Ông Nguyễn Việt Quang, Phó chủ tịch và CEO của Vingroup đã có cuộc phỏng vấn thú vị với DealStreetAsia mới đây.
Thị trường ô tô tại Việt Nam đang mở ra cơ hội kinh doanh lớn cho các doanh nghiệp, với tỷ lệ sở hữu ô tô hiện nay chỉ là 21 xe/1.000 người. Bên cạnh đó, Việt Nam đang trong thời kỳ có cơ cấu dân số vàng và tầng lớp trung lưu gia tăng nhanh chóng, trong đó sẽ có những khách hàng tiềm năng đối với mặt hàng xe hơi cá nhân.
Đặc biệt, chính phủ Việt Nam cũng đang đầu tư mạnh vào cơ sở hạ tầng giao thông, một trong những yếu tố góp phần vào việc tiêu thụ ô tô cá nhân, đồng thời đưa ra các chính sách hỗ trợ phát triển ngành ô tô trong nước. Đây là những tiền đề để ngành công nghiệp ô tô Việt Nam nói chung và các nhà sản xuất như VinFast nói riêng phát triển. Là một thương hiệu Việt Nam, chúng tôi tin rằng bằng cách đảm bảo chất lượng và duy trì mức giá phải chăng, VinFast sẽ được đa số người dân Việt Nam ủng hộ.
Trong ngành sản xuất điện thoại thông minh và thiết bị điện tử gia dụng, ngoài Trung Quốc là trung tâm công nghiệp của thế giới, thì thị trường toàn cầu vẫn cần các nhà sản xuất mới có khả năng đáp ứng các tiêu chuẩn của nhà sản xuất thiết kế ban đầu (ODM). Trong khi đó, nhu cầu về các thiết bị công nghệ sẽ liên tục tăng lên trong kỷ nguyên IoT và 5G. Nhà máy sản xuất điện thoại thông minh và thiết bị điện tử của chúng tôi sẽ được hoàn thành với công suất tối đa lên tới 125 triệu sản phẩm mỗi năm. Kế hoạch của chúng tôi đang hướng tới việc trở thành một ODM vào tháng 4/2020.
Ngành hàng không ở Việt Nam đã khá cạnh tranh rồi. Điều gì khiến Vingroup mạo hiểm vào đó?
Việt Nam là một trong những thị trường hàng không tăng trưởng nhanh nhất trong thập kỷ qua, với mức tăng trưởng doanh thu trung bình là 17,4%, cao gấp đôi so với châu Á – 7,9%. Trong tương lai, ngành này sẽ đòi hỏi một lực lượng lao động có tay nghề cao để đảm bảo an toàn – yêu cầu quan trọng nhất đối với hoạt động của bất kỳ hãng hàng không nào.
Ước tính, Việt Nam sẽ cần thêm 1.225 phi công và 1.728 thợ cơ khí hàng không nữa vào năm 2025, khi các hãng hàng không trong nước mở rộng đội bay và phi hành đoàn của họ, tương đương với khoảng 400-600 nhân sự mỗi năm.
Trong bối cảnh đó, Vingroup quyết định gia nhập ngành này với mong muốn cung cấp một giải pháp toàn diện về nguồn nhân lực chất lượng cao cho ngành hàng không tại Việt Nam. Chúng tôi mong muốn không chỉ giải quyết sự khan hiếm của các phi công tại thị trường địa phương, mà còn cung cấp các phi công cho thị trường quốc tế.
Điều gì đã thúc đẩy sự đa dạng hóa của Vingroup vào các lĩnh vực khác này? Có phải vì kinh doanh bất động sản đang chậm lại và quá cạnh tranh?
Hiện tại nhu cầu bất động sản tại Việt Nam vẫn là khá lớn. Tốc độ bán hàng cho các dự án Vinhomes và thị trường nhìn chung là tích cực trong năm vừa qua. Các đơn vị bất động sản nhà ở ra mắt tại thị trường TP.HCM thậm chí đã được bán hết trong năm 2018.
Ba dự án lớn của chúng tôi, Vinhomes Ocean Park và Vinhomes Smart City ở Hà Nội và Vinhomes Grand Park ở TP.HCM, mỗi dự án có quy mô hàng trăm hecta, là đủ để duy trì tăng trưởng trung hạn.
Về lâu dài, thị trường bất động sản địa phương vẫn đầy hứa hẹn, đặc biệt nhờ tầng lớp trung lưu đang gia tăng và tỷ lệ đô thị hóa cao nhất ở Đông Nam Á. Do đó, việc mở rộng sang các ngành kinh doanh mới, đặc biệt tập trung vào công nghệ và công nghiệp, chính là đang phát triển hệ sinh thái các sản phẩm và dịch vụ của chúng tôi. Hơn nữa, chúng tôi muốn thế giới biết về một Việt Nam trí tuệ, năng động, hiện đại và không ngừng phát triển.
Liệu Việt Nam có thể trở thành một cường quốc sản xuất, đặc biệt là khi chiến tranh thương mại Mỹ-Trung khiến các công ty nước ngoài giảm sự phụ thuộc vào Trung Quốc?
Chúng tôi không bình luận về việc mối quan hệ Mỹ-Trung sẽ tác động thế nào đến khu vực công nghiệp Việt Nam. Đối với Vingroup, chúng tôi quyết tâm tập trung vào việc làm hết sức mình.
Trong công nghiệp, mục tiêu hiện tại của VinFast là chinh phục dần thị trường Việt Nam. Chúng tôi cũng đang tìm kiếm cơ hội đưa sản phẩm của chúng tôi đến các quốc gia khác.
Tầm nhìn của chúng tôi là trở thành nhà sản xuất ô tô hàng đầu tại Đông Nam Á. Chúng tôi tự tin vào mục tiêu này, với cơ sở sản xuất quy mô lớn có công suất thiết kế lên tới 500.000 xe mỗi năm của chúng tôi.
Ông có cho rằng Vingroup sẽ là người tiên phong đưa Việt Nam lên ngang tầm với thị trường quốc tế không?
Ô tô được coi là một trong những ngành công nghiệp quan trọng nhất, tạo ra hàng ngàn việc làm và đóng góp lớn cho ngân sách nhà nước. Thông qua VinFast, chúng tôi muốn đưa các thương hiệu Việt Nam ra thị trường toàn cầu.
Chúng tôi đã vạch ra các chiến lược cụ thể để sản xuất xe điện – một xu hướng tất yếu của ngành công nghiệp ô tô thế giới. Để hỗ trợ ngành công nghiệp phụ trợ Việt Nam, VinFast đã dành 30% diện tích cơ sở sản xuất để thành lập một khu công nghiệp phụ trợ. Mục tiêu của VinFast là tăng nội địa hóa ô tô của chúng tôi lên 60%.
Vingroup đã đầu tư vào VinFast bao nhiêu? Và dự kiến sẽ giao bao nhiêu xe?
Chúng tôi đã phân bổ 3,5 tỷ USD trong tổng số vốn đầu tư ban đầu cho VinFast, trong đó giai đoạn đầu tiên của sản xuất là 1,5 tỷ USD đầu tư.
Chúng tôi đã lập kỷ lục khi khánh thành nhà máy ô tô chỉ 21 tháng sau kể từ khi khởi công, vào ngày 14/6/2019. Trước đó, nhà máy xe máy điện VinFast đã được khánh thành vào tháng 11/2018. Công suất tối đa của nhà máy ô tô trong giai đoạn 1 là 250.000 xe mỗi năm, và sẽ được tăng lên 500.000 xe mỗi năm trong giai đoạn 2.
Trong khi đó, nhà máy xe máy điện có thể tăng công suất 250.000 xe mỗi năm hiện tại lên 1 triệu xe mỗi năm. Chúng tôi cũng đã xây dựng một nhà máy xe buýt điện với công suất hàng năm là 3.000 đơn vị. Chúng tôi đã giới thiệu ra thị trường xe máy điện mang thương hiệu Klara và ba mẫu ô tô, bao gồm SUV Lux SA2.0, Sedan Lux A2.0 và xe hatchback Fadil. Sang năm, chúng tôi có kế hoạch ra mắt 12 mẫu ô tô và xe máy điện mới.
Những lĩnh vực nào khác trong công nghệ đang hấp dẫn Vingroup? Những sản phẩm nào công ty đang chờ đợi từ việc phát triển deeptech của Vingroup?
Chúng tôi đang xem xét một loạt các công nghệ khác nhau để đáp ứng nhu cầu phát triển, bao gồm công nghệ ứng dụng và thiết bị thông minh (điện thoại thông minh, IoT, nhà thông minh), công nghệ áp dụng cho ngành công nghiệp ô tô, tự động hóa, giáo dục, phân tích dữ liệu, ứng dụng AI cho an ninh, cũng như các công nghệ cụ thể cho các ngành công nghiệp chúng tôi hoạt động: bán lẻ, medtech, khách sạn và nông nghiệp.
Theo công nghệ nền tảng và nghiên cứu AI, hiện tại tại Vingroup, chúng tôi đang tập trung vào R&D cho các công nghệ sinh trắc học, phát hiện hành vi, nhận dạng giọng nói tập trung vào ngôn ngữ tiếng Việt, xử lý ngôn ngữ tự nhiên và nhận dạng văn bản, công nghệ chatbot dựa trên AI, phân tích dữ liệu lớn và phân tích hình ảnh y tế dựa trên AI.
Các công ty Việt Nam cũng đang có nhu cầu lớn đối với các giải pháp công nghệ tiên tiến nhất thế giới. Trong lĩnh vực AI và dữ liệu lớn, Vingroup đã thu hút các chuyên gia từ những công ty công nghệ lớn ở Mỹ cũng như các viện nghiên cứu trên thế giới đến làm việc tại Việt Nam.
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