VPI

Unknown Company

64,100
+0.00%
市值 3.2T
数据截至 2026-07-23 · 来源:越南公开市场数据

Aveluro Research Team · 编辑政策

VPI(VPI)是一家在越南上市的Real Estate公司。该股最新成交价为 64,100 越南盾,当日基本持平,市值约 3.2 万亿越南盾。

估值方面,VPI 的市盈率约为 72.0 倍,市净率约 3.6 倍。这高于Real Estate行业平均市盈率 40.4 倍。净资产收益率(ROE)为 5.0%,反映公司运用股东资本的盈利能力,高于行业平均的 3.9%。每股收益约 866 越南盾。

Aveluro 目前追踪 34 条与 VPI 相关的新闻,近期报道情绪偏负面(占比 44%)。最新的催化事件为「VPI计划出售联营公司35%股权,2026年Q1净利润骤降81%」。Aveluro 综合模型对 VPI 的评分为 6.2/10(持有),综合了新闻情绪、价格动能与基本面。

最新价格
64,100 VND · +0.00%
主要情绪
Negative · 34 已分析文章
最新催化剂
持股变动
数据截至
2026-07-23

VPI计划出售联营公司35%股权,2026年Q1净利润骤降81%

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。

6.2
持有
情绪
+0.00
影响力
0.50
动量
+0.47
基本面
-0.60
成交量
0.00
P/E
72.0
P/B
3.6
ROE
5.0%
ROA
1.8%
EPS
866
已分析文章
34
主要情绪
负面
负面 15
中性 7
多空交织 6
正面 6
完整分析 持股变动 Jul 12, 2026
VPI计划出售联营公司35%股权,2026年Q1净利润骤降81%

VPI intends to divest its entire 35% stake (965,300 shares) in associate Van Phu Trade Investment Development JSC, which will cease to be an associate post-transaction. The move comes as VPI reported Q1 2026 net profit of 26.5 billion VND, down 81.4% year-on-year, achieving only 3.7% of its full-year profit target.

7 中性
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完整分析 融资 Jun 09, 2026
VPI发行1500亿越南盾债券,利率11.5%,以股票为抵押

VPI issued a third tranche of VND 150B in bonds (VPI12603) on June 2, 2026, with a 3-year term and 11.5% interest, using VPI shares owned by related parties as collateral. The company has raised VND 480B in bonds since April 2026, increasing total bond debt to over VND 2.9 trillion as of March 31, 2026. The high coupon rate and use of equity collateral signal elevated funding costs and potential liquidity pressure.

5 中性
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完整分析 外资流向 Jun 05, 2026
越南外资净抛售57420亿盾,FPT获外资逆势买入,国内机构接盘VIC

On June 4, 2026, foreign investors net sold VND 5,742.2 billion on the Vietnamese stock market, the largest daily sell-off in recent months, but domestic institutions absorbed the entire amount with net purchases of VND 5,915.0 billion. A notable block trade saw 25.2 million VIC shares worth VND 4,997.4 billion transferred from foreign to domestic hands, signaling a major ownership shift in Vingroup.

5 中性
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完整分析 外资流向 Jun 04, 2026
外资单日净抛售近5800亿越南盾,VIC遭巨量减持,FPT逆势获买入

Foreign investors net sold a record VND 5,760 billion on June 4, 2026, with Vingroup (VIC) accounting for VND 4,900 billion of the outflow, primarily via block trades. The selling occurred despite a recovering VN-Index, highlighting concentrated foreign divestment from the real estate giant. FPT was the top net buy at VND 257 billion.

5 -4.9 负面
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完整分析 外资流向 Jun 04, 2026
外资单日净抛售近6000亿越南盾,VIC遭抛售4900亿,创纪录

Foreign investors net sold nearly VND 6,000 billion in a single session, with VIC alone accounting for VND 4,900 billion of the outflow. Domestic institutions net bought VND 5,500 billion, partially offsetting the selling. Analysts expect the foreign selling trend to continue until August or September, tied to market upgrade expectations.

5 -4.9 负面
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完整分析 战略合作 Jun 04, 2026
VPI与浙江大学建筑设计研究院战略合作,提升规划设计标准

VPI (Van Phu Real Estate) signed a strategic partnership with China's UAD, a top-tier Asian architectural design institute, to elevate its urban planning and design standards. The collaboration aims to integrate international expertise and sustainable development practices into VPI's projects, positioning the firm for long-term growth in Vietnam's evolving real estate market.

5 +5.0 正面
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完整分析 外资流向 May 25, 2026
外资净抛售2000亿越南盾,HPG、ACB、FPT遭卖出,越南股市承压

Foreign investors net sold approximately VND 2,000 billion (USD 80 million) on the Vietnamese stock market on May 25, with matched-order net selling of VND 442.6 billion. The sell-off was concentrated in Basic Resources, with HPG, ACB, and FPT among the top sold, while Food & Beverage and Banking saw net buying. Despite the foreign pressure, VN-Index rose nearly 9 points to 1,886.03, supported by large-cap stocks and low overall liquidity.

4 -4.2 负面
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完整分析 外资流向 May 22, 2026
MSB遭外资抛售1500亿越南盾,5月22日越南股市外资净流出3285亿

MSB saw the largest foreign net sell-off of VND 1,500B on May 22, contributing to a total foreign net outflow of VND 3,285B (~USD 131.4M) across the market. The sell-down pressured VN-Index down nearly 20 points to 1,877, with VIC and HPG also facing significant foreign selling.

4 -4.2 负面
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完整分析 外资流向 May 21, 2026
外资突然净抛售17000亿越南盾,VIC领跌,VN-Index失守1900点

Foreign investors unexpectedly net sold VND 1,700 billion (USD 68 million) on all three exchanges, with strong selling pressure on real estate and banking stocks, dragging the VN-Index down 16 points to 1,896.89. The sell-off was concentrated in VIC and VHM, which together accounted for over 13 points of the index decline, signaling a broad de-risking by foreign capital.

4 -4.2 负面
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完整分析 外资流向 May 13, 2026
外资净抛售1515亿越南盾,Vingroup遭重挫,国企能源股逆势大涨

Foreign investors net sold VND 1,515.5 billion (~USD 60.6 million) on May 13, 2026, with heavy selling on Vingroup stocks (VIC, VHM, VRE) and private banks. State-owned enterprises and energy stocks (GAS, BSR, PLX) rallied on privatization signals, cushioning the VN-Index decline to only 2.73 points.

4 -4.2 负面
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完整分析 外资流向 May 10, 2026
FPT遭外资抛售,越南散户逆势净买入1200亿盾,科技与地产成焦点

On May 8, 2026, retail investors net bought VND 1,221.4 billion on HOSE, with FPT and real estate stocks as top picks, while foreign investors net sold VND 900.2 billion, offloading FPT most heavily. The divergence highlights continued foreign selling pressure on Vietnam's tech leader, offset by strong domestic retail demand.

5 -5.0 负面
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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: 2026-07-23T12:36:46Z.