{"id":3250,"date":"2025-11-15T19:01:01","date_gmt":"2025-11-15T12:01:01","guid":{"rendered":"https:\/\/ckvn.net\/chung-khoan\/?p=3250"},"modified":"2025-11-15T19:01:15","modified_gmt":"2025-11-15T12:01:15","slug":"tin-hieu-la-tu-muc-tang-truong-loi-nhuan-dot-bien-trong-mua-bao-cao-quy-3","status":"publish","type":"post","link":"https:\/\/ckvn.net\/chung-khoan\/tin-tuc\/tin-hieu-la-tu-muc-tang-truong-loi-nhuan-dot-bien-trong-mua-bao-cao-quy-3\/","title":{"rendered":"&#8220;T\u00edn hi\u1ec7u l\u1ea1&#8221; t\u1eeb m\u1ee9c t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn \u0111\u1ed9t bi\u1ebfn trong m\u00f9a b\u00e1o c\u00e1o qu\u00fd 3"},"content":{"rendered":"<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"640\" height=\"480\" src=\"https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image.jpeg\" alt=\"\" class=\"wp-image-3251\" title=\"&quot;T\u00edn hi\u1ec7u l\u1ea1&quot; t\u1eeb m\u1ee9c t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn \u0111\u1ed9t bi\u1ebfn trong m\u00f9a b\u00e1o c\u00e1o qu\u00fd 3\" srcset=\"https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image.jpeg 640w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image-300x225.jpeg 300w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u0110\u00f3ng g\u00f3p ch\u00ednh v\u00e0o m\u1ee9c t\u0103ng tr\u01b0\u1edfng cao \u0111\u1ebfn t\u1eeb c\u00e1c kho\u1ea3n thu nh\u1eadp t\u00e0i ch\u00ednh nh\u01b0 b\u00e1n t\u00e0i s\u1ea3n, l\u00e3i t\u1ef7 gi\u00e1 hay ho\u00e0n nh\u1eadp d\u1ef1 ph\u00f2ng, h\u01a1n l\u00e0 t\u1eeb ho\u1ea1t \u0111\u1ed9ng kinh doanh l\u00f5i.<\/strong><\/p>\n\n\n\n<p><\/p>\n\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-6a220ecc5490b\" ><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\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input aria-label=\"Toggle\" aria-label=\"item-6a220ecc5490b\"  type=\"checkbox\" id=\"item-6a220ecc5490b\"><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/ckvn.net\/chung-khoan\/tin-tuc\/tin-hieu-la-tu-muc-tang-truong-loi-nhuan-dot-bien-trong-mua-bao-cao-quy-3\/#Loi_nhuan_tang_manh_chu_yeu_den_tu_hoat_dong_kinh_doanh_khac\" title=\"L\u1ee3i nhu\u1eadn t\u0103ng m\u1ea1nh ch\u1ee7 y\u1ebfu \u0111\u1ebfn t\u1eeb ho\u1ea1t \u0111\u1ed9ng kinh doanh kh\u00e1c\">L\u1ee3i nhu\u1eadn t\u0103ng m\u1ea1nh ch\u1ee7 y\u1ebfu \u0111\u1ebfn t\u1eeb ho\u1ea1t \u0111\u1ed9ng kinh doanh kh\u00e1c<\/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\/tin-tuc\/tin-hieu-la-tu-muc-tang-truong-loi-nhuan-dot-bien-trong-mua-bao-cao-quy-3\/#Nhom_nganh_nao_but_pha\" title=\"Nh\u00f3m ng\u00e0nh n\u00e0o b\u1ee9t ph\u00e1?\">Nh\u00f3m ng\u00e0nh n\u00e0o b\u1ee9t ph\u00e1?<\/a><\/li><\/ul><\/nav><\/div>\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Loi_nhuan_tang_manh_chu_yeu_den_tu_hoat_dong_kinh_doanh_khac\"><\/span><strong>L\u1ee3i nhu\u1eadn t\u0103ng m\u1ea1nh ch\u1ee7 y\u1ebfu \u0111\u1ebfn t\u1eeb ho\u1ea1t \u0111\u1ed9ng kinh doanh kh\u00e1c<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Theo th\u1ed1ng k\u00ea c\u1ee7a FiinGroup, l\u1ee3i nhu\u1eadn sau thu\u1ebf to\u00e0n th\u1ecb tr\u01b0\u1eddng trong qu\u00fd 3\/2025 t\u0103ng m\u1ea1nh 41,8% so v\u1edbi c\u00f9ng k\u1ef3, d\u1eabn d\u1eaft b\u1edfi nh\u00f3m phi t\u00e0i ch\u00ednh v\u1edbi m\u1ee9c t\u0103ng 50,4%, trong khi nh\u00f3m t\u00e0i ch\u00ednh ch\u1ec9 t\u0103ng 34,1% m\u1eb7c d\u00f9 Ch\u1ee9ng kho\u00e1n v\u00e0 B\u1ea3o hi\u1ec3m \u0111\u1ec1u ghi nh\u1eadn l\u1ee3i nhu\u1eadn t\u0103ng v\u01b0\u1ee3t tr\u1ed9i.<\/p>\n\n\n\n<p>\u0110\u00e1ng ch\u00fa \u00fd,\u00a0\u0111\u00f3ng g\u00f3p ch\u00ednh v\u00e0o m\u1ee9c t\u0103ng tr\u01b0\u1edfng cao \u0111\u1ebfn t\u1eeb c\u00e1c kho\u1ea3n thu nh\u1eadp t\u00e0i ch\u00ednh nh\u01b0 b\u00e1n t\u00e0i s\u1ea3n, l\u00e3i t\u1ef7 gi\u00e1 hay ho\u00e0n nh\u1eadp d\u1ef1 ph\u00f2ng, h\u01a1n l\u00e0 t\u1eeb ho\u1ea1t \u0111\u1ed9ng kinh doanh l\u00f5i.<\/p>\n\n\n\n<p>C\u1ee5 th\u1ec3, l\u1ee3i nhu\u1eadn l\u00f5i ch\u1ec9 t\u0103ng 16,7% YoY, \u0111\u00e1nh d\u1ea5u qu\u00fd th\u1ee9 t\u01b0 li\u00ean ti\u1ebfp gi\u1ea3m t\u1ed1c k\u1ec3 t\u1eeb \u0111\u1ec9nh Q4\/2024. C\u00e1c kho\u1ea3n thu nh\u1eadp t\u00e0i ch\u00ednh n\u00e0y ch\u1ee7 y\u1ebfu t\u1eadp trung t\u1ea1i c\u00e1c doanh nghi\u1ec7p \u0111\u1ea7u ng\u00e0nh nh\u01b0 VIC, VCG, GEE, GEX, VGI v\u00e0 MWG.<\/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=\"697\" src=\"https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image-1-1024x697.png\" alt=\"\" class=\"wp-image-3252\" title=\"&quot;T\u00edn hi\u1ec7u l\u1ea1&quot; t\u1eeb m\u1ee9c t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn \u0111\u1ed9t bi\u1ebfn trong m\u00f9a b\u00e1o c\u00e1o qu\u00fd 3- \u1ea2nh 1.\" srcset=\"https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image-1-1024x697.png 1024w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image-1-300x204.png 300w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image-1-768x523.png 768w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image-1.png 1248w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"697\" src=\"https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image-2-1024x697.png\" alt=\"\" class=\"wp-image-3253\" title=\"&quot;T\u00edn hi\u1ec7u l\u1ea1&quot; t\u1eeb m\u1ee9c t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn \u0111\u1ed9t bi\u1ebfn trong m\u00f9a b\u00e1o c\u00e1o qu\u00fd 3- \u1ea2nh 2.\" srcset=\"https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image-2-1024x697.png 1024w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image-2-300x204.png 300w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image-2-768x523.png 768w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image-2.png 1248w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<p>Trong qu\u00fd 3\/2025, l\u1ee3i nhu\u1eadn l\u00f5i c\u1ee7a nh\u00f3m v\u1ed1n h\u00f3a l\u1edbn VN30 \u2013 nh\u00f3m c\u00f3 hi\u1ec7u su\u1ea5t gi\u00e1 c\u1ed5 phi\u1ebfu v\u01b0\u1ee3t tr\u1ed9i so v\u1edbi VN-INDEX suy gi\u1ea3m nh\u1eb9 2,4% YoY do k\u1ebft qu\u1ea3 k\u00e9m t\u00edch c\u1ef1c t\u1eeb c\u00e1c ng\u00e0nh d\u1eabn d\u1eaft nh\u01b0 Ng\u00e2n h\u00e0ng v\u00e0 B\u1ea5t \u0111\u1ed9ng s\u1ea3n.<\/p>\n\n\n\n<p>Ng\u01b0\u1ee3c l\u1ea1i, l\u1ee3i nhu\u1eadn l\u00f5i c\u1ee7a nh\u00f3m v\u1ed1n h\u00f3a v\u1eeba (VNMID) v\u00e0 nh\u1ecf (VNSML) b\u1ee9t ph\u00e1 m\u1ea1nh, l\u1ea7n l\u01b0\u1ee3t t\u0103ng 62,4% v\u00e0 44,2% YoY, \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi s\u1ef1 ph\u1ee5c h\u1ed3i c\u1ee7a nhi\u1ec1u ng\u00e0nh nh\u01b0 B\u00e1n l\u1ebb, Th\u00e9p, X\u00e2y d\u1ef1ng, V\u1eadt li\u1ec7u x\u00e2y d\u1ef1ng, Th\u1ee7y s\u1ea3n, Khai th\u00e1c D\u1ea7u kh\u00ed v\u00e0 Ph\u00e2n b\u00f3n. Tuy nhi\u00ean, hai nh\u00f3m n\u00e0y ch\u1ec9 chi\u1ebfm t\u1ef7 tr\u1ecdng d\u01b0\u1edbi 30% trong c\u01a1 c\u1ea5u l\u1ee3i nhu\u1eadn l\u00f5i tr\u00ean HOSE n\u00ean \u1ea3nh h\u01b0\u1edfng kh\u00f4ng \u0111\u00e1ng k\u1ec3 l\u00ean t\u0103ng tr\u01b0\u1edfng chung.<\/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=\"697\" src=\"https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image-3-1024x697.png\" alt=\"\" class=\"wp-image-3254\" title=\"&quot;T\u00edn hi\u1ec7u l\u1ea1&quot; t\u1eeb m\u1ee9c t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn \u0111\u1ed9t bi\u1ebfn trong m\u00f9a b\u00e1o c\u00e1o qu\u00fd 3- \u1ea2nh 3.\" srcset=\"https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image-3-1024x697.png 1024w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image-3-300x204.png 300w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image-3-768x523.png 768w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image-3.png 1248w\" 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=\"Nhom_nganh_nao_but_pha\"><\/span><strong>Nh\u00f3m ng\u00e0nh n\u00e0o b\u1ee9t ph\u00e1?<\/strong><a href=\"javascript:;\"><\/a><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>X\u00e9t theo ng\u00e0nh, t\u0103ng tr\u01b0\u1edfng k\u00e9m t\u00edch c\u1ef1c \u1edf nh\u00f3m ch\u1ee7 ch\u1ed1t, nh\u01b0ng b\u1ee9t ph\u00e1 \u1edf nhi\u1ec1u ng\u00e0nh nh\u1ecf.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"726\" src=\"https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image-4-1024x726.png\" alt=\"\" class=\"wp-image-3255\" title=\"&quot;T\u00edn hi\u1ec7u l\u1ea1&quot; t\u1eeb m\u1ee9c t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn \u0111\u1ed9t bi\u1ebfn trong m\u00f9a b\u00e1o c\u00e1o qu\u00fd 3- \u1ea2nh 4.\" srcset=\"https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image-4-1024x726.png 1024w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image-4-300x213.png 300w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image-4-768x544.png 768w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image-4-1536x1089.png 1536w, https:\/\/ckvn.net\/chung-khoan\/wp-content\/uploads\/2025\/11\/image-4.png 1608w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>Trong\u00a0nh\u00f3m t\u0103ng tr\u01b0\u1edfng\u00a0, \u0111\u1ed9ng l\u1ef1c \u0111\u1ebfn t\u1eeb c\u1ea3 ho\u1ea1t \u0111\u1ed9ng kinh doanh l\u00f5i v\u00e0 thu nh\u1eadp t\u00e0i ch\u00ednh. N\u1ed5i b\u1eadt l\u00e0 c\u00e1c doanh nghi\u1ec7p D\u1ea7u kh\u00ed nh\u01b0 PVS, PVD, TOS, Vi\u1ec5n th\u00f4ng v\u1edbi VGI, c\u00f9ng nh\u00f3m V\u1eadt li\u1ec7u &amp; X\u00e2y d\u1ef1ng bao g\u1ed3m VCG, SJG, BMP, PC1 v\u00e0 CTD.\u00a0<strong><em>Ng\u00e0nh vi\u1ec5n th\u00f4ng c\u0169ng l\u00e0 ng\u00e0nh c\u00f3 l\u1ee3i nhu\u1eadn l\u00f5i b\u1ee9t ph\u00e1 m\u1ea1nh nh\u1ea5t v\u1edbi m\u1ee9c t\u0103ng tr\u01b0\u1edfng 247% so v\u1edbi c\u00f9ng k\u1ef3.<\/em><\/strong><\/p>\n\n\n\n<p>Ng\u00e0nh B\u1ea3o hi\u1ec3m c\u0169ng ghi nh\u1eadn t\u0103ng tr\u01b0\u1edfng m\u1ea1nh, v\u1edbi BVH, PVI, MIG n\u1ed5i b\u1eadt nh\u1edd n\u1ec1n so s\u00e1nh th\u1ea5p khi c\u00f9ng k\u1ef3 ch\u1ecbu \u1ea3nh h\u01b0\u1edfng t\u1eeb b\u00e3o Yagi. &nbsp;Tuy nhi\u00ean, r\u1ee7i ro b\u1ed3i th\u01b0\u1eddng t\u1eeb c\u00e1c c\u01a1n b\u00e3o sau th\u00e1ng 9 v\u1eabn ch\u01b0a \u0111\u01b0\u1ee3c ph\u1ea3n \u00e1nh trong k\u1ebft qu\u1ea3 kinh doanh qu\u00fd 3, n\u00ean t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn c\u00f3 th\u1ec3 ch\u1eefng l\u1ea1i trong qu\u00fd 4\/2025.<\/p>\n\n\n\n<p>Ng\u00e0nh B\u00e1n l\u1ebb, ti\u00eau bi\u1ec3u l\u00e0 MWG v\u00e0 FRT, t\u0103ng tr\u01b0\u1edfng nh\u1edd c\u1ea3i thi\u1ec7n hi\u1ec7u qu\u1ea3 v\u1eadn h\u00e0nh v\u00e0 s\u1ef1 h\u1ed3i ph\u1ee5c v\u1ec1 s\u1ee9c mua c\u00e1c s\u1ea3n ph\u1ea9m ICT. Trong ng\u00e0nh H\u00f3a ch\u1ea5t, l\u1ee3i nhu\u1eadn c\u1ee7a DGC h\u1ed3i ph\u1ee5c ch\u1eadm, trong khi nh\u00f3m Cao su (DPR), Nh\u1ef1a (AAA) v\u00e0 Ph\u00e2n b\u00f3n (DCM, DPM, DDV) ghi nh\u1eadn m\u1ee9c t\u0103ng tr\u01b0\u1edfng \u0111\u00e1ng ch\u00fa \u00fd.<\/p>\n\n\n\n<p>\u1ede&nbsp;<strong>nh\u00f3m h\u1ed3i ph\u1ee5c&nbsp;<\/strong>, n\u1ed5i b\u1eadt l\u00e0 H\u00e0ng c\u00e1 nh\u00e2n v\u1edbi PNJ, khi bi\u00ean l\u1ee3i nhu\u1eadn c\u1ea3i thi\u1ec7n m\u1ea1nh nh\u1edd gi\u00e1 v\u00e0ng t\u0103ng cao. Ng\u00e0nh H\u00e0ng &amp; D\u1ecbch v\u1ee5 c\u00f4ng nghi\u1ec7p c\u0169ng \u0111\u1ea1t m\u1ee9c t\u0103ng tr\u01b0\u1edfng cao, \u0111i\u1ec3n h\u00ecnh l\u00e0 C\u1ea3ng h\u00e0ng kh\u00f4ng (ACV), V\u1eadn t\u1ea3i th\u1ee7y v\u00e0 \u0110i\u1ec7n t\u1eed &amp; Thi\u1ebft b\u1ecb \u0111i\u1ec7n (GEX, GEE).<\/p>\n\n\n\n<p><strong>Nh\u00f3m gi\u1ea3m t\u1ed1c&nbsp;<\/strong>ch\u1ee9ng ki\u1ebfn s\u1ef1 ph\u00e2n h\u00f3a m\u1ea1nh trong Th\u1ef1c ph\u1ea9m &amp; \u0110\u1ed3 u\u1ed1ng, v\u1edbi suy gi\u1ea3m \u1edf S\u1eefa v\u00e0 \u0110\u01b0\u1eddng, gi\u1ea3m t\u1ed1c \u1edf Ch\u0103n nu\u00f4i (HAG, DBC) v\u00e0 m\u1ed9t s\u1ed1 m\u1ea3ng Th\u1ef1c ph\u1ea9m, trong khi Th\u1ee7y s\u1ea3n v\u00e0 Bia h\u1ed3i ph\u1ee5c. Nh\u00f3m Ti\u1ec7n \u00edch ghi nh\u1eadn l\u1ee3i nhu\u1eadn gi\u1ea3m t\u1ed1c \u1edf \u0110i\u1ec7n v\u00e0 \u0111i ngang \u1edf Ph\u00e2n ph\u1ed1i kh\u00ed (GAS).<\/p>\n\n\n\n<p>Trong khi \u0111\u00f3,&nbsp;<strong>nh\u00f3m suy gi\u1ea3m&nbsp;<\/strong>n\u1ed5i b\u1eadt l\u00e0 B\u1ea5t \u0111\u1ed9ng s\u1ea3n, khi l\u1ee3i nhu\u1eadn b\u1ea5t ng\u1edd \u0111\u1ea3o chi\u1ec1u gi\u1ea3m sau nhi\u1ec1u qu\u00fd t\u0103ng tr\u01b0\u1edfng. Nguy\u00ean nh\u00e2n ch\u00ednh l\u00e0 thu nh\u1eadp t\u00e0i ch\u00ednh kh\u00f4ng \u0111\u1ee7 b\u00f9 \u0111\u1eafp m\u1ee9c s\u1ee5t gi\u1ea3m t\u1eeb ho\u1ea1t \u0111\u1ed9ng kinh doanh ch\u00ednh, trong \u0111\u00f3 doanh thu b\u00e0n giao d\u1ef1 \u00e1n gi\u1ea3m m\u1ea1nh \u0111\u00f3ng vai tr\u00f2 ch\u1ee7 \u0111\u1ea1o.<\/p>\n\n\n\n<p>T\u00ednh \u0111\u1ebfn h\u1ebft 9 th\u00e1ng 2025, ph\u1ea7n l\u1edbn c\u00e1c ng\u00e0nh \u0111\u00e3 ho\u00e0n th\u00e0nh tr\u00ean 85% k\u1ebf ho\u1ea1ch l\u1ee3i nhu\u1eadn n\u0103m, cho th\u1ea5y k\u1ebft qu\u1ea3 kinh doanh b\u00e1m s\u00e1t m\u1ee5c ti\u00eau. M\u1ed9t s\u1ed1 ng\u00e0nh nh\u01b0 Truy\u1ec1n th\u00f4ng, Vi\u1ec5n th\u00f4ng, D\u1ea7u kh\u00ed v\u00e0 H\u00f3a ch\u1ea5t \u0111\u00e3 v\u01b0\u1ee3t xa k\u1ebf ho\u1ea1ch nh\u1edd n\u1ec1n th\u1ea5p n\u0103m tr\u01b0\u1edbc v\u00e0 bi\u00ean l\u1ee3i nhu\u1eadn c\u1ea3i thi\u1ec7n.<\/p>\n\n\n\n<p>Trong khi \u0111\u00f3, Ng\u00e2n h\u00e0ng v\u00e0 B\u1ea5t \u0111\u1ed9ng s\u1ea3n v\u1eabn l\u00e0 hai nh\u00f3m c\u00f3 t\u1ef7 l\u1ec7 ho\u00e0n th\u00e0nh k\u1ebf ho\u1ea1ch th\u1ea5p nh\u1ea5t, l\u1ea7n l\u01b0\u1ee3t kho\u1ea3ng 74,6% v\u00e0 52,5%. Ng\u01b0\u1ee3c l\u1ea1i, c\u00e1c ng\u00e0nh B\u00e1n l\u1ebb, B\u1ea3o hi\u1ec3m, Ti\u1ec7n \u00edch v\u00e0 X\u00e2y d\u1ef1ng &amp; V\u1eadt li\u1ec7u duy tr\u00ec \u0111\u00e0 t\u0103ng \u1ed5n \u0111\u1ecbnh, t\u1ea1o c\u01a1 s\u1edf \u0111\u1ec3 ho\u00e0n th\u00e0nh v\u00e0 th\u1eadm ch\u00ed v\u01b0\u1ee3t k\u1ebf ho\u1ea1ch l\u1ee3i nhu\u1eadn n\u0103m trong qu\u00fd cu\u1ed1i c\u00f9ng.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p class=\"has-text-align-right\">Mai Chi<\/p>\n\n\n\n<p class=\"has-text-align-right\">Nh\u1ecbp s\u1ed1ng th\u1ecb tr\u01b0\u1eddng<\/p>\n","protected":false},"excerpt":{"rendered":"<p>L\u1ee3i nhu\u1eadn th\u1ecb tr\u01b0\u1eddng qu\u00fd 3\/2025 t\u0103ng m\u1ea1nh nh\u01b0ng kh\u00f4ng \u0111\u1ebfn t\u1eeb kinh doanh l\u00f5i, m\u00e0 ch\u1ee7 y\u1ebfu nh\u1edd thu nh\u1eadp t\u00e0i ch\u00ednh nh\u01b0 b\u00e1n t\u00e0i s\u1ea3n, l\u00e3i t\u1ef7 gi\u00e1, ho\u00e0n nh\u1eadp d\u1ef1 ph\u00f2ng. L\u1ee3i nhu\u1eadn l\u00f5i ch\u1ec9 t\u0103ng 16,7% v\u00e0 ti\u1ebfp t\u1ee5c gi\u1ea3m t\u1ed1c, trong khi l\u1ee3i nhu\u1eadn \u201c\u0111\u1ed9t bi\u1ebfn\u201d l\u1ea1i t\u1eadp trung \u1edf c\u00e1c doanh nghi\u1ec7p nh\u01b0 VIC, VCG, GEX, GEE, VGI, MWG.<br \/>\nNh\u00f3m VN30 suy y\u1ebfu, nh\u01b0ng nh\u00f3m Midcap \u2013 Smallcap b\u1ee9t ph\u00e1 m\u1ea1nh v\u1edbi s\u1ef1 \u0111\u00f3ng g\u00f3p t\u1eeb D\u1ea7u kh\u00ed, Vi\u1ec5n th\u00f4ng, X\u00e2y d\u1ef1ng \u2013 VLXD, B\u1ea3o hi\u1ec3m, B\u00e1n l\u1ebb, Ph\u00e2n b\u00f3n\u2026 tr\u00e1i ng\u01b0\u1ee3c v\u1edbi s\u1ef1 gi\u1ea3m t\u1ed1c c\u1ee7a Ng\u00e2n h\u00e0ng v\u00e0 B\u1ea5t \u0111\u1ed9ng s\u1ea3n.<\/p>\n","protected":false},"author":1,"featured_media":2921,"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],"tags":[883,944,952,281,250,949,600,947,946,950,955,954,326,948,540,945,953,691,951],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/posts\/3250"}],"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=3250"}],"version-history":[{"count":4,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/posts\/3250\/revisions"}],"predecessor-version":[{"id":3260,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/posts\/3250\/revisions\/3260"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/media\/2921"}],"wp:attachment":[{"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/media?parent=3250"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/categories?post=3250"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ckvn.net\/chung-khoan\/wp-json\/wp\/v2\/tags?post=3250"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}