{"id":21233,"date":"2026-03-29T22:42:23","date_gmt":"2026-03-29T15:42:23","guid":{"rendered":"https:\/\/masanhightechmaterials.com\/?p=21233"},"modified":"2026-05-07T14:04:57","modified_gmt":"2026-05-07T07:04:57","slug":"co-phieu-msr-trong-tam-diem-radar-loi-nhuan-khoi-sac-cu-hich-chuyen-san-hose-don-song-vonfram","status":"publish","type":"post","link":"https:\/\/masanhightechmaterials.com\/vi\/co-phieu-msr-trong-tam-diem-radar-loi-nhuan-khoi-sac-cu-hich-chuyen-san-hose-don-song-vonfram\/","title":{"rendered":"C\u1ed5 phi\u1ebfu MSR trong t\u00e2m \u0111i\u1ec3m \u201cradar\u201d: L\u1ee3i nhu\u1eadn kh\u1edfi s\u1eafc, c\u00fa h\u00edch chuy\u1ec3n s\u00e0n HOSE \u0111\u00f3n s\u00f3ng vonfram"},"content":{"rendered":"\n

C\u1ed5 phi\u1ebfu c\u1ee7a Masan High-Tech Materials (UPCoM: MSR) \u0111ang thu h\u00fat s\u1ef1 ch\u00fa \u00fd m\u1ea1nh m\u1ebd c\u1ee7a th\u1ecb tr\u01b0\u1eddng khi h\u1ed9i t\u1ee5 \u0111\u1ed3ng th\u1eddi nhi\u1ec1u y\u1ebfu t\u1ed1 h\u1ed7 tr\u1ee3 t\u1eeb chu k\u1ef3 t\u0103ng gi\u00e1 kim lo\u1ea1i, k\u1ebft qu\u1ea3 kinh doanh \u0111\u1ea3o chi\u1ec1u, v\u00e0 chi\u1ebfn l\u01b0\u1ee3c n\u00e2ng h\u1ea1ng ni\u00eam y\u1ebft.<\/em><\/p>\n\n\n\n

B\u01b0\u1edbc ngo\u1eb7t l\u1ee3i nhu\u1eadn g\u1eafn v\u1edbi chu k\u1ef3 t\u0103ng gi\u00e1 vonfram<\/strong><\/p>\n\n\n\n

N\u0103m 2025 \u0111\u00e1nh d\u1ea5u b\u01b0\u1edbc ngo\u1eb7t quan tr\u1ecdng khi doanh nghi\u1ec7p ch\u00ednh th\u1ee9c quay tr\u1edf l\u1ea1i qu\u1ef9 \u0111\u1ea1o l\u1ee3i nhu\u1eadn sau hai n\u0103m b\u00e1o l\u1ed7. MSR ghi nh\u1eadn doanh thu n\u0103m 2025 \u0111\u1ea1t 7.443 t\u1ef7 \u0111\u1ed3ng, t\u0103ng 19% so v\u1edbi 2024, l\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u1ea1t 11 t\u1ef7 \u0111\u1ed3ng, \u0111\u1ea3o chi\u1ec1u so v\u1edbi m\u1ee9c l\u1ed7 tr\u01b0\u1edbc \u0111\u00f3. \u0110\u00e1ng ch\u00fa \u00fd, ri\u00eang qu\u00fd IV\/2025, l\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u1ea1t 222 t\u1ef7 \u0111\u1ed3ng, cho th\u1ea5y \u0111\u00e0 ph\u1ee5c h\u1ed3i \u0111ang di\u1ec5n ra r\u00f5 r\u1ec7t theo t\u1eebng qu\u00fd, thay v\u00ec ch\u1ec9 mang t\u00ednh k\u1ef9 thu\u1eadt.<\/p>\n\n\n\n

\u0110i\u1ec3m \u0111\u00e1ng ch\u00fa \u00fd l\u00e0 s\u1ef1 ph\u1ee5c h\u1ed3i n\u00e0y kh\u00f4ng \u0111\u1ebfn t\u1eeb y\u1ebfu t\u1ed1 ng\u1eafn h\u1ea1n, m\u00e0 g\u1eafn ch\u1eb7t v\u1edbi di\u1ec5n bi\u1ebfn c\u1ee7a th\u1ecb tr\u01b0\u1eddng vonfram to\u00e0n c\u1ea7u. Gi\u00e1 APT \u2013 ch\u1ec9 b\u00e1o quan tr\u1ecdng c\u1ee7a ng\u00e0nh \u2013 \u0111\u00e3 t\u0103ng m\u1ea1nh l\u00ean v\u00f9ng 2.500\u20132.800 USD\/mtu trong giai \u0111o\u1ea1n \u0111\u1ea7u n\u0103m 2026, sau khi duy tr\u00ec quanh ng\u01b0\u1ee1ng g\u1ea7n 2.000 USD\/mtu tr\u01b0\u1edbc \u0111\u00f3.<\/p>\n\n\n

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Ngu\u1ed3n: ChinaTungsten News<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n

Di\u1ec5n bi\u1ebfn n\u00e0y ph\u1ea3n \u00e1nh s\u1ef1 thay \u0111\u1ed5i mang t\u00ednh c\u1ea5u tr\u00fac c\u1ee7a th\u1ecb tr\u01b0\u1eddng. Ngu\u1ed3n cung truy\u1ec1n th\u1ed1ng b\u1ecb si\u1ebft ch\u1eb7t trong khi nhu c\u1ea7u b\u00f9ng n\u1ed5 t\u1eeb c\u00e1c l\u0129nh v\u1ef1c c\u00f4ng ngh\u1ec7 cao, qu\u1ed1c ph\u00f2ng v\u00e0 n\u0103ng l\u01b0\u1ee3ng. C\u00e1c n\u1ec1n kinh t\u1ebf l\u1edbn \u0111ang \u0111\u1ea9y m\u1ea1nh t\u00ecm ki\u1ebfm ngu\u1ed3n thay th\u1ebf, qua \u0111\u00f3 t\u1ea1o ra l\u1ee3i th\u1ebf \u0111\u00e1ng k\u1ec3 cho c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ngo\u00e0i Trung Qu\u1ed1c.<\/p>\n\n\n\n

\u0110\u00e2y ch\u00ednh l\u00e0 \u0111i\u1ec3m m\u1ea5u ch\u1ed1t gi\u00fap MSR \u0111\u01b0\u1ee3c th\u1ecb tr\u01b0\u1eddng \u201c\u0111\u1ecbnh gi\u00e1 l\u1ea1i\u201d, khi doanh nghi\u1ec7p s\u1edf h\u1eefu m\u1ecf N\u00fai Ph\u00e1o \u2013 m\u1ed9t trong nh\u1eefng m\u1ecf vonfram l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi ngo\u00e0i Trung Qu\u1ed1c \u2013 \u0111ang n\u1ed5i l\u00ean nh\u01b0 m\u1ed9t m\u1eaft x\u00edch quan tr\u1ecdng trong chu\u1ed7i cung \u1ee9ng to\u00e0n c\u1ea7u, v\u1edbi kh\u1ea3 n\u0103ng cung c\u1ea5p \u1ed5n \u0111\u1ecbnh v\u00e0 tham gia s\u00e2u v\u00e0o chu\u1ed7i gi\u00e1 tr\u1ecb.<\/p>\n\n\n

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K\u1ef3 v\u1ecdng 2026: t\u0103ng tr\u01b0\u1edfng b\u1ee9t ph\u00e1 v\u00e0 thi\u1ebft l\u1eadp k\u1ef7 l\u1ee5c m\u1edbi<\/strong><\/strong><\/p>\n\n\n\n

Tr\u00ean n\u1ec1n t\u1ea3ng th\u1ecb tr\u01b0\u1eddng thu\u1eadn l\u1ee3i, k\u1ebf ho\u1ea1ch kinh doanh n\u0103m 2026 c\u1ee7a MSR thu h\u00fat s\u1ef1 ch\u00fa \u00fd \u0111\u1eb7c bi\u1ec7t khi \u0111\u01b0a ra k\u1ecbch b\u1ea3n t\u0103ng tr\u01b0\u1edfng v\u01b0\u1ee3t tr\u1ed9i. Doanh nghi\u1ec7p \u0111\u1eb7t m\u1ee5c ti\u00eau doanh thu t\u1eeb 16.000 \u0111\u1ebfn 20.300 t\u1ef7 \u0111\u1ed3ng, c\u00f9ng l\u1ee3i nhu\u1eadn sau thu\u1ebf d\u1ef1 ki\u1ebfn \u0111\u1ea1t 1.700 – 2.500 t\u1ef7 \u0111\u1ed3ng. N\u1ebfu ho\u00e0n th\u00e0nh, \u0111\u00e2y s\u1ebd l\u00e0 m\u1ee9c l\u1ee3i nhu\u1eadn k\u1ef7 l\u1ee5c trong l\u1ecbch s\u1eed ho\u1ea1t \u0111\u1ed9ng, \u0111\u1ed3ng th\u1eddi ph\u1ea3n \u00e1nh k\u1ef3 v\u1ecdng r\u1ea5t l\u1edbn v\u00e0o chu k\u1ef3 t\u0103ng gi\u00e1 c\u1ee7a vonfram c\u0169ng nh\u01b0 hi\u1ec7u qu\u1ea3 c\u1ee7a qu\u00e1 tr\u00ecnh t\u00e1i c\u1ea5u tr\u00fac n\u1ed9i t\u1ea1i.<\/p>\n\n\n

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\"\"<\/figure>\n<\/div>\n\n\n

Kh\u00f4ng ch\u1ec9 d\u1eebng l\u1ea1i \u1edf c\u00e2u chuy\u1ec7n k\u1ebft qu\u1ea3 kinh doanh, m\u1ed9t ch\u1ea5t x\u00fac t\u00e1c kh\u00e1c \u0111ang \u0111\u01b0\u1ee3c gi\u1edbi \u0111\u1ea7u t\u01b0 quan t\u00e2m l\u00e0 k\u1ebf ho\u1ea1ch chuy\u1ec3n ni\u00eam y\u1ebft sang HOSE. Vi\u1ec7c r\u1eddi UPCoM \u0111\u1ec3 ni\u00eam y\u1ebft ch\u00ednh th\u1ee9c tr\u00ean s\u00e0n Giao d\u1ecbch Ch\u1ee9ng kho\u00e1n Th\u00e0nh ph\u1ed1 H\u1ed3 Ch\u00ed Minh \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng s\u1ebd gi\u00fap MSR c\u1ea3i thi\u1ec7n \u0111\u00e1ng k\u1ec3 thanh kho\u1ea3n, m\u1edf r\u1ed9ng t\u1ec7p nh\u00e0 \u0111\u1ea7u t\u01b0 v\u00e0 \u0111\u1eb7c bi\u1ec7t l\u00e0 thu h\u00fat d\u00f2ng v\u1ed1n t\u1ed5 ch\u1ee9c. Trong b\u1ed1i c\u1ea3nh nhi\u1ec1u c\u1ed5 phi\u1ebfu kho\u00e1ng s\u1ea3n c\u00f3 t\u00ednh c\u00f4 \u0111\u1eb7c cao, y\u1ebfu t\u1ed1 thanh kho\u1ea3n v\u00e0 minh b\u1ea1ch \u0111\u01b0\u1ee3c xem l\u00e0 ch\u00eca kh\u00f3a cho qu\u00e1 tr\u00ecnh \u0111\u1ecbnh gi\u00e1 l\u1ea1i.<\/p>\n\n\n\n

T\u1eeb c\u1ed5 phi\u1ebfu chu k\u1ef3 \u0111\u1ebfn t\u00e0i s\u1ea3n chi\u1ebfn l\u01b0\u1ee3c<\/strong><\/strong><\/p>\n\n\n\n

Th\u1ef1c t\u1ebf tr\u00ean th\u1ecb tr\u01b0\u1eddng cho th\u1ea5y, c\u1ed5 phi\u1ebfu MSR \u0111\u00e3 c\u00f3 giai \u0111o\u1ea1n t\u0103ng m\u1ea1nh trong th\u1eddi gian g\u1ea7n \u0111\u00e2y, ph\u1ea3n \u00e1nh k\u1ef3 v\u1ecdng c\u1ee7a d\u00f2ng ti\u1ec1n v\u00e0o c\u00e2u chuy\u1ec7n \u201ckho\u00e1ng s\u1ea3n chi\u1ebfn l\u01b0\u1ee3c\u201d. Tuy nhi\u00ean, kh\u00e1c v\u1edbi c\u00e1c nh\u1ecbp t\u0103ng mang t\u00ednh \u0111\u1ea7u c\u01a1 ng\u1eafn h\u1ea1n, l\u1ea7n n\u00e0y c\u00e2u chuy\u1ec7n c\u1ee7a MSR \u0111\u01b0\u1ee3c h\u1ed7 tr\u1ee3 b\u1edfi c\u1ea3 ba y\u1ebfu t\u1ed1: k\u1ebft qu\u1ea3 kinh doanh c\u1ea3i thi\u1ec7n, gi\u00e1 kim lo\u1ea1i t\u0103ng m\u1ea1nh v\u00e0 chi\u1ebfn l\u01b0\u1ee3c n\u00e2ng h\u1ea1ng ni\u00eam y\u1ebft.<\/p>\n\n\n

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Trong b\u1ed1i c\u1ea3nh to\u00e0n c\u1ea7u \u0111ang b\u01b0\u1edbc v\u00e0o cu\u1ed9c \u0111ua \u0111\u1ea3m b\u1ea3o ngu\u1ed3n cung kho\u00e1ng s\u1ea3n chi\u1ebfn l\u01b0\u1ee3c, vonfram ng\u00e0y c\u00e0ng \u0111\u01b0\u1ee3c coi l\u00e0 v\u1eadt li\u1ec7u \u201ckh\u00f4ng th\u1ec3 thay th\u1ebf\u201d trong nhi\u1ec1u ng\u00e0nh c\u00f4ng nghi\u1ec7p then ch\u1ed1t. \u0110i\u1ec1u n\u00e0y khi\u1ebfn c\u00e1c doanh nghi\u1ec7p s\u1edf h\u1eefu t\u00e0i s\u1ea3n nh\u01b0 N\u00fai Ph\u00e1o tr\u1edf th\u00e0nh t\u00e2m \u0111i\u1ec3m ch\u00fa \u00fd, \u0111\u1eb7c bi\u1ec7t khi ngu\u1ed3n cung ngo\u00e0i Trung Qu\u1ed1c v\u1eabn c\u00f2n h\u1ea1n ch\u1ebf.<\/p>\n\n\n

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D\u00f9 v\u1eady, r\u1ee7i ro chu k\u1ef3 h\u00e0ng h\u00f3a v\u1eabn l\u00e0 bi\u1ebfn s\u1ed1 c\u1ea7n theo d\u00f5i. M\u1ed9t s\u1ef1 \u0111i\u1ec1u ch\u1ec9nh m\u1ea1nh c\u1ee7a gi\u00e1 vonfram c\u00f3 th\u1ec3 t\u00e1c \u0111\u1ed9ng tr\u1ef1c ti\u1ebfp \u0111\u1ebfn l\u1ee3i nhu\u1eadn doanh nghi\u1ec7p. Tuy nhi\u00ean, v\u1edbi c\u00e1c t\u00edn hi\u1ec7u hi\u1ec7n t\u1ea1i, th\u1ecb tr\u01b0\u1eddng \u0111ang nghi\u00eang v\u1ec1 m\u1ed9t k\u1ecbch b\u1ea3n t\u00edch c\u1ef1c h\u01a1n.<\/p>\n\n\n\n

Trong b\u1ee9c tranh \u0111\u00f3, MSR kh\u00f4ng ch\u1ec9 l\u00e0 m\u1ed9t c\u1ed5 phi\u1ebfu kho\u00e1ng s\u1ea3n th\u00f4ng th\u01b0\u1eddng, m\u00e0 l\u00e0 \u0111\u1ea1i di\u1ec7n hi\u1ebfm hoi c\u1ee7a Vi\u1ec7t Nam trong chu\u1ed7i cung \u1ee9ng v\u1eadt li\u1ec7u c\u00f4ng ngh\u1ec7 cao to\u00e0n c\u1ea7u \u2013 n\u01a1i gi\u00e1 tr\u1ecb kh\u00f4ng ch\u1ec9 \u0111\u1ebfn t\u1eeb t\u00e0i nguy\u00ean, m\u00e0 c\u00f2n t\u1eeb vai tr\u00f2 chi\u1ebfn l\u01b0\u1ee3c trong t\u01b0\u01a1ng lai c\u1ee7a ng\u00e0nh c\u00f4ng nghi\u1ec7p.<\/p>\n\n\n\n

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

C\u1ed5 phi\u1ebfu c\u1ee7a Masan High-Tech Materials (UPCoM: MSR) \u0111ang thu h\u00fat s\u1ef1 ch\u00fa \u00fd m\u1ea1nh m\u1ebd c\u1ee7a th\u1ecb tr\u01b0\u1eddng khi h\u1ed9i t\u1ee5 \u0111\u1ed3ng th\u1eddi nhi\u1ec1u y\u1ebfu t\u1ed1 h\u1ed7 tr\u1ee3 t\u1eeb chu k\u1ef3 t\u0103ng gi\u00e1 kim lo\u1ea1i, k\u1ebft qu\u1ea3 kinh doanh \u0111\u1ea3o chi\u1ec1u, v\u00e0 chi\u1ebfn l\u01b0\u1ee3c n\u00e2ng h\u1ea1ng ni\u00eam y\u1ebft. B\u01b0\u1edbc ngo\u1eb7t l\u1ee3i nhu\u1eadn g\u1eafn v\u1edbi […]<\/p>\n","protected":false},"author":37,"featured_media":21242,"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":[883,1262,893,1263,904,1264,933,1015,1089,1094,1118,1206,373,1208,1261],"class_list":["post-21233","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","tag-nui-phao-4","tag-doanh-nghiep-khai-khoang-2","tag-vonfram-vietnam","tag-apt-2","tag-msr","tag-vat-lieu-chien-luoc","tag-masan-2","tag-co-phieu","tag-khai-khoang-2","tag-khoang-san-viet-nam","tag-khoang-san-chien-luoc","tag-khai-thac-khoang-san-2","tag-vonfram-2","tag-khoang-san-toan-cau","tag-hose-2"],"acf":[],"jetpack_featured_media_url":"https:\/\/masanhightechmaterials.com\/wp-content\/uploads\/2026\/03\/z7660003861519_e7ae1eae8f6f5fc32f7cf5df81861a2d.jpg","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/21233","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=21233"}],"version-history":[{"count":7,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/21233\/revisions"}],"predecessor-version":[{"id":21250,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/21233\/revisions\/21250"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/media\/21242"}],"wp:attachment":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/media?parent=21233"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/categories?post=21233"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/tags?post=21233"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}