{"id":7097,"date":"2022-05-17T13:47:51","date_gmt":"2022-05-17T06:47:51","guid":{"rendered":"http:\/\/infina.vn\/blog\/?p=7097"},"modified":"2025-10-01T20:32:01","modified_gmt":"2025-10-01T13:32:01","slug":"lieu-co-phieu-nganh-dien-co-bat-sang-trong-nam-2022-khong","status":"publish","type":"post","link":"https:\/\/infina.vn\/blog\/lieu-co-phieu-nganh-dien-co-bat-sang-trong-nam-2022-khong\/","title":{"rendered":"Li\u1ec7u c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n c\u00f3 &#8221;b\u1eadt s\u00e1ng&#8221; trong n\u0103m 2022 kh\u00f4ng?"},"content":{"rendered":"\n\n<div class=\"kk-star-ratings kksr-auto kksr-align-right kksr-valign-top\"\n    data-payload='{&quot;align&quot;:&quot;right&quot;,&quot;id&quot;:&quot;7097&quot;,&quot;slug&quot;:&quot;default&quot;,&quot;valign&quot;:&quot;top&quot;,&quot;ignore&quot;:&quot;&quot;,&quot;reference&quot;:&quot;auto&quot;,&quot;class&quot;:&quot;&quot;,&quot;count&quot;:&quot;2&quot;,&quot;legendonly&quot;:&quot;&quot;,&quot;readonly&quot;:&quot;&quot;,&quot;score&quot;:&quot;5&quot;,&quot;starsonly&quot;:&quot;&quot;,&quot;best&quot;:&quot;5&quot;,&quot;gap&quot;:&quot;2&quot;,&quot;greet&quot;:&quot;\u0110\u00e1nh gi\u00e1 t\u1ea1i \u0111\u00e2y&quot;,&quot;legend&quot;:&quot;5\\\/5 - (2 votes)&quot;,&quot;size&quot;:&quot;24&quot;,&quot;title&quot;:&quot;Li\u1ec7u c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n c\u00f3 \\u0026#039;\\u0026#039;b\u1eadt s\u00e1ng\\u0026#039;\\u0026#039; trong n\u0103m 2022 kh\u00f4ng?&quot;,&quot;width&quot;:&quot;129&quot;,&quot;_legend&quot;:&quot;{score}\\\/{best} - ({count} {votes})&quot;,&quot;font_factor&quot;:&quot;1.25&quot;}'>\n            \n<div class=\"kksr-stars\">\n    \n<div class=\"kksr-stars-inactive\">\n            <div class=\"kksr-star\" data-star=\"1\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"2\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"3\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"4\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"5\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n    <\/div>\n    \n<div class=\"kksr-stars-active\" style=\"width: 129px;\">\n            <div class=\"kksr-star\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n    <\/div>\n<\/div>\n                \n\n<div class=\"kksr-legend\" style=\"font-size: 19.2px;\">\n            5\/5 - (2 votes)    <\/div>\n    <\/div>\n<p>C\u00e1c c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n lu\u00f4n l\u00e0 s\u1ef1 \u01b0u ti\u00ean \u0111\u1ed1i v\u1edbi c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 y\u00eau th\u00edch s\u1ef1 an to\u00e0n v\u00e0 l\u00e2u d\u00e0i, b\u1edfi v\u00ec nhu c\u1ea7u ti\u00eau d\u00f9ng \u0111i\u1ec7n lu\u00f4n t\u0103ng d\u1eabn \u0111\u1ebfn t\u1ef7 su\u1ea5t sinh l\u1eddi c\u1ee7a c\u1ed5 phi\u1ebfu n\u00e0y r\u1ea5t cao. H\u00e3y c\u00f9ng \u0111i theo <a href=\"https:\/\/www.infina.vn\/\">Infina<\/a> v\u00ec b\u00e0i vi\u1ebft n\u00e0y s\u1ebd t\u1ed5ng h\u1ee3p v\u00e0 ph\u00e2n t\u00edch c\u1ef1c chi ti\u1ebft v\u1ec1 ti\u1ec1m n\u0103ng c\u1ee7a c\u00e1c c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n t\u1ed1t nh\u1ea5t n\u0103m 2022.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_73 ez-toc-wrap-center counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">N\u1ed9i dung ch\u00ednh<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" 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href=\"https:\/\/infina.vn\/blog\/lieu-co-phieu-nganh-dien-co-bat-sang-trong-nam-2022-khong\/#Trien_vong_co_phieu_nganh_dien_trong_nam_2022\" title=\"Tri\u1ec3n v\u1ecdng c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n trong n\u0103m 2022\">Tri\u1ec3n v\u1ecdng c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n trong n\u0103m 2022<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/infina.vn\/blog\/lieu-co-phieu-nganh-dien-co-bat-sang-trong-nam-2022-khong\/#Nang_luong_sach\" title=\"N\u0103ng l\u01b0\u1ee3ng s\u1ea1ch\">N\u0103ng l\u01b0\u1ee3ng s\u1ea1ch<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/infina.vn\/blog\/lieu-co-phieu-nganh-dien-co-bat-sang-trong-nam-2022-khong\/#Nang_luong_tai_tao\" title=\"N\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o\">N\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/infina.vn\/blog\/lieu-co-phieu-nganh-dien-co-bat-sang-trong-nam-2022-khong\/#Dien_mat_troi_dien_gio\" title=\"\u0110i\u1ec7n m\u1eb7t tr\u1eddi, \u0111i\u1ec7n gi\u00f3\">\u0110i\u1ec7n m\u1eb7t tr\u1eddi, \u0111i\u1ec7n gi\u00f3<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/infina.vn\/blog\/lieu-co-phieu-nganh-dien-co-bat-sang-trong-nam-2022-khong\/#Nhiet_dien_khi\" title=\"Nhi\u1ec7t \u0111i\u1ec7n kh\u00ed\">Nhi\u1ec7t \u0111i\u1ec7n kh\u00ed<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/infina.vn\/blog\/lieu-co-phieu-nganh-dien-co-bat-sang-trong-nam-2022-khong\/#Nhiet_dien_than\" title=\"Nhi\u1ec7t \u0111i\u1ec7n than\">Nhi\u1ec7t \u0111i\u1ec7n than<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/infina.vn\/blog\/lieu-co-phieu-nganh-dien-co-bat-sang-trong-nam-2022-khong\/#Gia_ban_dien_canh_tranh_CGM\" title=\"Gi\u00e1 b\u00e1n \u0111i\u1ec7n c\u1ea1nh tranh (CGM)\">Gi\u00e1 b\u00e1n \u0111i\u1ec7n c\u1ea1nh tranh (CGM)<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/infina.vn\/blog\/lieu-co-phieu-nganh-dien-co-bat-sang-trong-nam-2022-khong\/#Nhom_co_phieu_xay_lap\" title=\"Nh\u00f3m c\u1ed5 phi\u1ebfu x\u00e2y l\u1eafp\">Nh\u00f3m c\u1ed5 phi\u1ebfu x\u00e2y l\u1eafp<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/infina.vn\/blog\/lieu-co-phieu-nganh-dien-co-bat-sang-trong-nam-2022-khong\/#App_dau_tu_chung_khoan_danh_cho_nguoi_moi_bat_dau\" title=\"App \u0111\u1ea7u t\u01b0 ch\u1ee9ng kho\u00e1n d\u00e0nh cho ng\u01b0\u1eddi m\u1edbi b\u1eaft \u0111\u1ea7u\">App \u0111\u1ea7u t\u01b0 ch\u1ee9ng kho\u00e1n d\u00e0nh cho ng\u01b0\u1eddi m\u1edbi b\u1eaft \u0111\u1ea7u<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/infina.vn\/blog\/lieu-co-phieu-nganh-dien-co-bat-sang-trong-nam-2022-khong\/#TOP_5_ma_co_phieu_nganh_dien_tiem_nang_nhat\" title=\"TOP 5 m\u00e3 c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n ti\u1ec1m n\u0103ng nh\u1ea5t\">TOP 5 m\u00e3 c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n ti\u1ec1m n\u0103ng nh\u1ea5t<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/infina.vn\/blog\/lieu-co-phieu-nganh-dien-co-bat-sang-trong-nam-2022-khong\/#1_POW_%E2%80%93_Tong_Cong_ty_Dien_luc_Dau_khi_Viet_Nam_HOSE\" title=\"1. POW \u2013 T\u1ed5ng C\u00f4ng ty \u0110i\u1ec7n l\u1ef1c D\u1ea7u kh\u00ed Vi\u1ec7t Nam (HOSE)\">1. POW \u2013 T\u1ed5ng C\u00f4ng ty \u0110i\u1ec7n l\u1ef1c D\u1ea7u kh\u00ed Vi\u1ec7t Nam (HOSE)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/infina.vn\/blog\/lieu-co-phieu-nganh-dien-co-bat-sang-trong-nam-2022-khong\/#2_QTP_%E2%80%93_Cong_ty_co_phan_nhiet_dien_Quang_Ninh_UPCOM\" title=\"2. QTP \u2013 C\u00f4ng ty c\u1ed5 ph\u1ea7n nhi\u1ec7t \u0111i\u1ec7n Qu\u1ea3ng Ninh (UPCOM)\">2. QTP \u2013 C\u00f4ng ty c\u1ed5 ph\u1ea7n nhi\u1ec7t \u0111i\u1ec7n Qu\u1ea3ng Ninh (UPCOM)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/infina.vn\/blog\/lieu-co-phieu-nganh-dien-co-bat-sang-trong-nam-2022-khong\/#3_PC1_%E2%80%93_Cong_ty_co_phan_xay_lap_dien_1_HOSE\" title=\"3. PC1 \u2013 C\u00f4ng ty c\u1ed5 ph\u1ea7n x\u00e2y l\u1eafp \u0111i\u1ec7n 1 (HOSE)\">3. PC1 \u2013 C\u00f4ng ty c\u1ed5 ph\u1ea7n x\u00e2y l\u1eafp \u0111i\u1ec7n 1 (HOSE)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/infina.vn\/blog\/lieu-co-phieu-nganh-dien-co-bat-sang-trong-nam-2022-khong\/#4_REE_%E2%80%93_Cong_ty_co_phan_co_dien_lanh_HOSE\" title=\"4. REE \u2013 C\u00f4ng ty c\u1ed5 ph\u1ea7n c\u01a1 \u0111i\u1ec7n l\u1ea1nh (HOSE)\">4. REE \u2013 C\u00f4ng ty c\u1ed5 ph\u1ea7n c\u01a1 \u0111i\u1ec7n l\u1ea1nh (HOSE)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/infina.vn\/blog\/lieu-co-phieu-nganh-dien-co-bat-sang-trong-nam-2022-khong\/#5_TV2_%E2%80%93_CTCP_Tu_van_Xay_dung_Dien_2_HOSE\" title=\"5. TV2 \u2013 CTCP T\u01b0 v\u1ea5n X\u00e2y d\u1ef1ng \u0110i\u1ec7n 2 (HOSE)\">5. TV2 \u2013 CTCP T\u01b0 v\u1ea5n X\u00e2y d\u1ef1ng \u0110i\u1ec7n 2 (HOSE)<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/infina.vn\/blog\/lieu-co-phieu-nganh-dien-co-bat-sang-trong-nam-2022-khong\/#Luu_y_khi_dau_tu_co_phieu_nganh_dien\" title=\"L\u01b0u \u00fd khi \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n\">L\u01b0u \u00fd khi \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/infina.vn\/blog\/lieu-co-phieu-nganh-dien-co-bat-sang-trong-nam-2022-khong\/#Tong_ket\" title=\"T\u1ed5ng k\u1ebft\">T\u1ed5ng k\u1ebft<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Trien_vong_co_phieu_nganh_dien_trong_nam_2022\"><\/span>Tri\u1ec3n v\u1ecdng c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n trong n\u0103m 2022<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Theo b\u00e1o c\u00e1o tri\u1ec3n v\u1ecdng ng\u00e0nh n\u0103m 2022, c\u00e1c chuy\u00ean gia d\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng \u0111i\u1ec7n th\u01b0\u01a1ng ph\u1ea9m trong n\u0103m 2022 s\u1ebd \u0111\u1ea1t 280,3 t\u1ef7 kWh (t\u0103ng 9,8%), ch\u1ee7 y\u1ebfu ti\u00eau th\u1ee5 v\u00e0o vi\u1ec7c ph\u1ee5c h\u1ed3i c\u00e1c ho\u1ea1t \u0111\u1ed9ng s\u1ea3n xu\u1ea5t kinh doanh ch\u1ecbu t\u00e1c \u0111\u1ed9ng ti\u00eau c\u1ef1c t\u1eeb d\u1ecbch b\u1ec7nh. GDP \u01b0\u1edbc t\u00ednh t\u0103ng 6% trong n\u0103m 2022 theo nh\u01b0 k\u1ecbch b\u1ea3n<\/p>\n<figure id=\"attachment_7100\" aria-describedby=\"caption-attachment-7100\" style=\"width: 800px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-7100 size-full\" title=\"D\u1ef1 b\u00e1o l\u01b0\u1ee3ng \u0111i\u1ec7n ti\u00eau th\u1ee5\" src=\"https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/Du-bao-luong-tieu-thu-dien.jpg\" alt=\"c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n\" width=\"800\" height=\"294\" srcset=\"https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/Du-bao-luong-tieu-thu-dien.jpg 800w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/Du-bao-luong-tieu-thu-dien-300x110.jpg 300w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/Du-bao-luong-tieu-thu-dien-768x282.jpg 768w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/Du-bao-luong-tieu-thu-dien-696x256.jpg 696w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><figcaption id=\"caption-attachment-7100\" class=\"wp-caption-text\">D\u1ef1 b\u00e1o l\u01b0\u1ee3ng \u0111i\u1ec7n ti\u00eau th\u1ee5 (Ngu\u1ed3n: EVN, BSC Research)<\/figcaption><\/figure>\n<h3><span class=\"ez-toc-section\" id=\"Nang_luong_sach\"><\/span><strong>N\u0103ng l\u01b0\u1ee3ng s\u1ea1ch<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Ngu\u1ed3n n\u0103ng l\u01b0\u1ee3ng s\u1ea1ch v\u1eabn \u0111\u01b0\u1ee3c \u0111\u1ecbnh h\u01b0\u1edbng ti\u1ebfp t\u1ee5c theo D\u1ef1 th\u1ea3o Quy ho\u1ea1ch \u0111i\u1ec7n 8. T\u1ed5ng s\u00f4ng su\u1ea5t l\u1eafp \u0111\u1eb7t d\u1ef1 ki\u1ebfn \u0111\u1ea1t m\u01b0\u0301c 156.000 MW n\u0103m 2030 va\u0300 334.000 MW va\u0300o n\u0103m 2045 \u2013 l\u1ea7n l\u01b0\u1ee3t g\u00e2\u0301p 2 l\u1ea7n v\u00e0 4,4 l\u1ea7n n\u0103m 2021.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Nang_luong_tai_tao\"><\/span><strong>N\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h4><span class=\"ez-toc-section\" id=\"Dien_mat_troi_dien_gio\"><\/span><strong>\u0110i\u1ec7n m\u1eb7t tr\u1eddi, \u0111i\u1ec7n gi\u00f3<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>\u0110i\u1ec7n m\u1eb7t tr\u1eddi, \u0111i\u1ec7n gi\u00f3 d\u1ef1 t\u00ednh c\u00f4ng su\u1ea5t t\u0103ng m\u1ea1nh trong t\u01b0\u01a1ng lai. C\u00e1c chuy\u00ean gia doanh nghi\u1ec7p c\u00f3 danh m\u1ee5c \u0111i\u1ec7n gi\u00f3 nh\u01b0 PC1 s\u1ebd b\u1eadt t\u0103ng m\u1ea1nh khi \u0111i\u1ec7n m\u1eb7t tr\u1eddi \u0111\u01b0\u1ee3c xem x\u00e9t gi\u1ea3m b\u1edfi nh\u01b0\u1ee3c \u0111i\u1ec3m trong th\u1eddi gian v\u1eadn h\u00e0nh.<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Nhiet_dien_khi\"><\/span><strong>Nhi\u1ec7t \u0111i\u1ec7n kh\u00ed<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>\u0110\u1ecbnh h\u01b0\u1edbng t\u1ef7 tr\u1ecdng t\u0103ng l\u00ean m\u1ee9c 24% v\u00e0o 2030 v\u00e0 27.3% \u1ea3nh h\u01b0\u1edfng t\u00edch c\u1ef1c \u0111\u1ebfn tri\u1ec3n v\u1ecdng trung h\u1ea1n c\u1ee7a c\u00e1c doanh nghi\u1ec7p nh\u01b0 POW, NT2.<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Nhiet_dien_than\"><\/span><strong>Nhi\u1ec7t \u0111i\u1ec7n than<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>V\u1edbi nhi\u1ec7t \u0111i\u1ec7n than, trong ng\u1eafn h\u1ea1n, ngu\u1ed3n \u0111i\u1ec7n gi\u00e1 r\u1ebb n\u00e0y v\u1eabn \u0111\u00f3ng vai tr\u00f2 quan tro\u0323ng \u0111\u1ed1i v\u1edbi vi\u1ec7c \u0111\u1ea3m b\u1ea3o \u0111a\u0301p \u01b0\u0301ng nhu c\u1ea7u ph\u1ee5 t\u1ea3i, \u0111\u1eb7c bi\u1ec7t trong giai \u0111o\u1ea1n v\u0129 m\u00f4 kh\u1ea3 n\u0103ng ph\u1ee5c h\u1ed3i t\u00edch c\u1ef1c giai \u0111o\u1ea1n 2022 &#8211; 2025. Do \u0111\u00f3, nh\u1eefng doanh nghi\u1ec7p nhi\u1ec7t \u0111i\u1ec7n than nh\u01b0 HND v\u00e0 QTP v\u1eabn c\u00f3 th\u00ea\u0309 \u0111\u01b0\u1ee3c quan t\u00e2m.<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Gia_ban_dien_canh_tranh_CGM\"><\/span><strong>Gi\u00e1 b\u00e1n \u0111i\u1ec7n c\u1ea1nh tranh (CGM)<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>Ngo\u00e0i ra, gia\u0301 ba\u0301n \u0111i\u1ec7n th\u1ecb tr\u01b0\u1eddng ph\u00e1t \u0111i\u1ec7n c\u1ea1nh tranh (CGM) trung b\u00ecnh \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o c\u00f3 kh\u1ea3 n\u0103ng s\u1ebd t\u0103ng m\u1ea1nh t\u1ea1i n\u0103m 2022. Nh\u00ecn l\u1ea1i di\u1ec5n bi\u00ea\u0301n n\u0103m 2018, c\u0169ng la\u0300 n\u0103m cu\u1ed1i chu ky\u0300 La Nina g\u1ea7n nh\u00e2\u0301t, gia\u0301 \u0111i\u1ec7n CGM b\u00ecnh qu\u00e2n \u0111\u1ea1t m\u01b0\u0301c 1.045 \u0111\u1ed3ng\/kWh. Do \u0111\u00f3, BSC nh\u1eadn \u0111\u1ecbnh gia\u0301 \u0111i\u1ec7n CGM trong n\u0103m 2022 s\u1ebd t\u0103ng tr\u1edf l\u1ea1i v\u1edbi ky\u0300 vo\u0323ng b\u1eaft \u0111\u1ea7u chu k\u00ec El Nino v\u00e0o qu\u00fd II\/2022.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-7099 size-full\" src=\"https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/Gia-CGM-giam-do-thuy-dien-duoc-tap-trung-huy-dong.jpg\" alt=\"c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n\" width=\"800\" height=\"331\" title=\"\" srcset=\"https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/Gia-CGM-giam-do-thuy-dien-duoc-tap-trung-huy-dong.jpg 800w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/Gia-CGM-giam-do-thuy-dien-duoc-tap-trung-huy-dong-300x124.jpg 300w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/Gia-CGM-giam-do-thuy-dien-duoc-tap-trung-huy-dong-768x318.jpg 768w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/Gia-CGM-giam-do-thuy-dien-duoc-tap-trung-huy-dong-696x288.jpg 696w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Nhom_co_phieu_xay_lap\"><\/span><strong>Nh\u00f3m c\u1ed5 phi\u1ebfu x\u00e2y l\u1eafp<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>C\u00f2n v\u1edbi nh\u00f3m c\u1ed5 phi\u00ea\u0301u x\u00e2y l\u1eafp \u0111i\u1ec7n, BSC gi\u1eef quan \u0111i\u00ea\u0309m t\u00edch c\u1ef1c d\u1ef1a tr\u00ean nhu c\u1ea7u x\u00e2y l\u1eafp t\u0103ng cao v\u1edbi l\u01b0\u1ee3ng backlog l\u1edbn cho c\u00e1c doanh nghi\u1ec7p nh\u01b0 PC1 v\u00e0 REE<\/p>\n<p><strong>C\u00e1c chuy\u00ean gia \u0111\u00e1nh gi\u00e1<\/strong><\/p>\n<p>C\u00e1c doanh nghi\u1ec7p c\u00f3 tri\u1ec3n v\u1ecdng s\u1ebd c\u00f3 m\u1ed9t s\u1ed1 \u0111\u1eb7c \u0111i\u1ec3m sau:<\/p>\n<ul>\n<li>V\u1ec1 ng\u1eafn h\u1ea1n: C\u00e1c c\u00f4ng ty t\u1eadn d\u1ee5ng \u0111\u01b0\u1ee3c chu k\u1ef3 La Nina, El Nino, c\u00e1c c\u00f4ng ty v\u1eadn h\u00e0nh k\u1ecbp th\u1eddi c\u00e1c d\u1ef1 \u00e1n \u0111i\u1ec7n gi\u00f3 trong n\u0103m 2021.<\/li>\n<li>V\u1ec1 d\u00e0i h\u1ea1n: C\u00e1c c\u00f4ng ty ph\u00e1t tri\u1ec3n d\u1ef1 \u00e1n, th\u1ea7u x\u00e2y l\u1eafp cho c\u00e1c d\u1ef1 \u00e1n \u0111i\u1ec7n LNG, NLLT v\u00e0 \u0111\u1eb7c bi\u1ec7t l\u00e0 \u0111i\u1ec7n gi\u00f3 ngo\u00e0i kh\u01a1i.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"App_dau_tu_chung_khoan_danh_cho_nguoi_moi_bat_dau\"><\/span>App \u0111\u1ea7u t\u01b0 ch\u1ee9ng kho\u00e1n d\u00e0nh cho ng\u01b0\u1eddi m\u1edbi b\u1eaft \u0111\u1ea7u<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u0110\u1ea7u t\u01b0\u00a0c\u1ed5 phi\u1ebfu\u00a0l\u00f4 l\u1ebb v\u1edbi gi\u00e1 c\u1ef1c th\u1ea5p \u2013 tr\u1ea3i nghi\u1ec7m l\u00e0m c\u1ed5 \u0111\u00f4ng c\u00e1c c\u00f4ng ty l\u1edbn v\u1edbi s\u1ed1 v\u1ed1n nh\u1ecf. B\u1ea1n c\u00f3 th\u1ec3 m\u1edf t\u00e0i kho\u1ea3n\u00a0<a href=\"https:\/\/www.infina.vn\/chung-khoan\">ch\u1ee9ng kho\u00e1n<\/a>\u00a0tr\u1ef1c ti\u1ebfp t\u1ea1i app <a href=\"https:\/\/infina.vn\" data-internallinksmanager029f6b8e52c=\"2\" title=\"Infina\" target=\"_blank\" rel=\"noopener\">Infina<\/a> v\u00e0 giao d\u1ecbch ch\u1ee9ng kho\u00e1n l\u00f4 ch\u1eb5n v\u00e0 l\u00f4 l\u1ebb v\u1edbi s\u1ed1 v\u1ed1n c\u1ef1c th\u1ea5p ch\u1ec9 t\u1eeb 10.000\u0111.<\/p>\n<p style=\"text-align: center;\"><span class=\"td_btn td_btn_md td_outlined_btn\"><a href=\"https:\/\/infina.sng.link\/A5xej\/m3tq\/i9ft\" data-internallinksmanager029f6b8e52c=\"1\" title=\"T\u1ea2I APP NGAY!!!\" target=\"_blank\" rel=\"noopener\">T\u1ea2I APP NGAY!!!<\/a><\/span><\/p>\n<figure id=\"attachment_18962\" aria-describedby=\"caption-attachment-18962\" style=\"width: 1400px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"size-full wp-image-18962\" src=\"https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/09\/banner-tai-app.jpg\" alt=\"T\u1ea3i app infina\" width=\"1400\" height=\"600\" title=\"\" srcset=\"https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/09\/banner-tai-app.jpg 1400w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/09\/banner-tai-app-300x129.jpg 300w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/09\/banner-tai-app-1024x439.jpg 1024w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/09\/banner-tai-app-768x329.jpg 768w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/09\/banner-tai-app-696x298.jpg 696w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/09\/banner-tai-app-1068x458.jpg 1068w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/09\/banner-tai-app-980x420.jpg 980w\" sizes=\"(max-width: 1400px) 100vw, 1400px\" \/><figcaption id=\"caption-attachment-18962\" class=\"wp-caption-text\">Nh\u1eadn l\u1ee3i nhu\u1eadn 10,5% cho ng\u01b0\u1eddi m\u1edbi<\/figcaption><\/figure>\n<h2><span class=\"ez-toc-section\" id=\"TOP_5_ma_co_phieu_nganh_dien_tiem_nang_nhat\"><\/span>TOP 5 m\u00e3 c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n ti\u1ec1m n\u0103ng nh\u1ea5t<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"1_POW_%E2%80%93_Tong_Cong_ty_Dien_luc_Dau_khi_Viet_Nam_HOSE\"><\/span><strong>1. POW \u2013 T\u1ed5ng C\u00f4ng ty \u0110i\u1ec7n l\u1ef1c D\u1ea7u kh\u00ed Vi\u1ec7t Nam (HOSE)<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>POW l\u00e0 m\u1ed9t c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n blue chip v\u00e0 n\u1eb1m trong c\u00e1c m\u00e3 c\u1ed5 phi\u1ebfu thu\u1ed9c r\u1ed5 <a href=\"https:\/\/infina.vn\/blog\/vn30-la-gi\/\">VN30<\/a>. POW l\u00e0 nh\u00e0 s\u1ea3n xu\u1ea5t \u0111i\u1ec7n h\u00e0ng \u0111\u1ea7u \u1edf m\u1ea3ng \u0111i\u1ec7n kh\u00ed\/LNG. PV Power c\u00f2n \u0111ang tri\u1ec3n khai hai d\u1ef1 \u00e1n \u0111i\u1ec7n Nh\u01a1n Tr\u1ea1ch 3 v\u00e0 4 v\u1edbi t\u1ed5ng c\u00f4ng su\u1ea5t d\u1ef1 ki\u1ebfn 1.300 \u2013 1.760 MW, c\u00f3 th\u1ec3 kh\u1edfi c\u00f4ng trong qu\u00fd 4\/2021. Hai d\u1ef1 \u00e1n n\u00e0y l\u1ea7n l\u01b0\u1ee3t c\u00f3 th\u1ec3 \u0111\u01b0a v\u00e0o v\u1eadn h\u00e0nh th\u01b0\u01a1ng m\u1ea1i v\u00e0o cu\u1ed1i n\u0103m 2023 v\u00e0 gi\u1eefa n\u0103m 2024.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-7103 size-full\" src=\"https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/CP-POW.jpg\" alt=\"c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n POW\" width=\"800\" height=\"433\" title=\"\" srcset=\"https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/CP-POW.jpg 800w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/CP-POW-300x162.jpg 300w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/CP-POW-768x416.jpg 768w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/CP-POW-696x377.jpg 696w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/CP-POW-776x420.jpg 776w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>POW s\u1ebd l\u00e0 m\u1ed9t l\u1ef1a ch\u1ecdn cho nh\u00e0 \u0111\u1ea7u t\u01b0 n\u00e0o th\u00edch an to\u00e0n, c\u00f3 th\u1ec3 \u0111\u1ea7u t\u01b0 d\u00e0i h\u1ea1n. Th\u1eddi gian t\u1edbi, POW s\u1ebd \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng nh\u1edd:<\/p>\n<ul>\n<li>Nhu c\u1ea7u ti\u00eau d\u00f9ng \u0111i\u1ec7n t\u0103ng<\/li>\n<li>Tri\u1ec3n v\u1ecdng t\u0103ng tr\u01b0\u1edfng d\u00e0i h\u1ea1n nh\u1edd d\u1ef1 \u00e1n \u0111i\u1ec7n Nh\u01a1n Tr\u1ea1ch 3 &amp; 4<\/li>\n<li>C\u01a1 c\u1ea5u t\u00e0i ch\u00ednh l\u00e0nh m\u1ea1nh<\/li>\n<\/ul>\n<p>Xem th\u00eam: <a href=\"https:\/\/infina.vn\/blog\/vi-sao-noi-co-phieu-nganh-ban-le-la-mo-vang\/\">V\u00ec sao n\u00f3i c\u1ed5 phi\u1ebfu ng\u00e0nh b\u00e1n l\u1ebb l\u00e0 m\u1ecf v\u00e0ng trong ch\u1ee9ng kho\u00e1n n\u0103m 2022?<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_QTP_%E2%80%93_Cong_ty_co_phan_nhiet_dien_Quang_Ninh_UPCOM\"><\/span><strong>2. QTP \u2013 C\u00f4ng ty c\u1ed5 ph\u1ea7n nhi\u1ec7t \u0111i\u1ec7n Qu\u1ea3ng Ninh (UPCOM)<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>C\u00f4ng ty C\u1ed5 ph\u1ea7n Nhi\u1ec7t \u0111i\u1ec7n Qu\u1ea3ng Ninh \u0111\u01b0\u1ee3c th\u00e0nh l\u1eadp b\u1edfi Th\u1ee7 t\u01b0\u1edbng Ch\u00ednh ph\u1ee7 theo Th\u00f4ng b\u00e1o s\u1ed1 20\/VPCP-TB.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-7102 size-full\" src=\"https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/QTP-nhiet-dien-Quang-Ninh.jpg\" alt=\"m\u00e3 c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n QTP\" width=\"800\" height=\"422\" title=\"\" srcset=\"https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/QTP-nhiet-dien-Quang-Ninh.jpg 800w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/QTP-nhiet-dien-Quang-Ninh-300x158.jpg 300w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/QTP-nhiet-dien-Quang-Ninh-768x405.jpg 768w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/QTP-nhiet-dien-Quang-Ninh-696x367.jpg 696w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/QTP-nhiet-dien-Quang-Ninh-796x420.jpg 796w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>T\u1ea1i sao n\u00ean l\u1ef1a ch\u1ecdn m\u00e3 c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n n\u00e0y? B\u1edfi v\u00ec c\u00f3 m\u1ed9t s\u1ed1 y\u1ebfu t\u1ed1 sau:<\/p>\n<ul>\n<li>T\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t n\u01b0\u1edbc \u1edf mi\u1ec1n B\u1eafc v\u00e0o m\u00f9a kh\u00f4 n\u0103m 2022, khi\u1ebfn cho vi\u1ec7c ph\u1ee5c h\u1ed3i nhu c\u1ea7u s\u1eed d\u1ee5ng \u0111i\u1ec7n sau Covid 19 trong n\u0103m 2023 s\u1ebd c\u1ea7n ph\u1ea3i huy \u0111\u1ed9ng t\u1ed1i \u0111a c\u00f4ng su\u1ea5t ph\u00e1t di\u1ec7n c\u1ee7a c\u00e1c nh\u00e0 m\u00e1y nhi\u1ec7t \u0111i\u1ec7n trong m\u00f9a kh\u00f4 n\u0103m 2022.<\/li>\n<li>Kh\u1ea3 n\u0103ng cao El Nino quay l\u1ea1i g\u00e2y ra m\u01b0a \u00edt s\u1ebd ti\u1ebfp t\u1ee5c k\u00e9o d\u00e0i vi\u1ec7c thi\u1ebfu h\u1ee5t ngu\u1ed3n th\u1ee7y \u0111i\u1ec7n trong n\u0103m 2022 \u2013 2023.<\/li>\n<li>Chi ph\u00ed t\u00e0i ch\u00ednh c\u1ee7a QTP gi\u1ea3m v\u00e0 gi\u1ea3m kh\u1ea5u hao. C\u00f4ng ty \u0111\u00e3 th\u1ef1c hi\u1ec7n gi\u00e3n kh\u1ea5u hao thi\u1ebft b\u1ecb t\u1eeb 10 n\u0103m l\u00ean 15 n\u0103m. Ngo\u00e0i ra, d\u1ef1 ki\u1ebfn c\u00f4ng ty s\u1ebd tr\u1ea3 h\u1ebft n\u1ee3 vay trong n\u0103m 2023 gi\u00fap gi\u1ea3m chi ph\u00ed t\u00e0i ch\u00ednh v\u00e0 t\u0103ng d\u00f2ng ti\u1ec1n FCFE.<\/li>\n<li>B\u1eaft \u0111\u1ea7u t\u0103ng tr\u1ea3 c\u1ed5 t\u1ee9c b\u1eb1ng ti\u1ec1n m\u1eb7t. QTP \u0111\u00e3 ti\u1ebfn h\u00e0nh tr\u1ea3 c\u1ed5 t\u1ee9c l\u1ea7n \u0111\u1ea7u v\u1edbi 2% n\u0103m 2020 v\u00e0 t\u0103ng l\u00ean 10% n\u0103m 2021 v\u00e0 s\u1eb5n s\u00e0ng ngu\u1ed3n l\u1ef1c \u0111\u1ec3 c\u00f3 th\u1ec3 tr\u1ea3 c\u1ed5 t\u1ee9c 15% \u2013 20% trong th\u1eddi gian t\u1edbi sau khi h\u1ebft n\u1ee3 vay v\u00e0 kh\u1ea5u hao.<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"3_PC1_%E2%80%93_Cong_ty_co_phan_xay_lap_dien_1_HOSE\"><\/span><strong>3. PC1 \u2013 C\u00f4ng ty c\u1ed5 ph\u1ea7n x\u00e2y l\u1eafp \u0111i\u1ec7n 1 (HOSE)<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Ti\u1ebfn \u0111\u1ed9 03 d\u1ef1 \u00e1n \u0111i\u1ec7n gi\u00f3 (144MW) r\u1ea5t t\u1ed1t. Li\u00ean L\u1eadp s\u1ebd COD trong th\u00e1ng 8 n\u00e0y, c\u00f2n Phong Huy v\u00e0 Phong Nguy\u00ean s\u1ebd COD trong th\u00e1ng 10. \u0110i\u1ec1u n\u00e0y s\u1ebd gi\u00fap t\u0103ng g\u1ea5p \u0111\u00f4i doanh thu\/l\u1ee3i nhu\u1eadn trong n\u0103m 2022 cho m\u1ea3ng ph\u00e1t \u0111i\u1ec7n.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-7098 size-full\" src=\"https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/pc1-hose.jpg\" alt=\"c\u1ed5 phi\u1ebfu pc1\" width=\"800\" height=\"483\" title=\"\" srcset=\"https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/pc1-hose.jpg 800w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/pc1-hose-300x181.jpg 300w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/pc1-hose-768x464.jpg 768w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/pc1-hose-696x420.jpg 696w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>Ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng d\u00e0i h\u1ea1n v\u1eabn kh\u1ea3 quan khi nhu c\u1ea7u s\u1eed d\u1ee5ng \u0111i\u1ec7n t\u0103ng cao h\u01a1n t\u1ed1c \u0111\u1ed9 t\u0103ng GDP v\u00e0 kh\u1ea3 n\u0103ng gi\u00e1 FIT cho \u0111i\u1ec7n gi\u00f3 s\u1ebd \u0111\u01b0\u1ee3c k\u00e9o d\u00e0i t\u1edbi h\u1ebft 2023.<\/p>\n<p>Tri\u1ec3n v\u1ecdng t\u1eeb d\u1ef1 \u00e1n b\u1ea5t \u0111\u1ed9ng s\u1ea3n t\u01b0\u01a1ng lai: C\u00e1c d\u1ef1 \u00e1n B\u0110S g\u1ed1i \u0111\u1ea7u nh\u01b0 PCC1 V\u0129nh H\u01b0ng hay Th\u0103ng Long s\u1ebd gia t\u0103ng th\u00eam gi\u00e1 tr\u1ecb cho doanh nghi\u1ec7p tuy nhi\u00ean s\u1ebd ch\u1ec9 h\u1ea1ch to\u00e1n t\u1eeb n\u0103m 2023 tr\u1edf \u0111i.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"4_REE_%E2%80%93_Cong_ty_co_phan_co_dien_lanh_HOSE\"><\/span><strong>4. REE \u2013 C\u00f4ng ty c\u1ed5 ph\u1ea7n c\u01a1 \u0111i\u1ec7n l\u1ea1nh (HOSE)<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-7096 size-full\" src=\"https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/ree-hose.jpg\" alt=\"m\u00e3 REE\" width=\"800\" height=\"463\" title=\"\" srcset=\"https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/ree-hose.jpg 800w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/ree-hose-300x174.jpg 300w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/ree-hose-768x444.jpg 768w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/ree-hose-696x403.jpg 696w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/ree-hose-726x420.jpg 726w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>Nh\u1eefng ti\u1ec1m n\u0103ng s\u1eafp t\u1edbi c\u1ee7a REE:<\/p>\n<ul>\n<li>H\u1ee3p nh\u1ea5t VSH sau khi d\u1ef1 \u00e1n Th\u01b0\u1ee3ng Kon Tum \u0111\u00e3 COD to\u00e0n b\u1ed9 2 t\u1ed5 m\u00e1y v\u00e0 \u0111ang \u0111\u00e0m ph\u00e1n l\u1ea1i h\u1ee3p \u0111\u1ed3ng b\u00e1n \u0111i\u1ec7n m\u1edbi. N\u1ebfu th\u00e0nh c\u00f4ng, d\u1ef1 ki\u1ebfn t\u0103ng l\u1ee3i nhu\u1eadn sau thu\u1ebf 170 \u2013 180 t\u1ef7 n\u0103m 2022.<\/li>\n<li>03 d\u1ef1 \u00e1n \u0111i\u1ec7n gi\u00f3 v\u1edbi t\u1ed5ng c\u00f4ng su\u1ea5t 102 MW \u0111ang thi c\u00f4ng \u0111\u00fang ti\u1ebfn \u0111\u1ed9 gi\u00fap REE t\u0103ng th\u00eam kho\u1ea3ng h\u01a1n 700 t\u1ef7 doanh thu b\u00e1n \u0111i\u1ec7n gi\u00f3 v\u00e0 g\u1ea7n 200 t\u1ef7 \u0111\u1ed3ng LNST.<\/li>\n<li>T\u0103ng t\u1ef7 l\u1ec7 cho thu\u00ea v\u0103n ph\u00f2ng l\u00ean m\u1ee9c cao, \u0111\u1ea3m b\u1ea3o s\u1ebd \u0111em l\u1ea1i kho\u1ea3n doanh thu, l\u1ee3i nhu\u1eadn t\u1eeb m\u1ea3ng n\u00e0y.<\/li>\n<li>Kh\u1edfi c\u00f4ng Etown 6 s\u1ebd gi\u00fap t\u0103ng th\u00eam 40.000 m2, n\u00e2ng t\u1ed5ng di\u1ec7n t\u00edch l\u00ean h\u01a1n 200.000 m2 s\u00e0n v\u00e0o n\u0103m 2023.<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"5_TV2_%E2%80%93_CTCP_Tu_van_Xay_dung_Dien_2_HOSE\"><\/span><strong>5. TV2 \u2013 CTCP T\u01b0 v\u1ea5n X\u00e2y d\u1ef1ng \u0110i\u1ec7n 2 (HOSE)<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Ho\u1ea1t \u0111\u1ed9ng t\u1ed5ng th\u1ea7u EPC x\u00e2y l\u1eafp, QLDA ng\u00e0y c\u00e0ng c\u00f3 kinh nghi\u1ec7m l\u00e0m nh\u1eefng h\u1ea1ng m\u1ee5c kh\u00f3 gi\u00fap gia t\u0103ng doanh thu nhanh ch\u00f3ng trong th\u1eddi gian s\u1eafp t\u1edbi khi c\u00e1c d\u1ef1 \u00e1n \u0111i\u1ec7n gi\u00f3 \u0111\u01b0\u1ee3c \u01b0u ti\u00ean ph\u00e1t tri\u1ec3n v\u00e0 c\u00e1c d\u1ef1 \u00e1n nhi\u1ec7t \u0111i\u1ec7n \u0111\u1ea9y nhanh c\u00e1c th\u1ee7 t\u1ee5c \u0111\u1ea7u t\u01b0.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-7093 size-full\" src=\"https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/du-an-cua-cty-tv2.jpg\" alt=\"C\u00e1c d\u1ef1 \u00e1n c\u1ee7a TV2\" width=\"800\" height=\"412\" title=\"\" srcset=\"https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/du-an-cua-cty-tv2.jpg 800w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/du-an-cua-cty-tv2-300x155.jpg 300w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/du-an-cua-cty-tv2-768x396.jpg 768w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/05\/du-an-cua-cty-tv2-696x358.jpg 696w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Luu_y_khi_dau_tu_co_phieu_nganh_dien\"><\/span>L\u01b0u \u00fd khi \u0111\u1ea7u t\u01b0 c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>D\u00f9 c\u00e1c m\u00e3 c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n th\u01b0\u1eddng l\u00e0 nh\u1eefng ng\u00e0nh c\u00f3 th\u1ec3 ph\u00e1t tri\u1ec3n l\u00e2u d\u00e0i, \u0111\u01b0\u1ee3c nh\u00e0 n\u01b0\u1edbc h\u1ed7 tr\u1ee3 nhi\u1ec1u, nh\u01b0ng khi \u0111\u1ea7u t\u01b0 v\u00e0o ch\u00fang b\u1ea1n c\u1ea7n ph\u1ea3i c\u00e2n nh\u1eafc nh\u1eefng \u0111i\u1ec1u sau:<\/p>\n<ul>\n<li>C\u00f3 nhi\u1ec1u m\u00e3 c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n, nh\u01b0ng trong \u0111\u00f3 l\u1ea1i ph\u00e2n ra th\u00e0nh nhi\u1ec1u lo\u1ea1i c\u00e1c nhau: x\u00e2y l\u1eafp, \u0111i\u1ec7n kh\u00ed, \u0111i\u1ec7n gi\u00f3, th\u1ee7y \u0111i\u1ec7n, nhi\u1ec7t \u0111i\u1ec7n, \u0111i\u1ec7n m\u1eb7t tr\u1eddi.<\/li>\n<li>D\u00f9 l\u1ef1a ch\u1ecdn \u0111\u01b0\u1ee3c m\u1ed9t c\u1ed5 phi\u1ebfu t\u1ed1t, th\u00ec c\u0169ng ph\u1ea3i ch\u1ecdn th\u1eddi \u0111i\u1ec3m mua th\u00edch h\u1ee3p. Kh\u00f4ng mua khi gi\u00e1 \u0111\u00e3 qu\u00e1 cao, <a href=\"https:\/\/infina.vn\/blog\/fomo-la-gi-vi-sao-day-la-hoi-chung-ma-dan-choi-chung-khoan-rat-so\/\">FOMO<\/a> theo nh\u1eefng m\u00e3 t\u0103ng n\u00f3ng.<\/li>\n<li>Lu\u00f4n c\u00f3 nguy\u00ean t\u1eafc \u0111\u1ea7u t\u01b0 v\u00e0 tu\u00e2n th\u1ee7 theo n\u00f3, x\u00e1c \u0111\u1ecbnh \u0111\u01b0\u1ee3c r\u00f5 \u0111i\u1ec3m ch\u1ed1t l\u1eddi ho\u1eb7c \u0111i\u1ec3m c\u1eaft l\u1ed7.<\/li>\n<li>\u0110\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n, h\u00e3y x\u00e1c \u0111\u1ecbnh r\u1eb1ng n\u00ean \u0111\u1ea7u t\u01b0 d\u00e0i h\u1ea1n, b\u1edfi nh\u00f3m ng\u00e0nh n\u00e0y th\u01b0\u1eddng \u00edt khi t\u0103ng n\u00f3ng, t\u0103ng nhanh ch\u00f3ng th\u1eddi gian ng\u1eafn, v\u00ec v\u1eady nh\u1eefng ai l\u01b0\u1edbt s\u00f3ng, l\u01b0\u1edbt T3 th\u01b0\u1eddng kh\u00f4ng ph\u00f9 h\u1ee3p.<\/li>\n<li>S\u00f3ng ng\u00e0nh \u0111i\u1ec7n th\u01b0\u1eddng li\u00ean quan \u0111\u1ebfn nhu c\u1ea7u ti\u00eau th\u1ee5 \u0111i\u1ec7n t\u0103ng v\u1ecdt, khi\u1ebfn gi\u00e1 \u0111i\u1ec7n t\u0103ng cao. Nh\u01b0ng th\u01b0\u1eddng Nh\u00e0 n\u01b0\u1edbc s\u1ebd c\u00f3 nh\u1eefng ch\u00ednh s\u00e1ch nh\u1eb1m ki\u1ec1m ch\u1ebf gi\u00e1 t\u0103ng qu\u00e1 m\u1ee9c, v\u00ec v\u1eady s\u00f3ng ng\u00e0nh th\u01b0\u1eddng kh\u00f4ng d\u00e0i.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Tong_ket\"><\/span>T\u1ed5ng k\u1ebft<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Tr\u00ean \u0111\u00e2y l\u00e0 m\u1ed9t s\u1ed1 th\u00f4ng tin v\u1ec1 c\u1ed5 phi\u1ebfu ng\u00e0nh \u0111i\u1ec7n v\u00e0 ti\u1ec1m n\u0103ng ph\u00e1t tri\u1ec3n c\u1ee7a c\u00e1c m\u00e3 c\u1ed5 phi\u1ebfu thu\u1ed9c nh\u00f3m ng\u00e0nh n\u00e0y nh\u01b0 th\u1ebf n\u00e0o. \u0110\u00e2y l\u00e0 m\u1ed9t trong nh\u1eefng nh\u00f3m ng\u00e0nh \u0111\u1eb7c bi\u1ec7t ti\u1ec1m n\u0103ng b\u1edfi v\u00ec nhu c\u1ea7u s\u1eed d\u1ee5ng \u0111i\u1ec7n s\u1ebd ng\u00e0y c\u00e0ng cao khi c\u00f4ng ngh\u1ec7 4.0 v\u1eabn \u0111ang ng\u00e0y c\u00e0ng ph\u00e1t tri\u1ec3n.<\/p>\n<p>B\u1ea1n c\u00f3 c\u1ea3m ngh\u0129 nh\u01b0 th\u1ebf n\u00e0o? H\u00e3y \u0111\u1ec3 l\u1ea1i b\u00ecnh lu\u1eadn ph\u00eda d\u01b0\u1edbi nh\u00e9!<\/p>\n<p>Xem th\u00eam:<\/p>\n<ul>\n<li><a href=\"https:\/\/infina.vn\/blog\/top-6-co-phieu-nganh-duoc-tiem-nang-trong-nam-2022\/\">C\u00e1c c\u1ed5 phi\u1ebfu ng\u00e0nh d\u01b0\u1ee3c ti\u1ec1m n\u0103ng nh\u1ea5t 2020<\/a><\/li>\n<li><a href=\"https:\/\/infina.vn\/blog\/top-5-co-phieu-nganh-du-lich-trong-nam-2022\/\">TOP 5 c\u1ed5 phi\u1ebfu ng\u00e0nh du l\u1ecbch HOT nh\u1ea5t trong n\u0103m 2022 m\u00e0 b\u1ea1n kh\u00f4ng n\u00ean b\u1ecf qua<\/a><\/li>\n<\/ul>\n<figure id=\"attachment_5055\" aria-describedby=\"caption-attachment-5055\" style=\"width: 700px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.facebook.com\/groups\/368337714027357 \" rel=\"nofollow noopener\" target=\"_blank\"><img decoding=\"async\" class=\"wp-image-5055 size-full\" title=\"Tham gia c\u1ed9ng \u0111\u1ed3ng \u0111\u1ea7u t\u01b0 Infina \u0111\u1ec3 c\u00f9ng h\u1ecdc h\u1ecfi v\u00e0 trao \u0111\u1ed5i th\u00eam nhi\u1ec1u ki\u1ebfn th\u1ee9c\" src=\"https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/02\/banner-footer.png\" alt=\"tham gia group\" width=\"700\" height=\"200\" srcset=\"https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/02\/banner-footer.png 700w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/02\/banner-footer-300x86.png 300w, https:\/\/infina.vn\/blog\/wp-content\/uploads\/2022\/02\/banner-footer-696x200.png 696w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><figcaption id=\"caption-attachment-5055\" class=\"wp-caption-text\">Tham gia c\u1ed9ng \u0111\u1ed3ng \u0111\u1ea7u t\u01b0 Infina \u0111\u1ec3 c\u00f9ng h\u1ecdc h\u1ecfi v\u00e0 trao \u0111\u1ed5i th\u00eam nhi\u1ec1u ki\u1ebfn th\u1ee9c<\/figcaption><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>C&aacute;c c&#7893; phi&#7871;u ng&agrave;nh &#273;i&#7879;n lu&ocirc;n l&agrave; s&#7921; &#432;u ti&ecirc;n &#273;&#7889;i v&#7899;i c&aacute;c nh&agrave; &#273;&#7847;u t&#432; y&ecirc;u th&iacute;ch s&#7921; an to&agrave;n v&agrave; l&acirc;u d&agrave;i, b&#7903;i v&igrave; nhu c&#7847;u ti&ecirc;u d&ugrave;ng &#273;i&#7879;n lu&ocirc;n t&#259;ng d&#7851;n &#273;&#7871;n t&#7927; su&#7845;t sinh l&#7901;i c&#7911;a c&#7893; phi&#7871;u n&agrave;y r&#7845;t cao. H&atilde;y c&ugrave;ng &#273;i theo Infina v&igrave; b&agrave;i vi&#7871;t n&agrave;y s&#7869; [&hellip;]<\/p>\n","protected":false},"author":23,"featured_media":7104,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[87],"tags":[],"class_list":{"0":"post-7097","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-dau-tu-chung-khoan"},"_links":{"self":[{"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/posts\/7097","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/users\/23"}],"replies":[{"embeddable":true,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/comments?post=7097"}],"version-history":[{"count":1,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/posts\/7097\/revisions"}],"predecessor-version":[{"id":27402,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/posts\/7097\/revisions\/27402"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/media\/7104"}],"wp:attachment":[{"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/media?parent=7097"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/categories?post=7097"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/infina.vn\/blog\/wp-json\/wp\/v2\/tags?post=7097"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}