{"id":4729,"date":"2026-03-17T21:48:47","date_gmt":"2026-03-17T14:48:47","guid":{"rendered":"https:\/\/sunnysolar.vn\/?p=4729"},"modified":"2026-03-17T21:48:47","modified_gmt":"2026-03-17T14:48:47","slug":"toan-canh-nganh-nang-luong-viet-nam-2025-buoc-ngoat-cua-ky-nguyen-kien-tao-va-canh-tranh","status":"publish","type":"post","link":"https:\/\/sunnysolar.vn\/en\/toan-canh-nganh-nang-luong-viet-nam-2025-buoc-ngoat-cua-ky-nguyen-kien-tao-va-canh-tranh\/","title":{"rendered":"To\u00e0n c\u1ea3nh ng\u00e0nh n\u0103ng l\u01b0\u1ee3ng Vi\u1ec7t Nam 2025 &#8211; B\u01b0\u1edbc ngo\u1eb7t c\u1ee7a k\u1ef7 nguy\u00ean ki\u1ebfn t\u1ea1o v\u00e0 c\u1ea1nh tranh"},"content":{"rendered":"<p><strong>1. T\u1ed5ng quan:<\/strong><\/p>\n<p dir=\"ltr\">N\u0103m 2025 kh\u00f4ng ch\u1ec9 \u0111\u01a1n thu\u1ea7n l\u00e0 m\u1ed9t m\u1ed1c th\u1eddi gian trong l\u1ecbch tr\u00ecnh quy ho\u1ea1ch \u0111i\u1ec7n, m\u00e0 \u0111\u00e3 tr\u1edf th\u00e0nh \u201c\u0111i\u1ec3m \u0111\u1ea3o chi\u1ec1u\u201d (inflection point) mang t\u00ednh l\u1ecbch s\u1eed \u0111\u1ed1i v\u1edbi c\u1ea5u tr\u00fac n\u0103ng l\u01b0\u1ee3ng Vi\u1ec7t Nam. D\u1eef li\u1ec7u t\u1ed5ng h\u1ee3p t\u1eeb c\u00e1c di\u1ec5n bi\u1ebfn th\u1ecb tr\u01b0\u1eddng, v\u0103n b\u1ea3n ph\u00e1p quy v\u00e0 b\u00e1o c\u00e1o t\u00e0i ch\u00ednh c\u1ee7a c\u00e1c t\u1eadp \u0111o\u00e0n l\u1edbn cho th\u1ea5y, n\u0103m 2025 l\u00e0 th\u1eddi \u0111i\u1ec3m h\u1ed9i t\u1ee5 c\u1ee7a ba d\u00f2ng ch\u1ea3y chi\u1ebfn l\u01b0\u1ee3c:<\/p>\n<p dir=\"ltr\">&#8211; S\u1ef1 ho\u00e0n thi\u1ec7n v\u1ec1 ki\u1ebfn tr\u00fac th\u01b0\u1ee3ng t\u1ea7ng ph\u00e1p l\u00fd v\u1edbi vi\u1ec7c Lu\u1eadt \u0110i\u1ec7n l\u1ef1c (s\u1eeda \u0111\u1ed5i) ch\u00ednh th\u1ee9c c\u00f3 hi\u1ec7u l\u1ef1c.<\/p>\n<p dir=\"ltr\">&#8211; S\u1ef1 tr\u1ed7i d\u1eady m\u1ea1nh m\u1ebd ch\u01b0a t\u1eebng c\u00f3 c\u1ee7a khu v\u1ef1c t\u01b0 nh\u00e2n v\u1edbi vai tr\u00f2 d\u1eabn d\u1eaft d\u00f2ng v\u1ed1n \u0111\u1ea7u t\u01b0, thay th\u1ebf d\u1ea7n vai tr\u00f2 \u0111\u1ed9c t\u00f4n c\u1ee7a c\u00e1c t\u1eadp \u0111o\u00e0n nh\u00e0 n\u01b0\u1edbc (SOEs).<\/p>\n<p dir=\"ltr\">&#8211; S\u1ef1 chuy\u1ec3n d\u1ecbch th\u1ef1c t\u1ebf t\u1eeb cam k\u1ebft sang h\u00e0nh \u0111\u1ed9ng trong l\u1ed9 tr\u00ecnh Net Zero th\u00f4ng qua c\u00e1c d\u1ef1 \u00e1n h\u1ea1 t\u1ea7ng kh\u00ed &#8211; \u0111i\u1ec7n v\u00e0 th\u1ecb tr\u01b0\u1eddng t\u00edn ch\u1ec9 carbon.<\/p>\n<p dir=\"ltr\"><strong>2. B\u1ed1i c\u1ea3nh v\u0129 m\u00f4 v\u00e0 \u00e1p l\u1ef1c chuy\u1ec3n d\u1ecbch:<\/strong><\/p>\n<p dir=\"ltr\">Tr\u01b0\u1edbc khi \u0111i s\u00e2u v\u00e0o t\u1eebng s\u1ef1 ki\u1ec7n, c\u1ea7n \u0111\u1eb7t ng\u00e0nh n\u0103ng l\u01b0\u1ee3ng n\u0103m 2025 v\u00e0o b\u1ed1i c\u1ea3nh v\u0129 m\u00f4. N\u1ec1n kinh t\u1ebf Vi\u1ec7t Nam trong n\u0103m 2025 ti\u1ebfp t\u1ee5c \u0111\u00e0 ph\u1ee5c h\u1ed3i v\u00e0 t\u0103ng tr\u01b0\u1edfng m\u1ea1nh m\u1ebd, h\u01b0\u1edbng t\u1edbi m\u1ee5c ti\u00eau tr\u1edf th\u00e0nh n\u01b0\u1edbc c\u00f3 thu nh\u1eadp cao v\u00e0o n\u0103m 2045. Nhu c\u1ea7u \u0111i\u1ec7n n\u0103ng d\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng 12-15% m\u1ed7i n\u0103m do s\u1ef1 b\u00f9ng n\u1ed5 c\u1ee7a kinh t\u1ebf s\u1ed1 v\u00e0 tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI), \u0111\u1eb7t ra \u00e1p l\u1ef1c cung \u1ee9ng ch\u01b0a t\u1eebng c\u00f3 l\u00ean h\u1ec7 th\u1ed1ng \u0111i\u1ec7n qu\u1ed1c gia. Trong khi \u0111\u00f3, c\u00e1c ngu\u1ed3n th\u1ee7y \u0111i\u1ec7n l\u1edbn \u0111\u00e3 khai th\u00e1c h\u1ebft, \u0111i\u1ec7n than kh\u00f4ng c\u00f2n d\u01b0 \u0111\u1ecba ph\u00e1t tri\u1ec3n m\u1edbi, bu\u1ed9c h\u1ec7 th\u1ed1ng ph\u1ea3i xoay tr\u1ee5c sang n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o v\u00e0 \u0111i\u1ec7n kh\u00ed; \u0111\u1ed3ng th\u1eddi nh\u1eadp kh\u1ea9u n\u0103ng l\u01b0\u1ee3ng t\u1eeb khu v\u1ef1c. \u0110\u00e2y l\u00e0 n\u1ec1n t\u1ea3ng quan tr\u1ecdng \u0111\u1ec3 l\u00fd gi\u1ea3i t\u00ednh c\u1ea5p thi\u1ebft c\u1ee7a c\u00e1c s\u1ef1 ki\u1ec7n di\u1ec5n ra trong n\u0103m.<\/p>\n<p dir=\"ltr\"><strong>3. Ph\u00e2n t\u00edch chuy\u00ean s\u00e2u 10 s\u1ef1 ki\u1ec7n ti\u00eau bi\u1ec3u ng\u00e0nh n\u0103ng l\u01b0\u1ee3ng 2025:<\/strong><\/p>\n<p dir=\"ltr\"><strong>3.1. S\u1ef1 ki\u1ec7n 1 &#8211; Cu\u1ed9c th\u00fac \u0111\u1ea9y th\u1ec3 ch\u1ebf &#8211; Lu\u1eadt \u0110i\u1ec7n l\u1ef1c (s\u1eeda \u0111\u1ed5i) ch\u00ednh th\u1ee9c c\u00f3 hi\u1ec7u l\u1ef1c (1\/2\/2025):<\/strong><\/p>\n<p dir=\"ltr\">\u0110\u00e2y \u0111\u01b0\u1ee3c \u0111\u00e1nh gi\u00e1 l\u00e0 s\u1ef1 ki\u1ec7n quan tr\u1ecdng nh\u1ea5t, \u0111\u00f3ng vai tr\u00f2 \u201cx\u01b0\u01a1ng s\u1ed1ng\u201d \u0111\u1ecbnh h\u00ecnh l\u1ea1i to\u00e0n b\u1ed9 k\u1ebf ho\u1ea1ch v\u00e0 th\u1ecb tr\u01b0\u1eddng \u0111i\u1ec7n Vi\u1ec7t Nam sau hai th\u1eadp k\u1ef7 v\u1eadn h\u00e0nh theo t\u01b0 duy c\u0169.<\/p>\n<p dir=\"ltr\"><u>Di\u1ec5n bi\u1ebfn v\u00e0 n\u1ed9i dung c\u1ed1t l\u00f5i<\/u>:<\/p>\n<p dir=\"ltr\">Sau khi \u0111\u01b0\u1ee3c Qu\u1ed1c h\u1ed9i kh\u00f3a XV th\u00f4ng qua v\u00e0o ng\u00e0y 30\/11\/2024 v\u1edbi t\u1ef7 l\u1ec7 t\u00e1n th\u00e0nh 91,65% (439\/463 \u0111\u1ea1i bi\u1ec3u), Lu\u1eadt \u0110i\u1ec7n l\u1ef1c (s\u1eeda \u0111\u1ed5i) bao g\u1ed3m 9 Ch\u01b0\u01a1ng v\u00e0 81 \u0110i\u1ec1u \u0111\u00e3 ch\u00ednh th\u1ee9c c\u00f3 hi\u1ec7u l\u1ef1c thi h\u00e0nh t\u1eeb ng\u00e0y 1\/2\/2025. S\u1ef1 ki\u1ec7n n\u00e0y \u0111\u00e1nh d\u1ea5u s\u1ef1 k\u1ebft th\u00fac c\u1ee7a Lu\u1eadt \u0110i\u1ec7n l\u1ef1c 2004 v\u00e0 m\u1edf ra m\u1ed9t ch\u01b0\u01a1ng m\u1edbi v\u1ec1 qu\u1ea3n tr\u1ecb n\u0103ng l\u01b0\u1ee3ng.<\/p>\n<p dir=\"ltr\">\u0110i\u1ec3m \u0111\u1ed9t ph\u00e1 c\u1ee7a Lu\u1eadt n\u1eb1m \u1edf vi\u1ec7c th\u1ec3 ch\u1ebf h\u00f3a \u0111\u1ea7y \u0111\u1ee7 Ngh\u1ecb quy\u1ebft 55-NQ\/TW, t\u1eadp trung v\u00e0o ba tr\u1ee5 c\u1ed9t:<\/p>\n<p dir=\"ltr\"><strong>1. X\u00f3a b\u1ecf \u0111\u1ed9c quy\u1ec1n<\/strong>: Lu\u1eadt h\u00f3a vi\u1ec7c t\u00e1ch b\u1ea1ch gi\u1eefa \u0111\u1ed9c quy\u1ec1n t\u1ef1 nhi\u00ean (truy\u1ec1n t\u1ea3i) v\u00e0 c\u1ea1nh tranh (ph\u00e1t \u0111i\u1ec7n, b\u00e1n l\u1ebb).<\/p>\n<p dir=\"ltr\"><strong>2. C\u01a1 ch\u1ebf gi\u00e1 v\u00e0 h\u1ee3p \u0111\u1ed3ng<\/strong>: L\u1ea7n \u0111\u1ea7u ti\u00ean, kh\u00e1i ni\u1ec7m \u201ch\u1ee3p \u0111\u1ed3ng k\u1ef3 h\u1ea1n \u0111i\u1ec7n\u201d \u0111\u01b0\u1ee3c b\u1ed5 sung v\u00e0 \u00e1p d\u1ee5ng, cho ph\u00e9p c\u00e1c c\u00f4ng c\u1ee5 ph\u00e1i sinh t\u00e0i ch\u00ednh tham gia v\u00e0o th\u1ecb tr\u01b0\u1eddng \u0111i\u1ec7n \u0111\u1ec3 ph\u00f2ng ng\u1eeba r\u1ee7i ro gi\u00e1.<\/p>\n<p dir=\"ltr\"><strong>3. Ph\u00e2n c\u1ea5p m\u1ea1nh m\u1ebd<\/strong>: Lu\u1eadt trao quy\u1ec1n nhi\u1ec1u h\u01a1n cho Ch\u00ednh ph\u1ee7 v\u00e0 c\u00e1c b\u1ed9, ng\u00e0nh trong vi\u1ec7c quy\u1ebft \u0111\u1ecbnh ch\u1ee7 tr\u01b0\u01a1ng \u0111\u1ea7u t\u01b0 c\u00e1c d\u1ef1 \u00e1n \u0111i\u1ec7n kh\u1ea9n c\u1ea5p v\u00e0 x\u1eed l\u00fd c\u00e1c d\u1ef1 \u00e1n ch\u1eadm ti\u1ebfn \u0111\u1ed9, th\u00e1o g\u1ee1 \u0111i\u1ec3m ngh\u1ebdn \u201cquy ho\u1ea1ch treo\u201d \u0111\u00e3 t\u1ed3n t\u1ea1i nhi\u1ec1u n\u0103m.<\/p>\n<p dir=\"ltr\"><u>Ph\u00e2n t\u00edch t\u00e1c \u0111\u1ed9ng v\u00e0 h\u1ec7 qu\u1ea3<\/u>:<\/p>\n<p dir=\"ltr\">&#8211; Ki\u1ebfn t\u1ea1o th\u1ecb tr\u01b0\u1eddng b\u00e1n l\u1ebb: Vi\u1ec7c Lu\u1eadt c\u00f3 hi\u1ec7u l\u1ef1c ngay \u0111\u1ea7u n\u0103m 2025 l\u00e0 ti\u1ec1n \u0111\u1ec1 ph\u00e1p l\u00fd r\u1ea5t quan tr\u1ecdng \u0111\u1ec3 B\u1ed9 C\u00f4ng Th\u01b0\u01a1ng v\u00e0 EVN \u0111\u1ea9y nhanh l\u1ed9 tr\u00ecnh th\u1ecb tr\u01b0\u1eddng b\u00e1n l\u1ebb \u0111i\u1ec7n c\u1ea1nh tranh. N\u1ebfu kh\u00f4ng c\u00f3 khung ph\u00e1p l\u00fd n\u00e0y, c\u00e1c \u0111\u1ec1 xu\u1ea5t tham gia b\u00e1n l\u1ebb c\u1ee7a khu v\u1ef1c t\u01b0 nh\u00e2n (nh\u01b0 VinEnergo) s\u1ebd kh\u00f4ng c\u00f3 c\u01a1 s\u1edf th\u1ef1c hi\u1ec7n.<\/p>\n<p dir=\"ltr\">&#8211; An ninh n\u0103ng l\u01b0\u1ee3ng: B\u1eb1ng vi\u1ec7c cho ph\u00e9p c\u01a1 ch\u1ebf \u0111\u1eb7c th\u00f9 v\u1edbi c\u00e1c d\u1ef1 \u00e1n \u0111i\u1ec7n kh\u1ea9n c\u1ea5p, Lu\u1eadt \u0110i\u1ec7n l\u1ef1c (s\u1eeda \u0111\u1ed5i) gi\u00fap r\u00fat ng\u1eafn th\u1eddi gian chu\u1ea9n b\u1ecb \u0111\u1ea7u t\u01b0 t\u1eeb 2-3 n\u0103m xu\u1ed1ng c\u00f2n d\u01b0\u1edbi 1 n\u0103m \u0111\u1ed1i v\u1edbi c\u00e1c c\u00f4ng tr\u00ecnh tr\u1ecdng \u0111i\u1ec3m, tr\u1ef1c ti\u1ebfp gi\u1ea3i quy\u1ebft nguy c\u01a1 thi\u1ebfu \u0111i\u1ec7n c\u1ee5c b\u1ed9 t\u1ea1i mi\u1ec1n B\u1eafc.<\/p>\n<p dir=\"ltr\"><strong>3.2. S\u1ef1 ki\u1ec7n 2 &#8211; S\u1ef1 tr\u1ed7i d\u1eady c\u1ee7a t\u01b0 nh\u00e2n &#8211; VinEnergo thay \u0111\u1ed5i c\u1ee5c di\u1ec7n \u0111\u1ea7u t\u01b0:<\/strong><\/p>\n<p dir=\"ltr\">N\u0103m 2025 ch\u1ee9ng ki\u1ebfn s\u1ef1 tham gia tr\u1ef1c di\u1ec7n, quy m\u00f4 l\u1edbn c\u1ee7a d\u00f2ng v\u1ed1n t\u01b0 nh\u00e2n v\u00e0o h\u1ea1 t\u1ea7ng n\u0103ng l\u01b0\u1ee3ng, ph\u00e1 v\u1ee1 \u0111\u1ecbnh ki\u1ebfn r\u1eb1ng \u201cch\u1ec9 c\u00f3 doanh nghi\u1ec7p nh\u00e0 n\u01b0\u1edbc m\u1edbi \u0111\u1ee7 s\u1ee9c l\u00e0m c\u00e1c d\u1ef1 \u00e1n ngu\u1ed3n \u0111i\u1ec7n n\u1ec1n\u201d.<\/p>\n<p dir=\"ltr\"><u>Qu\u00e1 tr\u00ecnh h\u00ecnh th\u00e0nh v\u00e0 t\u0103ng v\u1ed1n nhanh<\/u>:<\/p>\n<p dir=\"ltr\">VinEnergo (th\u00e0nh vi\u00ean c\u1ee7a T\u1eadp \u0111o\u00e0n Vingroup) \u0111\u00e3 tr\u1edf th\u00e0nh hi\u1ec7n t\u01b0\u1ee3ng c\u1ee7a n\u0103m 2025. \u0110\u01b0\u1ee3c th\u00e0nh l\u1eadp ch\u00ednh th\u1ee9c v\u00e0o th\u00e1ng 3\/2025 v\u1edbi v\u1ed1n \u0111i\u1ec1u l\u1ec7 ban \u0111\u1ea7u 2.000 t\u1ef7 \u0111\u1ed3ng, C\u00f4ng ty \u0111\u00e3 th\u1ef1c hi\u1ec7n c\u00e1c \u0111\u1ee3t t\u0103ng v\u1ed1n li\u00ean ti\u1ebfp: l\u00ean 10.000 t\u1ef7 \u0111\u1ed3ng v\u00e0o th\u00e1ng 6 v\u00e0 \u0111\u1ea1t m\u1ed1c 28.335 t\u1ef7 \u0111\u1ed3ng v\u00e0o th\u00e1ng 10\/2025. V\u1edbi c\u01a1 c\u1ea5u c\u1ed5 \u0111\u00f4ng t\u1eadp trung, VinEnergo th\u1ec3 hi\u1ec7n kh\u1ea3 n\u0103ng ra quy\u1ebft \u0111\u1ecbnh c\u1ef1c nhanh v\u00e0 ti\u1ec1m l\u1ef1c t\u00e0i ch\u00ednh d\u1ed3i d\u00e0o.<\/p>\n<p dir=\"ltr\"><u>Danh m\u1ee5c d\u1ef1 \u00e1n t\u1ef7 \u0111\u00f4<\/u>:<\/p>\n<p dir=\"ltr\">Kh\u00f4ng d\u1eebng l\u1ea1i \u1edf m\u1ee9c \u0111\u1ed9 c\u00f4ng ty \u0111\u1ea7u t\u01b0 t\u00e0i ch\u00ednh, VinEnergo \u0111\u00e3 tr\u1ef1c ti\u1ebfp tri\u1ec3n khai c\u00e1c si\u00eau d\u1ef1 \u00e1n:<\/p>\n<p dir=\"ltr\">&#8211; Nh\u00e0 m\u00e1y Nhi\u1ec7t \u0111i\u1ec7n LNG H\u1ea3i Ph\u00f2ng: Kh\u1edfi c\u00f4ng ng\u00e0y 26\/9\/2025 v\u1edbi t\u1ed5ng m\u1ee9c \u0111\u1ea7u t\u01b0 h\u01a1n 178.000 t\u1ef7 \u0111\u1ed3ng, quy m\u00f4 4.800 MW. \u0110\u00e2y l\u00e0 m\u1ed9t trong nh\u1eefng d\u1ef1 \u00e1n IPP (nh\u00e0 m\u00e1y \u0111i\u1ec7n \u0111\u1ed9c l\u1eadp) l\u1edbn nh\u1ea5t l\u1ecbch s\u1eed ng\u00e0nh \u0111i\u1ec7n Vi\u1ec7t Nam.<\/p>\n<p dir=\"ltr\">&#8211; T\u1ed5ng c\u00f4ng su\u1ea5t m\u1ee5c ti\u00eau: VinEnergo \u0111ang tri\u1ec3n khai danh m\u1ee5c d\u1ef1 \u00e1n v\u1edbi t\u1ed5ng c\u00f4ng su\u1ea5t l\u00ean \u0111\u1ebfn 5.700 MW, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng t\u1ed5ng c\u00f4ng su\u1ea5t c\u1ee7a c\u1ea3 ba nh\u00e0 m\u00e1y th\u1ee7y \u0111i\u1ec7n l\u1edbn nh\u1ea5t (S\u01a1n La, H\u00f2a B\u00ecnh, Lai Ch\u00e2u) c\u1ed9ng l\u1ea1i.<\/p>\n<p dir=\"ltr\"><strong>B\u00ecnh lu\u1eadn v\u1ec1 m\u00f4 h\u00ecnh \u201cGentailer &#8211; v\u1eeba ph\u00e1t \u0111i\u1ec7n v\u1eeba b\u00e1n l\u1ebb\u201d m\u1edbi:<\/strong><\/p>\n<p dir=\"ltr\">S\u1ef1 xu\u1ea5t hi\u1ec7n c\u1ee7a VinEnergo kh\u00f4ng ch\u1ec9 b\u1ed5 sung ngu\u1ed3n cung m\u00e0 c\u00f2n t\u1ea1o ra \u00e1p l\u1ef1c c\u1ea1nh tranh l\u00ean EVN. VinEnergo \u0111ang \u0111\u1ecbnh h\u00ecnh m\u00ecnh theo m\u00f4 h\u00ecnh \u201cGentailer\u201d (Generator + Retailer &#8211; V\u1eeba ph\u00e1t \u0111i\u1ec7n v\u1eeba b\u00e1n l\u1ebb), khi \u0111\u1ec1 xu\u1ea5t \u0111\u01b0\u1ee3c b\u00e1n l\u1ebb \u0111i\u1ec7n tr\u1ef1c ti\u1ebfp cho c\u00e1c khu \u0111\u00f4 th\u1ecb v\u00e0 khu c\u00f4ng nghi\u1ec7p, th\u00e1ch th\u1ee9c m\u00f4 h\u00ecnh mua b\u00e1n \u0111i\u1ec7n duy nh\u1ea5t qua EVN hi\u1ec7n nay.<\/p>\n<p dir=\"ltr\"><strong>3.3. S\u1ef1 ki\u1ec7n 3 &#8211; Hi\u1ec7n th\u1ef1c h\u00f3a C\u01a1 ch\u1ebf mua b\u00e1n \u0111i\u1ec7n tr\u1ef1c ti\u1ebfp (DPPA):<\/strong><\/p>\n<p dir=\"ltr\"><u>B\u1ed1i c\u1ea3nh ph\u00e1p l\u00fd v\u00e0 th\u1ef1c thi<\/u>:<\/p>\n<p dir=\"ltr\">N\u0103m 2025, Ngh\u1ecb \u0111\u1ecbnh quy \u0111\u1ecbnh v\u1ec1 c\u01a1 ch\u1ebf mua b\u00e1n \u0111i\u1ec7n tr\u1ef1c ti\u1ebfp (DPPA) &#8211; th\u01b0\u1eddng \u0111\u01b0\u1ee3c vi\u1ec7n d\u1eabn l\u00e0 Ngh\u1ecb \u0111\u1ecbnh 57\/2025\/N\u0110-CP, ho\u1eb7c Ngh\u1ecb \u0111\u1ecbnh 80\/2024 \u0111\u01b0\u1ee3c tri\u1ec3n khai to\u00e0n di\u1ec7n \u0111\u00e3 \u0111i v\u00e0o cu\u1ed9c s\u1ed1ng. Ngh\u1ecb \u0111\u1ecbnh n\u00e0y cho ph\u00e9p hai m\u00f4 h\u00ecnh mua b\u00e1n qua \u0111\u01b0\u1eddng d\u00e2y ri\u00eang (kh\u00f4ng gi\u1edbi h\u1ea1n c\u00f4ng su\u1ea5t, kh\u00f4ng qua EVN) v\u00e0 mua b\u00e1n qua l\u01b0\u1edbi qu\u1ed1c gia.<\/p>\n<p dir=\"ltr\"><u>Th\u01b0\u01a1ng v\u1ee5 \u0111i\u1ec3n h\u00ecnh &#8211; Li\u00ean minh xanh<\/u>:<\/p>\n<p dir=\"ltr\">Ng\u00e0y 25\/12\/2025, m\u1ed9t li\u00ean minh g\u1ed3m 4 \u0111\u01a1n v\u1ecb c\u1ee7a Vingroup (VinEnergo, VinFast, V-Green, Xanh SM) \u0111\u00e3 k\u00fd k\u1ebft h\u1ee3p t\u00e1c chi\u1ebfn l\u01b0\u1ee3c v\u1edbi T\u1ed5ng c\u00f4ng ty IDICO. Theo \u0111\u00f3:<\/p>\n<p dir=\"ltr\">&#8211; Cung c\u1ea5p \u0111i\u1ec7n: VinEnergo cung c\u1ea5p \u0111i\u1ec7n t\u00e1i t\u1ea1o cho c\u00e1c KCN c\u1ee7a IDICO qua c\u01a1 ch\u1ebf DPPA, k\u1ebft h\u1ee3p h\u1ec7 th\u1ed1ng l\u01b0u tr\u1eef n\u0103ng l\u01b0\u1ee3ng (BESS) \u0111\u1ec3 \u1ed5n \u0111\u1ecbnh ngu\u1ed3n.<\/p>\n<p dir=\"ltr\">&#8211; H\u1ec7 sinh th\u00e1i: K\u1ebft h\u1ee3p v\u1edbi tr\u1ea1m s\u1ea1c V-Green v\u00e0 xe \u0111i\u1ec7n VinFast, t\u1ea1o n\u00ean c\u00e1c \u201cKhu c\u00f4ng nghi\u1ec7p Xanh\u201d (Green Industrial Zones) kh\u00e9p k\u00edn.<\/p>\n<p dir=\"ltr\"><u>T\u00e1c \u0111\u1ed9ng chi\u1ebfn l\u01b0\u1ee3c<\/u>:<\/p>\n<p dir=\"ltr\">S\u1ef1 ki\u1ec7n n\u00e0y gi\u1ea3i quy\u1ebft b\u00e0i to\u00e1n s\u1ed1ng c\u00f2n cho c\u00e1c doanh nghi\u1ec7p FDI trong c\u00e1c khu c\u00f4ng nghi\u1ec7p c\u1ee7a IDICO: Nhu c\u1ea7u s\u1eed d\u1ee5ng n\u0103ng l\u01b0\u1ee3ng s\u1ea1ch \u0111\u1ec3 \u0111\u00e1p \u1ee9ng ti\u00eau chu\u1ea9n xanh to\u00e0n c\u1ea7u (nh\u01b0 CBAM c\u1ee7a ch\u00e2u \u00c2u). Ch\u1ee9ng minh r\u1eb1ng: DPPA kh\u00f4ng c\u00f2n l\u00e0 l\u00fd thuy\u1ebft, m\u00e0 \u0111\u00e3 tr\u1edf th\u00e0nh c\u00f4ng c\u1ee5 th\u01b0\u01a1ng m\u1ea1i hi\u1ec7u qu\u1ea3, gi\u00fap Vi\u1ec7t Nam gi\u1eef ch\u00e2n d\u00f2ng v\u1ed1n FDI ch\u1ea5t l\u01b0\u1ee3ng cao trong b\u1ed1i c\u1ea3nh c\u1ea1nh tranh gay g\u1eaft.<\/p>\n<p dir=\"ltr\"><strong>3.4. S\u1ef1 ki\u1ec7n 4 &#8211; T\u00e1i \u0111\u1ecbnh v\u1ecb th\u01b0\u01a1ng hi\u1ec7u Qu\u1ed1c gia &#8211; PVN tr\u1edf th\u00e0nh T\u1eadp \u0111o\u00e0n C\u00f4ng nghi\u1ec7p N\u0103ng l\u01b0\u1ee3ng Qu\u1ed1c gia Vi\u1ec7t Nam:<\/strong><\/p>\n<p dir=\"ltr\"><u>S\u1ef1 ki\u1ec7n \u0111\u1ed5i t\u00ean l\u1ecbch s\u1eed<\/u>:<\/p>\n<p dir=\"ltr\">Ng\u00e0y 9\/4\/2025, Th\u1ee7 t\u01b0\u1edbng Ch\u00ednh ph\u1ee7 ban h\u00e0nh Quy\u1ebft \u0111\u1ecbnh s\u1ed1 733\/Q\u0110-TTg, ch\u00ednh th\u1ee9c \u0111\u1ed5i t\u00ean T\u1eadp \u0111o\u00e0n D\u1ea7u kh\u00ed Vi\u1ec7t Nam (PVN) th\u00e0nh T\u1eadp \u0111o\u00e0n C\u00f4ng nghi\u1ec7p &#8211; N\u0103ng l\u01b0\u1ee3ng Qu\u1ed1c gia Vi\u1ec7t Nam (Vietnam National Industry &#8211; Energy Group).<\/p>\n<p dir=\"ltr\"><u>T\u1eeb \u201cD\u1ea7u kh\u00ed\u201d, \u0111\u1ebfn \u201cN\u0103ng l\u01b0\u1ee3ng<\/u>\u201d:<\/p>\n<p dir=\"ltr\">S\u1ef1 thay \u0111\u1ed5i t\u00ean n\u00e0y ph\u1ea3n \u00e1nh m\u1ed9t cu\u1ed9c t\u00e1i c\u1ea5u tr\u00fac tri\u1ec7t \u0111\u1ec3 t\u1eeb b\u00ean trong:<\/p>\n<p dir=\"ltr\">&#8211; M\u1edf r\u1ed9ng l\u0129nh v\u1ef1c: T\u1eadp \u0111o\u00e0n kh\u00f4ng c\u00f2n gi\u1edbi h\u1ea1n \u1edf th\u0103m d\u00f2, khai th\u00e1c d\u1ea7u kh\u00ed (E&amp;P) m\u00e0 m\u1edf r\u1ed9ng sang \u0111i\u1ec7n gi\u00f3 ngo\u00e0i kh\u01a1i, n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o v\u00e0 chu\u1ed7i gi\u00e1 tr\u1ecb kh\u00ed &#8211; \u0111i\u1ec7n &#8211; d\u1ecbch v\u1ee5 k\u1ef9 thu\u1eadt.<\/p>\n<p dir=\"ltr\">&#8211; \u201cS\u1ee9c kh\u1ecfe\u201d t\u00e0i ch\u00ednh: N\u0103m 2025, T\u1eadp \u0111o\u00e0n ghi nh\u1eadn doanh thu k\u1ef7 l\u1ee5c 1,1 tri\u1ec7u t\u1ef7 \u0111\u1ed3ng (t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 9-10% GDP c\u1ea3 n\u01b0\u1edbc), l\u1ee3i nhu\u1eadn v\u00e0 n\u1ed9p ng\u00e2n s\u00e1ch v\u01b0\u1ee3t xa k\u1ebf ho\u1ea1ch. Ngu\u1ed3n l\u1ef1c t\u00e0i ch\u00ednh kh\u1ed5ng l\u1ed3 n\u00e0y l\u00e0 b\u1ec7 ph\u00f3ng \u0111\u1ec3 T\u1eadp \u0111o\u00e0n th\u1ef1c hi\u1ec7n vai tr\u00f2 d\u1eabn d\u1eaft trong c\u00e1c d\u1ef1 \u00e1n n\u0103ng l\u01b0\u1ee3ng xanh v\u1ed1n \u0111\u00f2i h\u1ecfi v\u1ed1n l\u1edbn v\u00e0 r\u1ee7i ro cao.<\/p>\n<p dir=\"ltr\"><u>\u00dd ngh\u0129a<\/u>:<\/p>\n<p dir=\"ltr\">\u0110\u00e2y l\u00e0 b\u01b0\u1edbc chuy\u1ec3n m\u00ecnh t\u1eeb m\u1ed9t doanh nghi\u1ec7p khai th\u00e1c t\u00e0i nguy\u00ean sang m\u1ed9t t\u1eadp \u0111o\u00e0n c\u00f4ng nghi\u1ec7p c\u00f4ng ngh\u1ec7 cao. V\u1edbi t\u00ean g\u1ecdi m\u1edbi, Petrovietnam kh\u1eb3ng \u0111\u1ecbnh vai tr\u00f2 tr\u1ee5 c\u1ed9t, kh\u00f4ng ch\u1ec9 \u0111\u1ea3m b\u1ea3o an ninh n\u0103ng l\u01b0\u1ee3ng, m\u00e0 c\u00f2n l\u00e0 \u0111\u1ea7u t\u00e0u ph\u00e1t tri\u1ec3n ng\u00e0nh c\u01a1 kh\u00ed ch\u1ebf t\u1ea1o, n\u1ed9i \u0111\u1ecba h\u00f3a thi\u1ebft b\u1ecb n\u0103ng l\u01b0\u1ee3ng cho Vi\u1ec7t Nam.<\/p>\n<p dir=\"ltr\"><strong>3.5. S\u1ef1 ki\u1ec7n 5 &#8211; K\u1ef7 nguy\u00ean LNG b\u1eaft \u0111\u1ea7u &#8211; V\u1eadn h\u00e0nh th\u01b0\u01a1ng m\u1ea1i c\u1ee5m Nh\u00e0 m\u00e1y \u0111i\u1ec7n LNG Nh\u01a1n Tr\u1ea1ch 3 v\u00e0 4:<\/strong><\/p>\n<p dir=\"ltr\">Sau nhi\u1ec1u n\u1ed7 l\u1ef1c th\u00e1o g\u1ee1 v\u01b0\u1edbng m\u1eafc v\u1ec1 c\u01a1 ch\u1ebf bao ti\u00eau kh\u00ed v\u00e0 gi\u00e1 \u0111i\u1ec7n, C\u1ee5m d\u1ef1 \u00e1n \u0111i\u1ec7n LNG Nh\u01a1n Tr\u1ea1ch 3 v\u00e0 4 (ch\u1ee7 \u0111\u1ea7u t\u01b0 PV Power) \u0111\u00e3 ho\u00e0n th\u00e0nh x\u00e2y d\u1ef1ng v\u00e0 ph\u00e1t \u0111i\u1ec7n th\u01b0\u01a1ng m\u1ea1i l\u1ea7n l\u01b0\u1ee3t v\u00e0o th\u00e1ng 10 v\u00e0 th\u00e1ng 12\/2025. \u0110\u1ed3ng th\u1eddi, c\u00e1c th\u1ee7 t\u1ee5c \u0111\u1ec3 tham gia th\u1ecb tr\u01b0\u1eddng \u0111i\u1ec7n ch\u00ednh th\u1ee9c \u0111\u01b0\u1ee3c ho\u00e0n t\u1ea5t \u0111\u1ec3 v\u1eadn h\u00e0nh t\u1eeb \u0111\u1ea7u n\u0103m 2026.<\/p>\n<p dir=\"ltr\"><u>C\u00f4ng ngh\u1ec7 v\u00e0 t\u00e0i ch\u00edn<\/u>h:<\/p>\n<p dir=\"ltr\">&#8211; Quy m\u00f4: T\u1ed5ng c\u00f4ng su\u1ea5t 1.624 MW, t\u1ed5ng m\u1ee9c \u0111\u1ea7u t\u01b0 1,4 t\u1ef7 USD. \u0110\u00e2y l\u00e0 d\u1ef1 \u00e1n \u0111i\u1ec7n kh\u00ed s\u1eed d\u1ee5ng LNG nh\u1eadp kh\u1ea9u \u0111\u1ea7u ti\u00ean t\u1ea1i Vi\u1ec7t Nam.<\/p>\n<p dir=\"ltr\">&#8211; T\u00e0i ch\u00ednh: \u0110i\u1ec3m \u0111\u1eb7c bi\u1ec7t l\u00e0 d\u1ef1 \u00e1n n\u00e0y thu x\u1ebfp v\u1ed1n qu\u1ed1c t\u1ebf h\u01a1n 1 t\u1ef7 USD m\u00e0 kh\u00f4ng c\u1ea7n b\u1ea3o l\u00e3nh Ch\u00ednh ph\u1ee7. \u0110i\u1ec1u n\u00e0y t\u1ea1o ti\u1ec1n l\u1ec7 quan tr\u1ecdng, ch\u1ee9ng minh n\u0103ng l\u1ef1c t\u00edn d\u1ee5ng c\u1ee7a doanh nghi\u1ec7p n\u0103ng l\u01b0\u1ee3ng Vi\u1ec7t Nam tr\u00ean th\u1ecb tr\u01b0\u1eddng v\u1ed1n qu\u1ed1c t\u1ebf.<\/p>\n<p dir=\"ltr\"><u>Vai tr\u00f2 h\u1ec7 th\u1ed1ng<\/u>:<\/p>\n<p dir=\"ltr\">Trong b\u1ed1i c\u1ea3nh th\u1ee7y \u0111i\u1ec7n ph\u00eda Nam h\u1ea1n ch\u1ebf v\u00e0 \u0111i\u1ec7n m\u1eb7t tr\u1eddi kh\u00f4ng \u1ed5n \u0111\u1ecbnh, Nh\u01a1n Tr\u1ea1ch 3 v\u00e0 4 \u0111\u00f3ng vai tr\u00f2 ngu\u1ed3n \u0111i\u1ec7n ch\u1ea1y n\u1ec1n (baseload) quan tr\u1ecdng nh\u1ea5t cho v\u00f9ng kinh t\u1ebf tr\u1ecdng \u0111i\u1ec3m ph\u00eda Nam (TP.HCM, \u0110\u1ed3ng Nai, B\u00e0 R\u1ecba &#8211; V\u0169ng T\u00e0u). S\u1ef1 v\u1eadn h\u00e0nh c\u1ee7a nh\u00e0 m\u00e1y c\u0169ng k\u00edch ho\u1ea1t ho\u1ea1t \u0111\u1ed9ng c\u1ee7a Kho c\u1ea3ng LNG Th\u1ecb V\u1ea3i, ho\u00e0n thi\u1ec7n chu\u1ed7i gi\u00e1 tr\u1ecb kh\u00ed &#8211; \u0111i\u1ec7n \u0111\u1ea7u ti\u00ean.<\/p>\n<p dir=\"ltr\"><strong>3.6. S\u1ef1 ki\u1ec7n 6 &#8211; Kh\u1edfi c\u00f4ng d\u1ef1 \u00e1n Nh\u00e0 m\u00e1y \u0111i\u1ec7n \u00d4 M\u00f4n 4 v\u00e0 kh\u01a1i th\u00f4ng kh\u00ed L\u00f4 B:<\/strong><\/p>\n<p dir=\"ltr\"><u>Ch\u1ea5m d\u1ee9t th\u1eadp k\u1ef7 ch\u1edd \u0111\u1ee3i<\/u>:<\/p>\n<p dir=\"ltr\">Chu\u1ed7i d\u1ef1 \u00e1n kh\u00ed, \u0111i\u1ec7n L\u00f4 B &#8211; \u00d4 M\u00f4n, v\u1edbi t\u1ed5ng v\u1ed1n \u0111\u1ea7u t\u01b0 h\u01a1n 12 t\u1ef7 USD, \u0111\u00e3 b\u1ecb \u0111\u00ecnh tr\u1ec7 g\u1ea7n 20 n\u0103m. N\u0103m 2025 \u0111\u00e1nh d\u1ea5u s\u1ef1 b\u1ee9t ph\u00e1 khi c\u00e1c n\u00fat th\u1eaft cu\u1ed1i c\u00f9ng \u0111\u01b0\u1ee3c th\u00e1o g\u1ee1.<\/p>\n<p dir=\"ltr\">T\u1eadp \u0111o\u00e0n Mitsui (Nh\u1eadt B\u1ea3n) v\u00e0 c\u00e1c \u0111\u1ed1i t\u00e1c \u0111\u00e3 c\u00f4ng b\u1ed1 Quy\u1ebft \u0111\u1ecbnh \u0111\u1ea7u t\u01b0 cu\u1ed1i c\u00f9ng (FID) v\u00e0 \u0111\u1ea9y m\u1ea1nh tri\u1ec3n khai trong n\u0103m 2025.<\/p>\n<p dir=\"ltr\">H\u1ea1 ngu\u1ed3n: Ng\u00e0y 19\/08\/2025, Nh\u00e0 m\u00e1y Nhi\u1ec7t \u0111i\u1ec7n \u00d4 M\u00f4n 4 (c\u00f4ng su\u1ea5t 1.050 MW) ch\u00ednh th\u1ee9c \u0111\u01b0\u1ee3c kh\u1edfi c\u00f4ng t\u1ea1i C\u1ea7n Th\u01a1.<\/p>\n<p dir=\"ltr\"><u>T\u00e1c \u0111\u1ed9ng kinh t\u1ebf, x\u00e3 h\u1ed9i v\u00f9ng \u0110\u1ed3ng b\u1eb1ng s\u00f4ng C\u1eedu Long<\/u>:<\/p>\n<p dir=\"ltr\">S\u1ef1 ki\u1ec7n n\u00e0y kh\u00f4ng ch\u1ec9 mang \u00fd ngh\u0129a n\u0103ng l\u01b0\u1ee3ng, m\u00e0 c\u00f2n l\u00e0 \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng kinh t\u1ebf cho to\u00e0n v\u00f9ng \u0110\u1ed3ng b\u1eb1ng s\u00f4ng C\u1eedu Long. Vi\u1ec7c kh\u01a1i th\u00f4ng d\u00f2ng kh\u00ed L\u00f4 B s\u1ebd cung c\u1ea5p nhi\u00ean li\u1ec7u \u1ed5n \u0111\u1ecbnh cho c\u1ee5m nh\u00e0 m\u00e1y \u0111i\u1ec7n \u00d4 M\u00f4n (1, 2, 3, 4), gi\u1ea3m s\u1ef1 ph\u1ee5 thu\u1ed9c v\u00e0o d\u1ea7u FO \u0111\u1eaft \u0111\u1ecf v\u00e0 gi\u1ea3m ph\u00e1t th\u1ea3i kh\u00ed nh\u00e0 k\u00ednh. \u0110\u1ed3ng th\u1eddi, ngu\u1ed3n kh\u00ed n\u00e0y c\u0169ng m\u1edf ra c\u01a1 h\u1ed9i ph\u00e1t tri\u1ec3n c\u00f4ng nghi\u1ec7p h\u00f3a ch\u1ea5t, ph\u00e2n b\u00f3n t\u1ea1i khu v\u1ef1c T\u00e2y Nam b\u1ed9.<\/p>\n<p><strong>3.7. S\u1ef1 ki\u1ec7n 7: Nh\u1eadp kh\u1ea9u \u0111i\u1ec7n gi\u00f3 t\u1eeb L\u00e0o v\u1ec1 Vi\u1ec7t Nam v\u00e0 k\u1ebft n\u1ed1i l\u01b0\u1edbi \u0111i\u1ec7n khu v\u1ef1c:<\/strong><\/p>\n<p><u>C\u1ed9t m\u1ed1c h\u00f2a l\u01b0\u1edbi<\/u>:<\/p>\n<p>Th\u00e1ng 1\/2025, d\u1ef1 \u00e1n \u0111\u01b0\u1eddng d\u00e2y 500 kV Monsoon &#8211; Th\u1ea1nh M\u1ef9 (\u0111o\u1ea1n tr\u00ean l\u00e3nh th\u1ed5 Vi\u1ec7t Nam) \u0111\u00e3 ch\u00ednh th\u1ee9c \u0111\u00f3ng \u0111i\u1ec7n th\u00e0nh c\u00f4ng. \u0110\u00e2y l\u00e0 h\u1ea1 t\u1ea7ng truy\u1ec1n t\u1ea3i quan tr\u1ecdng \u0111\u1ec3 nh\u1eadp kh\u1ea9u \u0111i\u1ec7n t\u1eeb trang tr\u1ea1i \u0111i\u1ec7n gi\u00f3 Monsoon (L\u00e0o) &#8211; d\u1ef1 \u00e1n \u0111i\u1ec7n gi\u00f3 l\u1edbn nh\u1ea5t \u0110\u00f4ng Nam \u00c1 v\u1edbi c\u00f4ng su\u1ea5t 600 MW v\u1ec1 Vi\u1ec7t Nam.<\/p>\n<p>C\u00f9ng v\u1edbi \u0111\u00f3, ng\u00e0y 26\/12, 300 MW t\u1eeb Nh\u00e0 m\u00e1y \u0111i\u1ec7n gi\u00f3 Savan 1 &#8211; d\u1ef1 \u00e1n n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o do T&amp;T Group \u0111\u1ea7u t\u01b0 v\u00e0 ph\u00e1t tri\u1ec3n t\u1ea1i L\u00e0o \u0111\u00e3 ch\u00ednh th\u1ee9c v\u1eadn h\u00e0nh th\u01b0\u01a1ng m\u1ea1i, \u0111\u01b0a d\u00f2ng \u0111i\u1ec7n s\u1ea1ch v\u1ec1 Vi\u1ec7t Nam. Tr\u01b0\u1edbc \u0111\u00f3, T&amp;T Group \u0111\u00e3 ho\u00e0n th\u00e0nh x\u00e2y d\u1ef1ng tuy\u1ebfn \u0111\u01b0\u1eddng truy\u1ec1n t\u1ea3i 220 kV (m\u1ea1ch k\u00e9p) d\u00e0i h\u01a1n 50 km t\u1eeb Nh\u00e0 m\u00e1y v\u1ec1 c\u1ed9t ch\u1edd ph\u00eda Vi\u1ec7t Nam.<\/p>\n<p>V\u1edbi d\u1ef1 \u00e1n \u0111i\u1ec7n gi\u00f3 Savan 1 kh\u00f4ng ch\u1ec9 l\u00e0 d\u1ea5u m\u1ed1c c\u1ee7a ch\u1ee7 \u0111\u1ea7u t\u01b0 (T&amp;T Group), m\u00e0 c\u00f2n kh\u1eb3ng \u0111\u1ecbnh n\u0103ng l\u1ef1c tri\u1ec3n khai, t\u1ed5 ch\u1ee9c thi c\u00f4ng v\u00e0 qu\u1ea3n l\u00fd t\u1ed5ng th\u1ec3 c\u1ee7a Li\u00ean danh nh\u00e0 th\u1ea7u c\u1ee7a Vi\u1ec7t Nam do C\u00f4ng ty C\u1ed5 ph\u1ea7n X\u00e2y d\u1ef1ng C\u00f4ng tr\u00ecnh IPC (IPC E&amp;C) \u0111\u1ee9ng \u0111\u1ea7u, tr\u1ef1c ti\u1ebfp thi c\u00f4ng.<\/p>\n<p><u>B\u1ed5 sung ngu\u1ed3n cung m\u00f9a kh\u00f4<\/u>:<\/p>\n<p>C\u00e1c d\u1ef1 \u00e1n \u0111i\u1ec7n gi\u00f3 \u1edf L\u00e0o (Monsoon v\u00e0 Savan 1) c\u00f3 \u0111\u1eb7c t\u00ednh gi\u00f3 b\u1ed5 tr\u1ee3 r\u1ea5t t\u1ed1t cho th\u1ee7y v\u0103n Vi\u1ec7t Nam: Gi\u00f3 \u1edf L\u00e0o m\u1ea1nh nh\u1ea5t v\u00e0o m\u00f9a kh\u00f4, \u0111\u00fang th\u1eddi \u0111i\u1ec3m c\u00e1c h\u1ed3 th\u1ee7y \u0111i\u1ec7n Vi\u1ec7t Nam c\u1ea1n n\u01b0\u1edbc. Vi\u1ec7c \u0111\u00f3ng \u0111i\u1ec7n c\u00e1c \u0111\u01b0\u1eddng d\u00e2y n\u00e0y gi\u00fap b\u1ed5 sung kho\u1ea3ng 2,5 t\u1ef7 kWh\/n\u0103m cho h\u1ec7 th\u1ed1ng \u0111i\u1ec7n, tr\u1ef1c ti\u1ebfp gi\u1ea3m \u00e1p l\u1ef1c thi\u1ebfu \u0111i\u1ec7n cho mi\u1ec1n Trung v\u00e0 mi\u1ec1n Nam trong cao \u0111i\u1ec3m m\u00f9a kh\u00f4.<\/p>\n<p><u>T\u1ea7m nh\u00ecn ASEAN Power Grid<\/u>:<\/p>\n<p>S\u1ef1 ki\u1ec7n n\u00e0y l\u00e0 minh ch\u1ee9ng c\u1ee5 th\u1ec3 nh\u1ea5t cho cam k\u1ebft c\u1ee7a Vi\u1ec7t Nam trong vi\u1ec7c x\u00e2y d\u1ef1ng L\u01b0\u1edbi \u0111i\u1ec7n ASEAN (APG). Chuy\u1ec3n quan h\u1ec7 h\u1ee3p t\u00e1c n\u0103ng l\u01b0\u1ee3ng Vi\u1ec7t &#8211; L\u00e0o t\u1eeb vi\u1ec7c ch\u1ec9 nh\u1eadp kh\u1ea9u th\u1ee7y \u0111i\u1ec7n truy\u1ec1n th\u1ed1ng sang nh\u1eadp kh\u1ea9u n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o, m\u1edf ra m\u00f4 h\u00ecnh h\u1ee3p t\u00e1c xanh xuy\u00ean bi\u00ean gi\u1edbi.<\/p>\n<p dir=\"ltr\"><strong>3.8. S\u1ef1 ki\u1ec7n 8 &#8211; \u0110i\u1ec1u ch\u1ec9nh gi\u00e1 \u0111i\u1ec7n v\u00e0 b\u00e0i to\u00e1n c\u00e2n b\u1eb1ng t\u00e0i ch\u00ednh c\u1ee7a EVN:<\/strong><\/p>\n<p dir=\"ltr\"><u>\u0110\u1ee3t t\u0103ng gi\u00e1 ng\u00e0y 10\/5\/2025<\/u>:<\/p>\n<p dir=\"ltr\">Ng\u00e0y 10\/5\/2025, T\u1eadp \u0111o\u00e0n \u0110i\u1ec7n l\u1ef1c Vi\u1ec7t Nam (EVN) \u0111\u00e3 th\u1ef1c hi\u1ec7n \u0111i\u1ec1u ch\u1ec9nh gi\u00e1 b\u00e1n l\u1ebb \u0111i\u1ec7n b\u00ecnh qu\u00e2n t\u0103ng 4,8%, \u0111\u01b0a m\u1ee9c gi\u00e1 l\u00ean 2.204 \u0111\u1ed3ng\/kWh.<\/p>\n<p dir=\"ltr\"><u>\u00c1p l\u1ef1c t\u00e0i ch\u00ednh v\u00e0 c\u01a1 ch\u1ebf gi<\/u>\u00e1:<\/p>\n<p dir=\"ltr\">M\u1eb7c d\u00f9 doanh thu t\u0103ng, b\u00e1o c\u00e1o t\u00e0i ch\u00ednh 6 th\u00e1ng \u0111\u1ea7u n\u0103m 2025 c\u1ee7a c\u00e1c \u0111\u01a1n v\u1ecb th\u00e0nh vi\u00ean nh\u01b0 EVNHANOI v\u1eabn ghi nh\u1eadn nh\u1eefng th\u00e1ch th\u1ee9c l\u1edbn. C\u1ee5 th\u1ec3, EVNHANOI ghi nh\u1eadn l\u1ed7 thu\u1ea7n t\u1eeb ho\u1ea1t \u0111\u1ed9ng kinh doanh h\u01a1n 497 t\u1ef7 \u0111\u1ed3ng trong n\u1eeda \u0111\u1ea7u n\u0103m, d\u00f9 l\u1ee3i nhu\u1eadn sau thu\u1ebf d\u01b0\u01a1ng nh\u1edd doanh thu t\u00e0i ch\u00ednh v\u00e0 c\u00e1c kho\u1ea3n kh\u00e1c. \u0110i\u1ec1u n\u00e0y cho th\u1ea5y ho\u1ea1t \u0111\u1ed9ng c\u1ed1t l\u00f5i (mua b\u00e1n \u0111i\u1ec7n) v\u1eabn ch\u1ecbu \u00e1p l\u1ef1c l\u1edbn t\u1eeb chi ph\u00ed \u0111\u1ea7u v\u00e0o.<\/p>\n<p dir=\"ltr\"><u>T\u00e1c \u0111\u1ed9ng k\u00e9p<\/u>:<\/p>\n<p dir=\"ltr\">Vi\u1ec7c t\u0103ng gi\u00e1 \u0111i\u1ec7n l\u00e0 con dao hai l\u01b0\u1ee1i, nh\u01b0ng c\u1ea7n thi\u1ebft:<\/p>\n<p dir=\"ltr\">&#8211; \u0110\u1ed1i v\u1edbi EVN: Gi\u00fap c\u1ea3i thi\u1ec7n d\u00f2ng ti\u1ec1n, \u0111\u1ea3m b\u1ea3o kh\u1ea3 n\u0103ng thanh to\u00e1n cho c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 ngu\u1ed3n \u0111i\u1ec7n (nh\u01b0 TKV, PV Power&#8230;).<\/p>\n<p dir=\"ltr\">&#8211; \u0110\u1ed1i v\u1edbi X\u00e3 h\u1ed9i: Th\u00fac \u0111\u1ea9y \u00fd th\u1ee9c ti\u1ebft ki\u1ec7m \u0111i\u1ec7n v\u00e0 t\u1ea1o \u0111\u1ed9ng l\u1ef1c t\u00e0i ch\u00ednh cho ng\u01b0\u1eddi d\u00e2n\/doanh nghi\u1ec7p l\u1eafp \u0111\u1eb7t \u0111i\u1ec7n m\u1eb7t tr\u1eddi m\u00e1i nh\u00e0 t\u1ef1 s\u1ea3n t\u1ef1 ti\u00eau theo Ngh\u1ecb \u0111\u1ecbnh 58\/2025\/N\u0110-CP.<\/p>\n<p dir=\"ltr\"><strong>3.9. S\u1ef1 ki\u1ec7n 9 &#8211; Kh\u1edfi \u0111\u1ed9ng th\u1ecb tr\u01b0\u1eddng carbon &#8211; th\u00ed \u0111i\u1ec3m s\u00e0n giao d\u1ecbch t\u00edn ch\u1ec9 carbon:<\/strong><\/p>\n<p dir=\"ltr\"><u>L\u1ed9 tr\u00ecnh th\u00ed \u0111i\u1ec3m<\/u>:<\/p>\n<p dir=\"ltr\">Th\u1ef1c hi\u1ec7n Lu\u1eadt B\u1ea3o v\u1ec7 M\u00f4i tr\u01b0\u1eddng 2020, n\u0103m 2025 Vi\u1ec7t Nam ch\u00ednh th\u1ee9c v\u1eadn h\u00e0nh th\u00ed \u0111i\u1ec3m s\u00e0n giao d\u1ecbch t\u00edn ch\u1ec9 carbon. C\u00e1c ng\u00e0nh ph\u00e1t th\u1ea3i l\u1edbn nh\u01b0 nhi\u1ec7t \u0111i\u1ec7n, th\u00e9p, xi m\u0103ng b\u1eaft \u0111\u1ea7u \u0111\u01b0\u1ee3c ph\u00e2n b\u1ed5 h\u1ea1n ng\u1ea1ch (quota) ph\u00e1t th\u1ea3i.<\/p>\n<p dir=\"ltr\"><u>C\u01a1 h\u1ed9i cho ng\u00e0nh l\u00e2m nghi\u1ec7p v\u00e0 n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1<\/u>o:<\/p>\n<p dir=\"ltr\">V\u1edbi di\u1ec7n t\u00edch r\u1eebng h\u01a1n 14,8 tri\u1ec7u ha, Vi\u1ec7t Nam c\u00f3 ti\u1ec1m n\u0103ng t\u1ea1o ra 50-70 tri\u1ec7u t\u1ea5n t\u00edn ch\u1ec9 carbon d\u00f4i d\u01b0. Vi\u1ec7c v\u1eadn h\u00e0nh s\u00e0n giao d\u1ecbch n\u0103m 2025 t\u1ea1o ra d\u00f2ng doanh thu m\u1edbi cho c\u00e1c ch\u1ee7 r\u1eebng v\u00e0 c\u00e1c d\u1ef1 \u00e1n n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o. \u0110\u00e2y l\u00e0 b\u01b0\u1edbc chu\u1ea9n b\u1ecb chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ec3 c\u00e1c doanh nghi\u1ec7p Vi\u1ec7t Nam l\u00e0m quen v\u1edbi vi\u1ec7c \u0111\u1ecbnh gi\u00e1 carbon tr\u01b0\u1edbc khi C\u01a1 ch\u1ebf \u0111i\u1ec1u ch\u1ec9nh bi\u00ean gi\u1edbi carbon (CBAM) c\u1ee7a EU \u00e1p d\u1ee5ng to\u00e0n di\u1ec7n, b\u1ea3o v\u1ec7 n\u0103ng l\u1ef1c c\u1ea1nh tranh c\u1ee7a h\u00e0ng h\u00f3a xu\u1ea5t kh\u1ea9u.<\/p>\n<p dir=\"ltr\"><strong>3.10. S\u1ef1 ki\u1ec7n 10 &#8211; \u0110\u1ed9t ph\u00e1 ph\u00e1p l\u00fd cho \u0111i\u1ec7n gi\u00f3 ngo\u00e0i kh\u01a1i:<\/strong><\/p>\n<p dir=\"ltr\"><u>\u0110i\u1ec3m ngh\u1ebdn v\u00e0 \u0111\u1ed9t ph\u00e1<\/u>:<\/p>\n<p dir=\"ltr\">\u0110i\u1ec7n gi\u00f3 ngo\u00e0i kh\u01a1i l\u00e0 l\u0129nh v\u1ef1c ti\u1ec1m n\u0103ng nh\u1ea5t, nh\u01b0ng c\u0169ng v\u01b0\u1edbng m\u1eafc nh\u1ea5t v\u1ec1 ph\u00e1p l\u00fd (quy ho\u1ea1ch kh\u00f4ng gian bi\u1ec3n, an ninh qu\u1ed1c ph\u00f2ng). N\u0103m 2025 ghi nh\u1eadn b\u01b0\u1edbc ti\u1ebfn quan tr\u1ecdng khi Ch\u00ednh ph\u1ee7 trao th\u1ea9m quy\u1ec1n ch\u1ea5p thu\u1eadn ch\u1ee7 tr\u01b0\u01a1ng \u0111\u1ea7u t\u01b0 v\u00e0 kh\u1ea3o s\u00e1t cho c\u00e1c d\u1ef1 \u00e1n th\u00ed \u0111i\u1ec3m \u0111\u1ea7u ti\u00ean.<\/p>\n<p dir=\"ltr\"><u>\u00dd ngh\u0129a<\/u>:<\/p>\n<p dir=\"ltr\">M\u1eb7c d\u00f9 ch\u01b0a c\u00f3 d\u1ef1 \u00e1n v\u1eadn h\u00e0nh th\u01b0\u01a1ng m\u1ea1i ngay trong n\u0103m 2025, nh\u01b0ng vi\u1ec7c \u201cc\u1ea5p gi\u1ea5y ph\u00e9p v\u00e0o bi\u1ec3n\u201d \u0111\u00e3 ph\u00e1 v\u1ee1 th\u1ebf b\u1ebf t\u1eafc k\u00e9o d\u00e0i su\u1ed1t giai \u0111o\u1ea1n 2021-2024. \u0110i\u1ec1u n\u00e0y g\u1eedi t\u00edn hi\u1ec7u t\u00edch c\u1ef1c \u0111\u1ebfn c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 qu\u1ed1c t\u1ebf v\u00e0 c\u00e1c t\u1eadp \u0111o\u00e0n trong n\u01b0\u1edbc (Petrovietnam), k\u00edch ho\u1ea1t d\u00f2ng v\u1ed1n FDI h\u00e0ng t\u1ef7 USD chu\u1ea9n b\u1ecb cho giai \u0111o\u1ea1n b\u00f9ng n\u1ed5 2026-2030 v\u00e0 sau 2030.<\/p>\n<p><strong>4. K\u1ebft lu\u1eadn v\u00e0 ki\u1ebfn ngh\u1ecb chi\u1ebfn l\u01b0\u1ee3c:<\/strong><\/p>\n<p dir=\"ltr\"><strong>4.1. S\u1ef1 chuy\u1ec3n d\u1ecbch t\u1eeb \u201c\u0111\u1ed9c quy\u1ec1n\u201d, sang \u201c\u0111a c\u1ef1c\u201d:<\/strong><\/p>\n<p dir=\"ltr\">Nh\u00ecn l\u1ea1i to\u00e0n c\u1ea3nh n\u0103m 2025, ng\u00e0nh n\u0103ng l\u01b0\u1ee3ng Vi\u1ec7t Nam \u0111\u00e3 th\u1ef1c s\u1ef1 chuy\u1ec3n m\u00ecnh t\u1eeb c\u1ea5u tr\u00fac th\u1ecb tr\u01b0\u1eddng \u0111\u01a1n c\u1ef1c (EVN \u0111\u1ed9c quy\u1ec1n mua b\u00e1n) sang c\u1ea5u tr\u00fac \u0111a c\u1ef1c. S\u1ef1 tham gia c\u1ee7a VinEnergo v\u1edbi t\u01b0 c\u00e1ch l\u00e0 m\u1ed9t \u201cGentailer\u201d, s\u1ef1 chuy\u1ec3n m\u00ecnh c\u1ee7a Petrovietnam th\u00e0nh T\u1eadp \u0111o\u00e0n C\u00f4ng nghi\u1ec7p &#8211; N\u0103ng l\u01b0\u1ee3ng Qu\u1ed1c gia, v\u00e0 s\u1ef1 hi\u1ec7n di\u1ec7n c\u1ee7a c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 qu\u1ed1c t\u1ebf qua c\u00e1c d\u1ef1 \u00e1n LNG\/\u0111i\u1ec7n gi\u00f3 \u0111\u00e3 t\u1ea1o n\u00ean m\u1ed9t b\u1ee9c tranh th\u1ecb tr\u01b0\u1eddng s\u1ed1ng \u0111\u1ed9ng v\u00e0 c\u1ea1nh tranh h\u01a1n.<\/p>\n<p dir=\"ltr\">Ba tr\u1ee5 c\u1ed9t ch\u00ednh c\u1ee7a n\u0103m 2025 l\u00e0: Th\u1ec3 ch\u1ebf (Lu\u1eadt \u0110i\u1ec7n l\u1ef1c) &#8211; h\u1ea1 t\u1ea7ng (LNG, l\u01b0\u1edbi 500kV) &#8211; th\u1ecb tr\u01b0\u1eddng (DPPA, carbon) \u0111\u00e3 \u0111\u01b0\u1ee3c thi\u1ebft l\u1eadp \u0111\u1ed3ng b\u1ed9. \u0110\u00e2y l\u00e0 n\u1ec1n t\u1ea3ng v\u1eefng ch\u1eafc \u0111\u1ec3 Vi\u1ec7t Nam ti\u1ebfn v\u00e0o giai \u0111o\u1ea1n t\u0103ng t\u1ed1c chuy\u1ec3n \u0111\u1ed5i n\u0103ng l\u01b0\u1ee3ng (2026-2030) nh\u1eb1m \u0111\u1ea1t m\u1ee5c ti\u00eau ph\u00e1t th\u1ea3i r\u00f2ng b\u1eb1ng 0 v\u00e0o n\u0103m 2050.<\/p>\n<p dir=\"ltr\"><strong>4.2. Ki\u1ebfn ngh\u1ecb:<\/strong><\/p>\n<p dir=\"ltr\">&#8211; \u0110\u1ed1i v\u1edbi Ch\u00ednh ph\u1ee7: C\u1ea7n gi\u00e1m s\u00e1t ch\u1eb7t ch\u1ebd vi\u1ec7c thi h\u00e0nh Lu\u1eadt \u0110i\u1ec7n l\u1ef1c, \u0111\u1eb7c bi\u1ec7t l\u00e0 c\u00e1c v\u0103n b\u1ea3n h\u01b0\u1edbng d\u1eabn v\u1ec1 th\u1ecb tr\u01b0\u1eddng b\u00e1n l\u1ebb, \u0111\u1ec3 tr\u00e1nh t\u00ecnh tr\u1ea1ng \u201clu\u1eadt m\u1edf, ngh\u1ecb \u0111\u1ecbnh \u0111\u00f3ng\u201d. C\u1ea7n ki\u00ean \u0111\u1ecbnh v\u1edbi l\u1ed9 tr\u00ecnh gi\u00e1 \u0111i\u1ec7n th\u1ecb tr\u01b0\u1eddng \u0111\u1ec3 thu h\u00fat \u0111\u1ea7u t\u01b0.<\/p>\n<p dir=\"ltr\">&#8211; \u0110\u1ed1i v\u1edbi Doanh nghi\u1ec7p: C\u00e1c doanh nghi\u1ec7p s\u1ea3n xu\u1ea5t c\u1ea7n t\u1eadn d\u1ee5ng c\u01a1 ch\u1ebf DPPA v\u00e0 \u0111i\u1ec7n m\u1eb7t tr\u1eddi m\u00e1i nh\u00e0 t\u1ef1 s\u1ea3n t\u1ef1 ti\u00eau (Ngh\u1ecb \u0111\u1ecbnh 58) \u0111\u1ec3 ch\u1ee7 \u0111\u1ed9ng ngu\u1ed3n n\u0103ng l\u01b0\u1ee3ng v\u00e0 ch\u1ee9ng ch\u1ec9 xanh, xem \u0111\u00e2y l\u00e0 l\u1ee3i th\u1ebf c\u1ea1nh tranh xu\u1ea5t kh\u1ea9u c\u1ed1t l\u00f5i.<\/p>\n<p dir=\"ltr\">&#8211; \u0110\u1ed1i v\u1edbi Nh\u00e0 \u0111\u1ea7u t\u01b0: C\u01a1 h\u1ed9i l\u1edbn \u0111ang m\u1edf ra trong l\u0129nh v\u1ef1c d\u1ecbch v\u1ee5 ph\u1ee5 tr\u1ee3 h\u1ec7 th\u1ed1ng \u0111i\u1ec7n (l\u01b0u tr\u1eef n\u0103ng l\u01b0\u1ee3ng, \u0111i\u1ec1u \u0111\u1ed9 th\u00f4ng minh) v\u00e0 chu\u1ed7i cung \u1ee9ng cho \u0111i\u1ec7n gi\u00f3 ngo\u00e0i kh\u01a1i, khi c\u00e1c n\u00fat th\u1eaft ph\u00e1p l\u00fd \u0111\u00e3 \u0111\u01b0\u1ee3c th\u00e1o g\u1ee1.<\/p>\n<p dir=\"ltr\"><em>B\u00e1o c\u00e1o \u0111\u01b0\u1ee3c t\u1ed5ng h\u1ee3p v\u00e0 ph\u00e2n t\u00edch d\u1ef1a tr\u00ean c\u00e1c d\u1eef li\u1ec7u v\u00e0 s\u1ef1 ki\u1ec7n di\u1ec5n ra \u0111\u1ebfn h\u1ebft th\u00e1ng 12\/2025.\/.<\/em><\/p>\n<p dir=\"ltr\">TS. NGUY\u1ec4N ANH TU\u1ea4N (B) &#8211; H\u1ed8I \u0110\u1ed2NG KHOA H\u1eccC T\u1ea0P CH\u00cd N\u0102NG L\u01af\u1ee2NG VI\u1ec6T NAM<\/p>","protected":false},"excerpt":{"rendered":"<p>1. T\u1ed5ng quan: N\u0103m 2025 kh\u00f4ng ch\u1ec9 \u0111\u01a1n thu\u1ea7n l\u00e0 m\u1ed9t m\u1ed1c th\u1eddi gian trong l\u1ecbch tr\u00ecnh quy ho\u1ea1ch \u0111i\u1ec7n, m\u00e0 \u0111\u00e3 tr\u1edf th\u00e0nh \u201c\u0111i\u1ec3m \u0111\u1ea3o chi\u1ec1u\u201d (inflection point) mang t\u00ednh l\u1ecbch s\u1eed \u0111\u1ed1i v\u1edbi c\u1ea5u tr\u00fac n\u0103ng l\u01b0\u1ee3ng Vi\u1ec7t Nam. D\u1eef li\u1ec7u t\u1ed5ng h\u1ee3p t\u1eeb c\u00e1c di\u1ec5n bi\u1ebfn th\u1ecb tr\u01b0\u1eddng, v\u0103n b\u1ea3n ph\u00e1p quy [&#8230;]","protected":false},"author":1,"featured_media":4730,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17],"tags":[],"class_list":["post-4729","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tin-tuc"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>To\u00e0n c\u1ea3nh ng\u00e0nh n\u0103ng l\u01b0\u1ee3ng Vi\u1ec7t Nam 2025 - B\u01b0\u1edbc ngo\u1eb7t c\u1ee7a k\u1ef7 nguy\u00ean ki\u1ebfn t\u1ea1o v\u00e0 c\u1ea1nh tranh - Sunny Solar<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sunnysolar.vn\/en\/toan-canh-nganh-nang-luong-viet-nam-2025-buoc-ngoat-cua-ky-nguyen-kien-tao-va-canh-tranh\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"To\u00e0n c\u1ea3nh ng\u00e0nh n\u0103ng l\u01b0\u1ee3ng Vi\u1ec7t Nam 2025 - B\u01b0\u1edbc ngo\u1eb7t c\u1ee7a k\u1ef7 nguy\u00ean ki\u1ebfn t\u1ea1o v\u00e0 c\u1ea1nh tranh - Sunny Solar\" \/>\n<meta property=\"og:description\" content=\"1. T\u1ed5ng quan: N\u0103m 2025 kh\u00f4ng ch\u1ec9 \u0111\u01a1n thu\u1ea7n l\u00e0 m\u1ed9t m\u1ed1c th\u1eddi gian trong l\u1ecbch tr\u00ecnh quy ho\u1ea1ch \u0111i\u1ec7n, m\u00e0 \u0111\u00e3 tr\u1edf th\u00e0nh \u201c\u0111i\u1ec3m \u0111\u1ea3o chi\u1ec1u\u201d (inflection point) mang t\u00ednh l\u1ecbch s\u1eed \u0111\u1ed1i v\u1edbi c\u1ea5u tr\u00fac n\u0103ng l\u01b0\u1ee3ng Vi\u1ec7t Nam. 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