![\"Xe](\"https:\/\/vcdn1-kinhdoanh.vnecdn.net\/2026\/04\/03\/b1f665b3-4fd9-40f0-8cad-ce4666-2610-7699-1775201045.png?w=680&h=0&q=100&dpr=1&fit=crop&s=vmyzmJ1vjzs_abZ9PiHvvg)
<\/picture><\/div>Xe \u0111i\u1ec7n xu\u1ea5t kh\u1ea9u t\u1ea1i m\u1ed9t c\u1ea3ng \u1edf H\u00e0ng Ch\u00e2u, t\u1ec9nh Chi\u1ebft Giang, mi\u1ec1n \u0111\u00f4ng Trung Qu\u1ed1c, th\u00e1ng 4\/2025. \u1ea2nh: AFP<\/em><\/p>\n<\/figcaption><\/figure>\n V\u1edbi xe \u0111i\u1ec7n, cu\u1ed1i n\u0103m 2020, B\u1eafc Kinh \u0111\u1eb7t m\u1ee5c ti\u00eau th\u1ecb ph\u1ea7n ph\u01b0\u01a1ng ti\u1ec7n n\u00e0y chi\u1ebfm 20% t\u1ed5ng s\u1ed1 xe m\u1edbi v\u00e0o n\u0103m 2025. V\u00e0o n\u0103m ngo\u00e1i, t\u1ef7 l\u1ec7 xe \u0111i\u1ec7n h\u1ecd \u0111\u1ea1t \u0111\u01b0\u1ee3c l\u00e0 kho\u1ea3ng 50%.<\/p>\n Theo c\u00f4ng ty nghi\u00ean c\u1ee9u th\u1ecb tr\u01b0\u1eddng Benchmark Mineral Intelligence (BMI), doanh s\u1ed1 xe \u0111i\u1ec7n Trung Qu\u1ed1c n\u0103m 2025 l\u00e0 12,9 tri\u1ec7u chi\u1ebfc, chi\u1ebfm 62% l\u01b0\u1ee3ng xe to\u00e0n c\u1ea7u. T\u00ednh ri\u00eang d\u00f2ng xe ch\u1edf kh\u00e1ch, h\u01a1n m\u1ed9t n\u1eeda s\u1ed1 xe m\u1edbi b\u00e1n ra l\u00e0 ph\u01b0\u01a1ng ti\u1ec7n ch\u1ea1y b\u1eb1ng n\u0103ng l\u01b0\u1ee3ng m\u1edbi (NEV). T\u1ee9c l\u00e0, ph\u01b0\u01a1ng ti\u1ec7n giao th\u00f4ng tr\u00ean \u0111\u00e0 ph\u1ee5 thu\u1ed9c v\u00e0o pin nhi\u1ec1u h\u01a1n x\u0103ng.<\/p>\n S\u1ef1 b\u00f9ng n\u1ed5 b\u1ea5t ng\u1edd n\u00e0y gi\u00fap m\u1ee9c ti\u00eau th\u1ee5 nhi\u00ean li\u1ec7u c\u1ee7a Trung Qu\u1ed1c tr\u00ean \u0111\u00e0 gi\u1ea3m d\u1ea7n sau nhi\u1ec1u th\u1eadp k\u1ef7 t\u0103ng tr\u01b0\u1edfng ch\u00f3ng m\u1eb7t. Theo \u01b0\u1edbc t\u00ednh c\u1ee7a CREA, s\u1ed1 xe \u0111i\u1ec7n n\u00e0y gi\u00fap h\u1ecd gi\u1ea3m ti\u00eau th\u1ee5 x\u0103ng d\u1ea7u t\u01b0\u01a1ng \u0111\u01b0\u01a1ng l\u01b0\u1ee3ng nh\u1eadp kh\u1ea9u t\u1eeb Arab Saudi.<\/p>\n L\u01b0\u1ee3ng x\u0103ng d\u1ea7u Trung Qu\u1ed1c gi\u1ea3m \u0111\u01b0\u1ee3c nh\u1edd chuy\u1ec3n \u0111\u1ed5i xe \u0111i\u1ec7n theo c\u00e1c \u01b0\u1edbc t\u00ednh. Ngu\u1ed3n: CREA, IEA<\/em><\/p>\n<\/figcaption><\/figure>\n Trong khi \u0111\u00f3, ng\u00e0y c\u00e0ng nhi\u1ec1u h\u00e3ng xe \u0111i\u1ec7n Trung Qu\u1ed1c c\u00f4ng b\u1ed1 c\u00f3 l\u00e3i, thay v\u00ec “\u0111\u1ed1t ti\u1ec1n” v\u00e0 ho\u00e3n chi\u1ebfn l\u01b0\u1ee3c xe \u0111i\u1ec7n nh\u01b0 \u0111\u1ed1i th\u1ee7. T\u00ednh \u0111\u1ebfn cu\u1ed1i th\u00e1ng 3, Leapmotor, Nio, Xpeng \u0111\u00e3 c\u00f4ng b\u1ed1 c\u00f3 l\u1eddi sau nhi\u1ec1u qu\u00fd thua l\u1ed7.<\/p>\n Leapmotor, \u0111\u01b0\u1ee3c Stellantis h\u1eadu thu\u1eabn, \u0111\u1ea1t l\u1ee3i nhu\u1eadn 78 tri\u1ec7u USD v\u00e0o n\u0103m 2025, trong khi n\u0103m ngo\u00e1i l\u1ed7 410 tri\u1ec7u USD. Nio \u0111\u1ea1t l\u1ee3i nhu\u1eadn r\u00f2ng \u0111i\u1ec1u ch\u1ec9nh 104 tri\u1ec7u USD trong qu\u00fd IV. C\u00f9ng qu\u00fd n\u00e0y, Xpeng c\u0169ng \u0111\u1ea1t l\u00e3i r\u00f2ng kho\u1ea3ng 55 tri\u1ec7u USD, trong khi c\u00f9ng k\u1ef3 l\u1ed7 190 tri\u1ec7u USD. H\u1ecd \u0111\u00e3 n\u1ed1i d\u00e0i danh s\u00e1ch h\u00e3ng xe \u0111i\u1ec7n tho\u00e1t l\u1ed7 c\u00f9ng v\u1edbi nh\u1eefng t\u00ean tu\u1ed5i k\u1ef3 c\u1ef1u nh\u01b0 BYD, Xiaomi v\u00e0 Li Auto.<\/p>\n B\u00ean c\u1ea1nh \u0111\u00f3, ngu\u1ed3n \u0111i\u1ec7n s\u1ea1ch cho n\u1ec1n kinh t\u1ebf c\u0169ng \u0111ang tr\u00ean \u0111\u00e0 t\u0103ng nhanh,<\/strong><\/span> v\u01b0\u1ee3t qu\u00e1 m\u1ee5c ti\u00eau B\u1eafc Kinh \u0111\u1eb7t ra. Ngu\u1ed3n \u0111i\u1ec7n c\u1ee7a Trung Qu\u1ed1c ch\u1ee7 y\u1ebfu d\u1ef1a v\u00e0o than v\u00e0 n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o. Trong \u0111\u00f3, t\u1ef7 tr\u1ecdng \u0111i\u1ec7n than gi\u1ea3m m\u1ea1nh. H\u1ea7u h\u1ebft l\u01b0\u1ee3ng \u0111i\u1ec7n ph\u1ee5c v\u1ee5 t\u0103ng tr\u01b0\u1edfng kinh t\u1ebf m\u1ed7i n\u0103m \u0111\u1ec1u c\u00f3 th\u1ec3 b\u00f9 \u0111\u1eafp b\u1eb1ng c\u00f4ng su\u1ea5t m\u1edbi c\u1ee7a \u0111i\u1ec7n gi\u00f3 ho\u1eb7c m\u1eb7t tr\u1eddi, gi\u00fap gi\u1ea3m nh\u1eadp kh\u1ea9u than \u0111\u00e1 v\u00e0 kh\u00ed t\u1ef1 nhi\u00ean h\u00f3a l\u1ecfng (LNG). Theo t\u1ed5 ch\u1ee9c nghi\u00ean c\u1ee9u n\u0103ng l\u01b0\u1ee3ng Ember, ch\u1ec9 ri\u00eang n\u0103m 2024, \u0111i\u1ec7n t\u00e1i t\u1ea1o \u0111\u00e3 cung c\u1ea5p kho\u1ea3ng 80% nhu c\u1ea7u \u0111i\u1ec7n t\u0103ng th\u00eam c\u1ee7a n\u1ec1n kinh t\u1ebf.<\/p>\n C\u01a1 c\u1ea5u ngu\u1ed3n \u0111i\u1ec7n Trung Qu\u1ed1c qua c\u00e1c n\u0103m. Ngu\u1ed3n: Our World in Data, Vi\u1ec7n N\u0103ng l\u01b0\u1ee3ng (Anh), n\u0103m 2025<\/em><\/p>\n<\/figcaption><\/figure>\n B\u00e0 Muyi Yang, nh\u00e0 ph\u00e2n t\u00edch n\u0103ng l\u01b0\u1ee3ng c\u1ea5p cao khu v\u1ef1c ch\u00e2u \u00c1 c\u1ee7a Ember, nh\u1eadn \u0111\u1ecbnh c\u00fa s\u1ed1c n\u0103ng l\u01b0\u1ee3ng t\u1eeb xung \u0111\u1ed9t Iran c\u00f3 th\u1ec3 c\u00e0ng c\u1ee7ng c\u1ed1 h\u01b0\u1edbng \u0111i m\u00e0 Trung Qu\u1ed1c \u0111ang theo \u0111u\u1ed5i. “T\u00ecnh th\u1ebf n\u00e0y b\u1ed9c l\u1ed9 nh\u1eefng r\u1ee7i ro khi ph\u1ee5 thu\u1ed9c qu\u00e1 nhi\u1ec1u v\u00e0o d\u1ea7u kh\u00ed nh\u1eadp kh\u1ea9u. \u0110\u00f3 l\u00e0 l\u00fd do qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i n\u0103ng l\u01b0\u1ee3ng kh\u00f4ng ch\u1ec9 g\u1ed3m ho\u1ea1t \u0111\u1ed9ng x\u00e2y th\u00eam nh\u00e0 m\u00e1y \u0111i\u1ec7n gi\u00f3 v\u00e0 m\u1eb7t tr\u1eddi, m\u00e0 c\u00f2n c\u1ea7n kh\u1eed carbon tr\u00ean to\u00e0n n\u1ec1n kinh t\u1ebf”, b\u00e0 n\u00f3i.<\/p>\n Gi\u1edbi ph\u00e2n t\u00edch t\u1eeb ng\u00e2n h\u00e0ng OCBC nh\u1eadn \u0111\u1ecbnh v\u1ec1 l\u00e2u d\u00e0i, qu\u00e1 tr\u00ecnh \u0111i\u1ec7n kh\u00ed h\u00f3a giao th\u00f4ng v\u00e0 t\u0103ng c\u01b0\u1eddng t\u1ef7 tr\u1ecdng n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o ti\u1ebfp t\u1ee5c gi\u00fap n\u1ec1n kinh t\u1ebf n\u00e0y \u00edt ch\u1ecbu \u1ea3nh h\u01b0\u1edfng h\u01a1n tr\u01b0\u1edbc c\u00e1c c\u00fa s\u1ed1c gi\u00e1 d\u1ea7u.<\/p>\n Th\u1ef1c t\u1ebf, c\u1ea3 ba c\u00f4ng ty d\u1ea7u kh\u00ed l\u1edbn nh\u1ea5t Trung Qu\u1ed1c \u0111\u1ec1u ch\u1ee9ng ki\u1ebfn l\u1ee3i nhu\u1eadn gi\u1ea3m trong n\u0103m 2025, do cu\u1ed9c chuy\u1ec3n \u0111\u1ed5i n\u0103ng l\u01b0\u1ee3ng. Trong \u0111\u00f3, Sinopec – c\u00f4ng ty l\u1ecdc d\u1ea7u c\u00f4ng su\u1ea5t l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi – gi\u1ea3m 36,8% l\u1ee3i nhu\u1eadn so v\u1edbi n\u0103m 2024. N\u0103m ngo\u00e1i, s\u1ea3n l\u01b0\u1ee3ng x\u0103ng v\u00e0 d\u1ea7u diesel c\u1ee7a h\u1ecd gi\u1ea3m l\u1ea7n l\u01b0\u1ee3t 2,4% v\u00e0 9,1%, xu\u1ed1ng c\u00f2n 62,6 tri\u1ec7u t\u1ea5n v\u00e0 52,6 tri\u1ec7u t\u1ea5n.<\/p>\n Ngo\u00e0i ra, r\u1ee7i ro n\u0103ng l\u01b0\u1ee3ng c\u1ee7a Trung Qu\u1ed1c c\u0169ng \u0111\u01b0\u1ee3c gi\u1ea3m thi\u1ec3u nh\u1edd chi\u1ebfn l\u01b0\u1ee3c \u0111a d\u1ea1ng ngu\u1ed3n cung. H\u1ecd mua d\u1ea7u t\u1eeb nhi\u1ec1u nh\u00e0 cung \u1ee9ng, kh\u00f4ng ph\u1ee5 thu\u1ed9c qu\u00e1 20% l\u01b0\u1ee3ng nh\u1eadp kh\u1ea9u v\u00e0o m\u1ed9t qu\u1ed1c gia, kh\u00e1c v\u1edbi nhi\u1ec1u n\u01b0\u1edbc ch\u00e2u \u00c1. V\u00ed d\u1ee5, Nh\u1eadt B\u1ea3n mua g\u1ea7n 80% l\u01b0\u1ee3ng d\u1ea7u t\u1eeb Arab Saudi v\u00e0 UAE. V\u1edbi t\u1ef7 tr\u1ecdng t\u01b0\u01a1ng \u0111\u01b0\u01a1ng, Trung Qu\u1ed1c mua t\u1eeb 8 qu\u1ed1c gia, g\u1ed3m l\u01b0\u1ee3ng l\u1edbn d\u1ea7u t\u1eeb Nga, Venezuela v\u00e0 Iran – nh\u1eefng qu\u1ed1c gia ch\u1ecbu l\u1ec7nh c\u1ea5m v\u1eadn c\u1ee7a M\u1ef9.<\/p>\n C\u01a1 c\u1ea5u th\u1ecb tr\u01b0\u1eddng nh\u1eadp kh\u1ea9u d\u1ea7u th\u00f4 c\u1ee7a c\u00e1c n\u01b0\u1edbc. Ngu\u1ed3n: Trung t\u00e2m Th\u01b0\u01a1ng m\u1ea1i Qu\u1ed1c t\u1ebf<\/em><\/p>\n<\/figcaption><\/figure>\n Th\u00eam v\u00e0o \u0111\u00f3, h\u1ecd d\u1ef1 tr\u1eef l\u01b0\u1ee3ng d\u1ea7u l\u00ean t\u1edbi 1,4 t\u1ef7 th\u00f9ng, nhi\u1ec1u h\u01a1n l\u01b0\u1ee3ng d\u1ef1 tr\u1eef chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a M\u1ef9 v\u1edbi 414 tri\u1ec7u th\u00f9ng d\u1ea7u, theo c\u00f4ng ty nghi\u00ean c\u1ee9u th\u01b0\u01a1ng m\u1ea1i to\u00e0n c\u1ea7u Kpler. Gi\u1edbi ph\u00e2n t\u00edch \u01b0\u1edbc t\u00ednh Trung Qu\u1ed1c c\u00f3 th\u1ec3 duy tr\u00ec trong b\u1ea3y th\u00e1ng n\u1ebfu eo bi\u1ec3n Hormuz ti\u1ebfp t\u1ee5c \u0111\u00f3ng c\u1eeda. \u0110\u1ec3 so s\u00e1nh, H\u00e0n Qu\u1ed1c ph\u1ee5 thu\u1ed9c 70% l\u01b0\u1ee3ng d\u1ea7u qua eo bi\u1ec3n n\u00e0y, v\u1edbi l\u01b0\u1ee3ng d\u1ef1 tr\u1eef kh\u00f4ng \u0111\u1ee7 d\u00f9ng trong hai th\u00e1ng.<\/p>\n H\u1ecd c\u0169ng t\u0103ng c\u01b0\u1eddng x\u00e2y d\u1ef1ng c\u00e1c \u0111\u01b0\u1eddng \u1ed1ng kh\u00ed \u0111\u1ed1t, gi\u1ea3m nh\u1eadp kh\u1ea9u qua \u0111\u01b0\u1eddng bi\u1ec3n. Nh\u1edd v\u1ecb th\u1ebf \u0111\u1ecba l\u00fd, h\u1ecd d\u1ec5 d\u00e0ng nh\u1eadp kh\u1ea9u LNG qua \u0111\u01b0\u1eddng \u1ed1ng t\u1eeb Nga, Myanmar v\u00e0 khu v\u1ef1c Trung \u00c1 – l\u1ee3i th\u1ebf m\u00e0 Nh\u1eadt B\u1ea3n hay H\u00e0n Qu\u1ed1c kh\u00f3 c\u00f3 \u0111\u01b0\u1ee3c.<\/p>\n Nh\u1edd nhi\u1ec1u th\u1eadp k\u1ef7 ho\u1ea1ch \u0111\u1ecbnh ch\u00ednh s\u00e1ch c\u00f9ng s\u1ef1 b\u00f9ng n\u1ed5 c\u1ee7a xe \u0111i\u1ec7n, \u0111i\u1ec7n t\u00e1i t\u1ea1o, Trung Qu\u1ed1c \u0111ang d\u1ea7n t\u00e1ch \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng kh\u1ecfi ngu\u1ed3n cung nhi\u00ean li\u1ec7u h\u00f3a th\u1ea1ch t\u1eeb n\u01b0\u1edbc ngo\u00e0i. Chen Lin, Ph\u00f3 ch\u1ee7 t\u1ecbch c\u00f4ng ty nghi\u00ean c\u1ee9u th\u1ecb tr\u01b0\u1eddng n\u0103ng l\u01b0\u1ee3ng Rystad Energy, d\u1ef1 b\u00e1o nhu c\u1ea7u d\u1ea7u m\u1ecf c\u1ee7a Trung Qu\u1ed1c c\u00f3 kh\u1ea3 n\u0103ng \u0111\u1ea1t \u0111\u1ec9nh trong n\u0103m nay, sau \u0111\u00f3 gi\u1ea3m d\u1ea7n. “T\u00ecnh h\u00ecnh n\u01b0\u1edbc n\u00e0y kh\u00f3 c\u00f3 th\u1ec3 x\u1ea5u \u0111i, d\u00f9 t\u1ef7 tr\u1ecdng nh\u1eadp kh\u1ea9u d\u1ea7u th\u00f4 v\u1eabn cao”, \u00f4ng Chen n\u00f3i.<\/p>\n B\u1ea3o B\u1ea3o<\/strong> (theo Reuters, CarbonBrief, CNBC<\/em>)<\/p>\n <\/span> <\/p>",
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