{"id":13849879,"date":"2024-03-09T03:35:50","date_gmt":"2024-03-09T03:35:50","guid":{"rendered":"https:\/\/yp.vn\/?p=13849879"},"modified":"2024-04-10T03:36:16","modified_gmt":"2024-04-10T03:36:16","slug":"nganh-nhua-xay-dung-nam-2024-trien-vong-nho-thi-truong-bat-dong-san-phuc-hoi","status":"publish","type":"post","link":"https:\/\/yp.com.vn\/nganh-nhua-xay-dung-nam-2024-trien-vong-nho-thi-truong-bat-dong-san-phuc-hoi\/","title":{"rendered":"Ng\u00e0nh nh\u1ef1a x\u00e2y d\u1ef1ng n\u0103m 2024: Tri\u1ec3n v\u1ecdng nh\u1edd th\u1ecb tr\u01b0\u1eddng B\u1ea5t \u0111\u1ed9ng s\u1ea3n ph\u1ee5c h\u1ed3i"},"content":{"rendered":"

S\u1ea3n l\u01b0\u1ee3ng \u1ed1ng nh\u1ef1a ti\u00eau th\u1ee5 s\u1ebd kh\u1ea3 quan h\u01a1n, do k\u1ef3 v\u1ecdng v\u00e0o s\u1ef1 t\u0103ng tr\u01b0\u1edfng c\u1ee7a m\u1ea3ng x\u00e2y d\u1ef1ng nh\u00e0 \u1edf khi nh\u00f3m kh\u00e1ch h\u00e0ng b\u1ea5t \u0111\u1ed9ng s\u1ea3n d\u1ea7n h\u1ed3i ph\u1ee5c trong n\u0103m 2024 nh\u1edd \u00e1p l\u1ef1c l\u00e3i vay gi\u1ea3m.<\/strong><\/p>\n

Theo C\u00f4ng ty Ch\u1ee9ng kho\u00e1n FPTS, trong n\u0103m 2023, l\u1ee3i nhu\u1eadn c\u1ee7a c\u00e1c doanh nghi\u1ec7p ng\u00e0nh nh\u1ef1a x\u00e2y d\u1ef1ng<\/strong><\/a> \u0111\u00e3 ch\u1ee9ng ki\u1ebfn s\u1ef1 t\u0103ng tr\u01b0\u1edfng v\u01b0\u1ee3t b\u1eadc v\u1edbi l\u1ee3i nhu\u1eadn sau thu\u1ebf 9 th\u00e1ng n\u0103m 2023 \u0111\u1ea1t g\u1ea7n 1.179 t\u1ef7 \u0111\u1ed3ng, t\u0103ng 37,4% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc v\u00e0 bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p li\u00ean t\u1ee5c m\u1edf r\u1ed9ng, trung b\u00ecnh 9 th\u00e1ng n\u0103m 2023 \u0111\u1ea1t 35,0%, t\u0103ng 9,5 \u0111pt so v\u1edbi c\u00f9ng k\u1ef3. Nguy\u00ean nh\u00e2n l\u00e0 do gi\u00e1 b\u00e1n ti\u1ebfp t\u1ee5c duy tr\u00ec m\u1ee9c cao k\u1ec3 t\u1eeb sau giai \u0111o\u1ea1n li\u00ean t\u1ee5c t\u0103ng m\u1ea1nh v\u00e0o n\u0103m 2021 v\u00e0 gi\u00e1 h\u1ea1t nh\u1ef1a s\u1ee5t gi\u1ea3m m\u1ea1nh.<\/p>\n

\u0110\u1ed1i v\u1edbi gi\u00e1 b\u00e1n \u1ed1ng nh\u1ef1a, FPTS cho r\u1eb1ng, m\u1eb7c d\u00f9 nhu c\u1ea7u ti\u00eau th\u1ee5 \u1ea3m \u0111\u1ea1m, gi\u00e1 b\u00e1n ni\u00eam y\u1ebft c\u1ee7a c\u00e1c doanh nghi\u1ec7p kh\u00f4ng \u0111\u1ed5i trong n\u0103m 2023, \u01b0\u1edbc t\u00ednh gi\u00e1 b\u00e1n trung b\u00ecnh 9 th\u00e1ng n\u0103m 2023 \u0111\u1ea1t x\u1ea5p x\u1ec9 56 tri\u1ec7u \u0111\u1ed3ng\/t\u1ea5n, gi\u1ea3m nh\u1eb9 2-3% so v\u1edbi c\u00f9ng k\u1ef3 v\u00ec NTP \u0111\u00e3 gi\u1ea3m 10% gi\u00e1 b\u00e1n uPVC v\u00e0o qu\u00fd III\/2022 khi\u1ebfn gi\u00e1 b\u00e1n trung b\u00ecnh 9 th\u00e1ng n\u0103m 2023 th\u1ea5p h\u01a1n c\u00f9ng k\u1ef3 v\u00e0 c\u00e1c doanh nghi\u1ec7p \u0111\u00e3 \u00e1p d\u1ee5ng m\u1ed9t s\u1ed1 ch\u01b0\u01a1ng tr\u00ecnh khuy\u1ebfn m\u00e3i trong th\u1eddi gian ng\u1eafn \u0111\u1ec3 k\u00edch c\u1ea7u khi\u1ebfn gi\u00e1 b\u00e1n trung b\u00ecnh gi\u1ea3m nh\u1eb9.<\/p>\n

Trong khi gi\u00e1 \u0111\u1ea7u ra ch\u1ec9 gi\u1ea3m nh\u1eb9, gi\u00e1 c\u00e1c lo\u1ea1i h\u1ea1t nh\u1ef1a s\u1ea3n ph\u1ea9m<\/strong><\/a> \u0111\u1ea7u v\u00e0o nh\u01b0 PVC, HDPE, PP c\u1ee7a 9 th\u00e1ng n\u0103m 2023 l\u1ea1i s\u1ee5t gi\u1ea3m m\u1ea1nh 16-32%. Trong \u0111\u00f3, gi\u00e1 PVC (chi\u1ebfm t\u1ef7 tr\u1ecdng l\u1edbn nh\u1ea5t trong chi ph\u00ed s\u1ea3n xu\u1ea5t nh\u1ef1a x\u00e2y d\u1ef1ng) c\u00f3 m\u1ee9c gi\u1ea3m m\u1ea1nh nh\u1ea5t 31,6% so v\u1edbi c\u00f9ng k\u1ef3, trung b\u00ecnh \u0111\u1ea1t 861 USD\/t\u1ea5n.<\/p>\n

Theo FPTS, bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p ng\u00e0nh n\u0103m 2024 s\u1ebd gi\u1ea3m 4,3 \u0111pt so v\u1edbi m\u1ee9c \u0111\u1ec9nh c\u1ee7a n\u0103m 2023, tuy nhi\u00ean, v\u1eabn \u0111\u1ea1t m\u1ee9c cao g\u1ea7n 30,8% do 2 nguy\u00ean nh\u00e2n: Th\u1ee9 nh\u1ea5t, khi nhu c\u1ea7u ph\u1ee5c h\u1ed3i, c\u00e1c doanh nghi\u1ec7p l\u1edbn \u0111ang duy tr\u00ec m\u1ee9c gi\u00e1 b\u00e1n cao, \u0111i\u1ec3n h\u00ecnh nh\u01b0 BMP s\u1ebd ch\u1ecbu \u00e1p l\u1ef1c gi\u1ea3m gi\u00e1 b\u00e1n; Th\u1ee9 hai, gi\u00e1 h\u1ea1t nh\u1ef1a s\u1ea3n ph\u1ea9m<\/strong><\/a> \u0111ang \u1edf m\u1ee9c r\u1ea5t th\u1ea5p, k\u1ef3 v\u1ecdng s\u1ebd ph\u1ee5c h\u1ed3i trong n\u0103m 2024 khi nhu c\u1ea7u tr\u00ean th\u1ebf gi\u1edbi d\u1ea7n c\u1ea3i thi\u1ec7n.<\/p>\n

C\u1ee5 th\u1ec3 h\u01a1n, C\u00f4ng ty Ch\u1ee9ng kho\u00e1n n\u00e0y d\u1ef1 ph\u00f3ng, gi\u00e1 b\u00e1n \u1ed1ng nh\u1ef1a trung b\u00ecnh n\u0103m 2024 s\u1ebd s\u1ee5t gi\u1ea3m 3,5% so v\u1edbi m\u1ee9c cao c\u1ee7a 2023 \u0111\u1ec3 duy tr\u00ec n\u0103ng l\u1ef1c c\u1ea1nh tranh, v\u00ec khi nhu c\u1ea7u cho \u1ed1ng nh\u1ef1a ph\u1ee5c h\u1ed3i, trong t\u00ecnh tr\u1ea1ng ng\u00e0nh \u0111ang d\u01b0 cung, vi\u1ec7c duy tr\u00ec m\u1ee9c gi\u00e1 b\u00e1n cao trong th\u1eddi gian d\u00e0i c\u00f3 th\u1ec3 l\u00e0m BMP m\u1ea5t th\u1ecb ph\u1ea7n. Hi\u1ec7n nay gi\u00e1 b\u00e1n \u1ed1ng nh\u1ef1a trung b\u00ecnh \u0111ang \u1edf m\u1ee9c 56 tri\u1ec7u \u0111\u1ed3ng\/t\u1ea5n, cao h\u01a1n g\u1ea7n 24% so v\u1edbi giai \u0111o\u1ea1n tr\u01b0\u1edbc n\u0103m 2021 d\u00f9 nhu c\u1ea7u ti\u00eau th\u1ee5 \u1ea3m \u0111\u1ea1m.<\/p>\n

Trong khi NTP \u0111\u00e3 gi\u1ea3m gi\u00e1 b\u00e1n uPVC 10% trong qu\u00fd III\/2022, BMP v\u1eabn gi\u1eef nguy\u00ean m\u1ee9c gi\u00e1 b\u00e1n cao. FPTS cho r\u1eb1ng, BMP c\u00f3 kh\u1ea3 n\u0103ng duy tr\u00ec m\u1ee9c gi\u00e1 b\u00e1n cao nh\u01b0 hi\u1ec7n nay v\u00ec doanh nghi\u1ec7p c\u00f3 v\u1ecb th\u1ebf v\u1eefng ch\u1eafc t\u1ea1i mi\u1ec1n Nam v\u00e0 h\u1ec7 th\u1ed1ng ph\u00e2n ph\u1ed1i l\u1edbn s\u1eb5n c\u00f3, n\u00ean vi\u1ec7c c\u1ea1nh tranh gi\u00e0nh th\u1ecb ph\u1ea7n t\u1eeb c\u00e1c doanh nghi\u1ec7p nh\u1ecf l\u1ebb kh\u00e1c \u1edf mi\u1ec1n Nam ch\u01b0a x\u1ea3y ra r\u00f5 r\u00e0ng trong ng\u1eafn h\u1ea1n.<\/p>\n

\u0110\u1ed1i v\u1edbi gi\u00e1 h\u1ea1t nh\u1ef1a, FPTS k\u1ef3 v\u1ecdng gi\u00e1 h\u1ea1t nh\u1ef1a PVC<\/strong><\/a> n\u0103m 2024 s\u1ebd d\u1ea7n ph\u1ee5c h\u1ed3i v\u1ec1 m\u1ee9c x\u1ea5p x\u1ec9 900 USD\/t\u1ea5n, t\u0103ng 6,2% so v\u1edbi c\u00f9ng k\u1ef3, t\u01b0\u01a1ng \u1ee9ng \u1edf v\u00f9ng gi\u00e1 trung b\u00ecnh giai \u0111o\u1ea1n 2018-2020, nh\u01b0ng th\u1ea5p h\u01a1n \u0111\u00e1ng k\u1ec3 so v\u1edbi giai \u0111o\u1ea1n 2021-2022 do nhu c\u1ea7u ti\u00eau th\u1ee5 h\u1ea1t nh\u1ef1a c\u1ea3i thi\u1ec7n h\u01a1n tr\u00ean to\u00e0n c\u1ea7u v\u00e0 k\u1ef3 v\u1ecdng gi\u00e1 d\u1ea7u Brent \u0111\u1ea1t 85 USD\/th\u00f9ng, t\u0103ng 3,0% so v\u1edbi c\u00f9ng k\u1ef3 trong n\u0103m 2024F.<\/p>\n

C\u00f4ng ty Ch\u1ee9ng kho\u00e1n n\u00e0y c\u0169ng \u0111\u00e1nh gi\u00e1, nhu c\u1ea7u ti\u00eau th\u1ee5 nh\u1ef1a x\u00e2y d\u1ef1ng<\/strong><\/a> \u1ea3m \u0111\u1ea1m trong n\u0103m 2023, v\u1edbi s\u1ea3n l\u01b0\u1ee3ng ti\u00eau th\u1ee5 s\u1ee5t gi\u1ea3m 10,2% so v\u1edbi c\u00f9ng k\u1ef3 trong 9 th\u00e1ng n\u0103m 2023. Nguy\u00ean nh\u00e2n ch\u00ednh l\u00e0 do t\u00e1c \u0111\u1ed9ng ti\u00eau c\u1ef1c t\u1eeb ng\u00e0nh x\u00e2y d\u1ef1ng, \u0111\u1eb7c bi\u1ec7t l\u00e0 m\u1ea3ng x\u00e2y d\u1ef1ng nh\u00e0 \u1edf (m\u1ea3ng t\u00e1c \u0111\u1ed9ng l\u1edbn t\u1edbi nhu c\u1ea7u ti\u00eau th\u1ee5 \u1ed1ng nh\u1ef1a) ch\u1eefng l\u1ea1i t\u1eeb qu\u00fd IV\/2022 t\u1edbi nay v\u00ec nh\u1eefng kh\u00f3 kh\u0103n t\u1eeb nh\u00f3m kh\u00e1ch h\u00e0ng b\u1ea5t \u0111\u1ed9ng s\u1ea3n nh\u01b0 t\u00ecnh h\u00ecnh c\u1ea5p ph\u00e9p nh\u1ecf gi\u1ecdt v\u00e0 chi ph\u00ed l\u00e3i vay cao.<\/p>\n

Cho c\u1ea3 n\u0103m 2023, FPTS d\u1ef1 ph\u00f3ng s\u1ea3n l\u01b0\u1ee3ng ti\u00eau th\u1ee5 \u1ed1ng nh\u1ef1a s\u1ebd s\u1ee5t gi\u1ea3m 10,3% so v\u1edbi c\u00f9ng k\u1ef3, khi nhu c\u1ea7u trong qu\u00fd IV\/2023 kh\u00f4ng c\u00f3 s\u1ef1 c\u1ea3i thi\u1ec7n r\u00f5 n\u00e9t, ch\u1ec9 t\u0103ng tr\u01b0\u1edfng so v\u1edbi qu\u00fd III\/2023 do t\u00ednh m\u00f9a v\u1ee5.<\/p>\n

\"\"<\/p>\n

Sang n\u0103m 2024, FPTS d\u1ef1 ph\u00f3ng, s\u1ea3n l\u01b0\u1ee3ng ti\u00eau th\u1ee5 s\u1ebd kh\u1ea3 quan h\u01a1n, t\u0103ng tr\u01b0\u1edfng 8,5% so v\u1edbi m\u1ee9c n\u1ec1n th\u1ea5p c\u1ee7a 2023, do k\u1ef3 v\u1ecdng v\u00e0o s\u1ef1 t\u0103ng tr\u01b0\u1edfng c\u1ee7a m\u1ea3ng x\u00e2y d\u1ef1ng nh\u00e0 \u1edf khi nh\u00f3m kh\u00e1ch h\u00e0ng b\u1ea5t \u0111\u1ed9ng s\u1ea3n d\u1ea7n h\u1ed3i ph\u1ee5c trong n\u0103m 2024 nh\u1edd \u00e1p l\u1ef1c l\u00e3i vay gi\u1ea3m.<\/p>\n

\u201cCh\u00fang t\u00f4i cho r\u1eb1ng nhu c\u1ea7u \u1ed1ng nh\u1ef1a s\u1ebd c\u1ea3i thi\u1ec7n t\u1eeb qu\u00fd II\/2024 sau k\u1ef3 ngh\u1ec9 T\u1ebft, v\u00e0 t\u0103ng tr\u01b0\u1edfng r\u00f5 n\u00e9t h\u01a1n trong n\u1eeda cu\u1ed1i n\u0103m 2024. Tuy nhi\u00ean, c\u1ea7n l\u01b0u \u00fd m\u1ee9c s\u1ea3n l\u01b0\u1ee3ng ti\u00eau th\u1ee5 tr\u00ean ch\u01b0a ph\u1ee5c h\u1ed3i ho\u00e0n to\u00e0n v\u1ec1 m\u1ee9c cao c\u1ee7a giai \u0111o\u1ea1n 2019-2020 v\u00ec tri\u1ec3n v\u1ecdng ng\u00e0nh B\u0110S v\u1eabn g\u1eb7p nhi\u1ec1u kh\u00f3 kh\u0103n khi c\u00f2n v\u01b0\u1edbng m\u1eafc trong h\u1ec7 th\u1ed1ng ph\u00e1p l\u00fd\u201d, FPTS \u0111\u00e1nh gi\u00e1.<\/p>\n

\u0110\u1ed3ng th\u1eddi, \u0111\u01a1n v\u1ecb n\u00e0y c\u0169ng d\u1ef1 ph\u00f3ng doanh thu thu\u1ea7n ng\u00e0nh nh\u1ef1a x\u00e2y d\u1ef1ng<\/strong><\/a> n\u0103m 2024 s\u1ebd \u0111\u1ea1t 10.600 t\u1ef7 \u0111\u1ed3ng, t\u0103ng 4,7% so v\u1edbi n\u0103m tr\u01b0\u1edbc v\u00e0 t\u1ef7 su\u1ea5t l\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u1ea1t 12,5%, gi\u1ea3m 3,0 \u0111pt so v\u1edbi c\u00f9ng k\u1ef3. Trong \u0111\u00f3, m\u1ee9c t\u0103ng doanh thu thu\u1ea7n \u0111\u1ea1t \u0111\u01b0\u1ee3c nh\u1edd k\u1ef3 v\u1ecdng nhu c\u1ea7u t\u1eeb ng\u00e0nh x\u00e2y d\u1ef1ng c\u1ea3i thi\u1ec7n gi\u00fap s\u1ea3n l\u01b0\u1ee3ng ti\u00eau th\u1ee5 \u1ed1ng nh\u1ef1a c\u1ea3i thi\u1ec7n 8,5% so v\u1edb c\u00f9ng k\u1ef3.<\/p>\n

\u201cT\u1ef7 su\u1ea5t l\u1ee3i nhu\u1eadn sau thu\u1ebf 2024F d\u1ef1 ki\u1ebfn s\u1ee5t gi\u1ea3m so v\u1edbi m\u1ee9c cao c\u1ee7a 2023 theo \u0111\u00e0 gi\u1ea3m c\u1ee7a bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p khi c\u00e1c doanh nghi\u1ec7p l\u1edbn \u0111ang ch\u1ecbu \u00e1p l\u1ef1c gi\u1ea3m gi\u00e1 b\u00e1n \u0111\u1ec3 duy tr\u00ec n\u0103ng l\u1ef1c c\u1ea1nh tranh v\u00e0 d\u1ef1 ph\u00f3ng gi\u00e1 h\u1ea1t nh\u1ef1a \u0111\u1ea7u v\u00e0o ph\u1ee5c h\u1ed3i\u201d, FPTS nh\u1eadn \u0111\u1ecbnh.<\/p>\n","protected":false},"excerpt":{"rendered":"

S\u1ea3n l\u01b0\u1ee3ng \u1ed1ng nh\u1ef1a ti\u00eau th\u1ee5 s\u1ebd kh\u1ea3 quan h\u01a1n, do k\u1ef3 v\u1ecdng v\u00e0o s\u1ef1 t\u0103ng tr\u01b0\u1edfng c\u1ee7a m\u1ea3ng x\u00e2y d\u1ef1ng nh\u00e0 \u1edf khi nh\u00f3m kh\u00e1ch h\u00e0ng b\u1ea5t \u0111\u1ed9ng s\u1ea3n d\u1ea7n h\u1ed3i ph\u1ee5c trong n\u0103m 2024 nh\u1edd \u00e1p l\u1ef1c l\u00e3i vay gi\u1ea3m. Theo C\u00f4ng ty Ch\u1ee9ng kho\u00e1n FPTS, trong n\u0103m 2023, l\u1ee3i nhu\u1eadn c\u1ee7a c\u00e1c… Xem b\u00e0i vi\u1ebft<\/a><\/p>\n","protected":false},"author":3,"featured_media":13849881,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ep_exclude_from_search":false,"footnotes":""},"categories":[2500],"tags":[],"class_list":["post-13849879","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-san-pham-nhua-3"],"acf":[],"_links":{"self":[{"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/posts\/13849879","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/comments?post=13849879"}],"version-history":[{"count":0,"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/posts\/13849879\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/media\/13849881"}],"wp:attachment":[{"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/media?parent=13849879"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/categories?post=13849879"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/tags?post=13849879"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}