{"id":1628,"date":"2025-12-12T07:39:15","date_gmt":"2025-12-12T07:39:15","guid":{"rendered":"https:\/\/thepvietthang.com\/?p=1628"},"modified":"2025-12-12T07:39:15","modified_gmt":"2025-12-12T07:39:15","slug":"the-gong-kim-cua-nganh-thep-2","status":"publish","type":"post","link":"https:\/\/thepvietthang.com\/index.php\/2025\/12\/12\/the-gong-kim-cua-nganh-thep-2\/","title":{"rendered":"L\u1ee3i nhu\u1eadn c\u1ee7a ng\u00e0nh th\u00e9p 2025"},"content":{"rendered":"\n

Ng\u00e0nh th\u00e9p \u0111\u1ed1i m\u1eb7t \u00e1p l\u1ef1c chi ph\u00ed \u0111i\u1ec7n, than c\u00f9ng t\u0103ng, trong khi nhu c\u1ea7u ti\u00eau th\u1ee5 v\u00e0 gi\u00e1 b\u00e1n d\u1ef1 ki\u1ebfn ti\u1ebfp t\u1ee5c gi\u1ea3m.<\/p>\n\n\n\n

K\u1ebft qu\u1ea3 kinh doanh c\u1ee7a c\u00e1c doanh nghi\u1ec7p th\u00e9p \u0111\u00e3 c\u00f3 s\u1ef1 ph\u1ee5c h\u1ed3i trong qu\u00fd III nh\u01b0ng kh\u00f4ng \u0111\u1ec1u. Hai “\u00f4ng l\u1edbn” H\u00f2a Ph\u00e1t<\/a> v\u00e0 Hoa Sen c\u1ea3i thi\u1ec7n l\u1ee3i nhu\u1eadn \u0111\u00e1ng k\u1ec3, trong khi h\u1ea7u h\u1ebft doanh nghi\u1ec7p c\u00f2n l\u1ea1i \u0111\u1ec1u thua l\u1ed7.<\/p>\n\n\n\n

C\u1ee5 th\u1ec3, HPG l\u00e3i 2.000 t\u1ef7 \u0111\u1ed3ng, v\u1ef1c d\u1eady h\u1eb3n so v\u1edbi c\u00f9ng k\u1ef3. Doanh nghi\u1ec7p n\u00e0y \u0111\u00e3 c\u00f3 ba qu\u00fd li\u00ean ti\u1ebfp c\u1ea3i thi\u1ec7n l\u1ee3i nhu\u1eadn, ti\u1ec7m c\u1eadn m\u1ee9c trung b\u00ecnh giai \u0111o\u1ea1n 2016-2019. C\u00f2n HSG c\u0169ng b\u00e1o l\u00e3i g\u1ea7n 440 t\u1ef7 \u0111\u1ed3ng, trong khi c\u00f9ng k\u1ef3 l\u1ed7. Doanh nghi\u1ec7p n\u00e0y c\u00f3 ba qu\u00fd li\u00ean ti\u1ebfp ghi nh\u1eadn l\u1ee3i nhu\u1eadn d\u01b0\u01a1ng. Th\u00e9p Nam Kim c\u00f3 k\u1ebft qu\u1ea3 kinh doanh k\u00e9m kh\u1ea3 quan h\u01a1n nh\u01b0ng v\u1eabn l\u00e3i sau thu\u1ebf 24 t\u1ef7 \u0111\u1ed3ng.<\/p>\n\n\n\n

Trong khi \u0111\u00f3, c\u00f9ng l\u00e0 doanh nghi\u1ec7p c\u00f3 quy m\u00f4 v\u00e0 th\u1ecb ph\u1ea7n l\u1edbn, T\u1ed5ng c\u00f4ng ty Th\u00e9p Vi\u1ec7t Nam (VNSteel – TVN) l\u1ea1i l\u1ed7 172 t\u1ef7 \u0111\u1ed3ng. Sau qu\u00fd I c\u00f3 l\u00e3i, TVN ti\u1ebfp t\u1ee5c r\u01a1i v\u00e0o t\u00ecnh tr\u1ea1ng l\u1ee3i nhu\u1eadn \u00e2m hai qu\u00fd li\u00ean ti\u1ebfp. C\u00e1c doanh nghi\u1ec7p nh\u1ecf h\u01a1n nh\u01b0 Pomina hay SMC c\u0169ng ch\u01b0a tho\u00e1t c\u1ea3nh thua l\u1ed7.t\u1ef7 \u0111\u1ed3ngL\u1ee3i nhu\u1eadn sau thu\u1ebf m\u1ed9t s\u1ed1 doanh nghi\u1ec7p th\u00e9pH\u00f2a Ph\u1ea3tHoa SenNam KimPominaVNSteelSMCIII-2022IV-2022I-2023II-2023III-2023-3k-2k-1k01k2k3kVnExpressIV-2022\u25cf<\/p>\n\n\n\n

 VNSteel: -410<\/p>\n\n\n\n

Gi\u1eefa th\u1eddi \u0111i\u1ec3m k\u1ebft qu\u1ea3 kinh doanh ch\u1ec9 nhen nh\u00f3m c\u1ea3i thi\u1ec7n, ng\u00e0nh th\u00e9p l\u1ea1i \u0111\u1ed1i m\u1eb7t v\u1edbi \u00e1p l\u1ef1c \u1edf c\u1ea3 \u0111\u1ea7u v\u00e0o v\u00e0 \u0111\u1ea7u ra.<\/strong><\/p>\n\n\n\n

M\u1edbi \u0111\u00e2y, T\u1eadp \u0111o\u00e0n \u0110i\u1ec7n l\u1ef1c Vi\u1ec7t Nam (EVN) th\u00f4ng b\u00e1o gi\u00e1 b\u00e1n l\u1ebb \u0111i\u1ec7n<\/a> b\u00ecnh qu\u00e2n t\u0103ng t\u1eeb 1.920,37 \u0111\u1ed3ng l\u00ean 2.006,79 \u0111\u1ed3ng m\u1ed9t kWh (ch\u01b0a g\u1ed3m thu\u1ebf VAT), t\u01b0\u01a1ng \u0111\u01b0\u01a1ng t\u0103ng 4,5%. Theo \u01b0\u1edbc t\u00ednh c\u1ee7a Ch\u1ee9ng kho\u00e1n Mirae Asset (MASVN), chi ph\u00ed \u0111i\u1ec7n chi\u1ebfm kho\u1ea3ng 9-10% gi\u00e1 v\u1ed1n h\u00e0ng b\u00e1n c\u1ee7a doanh nghi\u1ec7p s\u1ea3n xu\u1ea5t th\u00e9p. N\u1ebfu doanh nghi\u1ec7p kh\u00f4ng th\u1ec3 chuy\u1ec3n ti\u1ebfp sang ng\u01b0\u1eddi ti\u00eau d\u00f9ng, MASVN \u01b0\u1edbc t\u00ednh t\u1ed5ng l\u1ee3i nhu\u1eadn tr\u01b0\u1edbc thu\u1ebf c\u1ee7a ng\u00e0nh th\u00e9p gi\u1ea3m t\u1ed1i \u0111a 23%. \u0110\u00e2y l\u00e0 m\u1ee9c gi\u1ea3m s\u00e2u nh\u1ea5t trong c\u00e1c nh\u00f3m ch\u1ecbu \u1ea3nh h\u01b0\u1edfng l\u1edbn g\u1ed3m xi m\u0103ng, h\u00f3a ch\u1ea5t v\u00e0 gi\u1ea5y.<\/p>\n\n\n\n

Qu\u1ea3ng c\u00e1o<\/p>\n\n\n\n

Kh\u00f4ng ch\u1ec9 gi\u00e1 \u0111i\u1ec7n, c\u00e1c y\u1ebfu t\u1ed1 \u0111\u1ea7u v\u00e0o c\u1ee7a ng\u00e0nh th\u00e9p c\u0169ng r\u1ee5c r\u1ecbch t\u0103ng gi\u00e1. Gi\u00e1 than hi\u1ec7n th\u1ea5p h\u01a1n m\u1ee9c k\u1ef7 l\u1ee5c c\u00f9ng k\u1ef3 nh\u01b0ng v\u1eabn cao h\u01a1n kho\u1ea3ng 1,5-3 l\u1ea7n so v\u1edbi giai \u0111o\u1ea1n 2020-2021. T\u1eeb cu\u1ed1i th\u00e1ng 10 \u0111\u1ebfn nay, gi\u00e1 than c\u00f3 xu h\u01b0\u1edbng nh\u00edch l\u00ean so v\u1edbi th\u00e1ng 9. T\u01b0\u01a1ng t\u1ef1, gi\u00e1 qu\u1eb7ng s\u1eaft c\u0169ng \u0111ang c\u00f3 xu h\u01b0\u1edbng t\u0103ng.<\/p>\n\n\n\n

Trong khi \u0111\u00f3, gi\u00e1 than v\u00e0 qu\u1eb7ng s\u1eaft th\u01b0\u1eddng chi\u1ebfm h\u01a1n m\u1ed9t n\u1eeda chi ph\u00ed trong qu\u00e1 tr\u00ecnh s\u1ea3n xu\u1ea5t th\u00e9p. Ch\u1ee9ng kho\u00e1n BIDV (BSC) c\u0169ng cho r\u1eb1ng bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p c\u00e1c doanh nghi\u1ec7p th\u00e9p s\u1ebd gi\u1ea3m trong qu\u00fd IV do chi ph\u00ed \u0111\u1ea7u v\u00e0o cao, trong khi s\u1ea3n l\u01b0\u1ee3ng ti\u00eau th\u1ee5 n\u1ed9i \u0111\u1ecba ch\u01b0a c\u1ea3i thi\u1ec7n.<\/p>\n\n\n\n

\"Qu\u00e1
Qu\u00e1 tr\u00ecnh luy\u1ec7n th\u00e9p t\u1ea1i m\u1ed9t nh\u00e0 m\u00e1y. \u1ea2nh: HPG<\/em><\/figcaption><\/figure>\n\n\n\n

D\u1ef1 \u0111o\u00e1n tr\u00ean c\u1ee7a BSC d\u1ef1a v\u00e0o th\u1ef1c t\u1ebf ti\u00eau th\u1ee5 ng\u00e0nh th\u00e9p v\u1eabn ch\u01b0a c\u00f3 t\u00edn hi\u1ec7u h\u1ed3i ph\u1ee5c. \u0110i\u1ec1u n\u00e0y th\u1ec3 hi\u1ec7n qua vi\u1ec7c c\u00e1c nh\u00e0 m\u00e1y v\u1eabn bu\u1ed9c ph\u1ea3i \u0111\u1ea9y k\u00eanh xu\u1ea5t kh\u1ea9u th\u00e9p, \u0111\u1ec3 b\u00f9 \u0111\u1eafp cho n\u1ed9i \u0111\u1ecba, doanh nghi\u1ec7p r\u1ea5t h\u1ea1n ch\u1ebf kh\u1ea3 n\u0103ng t\u0103ng gi\u00e1 th\u00e9p, m\u1eb7c d\u00f9 chi ph\u00ed s\u1ea3n xu\u1ea5t \u0111\u00e3 t\u0103ng. Do \u0111\u00f3, BSC cho r\u1eb1ng nhu c\u1ea7u n\u1ed9i \u0111\u1ecba v\u1eabn y\u1ebfu trong cu\u1ed1i n\u0103m.<\/p>\n\n\n\n

S\u1ed1 li\u1ec7u c\u1ee7a Hi\u1ec7p h\u1ed9i Th\u00e9p Vi\u1ec7t Nam (VSA) c\u0169ng ch\u1ec9 ra trong th\u00e1ng 9, ch\u00eanh l\u1ec7ch gi\u1eefa s\u1ea3n xu\u1ea5t v\u00e0 b\u00e1n h\u00e0ng th\u00e9p th\u00e0nh ph\u1ea9m kho\u1ea3ng 579.000 t\u1ea5n. T\u00ednh chung ba qu\u00fd n\u0103m nay, m\u1ee9c ch\u00eanh l\u1ec7ch l\u00e0 h\u01a1n 1,2 tri\u1ec7u t\u1ea5n th\u00e9p th\u00e0nh ph\u1ea9m. VSA nh\u1eadn \u0111\u1ecbnh nhu c\u1ea7u th\u1ecb tr\u01b0\u1eddng v\u1edbi c\u00e1c m\u1eb7t h\u00e0ng th\u00e9p trong n\u01b0\u1edbc n\u00f3i chung v\u1eabn y\u1ebfu, ch\u01b0a \u0111\u01b0\u1ee3c c\u1ea3i thi\u1ec7n nhi\u1ec1u.t\u1ea5nT\u00ecnh h\u00ecnh s\u1ea3n xu\u1ea5t v\u00e0 ti\u00eau th\u1ee5 th\u00e9p x\u00e2y d\u1ef1ng t\u1eeb n\u0103m 2022 \u0111\u1ebfn nayS\u1ea3n xu\u1ea5tB\u00e1n h\u00e0ng1\/20222\/20223\/20224\/20225\/20226\/20227\/20228\/20229\/202210\/202211\/202212\/20221\/20232\/20233\/20234\/20235\/20236\/20237\/20238\/20239\/20230500k1 000k1 500k2 000kVnExpress | Ngu\u1ed3n: Hi\u1ec7p h\u1ed9i Th\u00e9p Vi\u1ec7t Nam (VSA)2\/2023\u25cf<\/p>\n\n\n\n

 B\u00e1n h\u00e0ng: 892 403<\/p>\n\n\n\n

Do s\u1ee9c ti\u00eau th\u1ee5 ch\u01b0a ph\u1ee5c h\u1ed3i, gi\u00e1 b\u00e1n th\u00e9p c\u0169ng \u0111\u1ee9ng y\u00ean h\u01a1n hai th\u00e1ng qua. Hi\u1ec7n t\u1ea1i gi\u00e1 th\u00e9p<\/a> x\u00e2y d\u1ef1ng \u0111\u00e3 neo quanh 13,4-13,7 tri\u1ec7u \u0111\u1ed3ng m\u1ed9t t\u1ea5n t\u1eeb \u0111\u1ea7u th\u00e1ng 9 \u0111\u1ebfn nay, th\u1ea5p nh\u1ea5t ba n\u0103m qua. Tr\u01b0\u1edbc \u0111\u00f3, gi\u00e1 b\u00e1n c\u1ee7a m\u1eb7t h\u00e0ng n\u00e0y \u0111\u00e3 c\u00f3 19 \u0111\u1ee3t gi\u1ea3m li\u00ean ti\u1ebfp t\u1eeb \u0111\u1ea7u th\u00e1ng 4.<\/p>\n\n\n\n

Sang qu\u00fd IV, BSC cho r\u1eb1ng gi\u00e1 th\u00e9p n\u1ed9i \u0111\u1ecba v\u1eabn ch\u1ecbu \u00e1p l\u1ef1c gi\u1ea3m nh\u1eb9. Nguy\u00ean nh\u00e2n l\u00e0 l\u1ef1c c\u1ea7u n\u1ed9i \u0111\u1ecba v\u1eabn y\u1ebfu, trong khi k\u00eanh xu\u1ea5t kh\u1ea9u c\u0169ng h\u1ea1 d\u1ea7n v\u1ec1 cu\u1ed1i n\u0103m v\u00e0 th\u00e9p Vi\u1ec7t Nam ti\u1ebfp t\u1ee5c ch\u1ecbu s\u1ef1 c\u1ea1nh tranh t\u1eeb Trung Qu\u1ed1c.tri\u1ec7u \u0111\u1ed3ng\/t\u1ea5nGi\u00e1 th\u00e9p H\u00f2a Ph\u00e1t mi\u1ec1n B\u1eafc t\u1eeb gi\u1eefa th\u00e1ng 5\/2022 \u0111\u1ebfn \u0111\u1ea7u th\u00e1ng 9\/2023Th\u00e9p CB240Th\u00e9p D10 CB30011-5-202227.56.627.617.727.78.822.87.97.1024.1230.17.221.312.427.419.530.513.65.721.717.86.91214161820VnExpress | Ngu\u1ed3n: SteelOnline20.4\u25cf<\/p>\n\n\n\n

 Th\u00e9p D10 CB300: 15.45<\/p>\n\n\n\n

Nh\u01b0 v\u1eady, r\u1ea5t \u00edt kh\u1ea3 n\u0103ng x\u1ea3y ra k\u1ecbch b\u1ea3n c\u00e1c doanh nghi\u1ec7p chuy\u1ec3n ti\u1ebfp \u00e1p l\u1ef1c t\u1eeb gi\u00e1 \u0111i\u1ec7n sang ng\u01b0\u1eddi ti\u00eau d\u00f9ng. Th\u1eddi gian t\u1edbi, ng\u00e0nh th\u00e9p ph\u1ea3i t\u00ecm l\u1eddi gi\u1ea3i cho b\u00e0i to\u00e1n l\u1ee3i nhu\u1eadn trong b\u1ed1i c\u1ea3nh chi ph\u00ed \u0111\u1ea7u v\u00e0o t\u0103ng, s\u1ee9c mua c\u0169ng nh\u01b0 gi\u00e1 b\u00e1n ch\u01b0a th\u1ec3 ph\u1ee5c h\u1ed3i.<\/p>\n\n\n\n

Tuy nhi\u00ean c\u1eeda s\u00e1ng v\u1eabn \u0111\u01b0\u1ee3c d\u1ef1 \u0111o\u00e1n. Trong b\u00e1o c\u00e1o g\u1ea7n \u0111\u00e2y, Ch\u1ee9ng kho\u00e1n KB Vi\u1ec7t Nam (KBSV) k\u1ef3 v\u1ecdng r\u1eb1ng, nhu c\u1ea7u ti\u00eau th\u1ee5 th\u00e9p trong n\u01b0\u1edbc c\u00f3 th\u1ec3 b\u1eaft \u0111\u1ea7u duy tr\u00ec t\u00edch c\u1ef1c k\u1ec3 t\u1eeb \u0111\u1ea7u n\u0103m 2024 nh\u1edd: m\u1eb7t b\u1eb1ng l\u00e3i su\u1ea5t t\u01b0\u01a1ng \u0111\u1ed1i th\u1ea5p h\u1ed7 tr\u1ee3 ho\u1ea1t \u0111\u1ed9ng s\u1ea3n xu\u1ea5t kinh doanh; m\u1ee9c n\u1ec1n th\u1ea5p c\u1ee7a gi\u00e1 th\u00e9p k\u00edch th\u00edch nhu c\u1ea7u ti\u00eau th\u1ee5; c\u00e1c ch\u00ednh s\u00e1ch th\u00e1o g\u1ee1 kh\u00f3 kh\u0103n cho th\u1ecb tr\u01b0\u1eddng b\u1ea5t \u0111\u1ed9ng s\u1ea3n v\u00e0 x\u00e2y d\u1ef1ng d\u00e2n d\u1ee5ng; ti\u1ec1m n\u0103ng t\u1eeb th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u.<\/p>\n","protected":false},"excerpt":{"rendered":"

Ng\u00e0nh th\u00e9p \u0111\u1ed1i m\u1eb7t \u00e1p l\u1ef1c chi ph\u00ed \u0111i\u1ec7n, than c\u00f9ng t\u0103ng, trong khi nhu c\u1ea7u ti\u00eau th\u1ee5 v\u00e0 gi\u00e1 b\u00e1n d\u1ef1 ki\u1ebfn ti\u1ebfp t\u1ee5c gi\u1ea3m. K\u1ebft qu\u1ea3 kinh doanh c\u1ee7a c\u00e1c doanh nghi\u1ec7p th\u00e9p \u0111\u00e3 c\u00f3 s\u1ef1 ph\u1ee5c h\u1ed3i trong qu\u00fd III nh\u01b0ng kh\u00f4ng \u0111\u1ec1u. Hai “\u00f4ng l\u1edbn” H\u00f2a Ph\u00e1t v\u00e0 Hoa Sen c\u1ea3i thi\u1ec7n l\u1ee3i …<\/p>\n

L\u1ee3i nhu\u1eadn c\u1ee7a ng\u00e0nh th\u00e9p 2025<\/span> Read More »<\/a><\/p>\n","protected":false},"author":1,"featured_media":1616,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","footnotes":""},"categories":[15],"tags":[],"class_list":["post-1628","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tin-tuc"],"_links":{"self":[{"href":"https:\/\/thepvietthang.com\/index.php\/wp-json\/wp\/v2\/posts\/1628"}],"collection":[{"href":"https:\/\/thepvietthang.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thepvietthang.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thepvietthang.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thepvietthang.com\/index.php\/wp-json\/wp\/v2\/comments?post=1628"}],"version-history":[{"count":1,"href":"https:\/\/thepvietthang.com\/index.php\/wp-json\/wp\/v2\/posts\/1628\/revisions"}],"predecessor-version":[{"id":1629,"href":"https:\/\/thepvietthang.com\/index.php\/wp-json\/wp\/v2\/posts\/1628\/revisions\/1629"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thepvietthang.com\/index.php\/wp-json\/wp\/v2\/media\/1616"}],"wp:attachment":[{"href":"https:\/\/thepvietthang.com\/index.php\/wp-json\/wp\/v2\/media?parent=1628"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thepvietthang.com\/index.php\/wp-json\/wp\/v2\/categories?post=1628"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thepvietthang.com\/index.php\/wp-json\/wp\/v2\/tags?post=1628"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}