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1 GIAM SAT THI TRNG & CANH BAO RUI RO

MARKET MONITORING & EARLY RISK SIGNAL










DI

N BI

N GIA


XUT NHP KHU








CHUY

N NG THI TR NG
LA GO ......................................................................................... 2
Gi la go tun ny tip tc gim ..................................... 2
PHN BN ....................................................................................... 2
Gi ure trong nc gim nh hoc n nh ........................ 2
THC N CHN NUI ................................................................. 3
Ng CBOT tng kh mnh .................................................. 3
Ti th trng trong nc, sau gn 10 ngy ngh l, th
trng bt u giao dch tr li. Bo gi ng v cc nh
my rc rch tng ................................................................ 4
C PH ............................................................................................. 4
Gi c ph th gii gim do ng USD mnh ln ng thi
ngun cung ti Brazil tng .................................................. 4
trong nc, gi c ph nhn x cng lin tc gim trong
tun xung 36,4 36,7 triu ng/tn ................................ 5
CAO SU ............................................................................................. 5
Gi cao su bin ng mnh do ngun cung c d bo
gim v gi du th gii xung mc thp. .......................... 5
Ti th trng trong nc sau thi gian ngh Tt di, gi
cao su SVR ng lot tng trong ngy cui cng ca
thng 1 ................................................................................. 6
IU.................................................................................................. 6
Xut khu ht iu thng 1/2012 c t 12 nghn tn tr
gi 98 triu USD. ................................................................ 6
Ti n , cc nh my iu pha ng v ng Bc ang
phi i mt vi tnh trng thiu iu th ........................... 7
MA NG ................................................................................... 8
Gi ng tun ny gim do ng USD mnh ln ............. 8
Theo B NN&PTNT, lng ng cc nh my bn ra t
15/12/2011 n ngy 15/01/2012 l 158.100.100 tn, thp
hn cng k nm trc 7.300 tn. ....................................... 8
HT TIU ........................................................................................ 9
Th trng tiu tip tc suy gim ........................................ 9
Xut khu tiu ca Vit Nam nm 2011 tng mnh 73,8%
v kim ngch nhng vn khng hon thnh k hoch ...... 10
CHN NUI................................................................................... 10
Tun sau Tt Nguyn n, gi tht ln bn l tng mnh ti
tt c cc th trng. ......................................................... 10
Nhp khu tht gia cm v sn phm ph gia cm ca Vit
Nam nm 2011 tng 37,56% so vi nm 2010. ................. 11
THY SN ..................................................................................... 11
Th trng sau Tt si ng, gi c tra tng khong 500
ng/kg so vi trc Tt.................................................... 11
Lng xut khu c tra sang EU nm 2011 suy gim 11,8%
........................................................................................... 11
Gi tm s n nh v gim nh do sc p v ngun cung
gim xung sau t ngh Tt di ngy .............................. 12


Mt hng/ Th trng n v
Tun 5 (30/1-
03/02/2012)
Tun 5 so vi
tun 3 nm
2012
Gi thng
1/2012
Gi nm
2011
Lua te (Tin Giang) Vnd/kg 5,700 1.8% 5,950 6,880
La IR 50404 (An Giang) Vnd/kg 5,520 -0.8% 5,779 6,253
Gao te (H Ni) Vnd/kg 14,667 8.6% 13,786 13,840
Gao 5% tm XK (Thi Lan) USD/tn 537 2.5% 533 536
Ure Phu M (An Giang) Vnd/Kg 10,150 -0.5% 10,350 10,180
Dap Philipin (Cn Th) Vnd/Kg 16,000 1.3% 16,150 15,600
Tht ln hi trn 80 kg (TPHCM) Vnd/Kg 67,000 3.1% 64,857 55,895
Tht ln mng sn (H Ni) Vnd/Kg 125,000 13.6% 117,857 96,654
Tht b i (TPHCM) Vnd/Kg 250,000 31.6% 195,714 168,938
C r phi tai (An Giang) Vnd/Kg 29,600 5.7% 28,071 27,189
C tra (An Giang) Vnd/Kg 34,400 -4.4% 34,929 32,780
Cm gao (An Giang) Vnd/Kg 6,775 5.0% 6,582 5,935
Ng (Th trng k han Chicago) Uscent/Bushel 639 6.1% 632 678
C ph vi nhn x XK (Lm ng) (FOB) Vnd/Kg 36,650 -2.9% 37,500 44,671
Gi c ph robusta tai Lun n USD/tn 1,852 0.2% 1,824 2,222
Cao su RSS3 (Tokyo) JPY/Kg 301 6.7% 267 381
Hat tiu en (ng Nai) Vnd/kg 115,000 -4.2% 138,000 120,587
Kim ngch Ngnh hng n v Thng
12/2011
Thng
1/2012
Thng 1/2012 so
vi thng 1 nm
2011
C nm
2011
Gao Triu USD 193 145 51.8% 3,657
C ph Triu USD 325 265 64.2% 2,752
Cao su Triu USD 335 230 70.6% 3,235
H tiu Triu USD 25 35 152.2% 732
Ch Triu USD 20 15 96.6% 204
Hat iu Triu USD 135 93 96.0% 1,473
Thy sn Triu USD 581 350 82.0% 6,112
Phn bn Triu USD 136 70 66.4% 1,779
Lua m Triu USD 82 80 209.9% 811
Thc n gia suc v NPL Triu USD 293 150 60.0% 2,373
Thuc tr su v nguyn liu Triu USD 68 50 102.0% 640
Xut khu
Nhp khu
THI TRNG NNG SN

GIAM SAT THI TRNG & CNH BAO RI RO NGANH HANG
Tu n 30/01-03/02/2012
Cng ty CP Phn tch v D bo Th trng Vit Nam AgroMonitor; Tng 5, Ta nh 97 Ho Nam, Phng Ch Da, Qun ng a, H Ni
T: 84 4 6273 3596 / D: 0943 411 411 ; Email: agromonitor.hn@gmail.com; www.agromonitor.vn

2 GIAM SAT THI TRNG & CANH BAO RUI RO
MARKET MONITORING & EARLY RISK SIGNAL

LA GO
Gi la go tun ny tip tc gim
Gi gao xut khu tai Thi Lan v Vit Nam
tun ny nhn chung gim. Tai th trng Vit Nam, sau
mt tun ngh Tt khng c nhiu giao dch, th n tun
ny gi gao 5/25 mc 435-445/395-405 gim khong 5
USD/tn so vi cui tun trc. Tai th trng Thi Lan
gi gao tng khong 10- 15 USD/tn trong tun trc.
Tuy nhin sau khi Vit Nam quay lai th trng, gi gao
Thi gim khong 5 USD/tn xung mc 515-
525/505-510 vi gao 5/25.
Theo hip hi cc nh xut khu Thi th gi gao
5/25/gao ca Thi ngy 01/02 mc 544/539/560,
tng trn 15 USD/tn so vi mc 529/525/529 ngy
18/01.
Gi cc loai la xut khu tun ny gim trong
hai ngy u tun tuy nhin tng nh vo cui tun.
Gi lua IR 50404 u tun mc 5.450 ng/kg, sau
tng 100 ng/kg ln mc 5.550 ng/kg vo ngy
01/02. Gi lua OM 2514; OM 1490 ngy 01/02 cng
tng khong 100 ng/kg so vi u tun ln mc ln
lt 5.750 ng/kg; 5.700 ng/kg. Ring lua thm
Jasmine tng lin tc trong c tun t 6.750 ng/kg
(30/01) ln 7.000 ng/kg (02/02).
So vi tun trc Tt, gi la xut khu trung bnh tun
ny gim t 67 112 ng/kg ty tng loai.
Din bin gi la IR 50404 ti An Giang

Ngun: Agromonitor
Sau nhiu tun gim gi th n tun ny gi gao
nguyn liu lin tc tng. Gao nguyn liu 5/15
mc 7500-7700/7300-7550, tng khong 200- 300
ng/kg so vi hai tun trc. Theo mt s thng nhn
th gi nguyn liu tng l do thi gian ny l cui v
nn ngun cung khng nhiu. Tri lai gi gao thnh
phm nhn chung khng c nhiu bin ng, nhu cu
cng cha nhiu. Trong tun gi gao thnh phm 5/15
mc 8720/8210
Gi la te thng tai ng Thp tun ny gim
950 ng/kg so vi tun trc Tt xung mc 5.750
ng/kg. Tai Tin Giang gi la te thng lai tng 100
ng/kg ln mc 5.700 ng/kg
Gi gao te thng tun ny ng loat tng so vi
tun trc Tt. Tai H Ni gi gao tng 1.500
ng/kg ln mc 15.000 ng/kg. Tai TP HCM, Cn
Th cng tng khong 1.000 ng/kg ln mc 14.000
ng/kg v 11.500 ng/kg.
Theo VFA xut khu t ngy 01/01 n ngy
19/01/2012 at 184.558 tn, tr gi FOB 103,308 triu
USD, tr gi CIF 108,553 triu USD. Xut khu gao i
cc th trng trong 19 ngy u thng 01: chu :
155.328 tn chim 84,16%; chu M: 26.706 tn chim
14,47%; chu Phi 1.671 tn chim 0,91%, cc chu khc
853 tn chim 0,47%.
VT T U VO
PHN BN
Gi ure trong nc gim nh hoc n nh
Gi ure Ph M tai th trng An Giang nhng
ngy cui thng 1/2012 vo u tun ny chng lai tai
mc gi 10.200 ng/kg ca nhng ngy trc tt m
lch 2012. Theo , gi ure Phu M trung bnh thng
1/2012 tai th trng ny at khong 10.350 ng/kg,
gim khong 3,3% so vi gi trung bnh thng 12/2011,
nu so vi gi trung bnh c nm 2011 th ch tng
2%.Gi ure Trung Quc hat trong tai y cng n nh
trong nhng ngy u tun ny tai 9.600 ng/kg.
Tng t, tai th trng H Ni, gi ure Ph M
ngy u thng 2 vn vng vng mc 11.000 ng/kg,
khng i so vi mc gi trong c thng 1/2012.
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2010 2011
La IR 50404
3 GIAM SAT THI TRNG & CANH BAO RUI RO
MARKET MONITORING & EARLY RISK SIGNAL


Gi ure nhp khu u tun ny tai th trng H
Ni: 11.000 ng/kg; tai Cn Th: 11.500 ng/kg.
Trong khi , gi am H Bc tai th trng
min Bc tip tc gim thm 100 ng/kg, xung cn
9.350 ng/kg; tai th trng min Nam at 9.150
ng/kg.
Ngc lai vi ure, tai th trng An Giang, gi
Dap Philipin sau khi kh n nh trong thng 1/2012
tng nh thm 300 ng/kg vo ngy u thng 2, ln
17.500 ng/kg.
Gi Kali tai th trng An Giang bin ng tri
chiu ph thuc vo tng chngloai.

Theo c tnh ca Tng cc Thng k, sn xut
phn bn thng 1/2012 c at khong 361,6 nghn tn.
Trong , phn ha hc: 194,7 nghn tn, gim 0,5% so
vi cng k nm trc; phn h hp N,P,K at 166,9
nghn tn, gim 17,5%. Trong khi , nhp khu phn
bn c at khong 170 nghn tn, cch kh xa so vi
con s c tnh 240 nghn tn t B NN&PTNT.
Theo s liu thng k s b t Tng cc Hi quan, nhp
khu phn bn ca Vit Nam 15 ngy u thng 1/2012
at khong 104,44 nghn tn, kim ngach 43,17 triu
USD.
THC N CHN NUI
Ng CBOT tng kh mnh
Tun trc, ng trn sn Chicago c giao dch
mc kh cao do cc thng nhn tip tc lo ngai hin
tng La Nina ang honh hnh Nam M s lm gim
ngun cung. Vi 4/5 phin tng im, trung bnh c
tun, ng CBOT at 632,12 Uscent/bushel, tng ti hn
5% so vi tun trc . Sang n phin giao dch u
tun ny, ng quay u gim nh khi cc thng nhn
ng loat bn cht li. Phin ngy th 2 (30/1), ng
CBOT ri xung mc 631,6 Uscent/bushel, gim 10
cent/bushel so vi phin giao dch cui tun trc. Tuy
nhin, sang n phin th 3 (31/1), do chu nh hng t
s tng gi ca la m, thm vo l tnh hnh han hn
tai Nam M vn cha c ci thin nn ng CBOT lai
quay u tng tr lai, giao dch mc 639
Uscent/bushel. Tnh trung bnh thng 1/2012, ng CBOT
tng khong 4,9% so vi thng trc v 0,2% so vi
cng k nm trc, at 631,86 Uscent/bushel.
Din bin gi ng Chicago trong 1 nm tr li y
T1/2011-T1/2012 (Uscent/bushel)

Ngun: CME
Gi ng c tc ng h tr ko gi la m tng theo
Chu nh hng lan ta t s gia tng ca gi
ng, tun trc la m CBOT cng c giao dch
mc kh cao. Trung bnh c tun, la m trn sn
Chicago at 638,96 Uscent/bushel, tng ti 6,3% so vi
tun trc . Tuy nhin do cc thng tin v nhu cu kh
m nhat nn t phin giao dch cui tun trc la m
CBOT quay u gim, v tip tc gim trong phin
giao dch u tun ny. Nhng sang n phin ngy th
3 (31/1), nhng thng tin v tnh hnh bng gi nghim
trng ang xy ra tai bin en mt trong nhng va
la m ln ca th gii khin cho cc thng nhn lo
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4 GIAM SAT THI TRNG & CANH BAO RUI RO
MARKET MONITORING & EARLY RISK SIGNAL

ngai ngun cung s st gim ngay lp tc h tr gi
la m CBOT quay u tng ti 21,4 cent/bushel, ln
mc 666 Uscent/bushel.
Nh vy, kt thc thng 1, la m CBOT at
trung bnh 631,49 Uscent/bushel, tng 4,2% so vi thng
12 nm ngoi. y l thng th 2 lin tip la m CBOT
tng gi.
Ti th trng trong nc, sau gn 10 ngy ngh l, th
trng bt u giao dch tr li. Bo gi ng v cc
nh my rc rch tng. Tai min Bc, gi bo v nh
my tng t 200-300 ng/kg, vo khong 6.700-6.800
ng/kg. Cn tai min Trung v min Nam gi tng
khong 100-200 ng/kg, ln 7.000-7.200 ng/kg. Tuy
nhin, theo nhn nh ca mt s doanh nghip, do
lng ng nhp khu v nhiu nn cc nh my vn
ang thu mua kh thn trng vi ngun cung ng trong
nc.
Gi thu mua ng ht theo tun, 2010-2012 (VN/kg)

Ngun: C s d liu gi Agromonitor
CY CNG NGHIP HANG NM
C PH
Gi c ph gim do ng USD mnh ln ng thi
ngun cung ti Brazil tng
ng USD manh ln bi nhng lo ngai v n
cng chu u vn tip tc c xem l yu t ch ao
khin cho gi c ph th gii ng loat st gim ngay
trong phin giao dch u tun. Tai New York, ng
USD manh so vi r tin t v Hy Lap b tc trong vn
m phn n vi cc ch n t nhn, trong khi cc
nh lnh ao chu u vn ang n lc i ph vi
khng hong n gy sc p ln gi c ph Arabica.
Ngoi ra th trng ny ang chu sc p t ngun cung
khi nng dn Braxin bt u bn hng ra th trng sau
thi gian gm hng y gi m khng c kt qu. Tai
th trng London, gi c ph Robusta mt nhiu hn
vi gn 4% gi tr trong tun l Vit Nam ngh Tt v
giao dch din ra trm lng do c bn mua v bn u
khng hi lng v gi, kt qu l giao dch thnh cng t
hn.
Xu hng gim gi ny tip tc c ko di
trong cc ngy giao dch tip theo do ng USD vn tip
tc manh ln sau bo co cho thy nim tin tiu dng v
kinh doanh M gim hn d on, cng vi ni lo n
chu u ngy mt ln. Ngoi ra, mt thng tin v ngun
cung cng tc ng khin th trng khng th bt ph
l bo co pht i t T chc C ph Quc t cho thy
Vit Nam xut chnh thc 1,95 triu bao c ph trong
thng 12/2011, tng 50% so vi thng 11, trong khi
Indonesia cng bt u bc vo v thu hoach mi.
Gi c ph Robusta v Arabica ti th trng New
York, USD/tn

Ngun: CSDL AgroMonitor
Cht phin 01/02 tai sn London, gi c ph
robusta cc k han ng loat mt 17 USD, xp x 0,9%,
trong k han giao thng 3 xung 1.819 USD/tn v
k han giao thng 5 cn 1.848 USD/tn. K han giao
thng 7 cng xung 1.876 USD/tn. Tai sn New
York, gi c ph Arabica k han giao thng 3 gim 0,9
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5 GIAM SAT THI TRNG & CANH BAO RUI RO
MARKET MONITORING & EARLY RISK SIGNAL

cent, chim 0,42%, xung cn 213,65 cent/lb v k han
giao thng 5 cng gim 0,9 cent, chim 0,41%, xung
cn 216,65 cent/lb.
Trung bnh trong tun, gi c ph Robusta tai th
trng London gim 42 USD/tn xung mc
1.873 USD/tn so vi tun trc; gi c ph Arabica tai
New York cng gim 70 USD/tn xung 5.005 USD/tn.
trong nc, gi c ph nhn x cng lin tc
gim trong tun xung 36,4 36,7 triu ng/tn
(02/01). Gi mc tng i thp nn b con cng cha
bn ra at, m ch tc tc nhng h tht s cn tin
mt. Theo cc thng li, cht lng c ph nhn ca
nng dn nm nay tt hn hn do b con u t phi sy
sau thu hoach tt hn nh nm qua c gi. ng thi
lng hng bn ra t pha nng dn vn ch mc cm
chng v b con mun gi cao hn na.
Gi c ph xut khu 02/01 tip tc c gi tr li
30 USD/tn, FOB so vi gi giao thng 3 tai London.
Tnh trung bnh tun, gi c ph vi nhn x tai
th trng Lm ng mc 36.650 ng/kg, gim 1.100
ng/kg so vi mc 37.750 ng/kg tai tun trc Tt.
Gi c ph vi nhn x tai TPHCM cng gim 12
USD/tn xung 1.816 USD/tn FOB. Gi c ph tai Gia
Lai, ak Lak cng gim trn 500 ng/kg xung mc
36.500 ng/kg v 36.700 ng/kg.
Gi c ph vi nhn x ti Lm ng (ng/kg)

Ngun: CSDL AgroMonitor
Theo bo co ca Tng cc Hi quan xut khu
c ph ca Vit Nam 15 ngy u thng 1 at 78.171
tn; tr gi 158,723 triu USD.
Xut khu c ph th gii trong thng 12/2011 gim
Theo bo co ca T chc C ph Quc t
(ICO), xut khu c ph th gii gim 0,7% trong thng
12/2011 so vi cng k nm trc, xung 9,14 triu bao.
Trong thng 12, xut khu c ph arabica ca
Colombia gim hn 22% xung 857.041 bao do ma ln
khin cho hoat ng thu hoach nc ny b nh tr.
Thi tit ma nhiu nm ngoi khin cho sn lng
c ph ca Colombia ch at 7,81 triu bao mc thp
nht trong vng 35 nm, bi qu c ph b ma lm cho
rng nhiu, cng vi nhit m thp l iu kin tt
cc bnh nm v su bnh pht trin.
Braxin, xut khu c ph thng 12 gim 13%
xung 2,96 triu bao, cng do thi tit xu khin sn
lng gim manh hn d on, cng vi gi thp khin
ngi nng dn gm hng lai. B Nng nghip nc ny
cho bit, thi tit ang kh han mt s vng trong khi
lai ma qu nhiu nhng ni khc c th lm tn hai
v ma 2012/13. Cn Vit Nam, xut khu c ph
thng cui nm 2011 lai tng ti 50% ln 1,95 triu bao.
Nguyn nhn l do din tch trng tng, nng sut cao
cng vi nhu cu tin mt ca ngi dn dp Tt Nguyn
n khin h y manh bn ra.
Trong c nm 2011, xut khu c ph th gii
at 66,34 triu bao loai arabica v 37,34 triu bao
robusta, cao hn so vi ln lt 65,09 triu bao v 31,76
triu bao ca nm 2010. Hin Braxin vn ng s 1 v
sn xut v xut khu c ph, tip theo l Vit Nam v
Colombia.
CAO SU
Gi cao su bin ng mnh do ngun cung c d
bo gim v gi du th gii xung mc thp.
Ngay trong phin giao dch u tun gi cao su
trn c hai sn giao dch Tocom v Thng Hi u
gim. Tai sn Tocom gi cao su k han gim 2%
xung mc thp nht trong vng 2 tun tr lai y, theo
chiu hng ca th trng cao su Thng Hi, cng vi
sc p t s suy yu ca th trng du m. Gi gim
cn do cc nh kinh doanh Trung Quc tr lai th
trng sau k ngh Tt Nguyn n di ngy v bn
6 GIAM SAT THI TRNG & CANH BAO RUI RO
MARKET MONITORING & EARLY RISK SIGNAL

thanh l cc hp ng k han Thng Hi. Trong khi
gi cao su physical tai Chu hu ht u khng i
trong ngy u tun nh c h tr bi ngun cung
yu, bt chp gim ca cao su k han tai Tokyo.
Tuy nhin trong ngy giao dch th hai ca tun
gi cao su tai th trng Tokyo v Thng Hi quay
u tng tr lai do c thuc y bi lc sn hng gi re
t pha cc nh u t v ngun cung cao su c d
bo gim. Thi tit kh v ma nhiu tai cc khu vc
trng cao su chnh ca Thi Lan, Indonesia v Malaysia
lm cn tr vic thu hoach m v y cng l nguyn
nhn quan trng khin cho ngun cung st gim, ng
thi l yu t h tr cho gi tng trong ngy tip theo.
Gi tng ko theo cc hoat ng bn ra cht
li, ng thi gi du xung mc thp cng ko gi cao
su gim trong phin cui tun. Cht phin ngy 02/02,
gi cao su k han thng 6; thng 7 tai sn Tocom gim
khong 5,4 yn/kg so vi ngy 02/02 xung mc ln
lt 308,8 yn/kg v 311,1 yn/kg. Tuy nhin mc gi
ny vn cao hn mc gi u tun khong 0,7 yn/kg.
Tai sn Thng Hi, trong phin 02/02 gi cao
su k han thng 5 gim 205 NDT/tn xung mc 27.255
NDT/tn, tuy nhin khi lng giao dch tng 108.342
tn ln mc 978.060 tn.
Trung bnh tun gi cao su RSS3 tai Thi Lan
tng 12 THB/kg ln 126 THB/kg; gi cao su RSS3 tai
Tokyo tng 19 JPY/kg ln 301 JPY/kg.
Tng quan gi cao su RSS3 (FOB Bangkok) ti th
trng Thi Lan, (Baht/kg) v gi du th Brent IPE
ti th trng London (USD/thng)

Ngun: CSDL AgroMonitor
Trn th trng nng lng sau khi C quan
Thng tin v Nng lng thuc B Nng lng M cng
b bo co d tr du th ca nc ny tng 4,18 triu
thng ln 338,9 triu thng trong tun trc ko gi
du xung thp nht 6 tun v nhu cu M yu nht
trong 12 nm. ng ca phin ngy 01/2, gi du th
WTI giao thng 3 trn sn Nymex gim 87 cent cn
97,61 USD/thng thp nht k t ngy 20/1.
Ti th trng trong nc sau thi gian ngh
Tt di, gi cao su SVR ng lot tng trong ngy
cui cng ca thng 1. Cht phin 31/01, gi cao su
SVR CV v SVRL mua vo mc ln lt 79.800
ng/kg v 76.000 ng/kg tng 4.000 ng/kg so vi
phin ngy 20/01. C mc tng thp hn l cao su
SVR10 v SVR 20 vi mc tng 1.400 ng/kg so vi
phin 20/01 ln ln lt 75.200 ng/kg v 75.100
ng/kg.
Trung bnh tun gi m nc cao su tai Bnh
Phc gim 960 ng/kg xung 17.120ng/kg so vi
tun trc tt.
Theo s liu ca Tng cc Hi quan, xut khu
cao su 15 ngy u thng 1 at 51.975 tn tr gi
147,462 triu USD.
IU
Xut khu ht iu thng 1/2012 c t 12 nghn tn
tr gi 98 triu USD.
Theo B NN &PTNN xut khu hat iu thng 1
c at 12 nghn tn vi gi tr 98 triu USD, gim 12%
v khi lng cn gi tr xp x cng k nm 2011. Mc
d Vit Nam vt qua n tr thnh nc xut
khu ng u th gii, nhng v tr ny cn bp bnh
do ngnh iu cn thiu nhng c s pht trin trong
tng lai nh ngun lao ng v nguyn liu n nh,
ngoi ra m bo an ton v sinh thc phm cng l mt
trong nhng vn ngnh iu Vit Nam gi vng
uy tn v v th ca mnh trn th trng th gii. Theo
s liu ca Tng cc Hi quan th xut khu hat iu 15
ngy u thng 1 at 6.294 tn, tr gi 48,825 triu USD.
Trung bnh tun gi iu th tai Bnh Phc
gim 1.000 ng/kg xung 29.000 ng/kg ; gi hat iu
7 GIAM SAT THI TRNG & CANH BAO RUI RO
MARKET MONITORING & EARLY RISK SIGNAL

ti thu mua tai Bnh Phc ngy 03/02 mc 20.000
ng/kg.
Gi iu th ti th trng ng Nai, (Vnd/kg)

Ngun: CSDL AgroMonitor
Ti n , cc nh my iu pha ng v
ng Bc ang phi i mt vi tnh trng thiu iu
th. pha ty, mt s doanh nhn bn lai s hat nhp
khu cng nhng c s x l iu quy m va tch
lng d tr cho nhu cu quy m nh sp ti, tuy nhin
vn cha c ng thi r rt no t ngi mua do lng
hat t ma trc ca Ty Phi c cht lng khng cao,
cng nh u ra cho hat hin nay khng thun li. Gi
tri cy kh tng cao tai Rawalpindi, do nhu cu tng v
doanh s cao. Gi tng cao y tri cy kh ra khi
danh mc mua sm ca nhng gia nh thu nhp thp.
CH
Xut khu ch thng 1 t 10 nghn tn, tr gi 15
triu USD
Trong nm 2011, cng vi xu hng tng gi
chung ca cc mt hng nng sn, gi ch xut khu
bnh qun at 1.520 USD/tn, bng gi k lc ca nm
2008, tng 3,5% so vi cng k nm 2010. Hin gi ch
xut khu ca Vit Nam ch bng khong 70% bnh qun
gi th gii. Nhng nm trc, gi ch bng 50%.
Trong nm 2012, B NNPTNT yu cu Cc
Trng trt ch tr r sot quy hoach v ch ao cc a
phng thc hin, c k hoach trng mi, ci tao cc
vn ch c bng ging mi c nng sut, cht lng v
hiu qu cao; y manh vic p dng cc tiu chun tin
tin trong sn xut, phn u n nm 2015 c t nht
50% din tch ch c cp chng ch.
Tai Thi Nguyn gi bn le ch xanh bup kh
s ch loai I mc 250.000 ng/kg; ch xanh cht
lng cao c gi 300.000 ng/kg.
Theo bo co ca B NN & PTNN xut khu
ch thng 1/2012 c tnh t 10 ngn tn vi kim
ngch l 15 triu USD gim 11,1% v khi lng v
9,1% v gi tr so vi cng k. Cn theo s liu ca tng
cc Hi quan th xut khu ch 15 ngy u thng 1 at
5.803 tn, tr gi 9.066 nghn USD.
Gi ch bp ti ti th trng Lm ng theo tun
t nm 2010 n 2012, (Vnd/kg)

Ngun: CSDL AgroMonitor
Nm 2012 c xem l nm khi u cho
chng trnh V sn phm tr an ton, sn xut c trch
nhim, va c ngnh ch pht ng. Nm nay ngnh
ch s khng ly s lng xut khu l mc tiu m s
quan tm nhiu hn n gi tr thc s m ngi dn
trng ch v doanh nghip c th thu c thng qua
hoat ng xut khu. Thi gian ti ngnh ch cn phi
thc hin cc gii php ng b nhm nng cao gi tr
gia tng ca sn phm ch Vit Nam. Phn u trong
vng 5 nm ti (2011-2015) n nh din tch 130
ngn ha, vi mc tng trng sn lng 6%/nm, a
kim ngach xut khu tng t nht 2 ln so vi hin nay.
K hoach nm 2012, xut khu ch at 135.000 tn, gi
tr 220 triu USD. n nm 2015, sn lng ch bp
ti at 1,2 triu tn, sn lng ch bup kh at 260.000
4000
4500
5000
5500
6000
6500
7000
7500
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2010 2011 2012
Lm ng (Ch bup ti, /kg)
8 GIAM SAT THI TRNG & CANH BAO RUI RO
MARKET MONITORING & EARLY RISK SIGNAL

tn, trong xut khu 200.000 tn, at kim ngach xut
khu 440 triu USD, gi xut khu bng vi gi bnh
qun ca th gii (2.200 USD/tn).
at c nhng mc tiu ny ngnh ch cn
cn c vo nhu cu th trng, khn trng c cu lai v
a dang ha sn phm. Trong , tp trung u t mi
v nng cp cc nh my ch bin theo hng hin ai,
sn xut cc sn phm c gi tr gia tng cao cng nh t
chc lai sn xut theo hng gn kt cht ch gia ngi
trng ch vi cc doanh nghip ch bin v tiu th
nng cao hiu qu sn xut kinh doanh, pht trin n
nh, tng thu nhp cho ngi trng ch. V th trng
xut khu, cc doanh nghip cn ch ng hn na trong
vic khai ph th trng mi. i vi cc doanh nghip
cng c chung mt th trng xut khu cn c s lin
kt v hp tc cht ch, nht l yu t v gi.
MA NG
Gi ng tun ny gim do ng USD mnh ln
Gi ng trn c hai th trng ch cht New
York v London lin tc st gim trong cc phin
giao dch tun ny do ng USD manh ln so vi r tin
t bi nhng b tc trong gii quyt n cng chu u.
Ngoi ra, vic gi khng gi ni ngng khng c 24
cent/lb cng lm cho cc nh u t ri khi th trng.
Gi ng quay u i xung k t khi iu
kin thi tit tai cc khu vc trng ma ng chnh ca
Brazil gp nhiu thun li cng vi ngun tin n
tng xut khu. Gi ng gim cn do s hi phc
manh ca th trng gn y kch thch lng bn ra
t pha cc nh sn xut, iu ny khin cho thng d
ton cu tng ln v ko ha gi.
Cht phin giao dch 02/02, tai New York gi
ng th hp ng giao thng 03/2012 gim xung
mc 23,48 cent/lb. So vi ngy hm trc gi gim
0,11 cent/lb; cn so vi phin cui tun trc gi
gim 0,73 cent/lb. Gi k han thng 05/2012 cng gim
0,17 cent/lb so vi ngy 27/01 xung mc 22,9 cent/lb.
Theo gi ng trng hp ng giao thng 03/2012
cng xung mc 629,7 USD/tn (ngy 01/02).
Trung bnh tun ny, gi ng tinh luyn tai th
trng London tng 3 USD/tn so vi tun trc Tt ln
mc 631 USD/tn; gi ng th New York tng 13
USD so vi tun trc ln mc 530 USD/tn.
Gi ng tinh luyn ti th trng London v
ng th ti th trng New York, (USD/tn)

Ngun: CSDL AgroMonitor
Theo B NN&PTNT, lng ng cc nh
my bn ra t 15/12/2011 n ngy 15/01/2012 l
158.100.100 tn, thp hn cng k nm trc 7.300
tn. Lng ng tn tai kho cc nh my n
15/01/2012 l 151.000 tn, cao hn cng k nm trc
5.600 tn. Gi bn ng t 15/12/2011-15/01/2012 tip
tc gim thm trn 1.000 /kg so vi cng k thng
trc. Hin nay, gi bn ng trng loai I c thu
VAT tai kho nh my t 16.300 /kg n 17.700 /kg.
Gi mua ma 10CCS tai rung ca nh my vn n nh
t 900.000 n 1.200.000 /tn.
Tnh n 15/01/2012, ton b 38 nh my ng
i vo sn xut, lng ma p c l 5,331 triu
tn ma, sn xut c 461.100 tn ng. So vi cng
k nm trc, lng ma p tng 331.000 tn, lng
ng sn xut tng 48.500 tn.
Trung bnh tun gi ng tai H Ni, Nng,
TP HCM u tng ln lt 667 ng/kg; 333 ng/kg;
1.667 ng/kg ln mc 25.667 ng/kg; 24.333 ng/kg;
26.667 ng/kg so vi tun trc Tt.



400
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2011 2012
ng tinh luyn (Lun n) ng th (New York)
9 GIAM SAT THI TRNG & CANH BAO RUI RO
MARKET MONITORING & EARLY RISK SIGNAL

Gi ng RE ti mt s a phng, (Vnd/kg)

Ngun: CSDL AgroMonitor
HT TIU
Th trng tiu tip tc suy gim
Th trng tiu th gii ang trong giai oan
thiu vng khch bn ln khch mua khi nhiu nc sn
xut v tiu th tiu ln trn th gii nh Vit Nam v
Trung Quc va tri qua k ngh l quan trng nht ca
nm.
Cht phin giao dch ngy 1/2/2012, gi tiu k
han thng 2, thng 3 v thng 4/2012 trn sn NCDEX
u i xung, gim ln lt 175 Rupi/ta, 125 Rupi/ta v
60 Rupi/ta cn 29.300 Rupi/ta, 29.655 Rupi/ta v 30.100
Rupi/ta.
Theo cc nh phn tch th trng tiu k han,
gi sn gim manh ch yu l do k thut v ng Rupi
manh ln so vi ng USD, trong khi th trng giao
ngay ang sit gi gi mc cao c li cho ngi
trng tiu n bi th trng tiu K han th gii giao
dch chnh thc bng ng Rupi ca n .
C cng xu hng vi th trng k han, gi
tiu giao ngay cng mt 100 rupi/ta cn 29,700 Rupi/ta
(tiu x) v 31.200 Rupi/ta (tiu MG 1).
Gi tiu xut khu ca n trn th trng th
gii vo ngy 1/2/2012 cng gim xung cn 6.400
USD/tn (c&f) tai th trng Chu u v khong 6.700
USD/tn tai th trng Hoa K.
Tai Vit Nam, vo ngy 1/2, gi tiu x en v
mi tai th trng B Ra Vng Tu giao dch mc
115.000-116.000 ng/kg.
Ngi trng tiu tai B Ra-Vng Tu cho bit,
chc chn nng sut tiu nm nay st gim kh ln
nhng cha a ra c con s c lng c th. Hin
nay Ty Nguyn c mt s vng trng tiu ging chn
sm, m b con quen gi l ging tiu Qung hay tiu
n , cng sp chun b thu hoach trong thng 2 ny.
Tuy s lng khng c nhiu nhng cng giup lm
gim bt sc p ln ngun cung.
Gi tiu en trong nc tai mt s thnh ph ln
nh H Ni v thnh ph H Ch Minh ng mc cao
vo khong 186,000/kg v 176,000/kg; trong khi , tai
Bnh Phc, gi tiu ch at 110,000/kg.
Din bin gi tiu en bn l ng Nai, ng/kg

Ngun: CSDL AgroMonitor
Theo d bo ca Cng ng hat tiu quc t
(International Pepper Community-IPC) sn xut hat tiu
th gii nm 2012 s ch tng 21.755 tn (tng 7,3% so
vi nm 2011), at 320.155 tn, trong khi tiu th hat
tiu th gii d kin s tng 7.550 tn, at mc 371.000
tn. Nh vy lng hat tiu th gii s thiu khong
51.000 tn.
B Nng nghip v Pht trin nng thn d bo
xut khu hat tiu c nc nm 2012 s at gn 86.000
tn, thu v gn 619 triu la, gim 30% v lng
nhng ch gim 16% v gi so vi nm 2011. Trong khi
, cng theo c quan ny, xut khu tiu ca Vit Nam
20000
21000
22000
23000
24000
25000
26000
27000
28000
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2011 2012
H Ni Nng TP HCM
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2011 2012
Tiu en bn l ng Nai
10 GIAM SAT THI TRNG & CANH BAO RUI RO
MARKET MONITORING & EARLY RISK SIGNAL

trong thng 1 c at 4 ngn tn, kim ngach at 30 triu
USD, gim 15,7% v lng nhng nh gi hat tiu vn
duy tr mc cao nn kim ngach tng 29,1% so vi cng
k nm trc.
Xut khu tiu ca Vit Nam nm 2011 tng mnh
73,8% v kim ngch nhng vn khng hon thnh k
hoch ra
Theo s liu chnh thc ca Tng cc Hi quan
Vit Nam cng b ngy 19/1/2012, trong thng 12, Vit
Nam xut khu c 3.282 tn hat tiu cc loai, thu v
25,430 triu USD, gim 24,6% v lng v 22,6% v
kim ngach so vi thng trc. Ly k xut khu hat tiu
trong c nm 2011 at 123.808 tn, tr gi gn 732,213
triu USD, tng nh 5,9% v lng nhng tng manh ti
73,8% v kim ngach so vi cng k nm trc. Tuy vy,
xut khu tiu ca Vit Nam trong nm 2011 ch at
88,4% so vi k hoach ra.
CHN NUI VA THY SN
CHN NUI
Tun sau Tt Nguyn n, gi tht ln bn l tng
mnh ti tt c cc th trng.
Gi bn le tht ln hi (heo hi) tai cc th
trng tun ny tng kh manh so vi tun trc Tt,
vi mc tng manh nht 5.500 ng/kg, ln mc 65.500
ng/kg i vi th trng H Ni. TP Ch Minh hin l
th trng c gi bn le tht ln hi cao nht trong 4 th
trng khi tng 2.000 ng/kg, ln 67.000 ng/kg. Tai
th trng Cn Th v Nng gi tng 1.500 2.000
ng/kg, ln mc 59.500 v 62.000 ng/kg. So snh
mc chnh gi ln hi tun trc v sau Tt ca nm
2011 v nm 2012 cho thy, chnh lch gi ln hi nm
nay thp hn so vi nm ngoi vi 3 th trng Cn Th,
Nng v TP H Ch Minh khi mc tng nm ngoi
mc 2.500-3.500 ng/kg. Ch ring, tai th trng H
Ni at mc tng cao hn vi mc tng ca nm ngoi
l 3.500 ng/kg.


Din bin gi ln hi trn 80 kg trn th trng
(VND/kg)

Ngun: CSDL AgroMonitor
C mc tng manh hn so vi gi tht ln hi,
gi tht ln mng sn tun tng kh manh tai cc th
trng. C cng mc tng 15.000 ng/kg, gi bn le
tht ln mng sn tai TP H Ch Minh, H Ni v Cn
Th hin mc 130.000, 125.000 v 110.000 ng/kg.
Tai th trng Nng gi tng 10.000 ng/kg, ln
mc 110.000 ng/kg. So vi mc tng thi im trc
Tt nm ngoi, gi bn le tht ln mng sn tai cc th
trng u at mc cao, c bit l th trng Tp H Ch
Minh tng gp 10 ln mc tng ca nm 2011, th trng
H Ni tng gp 3 ln.
Din bin gi ln tht ln mng sn trn th trng
(VND/kg)

Ngun: CSDL AgroMonitor
45000
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Cn Th Nng
H Ni Tp H Ch Minh
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Cn Th Nng
H Ni Tp H Ch Minh
11 GIAM SAT THI TRNG & CANH BAO RUI RO
MARKET MONITORING & EARLY RISK SIGNAL

Nhp khu tht gia cm v sn phm ph gia cm ca
Vit Nam nm 2011 tng 37,56% so vi nm 2010.
Theo s liu t Tng cc Hi quan, kim ngach
nhp khu tht gia cm v sn phm ph gia cm ca
Vit Nam trong nm 2011 at 95,31 triu USD, tng
37,56% so vi nm 2010 (tng ng tng 26,03 triu
USD). Trong , M l th trng xut khu tht gia cm
v ph phm gia cm ln nht sang Vit Nam trong nm
2011 vi 74,34 triu USD, tng 33,5% so vi nm 2010.
ng th 2 l Braxin vi kim ngach at 10,05 triu USD
tng manh so vi nm trc 85,4%, tip theo l Hn
Quc at 7,33 triu USD, tng 53,1%. Nh vy, nhp
khu tht gia cm v ph phm gia cm ca Vit Nam t
3 th trng ln nht chim ti 96,2% tng kim ngach
nhp khu t cc th trng trong nm 2011.
Kim ngch nhp khu tht gia cm v ph phm gia
cm ca Vit Nam nm 2010-2011 (USD)

Ngun: AgroMonitor, Tng hp t s liu ca Tng cc
Hi quan
THY SN
Th trng sau Tt si ng, gi c tra tng khong
500 ng/kg so vi trc Tt
Th trng si ng, gi c tra c s nhch tng
so vi tun trc Tt. Theo S NNPTNT An Giang, gi
c tra tht trng trong cc ngy t 30/1 3/2 mc
26.000 27.000 ng/kg, tht vng mc 23.500
25.000 ng/kg, u tng khong 500 ng/kg so vi
tun cn Tt. Tuy vy gi c tra hin nay ang thp hn
mc nh im cui thng 11/2011 khong 2.000
ng/kg.
Theo mt thng li chuyn thu mua c tra
nguyn liu cho cc doanh nghip ch bin c tra tai th
trng An Giang, hin c tra nguyn liu at tiu chun
xut khu (0,8 - 0,9 kg/con, tht trng) c gi 26.000 -
26.500 ng/kg i vi trng hp nh my tr chm 1
thng; t 25.000 - 25.500 ng/kg i vi trng hp
bn tin mt, tc thp hn so vi bn thiu 1.000
ng/kg. Ring i vi c tra c cht lng tht xu hn
(tht vng, tht ), qu la th dao ng quanh mc
gi 23.000 - 25.500 ng/kg (ty thuc vo hnh thc
thanh ton).
Xu hng gi c tra nguyn liu ti An Giang
(ng/kg)

Ngun: AgroMonitor
Lng xut khu c tra sang EU nm 2011 suy gim
11,8%
Hoat ng thng mai c tra vi khu vc EU
suy gim trong giai oan cui nm 2011 do tc ng xu
t cuc khng hong n cng. Theo s liu ca Tng
cc Hi quan, tr gi xut khu c tra sang khu vc ny
trong thng 12 tuy tng 4,6% so vi thng trc nhng
cng ch at gn 40 triu USD, gim manh 20,3% so vi
cng k nm 2010. Vi kt qu ny, tr gi xut khu c
nm 2011 sang EU vn tng 6,2% so vi nm 2010, at
536,5 triu USD, chim 29% tng tr gi nhp khu c
tra nm 2011. Tuy vy, lng xut khu sang EU ch at
gn 198 triu USD, gim 11,8% so cng k.
-
2,000,000
4,000,000
6,000,000
8,000,000
10,000,000
12,000,000
14,000,000
16,000,000
1 2 3 4 5 6 7 8 9 101112 1 2 3 4 5 6 7 8 9 101112
2010 2011
20,000
22,000
24,000
26,000
28,000
30,000
3
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2
2
1
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0
3
1
8
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4
1
6
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5
1
3
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0
6
1
1
/
7
1
0
/
8
6
/
9
5
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1
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1
1
2
9
/
1
1
2
7
/
1
2
1
/
2
Loai tht trng Loai tht vng
12 GIAM SAT THI TRNG & CANH BAO RUI RO
MARKET MONITORING & EARLY RISK SIGNAL

Gi tm s n nh v gim nh do sc p v ngun
cung gim xung sau t ngh Tt di ngy
Th trng tm s nguyn liu sau Tt c
gi n nh so vi thi im trc dp l quan trng ny.
Qung thi gian ngh l di ngy giup gim sc p
i vi ngun cung nguyn liu. Tai C Mau, gi tm s
c gi kh n nh, c th loai 20 con/kg
235.000/kg, 30 con/kg 185.000 /kg, 40 con/kg
150.000/kg. Cc mc gi trn gim khong 5.000 ng
so vi tun u tin ca nm dng lch 2012.
Tai Bac Liu, gi tm s ch iu chnh gim
nh 3.000 ng/kg i vi c 40, cn lai khng thay i
so vi tun cn Tt. C th, gi cc c 20, 30, 40 ln lt
mc 250.000, 195.000 v 160.000 ng/kg
Din bin gi tm s ti Bc Liu (ng/kg)

Ngun: AgroMonitor
i vi tm the, sau 2 tun lin tip gim gi
vi bin gim khong 2.000 ng/kg mi tun, trn
hu ht cc kch c, gi tm tun ny lai quay v mc
tng i cao ca tun u thng 1/2012, tc l tng
4.000 ng/kg so vi tun cn tt. Tham kho gi tm
the chn trng cc c tai nh my ca Minh Ph tun
ny nh sau: C 100 gi 85.000 ng/kg, 90 gi 94.000
ng/kg, 80 gi 101.000 ng/kg, 70 gi 102.000 /kg,
60 gi 104.000 /kg, 50 gi 105.000 /kg, 40 gi
129.000 /kg. Nhu cu quc t i vi tm the hin vn
ang cao v nhiu kh nng loai tm ny s c bit ht
hng trong nm 2012.




























80,000
130,000
180,000
230,000
280,000
7
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7
/
3
6
/
5
1
7
/
6
4
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8
2
3
/
9
1
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3
0
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6
/
2
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7

1
4
/
9
2
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1
1
2
0
/
1
2
2010 2011 2012
Loai 20 con/kg Loai 30 con/kg
Loai 40 con/kg
13 GIAM SAT THI TRNG & CANH BAO RUI RO
MARKET MONITORING & EARLY RISK SIGNAL

PH LC

Ph lc 1: Din bin gi nng sn trong tun

1. Th trng la go trong tun

Ngun: CSDL Agromonitor

2. Th trng phn bn


3. Th trng c ph

Ngun: CSDL Agromonitor



Mt hng/ Th trng n v
Tun 5 (30/1-
03/02/2012)
Tun 5 so vi
tun 3 nm
2012
Tun 5 nm 2012
so vi gi thng
1/2012
Tun 5 nm
2012 so vi gi
nm 2011
Lua te (ng Thp)
Vnd/kg 5,750 -14.8% -12.9% -8.0%
Lua te (Tin Giang) Vnd/kg 5,700 1.8% -4.2% -17.2%
La IR 50404 (An Giang) Vnd/kg 5,520 -0.8% -4.5% -11.7%
Gao te ( Nng) Vnd/kg 12,833 6.9% 3.9% 5.2%
Gao te (H Ni) Vnd/kg 14,667 8.6% 6.4% 6.0%
Gao te (Tp HCM) Vnd/kg 13,667 5.1% 4.0% 4.7%
Gao 5% tm XK (Thi Lan) USD/tn 537 2.5% 0.8% 0.2%
Gao 25% tm XK (Thi Lan) USD/tn 520 1.0% 0.8% 3.6%
Gao 5% tm XK (Vit Nam) USD/tn 462 -0.6% -2.1% -9.8%
Gao 25% tm XK (Vit Nam) USD/tn 438 -0.2% -1.1% -8.0%
Mt hng/ Th trng n v
Tun 5 (30/1-
03/02/2012)
Tun 5 so vi
tun 3 nm
2012
Tun 5 nm 2012
so vi gi thng
1/2012
Tun 5 nm
2012 so vi gi
nm 2011
Ure Trung Quc ( Nng) Vnd/Kg 10,750 2.4% 1.6% 12.9%
Ure Phu M (An Giang) Vnd/Kg 10,150 -0.5% -1.9% -0.3%
Dap Philipin (Cn Th) Vnd/Kg 16,000 1.3% -0.9% 2.6%
Dap Philipin (TPHCM) Vnd/Kg 16,200 1.3% 0.2% 2.2%
Mt hng/ Th trng n v
Tun 5 (30/1-
03/02/2012)
Tun 5 so vi
tun 3 nm
2012
Tun 5 nm 2012
so vi gi thng
1/2012
Tun 5 nm
2012 so vi gi
nm 2011
C ph vi nhn x XK (c Lc) (FOB) Vnd/Kg 36,700 -1.5% -2.0% -18.1%
C ph vi nhn x XK (Lm ng) (FOB) Vnd/Kg 36,650 -2.9% -2.3% -18.0%
Gi c ph robusta tai Lun n
USD/tn
1,852
0.2% 1.5% -16.7%
14 GIAM SAT THI TRNG & CANH BAO RUI RO
MARKET MONITORING & EARLY RISK SIGNAL

4. Th trng tht thc phm


Ngun: CSDL Agromonitor

5. Thc n chn nui

Ngun: CSDL Agromonitor

















Mt hng/ Th trng n v
Tun 5 (30/1-
03/02/2012)
Tun 5 so vi
tun 3 nm
2012
Tun 5 nm 2012
so vi gi thng
1/2012
Tun 5 nm
2012 so vi gi
nm 2011
Tht ln hi trn 80kg (Cn Th) Vnd/Kg 59,500 2.6% 1.8% 18.5%
Tht ln hi trn 80 kg (TPHCM) Vnd/Kg 67,000 3.1% 3.3% 19.9%
Tht ln hi trn 80kg (H Ni) Vnd/Kg 65,500 9.2% 4.9% 12.6%
Tht ln mng sn (H Ni) Vnd/Kg 125,000 13.6% 6.1% 29.3%
Tht b i ( Nng) Vnd/Kg 234,000 30.0% 24.8% 44.0%
Tht b i (TPHCM) Vnd/Kg 250,000 31.6% 27.7% 48.0%
Mt hng/ Th trng n v
Tun 5 (30/1-
03/02/2012)
Tun 5 so vi
tun 3 nm
2012
Tun 5 nm 2012
so vi gi thng
1/2012
Tun 5 nm
2012 so vi gi
nm 2011
Cm gao (An Giang) Vnd/Kg 6,775 5.0% 2.9% 14.2%
u tng (Th trng k han Chicago) Uscent/Bushel 1,205 1.4% -0.2% -8.5%
Ng (Th trng k han Chicago) Uscent/Bushel 639 6.1% 1.1% -5.7%
15 GIAM SAT THI TRNG & CANH BAO RUI RO
MARKET MONITORING & EARLY RISK SIGNAL

Ph lc 2: Xut nhp khu cc mt hng nng sn

1. Kim ngch xut nhp khu

Ngun: Agromonitor tng hp t Tng cc Thng k

2. Lng xut nhp khu


Ngun: Agromonitor tng hp t Tng cc Thng k







Kim ngch Ngnh hng n v Thng
12/2011
Thng
1/2012
Thng 1/2012 so
vi thng 1 nm
2011
C nm
2011
Gao Triu USD 193 145 51.8% 3,657
C ph Triu USD 325 265 64.2% 2,752
Cao su Triu USD 335 230 70.6% 3,235
H tiu Triu USD 25 35 152.2% 732
Ch Triu USD 20 15 96.6% 204
Hat iu Triu USD 135 93 96.0% 1,473
Thy sn Triu USD 581 350 82.0% 6,112
Phn bn Triu USD 136 70 66.4% 1,779
Lua m Triu USD 82 80 209.9% 811
Thc n gia suc v NPL Triu USD 293 150 60.0% 2,373
Thuc tr su v nguyn liu Triu USD 68 50 102.0% 640
Xut khu
Nhp khu
Lng Ngnh hng n v Thng
12/2011
Thng
1/2012
Thng 1/2012 so
vi thng 1 nm
2011
C n m
2011
Gao Nghn tn 325 250 46.6% 7112
C ph Nghn tn 156 130 60.5% 1256
Cao su Nghn tn 111 80 108.1% 817
H tiu Nghn tn 3 5 100.0% 124
Ch Nghn tn 13 10 90.9% 134
Hat iu Nghn tn 17 12 85.7% 178
Phn bn Nghn tn 309 170 61.2% 4255
Lua m Nghn tn 276 250 223.2% 2421
Xut khu
Nhp khu
16 GIAM SAT THI TRNG & CANH BAO RUI RO
MARKET MONITORING & EARLY RISK SIGNAL

3. Gi xut nhp khu trung bnh


Ngun: Agromonitor tng hp t Tng cc Thng k
Kim ngch Ngnh hng n v Gi TB
thng
12/2011
Gi TB
thng
1/2012
Thng 1/2012 so
vi thng 1/2011
Gi TB c
nm 2011
Gao USD/tn 594 580 111.16% 514
C ph USD/tn 2083 2038 106.12% 2191
Cao su USD/tn 3018 2875 65.31% 3961
H tiu USD/tn 8333 7000 152.20% 5914
Ch USD/tn 1538 1500 106.27% 1523
Hat iu USD/tn 7941 7750 112.02% 8255
Phn bn USD/tn 440 412 108.50% 418
Lua m USD/tn 297 320 94.04% 335
Xut khu
Nhp khu
17 GIAM SAT THI TRNG & CANH BAO RUI RO
MARKET MONITORING & EARLY RISK SIGNAL

Ph lc 3: th kim ngch xut nhp khu cc mt
hng nng sn
1. Kim ngch xut khu go theo thng, t thng
1/2010-1/2012, Triu USD


2.Kim ngch xut khu c ph theo thng, t thng
1/2010-1/2012, Triu USD
















3.Kim ngch xut khu ch theo thng, t thng
1/2010-1/2012, Triu USD


4.Kim ngch xut khu ht tiu theo thng t thng
1/2010-1/2012, Triu USD

Ngun: Agromonitor tng hp t Tng cc Thng k











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18 GIAM SAT THI TRNG & CANH BAO RUI RO
MARKET MONITORING & EARLY RISK SIGNAL

5.Kim ngch xut khu ht iu theo thng, t thng
1/2010-1/2012, Triu USD


6.Kim ngch xut khu cao su theo thng, t thng
01/2010-12/2011, Triu USD.


7.Kim ngch xut khu thy sn ca Vit Nam theo
thng, t thng 01/2010-1/2012, Triu USD

8.Kim ngch nhp khu phn bn ca Vit Nam theo
thng, t thng 1/2010-1/2012, Triu USD


9.Kim ngch nhp khu thc n gia sc v nguyn
liu theo thng, t thng 1/2010-1/2012, Triu USD

Ngun: Agromonitor tng hp t Tng cc Thng k








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