{"id":25043,"date":"2026-06-12T09:33:28","date_gmt":"2026-06-12T02:33:28","guid":{"rendered":"https:\/\/b-company.jp\/?p=25043"},"modified":"2026-06-12T19:56:35","modified_gmt":"2026-06-12T12:56:35","slug":"southeast-asia-ev-transition-creates-new-opportunities-for-regional-players","status":"publish","type":"post","link":"https:\/\/b-company.jp\/vi\/southeast-asia-ev-transition-creates-new-opportunities-for-regional-players\/","title":{"rendered":"Qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i sang xe \u0111i\u1ec7n \u1edf \u0110\u00f4ng Nam \u00c1 t\u1ea1o ra nh\u1eefng c\u01a1 h\u1ed9i m\u1edbi cho c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t trong khu v\u1ef1c."},"content":{"rendered":"

\"B&Company-Vietnam<\/a><\/p>\n

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B&Company l\u00e0 c\u00f4ng ty Nh\u1eadt B\u1ea3n \u0111\u1ea7u ti\u00ean chuy\u00ean v\u1ec1 nghi\u00ean c\u1ee9u th\u1ecb tr\u01b0\u1eddng v\u00e0 t\u01b0 v\u1ea5n \u0111\u1ea7u t\u01b0 t\u1ea1i Vi\u1ec7t Nam t\u1eeb n\u0103m 2008.<\/em><\/p>\n

B\u00e0i vi\u1ebft n\u00e0y \u0111\u01b0\u1ee3c vi\u1ebft b\u1eb1ng ti\u1ebfng Anh v\u00e0 vi\u1ec7c d\u1ecbch t\u1ef1 \u0111\u1ed9ng \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng cho c\u00e1c phi\u00ean b\u1ea3n ng\u00f4n ng\u1eef kh\u00e1c. Vui l\u00f2ng tham kh\u1ea3o phi\u00ean b\u1ea3n ti\u1ebfng Anh \u0111\u1ec3 c\u00f3 n\u1ed9i dung ch\u00ednh x\u00e1c. M\u1eb7c d\u00f9 ch\u00fang t\u00f4i c\u1ed1 g\u1eafng \u0111\u1ea3m b\u1ea3o t\u00ednh ch\u00ednh x\u00e1c c\u1ee7a th\u00f4ng tin g\u1ed1c, vui l\u00f2ng ki\u1ec3m tra ri\u00eang cho t\u1eebng th\u00f4ng tin. C\u00e1c gi\u1ea3i th\u00edch v\u00e0 tri\u1ec3n v\u1ecdng t\u01b0\u01a1ng lai l\u00e0 \u00fd ki\u1ebfn c\u00e1 nh\u00e2n c\u1ee7a t\u1eebng nh\u00e0 nghi\u00ean c\u1ee9u. <\/p>\n<\/div>\n\t

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T\u00f3m t\u1eaft<\/strong><\/h3>\n

Trong nhi\u1ec1u th\u1eadp k\u1ef7, th\u1ecb tr\u01b0\u1eddng \u00f4 t\u00f4 \u0110\u00f4ng Nam \u00c1 \u0111\u01b0\u1ee3c \u0111\u1ecbnh h\u00ecnh b\u1edfi s\u1ef1 th\u1ed1ng tr\u1ecb c\u1ee7a c\u00e1c th\u01b0\u01a1ng hi\u1ec7u Nh\u1eadt B\u1ea3n, xe hai b\u00e1nh ch\u1ea1y x\u0103ng v\u00e0 tham v\u1ecdng \u0111i\u1ec7n h\u00f3a khi\u00eam t\u1ed1n. B\u1ee9c tranh n\u00e0y \u0111\u00e3 thay \u0111\u1ed5i \u0111\u00e1ng k\u1ec3. T\u00ednh \u0111\u1ebfn cu\u1ed1i n\u0103m 2025, c\u00e1c qu\u1ed1c gia ASEAN hi\u1ec7n n\u1eb1m trong nh\u00f3m nh\u1eefng th\u1ecb tr\u01b0\u1eddng c\u00f3 m\u1ee9c \u0111\u1ed9 ti\u1ebfp nh\u1eadn xe \u0111i\u1ec7n (EV) cao nh\u1ea5t th\u1ebf gi\u1edbi \u2014 v\u01b0\u1ee3t qua Hoa K\u1ef3, V\u01b0\u01a1ng qu\u1ed1c Anh v\u00e0 Li\u00ean minh ch\u00e2u \u00c2u tr\u00ean c\u00e1c ch\u1ec9 s\u1ed1 th\u00e2m nh\u1eadp ch\u1ee7 ch\u1ed1t.\u00b9<\/p>\n

B\u00e0i vi\u1ebft n\u00e0y ph\u00e2n t\u00edch qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i sang EV \u0111ang t\u0103ng t\u1ed1c tr\u00ean to\u00e0n \u0110\u00f4ng Nam \u00c1, x\u00e1c \u0111\u1ecbnh c\u00e1c c\u01a1 h\u1ed9i th\u1ecb tr\u01b0\u1eddng mang t\u00ednh c\u01a1 c\u1ea5u ph\u00e1t sinh t\u1eeb s\u1ef1 chuy\u1ec3n d\u1ecbch n\u00e0y, \u0111\u1ed3ng th\u1eddi minh h\u1ecda c\u00e1ch c\u00e1c doanh nghi\u1ec7p trong khu v\u1ef1c, \u0111\u1eb7c bi\u1ec7t l\u00e0 nh\u1eefng doanh nghi\u1ec7p c\u00f3 ngu\u1ed3n g\u1ed1c t\u1eeb ASEAN, \u0111ang \u1edf v\u1ecb th\u1ebf thu\u1eadn l\u1ee3i nh\u1ea5t \u0111\u1ec3 t\u1eadn d\u1ee5ng c\u00e1c c\u01a1 h\u1ed9i \u0111\u00f3. B\u00e0i vi\u1ebft k\u1ebft th\u00fac b\u1eb1ng nh\u1eefng h\u00e0m \u00fd th\u1ef1c ti\u1ec5n d\u00e0nh cho nh\u00e0 \u0111\u1ea7u t\u01b0 v\u00e0 c\u00e1c doanh nghi\u1ec7p gia nh\u1eadp th\u1ecb tr\u01b0\u1eddng.<\/p>\n

T\u1ed5ng quan th\u1ecb tr\u01b0\u1eddng: EV \u0110\u00f4ng Nam \u00c1 qua c\u00e1c con s\u1ed1<\/strong><\/h3>\n

Th\u1ecb tr\u01b0\u1eddng xe \u0111i\u1ec7n ASEAN \u0111\u01b0\u1ee3c \u0111\u1ecbnh gi\u00e1 kho\u1ea3ng 4,6 t\u1ef7 USD v\u00e0o n\u0103m 2025 v\u00e0 d\u1ef1 ki\u1ebfn s\u1ebd \u0111\u1ea1t 6 t\u1ef7 USD v\u00e0o n\u0103m 2026, tr\u01b0\u1edbc khi t\u0103ng tr\u01b0\u1edfng m\u1ea1nh m\u1ebd l\u00ean 23,6 t\u1ef7 USD v\u00e0o n\u0103m 2031, v\u1edbi t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng k\u00e9p h\u00e0ng n\u0103m l\u00e0 31,6%.\u00b2 Theo m\u1ed9t \u01b0\u1edbc t\u00ednh kh\u00e1c, th\u1ecb tr\u01b0\u1eddng n\u00e0y c\u00f3 th\u1ec3 t\u1ea1o ra c\u01a1 h\u1ed9i doanh thu h\u00e0ng n\u0103m t\u1eeb 80 \u0111\u1ebfn 100 t\u1ef7 USD v\u00e0o n\u0103m 2035, t\u0103ng t\u1eeb ch\u1ec9 2 t\u1ef7 USD v\u00e0o n\u0103m 2021.\u00b3<\/p>\n

B\u1ea3ng d\u01b0\u1edbi \u0111\u00e2y t\u00f3m t\u1eaft t\u00ecnh tr\u1ea1ng th\u1ecb tr\u01b0\u1eddng EV t\u1ea1i n\u0103m th\u1ecb tr\u01b0\u1eddng \u00f4 t\u00f4 l\u1edbn nh\u1ea5t ASEAN t\u00ednh \u0111\u1ebfn n\u0103m 2025:<\/p>\n

B\u1ea3ng 1: EV \u0110\u00f4ng Nam \u00c1 <\/strong>th\u1ecb tr\u01b0\u1eddng <\/strong>t\u00ecnh tr\u1ea1ng<\/strong>: 5 <\/strong>c\u00e1c <\/strong>th\u1ecb tr\u01b0\u1eddng tr\u1ecdng \u0111i\u1ec3m (2025)<\/strong><\/p>\n\n\n\n\n\n\n\n\n
Qu\u1ed1c gia<\/strong><\/td>\nT\u1ef7 tr\u1ecdng doanh s\u1ed1 EV n\u1ed9i \u0111\u1ecba (2025)<\/strong><\/td>\nCh\u00ednh s\u00e1ch ch\u1ee7 ch\u1ed1t<\/strong><\/td>\nKho\u1ea3n \u0111\u1ea7u t\u01b0 \u0111\u00e1ng ch\u00fa \u00fd<\/strong><\/td>\n<\/tr>\n
Vi\u1ec7t Nam<\/strong><\/td>\n~40%<\/td>\n\u01afu \u0111\u00e3i thu\u1ebf, gi\u1ea3m VAT, y\u00eau c\u1ea7u s\u1eed d\u1ee5ng xe \u0111i\u1ec7n trong \u0111\u1ed9i xe c\u00f4ng<\/td>\nVinFast (n\u1ed9i \u0111\u1ecba); World Bank d\u1ef1 b\u00e1o t\u1ea1o ra 6,5 tri\u1ec7u vi\u1ec7c l\u00e0m v\u00e0o n\u0103m 2050\u2074<\/td>\n<\/tr>\n
Th\u00e1i Lan<\/strong><\/td>\n~20%<\/td>\n\u201cM\u1ee5c ti\u00eau \u201d30@30\u201d (30% xe kh\u00f4ng ph\u00e1t th\u1ea3i - ZEV v\u00e0o n\u0103m 2030)<\/td>\nC\u00e1c nh\u00e0 m\u00e1y c\u1ee7a Toyota, BYD, Tesla v\u00e0 Hyundai \u0111\u00e3 \u0111i v\u00e0o ho\u1ea1t \u0111\u1ed9ng ho\u1eb7c cam k\u1ebft s\u1ea3n xu\u1ea5t t\u1ea1i \u0111\u1ecba ph\u01b0\u01a1ng\u2075<\/td>\n<\/tr>\n
Indon\u00e9sia<\/strong><\/td>\n~15%<\/td>\nGi\u1ea3m VAT \u0111\u1ed1i v\u1edbi EV, c\u1eaft gi\u1ea3m thu\u1ebf nh\u1eadp kh\u1ea9u cho c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t n\u1ed9i \u0111\u1ecba<\/td>\nNh\u00e0 m\u00e1y BYD, nh\u00e0 m\u00e1y VinFast Subang, c\u01a1 s\u1edf s\u1ea3n xu\u1ea5t pin c\u1ee7a CATL\u2076<\/td>\n<\/tr>\n
Malaysia<\/strong><\/td>\nPh\u00e1t tri\u1ec3n<\/td>\nL\u1ed9 tr\u00ecnh EV theo Chuy\u1ec3n d\u1ecbch N\u0103ng l\u01b0\u1ee3ng Qu\u1ed1c gia<\/td>\nD\u00f2ng EV c\u1ee7a Proton ($19,5 tri\u1ec7u, c\u00f4ng su\u1ea5t 20.000 xe\/n\u0103m)\u00b2<\/td>\n<\/tr>\n
Philipines<\/strong><\/td>\nGiai \u0111o\u1ea1n \u0111\u1ea7u<\/td>\n\u0110\u1ea1o lu\u1eadt Ph\u00e1t tri\u1ec3n Ng\u00e0nh EV<\/td>\nBi\u00ean b\u1ea3n ghi nh\u1edb v\u1ec1 xe tay ga \u0111i\u1ec7n VinFast v\u1edbi c\u00e1c \u0111\u1ed1i t\u00e1c \u0111\u1ea1i l\u00fd \u0111\u1ea7u ti\u00ean\u2077<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

T\u1ed5ng h\u1ee3p c\u1ee7a B&Company<\/em><\/p>\n

T\u1ea1i \u0110\u00f4ng Nam \u00c1, doanh s\u1ed1 b\u00e1n xe \u0111i\u1ec7n \u0111\u00e3 t\u0103ng g\u1ea7n 50% v\u00e0o n\u0103m 2024, chi\u1ebfm 9% trong t\u1ed5ng doanh s\u1ed1 b\u00e1n \u00f4 t\u00f4 to\u00e0n khu v\u1ef1c. Trong s\u1ed1 5 th\u1ecb tr\u01b0\u1eddng n\u00eau tr\u00ean, Vi\u1ec7t Nam v\u00e0 Th\u00e1i Lan ghi nh\u1eadn th\u1ecb ph\u1ea7n ri\u00eang l\u1ebb cao nh\u1ea5t.\u2078<\/p>\n

Ch\u00ednh s\u00e1ch l\u00e0 \u0111\u1ed9ng l\u1ef1c: Ch\u00ednh ph\u1ee7 \u0111ang th\u00fac \u0111\u1ea9y qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i<\/strong><\/h3>\n

S\u1ef1 t\u0103ng tr\u01b0\u1edfng c\u1ee7a EV t\u1ea1i \u0110\u00f4ng Nam \u00c1 kh\u00f4ng ho\u00e0n to\u00e0n do th\u1ecb tr\u01b0\u1eddng th\u00fac \u0111\u1ea9y; qu\u00e1 tr\u00ecnh n\u00e0y \u0111\u00e3 \u0111\u01b0\u1ee3c \u0111\u1ecbnh h\u00ecnh t\u00edch c\u1ef1c b\u1edfi ch\u00ednh s\u00e1ch c\u1ee7a ch\u00ednh ph\u1ee7, v\u00e0 vi\u1ec7c hi\u1ec3u r\u00f5 c\u00e1c ch\u00ednh s\u00e1ch \u0111\u00f3 l\u00e0 y\u1ebfu t\u1ed1 thi\u1ebft y\u1ebfu \u0111\u1ed1i v\u1edbi b\u1ea5t k\u1ef3 chi\u1ebfn l\u01b0\u1ee3c gia nh\u1eadp th\u1ecb tr\u01b0\u1eddng n\u00e0o.<\/p>\n

Indon\u00e9sia<\/strong> \u0111\u00e3 tri\u1ec3n khai hai \u0111\u00f2n b\u1ea9y m\u1ea1nh m\u1ebd: gi\u1ea3m thu\u1ebf gi\u00e1 tr\u1ecb gia t\u0103ng \u0111\u1ed1i v\u1edbi doanh s\u1ed1 EV \u0111\u00e1p \u1ee9ng c\u00e1c ng\u01b0\u1ee1ng t\u1ef7 l\u1ec7 n\u1ed9i \u0111\u1ecba h\u00f3a, v\u00e0 t\u1ea1m th\u1eddi c\u1eaft gi\u1ea3m thu\u1ebf nh\u1eadp kh\u1ea9u cho c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t cam k\u1ebft s\u1ea3n xu\u1ea5t t\u1ea1i \u0111\u1ecba ph\u01b0\u01a1ng v\u00e0o n\u0103m 2026. K\u1ebft qu\u1ea3 l\u00e0, t\u00ednh \u0111\u1ebfn gi\u1eefa n\u0103m 2025, b\u1ea3y nh\u00e0 s\u1ea3n xu\u1ea5t \u0111\u00e3 cam k\u1ebft th\u00e0nh l\u1eadp c\u01a1 s\u1edf s\u1ea3n xu\u1ea5t t\u1ea1i \u0111\u1ecba ph\u01b0\u01a1ng, bao g\u1ed3m Aion, Gili, Maxus v\u00e0 BYD (Trung Qu\u1ed1c), Citro\u00ebn (Ph\u00e1p), Volkswagen (\u0110\u1ee9c) v\u00e0 VinFast (Vi\u1ec7t Nam), c\u00f9ng v\u1edbi th\u01b0\u01a1ng hi\u1ec7u CATL c\u1ee7a t\u1eadp \u0111o\u00e0n pin Trung Qu\u1ed1c CATL.\u2074<\/p>\n

Th\u00e1i Lan<\/strong>: Chi\u1ebfn l\u01b0\u1ee3c \u201c30@30\u201d c\u1ee7a n\u01b0\u1edbc n\u00e0y \u0111\u1eb7t m\u1ee5c ti\u00eau \u0111\u1ea1t 30% xe kh\u00f4ng ph\u00e1t th\u1ea3i v\u00e0o n\u0103m 2030 v\u00e0 100% v\u00e0o n\u0103m 2035.\u2075 \u0110\u01b0\u1ee3c h\u1ed7 tr\u1ee3 b\u1edfi ch\u01b0\u01a1ng tr\u00ecnh khuy\u1ebfn kh\u00edch EV3.5, qu\u1ed1c gia n\u00e0y hi\u1ec7n c\u00f3 h\u01a1n 3.700 tr\u1ea1m s\u1ea1c c\u00f4ng c\u1ed9ng v\u1edbi 11.600 \u0111\u1ea7u n\u1ed1i, trong \u0111\u00f3 h\u01a1n 6.000 l\u00e0 b\u1ed9 s\u1ea1c nhanh DC.\u2075<\/p>\n

Vi\u1ec7t Nam<\/strong> VinFast \u0111\u00e3 k\u1ebft h\u1ee3p c\u00e1c \u01b0u \u0111\u00e3i thu\u1ebf, gi\u1ea3m ph\u00ed \u0111\u0103ng k\u00fd v\u00e0 c\u00e1c quy \u0111\u1ecbnh b\u1eaft bu\u1ed9c v\u1ec1 \u0111i\u1ec7n kh\u00ed h\u00f3a giao th\u00f4ng c\u00f4ng c\u1ed9ng \u0111\u1ec3 t\u1ea1o ra m\u00f4i tr\u01b0\u1eddng thu\u1eadn l\u1ee3i cho c\u1ea3 c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t trong n\u01b0\u1edbc v\u00e0 c\u00e1c nh\u00e0 ph\u00e1t tri\u1ec3n c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng.\u2075 M\u1eabu xe ch\u1ee7 l\u1ef1c VF 3 c\u1ee7a VinFast \u0111\u00e3 tr\u1edf th\u00e0nh xe b\u00e1n ch\u1ea1y nh\u1ea5t t\u1ea1i Vi\u1ec7t Nam n\u0103m 2025, v\u1edbi 75% xe \u0111\u01b0\u1ee3c b\u00e1n tr\u1ef1c ti\u1ebfp cho ng\u01b0\u1eddi ti\u00eau d\u00f9ng, m\u1ed9t s\u1ef1 thay \u0111\u1ed5i m\u1ea1nh m\u1ebd so v\u1edbi chi\u1ebfn l\u01b0\u1ee3c \u01b0u ti\u00ean \u0111\u1ed9i xe tr\u01b0\u1edbc \u0111\u00e2y.\u2074<\/p>\n

M\u00f4i tr\u01b0\u1eddng ch\u00ednh s\u00e1ch tr\u00ean to\u00e0n ASEAN kh\u00f4ng \u0111\u1ed3ng nh\u1ea5t, nh\u01b0ng \u0111\u1ecbnh h\u01b0\u1edbng l\u00e0 nh\u1ea5t qu\u00e1n: c\u00e1c ch\u00ednh ph\u1ee7 \u0111ang s\u1eed d\u1ee5ng c\u00e1c y\u00eau c\u1ea7u n\u1ed9i \u0111\u1ecba h\u00f3a s\u1ea3n xu\u1ea5t, \u01b0u \u0111\u00e3i t\u00e0i kh\u00f3a v\u00e0 chi ti\u00eau cho c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng \u0111\u1ec3 \u0111\u1ed3ng th\u1eddi \u0111\u1ea9y nhanh qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i sang EV t\u1ea1i \u0110\u00f4ng Nam \u00c1 v\u00e0 thu h\u00fat \u0111\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i.<\/p>\n

Nghi\u00ean c\u1ee9u \u0111i\u1ec3n h\u00ecnh: VinFast t\u1ea1i Indonesia \u2014 M\u00f4 h\u00ecnh cho khu v\u1ef1c<\/strong><\/h3>\n

Vi\u1ec7c VinFast m\u1edf r\u1ed9ng t\u1ea1i Indonesia th\u1ec3 hi\u1ec7n m\u1ed9t chi\u1ebfn l\u01b0\u1ee3c gia nh\u1eadp th\u1ecb tr\u01b0\u1eddng EV \u0110\u00f4ng Nam \u00c1 \u0111\u1ea7y tham v\u1ecdng c\u1ee7a m\u1ed9t doanh nghi\u1ec7p trong khu v\u1ef1c, \u0111\u1ed3ng th\u1eddi l\u00e0 m\u00f4 h\u00ecnh m\u00e0 c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 kh\u00e1c \u0111ang theo d\u00f5i s\u00e1t sao.<\/p>\n

C\u00f4ng ty \u0111\u00e3 \u0111\u01b0a nh\u00e0 m\u00e1y Subang t\u1ea1i T\u00e2y Java v\u00e0o ho\u1ea1t \u0111\u1ed9ng v\u00e0o th\u00e1ng 12 n\u0103m 2025, ch\u1ec9 17 th\u00e1ng sau khi kh\u1edfi c\u00f4ng. C\u01a1 s\u1edf n\u00e0y c\u00f3 m\u1ee9c \u0111\u1ea7u t\u01b0 ban \u0111\u1ea7u 200 tri\u1ec7u USD, c\u00f4ng su\u1ea5t 50.000 xe m\u1ed7i n\u0103m v\u00e0 k\u1ebf ho\u1ea1ch m\u1edf r\u1ed9ng l\u00ean 350.000 xe m\u1ed7i n\u0103m.\u2076 Nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t c\u00e1c phi\u00ean b\u1ea3n tay l\u00e1i b\u00ean ph\u1ea3i c\u1ee7a c\u00e1c m\u1eabu e-SUV VF3, VF5, VF6 v\u00e0 VF7, \u0111\u1ed3ng th\u1eddi \u0111\u01b0\u1ee3c \u0111\u1ecbnh v\u1ecb l\u00e0 trung t\u00e2m xu\u1ea5t kh\u1ea9u xe tay l\u00e1i b\u00ean ph\u1ea3i c\u1ee7a VinFast \u0111\u1ebfn c\u00e1c th\u1ecb tr\u01b0\u1eddng APAC, bao g\u1ed3m Th\u00e1i Lan, Malaysia v\u00e0 Australia.\u2076<\/p>\n

Chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a VinFast t\u1ea1i Indonesia \u0111\u01b0\u1ee3c t\u00edch h\u1ee3p m\u1ed9t c\u00e1ch c\u00f3 ch\u1ee7 \u0111\u00edch: ho\u1ea1t \u0111\u1ed9ng b\u00e1n xe v\u00e0 m\u1ea1ng l\u01b0\u1edbi \u0111\u1ea1i l\u00fd \u0111\u01b0\u1ee3c k\u1ebft h\u1ee3p v\u1edbi v\u1eadn h\u00e0nh \u0111\u1ed9i xe c\u00f4ng ngh\u1ec7 g\u1ecdi xe (taxi Xanh SM, \u0111\u01b0\u1ee3c m\u1edf r\u1ed9ng th\u00f4ng qua quan h\u1ec7 h\u1ee3p t\u00e1c v\u1edbi t\u00ednh n\u0103ng Green SM c\u1ee7a Gojek), h\u1ea1 t\u1ea7ng s\u1ea1c V-Green v\u00e0 quan h\u1ec7 \u0111\u1ed1i t\u00e1c v\u1edbi c\u00e1c t\u1ed5 ch\u1ee9c t\u00e0i ch\u00ednh.\u00b3 V\u00e0o th\u00e1ng 2 n\u0103m 2026, VinFast \u0111\u00e3 k\u00fd c\u00e1c bi\u00ean b\u1ea3n ghi nh\u1edb v\u1ec1 xe tay ga \u0111i\u1ec7n v\u1edbi b\u1ea3y t\u1eadp \u0111o\u00e0n \u0111\u1ea1i l\u00fd t\u1ea1i Indonesia, cho th\u1ea5y s\u1ef1 m\u1edf r\u1ed9ng h\u01a1n n\u1eefa v\u00e0o ph\u00e2n kh\u00fac xe hai b\u00e1nh.\u2077<\/p>\n

Nghi\u00ean c\u1ee9u th\u1ecb tr\u01b0\u1eddng cho th\u1ea5y g\u00ec: Trao \u0111\u1ed5i v\u1edbi Central Insight Indonesia<\/strong><\/h3>\n

\u0110\u1ed9i ng\u0169 B&Company g\u1ea7n \u0111\u00e2y \u0111\u00e3 c\u00f3 bu\u1ed5i trao \u0111\u1ed5i v\u1edbi Th\u00f4ng tin chi ti\u1ebft trung t\u00e2m<\/a><\/span> Central Insight Indonesia, m\u1ed9t c\u00f4ng ty nghi\u00ean c\u1ee9u th\u1ecb tr\u01b0\u1eddng c\u00f3 tr\u1ee5 s\u1edf t\u1ea1i Jakarta, c\u00f3 kh\u1ea3 n\u0103ng ti\u1ebfp c\u1eadn tr\u1ef1c ti\u1ebfp v\u1edbi h\u00e0nh vi ng\u01b0\u1eddi ti\u00eau d\u00f9ng Indonesia v\u00e0 c\u00e1c l\u0129nh v\u1ef1c ng\u00e0nh, nh\u1eb1m t\u00ecm hi\u1ec3u c\u00e1ch VinFast \u0111ang \u0111\u01b0\u1ee3c th\u1ecb tr\u01b0\u1eddng \u0111\u00f3n nh\u1eadn c\u0169ng nh\u01b0 nh\u1eefng \u0111\u1ed9ng l\u1ef1c mang t\u00ednh c\u01a1 c\u1ea5u \u0111ang \u0111\u1ecbnh h\u00ecnh vi\u1ec7c ti\u1ebfp nh\u1eadn EV n\u00f3i chung. N\u1ed9i dung d\u01b0\u1edbi \u0111\u00e2y ph\u1ea3n \u00e1nh nh\u1eefng th\u00f4ng tin \u0111\u01b0\u1ee3c chia s\u1ebb trong cu\u1ed9c trao \u0111\u1ed5i \u0111\u00f3.<\/p>\n

\u201cCh\u00fang t\u00f4i tin r\u1eb1ng VinFast v\u1eabn c\u00f2n nhi\u1ec1u d\u01b0 \u0111\u1ecba \u0111\u1ec3 t\u0103ng tr\u01b0\u1edfng t\u1ea1i Indonesia, d\u00f9 hi\u1ec7n t\u1ea1i c\u00f4ng ty \u0111\u00e3 \u0111\u1ea1t m\u1ee5c ti\u00eau doanh s\u1ed1 k\u1ec3 t\u1eeb khi m\u1edf r\u1ed9ng sang th\u1ecb tr\u01b0\u1eddng n\u00e0y.
\n\u0110\u00e2y l\u00e0 th\u1eddi \u0111i\u1ec3m thu\u1eadn l\u1ee3i \u0111\u1ec3 c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t EV m\u1edf r\u1ed9ng th\u1ecb tr\u01b0\u1eddng, v\u00ec c\u00f3 m\u1ed9t s\u1ed1 y\u1ebfu t\u1ed1 th\u00fac \u0111\u1ea9y c\u00f3 th\u1ec3 khi\u1ebfn ng\u01b0\u1eddi d\u00e2n chuy\u1ec3n t\u1eeb \u00f4 t\u00f4 s\u1eed d\u1ee5ng \u0111\u1ed9ng c\u01a1 \u0111\u1ed1t trong (ICE) sang EV:<\/em><\/p>\n

\u2013 Xe \u0111i\u1ec7n (EV) \u0111\u00e3 \u0111\u01b0\u1ee3c \u0111\u00f3n nh\u1eadn r\u1ed9ng r\u00e3i, \u0111\u1eb7c bi\u1ec7t t\u1ea1i c\u00e1c th\u00e0nh ph\u1ed1 l\u1edbn. Hi\u1ec7n nay, nhi\u1ec1u ng\u01b0\u1eddi kh\u00f4ng c\u00f2n xem EV l\u00e0 l\u1ef1a ch\u1ecdn th\u1ee9 hai sau xe \u0111\u1ed9ng c\u01a1 \u0111\u1ed1t trong (ICE), m\u00e0 c\u0169ng \u0111ang c\u00e2n nh\u1eafc EV nh\u01b0 l\u1ef1a ch\u1ecdn h\u00e0ng \u0111\u1ea7u. C\u01a1 s\u1edf h\u1ea1 t\u1ea7ng s\u1ea1c c\u00f4ng c\u1ed9ng, ch\u1ee7 y\u1ebfu tr\u00ean \u0111\u1ea3o Java, \u0111\u00e3 ph\u00e1t tri\u1ec3n t\u1ed1t, v\u00ec v\u1eady m\u1ed1i lo ng\u1ea1i c\u1ee7a c\u00f4ng ch\u00fang v\u1ec1 s\u1ed1 l\u01b0\u1ee3ng tr\u1ea1m s\u1ea1c h\u1ea1n ch\u1ebf \u0111\u00e3 gi\u1ea3m \u0111\u00e1ng k\u1ec3 so v\u1edbi v\u00e0i n\u0103m tr\u01b0\u1edbc. T\u00ednh \u0111\u1ebfn th\u00e1ng 12 n\u0103m 2025, Indonesia c\u00f3 4.778 tr\u1ea1m s\u1ea1c c\u00f4ng c\u1ed9ng v\u00e0 \u0111\u1eb7t m\u1ee5c ti\u00eau \u0111\u1ea1t 192.253 tr\u1ea1m t\u1ea1i 3.099 \u0111\u1ecba \u0111i\u1ec3m v\u00e0o n\u0103m 2034. M\u1ee5c ti\u00eau n\u0103m 2034 d\u1ef1a tr\u00ean d\u1ef1 b\u00e1o s\u1ed1 l\u01b0\u1ee3ng xe \u0111i\u1ec7n 4 b\u00e1nh (4W EV) s\u1ebd \u0111\u1ea1t 2,8 tri\u1ec7u chi\u1ebfc trong n\u0103m \u0111\u00f3. <\/em>9<\/sup><\/p>\n

\u2013 T\u00ecnh tr\u1ea1ng giao th\u00f4ng v\u00e0o gi\u1edd cao \u0111i\u1ec3m t\u1ea1i th\u1ee7 \u0111\u00f4 Jakarta c\u1ee7a Indonesia \u0111\u01b0\u1ee3c \u0111i\u1ec1u ch\u1ec9nh b\u1edfi ch\u00ednh s\u00e1ch bi\u1ec3n s\u1ed1 ch\u1eb5n-l\u1ebb, theo \u0111\u00f3 ch\u1eef s\u1ed1 cu\u1ed1i tr\u00ean bi\u1ec3n s\u1ed1 xe ph\u1ea3i tr\u00f9ng v\u1edbi ng\u00e0y trong th\u00e1ng \u0111\u1ec3 x\u00e1c \u0111\u1ecbnh xe c\u00f3 \u0111\u01b0\u1ee3c ph\u00e9p \u0111i v\u00e0o c\u00e1c tuy\u1ebfn \u0111\u01b0\u1eddng ch\u00ednh c\u1ee7a Jakarta trong gi\u1edd cao \u0111i\u1ec3m hay kh\u00f4ng. Tuy nhi\u00ean, ch\u00ednh s\u00e1ch n\u00e0y kh\u00f4ng \u00e1p d\u1ee5ng cho EV, khi\u1ebfn nhi\u1ec1u ng\u01b0\u1eddi \u0111i l\u1ea1i h\u1eb1ng ng\u00e0y \u0111\u1ebfn Jakarta s\u1edf h\u1eefu EV nh\u1edd t\u00ednh linh ho\u1ea1t trong gi\u1edd cao \u0111i\u1ec3m.<\/em><\/p>\n

\u2013 T\u00ecnh h\u00ecnh cung \u1ee9ng nhi\u00ean li\u1ec7u b\u00e1n l\u1ebb t\u1ea1i Indonesia \u0111\u00e3 tr\u1edf n\u00ean b\u1ea5t \u1ed5n k\u1ec3 t\u1eeb n\u0103m ngo\u00e1i, do c\u00e1c doanh nghi\u1ec7p nhi\u00ean li\u1ec7u t\u01b0 nh\u00e2n \u0111\u00f4i khi b\u1ecb thi\u1ebfu ngu\u1ed3n cung<\/em>, trong khi nhi\u1ec1u ng\u01b0\u1eddi \u01b0a chu\u1ed9ng c\u00e1c nh\u00e0 b\u00e1n l\u1ebb nhi\u00ean li\u1ec7u t\u01b0 nh\u00e2n nh\u1edd d\u1ecbch v\u1ee5 t\u1ed1t v\u00e0 ch\u1ea5t l\u01b0\u1ee3ng s\u1ea3n ph\u1ea9m cao. Gi\u00e1 nhi\u00ean li\u1ec7u kh\u00f4ng tr\u1ee3 c\u1ea5p v\u00e0 d\u1ea7u diesel c\u0169ng t\u0103ng v\u1ecdt do xung \u0111\u1ed9t \u0111\u1ecba ch\u00ednh tr\u1ecb t\u1ea1i Trung \u0110\u00f4ng, c\u00e0ng l\u00e0m gia t\u0103ng g\u00e1nh n\u1eb7ng chi ph\u00ed nhi\u00ean li\u1ec7u c\u1ee7a ng\u01b0\u1eddi d\u00e2n. V\u00ec v\u1eady, EV \u0111\u00e3 tr\u1edf th\u00e0nh m\u1ed9t l\u1ef1a ch\u1ecdn h\u1ee3p l\u00fd h\u01a1n.<\/em><\/p>\n

\u2013 X\u00e9t v\u1ec1 gi\u00e1, VinFast thu\u1ed9c nh\u00f3m c\u00f3 t\u00ednh c\u1ea1nh tranh cao, mang l\u1ea1i gi\u00e1 tr\u1ecb l\u1edbn so v\u1edbi chi ph\u00ed b\u1ecf ra. So v\u1edbi xe ICE trong ph\u00e2n kh\u00fac gi\u00e1 th\u1ea5p \u0111\u1ebfn trung c\u1ea5p, EV \u1edf m\u1ee9c gi\u00e1 t\u01b0\u01a1ng \u0111\u01b0\u01a1ng th\u01b0\u1eddng c\u00f3 ch\u1ea5t l\u01b0\u1ee3ng ho\u00e0n thi\u1ec7n t\u1ed1t h\u01a1n v\u00e0 nhi\u1ec1u t\u00ednh n\u0103ng h\u01a1n, \u0111\u00e2y c\u0169ng l\u00e0 nh\u1eefng y\u1ebfu t\u1ed1 thu h\u00fat ch\u00ednh \u0111\u1ed1i v\u1edbi ng\u01b0\u1eddi ti\u00eau d\u00f9ng b\u00ean c\u1ea1nh chi ph\u00ed v\u1eadn h\u00e0nh v\u00e0 b\u1ea3o d\u01b0\u1ee1ng th\u1ea5p. M\u1ee9c gi\u00e1 c\u1ea1nh tranh c\u0169ng \u0111\u01b0\u1ee3c h\u1ed7 tr\u1ee3 b\u1edfi c\u00e1c ch\u00ednh s\u00e1ch \u01b0u \u0111\u00e3i c\u1ee7a ch\u00ednh ph\u1ee7.\u201d<\/em><\/p>\n

\u2014 Th\u00f4ng tin chi ti\u1ebft trung t\u00e2m<\/a><\/span>, m\u1ed9t c\u00f4ng ty nghi\u00ean c\u1ee9u th\u1ecb tr\u01b0\u1eddng Indonesia, theo trao \u0111\u1ed5i v\u1edbi B&Company.<\/p>\n

Nh\u1eadn \u0111\u1ecbnh n\u00e0y ph\u00f9 h\u1ee3p v\u1edbi quan s\u00e1t c\u1ee7a B&Company v\u1ec1 b\u1ee9c tranh EV trong khu v\u1ef1c: \u0110\u1ed1i v\u1edbi nhi\u1ec1u ng\u01b0\u1eddi d\u00e2n t\u1ea1i c\u00e1c th\u00e0nh ph\u1ed1 l\u1edbn \u1edf \u0110\u00f4ng Nam \u00c1, EV hi\u1ec7n l\u00e0 l\u1ef1a ch\u1ecdn mua h\u00e0ng \u0111\u1ea7u ch\u1ee9 kh\u00f4ng ph\u1ea3i ph\u01b0\u01a1ng \u00e1n d\u1ef1 ph\u00f2ng. T\u00ecnh tr\u1ea1ng b\u1ea5t \u1ed5n trong ngu\u1ed3n cung nhi\u00ean li\u1ec7u \u0111ang \u00e2m th\u1ea7m th\u00fac \u0111\u1ea9y s\u1ef1 chuy\u1ec3n d\u1ecbch n\u00e0y theo nh\u1eefng c\u00e1ch m\u00e0 d\u1eef li\u1ec7u t\u1ed5ng h\u1ee3p v\u1eabn ch\u01b0a ph\u1ea3n \u00e1nh \u0111\u01b0\u1ee3c. Ngo\u00e0i ra, trong ph\u00e2n kh\u00fac trung c\u1ea5p, gi\u00e1 tr\u1ecb so v\u1edbi chi ph\u00ed b\u1ecf ra l\u00e0 y\u1ebfu t\u1ed1 quy\u1ebft \u0111\u1ecbnh quan tr\u1ecdng h\u01a1n nhi\u1ec1u so v\u1edbi t\u00ednh th\u00e2n thi\u1ec7n v\u1edbi m\u00f4i tr\u01b0\u1eddng\u2014m\u1ed9t kh\u00e1c bi\u1ec7t s\u1ebd tr\u1ef1c ti\u1ebfp \u0111\u1ecbnh h\u00ecnh c\u00e1ch c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t \u0111\u1ecbnh v\u1ecb s\u1ea3n ph\u1ea9m v\u00e0 x\u00e2y d\u1ef1ng c\u00e1c g\u00f3i t\u00e0i ch\u00ednh.<\/p>\n

C\u00e1c c\u01a1 h\u1ed9i hi\u1ec7n h\u1eefu \u1edf \u0111\u00e2u<\/strong><\/h3>\n

Qu\u00e1 tr\u00ecnh chuy\u1ec3n d\u1ecbch sang EV t\u1ea1i \u0110\u00f4ng Nam \u00c1 kh\u00f4ng ch\u1ec9 t\u1ea1o ra m\u1ed9t c\u01a1 h\u1ed9i duy nh\u1ea5t; \u0111\u00e2y l\u00e0 m\u1ed9t nh\u00f3m c\u00e1c c\u01a1 h\u1ed9i th\u1ecb tr\u01b0\u1eddng li\u00ean k\u1ebft v\u1edbi nhau d\u1ecdc theo chu\u1ed7i gi\u00e1 tr\u1ecb. B\u1ea3ng d\u01b0\u1edbi \u0111\u00e2y ph\u00e2n \u0111\u1ecbnh c\u00e1c l\u0129nh v\u1ef1c c\u01a1 h\u1ed9i ch\u00ednh theo ph\u00e2n kh\u00fac v\u00e0 c\u00e1c th\u1ecb tr\u01b0\u1eddng d\u1eabn \u0111\u1ea7u:<\/p>\n

B\u1ea3ng 2: B\u1ea3n \u0111\u1ed3 c\u01a1 h\u1ed9i EV t\u1ea1i \u0110\u00f4ng Nam \u00c1 theo ph\u00e2n kh\u00fac (2025\u20132030)<\/strong><\/p>\n\n\n\n\n\n\n\n\n\n
Ph\u00e2n kh\u00fac c\u01a1 h\u1ed9i<\/strong><\/td>\nC\u00e1c th\u1ecb tr\u01b0\u1eddng tr\u1ecdng \u0111i\u1ec3m<\/strong><\/td>\nL\u00fd do gia nh\u1eadp th\u1ecb tr\u01b0\u1eddng<\/strong><\/td>\n<\/tr>\n
S\u1ea3n xu\u1ea5t v\u00e0 l\u1eafp r\u00e1p xe<\/em><\/td>\nIndonesia, Thailand, Vietnam<\/td>\nC\u00e1c y\u00eau c\u1ea7u n\u1ed9i \u0111\u1ecba t\u1ea1o \u0111i\u1ec1u ki\u1ec7n cho s\u1ea3n xu\u1ea5t trong n\u01b0\u1edbc<\/td>\n<\/tr>\n
C\u01a1 s\u1edf h\u1ea1 t\u1ea7ng s\u1ea1c EV<\/em><\/td>\nTo\u00e0n b\u1ed9 ASEAN-6: Indonesia, Malaysia, Philippines, Singapore, Thailand v\u00e0 Vietnam<\/td>\nT\u00ecnh tr\u1ea1ng thi\u1ebfu cung k\u00e9o d\u00e0i so v\u1edbi \u0111\u1ed9i xe EV \u0111ang t\u0103ng tr\u01b0\u1edfng, trong khi b\u1ed9 s\u1ea1c nhanh d\u00f2ng \u0111i\u1ec7n m\u1ed9t chi\u1ec1u (DC) \u0111ang nhanh ch\u00f3ng tr\u1edf th\u00e0nh ti\u00eau chu\u1ea9n m\u00e0 ng\u01b0\u1eddi ti\u00eau d\u00f9ng k\u1ef3 v\u1ecdng<\/td>\n<\/tr>\n
Chu\u1ed7i cung \u1ee9ng v\u00e0 v\u1eadt li\u1ec7u pin<\/em><\/td>\nIndonesia (gi\u00e0u nickel)<\/td>\nIndonesia n\u1eafm gi\u1eef kho\u1ea3ng 40% tr\u1eef l\u01b0\u1ee3ng niken to\u00e0n c\u1ea7u.<\/td>\n<\/tr>\n
\u0110i\u1ec7n kh\u00ed h\u00f3a \u0111\u1ed9i xe v\u00e0 d\u1ecbch v\u1ee5 g\u1ecdi xe<\/em><\/td>\nVietnam, Indonesia, Thailand<\/td>\n\u0110\u00f4 th\u1ecb h\u00f3a nhanh ch\u00f3ng; c\u00e1c quy \u0111\u1ecbnh c\u1ee7a ch\u00ednh ph\u1ee7 v\u1ec1 \u0111\u1ed9i xe xanh<\/td>\n<\/tr>\n
Xe hai b\u00e1nh ch\u1ea1y \u0111i\u1ec7n (xe tay ga \u0111i\u1ec7n)<\/em><\/td>\nIndonesia, Vietnam, Philippines<\/td>\nPh\u01b0\u01a1ng th\u1ee9c v\u1eadn t\u1ea3i ch\u1ee7 \u0111\u1ea1o tr\u00ean to\u00e0n \u0110\u00f4ng Nam \u00c1; m\u1ee9c gi\u00e1 th\u1ea5p h\u01a1n<\/td>\n<\/tr>\n
T\u00e0i ch\u00ednh v\u00e0 b\u1ea3o hi\u1ec3m cho EV<\/em><\/td>\nIndonesia, Thailand<\/td>\nC\u00e1c kho\u1ea3n vay mua EV v\u00e0 b\u1ea3o hi\u1ec3m pin l\u00e0 nh\u1eefng ph\u00e2n kh\u00fac m\u1edbi n\u1ed5i<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

T\u1ed5ng h\u1ee3p c\u1ee7a B&Company<\/em><\/p>\n

Ph\u1ea7n k\u1ebft lu\u1eadn<\/strong><\/h3>\n

Qu\u00e1 tr\u00ecnh chuy\u1ec3n d\u1ecbch sang EV t\u1ea1i \u0110\u00f4ng Nam \u00c1 kh\u00f4ng c\u00f2n l\u00e0 m\u1ed9t d\u1ef1 b\u00e1o; qu\u00e1 tr\u00ecnh n\u00e0y \u0111ang di\u1ec5n ra ngay l\u00fac n\u00e0y, v\u1edbi t\u1ed1c \u0111\u1ed9 v\u01b0\u1ee3t qua h\u1ea7u h\u1ebft c\u00e1c d\u1ef1 b\u00e1o th\u1ecb tr\u01b0\u1eddng. C\u00e1c ch\u00ednh ph\u1ee7 \u0111\u00e3 cam k\u1ebft, th\u00e1i \u0111\u1ed9 c\u1ee7a ng\u01b0\u1eddi ti\u00eau d\u00f9ng \u0111ang thay \u0111\u1ed5i, v\u00e0 nh\u1eefng doanh nghi\u1ec7p trong khu v\u1ef1c c\u00f3 s\u1ef1 k\u1ebft h\u1ee3p ph\u00f9 h\u1ee3p gi\u1eefa gi\u00e1 c\u1ea3, h\u1ec7 sinh th\u00e1i v\u00e0 hi\u1ec7n di\u1ec7n t\u1ea1i \u0111\u1ecba ph\u01b0\u01a1ng \u0111\u00e3 b\u1eaft \u0111\u1ea7u gi\u00e0nh \u0111\u01b0\u1ee3c th\u1ecb ph\u1ea7n.<\/p>\n

\u0110\u1ed1i v\u1edbi c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 v\u00e0 doanh nghi\u1ec7p gia nh\u1eadp th\u1ecb tr\u01b0\u1eddng, c\u01a1 h\u1ed9i \u0111ang m\u1edf ra nh\u01b0ng s\u1ebd kh\u00f4ng t\u1ed3n t\u1ea1i v\u00f4 th\u1eddi h\u1ea1n. Nh\u1eefng th\u1ecb tr\u01b0\u1eddng mang l\u1ea1i l\u1ee3i th\u1ebf cho c\u00e1c doanh nghi\u1ec7p \u0111i tr\u01b0\u1edbc\u2014Indonesia, Vietnam v\u00e0 Thailand\u2014c\u0169ng \u0111ang thu h\u00fat m\u1ee9c \u0111\u1ed9 c\u1ea1nh tranh cao nh\u1ea5t. Gia nh\u1eadp th\u1ecb tr\u01b0\u1eddng \u0111\u00f2i h\u1ecfi nhi\u1ec1u h\u01a1n v\u1ed1n \u0111\u1ea7u t\u01b0; \u0111i\u1ec1u \u0111\u00f3 \u0111\u00f2i h\u1ecfi s\u1ef1 am hi\u1ec3u t\u1eeb th\u1ef1c ti\u1ec5n v\u1ec1 nhu c\u1ea7u th\u1ef1c s\u1ef1 c\u1ee7a ng\u01b0\u1eddi ti\u00eau d\u00f9ng, c\u00e1ch c\u00e1c ch\u00ednh s\u00e1ch \u0111\u01b0\u1ee3c tri\u1ec3n khai v\u00e0 n\u01a1i c\u00f3 kho\u1ea3ng tr\u1ed1ng c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng l\u1edbn nh\u1ea5t.<\/p>\n

\u0110\u1ecdc th\u00eam<\/strong><\/h3>\n

C\u1eadp nh\u1eadt th\u1ecb tr\u01b0\u1eddng \u00f4 t\u00f4 v\u00e0 xe h\u01a1i Vi\u1ec7t Nam \u2013 Qu\u00fd 4 n\u0103m 2025<\/a><\/p><\/blockquote>\n