Food & Beverage
越南股票市场行业概览
由 Aveluro Research Team · 编辑政策
Food & Beverage板块页面追踪 135 家越南上市公司，包括 LTG, HLB, SEA, ATA。Aveluro 已分类 763 篇相关新闻；当前板块情绪为正面，估值快照如 Avg P/E 29.2。7 只个股近期出现异常成交量或交易活跃度上升。
| 代码 | 公司 | 新闻 | 收盘 | 涨跌 | 市值 | 成交量 |
|---|---|---|---|---|---|---|
| LTG | BVTV An Giang | LTG 股票新闻 | 5,300 | -3.64% | 533.9B | 52.1K |
| HLB | HLB | HLB 股票新闻 | 574,000 | +0.00% | 1.4T | — |
| SEA | SEAPRODEX | SEA 股票新闻 | 67,200 | +0.00% | 6.1T | — |
| ATA | NTACO | 400,000 | +0.00% | 4.8B | — | |
| CMM | Camimex | 18,400 | +0.00% | 1.8T | — | |
| NSC | NSC | 67,100 | +0.00% | 1.3T | — | |
| HSL | HSL | 10,450 | +0.00% | 393.4B | — | |
| BMV | BMV | 3,500 | +0.00% | 72.6B | — | |
| FGL | FGL | 5,000 | +0.00% | 64.6B | — | |
| ASM | Sao Mai | 5,820 | +0.00% | 2.5T | — | |
| MCH | MCH | MCH 股票新闻 | 143,000 | +0.00% | 180.2T | — |
| VNM | VINAMILK | VNM 股票新闻 | 62,300 | +0.00% | 118.3T | — |
| MSN | Masan | MSN 股票新闻 | 70,200 | +0.00% | 99.3T | — |
| SAB | SABECO | SAB 股票新闻 | 45,600 | +0.00% | 60.2T | — |
| SBT | SBT | SBT 股票新闻 | 22,850 | +0.00% | 18.8T | — |
| IDP | IDP | IDP 股票新闻 | 295,000 | +3.51% | 18.2T | 1.2K |
| QNS | QNS | QNS 股票新闻 | 47,300 | +0.00% | 17.8T | — |
| KDC | KIDO | KDC 股票新闻 | 51,900 | +0.00% | 13.8T | — |
| VSF | VSF | 26,100 | +0.00% | 13.5T | — | |
| VHC | VHC | VHC 股票新闻 | 52,100 | +0.00% | 11.4T | — |
| MML | Masan MEATLife | 29,400 | +0.00% | 9.7T | — | |
| HPA | HPA | HPA 股票新闻 | 28,100 | +0.00% | 9.5T | — |
| AIG | AIG | AIG 股票新闻 | 49,800 | +0.00% | 8.3T | — |
| VCF | VCF | 293,900 | +0.00% | 7.7T | — | |
| HNG | HNG | HNG 股票新闻 | 6,600 | +0.00% | 7.7T | — |
| DBC | DABACO | DBC 股票新闻 | 17,400 | +0.00% | 7.5T | — |
| BHN | HABECO | BHN 股票新闻 | 31,100 | +0.00% | 6.8T | — |
| MPC | MPC | MPC 股票新闻 | 14,800 | +0.00% | 6.1T | — |
| PAN | PAN | PAN 股票新闻 | 19,550 | +0.00% | 5.3T | — |
| ANV | ANV | ANV 股票新闻 | 17,200 | +0.00% | 5.2T | — |
| MCM | MCM | MCM 股票新闻 | 26,550 | +0.00% | 3.2T | — |
| CMF | CMF | CMF 股票新闻 | 389,000 | +0.00% | 3.1T | — |
| NAF | Nafoods Group | NAF 股票新闻 | 48,450 | +0.00% | 3.0T | — |
| VLC | VLC | VLC 股票新闻 | 12,000 | +0.00% | 2.6T | — |
| FMC | FMC | FMC 股票新闻 | 33,900 | +0.00% | 2.3T | — |
| BBC | BBC | 97,000 | +6.71% | 1.8T | 7.2K | |
| SBB | SBB | SBB 股票新闻 | 20,000 | +0.00% | 1.7T | — |
| IFS | IFS | 17,500 | +0.00% | 1.7T | — | |
| APF | APF | 45,400 | +0.00% | 1.7T | — | |
| IDI | IDI | 5,000 | +0.00% | 1.5T | — | |
| NCG | NCG | 10,600 | +0.00% | 1.5T | — | |
| BCF | BCF | 36,000 | +0.00% | 1.5T | — | |
| OCH | OCH | OCH 股票新闻 | 6,800 | +0.00% | 1.5T | — |
| SLS | SLS | SLS 股票新闻 | 147,900 | +0.00% | 1.5T | — |
| AAN | AAN | AAN 股票新闻 | 16,050 | +0.00% | 1.4T | — |
| CLX | CHOLIMEX | 13,100 | +0.00% | 1.3T | — | |
| HHC | HHC | 80,000 | +0.00% | 1.2T | — | |
| SMB | SMB | 40,450 | +0.00% | 1.2T | — | |
| VSN | VISSAN | 12,700 | +0.00% | 1.0T | — | |
| BSQ | BSQ | 18,000 | +0.00% | 832.5B | — | |
| GCF | GCF | 19,100 | +0.00% | 819.0B | — | |
| TFC | CTCP Trang | TFC 股票新闻 | 43,000 | +0.00% | 817.9B | — |
| WSB | WSB | 55,800 | +0.00% | 801.9B | — | |
| SGC | SGC | 108,000 | +0.00% | 759.1B | — | |
| ANT | ANT | 18,300 | +0.00% | 747.5B | — | |
| LSS | LSS | 8,070 | +0.00% | 740.9B | — | |
| SJ1 | SJ1 | 16,800 | +0.00% | 730.3B | — | |
| NCS | NCS | 35,000 | +0.00% | 700.0B | — | |
| SAF | SAF | SAF 股票新闻 | 57,000 | +0.00% | 668.6B | — |
| SKH | SKH | 22,000 | +0.00% | 666.6B | — | |
| HNF | HNF | 23,900 | +0.00% | 641.6B | — | |
| ACL | ACL | 12,200 | +0.00% | 637.0B | — | |
| ABT | ABT | 50,800 | +0.00% | 605.4B | — | |
| BSL | BSL | BSL 股票新闻 | 12,400 | +0.00% | 603.5B | — |
| DAT | DAT | 7,800 | +0.00% | 588.4B | — | |
| CMX | CAMIMEX Group | CMX 股票新闻 | 4,790 | +0.00% | 559.4B | — |
| HKT | QP Holdings | 13,000 | +0.00% | 520.0B | — | |
| SKV | SKV | 22,800 | +0.00% | 520.0B | — | |
| SPV | SPV | 36,500 | +0.00% | 419.9B | — | |
| SSC | SSC | 22,000 | +0.00% | 388.9B | — | |
| HNM | HANOIMILK | HNM 股票新闻 | 8,300 | +0.00% | 368.3B | — |
| TCO | Janus Group | TCO 股票新闻 | 11,250 | +0.00% | 341.4B | — |
| CMN | Colusa - Miliket | CMN 股票新闻 | 16,800 | +0.00% | 319.7B | — |
| QHW | QHW | 35,000 | +0.00% | 318.4B | — | |
| HVG | HVG | — | — | 317.9B | — | |
| LAF | LAF | 19,850 | +0.00% | 312.9B | — | |
| CCA | CCA | 12,800 | +0.00% | 301.0B | — | |
| BSH | BSH | BSH 股票新闻 | 18,000 | +0.00% | 291.6B | — |
| TT6 | Tien Thinh Group | 12,500 | +0.00% | 290.8B | — | |
| CPA | CPA | 7,500 | +0.00% | 207.9B | — | |
| CAT | CAT | 14,100 | +0.00% | 205.3B | — | |
| THP | THP | 9,000 | +0.00% | 205.3B | — | |
| FCS | FCS | 5,400 | +0.00% | 203.2B | — | |
| TAR | TAR | 2,600 | +0.00% | 198.1B | — | |
| KHS | KHS | 12,900 | +0.00% | 194.2B | — | |
| BSP | BSP | 16,200 | +0.00% | 193.3B | — | |
| HAF | HAF | 17,200 | +0.00% | 179.8B | — | |
| DMN | Domenal | 8,100 | +0.00% | 166.2B | — | |
| BIG | BIG | BIG 股票新闻 | 4,700 | +0.00% | 150.7B | — |
| VDL | VDL | 12,000 | +0.00% | 130.4B | — | |
| CBS | CBS | CBS 股票新闻 | 24,300 | +0.00% | 127.6B | — |
| KTS | KTS | 20,900 | +0.00% | 121.7B | — | |
| BNA | BNA | BNA 股票新闻 | 2,100 | +0.00% | 118.7B | — |
| CAN | CAN | CAN 股票新闻 | 20,600 | +0.00% | 115.5B | — |
| BHH | BHH | 15,300 | +0.00% | 114.6B | — | |
| SCD | SCD | SCD 股票新闻 | 16,500 | +0.00% | 114.4B | — |
| STD | STD | 5,700 | +0.00% | 110.0B | — | |
| THB | THB | 9,100 | +0.00% | 102.8B | — | |
| SNC | SNC | 19,000 | +0.00% | 99.9B | — | |
| PSL | PSL | 5,700 | +0.00% | 95.4B | — | |
| SPD | SPD | 7,600 | +0.00% | 91.2B | 270.0K | |
| CTP | CTP Group | 6,700 | +0.00% | 90.7B | — | |
| HAT | HAT | HAT 股票新闻 | 28,800 | +0.00% | 87.4B | — |
| BLT | BLT | 19,900 | +0.00% | 86.0B | — | |
| HBH | HBH | 6,400 | +0.00% | 84.8B | — | |
| SB1 | SB1 | 6,700 | +0.00% | 79.8B | — | |
| MCF | MCF | 7,100 | +0.00% | 75.4B | — | |
| TAN | TAN | 47,000 | +1.51% | 75.4B | 8.2K | |
| VTL | VTL | VTL 股票新闻 | — | — | 71.9B | — |
| AAM | AAM | AAM 股票新闻 | 7,490 | +0.00% | 71.0B | — |
| MLS | MLS | 15,900 | +0.00% | 65.6B | — | |
| BHP | BHP | 9,900 | +0.00% | 63.3B | — | |
| SBL | SBL | 7,900 | +0.00% | 60.1B | — | |
| AGF | AGF | 1,800 | +0.00% | 56.2B | — | |
| HAD | HAD | 14,700 | +0.00% | 53.6B | — | |
| SSN | SSN | SSN 股票新闻 | — | — | 47.5B | — |
| BSD | BSD | 16,500 | +0.00% | 45.3B | — | |
| HDS | HDS | HDS 股票新闻 | — | — | 42.9B | — |
| AGM | XNK An Giang | 1,900 | +0.00% | 40.0B | — | |
| UXC | UXC | 1,100 | +0.00% | 38.9B | — | |
| BTB | BTB | 4,700 | +0.00% | 36.9B | — | |
| SKN | SKN | 7,100 | +0.00% | 35.5B | — | |
| VHF | VHF | 2,100 | +0.00% | 32.2B | — | |
| BLF | BLF | 2,700 | +0.00% | 28.7B | — | |
| ICF | ICF | 1,700 | +0.00% | 23.1B | — | |
| HKB | HKB | 400,000 | +0.00% | 20.6B | — | |
| BQB | BQB | BQB 股票新闻 | 3,600 | +0.00% | 20.0B | — |
| PRO | PRO | 6,500 | +0.00% | 18.9B | — | |
| JOS | JOS | JOS 股票新闻 | 1,300 | +0.00% | 15.7B | — |
| APT | APT | 1,600 | +0.00% | 15.0B | — | |
| PCF | PCF | 2,500 | +0.00% | 9.9B | — | |
| VNH | VNH | 700,000 | +0.00% | 8.8B | — | |
| HAV | HAV | 3,000 | +0.00% | 7.9B | — | |
| CAD | CAD | 300,000 | +0.00% | 3.5B | — | |
| SST | SST | SST 股票新闻 | — | — | — | — |
FPT在8月28日获外资净买入241亿越南盾，为当日外资净买入额最高的股票，推动外资整体净买入280亿越南盾。与此同时，自营盘净卖出713亿越南盾，其中VPB被抛售75亿越南盾。外资持续流入FPT显示其科技龙头地位稳固，但自营盘的抛售行为可能对短期股价构成压力，投资者需关注后续资金流向变化。.
VPB在8月28日被券商自营净卖出75亿越南盾，成为当日最大抛售对象，同时MCH和HDB也遭显著减持。尽管外资整体净买入3580亿盾，但券商自营的持续卖出可能对相关个股短期走势构成压力，投资者需关注后续资金流向变化。.
FPT、TCB、VPB在8月28日获外资合计净买入超450亿越南盾，其中FPT以241亿越南盾居首，显示外资对科技和银行板块的偏好。同期VIC遭净卖出160亿越南盾，反映外资在房地产板块的谨慎态度。投资者可关注外资持续流入的FPT及银行股，但需留意VIC的抛压。.
8月27日，券商自营盘在HOSE净卖出619亿越南盾，其中VPB、VIC和FPT净卖出最多，而外资净买入230亿越南盾。.
8月27日，外资在全市场净买入230亿越南盾（约920万美元），其中TCB以444亿越南盾领跑净买入，而VIX遭遇最大净卖出。.
MCH总经理张功胜于2026年7月28日至8月26日购入270万股，持股比例从0.315%升至0.52%，交易金额约380亿越南盾。此举与公司宣布20%现金股息及上半年营收增长13.6%的利好同步，显示管理层对公司前景的信心，可能对MCH股价形成支撑。.
QNS获NutiFood集团增持，两家关联公司合计买入100万股，持股比例将升至8.4%。此举发生在豆浆业务高增长背景下，上半年该板块营收增长超20%，毛利率提升至48%。投资者可关注后续增持进展及豆浆业务持续表现。.
PDR董事长Nguyễn Văn Đạt购入2000万股，持股增至29.54%；MCH CEO Trương Công Thắng购入270万股，持股增至0.522%。两笔交易合计约5930亿越南盾，内部人士增持通常被视为对公司前景的信心信号，投资者可关注后续业绩验证。.
TCB在8月26日午后突然放量涨停，带动银行板块集体走强，推动VN-Index突破1800点关键心理关口。银行股成交额占HoSE的31.4%，流动性创15日新高，显示资金正集中涌入该板块。这一突破若得到量能持续配合，可能开启新一轮上行空间，投资者需关注银行股后续动能及市场广度变化。.
VIC、VPB、GMD在最近一周遭外资净卖出合计超千亿越南盾，而VNM、SHB、TCB获逆势买入。全球资金正从股票转向债券和黄金，越南市场外资流出压力持续，投资者需关注后续资金动向及美联储政策信号。.
富时罗素将MSN和MCH纳入富时全球全盘指数，越南建设证券将相关外资流入越南的估计上调至约30亿美元，此前越南即将升级为次级新兴市场。.
VIC在FTSE GEIS纳入越南的进程中预计吸引约5.43亿美元被动资金，为所有上市股票中最高，但流动性冲击最大的却是SSB。首轮10%资金（约1.62亿美元）将于2026年9月流入，投资者需关注相关股票的短期资金面波动。.
外资连续第三个交易日净买入，净买入约3222亿越南盾，而个人投资者在假期前净卖出超过9540亿越南盾。越南指数小幅上涨至1791点，主要由VIC支撑。.
8月25日，券商自营在HOSE净卖出396亿越南盾，其中LPB被净卖出最多达208亿越南盾，而外资全市场净买入328亿越南盾。.
8月25日，外资在全市场净买入328亿越南盾，其中VIC以约362亿越南盾领跑买入，而TCB遭遇最大净卖出。.
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: 2026-08-28T17:04:03Z.