{"id":2159,"date":"2026-02-16T13:20:41","date_gmt":"2026-02-16T06:20:41","guid":{"rendered":"https:\/\/hoanongteva.com\/?p=2159"},"modified":"2026-02-16T13:20:41","modified_gmt":"2026-02-16T06:20:41","slug":"nganh-nong-nghiep-lai-lon-ai-dang-hut-hoi-vi-gia-heo","status":"publish","type":"post","link":"https:\/\/hoanongteva.com\/?p=2159","title":{"rendered":"Ng\u00e0nh n\u00f4ng nghi\u1ec7p l\u00e3i l\u1edbn, ai \u0111ang h\u1ee5t h\u01a1i v\u00ec gi\u00e1 heo?"},"content":{"rendered":"

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\n N\u0103m 2025, nh\u00f3m doanh nghi\u1ec7p n\u00f4ng nghi\u1ec7p – ch\u0103n nu\u00f4i ghi nh\u1eadn k\u1ebft qu\u1ea3 ph\u00e2n h\u00f3a, nhi\u1ec1u \u0111\u01a1n v\u1ecb nh\u01b0 HPA, Dabaco, Masan Meatlife t\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn, song v\u1eabn c\u00f3 doanh nghi\u1ec7p ch\u1ecbu \u00e1p l\u1ef1c t\u1eeb gi\u00e1 heo h\u01a1i v\u00e0 chi ph\u00ed \u0111\u1ea7u v\u00e0o.
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\"n\u00f4ng<\/div>
N\u00f4ng nghi\u1ec7p H\u00f2a Ph\u00e1t ( HPA) b\u00e1o l\u00e3i v\u01b0\u1ee3t 22% ch\u1ec9 ti\u00eau l\u1ee3i nhu\u1eadn n\u0103m – \u1ea2nh: T\u1eadp \u0111o\u00e0n H\u00f2a Ph\u00e1t<\/figcaption><\/figure>\n

Lo\u1ea1t “\u0111\u1ea1i gia” n\u00f4ng nghi\u1ec7p b\u1ed9i thu n\u0103m 2025<\/h2>\n

T\u1ea1i C\u00f4ng ty CP Ph\u00e1t tri\u1ec3n N\u00f4ng nghi\u1ec7p H\u00f2a Ph\u00e1t (HPA), doanh thu qu\u00fd 4 \u0111\u1ea1t 1.857 t\u1ec9 \u0111\u1ed3ng, gi\u1ea3m 8% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc. <\/p>\n

Trong k\u1ef3, chi ph\u00ed b\u00e1n h\u00e0ng v\u00e0 chi ph\u00ed qu\u1ea3n l\u00fd doanh nghi\u1ec7p \u0111\u01b0\u1ee3c ti\u1ebft gi\u1ea3m kho\u1ea3ng 2 t\u1ec9 \u0111\u1ed3ng. Tuy nhi\u00ean l\u1ee3i nhu\u1eadn sau thu\u1ebf v\u1eabn ch\u1ec9 \u0111\u1ea1t 303 t\u1ec9 \u0111\u1ed3ng, gi\u1ea3m 11% so v\u1edbi qu\u00fd 4-2024.<\/p>\n

Doanh nghi\u1ec7p cho bi\u1ebft nguy\u00ean nh\u00e2n ch\u1ee7 y\u1ebfu \u0111\u1ebfn t\u1eeb s\u1ea3n l\u01b0\u1ee3ng heo ti\u00eau th\u1ee5 gi\u1ea3m nh\u1eb9 v\u00e0 gi\u00e1 heo h\u01a1i \u0111i xu\u1ed1ng theo di\u1ec5n bi\u1ebfn th\u1ecb tr\u01b0\u1eddng chung.<\/p>\n

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  • \"Ng\u00e0nh
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    ‘Vua th\u00e9p’ Tr\u1ea7n \u0110\u00ecnh Long IPO m\u1ea3ng n\u00f4ng nghi\u1ec7p, ti\u1ebft l\u1ed9 t\u1ed5 ch\u1ee9c l\u1edbn gom h\u00e0ng c\u1ed5 phi\u1ebfu\u0110\u1eccC NGAY<\/span><\/p>\n
    <\/i><\/div>\n<\/h4>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n

    <\/p>\n

    L\u0169y k\u1ebf c\u1ea3 n\u0103m 2025, H\u00f2a Ph\u00e1t ghi nh\u1eadn doanh thu 8.116 t\u1ec9 \u0111\u1ed3ng, t\u0103ng 17% so v\u1edbi n\u0103m tr\u01b0\u1edbc. L\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u1ea1t 1.600 t\u1ec9 \u0111\u1ed3ng, t\u0103ng 55% so v\u1edbi n\u0103m 2024. <\/p>\n

    So v\u1edbi k\u1ebf ho\u1ea1ch \u0111\u1ec1 ra, doanh nghi\u1ec7p v\u01b0\u1ee3t 4% ch\u1ec9 ti\u00eau doanh thu v\u00e0 v\u01b0\u1ee3t 22% m\u1ee5c ti\u00eau l\u1ee3i nhu\u1eadn n\u0103m.<\/p>\n

    Di\u1ec5n bi\u1ebfn t\u01b0\u01a1ng t\u1ef1 c\u0169ng xu\u1ea5t hi\u1ec7n t\u1ea1i C\u00f4ng ty CP T\u1eadp \u0111o\u00e0n Dabaco Vi\u1ec7t Nam (Dabaco – DBC). Trong qu\u00fd 4, doanh thu \u0111\u1ea1t 3.729 t\u1ec9 \u0111\u1ed3ng, t\u0103ng nh\u1eb9 3% so v\u1edbi c\u00f9ng k\u1ef3, song l\u1ee3i nhu\u1eadn sau thu\u1ebf ch\u1ec9 \u0111\u1ea1t 148 t\u1ec9 \u0111\u1ed3ng, gi\u1ea3m 38%. <\/p>\n

    Theo doanh nghi\u1ec7p, gi\u00e1 l\u1ee3n h\u01a1i gi\u1ea3m khi\u1ebfn l\u1ee3i nhu\u1eadn m\u1ea3ng ch\u0103n nu\u00f4i l\u1ee3n s\u1ee5t h\u01a1n 76 t\u1ec9 \u0111\u1ed3ng. \u1ede chi\u1ec1u ng\u01b0\u1ee3c l\u1ea1i, m\u1ea3ng ch\u0103n nu\u00f4i g\u00e0 ghi nh\u1eadn l\u00e3i 53 t\u1ec9 \u0111\u1ed3ng, c\u1ea3i thi\u1ec7n \u0111\u00e1ng k\u1ec3 so v\u1edbi kho\u1ea3n l\u1ed7 g\u1ea7n 89 t\u1ec9 \u0111\u1ed3ng c\u00f9ng k\u1ef3. Kh\u1ed1i th\u01b0\u01a1ng m\u1ea1i d\u1ecbch v\u1ee5 v\u00e0 d\u1ea7u th\u1ef1c v\u1eadt c\u0169ng \u0111\u00f3ng g\u00f3p l\u1ee3i nhu\u1eadn cao h\u01a1n n\u0103m tr\u01b0\u1edbc.<\/p>\n

    T\u00ednh chung n\u0103m 2025, Dabaco \u0111\u1ea1t doanh thu thu\u1ea7n g\u1ea7n 14.898 t\u1ec9 \u0111\u1ed3ng, t\u0103ng 10% so v\u1edbi n\u0103m tr\u01b0\u1edbc. L\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u1ea1t 1.507 t\u1ec9 \u0111\u1ed3ng, t\u0103ng 96% v\u00e0 l\u00e0 m\u1ee9c cao nh\u1ea5t k\u1ec3 t\u1eeb khi doanh nghi\u1ec7p ho\u1ea1t \u0111\u1ed9ng. <\/p>\n

    V\u1edbi k\u1ebft qu\u1ea3 n\u00e0y, Dabaco ho\u00e0n th\u00e0nh 52% k\u1ebf ho\u1ea1ch doanh thu v\u00e0 g\u1ea7n 50% ch\u1ec9 ti\u00eau l\u1ee3i nhu\u1eadn n\u0103m.<\/p>\n

    Trong khi \u0111\u00f3, C\u00f4ng ty CP Masan MeatLife (MML) ghi nh\u1eadn k\u1ebft qu\u1ea3 t\u00edch c\u1ef1c \u1edf c\u1ea3 qu\u00fd 4 v\u00e0 c\u1ea3 n\u0103m. Doanh thu qu\u00fd cu\u1ed1i n\u0103m \u0111\u1ea1t 2.437 t\u1ec9 \u0111\u1ed3ng, t\u0103ng 11% so v\u1edbi c\u00f9ng k\u1ef3; l\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u1ea1t 153 t\u1ec9 \u0111\u1ed3ng, t\u0103ng h\u01a1n 79%. <\/p>\n

    Doanh nghi\u1ec7p cho bi\u1ebft doanh thu t\u0103ng \u1edf c\u00e1c m\u1ea3ng th\u1ecbt m\u00e1t v\u00e0 th\u1ecbt ch\u1ebf bi\u1ebfn, \u0111\u1ed3ng th\u1eddi ki\u1ec3m so\u00e1t t\u1ed1t chi ph\u00ed s\u1ea3n xu\u1ea5t, qua \u0111\u00f3 gi\u00fap l\u1ee3i nhu\u1eadn g\u1ed9p t\u0103ng th\u00eam 99 t\u1ec9 \u0111\u1ed3ng so v\u1edbi c\u00f9ng k\u1ef3. <\/p>\n

    M\u1ee9c t\u0103ng n\u00e0y \u0111\u1ee7 b\u00f9 \u0111\u1eafp ph\u1ea7n chi ph\u00ed b\u00e1n h\u00e0ng v\u00e0 qu\u1ea3n l\u00fd t\u0103ng 15 t\u1ec9 \u0111\u1ed3ng do \u0111\u1ea9y m\u1ea1nh ho\u1ea1t \u0111\u1ed9ng qu\u1ea3ng b\u00e1 v\u00e0 khuy\u1ebfn m\u00e3i.<\/p>\n

    K\u1ebft th\u00fac n\u0103m 2025, Masan MeatLife \u0111\u1ea1t 9.230 t\u1ec9 \u0111\u1ed3ng doanh thu, t\u0103ng 21% so v\u1edbi c\u00f9ng k\u1ef3. L\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u1ea1t 619 t\u1ec9 \u0111\u1ed3ng, g\u1ea5p 24 l\u1ea7n n\u0103m tr\u01b0\u1edbc. Doanh nghi\u1ec7p v\u01b0\u1ee3t 5% k\u1ebf ho\u1ea1ch doanh thu v\u00e0 g\u1ea5p 3 l\u1ea7n ch\u1ec9 ti\u00eau l\u1ee3i nhu\u1eadn n\u0103m.<\/p>\n

    L\u1ee3i nhu\u1eadn BAF gi\u1ea3m hai ch\u1eef s\u1ed1 <\/span><\/h2>\n

    Tr\u00e1i ng\u01b0\u1ee3c v\u1edbi xu h\u01b0\u1edbng tr\u00ean, C\u00f4ng ty CP N\u00f4ng nghi\u1ec7p BAF Vi\u1ec7t Nam (BAF) ghi nh\u1eadn doanh thu h\u01a1n 5.046 t\u1ec9 \u0111\u1ed3ng, gi\u1ea3m 10% so v\u1edbi n\u0103m 2024. <\/p>\n

    Ngu\u1ed3n thu ch\u1ee7 y\u1ebfu \u0111\u1ebfn t\u1eeb ho\u1ea1t \u0111\u1ed9ng ch\u0103n nu\u00f4i v\u1edbi h\u01a1n 5.049 t\u1ec9 \u0111\u1ed3ng, trong khi kh\u00f4ng ph\u00e1t sinh doanh thu t\u1eeb b\u00e1n n\u00f4ng s\u1ea3n. <\/p>\n

    L\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u1ea1t h\u01a1n 100 t\u1ec9 \u0111\u1ed3ng, gi\u1ea3m 68% so v\u1edbi n\u0103m tr\u01b0\u1edbc v\u00e0 m\u1edbi ho\u00e0n th\u00e0nh g\u1ea7n 16% m\u1ee5c ti\u00eau l\u1ee3i nhu\u1eadn n\u0103m (h\u01a1n 638 t\u1ec9 \u0111\u1ed3ng).<\/p>\n

    \n
    <\/figure>\n\n\n\n\n\n\n\n\n\n\n
    <\/th>\nL\u1ee3i nhu\u1eadn sau thu\u1ebf<\/th>\n<\/tr>\n<\/thead>\n
    2020<\/th>\n45<\/td>\n<\/tr>\n
    2021<\/th>\n321<\/td>\n<\/tr>\n
    2022<\/th>\n287<\/td>\n<\/tr>\n
    2023<\/th>\n30<\/td>\n<\/tr>\n
    2024<\/th>\n319<\/td>\n<\/tr>\n
    2025<\/th>\n100<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n

    Theo doanh nghi\u1ec7p, gi\u00e1 heo h\u01a1i gi\u1ea3m m\u1ea1nh trong th\u00e1ng 10 v\u00e0 th\u00e1ng 11-2025, xu\u1ed1ng kho\u1ea3ng 45.000-46.000 \u0111\u1ed3ng\/kg do \u1ea3nh h\u01b0\u1edfng c\u1ee7a d\u1ecbch ASF v\u00e0 thi\u00ean tai di\u1ec7n r\u1ed9ng, khi\u1ebfn bi\u00ean l\u1ee3i nhu\u1eadn thu h\u1eb9p. <\/p>\n

    \u0110\u1ed3ng th\u1eddi chi ph\u00ed s\u1ea3n xu\u1ea5t trong qu\u00fd 4 t\u0103ng \u0111\u00e1ng k\u1ec3, bao g\u1ed3m chi ph\u00ed ph\u00f2ng ch\u1ed1ng d\u1ecbch, x\u1eed l\u00fd m\u00f4i tr\u01b0\u1eddng v\u00e0 v\u1eadn h\u00e0nh ph\u00e1t sinh do th\u1eddi ti\u1ebft b\u1ea5t l\u1ee3i, l\u00e0m gi\u00e1 th\u00e0nh b\u00ecnh qu\u00e2n t\u0103ng trong b\u1ed1i c\u1ea3nh gi\u00e1 b\u00e1n gi\u1ea3m. <\/p>\n

    B\u00ean c\u1ea1nh \u0111\u00f3, vi\u1ec7c \u0111\u01b0a nhi\u1ec1u trang tr\u1ea1i m\u1edbi v\u00e0o ho\u1ea1t \u0111\u1ed9ng khi\u1ebfn chi ph\u00ed c\u1ed1 \u0111\u1ecbnh gia t\u0103ng trong giai \u0111o\u1ea1n \u0111\u1ea7u khi hi\u1ec7u su\u1ea5t ch\u01b0a t\u1ed1i \u01b0u, t\u1ea1o \u00e1p l\u1ef1c l\u00ean bi\u00ean l\u1ee3i nhu\u1eadn v\u00e0 d\u00f2ng ti\u1ec1n ng\u1eafn h\u1ea1n.<\/p>\n

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    \"n\u00f4ng<\/div>
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    \n<\/figcaption><\/figure>\n

    \"Ng\u00e0nhMasan MEATLife mang v\u1ec1 h\u01a1n 21 t\u1ec9 \u0111\u1ed3ng doanh thu m\u1ed7i ng\u00e0y<\/p>\n

    Masan MEATLife v\u00e0 WinCommerce \u0111\u00e3 mang l\u1ea1i l\u1ee3i nhu\u1eadn trong n\u0103m 2024, \u0111\u1ed3ng th\u1eddi l\u00e0 \u0111\u1ed9ng l\u1ef1c ch\u00ednh gi\u00fap th\u00fac \u0111\u1ea9y l\u1ee3i nhu\u1eadn c\u1ee7a t\u1eadp \u0111o\u00e0n trong th\u1eddi gian t\u1edbi.<\/p>\n<\/div>\n