Utilities
越南股票市场行业概览
由 Aveluro Research Team · 编辑政策
Utilities板块页面追踪 127 家越南上市公司，包括 DNN, ANI, BNW, PMG。Aveluro 已分类 613 篇相关新闻；当前板块情绪为正面，估值快照如 Avg P/E 12.7。4 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 |
|---|---|---|---|---|---|---|
| DNN | DNN | 41,600 | +0.00% | 649.2B | — | |
| ANI | ANI | 47,000 | +0.00% | 933.6B | — | |
| BNW | BNW | 18,000 | +0.00% | 976.3B | — | |
| PMG | PMG | 5,600 | +0.00% | 288.2B | — | |
| NTW | NTW | 16,000 | +0.00% | 230.0B | — | |
| SMA | SMA | 7,500 | +0.00% | 154.7B | — | |
| HJS | HJS | 26,600 | +0.00% | 606.9B | — | |
| UPC | UPC | UPC 股票新闻 | 22,900 | +0.00% | 76.8B | — |
| ND2 | ND2 | ND2 股票新闻 | 33,400 | +0.00% | 1.7T | — |
| KHW | KHW | KHW 股票新闻 | 26,000 | +0.00% | 911.6B | — |
| GAS | PV Gas | GAS 股票新闻 | 78,000 | +0.00% | 183.9T | — |
| POW | POW | POW 股票新闻 | 12,200 | +0.00% | 42.6T | — |
| REE | REE | REE 股票新闻 | 45,400 | +0.00% | 28.8T | — |
| PGV | PGV | PGV 股票新闻 | 20,550 | +0.00% | 25.0T | — |
| DNH | DNH | DNH 股票新闻 | 53,000 | +0.00% | 20.7T | — |
| VSH | VSH | VSH 股票新闻 | 41,500 | +0.00% | 10.0T | — |
| BWE | BWE | BWE 股票新闻 | 42,800 | +0.00% | 9.9T | — |
| DTK | Vinacomin Power | 10,800 | +0.00% | 7.5T | — | |
| TDM | TDM | 58,600 | +0.00% | 7.5T | — | |
| NT2 | NT2 | NT2 股票新闻 | 22,500 | +0.00% | 6.2T | — |
| HNA | HNA | HNA 股票新闻 | 21,000 | +0.00% | 5.1T | — |
| GEG | GEG | GEG 股票新闻 | 11,700 | +0.00% | 4.9T | — |
| SBH | SBH | SBH 股票新闻 | 37,000 | +0.00% | 4.9T | — |
| HND | HND | HND 股票新闻 | 8,700 | +0.00% | 4.8T | — |
| CHP | CHP | 26,150 | +0.00% | 4.3T | — | |
| DNW | DNW | 29,000 | +0.00% | 4.0T | — | |
| SHP | SHP | SHP 股票新闻 | 31,500 | +0.00% | 3.3T | — |
| BWS | BWS | 29,100 | +0.00% | 3.3T | — | |
| TMP | TMP | TMP 股票新闻 | 49,000 | +0.00% | 3.3T | — |
| AVC | AVC | 36,600 | +0.00% | 3.1T | — | |
| PPC | PPC | 8,730 | +0.00% | 2.9T | — | |
| PGS | PGS | PGS 股票新闻 | 78,900 | +0.00% | 2.6T | — |
| VPD | VPD | VPD 股票新闻 | 20,750 | +0.00% | 2.3T | — |
| PGD | PV GAS D | PGD 股票新闻 | 20,900 | +0.00% | 2.3T | — |
| LDW | LDW | 16,000 | +0.00% | 2.2T | — | |
| TTA | TTA | 10,500 | +0.00% | 2.1T | — | |
| BGE | BCG Energy | 2,700 | +0.00% | 2.0T | — | |
| TBC | TBC | 30,300 | +0.00% | 2.0T | — | |
| VCP | VCP | 26,400 | +0.00% | 1.9T | — | |
| PMW | PMW | 31,600 | +0.00% | 1.7T | — | |
| HPW | HPW | 22,500 | +0.00% | 1.7T | — | |
| VAV | VIWACO | 30,000 | +0.00% | 1.7T | — | |
| SBA | SBA | SBA 股票新闻 | 23,600 | +0.00% | 1.6T | — |
| TLP | TLP | 6,600 | +0.00% | 1.5T | — | |
| BHA | BHA | 20,600 | +0.00% | 1.5T | — | |
| SBM | SBM | 31,500 | +0.00% | 1.4T | — | |
| S4A | S4A | 32,500 | +0.00% | 1.4T | — | |
| BSA | BSA | 19,800 | +0.00% | 1.4T | — | |
| DNA | DNA | 24,000 | +0.00% | 1.4T | — | |
| SEB | SEB | 40,000 | +0.00% | 1.3T | — | |
| HWS | HWS | 14,600 | +0.00% | 1.3T | — | |
| GHC | GHC | 23,000 | +0.00% | 1.2T | — | |
| VLW | VLW | 28,500 | +0.00% | 1.1T | — | |
| ISH | ISH | 21,900 | +0.00% | 1.1T | — | |
| SII | SII | SII 股票新闻 | 12,100 | +0.00% | 1.0T | — |
| SJD | SJD | 14,150 | +0.00% | 966.0B | — | |
| PEG | PETEC | 3,900 | +0.00% | 920.8B | — | |
| GSM | GSM | GSM 股票新闻 | 23,000 | +0.00% | 847.9B | — |
| CNG | CNG | 19,000 | +0.00% | 751.1B | — | |
| PGC | Gas Petrolimex | 14,650 | +0.00% | 736.1B | — | |
| CTW | CTW | 20,000 | +0.00% | 700.0B | — | |
| QPH | QPH | 31,000 | +0.00% | 619.4B | — | |
| KHP | KHP | 9,450 | +0.00% | 609.8B | — | |
| HTC | HTC | 35,000 | +0.00% | 608.8B | — | |
| BTW | BTW | 59,400 | +0.00% | 574.7B | — | |
| NTH | NTH | NTH 股票新闻 | 48,900 | +0.00% | 572.5B | — |
| NQN | NQN | 10,100 | +0.00% | 559.1B | — | |
| NVP | NVP | 10,000 | +0.00% | 559.1B | — | |
| NNT | NNT | 23,500 | +0.00% | 551.9B | — | |
| PWS | PWS | 12,500 | +0.00% | 548.6B | — | |
| HDW | HDW | 16,900 | +0.00% | 532.9B | — | |
| PIC | PIC | 14,200 | +0.00% | 506.8B | — | |
| DNC | DNC | DNC 股票新闻 | 37,000 | +0.00% | 501.7B | — |
| POB | POB | 50,000 | +0.00% | 501.4B | — | |
| CLW | CLW | 48,000 | +0.00% | 501.1B | — | |
| BTP | BTP | 6,600 | +0.00% | 494.2B | — | |
| SP2 | SP2 | 25,000 | +0.00% | 482.1B | — | |
| UIC | UIC | 58,500 | +0.00% | 481.4B | — | |
| CCI | CIDICO | CCI 股票新闻 | 17,100 | +0.00% | 442.0B | — |
| NBT | NBT | 13,800 | +0.00% | 423.4B | — | |
| DRL | DRL | DRL 股票新闻 | 40,400 | +0.00% | 418.0B | — |
| TDW | TDW | TDW 股票新闻 | 48,000 | +0.00% | 407.6B | — |
| NBW | NBW | NBW 股票新闻 | 33,600 | +0.00% | 364.1B | — |
| DWS | DWS | 12,500 | +0.00% | 360.3B | — | |
| ASP | ASP | 14,500 | +0.00% | 342.0B | — | |
| QNW | QNW | 19,400 | +0.00% | 342.0B | — | |
| LAW | LAW | 22,300 | +0.00% | 340.4B | — | |
| BDW | BDW | 24,000 | +0.00% | 331.4B | — | |
| TDB | TDB | 38,900 | +0.00% | 314.4B | — | |
| PPT | Petro Times | PPT 股票新闻 | 6,000 | +0.00% | 302.5B | — |
| HIO | Helio Energy | HIO 股票新闻 | 11,300 | +0.00% | 298.2B | — |
| BGW | BGW | 16,000 | +0.00% | 290.4B | — | |
| PJC | PJC | 30,000 | +0.00% | 282.1B | — | |
| NAW | NAW | 7,400 | +0.00% | 279.1B | — | |
| CHS | CHS | 10,800 | +0.00% | 278.3B | — | |
| TOW | TOW | TOW 股票新闻 | 33,000 | +0.00% | 259.3B | — |
| XMP | XMP | 14,800 | +0.00% | 238.5B | — | |
| PJS | PJS | 25,800 | +0.00% | 228.2B | — | |
| PVG | PVG | 5,600 | +0.00% | 224.0B | — | |
| TNW | TNW | 16,600 | +0.00% | 216.0B | — | |
| CMW | CMW | 12,000 | +0.00% | 202.0B | — | |
| SFC | SFC | 18,200 | +0.00% | 186.3B | — | |
| THN | THN | THN 股票新闻 | 8,900 | +0.00% | 174.9B | — |
| NSL | NSL | 15,500 | +0.00% | 135.0B | — | |
| HPD | HPD | 16,200 | +0.00% | 133.6B | — | |
| BMF | BMF | 7,300 | +0.00% | 120.4B | — | |
| DVC | DVC | 8,600 | +0.00% | 111.2B | — | |
| MTG | MTGAS | MTG 股票新闻 | 9,200 | +0.00% | 106.6B | — |
| PTX | PTX | 22,200 | +0.00% | 101.0B | — | |
| NBP | NBP | 7,000 | +0.00% | 96.5B | — | |
| DDG | DDG | 600,000 | +0.00% | 92.3B | — | |
| LKW | LKW | 29,100 | +0.00% | 90.0B | — | |
| PPY | PPY | 6,600 | +0.00% | 87.8B | — | |
| TMC | TMC | 6,800 | +0.00% | 86.8B | — | |
| THW | THW | 17,700 | +0.00% | 86.3B | — | |
| TAW | TAW | 21,300 | +0.00% | 81.0B | — | |
| POV | POV | 7,000 | +0.00% | 79.9B | — | |
| VWS | VWS | 19,000 | +0.00% | 75.6B | — | |
| TDG | TDG | 2,110 | +0.00% | 56.7B | — | |
| PCG | PCG | 5,900 | +0.00% | 50.9B | — | |
| PND | PND | 7,500 | +0.00% | 46.7B | — | |
| PTH | PTH | 12,000 | +31.87% | 42.0B | 500 | |
| DMS | DMS | 9,000 | +0.00% | 36.0B | 200 | |
| BWA | BWA | 10,700 | +0.00% | 29.7B | — | |
| GCB | GCB | 4,200 | +0.00% | 27.9B | — | |
| VMG | Vimexco Gas | 2,100 | +0.00% | 25.0B | — | |
| GE2 | GE2 | — | — | — | — |
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。.
BSR公布2026年第三季度税前利润10,072亿越南盾，同比增长858%，前九个月累计27,998亿越南盾、增幅1,018%，为越南油气板块中增速最高的标的之一。同一披露批次中GAS与PGV分别增长80%和778%，而HVN与EIB同比下滑46%和67%，显示各行业盈利修复节奏明显分化。.
VIC在10月30日遭外资净卖出3536.8亿越南盾，带动HOSE外资净流出6337.4亿越南盾（约2535万美元），VN-Index收跌0.8%至1741.62点。外资连续净卖出且集中于地产与银行权重股，短期对VIC及VN-Index构成流动性压力，但公用事业板块逆势上涨显示资金仍在内部轮动。.
越南股市普遍下跌，VN-Index跌0.8%，VN30跌1.18%，主要受银行股拖累，VN30中13只银行股全部下跌，28只银行股中有20只跌幅超过1%。VIC、VHM、GAS等蓝筹股回升支撑指数，但市场广度疲弱，胡志明市交易所253只股票下跌，100只跌幅超过2%。.
流动性枯竭导致VN-Index大幅下跌，VIC和VHM等蓝筹股拖累指数下跌近14点；外资在胡志明市交易所转为净卖出。.
VSH批准2026年第二次现金分红，比例10%（每股1,000越南盾），股权登记日2026年11月16日，支付日11月30日，总额约2,362亿越南盾。尽管第三季度净利润因El Nino导致水量减少而同比下降42.8%至1,208亿越南盾，公司前九个月税后利润仍超全年计划7.6%。大股东REE（持股52.58%）和PGV（持股30.55%）将分别获得约1,242亿和722亿越南盾分红。.
REE（HoSE: REE）2026年第三季度营收达3.27万亿越南盾，同比增长28%，创历史新高；税后利润近9260亿越南盾，同比增长12%。增长主要由机电板块驱动，该板块利润增加480亿越南盾，而房地产板块营收下降7%、利润下降13%。前九个月累计税后利润2.647万亿越南盾，完成全年计划的76%。.
越南副总理阮文胜要求EVN在2026年11月1日至2027年3月31日期间下调平均零售电价，并责成财政部审查将汽油特别消费税降至0%的可行性。POW作为HOSE上市的电力企业，其售电价格与燃料成本结构将直接受到电价下调与汽油税调整的双重影响，政策落地节奏取决于EVN方案与财政部在2026年11月1日前的报批进度。.
Petro Times（HNX: PPT）在10月20日至26日连续五个交易日跌停，公司已发布解释文件。10月29日外资与自营盘合计净卖出近825亿越南盾，其中外资净卖出约3,300万美元，抛压集中于流动性偏薄的小盘股。对持有PPT的投资者而言，需重点跟踪公司解释文件的实质内容与后续外资流向是否企稳。.
HPG在10月29日上涨2.17%，成为外资净买入额最高的股票之一，而当日外资在HOSE整体净卖出4299亿盾，VN-Index下跌0.62%至1755.61点。钢铁板块与外资对HPG的偏好形成对冲，但房地产、能源和部分大盘股的抛压仍主导指数方向。.
Petro Times (PPT) 在公布2026年第三季度净亏损超221亿越南盾后，股价连续8个交易日跌停，累计跌幅达56%，市值缩水至约1300亿越南盾。尽管前三季度累计利润仍同比增长，但单季转亏及资产处置损失暴露经营压力，HNX已要求公司说明情况。.
GMD与REE通过旗下实体入选VIFC-HCMC首批成员，Gemadept Holdings承诺动员1亿美元用于海事数据与船舶租赁服务，REE Energy Finance承诺2亿美元投向可再生能源。该框架为两家HOSE上市公司提供新的资本动员渠道，但资金落地节奏与项目执行仍是关键变量。.
10月29日券商自营在胡志明交易所净卖出2860亿越南盾，其中TCB净卖出890亿越南盾居首，外资全市场净卖出4300亿越南盾。VN-Index下跌11.04点（-0.62%）至1755.61点。.
PVT于10月29日跌停至21,300越南盾，PVP与PPT同步跌停，此前PVT自7月底至10月初累计上涨近60%，获利了结压力集中释放。油气板块全线走弱拖累VN-Index下跌0.62%至1,755.61点，外资净卖出逾4,300亿越南盾，市场广度明显偏空。.
PVT在HOSE触及跌停价21,300越南盾，成交逾2100万股，GAS与BSR合计拖累VN-Index。触发因素为布伦特原油回落至114美元/桶及国家将保留Petrovietnam 100%股权的消息，外资当日净卖出逾4500亿越南盾，为连续第五个交易日撤出。油气板块短期面临油价与股权结构双重不确定性，而HPG因三季度业绩向好逆势上涨逾2%，显示资金在板块间重新配置。.
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: 2026-10-31T04:42:39Z.