{"id":21251,"date":"2026-03-29T22:53:31","date_gmt":"2026-03-29T15:53:31","guid":{"rendered":"https:\/\/masanhightechmaterials.com\/?p=21251"},"modified":"2026-05-07T14:05:01","modified_gmt":"2026-05-07T07:05:01","slug":"msr-dat-muc-tieu-doanh-thu-20-300-ty-kich-hoat-chu-ky-tang-truong-moi-huong-toi-niem-yet-hose","status":"publish","type":"post","link":"https:\/\/masanhightechmaterials.com\/vi\/msr-dat-muc-tieu-doanh-thu-20-300-ty-kich-hoat-chu-ky-tang-truong-moi-huong-toi-niem-yet-hose\/","title":{"rendered":"MSR \u0111\u1eb7t m\u1ee5c ti\u00eau doanh thu 20.300 t\u1ef7: K\u00edch ho\u1ea1t chu k\u1ef3 t\u0103ng tr\u01b0\u1edfng m\u1edbi, h\u01b0\u1edbng t\u1edbi ni\u00eam y\u1ebft HOSE"},"content":{"rendered":"\n

MSR \u0111ang b\u01b0\u1edbc v\u00e0o m\u1ed9t pha t\u0103ng t\u1ed1c m\u1edbi khi \u0111\u1ed3ng th\u1eddi h\u1ed9i t\u1ee5 nhi\u1ec1u \u0111\u1ed9ng l\u1ef1c thu\u1eadn l\u1ee3i t\u1eeb c\u1ea3 th\u1ecb tr\u01b0\u1eddng v\u00e0 n\u1ed9i t\u1ea1i doanh nghi\u1ec7p. \u0110\u00e0 t\u0103ng m\u1ea1nh c\u1ee7a nh\u00f3m kho\u00e1ng s\u1ea3n chi\u1ebfn l\u01b0\u1ee3c, k\u1ebft qu\u1ea3 kinh doanh kh\u1edfi s\u1eafc ngay t\u1eeb \u0111\u1ea7u n\u0103m v\u00e0 k\u1ebf ho\u1ea1ch chuy\u1ec3n ni\u00eam y\u1ebft sang HOSE \u0111ang t\u1ea1o n\u00ean \u201cb\u1ed9 ba x\u00fac t\u00e1c\u201d c\u00f3 th\u1ec3 th\u00fac \u0111\u1ea9y m\u1ea1nh m\u1ebd t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn c\u0169ng nh\u01b0 m\u1edf ra d\u01b0 \u0111\u1ecba \u0111\u1ecbnh gi\u00e1 m\u1edbi cho c\u1ed5 phi\u1ebfu trong th\u1eddi gian t\u1edbi.<\/em><\/p>\n\n\n\n

\u0110\u00f3n \u201cs\u00f3ng l\u1edbn\u201d vonfram: L\u1ee3i nhu\u1eadn t\u0103ng t\u1ed1c, tri\u1ec3n v\u1ecdng b\u1ee9t ph\u00e1<\/strong><\/p>\n\n\n\n

K\u1ebft qu\u1ea3 kinh doanh c\u1ee7a MSR \u0111ang ghi nh\u1eadn nh\u1eefng t\u00edn hi\u1ec7u c\u1ea3i thi\u1ec7n r\u00f5 n\u00e9t, nh\u1edd h\u01b0\u1edfng l\u1ee3i t\u1eeb m\u1eb7t b\u1eb1ng gi\u00e1 thu\u1eadn l\u1ee3i v\u00e0 hi\u1ec7u qu\u1ea3 v\u1eadn h\u00e0nh ng\u00e0y c\u00e0ng \u0111\u01b0\u1ee3c t\u1ed1i \u01b0u. Ch\u1ec9 trong ba th\u00e1ng \u0111\u1ea7u n\u0103m 2026, doanh nghi\u1ec7p \u0111\u00e3 \u0111\u1ea1t kho\u1ea3ng 20 tri\u1ec7u USD l\u1ee3i nhu\u1eadn sau thu\u1ebf \u2013 m\u1ed9t kh\u1edfi \u0111\u1ea7u \u1ea5n t\u01b0\u1ee3ng, t\u1ea1o \u0111\u00e0 cho t\u0103ng tr\u01b0\u1edfng trong c\u00e1c qu\u00fd ti\u1ebfp theo.<\/p>\n\n\n

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Tr\u00ean n\u1ec1n t\u1ea3ng \u0111\u00f3, MSR \u0111\u1eb7t m\u1ee5c ti\u00eau doanh thu n\u0103m 2026 l\u00ean t\u1edbi 20.300 t\u1ef7 \u0111\u1ed3ng, v\u1edbi t\u0103ng tr\u01b0\u1edfng EBITDA d\u1ef1 ki\u1ebfn \u0111\u1ea1t 33\u201345%. \u0110\u1ed9ng l\u1ef1c ch\u00ednh \u0111\u1ebfn t\u1eeb th\u1ecb tr\u01b0\u1eddng vonfram, khi gi\u00e1 APT (ammonium paratungstate) \u2013 s\u1ea3n ph\u1ea9m ch\u1ee7 l\u1ef1c c\u1ee7a doanh nghi\u1ec7p \u2013 duy tr\u00ec \u1edf v\u00f9ng cao 2.500\u20132.800 USD\/mtu, ph\u1ea3n \u00e1nh tr\u1ea1ng th\u00e1i cung \u2013 c\u1ea7u \u0111ang th\u1eaft ch\u1eb7t tr\u00ean quy m\u00f4 to\u00e0n c\u1ea7u.<\/p>\n\n\n\n

Trong k\u1ecbch b\u1ea3n c\u01a1 s\u1edf, khi gi\u00e1 vonfram duy tr\u00ec quanh m\u1ee9c 2.000 USD\/mtu, doanh thu n\u0103m 2026 c\u1ee7a MSR c\u00f3 th\u1ec3 \u0111\u1ea1t kho\u1ea3ng 1,3 t\u1ef7 USD, v\u1edbi l\u1ee3i nhu\u1eadn sau thu\u1ebf \u01b0\u1edbc t\u00ednh 240 tri\u1ec7u USD (t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 6.300 t\u1ef7 \u0111\u1ed3ng). Ngay c\u1ea3 trong k\u1ecbch b\u1ea3n th\u1eadn tr\u1ecdng h\u01a1n, khi gi\u00e1 \u0111i\u1ec1u ch\u1ec9nh v\u1ec1 1.500 USD\/mtu, doanh thu v\u1eabn ti\u1ec7m c\u1eadn 1 t\u1ef7 USD v\u00e0 l\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u1ea1t kho\u1ea3ng 160 tri\u1ec7u USD (~4.200 t\u1ef7 \u0111\u1ed3ng).<\/p>\n\n\n

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Kh\u00f4ng ch\u1ec9 d\u1ef1a v\u00e0o \u201cthi\u00ean th\u1eddi\u201d, MSR c\u00f2n c\u1ee7ng c\u1ed1 \u201cn\u1ed9i l\u1ef1c\u201d th\u00f4ng qua chi\u1ebfn l\u01b0\u1ee3c t\u1ed1i \u01b0u h\u00f3a t\u00e0i s\u1ea3n c\u1ed1t l\u00f5i t\u1ea1i Vi\u1ec7t Nam, n\u00e2ng cao t\u1ef7 l\u1ec7 thu h\u1ed3i, c\u1ea3i thi\u1ec7n hi\u1ec7u su\u1ea5t ch\u1ebf bi\u1ebfn v\u00e0 duy tr\u00ec k\u1ef7 lu\u1eadt t\u00e0i ch\u00ednh \u2013 nh\u1eefng y\u1ebfu t\u1ed1 then ch\u1ed1t gi\u00fap gia t\u0103ng bi\u00ean l\u1ee3i nhu\u1eadn v\u00e0 kh\u1ea3 n\u0103ng ch\u1ed1ng ch\u1ecbu tr\u01b0\u1edbc bi\u1ebfn \u0111\u1ed9ng chu k\u1ef3 h\u00e0ng h\u00f3a.<\/p>\n\n\n\n

T\u00e0i nguy\u00ean chi\u1ebfn l\u01b0\u1ee3c, m\u00f4 h\u00ecnh t\u00edch h\u1ee3p: N\u1ec1n t\u1ea3ng cho t\u0103ng tr\u01b0\u1edfng d\u00e0i h\u1ea1n<\/strong><\/p>\n\n\n\n

Trong b\u1ed1i c\u1ea3nh ngu\u1ed3n cung kho\u00e1ng s\u1ea3n chi\u1ebfn l\u01b0\u1ee3c ng\u00e0y c\u00e0ng b\u1ecb si\u1ebft ch\u1eb7t, MSR n\u1ed5i l\u00ean nh\u01b0 m\u1ed9t trong s\u1ed1 \u00edt doanh nghi\u1ec7p s\u1edf h\u1eefu t\u00e0i s\u1ea3n quy m\u00f4 v\u00e0 c\u00f3 t\u00ednh chi\u1ebfn l\u01b0\u1ee3c. M\u1ecf \u0111a kim N\u00fai Ph\u00e1o \u2013 m\u1ed9t trong nh\u1eefng d\u1ef1 \u00e1n khai th\u00e1c v\u00e0 ch\u1ebf bi\u1ebfn kho\u00e1ng s\u1ea3n l\u1edbn nh\u1ea5t Vi\u1ec7t Nam \u2013 cung c\u1ea5p c\u00e1c s\u1ea3n ph\u1ea9m thi\u1ebft y\u1ebfu nh\u01b0 vonfram, bismut, florit v\u00e0 \u0111\u1ed3ng, v\u1ed1n \u0111\u00f3ng vai tr\u00f2 \u201ckh\u00f4ng th\u1ec3 thay th\u1ebf\u201d trong c\u00e1c ng\u00e0nh c\u00f4ng nghi\u1ec7p qu\u1ed1c ph\u00f2ng, c\u00f4ng ngh\u1ec7 cao v\u00e0 n\u0103ng l\u01b0\u1ee3ng s\u1ea1ch.<\/p>\n\n\n

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L\u1ee3i th\u1ebf c\u1ea1nh tranh c\u1ee7a MSR c\u00f2n \u0111\u1ebfn t\u1eeb m\u00f4 h\u00ecnh t\u00edch h\u1ee3p kh\u00e9p k\u00edn, khi doanh nghi\u1ec7p \u0111\u1ed3ng th\u1eddi s\u1edf h\u1eefu nh\u00e0 m\u00e1y ch\u1ebf bi\u1ebfn N\u00fai Ph\u00e1o v\u00e0 n\u1ec1n t\u1ea3ng tinh luy\u1ec7n vonfram c\u1ee7a MTC. C\u1ea5u tr\u00fac n\u00e0y cho ph\u00e9p ki\u1ec3m so\u00e1t to\u00e0n b\u1ed9 chu\u1ed7i gi\u00e1 tr\u1ecb t\u1eeb khai th\u00e1c \u0111\u1ebfn ch\u1ebf bi\u1ebfn s\u00e2u, gi\u1ea3m ph\u1ee5 thu\u1ed9c b\u00ean ngo\u00e0i v\u00e0 t\u1ed1i \u01b0u h\u00f3a hi\u1ec7u qu\u1ea3 v\u1eadn h\u00e0nh.<\/p>\n\n\n\n

Chi\u1ebfn l\u01b0\u1ee3c gia t\u0103ng t\u1ef7 tr\u1ecdng s\u1ea3n ph\u1ea9m c\u00f3 gi\u00e1 tr\u1ecb gia t\u0103ng cao kh\u00f4ng ch\u1ec9 gi\u00fap c\u1ea3i thi\u1ec7n bi\u00ean l\u1ee3i nhu\u1eadn m\u00e0 c\u00f2n n\u00e2ng cao kh\u1ea3 n\u0103ng ch\u1ed1ng ch\u1ecbu tr\u01b0\u1edbc bi\u1ebfn \u0111\u1ed9ng gi\u00e1 h\u00e0ng h\u00f3a. \u0110\u00e2y l\u00e0 y\u1ebfu t\u1ed1 quan tr\u1ecdng gi\u00fap MSR chuy\u1ec3n d\u1ecbch t\u1eeb m\u1ed9t doanh nghi\u1ec7p khai kho\u00e1ng truy\u1ec1n th\u1ed1ng sang nh\u00e0 s\u1ea3n xu\u1ea5t v\u1eadt li\u1ec7u c\u00f4ng ngh\u1ec7 cao.<\/p>\n\n\n

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V\u1ec1 d\u00e0i h\u1ea1n, d\u01b0 \u0111\u1ecba t\u0103ng tr\u01b0\u1edfng ti\u1ebfp t\u1ee5c \u0111\u01b0\u1ee3c m\u1edf r\u1ed9ng v\u1edbi c\u00e1c d\u1ef1 \u00e1n th\u0103m d\u00f2 t\u1ea1i khu v\u1ef1c l\u00e2n c\u1eadn, \u01b0\u1edbc t\u00ednh c\u00f3 th\u1ec3 b\u1ed5 sung kho\u1ea3ng 55 tri\u1ec7u t\u1ea5n qu\u1eb7ng. Ngu\u1ed3n t\u00e0i nguy\u00ean n\u00e0y \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng \u0111\u1ea3m b\u1ea3o ho\u1ea1t \u0111\u1ed9ng s\u1ea3n xu\u1ea5t \u1ed5n \u0111\u1ecbnh trong h\u01a1n m\u1ed9t th\u1eadp k\u1ef7, \u0111\u1ed3ng th\u1eddi \u0111\u1eb7t n\u1ec1n m\u00f3ng cho vi\u1ec7c n\u1eafm b\u1eaft \u201csi\u00eau chu k\u1ef3\u201d m\u1edbi c\u1ee7a ng\u00e0nh khai kho\u00e1ng.<\/p>\n\n\n\n

C\u00fa h\u00edch HOSE: M\u1edf kh\u00f3a thanh kho\u1ea3n, k\u00edch ho\u1ea1t \u0111\u1ecbnh gi\u00e1 l\u1ea1i<\/strong><\/p>\n\n\n\n

C\u1ed5 phi\u1ebfu MSR \u0111\u00e3 ghi nh\u1eadn m\u1ee9c t\u0103ng \u0111\u00e1ng k\u1ec3 t\u1eeb \u0111\u1ea7u n\u0103m 2026, ph\u1ea3n \u00e1nh k\u1ef3 v\u1ecdng c\u1ee7a th\u1ecb tr\u01b0\u1eddng v\u00e0o c\u00e2u chuy\u1ec7n \u201ckho\u00e1ng s\u1ea3n chi\u1ebfn l\u01b0\u1ee3c\u201d v\u00e0 tri\u1ec3n v\u1ecdng t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn. Tuy nhi\u00ean, m\u1ed9t \u0111\u1ed9ng l\u1ef1c m\u1edbi \u0111ang d\u1ea7n h\u00ecnh th\u00e0nh: k\u1ebf ho\u1ea1ch chuy\u1ec3n ni\u00eam y\u1ebft t\u1eeb UPCoM sang HOSE.<\/p>\n\n\n\n

Vi\u1ec7c ni\u00eam y\u1ebft tr\u00ean s\u00e0n HOSE \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng s\u1ebd t\u1ea1o ra b\u01b0\u1edbc ngo\u1eb7t quan tr\u1ecdng, gi\u00fap c\u1ea3i thi\u1ec7n thanh kho\u1ea3n, m\u1edf r\u1ed9ng t\u1ec7p nh\u00e0 \u0111\u1ea7u t\u01b0 \u2013 \u0111\u1eb7c bi\u1ec7t l\u00e0 d\u00f2ng v\u1ed1n t\u1ed5 ch\u1ee9c v\u00e0 nh\u00e0 \u0111\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i \u2013 \u0111\u1ed3ng th\u1eddi n\u00e2ng cao ti\u00eau chu\u1ea9n minh b\u1ea1ch v\u00e0 qu\u1ea3n tr\u1ecb doanh nghi\u1ec7p.<\/p>\n\n\n

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Quan tr\u1ecdng h\u01a1n, \u0111\u00e2y c\u00f3 th\u1ec3 l\u00e0 \u201cch\u00eca kh\u00f3a\u201d \u0111\u1ec3 th\u1ecb tr\u01b0\u1eddng \u0111\u1ecbnh gi\u00e1 l\u1ea1i MSR m\u1ed9t c\u00e1ch \u0111\u1ea7y \u0111\u1ee7 h\u01a1n, ti\u1ec7m c\u1eadn v\u1edbi c\u00e1c doanh nghi\u1ec7p c\u00f9ng ng\u00e0nh tr\u00ean th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf. \u0110\u1ed3ng th\u1eddi, vi\u1ec7c n\u00e2ng h\u1ea1ng ni\u00eam y\u1ebft c\u0169ng g\u00f3p ph\u1ea7n gia t\u0103ng gi\u00e1 tr\u1ecb t\u00e0i s\u1ea3n r\u00f2ng c\u1ee7a C\u00f4ng ty m\u1eb9 \u2013 T\u1eadp \u0111o\u00e0n Masan, qua \u0111\u00f3 lan t\u1ecfa gi\u00e1 tr\u1ecb cho to\u00e0n b\u1ed9 h\u1ec7 sinh th\u00e1i.<\/p>\n","protected":false},"excerpt":{"rendered":"

MSR \u0111ang b\u01b0\u1edbc v\u00e0o m\u1ed9t pha t\u0103ng t\u1ed1c m\u1edbi khi \u0111\u1ed3ng th\u1eddi h\u1ed9i t\u1ee5 nhi\u1ec1u \u0111\u1ed9ng l\u1ef1c thu\u1eadn l\u1ee3i t\u1eeb c\u1ea3 th\u1ecb tr\u01b0\u1eddng v\u00e0 n\u1ed9i t\u1ea1i doanh nghi\u1ec7p. \u0110\u00e0 t\u0103ng m\u1ea1nh c\u1ee7a nh\u00f3m kho\u00e1ng s\u1ea3n chi\u1ebfn l\u01b0\u1ee3c, k\u1ebft qu\u1ea3 kinh doanh kh\u1edfi s\u1eafc ngay t\u1eeb \u0111\u1ea7u n\u0103m v\u00e0 k\u1ebf ho\u1ea1ch chuy\u1ec3n ni\u00eam y\u1ebft sang HOSE […]<\/p>\n","protected":false},"author":37,"featured_media":21264,"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,"_wpcom_ai_launchpad_first_post":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[2],"tags":[1215,883,1261,904,933,1118,1154,1184,1195,1196,1199,1206,154],"class_list":["post-21251","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized-vi","tag-co-phieu-masan","tag-nui-phao-4","tag-hose-2","tag-msr","tag-masan-2","tag-khoang-san-chien-luoc","tag-khai-khoang-viet-nam","tag-vat-lieu-cong-nghe-cao-2","tag-co-phieu-msr","tag-upcom","tag-msn","tag-khai-thac-khoang-san-2","tag-khai-khoang-thai-nguyen"],"acf":[],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/masanhightechmaterials.com\/wp-content\/uploads\/2026\/03\/25_mo_nui_phao_20250525100757.jpg","_links":{"self":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/21251","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=21251"}],"version-history":[{"count":6,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/21251\/revisions"}],"predecessor-version":[{"id":21435,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/21251\/revisions\/21435"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/media\/21264"}],"wp:attachment":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/media?parent=21251"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/categories?post=21251"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/tags?post=21251"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}