Real Estate
越南股票市场行业概览
由 Aveluro Research Team · 编辑政策
Real Estate板块页面追踪 124 家越南上市公司，包括 HDG, NRC, VRC, VNI。Aveluro 已分类 2814 篇相关新闻；当前板块情绪为正面，估值快照如 Avg P/E 66.2。3 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 |
|---|---|---|---|---|---|---|
| HDG ⚡ | HDG | HDG 股票新闻 | 15,000 | +0.00% | 7.8T | — |
| NRC | NRC | NRC 股票新闻 | 4,600 | +0.00% | 444.5B | — |
| VRC | VRC | 11,400 | +0.00% | 635.0B | — | |
| VNI | VNI | 6,100 | +0.00% | 71.5B | — | |
| MH3 | MH3 | 25,000 | +0.00% | 632.0B | — | |
| SCR | TTC Land | SCR 股票新闻 | 3,980 | +0.00% | 2.2T | — |
| PWA | PWA | 4,800 | +0.00% | 57.5B | — | |
| KHG | KHG | KHG 股票新闻 | 4,490 | +0.00% | 2.2T | — |
| VHD | VHD | 2,500 | +0.00% | 94.2B | — | |
| FCC | FCC | FCC 股票新闻 | 80,000 | +0.00% | 479.8B | — |
| VIC | VinGroup | VIC 股票新闻 | 241,000 | +0.00% | 1659.6T | — |
| VHM | Vinhomes | VHM 股票新闻 | 63,000 | +0.00% | 541.8T | — |
| KSF | Sunshine | KSF 股票新闻 | 70,800 | +0.00% | 69.6T | — |
| THD | THD | THD 股票新闻 | 91,200 | +0.00% | 57.7T | — |
| BCM | Becamex Group | BCM 股票新闻 | 38,400 | +0.00% | 50.4T | — |
| VRE | Vincom Retail | VRE 股票新闻 | 24,050 | +0.00% | 50.0T | — |
| NVL | Novaland | NVL 股票新闻 | 10,400 | +0.00% | 29.7T | — |
| KBC | KBC | KBC 股票新闻 | 26,000 | +0.00% | 26.9T | — |
| SSH | SSH | SSH 股票新闻 | 60,000 | +0.00% | 23.1T | — |
| KDH | KDH | KDH 股票新闻 | 13,900 | +0.00% | 21.9T | — |
| VPI | VPI | VPI 股票新闻 | 57,500 | +0.00% | 19.8T | — |
| CRV | CRV | 23,000 | +0.00% | 16.5T | — | |
| DXG | Bluemarq Group | DXG 股票新闻 | 10,100 | +0.00% | 15.3T | — |
| SJS | SJ Group | SJS 股票新闻 | 54,400 | +0.00% | 14.4T | — |
| IDC | IDICO | IDC 股票新闻 | 34,200 | +0.00% | 14.3T | — |
| PDR | PDR | PDR 股票新闻 | 11,300 | +0.00% | 13.4T | — |
| VEF | VEF | VEF 股票新闻 | 77,000 | +0.00% | 13.3T | — |
| TCH | TCH | TCH 股票新闻 | 11,850 | +0.00% | 12.3T | — |
| NLG | NLG | NLG 股票新闻 | 22,000 | +0.00% | 12.1T | — |
| SIP | SIP | SIP 股票新闻 | 48,350 | +0.00% | 12.0T | — |
| TAL | TAL | TAL 股票新闻 | 21,100 | +0.00% | 11.7T | — |
| DIG | DIC Corp | DIG 股票新闻 | 9,550 | +0.00% | 10.1T | — |
| CEO | CEO | CEO 股票新闻 | 11,100 | +0.00% | 8.3T | — |
| KOS | KOS | KOS 股票新闻 | 4,060 | +0.00% | 7.7T | — |
| RGG | Regal Group | 43,800 | +0.00% | 7.4T | — | |
| IJC | Becamex IJC | IJC 股票新闻 | 6,850 | +0.00% | 5.0T | — |
| TID | TID | TID 股票新闻 | 18,300 | +0.00% | 4.2T | — |
| DXS | DXS | DXS 股票新闻 | 4,790 | +0.00% | 4.1T | — |
| VC3 | VC3 | VC3 股票新闻 | 23,200 | +0.00% | 3.7T | — |
| SZC | SZC | SZC 股票新闻 | 19,300 | +0.00% | 3.6T | — |
| HDC | HDC | HDC 股票新闻 | 11,250 | +0.00% | 3.3T | — |
| CRE | CRE | CRE 股票新闻 | 4,510 | +0.00% | 3.2T | — |
| NTC | NTC | NTC 股票新闻 | 128,000 | +0.00% | 3.1T | — |
| QCG | QCG | QCG 股票新闻 | 10,200 | +0.00% | 3.1T | — |
| LSG | LSG | 35,500 | +0.00% | 3.0T | — | |
| PRT | PRT | PRT 股票新闻 | 10,100 | +0.00% | 2.5T | — |
| FLC | FLC | FLC 股票新闻 | 3,500 | +0.00% | 2.5T | 0 |
| SZG | SZG | SZG 股票新闻 | 33,000 | +0.00% | 2.2T | — |
| ITA | ITA | ITA 股票新闻 | — | — | 2.2T | — |
| PXL | PXL | 10,600 | +0.00% | 2.1T | — | |
| AGG | AGG | AGG 股票新闻 | 8,910 | +0.00% | 1.9T | — |
| NTL | NTL | NTL 股票新闻 | 11,800 | +0.00% | 1.8T | — |
| NBB | NBB | NBB 股票新闻 | 17,350 | +0.00% | 1.7T | — |
| VGV | VGV | 57,100 | +0.00% | 1.6T | — | |
| HQC | HQC | HQC 股票新闻 | 1,880 | +0.00% | 1.6T | — |
| LHG | LHG | LHG 股票新闻 | 26,500 | +0.00% | 1.4T | — |
| SID | SID | 9,300 | +0.00% | 1.4T | — | |
| VES | VinaLiving | 23,300 | +0.00% | 1.4T | — | |
| HPX | HPX | HPX 股票新闻 | 3,630 | +0.00% | 1.4T | — |
| BVL | BV Land | 10,800 | +0.00% | 1.4T | — | |
| SZB | SZB | SZB 股票新闻 | 45,600 | +0.00% | 1.3T | — |
| SZL | SZL | SZL 股票新闻 | 27,950 | +0.00% | 1.3T | — |
| TIG | TIG | TIG 股票新闻 | 5,100 | +0.00% | 1.2T | — |
| TIX | TANIMEX | 39,000 | +0.00% | 1.2T | — | |
| TIP | TIP | TIP 股票新闻 | 15,700 | +0.00% | 1.1T | — |
| HPI | HPI | 14,700 | +0.00% | 1.1T | — | |
| ITC | ITC | ITC 股票新闻 | 8,620 | +0.00% | 1.1T | — |
| IDV | IDV | 21,600 | +0.00% | 1.0T | — | |
| CKG | CIC | 5,100 | +0.00% | 1.0T | — | |
| DTD | DTD | 10,000 | +0.00% | 1.0T | — | |
| TDC | Becamex TDC | TDC 股票新闻 | 6,600 | +0.00% | 903.3B | — |
| FDC | FIDECO | FDC 股票新闻 | 26,000 | +0.00% | 871.0B | — |
| D2D | D2D | D2D 股票新闻 | 21,150 | +0.00% | 870.0B | — |
| TN1 | Rox Key Holdings | TN1 股票新闻 | 12,100 | +0.00% | 865.4B | — |
| SGR | SGR | SGR 股票新闻 | 9,890 | +0.00% | 856.0B | — |
| SLD | SLD | SLD 股票新闻 | 14,200 | +0.00% | 801.4B | — |
| HLD | HLD | HLD 股票新闻 | 11,600 | +0.00% | 775.5B | — |
| LDG | LDG | LDG 股票新闻 | 2,360 | +0.00% | 774.5B | — |
| NDN | NDN | NDN 股票新闻 | 7,700 | +0.00% | 759.6B | — |
| TEG | TEG | TEG 股票新闻 | 6,040 | +0.00% | 712.8B | — |
| IDJ | IDJ | IDJ 股票新闻 | 2,900 | +0.00% | 694.0B | — |
| NVT | NVT | NVT 股票新闻 | 7,900 | +0.00% | 678.8B | — |
| HTN | HTN | HTN 股票新闻 | 7,220 | +0.00% | 606.0B | — |
| API | API | 4,300 | +0.00% | 504.5B | — | |
| KAC | KAC | — | — | 504.0B | — | |
| AAV | AAV Group | AAV 股票新闻 | 5,900 | +0.00% | 470.4B | — |
| XDH | XDH | 16,200 | +0.00% | 437.8B | — | |
| TDH | TDH | TDH 股票新闻 | 2,630 | +0.00% | 410.1B | — |
| CNT | CNT | 4,700 | +0.00% | 398.8B | — | |
| FIR | FIR | 2,670 | +0.00% | 355.5B | — | |
| C21 | C21 | C21 股票新闻 | 19,400 | +14.79% | 351.9B | 100 |
| VRG | VRG | 13,300 | +0.00% | 343.4B | — | |
| MA1 | MA1 | 31,500 | +0.00% | 341.7B | — | |
| VPH | VPH | VPH 股票新闻 | 2,450 | +0.00% | 336.6B | — |
| HAR | HAR | 2,460 | +0.00% | 306.2B | — | |
| CCL | CCL | 2,980 | +0.00% | 274.0B | — | |
| LGL | Long Giang Land | 3,960 | +0.00% | 255.4B | — | |
| DRH | DRH Holdings | DRH 股票新闻 | 1,070 | +0.00% | 227.6B | — |
| HRB | HRB | HRB 股票新闻 | 21,900 | +0.00% | 215.5B | — |
| PTL | Victory Group | 1,630 | +0.00% | 200.0B | — | |
| MGR | MGROUP | 5,200 | +0.00% | 162.0B | — | |
| RCL | RCL | 11,700 | +0.00% | 161.5B | — | |
| PVL | PVL | PVL 股票新闻 | 2,100 | +0.00% | 147.3B | — |
| HD6 | HD6 | 7,100 | +0.00% | 122.6B | — | |
| LEC | LEC | 4,500 | +0.00% | 117.5B | — | |
| PIV | PIV | 6,500 | +0.00% | 102.3B | — | |
| D11 | D11 | D11 股票新闻 | 11,600 | +0.00% | 100.3B | — |
| HD2 | HD2 | 10,000 | +0.00% | 82.9B | — | |
| HD8 | HD8 | 6,400 | +0.00% | 75.0B | — | |
| DTA | DTA | DTA 股票新闻 | 3,600 | +0.00% | 69.8B | — |
| V21 | V21 | 5,000 | +0.00% | 69.6B | — | |
| PV2 | Genea Capital | 1,800 | +0.00% | 66.4B | — | |
| TBR | TBR | 5,800 | +0.00% | 63.7B | — | |
| PVR | PVR | 1,000 | +0.00% | 57.1B | — | |
| CCS | CCS | 6,500 | +0.00% | 54.6B | — | |
| EFI | EFI | 2,200 | +0.00% | 40.3B | — | |
| BSC | BSC | BSC 股票新闻 | — | — | 38.8B | — |
| MBT | MBT | 9,300 | +0.00% | 34.1B | — | |
| HU6 | HU6 | 3,900 | +0.00% | 29.2B | — | |
| LMH | LMH | 1,000 | +0.00% | 28.2B | — | |
| TV6 | EMA LAND | 5,500 | +0.00% | 27.3B | — | |
| CK8 | CK8 | CK8 股票新闻 | 9,800 | +0.00% | 16.8B | — |
| STL | STL | STL 股票新闻 | — | — | 15.0B | — |
| PXA | PXA | PXA 股票新闻 | 500,000 | +0.00% | 12.0B | — |
SEA（Seaprodex）63.38%国有股权第二次拍卖因无人登记而流拍，起拍总价逾8.5万亿越南盾，折合每股107,400越南盾，远高于市价46,500越南盾。流拍凸显SCIC定价与市场预期差距，核心资产同起街地块的开发权归属仍是长期价值关键，与NVL关联的股东动向值得跟踪。.
VN-Index在10月26-30日当周下跌逾32.5点（约1.8%），受银行和证券股拖累，而Vingroup系的VIC和VPL提供支撑。HNX-Index下跌3.8%（约10点）。.
Vingroup（VIC）2026年前九月税后利润达437000亿越南盾，接近去年同期的6倍，并已完成全年利润计划的125%。增长主要来自电动汽车与房地产两大板块，其中Vinhomes前九月销售额近219600亿越南盾，同比增长35%。SJS与KBC三季度利润同样录得数倍增长，显示越南房地产板块盈利出现分化性改善。.
DXG（Bluemarq Group）2026年第三季度税后利润仅32亿越南盾，同比骤降98%，净收入下降36%至6820亿越南盾，主要受高房贷利率抑制购房需求及公寓、土地和经纪业务收入下滑影响。同期客户预付款较年初增长46.6%至9.056万亿越南盾，为未来收入确认提供储备，但现金及经营现金流恶化值得关注。.
VIC创始人范日旺以4.36亿美元购买VinFast Vietnam股息优先股，使其对VinFast累计注资升至约51.5万亿越南盾。该笔资金被用于收购河内Vinhomes Olympic Ngoc Hoi大型都市区项目的开发商Ngoc Hoi Real Estate Investment。此举将电动车业务与地产资源进一步绑定，VIC投资者需关注关联交易与资本配置效率。.
由包括Vingroup在内的联合体承建、总投资逾20.171万亿越南盾的慈廉红河大桥项目已完成约25%合同额，全线15个工作面同时施工，目标在2027年APEC前完工。.
Vingroup投资的河内国际体育都市区项目占地超9170公顷，总投资约925.651万亿越南盾，已在三兴乡为5457户居民支付85770亿越南盾补偿款。.
VIC与VHM等797家上市公司（占77%市值）已披露2026年第三季度财报，合计税后利润同比增长35.8%，非金融板块增长65.5%成为主要驱动力。房地产板块在VHM利润大增419%带动下飙升237.3%，钢铁板块HPG增长106%，零售板块MWG增长97.4%，而信息技术板块FPT利润下降5.9%。外资当日净卖出6415亿越南盾，市场分化格局下需关注金融板块增速放缓至2.6%及银行拨备压力。.
越南股市外资在周末交易日净卖出6415亿越南盾，其中撮合交易净卖出6399亿越南盾，卖压集中于房地产与银行板块。VHM逆势获外资净买入并上涨1.45%，但VN-Index仍受银行和大盘股拖累下跌0.80%至1741.62点。外资结构性调仓迹象明显，短期指数承压与个股分化并存。.
Novaland（NVL）关联方在10月底至11月密集交易：NovaGroup被券商强制卖出78万股、持股降至21.92%，并计划再减持310万股；Diamond Properties则以协议方式买入700万股。与此同时，包括总经理在内的多名高管登记大额卖出，而董事长胞妹登记买入3000万股，内部人方向明显分化。.
Becamex Group（BCM）计划在2026年第四季度向胡志明市-土龙木-真城高速公路股份公司追加注资近3755亿越南盾，维持49%持股比例，合资公司注册资本从1000亿越南盾增至8662亿越南盾。此举对应总投资约17.4万亿越南盾的PPP高速项目一期，Becamex IJC（IJC）作为创始股东之一同步参与。.
Novaland（NVL）2026年前9个月税后利润超28,730亿盾，达全年计划的155%，第三季度单季利润超1,102亿盾。Aqua City于10月31日正式重启销售，叠加800,689,324股增发计划，公司重组与去杠杆进程进入关键执行期。.
Sunshine Group（KSF）2026年前9月税前利润超5.9万亿越南盾，合并总资产近121万亿越南盾，所有者权益较年初增长约17%。客户预付款较年初增加逾7.5万亿越南盾至逾32万亿越南盾，主要来自Noble Palace Tay Thang Long等核心项目，为后续交付与收入确认提供资金支撑。.
VPI（Văn Phú Invest）2026年前9月净营收12844亿越南盾、同比增56%，税后利润2210亿越南盾，毛利率由34.6%升至37.5%。增长主要来自Vlasta Thủy Nguyên与TT39-40 Văn Phú交付，以及Vlasta Premier Phú Thuận录得12630亿越南盾销售额；合同负债与存货同步走高，后续去化节奏是验证盈利质量的关键。.
FPT在10月最后一周被外资净卖出7820亿越南盾，为全市场最高，股价收于52,700越南盾。当周外资整体净卖出26920亿越南盾（约1.077亿美元），VPL与VIC分别净卖出3530亿和2870亿盾。MSN、VCB、TCB位列净买入前三，显示外资在科技与地产承压的同时回补部分消费与银行仓位。.
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: 2026-10-31T19:22:43Z.