{"id":68674,"date":"2026-04-07T08:56:01","date_gmt":"2026-04-07T01:56:01","guid":{"rendered":"https:\/\/hbbgroup.net\/chuyen-gia-tvs-du-bao-kqkd-quy-1-cua-loat-nhom-nganh-hot-ban-le-thep-bao-hiem-phan-bon\/"},"modified":"2026-04-07T08:56:01","modified_gmt":"2026-04-07T01:56:01","slug":"chuyen-gia-tvs-du-bao-kqkd-quy-1-cua-loat-nhom-nganh-hot-ban-le-thep-bao-hiem-phan-bon","status":"publish","type":"post","link":"https:\/\/hbbgroup.net\/zh\/chuyen-gia-tvs-du-bao-kqkd-quy-1-cua-loat-nhom-nganh-hot-ban-le-thep-bao-hiem-phan-bon\/","title":{"rendered":"Chuy\u00ean gia TVS d\u1ef1 b\u00e1o KQKD qu\u00fd 1 c\u1ee7a lo\u1ea1t nh\u00f3m ng\u00e0nh \u201chot\u201d: B\u00e1n l\u1ebb, Th\u00e9p, B\u1ea3o hi\u1ec3m, Ph\u00e2n b\u00f3n"},"content":{"rendered":"
<\/figcaption>

M\u00f9a c\u00f4ng b\u1ed1 KQKD qu\u00fd 1\/2026 \u0111ang \u0111\u1ebfn g\u1ea7n, tr\u1edf th\u00e0nh m\u1ed9t trong nh\u1eefng t\u00e2m \u0111i\u1ec3m \u0111\u01b0\u1ee3c gi\u1edbi \u0111\u1ea7u t\u01b0 theo d\u00f5i s\u00e1t sao trong b\u1ed1i c\u1ea3nh th\u1ecb tr\u01b0\u1eddng v\u1eabn v\u1eadn \u0111\u1ed9ng gi\u1eb1ng co v\u00e0 d\u00f2ng ti\u1ec1n c\u00f3 s\u1ef1 ph\u00e2n h\u00f3a m\u1ea1nh gi\u1eefa c\u00e1c nh\u00f3m c\u1ed5 phi\u1ebfu. <\/p>\n

Trong b\u1ee9c tranh \u0111\u00f3, tri\u1ec3n v\u1ecdng l\u1ee3i nhu\u1eadn c\u1ee7a doanh nghi\u1ec7p kh\u00f4ng ch\u1ec9 l\u00e0 c\u01a1 s\u1edf \u0111\u1ec3 \u0111\u1ecbnh gi\u00e1 l\u1ea1i c\u1ed5 phi\u1ebfu, m\u00e0 c\u00f2n c\u00f3 th\u1ec3 \u0111\u00f3ng vai tr\u00f2 \u0111i\u1ec3m t\u1ef1a quan tr\u1ecdng cho t\u00e2m l\u00fd th\u1ecb tr\u01b0\u1eddng trong ng\u1eafn h\u1ea1n. <\/p>\n

Trao \u0111\u1ed5i v\u1edbi ch\u00fang t\u00f4i, \u00f4ng Nguy\u1ec5n Tr\u1ecdng \u0110\u00ecnh T\u00e2m, Gi\u00e1m \u0111\u1ed1c Kh\u1ed1i T\u01b0 v\u1ea5n \u0111\u1ea7u t\u01b0 Kh\u00e1ch h\u00e0ng C\u00e1 nh\u00e2n Ch\u1ee9ng kho\u00e1n Thi\u00ean Vi\u1ec7t (TVS) <\/b> <\/b> nh\u1eadn \u0111\u1ecbnh r\u1eb1ng <\/b> m\u1ed9t s\u1ed1 l\u0129nh v\u1ef1c nh\u01b0 b\u00e1n l\u1ebb, b\u1ea3o hi\u1ec3m, ph\u00e2n b\u00f3n, th\u00e9p\u2026 \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng ghi nh\u1eadn t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn t\u00edch c\u1ef1c trong qu\u00fd \u0111\u1ea7u n\u0103m nay. <\/p>\n

C\u1ee5 th\u1ec3, chuy\u00ean gia TVS \u01b0\u1edbc t\u00ednh nh\u00f3m B\u00e1n l\u1ebb ghi nh\u1eadn m\u1ee9c t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn t\u1eeb 25% – 30% so v\u1edbi c\u00f9ng k\u1ef3, nh\u1edd hi\u1ec7u qu\u1ea3 ho\u1ea1t \u0111\u1ed9ng t\u1ea1i c\u00e1c chu\u1ed7i truy\u1ec1n th\u1ed1ng c\u1ea3i thi\u1ec7n sau giai \u0111o\u1ea1n t\u00e1i c\u01a1 c\u1ea5u, \u0111\u1ed3ng th\u1eddi c\u00e1c chu\u1ed7i b\u00e1n l\u1ebb m\u1edbi nh\u01b0 B\u00e1ch H\u00f3a Xanh, Era Blue, Long Ch\u00e2u… ti\u1ebfp t\u1ee5c duy tr\u00ec t\u1ed1c \u0111\u1ed9 m\u1edf r\u1ed9ng t\u00edch c\u1ef1c. <\/p>\n

V\u1edbi l\u0129nh v\u1ef1c B\u1ea3o hi\u1ec3m, \u00f4ng T\u00e2m d\u1ef1 b\u00e1o l\u00e3i r\u00f2ng c\u00f3 th\u1ec3 t\u0103ng 15% – 20% so v\u1edbi c\u00f9ng k\u1ef3. \u0110\u1ed9ng l\u1ef1c ch\u00ednh \u0111\u1ebfn t\u1eeb vi\u1ec7c m\u1eb7t b\u1eb1ng l\u00e3i su\u1ea5t huy \u0111\u1ed9ng t\u0103ng m\u1ea1nh t\u1eeb cu\u1ed1i n\u0103m 2025 \u0111\u1ebfn nay, qua \u0111\u00f3 h\u1ed7 tr\u1ee3 thu nh\u1eadp t\u1eeb ho\u1ea1t \u0111\u1ed9ng \u0111\u1ea7u t\u01b0 ti\u1ec1n g\u1eedi ng\u00e2n h\u00e0ng c\u1ee7a c\u00e1c doanh nghi\u1ec7p trong ng\u00e0nh. <\/p>\n

\u0110\u1ed1i v\u1edbi l\u0129nh v\u1ef1c Ph\u00e2n b\u00f3n, m\u1ee9c t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o l\u00ean t\u1edbi 40% – 50% so v\u1edbi c\u00f9ng k\u1ef3. Theo chuy\u00ean gia TVS, tri\u1ec3n v\u1ecdng n\u00e0y \u0111\u1ebfn t\u1eeb hai y\u1ebfu t\u1ed1 ch\u00ednh: gi\u00e1 ur\u00ea t\u0103ng m\u1ea1nh d\u01b0\u1edbi t\u00e1c \u0111\u1ed9ng c\u1ee7a xung \u0111\u1ed9t t\u1ea1i Trung \u0110\u00f4ng v\u00e0 ch\u00ednh s\u00e1ch \u00e1p thu\u1ebf GTGT 5% \u0111\u1ed1i v\u1edbi m\u1eb7t h\u00e0ng ph\u00e2n b\u00f3n t\u1eeb th\u00e1ng 7\/2025, qua \u0111\u00f3 g\u00f3p ph\u1ea7n c\u1ea3i thi\u1ec7n bi\u00ean l\u1ee3i nhu\u1eadn cho doanh nghi\u1ec7p. <\/p>\n

Trong khi \u0111\u00f3, nh\u00f3m Th\u00e9p \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng ghi nh\u1eadn m\u1ee9c t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn sau thu\u1ebf kho\u1ea3ng 25% – 30% trong qu\u00fd 1, v\u1edbi \u0111\u1ed9ng l\u1ef1c \u0111\u00e1ng ch\u00fa \u00fd \u0111\u1ebfn t\u1eeb H\u00f2a Ph\u00e1t nh\u1edd \u0111\u00f3ng g\u00f3p c\u1ee7a d\u1ef1 \u00e1n Dung Qu\u1ea5t 2. M\u1eb7t kh\u00e1c, xu h\u01b0\u1edbng \u0111\u1ea9y m\u1ea1nh gi\u1ea3i ng\u00e2n \u0111\u1ea7u t\u01b0 c\u00f4ng ti\u1ebfp t\u1ee5c \u0111\u01b0\u1ee3c duy tr\u00ec c\u0169ng \u0111\u01b0\u1ee3c xem l\u00e0 y\u1ebfu t\u1ed1 h\u1ed7 tr\u1ee3 nhu c\u1ea7u ti\u00eau th\u1ee5 th\u00e9p trong n\u01b0\u1edbc, qua \u0111\u00f3 t\u1ea1o th\u00eam d\u01b0 \u0111\u1ecba t\u0103ng tr\u01b0\u1edfng cho c\u00e1c doanh nghi\u1ec7p trong ng\u00e0nh. <\/p>\n

D\u00f9 v\u1eady, \u00f4ng T\u00e2m c\u0169ng l\u01b0u \u00fd r\u1eb1ng m\u1ee9c t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn t\u00edch c\u1ef1c trong 1\/2026 ch\u01b0a ph\u1ea3n \u00e1nh \u0111\u1ea7y \u0111\u1ee7 t\u00e1c \u0111\u1ed9ng t\u1eeb xung \u0111\u1ed9t t\u1ea1i Trung \u0110\u00f4ng \u0111\u1ed1i v\u1edbi nhi\u1ec1u doanh nghi\u1ec7p. “B\u00ean c\u1ea1nh \u0111\u00f3, do th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n mang t\u00ednh ch\u1ea5t \u0111i tr\u01b0\u1edbc k\u1ef3 v\u1ecdng, di\u1ec5n bi\u1ebfn gi\u00e1 c\u1ed5 phi\u1ebfu c\u1ee7a kh\u00f4ng \u00edt doanh nghi\u1ec7p ni\u00eam y\u1ebft c\u00f3 th\u1ec3 s\u1ebd kh\u00f4ng ho\u00e0n to\u00e0n \u0111\u1ed3ng pha v\u1edbi xu h\u01b0\u1edbng t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn trong qu\u00fd 1\/2026<\/i>“, v\u1ecb chuy\u00ean gia ch\u1ec9 r\u00f5. <\/p>\n

Nh\u00ecn r\u1ed9ng h\u01a1n, nhi\u1ec1u t\u1ed5 ch\u1ee9c ph\u00e2n t\u00edch c\u0169ng cho r\u1eb1ng \u0111\u00e0 t\u0103ng l\u1ee3i nhu\u1eadn trong qu\u00fd 1 n\u0103m nay nhi\u1ec1u kh\u1ea3 n\u0103ng s\u1ebd di\u1ec5n ra theo h\u01b0\u1edbng ph\u00e2n h\u00f3a, thay v\u00ec lan t\u1ecfa tr\u00ean di\u1ec7n r\u1ed9ng. <\/p>\n

Trong d\u1ef1 ph\u00f3ng k\u1ebft qu\u1ea3 kinh doanh qu\u00fd 1\/2026 v\u1eeba c\u00f4ng b\u1ed1, Ch\u1ee9ng kho\u00e1n MB (MBS) <\/b> \u01b0\u1edbc t\u00ednh l\u1ee3i nhu\u1eadn to\u00e0n th\u1ecb tr\u01b0\u1eddng c\u00f3 th\u1ec3 t\u0103ng kho\u1ea3ng 25% so v\u1edbi c\u00f9ng k\u1ef3. Tuy nhi\u00ean, m\u1ee9c t\u0103ng n\u00e0y ch\u1ee7 y\u1ebfu mang t\u00ednh c\u1ee5c b\u1ed9, ch\u01b0a c\u00f3 s\u1ef1 lan t\u1ecfa r\u1ed9ng khi \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng t\u1eadp trung v\u00e0o m\u1ed9t s\u1ed1 nh\u00f3m ng\u00e0nh ho\u1eb7c doanh nghi\u1ec7p c\u00f3 y\u1ebfu t\u1ed1 \u0111\u1ed9t bi\u1ebfn. <\/p>\n

\n

\"Chuy\u00ean <\/p>

<\/figcaption><\/figure>\n

N\u1ed5i b\u1eadt, MBS d\u1ef1 ph\u00f3ng l\u1ee3i nhu\u1eadn nh\u00f3m b\u1ea5t \u0111\u1ed9ng s\u1ea3n v\u1edbi m\u1ee9c t\u0103ng tr\u01b0\u1edfng \u01b0\u1edbc \u0111\u1ea1t 407%, \u0111\u00f3ng g\u00f3p l\u1edbn t\u1eeb VHM. Ng\u00e0nh d\u1ea7u kh\u00ed c\u0169ng ghi nh\u1eadn m\u1ee9c t\u0103ng m\u1ea1nh kho\u1ea3ng 122%, trong khi b\u00e1n l\u1ebb duy tr\u00ec \u0111\u00e0 t\u00edch c\u1ef1c v\u1edbi m\u1ee9c t\u0103ng kho\u1ea3ng 46%. <\/p>\n

\u1ede chi\u1ec1u ng\u01b0\u1ee3c l\u1ea1i, m\u1ed9t s\u1ed1 nh\u00f3m ng\u00e0nh k\u00e9m kh\u1ea3 quan h\u01a1n m\u1eb7t b\u1eb1ng chung khi b\u1ea5t \u0111\u1ed9ng s\u1ea3n khu c\u00f4ng nghi\u1ec7p \u01b0\u1edbc gi\u1ea3m 23% do kh\u00f4ng ph\u1ea3i th\u1eddi \u0111i\u1ec3m b\u00e0n giao \u0111\u1ea5t, nh\u00f3m xu\u1ea5t kh\u1ea9u gi\u1ea3m kho\u1ea3ng 21% v\u00e0 h\u00e0ng kh\u00f4ng gi\u1ea3m 10% do \u00e1p l\u1ef1c chi ph\u00ed nhi\u00ean li\u1ec7u gia t\u0103ng. <\/p>\n<\/p><\/div>","protected":false},"excerpt":{"rendered":"

M\u00f9a c\u00f4ng b\u1ed1 KQKD qu\u00fd 1\/2026 \u0111ang \u0111\u1ebfn g\u1ea7n, tr\u1edf th\u00e0nh m\u1ed9t trong nh\u1eefng t\u00e2m \u0111i\u1ec3m \u0111\u01b0\u1ee3c gi\u1edbi \u0111\u1ea7u t\u01b0 […]<\/p>","protected":false},"author":5,"featured_media":68676,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[221],"tags":[],"class_list":["post-68674","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-chung-khoan"],"acf":[],"_links":{"self":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts\/68674","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/comments?post=68674"}],"version-history":[{"count":0,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts\/68674\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/media\/68676"}],"wp:attachment":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/media?parent=68674"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/categories?post=68674"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/tags?post=68674"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}