00e2y.<\/p>\n\n\n\n

\u201cT\u00f4i cho r\u1eb1ng gi\u1ea3 \u0111\u1ecbnh v\u1ec1 s\u1ef1 h\u1ed9i t\u1ee5 gi\u00e1 ch\u1ec9 l\u00e0 m\u1ed9t kh\u00e1i ni\u1ec7m mang t\u00ednh l\u00fd thuy\u1ebft, v\u1ed1n ch\u1ec9 ph\u00f9 h\u1ee3p trong m\u1ed9t th\u1ecb tr\u01b0\u1eddng to\u00e0n c\u1ea7u th\u1ef1c s\u1ef1 t\u1ef1 do. Vonfram l\u00e0 v\u1eadt li\u1ec7u thi\u1ebft y\u1ebfu, kh\u00f4ng ch\u1ec9 cho c\u00e1c \u1ee9ng d\u1ee5ng c\u00f4ng nghi\u1ec7p h\u1eb1ng ng\u00e0y m\u00e0 c\u00f2n cho c\u00e1c l\u0129nh v\u1ef1c chi\u1ebfn l\u01b0\u1ee3c nh\u01b0 an ninh qu\u1ed1c gia,\u201d<\/em> \u00f4ng Aggarwal n\u00f3i. \u201cV\u1edbi t\u1ea7m quan tr\u1ecdng chi\u1ebfn l\u01b0\u1ee3c nh\u01b0 v\u1eady, m\u1ed9t m\u1ee9c \u0111\u1ed9 can thi\u1ec7p nh\u1ea5t \u0111\u1ecbnh c\u1ee7a ch\u00ednh ph\u1ee7 l\u00e0 \u0111i\u1ec1u kh\u00f3 tr\u00e1nh kh\u1ecfi, v\u00e0 s\u1ef1 h\u1ed9i t\u1ee5 gi\u00e1 ho\u00e0n to\u00e0n kh\u00f4ng th\u1ef1c s\u1ef1 kh\u1ea3 thi.\u201d<\/em><\/p>\n\n\n\n

Gi\u00e1 vonfram gi\u1eefa c\u00e1c khu v\u1ef1c b\u1eaft \u0111\u1ea7u b\u1ecb \u201cng\u1eaft k\u1ebft n\u1ed1i\u201d<\/strong><\/p>\n\n\n\n

T\u1ea1i Trung Qu\u1ed1c, \u0111\u1ed9ng l\u1ef1c th\u1ecb tr\u01b0\u1eddng trong nh\u1eefng tu\u1ea7n g\u1ea7n \u0111\u00e2y ch\u1ee7 y\u1ebfu ch\u1ecbu \u1ea3nh h\u01b0\u1edfng b\u1edfi t\u1ed3n kho cao h\u01a1n, t\u00e2m l\u00fd y\u1ebfu h\u01a1n v\u00e0 thanh kho\u1ea3n gi\u1ea3m.<\/p>\n\n\n\n

Trong khi \u0111\u00f3, \u1edf th\u1ecb tr\u01b0\u1eddng n\u01b0\u1edbc ngo\u00e0i, gi\u00e1 l\u1ea1i ch\u1ecbu t\u00e1c \u0111\u1ed9ng l\u1edbn h\u01a1n t\u1eeb kh\u1ea3 n\u0103ng ti\u1ebfp c\u1eadn ngu\u1ed3n cung. C\u00e1c l\u1ef1a ch\u1ecdn thay th\u1ebf ngo\u00e0i Trung Qu\u1ed1c cho ngu\u1ed3n APT v\u1eabn c\u00f2n kh\u00e1 h\u1ea1n ch\u1ebf, trong khi ng\u01b0\u1eddi mua \u0111\u01b0\u1ee3c cho l\u00e0 s\u1eb5n s\u00e0ng tr\u1ea3 gi\u00e1 cao h\u01a1n \u0111\u1ec3 \u0111\u1ea3m b\u1ea3o ngu\u1ed3n h\u00e0ng, \u0111\u1ed3ng th\u1eddi gi\u1ea3m thi\u1ec3u r\u1ee7i ro t\u1eeb th\u1eddi gian giao h\u00e0ng k\u00e9o d\u00e0i ho\u1eb7c kh\u00f4ng ch\u1eafc ch\u1eafn.<\/p>\n\n\n\n

S\u1ef1 thay \u0111\u1ed5i n\u00e0y v\u1ec1 c\u01a1 b\u1ea3n \u0111\u00e3 t\u1ea1o ra m\u1ed9t \u201cr\u00e0o c\u1ea3n truy\u1ec1n d\u1eabn\u201d, khi\u1ebfn c\u00e1c y\u1ebfu t\u1ed1 t\u00e1c \u0111\u1ed9ng \u0111\u1ebfn th\u1ecb tr\u01b0\u1eddng n\u1ed9i \u0111\u1ecba Trung Qu\u1ed1c kh\u00f4ng c\u00f2n truy\u1ec1n sang th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u nh\u01b0 tr\u01b0\u1edbc, v\u00e0 ng\u01b0\u1ee3c l\u1ea1i.<\/p>\n\n\n\n

\u201cB\u1ea1n kh\u00f4ng th\u1ec3 chuy\u1ec3n h\u00e0ng t\u1ef1 do nh\u01b0 tr\u01b0\u1edbc \u0111\u00e2y,\u201d<\/em> m\u1ed9t th\u01b0\u01a1ng nh\u00e2n t\u1ea1i Trung Qu\u1ed1c n\u00f3i. \u201c\u0110i\u1ec1u \u0111\u00f3 c\u00f3 ngh\u0129a l\u00e0 t\u00edn hi\u1ec7u gi\u00e1 t\u1ea1i Trung Qu\u1ed1c kh\u00f4ng c\u00f2n truy\u1ec1n \u0111\u1ea7y \u0111\u1ee7 ra th\u1ecb tr\u01b0\u1eddng n\u01b0\u1edbc ngo\u00e0i. Ch\u00fang ta \u0111ang b\u1eaft \u0111\u1ea7u nh\u00ecn th\u1ea5y hai th\u1ecb tr\u01b0\u1eddng ri\u00eang bi\u1ec7t.\u201d<\/em><\/p>\n\n\n\n

T\u00e1c \u0111\u1ed9ng c\u1ee7a h\u1ea1n ch\u1ebf ngu\u1ed3n cung \u0111\u1ebfn chi\u1ebfn l\u01b0\u1ee3c c\u00f4ng nghi\u1ec7p<\/strong><\/p>\n\n\n\n

Nh\u1eefng t\u00e1c \u0111\u1ed9ng n\u00e0y kh\u00f4ng ch\u1ec9 d\u1eebng l\u1ea1i \u1edf gi\u00e1, m\u00e0 c\u00f2n b\u1eaft \u0111\u1ea7u \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn c\u00e1ch c\u00e1c doanh nghi\u1ec7p ra quy\u1ebft \u0111\u1ecbnh c\u00f4ng nghi\u1ec7p, v\u00ed d\u1ee5 nh\u01b0 trong ho\u1ea1t \u0111\u1ed9ng mua h\u00e0ng.<\/p>\n\n\n\n

\u201cCh\u00fang t\u00f4i \u0111ang c\u1ed1 g\u1eafng c\u1ed1 \u0111\u1ecbnh gi\u00e1 mua theo c\u01a1 ch\u1ebf back-to-back v\u00e0 thay \u0111\u1ed5i \u0111i\u1ec1u kho\u1ea3n thanh to\u00e1n \u0111\u1ec3 ki\u1ec3m so\u00e1t r\u1ee7i ro t\u00e0i ch\u00ednh,\u201d<\/em> m\u1ed9t ng\u01b0\u1eddi tham gia ng\u00e0nh vonfram cho bi\u1ebft.<\/p>\n\n\n\n

S\u1ef1 thay \u0111\u1ed5i trong \u0111\u1ed9ng l\u1ef1c th\u1ecb tr\u01b0\u1eddng k\u1ec3 t\u1eeb n\u0103m 2025 c\u0169ng kh\u00f4ng ch\u1ec9 l\u00e0m thay \u0111\u1ed5i c\u00e1ch doanh nghi\u1ec7p mua h\u00e0ng, m\u00e0 c\u00f2n \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn lo\u1ea1i s\u1ea3n ph\u1ea9m h\u1ecd l\u1ef1a ch\u1ecdn.<\/p>\n\n\n\n

Theo \u00f4ng Aditya, tr\u01b0\u1edbc \u0111\u00e2y ng\u00e0nh c\u00f4ng nghi\u1ec7p d\u1ea7n chuy\u1ec3n t\u1eeb d\u1ee5ng c\u1ee5 th\u00e9p gi\u00f3 sang d\u1ee5ng c\u1ee5 h\u1ee3p kim c\u1ee9ng vonfram cacbua, do lo\u1ea1i c\u00f4ng c\u1ee5 n\u00e0y c\u00f3 \u0111\u1ed9 b\u1ec1n cao h\u01a1n v\u00e0 tu\u1ed5i th\u1ecd d\u00e0i h\u01a1n. Nh\u1edd \u0111\u00f3, t\u1ed5ng chi ph\u00ed s\u1edf h\u1eefu c\u1ee7a d\u1ee5ng c\u1ee5 vonfram cacbua trong su\u1ed1t v\u00f2ng \u0111\u1eddi s\u1eed d\u1ee5ng th\u01b0\u1eddng th\u1ea5p h\u01a1n so v\u1edbi th\u00e9p gi\u00f3.<\/p>\n\n\n\n

\u201cTh\u00e9p gi\u00f3 ch\u1ec9 ch\u1ee9a m\u1ed9t l\u01b0\u1ee3ng vonfram t\u01b0\u01a1ng \u0111\u1ed1i khi\u00eam t\u1ed1n,<\/em> <\/em>c\u00f2n<\/em> <\/em>c\u00e1c d\u1ee5ng c\u1ee5 h\u1ee3p kim c\u1ee9ng l\u1ea1i ch\u1ee7 y\u1ebfu l\u00e0 v\u1eadt li\u1ec7u ch\u1ee9a vonfram, n\u00ean ch\u00fang ti\u00eau th\u1ee5 vonfram nhi\u1ec1u h\u01a1n \u0111\u00e1ng k\u1ec3,\u201d<\/em> \u00f4ng n\u00f3i. \u201cD\u1ee5ng c\u1ee5 vonfram cacbua c\u00f3 \u0111\u1ed9 b\u1ec1n cao h\u01a1n v\u00e0 tu\u1ed5i th\u1ecd d\u00e0i h\u01a1n. V\u00ec v\u1eady, x\u00e9t t\u1ed5ng th\u1ec3, chi ph\u00ed s\u1edf h\u1eefu trong su\u1ed1t v\u00f2ng \u0111\u1eddi c\u1ee7a d\u1ee5ng c\u1ee5 vonfram cacbua th\u01b0\u1eddng th\u1ea5p h\u01a1n so v\u1edbi th\u00e9p gi\u00f3.\u201d<\/em><\/p>\n\n\n\n

Tuy nhi\u00ean, xu h\u01b0\u1edbng n\u00e0y hi\u1ec7n \u0111\u00e3 b\u1eaft \u0111\u1ea7u \u0111\u1ea3o chi\u1ec1u \u1edf m\u1ed9t s\u1ed1 ph\u00e2n kh\u00fac th\u1ecb tr\u01b0\u1eddng.<\/p>\n\n\n\n

\u201cV\u1edbi m\u1eb7t b\u1eb1ng gi\u00e1 hi\u1ec7n nay, c\u00f3 th\u1ec3 th\u1ea5y xu h\u01b0\u1edbng ng\u01b0\u1ee3c l\u1ea1i \u1edf m\u1ed9t s\u1ed1 nh\u00f3m th\u1ecb tr\u01b0\u1eddng, khi m\u1ed9t s\u1ed1 kh\u00e1ch h\u00e0ng b\u1eaft \u0111\u1ea7u s\u1eed d\u1ee5ng c\u00f4ng c\u1ee5 th\u00e9p gi\u00f3 thay cho vonfram cacbua trong m\u1ed9t th\u1eddi gian. V\u1ec1 d\u00e0i h\u1ea1n, \u0111i\u1ec1u n\u00e0y c\u00f3 th\u1ec3 kh\u00f4ng hi\u1ec7u qu\u1ea3 v\u1ec1 chi ph\u00ed, nh\u01b0ng trong ng\u1eafn h\u1ea1n, c\u00f3 th\u1ec3 k\u00ecm ho\u00e3n m\u1ed9t ph\u1ea7n nhu c\u1ea7u ti\u00eau th\u1ee5,\u201d<\/em> \u00f4ng Aditya n\u00f3i.<\/p>\n\n\n\n

Chi ph\u00ed t\u0103ng lan sang c\u00e1c ng\u00e0nh h\u1ea1 ngu\u1ed3n<\/strong><\/p>\n\n\n\n

T\u00e1c \u0111\u1ed9ng c\u1ee7a chi ph\u00ed vonfram t\u0103ng c\u0169ng \u0111\u00e3 xu\u1ea5t hi\u1ec7n trong l\u0129nh v\u1ef1c d\u1ecbch v\u1ee5 khai th\u00e1c d\u1ea7u kh\u00ed, n\u01a1i vonfram l\u00e0 nguy\u00ean li\u1ec7u quan tr\u1ecdng trong s\u1ea3n xu\u1ea5t m\u0169i khoan.<\/p>\n\n\n\n

V\u00ed d\u1ee5, Patterson-UTI, m\u1ed9t c\u00f4ng ty d\u1ecbch v\u1ee5 d\u1ea7u kh\u00ed l\u1edbn t\u1ea1i B\u1eafc M\u1ef9, cho bi\u1ebft chi ph\u00ed vonfram cao h\u01a1n \u0111\u00e3 b\u1eaft \u0111\u1ea7u \u1ea3nh h\u01b0\u1edfng tr\u1ef1c ti\u1ebfp \u0111\u1ebfn chi ti\u00eau v\u1ed1n.<\/p>\n\n\n\n

Trong b\u00e1o c\u00e1o t\u00e0i ch\u00ednh cho ba th\u00e1ng k\u1ebft th\u00fac ng\u00e0y 31\/3, c\u00f4ng ty ghi nh\u1eadn chi ti\u00eau v\u1ed1n t\u0103ng 8,4% so v\u1edbi qu\u00fd tr\u01b0\u1edbc, \u0111\u1ed3ng th\u1eddi ch\u1ec9 r\u00f5 chi ph\u00ed nguy\u00ean li\u1ec7u th\u00f4 t\u0103ng, \u0111\u1eb7c bi\u1ec7t l\u00e0 b\u1ed9t vonfram s\u1eed d\u1ee5ng trong m\u1ed9t s\u1ed1 \u1ee9ng d\u1ee5ng m\u0169i khoan ma tr\u1eadn, l\u00e0 m\u1ed9t trong nh\u1eefng nguy\u00ean nh\u00e2n.<\/p>\n\n\n

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\"\"<\/figure>\n<\/div>\n\n\n

C\u00f9ng l\u00fac \u0111\u00f3, theo c\u00e1c b\u00ean tham gia th\u1ecb tr\u01b0\u1eddng, vi\u1ec7c t\u00ecm ngu\u1ed3n cung nh\u00ecn chung c\u0169ng tr\u1edf n\u00ean kh\u00f3 kh\u0103n h\u01a1n, d\u00f9 \u1edf trong hay ngo\u00e0i Trung Qu\u1ed1c.<\/p>\n\n\n\n

\u0110\u1ed1i v\u1edbi vi\u1ec7c chuy\u1ec3n chi ph\u00ed t\u0103ng sang c\u00e1c kh\u00e2u ti\u1ebfp theo trong chu\u1ed7i cung \u1ee9ng, \u0111i\u1ec1u n\u00e0y \u201ckh\u00f4ng ph\u1ea3i l\u00fac n\u00e0o c\u0169ng d\u1ec5 d\u00e0ng\u201d, nh\u1ea5t l\u00e0 trong c\u00e1c h\u1ee3p \u0111\u1ed3ng cung \u1ee9ng trung v\u00e0 d\u00e0i h\u1ea1n, theo m\u1ed9t ng\u01b0\u1eddi tham gia ng\u00e0nh vonfram.<\/p>\n\n\n\n

\u201cM\u1ee9c \u0111\u1ed9 s\u1eb5n s\u00e0ng chi tr\u1ea3 c\u1ee7a kh\u00e1ch h\u00e0ng ph\u1ee5 thu\u1ed9c r\u1ea5t l\u1edbn v\u00e0o b\u1ed1i c\u1ea3nh c\u1ea1nh tranh trong t\u1eebng l\u0129nh v\u1ef1c s\u1ea3n ph\u1ea9m, t\u1ea7m quan tr\u1ecdng chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a s\u1ea3n ph\u1ea9m vonfram \u0111\u1ed1i v\u1edbi t\u1eebng \u1ee9ng d\u1ee5ng c\u1ee5 th\u1ec3, c\u0169ng nh\u01b0 kh\u1ea3 n\u0103ng thay th\u1ebf s\u1ea3n ph\u1ea9m \u0111\u00f3,\u201d <\/em>Aditya n\u00f3i. \u201c\u0110i\u1ec1u quan tr\u1ecdng h\u01a1n bao gi\u1edd h\u1ebft l\u00e0 ph\u1ea3i \u0111\u1ea3m b\u1ea3o kh\u00e1ch h\u00e0ng hi\u1ec3u \u0111\u1ea7y \u0111\u1ee7 c\u00e1c h\u1ec7 qu\u1ea3 \u0111\u1ed1i v\u1edbi to\u00e0n b\u1ed9 chu\u1ed7i cung \u1ee9ng.\u201d<\/em><\/p>\n\n\n\n

T\u00e1i \u0111\u1ecbnh h\u00ecnh chu\u1ed7i cung \u1ee9ng vonfram<\/strong><\/p>\n\n\n\n

Tr\u00ean to\u00e0n chu\u1ed7i cung \u1ee9ng, c\u00e1c bi\u1ec7n ph\u00e1p qu\u1ea3n l\u00fd c\u1ee7a Trung Qu\u1ed1c \u0111ang t\u00e1i \u0111\u1ecbnh h\u00ecnh c\u00e1ch th\u1ebf gi\u1edbi ti\u1ebfp c\u1eadn ngu\u1ed3n cung vonfram. Nhi\u1ec1u n\u1ed7 l\u1ef1c nh\u1eb1m gi\u1ea3m thi\u1ec3u t\u00e1c \u0111\u1ed9ng n\u00e0y \u0111\u00e3 xu\u1ea5t hi\u1ec7n, t\u1eeb vi\u1ec7c d\u1ecbch chuy\u1ec3n l\u00ean th\u01b0\u1ee3ng ngu\u1ed3n \u0111\u1ec3 ti\u1ebfp c\u1eadn tinh qu\u1eb7ng, xem x\u00e9t c\u00e1c v\u1eadt li\u1ec7u thay th\u1ebf nh\u01b0 ammonium metatungstate (AMT), cho \u0111\u1ebfn vi\u1ec7c gi\u1ea3m ph\u1ee5 thu\u1ed9c v\u00e0o vonfram.<\/p>\n\n\n\n

\u201cT\u00f4i ngh\u0129 ch\u00fang ta \u0111\u00e3 v\u01b0\u1ee3t qua m\u1ed9t \u2018l\u1eb1n ranh \u0111\u1ecf\u2019, n\u01a1i \u0111i\u1ec1u n\u00e0y s\u1ebd x\u1ea3y ra trong n\u0103m t\u1edbi. M\u1ed9t khi \u0111\u00e3 b\u1ecb thay th\u1ebf, th\u1ecb tr\u01b0\u1eddng vonfram c\u00f3 th\u1ec3 b\u1ecb \u1ea3nh h\u01b0\u1edfng trong d\u00e0i h\u1ea1n v\u00ec nhu c\u1ea7u \u0111\u00f3 c\u00f3 th\u1ec3 kh\u00f4ng quay tr\u1edf l\u1ea1i. C\u00e1c d\u1ef1<\/em> \u00e1n<\/em> m\u1edbi th\u1eadm ch\u00ed c\u00f3 th\u1ec3 b\u1eaft \u0111\u1ea7u m\u00e0 kh\u00f4ng c\u1ea7n vonfram ngay t\u1eeb \u0111\u1ea7u,\u201d<\/em> m\u1ed9t ng\u01b0\u1eddi tham gia ng\u00e0nh vonfram cho bi\u1ebft.<\/p>\n\n\n\n

\u201cKh\u00e1ch h\u00e0ng \u0111ang nghi\u00ean c\u1ee9u thay th\u1ebf vonfram v\u00e0 gi\u1ea3m t\u1ef7 tr\u1ecdng vonfram trong s\u1ea3n ph\u1ea9m c\u1ee7a h\u1ecd. \u0110i\u1ec1u n\u00e0y c\u00f3 th\u1ec3 l\u00e0m gi\u1ea3m t\u1ed5ng nhu c\u1ea7u vonfram tr\u00ean to\u00e0n c\u1ea7u,\u201d<\/em> m\u1ed9t ng\u01b0\u1eddi kh\u00e1c trong ng\u00e0nh th\u00f4ng tin th\u00eam.<\/p>\n\n\n\n

Tuy nhi\u00ean, theo \u00f4ng Aditya, do vonfram s\u1edf h\u1eefu c\u00e1c \u0111\u1eb7c t\u00ednh v\u1eadt l\u00fd v\u00e0 h\u00f3a h\u1ecdc \u0111\u1eb7c bi\u1ec7t, kh\u1ea3 n\u0103ng nhu c\u1ea7u b\u1ecb suy gi\u1ea3m trong d\u00e0i h\u1ea1n l\u00e0 t\u01b0\u01a1ng \u0111\u1ed1i th\u1ea5p.<\/p>\n\n\n\n

\u201cT\u00f4i cho r\u1eb1ng m\u1ecdi ng\u01b0\u1eddi \u0111ang c\u1ed1 k\u00e9o d\u00e0i th\u1eddi gian s\u1eed d\u1ee5ng, h\u01a1n l\u00e0 th\u1ef1c s\u1ef1 l\u00e0m m\u1ea5t \u0111i nhu c\u1ea7u,\u201d<\/em> \u00f4ng n\u00f3i. \u201cTheo c\u00e1ch t\u00f4i nh\u00ecn nh\u1eadn, nhu c\u1ea7u c\u00f3 th\u1ec3 d\u1ecbch chuy\u1ec3n gi\u1eefa c\u00e1c c\u00f4ng \u0111o\u1ea1n kh\u00e1c nhau trong chu\u1ed7i gi\u00e1 tr\u1ecb ho\u1eb7c gi\u1eefa c\u00e1c s\u1ea3n ph\u1ea9m vonfram kh\u00e1c nhau. Nh\u01b0ng t\u00f4i kh\u00f4ng tin nhu c\u1ea7u vonfram c\u00f3 th\u1ec3 b\u1ecb ph\u00e1 h\u1ee7y v\u0129nh vi\u1ec5n.\u201d<\/em><\/em><\/p>\n\n\n\n

Theo m\u1ed9t ng\u01b0\u1eddi tham gia ng\u00e0nh vonfram, trong ph\u1ea7n l\u1edbn tr\u01b0\u1eddng h\u1ee3p, vonfram r\u1ea5t kh\u00f3 thay th\u1ebf, th\u1eadm ch\u00ed g\u1ea7n nh\u01b0 kh\u00f4ng th\u1ec3 thay th\u1ebf trong c\u00e1c \u1ee9ng d\u1ee5ng kim lo\u1ea1i ho\u1eb7c trong vonfram cacbua d\u00f9ng cho c\u00f4ng c\u1ee5 h\u1ee3p kim c\u1ee9ng.<\/p>\n\n\n\n

\u201cCh\u00fang t\u00f4i tin v\u00e0o m\u1ed9t m\u1eb7t b\u1eb1ng gi\u00e1 vonfram c\u00f3 th\u1ec3 g\u00f3p ph\u1ea7n b\u1ea3o \u0111\u1ea3m ngu\u1ed3n cung \u0111\u00e1ng tin c\u1eady v\u00e0 b\u1ec1n v\u1eefng tr\u00ean to\u00e0n chu\u1ed7i gi\u00e1 tr\u1ecb. \u0110\u00f3 ph\u1ea3i l\u00e0 m\u1ee9c gi\u00e1 \u0111\u1ee7 \u1ed5n \u0111\u1ecbnh \u0111\u1ec3 th\u00fac \u0111\u1ea9y \u0111\u1ea7u t\u01b0 v\u00e0o c\u00e1c d\u1ef1 \u00e1n khai kho\u00e1ng, nh\u01b0ng c\u0169ng \u0111\u1ee7 h\u1ee3p l\u00fd \u0111\u1ec3 kh\u00f4ng t\u1ea1o ra \u0111\u1ed9ng l\u1ef1c thay th\u1ebf kh\u00f4ng c\u1ea7n thi\u1ebft trong c\u00e1c \u1ee9ng d\u1ee5ng cu\u1ed1i,\u201d<\/em> ng\u01b0\u1eddi n\u00e0y n\u00f3i.<\/p>\n\n\n

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\u1ede m\u1ed9t g\u00f3c \u0111\u1ed9 n\u00e0o \u0111\u00f3, d\u00f9 th\u1ecb tr\u01b0\u1eddng bi\u1ebfn \u0111\u1ed9ng m\u1ea1nh, nh\u1eefng n\u1ec1n t\u1ea3ng c\u1ed1t l\u00f5i c\u1ee7a chu\u1ed7i cung \u1ee9ng vonfram v\u1eabn kh\u00f4ng thay \u0111\u1ed5i.<\/p>\n\n\n\n

M\u1ed9t ng\u01b0\u1eddi tham gia ng\u00e0nh vonfram cho bi\u1ebft, trong nhi\u1ec1u th\u1eadp k\u1ef7 qua, doanh nghi\u1ec7p n\u00e0y \u0111\u00e3 x\u00e2y d\u1ef1ng n\u1ec1n t\u1ea3ng cho chu\u1ed7i cung \u1ee9ng vonfram \u0111\u1ed9c l\u1eadp v\u1edbi Trung Qu\u1ed1c \u0111\u1ed1i v\u1edbi c\u00e1c s\u1ea3n ph\u1ea9m b\u00e1n ra ngo\u00e0i Trung Qu\u1ed1c. Nh\u1edd \u0111\u00f3, chu\u1ed7i cung \u1ee9ng vonfram c\u1ee7a h\u1ecd t\u1ea1i ph\u01b0\u01a1ng T\u00e2y hi\u1ec7n kh\u00f4ng ph\u1ee5 thu\u1ed9c v\u00e0o ngu\u1ed3n cung t\u1eeb Trung Qu\u1ed1c.<\/p>\n\n\n\n

Ng\u01b0\u1eddi n\u00e0y cho bi\u1ebft th\u00eam, do ngu\u1ed3n cung v\u00e0 chi\u1ebfn l\u01b0\u1ee3c kh\u00f4ng thay \u0111\u1ed5i, chi ph\u00ed ch\u1ebf bi\u1ebfn nguy\u00ean li\u1ec7u th\u00f4 xu\u1ed1ng c\u00e1c c\u00f4ng \u0111o\u1ea1n h\u1ea1 ngu\u1ed3n v\u1ec1 c\u01a1 b\u1ea3n v\u1eabn \u1ed5n \u0111\u1ecbnh. Doanh nghi\u1ec7p c\u0169ng \u0111\u00e3 x\u00e2y d\u1ef1ng n\u0103ng l\u1ef1c linh ho\u1ea1t \u0111\u1ec3 s\u1eed d\u1ee5ng nhi\u1ec1u lo\u1ea1i nguy\u00ean li\u1ec7u th\u00f4 kh\u00e1c nhau, bao g\u1ed3m c\u00e1c lo\u1ea1i c\u00f3 ph\u1ea9m c\u1ea5p v\u00e0 h\u00e0m l\u01b0\u1ee3ng t\u1ea1p ch\u1ea5t kh\u00e1c nhau.<\/p>\n\n\n\n

D\u1ecbch chuy\u1ec3n gi\u00e1 theo khu v\u1ef1c \u0111\u1ecbnh h\u00ecnh l\u1ea1i tri\u1ec3n v\u1ecdng th\u1ecb tr\u01b0\u1eddng<\/strong><\/p>\n\n\n\n

Nh\u00ecn t\u1ed5ng th\u1ec3, s\u1ef1 ph\u00e2n m\u1ea3nh trong \u0111\u1ecbnh gi\u00e1 vonfram gi\u1eefa Trung Qu\u1ed1c v\u00e0 ph\u1ea7n c\u00f2n l\u1ea1i c\u1ee7a th\u1ebf gi\u1edbi c\u00f3 th\u1ec3 l\u00e0 d\u1ea5u hi\u1ec7u cho th\u1ea5y m\u1ed9t s\u1ef1 chuy\u1ec3n \u0111\u1ed5i r\u1ed9ng h\u01a1n trong c\u00e1ch vonfram \u0111\u01b0\u1ee3c giao d\u1ecbch v\u00e0 \u0111\u1ecbnh gi\u00e1, trong b\u1ed1i c\u1ea3nh vai tr\u00f2 c\u1ee7a kim lo\u1ea1i n\u00e0y nh\u01b0 m\u1ed9t qu\u00e2n c\u1edd \u0111\u1ecba ch\u00ednh tr\u1ecb ng\u00e0y c\u00e0ng \u0111\u01b0\u1ee3c ch\u00fa \u00fd.<\/p>\n\n\n\n

Khi m\u1ed1i li\u00ean h\u1ec7 gi\u1eefa gi\u00e1 n\u1ed9i \u0111\u1ecba v\u00e0 gi\u00e1 xu\u1ea5t kh\u1ea9u suy y\u1ebfu, \u0111\u1ed9ng l\u1ef1c gi\u00e1 b\u1eaft \u0111\u1ea7u mang t\u00ednh khu v\u1ef1c h\u00f3a r\u00f5 r\u1ec7t h\u01a1n, v\u1edbi c\u00e1c y\u1ebfu t\u1ed1 chi ph\u1ed1i th\u1ecb tr\u01b0\u1eddng trong v\u00e0 ngo\u00e0i Trung Qu\u1ed1c ng\u00e0y c\u00e0ng kh\u00e1c bi\u1ec7t.<\/p>\n\n\n\n

\u201cTrong l\u1ecbch s\u1eed, th\u1ecb tr\u01b0\u1eddng vonfram th\u01b0\u1eddng ch\u1ecbu t\u00e1c \u0111\u1ed9ng t\u1eeb ph\u00eda ngu\u1ed3n cung nhi\u1ec1u h\u01a1n l\u00e0 t\u1eeb ph\u00eda nhu c\u1ea7u. Xu h\u01b0\u1edbng n\u00e0y d\u1ef1 ki\u1ebfn s\u1ebd ti\u1ebfp t\u1ee5c trong nh\u1eefng n\u0103m t\u1edbi, trong b\u1ed1i c\u1ea3nh lo ng\u1ea1i v\u1ec1 an ninh ngu\u1ed3n cung gia t\u0103ng v\u00e0 c\u00e1c ch\u00ednh s\u00e1ch th\u01b0\u01a1ng m\u1ea1i ng\u00e0y c\u00e0ng th\u1eaft ch\u1eb7t,\u201d<\/em> \u00f4ng Emre Uzun, chuy\u00ean gia ph\u00e2n t\u00edch c\u1ee7a Fastmarkets, nh\u1eadn \u0111\u1ecbnh. \u201cTuy nhi\u00ean, m\u1eb7t b\u1eb1ng gi\u00e1 cao c\u00f9ng v\u1edbi c\u00e1c ch\u00ednh s\u00e1ch c\u1ee7a nhi\u1ec1u khu v\u1ef1c nh\u1eb1m b\u1ea3o \u0111\u1ea3m ngu\u1ed3n cung thay th\u1ebf Trung Qu\u1ed1c \u0111ang h\u1ed7 tr\u1ee3 d\u00f2ng v\u1ed1n \u0111\u1ea7u t\u01b0 v\u00e0o c\u00e1c d\u1ef1 \u00e1n m\u1edbi, qua \u0111\u00f3 c\u00f3 th\u1ec3 l\u00e0m gia t\u0103ng ngu\u1ed3n cung ngo\u00e0i Trung Qu\u1ed1c trong th\u1eadp k\u1ef7 t\u1edbi.\u201d<\/em><\/p>\n\n\n\n

Theo \u00f4ng Uzun, trong b\u1ed1i c\u1ea3nh \u0111\u00f3, t\u1ef7 tr\u1ecdng c\u1ee7a Trung Qu\u1ed1c trong ngu\u1ed3n cung vonfram s\u01a1 c\u1ea5p to\u00e0n c\u1ea7u d\u1ef1 ki\u1ebfn s\u1ebd gi\u1ea3m d\u1ea7n, khi s\u1ea3n l\u01b0\u1ee3ng n\u1ed9i \u0111\u1ecba t\u01b0\u01a1ng \u0111\u1ed1i \u1ed5n \u0111\u1ecbnh, trong khi c\u00e1c khu v\u1ef1c kh\u00e1c t\u0103ng c\u00f4ng su\u1ea5t.<\/p>\n\n\n\n

\u00d4ng \u0111\u00e1nh gi\u00e1, nhu c\u1ea7u gia t\u0103ng t\u1eeb c\u00e1c l\u0129nh v\u1ef1c chi\u1ebfn l\u01b0\u1ee3c nh\u01b0 qu\u1ed1c ph\u00f2ng, c\u00f9ng v\u1edbi \u01b0u ti\u00ean ng\u00e0y c\u00e0ng cao c\u1ee7a ph\u01b0\u01a1ng T\u00e2y trong vi\u1ec7c b\u1ea3o \u0111\u1ea3m chu\u1ed7i cung \u1ee9ng kho\u00e1ng s\u1ea3n thi\u1ebft y\u1ebfu, s\u1ebd ti\u1ebfp t\u1ee5c c\u1ee7ng c\u1ed1 vai tr\u00f2 c\u1ee7a c\u00e1c ngu\u1ed3n cung ngo\u00e0i Trung Qu\u1ed1c, \u0111\u1ed3ng th\u1eddi n\u00e2ng cao kh\u1ea3 n\u0103ng c\u00e1c d\u1ef1 \u00e1n c\u00f3 n\u0103ng l\u1ef1c \u0111\u01b0\u1ee3c \u0111\u01b0a v\u00e0o s\u1ea3n xu\u1ea5t.<\/p>\n\n\n\n

Ngu\u1ed3n: Fastmarkets<\/a><\/strong><\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Theo th\u00f4ng tin m\u00e0 Fastmarkets thu th\u1eadp \u0111\u01b0\u1ee3c trong tu\u1ea7n t\u00ednh \u0111\u1ebfn th\u1ee9 T\u01b0 ng\u00e0y 24 th\u00e1ng 6, th\u1ecb tr\u01b0\u1eddng vonfram \u0111ang ch\u1ee9ng ki\u1ebfn nh\u1eefng bi\u1ebfn \u0111\u1ed9ng \u0111\u00e1ng ch\u00fa \u00fd. Trong b\u1ed1i c\u1ea3nh ho\u1ea1t \u0111\u1ed9ng giao d\u1ecbch ng\u00e0y c\u00e0ng ph\u00e2n m\u1ea3nh, xu h\u01b0\u1edbng phi to\u00e0n c\u1ea7u h\u00f3a gia t\u0103ng, c\u00f9ng nh\u1eefng c\u0103ng th\u1eb3ng th\u01b0\u01a1ng m\u1ea1i […]<\/p>\n","protected":false},"author":41,"featured_media":22243,"comment_status":"open","ping_status":"open","sticky":true,"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,"_wpcom_ai_launchpad_first_post":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[2],"tags":[1433,1118,1435,1184,1436,1236,1315,1325,1326,1429,373,1430,1431,933,1432,1017],"class_list":["post-22735","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized-vi","tag-khai-khoang-ben-vung-2","tag-khoang-san-chien-luoc","tag-made-in-vietnam","tag-vat-lieu-cong-nghe-cao-2","tag-khai-khoang-toan-cau","tag-strategic-mineral","tag-masan-high-tech-materials-3","tag-msr-2-vi","tag-nui-phao-3-vi","tag-thi-truong-vonfram-2","tag-vonfram-2","tag-chuoi-cung-ung-toan-cau-2","tag-an-ninh-nguon-cung","tag-masan-2","tag-cong-nghiep-ban-dan","tag-khoang-san"],"acf":[],"jetpack_featured_media_url":"https:\/\/masanhightechmaterials.com\/wp-content\/uploads\/2026\/05\/2aOboQYC6Yli5ABZNnqkBhFlbKW4BheoLneZ1n1M-1.jpg","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/22735","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\/41"}],"replies":[{"embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/comments?post=22735"}],"version-history":[{"count":5,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/22735\/revisions"}],"predecessor-version":[{"id":22782,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/22735\/revisions\/22782"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/media\/22243"}],"wp:attachment":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/media?parent=22735"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/categories?post=22735"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/tags?post=22735"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}