{"id":2618,"date":"2025-10-13T09:11:29","date_gmt":"2025-10-13T02:11:29","guid":{"rendered":"https:\/\/ckvn.net\/chung-khoan\/?p=2618"},"modified":"2025-10-13T09:14:03","modified_gmt":"2025-10-13T02:14:03","slug":"ssi-van-tin-dung-nlg-va-kdh-trong-nganh-bat-dong-san-dan-cu-nam-2026","status":"publish","type":"post","link":"https:\/\/ckvn.net\/chung-khoan\/phan-tich\/doanh-nghiep\/ssi-van-tin-dung-nlg-va-kdh-trong-nganh-bat-dong-san-dan-cu-nam-2026\/","title":{"rendered":"SSI v\u1eabn \u201ctin d\u00f9ng\u201d NLG v\u00e0 KDH trong ng\u00e0nh b\u1ea5t \u0111\u1ed9ng s\u1ea3n d\u00e2n c\u01b0 n\u0103m 2026"},"content":{"rendered":"<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"850\" height=\"478\" src=\"https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/akari-city.jpg\" alt=\"\" class=\"wp-image-2628\" srcset=\"https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/akari-city.jpg 850w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/akari-city-300x169.jpg 300w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/akari-city-768x432.jpg 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<p>Quan \u0111i\u1ec3m c\u1ee7a SSI v\u1ec1 tri\u1ec3n v\u1ecdng ng\u00e0nh B\u1ea5t \u0111\u1ed9ng s\u1ea3n Nh\u00e0 \u1edf n\u0103m\u00a02026\u00a0l\u00e0\u00a0t\u00edch c\u1ef1c, \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi s\u1ef1 c\u1ea3i thi\u1ec7n \u0111\u1ed3ng b\u1ed9 c\u1ee7a c\u1ea3 ngu\u1ed3n cung v\u00e0 nhu c\u1ea7u th\u1ecb tr\u01b0\u1eddng. N\u0103m\u00a02026\u00a0\u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng l\u00e0 giai \u0111o\u1ea1n th\u1ecb tr\u01b0\u1eddng ph\u00eda Nam ghi nh\u1eadn \u0111\u00e0 ph\u1ee5c h\u1ed3i m\u1ea1nh m\u1ebd, d\u1eabn d\u1eaft b\u1edfi c\u00e1c doanh nghi\u1ec7p c\u00f3 qu\u1ef9 \u0111\u1ea5t s\u1ea1ch v\u00e0 kh\u1ea3 n\u0103ng tri\u1ec3n khai d\u1ef1 \u00e1n t\u1ed1t nh\u01b0\u00a0KDH\u00a0v\u00e0\u00a0NLG.<\/p>\n\n\n\n<p>SSI \u0111\u00e1nh gi\u00e1 t\u00edch c\u1ef1c tri\u1ec3n v\u1ecdng ng\u00e0nh B\u0110S d\u00e2n c\u01b0 n\u0103m 2026, nh\u1edd ch\u00ednh s\u00e1ch h\u1ed7 tr\u1ee3 t\u00edn d\u1ee5ng, \u0111\u1ea7u t\u01b0 c\u00f4ng v\u00e0 nhu c\u1ea7u nh\u00e0 \u1edf th\u1ef1c t\u0103ng tr\u1edf l\u1ea1i, \u0111\u1eb7c bi\u1ec7t t\u1eeb ph\u00e2n kh\u00fac trung c\u1ea5p v\u00e0 nh\u00e0 \u1edf x\u00e3 h\u1ed9i.<\/p>\n\n\n\n<p>NLG \u0111\u01b0\u1ee3c SSI l\u1ef1a ch\u1ecdn nh\u1edd qu\u1ef9 \u0111\u1ea5t l\u1edbn, ti\u1ebfn \u0111\u1ed9 b\u00e0n giao \u1ed5n \u0111\u1ecbnh v\u00e0 d\u00f2ng ti\u1ec1n v\u1eefng, gi\u00fap duy tr\u00ec t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn v\u00e0 kh\u1ea3 n\u0103ng m\u1edf r\u1ed9ng d\u1ef1 \u00e1n trong giai \u0111o\u1ea1n 2026\u20132027.<\/p>\n\n\n\n<p>SSI d\u1ef1 b\u00e1o l\u1ee3i nhu\u1eadn r\u00f2ng c\u1ee7a NLG t\u0103ng tr\u01b0\u1edfng 2 ch\u1eef s\u1ed1 trong n\u0103m 2026, \u0111\u1ecbnh gi\u00e1 c\u1ed5 phi\u1ebfu v\u1eabn \u1edf m\u1ee9c h\u1ea5p d\u1eabn so v\u1edbi ti\u1ec1m n\u0103ng d\u00e0i h\u1ea1n, \u0111\u1eb7c bi\u1ec7t khi th\u1ecb tr\u01b0\u1eddng h\u1ed3i ph\u1ee5c r\u00f5 n\u00e9t.<\/p>\n\n\n\n<p><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"178\" src=\"https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/NLG-3-1024x178.png\" alt=\"\" class=\"wp-image-2619\" srcset=\"https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/NLG-3-1024x178.png 1024w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/NLG-3-300x52.png 300w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/NLG-3-768x134.png 768w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/NLG-3.png 1206w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_53 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >N\u1ed9i dung<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\" role=\"button\"><label for=\"item-6a2224c3a5ddb\" ><span class=\"\"><span style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" 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href=\"https:\/\/ckvn.net\/chung-khoan\/phan-tich\/doanh-nghiep\/ssi-van-tin-dung-nlg-va-kdh-trong-nganh-bat-dong-san-dan-cu-nam-2026\/#Nhin_Lai_Nam_2025_Thanh_Khoan_On_Dinh_va_Su_Tro_Lai_cua_Cac_Chu_Dau_Tu_Lon\" title=\"Nh\u00ecn L\u1ea1i N\u0103m 2025: Thanh Kho\u1ea3n \u1ed4n \u0110\u1ecbnh v\u00e0 S\u1ef1 Tr\u1edf L\u1ea1i c\u1ee7a C\u00e1c Ch\u1ee7 \u0110\u1ea7u T\u01b0 L\u1edbn\">Nh\u00ecn L\u1ea1i N\u0103m 2025: Thanh Kho\u1ea3n \u1ed4n \u0110\u1ecbnh v\u00e0 S\u1ef1 Tr\u1edf L\u1ea1i c\u1ee7a C\u00e1c Ch\u1ee7 \u0110\u1ea7u T\u01b0 L\u1edbn<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/ckvn.net\/chung-khoan\/phan-tich\/doanh-nghiep\/ssi-van-tin-dung-nlg-va-kdh-trong-nganh-bat-dong-san-dan-cu-nam-2026\/#Trien_Vong_Nam_2026_Nguon_Cung_Tang_Manh_va_Ty_Le_Hap_Thu_On_Dinh\" title=\"Tri\u1ec3n V\u1ecdng N\u0103m 2026: Ngu\u1ed3n Cung T\u0103ng M\u1ea1nh v\u00e0 T\u1ef7 L\u1ec7 H\u1ea5p Th\u1ee5 \u1ed4n \u0110\u1ecbnh\">Tri\u1ec3n V\u1ecdng N\u0103m 2026: Ngu\u1ed3n Cung T\u0103ng M\u1ea1nh v\u00e0 T\u1ef7 L\u1ec7 H\u1ea5p Th\u1ee5 \u1ed4n \u0110\u1ecbnh<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/ckvn.net\/chung-khoan\/phan-tich\/doanh-nghiep\/ssi-van-tin-dung-nlg-va-kdh-trong-nganh-bat-dong-san-dan-cu-nam-2026\/#Du_bao_Loi_nhuan_va_Dinh_Gia\" title=\"D\u1ef1 b\u00e1o L\u1ee3i nhu\u1eadn v\u00e0 \u0110\u1ecbnh Gi\u00e1\">D\u1ef1 b\u00e1o L\u1ee3i nhu\u1eadn v\u00e0 \u0110\u1ecbnh Gi\u00e1<\/a><\/li><\/ul><\/nav><\/div>\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Nhin_Lai_Nam_2025_Thanh_Khoan_On_Dinh_va_Su_Tro_Lai_cua_Cac_Chu_Dau_Tu_Lon\"><\/span>Nh\u00ecn L\u1ea1i N\u0103m 2025: Thanh Kho\u1ea3n \u1ed4n \u0110\u1ecbnh v\u00e0 S\u1ef1 Tr\u1edf L\u1ea1i c\u1ee7a C\u00e1c Ch\u1ee7 \u0110\u1ea7u T\u01b0 L\u1edbn<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>N\u0103m&nbsp;2025&nbsp;l\u00e0 m\u1ed9t n\u0103m b\u1ea3n l\u1ec1 cho s\u1ef1 ph\u1ee5c h\u1ed3i c\u1ee7a th\u1ecb tr\u01b0\u1eddng sau giai \u0111o\u1ea1n tr\u1ea7m l\u1eafng, m\u1eb7c d\u00f9 thanh kho\u1ea3n v\u1eabn \u0111i ngang v\u00e0 gi\u00e1 b\u00e1n duy tr\u00ec \u1edf m\u1ee9c cao.<\/p>\n\n\n\n<p>Theo s\u1ed1 li\u1ec7u t\u1eeb B\u1ed9 X\u00e2y d\u1ef1ng, t\u1ed5ng s\u1ed1 l\u01b0\u1ee3ng giao d\u1ecbch trong&nbsp;9&nbsp;th\u00e1ng \u0111\u1ea7u n\u0103m&nbsp;2025&nbsp;g\u1ea7n nh\u01b0 kh\u00f4ng thay \u0111\u1ed5i so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc, \u0111\u1ea1t&nbsp;430,769&nbsp;c\u0103n. Th\u1ecb tr\u01b0\u1eddng c\u00f3 s\u1ef1 ph\u00e2n h\u00f3a r\u00f5 r\u1ec7t theo khu v\u1ef1c:<\/p>\n\n\n\n<p>T\u1ea1i H\u00e0 N\u1ed9i:\u00a0Ngu\u1ed3n cung c\u0103n h\u1ed9 m\u1edbi ghi nh\u1eadn s\u1ef1 t\u0103ng tr\u01b0\u1edfng \u0111\u00e1ng k\u1ec3, \u0111\u1ea1t\u00a024,556\u00a0c\u0103n, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng\u00a080%\u00a0t\u1ed5ng l\u01b0\u1ee3ng cung n\u0103m\u00a02024. T\u00e2m \u0111i\u1ec3m v\u1eabn l\u00e0 khu v\u1ef1c ph\u00eda \u0110\u00f4ng v\u00e0 V\u0103n Giang (H\u01b0ng Y\u00ean), n\u01a1i c\u00e1c \u0111\u1ea1i \u0111\u00f4 th\u1ecb c\u1ee7a Vinhomes c\u00f9ng c\u00e1c ch\u1ee7 \u0111\u1ea7u t\u01b0 ch\u01b0a ni\u00eam y\u1ebft kh\u00e1c chi\u1ebfm \u01b0u th\u1ebf.<\/p>\n\n\n\n<p>T\u1ea1i khu v\u1ef1c ph\u00eda Nam:\u00a0Ngu\u1ed3n cung s\u01a1 c\u1ea5p \u0111\u1ea1t h\u01a1n\u00a012,000\u00a0c\u0103n h\u1ed9 (+3%\u00a0so v\u1edbi c\u00f9ng k\u1ef3), v\u1edbi ph\u1ea7n l\u1edbn t\u1eadp trung t\u1ea1i TP.HCM, B\u00ecnh D\u01b0\u01a1ng v\u00e0 B\u00e0 R\u1ecba-V\u0169ng T\u00e0u. Nhu c\u1ea7u th\u1ecb tr\u01b0\u1eddng t\u0103ng m\u1ea1nh \u0111\u1ed9t bi\u1ebfn, g\u1ea5p\u00a05.7\u00a0l\u1ea7n so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc, ch\u1ee7 y\u1ebfu t\u1eadp trung v\u00e0o c\u00e1c d\u1ef1 \u00e1n t\u1ea1i TP.HCM.<\/p>\n\n\n\n<p>M\u1eb7c d\u00f9 t\u1ed1c \u0111\u1ed9 t\u0103ng \u0111\u00e3 ch\u1eadm l\u1ea1i,\u00a0gi\u00e1 b\u00e1n v\u1eabn neo \u1edf m\u1ee9c cao, cho th\u1ea5y t\u00e2m l\u00fd g\u0103m gi\u1eef h\u00e0ng h\u00f3a v\u00e0 k\u1ef3 v\u1ecdng v\u1ec1 s\u1ef1 h\u1ed3i ph\u1ee5c trong t\u01b0\u01a1ng lai c\u1ee7a c\u00e1c ch\u1ee7 \u0111\u1ea7u t\u01b0.<\/p>\n\n\n\n<p><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"917\" height=\"531\" src=\"https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/bds-2.png\" alt=\"\" class=\"wp-image-2620\" srcset=\"https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/bds-2.png 917w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/bds-2-300x174.png 300w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/bds-2-768x445.png 768w\" sizes=\"(max-width: 917px) 100vw, 917px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<p>Ho\u1ea1t \u0111\u1ed9ng kinh doanh c\u1ee7a c\u00e1c doanh nghi\u1ec7p ni\u00eam y\u1ebft \u0111\u00e3 c\u1ea3i thi\u1ec7n \u0111\u00e1ng k\u1ec3 trong n\u1eeda \u0111\u1ea7u n\u0103m\u00a02025.\u00a0VHM\u00a0v\u00e0\u00a0NLG\u00a0ghi nh\u1eadn t\u0103ng tr\u01b0\u1edfng doanh s\u1ed1 b\u00e1n h\u00e0ng l\u1ea7n l\u01b0\u1ee3t l\u00e0\u00a0+31%\u00a0v\u00e0\u00a0+24%\u00a0so v\u1edbi c\u00f9ng k\u1ef3. \u0110\u00e1ng ch\u00fa \u00fd, c\u00e1c d\u1ef1 \u00e1n \u1edf v\u00f9ng ven nh\u01b0 The Gi\u00f3 Riverside (B\u00ecnh D\u01b0\u01a1ng) c\u1ee7a\u00a0AGG\u00a0\u0111\u1ea1t k\u1ebft qu\u1ea3 t\u00edch c\u1ef1c, v\u1edbi t\u1ed1c \u0111\u1ed9 h\u1ea5p th\u1ee5 cao nh\u1edd h\u01b0\u1edfng l\u1ee3i t\u1eeb th\u00f4ng tin s\u00e1p nh\u1eadp h\u00e0nh ch\u00ednh v\u00e0 \u0111\u1ea9y m\u1ea1nh \u0111\u1ea7u t\u01b0 h\u1ea1 t\u1ea7ng giao th\u00f4ng li\u00ean v\u00f9ng.<\/p>\n\n\n\n<p>Qu\u00fd\u00a04\/2025\u00a0\u0111\u01b0\u1ee3c xem l\u00e0 giai \u0111o\u1ea1n cao \u0111i\u1ec3m v\u1edbi ho\u1ea1t \u0111\u1ed9ng m\u1edf b\u00e1n s\u00f4i \u0111\u1ed9ng tr\u1edf l\u1ea1i, \u0111\u1eb7c bi\u1ec7t t\u1ea1i khu v\u1ef1c ph\u00eda Nam. C\u00e1c ch\u1ee7 \u0111\u1ea7u t\u01b0 l\u1edbn nh\u01b0 VHM, KDH, DXG, v\u00e0 NLG \u0111\u1ec1u c\u00f3 k\u1ebf ho\u1ea1ch m\u1edf b\u00e1n c\u00e1c d\u1ef1 \u00e1n m\u1edbi quy m\u00f4 l\u1edbn, k\u1ef3 v\u1ecdng h\u01b0\u1edfng l\u1ee3i t\u1eeb \u0111\u00e0 h\u1ed3i ph\u1ee5c c\u1ee7a th\u1ecb tr\u01b0\u1eddng.<\/p>\n\n\n\n<p><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"296\" src=\"https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/bds-1-1024x296.png\" alt=\"\" class=\"wp-image-2621\" srcset=\"https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/bds-1-1024x296.png 1024w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/bds-1-300x87.png 300w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/bds-1-768x222.png 768w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/bds-1.png 1181w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Trien_Vong_Nam_2026_Nguon_Cung_Tang_Manh_va_Ty_Le_Hap_Thu_On_Dinh\"><\/span>Tri\u1ec3n V\u1ecdng N\u0103m 2026: Ngu\u1ed3n Cung T\u0103ng M\u1ea1nh v\u00e0 T\u1ef7 L\u1ec7 H\u1ea5p Th\u1ee5 \u1ed4n \u0110\u1ecbnh<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>B\u01b0\u1edbc sang n\u0103m&nbsp;2026, th\u1ecb tr\u01b0\u1eddng B\u1ea5t \u0111\u1ed9ng s\u1ea3n Nh\u00e0 \u1edf \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o s\u1ebd c\u00f3 nh\u1eefng chuy\u1ec3n bi\u1ebfn t\u00edch c\u1ef1c m\u1ea1nh m\u1ebd, v\u1edbi s\u1ef1 ph\u1ee5c h\u1ed3i r\u00f5 n\u00e9t, \u0111\u1eb7c bi\u1ec7t l\u00e0 \u1edf th\u1ecb tr\u01b0\u1eddng ph\u00eda Nam.<\/p>\n\n\n\n<p>Ngu\u1ed3n cung ti\u1ebfp t\u1ee5c t\u0103ng m\u1ea1nh:\u00a0Ngu\u1ed3n cung c\u0103n h\u1ed9 m\u1edbi t\u1ea1i H\u00e0 N\u1ed9i v\u00e0 TP.HCM d\u1ef1 ki\u1ebfn \u0111\u1ea1t\u00a060,300\u00a0c\u0103n\u00a0(+11%\u00a0so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m\u00a02025). S\u1ef1 gia t\u0103ng ngu\u1ed3n cung n\u00e0y \u0111\u1ebfn t\u1eeb vi\u1ec7c t\u00e1i kh\u1edfi \u0111\u1ed9ng c\u00e1c d\u1ef1 \u00e1n b\u1ecb v\u01b0\u1edbng m\u1eafc ph\u00e1p l\u00fd, c\u00e1c d\u1ef1 \u00e1n th\u00ed \u0111i\u1ec3m theo Ngh\u1ecb quy\u1ebft\u00a0171\u00a0v\u00e0 c\u00e1c d\u1ef1 \u00e1n m\u1edbi \u0111\u01b0\u1ee3c ph\u00ea duy\u1ec7t. Khu v\u1ef1c v\u00f9ng ven nh\u01b0 B\u00ecnh D\u01b0\u01a1ng, B\u00e0 R\u1ecba\u2013V\u0169ng T\u00e0u, \u0110\u1ed3ng Nai v\u00e0 T\u00e2y Ninh \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng chi\u1ebfm kho\u1ea3ng\u00a030%\u00a0t\u1ed5ng ngu\u1ed3n cung, cho th\u1ea5y t\u00edn hi\u1ec7u h\u1ed3i ph\u1ee5c m\u1ea1nh m\u1ebd c\u1ee7a c\u00e1c th\u1ecb tr\u01b0\u1eddng v\u1ec7 tinh.<\/p>\n\n\n\n<p><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"729\" src=\"https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/bds-1024x729.png\" alt=\"\" class=\"wp-image-2622\" srcset=\"https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/bds-1024x729.png 1024w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/bds-300x214.png 300w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/bds-768x547.png 768w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/10\/bds.png 1161w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<p>Nhu c\u1ea7u mua nh\u00e0 c\u1ea3i thi\u1ec7n:\u00a0Nhu c\u1ea7u \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng t\u0103ng l\u00ean nh\u1edd hai y\u1ebfu t\u1ed1 c\u1ed1t l\u00f5i:<\/p>\n\n\n\n<p>1. M\u1eb7t b\u1eb1ng l\u00e3i su\u1ea5t duy tr\u00ec th\u1ea5p, t\u1ea1o \u0111i\u1ec1u ki\u1ec7n thu\u1eadn l\u1ee3i cho ng\u01b0\u1eddi mua nh\u00e0 ti\u1ebfp c\u1eadn v\u1ed1n vay.<\/p>\n\n\n\n<p>2. H\u1ea1 t\u1ea7ng giao th\u00f4ng li\u00ean v\u00f9ng ng\u00e0y c\u00e0ng ho\u00e0n thi\u1ec7n, gi\u00fap r\u00fat ng\u1eafn th\u1eddi gian di chuy\u1ec3n gi\u1eefa c\u00e1c trung t\u00e2m l\u1edbn (H\u00e0 N\u1ed9i, TP.HCM) v\u00e0 c\u00e1c t\u1ec9nh l\u00e2n c\u1eadn, l\u00e0m t\u0103ng t\u00ednh h\u1ea5p d\u1eabn c\u1ee7a b\u1ea5t \u0111\u1ed9ng s\u1ea3n v\u00f9ng ven.<\/p>\n\n\n\n<p>V\u1edbi ngu\u1ed3n cung d\u1ed3i d\u00e0o v\u00e0 gi\u00e1 b\u00e1n v\u1eabn neo cao, SSI d\u1ef1 b\u00e1o\u00a0t\u1ef7 l\u1ec7 h\u1ea5p th\u1ee5 s\u1ebd \u1ed5n \u0111\u1ecbnh quanh m\u1ee9c\u00a085<strong>\u2013<\/strong>90%, t\u01b0\u01a1ng t\u1ef1 giai \u0111o\u1ea1n th\u1ecb tr\u01b0\u1eddng ph\u00e1t tri\u1ec3n l\u00e0nh m\u1ea1nh\u00a02015\u22122018, thay v\u00ec t\u00ecnh tr\u1ea1ng v\u01b0\u1ee3t cung nh\u01b0 n\u0103m\u00a02024.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Du_bao_Loi_nhuan_va_Dinh_Gia\"><\/span>D\u1ef1 b\u00e1o L\u1ee3i nhu\u1eadn v\u00e0 \u0110\u1ecbnh Gi\u00e1<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>SSI d\u1ef1 b\u00e1o doanh s\u1ed1 b\u00e1n h\u00e0ng c\u1ee7a\u00a0VHM\u00a0s\u1ebd t\u0103ng tr\u01b0\u1edfng\u00a0+8%\u00a0so v\u1edbi c\u00f9ng k\u1ef3 trong n\u0103m\u00a02026. Trong khi \u0111\u00f3,\u00a0KDH\u00a0v\u00e0\u00a0NLG\u00a0\u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng t\u0103ng tr\u01b0\u1edfng doanh s\u1ed1 b\u00e1n h\u00e0ng m\u1ea1nh h\u01a1n, \u0111\u1ea1t\u00a0+25%\u00a0so v\u1edbi c\u00f9ng k\u1ef3 trong n\u0103m\u00a02026, nh\u1edd v\u00e0o n\u1ec1n th\u1ea5p n\u0103m\u00a02024\u00a0v\u00e0 vi\u1ec7c tung ra c\u00e1c d\u1ef1 \u00e1n m\u1edbi.<\/p>\n\n\n\n<p>V\u1ec1 l\u1ee3i nhu\u1eadn sau thu\u1ebf n\u0103m\u00a02026, SSI d\u1ef1 b\u00e1o\u00a0VHM\u00a0s\u1ebd t\u0103ng tr\u01b0\u1edfng\u00a0+8%\u00a0so v\u1edbi c\u00f9ng k\u1ef3, c\u00f2n\u00a0NLG\u00a0v\u00e0\u00a0KDH\u00a0d\u1ef1 ki\u1ebfn t\u0103ng tr\u01b0\u1edfng m\u1ea1nh h\u01a1n, \u0111\u1ea1t m\u1ee9c\u00a0+12%<strong>\u2013<\/strong>14%\u00a0so v\u1edbi c\u00f9ng k\u1ef3.<\/p>\n\n\n\n<p>V\u1ec1 m\u1eb7t \u0111\u1ecbnh gi\u00e1,\u00a0VHM\u00a0\u0111ang giao d\u1ecbch \u1edf m\u1ee9c P\/B\u00a02.0x, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng v\u1edbi m\u1ee9c trung b\u00ecnh\u00a05\u00a0n\u0103m, ph\u1ea3n \u00e1nh ph\u1ea7n l\u1edbn ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng. Ng\u01b0\u1ee3c l\u1ea1i,\u00a0NLG\u00a0(1.5x P\/B) v\u00e0\u00a0KDH\u00a0(2.0x P\/B) \u0111ang giao d\u1ecbch\u00a0th\u1ea5p h\u01a1n\u00a0m\u1ee9c P\/B trung b\u00ecnh\u00a05\u00a0n\u0103m, cho th\u1ea5y\u00a0d\u01b0 \u0111\u1ecba t\u0103ng gi\u00e1 c\u00f2n \u0111\u00e1ng k\u1ec3\u00a0khi th\u1ecb tr\u01b0\u1eddng h\u1ed3i ph\u1ee5c r\u00f5 n\u00e9t h\u01a1n.<\/p>\n\n\n\n<p>\u0110\u00e2y l\u00e0 l\u00fd do SSI l\u1ef1a ch\u1ecdn\u00a0KDH\u00a0(gi\u00e1 m\u1ee5c ti\u00eau 36,500 \u0111\u1ed3ng)\u00a0v\u00e0\u00a0NLG (gi\u00e1 m\u1ee5c ti\u00eau 45,900 \u0111\u1ed3ng)\u00a0l\u00e0 nh\u1eefng c\u1ed5 phi\u1ebfu \u01b0a th\u00edch trong danh m\u1ee5c \u0111\u1ea7u t\u01b0 cho chu k\u1ef3 ph\u1ee5c h\u1ed3i.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>SSI \u0111\u00e1nh gi\u00e1 t\u00edch c\u1ef1c tri\u1ec3n v\u1ecdng ng\u00e0nh b\u1ea5t \u0111\u1ed9ng s\u1ea3n d\u00e2n c\u01b0 n\u0103m 2026, \u01b0u ti\u00ean NLG v\u00e0 KDH nh\u1edd qu\u1ef9 \u0111\u1ea5t l\u1edbn, d\u00f2ng ti\u1ec1n v\u1eefng v\u00e0 \u0111\u1ecbnh gi\u00e1 h\u1ea5p d\u1eabn.<\/p>\n","protected":false},"author":1,"featured_media":2628,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[174],"tags":[762,394,766,684,765,761,387,269,760,763,764],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/posts\/2618"}],"collection":[{"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/comments?post=2618"}],"version-history":[{"count":8,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/posts\/2618\/revisions"}],"predecessor-version":[{"id":2632,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/posts\/2618\/revisions\/2632"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/media\/2628"}],"wp:attachment":[{"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/media?parent=2618"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/categories?post=2618"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/tags?post=2618"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}