{"id":21899,"date":"2026-05-12T15:52:49","date_gmt":"2026-05-12T08:52:49","guid":{"rendered":"https:\/\/masanhightechmaterials.com\/masan-high-tech-materials-delivers-3-digit-quarterly-profit-targets-breakthrough-growth-in-2026\/"},"modified":"2026-06-23T16:37:31","modified_gmt":"2026-06-23T09:37:31","slug":"masan-high-tech-materials-delivers-3-digit-quarterly-profit-targets-breakthrough-growth-in-2026","status":"publish","type":"post","link":"https:\/\/masanhightechmaterials.com\/vi\/masan-high-tech-materials-delivers-3-digit-quarterly-profit-targets-breakthrough-growth-in-2026\/","title":{"rendered":"K\u1ebft qu\u1ea3 kinh doanh Q1 b\u1ee9t ph\u00e1, Masan High-Tech Materials k\u1ef3 v\u1ecdng l\u1ee3i nhu\u1eadn t\u0103ng tr\u01b0\u1edfng 3 con s\u1ed1 trong n\u0103m 2026"},"content":{"rendered":"\n

Masan High-Tech Materials (MSR) ghi nh\u1eadn k\u1ebft qu\u1ea3 kinh doanh b\u1ee9t ph\u00e1 trong qu\u00fd I.2026, v\u1edbi l\u1ee3i nhu\u1eadn \u0111\u1ea1t m\u1ee9c cao nh\u1ea5t theo qu\u00fd trong l\u1ecbch s\u1eed ho\u1ea1t \u0111\u1ed9ng. K\u1ebft qu\u1ea3 n\u00e0y m\u1edf ra k\u1ef3 v\u1ecdng v\u1ec1 m\u1ed9t giai \u0111o\u1ea1n ph\u00e1t tri\u1ec3n m\u1edbi, khi c\u00e1c y\u1ebfu t\u1ed1 thu\u1eadn l\u1ee3i \u0111\u1ed3ng th\u1eddi h\u1ed9i t\u1ee5, t\u1eeb n\u1ec1n t\u1ea3ng n\u1ed9i t\u1ea1i \u0111\u1ebfn di\u1ec5n bi\u1ebfn t\u00edch c\u1ef1c c\u1ee7a th\u1ecb tr\u01b0\u1eddng v\u1eadt li\u1ec7u c\u00f4ng ngh\u1ec7 cao.<\/em><\/em><\/p>\n\n\n\n

M\u1ed9t kh\u1edfi \u0111\u1ea7u kh\u00f4ng th\u1ec3 tuy\u1ec7t v\u1eddi h\u01a1n cho n\u0103m 2026<\/strong><\/p>\n\n\n\n

Qu\u00fd I.2026 \u0111\u00e1nh d\u1ea5u b\u01b0\u1edbc ngo\u1eb7t l\u1edbn c\u1ee7a MSR khi doanh nghi\u1ec7p ghi nh\u1eadn doanh thu \u0111\u1ea1t 2.993 t\u1ec9 \u0111\u1ed3ng, t\u0103ng 115% so v\u1edbi c\u00f9ng k\u1ef3. L\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u1ea1t 537 t\u1ec9 \u0111\u1ed3ng, m\u1ee9c l\u1ee3i nhu\u1eadn r\u00f2ng theo qu\u00fd cao nh\u1ea5t t\u1eeb tr\u01b0\u1edbc \u0111\u1ebfn nay. \u0110\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng ch\u1ee7 y\u1ebfu \u0111\u1ebfn t\u1eeb m\u1ea3ng vonfram v\u1edbi doanh thu \u0111\u1ea1t 2.445 t\u1ec9 \u0111\u1ed3ng, t\u0103ng t\u1edbi 218% so v\u1edbi qu\u00fd I.2025.<\/p>\n\n\n\n

\u0110\u00e0 t\u0103ng tr\u01b0\u1edfng \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng ti\u1ebfp t\u1ee5c n\u1ed1i d\u00e0i sang qu\u00fd II. Theo \u01b0\u1edbc t\u00ednh s\u01a1 b\u1ed9 d\u1ef1a tr\u00ean k\u1ebft qu\u1ea3 th\u00e1ng 4, l\u1ee3i nhu\u1eadn qu\u00fd II.2026 c\u1ee7a MSR c\u00f3 th\u1ec3 \u0111\u1ea1t kho\u1ea3ng 690 t\u1ec9 \u0111\u1ed3ng. T\u1eeb n\u1eeda cu\u1ed1i n\u0103m, tri\u1ec3n v\u1ecdng c\u00f2n t\u00edch c\u1ef1c h\u01a1n khi s\u1ea3n l\u01b0\u1ee3ng qu\u1eb7ng x\u1eed l\u00fd ph\u1ee5c h\u1ed3i v\u00e0 t\u0103ng m\u1ea1nh t\u1eeb qu\u00fd III sau \u0111i\u1ec1u ch\u1ec9nh gi\u1ea5y ph\u00e9p khai th\u00e1c b\u1ed5 sung 28 tri\u1ec7u t\u1ea5n.<\/p>\n\n\n\n

Tuy nhi\u00ean, kh\u00e1c v\u1edbi m\u1eb7t b\u1eb1ng gi\u00e1 APT hi\u1ec7n \u0111ang dao \u0111\u1ed9ng trong kho\u1ea3ng 2.000 – 3.000 USD\/mtu, doanh nghi\u1ec7p x\u00e2y d\u1ef1ng k\u1ebf ho\u1ea1ch n\u0103m 2026 d\u1ef1a tr\u00ean k\u1ecbch b\u1ea3n th\u1eadn tr\u1ecdng h\u01a1n, v\u1edbi gi\u1ea3 \u0111\u1ecbnh gi\u00e1 kho\u1ea3ng 1.200 USD\/mtu.<\/p>\n\n\n\n

Tr\u00ean c\u01a1 s\u1edf \u0111\u00f3, MSR \u0111\u1eb7t m\u1ee5c ti\u00eau doanh thu n\u0103m 2026 \u0111\u1ea1t kho\u1ea3ng 16.000 – 20.300 t\u1ec9 \u0111\u1ed3ng, t\u01b0\u01a1ng \u1ee9ng m\u1ee9c t\u0103ng g\u1ea7n g\u1ea5p 3 l\u1ea7n so v\u1edbi n\u0103m tr\u01b0\u1edbc. L\u1ee3i nhu\u1eadn sau thu\u1ebf d\u1ef1 ki\u1ebfn \u0111\u1ea1t 1.700 – 2.500 t\u1ec9 \u0111\u1ed3ng, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng m\u1ee9c t\u0103ng tr\u01b0\u1edfng t\u1eeb 150 \u0111\u1ebfn 220 l\u1ea7n so v\u1edbi n\u0103m 2025.<\/p>\n\n\n

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N\u1eafm b\u1eaft c\u01a1 h\u1ed9i th\u1ecb tr\u01b0\u1eddng kho\u00e1ng s\u1ea3n chi\u1ebfn l\u01b0\u1ee3c<\/strong><\/p>\n\n\n\n

\u0110\u00e0 t\u0103ng m\u1ea1nh c\u1ee7a gi\u00e1 vonfram \u0111ang t\u1ea1o \u0111i\u1ec1u ki\u1ec7n thu\u1eadn l\u1ee3i \u0111\u1ec3 MSR c\u1ea3i thi\u1ec7n bi\u00ean l\u1ee3i nhu\u1eadn, trong b\u1ed1i c\u1ea3nh ngu\u1ed3n cung to\u00e0n c\u1ea7u ch\u1ecbu t\u00e1c \u0111\u1ed9ng t\u1eeb c\u00e1c ch\u00ednh s\u00e1ch ki\u1ec3m so\u00e1t khai th\u00e1c v\u00e0 xu\u1ea5t kh\u1ea9u c\u1ee7a Trung Qu\u1ed1c. Gi\u00e1 ammonium paratungstate (APT), s\u1ea3n ph\u1ea9m vonfram trung gian, t\u0103ng g\u1ea5p 10 l\u1ea7n, t\u1eeb kho\u1ea3ng 315 USD\/mtu \u0111\u1ea7u n\u0103m 2025 l\u00ean h\u01a1n 3.100 USD\/mtu \u0111\u1ea7u n\u0103m 2026.<\/p>\n\n\n\n

Khi gi\u00e1 b\u00e1n t\u0103ng, kh\u1ea3 n\u0103ng t\u1ea1o d\u00f2ng ti\u1ec1n c\u1ee7a doanh nghi\u1ec7p c\u0169ng \u0111\u01b0\u1ee3c c\u1ea3i thi\u1ec7n \u0111\u00e1ng k\u1ec3. T\u1ea1i \u0110\u1ea1i h\u1ed9i \u0111\u1ed3ng c\u1ed5 \u0111\u00f4ng MSR 2026, ban l\u00e3nh \u0111\u1ea1o cho bi\u1ebft, c\u1ee9 m\u1ed7i 100 USD t\u0103ng th\u00eam so v\u1edbi m\u1ee9c gi\u00e1 gi\u1ea3 \u0111\u1ecbnh 1.164 USD\/mtu s\u1ebd gi\u00fap doanh thu MSR t\u0103ng kho\u1ea3ng 50 tri\u1ec7u USD v\u00e0 l\u1ee3i nhu\u1eadn sau thu\u1ebf t\u0103ng th\u00eam kho\u1ea3ng 10 tri\u1ec7u USD. <\/p>\n\n\n\n

Xa h\u01a1n, trong giai \u0111o\u1ea1n 2027 – 2033, l\u1ee3i nhu\u1eadn c\u1ee7a MSR c\u00f3 th\u1ec3 v\u01b0\u1ee3t 500 tri\u1ec7u USD m\u1ed7i n\u0103m ngay c\u1ea3 khi gi\u1ea3 \u0111\u1ecbnh gi\u00e1 APT ch\u1ec9 \u1edf m\u1ee9c 1.500 USD.<\/p>\n\n\n

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B\u01b0\u1edbc sang chu k\u1ef3 t\u0103ng tr\u01b0\u1edfng m\u1edbi, khai m\u1edf gi\u00e1 tr\u1ecb d\u00e0i h\u1ea1n<\/strong><\/p>\n\n\n\n

MSR b\u01b0\u1edbc v\u00e0o giai \u0111o\u1ea1n h\u1ed9i t\u1ee5 nhi\u1ec1u y\u1ebfu t\u1ed1 h\u1ed7 tr\u1ee3. Tri\u1ec3n v\u1ecdng t\u0103ng tr\u01b0\u1edfng d\u00e0i h\u1ea1n \u0111\u01b0\u1ee3c c\u1ee7ng c\u1ed1 trong b\u1ed1i c\u1ea3nh nhu c\u1ea7u to\u00e0n c\u1ea7u \u0111\u1ed1i v\u1edbi kho\u00e1ng s\u1ea3n chi\u1ebfn l\u01b0\u1ee3c gia t\u0103ng m\u1ea1nh, nh\u1edd l\u00e0n s\u00f3ng \u0111\u1ea7u t\u01b0 v\u00e0o AI, b\u00e1n d\u1eabn v\u00e0 thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed, nh\u1eefng l\u0129nh v\u1ef1c \u0111\u00f2i h\u1ecfi v\u1eadt li\u1ec7u c\u00f3 \u0111\u1ed9 b\u1ec1n, ch\u1ecbu nhi\u1ec7t v\u00e0 \u0111\u1ed9 ch\u00ednh x\u00e1c cao.<\/p>\n\n\n

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\u0110\u00e1ng ch\u00fa \u00fd, ph\u1ea7n l\u1edbn chi ph\u00ed v\u1eadn h\u00e0nh v\u00e0 \u0111\u1ea7u t\u01b0 c\u1ed1 \u0111\u1ecbnh \u0111\u00e3 \u0111\u01b0\u1ee3c thi\u1ebft l\u1eadp t\u1eeb tr\u01b0\u1edbc. V\u00ec v\u1eady, khi s\u1ea3n l\u01b0\u1ee3ng v\u00e0 gi\u00e1 b\u00e1n c\u00f9ng t\u0103ng, ph\u1ea7n doanh thu gia t\u0103ng c\u00f3 th\u1ec3 chuy\u1ec3n h\u00f3a th\u00e0nh l\u1ee3i nhu\u1eadn v\u1edbi t\u1ed1c \u0111\u1ed9 nhanh h\u01a1n. N\u1ebfu ho\u00e0n th\u00e0nh m\u1ee5c ti\u00eau doanh thu h\u01a1n 20.300 t\u1ec9 \u0111\u1ed3ng trong n\u0103m 2026, MSR s\u1ebd n\u00e2ng quy m\u00f4 ho\u1ea1t \u0111\u1ed9ng l\u00ean g\u1ea7n g\u1ea5p 3 l\u1ea7n so v\u1edbi giai \u0111o\u1ea1n tr\u01b0\u1edbc.<\/p>\n\n\n\n

Theo ban l\u00e3nh \u0111\u1ea1o chia s\u1ebb: “N\u1ebfu gi\u00e1 APT duy tr\u00ec \u1edf m\u1ee9c 1.500 USD\/mtu, c\u00f4ng ty d\u1ef1 ki\u1ebfn \u0111\u1ea1t tr\u1ea1ng th\u00e1i ti\u1ec1n m\u1eb7t r\u00f2ng d\u01b0\u01a1ng v\u00e0o cu\u1ed1i n\u0103m 2027 ho\u1eb7c th\u1eadn tr\u1ecdng h\u01a1n l\u00e0 \u0111\u1ea7u n\u0103m 2028.”<\/em><\/p>\n\n\n

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MSR c\u0169ng \u0111ang ti\u1ebfn g\u1ea7n h\u01a1n t\u1edbi k\u1ebf ho\u1ea1ch chuy\u1ec3n ni\u00eam y\u1ebft t\u1eeb UPCoM sang HOSE, b\u01b0\u1edbc \u0111i c\u00f3 th\u1ec3 c\u1ea3i thi\u1ec7n thanh kho\u1ea3n, m\u1edf r\u1ed9ng t\u1ec7p nh\u00e0 \u0111\u1ea7u t\u01b0 v\u00e0 t\u1ea1o \u0111i\u1ec1u ki\u1ec7n \u0111\u1ec3 th\u1ecb tr\u01b0\u1eddng ph\u1ea3n \u00e1nh \u0111\u1ea7y \u0111\u1ee7 h\u01a1n gi\u00e1 tr\u1ecb doanh nghi\u1ec7p.<\/p>\n\n\n\n

Ngu\u1ed3n: B\u00e1o Thanh ni\u00ean<\/a><\/em><\/p>\n\n\n\n

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

Masan High-Tech Materials (MSR) ghi nh\u1eadn k\u1ebft qu\u1ea3 kinh doanh b\u1ee9t ph\u00e1 trong qu\u00fd I.2026, v\u1edbi l\u1ee3i nhu\u1eadn \u0111\u1ea1t m\u1ee9c cao nh\u1ea5t theo qu\u00fd trong l\u1ecbch s\u1eed ho\u1ea1t \u0111\u1ed9ng. K\u1ebft qu\u1ea3 n\u00e0y m\u1edf ra k\u1ef3 v\u1ecdng v\u1ec1 m\u1ed9t giai \u0111o\u1ea1n ph\u00e1t tri\u1ec3n m\u1edbi, khi c\u00e1c y\u1ebfu t\u1ed1 thu\u1eadn l\u1ee3i \u0111\u1ed3ng th\u1eddi h\u1ed9i t\u1ee5, t\u1eeb n\u1ec1n […]<\/p>\n","protected":false},"author":44,"featured_media":21772,"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":[2],"tags":[1335,1331,1319,1320,979,1334,907,1057,1047,1324,904,703,1328,1332,1333,564,373,101],"class_list":["post-21899","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized-vi","tag-co-phieu-masan-2","tag-doanh-nghiep-viet-nam","tag-finance-vi","tag-high-tech-materials-vi","tag-khai-khoang","tag-kinh-doanh","tag-masan-group","tag-masan-high-tech-2","tag-masan-high-tech-materials-vi","tag-mining-vi","tag-msr","tag-nui-phao","tag-profit-vi","tag-tai-chinh","tag-tang-truong-loi-nhuan","tag-vat-lieu-cong-nghe-cao","tag-vonfram-2","tag-loi-nhuan"],"acf":[],"jetpack_featured_media_url":"https:\/\/masanhightechmaterials.com\/wp-content\/uploads\/2026\/05\/5AA5_5adc_gemini_generated_image_yabggmyabggmyabg.png","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/21899","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\/44"}],"replies":[{"embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/comments?post=21899"}],"version-history":[{"count":9,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/21899\/revisions"}],"predecessor-version":[{"id":21924,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/21899\/revisions\/21924"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/media\/21772"}],"wp:attachment":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/media?parent=21899"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/categories?post=21899"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/tags?post=21899"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}