{"id":13901020,"date":"2024-10-28T07:23:25","date_gmt":"2024-10-28T07:23:25","guid":{"rendered":"https:\/\/yp.vn\/?p=13901020"},"modified":"2024-10-28T07:34:01","modified_gmt":"2024-10-28T07:34:01","slug":"gia-thep-cong-nghiep-phuc-hoi-tu-quy-iv-nho-thep-trung-quoc","status":"publish","type":"post","link":"https:\/\/yp.com.vn\/gia-thep-cong-nghiep-phuc-hoi-tu-quy-iv-nho-thep-trung-quoc\/","title":{"rendered":"Gi\u00e1 th\u00e9p c\u00f4ng nghi\u1ec7p s\u1ebd ph\u1ee5c h\u1ed3i t\u1eeb qu\u00fd IV nh\u1edd \u00e1p l\u1ef1c t\u1eeb th\u00e9p Trung Qu\u1ed1c gi\u1ea3m"},"content":{"rendered":"
Theo d\u1ef1 b\u00e1o c\u1ee7a MBS, gi\u00e1 th\u00e9p c\u00f4ng nghi\u1ec7p<\/a> x\u00e2y d\u1ef1ng v\u00e0 HRC t\u1ea1i Vi\u1ec7t Nam s\u1ebd c\u00f3 s\u1ef1 ph\u1ee5c h\u1ed3i t\u00edch c\u1ef1c t\u1eeb qu\u00fd IV\/2024 khi \u00e1p l\u1ef1c t\u1eeb th\u1ecb tr\u01b0\u1eddng Trung Qu\u1ed1c d\u1ea7n suy gi\u1ea3m. Theo \u0111\u00f3, gi\u00e1 th\u00e9p c\u00f4ng nghi\u1ec7p<\/a> x\u00e2y d\u1ef1ng d\u1ef1 ki\u1ebfn s\u1ebd \u0111\u1ea1t trung b\u00ecnh 571 USD\/t\u1ea5n, t\u0103ng 4% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc, trong khi gi\u00e1 HRC c\u00f3 th\u1ec3 gi\u1ea3m 7% xu\u1ed1ng c\u00f2n 556 USD\/t\u1ea5n do \u1ea3nh h\u01b0\u1edfng t\u1eeb ngu\u1ed3n cung th\u00e9p Trung Qu\u1ed1c trong n\u1eeda \u0111\u1ea7u n\u0103m 2024.<\/strong><\/div>\n
\n

Theo b\u00e1o c\u00e1o m\u1edbi \u0111\u00e2y c\u1ee7a C\u00f4ng ty CP Ch\u1ee9ng kho\u00e1n MB (MBS), trong 8 th\u00e1ng \u0111\u1ea7u n\u0103m 2024, gi\u00e1 th\u00e9p x\u00e2y d\u1ef1ng v\u00e0 HRC (th\u00e9p c\u00e1n n\u00f3ng) t\u1ea1i Vi\u1ec7t Nam l\u1ea7n l\u01b0\u1ee3t gi\u1ea3m 32% v\u00e0 28% so v\u1edbi c\u00f9ng k\u1ef3 do nhu c\u1ea7u y\u1ebfu, xu\u1ea5t ph\u00e1t t\u1eeb cu\u1ed9c kh\u1ee7ng ho\u1ea3ng b\u1ea5t \u0111\u1ed9ng s\u1ea3n t\u1ea1i Trung Qu\u1ed1c. \u0110i\u1ec1u n\u00e0y d\u1eabn \u0111\u1ebfn s\u1ef1 suy gi\u1ea3m m\u1ea1nh m\u1ebd trong ti\u00eau th\u1ee5 th\u00e9p, g\u00e2y \u00e1p l\u1ef1c l\u00ean gi\u00e1 c\u1ea3.<\/p>\n

Gi\u00e1 th\u00e9p c\u00f4ng nghi\u1ec7p s\u1ebd d\u1ea7n d\u1ea7n ph\u1ee5c h\u1ed3i t\u1ed1t t\u1eeb qu\u00fd 4\/2024 nh\u1edd ngu\u1ed3n cung th\u1eaft ch\u1eb7t<\/h3>\n

Tuy nhi\u00ean, c\u00e1c chuy\u00ean gia t\u1ea1i MBS d\u1ef1 b\u00e1o, gi\u00e1 th\u00e9p c\u00f4ng nghi\u1ec7p<\/a><\/strong> t\u1ea1i Trung Qu\u1ed1c c\u00f3 th\u1ec3 ph\u1ee5c h\u1ed3i t\u1eeb qu\u00fd IV\/2024 nh\u1edd ngu\u1ed3n cung th\u1eaft ch\u1eb7t. Theo \u0111\u00f3, Ch\u00ednh ph\u1ee7 Trung Qu\u1ed1c \u0111ang h\u1ea1n ch\u1ebf c\u1ea5p ph\u00e9p cho c\u00e1c l\u00f2 luy\u1ec7n th\u00e9p s\u1eed d\u1ee5ng than \u0111\u1ec3 b\u1ea3o v\u1ec7 m\u00f4i tr\u01b0\u1eddng, t\u1eeb \u0111\u00f3 gi\u1ea3m ngu\u1ed3n cung. \u0110\u1eb7c bi\u1ec7t, m\u1ed9t s\u1ed1 nh\u00e0 s\u1ea3n xu\u1ea5t th\u00e9p t\u1ea1i H\u00e0 B\u1eafc v\u00e0 Giang T\u00f4 \u0111\u00e3 gi\u1ea3m c\u00f4ng su\u1ea5t t\u1eeb 78% n\u0103m 2023 xu\u1ed1ng c\u00f2n 72% v\u00e0o th\u00e1ng 9\/2024, khi\u1ebfn s\u1ea3n l\u01b0\u1ee3ng th\u00e9p Trung Qu\u1ed1c gi\u1ea3m 10% so v\u1edbi c\u00f9ng k\u1ef3.<\/p>\n

\"th\u00e9p

s\u1ea3n l\u01b0\u1ee3ng b\u00e1n th\u00e9p c\u00e1c c\u00f4ng ty c\u00f9ng k\u1ef3 qu\u00fd 4 n\u0103m ngo\u00e1i 2023<\/p><\/div>\n<\/div>\n

V\u1ec1 ph\u00eda nhu c\u1ea7u, nhi\u1ec1u th\u00e0nh ph\u1ed1 l\u1edbn t\u1ea1i Trung Qu\u1ed1c nh\u01b0 Th\u01b0\u1ee3ng H\u1ea3i v\u00e0 Giang T\u00f4 c\u00f3 k\u1ebf ho\u1ea1ch t\u00e1i thi\u1ebft c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng, l\u00e0m t\u0103ng ti\u00eau th\u1ee5 th\u00e9p trong ng\u1eafn h\u1ea1n. \u0110i\u1ec1u n\u00e0y gi\u00fap thu h\u1eb9p ch\u00eanh l\u1ec7ch v\u00e0 gi\u1ea3m l\u1ee3i th\u1ebf v\u1ec1 gi\u00e1 c\u1ee7a th\u00e9p nh\u1eadp kh\u1ea9u t\u1eeb Trung Qu\u1ed1c.<\/p>\n

Nhu c\u1ea7u th\u00e9p c\u00f4ng nghi\u1ec7p<\/strong> x\u00e2y d\u1ef1ng \u0111\u00e3 t\u0103ng 25% trong 8 th\u00e1ng \u0111\u1ea7u n\u0103m 2024<\/h3>\n

T\u1ea1i Vi\u1ec7t Nam, nhu c\u1ea7u th\u00e9p c\u00f4ng nghi\u1ec7p<\/strong><\/a> x\u00e2y d\u1ef1ng \u0111\u00e3 t\u0103ng 25% trong 8 th\u00e1ng \u0111\u1ea7u n\u0103m 2024 nh\u1edd v\u00e0o s\u1ef1 ph\u1ee5c h\u1ed3i c\u1ee7a th\u1ecb tr\u01b0\u1eddng b\u1ea5t \u0111\u1ed9ng s\u1ea3n v\u00e0 \u0111\u1ea9y m\u1ea1nh gi\u1ea3i ng\u00e2n \u0111\u1ea7u t\u01b0 c\u00f4ng. D\u1ef1 b\u00e1o t\u1eeb qu\u00fd IV\/2024, gi\u00e1 th\u00e9p x\u00e2y d\u1ef1ng n\u1ed9i \u0111\u1ecba c\u00f3 th\u1ec3 ph\u1ee5c h\u1ed3i 5% so v\u1edbi m\u1ee9c \u0111\u00e1y v\u00e0o th\u00e1ng 8, v\u1edbi m\u1ee9c trung b\u00ecnh \u0111\u1ea1t kho\u1ea3ng 571 USD\/t\u1ea5n (+4% so v\u1edbi c\u00f9ng k\u1ef3).<\/p>\n

S\u1ef1 ph\u1ee5c h\u1ed3i n\u00e0y ph\u1ea7n n\u00e0o \u0111\u1ebfn t\u1eeb vi\u1ec7c gi\u00e1 th\u00e9p Trung Qu\u1ed1c \u0111ang c\u00f3 xu h\u01b0\u1edbng t\u0103ng nh\u1eb9 sau giai \u0111o\u1ea1n gi\u1ea3m s\u00e2u.<\/p>\n

Minh ch\u1ee9ng cho th\u1ea5y, trong th\u00e1ng 9 n\u00e0y, gi\u00e1 th\u00e9p x\u00e2y d\u1ef1ng Trung Qu\u1ed1c \u0111\u00e3 t\u0103ng 4% so v\u1edbi m\u1ee9c \u0111\u00e1y v\u00e0o th\u00e1ng 8, ch\u1ee7 y\u1ebfu nh\u1edd vi\u1ec7c gi\u1ea3m s\u1ea3n l\u01b0\u1ee3ng v\u00e0 c\u01a1n b\u00e3o Benica \u0111\u00e3 ph\u00e1 h\u1ee7y m\u1ed9t s\u1ed1 c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng, t\u1ea1o \u0111\u1ed9ng l\u1ef1c cho nhu c\u1ea7u t\u00e1i thi\u1ebft trong ng\u1eafn h\u1ea1n. Tuy nhi\u00ean, v\u1ec1 d\u00e0i h\u1ea1n, kh\u1ee7ng ho\u1ea3ng b\u1ea5t \u0111\u1ed9ng s\u1ea3n v\u1eabn l\u00e0 y\u1ebfu t\u1ed1 h\u1ea1n ch\u1ebf \u0111\u00e0 ph\u1ee5c h\u1ed3i m\u1ea1nh m\u1ebd c\u1ee7a th\u00e9p Trung Qu\u1ed1c.<\/p>\n

Ng\u01b0\u1ee3c l\u1ea1i, t\u1ea1i Vi\u1ec7t Nam, tri\u1ec3n v\u1ecdng gi\u00e1 th\u00e9p ph\u1ee5 thu\u1ed9c nhi\u1ec1u v\u00e0o s\u1ef1 ph\u1ee5c h\u1ed3i c\u1ee7a th\u1ecb tr\u01b0\u1eddng b\u1ea5t \u0111\u1ed9ng s\u1ea3n v\u00e0 t\u0103ng tr\u01b0\u1edfng \u0111\u1ea7u t\u01b0 c\u00f4ng. Theo CBRE, ngu\u1ed3n cung c\u0103n h\u1ed9 t\u1ea1i H\u00e0 N\u1ed9i v\u00e0 TP.H\u1ed3 Ch\u00ed Minh s\u1ebd t\u0103ng l\u1ea7n l\u01b0\u1ee3t 30% v\u00e0 20% so v\u1edbi c\u00f9ng k\u1ef3, c\u00f9ng v\u1edbi k\u1ebf ho\u1ea1ch gi\u1ea3i ng\u00e2n \u0111\u1ea7u t\u01b0 c\u00f4ng t\u0103ng 12% so v\u1edbi n\u0103m tr\u01b0\u1edbc, t\u1ea1o \u0111i\u1ec1u ki\u1ec7n thu\u1eadn l\u1ee3i cho th\u1ecb tr\u01b0\u1eddng th\u00e9p x\u00e2y d\u1ef1ng.<\/p>\n

C\u00e1c chuy\u00ean gia t\u1eeb MBS d\u1ef1 b\u00e1o, gi\u00e1 th\u00e9p c\u00f4ng nghi\u1ec7p<\/strong><\/a> x\u00e2y d\u1ef1ng v\u00e0 HRC s\u1ebd c\u00f3 s\u1ef1 ph\u1ee5c h\u1ed3i t\u00edch c\u1ef1c t\u1eeb qu\u00fd IV\/2024, v\u1edbi m\u1ee9c t\u0103ng l\u1ea7n l\u01b0\u1ee3t 7% v\u00e0 6% v\u00e0o n\u0103m 2025, \u0111\u1ea1t m\u1ee9c trung b\u00ecnh 611 USD\/t\u1ea5n v\u00e0 590 USD\/t\u1ea5n. Trong giai \u0111o\u1ea1n 2025-2026, gi\u00e1 th\u00e9p x\u00e2y d\u1ef1ng v\u00e0 HRC c\u00f3 th\u1ec3 ti\u1ebfp t\u1ee5c t\u0103ng th\u00eam 7-8% m\u1ed7i n\u0103m.<\/p>\n

\"th\u00e9p

gi\u00e1 th\u00e9p c\u00f4ng nghi\u1ec7p x\u00e2y d\u1ef1ng v\u00e0 HRC s\u1ebd c\u00f3 s\u1ef1 ph\u1ee5c h\u1ed3i t\u00edch c\u1ef1c t\u1eeb qu\u00fd IV\/2024<\/p><\/div>\n

Tr\u00ean th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n, sau th\u00f4ng b\u00e1o c\u1ee7a Ng\u00e2n h\u00e0ng Nh\u00e2n d\u00e2n Trung Qu\u1ed1c (PBOC) ng\u00e0y 25\/9 v\u1ec1 vi\u1ec7c c\u1eaft gi\u1ea3m l\u00e3i su\u1ea5t cho vay trung h\u1ea1n t\u1eeb 2,3% xu\u1ed1ng 2% \u0111\u1ed1i v\u1edbi kho\u1ea3n vay tr\u1ecb gi\u00e1 300 t\u1ef7 Nh\u00e2n d\u00e2n t\u1ec7 (t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 42,66 t\u1ef7 USD) cho c\u00e1c t\u1ed5 ch\u1ee9c t\u00e0i ch\u00ednh, c\u1ed5 phi\u1ebfu ng\u00e0nh th\u00e9p n\u1ed9i \u0111\u1ecba \u0111\u00e3 ch\u1ee9ng ki\u1ebfn s\u1ef1 b\u1ee9t ph\u00e1 \u1ea5n t\u01b0\u1ee3ng.<\/p>\n

D\u00f2ng ti\u1ec1n l\u1edbn \u0111\u1ed5 v\u00e0o th\u1ecb tr\u01b0\u1eddng \u0111\u00e3 \u0111\u1ea9y gi\u00e1 c\u1ed5 phi\u1ebfu ng\u00e0nh th\u00e9p c\u00f4ng nghi\u1ec7p t\u0103ng v\u1ecdt. \u0110i\u1ec3n h\u00ecnh l\u00e0 HPG t\u0103ng 1,55%, HSG v\u00e0 NKG c\u0169ng ghi nh\u1eadn m\u1ee9c t\u0103ng t\u01b0\u01a1ng \u1ee9ng 2,98% v\u00e0 2,61%. C\u00e1c m\u00e3 kh\u00e1c nh\u01b0 TIS (+8,96%), TVN (+3,45%) v\u00e0 SMC (+47%) c\u0169ng ti\u1ebfp t\u1ee5c \u0111\u00e0 t\u0103ng m\u1ea1nh m\u1ebd.<\/p>\n

\u0110\u00e1ng ch\u00fa \u00fd, c\u1ed5 phi\u1ebfu th\u00e9p c\u00f4ng nghi\u1ec7p c\u0169ng n\u1eb1m trong nh\u00f3m c\u00e1c c\u1ed5 phi\u1ebfu gi\u00fap duy tr\u00ec s\u1eafc xanh cho VN-Index trong nh\u1eefng phi\u00ean giao d\u1ecbch t\u1eeb ng\u00e0y 25\/9 \u0111\u1ebfn s\u00e1ng ng\u00e0y 27\/9 khi nh\u00f3m c\u1ed5 phi\u1ebfu ng\u00e0nh th\u00e9p v\u1eabn ghi nh\u1eadn \u0111\u00e0 t\u0103ng kh\u00e1 t\u00edch c\u1ef1c gi\u00fap s\u1ed1 m\u00e3 t\u0103ng tr\u00ean th\u1ecb tr\u01b0\u1eddng chi\u1ebfm \u00e1p \u0111\u1ea3o so v\u1edbi c\u00e1c m\u00e3 gi\u1ea3m.<\/p>\n","protected":false},"excerpt":{"rendered":"

Theo d\u1ef1 b\u00e1o c\u1ee7a MBS, gi\u00e1 th\u00e9p c\u00f4ng nghi\u1ec7p x\u00e2y d\u1ef1ng v\u00e0 HRC t\u1ea1i Vi\u1ec7t Nam s\u1ebd c\u00f3 s\u1ef1 ph\u1ee5c h\u1ed3i t\u00edch c\u1ef1c t\u1eeb qu\u00fd IV\/2024 khi \u00e1p l\u1ef1c t\u1eeb th\u1ecb tr\u01b0\u1eddng Trung Qu\u1ed1c d\u1ea7n suy gi\u1ea3m. Theo \u0111\u00f3, gi\u00e1 th\u00e9p c\u00f4ng nghi\u1ec7p x\u00e2y d\u1ef1ng d\u1ef1 ki\u1ebfn s\u1ebd \u0111\u1ea1t trung b\u00ecnh 571 USD\/t\u1ea5n, t\u0103ng 4%… Xem b\u00e0i vi\u1ebft<\/a><\/p>\n","protected":false},"author":3,"featured_media":13901023,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ep_exclude_from_search":false,"footnotes":""},"categories":[2571],"tags":[],"class_list":["post-13901020","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-thep-cong-nghiep"],"acf":[],"_links":{"self":[{"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/posts\/13901020","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=13901020"}],"version-history":[{"count":3,"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/posts\/13901020\/revisions"}],"predecessor-version":[{"id":13901026,"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/posts\/13901020\/revisions\/13901026"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/media\/13901023"}],"wp:attachment":[{"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/media?parent=13901020"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/categories?post=13901020"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/yp.com.vn\/KmOMlj66m\/wp\/v2\/tags?post=13901020"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}