Số lượng đơn đặt hàng xuất khẩu mới giảm mạnh nhất trong hơn hai năm

Tổng số lượng đơn đặt hàng mới giảm khi số lượng đơn đặt hàng mới từ
nước ngoài giảm nhanh
Việc làm và hoạt động mua hàng giảm
Chi phí đầu vào và giá cả đầu ra tăng nhẹ

Công ty nghiên cứu thị trường Cimigo Việt Nam đã thu thập chỉ số PMI Việt Nam – chỉ số nhà quản lý mua hàng ngành sản xuất từ năm 2013. Chỉ số PMI Việt Nam được S&P Global tổng hợp từ các câu trả lời cho bảng câu hỏi hàng tháng được gửi tới các nhà quản lý mua hàng trong một nhóm gồm khoảng 400 nhà sản xuất.

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Kết quả PMI Việt Nam

Các nhà sản xuất Việt Nam tiếp tục đối mặt với tình trạng nhu cầu yếu kém trong tháng 6. Điều này đặc biệt đúng với lĩnh vực xuất khẩu khi các thành viên nhóm khảo sát cho biết thuế quan của Mỹ đã khiến số lượng đơn đặt hàng mới từ nước ngoài giảm mạnh. Với số lượng đơn đặt hàng mới giảm, các công ty đã giảm số lượng việc làm, hoạt động mua hàng và hàng tồn kho. Tuy nhiên, sản lượng ngành sản xuất tiếp tục tăng nhẹ, trong khi niềm tin kinh doanh đã tăng.

Về khía cạnh giá cả, chi phí đầu vào tăng nhẹ sau khi giảm vào tháng 5, từ đó khiến giá bán hàng tăng lần đầu tiên kể từ đầu năm 2025 đến nay. Chỉ số Nhà Quản trị Mua hàng – Purchasing Managers’ Index™ (PMI®) ngành Sản xuất Việt Nam của S&P Global đã giảm xuống mức 48,9 điểm trong tháng 6 so với 49,8 của tháng 5, cho thấy chỉ số này nằm dưới ngưỡng 50 điểm tháng thứ ba liên tiếp và báo hiệu sự suy giảm nhẹ của các điều kiện kinh doanh vào thời điểm sắp hết nửa đầu năm.

Điểm trọng tâm của tình trạng xấu đi lần này của sức khỏe tổng thể ngành sản xuất là sự giảm sút số lượng đơn đặt hàng mới lần thứ ba liên tiếp. Số lượng đơn đặt hàng mới giảm nhẹ trong tháng 6, nhưng tốc độ giảm là nhanh hơn so với tháng 5.

Nhu cầu giảm đặt biệt mạnh ở các thị trường xuất khẩu khi số lượng đơn đặt hàng mới từ nước ngoài giảm với mức độ lớn hơn nhiều so với tổng số đơn đặt hàng mới. Trên thực tế, tốc độ giảm số lượng đơn đặt hàng xuất khẩu mới là một trong hai mức nhanh nhất kể từ tháng 9/2021, tương đương với mức của tháng 5/2023. Một số người trả lời khảo sát cho biết thuế quan của Mỹ là nguyên nhân dẫn đến giảm số lượng đơn đặt hàng xuất khẩu mới.

Tổng số lượng đơn đặt hàng mới giảm đã khiến việc làm, hoạt động mua hàng và hàng tồn kho giảm trong tháng 6. Số lượng nhân công giảm tháng thứ chín liên tiếp, và tốc độ giảm là đáng kể và là nhanh hơn nhiều so với tháng 5. Các công ty vẫn có thể giảm lượng công việc tồn đọng, và mức độ giảm là mạnh. Sự sụt giảm nhẹ trong hoạt động mua sắm vào tháng 6 sau khi tăng với mức tương tự vào tháng 5, và đây là lần giảm thứ ba trong bốn tháng qua.

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Tồn kho cả hàng mua và hàng thành phẩm đã giảm mạnh hơn vào cuối quý hai, với tốc độ giảm là đáng kể nhất trong lần lượt là chín và năm tháng. Mặc dù nhu cầu đang yếu, các nhà sản xuất vẫn tiếp tục tăng sản lượng trong tháng 6. Sản lượng đã tăng tháng thứ hai liên tiếp, mặc dù chỉ là tăng nhẹ và tốc độ tăng là chậm hơn so với tháng 5.

Chi phí đầu vào tăng trong tháng 6 sau khi giảm lần đầu trong gần hai năm trong tháng 5. Tuy nhiên, tốc độ tăng giá chỉ là nhẹ và yếu hơn so với mức trung bình của lịch sử khảo sát. Ở những nơi chi phí đầu vào tăng, các thành viên nhóm khảo sát cho rằng nguyên nhân là do tình trạng khan hiếm nguyên vật liệu và sự giảm giá của tiền đồng so với đô la Mỹ.

Tình trạng khan hiếm nguồn cung cũng góp phần làm kéo dài thời gian giao hàng của nhà cung cấp, và tình trạng thời tiết xấu và sự chậm chễ trong khâu vận tải cũng nằm trong số những nhân tố khiến thời gian giao hàng dài hơn. Hiệu suất hoạt động của người bán hàng suy giảm mạnh, và mức độ suy giảm là lớn nhất kể từ tháng 2.

Chi phí đầu vào tăng trở lại đã khiến các nhà sản xuất phải tăng giá cả đầu ra, từ đó kết thúc chuỗi giảm kéo dài năm tháng. Tuy nhiên, tốc độ tăng giá chỉ là nhẹ. Cuối cùng, niềm tin kinh doanh tiếp tục hồi phục từ mức thấp của 44 tháng trong tháng 4. Những hy vọng về tình trạng thị trường ổn định hơn và căng thẳng thương mại giảm bớt là nằm trong những yếu tố hỗ trợ triển vọng lạc quan, tuy nhiên mức độ lạc quan vẫn thấp hơn so với trung bình của lịch sử chỉ số.

Cách tiếp cận

PMI® Ngành Sản xuất Việt Nam của S&P Global được S&P Global thu thập từ phần trả lời cho các câu hỏi gửi cho các nhà quản trị mua hàng trong một nhóm gồm khoảng 400 nhà sản xuất. Nhóm khảo sát được phân chia theo ngành và quy mô lao động của công ty, dựa trên đóng góp vào GDP.

Những câu trả lời khảo sát được Cimigo Việt Nam thu thập vào nửa cuối của mỗi tháng và cho biết chiều hướng thay đổi so với tháng trước. Một chỉ số khuếch tán được tính toán cho mỗi tham số khảo sát. Chỉ số là tổng cộng phần trăm số câu trả lời ‘cao hơn’ và một nửa tỷ lệ phần trăm các câu trả lời ‘không thay đổi’.

Các chỉ số có giá trị từ 0 đến 100, với một kết quả trên 50 thể hiện một mức tăng tổng thể so với tháng trước, và dưới 50 thể hiện một mức giảm tổng thể. Các chỉ số sau đó được điều chỉnh theo mùa.

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Kevin McQuillan - Chief Marketing Officer

Starting with customer understanding is critical to how we manage our business and develop for the future. Cimigo undertook a challenging brief – across multiple cities and segments nationwide – and again came up with a high-quality solution with timely implementation and considered insights, allowing us to successfully orientate our plans and strategy around consumers in Vietnam.

Mark Ratcliff - Managing Director

The team at Cimigo are my favourite researchers in South East Asia. They’ve proved adept at tackling the most private and complex personal issues at qualitative research level, not flinching when the client endlessly chopped and changed fieldwork timing, or ramped up the workload without warning. They have recruited the most extraordinarily niche consumers without pause or complaint. Their patience with clients and their flexibility and hard work that went above and beyond what was initially asked of them on two projects relating to sexual behaviour means there is now no other research company we would choose to work with in that part of Asia. The fact they also pulled off a third project for us so well, on men’s relationship with beer and beer advertising, shows they have breadth of expertise— we still quote from the report they produced.

If only all our research partners were as switched on and easy to work with.

Lisa Nguyen - VN Marketing Lead

It's a great experience to work with Cimigo team for 2024 Market Research project. The team was highly professional, proactive and supportive with many complicated requests from us in such limited time. I appreciate our cooperation and will definitely recommend Cimigo for upcoming similar projects.

Sam Houston - Chief Executive Officer

Cimigo’s responsiveness and insights exceeded expectations; I highly recommend their market research services. Atlas tasked Cimigo with analysing and prioritising opportunities across four international markets. Cimigo mapped the Architecture, Construction, and Engineering landscape in each market, identified and prioritised opportunities, derived a dollar value by opportunity and provided details on target prospects and projects. This data-driven approach has enabled Atlas to develop services and focus resources on where we can bring the most value in our international markets.

Minh Thu - Consumer Market Insights Manager

Working with Cimigo has been incredibly rewarding. Their exceptional service and unwavering commitment to excellence have been truly impressive. Together, we've successfully completed projects ranging from fabric care like detergents and fabric softener to home essentials like floor cleaner and dishwashing liquid in both urban and rural settings, showcasing Cimigo's versatility and dedication to reaching diverse markets. Thanks to Cimigo's dedication and expertise, we secured a major project with our client last year. I'm grateful for our partnership and excited for future collaborations.

Travis Mitchell - Executive Director

Cimigo has been an excellent partner for AmCham. They provided insightful feedback during the planning phase of our project and offered suggestions to ensure that we met our goals. Their analysis was comprehensive, thoughtful, and accurate, and I appreciated their customer service skills – I always felt that Cimigo had our best interests at heart. I’m very much looking forward to working with Cimigo again in the near future!

Malcolm Farmer - Managing Director

I have never seen or had support for our business like we have received from Cimigo Vietnam. The depth & understanding of our business shows how well you have studied both Jardines Distribution Inc. and Koppers Performance Chemicals. We, (JDI & KPC), really appreciate the efforts the whole Cimigo team have put into your research. The help to connect potential distributors for both our Industrial and retail products are absolutely on point. I will have no hesitation in recommending Cimigo Vietnam to any company wanting to venture into the Vietnam market.

Hy Vu - Head of Research Department

Cimigo is one of the top research companies in Vietnam that provides very good services and actionable insights. We have the pleasure of working with Cimigo. With extensive knowledge of Vietnamese consumers, Cimigo keeps bringing value to our company. We look forward to working with them in the future.

Joe Nelson - New Zealand Consulate General

The research provided by Cimigo provided our clients with very specific insights into consumer behaviour in Viet Nam. What I liked was the way Cimigo interpreted these insights to develop a clear call to action for our clients, which they are responding to with confidence.

Steve Kretschmer - Executive Director

Cimigo conducted a large, nationally representative demand forecasting study in Vietnam for us, including a discreet choice component, to assess demand for potential new male contraceptives in development to support funding decisions by The Bill & Melinda Gates Foundation. The research was additionally complex by linking interviews with men and separate interviews with their female partners. The Cimigo team was were professional, knowledgeable and adaptive through the process of understanding our needs and collaborating to find solutions that would work, resulting in a very successful study.

York Spencer - Global Marketing Director

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Cimigo is the research agency that I appreciate for their expertise and customer service. Cimigo understand well the business context for each of project hence they can design the research to best fit with the objectives. The optimization on methodologies, sample size and questionnaire bring the value to the projects I have worked with them. Cimigo can go beyond data and give me valuable insights for each of research projects based on their knowledge and experience with the industry. All of these support me well to navigate the brand strategy in short term and long term.

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Cido have worked with Cimigo in Vietnam for more than 10 years. All our projects, both qualitative and quantitative, have been delivered in a timely manner with a high standard of quality throughout. Cimigo’s client service team has provided great support over the years which has ensured smooth project execution and helped us to deliver work on time and exceed our client’s expectations.

Chris Elkin - Founder

I have partnered with Cimigo over the past 15 years. Most recently Cimigo engaged us to collaborate on an unusually tough new product development project, which was akin to selling ice to Eskimos. Cimigo bought alive the consumer, her shopping journey, her cooking rituals and potential brand promises. Cimigo inspired our creative team to build alternate brand propositions and accompanying package designs. Cimigo then went back to consumers to evaluate, iterate and optimise these in focus groups. The Doodle team were able to observe this process and subtly adjust the expression of the brand between focus groups. The result of this great collaboration was a winning brand proposition and packaging design that hit consumer needs head on whilst appealing to their hearts.

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Cimigo designed a customer experience programme for Coats that reached into Vietnamese, Chinese and Korean customers across various levels of seniority. Cimigo instilled the importance of the voice of the customer within our executive committee. This led to fundamental changes in our structure, services and speed to market. Significant investments were made behind these improvement programmes, for example in reducing delivery times and in managing specialised custom orders, which in turn have led to improved revenue streams and higher margin sales.

Dr. Jean-Marcel Guillon - Chief Executive Officer

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Rick Reid - Creative Director

As a creative director I have used the services of Cimigo for the past 15 years when developing communications, so I know their style, innovations and resources well. Most recently we tested copy for print, out of home and digital communications to put an Australian colloquialism into a Vietnamese context. A job and budget so small I felt it was highly likely to fall through the cracks. I was astounded at their incredible response. From their advice and style of how we should present the stimulus material, to their cross-reference manoeuvres used in the testing. Their over-delivering response, was to an embarrassing level. We walked away with a clear winner and could present back to our client with confidence and clarity. Cimigo made us look great. Plus they even threw in a few extra insights on the awareness and perception of the product in Vietnam.

Private English Language Schools - Chief Executive Officer

Our relationship with Cimigo goes back many years. We engaged Cimigo to provide an independent view on what our customers and potential customers think of our company. The insights from Cimigo were very helpful for us to better understand the Vietnam market and also in developing our brand manifesto.

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Cimigo digs deep to understand the key issues we need to address. Then, they quickly customize a highly suitable research approach to provide us the insights we need to achieve our breakthrough business targets. From tough questions to aha answers in just a few easy conversations!

Thuy Le - Consumer Insight Manager

Pharmacity started a Brand Health Check with Cimigo in 2020 and we were immediately impressed with their great consultancy and supportive spirit. The study had interesting analysis and insights which helped us efficiently shape the marketing plan and direction moving forward. We are now working with Cimigo on a tracking basis to continuously monitor and foster our brand performance.

Kelly Vo - Founder & Host

I respect Cimigo not only because of their dedication, meticulousness, and high-quality services but also how much they care about the local community here. I proposed the idea of doing a survey with the digital young generation on the topic of social impact and leadership. I wanted to identify, shape, and develop our content so that could really speak to the heart of the problems and empower young Vietnamese to take action on social impact in Vietnam. The Cimigo team agreed pro-bono to help without hesitation. The research findings are truly helpful in providing us a deeper understanding of our targeted audiences, what they need and are concerned about in life. The results show us how we can help them to achieve their goals and dreams. It is no longer a shot in the dark!

Hamish Glendinning - Business Lead

Cimigo not only delivered an exceptional piece of qualitative research for us, but provided hugely valuable direction when it came to product development and market positioning which we have since implemented. We can’t wait to work with the team again.

Ha Dinh - Project Lead

I have worked with CIMIGO on educational research for over 4 months. This is extremely impressive to me by the way CIMIGO approaches, cooperating and supporting me during the research launched. Specifically, the design for both qualitative and quantitative research are practical and logical with accurate questionnaires and appropriate interviews methodology for different respondents. Moreover, the outcomes of this research helps us to recognize our opportunities in the current English Language Training Market and understand profoundly our customer needs, behaviours and expectations when sending their children to us.

Richard Willis - Director

When we were looking to develop one of the worlds the leading economic indicator in Vietnam, the Purchasing Managers’ Index™ (PMI®) Cimigo showed an immediate understanding of our needs and showed their understanding of the Vietnamese market. IHS Markit has now been working with Cimigo since 2013. Every month Cimigo continues to provide high quality data, a representative panel, on time data and great customer service. We look forward to many more years of working together.

Aashish Kapoor - Head of Marketing

Cimigo - The best “Glocal” market research firm in Vietnam with whom we have developed a great partnership since many years. While the quality of research and findings are of top standard, the added advantage being the local insights that Richard and his team are able to provide in helping us make important decisions.

Thu Phung - CTI Manager

Cimigo is not the type of agency that "fill in the template", but it's customized as per the needs and expectations of Client. Cimigo makes research interesting by applying new approaches to address the business issue, for example, it's known by default that product test is CLT, but at Cimigo, we did group debate for deeper understandings and insights and that resulted as a winning product which is selling well in the market. Last but not least, Cimigo makes me understand that research is a journey, not just a project."

Tania Desela - Senior Product Manager

It was a pleasure working with Cimigo. Their expertise in consumer and market research was a significant benefit as they assisted our organization in understanding our market position in more detail and validating our hypothesis in go-to-market strategy. We were more than happy with the findings and would definitely recommend them.

Dennis Kurnia - Head of Consumer Insights

Over the last 5 years I have worked with Cimigo on a wide array of projects, ranging from market segmentation to product testing. At all times, I found them to be swift in response and providing high quality insights and business recommendations applicable to our business. Furthermore, I am satisfied with their fieldwork quality despite the crunched timeline that we had in some projects. Overall, I highly recommend Cimigo for their professionalism.

Aimee Shear - Senior Research Executive

We partnered up with the Cimigo team on what was a particularly challenging project – we were faced with numerous timeline delays and logistical concerns – yet the team were incredibly accommodating through their patience, flexibility and commitment. Not only were the team supportive during the set up of our project, but we were really impressed by the outputs delivered – they were insightful, rich and very comprehensive. Cimigo were brilliant partners to work with and we look forward to working with them again.

Louise Knox - Consumer Technical Insights

Just to say a huge thank you for all of the film footage. We are absolutely delighted with it all. The Vox Pops are really interesting and have turned out very well – those ladies were great at talking spontaneously. You did a great job. Thank you for your patience and perseverance with getting this off the ground.

Geert Heestermans - Marketing Director

Cimigo is and will be our strategic research agency. We are happy with your work and the way our projects are handled. You walked the extra mile and we are grateful for that Cimigo is and will be our strategic research agency. We are happy with your work and the way our projects are handled. You walked the extra mile and we are grateful for that

Linda Yeoh - CMI Manager

We have worked with Cimigo over 2 projects in Vietnam. Thuong and her team has proven to be reliable being on top of the projects, managing different stakeholders and business objectives. They are flexible in terms of ways of working and are able to cope with last minute changes. The research findings (Quant + Qual) have helped us understand Vietnamese in a deeper level, allowing us to make clear decisions to be successful in the market. Thank you Thuong, Nhu Tran and team for supporting us.

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