{"id":13850182,"date":"2024-05-02T02:21:47","date_gmt":"2024-05-02T02:21:47","guid":{"rendered":"https:\/\/yp.vn\/?p=13850182"},"modified":"2024-05-02T02:41:01","modified_gmt":"2024-05-02T02:41:01","slug":"cua-sang-cho-loi-nhuan-nganh-hoa-chat-cong-nghiep-phan-bon","status":"publish","type":"post","link":"https:\/\/yp.com.vn\/cua-sang-cho-loi-nhuan-nganh-hoa-chat-cong-nghiep-phan-bon\/","title":{"rendered":"C\u1eeda s\u00e1ng cho l\u1ee3i nhu\u1eadn ng\u00e0nh h\u00f3a ch\u1ea5t c\u00f4ng nghi\u1ec7p, ph\u00e2n b\u00f3n"},"content":{"rendered":"

2024 s\u1ebd l\u00e0 n\u0103m c\u00e1c doanh nghi\u1ec7p ng\u00e0nh ph\u00e2n b\u00f3n, h\u00f3a ch\u1ea5t c\u00f4ng nghi\u1ec7p c\u00f3 s\u1ef1 b\u1ee9t ph\u00e1 m\u1ea1nh trong doanh thu v\u00e0 l\u1ee3i nhu\u1eadn.<\/h2>\n

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Ph\u00e2n b\u00f3n b\u01b0\u1edbc v\u00e0o chu k\u1ef3 m\u1edbi<\/strong><\/p>\n

Theo nh\u1eadn \u0111\u1ecbnh c\u1ee7a nhi\u1ec1u CTCK, \u0111\u1ebfn h\u1ebft qu\u00fd I\/2024, s\u1ef1 ph\u1ee5c h\u1ed3i v\u00e0 t\u0103ng tr\u01b0\u1edfng \u0111\u1ed1i v\u1edbi ng\u00e0nh ph\u00e2n b\u00f3n, h\u00f3a ch\u1ea5t t\u1ea1i Vi\u1ec7t Nam c\u01a1 b\u1ea3n \u0111\u00e3 \u0111\u00fang nh\u01b0 c\u00e1c d\u1ef1 b\u00e1o. Theo \u0111\u00f3, hi\u1ec7n nay nh\u1eefng c\u0103ng th\u1eb3ng \u1edf khu v\u1ef1c Bi\u1ec3n \u0110\u1ecf, s\u1ef1 c\u1ed1 gi\u00e1n \u0111o\u1ea1n \u0111\u01b0\u1eddng \u1ed1ng d\u1eabn kh\u00ed amoniac t\u1ea1i s\u00e2n b\u0103ng Bethpage v\u00e0 vi\u1ec7c Nga, Trung Qu\u1ed1c h\u1ea1n ch\u1ebf xu\u1ea5t kh\u1ea9u ph\u00e2n b\u00f3n \u0111\u00e3 khi\u1ebfn gi\u00e1 ph\u00e2n b\u00f3n t\u0103ng li\u00ean t\u1ee5c.<\/p>\n

C\u00e1c chuy\u00ean gia t\u1ea1i CTCK Mirae Asset cho r\u1eb1ng, 2024 s\u1ebd l\u00e0 n\u0103m c\u00e1c doanh nghi\u1ec7p ng\u00e0nh ph\u00e2n b\u00f3n, h\u00f3a ch\u1ea5t c\u00f4ng nghi\u1ec7p<\/a> c\u00f3 s\u1ef1 b\u1ee9t ph\u00e1 m\u1ea1nh trong doanh thu v\u00e0 l\u1ee3i nhu\u1eadn. C\u1ee5 th\u1ec3, gi\u00e1 ph\u00e2n ur\u00ea \u0111\u00e3 t\u0103ng tr\u01b0\u1edfng 11% trong qu\u00fd I v\u1eeba qua c\u00f3 th\u1ec3 ti\u1ebfp t\u1ee5c t\u0103ng trong c\u00e1c th\u00e1ng t\u1edbi, do t\u00e1c \u0111\u1ed9ng t\u1eeb vi\u1ec7c h\u1ea1n ch\u1ebf ngu\u1ed3n cung c\u1ee7a Nga v\u00e0 Trung Qu\u1ed1c.<\/p>\n

Vi\u1ec7c n\u00e0y s\u1ebd khi\u1ebfn c\u00e1c doanh nghi\u1ec7p l\u1edbn ng\u00e0nh ph\u00e2n \u0111\u1ea1m nh\u01b0 T\u1ed5ng C\u00f4ng ty Ph\u00e2n b\u00f3n v\u00e0 H\u00f3a ch\u1ea5t D\u1ea7u kh\u00ed – CTCP (DPM), CTCP Ph\u00e2n b\u00f3n D\u1ea7u kh\u00ed C\u00e0 Mau (DCM) t\u0103ng tr\u01b0\u1edfng m\u1ea1nh c\u1ea3 v\u1ec1 doanh thu v\u00e0 l\u1ee3i nhu\u1eadn (Mirae Asset d\u1ef1 b\u00e1o doanh thu n\u0103m 2024 c\u1ee7a DPM s\u1ebd t\u0103ng 24%, l\u1ee3i nhu\u1eadn sau thu\u1ebf t\u0103ng 169%, DCM doanh thu t\u0103ng 24% v\u00e0 l\u1ee3i nhu\u1eadn sau thu\u1ebf t\u0103ng 111% so v\u1edbi 2023). C\u00e1c doanh nghi\u1ec7p xu\u1ea5t kh\u1ea9u ph\u00e2n b\u00f3n s\u1ed1 l\u01b0\u1ee3ng l\u1edbn kh\u00e1c, c\u0169ng s\u1ebd h\u01b0\u1edfng l\u1ee3i l\u1edbn do m\u1ee9c thu\u1ebf su\u1ea5t thu\u1ebf xu\u1ea5t kh\u1ea9u \u0111\u1ed1i v\u1edbi ph\u00e2n b\u00f3n DAP, NPK \u0111\u00e3 gi\u1ea3m xu\u1ed1ng 0% t\u1eeb 15\/7\/2023.<\/p>\n

Theo nh\u1eadn \u0111\u1ecbnh c\u1ee7a gi\u1edbi ph\u00e2n t\u00edch, y\u1ebfu t\u1ed1 gi\u00e1 th\u00e0nh v\u00e0 gi\u00e1 b\u00e1n c\u00e1c lo\u1ea1i ph\u00e2n b\u00f3n hi\u1ec7n nay \u1ea3nh h\u01b0\u1edfng nhi\u1ec1u nh\u1ea5t \u0111\u1ebfn k\u1ebft qu\u1ea3 kinh doanh c\u1ee7a c\u00e1c nh\u00f3m doanh nghi\u1ec7p ng\u00e0nh n\u00e0y. V\u00ec th\u1ebf c\u00e1c bi\u1ebfn \u0111\u1ed9ng v\u1ec1 gi\u00e1 ph\u00e2n b\u00f3n th\u1ebf gi\u1edbi, ngu\u1ed3n cung nguy\u00ean li\u1ec7u v\u00e0 c\u00e1c \u0111i\u1ec1u ch\u1ec9nh trong ch\u00ednh s\u00e1ch thu\u1ebf xu\u1ea5t kh\u1ea9u, nh\u1eadp kh\u1ea9u s\u1ebd t\u00e1c \u0111\u1ed9ng m\u1ea1nh \u0111\u1ebfn doanh thu v\u00e0 l\u1ee3i nhu\u1eadn c\u1ee7a doanh nghi\u1ec7p.<\/p>\n

Trong n\u0103m nay, c\u00e1c CTCK nh\u1eadn \u0111\u1ecbnh r\u1eb1ng c\u1ed5 phi\u1ebfu v\u00e0 \u0111\u1ecbnh gi\u00e1 c\u00e1c doanh nghi\u1ec7p ng\u00e0nh ph\u00e2n b\u00f3n, h\u00f3a ch\u1ea5t s\u1ebd \u0111\u01b0\u1ee3c h\u1eadu thu\u1eabn m\u1ea1nh m\u1ebd b\u1edfi l\u1ee3i nhu\u1eadn c\u1ee7a nhi\u1ec1u doanh nghi\u1ec7p t\u0103ng cao \u0111\u1ed9t bi\u1ebfn. Theo l\u1ecbch tr\u00ecnh h\u1ecdp c\u1ee7a Qu\u1ed1c h\u1ed9i, vi\u1ec7c s\u1eeda \u0111\u1ed5i Lu\u1eadt Thu\u1ebf gi\u00e1 tr\u1ecb gia t\u0103ng (GTGT) s\u1ebd \u0111\u01b0\u1ee3c th\u1ea3o lu\u1eadn t\u1ea1i cu\u1ed9c h\u1ecdp th\u1ee9 7 v\u00e0o th\u00e1ng 5\/2024 v\u00e0 c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c b\u1ecf phi\u1ebfu th\u00f4ng qua t\u1ea1i cu\u1ed9c h\u1ecdp th\u1ee9 8 v\u00e0o th\u00e1ng 10\/2024.<\/p>\n

N\u1ebfu Lu\u1eadt n\u00e0y \u0111\u01b0\u1ee3c th\u00f4ng qua, th\u00ec m\u1eb7t h\u00e0ng ph\u00e2n b\u00f3n \u0111\u01b0\u1ee3c ph\u00e2n v\u00e0o nh\u00f3m ch\u1ecbu thu\u1ebf GTGT 5%. \u0110\u1ed3ng ngh\u0129a r\u1eb1ng c\u00e1c doanh nghi\u1ec7p s\u1ebd \u0111\u01b0\u1ee3c \u00e1p d\u1ee5ng ho\u00e0n 7-10% thu\u1ebf \u0111\u1ea7u v\u00e0o. \u0110\u00e2y l\u00e0 \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng \u0111\u00e1ng k\u1ec3 cho c\u00e1c doanh nghi\u1ec7p ph\u00e2n b\u00f3n l\u1edbn.<\/p>\n

Tr\u1ee9ng v\u00e0ng \u1edf \u201cc\u1eeda ng\u00e1ch\u201d h\u00f3a ch\u1ea5t<\/strong><\/p>\n

Kh\u00f4ng ch\u1ec9 c\u00f3 nhi\u1ec1u \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng doanh thu v\u00e0 l\u1ee3i nhu\u1eadn \u1edf m\u1ea3ng s\u1ea3n xu\u1ea5t, xu\u1ea5t kh\u1ea9u ph\u00e2n b\u00f3n, v\u1edbi m\u1ed9t s\u1ed1 t\u1eadp \u0111o\u00e0n l\u1edbn ng\u00e0nh h\u00f3a ch\u1ea5t c\u00f4ng nghi\u1ec7p, ph\u00e2n b\u00f3n nh\u01b0 Vinachem, T\u1eadp \u0111o\u00e0n H\u00f3a ch\u1ea5t \u0110\u1ee9c Giang, trong n\u0103m nay, vi\u1ec7c \u0111\u1ea7u t\u01b0 v\u00e0o s\u1ea3n xu\u1ea5t nguy\u00ean li\u1ec7u cho ng\u00e0nh c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn c\u0169ng \u0111ang \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng l\u00e0 m\u1ea3ng kinh doanh c\u00f3 nhi\u1ec1u h\u1ee9a h\u1eb9n.<\/p>\n

V\u1ec1 ph\u00eda Vinachem, trong n\u0103m nay t\u1eadp \u0111o\u00e0n n\u00e0y t\u1eadp trung kh\u00e1 m\u1ea1nh ngu\u1ed3n l\u1ef1c cho s\u1ea3n xu\u1ea5t m\u1ed9t s\u1ed1 nguy\u00ean li\u1ec7u nh\u01b0 acid phosphoric cho ng\u00e0nh b\u00e1n d\u1eabn, hydro xanh ho\u1eb7c c\u00e1c h\u00f3a ch\u1ea5t c\u01a1 b\u1ea3n ph\u1ee5c v\u1ee5 cho c\u00e1c ng\u00e0nh c\u00f4ng nghi\u1ec7p kh\u00e1c. T\u1eadp \u0111o\u00e0n n\u00e0y c\u0169ng t\u00e1i kh\u1edfi \u0111\u1ed9ng d\u1ef1 \u00e1n mu\u1ed1i m\u1ecf kali t\u1ea1i L\u00e0o nh\u1eb1m ph\u00e1t tri\u1ec3n s\u1ea3n xu\u1ea5t c\u00e1c h\u00f3a ch\u1ea5t nguy\u00ean li\u1ec7u cho ng\u00e0nh \u0111i\u1ec7n t\u1eed, xe \u0111i\u1ec7n.<\/p>\n

\u0110\u1ed1i v\u1edbi T\u1eadp \u0111o\u00e0n H\u00f3a ch\u1ea5t \u0110\u1ee9c Giang, theo gi\u1edbi ph\u00e2n t\u00edch, hi\u1ec7n ph\u1ed1t pho v\u00e0ng (nguy\u00ean li\u1ec7u quan tr\u1ecdng trong vi\u1ec7c s\u1ea3n xu\u1ea5t ra acid photphoric d\u00f9ng trong s\u1ea3n xu\u1ea5t vi m\u1ea1ch \u0111i\u1eb9\u0302n t\u1eed, ch\u1ea5t b\u00e1n d\u1eabn v\u00e0 m\u00e0n h\u00ecnh LCD) \u0111ang l\u00e0 s\u1ea3n ph\u1ea9m ch\u1ee7 l\u1ef1c khi\u1ebfn doanh thu c\u1ee7a doanh nghi\u1ec7p n\u00e0y t\u0103ng tr\u01b0\u1edfng m\u1ea1nh v\u00e0 s\u1ebd ti\u1ebfp t\u1ee5c l\u00e0 ch\u00eca kh\u00f3a n\u1eafm gi\u1eef 50% doanh thu xu\u1ea5t kh\u1ea9u c\u1ee7a t\u1eadp \u0111o\u00e0n n\u00e0y trong c\u00e1c n\u0103m s\u1eafp t\u1edbi.<\/p>\n

VCBS nh\u1eadn \u0111\u1ecbnh, trong n\u0103m nay, gi\u00fap gi\u00e1 ph\u1ed1t pho v\u00e0ng t\u0103ng cao. C\u00e1c th\u1ecb tr\u01b0\u1eddng nh\u1eadp kh\u1ea9u l\u1edbn tr\u00ean th\u1ebf gi\u1edbi Trung Qu\u1ed1c, Nh\u1eadt B\u1ea3n v\u00e0 H\u00e0n Qu\u1ed1c s\u1ebd gia t\u0103ng nh\u1eadp kh\u1ea9u \u0111\u1ec3 ph\u00e1t tri\u1ec3n pin LFP v\u00e0 s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn cho c\u00e1c thi\u1ebft b\u1ecb 5G. V\u00ec th\u1ebf c\u00e1c doanh nghi\u1ec7p \u0111\u1ea7u t\u01b0 m\u1ea1nh lo\u1ea1i h\u00f3a ch\u1ea5t n\u00e0y t\u1ea1i Vi\u1ec7t Nam nh\u01b0 T\u1eadp \u0111o\u00e0n H\u00f3a ch\u1ea5t \u0110\u1ee9c Giang, CTCP Ph\u1ed1t pho Apatit Vi\u1ec7t Nam (PAT) v\u00e0 CTCP DAP – Vinachem (DDV) s\u1ebd l\u00e0 nh\u1eefng doanh nghi\u1ec7p h\u01b0\u1edfng l\u1ee3i l\u1edbn v\u1edbi m\u1ee9c d\u1ef1 b\u00e1o l\u1ee3i nhu\u1eadn r\u00f2ng t\u0103ng tr\u01b0\u1edfng 25-30% so v\u1edbi n\u0103m tr\u01b0\u1edbc.<\/p>\n

V\u1edbi nh\u1eefng di\u1ec5n bi\u1ebfn nh\u01b0 k\u1ec3 tr\u00ean, VCBS nh\u1eadn \u0111\u1ecbnh, trong c\u00e1c qu\u00fd c\u00f2n l\u1ea1i c\u1ee7a n\u0103m 2024, nh\u00f3m c\u1ed5 phi\u1ebfu c\u00e1c doanh nghi\u1ec7p ng\u00e0nh ph\u00e2n b\u00f3n, h\u00f3a ch\u1ea5t c\u00f4ng nghi\u1ec7p s\u1ebd \u0111\u01b0\u1ee3c gi\u1edbi ph\u00e2n t\u00edch khuy\u1ebfn ngh\u1ecb mua v\u00e0 n\u1eafm gi\u1eef. Trong \u0111\u00f3, nh\u00f3m c\u00e1c doanh nghi\u1ec7p s\u1ea3n xu\u1ea5t, xu\u1ea5t kh\u1ea9u ph\u00e2n b\u00f3n, h\u00f3a ch\u1ea5t chi\u1ebfm th\u1ecb ph\u1ea7n l\u1edbn c\u00e1c lo\u1ea1i ph\u00e2n ure, NPK, DAP nh\u01b0 DPM, DCM, BFC, LAS\u2026 c\u00f3 nhi\u1ec1u k\u1ef3 v\u1ecdng t\u0103ng tr\u01b0\u1edfng m\u1ee9c \u0111\u1ecbnh gi\u00e1 cao h\u01a1n m\u1ee9c P\/E giai \u0111o\u1ea1n 2021-2022 l\u00e0 6x nh\u1edd l\u1ee3i nhu\u1eadn t\u0103ng m\u1ea1nh.<\/p>\n

Trong d\u00e0i h\u1ea1n, vi\u1ec7c ng\u00e0nh n\u00f4ng nghi\u1ec7p Vi\u1ec7t Nam chuy\u1ec3n h\u00f3a nhanh t\u1eeb s\u1eed d\u1ee5ng ph\u00e2n b\u00f3n v\u00f4 c\u01a1 ngu\u1ed3n g\u1ed1c h\u00f3a h\u1ecdc sang h\u1eefu c\u01a1 (d\u1ef1 ki\u1ebfn \u0111\u1ea1t 25% v\u00e0o n\u0103m 2025) s\u1ebd l\u00e0 \u0111\u1ed9ng l\u1ef1c gi\u00fap c\u00e1c doanh nghi\u1ec7p ph\u00e2n b\u00f3n tri\u1ec3n khai c\u00e1c chi\u1ebfn l\u01b0\u1ee3c gi\u1ea3m ph\u00e1t th\u1ea3i kh\u00ed carbon, \u0111\u1ea7u t\u01b0 th\u01b0\u01a1ng m\u1ea1i t\u00edn ch\u1ec9 carbon. T\u1eeb \u0111\u00f3 duy tr\u00ec \u0111\u00e0 t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn, \u0111\u1ed3ng th\u1eddi h\u1ed7 tr\u1ee3 t\u0103ng gi\u00e1 c\u1ed5 phi\u1ebfu v\u00e0 m\u1ee9c \u0111\u1ecbnh gi\u00e1 doanh nghi\u1ec7p tr\u00ean th\u1ecb tr\u01b0\u1eddng v\u1ed1n.<\/p>\n

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Ngu\u1ed3n: thoibaonganhang<\/em><\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

2024 s\u1ebd l\u00e0 n\u0103m c\u00e1c doanh nghi\u1ec7p ng\u00e0nh ph\u00e2n b\u00f3n, h\u00f3a ch\u1ea5t c\u00f4ng nghi\u1ec7p c\u00f3 s\u1ef1 b\u1ee9t ph\u00e1 m\u1ea1nh trong doanh thu v\u00e0 l\u1ee3i nhu\u1eadn. Ph\u00e2n b\u00f3n b\u01b0\u1edbc v\u00e0o chu k\u1ef3 m\u1edbi Theo nh\u1eadn \u0111\u1ecbnh c\u1ee7a nhi\u1ec1u CTCK, \u0111\u1ebfn h\u1ebft qu\u00fd I\/2024, s\u1ef1 ph\u1ee5c h\u1ed3i v\u00e0 t\u0103ng tr\u01b0\u1edfng \u0111\u1ed1i v\u1edbi ng\u00e0nh ph\u00e2n b\u00f3n, h\u00f3a ch\u1ea5t… Xem b\u00e0i vi\u1ebft<\/a><\/p>\n","protected":false},"author":2,"featured_media":13850183,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ep_exclude_from_search":false,"footnotes":""},"categories":[2502,2467],"tags":[],"class_list":["post-13850182","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-hoa-chat-cong-nghiep","category-tin-tuc"],"acf":[],"_links":{"self":[{"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/posts\/13850182","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\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/comments?post=13850182"}],"version-history":[{"count":0,"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/posts\/13850182\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/media\/13850183"}],"wp:attachment":[{"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/media?parent=13850182"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/categories?post=13850182"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/tags?post=13850182"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}