[ihc-hide-content ihc_mb_type="show" ihc_mb_who="2,4,5" ihc_mb_template="1" ] <div class="row"> <div class="col-lg-2 hidden-sm hidden-xs hidden-md listSocial"> <div class="article-sharing custom_1"></div> </div> <div class="col-lg-10 col-sm-12 col-md-12"> <div class="single_post_heading width_medium source__is-publictime"> <div id="vst_detail"> <p class="pHead"><span>讓我們回顧一下今日交易時間前24小時內發生的值得關注的國內外經濟金融新聞。 </span></p> <p class="pBody"><span>*</span><strong><span>越南證券交易所上半年利潤下降17%</span></strong><span>。 2025年上半年，越南證券交易所（</span><a href="https://finance.vietstock.vn/VNX-ctcp-quang-cao-va-hoi-cho-thuong-mai.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>VNX</span></a><span>）淨收入近1.809兆越南盾，淨利近1.028兆越南盾，分別比去年同期下降9%和17%。</span><a href="https://vietstock.vn/2025/08/so-giao-dich-chung-khoan-viet-nam-giam-17-loi-nhuan-trong-nua-dau-nam-737-1338826.htm"><span>>>></span></a></p> <p class="pBody"><span>*繼8月6日鯊魚資金流動後：自營交易員在<strong><a href="https://finance.vietstock.vn/HOSE-so-giao-dich-chung-khoan-thanh-pho-ho-chi-minh.htm?languageid=1" target="_blank" rel="noopener noreferrer">HOSE</a></strong></span><strong><span>連續第三個交易日淨賣出</span></strong><span>。 8月6日，外國投資者繼續連續第二個交易日淨買進。同時，自營投資者的淨賣出次數增加到3次。</span><a href="https://vietstock.vn/2025/08/theo-dau-dong-tien-ca-map-0608-tu-doanh-ban-rong-phien-thu-3-lien-tiep-tren-hose-830-1338761.htm"><span>>>></span></a></p> <p class="pBody"><span>*和平證券</span><strong><a href="https://finance.vietstock.vn/HBS-ctcp-chung-khoan-hoa-binh.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>公司</span></a><span>指控前領導人在 2021 年事件後牟取近 6 兆越南盾。</span></strong><span>根據和平證券公司 ( </span><span>HOSE</span><span> : </span><span>HBS ) 指控，HBS 前總會計師</span><span><a href="https://finance.vietstock.vn/lanh-dao-doanh-nghiep/nguyen-ngoc-dung/6475.htm" target="_blank" rel="noopener noreferrer">阮玉勇</a>女士、 Vimedimex 製藥股份公司 ( HOSE : <a href="https://finance.vietstock.vn/VMD-ctcp-y-duoc-pham-vimedimex.htm?languageid=1" target="_blank" rel="noopener noreferrer">VMD</a> )前副總經理鄭玉<a href="https://finance.vietstock.vn/lanh-dao-doanh-nghiep/trinh-ngoc-duyen/20741.htm" target="_blank" rel="noopener noreferrer">緣</a>女士、HBS前董事長<a href="https://finance.vietstock.vn/lanh-dao-doanh-nghiep/tran-kien-cuong/7935.htm" target="_blank" rel="noopener noreferrer">陳建強先生、 </a>HBS前總經理<a href="https://finance.vietstock.vn/lanh-dao-doanh-nghiep/phan-sy-hai/7937.htm" target="_blank" rel="noopener noreferrer">潘詩海</a>先生等多名在 HBS 擔任</span><span>領導</span><span>職務的製藥<a href="https://finance.vietstock.vn/VMG-ctcp-thuong-mai-va-dich-vu-dau-khi-vung-tau.htm?languageid=1" target="_blank" rel="noopener noreferrer">公司</a>關鍵職務(5021 年底 2021 年底的股份。股東手中非法侵吞了 5.8538 兆越南盾。<a href="https://vietstock.vn/2025/08/hbs-cao-buoc-cuu-lanh-dao-truc-loi-gan-6000-ty-dong-sau-su-co-nam-2021-737-1338712.htm">>>></a></span></p> <p class="pBody"><span>* </span><strong><span>2025 年投資者關係大獎提名：進入決賽的傑出中型企業</span></strong><span>。 CTD、DBC、DBD、DGW、DRC、GEG、HAH、NTP、PAN、PVT是</span><a href="https://finance.vietstock.vn/CTD-ctcp-xay-dung-coteccons.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>正式</span></a><span>參加</span><a href="https://finance.vietstock.vn/DBC-ctcp-tap-doan-dabaco-viet-nam.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>2025</span></a><span>年</span><a href="https://finance.vietstock.vn/DBD-ctcp-duoc-trang-thiet-bi-y-te-binh-dinh-bidiphar.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>8</span></a><span>月</span><a href="https://finance.vietstock.vn/DGW-ctcp-the-gioi-so.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>1</span></a><span>日<a href="https://finance.vietstock.vn/GEG-ctcp-dien-gia-lai.htm?languageid=1" target="_blank" rel="noopener noreferrer">至</a>14<a href="https://finance.vietstock.vn/HAH-ctcp-van-tai-va-xep-do-hai-an.htm?languageid=1" target="_blank" rel="noopener noreferrer">日</a>舉行的<a href="https://finance.vietstock.vn/NTP-ctcp-nhua-thieu-nien-tien-phong.htm?languageid=1" target="_blank" rel="noopener noreferrer">2025</a>年<a href="https://finance.vietstock.vn/PAN-ctcp-tap-doan-pan.htm?languageid=1" target="_blank" rel="noopener noreferrer">投資者</a></span><a href="https://finance.vietstock.vn/DRC-ctcp-cao-su-da-nang.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>關係</span></a><span><a href="https://finance.vietstock.vn/PVT-tong-cong-ty-co-phan-van-tai-dau-khi.htm?languageid=1" target="_blank" rel="noopener noreferrer">大獎</a>決賽的 10 家中型企業。<a href="https://vietstock.vn/2025/08/de-cu-ir-awards-2025-nhung-doanh-nghiep-mid-cap-xuat-sac-tai-vong-chung-khao-830-1338714.htm">>>></a></span></p> <p class="pBody"><span>*</span><strong><span>一位投資者希望退出守德縣 10.5 兆越南盾的計畫</span></strong><span>。在安慶超級專案的 4 位投資者中，有 1 位正在推動資本轉移，原因是該公司近年來經營業績不佳，以及 BIENDONGH202500 債券的條款和條件發生變化。</span><a href="https://vietstock.vn/2025/08/mot-chu-dau-tu-muon-rut-khoi-du-an-105-ngan-ty-o-thu-duc-3118-1338619.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><a href="https://finance.vietstock.vn/HVN-tong-cong-ty-hang-khong-viet-nam-ctcp.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>越南航空</span></a><span>開始在飛機上提供網路服務：10</span><a href="https://finance.vietstock.vn/USD-ctcp-cong-trinh-do-thi-soc-trang.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>美元</span></a><span>/小時</span></strong><span>。</span><span>越南航空</span><span>（</span><span>HOSE</span><span> : </span><a href="https://finance.vietstock.vn/HVN-tong-cong-ty-hang-khong-viet-nam-ctcp.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>HVN</span></a><span>）於8月5日起在飛機上測試網路連線服務</span><a href="https://vietstock.vn/2025/08/vietnam-airlines-bat-dau-ban-dich-vu-internet-tren-may-bay-10-usd-cho-1-gio-vao-web-737-1338696.htm"><span>。 >>></span></a></p> <p class="pBody"><span>*</span><strong><span>安嘉Q2獲利較去年同期成長逾3倍</span></strong><span>。降低成本以及在諮詢領域取得突破，協助安嘉Q2/2025淨利較去年同期成長逾3倍。</span><a href="https://vietstock.vn/2025/08/an-gia-lai-quy-2-gap-hon-3-lan-cung-ky-737-1338655.htm"><span>>>></span></a></p> <p class="pBody"><span>* <strong><a href="https://finance.vietstock.vn/BID-ngan-hang-tmcp-dau-tu-va-phat-trien-viet-nam.htm?languageid=1" target="_blank" rel="noopener noreferrer">BIDV</a></strong></span><strong><span>的子公司已設定了總計 87.3% 的現金股利和紅股分配權</span></strong><span>。越南投資發展股份保險公司 ( </span><span>HOSE</span><span> : </span><a href="https://finance.vietstock.vn/BIC-tong-cong-ty-co-phan-bao-hiem-ngan-hang-dau-tu-va-phat-trien-viet-nam.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>BIC</span></a><span> ) 剛剛宣布了 15% 的現金股息和 72.3% 的紅股分配權。除權交易日為 9 月 9 日。</span><a href="https://vietstock.vn/2025/08/cong-ty-con-cua-bidv-chot-quyen-chia-co-tuc-tien-mat-va-co-phieu-thuong-tong-ty-le-873-738-1338631.htm"><span>>>></span></a></p> <p class="pBody"><span>* </span><strong><span>2025年上半年，Dragon Capital 的業績如何？</span></strong><span> 2025年上半年，Dragon Capital Vietnam Fund Management JSC (DCVFM) 的營收超過4,800億越南盾，稅後利潤超過550億越南盾，分別較去年同期下降12%和60%。近期，DCVFM 任命黎英俊先生接替Beat Schuerch先生擔任總經理，備受矚目。</span><a href="https://vietstock.vn/2025/08/dragon-capital-kinh-doanh-ra-sao-trong-nua-dau-nam-2025-3358-1338593.htm"><span>>>></span></a></p> <p class="pBody"><span>* </span><strong><a href="https://finance.vietstock.vn/BAF-ctcp-nong-nghiep-baf-viet-nam.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>BAF</span></a><span>從法國進口大量種豬，實現2030年1000萬頭生豬的計畫。</span></strong><span>在非洲豬瘟疫情複雜的背景下，</span><span>BAF</span><span>越南農業股份公司（</span><span>HOSE</span><span>：</span><span>BAF</span><span>）表示，已從法國進口大量曾祖父種豬，用於西原地區，實現2030年達到1000萬頭商品豬的目標。西原地區氣候條件優越，土地資金雄厚，適合發展大規模封閉式養殖模式，被視為</span><span>BAF畜群擴張策略的重點地區。 </span><a href="https://vietstock.vn/2025/08/baf-nhap-luong-lon-heo-giong-tu-phap-phuc-vu-ke-hoach-10-trieu-heo-vao-nam-2030-737-1338603.htm"><span>>>></span></a></p> <p class="pBody"><span>* </span><strong><a href="https://finance.vietstock.vn/DRL-ctcp-thuy-dien-dien-luc-3.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>DRL</span></a><span>確定190億越南盾中期股息派發日期，並計劃延後第三季派息</span></strong><span>。水電-Power 3股份公司（</span><span>HOSE</span><span>：</span><span>DRL</span><span>）計劃於9月29日以現金形式派發2025年第一季中期股息，規模達190億越南盾。該公司剛剛公佈了第三季的營運計劃，稅後利潤超過50億越南盾，較去年同期下降40%。</span><a href="https://vietstock.vn/2025/08/drl-chot-ngay-tam-ung-19-ty-dong-co-tuc-len-ke-hoach-quy-3-di-lui-738-1338605.htm"><span>>>></span></a></p> <p class="pBody"><span>* </span><strong><span>1500點大關現在有什麼不同嗎？</span></strong><a href="https://finance.vietstock.vn/ket-qua-giao-dich/vietnam.aspx?languageid=1" target="_blank" rel="noopener noreferrer"><span>VN指數</span></a><span>時隔三年重回1500點高點，能否守住這「神聖」關口？</span><a href="https://vietstock.vn/2025/08/moc-1500-nay-da-khac-xua-830-1338291.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><span>房地產市場就像一架只有頭等艙、沒有經濟艙的航班</span></strong><span>。陳篤生博士在談到社會住宅監管時表示，目前的房地產市場產品就像一架只有商務艙和頭等艙、沒有經濟艙的航班。</span><a href="https://vietstock.vn/2025/08/thi-truong-bat-dong-san-giong-chuyen-bay-chi-co-ve-hang-nhat-khong-co-hang-pho-thong-4220-1338633.htm"><span>>>></span></a></p> <p class="pBody"><span>* </span><strong><span>7月份，超過6,300套社會住宅獲準開售</span></strong><span>。地方建設部門的統計數據顯示，截至2025年7月，共有14個項目、共7403套房屋在9個省市符合未來房屋的銷售條件。社會住宅（NOXH）繼續占主導地位，共有6308套，此外還有580套公寓、443塊土地和72套低層住宅。</span><a href="https://vietstock.vn/2025/08/hon-6300-can-nha-o-xa-hoi-duoc-phep-mo-ban-trong-thang-7-4222-1338465.htm"><span>>>></span></a></p> <p class="pBody"><span>* Dragon Capital<strong>在取得紅股後</strong></span><strong><span>繼續拋售</span><a href="https://finance.vietstock.vn/FRT-ctcp-ban-le-ky-thuat-so-fpt.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>FPT</span></a></strong><span> Digital Retail JSC（HOSE : FRT）股票。外國基金集團 Dragon Capital 在 7 月 29 日的交易中拋售了 95,000 股</span><a href="https://finance.vietstock.vn/FPT-ctcp-fpt.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>FPT</span></a><span> Digital Retail JSC （</span><span>HOSE : </span><span>FRT</span><span>）股票，此前該公司剛剛獲得了 25% 的股息。</span><a href="https://vietstock.vn/2025/08/dragon-capital-tiep-tuc-ban-ra-co-phieu-frt-sau-khi-nhan-co-phieu-thuong-739-1338562.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><span>黎英俊先生被任命為一家</span><span>十億美元</span></strong><span>外資基金的總經理。越南龍資本投資基金管理股份公司（DCVFM）決定自2025年10月1日起任命黎英俊博士為總經理。</span><a href="https://vietstock.vn/2025/08/ong-le-anh-tuan-duoc-bo-nhiem-lam-tong-giam-doc-quy-ngoai-ty-usd-3358-1338549.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><span>川普將宣布對半導體徵收關稅，並稱藥品關稅可能高達250%</span></strong><span>。美國總統川普表示，他將宣布針對半導體和晶片產業徵收新關稅。 8月5日，川普在接受CNBC旗下節目「Squawk Box」採訪時，重申了將晶片生產遷回美國的決心。</span><a href="https://vietstock.vn/2025/08/ong-trump-sap-cong-bo-thue-quan-chat-ban-dan-noi-thue-quan-duoc-pham-co-the-len-toi-250-775-1338520.htm"><span>>>></span></a></p> <p class="pBody"><span>* <strong><a href="https://finance.vietstock.vn/PSH-ctcp-thuong-mai-dau-tu-dau-khi-nam-song-hau.htm?languageid=1" target="_blank" rel="noopener noreferrer">PSH公司</a></strong></span><strong><span>第二季沒有收入，上半年虧損超過3000億越南盾</span></strong><span>。 2023年底因稅務債務被迫收取發票的後果，對南山厚石油投資貿易股份公司（UPCoM：</span><span>PSH</span><span>）來說依然揮之不去。該公司在2025年第二季持續虧損數千億越南盾。</span><a href="https://vietstock.vn/2025/08/quy-2-trang-doanh-thu-psh-lo-hon-300-ty-dong-nua-dau-nam-737-1338476.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><span>第二季獲利良好，</span><a href="https://finance.vietstock.vn/BSR-ctcp-loc-hoa-dau-binh-son.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>BSR</span></a><span>超額完成年度計畫</span></strong><span>。原油價格上行，而同期原油價格則呈現下跌趨勢，推動平山煉油石化股份公司（</span><span>HOSE</span><span>：</span><span>BSR</span><span>）實現季度業務增長，從而時隔六個月超額完成年度利潤計劃。</span><a href="https://vietstock.vn/2025/08/quy-2-lai-tot-bsr-vuot-ke-hoach-nam-737-1338374.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><span>多家銀行承諾穩定存款利率，並降低貸款利率</span></strong><span>。在近日召開的「穩定存款利率和降低貸款利率實施方案」會議上，多家銀行代表承諾降低貸款利率，並分享了實際情況以及更有效支持經濟的建議。</span><a href="https://vietstock.vn/2025/08/nhieu-ngan-hang-cam-ket-giu-on-dinh-lai-suat-tien-gui-va-giam-lai-suat-cho-vay-757-1338485.htm"><span>>>></span></a></p> <p class="pBody"><span>* </span><strong><span>Novaland 向臨時股東大會提交了發行超過 1.68 億股個人股以轉換債務的方案。 No Va 房地產投資集團公司 ( </span></strong><span>HOSE</span><span> : </span><a href="https://finance.vietstock.vn/NVL-ctcp-tap-doan-dau-tu-dia-oc-no-va.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>NVL</span></a><span> )董事會公佈了兩項提案的內容，即發行個人股以轉換債務和實施可轉換為股票的貸款，這些提案將於 8 月 7 日的臨時股東大會上進行討論。</span><a href="https://vietstock.vn/2025/08/novaland-trinh-dai-hoi-bat-thuong-viec-phat-hanh-hon-168-trieu-cp-rieng-le-hoan-doi-no-764-1338303.htm"><span>>>></span></a></p> <p class="pBody"><span>* </span><strong><a href="https://finance.vietstock.vn/MST-ctcp-dau-tu-mst.htm?languageid=1" target="_blank" rel="noopener noreferrer"><span>MST</span></a><span>和歸仁綠山村的情況</span></strong><span>。一個度假村計畫六年前獲得投資決策，當時資本額只有 2,300 億越南盾。僅僅三年後，資本增加了 11 倍多，達到近 2.6 兆越南盾。銀行透過張美蘭女士收回了債務，現在，在房地產市場逐漸復甦的背景下，投資者和其他各方正在積極推動該項目繼續推進。</span><a href="https://vietstock.vn/2025/08/mst-va-the-tran-tai-greenhill-village-quy-nhon-737-1338165.htm"><span>>>></span></a></p> <p class="pBody"><span>*</span><strong><span>銀行集團獲利狀況錯綜複雜</span></strong><span>。第二季財報顯示，商業銀行獲利年增17%。然而，在這令人欣喜的背後，銀行間業績差異巨大，反映出各銀行撥備政策有較大差異，可能隱藏著許多值得關注的問題。</span><a href="https://vietstock.vn/2025/08/buc-tranh-loi-nhuan-day-phuc-tap-cua-cac-nhom-ngan-hang-757-1338482.htm"><span>>>></span></a></p> </div> </div> </div> </div> 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