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 1096 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 | 580,000 | +0.00% | 1.4T | — |
| SEA | SEAPRODEX | SEA 股票新闻 | 57,600 | +0.00% | 6.1T | — |
| ATA | NTACO | 300,000 | +0.00% | 4.8B | — | |
| CMM | Camimex | 17,500 | +0.00% | 1.8T | — | |
| NSC | NSC | 63,800 | +0.00% | 1.3T | — | |
| HSL | HSL | HSL 股票新闻 | 7,820 | +0.00% | 393.4B | — |
| BMV | BMV | 3,000 | +0.00% | 72.6B | — | |
| FGL | FGL | 4,900 | +0.00% | 64.6B | — | |
| ASM | Sao Mai | 4,800 | +0.00% | 2.5T | — | |
| MCH | MCH | MCH 股票新闻 | 140,900 | +0.00% | 180.2T | — |
| VNM | VINAMILK | VNM 股票新闻 | 57,900 | +0.00% | 118.3T | — |
| MSN | Masan | MSN 股票新闻 | 71,700 | +0.00% | 99.3T | — |
| SAB | SABECO | SAB 股票新闻 | 43,000 | +0.00% | 60.2T | — |
| SBT | SBT | SBT 股票新闻 | 22,600 | +0.00% | 18.8T | — |
| IDP | IDP | IDP 股票新闻 | 260,000 | +0.00% | 18.2T | — |
| QNS | QNS | QNS 股票新闻 | 50,300 | +0.00% | 17.8T | — |
| KDC | KIDO | KDC 股票新闻 | 50,600 | +0.00% | 13.8T | — |
| VSF | VSF | 26,500 | +0.00% | 13.5T | — | |
| VHC | VHC | VHC 股票新闻 | 50,800 | +0.00% | 11.4T | — |
| MML | Masan MEATLife | 25,800 | +0.00% | 9.7T | — | |
| HPA | HPA | HPA 股票新闻 | 26,400 | +0.00% | 9.5T | — |
| AIG | AIG | AIG 股票新闻 | 45,500 | +0.00% | 8.3T | — |
| VCF | VCF | 286,500 | +0.00% | 7.7T | — | |
| HNG | HNG | HNG 股票新闻 | 5,800 | +0.00% | 7.7T | — |
| DBC | DABACO | DBC 股票新闻 | 15,350 | +0.00% | 7.5T | — |
| BHN | HABECO | BHN 股票新闻 | 26,150 | +0.00% | 6.8T | — |
| MPC | MPC | MPC 股票新闻 | 13,700 | +0.00% | 6.1T | — |
| PAN | PAN | PAN 股票新闻 | 18,200 | +0.00% | 5.3T | — |
| ANV | ANV | ANV 股票新闻 | 18,800 | +0.00% | 5.2T | — |
| MCM | MCM | MCM 股票新闻 | 26,600 | +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 | 47,950 | +0.00% | 3.0T | — |
| VLC | VLC | VLC 股票新闻 | 11,300 | +0.00% | 2.6T | — |
| FMC | FMC | FMC 股票新闻 | 34,500 | +0.00% | 2.3T | — |
| BBC | BBC | 97,000 | +6.71% | 1.8T | 7.2K | |
| SBB | SBB | SBB 股票新闻 | 19,200 | +0.00% | 1.7T | — |
| IFS | IFS | 17,500 | +0.00% | 1.7T | — | |
| APF | APF | 43,300 | +0.00% | 1.7T | — | |
| IDI | IDI | 5,160 | +0.00% | 1.5T | — | |
| NCG | NCG | 10,900 | +0.00% | 1.5T | — | |
| BCF | BCF | 35,200 | +0.00% | 1.5T | — | |
| OCH | OCH | OCH 股票新闻 | 7,600 | +0.00% | 1.5T | — |
| SLS | SLS | SLS 股票新闻 | 150,600 | +0.00% | 1.5T | — |
| AAN | AAN | AAN 股票新闻 | 15,650 | +0.00% | 1.4T | — |
| CLX | CHOLIMEX | 13,000 | +0.00% | 1.3T | — | |
| HHC | HHC | HHC 股票新闻 | 76,000 | +0.00% | 1.2T | — |
| SMB | SMB | 41,000 | +0.00% | 1.2T | — | |
| VSN | VISSAN | VSN 股票新闻 | 14,400 | +0.00% | 1.0T | — |
| BSQ | BSQ | 16,000 | +0.00% | 832.5B | — | |
| GCF | GCF | 17,200 | +0.00% | 819.0B | — | |
| TFC | CTCP Trang | TFC 股票新闻 | 37,500 | +0.00% | 817.9B | — |
| WSB | WSB | 56,100 | +0.00% | 801.9B | — | |
| SGC | SGC | 105,000 | +0.00% | 759.1B | — | |
| ANT | ANT | 15,650 | +0.00% | 747.5B | — | |
| LSS | LSS | 7,860 | +0.00% | 740.9B | — | |
| SJ1 | SJ1 | 16,000 | +0.00% | 730.3B | — | |
| NCS | NCS | 31,000 | +0.00% | 700.0B | — | |
| SAF | SAF | SAF 股票新闻 | 56,000 | +0.00% | 668.6B | — |
| SKH | SKH | 19,500 | +0.00% | 666.6B | — | |
| HNF | HNF | 18,200 | +0.00% | 641.6B | — | |
| ACL | ACL | 11,100 | +0.00% | 637.0B | — | |
| ABT | ABT | 50,400 | +0.00% | 605.4B | — | |
| BSL | BSL | BSL 股票新闻 | 12,300 | +0.00% | 603.5B | — |
| DAT | DAT | 8,200 | +0.00% | 588.4B | — | |
| CMX | CAMIMEX Group | CMX 股票新闻 | 4,480 | +0.00% | 559.4B | — |
| HKT | QP Holdings | 13,900 | +0.00% | 520.0B | — | |
| SKV | SKV | 22,800 | +0.00% | 520.0B | — | |
| SPV | SPV | 32,600 | +0.00% | 419.9B | — | |
| SSC | SSC | 22,000 | +0.00% | 388.9B | — | |
| HNM | HANOIMILK | HNM 股票新闻 | 7,600 | +0.00% | 368.3B | — |
| TCO | Janus Group | TCO 股票新闻 | 10,100 | +0.00% | 341.4B | — |
| CMN | Colusa - Miliket | CMN 股票新闻 | 15,000 | +0.00% | 319.7B | — |
| QHW | QHW | 33,800 | +0.00% | 318.4B | — | |
| HVG | HVG | — | — | 317.9B | — | |
| LAF | LAF | 18,500 | +0.00% | 312.9B | — | |
| CCA | CCA | 14,000 | +0.00% | 301.0B | — | |
| BSH | BSH | BSH 股票新闻 | 16,500 | +0.00% | 291.6B | — |
| TT6 | Tien Thinh Group | 9,500 | +0.00% | 290.8B | — | |
| CPA | CPA | 5,000 | +0.00% | 207.9B | — | |
| CAT | CAT | 14,600 | +0.00% | 205.3B | — | |
| THP | THP | 9,300 | +0.00% | 205.3B | — | |
| FCS | FCS | 6,800 | +0.00% | 203.2B | — | |
| TAR | TAR | 2,100 | +0.00% | 198.1B | — | |
| KHS | KHS | 11,900 | +0.00% | 194.2B | — | |
| BSP | BSP | 12,000 | +0.00% | 193.3B | — | |
| HAF | HAF | 17,700 | +0.00% | 179.8B | — | |
| DMN | Domenal | 8,200 | +0.00% | 166.2B | — | |
| BIG | BIG | BIG 股票新闻 | 4,700 | +0.00% | 150.7B | — |
| VDL | VDL | 11,900 | +0.00% | 130.4B | — | |
| CBS | CBS | CBS 股票新闻 | 21,500 | +0.00% | 127.6B | — |
| KTS | KTS | 20,500 | +0.00% | 121.7B | — | |
| BNA | BNA | BNA 股票新闻 | 1,800 | +0.00% | 118.7B | — |
| CAN | CAN | CAN 股票新闻 | 22,600 | +0.00% | 115.5B | — |
| BHH | BHH | 18,800 | +0.00% | 114.6B | — | |
| SCD | SCD | SCD 股票新闻 | 14,900 | +0.00% | 114.4B | — |
| STD | STD | 5,800 | +0.00% | 110.0B | — | |
| THB | THB | 8,500 | +0.00% | 102.8B | — | |
| SNC | SNC | 21,800 | +0.00% | 99.9B | — | |
| PSL | PSL | 5,100 | +0.00% | 95.4B | — | |
| SPD | SPD | 7,600 | +0.00% | 91.2B | 270.0K | |
| CTP | CTP Group | 7,500 | +0.00% | 90.7B | — | |
| HAT | HAT | HAT 股票新闻 | 30,000 | +0.00% | 87.4B | — |
| BLT | BLT | 17,000 | +0.00% | 86.0B | — | |
| HBH | HBH | 5,500 | +0.00% | 84.8B | — | |
| SB1 | SB1 | 7,000 | +0.00% | 79.8B | — | |
| MCF | MCF | 7,300 | +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 | 7,400 | +0.00% | 71.0B | — |
| MLS | MLS | 14,000 | +0.00% | 65.6B | — | |
| BHP | BHP | 7,900 | +0.00% | 63.3B | — | |
| SBL | SBL | SBL 股票新闻 | 7,700 | +0.00% | 60.1B | — |
| AGF | AGF | 1,800 | +0.00% | 56.2B | — | |
| HAD | HAD | 12,700 | +0.00% | 53.6B | — | |
| SSN | SSN | SSN 股票新闻 | — | — | 47.5B | — |
| BSD | BSD | 17,000 | +0.00% | 45.3B | — | |
| HDS | HDS | HDS 股票新闻 | — | — | 42.9B | — |
| AGM | XNK An Giang | AGM 股票新闻 | 2,000 | +0.00% | 40.0B | — |
| UXC | UXC | 1,200 | +0.00% | 38.9B | — | |
| BTB | BTB | 4,000 | +0.00% | 36.9B | — | |
| SKN | SKN | 7,400 | +0.00% | 35.5B | — | |
| VHF | VHF | 2,100 | +0.00% | 32.2B | — | |
| BLF | BLF | 2,500 | +0.00% | 28.7B | — | |
| ICF | ICF | 1,600 | +0.00% | 23.1B | — | |
| HKB | HKB | 400,000 | +0.00% | 20.6B | — | |
| BQB | BQB | BQB 股票新闻 | 3,900 | +0.00% | 20.0B | — |
| PRO | PRO | 6,400 | +0.00% | 18.9B | — | |
| JOS | JOS | JOS 股票新闻 | 900,000 | +0.00% | 15.7B | — |
| APT | APT | 1,500 | +0.00% | 15.0B | — | |
| PCF | PCF | 2,200 | +0.00% | 9.9B | — | |
| VNH | VNH | 500,000 | +0.00% | 8.8B | — | |
| HAV | HAV | 2,300 | +0.00% | 7.9B | — | |
| CAD | CAD | 400,000 | +0.00% | 3.5B | — | |
| SST | SST | SST 股票新闻 | — | — | — | — |
VIC与VHM在10月14日合计遭外资净卖出约3050亿越南盾，拖累当日全市场外资净流出规模达到约7820亿越南盾（约3128万美元）。VN-Index同日下跌15点至1704点，胡志明交易所成交额约14万亿越南盾。外资在地产蓝筹上的集中减仓与MBB、STB、HPG等银行钢铁股的逆势吸筹形成鲜明分化，反映资金正在从高估值地产板块向低估值周期与金融板块轮动。.
MCH上周遭外资净卖出9,534亿越南盾，占越南股市整体外资净卖出额13,987亿越南盾的约68%，HDB和VJC分别以2,409亿和761亿越南盾紧随其后。这是越南股市连续第三周出现外资大规模净流出，同期越南主题ETF净流出460万美元。外资持续撤离对MCH短期流动性和估值形成压力，但SHB、PLX和VIC获得逆势净买入，显示资金在板块间重新配置。.
SSI Research 将2027年VN-Index目标设定为1,940点，假设利润同比增长10.1%，同时警告高利率和融资压力将持续，市场将呈K型分化，利好大型龙头企业。.
在投资十余年后，Masan High-Tech Materials（MSR）预计将通过2026年现金股息及与战略合作伙伴Elmet的交易，为Masan Group（MSN）贡献约3.5亿美元。.
VPB在10月13日获券商自营净买入1820亿越南盾，为当日HOSE自营净买入额最高的个股，收盘报24,400越南盾。同日TCB遭自营净卖出1150亿越南盾，外资全市场净卖出4680亿越南盾，VN-Index微跌0.09%至1719.42点。自营资金在银行股内部出现明显分化，VPB的相对强势与外资整体撤离形成对比。.
越南VN-Index连续第五个交易日下跌，收于1,719点，下跌近2点，广泛抛压抵消了VIC和VHM的上涨。流动性低迷，仅13.2万亿越南盾，外资连续第15个交易日净卖出。.
10月13日外资净卖出近4680亿越南盾，其中FPT遭净卖出最多约1070亿越南盾，HDB则以约440亿越南盾领跑净买入。.
Vietstock技术分析报告点评了10只热门股票（ACV、BSR、BVH、DPM、HDB、NLG、SAB、VHM、VCB、VJC），基于布林带、MACD和随机指标给出短期技术信号，多空不一。.
Vietcap、Mirae Asset、Yuanta和TCBS等多家券商对Masan Consumer（MCH）给予积极评价，强调其强势品牌、不断扩大的分销网络及长期增长前景。.
Masan集团预计从MSR获得约3.5亿美元资金，包括约2.25亿美元的2026年现金股息以及Elmet集团以1.25亿美元收购MSR 4.99%战略股权的款项。MSR目标2026年营收约14亿美元、税后利润2.33亿美元。.
文章介绍了Masan集团董事长阮登光，这位核物理学博士打造了涵盖方便面、鱼露和零售连锁的消费零售生态系统。MSN自2009年上市，市值超过100万亿越南盾。.
越南股市在2026年10月12日交易日遭遇外资净卖出6155亿越南盾，其中撮合交易净卖出5507亿越南盾，VN-Index下跌0.81%至1720.98点。HPG逆势获得外资净买入，与HDB、NVL同属资源、建筑与材料板块，而TCB、PNJ、FPT等银行与金融服务股遭集中抛售。外资在整体净卖出中仍对钢铁与材料板块保持选择性买入，显示其对越南基础资源板块的配置意愿未减。.
TIG（升龙投资集团，河内交易所HNX）在2026年10月5-9日当周成为地产板块资金流入焦点之一，与IDC、VC3、CEO、IDJ共同录得成交量显著放大。同期VN-Index微跌0.15%至1735点，HNX-Index下跌近2%至261.6点，但两交易所流动性均明显改善。地产与券商板块内部资金分化加剧，制造、出口和消费板块则吸引增量资金。.
PNJ在10月12日继续位列外资净卖出榜前列，单日被净卖出1050亿越南盾，收盘报18,150越南盾。外资整体净卖出5830亿越南盾，为连续第七个交易日净流出，TCB以1150亿越南盾居首。自营盘同日净买入1460亿越南盾，其中VPB获2230亿越南盾加仓，形成明显对冲。.
VPB在10月12日获券商自营净买入2230亿越南盾，为当日HOSE自营净买入额最高的个股，同期外资在全市场净卖出约6150亿越南盾。这一分化显示国内机构资金正在银行板块承接外资抛压，VPB收盘报24,400越南盾，后续走势取决于外资卖出是否放缓以及银行板块整体资金面能否持续改善。.
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: 2026-10-14T09:54:02Z.