{"id":386,"date":"2026-08-21T07:18:39","date_gmt":"2026-08-21T07:18:39","guid":{"rendered":"https:\/\/junnengelectric.com\/?p=386"},"modified":"2026-08-21T07:18:39","modified_gmt":"2026-08-21T07:18:39","slug":"in-this-era-of-massive-power-grid-investment-where-will-the-4-trillion-yuan-go-and-who-will-emerge-as-the-biggest-winner","status":"publish","type":"post","link":"https:\/\/junnengelectric.com\/vi\/in-this-era-of-massive-power-grid-investment-where-will-the-4-trillion-yuan-go-and-who-will-emerge-as-the-biggest-winner\/","title":{"rendered":"Trong th\u1eddi \u0111\u1ea1i \u0111\u1ea7u t\u01b0 l\u01b0\u1edbi \u0111i\u1ec7n kh\u1ed5ng l\u1ed3 n\u00e0y, 4 ngh\u00ecn t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 s\u1ebd \u0111i \u0111\u00e2u, v\u00e0 ai s\u1ebd n\u1ed5i l\u00ean l\u00e0 ng\u01b0\u1eddi chi\u1ebfn th\u1eafng l\u1edbn nh\u1ea5t?"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Trong giai \u0111o\u1ea1n \u201cK\u1ebf ho\u1ea1ch 5 n\u0103m l\u1ea7n th\u1ee9 15\u201d, \u0111\u1ea7u t\u01b0 h\u00e0ng n\u0103m v\u00e0o l\u01b0\u1edbi \u0111i\u1ec7n c\u1ee7a Trung Qu\u1ed1c \u0111\u01b0\u1ee3c d\u1ef1 \u0111o\u00e1n s\u1ebd \u0111\u1ea1t x\u1ea5p x\u1ec9 1 ngh\u00ecn t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7.Con s\u1ed1 n\u00e0y s\u1ebd kh\u00f4ng ch\u1ec9 l\u1eadp k\u1ef7 l\u1ee5c l\u1ecbch s\u1eed m\u00e0 c\u00f2n bi\u1ec3u th\u1ecb r\u1eb1ng vi\u1ec7c x\u00e2y d\u1ef1ng l\u01b0\u1edbi \u0111i\u1ec7n s\u1ebd ti\u1ebfn h\u00e0nh v\u1edbi c\u01b0\u1eddng \u0111\u1ed9 ch\u01b0a t\u1eebng c\u00f3, mang l\u1ea1i l\u1ee3i \u00edch tr\u1ef1c ti\u1ebfp cho c\u00e1c c\u00f4ng ty trong chu\u1ed7i ng\u00e0nh c\u00f4ng nghi\u1ec7p thi\u1ebft b\u1ecb \u0111i\u1ec7n.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">M\u1ed9t k\u1ef7 nguy\u00ean \u0111\u1ea7u t\u01b0 l\u1edbn ch\u01b0a t\u1eebng c\u00f3 v\u00e0o l\u01b0\u1edbi \u0111i\u1ec7n \u0111ang di\u1ec5n ra.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">G\u1ea7n \u0111\u00e2y, T\u1eadp \u0111o\u00e0n l\u01b0\u1edbi \u0111i\u1ec7n nh\u00e0 n\u01b0\u1edbc Trung Qu\u1ed1c (State Grid) \u0111\u00e3 tuy\u00ean b\u1ed1 doanh nghi\u1ec7p l\u01b0\u1edbi \u0111i\u1ec7n l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi \u0111\u00e3 ho\u00e0n th\u00e0nh c\u00e1c m\u1ee5c ti\u00eau \u0111\u1ea7u t\u01b0 m\u1ed9t l\u1ea7n n\u1eefa, \u0111\u1ea9y quy m\u00f4 \u0111\u1ea7u t\u01b0 v\u00e0o l\u01b0\u1edbi \u0111i\u1ec7n l\u00ean m\u1ee9c cao m\u1edbi m\u1ecdi th\u1eddi \u0111\u1ea1i.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">V\u00e0o ng\u00e0y 15 th\u00e1ng 1, State Grid \u0111\u00e3 th\u00f4ng b\u00e1o tr\u00ean trang web ch\u00ednh th\u1ee9c c\u1ee7a m\u00ecnh r\u1eb1ng kho\u1ea3n \u0111\u1ea7u t\u01b0 t\u00e0i s\u1ea3n c\u1ed1 \u0111\u1ecbnh c\u1ee7a h\u1ecd trong giai \u0111o\u1ea1n \u201cK\u1ebf ho\u1ea1ch 5 n\u0103m l\u1ea7n th\u1ee9 15\u201d d\u1ef1 ki\u1ebfn s\u1ebd \u0111\u1ea1t 4 ngh\u00ecn t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7, t\u0103ng 40% so v\u1edbi kho\u1ea3n \u0111\u1ea7u t\u01b0 \u0111\u01b0\u1ee3c th\u1ef1c hi\u1ec7n trong giai \u0111o\u1ea1n \u201cK\u1ebf ho\u1ea1ch 5 n\u0103m l\u1ea7n th\u1ee9 14\u201d.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">D\u1ef1a tr\u00ean \u01b0\u1edbc t\u00ednh 4 ngh\u00ecn t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 n\u00e0y, \u0111\u1ea7u t\u01b0 trung b\u00ecnh h\u00e0ng n\u0103m c\u1ee7a State Grid trong giai \u0111o\u1ea1n \u201cK\u1ebf ho\u1ea1ch 5 n\u0103m l\u1ea7n th\u1ee9 15\u201d s\u1ebd v\u01b0\u1ee3t qu\u00e1 800 t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 cao h\u01a1n \u0111\u00e1ng k\u1ec3 so v\u1edbi hai chu k\u1ef3 l\u1eadp k\u1ebf ho\u1ea1ch 5 n\u0103m tr\u01b0\u1edbc \u0111\u00f3. trong khi \u0111\u00f3, c\u00e1c nh\u00e0 ph\u00e2n t\u00edch t\u1ea1i Galaxy Securities d\u1ef1 \u0111o\u00e1n r\u1eb1ng \u0111\u1ea7u t\u01b0 c\u1ee7a China Southern Power Grid (CSG) c\u00f3 th\u1ec3 \u0111\u1ea1t x\u1ea5p x\u1ec9 1 ngh\u00ecn t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 trong c\u00f9ng th\u1eddi k\u1ef3; k\u1ebft h\u1ee3p l\u1ea1i, \u0111i\u1ec1u n\u00e0y mang l\u1ea1i t\u1ed5ng \u0111\u1ea7u t\u01b0 l\u01b0\u1edbi \u0111i\u1ec7n h\u00e0ng n\u0103m c\u1ee7a Trung Qu\u1ed1c l\u00ean kho\u1ea3ng 1 ngh\u00ecn t\u1ef7 nh\u00e2n d\u00e2n t.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">V\u1ec1 \u01b0u ti\u00ean \u0111\u1ea7u t\u01b0, State Grid tuy\u00ean b\u1ed1 trong giai \u0111o\u1ea1n \u201cK\u1ebf ho\u1ea1ch 5 n\u0103m l\u1ea7n th\u1ee9 15\u201d, n\u00f3 nh\u1eb1m m\u1ee5c \u0111\u00edch \u0111\u1ea1t \u0111\u01b0\u1ee3c m\u1ee9c t\u0103ng trung b\u00ecnh h\u00e0ng n\u0103m kho\u1ea3ng 200 tri\u1ec7u kilowatt trong c\u00f4ng su\u1ea5t gi\u00f3 v\u00e0 m\u1eb7t tr\u1eddi \u0111\u01b0\u1ee3c l\u1eafp \u0111\u1eb7t trong c\u00e1c khu v\u1ef1c d\u1ecbch v\u1ee5 c\u1ee7a m\u00ecnh. n\u00f3 c\u0169ng \u0111\u1eb7t m\u1ee5c ti\u00eau n\u00e2ng t\u1ef7 l\u1ec7 ti\u00eau th\u1ee5 n\u0103ng l\u01b0\u1ee3ng kh\u00f4ng h\u00f3a th\u1ea1ch l\u00ean 25% v\u00e0 t\u1ef7 l\u1ec7 \u0111i\u1ec7n trong ti\u00eau th\u1ee5 n\u0103ng l\u01b0\u1ee3ng \u0111\u1ea7u cu\u1ed1i l\u00ean 35%, qua \u0111\u00f3 h\u1ed7 tr\u1ee3 m\u1ee5c ti\u00eau \u0111\u1ea1t \u0111\u1ec9nh l\u01b0\u1ee3ng kh\u00ed th\u1ea3i carbon tr\u00ean to\u00e0n x\u00e3 h\u1ed9i.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">S\u1ed0 1 \u0110\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi nh\u1eefng c\u01a1n gi\u00f3 ch\u00ednh s\u00e1ch: \u0110\u1ea7u t\u01b0 c\u1ee7a hai nh\u00e0 khai th\u00e1c l\u01b0\u1edbi \u0111i\u1ec7n l\u1edbn ti\u1ebfp t\u1ee5c t\u0103ng m\u1ea1nh<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">N\u0103ng l\u01b0\u1ee3ng l\u00e0 \u201cm\u00e1u s\u1ed1ng\u201d c\u1ee7a c\u00e1c ho\u1ea1t \u0111\u1ed9ng kinh t\u1ebf v\u00e0 x\u00e3 h\u1ed9i, trong khi l\u01b0\u1edbi \u0111i\u1ec7n \u0111\u00f3ng vai tr\u00f2 l\u00e0 \u201c\u0111\u1ed9ng m\u1ea1ch ch\u00ednh\u201d v\u00e0 \u201cmao m\u1ea1ch\u201d \u0111\u1ec3 ph\u00e2n ph\u1ed1i n\u0103ng l\u01b0\u1ee3ng.L\u00e0 trung t\u00e2m k\u1ebft n\u1ed1i s\u1ea3n xu\u1ea5t v\u00e0 ti\u00eau th\u1ee5 \u0111i\u1ec7n, l\u01b0\u1edbi \u0111i\u1ec7n l\u00e0 th\u00e0nh ph\u1ea7n c\u1ed1t l\u00f5i c\u1ee7a ho\u1ea1t \u0111\u1ed9ng c\u1ee7a h\u1ec7 th\u1ed1ng \u0111i\u1ec7n.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0110\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi c\u00e1c ch\u00ednh s\u00e1ch thu\u1eadn l\u1ee3i, c\u1ea3 L\u01b0\u1edbi \u0111i\u1ec7n Nh\u00e0 n\u01b0\u1edbc v\u00e0 L\u01b0\u1edbi \u0111i\u1ec7n ph\u00eda Nam Trung Qu\u1ed1c \u0111\u1ec1u duy tr\u00ec xu h\u01b0\u1edbng t\u0103ng tr\u01b0\u1edfng b\u1ec1n v\u1eefng trong \u0111\u1ea7u t\u01b0 v\u00e0o l\u01b0\u1edbi \u0111i\u1ec7n.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0110\u1ed1i v\u1edbi b\u1ed1i c\u1ea3nh, kho\u1ea3n \u0111\u1ea7u t\u01b0 c\u1ee7a State Grid \u0111\u1ea1t t\u1ed5ng c\u1ed9ng 2,4 ngh\u00ecn t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 trong giai \u0111o\u1ea1n \u201cK\u1ebf ho\u1ea1ch 5 n\u0103m l\u1ea7n th\u1ee9 13\u201d v\u00e0 2,8 ngh\u00ecn t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 trong giai \u0111o\u1ea1n \u201cK\u1ebf ho\u1ea1ch 5 n\u0103m l\u1ea7n th\u1ee9 14\u201d.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Trong nh\u1eefng n\u0103m g\u1ea7n \u0111\u00e2y, t\u1ed1c \u0111\u1ed9 \u0111\u1ea7u t\u01b0 c\u1ee7a State Grid \u0111\u00e3 t\u0103ng t\u1ed1c \u0111\u00e1ng k\u1ec3, li\u00ean t\u1ee5c ph\u00e1 v\u1ee1 k\u1ef7 l\u1ee5c. \u0111\u1ea7u t\u01b0 l\u01b0\u1edbi \u0111i\u1ec7n h\u00e0ng n\u0103m l\u1ea7n \u0111\u1ea7u ti\u00ean v\u01b0\u1ee3t qua 500 t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 v\u00e0o n\u0103m 2022 v\u00e0 v\u01b0\u1ee3t qu\u00e1 600 t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 v\u00e0o n\u0103m 2024.Trong c\u1ea3 n\u0103m 2025, \u0111\u1ea7u t\u01b0 c\u1ee7a State Grid \u0111\u01b0\u1ee3c d\u1ef1 \u0111o\u00e1n s\u1ebd v\u01b0\u1ee3t qu\u00e1 650 t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 l\u1ea7n \u0111\u1ea7u ti\u00ean. l\u01b0\u1edbi \u0111i\u1ec7n ph\u00eda Nam Trung Qu\u1ed1c tr\u01b0\u1edbc \u0111\u00f3 \u0111\u00e3 c\u00f4ng b\u1ed1 m\u1ed9t n\u1ed7 l\u1ef1c to\u00e0n di\u1ec7n \u0111\u1ec3 n\u00e2ng c\u1ea5p thi\u1ebft b\u1ecb l\u01b0\u1edbi \u0111i\u1ec7n c\u1ee7a m\u00ecnh tr\u00ean quy m\u00f4 l\u1edbn, v\u1edbi kho\u1ea3n \u0111\u1ea7u t\u01b0 d\u1ef1 ki\u1ebfn \u0111\u1ea1t 195,3 t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 t\u1eeb n\u0103m 2024 \u0111\u1ebfn n\u0103m 2027.V\u00e0o th\u00e1ng 1 n\u0103m 2025, c\u00f4ng ty \u0111\u00e3 c\u00f4ng b\u1ed1 k\u1ebf ho\u1ea1ch \u0111\u1ea7u t\u01b0 t\u00e0i s\u1ea3n c\u1ed1 \u0111\u1ecbnh l\u00e0 175 t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 cho n\u0103m.\u0111\u1ec9nh cao nh\u1ea5t m\u1ecdi th\u1eddi \u0111\u1ea1i.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">S\u1ef1 gia t\u0103ng \u1ed5n \u0111\u1ecbnh trong \u0111\u1ea7u t\u01b0 l\u01b0\u1edbi \u0111i\u1ec7n l\u00e0 m\u1ed9t y\u00eau c\u1ea7u c\u1ea7n thi\u1ebft \u0111\u1ec3 \u0111\u1ea9y nhanh vi\u1ec7c x\u00e2y d\u1ef1ng h\u1ec7 th\u1ed1ng \u0111i\u1ec7n m\u1edbi c\u1ee7a Trung Qu\u1ed1c.Ngay t\u1eeb th\u00e1ng 9 n\u0103m 2021, Cu\u1ed9c h\u1ecdp l\u1ea7n th\u1ee9 ch\u00edn c\u1ee7a \u1ee6y ban Trung \u01b0\u01a1ng v\u1ec1 c\u00e1c v\u1ea5n \u0111\u1ec1 t\u00e0i ch\u00ednh v\u00e0 kinh t\u1ebf \u0111\u00e3 k\u00eau g\u1ecdi \u201cx\u00e2y d\u1ef1ng m\u1ed9t h\u1ec7 th\u1ed1ng \u0111i\u1ec7n m\u1edbi v\u1edbi n\u0103ng l\u01b0\u1ee3ng m\u1edbi l\u00e0m tr\u1ee5 c\u1ed9t.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Trong giai \u0111o\u1ea1n \u201cK\u1ebf ho\u1ea1ch 5 n\u0103m l\u1ea7n th\u1ee9 14\u201d, n\u0103ng l\u01b0\u1ee3ng m\u1edbi \u0111\u00e3 ph\u00e1t tri\u1ec3n nhanh ch\u00f3ng; c\u00f4ng su\u1ea5t l\u1eafp \u0111\u1eb7t cho n\u0103ng l\u01b0\u1ee3ng gi\u00f3 v\u00e0 m\u1eb7t tr\u1eddi t\u0103ng t\u1eeb 530 tri\u1ec7u kilowatt v\u00e0o n\u0103m 2020 l\u00ean 1,76 t\u1ef7 kilowatt v\u00e0o cu\u1ed1i th\u00e1ng 11 n\u0103m 2025. \u0111\u1ebfn n\u0103m 2030, c\u00f4ng su\u1ea5t gi\u00f3 v\u00e0 m\u1eb7t tr\u1eddi \u0111\u01b0\u1ee3c l\u1eafp \u0111\u1eb7t c\u1ee7a qu\u1ed1c gia d\u1ef1 ki\u1ebfn s\u1ebd v\u01b0\u1ee3t qu\u00e1 3 t\u1ef7 kilowatt. Tuy nhi\u00ean, khi quy m\u00f4 n\u0103ng l\u01b0\u1ee3ng m\u1edbi ti\u1ebfp t\u1ee5c m\u1edf r\u1ed9ng nhanh ch\u00f3ng, c\u00e1c v\u1ea5n \u0111\u1ec1 nh\u01b0 t\u00edch h\u1ee3p v\u00e0 ti\u00eau th\u1ee5 l\u01b0\u1edbi \u0111i\u1ec7n ng\u00e0y c\u00e0ng tr\u1edf n\u00ean n\u1ed5i b\u1eadt, \u0111\u1eb7t ra nh\u1eefng th\u00e1ch th\u1ee9c \u0111\u00e1ng k\u1ec3 \u0111\u1ed1i v\u1edbi s\u1ef1 an to\u00e0n v\u00e0 \u1ed5n \u0111\u1ecbnh c\u1ee7a l\u01b0\u1edbi \u0111i\u1ec7n hi\u1ec7n c\u00f3.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Do \u0111\u00f3, trong b\u1ed1i c\u1ea3nh qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i nhanh ch\u00f3ng sang h\u1ec7 th\u1ed1ng \u0111i\u1ec7n m\u1edbi, vi\u1ec7c b\u1ed1 tr\u00ed l\u01b0\u1edbi \u0111i\u1ec7n qu\u1ed1c gia \u0111\u00f2i h\u1ecfi ph\u1ea3i t\u1ed1i \u01b0u h\u00f3a v\u00e0 h\u1ee3p nh\u1ea5t h\u01a1n n\u1eefa quy tr\u00ecnh th\u00fac \u0111\u1ea9y \u0111\u1ea7u t\u01b0 v\u00e0o l\u01b0\u1edbi \u0111i\u1ec7n li\u00ean t\u1ee5c \u0111\u1ea1t \u0111\u1ebfn t\u1ea7m cao m\u1edbi.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">N\u0103m 2024, t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng \u0111\u1ea7u t\u01b0 v\u00e0o c\u00e1c d\u1ef1 \u00e1n l\u01b0\u1edbi \u0111i\u1ec7n qu\u1ed1c gia \u0111\u00e3 v\u01b0\u1ee3t qua c\u00e1c d\u1ef1 \u00e1n ph\u00e1t \u0111i\u1ec7n.C\u00e1c doanh nghi\u1ec7p ph\u00e1t \u0111i\u1ec7n l\u1edbn \u0111\u00e3 ho\u00e0n th\u00e0nh 1,1687 ngh\u00ecn t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 \u0111\u1ea7u t\u01b0 cho c\u00e1c d\u1ef1 \u00e1n ph\u00e1t \u0111i\u1ec7n (t\u0103ng 12,1% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i), trong khi \u0111\u1ea7u t\u01b0 v\u00e0o c\u00e1c d\u1ef1 \u00e1n l\u01b0\u1edbi \u0111i\u1ec7n \u0111\u1ea1t t\u1ed5ng c\u1ed9ng 608,3 t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 (t\u0103ng 15,3% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Kho\u1ea3ng c\u00e1ch n\u00e0y c\u00e0ng m\u1edf r\u1ed9ng h\u01a1n v\u00e0o n\u0103m 2025, theo th\u1ed1ng k\u00ea v\u1ec1 ng\u00e0nh \u0111i\u1ec7n qu\u1ed1c gia trong 11 th\u00e1ng \u0111\u1ea7u n\u0103m do C\u1ee5c N\u0103ng l\u01b0\u1ee3ng Qu\u1ed1c gia c\u00f4ng b\u1ed1, c\u00e1c doanh nghi\u1ec7p ph\u00e1t \u0111i\u1ec7n l\u1edbn \u0111\u00e3 ho\u00e0n th\u00e0nh 866,5 t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 \u0111\u1ea7u t\u01b0 cho c\u00e1c d\u1ef1 \u00e1n ph\u00e1t \u0111i\u1ec7n (t\u0103ng 12,0% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i), trong khi \u0111\u1ea7u t\u01b0 d\u1ef1 \u00e1n l\u01b0\u1edbi \u0111i\u1ec7n \u0111\u1ea1t 529 t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 (t\u0103ng 18,7% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">S\u1ed1 2: Trong th\u1eddi \u0111\u1ea1i \u0111\u1ea7u t\u01b0 l\u01b0\u1edbi \u0111i\u1ec7n l\u1edbn n\u00e0y, \u0111\u00e2u l\u00e0 \u01b0u ti\u00ean ch\u00ednh?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ng\u00e0y 28 th\u00e1ng 10 n\u0103m 2025, \u201c\u0110\u1ec1 xu\u1ea5t c\u1ee7a \u1ee6y ban Trung \u01b0\u01a1ng CPC v\u1ec1 X\u00e2y d\u1ef1ng K\u1ebf ho\u1ea1ch 5 n\u0103m l\u1ea7n th\u1ee9 15 cho Ph\u00e1t tri\u1ec3n Kinh t\u1ebf v\u00e0 X\u00e3 h\u1ed9i Qu\u1ed1c gia\u201d (sau \u0111\u00e2y g\u1ecdi l\u00e0 \u201cK\u1ebf ho\u1ea1ch 5 n\u0103m l\u1ea7n th\u1ee9 15\u201d) \u0111\u01b0\u1ee3c ph\u00e1t h\u00e0nh, cung c\u1ea5p h\u01b0\u1edbng d\u1eabn v\u00e0 \u0111\u1ecbnh h\u01b0\u1edbng ch\u00ednh s\u00e1ch \u0111\u1ed5i m\u1edbi cho h\u1ec7 th\u1ed1ng n\u0103ng l\u01b0\u1ee3ng m\u1edbi.V\u1ec1 ph\u00e1t tri\u1ec3n l\u01b0\u1edbi \u0111i\u1ec7n, \u201cK\u1ebf ho\u1ea1ch 5 n\u0103m l\u1ea7n th\u1ee9 15\u201d t\u1eadp trung v\u00e0o h\u1ec7 th\u1ed1ng truy\u1ec1n t\u1ea3i v\u00e0 ph\u00e2n ph\u1ed1i to\u00e0n di\u1ec7n: c\u00e2n b\u1eb1ng ti\u00eau th\u1ee5 \u0111\u1ecba ph\u01b0\u01a1ng v\u1edbi truy\u1ec1n t\u1ea3i ra b\u00ean ngo\u00e0i; t\u0103ng c\u01b0\u1eddng to\u00e0n di\u1ec7n kh\u1ea3 n\u0103ng h\u1ed7 tr\u1ee3 l\u1eabn nhau v\u00e0 kh\u1ea3 n\u0103ng ph\u1ee5c h\u1ed3i c\u1ee7a h\u1ec7 th\u1ed1ng \u0111i\u1ec7n; v\u00e0 \u0111\u1ea9y nhanh vi\u1ec7c x\u00e2y d\u1ef1ng l\u01b0\u1edbi \u0111i\u1ec7n th\u00f4ng minh v\u00e0 l\u01b0\u1edbi \u0111i\u1ec7n si\u00eau nh\u1ecf.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">V\u00e0o ng\u00e0y 31 th\u00e1ng 12, \u1ee6y ban C\u1ea3i c\u00e1ch v\u00e0 Ph\u00e1t tri\u1ec3n Qu\u1ed1c gia v\u00e0 C\u01a1 quan Qu\u1ea3n l\u00fd N\u0103ng l\u01b0\u1ee3ng Qu\u1ed1c gia \u0111\u00e3 ban h\u00e0nh m\u1ed9t t\u00e0i li\u1ec7u h\u01b0\u1edbng d\u1eabn c\u00f3 t\u00ean \u201c\u00dd ki\u1ebfn H\u01b0\u1edbng d\u1eabn v\u1ec1 Th\u00fac \u0111\u1ea9y Ph\u00e1t tri\u1ec3n L\u01b0\u1edbi \u0111i\u1ec7n Ch\u1ea5t l\u01b0\u1ee3ng Cao\u201d trong \u0111\u00f3 k\u00eau g\u1ecdi r\u00f5 r\u00e0ng t\u0103ng c\u01b0\u1eddng \u0111\u1ea7u t\u01b0 v\u00e0o l\u01b0\u1edbi \u0111i\u1ec7n \u0111\u1ec3 th\u1ef1c hi\u1ec7n c\u00e1c chi\u1ebfn l\u01b0\u1ee3c qu\u1ed1c gia l\u1edbn. tri\u1ec3n khai.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">T\u00e0i li\u1ec7u n\u00eau ra c\u00e1c m\u1ee5c ti\u00eau cho n\u0103m 2030, bao g\u1ed3m vi\u1ec7c thi\u1ebft l\u1eadp ban \u0111\u1ea7u m\u1ed9t n\u1ec1n t\u1ea3ng l\u01b0\u1edbi \u0111i\u1ec7n m\u1edbi bao g\u1ed3m l\u01b0\u1edbi \u0111i\u1ec7n \u0111\u01b0\u1eddng tr\u1ee5c v\u00e0 m\u1ea1ng l\u01b0\u1edbi ph\u00e2n ph\u1ed1i l\u00e0m n\u1ec1n t\u1ea3ng, \u0111\u01b0\u1ee3c b\u1ed5 sung b\u1edfi c\u00e1c l\u01b0\u1edbi \u0111i\u1ec7n si\u00eau nh\u1ecf th\u00f4ng minh v\u00e0 t\u0103ng c\u01b0\u1eddng hi\u1ec7u qu\u1ea3 kh\u1ea3 n\u0103ng t\u1ed1i \u01b0u h\u00f3a t\u00e0i nguy\u00ean l\u01b0\u1edbi \u0111i\u1ec7n.C\u00e1c m\u1ee5c ti\u00eau ch\u00ednh bao g\u1ed3m: m\u1edf r\u1ed9ng quy m\u00f4 \u201cTruy\u1ec1n t\u1ea3i \u0111i\u1ec7n t\u1eeb T\u00e2y sang \u0110\u00f4ng\u201d l\u00ean h\u01a1n 420 tri\u1ec7u kilowatt; b\u1ed5 sung kho\u1ea3ng 40 tri\u1ec7u kilowatt c\u00f4ng su\u1ea5t h\u1ed7 tr\u1ee3 l\u1eabn nhau \u0111i\u1ec7n li\u00ean t\u1ec9nh; h\u1ed7 tr\u1ee3 m\u1ed9t ph\u1ea7n s\u1ea3n xu\u1ea5t n\u0103ng l\u01b0\u1ee3ng m\u1edbi \u0111\u1ea1t kho\u1ea3ng 30%; \u0111\u1ea1t c\u00f4ng su\u1ea5t 900 tri\u1ec7u kilowatt \u0111\u1ec3 t\u00edch h\u1ee3p n\u0103ng l\u01b0\u1ee3ng m\u1edbi ph\u00e2n t\u00e1n; v\u00e0 h\u1ed7 tr\u1ee3 tri\u1ec3n khai h\u01a1n 40 tri\u1ec7u \u0111\u01a1n v\u1ecb c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng s\u1ea1c.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">L\u00e0 \u0111\u01a1n v\u1ecb th\u1ef1c hi\u1ec7n ch\u00ednh c\u1ee7a ph\u00e1t tri\u1ec3n l\u01b0\u1edbi \u0111i\u1ec7n ch\u1ea5t l\u01b0\u1ee3ng cao, T\u1ed5ng c\u00f4ng ty L\u01b0\u1edbi \u0111i\u1ec7n Nh\u00e0 n\u01b0\u1edbc Trung Qu\u1ed1c s\u1ebd t\u1eadp trung \u0111\u1ea7u t\u01b0 \u201cK\u1ebf ho\u1ea1ch 5 n\u0103m l\u1ea7n th\u1ee9 15\u201d v\u00e0o vi\u1ec7c x\u00e2y d\u1ef1ng h\u1ec7 th\u1ed1ng \u0111i\u1ec7n m\u1edbi v\u00e0 t\u0103ng c\u01b0\u1eddng \u0111\u1ed5i m\u1edbi c\u00f4ng ngh\u1ec7, c\u1ee5 th\u1ec3 tr\u00ean b\u1ed1n l\u0129nh v\u1ef1c sau:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0110\u1ea7u ti\u00ean, t\u1eadp trung v\u00e0o vi\u1ec7c t\u0103ng c\u01b0\u1eddng n\u1ec1n t\u1ea3ng l\u01b0\u1edbi \u0111i\u1ec7n v\u00e0 x\u00e2y d\u1ef1ng h\u1ec7 th\u1ed1ng \u0111i\u1ec7n m\u1edbi, c\u00f4ng ty \u0111\u1eb7t m\u1ee5c ti\u00eau ban \u0111\u1ea7u l\u00e0 thi\u1ebft l\u1eadp m\u1ed9t n\u1ec1n t\u1ea3ng l\u01b0\u1edbi \u0111i\u1ec7n m\u1edbi c\u00f3 s\u1ee9c m\u1ea1nh t\u1ed5ng h\u1ee3p gi\u1eefa l\u01b0\u1edbi \u0111i\u1ec7n \u0111\u01b0\u1eddng tr\u1ee5c, m\u1ea1ng l\u01b0\u1edbi ph\u00e2n ph\u1ed1i v\u00e0 l\u01b0\u1edbi \u0111i\u1ec7n si\u00eau nh\u1ecf, \u0111\u1ed3ng th\u1eddi c\u1ee7ng c\u1ed1 h\u01a1n n\u1eefa \u201cT\u00e2y-\u0110\u00f4ng\u201d v\u00e0 \u201cB\u1eafc-Nam\u201d m\u1ea1ng l\u01b0\u1edbi truy\u1ec1n t\u1ea3i n\u0103ng l\u01b0\u1ee3ng.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Th\u1ee9 hai, v\u1ec1 l\u01b0\u1edbi \u0111i\u1ec7n \u0111\u01b0\u1eddng tr\u1ee5c, c\u00f4ng ty s\u1ebd \u0111\u1ea9y nhanh vi\u1ec7c x\u00e2y d\u1ef1ng c\u00e1c k\u00eanh truy\u1ec1n t\u1ea3i DC UHV (Si\u00eau cao \u00e1p) \u0111\u1ec3 t\u0103ng c\u00f4ng su\u1ea5t truy\u1ec1n t\u1ea3i li\u00ean v\u00f9ng v\u00e0 li\u00ean t\u1ec9nh l\u00ean h\u01a1n 30% so v\u1edbi cu\u1ed1i giai \u0111o\u1ea1n \u201cK\u1ebf ho\u1ea1ch 5 n\u0103m l\u1ea7n th\u1ee9 14\u201d, v\u1edbi tr\u1ecdng t\u00e2m l\u00e0 h\u1ed7 tr\u1ee3 ph\u00e1t tri\u1ec3n v\u00e0 truy\u1ec1n t\u1ea3i \u0111i\u1ec7n t\u1eeb c\u00e1c c\u0103n c\u1ee9 gi\u00f3 v\u00e0 m\u1eb7t tr\u1eddi quy m\u00f4 l\u1edbn \u1edf v\u00f9ng sa m\u1ea1c v\u00e0 Gobi, c\u0169ng nh\u01b0 c\u00e1c c\u0103n c\u1ee9 th\u1ee7y \u0111i\u1ec7n quy m\u00f4 l\u1edbn \u1edf ph\u00eda t\u00e2y nam.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Th\u1ee9 ba, \u1edf c\u1ea5p \u0111\u1ed9 m\u1ea1ng l\u01b0\u1edbi ph\u00e2n ph\u1ed1i, c\u00f4ng ty s\u1ebd \u0111\u1ea9y nhanh vi\u1ec7c x\u00e2y d\u1ef1ng \u1edf c\u00e1c khu v\u1ef1c th\u00e0nh th\u1ecb, n\u00f4ng th\u00f4n v\u00e0 v\u00f9ng s\u00e2u v\u00f9ng xa, \u0111\u1ed3ng th\u1eddi kh\u00e1m ph\u00e1 c\u00e1c m\u00f4 h\u00ecnh cho \u201c\u0111\u1ea3m b\u1ea3o ngu\u1ed3n cung c\u1ea5p cho ng\u01b0\u1eddi d\u00f9ng cu\u1ed1i\u201d v\u00e0 c\u00e1c l\u01b0\u1edbi \u0111i\u1ec7n si\u00eau nh\u1ecf ngo\u00e0i l\u01b0\u1edbi.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Th\u1ee9 t\u01b0, c\u00f4ng ty s\u1ebd c\u1ee7ng c\u1ed1 c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng k\u1ef9 thu\u1eadt s\u1ed1 v\u00e0 th\u00f4ng minh, th\u1ef1c hi\u1ec7n s\u00e1ng ki\u1ebfn \u0111\u1eb7c bi\u1ec7t \u201cAI+\u201d, v\u00e0 t\u0103ng c\u01b0\u1eddng trao quy\u1ec1n k\u1ef9 thu\u1eadt s\u1ed1 cho l\u01b0\u1edbi \u0111i\u1ec7n.Lin Boqiang, Tr\u01b0\u1edfng khoa Vi\u1ec7n Nghi\u00ean c\u1ee9u Ch\u00ednh s\u00e1ch N\u0103ng l\u01b0\u1ee3ng Trung Qu\u1ed1c t\u1ea1i \u0110\u1ea1i h\u1ecdc H\u1ea1 M\u00f4n, ph\u00e2n t\u00edch r\u1eb1ng vi\u1ec7c \u0111\u1ea9y nhanh vi\u1ec7c x\u00e2y d\u1ef1ng c\u00e1c k\u00eanh truy\u1ec1n t\u1ea3i UHVDC (D\u00f2ng \u0111i\u1ec7n m\u1ed9t chi\u1ec1u si\u00eau cao) v\u00e0 t\u0103ng c\u01b0\u1eddng kh\u1ea3 n\u0103ng truy\u1ec1n t\u1ea3i \u0111i\u1ec7n li\u00ean v\u00f9ng v\u00e0 li\u00ean t\u1ec9nh t\u1ea1o th\u00e0nh m\u1ed9t \u0111i\u1ec3m nh\u1ea5n ch\u00ednh trong k\u1ebf ho\u1ea1ch hi\u1ec7n t\u1ea1i c\u1ee7a L\u01b0\u1edbi \u0111i\u1ec7n Nh\u00e0 n\u01b0\u1edbc.Khi c\u00e1c c\u01a1 s\u1edf n\u0103ng l\u01b0\u1ee3ng m\u1edbi \u0111\u01b0\u1ee3c ph\u00e1t tri\u1ec3n \u1edf c\u00e1c khu v\u1ef1c nh\u01b0 T\u00e2y B\u1eafc v\u00e0 T\u00e2y Nam, nhu c\u1ea7u truy\u1ec1n t\u1ea3i \u0111i\u1ec7n UHV \u0111\u01b0\u1eddng d\u00e0i \u0111\u01b0\u1ee3c thi\u1ebft l\u1eadp \u0111\u1ec3 t\u0103ng tr\u01b0\u1edfng \u0111\u00e1ng k.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0110\u1ed3ng th\u1eddi, \u00f4ng l\u01b0u \u00fd r\u1eb1ng m\u1ee5c ti\u00eau \u0111\u00e3 n\u00eau l\u00e0 \u201cban \u0111\u1ea7u thi\u1ebft l\u1eadp m\u1ed9t lo\u1ea1i n\u1ec1n t\u1ea3ng l\u01b0\u1edbi \u0111i\u1ec7n m\u1edbi c\u00f3 s\u1ef1 ph\u1ed1i h\u1ee3p gi\u1eefa c\u00e1c l\u01b0\u1edbi \u0111i\u1ec7n ch\u00ednh, m\u1ea1ng l\u01b0\u1edbi ph\u00e2n ph\u1ed1i v\u00e0 l\u01b0\u1edbi \u0111i\u1ec7n si\u00eau nh\u1ecf\u201d \u0111\u1ea3m b\u1ea3o s\u1ef1 ch\u00fa \u00fd. v\u1edbi xu h\u01b0\u1edbng hi\u1ec7n t\u1ea1i, s\u1ef1 ph\u1ed5 bi\u1ebfn c\u1ee7a l\u01b0\u1edbi \u0111i\u1ec7n si\u00eau nh\u1ecf l\u00e0m cho s\u1ef1 nh\u1ea5n m\u1ea1nh v\u00e0o s\u1ee9c m\u1ea1nh t\u1ed5ng h\u1ee3p gi\u1eefa l\u01b0\u1edbi \u0111i\u1ec7n x\u01b0\u01a1ng s\u1ed1ng, m\u1ea1ng l\u01b0\u1edbi ph\u00e2n ph\u1ed1i v\u00e0 l\u01b0\u1edbi \u0111i\u1ec7n si\u00eau nh\u1ecf th\u00f4ng minh ph\u00f9 h\u1ee3p ho\u00e0n h\u1ea3o v\u1edbi h\u01b0\u1edbng ph\u00e1t tri\u1ec3n l\u01b0\u1edbi \u0111i\u1ec7n t\u1ed5ng th.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">S\u00e1ng ki\u1ebfn \u0111\u1ea7u t\u01b0 tr\u1ecb gi\u00e1 4 ngh\u00ecn t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 n\u00e0y kh\u00f4ng ch\u1ec9 nh\u1eb1m gi\u1ea3i quy\u1ebft ch\u00ednh x\u00e1c c\u00e1c n\u00fat th\u1eaft \u201cth\u1ebf h\u1ec7, truy\u1ec1n t\u1ea3i v\u00e0 s\u1eed d\u1ee5ng\u201d m\u00e0 n\u0103ng l\u01b0\u1ee3ng gi\u00f3 v\u00e0 m\u1eb7t tr\u1eddi ph\u1ea3i \u0111\u1ed1i m\u1eb7t m\u00e0 c\u00f2n \u0111\u1ec3 x\u00f3a b\u1ecf ho\u00e0n to\u00e0n c\u00e1c tr\u1edf ng\u1ea1i tr\u00ean to\u00e0n b\u1ed9 chu\u1ed7i gi\u00e1 tr\u1ecb n\u0103ng l\u01b0\u1ee3ng xu\u1ea5t ph\u00e1t t\u1eeb s\u1ea3n xu\u1ea5t v\u00e0 truy\u1ec1n t\u1ea3i \u0111\u1ebfn ti\u00eau th\u1ee5. m\u1ee5c ti\u00eau l\u00e0 \u0111\u1ea3m b\u1ea3o d\u00f2ng \u0111i\u1ec7n s\u1ea1ch ch\u1ea3y tr\u01a1n tru \u0111\u1ebfn c\u00e1c ng\u00e0nh c\u00f4ng nghi\u1ec7p \u0111a d\u1ea1ng v\u00e0 th\u1ef1c s\u1ef1 mang l\u1ea1i l\u1ee3i \u00edch cho v\u00f4 s\u1ed1 h\u1ed9 gia \u0111\u00ecnh.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">NO.3 \u0110\u1ea7u t\u01b0 l\u1edbn th\u00fac \u0111\u1ea9y s\u1ef1 b\u00f9ng n\u1ed5 v\u1ec1 thi\u1ebft b\u1ecb \u0111i\u1ec7n<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">T\u1ea1i m\u1ed9t cu\u1ed9c h\u1ecdp n\u1ed9i b\u1ed9 v\u00e0o cu\u1ed1i th\u00e1ng 12 n\u0103m 2025, Zhang Zhigang, B\u00ed th\u01b0 \u0110\u1ea3ng \u1ee7y v\u00e0 Ch\u1ee7 t\u1ecbch T\u1eadp \u0111o\u00e0n L\u01b0\u1edbi \u0111i\u1ec7n Nh\u00e0 n\u01b0\u1edbc Trung Qu\u1ed1c, nh\u1ea5n m\u1ea1nh s\u1ef1 c\u1ea7n thi\u1ebft ph\u1ea3i \u201c\u0111\u00f2n b\u1ea9y ho\u00e0n to\u00e0n vai tr\u00f2 c\u1ee7a l\u01b0\u1edbi \u0111i\u1ec7n nh\u01b0 m\u1ed9t s\u1ef1 h\u1ed7 tr\u1ee3 n\u1ec1n t\u1ea3ng v\u00e0 m\u1ed9t \u0111\u1ed9ng l\u1ef1c \u0111\u1ea7u t\u01b0, s\u1eed d\u1ee5ng n\u1ed7 l\u1ef1c l\u1edbn h\u01a1n v\u00e0 c\u00e1c bi\u1ec7n ph\u00e1p c\u1ee5 th\u1ec3 h\u01a1n \u0111\u1ec3 th\u00fac \u0111\u1ea9y nhu c\u1ea7u trong n\u01b0\u1edbc v\u00e0 \u1ed5n \u0111\u1ecbnh t\u0103ng tr\u01b0\u1edfng, \u0111\u1ed3ng th\u1eddi k\u00edch th\u00edch \u0111\u1ea7u t\u01b0 x\u00e3 h\u1ed9i hi\u1ec7u qu\u1ea3 h\u01a1n v\u00e0 ph\u00e1t tri\u1ec3n chu\u1ed7i c\u00f4ng nghi\u1ec7p v\u00e0 cung \u1ee9ng.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">C\u00e1c d\u1ef1 \u00e1n l\u01b0\u1edbi \u0111i\u1ec7n l\u1edbn th\u01b0\u1eddng li\u00ean quan \u0111\u1ebfn quy m\u00f4 \u0111\u1ea7u t\u01b0 l\u1edbn v\u00e0 thu h\u00fat nhi\u1ec1u doanh nghi\u1ec7p th\u01b0\u1ee3ng ngu\u1ed3n v\u00e0 h\u1ea1 ngu\u1ed3n trong chu\u1ed7i gi\u00e1 tr\u1ecb, bao g\u1ed3m s\u1ea3n xu\u1ea5t \u0111i\u1ec7n, s\u1ea3n xu\u1ea5t thi\u1ebft b\u1ecb \u0111i\u1ec7n v\u00e0 cung c\u1ea5p nguy\u00ean li\u1ec7u th\u00f4. \u0110\u1ea7u t\u01b0 v\u00e0o l\u01b0\u1edbi \u0111i\u1ec7n t\u0103ng l\u00ean \u0111\u1ed3ng ngh\u0129a v\u1edbi l\u1ee3i \u00edch tr\u1ef1c ti\u1ebfp cho c\u00e1c c\u00f4ng ty li\u00ean quan. Kho\u1ea3n \u0111\u1ea7u t\u01b0 \u0111\u00e1ng k\u1ec3 n\u00e0y s\u1ebd tr\u1ea3i r\u1ed9ng tr\u00ean nhi\u1ec1u l\u0129nh v\u1ef1c nh\u01b0 thi\u1ebft b\u1ecb t\u1ef1 \u0111\u1ed9ng h\u00f3a l\u01b0\u1edbi \u0111i\u1ec7n, thi\u1ebft b\u1ecb truy\u1ec1n t\u1ea3i v\u00e0 chuy\u1ec3n \u0111\u1ed5i \u0111i\u1ec7n, thi\u1ebft b\u1ecb ph\u00e2n ph\u1ed1i v\u00e0 linh ki\u1ec7n c\u00e1p v\u00e0 s\u1eb5n s\u00e0ng tr\u1edf th\u00e0nh \u0111\u1ed9ng l\u1ef1c m\u1edbi cho t\u0103ng tr\u01b0\u1edfng kinh t\u1ebf.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tr\u00ean th\u1ef1c t\u1ebf, s\u1ef1 gia t\u0103ng h\u00e0ng n\u0103m trong \u0111\u1ea7u t\u01b0 l\u01b0\u1edbi \u0111i\u1ec7n \u0111\u00e3 \u0111\u00f3ng vai tr\u00f2 l\u00e0 ch\u1ea5t x\u00fac t\u00e1c t\u00edch c\u1ef1c tr\u1ef1c ti\u1ebfp cho c\u00e1c \u0111\u01a1n \u0111\u1eb7t h\u00e0ng v\u00e0 hi\u1ec7u qu\u1ea3 t\u00e0i ch\u00ednh c\u1ee7a c\u00e1c c\u00f4ng ty trong chu\u1ed7i gi\u00e1 tr\u1ecb.Nh\u00ecn chung, c\u00e1c c\u00f4ng ty thi\u1ebft b\u1ecb \u0111i\u1ec7n li\u00ean k\u1ebft ch\u1eb7t ch\u1ebd v\u1edbi UHV v\u00e0 x\u00e2y d\u1ef1ng m\u1ea1ng l\u01b0\u1edbi ph\u00e2n ph\u1ed1i \u0111\u00e3 th\u1ea5y thu nh\u1eadp c\u1ee7a h\u1ecd t\u0103ng tr\u01b0\u1edfng \u0111\u1ec1u \u0111\u1eb7n trong nh\u1eefng n\u0103m g\u1ea7n \u0111\u00e2y.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Trong ba qu\u00fd \u0111\u1ea7u n\u0103m 2025, c\u00e1c c\u00f4ng ty thi\u1ebft b\u1ecb \u0111i\u1ec7n nh\u01b0 TBEA, XD Group, v\u00e0 Baobian Electric ghi nh\u1eadn m\u1ee9c t\u0103ng l\u1ee3i nhu\u1eadn r\u00f2ng h\u00e0ng n\u0103m do c\u00f4ng ty m\u1eb9 c\u1ee7a 28%, 20%, v\u00e0 73%, t\u01b0\u01a1ng \u1ee9ng. Vi\u1ec7n nghi\u00ean c\u1ee9u t\u00e0i ch\u00ednh Jiufang ch\u1ec9 ra r\u1eb1ng, do nhu c\u1ea7u c\u1ea5p thi\u1ebft \u0111\u1ec3 t\u00edch h\u1ee3p c\u00e1c ngu\u1ed3n n\u0103ng l\u01b0\u1ee3ng m\u1edbi, vi\u1ec7c ph\u00ea duy\u1ec7t v\u00e0 b\u1eaft \u0111\u1ea7u c\u00e1c k\u00eanh truy\u1ec1n t\u1ea3i \u0111i\u1ec7n xuy\u00ean t\u1ec9nh v\u00e0 xuy\u00ean khu v\u1ef1c c\u00f3 kh\u1ea3 n\u0103ng nh\u1eadn \u0111\u01b0\u1ee3c s\u1ef1 th\u00fac \u0111\u1ea9y ch\u00ednh s\u00e1ch v\u00e0o \u0111\u1ea7u n\u0103m; l\u00e0 x\u01b0\u01a1ng s\u1ed1ng c\u1ee7a h\u1ec7 th\u1ed1ng \u0111i\u1ec7n m\u1edbi, t\u1ed1c \u0111\u1ed9 ph\u00ea duy\u1ec7t d\u1ef1 \u00e1n cho c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng \u0110i\u1ec7n \u00e1p si\u00eau cao (UHV) d\u1ef1 ki\u1ebfn s\u1ebd t\u0103ng t\u1ed1c \u0111\u00e1ng k.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">H\u01a1n n\u1eefa, m\u1ea1ng l\u01b0\u1edbi ph\u00e2n ph\u1ed1i \u0111\u00f3ng vai tr\u00f2 h\u1ed7 tr\u1ee3 c\u1ed1t l\u00f5i cho n\u0103ng l\u01b0\u1ee3ng m\u1edbi \u0111\u01b0\u1ee3c ph\u00e2n ph\u1ed1i v\u00e0 l\u00e0 y\u1ebfu t\u1ed1 ch\u00ednh trong vi\u1ec7c c\u1ea3i thi\u1ec7n hi\u1ec7u qu\u1ea3 t\u1ef7 l\u1ec7 s\u1eed d\u1ee5ng t\u00e0i s\u1ea3n l\u01b0\u1edbi \u0111i\u1ec7n.\u0110\u1ea7u t\u01b0 v\u00e0o m\u1ea1ng l\u01b0\u1edbi ph\u00e2n ph\u1ed1i c\u00f3 kh\u1ea3 n\u0103ng t\u0103ng t\u1ed1c trong n\u1eeda sau c\u1ee7a giai \u0111o\u1ea1n \u201cK\u1ebf ho\u1ea1ch 5 n\u0103m l\u1ea7n th\u1ee9 15\u201d, v\u1edbi tr\u1ecdng t\u00e2m chi\u1ebfn l\u01b0\u1ee3c \u0111\u01b0\u1ee3c \u0111\u1eb7t v\u00e0o vi\u1ec7c c\u1ee7ng c\u1ed1 c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng l\u01b0\u1edbi \u0111i\u1ec7n n\u00f4ng th\u00f4n ch\u1eb3ng h\u1ea1n nh\u01b0 k\u1ebft n\u1ed1i tr\u1ea1m bi\u1ebfn \u00e1p v\u00e0 m\u1edf r\u1ed9ng c\u00f4ng su\u1ea5t c\u0169ng nh\u01b0 n\u00e2ng c\u1ea5p th\u00f4ng minh c\u00e1c thi\u1ebft b\u1ecb th\u1ee9 c\u1ea5p.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ng\u00e0nh c\u00f4ng nghi\u1ec7p thi\u1ebft b\u1ecb l\u01b0\u1edbi \u0111i\u1ec7n v\u00e0o n\u0103m 2026 \u0111\u1ee9ng \u1edf \u0111i\u1ec3m h\u1ee3p l\u01b0u c\u1ee7a hai xu h\u01b0\u1edbng l\u1edbn: \u0111\u1ea7u t\u01b0 l\u01b0\u1edbi \u0111i\u1ec7n trong n\u01b0\u1edbc theo \u201cK\u1ebf ho\u1ea1ch 5 n\u0103m l\u1ea7n th\u1ee9 15\u201d v\u00e0 s\u1ef1 gia t\u0103ng nhu c\u1ea7u \u0111i\u1ec7n do s\u1ef1 b\u00f9ng n\u1ed5 AI to\u00e0n c\u1ea7u trong cu\u1ed9c c\u00e1ch m\u1ea1ng n\u0103ng l\u01b0\u1ee3ng v\u00e0 s\u1ee9c m\u1ea1nh t\u00ednh to\u00e1n \u0111\u1ecbnh h\u00ecnh t\u01b0\u01a1ng lai c\u1ee7a nh\u00e2n lo\u1ea1i, c\u00e1c doanh nghi\u1ec7p thi\u1ebft b\u1ecb l\u01b0\u1edbi \u0111i\u1ec7n Trung Qu\u1ed1c \u0111\u00e3 chi\u1ebfm v\u1ecb tr\u00ed trung t\u00e2m.<\/p>","protected":false},"excerpt":{"rendered":"<p>During the &#8220;15th Five-Year Plan&#8221; period, annual investment in China&#8217;s power grid is projected to reach approximately 1 trillion yuan. This figure will not only set a historic record but also signifies that grid construction will proceed with unprecedented intensity, directly benefiting companies across the power equipment industry chain. An era of massive, unprecedented investment [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":387,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-386","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/junnengelectric.com\/vi\/wp-json\/wp\/v2\/posts\/386","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/junnengelectric.com\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/junnengelectric.com\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/junnengelectric.com\/vi\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/junnengelectric.com\/vi\/wp-json\/wp\/v2\/comments?post=386"}],"version-history":[{"count":1,"href":"https:\/\/junnengelectric.com\/vi\/wp-json\/wp\/v2\/posts\/386\/revisions"}],"predecessor-version":[{"id":391,"href":"https:\/\/junnengelectric.com\/vi\/wp-json\/wp\/v2\/posts\/386\/revisions\/391"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/junnengelectric.com\/vi\/wp-json\/wp\/v2\/media\/387"}],"wp:attachment":[{"href":"https:\/\/junnengelectric.com\/vi\/wp-json\/wp\/v2\/media?parent=386"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/junnengelectric.com\/vi\/wp-json\/wp\/v2\/categories?post=386"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/junnengelectric.com\/vi\/wp-json\/wp\/v2\/tags?post=386"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}