HVN

Vietnam Airlines

21,500
+0.00%
市值 76.7T
数据截至 2026-07-23 · 来源:越南公开市场数据

Aveluro Research Team · 编辑政策

Vietnam Airlines(HVN)是一家在越南上市的Travel & Leisure公司,挂牌于HOSE。该股最新成交价为 21,500 越南盾,当日基本持平,市值约 76.7 万亿越南盾。

估值方面,HVN 的市盈率约为 9.2 倍,市净率约 7.0 倍。这低于Travel & Leisure行业平均市盈率 18.5 倍。净资产收益率(ROE)为 76.9%,反映公司运用股东资本的盈利能力,高于行业平均的 22.8%。每股收益约 2,775 越南盾。

Aveluro 目前追踪 82 条与 HVN 相关的新闻,近期报道情绪偏正面(占比 55%)。最新的催化事件为「外资净抛售近1000亿越南盾,FPT、PNJ、SSI遭大幅减持」。Aveluro 综合模型对 HVN 的评分为 5.8/10(持有),综合了新闻情绪、价格动能与基本面。

最新价格
21,500 VND · +0.00%
主要情绪
Positive · 82 已分析文章
最新催化剂
外资流向
流动性
10日平均成交量 1.3M
数据截至
2026-07-23

外资净抛售近1000亿越南盾,FPT、PNJ、SSI遭大幅减持

提示: 不构成投资建议。 · Aveluro 如何计算: Aveluro 结合提取的事件事实、来源可信度、股票背景和市场数据。评分是确定性研究信号,并非投资建议。

5.8
持有
情绪
+0.00
影响力
0.25
动量
-0.97
基本面
+1.00
成交量
0.19
10日平均成交量
1.3M
市值
₫76.7T
P/E
9.2
P/B
7.0
ROE
76.9%
ROA
10.9%
EPS
2.8K
已分析文章
82
主要情绪
正面
正面 45
负面 19
多空交织 13
中性 5
完整分析 外资流向 Jul 16, 2026
外资净抛售近1000亿越南盾,FPT、PNJ、SSI遭大幅减持

Foreign investors net sold nearly VND 1,000 billion on July 15, 2026, with the heaviest selling in FPT, PNJ, SSI, VIC, and TCB. The VN-Index dropped 24.51 points to 1,782.12, while retail investors absorbed the selling. The outflow underscores persistent foreign caution ahead of Q2 earnings and geopolitical risks.

5 -5.0 负面
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完整分析 监管变化 Jul 14, 2026
越南航空财务复苏,HOSE解除HVN股票交易限制

HVN shares exit restricted trading on HOSE after Vietnam Airlines posts positive equity and improved cash flow, a milestone for its restructuring. The airline is proceeding with a second-phase rights issue of up to VND 13,000B to fund fleet modernization and airport infrastructure projects.

7 +7.0 正面
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完整分析 监管变化 Jul 13, 2026
越南航空HVN股票解除交易限制,逾2.7万股东受益

HVN shares will be removed from restricted trading status starting July 14, 2026, allowing full-session trading and improved liquidity for over 27,000 shareholders. The move follows two consecutive profitable years and a return to positive equity, though accumulated losses remain.

7 +7.0 正面
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完整分析 监管变化 Jul 12, 2026
越南航空HVN股票解除交易限制,7月14日起恢复正常交易

HVN shares will be removed from restricted trading on July 14 after Vietnam Airlines posted two consecutive years of profit and turned equity positive. The stock remains under warning due to accumulated losses of VND 26,686B, which management expects to clear by 2030-2032. The move improves liquidity but does not fully resolve the carrier's financial overhang.

7 +7.0 正面
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完整分析 监管变化 Jul 11, 2026
越南航空HVN股票7月14日起解除交易限制并转警告状态

HVN shares will be removed from restricted trading and reclassified from controlled to warning status on July 14, following HoSE decisions based on improved equity and net profit. The airline reported Q1 2026 net profit of VND 4,514 billion (+29.4% YoY), though accumulated losses remain above VND 22,300 billion.

7 +7.0 正面
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完整分析 监管变化 Jul 10, 2026
越南航空HVN股票7月14日起解除交易限制,27,203名股东迎来利好

HVN shares will be removed from restricted trading on July 14, 2026, and downgraded from controlled to warning status, following two consecutive years of profit and positive equity. The move improves liquidity for 27,203 shareholders, though accumulated losses of VND 26,686 billion remain.

7 +7.0 正面
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完整分析 外资流向 Jul 10, 2026
外资逆势净买入近1400亿越南盾,VIC领涨,银行遭抛售

Foreign investors unexpectedly net bought nearly VND 1,400 billion (~$55.4 million) on HOSE on July 10, 2026, with strong buying in Real Estate and Food & Beverage stocks, notably VIC and VNM, while selling Banking stocks. The VN-Index fell 12.36 points to 1,828.34 amid low liquidity, but foreign buying provided a partial offset.

4 多空交织
阅读完整分析 →
完整分析 上调业绩指引 Jun 28, 2026
越南航空HVN设定2026年盈利目标510亿越南盾,应对燃油成本飙升

HVN targets 2026 net profit of VND 510B and revenue of VND 138,899B (+12%), despite jet fuel costs rising 48% YoY, which could add VND 11,900B in expenses. The airline remains optimistic on international passenger growth, targeting 9.8 million international passengers (+13.4%).

6 多空交织
阅读完整分析 →
完整分析 行业情绪 Jun 27, 2026
越南航空业竞相扩张机队:HVN、VJC受益于旅游需求复苏与燃油成本下降

Vietnamese carriers including Vietnam Airlines (HVN), Vietjet (VJC), Vietravel Airlines, and Sun PhuQuoc Airways are aggressively expanding fleets to capture rebounding travel demand. Passenger traffic at Vietnam's airports rose over 10% in the first five months of the year, while easing fuel costs support capacity growth. The expansion addresses prior aircraft shortages and positions the sector for long-term growth targets of 7.5-8.5% annual passenger growth.

4 +4.0 正面
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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: 2026-07-23T13:22:26Z.