{"id":74707,"date":"2026-04-22T08:58:11","date_gmt":"2026-04-22T01:58:11","guid":{"rendered":"https:\/\/hbbgroup.net\/viem-tuyen-giap-co-lam-tang-nguy-co-ung-thu\/"},"modified":"2026-04-22T09:59:31","modified_gmt":"2026-04-22T02:59:31","slug":"1-nam-sau-ngay-giai-phong-hon-40-co-phieu-khu-cong-nghiep-van-chua-dung-day","status":"publish","type":"post","link":"https:\/\/hbbgroup.net\/zh\/1-nam-sau-ngay-giai-phong-hon-40-co-phieu-khu-cong-nghiep-van-chua-dung-day\/","title":{"rendered":"1 n\u0103m sau \u201c\u201cNg\u00e0y Gi\u1ea3i ph\u00f3ng\u201d, h\u01a1n 40% c\u1ed5 phi\u1ebfu khu c\u00f4ng nghi\u1ec7p v\u1eabn ch\u01b0a \u201d\u0111\u1ee9ng d\u1eady\u201d"},"content":{"rendered":"
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\u00a0<\/p>\n<\/div>\n\n\n

Nh\u1eefng ng\u00e0y th\u00e1ng 4\/2026 c\u0169ng \u0111\u00e1nh d\u1ea5u 1 n\u0103m k\u1ec3 t\u1eeb sau c\u00fa s\u1ed1c thu\u1ebf quan 2025. K\u1ec3 t\u1eeb sau \u201cNg\u00e0y Gi\u1ea3i ph\u00f3ng\u201d, h\u01a1n 40% c\u1ed5 phi\u1ebfu khu c\u00f4ng nghi\u1ec7p \u0111\u01b0\u1ee3c theo d\u00f5i v\u1eabn ch\u01b0a tr\u1edf l\u1ea1i th\u1ecb gi\u00e1 tr\u01b0\u1edbc \u0111\u00f3.<\/strong><\/p>\n\n\n\n

H\u01a1n 40% c\u1ed5 phi\u1ebfu ch\u01b0a tr\u1edf l\u1ea1i tr\u1ea1ng th\u00e1i gi\u00e1 tr\u01b0\u1edbc \u201cNg\u00e0y gi\u1ea3i ph\u00f3ng\u201d<\/p>\n\n\n\n

M\u1ed9t n\u0103m sau bi\u1ebfn c\u1ed1 thu\u1ebf quan, b\u1ee9c tranh c\u1ed5 phi\u1ebfu KCN cho th\u1ea5y s\u1ef1 ph\u1ee5c h\u1ed3i kh\u00f4ng \u0111\u1ed3ng \u0111\u1ec1u.<\/p>\n\n\n\n

Th\u1ed1ng k\u00ea \u0111\u1ebfn cu\u1ed1i phi\u00ean 20\/04, h\u01a1n 40% s\u1ed1 m\u00e3 \u0111\u01b0\u1ee3c theo d\u00f5i v\u1eabn ch\u01b0a th\u1ec3 quay l\u1ea1i v\u00f9ng gi\u00e1 tr\u01b0\u1edbc c\u00fa s\u1ed1c.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Nh\u00f3m gi\u1ea3m s\u00e2u tr\u00ean 20% so v\u1edbi gi\u00e1 \u0111\u00f3ng c\u1eeda phi\u00ean 02\/4\/2025 g\u1ed3m NTC<\/a> (-34.82%), MH3<\/a> (-34%), SZC<\/a> (-28.38%), BCM<\/a> (-25.04%).<\/p>\n\n\n\n

\u1ede nh\u00f3m gi\u1ea3m tr\u00ean 10% l\u00e0 s\u1ef1 g\u00f3p m\u1eb7t c\u1ee7a TID<\/a> (-18.18%), IDV<\/a> (-17.79%), VRG<\/a> (-17.22%), SIP<\/a> (-15.07%), LHG<\/a> (-12.89%), PXL<\/a> (-10.84%) cho th\u1ea5y l\u1ef1c c\u1ea7u c\u0169ng ch\u01b0a \u0111\u1ee7 m\u1ea1nh \u0111\u1ec3 tho\u00e1t kh\u1ecfi s\u1ef1 \u0111i\u1ec1u ch\u1ec9nh.<\/p>\n\n\n\n

D\u00f9 v\u1eady, kh\u00f4ng ph\u1ea3i to\u00e0n ng\u00e0nh ch\u00ecm trong s\u1eafc \u0111\u1ecf. M\u1ed9t s\u1ed1 m\u00e3 v\u1eabn ghi nh\u1eadn m\u1ee9c t\u0103ng \u0111\u00e1ng k\u1ec3 nh\u01b0 TAL<\/a> (+67.3%), TIX<\/a> (+20%) hay KBC<\/a> (+18.81%) \u2013 c\u00e1i t\u00ean n\u1ed5i b\u1eadt nh\u1ea5t trong giai \u0111o\u1ea1n g\u1ea7n \u0111\u00e2y.<\/p>\n\n\n\n

\u0110\u01b0\u1ee3c bi\u1ebft, Ch\u1ee9ng kho\u00e1n VPBank<\/a>S \u0111\u00e3 mua th\u00eam 1.15 tri\u1ec7u c\u1ed5 phi\u1ebfu KBC, n\u00e2ng s\u1edf h\u1eefu l\u00ean 5.044% v\u00e0 ch\u00ednh th\u1ee9c tr\u1edf th\u00e0nh c\u1ed5 \u0111\u00f4ng l\u1edbn.<\/p>\n\n\n\n

Trong khi \u0111\u00f3, \u00f4ng l\u1edbn GVR<\/a> (+6.2%) ghi nh\u1eadn m\u1ee9c t\u0103ng khi\u00eam t\u1ed1n, ph\u1ea3n \u00e1nh tr\u1ea1ng th\u00e1i \u201cneo gi\u00e1\u201d thay v\u00ec b\u1ee9t ph\u00e1.<\/p>\n\n\n\n

T\u1ed5ng th\u1ec3, ng\u00e0nh KCN \u0111ang trong tr\u1ea1ng th\u00e1i ph\u00e2n h\u00f3a r\u00f5 n\u00e9t: m\u1ed9t b\u00ean l\u00e0 nh\u00f3m \u0111\u00e3 c\u00f3 c\u00e2u chuy\u1ec7n ri\u00eang \u0111\u1ec3 h\u00fat ti\u1ec1n, b\u00ean c\u00f2n l\u1ea1i v\u1eabn loay hoay v\u1edbi h\u1eadu qu\u1ea3 c\u1ee7a c\u00fa s\u1ed1c thu\u1ebf quan.<\/p>\n\n\n\n

FDI v\u1eabn t\u0103ng, nh\u01b0ng ch\u01b0a \u0111\u1ee7 k\u00e9o to\u00e0n ng\u00e0nh<\/p>\n\n\n\n

M\u1ed9t trong nh\u1eefng tr\u1ee5 c\u1ed9t c\u1ee7a nh\u00f3m KCN l\u00e0 d\u00f2ng v\u1ed1n FDI. Theo Ch\u1ee9ng kho\u00e1n Vietcap, t\u1ed5ng v\u1ed1n FDI \u0111\u0103ng k\u00fd trong qu\u00fd 1\/2026 t\u0103ng m\u1ea1nh 42.9%, \u0111\u1ea1t 15.2 t\u1ef7 USD. V\u1ed1n gi\u1ea3i ng\u00e2n c\u0169ng duy tr\u00ec t\u00edch c\u1ef1c, t\u0103ng 9.4% YoY trong th\u00e1ng 3, \u0111\u01b0a t\u1ed5ng gi\u1ea3i ng\u00e2n qu\u00fd l\u00ean 5.4 t\u1ef7 USD (+9.1% YoY).<\/p>\n\n\n\n

\u0110\u00e1ng ch\u00fa \u00fd, vi\u1ec7c c\u00e1c doanh nghi\u1ec7p l\u1edbn t\u1eeb H\u00e0n Qu\u1ed1c d\u1ef1 ki\u1ebfn \u0111\u1ebfn Vi\u1ec7t Nam v\u00e0o cu\u1ed1i th\u00e1ng 4 \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng m\u1edf ra l\u00e0n s\u00f3ng \u0111\u1ea7u t\u01b0 m\u1edbi, \u0111\u1eb7c bi\u1ec7t trong c\u00e1c l\u0129nh v\u1ef1c c\u00f4ng ngh\u1ec7 cao.<\/p>\n\n\n\n

Tuy nhi\u00ean, Ch\u1ee9ng kho\u00e1n Agriseco, tri\u1ec3n v\u1ecdng n\u00e0y kh\u00f4ng ho\u00e0n to\u00e0n \u201cm\u1ed9t chi\u1ec1u\u201d. Trong ng\u1eafn h\u1ea1n, d\u00f2ng v\u1ed1n FDI v\u00e0 nhu c\u1ea7u thu\u00ea \u0111\u1ea5t KCN c\u00f3 th\u1ec3 b\u1ecb \u1ea3nh h\u01b0\u1edfng b\u1edfi c\u00e1c y\u1ebfu t\u1ed1 nh\u01b0 c\u0103ng th\u1eb3ng \u0111\u1ecba ch\u00ednh tr\u1ecb hay ch\u00ednh s\u00e1ch t\u1eeb M\u1ef9.<\/p>\n\n\n\n

D\u00f2ng v\u1ed1n FDI v\u00e0o Vi\u1ec7t Nam n\u0103m 2025 v\u00e0 qu\u00fd 1\/2026 ti\u1ebfp t\u1ee5c t\u0103ng cao cho th\u1ea5y ni\u1ec1m tin c\u1ee7a nh\u00e0 \u0111\u1ea7u t\u01b0 qu\u1ed1c t\u1ebf \u0111\u1ebfn m\u00f4i tr\u01b0\u1eddng kinh doanh c\u1ee7a Vi\u1ec7t Nam b\u1ea5t ch\u1ea5t r\u1ee7i ro t\u1eeb thu\u1ebf quan, xung \u0111\u1ed9t Trung \u0110\u00f4ng. Vi\u1ec7c Ch\u00ednh ph\u1ee7 th\u00e0nh l\u1eadp Qu\u1ef9 H\u1ed7 tr\u1ee3 \u0111\u1ea7u t\u01b0, ban h\u00e0nh th\u1ee7 t\u1ee5c \u0111\u1eb7c bi\u1ec7t \u0111\u1ed1i v\u1edbi c\u00e1c d\u1ef1 \u00e1n KCN chi\u1ebfn l\u01b0\u1ee3c, l\u00e0 t\u00edn hi\u1ec7u t\u00edch c\u1ef1c trong vi\u1ec7c duy tr\u00ec v\u1ecb th\u1ebf c\u1ea1nh tranh c\u1ee7a Vi\u1ec7t Nam.<\/p>\n\n\n\n

V\u1ec1 trung v\u00e0 d\u00e0i h\u1ea1n, vi\u1ec7c ho\u00e0n thi\u1ec7n h\u1ea1 t\u1ea7ng giao th\u00f4ng, cao t\u1ed1c gi\u00fap t\u0103ng t\u00ednh k\u1ebft n\u1ed1i gi\u1eefa c\u00e1c v\u00f9ng, c\u00f9ng v\u1edbi ch\u00ednh s\u00e1ch \u01b0u \u0111\u00e3i \u0111\u1ea7u t\u01b0 v\u00e0 xu h\u01b0\u1edbng d\u1ecbch chuy\u1ec3n chu\u1ed7i cung \u1ee9ng to\u00e0n c\u1ea7u, s\u1ebd ti\u1ebfp t\u1ee5c l\u00e0 \u0111\u1ed9ng l\u1ef1c ch\u00ednh.<\/p>\n\n\n\n

Agriseco d\u1ef1 b\u00e1o nh\u1eefng doanh nghi\u1ec7p c\u00f3 s\u1eb5n qu\u1ef9 \u0111\u1ea5t s\u1ea1ch, \u0111\u00e3 k\u00fd MOU v\u1edbi kh\u00e1ch h\u00e0ng v\u00e0 c\u00f3 n\u0103ng l\u1ef1c t\u00e0i ch\u00ednh t\u1ed1t \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o s\u1ebd l\u00e0 nh\u00f3m h\u01b0\u1edfng l\u1ee3i r\u00f5 n\u00e9t trong chu k\u1ef3 t\u1edbi.<\/p>\n\n\n\n

B\u00ean c\u1ea1nh \u0111\u00f3, gi\u1edbi \u0111\u1ea7u t\u01b0 c\u0169ng \u0111ang \u0111\u01b0\u1ee3c gieo nh\u1eefng hy v\u1ecdng t\u00edch c\u1ef1c v\u1ec1 vi\u1ec7c c\u00e1c doanh nghi\u1ec7p xu\u1ea5t kh\u1ea9u c\u00f3 th\u1ec3 h\u01b0\u1edfng l\u1ee3i khi M\u1ef9 b\u1eaft \u0111\u1ea7u ho\u00e0n tr\u1ea3 166 t\u1ef7 USD thu\u1ebf quan t\u1eeb ng\u00e0y 20\/04. Th\u1eadm ch\u00ed, c\u00e1c y\u00eau c\u1ea7u ho\u00e0n thu\u1ebf c\u00f3 th\u1ec3 k\u00e8m l\u00e3i su\u1ea5t, \u0111\u1ed1i v\u1edbi m\u1ed9t s\u1ed1 nh\u00e0 nh\u1eadp kh\u1ea9u.<\/p>\n\n\n\n

C\u00e1c th\u00f4ng tin c\u1eadp nh\u1eadt s\u1ebd c\u00f2n nh\u1eadn \u0111\u01b0\u1ee3c nh\u1eadn s\u1ef1 quan t\u00e2m. N\u1ebfu tri\u1ec3n khai, \u0111\u00e2y c\u00f3 th\u1ec3 l\u00e0 m\u1ed9t trong nh\u1eefng \u0111\u1ee3t ho\u00e0n thu\u1ebf l\u1edbn nh\u1ea5t trong l\u1ecbch s\u1eed ch\u00ednh s\u00e1ch th\u01b0\u01a1ng m\u1ea1i M\u1ef9.<\/p>\n\n\n\n

\u1ede g\u00f3c nh\u00ecn r\u1ed9ng h\u01a1n, di\u1ec5n bi\u1ebfn c\u1ee7a nh\u00f3m KCN c\u0169ng ph\u1ea3n \u00e1nh c\u00e2u chuy\u1ec7n chung c\u1ee7a th\u1ecb tr\u01b0\u1eddng.<\/p>\n\n\n\n

\u00d4ng B\u00f9i V\u0103n Huy \u2013 Gi\u00e1m \u0111\u1ed1c Kh\u1ed1i Nghi\u00ean c\u1ee9u \u0110\u1ea7u t\u01b0 CTCP FIDT \u2013 cho r\u1eb1ng \u0111\u00e0 t\u0103ng hi\u1ec7n t\u1ea1i c\u1ee7a ch\u1ec9 s\u1ed1 \u0111ang \u0111i nhanh h\u01a1n s\u1ee9c kh\u1ecfe th\u1ef1c c\u1ee7a th\u1ecb tr\u01b0\u1eddng.<\/p>\n\n\n\n

Theo \u00f4ng, nh\u1ecbp h\u1ed3i ph\u1ee5c th\u1eddi gian qua ch\u1ee7 y\u1ebfu \u0111\u01b0\u1ee3c d\u1eabn d\u1eaft b\u1edfi nh\u00f3m v\u1ed1n h\u00f3a l\u1edbn v\u00e0 k\u1ef3 v\u1ecdng n\u00e2ng h\u1ea1ng th\u1ecb tr\u01b0\u1eddng, thay v\u00ec s\u1ef1 c\u1ea3i thi\u1ec7n \u0111\u1ed3ng \u0111\u1ec1u v\u1ec1 l\u1ee3i nhu\u1eadn v\u00e0 d\u00f2ng ti\u1ec1n.<\/p>\n\n\n\n

\u201cN\u1ebfu ch\u1ec9 s\u1ed1 ti\u1ebfp t\u1ee5c \u0111i l\u00ean trong khi \u0111\u1ed9 r\u1ed9ng v\u00e0 thanh kho\u1ea3n kh\u00f4ng c\u1ea3i thi\u1ec7n t\u01b0\u01a1ng \u1ee9ng, t\u00f4i s\u1ebd xem \u0111\u00f3 l\u00e0 tr\u1ea1ng th\u00e1i t\u0103ng nh\u01b0ng d\u1ec5 rung l\u1eafc h\u01a1n l\u00e0 m\u1ed9t m\u1eb7t b\u1eb1ng t\u0103ng ch\u1eafc ch\u1eafn\u201d, \u00f4ng Huy \u0111\u01b0a ra d\u1ef1 b\u00e1o.<\/p>\n\n\n\n

<\/p>","protected":false},"excerpt":{"rendered":"

\u00a0 Nh\u1eefng ng\u00e0y th\u00e1ng 4\/2026 c\u0169ng \u0111\u00e1nh d\u1ea5u 1 n\u0103m k\u1ec3 t\u1eeb sau c\u00fa s\u1ed1c thu\u1ebf quan 2025. K\u1ec3 t\u1eeb […]<\/p>","protected":false},"author":5,"featured_media":74888,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[221],"tags":[],"class_list":["post-74707","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\/74707","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=74707"}],"version-history":[{"count":1,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts\/74707\/revisions"}],"predecessor-version":[{"id":74889,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts\/74707\/revisions\/74889"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/media\/74888"}],"wp:attachment":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/media?parent=74707"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/categories?post=74707"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/tags?post=74707"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}