{"id":1262,"date":"2021-06-29T10:35:54","date_gmt":"2021-06-29T10:35:54","guid":{"rendered":"https:\/\/demo8.thuythu.com\/hvacrvietnam-32\/?p=1262"},"modified":"2021-06-29T10:35:54","modified_gmt":"2021-06-29T10:35:54","slug":"co-phieu-khu-cong-nghiep-sang-nho-quy-dat","status":"publish","type":"post","link":"https:\/\/demo8.thuythu.com\/hvacrvietnam-32\/tin-nganh\/co-phieu-khu-cong-nghiep-sang-nho-quy-dat\/","title":{"rendered":"C\u1ed5 phi\u1ebfu khu c\u00f4ng nghi\u1ec7p s\u00e1ng nh\u1edd qu\u1ef9 \u0111\u1ea5t"},"content":{"rendered":"

Nh\u1eefng doanh nghi\u1ec7p c\u00f3 qu\u1ef9 \u0111\u1ea5t s\u1eb5n s\u00e0ng cho thu\u00ea ho\u1eb7c c\u00f3 th\u1ec3 m\u1edf r\u1ed9ng qu\u1ef9 \u0111\u1ea5t m\u1edbi trong n\u0103m 2021 s\u1ebd l\u00e0 nh\u1eefng c\u00e1i t\u00ean s\u00e1ng gi\u00e1 c\u1ee7a ng\u00e0nh.
\nVi\u1ec7t Nam \u0111ang c\u00f3 quan h\u1ec7 th\u01b0\u01a1ng m\u1ea1i v\u1edbi h\u01a1n 200 qu\u1ed1c gia tr\u00ean th\u1ebf gi\u1edbi th\u00f4ng qua vi\u1ec7c tham gia c\u00e1c t\u1ed5 ch\u1ee9c th\u01b0\u01a1ng m\u1ea1i nh\u01b0 WTO, CPTPP c\u00f9ng v\u1edbi 12 hi\u1ec7p \u0111\u1ecbnh th\u01b0\u01a1ng m\u1ea1i t\u1ef1 do. Theo \u0111\u00e1nh gi\u00e1 c\u1ee7a C\u00f4ng ty Ch\u1ee9ng kho\u00e1n Mirae Asset Vi\u1ec7t Nam, vi\u1ec7c t\u00edch c\u1ef1c tham gia c\u00e1c hi\u1ec7p \u0111\u1ecbnh th\u01b0\u01a1ng m\u1ea1i \u0111\u00e3 gi\u00fap Vi\u1ec7t Nam thu h\u00fat FDI li\u00ean t\u1ee5c trong nh\u1eefng n\u0103m g\u1ea7n \u0111\u00e2y. So v\u1edbi n\u0103m 2006, d\u00f2ng v\u1ed1n FDI v\u00e0o Vi\u1ec7t Nam n\u0103m 2019 \u0111\u00e3 t\u0103ng h\u01a1n 3 l\u1ea7n l\u00ean m\u1ee9c 38 t\u1ec9 USD.<\/p>\n

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N\u0103m 2020, Vi\u1ec7t Nam \u0111\u01b0\u1ee3c bi\u1ebft \u0111\u1ebfn nhi\u1ec1u h\u01a1n nh\u1edd vi\u1ec7c ng\u0103n ch\u1eb7n \u0111\u1ea1i d\u1ecbch COVID-19 m\u1ed9t c\u00e1ch quy\u1ebft \u0111o\u00e1n v\u00e0 nhanh ch\u00f3ng, nh\u1edd \u0111\u00f3 tho\u00e1t kh\u1ecfi t\u00ecnh tr\u1ea1ng suy tho\u00e1i kinh t\u1ebf. V\u1edbi t\u0103ng tr\u01b0\u1edfng GDP n\u0103m 2020 \u1edf m\u1ee9c 2,91%, Vi\u1ec7t Nam tr\u1edf th\u00e0nh qu\u1ed1c gia duy nh\u1ea5t trong ASEAN v\u00e0 thu\u1ed9c s\u1ed1 \u00edt qu\u1ed1c gia tr\u00ean th\u1ebf gi\u1edbi t\u0103ng tr\u01b0\u1edfng d\u01b0\u01a1ng. Y\u1ebfu t\u1ed1 n\u00e0y gi\u00fap Vi\u1ec7t Nam ti\u1ebfp t\u1ee5c duy tr\u00ec t\u1ed1t t\u1ed1c \u0111\u1ed9 thu h\u00fat FDI. Trong 11 th\u00e1ng n\u0103m 2020 Vi\u1ec7t Nam \u0111\u00e3 thu h\u00fat h\u01a1n 26,4 t\u1ec9 USD v\u1ed1n FDI.
\nNh\u00ecn m\u1ed9t c\u00e1ch kh\u00e1ch quan, \u1ea3nh h\u01b0\u1edfng c\u1ee7a \u0111\u1ea1i d\u1ecbch c\u00f9ng c\u00e1c ch\u00ednh s\u00e1ch thu\u1ebf quan c\u1ee7a M\u1ef9 khi\u1ebfn nhi\u1ec1u nh\u00e0 s\u1ea3n xu\u1ea5t \u0111a qu\u1ed1c gia \u0111\u1ea9y m\u1ea1nh s\u1ef1 d\u1ecbch chuy\u1ec3n nh\u00e0 m\u00e1y ra kh\u1ecfi Trung Qu\u1ed1c. V\u1ed1n \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 cao v\u1ec1 t\u00ednh an to\u00e0n v\u00e0 \u1ed5n \u0111\u1ecbnh v\u1ec1 ch\u00ednh tr\u1ecb, kinh t\u1ebf, nh\u1eefng th\u00e0nh t\u1ef1u k\u1ec3 tr\u00ean \u0111ang gi\u00fap Vi\u1ec7t Nam tr\u1edf th\u00e0nh \u0111i\u1ec3m \u0111\u1ebfn trong xu h\u01b0\u1edbng d\u1ecbch chuy\u1ec3n n\u00e0y.<\/p>\n

Theo s\u1ed1 li\u1ec7u \u0111\u01b0\u1ee3c Mirae Asset tr\u00edch d\u1eabn, t\u00ednh t\u1eeb \u0111\u1ea7u n\u0103m 2018 \u0111\u1ebfn th\u00e1ng 8.2019, trong s\u1ed1 56 doanh nghi\u1ec7p n\u01b0\u1edbc ngo\u00e0i d\u1eddi s\u1ea3n xu\u1ea5t ra kh\u1ecfi Trung Qu\u1ed1c, c\u00f3 26 doanh nghi\u1ec7p (chi\u1ebfm 46,4%) ch\u1ecdn Vi\u1ec7t Nam l\u00e0m \u0111i\u1ec3m \u0111\u1ebfn, 11 doanh nghi\u1ec7p ch\u1ecdn Th\u00e1i Lan v\u00e0 11 doanh nghi\u1ec7p sang \u0110\u00e0i Loan…<\/p>\n

Trong \u0111\u1ee3t b\u00f9ng ph\u00e1t d\u1ecbch \u0111\u1ea7u ti\u00ean, c\u00e1c nh\u00e0 cung c\u1ea5p linh ki\u1ec7n v\u00e0 l\u1eafp r\u00e1p cho Apple l\u00e0 Pegatron v\u00e0 Foxconn t\u1eeb \u0110\u00e0i Loan; Sharp, Nintendo v\u00e0 Komatsu t\u1eeb Nh\u1eadt; Lenovo t\u1eeb H\u1ed3ng K\u00f4ng \u0111\u00e3 di chuy\u1ec3n s\u1ea3n xu\u1ea5t \u0111\u1ebfn Vi\u1ec7t Nam. Trong n\u0103m 2020, l\u00e0n s\u00f3ng d\u1ecbch chuy\u1ec3n v\u00e0 m\u1edf r\u1ed9ng s\u1ea3n xu\u1ea5t kinh doanh c\u1ee7a c\u00e1c doanh nghi\u1ec7p Nh\u1eadt t\u1ea1i Vi\u1ec7t Nam ti\u1ebfp t\u1ee5c t\u1ea1o n\u00ean \u0111i\u1ec3m s\u00e1ng cho ng\u00e0nh b\u1ea5t \u0111\u1ed9ng s\u1ea3n khu c\u00f4ng nghi\u1ec7p.<\/p>\n

V\u1edbi s\u1ef1 tr\u1ee3 l\u1ef1c t\u1eeb ng\u00e0nh, nhi\u1ec1u c\u1ed5 phi\u1ebfu nh\u00f3m b\u1ea5t \u0111\u1ed9ng s\u1ea3n khu c\u00f4ng nghi\u1ec7p \u0111\u00e3 tr\u1ed7i d\u1eady m\u1ea1nh m\u1ebd. Ti\u00eau bi\u1ec3u nh\u01b0 c\u1ed5 phi\u1ebfu NTC c\u1ee7a C\u00f4ng ty C\u1ed5 ph\u1ea7n Khu C\u00f4ng nghi\u1ec7p Nam T\u00e2n Uy\u00ean, LHG c\u1ee7a C\u00f4ng ty C\u1ed5 ph\u1ea7n Long H\u1eadu v\u00e0 TIP c\u1ee7a C\u00f4ng ty C\u1ed5 ph\u1ea7n Ph\u00e1t tri\u1ec3n Khu C\u00f4ng nghi\u1ec7p T\u00edn Ngh\u0129a v\u1edbi m\u1ee9c t\u0103ng l\u1ea7n l\u01b0\u1ee3t 323,4%, 142,7% v\u00e0 127% l\u0169y k\u1ebf t\u1eeb \u0111\u1ea7u n\u0103m 2020 \u0111\u1ebfn ng\u00e0y 29.12.<\/p>\n

Theo \u0111\u00e1nh gi\u00e1 c\u1ee7a \u00f4ng Hu\u1ef3nh Minh Tu\u1ea5n, Gi\u00e1m \u0111\u1ed1c T\u01b0 v\u1ea5n \u0110\u1ea7u t\u01b0, C\u00f4ng ty Ch\u1ee9ng kho\u00e1n Mirae Asset Vi\u1ec7t Nam, Vi\u1ec7t Nam \u0111ang tr\u1edf th\u00e0nh trung \u0111i\u1ec3m s\u1ea3n xu\u1ea5t c\u1ee7a khu v\u1ef1c ch\u00e2u \u00c1 v\u00e0 \u0110\u00f4ng Nam \u00c1, v\u1edbi l\u01b0\u1ee3ng v\u1ed1n l\u1edbn t\u1eeb Trung Qu\u1ed1c, \u0110\u00e0i Loan, H\u00e0n Qu\u1ed1c \u0111ang r\u00f3t v\u00e0o \u0111\u1ec3 \u0111\u1ea7u t\u01b0 m\u1edf r\u1ed9ng s\u1ea3n xu\u1ea5t kinh doanh. \u201cThu\u00ea \u0111\u1ea5t l\u00e0 c\u00f4ng vi\u1ec7c \u0111\u1ea7u ti\u00ean trong vi\u1ec7c m\u1edf nh\u00e0 m\u00e1y. Do v\u1eady, c\u00e1c doanh nghi\u1ec7p b\u1ea5t \u0111\u1ed9ng s\u1ea3n khu c\u00f4ng nghi\u1ec7p s\u1ebd h\u01b0\u1edfng l\u1ee3i r\u1ea5t l\u1edbn\u201d, \u00f4ng Tu\u1ea5n nh\u00ecn nh\u1eadn.
\n\u00d4ng Tu\u1ea5n c\u0169ng cho bi\u1ebft b\u1ea5t \u0111\u1ed9ng s\u1ea3n khu c\u00f4ng nghi\u1ec7p t\u1ea1i Vi\u1ec7t Nam \u0111ang c\u00f3 \u01b0u th\u1ebf v\u1edbi chi ph\u00ed x\u00e2y d\u1ef1ng r\u1ebb; gi\u00e1 thu\u00ea trung b\u00ecnh r\u1ebb h\u01a1n so v\u1edbi trong khu v\u1ef1c, ch\u1ec9 t\u1eeb 120-150 USD\/m2 t\u00f9y khu v\u1ef1c; gi\u00e1 nh\u00e2n c\u00f4ng lao \u0111\u1ed9ng ch\u1ec9 kho\u1ea3ng 330 USD\/th\u00e1ng trong khi Th\u00e1i Lan l\u00e0 kho\u1ea3ng 450 USD, Trung Qu\u1ed1c h\u01a1n 700 USD.
\nM\u1eb7c d\u00f9, tri\u1ec3n v\u1ecdng ng\u00e0nh \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 kh\u1ea3 quan nh\u01b0ng k\u1ebft qu\u1ea3 kinh doanh 9 th\u00e1ng \u0111\u1ea7u n\u0103m 2020 c\u1ee7a c\u00e1c doanh nghi\u1ec7p b\u1ea5t \u0111\u1ed9ng s\u1ea3n c\u00f4ng nghi\u1ec7p kh\u00f4ng m\u1ea5y t\u00edch c\u1ef1c. Theo s\u1ed1 li\u1ec7u th\u1ed1ng k\u00ea c\u1ee7a Mirae Asset, t\u1ed5ng doanh thu c\u1ee7a 18 doanh nghi\u1ec7p \u0111ang ni\u00eam y\u1ebft \u0111\u1ea1t 21.539 t\u1ec9 \u0111\u1ed3ng, l\u1ee3i nhu\u1eadn sau thu\u1ebf 3.634 t\u1ec9 \u0111\u1ed3ng, gi\u1ea3m l\u1ea7n l\u01b0\u1ee3t 6,8% v\u00e0 13,9% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m 2019.<\/p>\n

Nguy\u00ean nh\u00e2n ch\u1ee7 y\u1ebfu l\u00e0 l\u00e0n s\u00f3ng di d\u1eddi nh\u00e0 m\u00e1y t\u0103ng m\u1ea1nh t\u1eeb n\u0103m 2019 gi\u00fap c\u00e1c doanh nghi\u1ec7p ghi nh\u1eadn l\u1ee3i nhu\u1eadn cao trong n\u0103m n\u00e0y. Qu\u1ef9 \u0111\u1ea5t s\u1eb5n s\u00e0ng kinh doanh c\u1ee7a nhi\u1ec1u doanh nghi\u1ec7p l\u1edbn nh\u01b0 T\u1ed5ng C\u00f4ng ty Ph\u00e1t tri\u1ec3n \u0110\u00f4 th\u1ecb Kinh B\u1eafc (KBC), T\u1ed5ng C\u00f4ng ty IDICO (IDC) v\u00e0 C\u00f4ng ty C\u1ed5 ph\u1ea7n Ph\u00e1t tri\u1ec3n \u0110\u00f4 th\u1ecb C\u00f4ng nghi\u1ec7p s\u1ed1 2 (D2D) kh\u00f4ng c\u00f2n, d\u1eabn \u0111\u1ebfn l\u1ee3i nhu\u1eadn suy gi\u1ea3m m\u1ea1nh trong n\u0103m 2020. Th\u00eam v\u00e0o \u0111\u00f3, l\u00e3i su\u1ea5t ti\u1ec1n g\u1eedi n\u0103m 2020 th\u1ea5p h\u01a1n \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn doanh thu t\u00e0i ch\u00ednh c\u1ee7a nhi\u1ec1u doanh nghi\u1ec7p.<\/p>\n

Trong b\u1ee9c tranh t\u1ed5ng th\u1ec3 v\u1ec1 l\u1ee3i nhu\u1eadn kh\u00f4ng kh\u1ea3 quan c\u1ee7a ng\u00e0nh, \u0111i\u1ec3m s\u00e1ng \u0111\u00e3 xu\u1ea5t hi\u1ec7n t\u1ea1i m\u1ed9t s\u1ed1 doanh nghi\u1ec7p \u0111\u1ea1t k\u1ebft qu\u1ea3 t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn sau thu\u1ebf t\u1eeb 30% tr\u1edf l\u00ean nh\u01b0 C\u00f4ng ty C\u1ed5 ph\u1ea7n Long H\u1eadu (37,5%), Khu C\u00f4ng nghi\u1ec7p Nam T\u00e2n Uy\u00ean (35,9%), C\u00f4ng ty C\u1ed5 ph\u1ea7n \u0110\u1ea7u t\u01b0 S\u00e0i G\u00f2n VRG (64,7%)…<\/p>\n

Theo Mirae Asset, \u0111a s\u1ed1 c\u00e1c doanh nghi\u1ec7p n\u00e0y v\u1eabn c\u00f2n qu\u1ef9 \u0111\u1ea5t s\u1eb5n s\u00e0ng cho thu\u00ea v\u00e0 \u0111\u01b0\u1ee3c l\u1ee3i t\u1eeb vi\u1ec7c gi\u00e1 thu\u00ea khu c\u00f4ng nghi\u1ec7p t\u0103ng trong n\u0103m 2020. Mirae Asset c\u0169ng \u0111\u00e1nh gi\u00e1 nh\u1eefng doanh nghi\u1ec7p c\u00f3 qu\u1ef9 \u0111\u1ea5t s\u1eb5n s\u00e0ng cho thu\u00ea ho\u1eb7c c\u00f3 th\u1ec3 m\u1edf r\u1ed9ng qu\u1ef9 \u0111\u1ea5t m\u1edbi trong n\u0103m 2021 s\u1ebd l\u00e0 nh\u1eefng c\u00e1i t\u00ean s\u00e1ng gi\u00e1 c\u1ee7a ng\u00e0nh.<\/p>\n

Ngu\u1ed3n: Nh\u1ecbp C\u1ea7u \u0110\u1ea7u T\u01b0<\/p>\n","protected":false},"excerpt":{"rendered":"

Nh\u1eefng doanh nghi\u1ec7p c\u00f3 qu\u1ef9 \u0111\u1ea5t s\u1eb5n s\u00e0ng cho thu\u00ea ho\u1eb7c c\u00f3 th\u1ec3 m\u1edf r\u1ed9ng qu\u1ef9 \u0111\u1ea5t m\u1edbi trong n\u0103m 2021 s\u1ebd l\u00e0 nh\u1eefng c\u00e1i t\u00ean s\u00e1ng gi\u00e1 c\u1ee7a ng\u00e0nh. Vi\u1ec7t Nam \u0111ang c\u00f3 quan h\u1ec7 th\u01b0\u01a1ng m\u1ea1i v\u1edbi h\u01a1n 200 qu\u1ed1c gia tr\u00ean th\u1ebf gi\u1edbi th\u00f4ng qua vi\u1ec7c tham gia c\u00e1c t\u1ed5 ch\u1ee9c th\u01b0\u01a1ng … Read moreC\u1ed5 phi\u1ebfu khu c\u00f4ng nghi\u1ec7p s\u00e1ng nh\u1edd qu\u1ef9 \u0111\u1ea5t<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":1263,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[12],"tags":[34,43,44],"_links":{"self":[{"href":"https:\/\/demo8.thuythu.com\/hvacrvietnam-32\/wp-json\/wp\/v2\/posts\/1262"}],"collection":[{"href":"https:\/\/demo8.thuythu.com\/hvacrvietnam-32\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/demo8.thuythu.com\/hvacrvietnam-32\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/demo8.thuythu.com\/hvacrvietnam-32\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/demo8.thuythu.com\/hvacrvietnam-32\/wp-json\/wp\/v2\/comments?post=1262"}],"version-history":[{"count":2,"href":"https:\/\/demo8.thuythu.com\/hvacrvietnam-32\/wp-json\/wp\/v2\/posts\/1262\/revisions"}],"predecessor-version":[{"id":1266,"href":"https:\/\/demo8.thuythu.com\/hvacrvietnam-32\/wp-json\/wp\/v2\/posts\/1262\/revisions\/1266"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/demo8.thuythu.com\/hvacrvietnam-32\/wp-json\/wp\/v2\/media\/1263"}],"wp:attachment":[{"href":"https:\/\/demo8.thuythu.com\/hvacrvietnam-32\/wp-json\/wp\/v2\/media?parent=1262"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/demo8.thuythu.com\/hvacrvietnam-32\/wp-json\/wp\/v2\/categories?post=1262"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/demo8.thuythu.com\/hvacrvietnam-32\/wp-json\/wp\/v2\/tags?post=1262"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}