{"id":9081,"date":"2024-12-13T12:48:41","date_gmt":"2024-12-13T05:48:41","guid":{"rendered":"https:\/\/phukienmattroi.com\/index.php\/2024\/12\/13\/viec-cac-nha-lap-phap-my-muon-dung-lai-hang-rao-thue-quan-cho-nhung-thiet-bi-dien-mat-troi-cua-trung-quoc-khien-gioi-doanh-nghiep-lo-lang\/"},"modified":"2024-12-13T12:48:41","modified_gmt":"2024-12-13T05:48:41","slug":"viec-cac-nha-lap-phap-my-muon-dung-lai-hang-rao-thue-quan-cho-nhung-thiet-bi-dien-mat-troi-cua-trung-quoc-khien-gioi-doanh-nghiep-lo-lang","status":"publish","type":"post","link":"https:\/\/phukienmattroi.com\/index.php\/2024\/12\/13\/viec-cac-nha-lap-phap-my-muon-dung-lai-hang-rao-thue-quan-cho-nhung-thiet-bi-dien-mat-troi-cua-trung-quoc-khien-gioi-doanh-nghiep-lo-lang\/","title":{"rendered":"Vi\u1ec7c c\u00e1c nh\u00e0 l\u1eadp ph\u00e1p M\u1ef9 mu\u1ed1n d\u1ef1ng l\u1ea1i h\u00e0ng r\u00e0o thu\u1ebf quan cho nh\u1eefng thi\u1ebft b\u1ecb \u0111i\u1ec7n m\u1eb7t tr\u1eddi c\u1ee7a Trung Qu\u1ed1c khi\u1ebfn gi\u1edbi doanh nghi\u1ec7p lo l\u1eafng."},"content":{"rendered":"

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C\u00e1c \u0111\u1ea3ng vi\u00ean D\u00e2n ch\u1ee7 t\u1ea1i qu\u1ed1c h\u1ed9i M\u1ef9 \u0111ang v\u1eadn \u0111\u1ed9ng \u00e1p d\u1ee5ng l\u1ea1i c\u00e1c m\u1ee9c thu\u1ebf th\u01b0\u01a1ng m\u1ea1i cho thi\u1ebft b\u1ecb \u0111i\u1ec7n m\u1eb7t tr\u1eddi Trung Qu\u1ed1c nh\u1eadp kh\u1ea9u. N\u0103m ngo\u00e1i, ch\u00fang \u0111\u00e3 b\u1ecb T\u1ed5ng th\u1ed1ng Biden t\u1ea1m \u0111\u00ecnh ch\u1ec9 hai n\u0103m \u0111\u1ec3 gi\u00fap cho ng\u00e0nh c\u00f4ng nghi\u1ec7p n\u1ed9i \u0111\u1ecba \u0111\u1ee7 th\u1eddi gian h\u00ecnh th\u00e0nh.<\/p>\n

Doanh nghi\u1ec7p M\u1ef9 cho r\u1eb1ng n\u1ebfu qu\u1ed1c h\u1ed9i d\u1ef1ng l\u1ea1i h\u00e0ng r\u00e0o thu\u1ebf s\u1ebd t\u1ea1o ra nh\u1eefng h\u1eadu qu\u1ea3 l\u1edbn, kh\u00f4ng ch\u1ec9 \u0111\u1ed1i v\u1edbi c\u00e1c c\u00f4ng ty n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi m\u00e0 c\u00f2n v\u1edbi nh\u1eefng ch\u1ee7 nh\u00e0 hy v\u1ecdng l\u1eafp th\u00eam c\u00e1c t\u1ea5m pin, nh\u1eefng ng\u01b0\u1eddi l\u00e1i xe mu\u1ed1n s\u1ea1c xe \u0111i\u1ec7n b\u1eb1ng n\u0103ng l\u01b0\u1ee3ng s\u1ea1ch v\u00e0 c\u00e1c c\u00f4ng ty h\u1ea1 t\u1ea7ng \u0111i\u1ec7n \u0111ang c\u1ed1 g\u1eafng gi\u1ea3m l\u01b0\u1ee3ng kh\u00ed th\u1ea3i carbon.<\/p>\n

Ngo\u00e0i ra, n\u1ebfu c\u1eaft giao th\u01b0\u01a1ng v\u1edbi c\u00e1c nh\u00e0 m\u00e1y v\u00e0 m\u1ecf kho\u00e1n s\u1ea3n c\u1ee7a Trung Qu\u1ed1c, M\u1ef9 s\u1ebd m\u1ea5t quy\u1ec1n ti\u1ebfp c\u1eadn c\u00e1c v\u1eadt li\u1ec7u quan tr\u1ecdng cho c\u00e1c t\u1ea5m pin m\u1eb7t tr\u1eddi, tuabin gi\u00f3 v\u00e0 pin xe \u0111i\u1ec7n cho qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i n\u0103ng l\u01b0\u1ee3ng c\u1ee7a \u0111\u1ea5t n\u01b0\u1edbc.<\/p>\n

Jim Kapsis, C\u1ef1u c\u1ed1 v\u1ea5n t\u1ea1i B\u1ed9 T\u00e0i ch\u00ednh, Nh\u00e0 s\u00e1ng l\u1eadp c\u00f4ng ty t\u01b0 v\u1ea5n kh\u1edfi nghi\u1ec7p c\u00f4ng ngh\u1ec7 kh\u00ed h\u1eadu Ad Hoc Group, cho r\u1eb1ng c\u00e1c m\u1ee5c ti\u00eau kh\u00ed h\u1eadu v\u00e0 c\u00f4ng ngh\u1ec7 xanh \u0111ang tr\u1edf th\u00e0nh n\u1ea1n nh\u00e2n b\u1ea5t \u0111\u1eafc d\u0129 c\u1ee7a c\u0103ng th\u1eb3ng ch\u00ednh tr\u1ecb. “Ch\u00fang ta ch\u01b0a x\u00e1c \u0111\u1ecbnh \u0111\u01b0\u1ee3c nh\u1eefng g\u00ec s\u1eb5n s\u00e0ng mua t\u1eeb Trung Qu\u1ed1c v\u00e0 nh\u1eefng g\u00ec c\u1ea7n t\u1ef1 t\u00fac. V\u00ec v\u1eabn ch\u01b0a c\u00f3 c\u00e2u tr\u1ea3 l\u1eddi n\u00ean t\u1eeb \u0111\u00e2y \u0111\u1ebfn l\u00fac h\u00e0ng r\u00e0o thu\u1ebf quan thi\u1ebft l\u1eadp l\u1ea1i s\u1ebd r\u1ea5t tr\u1eafc tr\u1edf”, \u00f4ng n\u00f3i.<\/p>\n

George Hershman, Gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh SOLV Energy, m\u1ed9t nh\u00e0 th\u1ea7u c\u00e1c d\u1ef1 \u00e1n n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi l\u1edbn cho bi\u1ebft s\u1ebd ph\u1ea3i sa th\u1ea3i h\u00e0ng ngh\u00ecn ng\u01b0\u1eddi. “Nh\u1eefng d\u1ef1 \u00e1n ti\u00eau t\u1ed1n t\u1eeb 300 tri\u1ec7u \u0111\u1ebfn 400 tri\u1ec7u USD kh\u00f4ng th\u1ec3 d\u1eebng v\u00e0 kh\u1edfi \u0111\u1ed9ng l\u1ea1i d\u1ec5 d\u00e0ng. T\u00f4i kh\u00f4ng bi\u1ebft t\u1ea1i sao m\u1ecdi ng\u01b0\u1eddi l\u1ea1i \u1ee7ng h\u1ed9 ngh\u1ecb quy\u1ebft” \u00f4ng n\u00f3i.<\/p>\n

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Nh\u00e2n vi\u00ean k\u1ef9 thu\u1eadt t\u1ea5m pin m\u1eb7t tr\u1eddi tr\u00ean m\u1ed9t ng\u00f4i nh\u00e0 \u1edf \u0110\u00f4ng Nam Washington v\u00e0o th\u00e1ng 2\/2022. \u1ea2nh: Washington Post<\/em><\/p>\n<\/figcaption><\/figure>\n

D\u00f9 \u1ee7ng h\u1ed9 \u00f4ng Biden trong c\u00e1c ch\u00ednh s\u00e1ch kh\u00e1c, c\u00e1c \u0111\u1ea3ng vi\u00ean D\u00e2n ch\u1ee7 v\u00e0 T\u1ed5ng th\u1ed1ng M\u1ef9 \u0111ang chia r\u1ebd trong vi\u1ec7c B\u1eafc Kinh ki\u1ec3m so\u00e1t th\u1ecb tr\u01b0\u1eddng thi\u1ebft b\u1ecb v\u00e0 nguy\u00ean li\u1ec7u ch\u00ednh trong ng\u00e0nh \u0111i\u1ec7n m\u1eb7t tr\u1eddi.<\/p>\n

Ngo\u00e0i ra, kh\u1ee7ng ho\u1ea3ng Ukraine c\u0169ng \u0111\u00f3ng vai tr\u00f2 l\u1edbn, bu\u1ed9c c\u00e1c ch\u00ednh tr\u1ecb gia ph\u1ea3i \u0111\u00e1nh gi\u00e1 l\u1ea1i vi\u1ec7c qu\u00e1 ph\u1ee5 thu\u1ed9c v\u00e0o m\u1ed9t ngu\u1ed3n cung \u0111\u1ec3 \u0111\u1ea3m b\u1ea3o an ninh n\u0103ng l\u01b0\u1ee3ng. Bi\u1ec7n ph\u00e1p kh\u1eafc ph\u1ee5c l\u00e0 kho\u1ea3n \u0111\u1ea7u t\u01b0 l\u1edbn v\u00e0o s\u1ea3n xu\u1ea5t n\u0103ng l\u01b0\u1ee3ng xanh trong n\u01b0\u1edbc \u0111\u01b0\u1ee3c \u0111\u01b0a v\u00e0o “\u0110\u1ea1o lu\u1eadt gi\u1ea3m l\u1ea1m ph\u00e1t n\u0103m 2022” m\u00e0 \u00f4ng Biden k\u00fd ban h\u00e0nh n\u0103m ngo\u00e1i. Nh\u01b0ng vi\u1ec7c ph\u00e1t tri\u1ec3n ng\u00e0nh c\u00f4ng nghi\u1ec7p c\u1ea7n m\u1ea5t nhi\u1ec1u n\u0103m v\u00e0 tri\u1ec3n khai c\u00f4ng ngh\u1ec7 xanh \u1edf M\u1ef9 v\u1eabn ph\u1ee5 thu\u1ed9c nhi\u1ec1u v\u00e0o m\u1ed1i quan h\u1ec7 kinh doanh v\u1edbi Trung Qu\u1ed1c.<\/p>\n

Trung Qu\u1ed1c th\u1ed1ng tr\u1ecb chu\u1ed7i cung \u1ee9ng c\u00f4ng ngh\u1ec7 n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi, gi\u00f3 v\u00e0 pin. S\u1ed1 li\u1ec7u c\u1ee7a BloombergNEF cho bi\u1ebft c\u00e1c c\u00f4ng ty n\u01b0\u1edbc n\u00e0y s\u1ea3n xu\u1ea5t h\u01a1n 80% m\u1ed9t s\u1ed1 linh ki\u1ec7n quan tr\u1ecdng. H\u1ecd hi\u1ec7n cung c\u1ea5p h\u01a1n 95% c\u00e1c t\u1ea5m wafer (t\u1ea5m silicon tinh th\u1ec3) v\u00e0 ingot (th\u1ecfi \u0111\u00fac kim lo\u1ea1i) c\u1ea7n thi\u1ebft \u0111\u1ec3 l\u1eafp r\u00e1p c\u00e1c t\u1ea5m pin m\u1eb7t tr\u1eddi.<\/p>\n

Ethan Zindler, Tr\u01b0\u1edfng BloombergNEF khu v\u1ef1c ch\u00e2u M\u1ef9 n\u00f3i vi\u1ec7c \u0111\u1ed9t ng\u1ed9t c\u1eaft c\u00e1c c\u00f4ng ty n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi M\u1ef9 kh\u1ecfi ngu\u1ed3n cung Trung Qu\u1ed1c s\u1ebd g\u00e2y gi\u00e1n \u0111o\u1ea1n l\u1edbn. “Vi\u1ec7c thay \u0111\u1ed5i ch\u00ednh s\u00e1ch b\u1ea5t ng\u1edd sau kho\u1ea3ng m\u1ed9t n\u0103m s\u1ebd t\u1ea1o ra h\u1ed7n lo\u1ea1n tr\u00ean th\u1ecb tr\u01b0\u1eddng”, \u00f4ng d\u1ef1 b\u00e1o.<\/p>\n

H\u00e8 n\u0103m ngo\u00e1i, Nh\u00e0 Tr\u1eafng cho t\u1ea1m d\u1eebng thu\u1ebf quan l\u00ean h\u00e0ng Trung Qu\u1ed1c \u0111\u1ec3 tr\u1ea5n an ng\u00e0nh n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi trong n\u01b0\u1edbc, v\u1ed1n b\u1ecb t\u00ea li\u1ec7t sau cu\u1ed9c \u0111i\u1ec1u tra c\u1ee7a B\u1ed9 Th\u01b0\u01a1ng m\u1ea1i v\u1ec1 c\u00e1o bu\u1ed9c tr\u1ed1n thu\u1ebf c\u1ee7a c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t Trung Qu\u1ed1c.<\/p>\n

Nh\u01b0ng \u0111\u1ebfn th\u00e1ng 12\/2022, B\u1ed9 Th\u01b0\u01a1ng m\u1ea1i M\u1ef9 \u0111\u00e3 \u0111\u01b0a ra m\u1ed9t ph\u00e1t hi\u1ec7n s\u01a1 b\u1ed9 r\u1eb1ng c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t Trung Qu\u1ed1c \u0111ang tr\u1ed1n thu\u1ebf. V\u00ec v\u1eady, m\u1ed9t nh\u00f3m ngh\u1ecb s\u0129 l\u01b0\u1ee1ng \u0111\u1ea3ng \u0111\u00e3 \u0111\u01b0a ra m\u1ed9t ngh\u1ecb quy\u1ebft v\u1edbi mong mu\u1ed1n \u0111\u1ea3o ng\u01b0\u1ee3c l\u1ec7nh t\u1ea1m d\u1eebng c\u1ee7a \u00f4ng Biden. H\u1ecd cho r\u1eb1ng Trung Qu\u1ed1c c\u1ea7n ph\u1ea3i b\u1ecb tr\u1eebng ph\u1ea1t v\u00ec vi ph\u1ea1m lu\u1eadt th\u01b0\u01a1ng m\u1ea1i c\u1ee7a M\u1ef9.<\/p>\n

Th\u01b0\u1ee3ng ngh\u1ecb s\u0129 Joe Manchin III, Ch\u1ee7 t\u1ecbch \u1ee6y ban N\u0103ng l\u01b0\u1ee3ng v\u00e0 T\u00e0i nguy\u00ean Thi\u00ean nhi\u00ean, cho bi\u1ebft \u0111\u00e3 ch\u00e1n ng\u1ea5y vi\u1ec7c M\u1ef9 ph\u1ee5 thu\u1ed9c v\u00e0o Trung Qu\u1ed1c trong qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i n\u0103ng l\u01b0\u1ee3ng. “T\u00f4i kh\u00f4ng hi\u1ec3u t\u1ea1i sao ch\u00ednh quy\u1ec1n v\u00e0 qu\u1ed1c h\u1ed9i l\u1ea1i xem x\u00e9t m\u1edf r\u1ed9ng s\u1ef1 ph\u1ee5 thu\u1ed9c \u0111\u00f3 l\u00e2u h\u01a1n n\u1eefa”, \u00f4ng tuy\u00ean b\u1ed1.<\/p>\n

Nhi\u1ec1u nh\u00e0 v\u1eadn \u0111\u1ed9ng h\u00e0nh lang v\u00e0 nh\u00e0 ph\u00e2n t\u00edch k\u1ef3 v\u1ecdng ngh\u1ecb quy\u1ebft s\u1ebd thu \u0111\u01b0\u1ee3c 60 phi\u1ebfu b\u1ea7u c\u1ea7n thi\u1ebft \u0111\u1ec3 \u0111\u01b0\u1ee3c Th\u01b0\u1ee3ng vi\u1ec7n th\u00f4ng qua – vi\u1ec7c n\u00e0y c\u1ea7n \u00edt nh\u1ea5t 11 \u0111\u1ea3ng vi\u00ean D\u00e2n ch\u1ee7 \u1ee7ng h\u1ed9. \u0110\u1ea7u tu\u1ea7n n\u00e0y, \u00f4ng Biden tuy\u00ean b\u1ed1 s\u1ebd ph\u1ee7 quy\u1ebft n\u1ebfu n\u00f3 \u0111\u1ebfn b\u00e0n c\u1ee7a \u00f4ng t\u1ea1i Nh\u00e0 Tr\u1eafng, v\u1edbi l\u00fd do n\u00f3 s\u1ebd “t\u1ea1o ra s\u1ef1 b\u1ea5t \u1ed5n s\u00e2u s\u1eafc cho vi\u1ec7c l\u00e0m v\u00e0 \u0111\u1ea7u t\u01b0 v\u00e0o chu\u1ed7i cung \u1ee9ng n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi”.<\/p>\n

Theo Hi\u1ec7p h\u1ed9i C\u00f4ng nghi\u1ec7p N\u0103ng l\u01b0\u1ee3ng M\u1eb7t tr\u1eddi M\u1ef9 (SEIA), n\u1ebfu vi\u1ec7c t\u1ea1m d\u1eebng \u0111\u00e1nh thu\u1ebf th\u1eddi h\u1ea1n hai n\u0103m c\u1ee7a \u00f4ng Biden b\u1ecb g\u1ee1 b\u1ecf, ng\u00e0nh n\u00e0y s\u1ebd c\u1ea7n sa th\u1ea3i 30.000 vi\u1ec7c l\u00e0m \u0111\u01b0\u1ee3c tr\u1ea3 l\u01b0\u01a1ng cao v\u00e0 4,2 t\u1ef7 USD \u0111\u1ea7u t\u01b0 trong n\u01b0\u1edbc. C\u00f9ng v\u1edbi \u0111\u00f3, 4 gigawatt d\u1ef1 \u00e1n n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi s\u1ebd b\u1ecb h\u1ee7y b\u1ecf. “\u0110i\u1ec1u n\u00e0y t\u1ea1o ra s\u1ef1 kh\u00f4ng ch\u1eafc ch\u1eafn v\u00e0 s\u1ebd c\u1ea3n tr\u1edf th\u1ecb tr\u01b0\u1eddng”, John Smirnow, Ph\u00f3 ch\u1ee7 t\u1ecbch c\u1ea5p cao v\u1ec1 chu\u1ed7i cung \u1ee9ng v\u00e0 t\u00ednh b\u1ec1n v\u1eefng v\u00e0 T\u1ed5ng c\u1ed1 v\u1ea5n SEIA, b\u00ecnh lu\u1eadn.<\/p>\n

D\u00f9 c\u00f3 s\u1ef1 nh\u1ea5t tr\u00ed chung r\u1eb1ng ngh\u1ecb quy\u1ebft s\u1ebd g\u00e2y b\u1ea5t \u1ed5n, m\u1ed9t s\u1ed1 nh\u00e0 ph\u00e2n t\u00edch ch\u1ec9 ra r\u1eb1ng ng\u00e0nh n\u0103ng l\u01b0\u1ee3ng xanh c\u1ee7a M\u1ef9 v\u1eabn \u0111ang c\u00f3 th\u1eddi c\u01a1 t\u1ed1t, h\u01b0\u1edfng l\u1ee3i t\u1eeb “\u0110\u1ea1o lu\u1eadt gi\u1ea3m l\u1ea1m ph\u00e1t”, James Lucier, Gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh c\u00f4ng ty nghi\u00ean c\u1ee9u Capital Alpha Partners n\u00f3i v\u00e0 cho r\u1eb1ng n\u00ean nh\u00ecn v\u00e0o t\u00ednh t\u00edch c\u1ef1c c\u1ee7a \u0111\u1ea1o lu\u1eadt thay v\u00ec qu\u00e1 lo l\u1eafng \u0111\u1ebfn tranh c\u00e3i \u1edf qu\u1ed1c h\u1ed9i v\u1ec1 ngh\u1ecb quy\u1ebft n\u00e0y.<\/p>\n

\u00d4ng c\u0169ng th\u1eeba nh\u1eadn ngay c\u1ea3 m\u1ed9t tr\u1ee5c tr\u1eb7c nh\u1ecf trong vi\u1ec7c tri\u1ec3n khai n\u0103ng l\u01b0\u1ee3ng xanh c\u00f3 th\u1ec3 g\u00e2y ra nh\u1eefng t\u00e1c \u0111\u1ed9ng l\u1edbn \u0111\u1ed1i v\u1edbi c\u00e1c m\u1ee5c ti\u00eau kh\u00ed h\u1eadu c\u1ee7a M\u1ef9. “C\u1ea3m gi\u00e1c c\u1ea5p b\u00e1ch \u0111\u1ebfn t\u1eeb c\u00e1c nh\u00e0 ph\u00e1t tri\u1ec3n v\u00e0 l\u1eafp \u0111\u1eb7t n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi, nh\u1eefng ng\u01b0\u1eddi hi\u1ec7n kh\u00f4ng c\u00f3 s\u1ef1 thay th\u1ebf thi\u1ebft th\u1ef1c n\u00e0o ngo\u00e0i c\u00e1c nh\u00e0 cung c\u1ea5p Trung Qu\u1ed1c”, \u00f4ng n\u00f3i.<\/p>\n

Phi\u00ean An<\/strong> (theo Washington Post<\/em>)<\/p>\n


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