{"id":17904,"date":"2014-08-31T01:02:36","date_gmt":"2014-08-30T18:02:36","guid":{"rendered":"https:\/\/banbientan.com\/?p=17904"},"modified":"2014-08-31T01:02:36","modified_gmt":"2014-08-30T18:02:36","slug":"nhin-lai-thi-truong-may-bien-tan-cua-the-gioi-trong-hon-2-nam-qua","status":"publish","type":"post","link":"https:\/\/hunglong.banbientan.com\/?p=17904","title":{"rendered":"Nh\u00ecn l\u1ea1i th\u1ecb tr\u01b0\u1eddng m\u00e1y bi\u1ebfn t\u1ea7n c\u1ee7a th\u1ebf gi\u1edbi trong h\u01a1n 2 n\u0103m qua"},"content":{"rendered":"

L\u01b0\u1ee3ng c\u1ea7u gi\u1ea3m \u1edf ch\u00e2u \u00c2u \u0111\u00e3 khi\u1ebfn s\u1ea3n l\u01b0\u1ee3ng m\u00e1y bi\u1ebfn t\u1ea7n t\u1eeb th\u00e1i d\u01b0\u01a1ng n\u0103ng s\u1ee5t gi\u1ea3m l\u1ea7n \u0111\u1ea7u ti\u00ean k\u1ec3 t\u1eeb n\u0103m 2011 nh\u01b0ng do nhu c\u1ea7u cao \u1edf ch\u00e2u M\u1ef9 v\u00e0 ch\u00e2u \u00c1 n\u00ean v\u1eabn c\u00f2n k\u1ef3 v\u1ecdng kh\u00e1 l\u1ea1c quan v\u1ec1 m\u1ed9t s\u1ef1 h\u1ed3i ph\u1ee5c.<\/p>\n

\"logo
\n\"THI<\/a>Theo m\u1ed9t b\u00e1o c\u00e1o m\u1edbi c\u00f3 t\u00ean \u201cTh\u1ecb tr\u01b0\u1eddng th\u1ebf gi\u1edbi cho m\u00e1y bi\u1ebfn t\u1ea7n<\/a> PV – \u1ea4n b\u1ea3n 2013\u201d c\u1ee7a IHS, \u201dS\u1ea3n l\u01b0\u1ee3ng m\u00e1y bi\u1ebfn \u0111i\u1ec7n PV trong qu\u00fd II c\u1ee7a n\u0103m 2013 \u0111\u1ea1t 8,3 GW, gi\u1ea3m xu\u1ed1ng c\u00f2n 5% t\u1eeb m\u1ee9c 8,7% c\u1ee7a c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i.S\u1ea3n l\u01b0\u1ee3ng quang \u0111i\u1ec7n bi\u1ebfn t\u1ea7n (PV) n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi tr\u00ean th\u1ecb tr\u01b0\u1eddng to\u00e0n c\u1ea7u \u0111\u00e3 gi\u1ea3m 5% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i trong qu\u00fd II – l\u1ea7n \u0111\u1ea7u ti\u00ean c\u00f3 m\u1ee9c gi\u1ea3m nh\u01b0 v\u1eady k\u1ec3 t\u1eeb qu\u00fd III n\u0103m 2011 – khi nhu c\u1ea7u \u1edf c\u00e1c n\u01b0\u1edbc l\u1edbn ch\u00e2u \u00c2u gi\u1ea3m xu\u1ed1ng.<\/p>\n

M\u00e1y bi\u1ebfn t\u1ea7n l\u00e0 thi\u1ebft b\u1ecb c\u1ea7n thi\u1ebft trong qu\u00e1 tr\u00ecnh PV, chuy\u1ec3n \u0111\u1ed5i d\u00f2ng \u0111i\u1ec7n DC t\u1eeb c\u00e1c t\u1ea5m n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi sang d\u00f2ng \u0111i\u1ec7n AC.<\/p>\n

Nguy\u00ean nh\u00e2n ch\u00ednh cho s\u1ef1 gi\u1ea3m s\u1ea3n l\u01b0\u1ee3ng m\u00e1y bi\u1ebfn t\u1ea7n l\u00e0 s\u1ef1 ch\u1eefng l\u1ea1i m\u1ea1nh m\u1ebd c\u1ee7a th\u1ecb tr\u01b0\u1eddng ch\u00e2u \u00c2u. S\u1ea3n l\u01b0\u1ee3ng \u1edf khu v\u1ef1c ch\u00e2u \u00c2u, Trung \u0110\u00f4ng v\u00e0 ch\u00e2u Phi (EMEA) trong n\u1eeda \u0111\u1ea7u n\u0103m 2013 \u0111\u00e3 gi\u1ea3m h\u01a1n 40% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i. Khu v\u1ef1c EMEA ch\u1ec9 \u0111\u1ea1t\u00a0 6 GW trong n\u1eeda \u0111\u1ea7u n\u0103m 2013, gi\u1ea3m 10 GW so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i.<\/p>\n

\u201cT\u1ed1c \u0111\u1ed9 gi\u1ea3m s\u1ea3n l\u01b0\u1ee3ng m\u00e1y bi\u1ebfn t\u1ea7n t\u1ea1i c\u00e1c n\u01b0\u1edbc l\u1edbn ch\u00e2u \u00c2u nh\u01b0 \u0110\u1ee9c v\u00e0 \u00dd \u0111\u00e3 nhanh h\u01a1n d\u1ef1 ki\u1ebfn v\u1edbi vi\u1ec7c nhu c\u1ea7u t\u1ea1i m\u1ed9t v\u00e0i trong s\u1ed1 nh\u1eefng th\u1ecb tr\u01b0\u1eddng n\u00e0y \u0111\u00e3 gi\u1ea3m h\u01a1n 70% trong n\u0103m nay\u201d, Cormac Gilligan, chuy\u00ean vi\u00ean ph\u00e2n t\u00edch th\u1ecb tr\u01b0\u1eddng PV cao c\u1ea5p t\u1ea1i IHS cho bi\u1ebft. \u201cM\u1ed9t s\u1ed1 nh\u00e0 cung c\u1ea5p m\u00e1y bi\u1ebfn t\u1ea7n \u0111\u00e3 r\u1ea5t tin t\u01b0\u1edfng v\u00e0o nh\u1eefng th\u1ecb tr\u01b0\u1eddng tr\u01b0\u1edbc nay v\u1eabn \u0111\u01b0\u1ee3c xem l\u00e0 l\u1edbn n\u00e0y. V\u00ec th\u1ebf, c\u00e1c nh\u00e0 cung c\u1ea5p n\u00e0y \u0111ang t\u00ecm ki\u1ebfm nh\u1eefng th\u1ecb tr\u01b0\u1eddng m\u1edbi v\u00e0 \u0111ang m\u1edf r\u1ed9ng s\u1ef1 hi\u1ec7n di\u1ec7n c\u1ee7a m\u00ecnh tr\u00ean to\u00e0n th\u1ebf gi\u1edbi \u1edf nh\u1eefng n\u01b0\u1edbc t\u0103ng tr\u01b0\u1edfng m\u1ea1nh, bao g\u1ed3m Hoa K\u1ef3, Trung Qu\u1ed1c, Nh\u1eadt B\u1ea3n v\u00e0 \u1ea4n \u0110\u1ed9.\u201d<\/p>\n

INVT<\/a> l\u00e0m n\u00f3ng th\u1ecb tr\u01b0\u1eddng m\u00e1y bi\u1ebfn T\u1ea6N Trung Qu\u1ed1c<\/strong><\/p>\n

B\u1ea5t ch\u1ea5p s\u1ef1 s\u1ee5t gi\u1ea3m h\u00e0ng n\u0103m, s\u1ea3n l\u01b0\u1ee3ng v\u1eabn \u0111\u1ec1u \u0111\u1eb7n t\u0103ng l\u00ean, qu\u00fd II t\u0103ng 24% so v\u1edbi qu\u00fd I. Nguy\u00ean nh\u00e2n ch\u00ednh cho s\u1ef1 t\u0103ng tr\u01b0\u1edfng l\u1edbn trong s\u1ea3n l\u01b0\u1ee3ng gi\u1eefa c\u00e1c qu\u00fd l\u00e0 Trung Qu\u1ed1c, n\u01a1i s\u1ea3n l\u01b0\u1ee3ng m\u00e1y bi\u1ebfn t\u1ea7n \u0111\u00e3 t\u0103ng 174% trong qu\u00fd II c\u1ee7a n\u0103m 2013, \u0111\u1ea1t m\u1ee9c x\u1ea5p x\u1ec9 2 GW. S\u1ef1 b\u00f9ng n\u1ed5 n\u00e0y \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y v\u1edbi m\u1ed9t n\u1ed7 l\u1ef1c nh\u1eb1m ho\u00e0n th\u00e0nh c\u00e1c d\u1ef1 \u00e1n m\u00e0 ch\u01b0\u01a1ng tr\u00ecnh Golden Sun c\u1ee7a Trung Qu\u1ed1c h\u1ed7 tr\u1ee3.<\/p>\n

\u201cM\u1eb7c d\u00f9 s\u1ea3n l\u01b0\u1ee3ng m\u00e1y bi\u1ebfn t\u1ea7n c\u1ee7a Trung Qu\u1ed1c<\/a> \u0111\u00e3 t\u0103ng g\u1ea7n g\u1ea5p 3 trong qu\u00fd II n\u0103m 2013, th\u1ecb tr\u01b0\u1eddng m\u00e1y bi\u1ebfn t\u1ea7n c\u1ee7a n\u01b0\u1edbc n\u00e0y v\u1eabn do c\u00e1c nh\u00e0 cung c\u1ea5p trong n\u01b0\u1edbc th\u1ed1ng tr\u1ecb\u201d, \u00d4ng Gilligan cho bi\u1ebft th\u00eam. \u201cB\u1ea5t ch\u1ea5p vi\u1ec7c \u0111\u00e2y l\u00e0 m\u1ed9t th\u1ecb tr\u01b0\u1eddng l\u1edbn, Trung Qu\u1ed1c v\u1eabn l\u00e0 m\u1ed9t th\u1ecb tr\u01b0\u1eddng \u0111\u1ea7y th\u00e1ch th\u1ee9c cho c\u00e1c nh\u00e0 cung c\u1ea5p ph\u01b0\u01a1ng T\u00e2y mu\u1ed1n th\u00e2m nh\u1eadp. Gi\u00e1 trung b\u00ecnh c\u1ee7a m\u00e1y bi\u1ebfn t\u1ea7n \u0111\u00e3 gi\u1ea3m 14% trong qu\u00fd II c\u1ee7a n\u0103m 2013, \u1edf m\u1ee9c 0,07 USD m\u1ed9t watt, \u0111i\u1ec1u n\u00e0y c\u00f3 ngh\u0129a l\u00e0 c\u00e1c nh\u00e0 cung c\u1ea5p \u0111\u00f3 th\u1ef1c s\u1ef1 c\u1ea7n c\u00f3 m\u1ed9t \u0111\u1ea1i di\u1ec7n t\u1ea1i \u0111\u00e2y \u0111\u1ec3 c\u00f3 \u0111\u01b0\u1ee3c m\u1ee9c gi\u00e1 c\u1ea1nh tranh tr\u00ean th\u1ecb tr\u01b0\u1eddng n\u00e0y.\u201d<\/p>\n

Doanh thu m\u00e1y bi\u1ebfn T\u1ea6N<\/a> gi\u1ea3m s\u00fat<\/strong><\/p>\n

Gi\u00e1 trung b\u00ecnh c\u1ee7a m\u00e1y bi\u1ebfn \u0111i\u1ec7n tr\u00ean to\u00e0n c\u1ea7u \u0111ang ti\u1ebfp t\u1ee5c gi\u1ea3m xu\u1ed1ng, qu\u00fd II c\u1ee7a n\u0103m 2013 s\u1ee5t gi\u1ea3m 10% so v\u1edbi qu\u00fd I. S\u1ef1 s\u1ee5t gi\u1ea3m n\u00e0y l\u00e0 k\u1ebft qu\u1ea3 c\u1ee7a vi\u1ec7c chuy\u1ec3n h\u01b0\u1edbng m\u00e1y bi\u1ebfn t\u1ea7n sang c\u00e1c th\u1ecb tr\u01b0\u1eddng c\u00f3 chi ph\u00ed th\u1ea5p h\u01a1n \u1edf ch\u00e2u \u00c1 v\u00e0 vi\u1ec7c gi\u00e1 \u0111ang ti\u1ebfp t\u1ee5c gi\u1ea3m \u1edf nh\u1eefng th\u1ecb tr\u01b0\u1eddng n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi \u0111\u00e3 c\u00f3. Doanh thu trong qu\u00fd II c\u1ee7a n\u0103m 2013 \u0111\u00e3 gi\u1ea3m 18% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i xu\u1ed1ng c\u00f2n 1,6 t\u1ec9 USD.<\/p>\n

Doanh thu c\u1ee7a m\u00e1y bi\u1ebfn t\u1ea7n t\u1ea1i ch\u00e2u \u00c2u \u0111\u00e3 gi\u1ea3m xu\u1ed1ng h\u01a1n 50% trong qu\u00fd II n\u0103m 2013, trong \u0111\u00f3 c\u00e1c th\u1ecb tr\u01b0\u1eddng nh\u01b0 \u0110\u1ee9c v\u00e0 \u00dd s\u1ee5t gi\u1ea3m h\u01a1n 60%.<\/p>\n

C\u00e1c nh\u00e0 cung c\u1ea5p ch\u00e2u \u00c2u \u0111ang c\u1ed1 g\u1eafng duy tr\u00ec t\u1ed1c \u0111\u1ed9<\/strong><\/p>\n

Doanh thu t\u1ea1i ch\u00e2u \u00c2u gi\u1ea3m xu\u1ed1ng \u0111\u00e3 \u1ea3nh h\u01b0\u1edfng m\u1ea1nh \u0111\u1ebfn th\u1ecb ph\u1ea7n c\u1ee7a c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t m\u00e1y bi\u1ebfn t\u1ea7n trong khu v\u1ef1c t\u1ea1i l\u1ee5c \u0111\u1ecba n\u00e0y, nh\u1eefng ng\u01b0\u1eddi m\u00e0 tr\u01b0\u1edbc nay ch\u1ec9 ph\u1ee5 thu\u1ed9c v\u00e0o m\u1ed9t s\u1ed1 th\u1ecb tr\u01b0\u1eddng ch\u00e2u \u00c2u. K\u1ebft qu\u1ea3 l\u00e0, trong qu\u00fd II n\u0103m 2013, ch\u1ec9 c\u00f3 3 nh\u00e0 cung c\u1ea5p m\u00e1y bi\u1ebfn t\u1ea7n \u0111\u01b0\u1ee3c x\u1ebfp h\u1ea1ng trong s\u1ed1 10 nh\u00e0 cung c\u1ea5p \u0111\u1ee9ng \u0111\u1ea7u v\u1ec1 th\u1ecb ph\u1ea7n. Con s\u1ed1 n\u00e0y ch\u1ec9 b\u1eb1ng m\u1ed9t n\u1eeda so v\u1edbi n\u0103m ngo\u00e1i.<\/p>\n

\u201cNh\u1eefng ch\u1eadm tr\u1ec5 trong vi\u1ec7c xin c\u1ea5p gi\u1ea5y ch\u1ee9ng nh\u1eadn m\u00e1y bi\u1ebfn t\u1ea7n cho c\u00e1c th\u1ecb tr\u01b0\u1eddng PV \u0111\u01a1n l\u1ebb, doanh thu gi\u1ea3m v\u00e0 kh\u00f3 kh\u0103n trong th\u00e2m nh\u1eadp c\u00e1c th\u1ecb tr\u01b0\u1eddng m\u1edbi \u0111\u00e3 \u0111\u1eb7t ra nh\u1eefng th\u00e1ch th\u1ee9c l\u1edbn cho c\u00e1c nh\u00e0 cung c\u1ea5p b\u1ea3o th\u1ee7 t\u1eeb ch\u00e2u \u00c2u,\u201d Gillian ch\u00fa th\u00edch. \u201cV\u1ea5n \u0111\u1ec1 doanh thu gi\u1ea3m \u0111ang b\u1ecb l\u00e0m tr\u1ea7m tr\u1ecdng th\u00eam b\u1edfi nh\u1eefng nh\u00e0 cung c\u1ea5p m\u1edbi gia nh\u1eadp th\u1ecb tr\u01b0\u1eddng, v\u00ed du nh\u01b0 nh\u1eefng nh\u00e0 cung c\u1ea5p Trung Qu\u1ed1c t\u1ea1i ch\u00e2u \u00c2u, v\u00e0 b\u1edfi nh\u1eefng m\u1ee9c gi\u00e1 c\u1ea1nh tranh trong m\u1ed9t th\u1ecb tr\u01b0\u1eddng n\u1ed9i \u0111\u1ecba v\u1ed1n \u0111\u00e3 r\u1ea5t \u0111\u00f4ng \u0111\u00fac.\u201d<\/p>\n

H\u1ed3i ph\u1ee5c trong n\u1eeda cu\u1ed1i c\u1ee7a n\u0103<\/strong>m<\/p>\n

IHS d\u1ef1 \u0111o\u00e1n s\u1ea3n l\u01b0\u1ee3ng m\u00e1y bi\u1ebfn t\u1ea7n s\u1ebd t\u0103ng trong n\u1eeda cu\u1ed1i n\u0103m 2013 \u0111\u1ec3 t\u1ed5ng s\u1ea3n l\u01b0\u1ee3ng c\u1ea3 n\u0103m \u0111\u1ea1t m\u1ee9c 34,5 GW.<\/p>\n

Tuy nhi\u00ean, \u0111a s\u1ed1 nhu c\u1ea7u m\u00e1y bi\u1ebfn t\u1ea7n \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o s\u1ebd \u0111\u1ebfn t\u1eeb th\u1ecb tr\u01b0\u1eddng ch\u00e2u M\u1ef9 v\u00e0 ch\u00e2u \u00c1, vi\u1ec7c n\u00e0y s\u1ebd ti\u1ebfp t\u1ee5c t\u1ea1o \u00e1p l\u1ef1c l\u00ean c\u00e1c nh\u00e0 cung c\u1ea5p m\u00e1y bi\u1ebfn t\u1ea7n v\u1ed1n ch\u01b0a c\u00f3 t\u1ea7m \u1ea3nh h\u01b0\u1edfng t\u1ea1i nh\u1eefng th\u1ecb tr\u01b0\u1eddng n\u00e0y. Nh\u1edd s\u1ef1 chuy\u1ec3n \u0111\u1ed5i th\u1ecb tr\u01b0\u1eddng n\u00e0y, c\u00e1c nh\u00e0 cung c\u1ea5p m\u00e1y bi\u1ebfn t\u1ea7n – \u0111\u1eb7c bi\u1ec7t l\u00e0 c\u00e1c doanh nghi\u1ec7p Trung Qu\u1ed1c v\u00e0 Nh\u1eadt B\u1ea3n nh\u01b0 Sungrow, Omron<\/a>, Tabuchi v\u00e0 TMEIC – hi v\u1ecdng s\u1ebd t\u0103ng tr\u01b0\u1edfng m\u1ea1nh trong n\u0103m 2013, \u0111i\u1ec1u m\u00e0 kh\u00f4ng c\u00f3 l\u1ee3i cho m\u1ed9t s\u1ed1 nh\u00e0 cung c\u1ea5p Ch\u00e2u \u00c2u<\/p>\n","protected":false},"excerpt":{"rendered":"

L\u01b0\u1ee3ng c\u1ea7u gi\u1ea3m \u1edf ch\u00e2u \u00c2u \u0111\u00e3 khi\u1ebfn s\u1ea3n l\u01b0\u1ee3ng m\u00e1y bi\u1ebfn t\u1ea7n t\u1eeb th\u00e1i d\u01b0\u01a1ng n\u0103ng s\u1ee5t gi\u1ea3m l\u1ea7n \u0111\u1ea7u ti\u00ean k\u1ec3 t\u1eeb n\u0103m 2011 nh\u01b0ng do nhu c\u1ea7u cao \u1edf ch\u00e2u M\u1ef9 v\u00e0 ch\u00e2u \u00c1 n\u00ean v\u1eabn c\u00f2n k\u1ef3 v\u1ecdng kh\u00e1 l\u1ea1c quan v\u1ec1 m\u1ed9t s\u1ef1 h\u1ed3i ph\u1ee5c. Theo m\u1ed9t b\u00e1o c\u00e1o m\u1edbi […]<\/p>\n","protected":false},"author":2,"featured_media":17905,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11499],"tags":[10296,4626,10301,10302,4624,10303,9873,11745],"class_list":["post-17904","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tin-tuc-tu-dong-hoa","tag-bng-gia-bin-tn-invt","tag-bien-tan-invt","tag-dai-ly-bien-tan-invt","tag-invt-chf100a","tag-invt-gd10","tag-invt-gd200","tag-may-bien-tan","tag-may-bien-tan-omron"],"_links":{"self":[{"href":"https:\/\/hunglong.banbientan.com\/index.php?rest_route=\/wp\/v2\/posts\/17904","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hunglong.banbientan.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hunglong.banbientan.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hunglong.banbientan.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/hunglong.banbientan.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=17904"}],"version-history":[{"count":0,"href":"https:\/\/hunglong.banbientan.com\/index.php?rest_route=\/wp\/v2\/posts\/17904\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hunglong.banbientan.com\/index.php?rest_route=\/"}],"wp:attachment":[{"href":"https:\/\/hunglong.banbientan.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=17904"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hunglong.banbientan.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=17904"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hunglong.banbientan.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=17904"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}