{"id":572,"date":"2025-08-14T08:49:20","date_gmt":"2025-08-14T08:49:20","guid":{"rendered":"https:\/\/dinhhoa.sgi.edu.vn\/?p=572"},"modified":"2025-08-15T02:43:25","modified_gmt":"2025-08-15T02:43:25","slug":"loi-nhuan-rong-nganh-bat-dong-san-quy-ii-tang-gan-130","status":"publish","type":"post","link":"https:\/\/dinhhoa.sgi.edu.vn\/index.php\/2025\/08\/14\/loi-nhuan-rong-nganh-bat-dong-san-quy-ii-tang-gan-130\/","title":{"rendered":"‘L\u1ee3i nhu\u1eadn r\u00f2ng ng\u00e0nh b\u1ea5t \u0111\u1ed9ng s\u1ea3n qu\u00fd II t\u0103ng g\u1ea7n 130%’"},"content":{"rendered":"

‘L\u1ee3i nhu\u1eadn r\u00f2ng ng\u00e0nh b\u1ea5t \u0111\u1ed9ng s\u1ea3n qu\u00fd II t\u0103ng g\u1ea7n 130%’<\/h1>\n

Theo th\u1ed1ng k\u00ea c\u1ee7a Ch\u1ee9ng kho\u00e1n SSI, l\u1ee3i nhu\u1eadn r\u00f2ng qu\u00fd II c\u1ee7a c\u00e1c doanh nghi\u1ec7p b\u1ea5t \u0111\u1ed9ng s\u1ea3n t\u0103ng 129,6%, trong \u0111\u00f3 Vinhomes ti\u1ebfp t\u1ee5c d\u1eabn \u0111\u1ea7u to\u00e0n ng\u00e0nh.<\/p>\n

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Vinhomes b\u00e1o l\u1ee3i nhu\u1eadn sau thu\u1ebf qu\u00fd II \u0111\u1ea1t 7.552 t\u1ef7 \u0111\u1ed3ng, gi\u1ea3m 30% so v\u1edbi th\u1ef1c hi\u1ec7n n\u0103m ngo\u00e1i. Tuy nhi\u00ean, c\u00f4ng ty n\u00e0y v\u1eabn c\u00f3 l\u1ee3i nhu\u1eadn l\u1edbn nh\u1ea5t trong ng\u00e0nh b\u1ea5t \u0111\u1ed9ng s\u1ea3n. Ch\u1ee7 \u0111\u1ea7u t\u01b0 n\u00e0y gi\u1ea3i th\u00edch do k\u1ebf ho\u1ea1ch b\u00e0n giao c\u00e1c d\u1ef1 \u00e1n tr\u1ecdng \u0111i\u1ec3m, giao d\u1ecbch b\u00e1n l\u00f4 l\u1edbn ch\u1ee7 y\u1ebfu r\u01a1i v\u00e0o n\u1eeda cu\u1ed1i n\u0103m nay, \u1ea3nh h\u01b0\u1edfng k\u1ebft qu\u1ea3 kinh doanh n\u1eeda \u0111\u1ea7u n\u0103m c\u1ee7a h\u1ecd.<\/p>\n

C\u00f4ng ty c\u1ed5 ph\u1ea7n \u0110\u1ea7u t\u01b0 d\u1ecbch v\u1ee5 Ho\u00e0ng Huy (HHS) l\u00e0 doanh nghi\u1ec7p b\u1ea5t \u0111\u1ed9ng s\u1ea3n c\u00f3 m\u1ee9c t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn r\u00f2ng l\u1edbn nh\u1ea5t, \u0111\u1ea1t 3.075%. Doanh nghi\u1ec7p n\u00e0y c\u0169ng x\u1ebfp th\u1ee9 hai trong ng\u00e0nh khi b\u00e1o l\u00e3i h\u01a1n 3.500 t\u1ef7 \u0111\u1ed3ng.<\/p>\n

Theo gi\u1ea3i tr\u00ecnh g\u1eedi HoSE, HHS cho bi\u1ebft trong qu\u00fd II doanh nghi\u1ec7p \u0111\u00e3 mua 99,9% c\u1ed5 ph\u1ea7n c\u1ee7a C\u00f4ng ty c\u1ed5 ph\u1ea7n HHS Capital – \u0111\u01a1n v\u1ecb n\u1eafm gi\u1eef 7,4% v\u1ed1n \u0111i\u1ec1u l\u1ec7 C\u00f4ng ty c\u1ed5 ph\u1ea7n T\u1eadp \u0111o\u00e0n B\u1ea5t \u0111\u1ed9ng s\u1ea3n CRV (CRV). Qua \u0111\u00f3, HHS n\u00e2ng s\u1edf h\u1eefu l\u00ean 51,13% v\u00e0 tr\u1edf th\u00e0nh c\u00f4ng ty m\u1eb9 c\u1ee7a CRV. Vi\u1ec7c ghi nh\u1eadn gi\u00e1 tr\u1ecb h\u1ee3p l\u00fd c\u1ee7a c\u00e1c kho\u1ea3n \u0111\u1ea7u t\u01b0 \u1edf c\u00f4ng ty con gi\u00fap doanh thu ho\u1ea1t \u0111\u1ed9ng t\u00e0i ch\u00ednh trong k\u1ef3 \u0111\u1ea1t 3.504 t\u1ef7 \u0111\u1ed3ng. \u0110\u00e2y l\u00e0 nguy\u00ean nh\u00e2n ch\u00ednh gi\u00fap HHS l\u00e3i l\u1edbn qu\u00fd v\u1eeba qua.<\/p>\n

HHS – doanh nghi\u1ec7p thu\u1ed9c h\u1ec7 sinh th\u00e1i c\u1ee7a Ho\u00e0ng Huy Group – \u0111\u01b0\u1ee3c bi\u1ebft \u0111\u1ebfn l\u00e0 c\u00f4ng ty ph\u00e2n ph\u1ed1i xe t\u1ea3i v\u00e0 \u0111\u1ea7u t\u01b0 kinh doanh b\u1ea5t \u0111\u1ed9ng s\u1ea3n. Sau khi th\u00e2u t\u00f3m CRV, \u0111\u01a1n v\u1ecb n\u00e0y tr\u1edf th\u00e0nh ch\u1ee7 s\u1edf h\u1eefu lo\u1ea1t d\u1ef1 \u00e1n b\u1ea5t \u0111\u1ed9ng s\u1ea3n l\u1edbn \u1edf H\u1ea3i Ph\u00f2ng nh\u01b0 Ho\u00e0ng Huy New City, Hoang Huy Grand Tower…<\/p>\n

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Ngo\u00e0i nh\u1eefng y\u1ebfu t\u1ed1 k\u1ec3 tr\u00ean, SSI c\u00f2n nh\u1eadn \u0111\u1ecbnh Novaland v\u00e0 Vingroup gi\u1ea3m l\u1ed7 so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i c\u0169ng gi\u00fap l\u1ee3i nhu\u1eadn to\u00e0n ng\u00e0nh c\u1ea3i thi\u1ec7n. Hai doanh nghi\u1ec7p trong qu\u00fd v\u1eeba r\u1ed3i l\u1ed7 160 t\u1ef7 \u0111\u1ed3ng v\u00e0 580 t\u1ef7 \u0111\u1ed3ng, l\u1ea7n l\u01b0\u1ee3t gi\u1ea3m 98% v\u00e0 83% so v\u1edbi n\u0103m ngo\u00e1i.<\/p>\n

\u1ede m\u1ea3ng b\u1ea5t \u0111\u1ed9ng s\u1ea3n khu c\u00f4ng nghi\u1ec7p, Viglacera v\u00e0 Kinh B\u1eafc t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn m\u1ea1nh nh\u1edd d\u00f2ng v\u1ed1n FDI t\u00edch c\u1ef1c. Theo s\u1ed1 li\u1ec7u c\u1ee7a C\u1ee5c \u0110\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i – B\u1ed9 T\u00e0i ch\u00ednh, t\u1ed5ng v\u1ed1n FDI \u0111\u0103ng k\u00fd m\u1edbi, \u0111i\u1ec1u ch\u1ec9nh v\u00e0 g\u00f3p v\u1ed1n, mua c\u1ed5 ph\u1ea7n \u0111\u1ea1t tr\u00ean 21,51 t\u1ef7 USD trong 6 th\u00e1ng \u0111\u1ea7u n\u0103m – t\u0103ng 32,6% so v\u1edbi c\u00f9ng k\u1ef3 2024. Ngo\u00e0i ra, SSI c\u0169ng cho r\u1eb1ng bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p c\u1ee7a c\u00e1c khu c\u00f4ng nghi\u1ec7p c\u1ea3i thi\u1ec7n do c\u00e1c \u0111i\u1ec1u ch\u1ec9nh trong t\u1ed5ng m\u1ee9c \u0111\u1ea7u t\u01b0, d\u1eabn \u0111\u1ebfn gi\u00e1 v\u1ed1n h\u00e0ng b\u00e1n gi\u1ea3m \u0111\u00e1ng k\u1ec3.<\/p>\n

D\u00f9 l\u1ee3i nhu\u1eadn t\u0103ng, s\u1ed1 li\u1ec7u c\u1ee7a Ch\u1ee9ng kho\u00e1n SSI cho th\u1ea5y doanh thu c\u1ee7a ng\u00e0nh b\u1ea5t \u0111\u1ed9ng s\u1ea3n trong qu\u00fd II gi\u1ea3m 3,6% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc. V\u1edbi nh\u00f3m nh\u00e0 \u1edf, s\u1ef1 t\u0103ng tr\u01b0\u1edfng ph\u00e2n h\u00f3a r\u00f5 r\u00e0ng khi k\u1ebft qu\u1ea3 c\u1ee7a c\u00e1c nh\u00e0 ph\u00e1t tri\u1ec3n l\u1edbn nh\u01b0 Vinhomes, Nam Long hay Khang \u0110i\u1ec1n \u0111i l\u00f9i so v\u1edbi m\u1ee9c n\u1ec1n cao c\u1ee7a n\u0103m tr\u01b0\u1edbc. Trong khi \u0111\u00f3, m\u1ed9t s\u1ed1 c\u00f4ng ty c\u00f3 v\u1ed1n quy m\u00f4 nh\u1ecf h\u01a1n nh\u01b0 Hodeco v\u00e0 \u0110\u1ea5t Xanh b\u00e1o doanh thu t\u0103ng.<\/p>\n

Theo Ch\u1ee9ng kho\u00e1n SSI, s\u1ef1 ph\u1ee5c h\u1ed3i c\u1ee7a th\u1ecb tr\u01b0\u1eddng b\u1ea5t \u0111\u1ed9ng s\u1ea3n nh\u00e0 \u1edf<\/strong>\u00a0n\u1eeda \u0111\u1ea7u n\u0103m \u0111\u1ebfn t\u1eeb s\u1ef1 c\u1ea3i thi\u1ec7n c\u1ea3 v\u1ec1 ngu\u1ed3n cung v\u00e0 nhu c\u1ea7u<\/strong>.\u00a0C\u00f4ng ty n\u00e0y nh\u1eadn \u0111\u1ecbnh s\u1ef1 t\u0103ng tr\u01b0\u1edfng c\u1ee7a ngu\u1ed3n cung \u0111\u1ebfn t\u1eeb vi\u1ec7c c\u1ea3i c\u00e1ch ph\u00e1p l\u00fd, \u0111\u1ebfn t\u1eeb c\u1ea3 c\u00e1c d\u1ef1 \u00e1n b\u1ecb \u0111\u00ecnh tr\u1ec7 tr\u01b0\u1edbc \u0111\u00e2y v\u00e0 c\u00e1c d\u1ef1 \u00e1n m\u1edbi \u0111\u01b0\u1ee3c ph\u00ea duy\u1ec7t, bao g\u1ed3m nh\u00e0 \u1edf x\u00e3 h\u1ed9i.<\/p>\n

SSI tr\u00edch d\u1eabn b\u00e1o c\u00e1o c\u1ee7a CBRE, ngu\u1ed3n cung c\u0103n h\u1ed9 m\u1edbi t\u1ea1i TP HCM (tr\u01b0\u1edbc s\u00e1p nh\u1eadp) v\u00e0 H\u00e0 N\u1ed9i d\u1ef1 ki\u1ebfn \u0111\u1ea1t 40.200 c\u0103n trong n\u0103m 2025 v\u00e0 43.000 c\u0103n trong n\u0103m 2026, t\u0103ng l\u1ea7n l\u01b0\u1ee3t 11% v\u00e0 7% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i. Trong \u0111\u00f3 TP HCM d\u1ef1 ki\u1ebfn \u0111\u00f3ng g\u00f3p kho\u1ea3ng 20.000 c\u0103n h\u1ed9 t\u1eeb nay \u0111\u1ebfn h\u1ebft n\u0103m sau. \u0110i\u1ec1u n\u00e0y cho th\u1ea5y d\u1ea5u hi\u1ec7u th\u1ecb tr\u01b0\u1eddng ph\u1ee5c h\u1ed3i.<\/p>\n

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Nhu c\u1ea7u nh\u00e0 \u1edf c\u0169ng s\u1ebd c\u1ea3i thi\u1ec7n nh\u1edd l\u00e3i su\u1ea5t cho vay mua nh\u00e0 duy tr\u00ec m\u1ee9c t\u01b0\u01a1ng \u0111\u1ed1i th\u1ea5p kho\u1ea3ng 5,5-7,9% m\u1ed7i n\u0103m, trong 1-3 n\u0103m \u0111\u1ea7u, theo Ch\u1ee9ng kho\u00e1n SSI.<\/p>\n

V\u1ec1 d\u00e0i h\u1ea1n, SSI cho r\u1eb1ng th\u1ecb tr\u01b0\u1eddng b\u1ea5t \u0111\u1ed9ng s\u1ea3n v\u1eabn c\u00f3 ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng nh\u1edd nhu c\u1ea7u nh\u00e0 \u1edf cao. B\u1ed9 ph\u1eadn ph\u00e2n t\u00edch n\u00e0y nh\u1eadn \u0111\u1ecbnh t\u1ef7 l\u1ec7 \u0111\u00f4 th\u1ecb h\u00f3a hi\u1ec7n c\u00f2n th\u1ea5p, d\u1ef1 ki\u1ebfn ti\u1ebfp t\u1ee5c t\u0103ng nhanh v\u00e0 \u0111\u1ea1t 50% v\u00e0o n\u0103m 2030 v\u1edbi 1.000-1.200 khu \u0111\u00f4 th\u1ecb.<\/p>\n<\/article>\n

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B\u1ea5t \u0111\u1ed9ng s\u1ea3n khu trung t\u00e2m TP HCM, th\u00e1ng 7\/2025.\u00a0\u1ea2nh: Qu\u1ef3nh Tr\u1ea7n<\/em><\/p>\n

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C\u00f2n \u1edf m\u1ea3ng b\u1ea5t \u0111\u1ed9ng s\u1ea3n khu c\u00f4ng nghi\u1ec7p, SSI nh\u1eadn \u0111\u1ecbnh nh\u00f3m n\u00e0y \u0111ang \u0111\u1ed1i di\u1ec7n v\u1edbi m\u1ed9t s\u1ed1 th\u00e1ch th\u1ee9c. B\u1ed9 ph\u1eadn ph\u00e2n t\u00edch n\u00e0y cho r\u1eb1ng t\u1ed1c \u0111\u1ed9 k\u00fd k\u1ebft bi\u00ean b\u1ea3n ghi nh\u1edb (MOU) c\u00f3 th\u1ec3 ch\u1eadm l\u1ea1i trong n\u1eeda cu\u1ed1i n\u0103m 2025 v\u00e0 d\u1ef1 ki\u1ebfn duy tr\u00ec trong n\u0103m 2026.<\/p>\n

C\u00e1c kh\u00e1ch thu\u00ea ti\u1ec1m n\u0103ng c\u00f3 s\u1ef1 th\u1eadn tr\u1ecdng tr\u01b0\u1edbc nh\u1eefng b\u1ea5t \u1ed5n kinh t\u1ebf v\u0129 m\u00f4 to\u00e0n c\u1ea7u. Theo kh\u1ea3o s\u00e1t c\u1ee7a SSI v\u1edbi c\u00e1c ch\u1ee7 \u0111\u1ea7u t\u01b0 khu c\u00f4ng nghi\u1ec7p, di\u1ec7n t\u00edch MOU v\u00e0 h\u1ee3p \u0111\u1ed3ng thu\u00ea m\u1edbi t\u1ea1i m\u1ed9t s\u1ed1 \u0111\u01a1n v\u1ecb \u0111\u00e3 gi\u1ea3m 27% so v\u1edbi c\u00f9ng k\u1ef3. S\u1ef1 s\u1ee5t gi\u1ea3m n\u00e0y s\u1ebd\u00a0\u1ea3nh h\u01b0\u1edfng k\u00e9m t\u00edch c\u1ef1c \u0111\u1ebfn doanh thu v\u00e0 l\u1ee3i nhu\u1eadn ghi nh\u1eadn trong n\u0103m 2026.<\/p>\n

Theo kh\u1ea3o s\u00e1t c\u1ee7a SSI v\u1edbi c\u00e1c ch\u1ee7 \u0111\u1ea7u t\u01b0 l\u1edbn nh\u01b0 Kinh B\u1eafc, Idico, Long H\u1eadu hay S\u00e0i G\u00f2n VRG, gi\u00e1 thu\u00ea t\u1ea1i c\u00e1c khu c\u00f4ng nghi\u1ec7p hi\u1ec7n h\u1eefu\u00a0d\u1ef1 ki\u1ebfn\u00a0duy tr\u00ec \u1ed5n \u0111\u1ecbnh trong n\u0103m 2025. \u0110i\u1ec1u n\u00e0y ph\u1ea3n \u00e1nh t\u00e2m l\u00fd th\u1eadn tr\u1ecdng c\u1ee7a kh\u00e1ch thu\u00ea v\u00e0 c\u1ea1nh tranh gia t\u0103ng, g\u00e2y \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn c\u00e1c doanh nghi\u1ec7p trong ng\u00e0nh.<\/p>\n

SSI tr\u00edch d\u1eabn b\u00e1o c\u00e1o c\u1ee7a CBRE, gi\u00e1 thu\u00ea trung b\u00ecnh t\u1ea1i c\u00e1c khu c\u00f4ng nghi\u1ec7p mi\u1ec1n B\u1eafc d\u1ef1 ki\u1ebfn \u0111\u1ea1t 145 USD m\u1ed7i m2 trong chu k\u1ef3 thu\u00ea c\u00f2n l\u1ea1i c\u1ee7a n\u0103m 2025, v\u1edbi t\u1ef7 l\u1ec7 l\u1ea5p \u0111\u1ea7y kho\u1ea3ng 82%. T\u1ea1i mi\u1ec1n Nam, gi\u00e1 thu\u00ea d\u1ef1 ki\u1ebfn l\u00e0 178 USD m\u1ed9t m2 chu k\u1ef3 thu\u00ea c\u00f2n l\u1ea1i, v\u1edbi t\u1ef7 l\u1ec7 l\u1ea5p \u0111\u1ea7y kho\u1ea3ng 89%.<\/p>\n

C\u00f4ng ty ch\u1ee9ng kho\u00e1n n\u00e0y d\u1ef1 b\u00e1o l\u1ee3i nhu\u1eadn sau thu\u1ebf c\u1ee7a c\u00e1c ch\u1ee7 \u0111\u1ea7u t\u01b0 khu c\u00f4ng nghi\u1ec7p ni\u00eam y\u1ebft s\u1ebd t\u0103ng 13% so v\u1edbi c\u00f9ng k\u1ef3 trong n\u0103m 2025. Tuy nhi\u00ean, s\u1ef1 s\u1ee5t gi\u1ea3m di\u1ec7n t\u00edch thu\u00ea m\u1edbi v\u00e0 s\u1ed1 l\u01b0\u1ee3ng MOU \u0111\u00e3 t\u00e1c \u0111\u1ed9ng \u0111\u1ebfn tri\u1ec3n v\u1ecdng l\u1ee3i nhu\u1eadn c\u1ee7a m\u1ed9t s\u1ed1 ch\u1ee7 \u0111\u1ea7u t\u01b0 l\u1edbn nh\u01b0 Viglacera, Becamex IDC hay Idico.<\/p>\n<\/article>\n","protected":false},"excerpt":{"rendered":"

‘L\u1ee3i nhu\u1eadn r\u00f2ng ng\u00e0nh b\u1ea5t \u0111\u1ed9ng s\u1ea3n qu\u00fd II t\u0103ng g\u1ea7n 130%’ Theo th\u1ed1ng k\u00ea c\u1ee7a Ch\u1ee9ng kho\u00e1n SSI, l\u1ee3i nhu\u1eadn r\u00f2ng qu\u00fd II c\u1ee7a c\u00e1c doanh nghi\u1ec7p b\u1ea5t \u0111\u1ed9ng s\u1ea3n t\u0103ng 129,6%, trong \u0111\u00f3 Vinhomes ti\u1ebfp t\u1ee5c d\u1eabn \u0111\u1ea7u to\u00e0n ng\u00e0nh. Vinhomes b\u00e1o l\u1ee3i nhu\u1eadn sau thu\u1ebf qu\u00fd II \u0111\u1ea1t 7.552 t\u1ef7 \u0111\u1ed3ng, gi\u1ea3m […]<\/p>\n","protected":false},"author":7,"featured_media":587,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83,78],"tags":[],"class_list":["post-572","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-chinh-tri","category-kinh-te"],"_links":{"self":[{"href":"https:\/\/dinhhoa.sgi.edu.vn\/index.php\/wp-json\/wp\/v2\/posts\/572","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dinhhoa.sgi.edu.vn\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dinhhoa.sgi.edu.vn\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dinhhoa.sgi.edu.vn\/index.php\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/dinhhoa.sgi.edu.vn\/index.php\/wp-json\/wp\/v2\/comments?post=572"}],"version-history":[{"count":3,"href":"https:\/\/dinhhoa.sgi.edu.vn\/index.php\/wp-json\/wp\/v2\/posts\/572\/revisions"}],"predecessor-version":[{"id":733,"href":"https:\/\/dinhhoa.sgi.edu.vn\/index.php\/wp-json\/wp\/v2\/posts\/572\/revisions\/733"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/dinhhoa.sgi.edu.vn\/index.php\/wp-json\/wp\/v2\/media\/587"}],"wp:attachment":[{"href":"https:\/\/dinhhoa.sgi.edu.vn\/index.php\/wp-json\/wp\/v2\/media?parent=572"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dinhhoa.sgi.edu.vn\/index.php\/wp-json\/wp\/v2\/categories?post=572"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dinhhoa.sgi.edu.vn\/index.php\/wp-json\/wp\/v2\/tags?post=572"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}