{"id":18732,"date":"2025-09-04T17:48:47","date_gmt":"2025-09-04T10:48:47","guid":{"rendered":"https:\/\/masanhightechmaterials.com\/?p=18732"},"modified":"2025-11-27T14:28:00","modified_gmt":"2025-11-27T07:28:00","slug":"gia-vonfram-tang-cao-co-hoi-nao-cho-mang-khoang-san-cua-masan","status":"publish","type":"post","link":"https:\/\/masanhightechmaterials.com\/vi\/gia-vonfram-tang-cao-co-hoi-nao-cho-mang-khoang-san-cua-masan\/","title":{"rendered":"Gi\u00e1 vonfram t\u0103ng cao, c\u01a1 h\u1ed9i n\u00e0o cho m\u1ea3ng kho\u00e1ng s\u1ea3n c\u1ee7a Masan?"},"content":{"rendered":"\n

Trong b\u1ed1i c\u1ea3nh \u0111\u1ecba ch\u00ednh tr\u1ecb v\u00e0 th\u01b0\u01a1ng m\u1ea1i to\u00e0n c\u1ea7u bi\u1ebfn \u0111\u1ed9ng, kho\u00e1ng s\u1ea3n chi\u1ebfn l\u01b0\u1ee3c nh\u01b0 vonfram (tungsten) ng\u00e0y c\u00e0ng kh\u1eb3ng \u0111\u1ecbnh vai tr\u00f2 s\u1ed1ng c\u00f2n \u0111\u1ed1i v\u1edbi c\u00e1c ng\u00e0nh c\u00f4ng ngh\u1ec7 cao.<\/em><\/p>\n\n\n\n

Gi\u00e1 APT, nguy\u00ean li\u1ec7u ch\u00ednh \u0111\u1ec3 s\u1ea3n xu\u1ea5t vonfram, hi\u1ec7n dao \u0111\u1ed9ng quanh 630 USD\/MTU, g\u1ea7n g\u1ea5p \u0111\u00f4i so v\u1edbi m\u1ee9c b\u00ecnh qu\u00e2n \u01b0\u1edbc t\u00ednh c\u1ee7a Masan High-Tech Materials (UpCom: MSR) n\u0103m 2024 (318 USD\/MTU) v\u00e0 cao nh\u1ea5t trong h\u01a1n 13 n\u0103m qua.<\/p>\n\n\n\n

Theo\u00a0ch\u1ee9ng kho\u00e1n\u00a0VietCap, di\u1ec5n bi\u1ebfn n\u00e0y xu\u1ea5t ph\u00e1t t\u1eeb vi\u1ec7c Trung Qu\u1ed1c \u00e1p d\u1ee5ng ki\u1ec3m so\u00e1t xu\u1ea5t kh\u1ea9u t\u1eeb th\u00e1ng 2\/2025, khi\u1ebfn s\u1ea3n l\u01b0\u1ee3ng xu\u1ea5t kh\u1ea9u gi\u1ea3m kho\u1ea3ng 17% t\u00ednh \u0111\u1ebfn th\u00e1ng 7\/2025. Song song, M\u1ef9 \u00e1p thu\u1ebf 25% l\u00ean m\u1ed9t s\u1ed1 s\u1ea3n ph\u1ea9m vonfram c\u1ee7a Trung Qu\u1ed1c v\u00e0 c\u1ea5m B\u1ed9 Qu\u1ed1c ph\u00f2ng mua vonfram t\u1eeb c\u00e1c qu\u1ed1c gia nh\u01b0 Trung Qu\u1ed1c, Nga, Iran, Tri\u1ec1u Ti\u00ean. \u0110i\u1ec1u n\u00e0y bu\u1ed9c\u00a0doanh nghi\u1ec7p\u00a0M\u1ef9, EU, Nh\u1eadt B\u1ea3n ph\u1ea3i t\u00ecm ngu\u1ed3n cung thay th\u1ebf t\u1eeb c\u00e1c n\u01b0\u1edbc kh\u00e1c, trong \u0111\u00f3 c\u00f3 Vi\u1ec7t Nam. Hi\u1ec7n Vi\u1ec7t Nam \u0111\u1ee9ng th\u1ee9 hai th\u1ebf gi\u1edbi v\u1ec1 s\u1ea3n l\u01b0\u1ee3ng vonfram v\u1edbi kho\u1ea3ng 3.400 t\u1ea5n n\u0103m 2024, chi\u1ebfm g\u1ea7n 22% l\u01b0\u1ee3ng nh\u1eadp kh\u1ea9u c\u1ee7a M\u1ef9.<\/p>\n\n\n\n

\u0110\u00f3n \u0111\u1ea7u xu h\u01b0\u1edbng to\u00e0n c\u1ea7u, Masan High-Tech Materials (C\u00f4ng ty th\u00e0nh vi\u00ean c\u1ee7a T\u1eadp \u0111o\u00e0n Masan (HoSE: MSN)) \u0111ang kh\u1eb3ng \u0111\u1ecbnh v\u1ecb th\u1ebf khi v\u1eadn h\u00e0nh m\u1ecf N\u00fai Ph\u00e1o (Th\u00e1i Nguy\u00ean), m\u1ed9t trong nh\u1eefng m\u1ecf vonfram l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi ngo\u00e0i Trung Qu\u1ed1c.<\/p>\n\n\n\n

Trong n\u0103m qua, MSR \u0111\u00e3 c\u00f4ng b\u1ed1 chi\u1ebfn l\u01b0\u1ee3c “Back to Basics\u201d, t\u1eadp trung v\u00e0o vi\u1ec7c t\u1ed1i \u01b0u h\u00f3a ho\u1ea1t \u0111\u1ed9ng, k\u1ef7 lu\u1eadt v\u1ed1n v\u00e0 t\u0103ng tr\u01b0\u1edfng b\u1ec1n v\u1eefng \u0111\u1ec3 \u0111\u1ea3m b\u1ea3o bi\u00ean l\u1ee3i nhu\u1eadn cao t\u1ea1i m\u1ecf v\u00e0 nh\u00e0 m\u00e1y tinh ch\u1ebf. MSR hi\u1ec7n \u0111ang theo \u0111u\u1ed5i cung c\u1ea5p c\u00e1c s\u1ea3n ph\u1ea9m \u0111\u00e1p \u1ee9ng c\u00e1c ti\u00eau chu\u1ea9n k\u1ef9 thu\u1eadt v\u00e0 m\u00f4i tr\u01b0\u1eddng kh\u1eaft khe nh\u1ea5t tr\u00ean to\u00e0n th\u1ebf gi\u1edbi, t\u1ee9c ph\u1ea3i gia t\u0103ng gi\u00e1 tr\u1ecb s\u1ea3n ph\u1ea9m v\u00e0 c\u1ea3 \u0111\u1ea9y m\u1ea1nh ho\u1ea1t \u0111\u1ed9ng t\u00e1i ch\u1ebf vonfram.<\/p>\n\n\n

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B\u00ean trong nh\u00e0 m\u00e1y c\u1ee7a Masan High-Tech Materials<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n

K\u1ebft qu\u1ea3 kinh doanh c\u1ea3i thi\u1ec7n<\/strong><\/p>\n\n\n\n

N\u1eeda \u0111\u1ea7u n\u0103m 2025, MSR ghi nh\u1eadn doanh thu 3.007 t\u1ef7 \u0111\u1ed3ng, t\u0103ng 20% so v\u1edbi c\u00f9ng k\u1ef3. Ri\u00eang qu\u00fd II\/2025, doanh thu \u0111\u1ea1t 1.614 t\u1ef7 \u0111\u1ed3ng, t\u0103ng g\u1ea7n 28% so v\u1edbi c\u00f9ng k\u1ef3; l\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u1ea1t 6 t\u1ef7 \u0111\u1ed3ng, c\u1ea3i thi\u1ec7n h\u01a1n 400 t\u1ef7 \u0111\u1ed3ng so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i. Bi\u00ean EBITDA t\u0103ng m\u1ea1nh l\u00ean 35% trong qu\u00fd II\/2025, so v\u1edbi ch\u1ec9 12% c\u1ee7a c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc.<\/p>\n\n\n\n

C\u00e1c con s\u1ed1 n\u00e0y ph\u1ea3n \u00e1nh r\u00f5 l\u1ee3i th\u1ebf k\u00e9p c\u1ee7a MSR: v\u1eeba \u0111\u01b0\u1ee3c h\u01b0\u1edfng l\u1ee3i t\u1eeb gi\u00e1 b\u00e1n APT, bismuth v\u00e0 fluorspar t\u0103ng cao, v\u1eeba \u0111\u01b0\u1ee3c h\u1ed7 tr\u1ee3 t\u1eeb vi\u1ec7c tho\u00e1i v\u1ed1n H.C. Starck, gi\u00fap gi\u1ea3m \u00e1p l\u1ef1c\u00a0t\u00e0i ch\u00ednh, \u0111\u1ed3ng th\u1eddi t\u00e1i t\u1eadp trung ngu\u1ed3n l\u1ef1c v\u00e0o c\u00e1c s\u1ea3n ph\u1ea9m chi\u1ebfn l\u01b0\u1ee3c.<\/p>\n\n\n\n

Theo \u0111\u00e1nh gi\u00e1 c\u1ee7a Vietcap, Masan High-Tech Materials (MSR) d\u1ef1 ki\u1ebfn s\u1ebd \u0111\u00f3ng g\u00f3p kho\u1ea3ng 6,5% l\u1ee3i nhu\u1eadn ho\u1ea1t \u0111\u1ed9ng c\u1ee7a Masan trong n\u0103m 2025. \u0110\u00e2y l\u00e0 s\u1ef1 chuy\u1ec3n bi\u1ebfn \u0111\u00e1ng ch\u00fa \u00fd n\u1ebfu so v\u1edbi giai \u0111o\u1ea1n tr\u01b0\u1edbc, khi m\u1ea3ng kho\u00e1ng s\u1ea3n t\u1eebng b\u1ecb xem l\u00e0 \u201ckh\u00f4ng c\u1ed1t l\u00f5i\u201d.<\/p>\n\n\n

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Nh\u00e0 m\u00e1y ch\u1ebf bi\u1ebfn kho\u00e1ng s\u1ea3n hi\u1ec7n \u0111\u1ea1i t\u1ea1i m\u1ecf \u0111a kim N\u00fai Ph\u00e1o<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n

\u201cTh\u1eddi c\u01a1 v\u00e0ng\u201d cho ng\u00e0nh kho\u00e1ng s\u1ea3n<\/strong><\/p>\n\n\n\n

Kh\u00f4ng ch\u1ec9 h\u01b0\u1edfng l\u1ee3i t\u1eeb xu h\u01b0\u1edbng to\u00e0n c\u1ea7u, MSR c\u00f2n \u0111\u1ee9ng tr\u01b0\u1edbc c\u01a1 h\u1ed9i l\u1edbn t\u1eeb ch\u00ednh s\u00e1ch trong n\u01b0\u1edbc. N\u0103m 2023, Ch\u00ednh ph\u1ee7 \u0111\u00e3 ph\u00ea duy\u1ec7t Quy ho\u1ea1ch t\u1ed5ng th\u1ec3 kho\u00e1ng s\u1ea3n \u0111\u1ebfn 2030, t\u1ea7m nh\u00ecn 2050, \u01b0u ti\u00ean khai th\u00e1c b\u1ec1n v\u1eefng v\u00e0 ch\u1ebf bi\u1ebfn s\u00e2u thay v\u00ec xu\u1ea5t kh\u1ea9u th\u00f4. Song song, Lu\u1eadt \u0110\u1ecba ch\u1ea5t v\u00e0 Kho\u00e1ng s\u1ea3n s\u1eeda \u0111\u1ed5i (c\u00f3 hi\u1ec7u l\u1ef1c t\u1eeb 1\/7\/2025) \u0111\u1eb7t m\u1ee5c ti\u00eau t\u0103ng minh b\u1ea1ch, n\u00e2ng cao hi\u1ec7u qu\u1ea3 qu\u1ea3n l\u00fd v\u00e0 khuy\u1ebfn kh\u00edch c\u00e1c doanh nghi\u1ec7p c\u00f3 n\u0103ng l\u1ef1c tham gia s\u00e2u h\u01a1n v\u00e0o chu\u1ed7i cung \u1ee9ng to\u00e0n c\u1ea7u.<\/p>\n\n\n\n

Trong b\u1ed1i c\u1ea3nh n\u00e0y, v\u1edbi l\u1ee3i th\u1ebf m\u1ecf N\u00fai Ph\u00e1o v\u00e0 \u0111\u1ecbnh h\u01b0\u1edbng \u201cBack to Basics\u201d, MSR \u0111\u01b0\u1ee3c xem l\u00e0 doanh nghi\u1ec7p Vi\u1ec7t Nam c\u00f3 kh\u1ea3 n\u0103ng t\u1eadn d\u1ee5ng t\u1ed1t nh\u1ea5t c\u01a1 h\u1ed9i \u0111\u1ec3 v\u01b0\u01a1n l\u00ean trong chu\u1ed7i cung \u1ee9ng to\u00e0n c\u1ea7u.<\/p>\n\n\n

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Nh\u00e0 m\u00e1y c\u1ee7a Masan High-Tech Materials<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n

B\u00ean c\u1ea1nh \u0111\u00f3, trong k\u1ef7 nguy\u00ean c\u00f4ng ngh\u1ec7 xanh, nhu c\u1ea7u v\u1ec1 c\u00e1c kho\u00e1ng s\u1ea3n chi\u1ebfn l\u01b0\u1ee3c \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o s\u1ebd ti\u1ebfp t\u1ee5c m\u1edf r\u1ed9ng, m\u1edf ra nhi\u1ec1u c\u01a1 h\u1ed9i cho MSR. Doanh nghi\u1ec7p c\u00f3 th\u1ec3 kh\u1eb3ng \u0111\u1ecbnh v\u1ecb th\u1ebf trong chu\u1ed7i cung \u1ee9ng to\u00e0n c\u1ea7u khi tr\u1edf th\u00e0nh nh\u00e0 cung c\u1ea5p thay th\u1ebf \u0111\u00e1ng tin c\u1eady ngo\u00e0i Trung Qu\u1ed1c, \u0111\u1ed3ng th\u1eddi h\u01b0\u1edbng \u0111\u1ebfn t\u0103ng tr\u01b0\u1edfng b\u1ec1n v\u1eefng th\u00f4ng qua vi\u1ec7c \u0111\u1ea9y m\u1ea1nh c\u00e1c s\u1ea3n ph\u1ea9m gi\u00e1 tr\u1ecb gia t\u0103ng, n\u00e2ng cao hi\u1ec7u qu\u1ea3 v\u1eadn h\u00e0nh v\u00e0 m\u1edf r\u1ed9ng ho\u1ea1t \u0111\u1ed9ng t\u00e1i ch\u1ebf. Quan tr\u1ecdng h\u01a1n, MSR kh\u00f4ng ch\u1ec9 \u0111\u00f3ng g\u00f3p t\u00edch c\u1ef1c v\u00e0o l\u1ee3i nhu\u1eadn h\u1ee3p nh\u1ea5t c\u1ee7a T\u1eadp \u0111o\u00e0n Masan, m\u00e0 c\u00f2n g\u00f3p ph\u1ea7n n\u00e2ng cao v\u1ecb th\u1ebf c\u1ee7a Vi\u1ec7t Nam tr\u00ean b\u1ea3n \u0111\u1ed3 kho\u00e1ng s\u1ea3n c\u00f4ng ngh\u1ec7 cao to\u00e0n c\u1ea7u.<\/p>\n\n\n\n

D\u00f9 v\u1eady, MSR c\u0169ng c\u1ea7n duy tr\u00ec k\u1ef7 lu\u1eadt v\u1ed1n, t\u1ed1i \u01b0u chi ph\u00ed v\u00e0 qu\u1ea3n l\u00fd r\u1ee7i ro th\u1ecb tr\u01b0\u1eddng, b\u1edfi gi\u00e1 h\u00e0ng h\u00f3a lu\u00f4n bi\u1ebfn \u0111\u1ed9ng v\u00e0 c\u00e1c y\u00eau c\u1ea7u v\u1ec1 m\u00f4i tr\u01b0\u1eddng ng\u00e0y c\u00e0ng kh\u1eaft khe. \u0110\u00e2y s\u1ebd l\u00e0 y\u1ebfu t\u1ed1 then ch\u1ed1t \u0111\u1ec3 doanh nghi\u1ec7p v\u1eeba t\u1eadn d\u1ee5ng th\u1eddi c\u01a1, v\u1eeba \u0111\u1ea3m b\u1ea3o t\u0103ng tr\u01b0\u1edfng b\u1ec1n v\u1eefng.<\/p>\n\n\n\n

S\u1ef1 b\u00f9ng n\u1ed5 nhu c\u1ea7u trong c\u00e1c ng\u00e0nh c\u00f4ng ngh\u1ec7 cao, c\u00f9ng s\u1ef1 th\u1eaft ch\u1eb7t ngu\u1ed3n cung to\u00e0n c\u1ea7u, \u0111ang t\u1ea1o ra \u201cth\u1eddi c\u01a1 v\u00e0ng\u201d cho Masan High-Tech Materials. V\u1edbi l\u1ee3i th\u1ebf m\u1ecf N\u00fai Ph\u00e1o, chi\u1ebfn l\u01b0\u1ee3c v\u1eadn h\u00e0nh b\u00e0i b\u1ea3n, MSR \u0111ang b\u01b0\u1edbc v\u00e0o giai \u0111o\u1ea1n t\u0103ng tr\u01b0\u1edfng m\u1edbi.<\/p>\n\n\n\n

Ngu\u1ed3n: B\u00e1o \u0110\u1ea7u t\u01b0<\/a><\/em><\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Trong b\u1ed1i c\u1ea3nh \u0111\u1ecba ch\u00ednh tr\u1ecb v\u00e0 th\u01b0\u01a1ng m\u1ea1i to\u00e0n c\u1ea7u bi\u1ebfn \u0111\u1ed9ng, kho\u00e1ng s\u1ea3n chi\u1ebfn l\u01b0\u1ee3c nh\u01b0 vonfram (tungsten) ng\u00e0y c\u00e0ng kh\u1eb3ng \u0111\u1ecbnh vai tr\u00f2 s\u1ed1ng c\u00f2n \u0111\u1ed1i v\u1edbi c\u00e1c ng\u00e0nh c\u00f4ng ngh\u1ec7 cao. Gi\u00e1 APT, nguy\u00ean li\u1ec7u ch\u00ednh \u0111\u1ec3 s\u1ea3n xu\u1ea5t vonfram, hi\u1ec7n dao \u0111\u1ed9ng quanh 630 USD\/MTU, g\u1ea7n g\u1ea5p \u0111\u00f4i so v\u1edbi […]<\/p>\n","protected":false},"author":37,"featured_media":18744,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[],"tags":[1078,245,359,373,904,933,1057,1066,1069,154],"class_list":["post-18732","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","tag-khoang-san-masan","tag-cong-ty-nui-phao","tag-khai-thac-khoang-san","tag-vonfram-2","tag-msr","tag-masan-2","tag-masan-high-tech-2","tag-mining-business-2","tag-vietnam-tungsten-2","tag-khai-khoang-thai-nguyen"],"acf":[],"jetpack_featured_media_url":"https:\/\/masanhightechmaterials.com\/wp-content\/uploads\/2025\/09\/Nha-may-che-bien-khoang-san-hien-dai-tai-mo-da-kim-Nui-Phao_1-2-1.jpg","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/18732","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/users\/37"}],"replies":[{"embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/comments?post=18732"}],"version-history":[{"count":5,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/18732\/revisions"}],"predecessor-version":[{"id":18745,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/18732\/revisions\/18745"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/media\/18744"}],"wp:attachment":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/media?parent=18732"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/categories?post=18732"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/tags?post=18732"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}