{"id":11994,"date":"2026-08-20T21:17:48","date_gmt":"2026-08-20T14:17:48","guid":{"rendered":"https:\/\/useful.vn\/?p=11994"},"modified":"2026-08-20T21:17:48","modified_gmt":"2026-08-20T14:17:48","slug":"loat-nha-may-pin-mat-troi-an-do-dong-cua-vi-thieu-linh-kien-trung-quoc","status":"publish","type":"post","link":"https:\/\/useful.vn\/?p=11994","title":{"rendered":"Lo\u1ea1t nh\u00e0 m\u00e1y pin m\u1eb7t tr\u1eddi \u1ea4n \u0110\u1ed9 \u0111\u00f3ng c\u1eeda v\u00ec thi\u1ebfu linh ki\u1ec7n Trung Qu\u1ed1c"},"content":{"rendered":"
\n

\nLo\u1ea1t nh\u00e0 m\u00e1y pin m\u1eb7t tr\u1eddi \u1ea4n \u0110\u1ed9 \u0111\u00f3ng c\u1eeda v\u00ec thi\u1ebfu linh ki\u1ec7n Trung Qu\u1ed1c <\/h1>\n

M\u1ed9t ph\u1ea7n ba doanh nghi\u1ec7p pin m\u1eb7t tr\u1eddi \u1ea4n \u0110\u1ed9 ng\u1eebng s\u1ea3n xu\u1ea5t, do kh\u00f4ng th\u1ec3 t\u00ecm \u0111\u01b0\u1ee3c ngu\u1ed3n cell pin n\u1ed9i \u0111\u1ecba thay th\u1ebf l\u01b0\u1ee3ng nh\u1eadp kh\u1ea9u t\u1eeb Trung Qu\u1ed1c.<\/p>\n

T\u1eeb th\u00e1ng 6, ch\u00ednh ph\u1ee7 \u1ea4n \u0110\u1ed9 bu\u1ed9c nh\u00e0 s\u1ea3n xu\u1ea5t pin m\u1eb7t tr\u1eddi n\u01b0\u1edbc n\u00e0y d\u00f9ng cell pin trong n\u01b0\u1edbc, nh\u1eb1m h\u00ecnh th\u00e0nh chu\u1ed7i cung \u1ee9ng n\u0103ng l\u01b0\u1ee3ng s\u1ea1ch n\u1ed9i \u0111\u1ecba, \u0111\u00e1p \u1ee9ng m\u1ee5c ti\u00eau ph\u00e1t th\u1ea3i r\u00f2ng b\u1eb1ng 0 (Net Zero) v\u00e0o n\u0103m 2070.<\/p>\n

M\u1ed9t t\u1ea5m pin m\u1eb7t tr\u1eddi g\u1ed3m cell (t\u1ebf b\u00e0o quang \u0111i\u1ec7n), khung, k\u00ednh c\u01b0\u1eddng l\u1ef1c, m\u00e0ng nh\u1ef1a… Trong \u0111\u00f3, cell l\u00e0 c\u1ea5u ph\u1ea7n quan tr\u1ecdng nh\u1ea5t, g\u1ed3m c\u00e1c linh ki\u1ec7n b\u00e1n d\u1eabn chuy\u1ec3n \u0111\u1ed5i \u00e1nh s\u00e1ng m\u1eb7t tr\u1eddi th\u00e0nh \u0111i\u1ec7n n\u0103ng. \u1ea4n \u0110\u1ed9 \u0111\u00e3 c\u1ee7ng c\u1ed1 \u0111\u01b0\u1ee3c n\u0103ng l\u1ef1c ph\u00e1t tri\u1ec3n pin m\u1eb7t tr\u1eddi \u1edf m\u1ee9c 200 GW, nh\u01b0ng h\u1ecd ch\u1ec9 t\u1ef1 ch\u1ee7 \u0111\u01b0\u1ee3c 13,5% cell pin. H\u1ecd nh\u1eadp kh\u1ea9u linh ki\u1ec7n n\u00e0y nhi\u1ec1u nh\u1ea5t t\u1eeb Trung Qu\u1ed1c, chi\u1ebfm 95% t\u1ed5ng kim ng\u1ea1ch.<\/p>\n

Vi\u1ec7c g\u1ea5p r\u00fat th\u00fac \u0111\u1ea9y n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t n\u1ed9i \u0111\u1ecba khi\u1ebfn h\u00e0ng lo\u1ea1t nh\u00e0 m\u00e1y ph\u1ea3i \u0111\u00f3ng c\u1eeda do kh\u00f4ng th\u1ec3 tho\u00e1t kh\u1ecfi ph\u1ee5 thu\u1ed9c v\u00e0o Trung Qu\u1ed1c. \u00d4ng Shailendra Shukla, Ch\u1ee7 t\u1ecbch c\u00f4ng ty s\u1ea3n xu\u1ea5t pin m\u1eb7t tr\u1eddi Icon Solar, cho bi\u1ebft h\u1ecd ch\u1ecbu nhi\u1ec1u thi\u1ec7t h\u1ea1i do t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t ngu\u1ed3n cung cell trong n\u01b0\u1edbc ba th\u00e1ng qua. N\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t c\u1ee7a h\u1ecd d\u1ef1 ki\u1ebfn s\u1ee5t m\u1ea1nh, c\u00f2n kho\u1ea3ng m\u1ed9t ph\u1ea7n ba.<\/p>\n

\n
\n<\/div>
\n

M\u1ed9t k\u1ef9 thu\u1eadt vi\u00ean ki\u1ec3m tra c\u00e1c t\u1ea5m pin m\u1eb7t tr\u1eddi t\u1ea1i m\u1ed9t trang tr\u1ea1i \u1edf Khavda, \u1ea4n \u0110\u1ed9, ng\u00e0y 12\/4\/2024.<\/p>\n<\/figcaption><\/figure>\n

Hi\u1ec7p h\u1ed9i c\u00e1c Nh\u00e0 s\u1ea3n xu\u1ea5t t\u1ea5m pin m\u1eb7t tr\u1eddi \u1ea4n \u0110\u1ed9 cho bi\u1ebft c\u1ea3 n\u01b0\u1edbc c\u00f3 140 nh\u00e0 s\u1ea3n xu\u1ea5t quy m\u00f4 v\u1eeba v\u00e0 nh\u1ecf. Trong s\u1ed1 \u0111\u00f3, g\u1ea7n m\u1ed9t ph\u1ea7n ba \u0111\u00e3 ng\u1eebng s\u1ea3n xu\u1ea5t, s\u1ed1 c\u00f2n l\u1ea1i ph\u1ea3i c\u1eaft gi\u1ea3m c\u00f4ng su\u1ea5t.<\/p>\n

H\u1ecd d\u1ef1 ki\u1ebfn ph\u1ea3i ch\u1edd 6-8 th\u00e1ng \u0111\u1ec3 mua \u0111\u01b0\u1ee3c cell t\u1eeb nh\u00e0 cung \u1ee9ng n\u1ed9i \u0111\u1ecba. T\u00ecnh tr\u1ea1ng n\u00e0y c\u00f3 th\u1ec3 \u0111\u1ea9y chi ph\u00ed s\u1ea3n xu\u1ea5t pin “made in India” cao g\u1ea7n g\u1ea5p \u0111\u00f4i vi\u1ec7c nh\u1eadp kh\u1ea9u cell t\u1eeb Trung Qu\u1ed1c.<\/p>\n

\u00d4ng Rajan Kalsotra, nh\u00e0 t\u01b0 v\u1ea5n c\u1ea5p cao t\u1ea1i c\u00f4ng ty nghi\u00ean c\u1ee9u th\u1ecb tr\u01b0\u1eddng n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o EUPD Research, nh\u00ecn nh\u1eadn t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t ngu\u1ed3n cung cell nghi\u00eam tr\u1ecdng n\u00f3i tr\u00ean s\u1ebd khi\u1ebfn \u1ea4n \u0110\u1ed9 m\u1ea5t 2-3 n\u0103m \u0111\u1ec3 thu h\u1eb9p kho\u1ea3ng c\u00e1ch cung-c\u1ea7u.<\/p>\n

B\u1ed9 N\u0103ng l\u01b0\u1ee3ng s\u1ea1ch c\u1ee7a \u1ea4n \u0110\u1ed9 cho bi\u1ebft h\u1ecd ch\u01b0a nh\u1eadn \u0111\u01b0\u1ee3c b\u00e1o c\u00e1o ch\u00ednh th\u1ee9c t\u1eeb Hi\u1ec7p h\u1ed9i v\u1ec1 vi\u1ec7c c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t pin m\u1eb7t tr\u1eddi ng\u1eebng s\u1ea3n xu\u1ea5t. C\u01a1 quan ch\u1ee9c n\u0103ng \u0111ang theo d\u00f5i gi\u00e1 c\u1ea3, \u0111\u1ed3ng th\u1eddi k\u1ef3 v\u1ecdng n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t cell trong n\u01b0\u1edbc s\u1ebd theo k\u1ecbp nhu c\u1ea7u trong s\u00e1u th\u00e1ng t\u1edbi.<\/p>\n

Tuy nhi\u00ean, nh\u00e0 s\u1ea3n xu\u1ea5t ph\u1ea3n h\u1ed3i r\u1eb1ng vi\u1ec7c \u0111\u01b0a c\u01a1 s\u1edf s\u1ea3n xu\u1ea5t cell v\u00e0o v\u1eadn h\u00e0nh m\u1ea5t th\u1eddi gian h\u01a1n nhi\u1ec1u so v\u1edbi d\u1ef1 ki\u1ebfn c\u1ee7a ch\u00ednh ph\u1ee7. Quy \u0111\u1ecbnh bu\u1ed9c s\u1eed d\u1ee5ng cell n\u1ed9i \u0111\u1ecba \u0111\u01b0\u1ee3c ban h\u00e0nh cu\u1ed1i n\u0103m 2024, c\u00f3 hi\u1ec7u l\u1ef1c t\u1eeb th\u00e1ng 6. \u00d4ng Chetan Shah, Ch\u1ee7 t\u1ecbch doanh nghi\u1ec7p s\u1ea3n xu\u1ea5t t\u1ea5m pin m\u1eb7t tr\u1eddi Solex Energy, n\u00f3i r\u1eb1ng vi\u1ec7c bu\u1ed9c doanh nghi\u1ec7p s\u1ea3n xu\u1ea5t cell sau 18 th\u00e1ng l\u00e0 kh\u00f4ng th\u1ec3, b\u1edfi c\u00f4ng ngh\u1ec7 s\u1ea3n xu\u1ea5t ph\u1ee9c t\u1ea1p, c\u00f9ng v\u1edbi kh\u00f3 kh\u0103n trong t\u00ecm ki\u1ebfm ngu\u1ed3n nguy\u00ean li\u1ec7u th\u00f4 v\u00e0 qu\u1ef9 \u0111\u1ea5t x\u00e2y d\u1ef1ng.<\/p>\n

Theo Reuters<\/em>, vi\u1ec7c t\u1ef1 ch\u1ee7 s\u1ea3n xu\u1ea5t cell c\u1ee7a \u1ea4n \u0110\u1ed9 c\u00f2n g\u1eb7p kh\u00f3 b\u1edfi Trung Qu\u1ed1c, n\u01b0\u1edbc s\u1ea3n xu\u1ea5t pin m\u1eb7t tr\u1eddi l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi, \u0111\u00e3 h\u1ea1n ch\u1ebf xu\u1ea5t kh\u1ea9u c\u00f4ng ngh\u1ec7 s\u1ea3n xu\u1ea5t, thi\u1ebft b\u1ecb v\u00e0 h\u1ed7 tr\u1ee3 k\u1ef9 thu\u1eadt.<\/p>\n

\u0110\u1ec3 gi\u1ea3m lo ng\u1ea1i c\u1ee7a ng\u00e0nh, \u1ea4n \u0110\u1ed9 \u0111\u00e3 gia h\u1ea1n th\u1eddi h\u1ea1n \u00e1p d\u1ee5ng quy \u0111\u1ecbnh tr\u00ean \u0111\u1ebfn cu\u1ed1i n\u0103m nay cho m\u1ed9t s\u1ed1 d\u1ef1 \u00e1n. Doanh nghi\u1ec7p khuy\u1ebfn ngh\u1ecb vi\u1ec7c gia h\u1ea1n c\u1ea7n m\u1edf r\u1ed9ng cho to\u00e0n ng\u00e0nh.<\/p>\n

N\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi chi\u1ebfm kho\u1ea3ng 29% t\u1ed5ng c\u00f4ng su\u1ea5t ngu\u1ed3n \u0111i\u1ec7n kh\u00f4ng s\u1eed d\u1ee5ng nhi\u00ean li\u1ec7u h\u00f3a th\u1ea1ch c\u1ee7a \u1ea4n \u0110\u1ed9. \u0110i\u1ec7n t\u1eeb m\u1eb7t tr\u1eddi n\u01b0\u1edbc n\u00e0y hi\u1ec7n \u0111\u1ea1t c\u00f4ng su\u1ea5t 162 GW, d\u1ef1 ki\u1ebfn s\u1ebd t\u0103ng l\u00ean h\u01a1n 292 GW v\u00e0o n\u0103m 2030.<\/p>\n

B\u1ea3o B\u1ea3o<\/strong> (theo Reuters<\/em>)<\/p>\n<\/article>\n

\n

https:\/\/vnexpress.net\/loat-nha-may-pin-mat-troi-an-do-dong-cua-vi-thieu-linh-kien-trung-quoc-5101508.html<\/p>\n","protected":false},"excerpt":{"rendered":"

Lo\u1ea1t nh\u00e0 m\u00e1y pin m\u1eb7t tr\u1eddi \u1ea4n \u0110\u1ed9 \u0111\u00f3ng c\u1eeda v\u00ec thi\u1ebfu linh ki\u1ec7n Trung Qu\u1ed1c M\u1ed9t ph\u1ea7n ba doanh nghi\u1ec7p pin m\u1eb7t tr\u1eddi \u1ea4n \u0110\u1ed9 ng\u1eebng s\u1ea3n xu\u1ea5t, do kh\u00f4ng th\u1ec3 t\u00ecm \u0111\u01b0\u1ee3c ngu\u1ed3n cell pin n\u1ed9i \u0111\u1ecba thay th\u1ebf l\u01b0\u1ee3ng nh\u1eadp kh\u1ea9u t\u1eeb Trung Qu\u1ed1c. T\u1eeb th\u00e1ng 6, ch\u00ednh ph\u1ee7 \u1ea4n \u0110\u1ed9 bu\u1ed9c<\/p>\n","protected":false},"author":1,"featured_media":11995,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[],"class_list":["post-11994","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-thi-truong"],"_links":{"self":[{"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/posts\/11994","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=11994"}],"version-history":[{"count":0,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/posts\/11994\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=\/wp\/v2\/media\/11995"}],"wp:attachment":[{"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=11994"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=11994"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/useful.vn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=11994"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}