{"id":5809,"date":"2026-08-10T11:01:40","date_gmt":"2026-08-10T03:01:40","guid":{"rendered":"https:\/\/fdinews.asia\/cimb-chi-khoang-mot-phan-ba-hang-xuat-khau-malaysia-sang-my-thuc-su-chiu-thue-quan-malaysia-moi\/"},"modified":"2026-08-10T11:01:40","modified_gmt":"2026-08-10T03:01:40","slug":"cimb-chi-khoang-mot-phan-ba-hang-xuat-khau-malaysia-sang-my-thuc-su-chiu-thue-quan-malaysia-moi","status":"publish","type":"post","link":"https:\/\/fdinews.asia\/zh\/cimb-chi-khoang-mot-phan-ba-hang-xuat-khau-malaysia-sang-my-thuc-su-chiu-thue-quan-malaysia-moi\/","title":{"rendered":"CIMB: Ch\u1ec9 kho\u1ea3ng m\u1ed9t ph\u1ea7n ba h\u00e0ng xu\u1ea5t kh\u1ea9u Malaysia sang M\u1ef9 th\u1ef1c s\u1ef1 ch\u1ecbu thu\u1ebf quan Malaysia m\u1edbi"},"content":{"rendered":"
\n

B\u1ed9 ph\u1eadn nghi\u00ean c\u1ee9u c\u1ee7a T\u1eadp \u0111o\u00e0n CIMB \u01b0\u1edbc t\u00ednh ch\u1ec9 kho\u1ea3ng 31,9% gi\u00e1 tr\u1ecb h\u00e0ng h\u00f3a Malaysia xu\u1ea5t kh\u1ea9u sang M\u1ef9 th\u1ef1c s\u1ef1 ch\u1ecbu t\u00e1c \u0111\u1ed9ng c\u1ee7a m\u1ee9c thu\u1ebf quan Malaysia m\u1edbi theo Section 301 c\u00f3 hi\u1ec7u l\u1ef1c t\u1eeb 24\/7, th\u1ea5p h\u01a1n t\u1ef7 l\u1ec7 33,0% d\u01b0\u1edbi c\u01a1 ch\u1ebf thu\u1ebf c\u0169, nh\u1edd ph\u1ea1m vi mi\u1ec5n tr\u1eeb s\u1ea3n ph\u1ea9m \u0111\u01b0\u1ee3c m\u1edf r\u1ed9ng. Theo t\u00ednh to\u00e1n c\u1ee7a CIMB, thu\u1ebf su\u1ea5t hi\u1ec7u l\u1ef1c b\u00ecnh qu\u00e2n m\u00e0 Malaysia ph\u1ea3i ch\u1ecbu khi xu\u1ea5t kh\u1ea9u sang M\u1ef9 h\u1ea1 nh\u1eb9 xu\u1ed1ng 5,1%, so v\u1edbi 5,2% tr\u01b0\u1edbc \u0111\u00f3.<\/p>\n

C\u01a1 ch\u1ebf thu\u1ebf quan Malaysia m\u1edbi v\u00e0 nh\u1eefng mi\u1ec5n tr\u1eeb \u0111\u00e1ng k\u1ec3<\/h2>\n

Theo th\u00f4ng b\u00e1o ch\u00ednh th\u1ee9c c\u1ee7a V\u0103n ph\u00f2ng \u0110\u1ea1i di\u1ec7n Th\u01b0\u01a1ng m\u1ea1i M\u1ef9 (USTR)<\/a>, M\u1ef9 \u0111\u00e3 ch\u00ednh th\u1ee9c \u00e1p thu\u1ebf Section 301 li\u00ean quan lao \u0111\u1ed9ng c\u01b0\u1ee1ng b\u1ee9c l\u00ean 60 n\u1ec1n kinh t\u1ebf t\u1eeb ng\u00e0y 24\/7, v\u1edbi hai m\u1ee9c 10% v\u00e0 12,5% t\u00f9y qu\u1ed1c gia, thay th\u1ebf m\u1ee9c thu\u1ebf Section 122 c\u00f9ng m\u1ee9c 10% h\u1ebft hi\u1ec7u l\u1ef1c c\u00f9ng ng\u00e0y; Malaysia thu\u1ed9c nh\u00f3m ch\u1ecbu m\u1ee9c 10%, c\u00f9ng nh\u00f3m th\u1ea5p nh\u1ea5t v\u1edbi Indonesia, ph\u1ea3n \u00e1nh cam k\u1ebft c\u1ee7a hai n\u01b0\u1edbc theo khu\u00f4n kh\u1ed5 Th\u1ecfa thu\u1eadn Th\u01b0\u01a1ng m\u1ea1i \u0110\u1ed1i \u1ee9ng (Agreement on Reciprocal Trade). Tuy nhi\u00ean ph\u1ea1m vi mi\u1ec5n tr\u1eeb s\u1ea3n ph\u1ea9m l\u1ea7n n\u00e0y \u0111\u01b0\u1ee3c m\u1edf r\u1ed9ng h\u01a1n c\u01a1 ch\u1ebf c\u0169. Ph\u00e2n t\u00edch c\u1ee7a CIMB, \u0111\u01b0\u1ee3c The Edge Malaysia<\/a> \u0111\u0103ng t\u1ea3i chi ti\u1ebft, cho bi\u1ebft kho\u1ea3ng RM3,3 t\u1ef7 gi\u00e1 tr\u1ecb xu\u1ea5t kh\u1ea9u c\u1ee7a Malaysia \u0111\u00e3 \u0111\u01b0\u1ee3c \u0111\u01b0a ra kh\u1ecfi ph\u1ea1m vi ch\u1ecbu thu\u1ebf nh\u1edd danh m\u1ee5c mi\u1ec5n tr\u1eeb m\u1edbi, bao g\u1ed3m d\u1ea7u c\u1ecd, d\u1ea7u nh\u00e2n c\u1ecd, h\u00f3a ch\u1ea5t g\u1ed1c d\u1ea7u (oleochemical) v\u00e0 g\u1ed7 d\u00e1n v\u1edbi t\u1ed5ng gi\u00e1 tr\u1ecb kho\u1ea3ng RM2,1 t\u1ef7, c\u00f9ng m\u1ed9t ph\u1ea7n thi\u1ebft b\u1ecb \u0111o l\u01b0\u1eddng v\u00e0 ki\u1ec3m \u0111\u1ecbnh b\u00e1n d\u1eabn. Nh\u1edd \u0111\u00f3 t\u1ef7 l\u1ec7 kim ng\u1ea1ch xu\u1ea5t kh\u1ea9u Malaysia sang M\u1ef9 th\u1ef1c s\u1ef1 n\u1eb1m trong ph\u1ea1m vi ch\u1ecbu thu\u1ebf Section 301 h\u1ea1 c\u00f2n 31,9%, so v\u1edbi 33,0% tr\u01b0\u1edbc \u0111\u00e2y. Nh\u1edd \u0111\u00f3, g\u00e1nh n\u1eb7ng thu\u1ebf quan Malaysia th\u1ef1c t\u1ebf gi\u1ea3m nh\u1eb9 so v\u1edbi con s\u1ed1 thu\u1ebf su\u1ea5t danh ngh\u0129a m\u00e0 nhi\u1ec1u ng\u01b0\u1eddi m\u1eb7c \u0111\u1ecbnh.<\/p>\n

V\u00ec sao con s\u1ed1 c\u1ee7a CIMB quan tr\u1ecdng h\u01a1n m\u1ee9c thu\u1ebf su\u1ea5t danh ngh\u0129a<\/h2>\n

\u0110i\u1ec3m \u0111\u00e1ng gi\u00e1 trong ph\u00e2n t\u00edch c\u1ee7a CIMB l\u00e0 \u0111\u00e2y l\u00e0 \u01b0\u1edbc t\u00ednh \u0111\u1ecbnh l\u01b0\u1ee3ng \u0111\u1ea7u ti\u00ean v\u1ec1 t\u1ef7 l\u1ec7 kim ng\u1ea1ch th\u1ef1c s\u1ef1 ch\u1ecbu t\u00e1c \u0111\u1ed9ng sau khi c\u01a1 ch\u1ebf thu\u1ebf m\u1edbi c\u00f3 hi\u1ec7u l\u1ef1c, gi\u00fap doanh nghi\u1ec7p v\u00e0 nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111\u00e1nh gi\u00e1 t\u00e1c \u0111\u1ed9ng chi ph\u00ed th\u1ef1c t\u1ebf thay v\u00ec ch\u1ec9 nh\u00ecn v\u00e0o con s\u1ed1 thu\u1ebf su\u1ea5t danh ngh\u0129a 10% v\u1eabn gi\u1eef nguy\u00ean. C\u1ea7n ph\u00e2n bi\u1ec7t r\u00f5: c\u00e1c con s\u1ed1 31,9%, 5,1% v\u00e0 gi\u00e1 tr\u1ecb mi\u1ec5n tr\u1eeb RM3,3 t\u1ef7 l\u00e0 \u01b0\u1edbc t\u00ednh c\u1ee7a b\u1ed9 ph\u1eadn nghi\u00ean c\u1ee9u CIMB, kh\u00f4ng ph\u1ea3i s\u1ed1 li\u1ec7u ch\u00ednh th\u1ee9c do USTR c\u00f4ng b\u1ed1. CIMB c\u0169ng c\u1ea3nh b\u00e1o \u0111\u00e2y ch\u1ec9 l\u00e0 k\u1ebft qu\u1ea3 mang t\u00ednh giai \u0111o\u1ea1n, ch\u01b0a ph\u1ea3i c\u1ee5c di\u1ec7n l\u00e2u d\u00e0i: M\u1ef9 \u0111ang ti\u1ebfn h\u00e0nh m\u1ed9t cu\u1ed9c \u0111i\u1ec1u tra ri\u00eang v\u1ec1 t\u00ecnh tr\u1ea1ng d\u01b0 th\u1eeba c\u00f4ng su\u1ea5t mang t\u00ednh c\u1ea5u tr\u00fac (structural excess capacity), li\u00ean quan \u0111\u1ebfn Malaysia v\u00e0 15 n\u1ec1n kinh t\u1ebf kh\u00e1c. N\u1ebfu cu\u1ed9c \u0111i\u1ec1u tra n\u00e0y d\u1eabn \u0111\u1ebfn quy\u1ebft \u0111\u1ecbnh \u00e1p th\u00eam thu\u1ebf, t\u1ed5ng m\u1ee9c thu\u1ebf quan Malaysia \u0111\u1ed1i v\u1edbi M\u1ef9 c\u00f3 th\u1ec3 l\u00ean t\u1edbi v\u00f9ng 15%-19%, g\u1ea7n v\u1edbi m\u1ee9c m\u1ee5c ti\u00eau theo khu\u00f4n kh\u1ed5 ART, x\u00f3a \u0111i ph\u1ea7n l\u1edbn l\u1ee3i th\u1ebf gi\u1ea3m nh\u1eb9 hi\u1ec7n t\u1ea1i.<\/p>\n

Doanh nghi\u1ec7p n\u00e0o b\u1ecb \u1ea3nh h\u01b0\u1edfng v\u00e0 Vi\u1ec7t Nam n\u00ean quan s\u00e1t \u0111i\u1ec1u g\u00ec<\/h2>\n

Nh\u00f3m ch\u1ecbu \u1ea3nh h\u01b0\u1edfng tr\u1ef1c ti\u1ebfp g\u1ed3m doanh nghi\u1ec7p xu\u1ea5t kh\u1ea9u ng\u00e0nh \u0111i\u1ec7n \u2013 \u0111i\u1ec7n t\u1eed (E&E), d\u1ea7u c\u1ecd v\u00e0 thi\u1ebft b\u1ecb b\u00e1n d\u1eabn c\u1ee7a Malaysia sang th\u1ecb tr\u01b0\u1eddng M\u1ef9, c\u00e1c nh\u00e0 xu\u1ea5t kh\u1ea9u c\u1ea7n r\u00e0 so\u00e1t l\u1ea1i danh m\u1ee5c s\u1ea3n ph\u1ea9m \u0111\u01b0\u1ee3c mi\u1ec5n tr\u1eeb, c\u00f9ng chu\u1ed7i cung \u1ee9ng th\u01b0\u1ee3ng ngu\u1ed3n \u2013 h\u1ea1 ngu\u1ed3n li\u00ean quan, \u0111\u1eb7c bi\u1ec7t nh\u00f3m cung c\u1ea5p thi\u1ebft b\u1ecb \u0111o l\u01b0\u1eddng v\u00e0 ki\u1ec3m \u0111\u1ecbnh b\u00e1n d\u1eabn \u0111\u01b0\u1ee3c h\u01b0\u1edfng mi\u1ec5n tr\u1eeb m\u1edbi n\u00ean chi ph\u00ed xu\u1ea5t kh\u1ea9u sang M\u1ef9 gi\u1ea3m. \u0110\u00e2y c\u0169ng l\u00e0 di\u1ec5n bi\u1ebfn ti\u1ebfp theo c\u1ee7a ch\u00ednh s\u00e1ch thu\u1ebf Section 301 m\u00e0 FDI News \u0111\u00e3 \u0111\u01b0a tin khi M\u1ef9 ch\u00ednh th\u1ee9c \u00e1p thu\u1ebf v\u1edbi Malaysia h\u1ed3i cu\u1ed1i th\u00e1ng 7<\/a>. V\u1edbi doanh nghi\u1ec7p v\u00e0 nh\u00e0 ho\u1ea1ch \u0111\u1ecbnh ch\u00ednh s\u00e1ch Vi\u1ec7t Nam, vi\u1ec7c thu\u1ebf quan Malaysia hi\u1ec7u l\u1ef1c th\u1ef1c t\u1ebf th\u1ea5p h\u01a1n m\u1ee9c thu\u1ebf su\u1ea5t danh ngh\u0129a l\u00e0 \u0111i\u1ec3m c\u1ea7n theo d\u00f5i \u1edf g\u00f3c \u0111\u1ed9 c\u1ea1nh tranh thu h\u00fat \u0111\u1ea7u t\u01b0 v\u00e0 \u0111\u01a1n h\u00e0ng xu\u1ea5t kh\u1ea9u sang M\u1ef9 trong khu v\u1ef1c, nh\u1ea5t l\u00e0 v\u1edbi ng\u00e0nh \u0111i\u1ec7n t\u1eed n\u01a1i Malaysia v\u00e0 Vi\u1ec7t Nam c\u00f9ng l\u00e0 \u0111i\u1ec3m \u0111\u1ebfn c\u1ee7a d\u00f2ng v\u1ed1n d\u1ecbch chuy\u1ec3n chu\u1ed7i cung \u1ee9ng; n\u1ebfu g\u00e1nh n\u1eb7ng thu\u1ebf quan th\u1ef1c t\u1ebf c\u1ee7a Malaysia ti\u1ebfp t\u1ee5c th\u1ea5p h\u01a1n t\u01b0\u01a1ng \u0111\u1ed1i so v\u1edbi c\u00e1c n\u1ec1n kinh t\u1ebf xu\u1ea5t kh\u1ea9u c\u1ea1nh tranh kh\u00e1c trong khu v\u1ef1c, \u0111\u00e2y c\u00f3 th\u1ec3 l\u00e0 m\u1ed9t bi\u1ebfn s\u1ed1 \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn quy\u1ebft \u0111\u1ecbnh ph\u00e2n b\u1ed5 \u0111\u01a1n h\u00e0ng v\u00e0 \u0111\u1ea7u t\u01b0 m\u1edbi c\u1ee7a c\u00e1c t\u1eadp \u0111o\u00e0n \u0111a qu\u1ed1c gia. Nh\u1eefng m\u1ed1c c\u1ea7n ti\u1ebfp t\u1ee5c theo d\u00f5i g\u1ed3m: k\u1ebft qu\u1ea3 v\u00e0 ph\u1ea1m vi c\u1ee5 th\u1ec3 c\u1ee7a cu\u1ed9c \u0111i\u1ec1u tra d\u01b0 th\u1eeba c\u00f4ng su\u1ea5t mang t\u00ednh c\u1ea5u tr\u00fac, li\u1ec7u t\u1ed5ng m\u1ee9c thu\u1ebf quan Malaysia c\u00f3 th\u1ef1c s\u1ef1 b\u1ecb \u0111\u1ea9y l\u00ean v\u00f9ng 15%-19% hay kh\u00f4ng, v\u00e0 li\u1ec7u c\u00e1c n\u1ec1n kinh t\u1ebf xu\u1ea5t kh\u1ea9u kh\u00e1c trong khu v\u1ef1c c\u00f3 nh\u1eadn \u0111\u01b0\u1ee3c m\u1ee9c mi\u1ec5n tr\u1eeb t\u01b0\u01a1ng t\u1ef1 hay kh\u00f4ng.<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

B\u1ed9 ph\u1eadn nghi\u00ean c\u1ee9u c\u1ee7a T\u1eadp \u0111o\u00e0n CIMB \u01b0\u1edbc t\u00ednh ch\u1ec9 kho\u1ea3ng 31,9% gi\u00e1 tr\u1ecb h\u00e0ng h\u00f3a Malaysia xu\u1ea5t kh\u1ea9u sang M\u1ef9 th\u1ef1c s\u1ef1 ch\u1ecbu t\u00e1c \u0111\u1ed9ng c\u1ee7a m\u1ee9c thu\u1ebf quan Malaysia m\u1edbi theo Section 301 c\u00f3 hi\u1ec7u l\u1ef1c t\u1eeb 24\/7, th\u1ea5p h\u01a1n t\u1ef7 l\u1ec7 33,0% d\u01b0\u1edbi c\u01a1 ch\u1ebf thu\u1ebf c\u0169, nh\u1edd ph\u1ea1m vi mi\u1ec5n […]<\/p>\n","protected":false},"author":5,"featured_media":5810,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[28],"tags":[],"class_list":["post-5809","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-asean-news"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":7}},"_links":{"self":[{"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/posts\/5809","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/comments?post=5809"}],"version-history":[{"count":0,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/posts\/5809\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/media\/5810"}],"wp:attachment":[{"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/media?parent=5809"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/categories?post=5809"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/tags?post=5809"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}