{"id":2658,"date":"2025-10-13T23:41:41","date_gmt":"2025-10-13T16:41:41","guid":{"rendered":"https:\/\/ckvn.net\/chung-khoan\/?p=2658"},"modified":"2025-10-13T23:45:48","modified_gmt":"2025-10-13T16:45:48","slug":"ty-phu-tran-dinh-long-nin-tho-cho-tin-quan-trong-truoc-thang-11","status":"publish","type":"post","link":"https:\/\/ckvn.net\/chung-khoan\/tin-tuc\/ty-phu-tran-dinh-long-nin-tho-cho-tin-quan-trong-truoc-thang-11\/","title":{"rendered":"T\u1ef7 ph\u00fa Tr\u1ea7n \u0110\u00ecnh Long n\u00edn th\u1edf ch\u1edd tin quan tr\u1ecdng tr\u01b0\u1edbc th\u00e1ng 11"},"content":{"rendered":"\n

B\u1ed9 C\u00f4ng Th\u01b0\u01a1ng \u0111\u00e3 ti\u1ebfp nh\u1eadn h\u1ed3 s\u01a1 \u0111\u1ea7y \u0111\u1ee7, h\u1ee3p l\u1ec7 li\u00ean quan \u0111\u1ebfn \u0111\u1ec1 ngh\u1ecb \u0111i\u1ec1u tra \u00e1p d\u1ee5ng bi\u1ec7n ph\u00e1p CBPG \u0111\u1ed1i v\u1edbi m\u1eb7t h\u00e0ng HRC kh\u1ed5 r\u1ed9ng c\u00f3 xu\u1ea5t x\u1ee9 t\u1eeb Trung Qu\u1ed1c.<\/strong><\/p>\n\n\n\n

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Theo b\u00e1o c\u00e1o c\u1ee7a C\u00f4ng ty CK\u00a0Mirae Asset, v\u1ec1 vi\u1ec7c th\u00e9p c\u00e1n n\u00f3ng kh\u1ed5 r\u1ed9ng nh\u1eadp kh\u1ea9u v\u00e0o Vi\u1ec7t Nam b\u1ecb y\u00eau c\u1ea7u \u0111i\u1ec1u tra h\u00e0nh vi l\u1ea9n tr\u00e1nh thu\u1ebf ch\u1ed1ng b\u00e1n ph\u00e1 gi\u00e1 (CBPG), C\u1ee5c Ph\u00f2ng v\u1ec7 Th\u01b0\u01a1ng m\u1ea1i (B\u1ed9 C\u00f4ng Th\u01b0\u01a1ng) v\u1eeba x\u00e1c nh\u1eadn \u0111\u00e3 ti\u1ebfp nh\u1eadn h\u1ed3 s\u01a1 \u0111\u1ea7y \u0111\u1ee7, h\u1ee3p l\u1ec7 li\u00ean quan \u0111\u1ebfn \u0111\u1ec1 ngh\u1ecb \u0111i\u1ec1u tra \u00e1p d\u1ee5ng bi\u1ec7n ph\u00e1p CBPG \u0111\u1ed1i v\u1edbi m\u1eb7t h\u00e0ng HRC kh\u1ed5 r\u1ed9ng c\u00f3 xu\u1ea5t x\u1ee9 t\u1eeb Trung Qu\u1ed1c.<\/p>\n\n\n\n

\u0110\u00e2y l\u00e0 y\u1ebfu t\u1ed1 t\u00e1c \u0111\u1ed9ng t\u00edch c\u1ef1c \u0111\u1ed1i v\u1edbi Ho\u00e0 Ph\u00e1t (HPG) khi\u00a0doanh nghi\u1ec7p \u0111ang n\u1eafm gi\u1eef 36% th\u1ecb ph\u1ea7n HRC trong 8T2025, \u0111\u1ed3ng th\u1eddi gi\u00fap b\u1ea3o v\u1ec7 c\u00f4ng su\u1ea5t hi\u1ec7n t\u1ea1i c\u0169ng nh\u01b0 \u0111\u1ea1o \u0111\u00e0 \u0111\u1ec3 doanh nghi\u1ec7p ti\u1ebfp t\u1ee5c gia t\u0103ng th\u00eam s\u1ea3n l\u01b0\u1ee3ng nh\u1edd nhu c\u1ea7u \u1ed5n \u0111\u1ecbnh v\u00e0 c\u00f4ng su\u1ea5t m\u1edbi t\u1eeb l\u00f2 cao s\u1ed1 2 c\u1ee7a Dung Qu\u1ea5t 2.<\/p>\n\n\n\n

Trong ng\u1eafn h\u1ea1n, vi\u1ec7c B\u1ed9 C\u00f4ng Th\u01b0\u01a1ng ti\u1ebfp nh\u1eadn h\u1ed3 s\u01a1 \u0111i\u1ec1u tra \u0111\u00e3 khi\u1ebfn ng\u01b0\u1eddi mua th\u1eadn tr\u1ecdng h\u01a1n v\u1edbi HRC nh\u1eadp kh\u1ea9u, t\u1eeb \u0111\u00f3 l\u00e0m gi\u1ea3m s\u1ee9c ti\u00eau th\u1ee5 v\u00e0 chuy\u1ec3n h\u01b0\u1edbng nhu c\u1ea7u sang HRC n\u1ed9i \u0111\u1ecba trong giai \u0111o\u1ea1n t\u1eeb gi\u1eefa T9\/2025.<\/p>\n\n\n

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Theo quy tr\u00ecnh l\u00e0m vi\u1ec7c, B\u1ed9 C\u00f4ng Th\u01b0\u01a1ng s\u1ebd ti\u1ebfn h\u00e0nh th\u1ea9m \u0111\u1ecbnh h\u1ed3 s\u01a1 ki\u1ebfn ngh\u1ecb tr\u01b0\u1edbc khi \u0111\u01b0a ra quy\u1ebft \u0111\u1ecbnh v\u1ec1 vi\u1ec7c c\u00f3 kh\u1edfi x\u01b0\u1edbng \u0111i\u1ec1u tra ch\u00ednh th\u1ee9c hay kh\u00f4ng trong th\u1eddi h\u1ea1n t\u1ed1i \u0111a 45 ng\u00e0y. Theo \u0111\u00f3\u00a0quy\u1ebft \u0111\u1ecbnh ch\u00ednh th\u1ee9c s\u1ebd \u0111\u01b0\u1ee3c c\u00f4ng b\u1ed1 tr\u01b0\u1edbc T11\/2025.<\/p>\n\n\n\n

Mirae Asset d\u1ef1 b\u00e1o k\u1ebft qu\u1ea3 kinh doanh n\u0103m 2025 c\u1ee7a H\u00f2a Ph\u00e1t s\u1ebd t\u0103ng tr\u01b0\u1edfng cao v\u1edbi doanh thu m\u1ea3ng th\u00e9p t\u0103ng 12% v\u00e0 l\u1ee3i nhu\u1eadn ho\u1ea1t \u0111\u1ed9ng t\u0103ng 37%, qua \u0111\u00f3 \u0111\u01b0a doanh thu h\u1ee3p nh\u1ea5t t\u0103ng 12% v\u00e0 l\u1ee3i nhu\u1eadn sau thu\u1ebf t\u0103ng 27% so v\u1edbi c\u00f9ng k\u1ef3, nh\u1edd bi\u00ean l\u1ee3i nhu\u1eadn m\u1edf r\u1ed9ng v\u00e0 s\u1ea3n l\u01b0\u1ee3ng ti\u00eau th\u1ee5 c\u1ea3i thi\u1ec7n \u1ed5n \u0111\u1ecbnh.<\/p>\n\n\n\n

Sau giai \u0111o\u1ea1n ch\u1eadm nh\u1ecbp so v\u1edbi \u0111\u00e0 t\u0103ng chi ph\u00ed nguy\u00ean li\u1ec7u trong th\u00e1ng 7\u20138, HPG \u0111\u00e3 n\u00e2ng gi\u00e1 HRC hai th\u00e1ng li\u00ean ti\u1ebfp. B\u00ean c\u1ea1nh \u0111\u00f3, hai \u0111\u1ed9ng l\u1ef1c quan tr\u1ecdng \u0111\u1ed1i v\u1edbi tri\u1ec3n v\u1ecdng t\u0103ng tr\u01b0\u1edfng ti\u1ebfp theo bao g\u1ed3m:<\/p>\n\n\n\n

(1) Bi\u00ean l\u1ee3i nhu\u1eadn \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng c\u1ea3i thi\u1ec7n d\u1ea7n t\u1eeb Q4\/2025 sau khi thu h\u1eb9p trong Q3 nh\u1edd c\u00e1c \u0111\u1ee3t t\u0103ng gi\u00e1 g\u1ea7n \u0111\u00e2y b\u00f9 \u0111\u1eafp chi ph\u00ed gia t\u0103ng t\u1eeb nguy\u00ean li\u1ec7u than c\u1ed1c v\u00e0 qu\u1eb7ng s\u1eaft nh\u1eadp kh\u1ea9u. <\/p>\n\n\n\n

(2) Ti\u1ebfn \u0111\u1ed9 \u0111\u1ea9y nhanh c\u00f4ng su\u1ea5t t\u1ea1i Dung Qu\u1ea5t 2. Mirae Asset d\u1ef1 ph\u00f3ng s\u1ea3n l\u01b0\u1ee3ng 2025 \u1edf m\u1ee9c 11,3 tri\u1ec7u t\u1ea5n (t\u0103ng 20,6% so v\u1edbi c\u00f9ng k\u1ef3), song n\u1ebfu Ho\u00e0 Ph\u00e1t gi\u1eef v\u1eefng nh\u1ecbp s\u1ea3n xu\u1ea5t cao nh\u01b0 hi\u1ec7n nay (hi\u1ec7u su\u1ea5t HRC T9 \u0111\u1ea1t 99%) v\u00e0 l\u00f2 cao s\u1ed1 2 t\u1ea1i Dung Qu\u1ea5t 2 b\u1eaft \u0111\u1ea7u \u0111\u00f3ng g\u00f3p t\u1eeb \u0111\u1ea7u Q4, tri\u1ec3n v\u1ecdng s\u1ea3n l\u01b0\u1ee3ng c\u00f3 th\u1ec3 t\u00edch c\u1ef1c h\u01a1n so v\u1edbi d\u1ef1 b\u00e1o hi\u1ec7n t\u1ea1i.\ufeff<\/p>\n\n\n

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Ngu\u00f4\u0300n: https:\/\/markettimes.vn\/ty-phu-tran-dinh-long-nin-tho-cho-tin-quan-trong-truoc-thang-11-93749.html<\/p>\n","protected":false},"excerpt":{"rendered":"

T\u1ef7 ph\u00fa Tr\u1ea7n \u0110\u00ecnh Long v\u00e0 T\u1eadp \u0111o\u00e0n H\u00f2a Ph\u00e1t (HPG) \u0111ang \u201cn\u00edn th\u1edf\u201d ch\u1edd quy\u1ebft \u0111\u1ecbnh \u0111i\u1ec1u tra ch\u1ed1ng b\u00e1n ph\u00e1 gi\u00e1 HRC t\u1eeb Trung Qu\u1ed1c \u2014 y\u1ebfu t\u1ed1 c\u00f3 th\u1ec3 t\u1ea1o c\u00fa h\u00edch l\u1edbn cho doanh nghi\u1ec7p th\u00e9p h\u00e0ng \u0111\u1ea7u Vi\u1ec7t Nam. B\u1ed9 C\u00f4ng Th\u01b0\u01a1ng d\u1ef1 ki\u1ebfn ra quy\u1ebft \u0111\u1ecbnh tr\u01b0\u1edbc th\u00e1ng 11, trong khi Mirae Asset d\u1ef1 b\u00e1o l\u1ee3i nhu\u1eadn H\u00f2a Ph\u00e1t 2025 t\u0103ng 27%.<\/p>\n","protected":false},"author":1,"featured_media":2659,"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":[170,171],"tags":[637,782,781,785,753,783,778,627,204,780,779,784,758,777,786,391],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/posts\/2658"}],"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=2658"}],"version-history":[{"count":4,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/posts\/2658\/revisions"}],"predecessor-version":[{"id":2667,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/posts\/2658\/revisions\/2667"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/media\/2659"}],"wp:attachment":[{"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/media?parent=2658"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/categories?post=2658"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/tags?post=2658"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}