{"id":23179,"date":"2026-07-29T10:46:26","date_gmt":"2026-07-29T03:46:26","guid":{"rendered":"https:\/\/masanhightechmaterials.com\/?p=23179"},"modified":"2026-07-29T10:46:30","modified_gmt":"2026-07-29T03:46:30","slug":"msr-bao-lai-tang-276-lan-tai-nguyen-khai-thac-co-tiem-nang-keo-dai-them-20-30-nam","status":"publish","type":"post","link":"https:\/\/masanhightechmaterials.com\/vi\/msr-bao-lai-tang-276-lan-tai-nguyen-khai-thac-co-tiem-nang-keo-dai-them-20-30-nam\/","title":{"rendered":"MSR b\u00e1o l\u00e3i t\u0103ng 276 l\u1ea7n, t\u00e0i nguy\u00ean khai th\u00e1c c\u00f3 ti\u1ec1m n\u0103ng k\u00e9o d\u00e0i th\u00eam 20 – 30 n\u0103m"},"content":{"rendered":"\n

Masan High-Tech Materials (MSR) b\u00e1o l\u00e3i qu\u00fd II\/2026 t\u0103ng 276 l\u1ea7n nh\u1edd gi\u00e1 vonfram t\u0103ng cao, \u0111\u1ed3ng th\u1eddi \u0111\u1ea9y m\u1ea1nh gi\u1ea3m n\u1ee3 v\u00e0 m\u1edf r\u1ed9ng ngu\u1ed3n t\u00e0i nguy\u00ean cho t\u0103ng tr\u01b0\u1edfng d\u00e0i h\u1ea1n.<\/em><\/p>\n\n\n\n

K\u1ebft th\u00fac qu\u00fd II\/2026, Masan High-Tech Materials (MSR) ghi nh\u1eadn doanh thu \u0111\u1ea1t 8.138 t\u1ef7 \u0111\u1ed3ng, t\u0103ng g\u1ea5p 5 l\u1ea7n so v\u1edbi m\u1ee9c 1.614 t\u1ef7 \u0111\u1ed3ng c\u1ee7a c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc.<\/p>\n\n\n\n

L\u1ee3i nhu\u1eadn sau thu\u1ebf tr\u01b0\u1edbc l\u1ee3i \u00edch c\u1ed5 \u0111\u00f4ng thi\u1ec3u s\u1ed1 (NPAT Pre-MI) trong qu\u00fd II\/2026 \u0111\u1ea1t m\u1ee9c k\u1ef7 l\u1ee5c 1.666 t\u1ef7 \u0111\u1ed3ng, t\u0103ng 277 l\u1ea7n so v\u1edbi con s\u1ed1 v\u1ecfn v\u1eb9n 6 t\u1ef7 \u0111\u1ed3ng c\u1ee7a qu\u00fd II\/2025. L\u0169y k\u1ebf 6 th\u00e1ng \u0111\u1ea7u n\u0103m, NPAT Pre-MI c\u1ee7a MSR \u0111\u1ea1t 2.202 t\u1ef7 \u0111\u1ed3ng, \u0111\u1ea3o chi\u1ec1u ngo\u1ea1n m\u1ee5c so v\u1edbi m\u1ee9c l\u1ed7 216 t\u1ef7 \u0111\u1ed3ng c\u1ee7a n\u1eeda \u0111\u1ea7u n\u0103m ngo\u00e1i.<\/p>\n\n\n\n

Ch\u1ec9 ti\u00eau EBITDA trong qu\u00fd II c\u1ee7a MSR c\u0169ng t\u0103ng 342,7%, \u0111\u1ea1t 2.492 t\u1ef7 \u0111\u1ed3ng so v\u1edbi m\u1ee9c 563 t\u1ef7 \u0111\u1ed3ng c\u00f9ng k\u1ef3. L\u0169y k\u1ebf 6 th\u00e1ng, EBITDA \u0111\u1ea1t 3.542 t\u1ef7 \u0111\u1ed3ng, t\u0103ng 262,9%.<\/p>\n\n\n

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Th\u00f4ng tin l\u1ee3i nhu\u1eadn c\u1ee7a MSR<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n

Doanh nghi\u1ec7p cho bi\u1ebft nguy\u00ean nh\u00e2n d\u1eabn \u0111\u1ebfn k\u1ebft qu\u1ea3 kinh doanh \u0111\u1ed9t bi\u1ebfn c\u1ee7a MSR \u0111\u1ebfn t\u1eeb ngu\u1ed3n l\u1ee3i nhu\u1eadn b\u1eb1ng ngo\u1ea1i t\u1ec7 \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi gi\u00e1 APT (Ammonium Paratungstate – s\u1ea3n ph\u1ea9m trung gian c\u1ee7a vonfram) t\u0103ng cao. Vi\u1ec7c m\u1edf r\u1ed9ng h\u1ea1 t\u1ea7ng AI, gia t\u0103ng c\u00f4ng su\u1ea5t b\u00e1n d\u1eabn v\u00e0 \u0111\u1ea7u t\u01b0 v\u00e0o c\u00e1c ch\u01b0\u01a1ng tr\u00ecnh qu\u1ed1c ph\u00f2ng tr\u00ean to\u00e0n c\u1ea7u \u0111\u00e3 \u0111\u1ea9y gi\u00e1 APT b\u00ecnh qu\u00e2n trong qu\u00fd II l\u00ean m\u1ee9c 3.245 USD\/mtu. Con s\u1ed1 n\u00e0y cao h\u01a1n g\u1ea5p \u0111\u00f4i so v\u1edbi k\u1ecbch b\u1ea3n k\u1ebf ho\u1ea1ch ban \u0111\u1ea7u (1.164-1.246 USD\/mtu) \u0111\u01b0\u1ee3c doanh nghi\u1ec7p tr\u00ecnh t\u1ea1i \u0110H\u0110C\u0110.<\/p>\n\n\n\n

B\u00ean c\u1ea1nh y\u1ebfu t\u1ed1 gi\u00e1 c\u1ea3 th\u1ecb tr\u01b0\u1eddng, EBITDA c\u1ee7a MSR t\u0103ng tr\u01b0\u1edfng g\u1ea5p 4,4 l\u1ea7n c\u00f2n nh\u1edd chi\u1ebfn l\u01b0\u1ee3c t\u1ed1i \u01b0u c\u00f4ng su\u1ea5t nh\u00e0 m\u00e1y b\u1eb1ng ngu\u1ed3n nguy\u00ean li\u1ec7u vonfram mua ngo\u00e0i trong giai \u0111o\u1ea1n chuy\u1ec3n ti\u1ebfp t\u1ea1i khu khai th\u00e1c ph\u00eda T\u00e2y. Khi ngu\u1ed3n nguy\u00ean li\u1ec7u n\u1ed9i b\u1ed9 t\u0103ng tr\u1edf l\u1ea1i, bi\u00ean l\u1ee3i nhu\u1eadn v\u00e0 hi\u1ec7u qu\u1ea3 v\u1eadn h\u00e0nh c\u1ee7a doanh nghi\u1ec7p \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng s\u1ebd ti\u1ebfp t\u1ee5c c\u1ea3i thi\u1ec7n.<\/p>\n\n\n\n

Ngo\u00e0i ra, ch\u00ednh s\u00e1ch gi\u1ea3m thu\u1ebf xu\u1ea5t kh\u1ea9u \u0111\u1ed1i v\u1edbi c\u00e1c s\u1ea3n ph\u1ea9m fluorit v\u00e0 bismuth d\u1ef1 ki\u1ebfn s\u1ebd gi\u00fap MSR t\u0103ng th\u00eam kho\u1ea3ng 2,5 tri\u1ec7u USD l\u1ee3i nhu\u1eadn trong n\u1eeda cu\u1ed1i n\u0103m 2026, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng kho\u1ea3ng 5 tri\u1ec7u USD n\u1ebfu t\u00ednh tr\u00ean c\u01a1 s\u1edf c\u1ea3 n\u0103m.<\/p>\n\n\n\n

V\u1ec1 d\u00e0i h\u1ea1n, trong qu\u00fd II\/2026, MSR cho bi\u1ebft \u0111\u00e3 \u0111\u1ea1t \u0111\u01b0\u1ee3c nh\u1eefng b\u01b0\u1edbc ti\u1ebfn trong k\u1ebf ho\u1ea1ch b\u1ed5 sung kho\u1ea3ng 115 tri\u1ec7u t\u1ea5n t\u00e0i nguy\u00ean t\u1ea1i khu v\u1ef1c N\u00fai Ph\u00e1o m\u1edf r\u1ed9ng v\u00e0 N\u00fai Chi\u1ebfm. N\u1ebfu \u0111\u01b0\u1ee3c c\u00e1c c\u01a1 quan qu\u1ea3n l\u00fd ph\u00ea duy\u1ec7t, ngu\u1ed3n t\u00e0i nguy\u00ean n\u00e0y c\u00f3 th\u1ec3 k\u00e9o d\u00e0i th\u00eam kho\u1ea3ng 20-30 n\u0103m ho\u1ea1t \u0111\u1ed9ng khai th\u00e1c v\u00e0 ch\u1ebf bi\u1ebfn cho doanh nghi\u1ec7p. Song song v\u1edbi \u0111\u00f3, quan h\u1ec7 h\u1ee3p t\u00e1c v\u1edbi GBI b\u1ed5 sung ngu\u1ed3n nguy\u00ean li\u1ec7u t\u1eeb \u0111\u1ed1i t\u00e1c \u0111\u00e3 \u0111\u01b0\u1ee3c cam k\u1ebft, h\u1ed7 tr\u1ee3 cho k\u1ebf ho\u1ea1ch n\u00e2ng c\u00f4ng su\u1ea5t s\u1ea3n xu\u1ea5t oxit vonfram l\u00ean h\u01a1n 8.000 t\u1ea5n WO\u2083.<\/p>\n\n\n

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

V\u1edbi d\u00f2ng ti\u1ec1n kinh doanh kh\u1ea3 quan, qu\u00e1 tr\u00ecnh gi\u1ea3m \u0111\u00f2n b\u1ea9y t\u00e0i ch\u00ednh c\u1ee7a MSR<\/a> \u0111ang \u0111\u01b0\u1ee3c t\u0103ng t\u1ed1c. Doanh nghi\u1ec7p d\u1ef1 ki\u1ebfn t\u1ef7 l\u1ec7 n\u1ee3 r\u00f2ng\/EBITDA s\u1ebd gi\u1ea3m t\u1eeb 2,1 l\u1ea7n trong qu\u00fd II\/2026 xu\u1ed1ng kho\u1ea3ng 1,7 l\u1ea7n v\u00e0o cu\u1ed1i n\u0103m 2026 v\u00e0 ti\u1ebfn t\u1edbi tr\u1ea1ng th\u00e1i ti\u1ec1n m\u1eb7t r\u00f2ng v\u00e0o cu\u1ed1i n\u0103m 2027. S\u1ef1 c\u1ea3i thi\u1ec7n v\u1ec1 c\u1ea5u tr\u00fac v\u1ed1n n\u00e0y s\u1ebd gi\u00fap gi\u1ea3m chi ph\u00ed l\u00e3i vay, n\u00e2ng cao ch\u1ea5t l\u01b0\u1ee3ng l\u1ee3i nhu\u1eadn v\u00e0 m\u1edf ra d\u01b0 \u0111\u1ecba chi tr\u1ea3 c\u1ed5 t\u1ee9c b\u1eb1ng ti\u1ec1n m\u1eb7t t\u1eeb n\u0103m 2027.<\/p>\n\n\n\n

MSR c\u0169ng \u0111ang l\u00ean k\u1ebf ho\u1ea1ch chuy\u1ec3n ni\u00eam y\u1ebft sang S\u1edf Giao d\u1ecbch Ch\u1ee9ng kho\u00e1n TP.HCM (HoSE). \u0110\u1ed9ng th\u00e1i n\u00e0y \u0111\u01b0\u1ee3c doanh nghi\u1ec7p k\u1ef3 v\u1ecdng s\u1ebd gi\u00fap c\u1ea3i thi\u1ec7n thanh kho\u1ea3n c\u1ed5 phi\u1ebfu, m\u1edf r\u1ed9ng kh\u1ea3 n\u0103ng ti\u1ebfp c\u1eadn th\u1ecb tr\u01b0\u1eddng v\u00e0 t\u0103ng c\u01b0\u1eddng k\u1ebft n\u1ed1i v\u1edbi c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 chi\u1ebfn l\u01b0\u1ee3c trong th\u1eddi gian t\u1edbi.<\/p>\n\n\n\n

Ngu\u1ed3n<\/strong>: Nguoiquansat<\/a><\/em><\/p>\n\n\n\n

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

Masan High-Tech Materials (MSR) b\u00e1o l\u00e3i qu\u00fd II\/2026 t\u0103ng 276 l\u1ea7n nh\u1edd gi\u00e1 vonfram t\u0103ng cao, \u0111\u1ed3ng th\u1eddi \u0111\u1ea9y m\u1ea1nh gi\u1ea3m n\u1ee3 v\u00e0 m\u1edf r\u1ed9ng ngu\u1ed3n t\u00e0i nguy\u00ean cho t\u0103ng tr\u01b0\u1edfng d\u00e0i h\u1ea1n. K\u1ebft th\u00fac qu\u00fd II\/2026, Masan High-Tech Materials (MSR) ghi nh\u1eadn doanh thu \u0111\u1ea1t 8.138 t\u1ef7 \u0111\u1ed3ng, t\u0103ng g\u1ea5p 5 l\u1ea7n so v\u1edbi […]<\/p>\n","protected":false},"author":46,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":true,"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":[1261,1089,1118,933,904,883,373],"class_list":["post-23179","post","type-post","status-publish","format-standard","hentry","category-uncategorized-vi","tag-hose-2","tag-khai-khoang-2","tag-khoang-san-chien-luoc","tag-masan-2","tag-msr","tag-nui-phao-4","tag-vonfram-2"],"acf":[],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/23179","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\/46"}],"replies":[{"embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/comments?post=23179"}],"version-history":[{"count":4,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/23179\/revisions"}],"predecessor-version":[{"id":23183,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/23179\/revisions\/23183"}],"wp:attachment":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/media?parent=23179"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/categories?post=23179"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/tags?post=23179"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}