{"id":28782,"date":"2026-06-13T19:10:40","date_gmt":"2026-06-13T19:10:40","guid":{"rendered":"https:\/\/vanhoimoi.org\/?p=28782"},"modified":"2026-06-13T19:10:43","modified_gmt":"2026-06-13T19:10:43","slug":"nganh-cong-nghiep-tam-pin-nang-luong-mat-troi-cua-trung-quoc-lam-vao-bat-on","status":"publish","type":"post","link":"https:\/\/vanhoimoi.org\/?p=28782","title":{"rendered":"Ng\u00e0nh c\u00f4ng nghi\u1ec7p t\u1ea5m pin n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi c\u1ee7a Trung Qu\u1ed1c l\u00e2m v\u00e0o b\u1ea5t \u1ed5n<\/strong>
The Economist<\/span>"},"content":{"rendered":"
\n
\"\"
T\u1ea5m pin n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi s\u1ea3n xu\u1ea5t t\u1ea1i t\u1ec9nh H\u00e0 Nam, Trung C\u1ed9ng<\/figcaption><\/figure>\n<\/div>\n\n\n

Ngu\u1ed3n: \u201cChina\u2019s world-beating solar industry is in turmoil\u201d, The Economist<\/em><\/mark><\/strong>, 26\/05\/2026<\/p>\n\n\n\n

Bi\u00ean d\u1ecbch: <\/strong>Ph\u1ea1m \u00c1nh Minh<\/p>\n\n\n\n

Cu\u1ed9c chi\u1ebfn \u1edf V\u00f9ng V\u1ecbnh c\u0169ng kh\u00f4ng th\u1ec3 c\u1ee9u v\u00e3n \u0111\u01b0\u1ee3c t\u00ecnh tr\u1ea1ng n\u00e0y.<\/mark><\/strong><\/em><\/p>\n\n\n\n

Trong b\u1ed1i c\u1ea3nh cu\u1ed9c chi\u1ebfn c\u1ee7a M\u1ef9 \u1edf Iran l\u00e0m chao \u0111\u1ea3o th\u1ecb tr\u01b0\u1eddng n\u0103ng l\u01b0\u1ee3ng, c\u00e1c c\u00f4ng ty n\u0103ng l\u01b0\u1ee3ng s\u1ea1ch c\u1ee7a Trung Qu\u1ed1c \u0111\u00e1ng ra \u0111\u00e3 c\u00f3 th\u1ec3 t\u1eadn d\u1ee5ng c\u01a1 h\u1ed9i n\u00e0y. Qu\u1ed1c gia n\u00e0y s\u1ea3n xu\u1ea5t h\u01a1n 80% t\u1ea5m pin n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi c\u1ee7a th\u1ebf gi\u1edbi v\u1edbi s\u1ed1 l\u01b0\u1ee3ng kh\u1ed5ng l\u1ed3.<\/strong> Nh\u1edd nh\u1eefng n\u1ed7 l\u1ef1c \u1ea5y, c\u00e1c ngu\u1ed3n n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o \u0111\u00e3 t\u1ea1o ra nhi\u1ec1u \u0111i\u1ec7n h\u01a1n than v\u00e0o cu\u1ed1i n\u0103m ngo\u00e1i tr\u00ean to\u00e0n th\u1ebf gi\u1edbi. D\u00f9 v\u1eady, ng\u00e0nh c\u00f4ng nghi\u1ec7p t\u1ea5m pin n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi c\u1ee7a Trung Qu\u1ed1c \u2014 d\u00f9 d\u1eabn \u0111\u1ea7u th\u1ebf gi\u1edbi \u2014 \u0111ang trong t\u00ecnh tr\u1ea1ng b\u1ea5t \u1ed5n. <\/strong>V\u00e0 cu\u1ed9c chi\u1ebfn c\u0169ng kh\u00f4ng \u0111\u1ee7 \u0111\u1ec3 \u1ed5n \u0111\u1ecbnh t\u00ecnh h\u00ecnh.<\/p>\n\n\n\n

Xu\u1ea5t kh\u1ea9u t\u1ea5m pin n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi c\u1ee7a Trung Qu\u1ed1c \u0111\u00e3 ch\u1ee9ng ki\u1ebfn s\u1ef1 t\u0103ng tr\u01b0\u1edfng m\u1ea1nh m\u1ebd k\u1ec3 t\u1eeb khi c\u00e1c cu\u1ed9c \u0111\u00e1nh bom b\u1eaft \u0111\u1ea7u. Tuy nhi\u00ean, c\u00e1c c\u00f4ng ty c\u0169ng ch\u01b0a th\u1ec3 th\u1ef1c s\u1ef1 \u0103n m\u1eebng b\u1edfi h\u1ecd ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi ba v\u1ea5n \u0111\u1ec1 l\u1edbn. Nhu c\u1ea7u trong n\u01b0\u1edbc \u0111\u1ed1i v\u1edbi c\u00e1c s\u1ea3n ph\u1ea9m n\u00e0y \u0111\u00e3 s\u1ee5t gi\u1ea3m l\u1ea7n \u0111\u1ea7u ti\u00ean trong nhi\u1ec1u th\u1eadp k\u1ef7 do l\u01b0\u1edbi \u0111i\u1ec7n qu\u1ed1c gia \u2014 v\u1ed1n l\u00e0 th\u1ecb tr\u01b0\u1eddng l\u1edbn nh\u1ea5t cho c\u00e1c t\u1ea5m pin n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi, b\u1ecf xa c\u00e1c th\u1ecb tr\u01b0\u1eddng kh\u00e1c \u2014 \u0111\u00e3 b\u1ecb qu\u00e1 t\u1ea3i.<\/mark><\/strong> Trong khi \u0111\u00f3, ngu\u1ed3n cung t\u1ea5m pin n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi l\u1ea1i d\u01b0 th\u1eeba do nhi\u1ec1u n\u0103m \u0111\u1ea7u t\u01b0 m\u1ea1nh v\u00e0o c\u00e1c nh\u00e0 m\u00e1y. V\u00e0 ch\u1ee7 ngh\u0129a b\u1ea3o h\u1ed9 th\u01b0\u01a1ng m\u1ea1i \u1edf c\u00e1c th\u1ecb tr\u01b0\u1eddng n\u01b0\u1edbc ngo\u00e0i ng\u00e0y c\u00e0ng gia t\u0103ng.<\/mark><\/strong> Nh\u1eefng v\u1ea5n \u0111\u1ec1 n\u00e0y h\u1ed9i t\u1ee5 v\u00e0o m\u1ed9t th\u1eddi \u0111i\u1ec3m t\u1ed3i t\u1ec7. H\u1ea7u h\u1ebft c\u00e1c c\u00f4ng ty \u0111\u1ec1u ho\u1ea1t \u0111\u1ed9ng thua l\u1ed7 k\u1ec3 t\u1eeb n\u0103m 2024 do cu\u1ed9c chi\u1ebfn gi\u00e1 c\u1ea3 kh\u1ed1c li\u1ec7t, v\u00e0 s\u1ed1 v\u1ee5 ph\u00e1 s\u1ea3n \u0111ang gia t\u0103ng<\/mark>. Sau th\u1eddi k\u1ef3 t\u0103ng tr\u01b0\u1edfng ch\u00f3ng m\u1eb7t, c\u00f4ng x\u01b0\u1edfng s\u1ea3n xu\u1ea5t n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi c\u1ee7a th\u1ebf gi\u1edbi hi\u1ec7n \u0111ang \u0111\u1ed1i m\u1eb7t v\u1edbi m\u1ed9t cu\u1ed9c thanh l\u1ecdc.<\/p>\n\n\n

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

Ng\u00e0nh n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi c\u1ee7a th\u1ebf gi\u1edbi v\u1ed1n \u0111\u00e3 kh\u00f4ng d\u1ec5 d\u00e0ng v\u1edbi c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0. H\u1ea7u h\u1ebft c\u00e1c t\u1ea5m pin m\u1eb7t tr\u1eddi \u0111\u1ec1u gi\u1ed1ng nhau, v\u00e0 nh\u1eefng c\u1ea3i ti\u1ebfn do m\u1ed9t nh\u00e0 s\u1ea3n xu\u1ea5t th\u1ef1c hi\u1ec7n s\u1ebd nhanh ch\u00f3ng b\u1ecb c\u00e1c \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh sao ch\u00e9p. Do \u0111\u00f3, c\u00e1c c\u00f4ng ty th\u01b0\u1eddng ph\u1ea3i m\u1edf r\u1ed9ng quy m\u00f4 c\u00e0ng nhanh c\u00e0ng t\u1ed1t \u0111\u1ec3 gi\u00e0nh th\u1ecb ph\u1ea7n. \u0110i\u1ec1u \u0111\u00f3 c\u00f3 ngh\u0129a l\u00e0 ngu\u1ed3n cung c\u00f3 th\u1ec3 v\u01b0\u1ee3t xa nhu c\u1ea7u, khi\u1ebfn bi\u00ean l\u1ee3i nhu\u1eadn s\u1ee5t gi\u1ea3m.<\/strong> Xu h\u01b0\u1edbng n\u00e0y t\u1eebng d\u1eabn \u0111\u1ebfn s\u1ef1 s\u1ee5t gi\u1ea3m doanh thu nghi\u00eam tr\u1ecdng v\u00e0o n\u0103m 2018, tr\u01b0\u1edbc khi ph\u1ee5c h\u1ed3i nh\u1edd nhu c\u1ea7u th\u1ecb tr\u01b0\u1eddng b\u1eaft k\u1ecbp ngu\u1ed3n cung.<\/p>\n\n\n\n

Nh\u01b0ng \u0111\u1ee3t suy tho\u00e1i hi\u1ec7n t\u1ea1i l\u1ea1i thu\u1ed9c m\u1ed9t quy m\u00f4 kh\u00e1c. Th\u1ecb tr\u01b0\u1eddng ch\u00ednh cho pin n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi v\u1eabn lu\u00f4n l\u00e0 th\u1ecb tr\u01b0\u1eddng n\u1ed9i \u0111\u1ecba Trung Qu\u1ed1c, trong khi vi\u1ec7c tri\u1ec3n khai s\u1ea3n xu\u1ea5t l\u1ea1i c\u00f3 t\u1ed1c \u0111\u1ed9 qu\u00e1 nhanh trong nh\u1eefng n\u0103m g\u1ea7n \u0111\u00e2y, khi\u1ebfn l\u01b0\u1edbi \u0111i\u1ec7n kh\u00f4ng th\u1ec3 ti\u1ebfp nh\u1eadn to\u00e0n b\u1ed9<\/strong>. Tr\u00ean kh\u1eafp \u0111\u1ea5t n\u01b0\u1edbc, nh\u1eefng m\u00e1i nh\u00e0, ng\u1ecdn \u0111\u1ed3i v\u00e0 sa m\u1ea1c \u0111\u1ec1u b\u1ecb ph\u1ee7 b\u1edfi m\u1ed9t l\u1edbp silicon m\u00e0u x\u00e1m \u0111\u1eadm. \u0110\u1ec3 duy tr\u00ec ngu\u1ed3n \u0111i\u1ec7n, Trung Qu\u1ed1c t\u1eeb l\u00e2u \u0111\u00e3 d\u1ef1a v\u00e0o c\u00e1c nh\u00e0 m\u00e1y nhi\u1ec7t \u0111i\u1ec7n than, c\u00f3 th\u1ec3 b\u1eadt t\u1eaft khi c\u1ea7n. T\u1ea5m pin m\u1eb7t tr\u1eddi ch\u1ec9 ho\u1ea1t \u0111\u1ed9ng khi tr\u1eddi n\u1eafng, \u0111i\u1ec1u n\u00e0y c\u00f3 th\u1ec3 d\u1eabn \u0111\u1ebfn t\u00ecnh tr\u1ea1ng thi\u1ebfu \u0111i\u1ec7n v\u00e0o ban \u0111\u00eam v\u00e0 d\u01b0 th\u1eeba v\u00e0o ban ng\u00e0y. H\u1eadu qu\u1ea3 l\u00e0 v\u00e0o th\u00e1ng 1 v\u00e0 th\u00e1ng 2 n\u0103m ngo\u00e1i, kho\u1ea3ng 9% n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi t\u1ea1i Trung Qu\u1ed1c b\u1ecb l\u00e3ng ph\u00ed, t\u0103ng so v\u1edbi 6% c\u1ee7a c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc \u0111\u00f3.<\/strong><\/p>\n\n\n\n

T\u1ea5t c\u1ea3 nh\u1eefng y\u1ebfu t\u1ed1 \u0111\u00f3 khi\u1ebfn vi\u1ec7c b\u1ed5 sung th\u00eam nhi\u1ec1u t\u1ea5m pin m\u1eb7t tr\u1eddi tr\u1edf n\u00ean kh\u00f3 bi\u1ec7n minh. Theo m\u1ed9t hi\u1ec7p h\u1ed9i nh\u00e0 s\u1ea3n xu\u1ea5t, s\u1ed1 l\u01b0\u1ee3ng t\u1ea5m pin m\u1eb7t tr\u1eddi \u0111\u01b0\u1ee3c l\u1eafp \u0111\u1eb7t trong n\u0103m nay c\u00f3 th\u1ec3 gi\u1ea3m t\u1eeb 24% \u0111\u1ebfn 43% so v\u1edbi n\u0103m 2025. <\/mark><\/strong>Nh\u01b0 v\u1eady l\u00e0 \u0111\u1ee7 \u0111\u1ec3 khi\u1ebfn nhu c\u1ea7u t\u1ea5m pin n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi to\u00e0n c\u1ea7u s\u1ee5t gi\u1ea3m v\u00e0o n\u0103m 2026, l\u1ea7n \u0111\u1ea7u ti\u00ean trong hai th\u1eadp k\u1ef7, theo c\u00f4ng ty t\u01b0 v\u1ea5n BloombergNEF. \u0110\u1ec3 l\u01b0\u1edbi \u0111i\u1ec7n Trung Qu\u1ed1c th\u00edch \u1ee9ng, n\u01b0\u1edbc n\u00e0y c\u1ea7n t\u00ecm c\u00e1ch l\u01b0u tr\u1eef n\u0103ng l\u01b0\u1ee3ng d\u01b0 th\u1eeba ho\u1eb7c truy\u1ec1n t\u1ea3i \u0111i\u1ec7n \u0111\u1ebfn nh\u1eefng n\u01a1i c\u1ea7n thi\u1ebft. \u0110i\u1ec1u n\u00e0y \u0111\u00f2i h\u1ecfi c\u00e1c kho\u1ea3n \u0111\u1ea7u t\u01b0 l\u1edbn v\u00e0o pin l\u01b0u tr\u1eef v\u00e0 \u0111\u01b0\u1eddng d\u00e2y \u0111i\u1ec7n, c\u0169ng nh\u01b0 c\u00e1c c\u01a1 ch\u1ebf th\u1ecb tr\u01b0\u1eddng linh ho\u1ea1t \u0111\u1ec3 \u0111i\u1ec1u ph\u1ed1i m\u1ecdi th\u1ee9 (\u1edf m\u1ed9t s\u1ed1 v\u00f9ng, c\u00e1c h\u1ee3p \u0111\u1ed3ng d\u00e0i h\u1ea1n d\u00e0nh cho n\u0103ng l\u01b0\u1ee3ng than \u0111\u00e1 \u0111\u00e3 lo\u1ea1i tr\u1eeb kh\u1ea3 n\u0103ng ph\u00e1t tri\u1ec3n n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o, m\u1eb7c d\u00f9 n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o c\u00f3 gi\u00e1 th\u00e0nh r\u1ebb h\u01a1n). T\u00ecnh tr\u1ea1ng n\u00e0y x\u1ea3y ra m\u1ed9t ph\u1ea7n l\u00e0 do pin l\u01b0u tr\u1eef \u2014 t\u01b0\u01a1ng t\u1ef1 nh\u01b0 t\u1ea5m pin n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi \u2014 \u0111ang ng\u00e0y c\u00e0ng tr\u1edf n\u00ean r\u1ebb h\u01a1n trong khi s\u1ea3n l\u01b0\u1ee3ng ng\u00e0y c\u00e0ng t\u0103ng. Nh\u01b0ng \u0111i\u1ec1u \u0111\u00f3 c\u1ea7n c\u00f3 th\u1eddi gian. V\u00e0 \u0111i\u1ec1u \u0111\u00f3 c\u00f3 ngh\u0129a l\u00e0 ngay c\u1ea3 khi vi\u1ec7c l\u1eafp \u0111\u1eb7t h\u1ec7 th\u1ed1ng n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi b\u1eaft \u0111\u1ea7u t\u0103ng tr\u1edf l\u1ea1i v\u00e0o n\u0103m t\u1edbi, t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng c\u00f3 th\u1ec3 s\u1ebd ch\u1eadm h\u01a1n nhi\u1ec1u so v\u1edbi tr\u01b0\u1edbc \u0111\u00e2y.<\/p>\n\n\n

\n
\"\"
T\u1ea5m pin n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi \u0111\u01b0\u1ee3c s\u1ea3n xu\u1ea5t t\u1ea1i Trung c\u1ed9ng (Reuter)<\/figcaption><\/figure>\n<\/div>\n\n\n

Trong khi \u0111\u00f3, c\u00e1c c\u00f4ng ty n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi c\u1ee7a Trung Qu\u1ed1c \u0111ang ph\u1ea3i v\u1eadt l\u1ed9n v\u1edbi t\u00ecnh tr\u1ea1ng th\u1eeba cung. Vi\u1ec7c \u0111\u1ea7u t\u01b0 m\u1ea1nh m\u1ebd \u0111\u00e3 gi\u00fap h\u1ecd \u0111\u1ea1t c\u00f4ng su\u1ea5t s\u1ea3n xu\u1ea5t h\u01a1n 1.000 gigawatt (GW) t\u1ea5m pin m\u1eb7t tr\u1eddi m\u1ed7i n\u0103m. <\/strong>Con s\u1ed1 \u0111\u00f3 c\u00f2n cao h\u01a1n nhi\u1ec1u so v\u1edbi m\u1ee9c kh\u1ed5ng l\u1ed3 600 GW \u0111\u00e3 \u0111\u01b0\u1ee3c l\u1eafp \u0111\u1eb7t tr\u00ean to\u00e0n th\u1ebf gi\u1edbi v\u00e0o n\u0103m 2025 v\u00e0 c\u00f3 l\u1ebd c\u00f2n nhi\u1ec1u h\u01a1n kh\u1ea3 n\u0103ng h\u1ea5p th\u1ee5 c\u1ee7a th\u1ecb tr\u01b0\u1eddng to\u00e0n c\u1ea7u<\/strong>, theo nh\u1eadn \u0111\u1ecbnh c\u1ee7a Jenny Chase thu\u1ed9c BloombergNEF. \u201cHi\u1ec7n t\u1ea1i, ch\u00fang ta \u0111ang d\u1ea7n h\u1ebft c\u00e1c qu\u1ed1c gia l\u1edbn ch\u01b0a c\u00f3 nhi\u1ec1u n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi.\u201d<\/p>\n\n\n\n

C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi \u0111\u00e3 k\u00eau g\u1ecdi \u201ct\u1ef1 k\u1ef7 lu\u1eadt\u201d \u0111\u1ec3 gi\u1ea3m b\u1edbt t\u00ecnh tr\u1ea1ng d\u01b0 th\u1eeba c\u00f4ng su\u1ea5t. N\u0103m ngo\u00e1i, m\u1ed9t s\u1ed1 c\u00f4ng ty \u0111\u00e3 n\u1ed7 l\u1ef1c ph\u1ed1i h\u1ee3p h\u1ea1n ng\u1ea1ch s\u1ea3n xu\u1ea5t v\u00e0 \u0111\u1eb7t ra m\u1ee9c gi\u00e1 s\u00e0n cho c\u00e1c t\u1ea5m pin m\u1eb7t tr\u1eddi. <\/strong>Tuy v\u1eady, th\u1ef1c t\u1ebf cho th\u1ea5y vi\u1ec7c ph\u1ed1i h\u1ee3p s\u1ea3n xu\u1ea5t l\u00e0 r\u1ea5t kh\u00f3 kh\u0103n. Ch\u1ec9 v\u00e0i tu\u1ea7n sau khi th\u1ecfa thu\u1eadn c\u00f3 hi\u1ec7u l\u1ef1c, m\u1ed9t c\u00f4ng ty \u0111\u00e3 b\u1ecb ch\u1ec9 tr\u00edch c\u00f4ng khai v\u00ec vi ph\u1ea1m. R\u1ed3i v\u00e0o th\u00e1ng 1, c\u00e1c quan ch\u1ee9c cho bi\u1ebft h\u1ecd lo ng\u1ea1i nh\u00f3m c\u00e1c c\u00f4ng ty n\u00e0y c\u00f3 kh\u1ea3 n\u0103ng tr\u1edf th\u00e0nh m\u1ed9t li\u00ean minh l\u0169ng \u0111o\u1ea1n th\u1ecb tr\u01b0\u1eddng.<\/p>\n\n\n\n

C\u00e1c quan ch\u1ee9c \u0111\u1ed3ng th\u1eddi c\u0169ng mu\u1ed1n c\u1eaft gi\u1ea3m t\u00ecnh tr\u1ea1ng d\u01b0 th\u1eeba n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t, v\u00ec \u0111\u00e2y l\u00e0 v\u1ea5n \u0111\u1ec1 chung c\u1ee7a nhi\u1ec1u ng\u00e0nh c\u00f4ng nghi\u1ec7p n\u0103ng l\u01b0\u1ee3ng s\u1ea1ch \u1edf Trung Qu\u1ed1c. Tr\u01b0\u1edbc \u0111\u00e2y, ch\u00ednh ph\u1ee7 t\u1eebng h\u00e0o ph\u00f3ng h\u1ed7 tr\u1ee3 c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi b\u1eb1ng nhi\u1ec1u c\u00e1ch, t\u1eeb \u0111\u1ea5t \u0111ai gi\u00e1 r\u1ebb \u0111\u1ebfn c\u00e1c kho\u1ea3n vay kh\u00f4ng l\u00e3i su\u1ea5t. Gi\u1edd \u0111\u00e2y, ch\u00ednh ph\u1ee7 \u0111\u00e3 g\u1ea7n nh\u01b0 r\u00fat lui ho\u00e0n to\u00e0n kh\u1ecfi c\u00e1c ch\u01b0\u01a1ng tr\u00ecnh h\u1ed7 tr\u1ee3 n\u00e0y. <\/mark>K\u1ec3 t\u1eeb th\u00e1ng 6 n\u0103m ngo\u00e1i, c\u00e1c d\u1ef1 \u00e1n n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi m\u1edbi ph\u1ea3i b\u00e1n \u0111i\u1ec7n v\u1edbi m\u1ee9c gi\u00e1 th\u1ecb tr\u01b0\u1eddng thay v\u00ec h\u01b0\u1edfng m\u1ee9c gi\u00e1 mua \u0111i\u1ec7n \u01b0u \u0111\u00e3i \u0111\u01b0\u1ee3c \u0111\u1ea3m b\u1ea3o<\/strong>. V\u00e0 m\u1ed9t l\u00fd do l\u1edbn gi\u1ea3i th\u00edch cho s\u1ef1 t\u0103ng tr\u01b0\u1edfng xu\u1ea5t kh\u1ea9u v\u00e0o th\u00e1ng 3 ch\u00ednh l\u00e0 c\u00e1c c\u00f4ng ty d\u1ed3n vi\u1ec7c giao h\u00e0ng tr\u01b0\u1edbc khi ch\u00ednh s\u00e1ch ho\u00e0n thu\u1ebf xu\u1ea5t kh\u1ea9u h\u1ebft hi\u1ec7u l\u1ef1c v\u00e0o ng\u00e0y 1\/4. Trong nh\u1eefng th\u00e1ng g\u1ea7n \u0111\u00e2y, m\u1ed9t s\u1ed1 ch\u00ednh quy\u1ec1n \u0111\u1ecba ph\u01b0\u01a1ng Trung Qu\u1ed1c th\u1eadm ch\u00ed \u0111\u00e3 b\u1eaft \u0111\u1ea7u y\u00eau c\u1ea7u c\u00e1c c\u00f4ng ty n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi ho\u00e0n tr\u1ea3 h\u00e0ng tri\u1ec7u nh\u00e2n d\u00e2n t\u1ec7 ti\u1ec1n tr\u1ee3 c\u1ea5p, th\u00e0 \u0111\u1ec3 h\u1ecd ph\u00e1 s\u1ea3n c\u00f2n h\u01a1n l\u00e0 ph\u1ea3i g\u00e1nh ch\u1ecbu nh\u1eefng kho\u1ea3n th\u1ea5t tho\u00e1t \u0111\u00f3.<\/p>\n\n\n\n

Trong khi \u0111\u00f3, c\u00e1c c\u0103ng th\u1eb3ng \u0111\u1ecba ch\u00ednh tr\u1ecb c\u00e0ng khi\u1ebfn cho t\u00ecnh h\u00ecnh u \u00e1m h\u01a1n. T\u1ea5m pin n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi Trung Qu\u1ed1c \u0111\u00e3 tr\u1edf th\u00e0nh n\u1ea1n nh\u00e2n c\u1ee7a ch\u00ednh s\u1ef1 th\u00e0nh c\u00f4ng c\u1ee7a m\u00ecnh, ch\u00e2m ng\u00f2i cho l\u00e0n s\u00f3ng ch\u1ee7 ngh\u0129a b\u1ea3o h\u1ed9 th\u01b0\u01a1ng m\u1ea1i t\u1eeb c\u1ea3 c\u00e1c n\u01b0\u1edbc ph\u01b0\u01a1ng T\u00e2y l\u1eabn c\u00e1c n\u01b0\u1edbc l\u00e1ng gi\u1ec1ng, bao g\u1ed3m c\u1ea3 \u1ea4n \u0110\u1ed9.<\/mark><\/strong> T\u1eeb n\u0103m 2022, M\u1ef9 \u0111\u00e3 \u00e1p d\u1ee5ng c\u00e1c h\u1ea1n ch\u1ebf nghi\u00eam ng\u1eb7t \u0111\u1ed1i v\u1edbi h\u00e0ng nh\u1eadp kh\u1ea9u, c\u0169ng nh\u01b0 m\u1ee9c thu\u1ebf quan cao \u0111\u1ed1i v\u1edbi c\u00e1c l\u00f4 h\u00e0ng \u0111\u01b0\u1ee3c ph\u00e9p nh\u1eadp kh\u1ea9u. M\u1ed9t s\u1ed1 ng\u01b0\u1eddi c\u0169ng lo ng\u1ea1i r\u1eb1ng c\u00e1c h\u1ea1 t\u1ea7ng n\u0103ng l\u01b0\u1ee3ng t\u1eeb Trung Qu\u1ed1c c\u00f3 th\u1ec3 g\u00e2y ra r\u1ee7i ro an ninh; v\u00e0o th\u00e1ng 5, Li\u00ean minh ch\u00e2u \u00c2u cho bi\u1ebft h\u1ecd s\u1ebd lo\u1ea1i b\u1ecf d\u1ea7n c\u00e1c nh\u00e0 cung c\u1ea5p bi\u1ebfn t\u1ea7n c\u1ee7a Trung Qu\u1ed1c \u2014 m\u1ed9t thi\u1ebft b\u1ecb quan tr\u1ecdng trong n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi \u2014 kh\u1ecfi c\u00e1c d\u1ef1 \u00e1n do EU t\u00e0i tr\u1ee3. M\u1ed9t s\u1ed1 c\u00f4ng ty Trung Qu\u1ed1c \u0111ang c\u1ed1 g\u1eafng chuy\u1ec3n s\u1ea3n xu\u1ea5t ra n\u01b0\u1edbc ngo\u00e0i \u0111\u1ec3 tr\u00e1nh nh\u1eefng r\u1eafc r\u1ed1i ch\u00ednh tr\u1ecb nh\u01b0 v\u1eady.<\/p>\n\n\n

\n
\"\"
TC s\u1ea3n xu\u1ea5t d\u01b0 th\u1eeba pin n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi<\/figcaption><\/figure>\n<\/div>\n\n\n

T\u1ea5t c\u1ea3 nh\u1eefng \u0111i\u1ec1u n\u00e0y t\u1ea1o n\u00ean m\u1ed9t tri\u1ec3n v\u1ecdng \u1ea3m \u0111\u1ea1m. H\u01a1n 40 c\u00f4ng ty n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi c\u1ee7a Trung Qu\u1ed1c \u0111\u00e3 ph\u00e1 s\u1ea3n, b\u1ecb mua l\u1ea1i ho\u1eb7c b\u1ecb h\u1ee7y ni\u00eam y\u1ebft kh\u1ecfi s\u00e0n giao d\u1ecbch ch\u1ee9ng kho\u00e1n k\u1ec3 t\u1eeb n\u0103m 2024. Theo Reuters, m\u1ed9t ph\u1ea7n ba l\u1ef1c l\u01b0\u1ee3ng lao \u0111\u1ed9ng c\u1ee7a 5 c\u00f4ng ty l\u1edbn nh\u1ea5t n\u01b0\u1edbc n\u00e0y \u0111\u00e3 b\u1ecb sa th\u1ea3i.<\/mark><\/strong> Nh\u01b0ng l\u00e0n s\u00f3ng h\u1ee3p nh\u1ea5t l\u1edbn nh\u1ea5t v\u1eabn ch\u01b0a k\u1ebft th\u00fac, theo Jessica Jin \u0111\u1ebfn t\u1eeb c\u00f4ng ty nghi\u00ean c\u1ee9u S&P Global. Gi\u00e1 t\u1ea5m pin n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi \u0111\u00e3 t\u0103ng nh\u1eb9 trong nh\u1eefng th\u00e1ng g\u1ea7n \u0111\u00e2y, nh\u01b0ng v\u1eabn \u0111ang \u0111\u01b0\u1ee3c b\u00e1n d\u01b0\u1edbi chi ph\u00ed s\u1ea3n xu\u1ea5t trung b\u00ecnh.<\/strong> Gi\u00e1 c\u1ed5 phi\u1ebfu c\u1ee7a nh\u1eefng nh\u00e0 s\u1ea3n xu\u1ea5t l\u1edbn nh\u01b0 LONGi Green Energy Technology, Tongwei, Jinko Solar v\u00e0 Trina Solar \u0111\u1ec1u \u0111ang \u1edf m\u1ee9c th\u1ea5p h\u01a1n m\u1ed9t n\u1eeda so v\u1edbi m\u1ee9c \u0111\u1ec9nh v\u00e0i n\u0103m tr\u01b0\u1edbc.<\/p>\n\n\n\n

Li\u1ec7u c\u00f3 \u0111i\u1ec1u g\u00ec c\u00f3 th\u1ec3 \u0111\u01b0a th\u1eddi k\u1ef3 ho\u00e0ng kim c\u1ee7a n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi tr\u1edf l\u1ea1i? Ch\u1eafc ch\u1eafn t\u00ecnh h\u00ecnh s\u1ebd kh\u1ea3 quan h\u01a1n n\u1ebfu c\u00e1c qu\u1ed1c gia d\u1ee1 b\u1ecf r\u00e0o c\u1ea3n th\u01b0\u01a1ng m\u1ea1i \u0111\u1ed1i v\u1edbi h\u00e0ng h\u00f3a Trung Qu\u1ed1c. M\u1ed9t gi\u1ea3i ph\u00e1p kh\u00e1c cho ng\u00e0nh c\u00f4ng nghi\u1ec7p n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi c\u1ee7a Trung Qu\u1ed1c c\u00f3 th\u1ec3 l\u00e0 vi\u1ec7c th\u01b0\u01a1ng m\u1ea1i h\u00f3a c\u00e1c c\u00f4ng ngh\u1ec7 gi\u00fap t\u0103ng \u0111\u00e1ng k\u1ec3 hi\u1ec7u su\u1ea5t c\u1ee7a c\u00e1c t\u1ea5m pin (hi\u1ec7n nay h\u1ea7u h\u1ebft ch\u1ec9 chuy\u1ec3n \u0111\u1ed5i 22-24% \u00e1nh s\u00e1ng chi\u1ebfu v\u00e0o th\u00e0nh \u0111i\u1ec7n n\u0103ng; c\u00e1c lo\u1ea1i t\u1ea5m pin ti\u00ean ti\u1ebfn h\u01a1n g\u1ecdi l\u00e0 perovskite c\u00f3 th\u1ec3 \u0111\u1ea9y t\u1ef7 l\u1ec7 n\u00e0y l\u00ean tr\u00ean 30%, trong khi v\u1ec1 l\u00fd thuy\u1ebft, chi ph\u00ed s\u1ea3n xu\u1ea5t s\u1ebd r\u1ebb h\u01a1n). C\u00e2u h\u1ecfi \u0111\u1eb7t ra l\u00e0 bao nhi\u00eau c\u00f4ng ty n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi c\u1ee7a Trung Qu\u1ed1c s\u1ebd c\u00f2n t\u1ed3n t\u1ea1i \u0111\u1ec3 ch\u1ee9ng ki\u1ebfn nh\u1eefng ti\u1ebfn b\u1ed9 \u0111\u00f3.<\/p>\n\n\n\n

The Economist<\/strong><\/p>\n\n\n\n

Ngu\u1ed3n tr\u00edch: Nghi\u00ean C\u1ee9u Qu\u1ed1c T\u1ebf<\/strong>
https:\/\/nghiencuuquocte.org\/2026\/05\/31\/nganh-cong-nghiep-tam-pin-nang-luong-mat-troi-cua-trung-quoc-lam-vao-bat-on\/#more-67197<\/p>\n\n\n\n

\u1ea2nh minh h\u1ecda: V\u1eadn H\u1ed9i M\u1edbi<\/strong><\/p>\n

<\/div>

<\/path><\/svg><\/i> \"Loading\"<\/p>

<\/div>","protected":false},"excerpt":{"rendered":"

Ngu\u1ed3n: \u201cChina\u2019s world-beating solar industry is in turmoil\u201d, The Economist, 26\/05\/2026 Bi\u00ean d\u1ecbch: Ph\u1ea1m \u00c1nh Minh Cu\u1ed9c chi\u1ebfn \u1edf V\u00f9ng V\u1ecbnh c\u0169ng kh\u00f4ng th\u1ec3 c\u1ee9u v\u00e3n \u0111\u01b0\u1ee3c t\u00ecnh tr\u1ea1ng n\u00e0y. Trong b\u1ed1i c\u1ea3nh cu\u1ed9c chi\u1ebfn c\u1ee7a M\u1ef9 \u1edf Iran l\u00e0m chao \u0111\u1ea3o th\u1ecb tr\u01b0\u1eddng n\u0103ng l\u01b0\u1ee3ng, c\u00e1c c\u00f4ng ty n\u0103ng l\u01b0\u1ee3ng s\u1ea1ch c\u1ee7a\u0111\u1ecdc ti\u1ebfp…<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":28784,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","footnotes":""},"categories":[7,12,9],"tags":[165,118,212,82,98],"class_list":["entry","author-ntviet","post-28782","post","type-post","status-publish","format-standard","has-post-thumbnail","category-binhluan","category-chuyenmuc","category-kinhte","tag-binh-luan","tag-chinh-tri","tag-chuyen-de","tag-kinh-te","tag-trung-cong"],"_links":{"self":[{"href":"https:\/\/vanhoimoi.org\/index.php?rest_route=\/wp\/v2\/posts\/28782","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vanhoimoi.org\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vanhoimoi.org\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vanhoimoi.org\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/vanhoimoi.org\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=28782"}],"version-history":[{"count":3,"href":"https:\/\/vanhoimoi.org\/index.php?rest_route=\/wp\/v2\/posts\/28782\/revisions"}],"predecessor-version":[{"id":28880,"href":"https:\/\/vanhoimoi.org\/index.php?rest_route=\/wp\/v2\/posts\/28782\/revisions\/28880"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/vanhoimoi.org\/index.php?rest_route=\/wp\/v2\/media\/28784"}],"wp:attachment":[{"href":"https:\/\/vanhoimoi.org\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=28782"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vanhoimoi.org\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=28782"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vanhoimoi.org\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=28782"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}