{"id":5705,"date":"2019-07-26T07:47:01","date_gmt":"2019-07-26T04:47:01","guid":{"rendered":"https:\/\/super-news.info\/vi\/tu-cao-su-den-khu-cong-nghiep\/"},"modified":"2019-07-26T07:47:02","modified_gmt":"2019-07-26T04:47:02","slug":"tu-cao-su-den-khu-cong-nghiep","status":"publish","type":"post","link":"https:\/\/super-news.info\/vi\/tu-cao-su-den-khu-cong-nghiep\/","title":{"rendered":"T\u1eeb cao su \u0111\u1ebfn khu c\u00f4ng nghi\u1ec7p"},"content":{"rendered":"

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Nh\u1eefng n\u0103m g\u1ea7n \u0111\u00e2y, CTCP Cao su Ph\u01b0\u1edbc H\u00f2a (HoSE: PHR) tr\u1edf th\u00e0nh m\u1ed9t kho\u1ea3n \u0111\u1ea7u t\u01b0 gi\u00e1 tr\u1ecb v\u1edbi nhi\u1ec1u nh\u00e0 \u0111\u1ea7u t\u01b0. C\u1ed5 phi\u1ebfu doanh nghi\u1ec7p v\u1eabn li\u00ean t\u1ee5c t\u00ecm \u0111\u1ec9nh m\u1edbi b\u1ea5t ch\u1ea5p th\u1ecb tr\u01b0\u1eddng chung bi\u1ebfn \u0111\u1ed9ng kh\u00f3 l\u01b0\u1eddng.<\/p>\n

V\u1edbi gi\u00e1 v\u1ed1n kho\u1ea3ng 10.000 \u0111\u1ed3ng\/cp v\u00e0o 3 n\u0103m tr\u01b0\u1edbc, nh\u1eefng c\u1ed5 \u0111\u00f4ng l\u00e2u n\u0103m c\u1ee7a Ph\u01b0\u1edbc H\u00f2a \u0111\u1ebfn nay c\u00f3 th\u1ec3 nh\u1eadn \u0111\u01b0\u01a1c gi\u00e1 tr\u1ecb g\u1ea5p 7 l\u1ea7n khi c\u1ed5 phi\u1ebfu xoay quanh v\u00f9ng 70.000 \u0111\u1ed3ng\/cp.<\/p>\n

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Gi\u00e1 c\u1ed5 phi\u1ebfu PHR trong 3 n\u0103m. Ngu\u1ed3n VnDirect.<\/p>\n<\/div>\n<\/div>\n

S\u1ef1 chuy\u1ec3n bi\u1ebfn t\u00edch c\u1ef1c c\u1ee7a th\u1ecb gi\u00e1 c\u1ed5 phi\u1ebfu th\u01b0\u1eddng \u0111i k\u00e8m v\u1edbi c\u00e2u chuy\u1ec7n kinh doanh. V\u1edbi Ph\u01b0\u1edbc H\u00f2a, c\u00f4ng ty kh\u00f4ng ch\u1ec9 l\u00e0 \u0111\u01a1n v\u1ecb m\u1ea1nh trong ng\u00e0nh cao su m\u00e0 c\u0169ng ti\u00ean phong trong vi\u1ec7c \u0111\u1ea7u t\u01b0 m\u1ea3ng khu c\u00f4ng nghi\u1ec7p h\u00ecnh th\u00e0nh tr\u00ean \u0111\u1ea5t cao su.<\/p>\n

Cao su v\u1eabn g\u1eb7p kh\u00f3<\/strong><\/p>\n

Ti\u1ec1n th\u00e2n l\u00e0 \u0111\u1ed3n \u0111i\u1ec1n cao su sau ng\u00e0y gi\u1ea3i ph\u00f2ng, Cao su Ph\u01b0\u1edbc H\u00f2a ch\u00ednh th\u1ee9c \u0111\u01b0\u1ee3c th\u00e0nh l\u1eadp n\u0103m 1982. \u0110\u1ebfn n\u0103m 2008, Ph\u01b0\u1edbc H\u00f2a chuy\u1ec3n \u0111\u1ed5i th\u00e0nh m\u00f4 h\u00ecnh c\u00f4ng ty c\u1ed5 ph\u1ea7n v\u00e0 l\u00e0 doanh nghi\u1ec7p tr\u1ef1c thu\u1ed9c T\u1eadp \u0111o\u00e0n C\u00f4ng nghi\u1ec7p Cao su Vi\u1ec7t Nam (UPCoM: GVR).<\/p>\n

N\u1eb1m t\u1ea1i trung t\u00e2m v\u00f9ng chuy\u00ean canh cao su c\u1ee7a khu v\u1ef1c \u0110\u00f4ng Nam B\u1ed9, Ph\u01b0\u1edbc H\u00f2a l\u00e0 m\u1ed9t trong c\u00e1c \u0111\u01a1n v\u1ecb c\u00f3 di\u1ec7n t\u00edch l\u1edbn trong ng\u00e0nh cao su v\u1edbi kho\u1ea3ng 17.000ha trong n\u01b0\u1edbc v\u00e0 h\u01a1n 9.000ha t\u1ea1i Campuchia.<\/p>\n

Ph\u01b0\u1edbc H\u00f2a nhi\u1ec1u n\u0103m li\u00ean n\u1eb1m trong c\u00e2u l\u1ea1c b\u1ed9 c\u00f3 n\u0103ng su\u1ea5t b\u00ecnh qu\u00e2n \u0111\u1ea1t tr\u00ean 2 t\u1ea5n\/ha thu\u1ed9c GVR, c\u0169ng nh\u01b0 duy tr\u00ec s\u1ea3n l\u01b0\u1ee3ng khai th\u00e1c, thu mua tr\u00ean 10.000 t\u1ea5n m\u1ed7i n\u0103m. Ri\u00eang n\u0103m 2018, Ph\u01b0\u1edbc H\u00f2a khai th\u00e1c \u0111\u01b0\u1ee3c h\u01a1n 13.000 t\u1ea5n v\u00e0 thu mua g\u1ea7n 20.000 t\u1ea5n m\u1ee7 quy kh\u00f4.<\/p>\n

M\u1ea3ng cao su d\u00f9 chi\u1ebfm ph\u1ea7n l\u1edbn doanh thu (kho\u1ea3ng 75%) \u0111ang d\u1ea7n tr\u1edf n\u00ean kh\u00f3 kh\u0103n v\u1edbi Ph\u01b0\u1edbc H\u00f2a khi di\u1ec5n bi\u1ebfn gi\u00e1 \u1edf m\u1ee9c th\u1ea5p v\u00e0i n\u0103m g\u1ea7n \u0111\u00e2y. \u0110\u00e2y c\u0169ng l\u00e0 t\u00ecnh tr\u1ea1ng kh\u00f3 kh\u0103n chung c\u1ee7a nhi\u1ec1u doanh nghi\u1ec7p trong ng\u00e0nh.<\/p>\n

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\"Ph\u01b0\u1edbc<\/div>\n
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Gi\u00e1 cao su th\u1ebf gi\u1edbi t\u1eeb 2011 \u0111\u1ebfn nay. Ngu\u1ed3n Trading Economics.<\/p>\n<\/div>\n<\/div>\n

L\u00e0 \u0111\u01a1n v\u1ecb kinh doanh thu\u1ea7n cao su thi\u00ean nhi\u1ec7n, Ph\u01b0\u1edbc H\u00f2a kh\u00f4ng ch\u1ec9 ch\u1ecbu \u1ea3nh h\u01b0\u1edfng l\u1edbn b\u1edfi y\u1ebfu t\u1ed1 gi\u00e1 b\u00e1n gi\u1ea3m s\u00e2u. Doanh nghi\u1ec7p c\u00f2n \u0111\u1ed1i m\u1eb7t v\u1edbi c\u00e1c r\u1ee7i ro v\u1ec1 th\u1eddi ti\u1ebft th\u1ea5t th\u01b0\u1eddng \u0111\u1ea7u n\u0103m n\u1eafng n\u00f3ng, cu\u1ed1i n\u0103m m\u01b0a nhi\u1ec1u; r\u1ee7i ro v\u1ec1 lao \u0111\u1ed9ng khi c\u00f4ng ty c\u00f3 g\u1ea7n 500 ng\u01b0\u1eddi ngh\u1ec9 vi\u1ec7c n\u0103m 2018; t\u1ef7 l\u1ec7 v\u01b0\u1eddn c\u00e2y gi\u00e0 (tr\u00ean 20 n\u0103m) chi\u1ebfm tr\u00ean 50%…<\/p>\n

V\u1edbi nhi\u1ec1u bi\u1ebfn s\u1ed1 l\u1edbn, doanh thu c\u1ee7a Ph\u01b0\u1edbc H\u00f2a t\u1ecf ra thi\u1ebfu \u1ed5n \u0111\u1ecbnh nh\u01b0ng v\u1eabn c\u00f9ng chi\u1ec1u v\u1edbi gi\u00e1 cao su. T\u1eeb m\u1ee9c \u0111\u1ec9nh g\u1ea7n 2.600 t\u1ef7 n\u0103m 2011, doanh thu t\u1eeb ho\u1ea1t \u0111\u1ed9ng kinh doanh ch\u00ednh hi\u1ec7n ch\u1ec9 quanh 1.600 t\u1ef7 \u0111\u1ed3ng.<\/p>\n

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\"Ph\u01b0\u1edbc<\/div>\n<\/div>\n

Th\u1eeba nh\u1eadn nh\u1eefng kh\u00f3 kh\u0103n c\u1ee7a m\u1ea3ng cao su, Ph\u01b0\u1edbc H\u00f2a \u0111\u1ec1 ra k\u1ebf ho\u1ea1ch l\u00e3i kho\u1ea3ng 6 tri\u1ec7u \u0111\u1ed3ng\/ha trong n\u0103m 2019, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng kho\u1ea3ng 75 t\u1ef7 \u0111\u1ed3ng cho m\u1ea3ng cao su. Tuy nhi\u00ean, doanh nghi\u1ec7p v\u1eabn \u0111\u1eb7t ch\u1ec9 ti\u00eau l\u1ee3i nhu\u1eadn c\u1ea3 n\u0103m t\u0103ng 60% l\u00ean 997 t\u1ef7 \u0111\u1ed3ng nh\u1edd ngu\u1ed3n thu l\u1edbn t\u1eeb tho\u00e1i v\u1ed1n, thanh l\u00fd t\u00e0i s\u1ea3n, b\u00e0n giao \u0111\u1ea5t.<\/p>\n

Chuy\u1ec3n h\u01b0\u1edbng sang khu c\u00f4ng nghi\u1ec7p<\/strong><\/p>\n

T\u1eeb m\u1ed9t c\u00f4ng ty chuy\u00ean v\u1ec1 cao su thi\u00ean nhi\u00ean, Ph\u01b0\u1edbc H\u00f2a ng\u00e0y c\u00e0ng \u0111a d\u1ea1ng c\u00e1c ngu\u1ed3n thu m\u1edbi nh\u01b0 kinh doanh g\u1ed7 cao su, thanh l\u00fd v\u01b0\u1eddn c\u00e2y gi\u00e0, th\u1ee7y \u0111i\u1ec7n\u2026 \u0111\u1eb7c bi\u1ec7t l\u00e0 kinh doanh h\u1ea1 t\u1ea7ng khu c\u00f4ng nghi\u1ec7p (KCN).<\/p>\n

Hi\u1ec7n Ph\u01b0\u1edbc H\u00f2a g\u00f3p 80% v\u1ed1n v\u00e0o KCN T\u00e2n B\u00ecnh v\u1edbi di\u1ec7n t\u00edch th\u01b0\u01a1ng ph\u1ea9m h\u01a1n 240ha. \u0110\u00e2y l\u00e0 doanh nghi\u1ec7p ho\u1ea1t \u0111\u1ed9ng r\u1ea5t hi\u1ec7u qu\u1ea3 v\u1edbi l\u1ee3i nhu\u1eadn n\u0103m 2018 t\u0103ng 245% \u0111\u1ea1t 66 t\u1ef7 \u0111\u1ed3ng, \u0111\u00e3 g\u1ea7n l\u1ea5p \u0111\u1ea7y. T\u00e2n B\u00ecnh c\u00f3 ch\u1ee7 tr\u01b0\u01a1ng m\u1edf r\u1ed9ng giai \u0111o\u1ea1n 2 ch\u1eadm nh\u1ea5t v\u00e0o 2020 v\u00e0 \u0111ang xin ph\u00ea duy\u1ec7t c\u1ee7a Ch\u00ednh Ph\u1ee7.<\/p>\n

Ph\u01b0\u1edbc H\u00f2a c\u0169ng n\u1eafm gi\u1eef h\u01a1n 32% v\u1ed1n KCN Nam T\u00e2n Uy\u00ean (g\u1ea7n 5,3 tri\u1ec7u c\u1ed5 phi\u1ebfu) v\u1edbi gi\u00e1 th\u1ecb tr\u01b0\u1eddng x\u1ea5p x\u1ec9 190.000 \u0111\u1ed3ng\/cp. Nam T\u00e2n Uy\u00ean c\u00f3 di\u1ec7n t\u00edch h\u01a1n 330ha v\u00e0 c\u00f3 ph\u01b0\u01a1ng \u00e1n m\u1edf r\u1ed9ng giai \u0111o\u1ea1n II. Ph\u01b0\u1edbc H\u00f2a \u0111ang c\u00f3 k\u1ebf ho\u1ea1ch tho\u00e1i v\u1ed1n kh\u1ecfi Nam T\u00e2n Uy\u00ean.<\/p>\n

B\u00ean c\u1ea1nh 2 khu c\u00f4ng nghi\u1ec7p l\u1edbn tr\u00ean, Ph\u01b0\u1edbc H\u00f2a c\u00f2n n\u1eafm gi\u1eef c\u1ed5 ph\u1ea7n m\u1ed9t s\u1ed1 khu c\u00f4ng nghi\u1ec7p kh\u00e1c \u1edf d\u1ea1ng ch\u1ee9ng kho\u00e1n kinh doanh nh\u01b0 \u0110\u00f4 th\u1ecb Kinh B\u1eafc (HoSE: KBC), C\u00f4ng nghi\u1ec7p T\u00e2n T\u1ea1o (HoSE: ITA), \u0110\u1ea7u t\u01b0 S\u00e0i G\u00f2n VRG (UpCOM: SIP).<\/p>\n

Trong chi\u1ebfn l\u01b0\u1ee3c 2020-2025, t\u1ea7m nh\u00ecn 2030, l\u00e3nh \u0111\u1ea1o PHR cho bi\u1ebft s\u1ebd c\u00f3 kho\u1ea3ng 4.500ha \u0111\u01b0\u1ee3c chuy\u1ec3n sang KCN, khu d\u00e2n c\u01b0, n\u00f4ng nghi\u1ec7p c\u00f4ng ngh\u1ec7 cao… C\u00f4ng ty nh\u1eadn \u0111\u1ecbnh c\u00e1c v\u00f9ng \u0111\u1ea5t chuy\u1ec3n \u0111\u1ed5i \u0111\u1ec1u l\u00e0 \u0111\u1ea5t x\u1ea5u, hi\u1ec7u qu\u1ea3 tr\u1ed3ng c\u00e2y cao su kh\u00f4ng cao.<\/p>\n

M\u1edbi \u0111\u00e2y nh\u1ea5t, Ph\u01b0\u1edbc H\u00f2a th\u00f4ng b\u00e1o s\u1ebd tri\u1ec3n khai d\u1ef1 \u00e1n khu c\u00f4ng nghi\u1ec7p T\u00e2n L\u1eadp I (huy\u1ec7n B\u1eafc T\u00e2n Uy\u00ean, B\u00ecnh D\u01b0\u01a1ng) v\u1edbi quy m\u00f4 400ha, trong \u0111\u00f3 giai \u0111o\u1ea1n 1 \u0111\u1ebfn n\u0103m 2020 l\u00e0 200ha. C\u00f4ng ty s\u1ebd tham gia g\u00f3p v\u1ed1n 51% v\u00e0o d\u1ef1 \u00e1n n\u00e0y.<\/p>\n

Hay Ph\u01b0\u1edbc H\u00f2a c\u0169ng c\u00f3 ch\u1ee7 tr\u01b0\u01a1ng \u0111\u1ea7u t\u01b0 560ha t\u1ea1i d\u1ef1 \u00e1n n\u00f4ng tr\u01b0\u1eddng cao su H\u1ed9i Ngh\u0129a v\u1edbi m\u1ee5c ti\u00eau ph\u00e1t tri\u1ec3n KCN, khu d\u00e2n c\u01b0, khu t\u00e1i ch\u1ebf…trong giai \u0111o\u1ea1n 2020-2025.<\/p>\n

Nh\u1eefng ngu\u1ed3n thu kh\u00e1c ng\u00e0y c\u00e0ng l\u1edbn<\/strong><\/p>\n

M\u1ea3ng cao su sa s\u00fat l\u00e0 y\u1ebfu t\u1ed1 khi\u1ebfn cho l\u1ee3i nhu\u1eadn g\u1ed9p c\u1ee7a Ph\u01b0\u1edbc H\u00f2a c\u00f3 chi\u1ec1u h\u01b0\u1edbng \u0111i xu\u1ed1ng. Trong khi \u0111\u00f3, c\u00e1c ngu\u1ed3n thu t\u1eeb c\u1ed5 t\u1ee9c, l\u00e3i li\u00ean doanh li\u00ean k\u1ebft v\u00e0 ngu\u1ed3n thu t\u1eeb thanh l\u00fd t\u00e0i s\u1ea3n c\u00f3 chi\u1ec1u h\u01b0\u1edbng gia t\u0103ng, \u0111\u00f3ng g\u00f3p ng\u00e0y c\u00e0ng l\u1edbn v\u00e0o l\u1ee3i nhu\u1eadn c\u1ee7a c\u00f4ng ty.<\/p>\n

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\"Ph\u01b0\u1edbc<\/div>\n<\/div>\n

M\u1edbi \u0111\u00e2y, Ph\u01b0\u1edbc H\u00f2a cho bi\u1ebft s\u1ebd b\u00e0n giao 345ha \u0111\u1ea5t cao su cho d\u1ef1 \u00e1n Nam T\u00e2n Uy\u00ean m\u1edf r\u1ed9ng II v\u1edbi gi\u00e1 2,5 t\u1ef7 \u0111\u1ed3ng\/ha, t\u1ea1m thu v\u1ec1 h\u01a1n 863 t\u1ef7 \u0111\u1ed3ng. Song song \u0111\u00f3, Ph\u01b0\u1edbc H\u00f2a c\u0169ng b\u00e0n giao 691ha cho d\u1ef1 \u00e1n VSIP III v\u1edbi gi\u00e1 b\u1ed3i th\u01b0\u1eddng 1,3 t\u1ef7 \u0111\u1ed3ng\/ha, thu \u00edt nh\u1ea5t 898 t\u1ef7 \u0111\u1ed3ng; \u0111\u1ed3ng th\u1eddi c\u00f2n h\u01b0\u1edfng 20% l\u1ee3i nhu\u1eadn cho thu\u00ea \u0111\u1ea5t v\u00e0 h\u01b0\u1edfng l\u1ee3i nhu\u1eadn t\u1eeb g\u00f3p v\u1ed1n 20% d\u1ef1 \u00e1n.<\/p>\n

L\u00e3nh \u0111\u1ea1o Ph\u01b0\u1edbc H\u00f2a t\u1eebng cho bi\u1ebft c\u00f4ng ty s\u1ebd b\u00e0n giao theo ti\u1ebfn \u0111\u1ed9, c\u00e2n \u0111\u1ed1i di\u1ec7n t\u00edch \u0111\u1ec3 \u0111\u1ea3m b\u1ea3o l\u1ee3i nhu\u1eadn sau thu\u1ebf b\u00ecnh qu\u00e2n giai \u0111o\u1ea1n 2019-2021 kh\u00f4ng d\u01b0\u1edbi 1.000 t\u1ef7 \u0111\u1ed3ng m\u1ed7i n\u0103m.<\/p>\n

Trong n\u0103m 2018, Ph\u01b0\u1edbc H\u00f2a \u0111\u00e3 thanh l\u00fd kho\u1ea3ng 1.300ha v\u01b0\u1eddn c\u00e2y cao su v\u1edbi gi\u00e1 250 tri\u1ec7u\/ha. K\u1ebf ho\u1ea1ch cho n\u0103m 2019, c\u00f4ng ty ti\u1ebfp t\u1ee5c thanh l\u00fd 1.000 ha. \u0110\u1ed1i v\u1edbi di\u1ec7n t\u00edch kh\u00f4ng ph\u00f9 h\u1ee3p tr\u1ed3ng c\u00e2y cao su th\u00ec c\u00f4ng ty s\u1ebd c\u00f3 ph\u01b0\u01a1ng \u00e1n \u0111\u1ec3 tr\u1ed3ng c\u00e2y kh\u00e1c ho\u1eb7c chuy\u1ec3n sang m\u1ee5c \u0111\u00edch kh\u00e1c.<\/p>\n

Ngo\u00e0i 6 n\u00f4ng tr\u01b0\u1eddng v\u00e0 nhi\u1ec1u c\u00f4ng ty cao su, Ph\u01b0\u1edbc H\u00f2a c\u00f2n \u0111\u1ea7u t\u01b0 v\u00e0o nhi\u1ec1u m\u1ea3ng kh\u00e1c nh\u01b0 KCN, m\u1ea3ng g\u1ed7 (Cao su Tr\u01b0\u1eddng Ph\u00e1t, G\u1ed7 MDF VRG Ki\u00ean Giang); th\u1ee7y \u0111i\u1ec7n c\u00f3 Th\u1ee7y \u0111i\u1ec7n Geruco S\u00f4ng C\u00f4n, Th\u1ee7y \u0111i\u1ec7n VRG Ng\u1ecdc Linh; CTCP b\u00f3ng th\u1ec3 thao ng\u00f4i sao Geru\u2026<\/p>\n<\/div>\n

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[ad_1] Nh\u1eefng n\u0103m g\u1ea7n \u0111\u00e2y, CTCP Cao su Ph\u01b0\u1edbc H\u00f2a (HoSE: PHR) tr\u1edf th\u00e0nh m\u1ed9t kho\u1ea3n \u0111\u1ea7u t\u01b0 gi\u00e1 tr\u1ecb v\u1edbi nhi\u1ec1u nh\u00e0 \u0111\u1ea7u t\u01b0. C\u1ed5 phi\u1ebfu doanh nghi\u1ec7p v\u1eabn li\u00ean t\u1ee5c t\u00ecm \u0111\u1ec9nh m\u1edbi b\u1ea5t ch\u1ea5p th\u1ecb tr\u01b0\u1eddng chung bi\u1ebfn \u0111\u1ed9ng kh\u00f3 l\u01b0\u1eddng. 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