{"id":8985,"date":"2024-11-20T11:06:12","date_gmt":"2024-11-20T04:06:12","guid":{"rendered":"https:\/\/phukienmattroi.com\/index.php\/2024\/11\/20\/voi-viec-san-xuat-80-tong-so-tam-pin-mat-troi-tren-toan-cau-trung-quoc-dang-nam-trong-tay-loi-the-rat-lon-o-mang-nang-luong-tai-tao\/"},"modified":"2024-11-20T11:06:12","modified_gmt":"2024-11-20T04:06:12","slug":"voi-viec-san-xuat-80-tong-so-tam-pin-mat-troi-tren-toan-cau-trung-quoc-dang-nam-trong-tay-loi-the-rat-lon-o-mang-nang-luong-tai-tao","status":"publish","type":"post","link":"https:\/\/phukienmattroi.com\/index.php\/2024\/11\/20\/voi-viec-san-xuat-80-tong-so-tam-pin-mat-troi-tren-toan-cau-trung-quoc-dang-nam-trong-tay-loi-the-rat-lon-o-mang-nang-luong-tai-tao\/","title":{"rendered":"V\u1edbi vi\u1ec7c s\u1ea3n xu\u1ea5t 80% t\u1ed5ng s\u1ed1 t\u1ea5m pin m\u1eb7t tr\u1eddi tr\u00ean to\u00e0n c\u1ea7u, Trung Qu\u1ed1c \u0111ang n\u1eafm trong tay l\u1ee3i th\u1ebf r\u1ea5t l\u1edbn \u1edf m\u1ea3ng n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o."},"content":{"rendered":"

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Theo C\u01a1 quan N\u0103ng l\u01b0\u1ee3ng Qu\u1ed1c t\u1ebf (IEA), s\u1ed1 ti\u1ec1n chi cho s\u1ea3n xu\u1ea5t n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi \u0111\u1ea1t 380 t\u1ef7 USD trong n\u0103m nay. \u0110\u00e2y c\u0169ng l\u00e0 l\u1ea7n \u0111\u1ea7u trong l\u1ecbch s\u1eed, l\u0129nh v\u1ef1c n\u00e0y v\u01b0\u1ee3t qua vi\u1ec7c chi ti\u00eau cho khai th\u00e1c d\u1ea7u m\u1ecf (370 t\u1ef7 USD).<\/p>\n

Theo gi\u1edbi chuy\u00ean gia, th\u1ebf gi\u1edbi \u0111ang chuy\u1ec3n d\u1ecbch t\u1eeb n\u0103ng l\u01b0\u1ee3ng h\u00f3a th\u1ea1ch sang n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o, nhi\u1ec1u nh\u1ea5t l\u00e0 n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi. Trong khi \u0111\u00f3, h\u1ea7u h\u1ebft pin quang \u0111i\u1ec7n hi\u1ec7n l\u00e0 t\u1eeb Trung Qu\u1ed1c. IEA th\u1ed1ng k\u00ea n\u01b0\u1edbc n\u00e0y chi\u1ebfm 80% t\u1ed5ng s\u1ed1 t\u1ea5m pin m\u1eb7t tr\u1eddi \u0111\u01b0\u1ee3c s\u1ea3n xu\u1ea5t tr\u00ean to\u00e0n c\u1ea7u. N\u1ebfu x\u00e9t tr\u00ean chu\u1ed7i cung \u1ee9ng, s\u1ee9c \u1ea3nh h\u01b0\u1edfng c\u1ee7a \u0111\u1ea5t n\u01b0\u1edbc t\u1ef7 d\u00e2n c\u00f2n r\u00f5 r\u1ec7t h\u01a1n: s\u1ea3n xu\u1ea5t 85% th\u00e0nh ph\u1ea7n pin quang \u0111i\u1ec7n, 88% polysilicon – t\u1ea5m chuy\u1ec3n quang n\u0103ng th\u00e0nh \u0111i\u1ec7n n\u0103ng v\u00e0 t\u1edbi 97% t\u1ea5m m\u1ecfng b\u1ea3o v\u1ec7 l\u00f5i pin m\u1eb7t tr\u1eddi.<\/p>\n

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C\u00f4ng nh\u00e2n c\u00f4ng ty GCL Poly Energy – m\u1ed9t trong nh\u1eefng nh\u00e0 s\u1ea3n xu\u1ea5t pin m\u1eb7t tr\u1eddi l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi – \u0111ang ki\u1ec3m tra pin t\u1ea1i nh\u00e0 m\u00e1y \u1edf Giang T\u00f4. \u1ea2nh: AFP<\/em><\/p>\n<\/figcaption><\/figure>\n

S\u1ef1 th\u1ed1ng tr\u1ecb v\u1ec1 n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi c\u1ee7a Trung Qu\u1ed1c di\u1ec5n ra kh\u00e1 nhanh. N\u0103m 2005, ch\u00e2u \u00c2u d\u1eabn \u0111\u1ea7u cu\u1ed9c \u0111ua, ri\u00eang \u0110\u1ee9c \u0111\u00e3 chi\u1ebfm m\u1ed9t ph\u1ea7n n\u0103m s\u1ea3n l\u01b0\u1ee3ng pin m\u1eb7t tr\u1eddi to\u00e0n c\u1ea7u. Ch\u1ec9 5 n\u0103m sau, khu v\u1ef1c n\u00e0y v\u1eabn l\u1eafp nhi\u1ec1u \u0111i\u1ec7n m\u1eb7t tr\u1eddi nh\u01b0ng s\u1ea3n xu\u1ea5t \u00edt h\u01a1n. N\u0103m nay, c\u1ee9 10 t\u1ea5m pin m\u1eb7t tr\u1eddi b\u00e1n ra th\u1ecb tr\u01b0\u1eddng, c\u00f3 8 t\u1ea5m pin \u0111\u01b0\u1ee3c s\u1ea3n xu\u1ea5t t\u1ea1i Trung Qu\u1ed1c.<\/p>\n

S\u1ef1 ph\u00e1t tri\u1ec3n nhanh ch\u00f3ng c\u1ee7a \u0111i\u1ec7n m\u1eb7t tr\u1eddi t\u1ea1i Trung Qu\u1ed1c ch\u1ee7 y\u1ebfu nh\u1edd ch\u00ednh s\u00e1ch th\u00fac \u0111\u1ea9y c\u1ee7a n\u01b0\u1edbc n\u00e0y, nh\u01b0 v\u1ed1n v\u00e0 chi ph\u00ed th\u1ea5p, d\u1ef1 \u00e1n ph\u00ea duy\u1ec7t nhanh, c\u00e1c c\u00f4ng ty trong n\u01b0\u1edbc \u0111\u01b0\u1ee3c b\u1ea3o v\u1ec7 kh\u1ecfi s\u1ef1 c\u1ea1nh tranh n\u01b0\u1edbc ngo\u00e0i, chi ph\u00ed nh\u00e2n c\u00f4ng th\u1ea5p, m\u1ea1ng l\u01b0\u1edbi chu\u1ed7i cung \u1ee9ng r\u1ed9ng kh\u1eafp v\u00e0 nhu c\u1ea7u trong n\u01b0\u1edbc cao. \u0110\u00e2y c\u0169ng l\u00e0 nh\u1eefng y\u1ebfu t\u1ed1 gi\u00fap Trung Qu\u1ed1c th\u00e0nh c\u00f4ng x\u01b0\u1edfng s\u1ea3n xu\u1ea5t kh\u00f3 b\u1ecb l\u1eadt \u0111\u1ed5 c\u1ee7a th\u1ebf gi\u1edbi.<\/p>\n

Qu\u00e2n b\u00e0i chi\u1ebfn l\u01b0\u1ee3c<\/strong><\/p>\n

“\u00dd ngh\u0129a \u0111\u1ecba ch\u00ednh tr\u1ecb c\u1ee7a vi\u1ec7c n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi s\u1ebd tr\u1edf th\u00e0nh ngu\u1ed3n n\u0103ng l\u01b0\u1ee3ng thay th\u1ebf d\u1ea7u m\u1ecf r\u1ea5t l\u1edbn”, Graham Allison, gi\u00e1o s\u01b0 t\u1ea1i \u0110\u1ea1i h\u1ecdc Harvard, nh\u1eadn \u0111\u1ecbnh tr\u00ean FT<\/em>. “T\u1ea1i sao Trung \u0110\u00f4ng l\u1ea1i tr\u1edf th\u00e0nh trung t\u00e2m c\u1ee7a \u0111\u1ea5u tr\u01b0\u1eddng trong th\u1eadp k\u1ef7 qua, v\u00ec c\u00e1c n\u01b0\u1edbc \u1edf \u0111\u00f3 l\u00e0 nh\u1eefng nh\u00e0 cung c\u1ea5p d\u1ea7u v\u00e0 kh\u00ed \u0111\u1ed1t ch\u00ednh – ngu\u1ed3n n\u0103ng l\u01b0\u1ee3ng cho n\u1ec1n kinh t\u1ebf th\u1ebf k\u1ef7 XX. N\u1ebfu trong th\u1eadp k\u1ef7 t\u1edbi, khi \u0111i\u1ec7n m\u1eb7t tr\u1eddi thay th\u1ebf m\u1ed9t ph\u1ea7n \u0111\u00e1ng k\u1ec3 d\u1ea7u m\u1ecf, ai s\u1ebd thi\u1ec7t h\u1ea1i nh\u1ea5t v\u00e0 ai s\u1ebd chi\u1ebfn th\u1eafng?”.<\/p>\n

M\u1ef9 v\u00e0 ch\u00e2u \u00c2u cam k\u1ebft c\u1eaft gi\u1ea3m m\u1ed9t n\u1eeda l\u01b0\u1ee3ng kh\u00ed th\u1ea3i v\u00e0o n\u0103m 2030 v\u00e0 \u0111\u1ea1t m\u1ee9c ph\u00e1t th\u1ea3i r\u00f2ng v\u1ec1 0 v\u00e0o n\u0103m 2050. Th\u00e1ng 9 n\u0103m ngo\u00e1i, Jake Sullivan, C\u1ed1 v\u1ea5n An ninh qu\u1ed1c gia M\u1ef9, nh\u1ea5n m\u1ea1nh c\u00f4ng ngh\u1ec7 xanh l\u00e0 m\u1ed9t trong ba y\u1ebfu t\u1ed1 \u0111\u1eb7c bi\u1ec7t quan tr\u1ecdng b\u00ean c\u1ea1nh ch\u1ea5t b\u00e1n d\u1eabn v\u00e0 tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o – hai l\u0129nh v\u1ef1c M\u1ef9 \u0111ang h\u1ea1n ch\u1ebf Trung Qu\u1ed1c b\u1eb1ng c\u00e1c l\u1ec7nh c\u1ea5m. D\u00f9 v\u1eady, gi\u1edbi quan s\u00e1t \u0111\u00e1nh gi\u00e1 l\u0129nh v\u1ef1c pin m\u1eb7t tr\u1eddi s\u1ebd r\u1ea5t kh\u00e1c.<\/p>\n

Theo \u0110\u1ea1o lu\u1eadt Gi\u1ea3m l\u1ea1m ph\u00e1t (Inflation Reduction Act) \u0111\u00e3 \u0111\u01b0\u1ee3c T\u1ed5ng th\u1ed1ng Joe Biden k\u00fd th\u00e1ng 8 n\u0103m ngo\u00e1i, M\u1ef9 s\u1ebd t\u00e0i tr\u1ee3 369 t\u1ef7 cho n\u0103ng l\u01b0\u1ee3ng xanh trong 10 n\u0103m t\u1edbi, trong \u0111\u00f3 cung c\u1ea5p kho\u1ea3n tr\u1ee3 c\u1ea5p 100 t\u1ef7 USD cho c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t t\u1ea5m pin m\u1eb7t tr\u1eddi v\u00e0 th\u00eam 100 t\u1ef7 USD kh\u00e1c cho \u01b0u \u0111\u00e3i thu\u1ebf. Ch\u00e2u \u00c2u c\u0169ng \u0111ang c\u00f3 xu th\u1ebf nhi\u1ec1u ti\u1ec1n h\u01a1n cho l\u0129nh v\u1ef1c n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o, ph\u1ea7n l\u1edbn trong \u0111\u00f3 l\u00e0 cho \u0111i\u1ec7n m\u1eb7t tr\u1eddi.<\/p>\n

Tuy v\u1eady, ng\u00e0nh c\u00f4ng nghi\u1ec7p n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi ch\u00e2u \u00c2u hi\u1ec7n b\u1ecb ph\u1ee5 thu\u1ed9c do nh\u1eadp kh\u1ea9u h\u1ea7u h\u1ebft s\u1ea3n ph\u1ea9m t\u1eeb Trung Qu\u1ed1c. Theo Alicia Garcia-Herrero, m\u1ed9t th\u00e0nh vi\u00ean c\u1ea5p cao c\u1ee7a t\u1ed5 ch\u1ee9c t\u01b0 v\u1ea5n Bruegel t\u1ea1i Brussels, ch\u00e2u \u00c2u c\u1ea7n b\u1eaft tay M\u1ef9 \u0111\u1ec3 t\u1ea1o n\u00ean “m\u1ed9t khu v\u1ef1c xanh t\u1ed1i \u01b0u”.<\/p>\n

“N\u1ebfu kh\u00f4ng, chuy\u1ec7n g\u00ec s\u1ebd x\u1ea3y ra? Ch\u00e2u \u00c2u v\u1eabn ti\u1ebfp t\u1ee5c nh\u1eadp m\u1ecdi th\u1ee9 t\u1eeb Trung Qu\u1ed1c t\u1eeb pin l\u01b0u tr\u1eef \u0111\u1ebfn t\u1ea5m n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi, c\u00f2n M\u1ef9 s\u1ebd t\u1ef1 t\u1ea1o h\u1ec7 sinh th\u00e1i c\u1ee7a ri\u00eang m\u00ecnh”, b\u00e0 Garcia-Herrero n\u00f3i v\u1edbi Bloomberg<\/em>.<\/p>\n

D\u00f9 v\u1eady, theo Allison, M\u1ef9, ch\u00e2u \u00c2u hay Trung Qu\u1ed1c \u0111\u1ec1u s\u1ed1ng tr\u00ean c\u00f9ng m\u1ed9t h\u00e0nh tinh. Vi\u1ec7c ph\u00e1t th\u1ea3i s\u1ebd kh\u00f4ng t\u00e1c \u0111\u1ed9ng \u1edf t\u1eebng qu\u1ed1c gia m\u00e0 \u1ea3nh h\u01b0\u1edfng tr\u00ean to\u00e0n c\u1ea7u, \u0111\u1ebfn m\u1ee9c kh\u00f4ng th\u1ec3 ai s\u1ed1ng \u0111\u01b0\u1ee3c trong t\u01b0\u01a1ng lai.<\/p>\n

“\u0110\u1ec3 \u0111\u1ea3m b\u1ea3o s\u1ef1 s\u1ed1ng c\u00f2n c\u1ee7a ch\u00ednh c\u00f4ng d\u00e2n m\u00ecnh, l\u00e3nh \u0111\u1ea1o c\u1ee7a nh\u1eefng qu\u1ed1c gia n\u00e0y s\u1ebd ph\u1ea3i t\u00ecm c\u00e1ch h\u1ee3p t\u00e1c song song b\u00ean c\u1ea1nh vi\u1ec7c c\u1ea1nh tranh”, Allison n\u00eau quan \u0111i\u1ec3m.<\/p>\n

B\u1ea3o L\u00e2m<\/strong> (theo FT<\/em>)<\/p>\n

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  • Trang tr\u1ea1i \u0111i\u1ec7n m\u1eb7t tr\u1eddi r\u1ed9ng b\u1eb1ng 70 s\u00e2n b\u00f3ng \u0111\u00e1\n

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    Theo C\u01a1 quan N\u0103ng l\u01b0\u1ee3ng Qu\u1ed1c t\u1ebf (IEA), s\u1ed1 ti\u1ec1n chi cho s\u1ea3n xu\u1ea5t n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi \u0111\u1ea1t 380 t\u1ef7 USD trong n\u0103m nay. \u0110\u00e2y c\u0169ng l\u00e0 l\u1ea7n \u0111\u1ea7u<\/p>\n","protected":false},"author":1,"featured_media":8986,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[89],"tags":[],"class_list":["post-8985","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dien-nang-luong"],"yoast_head":"\nV\u1edbi vi\u1ec7c s\u1ea3n xu\u1ea5t 80% t\u1ed5ng s\u1ed1 t\u1ea5m pin m\u1eb7t tr\u1eddi tr\u00ean to\u00e0n c\u1ea7u, Trung Qu\u1ed1c \u0111ang n\u1eafm trong tay l\u1ee3i th\u1ebf r\u1ea5t l\u1edbn \u1edf m\u1ea3ng n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o. - Ph\u1ee5 Ki\u1ec7n M\u1eb7t Tr\u1eddi<\/title>\n<meta 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