Construction & Materials

越南股票市场行业概览

由 Aveluro Research Team · 编辑政策

Construction & Materials板块页面追踪 234 家越南上市公司，包括 DPG, CIG, HAN, SDP。Aveluro 已分类 465 篇相关新闻；当前板块情绪为负面，估值快照如 Avg P/E 14.6。6 只个股近期出现异常成交量或交易活跃度上升。

234 公司数 负面 市场情绪 465 篇文章
板块估值
Avg P/E
14.6
Avg P/B
0.9
Avg ROE
15.2%
Avg ROA
4.6%
板块新闻情绪
负面 209
正面 127
中性 81
多空交织 48
资金流向 — 五日领先个股
DPG
Tập đoàn Đạt Phương
五日回报
+98013.2%
Vol
0.7×
今日
+2.74%
CIG
Xây dựng COMA 18
五日回报
+3.5%
Vol
3.0×
今日
-0.27%
HAN
Xây dựng Hà Nội
五日回报
-1.2%
Vol
2.8×
今日
-1.25%
公司数 — Construction & Materials
代码 公司 新闻 收盘 涨跌 市值 成交量
DPG DPG DPG 股票新闻 27,200 +0.00% 4.0T —
CIG CIG 7,210 +0.00% 376.7B —
HAN HAN HAN 股票新闻 8,000 +0.00% 1.1T —
SDP SDP 800,000 +0.00% 8.9B —
PXT PXT 1,300 +0.00% 27.4B —
SD9 SD9 10,000 +0.00% 366.3B —
ILA ILA 7,400 +0.00% 142.5B —
DFF DFF 500,000 +0.00% 41.5B —
H11 H11 15,500 +0.00% 27.2B —
KSQ KSQ 1,000 +0.00% 30.0B —
GEL GEL GEL 股票新闻 24,650 +0.00% 25.3T —
VGC Viglacera VGC 股票新闻 39,100 +0.00% 17.5T —
CC1 CC1 CC1 股票新闻 34,000 +0.00% 15.4T —
BMP BMP BMP 股票新闻 151,300 +0.00% 12.0T —
VCG VINACONEX VCG 股票新闻 15,800 +0.00% 10.9T —
CII CII CII 股票新闻 14,200 +0.00% 10.9T —
SNZ SONADEZI SNZ 股票新闻 25,300 +0.00% 10.1T —
NTP NTP NTP 股票新闻 48,400 +0.00% 10.1T —
SJG SJG 20,400 +0.00% 9.8T —
CTR CTR CTR 股票新闻 70,000 +0.00% 9.5T —
PC1 PC1 PC1 股票新闻 21,000 +0.00% 9.0T —
CTD CTD CTD 股票新闻 56,900 +0.00% 7.7T —
HHV HHV HHV 股票新闻 10,050 +0.00% 6.1T —
VCS VICOSTONE VCS 股票新闻 32,800 +0.00% 5.5T —
HT1 HT1 12,300 +0.00% 4.8T —
LIC LICOGI 29,100 +0.00% 2.6T —
VLB VLB VLB 股票新闻 48,000 +0.00% 2.3T —
C4G C4G 5,800 +0.00% 2.3T —
FIC FIC FIC 股票新闻 14,300 +0.00% 2.2T —
CDC CDC CDC 股票新闻 18,300 +0.00% 2.0T —
DCF DCF 30,000 +0.00% 1.9T —
FCN FECON CORP FCN 股票新闻 10,800 +0.00% 1.8T —
LCG LIZEN 7,060 +0.00% 1.7T —
HBC HBC HBC 股票新闻 4,300 +0.00% 1.6T —
VIW VIW VIW 股票新闻 24,600 +0.00% 1.6T —
LBM LBM 27,550 +0.00% 1.4T —
LHC LHC 45,600 +0.00% 1.4T —
MVC MVC 13,300 +0.00% 1.3T —
CTI CTI 18,700 +0.00% 1.3T —
C69 C69 18,600 +0.00% 1.2T —
THG THG THG 股票新闻 28,800 +0.00% 1.2T —
EVG Everland EVG 股票新闻 4,720 +0.00% 1.1T —
MST MST 9,500 +0.00% 1.1T —
L18 L18 16,400 +0.00% 966.3B —
NNC NNC 41,500 +0.00% 953.5B —
CVT CMC 26,300 +0.00% 937.5B —
ICN ICN 26,700 +0.00% 841.5B —
BCC BCC BCC 股票新闻 6,400 +0.00% 837.8B —
SCL SCL 21,700 +0.00% 836.6B —
TED TED 66,000 +0.00% 818.8B —
VC7 BGI Group 7,600 +0.00% 768.7B —
DC4 Dicera Holdings DC4 股票新闻 6,500 +0.00% 768.3B —
DLG DLG 2,270 +0.00% 733.3B —
ACC ACC 5,600 +0.00% 729.7B —
RCC RCC 22,100 +0.00% 708.6B 100
XMC XMC 9,300 +0.00% 698.0B —
EIC EIC 18,000 +0.00% 696.9B —
CRC CRC 5,970 +0.00% 640.2B —
TCD TCD TCD 股票新闻 1,890 +3.28% 634.7B 2.8M
HAM HAM 45,000 +0.00% 627.4B —
BTS BTS 4,900 +0.00% 617.8B —
L14 L14 18,300 +0.00% 589.4B —
L40 L40 L40 股票新闻 23,300 +0.00% 575.0B —
CTX CONSTREXIM 4,800 +0.00% 556.5B —
CSC COTANA 10,200 +0.00% 543.2B —
HC3 HC3 25,000 +0.00% 537.8B —
ADP ADP 22,300 +0.00% 527.6B —
C32 C32 C32 股票新闻 16,450 +0.00% 514.0B —
DSH DSH 13,900 +0.00% 484.1B —
CNN CNN 55,000 +0.00% 484.0B —
HTI HTI 18,100 +0.00% 474.0B —
BCR BCG Land 1,100 +0.00% 473.8B 1.1M
SCI SCI E&C 10,500 +0.00% 457.8B —
TNT TNT 9,550 +0.00% 439.6B —
RYG RYG 9,150 +0.00% 416.2B —
TVH TVH TVH 股票新闻 122,900 +14.01% 398.4B 400
HUB HUB 12,300 +0.00% 382.6B —
MDG MDG 38,400 +0.00% 376.9B —
C47 C47 9,000 +0.00% 350.7B —
LIG LIG 3,500 +0.00% 348.6B —
HMS HMS 32,400 +0.00% 344.9B —
BDT BDT 9,200 +0.00% 343.5B —
BCE BCE 5,650 +0.00% 333.1B —
VC2 VC2 3,800 +0.00% 325.3B —
VCX VCX 12,000 +0.00% 318.4B —
GTS GTS 10,900 +0.00% 313.5B —
VHL VHL 11,000 +0.00% 312.5B —
LAI XD Long An IDICO 10,300 +0.00% 302.5B —
TTL TTL TTL 股票新闻 7,000 +0.00% 301.3B —
HID Halcom Vietnam 3,370 +0.00% 299.3B —
DGT DGT 3,700 +0.00% 297.3B —
PCC PCC 25,500 +0.00% 293.2B —
TDF TDF 8,000 +0.00% 280.0B —
ICG ICG ICG 股票新闻 14,300 +0.00% 268.9B —
BAX BAX 30,000 +0.00% 259.9B —
NED NED 6,200 +0.00% 255.2B —
CLH CLH 20,100 +0.00% 242.4B —
PSB PSB 5,000 +0.00% 240.1B —
SC5 SC5 16,000 +0.00% 239.7B —
GND GND 22,800 +0.00% 234.0B —
VSI VSI 17,850 +0.00% 230.3B —
VCC VCC 9,300 +0.00% 220.8B —
PTC PTC 6,490 +0.00% 209.2B —
CMD CMD 18,100 +0.00% 207.6B —
DSG DSG 7,000 +2.94% 207.0B 8.4K
PX1 PX1 PX1 股票新闻 — — 200.0B —
VMK Vimarko 21,500 +0.00% 197.7B —
HDA HDA 6,500 +0.00% 197.3B —
SDT SDT 4,100 +0.00% 191.2B —
SD5 SD5 7,300 +0.00% 189.8B —
CCM CCM 29,900 +0.00% 185.4B —
HCC HCC HCC 股票新闻 28,200 +0.00% 185.1B —
VVN VVN 3,300 +13.79% 181.5B 100
PDB DIN Capital 20,700 +0.00% 180.9B —
HSP HSP 16,000 +0.00% 173.4B —
SCJ SCJ 2,900 +0.00% 167.7B —
CQT CQT 6,500 +0.00% 162.5B —
KDM GCL 21,500 +0.00% 158.0B —
VC1 VC1 13,800 +0.00% 156.0B —
CMS CMS 6,000 +0.00% 155.3B —
LM8 LM8 LM8 股票新闻 14,000 +0.00% 154.9B —
FCM FCM 3,100 +0.00% 152.5B —
SD3 SD3 8,700 +0.00% 152.0B —
MCG MCG 2,500 +0.00% 145.0B —
PXS PXS PXS 股票新闻 2,300 +0.00% 141.9B —
TA9 TA9 10,300 +0.00% 141.6B —
HU4 HU4 9,300 +0.00% 138.0B —
HU1 HU1 5,600 +0.00% 137.5B —
GDH GDC 8,500 +0.00% 137.0B —
TL4 TL4 10,000 +0.00% 136.5B —
CCV CCV CCV 股票新闻 74,500 +0.00% 134.1B 200
SDU SDU 6,600 +0.00% 132.0B —
V12 V12 11,200 +4.67% 130.3B 100
ICC ICC 28,500 +0.00% 126.2B —
GMH GMH 6,900 +0.00% 117.5B —
BTD BTD 18,000 +0.00% 115.4B 100
PVY PVY 2,000 +0.00% 113.0B —
VMC VIMECO 3,800 +0.00% 112.1B —
ACE ACE 36,000 +0.00% 111.7B —
TCR TCR 2,100 +0.00% 108.6B —
BMK Black Cat 13,400 +0.00% 108.3B —
DVW DVW DVW 股票新闻 51,700 +0.00% 105.5B —
QTC QTC 35,100 +0.00% 105.3B —
UDJ Becamex UDJ UDJ 股票新闻 6,000 +0.00% 105.0B —
HC1 HC1 13,000 +0.00% 104.8B —
DKG DamiK 5,800 +0.00% 100.6B —
S74 S74 15,000 -7.98% 97.2B 100
PFL PFL 1,600 +0.00% 95.0B —
HFB HFB 9,900 +0.00% 90.1B 5.0K
TVA TVA 14,000 +0.00% 88.2B 100
YBC YBC 7,500 +0.00% 86.0B —
PHH PHH 4,500 -2.17% 81.5B 1.0K
SIG SIG 9,500 +0.00% 77.0B —
VC9 VC9 4,500 +0.00% 76.8B —
SD2 SD2 SD2 股票新闻 4,100 +0.00% 75.0B —
S72 S72 6,100 +0.00% 73.2B —
DC2 DC2 6,800 +0.00% 66.4B —
ALV MCST 6,600 +0.00% 66.4B —
NDX NDX 6,800 +0.00% 65.2B 100
HAS Hacisco 8,220 +0.00% 65.1B —
SVN SVN 2,600 +0.00% 63.0B —
HEJ HEJ 15,500 +0.00% 62.9B —
CT3 CT3 8,100 +0.00% 62.9B —
PCM PCM 16,100 +0.00% 62.7B —
DID DID 3,800 +0.00% 62.5B —
PLA PLAND 6,100 -1.61% 61.0B 100
DIH DIH 7,300 +0.00% 60.3B —
TTC TTC 9,100 +0.00% 60.0B —
CT6 CT6 9,700 +8.99% 59.2B 100
CH5 CH5 16,500 +39.83% 57.5B 100
SDN SDN 18,000 +0.00% 54.7B —
DLR DLR DLR 股票新闻 12,000 +0.00% 54.0B —
HMR HMR 9,200 +0.00% 53.3B —
DTC DTC DTC 股票新闻 4,600 +0.00% 53.0B —
USC USC 9,300 -10.58% 51.1B 4.7K
XLV XLV 15,200 +0.00% 48.0B —
E29 E29 9,000 -5.26% 45.0B 100
GKM GKM Holdings GKM 股票新闻 1,400 +0.00% 44.0B —
CHC CHC 6,400 +14.29% 43.1B 100
SHG SHG 1,500 -11.76% 40.5B 11.9K
DCR DCR 5,000 -13.79% 37.7B 200
DXV DXV 3,600 +0.00% 37.6B —
DC1 DC1 5,400 +0.00% 37.3B —
FID FID 1,500 +0.00% 37.1B —
ICI ICI 10,000 +0.00% 36.0B —
QNT QNT 9,100 +0.00% 34.8B —
VE9 VE9 2,600 +0.00% 34.0B —
TXM TXM 4,800 +0.00% 33.6B —
SJM Sunspace Holdings 6,500 -7.14% 32.5B 4.4K
L12 L12 4,500 +0.00% 30.3B —
CGV Vinaceglass CGV 股票新闻 3,200 +0.00% 28.6B —
ACS ACS 6,800 +0.00% 28.6B —
HU3 HU3 3,000 +0.00% 28.0B —
SD7 SD7 2,600 -10.34% 27.6B 21.7K
NXT NXT 4,500 +0.00% 26.3B —
DIC DIC DIC 股票新闻 900,000 +0.00% 26.1B —
CX8 CX8 CX8 股票新闻 — — 25.5B —
XMD XMD 6,100 -14.08% 24.4B 100
TNM TNM — — 23.7B —
QCC QCC 16,900 +0.00% 22.2B —
MCO MCO 4,800 +0.00% 21.8B —
PXI PXI 800,000 +0.00% 21.0B —
SDD SDD 1,300 +0.00% 20.8B —
TS3 TS3 5,200 +0.00% 20.0B —
VE3 VE3 5,800 +0.00% 19.7B —
LG9 LG9 3,300 +0.00% 19.6B —
SD4 SD4 1,900 -13.64% 19.6B 100
C92 C92 3,400 +0.00% 19.1B —
VW3 VIWASEEN 8,500 +0.00% 18.8B —
VE1 VE1 3,000 +0.00% 17.2B —
MEC MEC 1,700 +0.00% 16.7B —
VPC V- Power 2,900 +11.54% 16.3B 1.0K
CMI CMI 1,100 +0.00% 15.9B —
SCC SCC 3,000 +11.11% 14.9B 200
VTA VTA 1,900 +0.00% 13.7B —
DCT DCT 500,000 +0.00% 13.6B —
BTN BTN 2,900 +0.00% 12.8B —
PVH PVH 600,000 +0.00% 12.6B —
S12 S12 2,300 +4.55% 11.5B 5.0K
RCD RCD RCD 股票新闻 2,000 +11.11% 9.7B 200
CDR CDR 4,300 +0.00% 9.2B —
L45 L45 1,900 +0.00% 9.1B 200
CI5 CI5 3,500 +0.00% 8.6B —
LM3 LM3 1,600 -5.88% 8.2B 1.0K
CIP CIP 1,700 +0.00% 8.2B —
L43 L43 2,000 +0.00% 8.1B —
PXM PXM 500,000 +0.00% 7.5B —
LUT LUT 500,000 +0.00% 7.5B 200
CID CID 7,600 +0.00% 7.1B —
DAC DAC — — 6.3B —
E12 E12 3,500 +0.00% 4.2B —
BHC BHC 1,000 +11.11% 4.0B 400
SDY SDY 900,000 +0.00% 4.0B —
VE8 VE8 1,900 +0.00% 3.1B —
最新新闻 — Construction & Materials
Jul 23, 2026

7月23日，外资在三个交易所净卖出4430亿越南盾（约1772万美元），重点抛售银行股MBB、TCB、VCB、VPB、TPB。VN-Index仍上涨近31点至接近1700点。.

4 负面
Jul 23, 2026

PC1集团公布了董事会补选候选人名单，包括Trinh Tien Dung（前董事长Trinh Van Tuan的弟弟，正在接受刑事调查）和Trinh Khanh Linh（Trinh Van Tuan的女儿）。选举将填补2025-2030年任期的剩余董事会席位。.

一般新闻 PC1 stock analysis
3 中性
Jul 22, 2026

多家越南公司公布2026年第二季度业绩，结果不一：F88利润翻倍，IDP利润飙升467%，而DGC利润下降49%，房地产公司ICN和SGR大幅下滑。.

3 多空交织
Jul 22, 2026

HCC（Hoa Cam Concrete）宣布2025年现金股息30%，每股3000越南盾，除权日8月20日，支付日10月16日。公司Q2净利润同比增长近70%，上半年净利润增长90%，支撑高股息政策。投资者可关注除权前后股价波动及后续业绩持续性。.

股息公告 HCC stock analysis
6 正面
Jul 22, 2026

RCD因未披露2024年审计财报被越南国家证券委员会罚款8500万越南盾。公司已暂停运营，正处理债务并准备解散，股票面临终止交易风险。投资者需关注其解散进展及债务处理情况。.

监管变化 RCD stock analysis
7 负面
Jul 22, 2026

SSI在2026年7月22日遭外资净卖出2920亿越南盾，成为当日外资净卖出最多的股票。当日外资整体净卖出1.92万亿越南盾，为当月最高，但VNM逆势获净买入1670亿越南盾，显示防御性蓝筹股仍受青睐。投资者需关注外资持续流出对SSI等券商股的短期压力。.

6 负面
Jul 22, 2026

RCD因未披露2024年审计财报被越南证监会罚款8500万越南盾，同时多家企业因延迟披露被罚。此举表明监管层正加强信披执法，投资者需警惕信披违规风险。.

监管变化 RCD stock analysis
7 负面
Jul 22, 2026

TCB在7月22日VN-Index暴跌3.58%的交易日中，成为券商自营资金净买入最多的股票，金额达2350亿越南盾。券商自营整体净买入4600亿盾，与外资净卖出1.921万亿盾形成鲜明对比，显示国内机构对TCB等银行股的信心。.

4 负面
Jul 22, 2026

SSI在7月22日遭外资净抛售2910亿越南盾，成为当日外资流出最严重的股票。当日VN-Index暴跌62点至1668点，外资整体净卖出约1.921万亿越南盾。投资者需关注外资持续流出对券商板块及市场流动性的压力。.

6 负面
Jul 22, 2026

CII在2026年第二季度录得净利润169亿盾，同比锐减90.6%，核心业务收入萎缩超70%，财务成本攀升至3581亿盾。公司称利润下滑主因子公司投资拨备及项目扩张带来的管理费用增加。投资者需关注其资产规模扩张下的拨备风险及现金流状况。.

业绩低于预期 CII stock analysis
10 负面
Jul 22, 2026

NTP在2026年第二季度实现净利润近4780亿越南盾，同比增长49%，创下季度利润纪录。上半年税前利润约8800亿越南盾，完成全年目标的73%。业绩增长主要得益于收入提升和成本控制，显示公司在塑料行业的强劲竞争力。投资者可关注其后续季度能否维持增长势头。.

业绩超预期 NTP stock analysis
8 正面
Jul 22, 2026

Viettel Construction (CTR) 已完成近1400万股股票分红，注册资本增至超1.281万亿越南盾。公司2026上半年营收达8050.5亿越南盾，同比增长34%，税前利润约402亿越南盾，同比增长20%，完成全年利润目标的52%。此次分红及强劲业绩显示公司运营稳健，对投资者具有积极意义。.

股息公告 CTR stock analysis
4 正面
Jul 22, 2026

Vinaconex (VCG) 于2026年7月15日完成2025年股票股息派发，向45242名股东发行约5170.8万股，比例8%，同时将于8月14日支付8%现金股息（每股800越南盾），合计股息率16%。此举使VCG注册资本增至近6.982万亿越南盾，显示公司现金流充裕，对投资者而言，高股息回报增强了持有吸引力。.

股息公告 VCG stock analysis
4 正面
Jul 22, 2026

HHV在6月底免去3位副总经理并任命3位新人后，又于7月20日增补Nguyen Manh Hai为副总经理，显示管理层重组加速。同时公司已完成2730万股分红股发行，将股本提升至57451亿越南盾，并计划私募5750万股筹资约5750亿越南盾，用于增持ICV Vietnam和Cam Lam - Vinh Hao高速公路股权。投资者需关注管理层变动对运营的影响及私募进展。.

管理层变动 HHV stock analysis
5 中性
Jul 21, 2026

截至2026年6月底，越南证券公司的保证金债务创纪录达到446万亿越南盾，环比增长8.1%，尽管日均交易量下降54%。分析师警告流动性紧张和利率上升可能使估值持续低迷。.

3 负面
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Automobiles & Parts Banking Banks Basic Resources Bảo hiểm phi nhân thọ Chemicals Công nghiệp nặng Electricity Generation & Distribution Financial Services Food & Beverage Food Production Health Care Industrial Goods & Services Insurance Khai khoáng Media Oil & Gas Personal & Household Goods Personal Goods Real Estate Retail Technology Telecommunications Transportation Travel & Leisure Truyền thông Utilities Điện tử & Thiết bị điện

所有信息仅供参考，不构成投资建议。过往表现不代表未来收益。数据来源于越南公开市场信息。

最后更新: 2026-07-23T11:46:45Z.