As of August 1, nearly all major players in various industries have published their Q2 2025 financial statements, creating a comprehensive picture of business performance for the second quarter and the first half of the year. The analysis reveals crucial insights into the economic landscape, highlighting the sectors that are thriving and those facing challenges.
Nội dung chính
Toàn cảnh BCTC quý 2/2025: Ngân hàng áp đảo về lợi nhuận, ngành điện, cao su tăng trưởng cao, bất động sản phân hóa mạnh, Novaland lỗ lớn nhất quý
The banking sector continues to serve as a growth driver, with several banks reporting high profits. For example, banks like VietinBank and Vietcombank have maintained their strong performance. The rubber, electricity, and construction materials sectors are also experiencing robust growth. In contrast, the coal industry is facing declines, and the real estate and securities sectors are showcasing significant polarization, with some companies recovering well while others continue to report losses or negative growth.
Ngành ngân hàng tiếp tục là trụ cột của nền kinh tế với lợi nhuận cao và tăng trưởng ổn định. Nhóm ngân hàng chiếm tới 7 trong 10 doanh nghiệp có lợi nhuận trước thuế cao nhất quý 2/2025.
The banking industry remains a cornerstone of the economy, with high profits and stable growth. It is noteworthy that seven out of the ten companies reporting the highest pre-tax profits in Q2 2025 belong to this sector. This dominance underscores the vital role banks play in driving economic activity and supporting other industries.
Trong quý này, VietinBank đã vượt qua Vietcombank để dẫn đầu về lợi nhuận nhóm ngân hàng với lợi nhuận trước thuế đạt 12.097 tỷ đồng, tăng 79% so với cùng kỳ.
In this quarter, VietinBank has taken the lead over Vietcombank in the banking sector with a pre-tax profit reaching 12.097 trillion VND, marking a remarkable 79% increase compared to the same period last year. This impressive growth can be attributed to a combination of effective risk management strategies and an increase in lending activities.
Một số ngân hàng có mức tăng trưởng cao là ABBank (222%), NCB (535%) và KienlongBank (67%).
Several banks reported exceptionally high growth rates, including ABBank with an astounding 222% increase, NCB with a phenomenal 535% rise, and KienlongBank achieving a 67% growth. These figures reflect aggressive expansion strategies and a favorable economic environment that encourages lending and investment.
Ngành BĐS phân hóa mạnh trong quý này. Nhiều doanh nghiệp có mức tăng trưởng cao như First Real (1.100%), An Gia (4.009%), Becamex IDC (358%), Viglacera (216%), VEF (217%),…
In the real estate sector, there is a stark contrast in performance. Numerous companies have recorded significant growth rates, such as First Real with a staggering 1,100% increase, An Gia with an astounding 4,009% rise, and Becamex IDC at 358%. This diversification showcases the varying dynamics within the real estate market where some players thrive while others struggle.
Novaland lỗ lớn nhất nhóm bất động sản cũng như quý 2/2025 với khoản lỗ trước thuế 138 tỷ đồng, dù đã cải thiện so với cùng kỳ.
Despite the overall positive sentiment in the sector, Novaland has reported the largest loss among real estate companies and for Q2 2025, with a pre-tax loss of 138 billion VND, although this figure shows improvement compared to the same period last year. This scenario raises questions about the sustainability of growth in the sector and highlights the need for robust financial strategies.
The securities industry has seen many firms reporting high profits, with TCBS, VIX, and SSI all surpassing 1 trillion VND in earnings. Additionally, several securities companies are exhibiting growth rates that are doubling, such as LPBS, VIX, and CTS, indicating a healthy and competitive environment in the financial markets.
In the steel sector, leading company Hòa Phát (HPG) reported a pre-tax profit of 4.972 trillion VND, reflecting a 33% increase compared to the same period last year. With a low baseline from last year, Tisco experienced a remarkable 5,899% growth in pre-tax profit for Q2. However, three steel companies—SMC, Đại Thiên Lộc, and Cao Bằng Steel—reported losses, showcasing the volatility and challenges within this industry.
Ngành ô tô quý này cũng tăng trưởng tốt đặc biệt ở chỗ HHS với mức tăng lên đến 3.075%. Các doanh nghiệp săm lốp đều báo LNTT quý 2 giảm.
The automotive industry also showed promising growth, particularly with HHS achieving an increase of up to 3,075%. This surge can be attributed to rising consumer demand and innovative product launches. However, companies involved in tire manufacturing reported a decline in pre-tax profits for Q2, highlighting the uneven performance across different segments of the industry.
Among construction material companies, only two—HCD and Vicostone—reported declines in pre-tax profits during Q2, while Taicera reported losses. Conversely, firms like Nhựa Bình Minh and Nhựa Tiền Phong reported record profits, demonstrating the strong demand for plastics and construction materials in the current market.
The electricity sector experienced impressive growth in Q2, with many companies reporting doubled figures. This increase is largely driven by rising energy demands and improved efficiency in production processes, showcasing the sector’s capacity to adapt to changing market conditions.
Hầu hết các doanh nghiệp than đều báo lãi giảm.
Most coal companies reported declines in profits, signaling potential challenges ahead. This trend may be influenced by a combination of market demand fluctuations and regulatory changes impacting the industry. Companies must navigate these challenges to maintain profitability and market share.
LNTT nhóm doanh nghiệp cao su tăng tốt trong quý vừa rồi.
The profits before tax of rubber sector companies have shown positive growth in the recent quarter, supported by rising global prices and increased demand in international markets. This sector’s performance reflects a broader trend of recovery in commodity prices, benefiting producers and exporters alike.
Lợi nhuận trước thuế các doanh nghiệp niêm yết quý 2/2025 sắp xếp theo ngành:
In summary, the pre-tax profits of listed companies for Q2 2025 are organized by sector, demonstrating the diverse performance across various industries. Each sector’s unique challenges and opportunities highlight the complexity of the current economic landscape.
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