{"id":31917,"date":"2026-02-09T00:42:20","date_gmt":"2026-02-09T00:42:20","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/automotive-aluminium-extrusion-market-mordor\/"},"modified":"2026-10-09T19:27:50","modified_gmt":"2026-10-09T10:27:50","slug":"automotive-aluminium-extrusion-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/automotive-aluminium-extrusion-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc790\ub3d9\ucc28 \uc54c\ub8e8\ubbf8\ub284 \uc555\ucd9c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/automotive-aluminium-extrusion-market-1758888838109-major-players.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/automotive-aluminium-extrusion-market-size-image-1767018487001.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/li>\n<li class=\"toc-level-2\">1.2 \uc5f0\uad6c \ubc94\uc704<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">4. \uc2dc\uc7a5 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \uc2dc\uc7a5 \uac1c\uc694<\/li>\n<li class=\"toc-level-2\">4.2 \uc2dc\uc7a5 \ub3d9\uc778\n<ul>\n<li class=\"toc-level-3\">4.2.1 \ubbf8\uad6d, EU, \uc911\uad6d\uc758 \ucc28\ub7c9 Co\u2082 \ubc0f \uc5f0\ube44 \uc758\ubb34 \uaddc\uc815<\/li>\n<li class=\"toc-level-3\">4.2.2 \ubc30\ud130\ub9ac \uc5f4 \uad00\ub9ac \uc778\ud074\ub85c\uc800\uc5d0 \ubcf5\uc7a1\ud55c \uc911\uacf5 \uc555\ucd9c \ud544\uc694<\/li>\n<li class=\"toc-level-3\">4.2.3 1\ucc28 \uc555\ucd9c \uc0dd\uc0b0 \ub2a5\ub825\uc758 \uadfc\ud574\ud654 (USMCA, EU-CBAM)<\/li>\n<li class=\"toc-level-3\">4.2.4 EV \ubcf4\uae09\ub960 \uc99d\uac00\ub85c \uacbd\ub7c9 \ucc28\uccb4 \ucc44\ud0dd \uac00\uc18d\ud654<\/li>\n<li class=\"toc-level-3\">4.2.5 \ud3d0\uc1c4 \ub8e8\ud504 \uc555\ucd9c \ub77c\uc778\uc744 \ud1b5\ud55c \ube44\uc6a9 \uc808\uac10 \ubc0f \uc2a4\ud06c\ub7a9 \uc7ac\ud65c\uc6a9 \uc774\uc810<\/li>\n<li class=\"toc-level-3\">4.2.6 \ud504\ub9ac\ubbf8\uc5c4 EV\uc758 \uae30\uac00\uce90\uc2a4\ud305-\uc555\ucd9c \ud558\uc774\ube0c\ub9ac\ub4dc \uc100\uc2dc \uc544\ud0a4\ud14d\ucc98<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.3 \uc2dc\uc7a5 \uc81c\uc57d\n<ul>\n<li class=\"toc-level-3\">4.3.1 \ub300\ud615 EV \ud504\ub85c\ud30c\uc77c\uc6a9 35Mn \uc774\uc0c1 \ud504\ub808\uc2a4 \ub77c\uc778 \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.2 LME \uc54c\ub8e8\ubbf8\ub284 \uac00\uaca9 \ubcc0\ub3d9\uc131 \ubc0f \uacf5\uae09\ub9dd \ud22c\uae30<\/li>\n<li class=\"toc-level-3\">4.3.3 \ub0b4\uc7a5\uc7ac\uc6a9 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \ud50c\ub77c\uc2a4\ud2f1 \ubc0f CFRP \ub300\uccb4\uc7ac<\/li>\n<li class=\"toc-level-3\">4.3.4 EU-CBAM \ubc0f \uc9c0\uc5ed \ud0c4\uc18c\uc138 \uc804\uac00 \uc704\ud5d8<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \/ \uacf5\uae09\ub9dd \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.7.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58 (USD))<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uad6c\uc131 \uc694\uc18c \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ucc28\uccb4 \uad6c\uc870<\/li>\n<li class=\"toc-level-3\">5.1.2 \ucda9\ub3cc \uad00\ub9ac \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.1.3 \ubc30\ud130\ub9ac \uc778\ud074\ub85c\uc800 \ubc0f \uc5f4 \ubaa8\ub4c8<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc678\uc7a5 \ud2b8\ub9bc \ubc0f \ub8e8\ud504 \ub808\uc77c<\/li>\n<li class=\"toc-level-3\">5.1.5 \ub0b4\ubd80 \ubaa8\ub4c8<\/li>\n<li class=\"toc-level-3\">5.1.6 \uae30\ud0c0 \uad6c\uc131 \uc694\uc18c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ucc28\ub7c9 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc2b9\uc6a9\ucc28<\/li>\n<li class=\"toc-level-3\">5.2.2 \uacbd\uc0c1\uc6a9\ucc28<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc911\ud615 \ubc0f \ub300\ud615 \ud2b8\ub7ed<\/li>\n<li class=\"toc-level-3\">5.2.4 \ubc84\uc2a4 \ubc0f \ucf54\uce58<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ud569\uae08 \uc2dc\ub9ac\uc988\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 6xxx \uc5f4\ucc98\ub9ac \uac00\ub2a5<\/li>\n<li class=\"toc-level-3\">5.3.2 7xxx \uace0\uac15\ub3c4<\/li>\n<li class=\"toc-level-3\">5.3.3 5xxx \ube44\uc5f4\ucc98\ub9ac \uac00\ub2a5<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc2a4\uce78\ub4d0 \ubc0f \uc2e0\uc18c\uc7ac \ud569\uae08<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ud504\ub808\uc2a4 \uc6a9\ub7c9\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 15 MN \uc774\ud558<\/li>\n<li class=\"toc-level-3\">5.4.2 16\u201325 MN<\/li>\n<li class=\"toc-level-3\">5.4.3 26\u201335 MN<\/li>\n<li class=\"toc-level-3\">5.4.4 35 MN \ucd08\uacfc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \ubd81\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-4\">5.5.5.4 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.5.5.5 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.5.6 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, SWOT \ubd84\uc11d, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Constellium SE<\/li>\n<li class=\"toc-level-3\">6.4.2 Novelis Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 Norsk Hydro ASA<\/li>\n<li class=\"toc-level-3\">6.4.4 Kaiser Aluminum Corp.<\/li>\n<li class=\"toc-level-3\">6.4.5 UACJ Corp.<\/li>\n<li class=\"toc-level-3\">6.4.6 Arconic Corp.<\/li>\n<li class=\"toc-level-3\">6.4.7 Kobe Steel Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.8 Benteler International<\/li>\n<li class=\"toc-level-3\">6.4.9 Bonnell Aluminum<\/li>\n<li class=\"toc-level-3\">6.4.10 Hindalco Industries Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.11 Guangdong Hongtu<\/li>\n<li class=\"toc-level-3\">6.4.12 ETEM Automotive<\/li>\n<li class=\"toc-level-3\">6.4.13 Talco Aluminium Company<\/li>\n<li class=\"toc-level-3\">6.4.14 Gr\u00e4nges AB<\/li>\n<li class=\"toc-level-3\">6.4.15 Press-Metal Aluminium<\/li>\n<li class=\"toc-level-3\">6.4.16 Sapa Extrusions<\/li>\n<li class=\"toc-level-3\">6.4.17 Exlabesa<\/li>\n<li class=\"toc-level-3\">6.4.18 Walter Klein GmbH<\/li>\n<li class=\"toc-level-3\">6.4.19 Omnimax International<\/li>\n<li class=\"toc-level-3\">6.4.20 Innoval Technology<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">7. \uc2dc\uc7a5 \uae30\ud68c &amp; \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc790\ub3d9\ucc28 \uc54c\ub8e8\ubbf8\ub284 \uc555\ucd9c \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc9c0\ud45c<\/p>\n<p>\uc790\ub3d9\ucc28 \uc54c\ub8e8\ubbf8\ub284 \uc555\ucd9c \uc2dc\uc7a5\uc740 \uc804\uae30\ucc28(EV)\ub85c\uc758 \uc804\ud658 \uac00\uc18d\ud654\uc640 \ucc28\ub7c9 \uacbd\ub7c9\ud654 \uc694\uad6c \uc99d\ub300\uc5d0 \ud798\uc785\uc5b4 \uad04\ubaa9\ud560 \ub9cc\ud55c \uc131\uc7a5\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. Mordor Intelligence\uc758 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, \uc774 \uc2dc\uc7a5\uc740 2025\ub144 847\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 929\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud55c \ud6c4, \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 9.73%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70 2031\ub144\uc5d0\ub294 1,479\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uc790 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c \uc9c0\ubaa9\ub418\uc5c8\uc73c\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4. \ubcf8 \ubcf4\uace0\uc11c\ub294 \ubd80\ud488 \uc720\ud615, \ucc28\ub7c9 \uc720\ud615, \ud569\uae08 \uc2dc\ub9ac\uc988, \ud504\ub808\uc2a4 \uc6a9\ub7c9 \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \uc0c1\uc138\ud55c \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825<\/p>\n<p>*   \uc804\uae30\ucc28(EV) \ud50c\ub7ab\ud3fc\uc73c\ub85c\uc758 \uc804\ud658 \uac00\uc18d\ud654: \uc804\uae30\ucc28\ub294 \ubc30\ud130\ub9ac \ubb34\uac8c\ub97c \uc0c1\uc1c4\ud558\uace0 \uc8fc\ud589 \uac70\ub9ac\ub97c \uc720\uc9c0\ud558\uae30 \uc704\ud574 \ub0b4\uc5f0\uae30\uad00 \ucc28\ub7c9\ubcf4\ub2e4 \uc57d 20% \ub354 \ub9ce\uc740 \uad6c\uc870\uc6a9 \uc54c\ub8e8\ubbf8\ub284\uc744 \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \uc555\ucd9c \uc54c\ub8e8\ubbf8\ub284\uc740 \uacbd\ub7c9 \ucc28\uccb4 \uad6c\uc870, \ucda9\ub3cc \uc5d0\ub108\uc9c0 \ud761\uc218 \ub808\uc77c, \uace0\ud6a8\uc728 \ubc30\ud130\ub9ac \uc5f4 \uad00\ub9ac \uc778\ud074\ub85c\uc800 \ub4f1\uc5d0 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \ud14c\uc2ac\ub77c\uc758 \uae30\uac00\uce90\uc2a4\ud305(gigacasting) \ubc29\uc2dd \ub610\ud55c \ubcf4\uac15 \ub808\uc77c \ubc0f \uc811\ud569 \ub178\ub4dc\uc5d0 \uc815\ubc00 \uc555\ucd9c\uc7ac\ub97c \ud65c\uc6a9\ud558\uba70, \uc911\uc559 \uc9d1\uc911\uc2dd \uc2a4\ucf00\uc774\ud2b8\ubcf4\ub4dc \ubc30\ud130\ub9ac \ud329\uc740 \ub0c9\uac01 \ucc44\ub110, \uace0\uc804\uc555 \ucf00\uc774\ube14 \uac00\uc774\ub4dc, \uc5f4 \ucc28\ub2e8\uc7ac\ub97c \ud1b5\ud569\ud558\ub294 \uc911\uacf5 \ud504\ub85c\ud30c\uc77c\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \ubc30\ud130\ub9ac \uc5f4 \uad00\ub9ac \uc778\ud074\ub85c\uc800\uc758 \uc911\uc694\uc131 \uc99d\ub300: \ubc30\ud130\ub9ac \ud654\ud559 \ubb3c\uc9c8\uc774 \ub354 \uc881\uc740 \uc628\ub3c4 \ubc94\uc704 \ub0b4\uc5d0\uc11c \uc791\ub3d9\ud574\uc57c \ud568\uc5d0 \ub530\ub77c, \ub2e4\uc911 \ucc54\ubc84 \uc555\ucd9c\uc7ac\ub294 \uad6c\uc870\uc801 \uc7a5\ucc29\uacfc \uc561\uccb4 \ub0c9\uac01 \uacbd\ub85c\ub97c \ub2e8\uc77c \ubd80\ud488\uc73c\ub85c \uacb0\ud569\ud558\uc5ec \uc870\uc778\ud2b8 \ubc0f \ub204\ucd9c \uc9c0\uc810\uc744 \uc904\uc785\ub2c8\ub2e4. \ubbf8\ub798\uc758 \uc804\uace0\uccb4 \ubc30\ud130\ub9ac\ub294 \uc5f4\uc744 \uc9d1\uc911\uc2dc\ucf1c \ud310\uae08\uc73c\ub85c\ub294 \ucda9\uc871\ud560 \uc218 \uc5c6\ub294 \ub0c9\uac01 \uc694\uad6c \uc0ac\ud56d\uc744 \uc99d\ub300\uc2dc\ud0ac \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4 \uacf5\uae09\ub9dd \uc7ac\ud3b8(Near-Shoring): \ubbf8\uad6d-\uba55\uc2dc\ucf54-\uce90\ub098\ub2e4 \ud611\uc815(USMCA) \uaddc\uc815 \ubc0f EU \ud0c4\uc18c\uad6d\uacbd\uc870\uc815\uc81c\ub3c4(CBAM)\ub294 \uacf5\uae09\ub9dd\uc744 \uad6d\ub0b4 \ud504\ub808\uc2a4 \uc0dd\uc0b0 \ub2a5\ub825\uc73c\ub85c \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc0b0 \uc555\ucd9c\uc7ac\uc5d0 \ub300\ud55c \ubbf8\uad6d\uc758 \ubc18\ub364\ud551 \uad00\uc138\ub294 \ubd81\ubbf8 \uc9c0\uc5ed\uc758 \ud22c\uc790 \uc99d\uac00\ub97c \ucd09\uc9c4\ud588\uc73c\uba70, EU-CBAM\uc740 \uc800\ud0c4\uc18c \uc218\ub825 \ubc1c\uc804 \uc81c\ub828\uc18c\uc5d0 \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud558\uc5ec \uc870\ub2ec \uacb0\uc815\uc744 \ubcc0\ud654\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud0c4\uc18c \ubc30\ucd9c \ubc0f \uc5f0\ube44 \uaddc\uc81c \uac15\ud654: \ubbf8\uad6d(2026\ub144\uae4c\uc9c0 40.4mpg), EU(2025\ub144 95g CO\u2082\/km, 2035\ub144\uae4c\uc9c0 \uac70\uc758 \uc81c\ub85c \ubc30\ucd9c), \uc911\uad6d(\uc774\uc911 \ud06c\ub808\ub527 \uc2dc\uc2a4\ud15c)\uc758 \uc5c4\uaca9\ud55c \uaddc\uc81c\ub294 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uac00 \ubc30\ud130\ub9ac \ubb34\uac8c\ub97c \uc0c1\uc1c4\ud558\uace0 \ubc8c\uae08\uc744 \ud53c\ud558\uae30 \uc704\ud574 \uacbd\ub7c9 \uc18c\uc7ac\ub97c \ucc44\ud0dd\ud558\ub3c4\ub85d \uac15\uc81c\ud569\ub2c8\ub2e4. \uc555\ucd9c \uc54c\ub8e8\ubbf8\ub284\uc740 \uc785\uc99d\ub41c \uc7ac\ud65c\uc6a9\uc131, \uc131\uc219\ud55c \ucda9\ub3cc \uc131\ub2a5 \ub370\uc774\ud130, \ud655\uc7a5 \uac00\ub2a5\ud55c \uc0dd\uc0b0 \ub2a5\ub825\uc73c\ub85c \ub2e4\ub978 \uacbd\ub7c9\ud654 \uc635\uc158\ubcf4\ub2e4 \uc6b0\uc704\ub97c \uc810\ud569\ub2c8\ub2e4.<br \/>\n*   \ud569\uae08 \uae30\uc220 \ubc0f \ud504\ub808\uc2a4 \uae30\uc220 \ubc1c\uc804: \ud569\uae08 \ud654\ud559 \ubc0f \ud504\ub808\uc2a4 \uae30\uc220\uc758 \uc9c0\uc18d\uc801\uc778 \uac1c\uc120\uc740 \ubcf5\uc7a1\ud55c \uc911\uacf5 \ud504\ub85c\ud30c\uc77c\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \uad6c\uc870\uc801 \ubb34\uacb0\uc131\uc744 \ud76c\uc0dd\ud558\uc9c0 \uc54a\uace0\ub3c4 \ucc28\ub7c9 \uc911\ub7c9\uc744 \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \uc131\uc7a5 \uc800\ud574 \uc694\uc778<\/p>\n<p>*   35MN \ucd08\uacfc \ub300\ud615 \ud504\ub808\uc2a4 \ub77c\uc778\uc758 \ubd80\uc871: 35MN\uc744 \ucd08\uacfc\ud558\ub294 \ud504\ub808\uc2a4\ub294 \uc124\uce58\ub41c \uc790\ub3d9\ucc28 \uc0dd\uc0b0 \ub2a5\ub825\uc758 5\ubd84\uc758 1 \ubbf8\ub9cc\uc744 \ucc28\uc9c0\ud558\uc9c0\ub9cc, EV \uc2a4\ucf00\uc774\ud2b8\ubcf4\ub4dc \ud504\ub808\uc784 \ubc0f \ubc30\ud130\ub9ac \uc778\ud074\ub85c\uc800\uc640 \uac19\uc740 \ub300\ud615 EV \ud504\ub85c\ud30c\uc77c\uc5d0\ub294 \uc774\ub7ec\ud55c \uae30\uacc4\uac00 \uc81c\uacf5\ud558\ub294 \ud655\uc7a5\ub41c \uc120\ud615 \uae38\uc774\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. \uace0\uc6a9\ub7c9 \ub77c\uc778 \ud558\ub098\ub294 5\ucc9c\ub9cc~1\uc5b5 \ub2ec\ub7ec\uc758 \ube44\uc6a9\uc774 \ub4e4\uace0 \uc8fc\ubb38\ubd80\ud130 \uac00\ub3d9\uae4c\uc9c0 \ucd5c\ub300 3\ub144\uc774 \uc18c\uc694\ub418\uc5b4 \uacf5\uae09 \ub300\uc751\uc744 \ub2a6\ucda5\ub2c8\ub2e4.<br \/>\n**   \ub192\uc740 \uc7ac\ub8cc \ubc0f \uac00\uacf5 \ube44\uc6a9: \uc54c\ub8e8\ubbf8\ub284 \uc555\ucd9c \ubd80\ud488\uc740 \uac15\ucca0 \ubd80\ud488\uc5d0 \ube44\ud574 \uc7ac\ub8cc\ube44\uac00 \ub192\uace0, \ud2b9\uc218 \uc6a9\uc811 \ubc0f \uc811\ud569 \uae30\uc220\uc774 \ud544\uc694\ud558\uc5ec \uc804\uccb4 \uc0dd\uc0b0 \ube44\uc6a9\uc774 \uc99d\uac00\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub2e4\ub978 \uacbd\ub7c9 \uc18c\uc7ac\uc640\uc758 \uacbd\uc7c1: \ud0c4\uc18c \uc12c\uc720 \ubcf5\ud569\uc7ac, \ub9c8\uadf8\ub124\uc298 \ud569\uae08, \uace0\uc7a5\ub825\uac15 \ub4f1 \ub2e4\ub978 \uacbd\ub7c9 \uc18c\uc7ac\ub4e4\ub3c4 \uc790\ub3d9\ucc28 \uc0b0\uc5c5\uc5d0\uc11c \uacbd\uc7c1\uc801\uc73c\ub85c \ucc44\ud0dd\ub418\uace0 \uc788\uc5b4, \uc54c\ub8e8\ubbf8\ub284 \uc555\ucd9c\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728 \ud655\ub300\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc218\ub9ac \ubc0f \ubcf4\ud5d8 \ube44\uc6a9 \uc99d\uac00 \uc6b0\ub824: \uc54c\ub8e8\ubbf8\ub284 \ucc28\uccb4\ub294 \uac15\ucca0 \ucc28\uccb4\uc5d0 \ube44\ud574 \uc218\ub9ac \ube44\uc6a9\uc774 \ub354 \ub192\uace0 \uc804\ubb38\uc801\uc778 \uae30\uc220\uc744 \uc694\uad6c\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc544, \uc18c\ube44\uc790\ub4e4\uc758 \ubcf4\ud5d8\ub8cc \ubd80\ub2f4 \uc99d\uac00\uc5d0 \ub300\ud55c \uc6b0\ub824\uac00 \uc874\uc7ac\ud569\ub2c8\ub2e4. \uc774\ub294 \uc54c\ub8e8\ubbf8\ub284 \ucc44\ud0dd\uc744 \uc8fc\uc800\ud558\uac8c \ub9cc\ub4dc\ub294 \uc694\uc778\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \uc790\ub3d9\ucc28 \uc54c\ub8e8\ubbf8\ub284 \uc555\ucd9c \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc54c\ub8e8\ubbf8\ub284 \uc555\ucd9c\uc740 \ub2e4\uc774 \ud3ec\uc2a4\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc7ac\ub8cc\ub97c \uc131\ud615\ud558\ub294 \uacf5\uc815\uc73c\ub85c, \uc790\ub3d9\ucc28 \uad6c\uc870 \ubc0f \ubd80\ud488\uc5d0 \ub3c5\ud2b9\ud55c \ub514\uc790\uc778\uacfc \ub2e4\uc591\ud55c \ud615\ud0dc\ub97c \uad6c\ud604\ud558\ub294 \ub370 \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8\ub294 2026\ub144 929\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 1,479\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 9.73%\uc5d0 \ub2ec\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \ubbf8\uad6d, EU, \uc911\uad6d\uc758 \ucc28\ub7c9 CO\u2082 \ubc0f \uc5f0\ube44 \uaddc\uc81c \uac15\ud654, \ubc30\ud130\ub9ac \uc5f4 \uad00\ub9ac \uc778\ud074\ub85c\uc800\uc5d0 \ud544\uc694\ud55c \ubcf5\uc7a1\ud55c \uc911\uacf5 \uc555\ucd9c \uae30\uc220, Tier-1 \uc555\ucd9c \uc0dd\uc0b0 \ub2a5\ub825\uc758 \ub2c8\uc5b4\uc1fc\uc5b4\ub9c1(USMCA, EU-CBAM), \uc804\uae30\ucc28(EV) \ubcf4\uae09 \uac00\uc18d\ud654\uc5d0 \ub530\ub978 \uacbd\ub7c9 \ucc28\uccb4(Body-in-White) \ucc44\ud0dd \uc99d\uac00, \ud3d0\uc1c4 \ub8e8\ud504 \uc555\ucd9c \ub77c\uc778\uc744 \ud1b5\ud55c \ube44\uc6a9 \uc808\uac10 \ubc0f \uc2a4\ud06c\ub7a9 \uc7ac\ud65c\uc6a9 \uc774\uc810, \uadf8\ub9ac\uace0 \ud504\ub9ac\ubbf8\uc5c4 EV\uc758 \uae30\uac00\uce90\uc2a4\ud305-\uc555\ucd9c \ud558\uc774\ube0c\ub9ac\ub4dc \uc100\uc2dc \uc544\ud0a4\ud14d\ucc98 \ub3c4\uc785 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 \ub300\ud615 EV \ud504\ub85c\ud30c\uc77c \uc0dd\uc0b0\uc744 \uc704\ud55c 35MN \uc774\uc0c1 \ud504\ub808\uc2a4 \ub77c\uc778\uc758 \ud76c\uc18c\uc131, LME \uc54c\ub8e8\ubbf8\ub284 \uac00\uaca9 \ubcc0\ub3d9\uc131 \ubc0f \uacf5\uae09\ub9dd \ud22c\uae30, \uc778\ud14c\ub9ac\uc5b4 \ubd80\ud488\uc5d0 \ub300\ud55c \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \ud50c\ub77c\uc2a4\ud2f1 \ubc0f \ud0c4\uc18c\uc12c\uc720\uac15\ud654\ud50c\ub77c\uc2a4\ud2f1(CFRP) \ub300\uccb4\uc7ac\uc758 \uc704\ud611, \uadf8\ub9ac\uace0 EU-CBAM \ubc0f \uc9c0\uc5ed \ud0c4\uc18c\uc138 \uc804\uac00 \uc704\ud5d8 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \uad6c\uc131 \uc694\uc18c \uc720\ud615(\ucc28\uccb4 \uad6c\uc870, \ucda9\ub3cc \uad00\ub9ac \uc2dc\uc2a4\ud15c, \ubc30\ud130\ub9ac \uc778\ud074\ub85c\uc800 \ubc0f \uc5f4 \ubaa8\ub4c8, \uc678\uc7a5 \ud2b8\ub9bc \ubc0f \ub8e8\ud504 \ub808\uc77c, \uc778\ud14c\ub9ac\uc5b4 \ubaa8\ub4c8 \ub4f1), \ucc28\ub7c9 \uc720\ud615(\uc2b9\uc6a9\ucc28, \uacbd\uc0c1\uc6a9\ucc28, \uc911\ub300\ud615 \ud2b8\ub7ed, \ubc84\uc2a4 \ubc0f \ucf54\uce58), \ud569\uae08 \uc2dc\ub9ac\uc988(6xxx \uc5f4\ucc98\ub9ac \uac00\ub2a5, 7xxx \uace0\uac15\ub3c4, 5xxx \ube44\uc5f4\ucc98\ub9ac \uac00\ub2a5, \uc2a4\uce78\ub4d0 \ubc0f \uc2e0\uaddc \ud569\uae08), \ud504\ub808\uc2a4 \uc6a9\ub7c9(15MN \uc774\ud558, 16-25MN, 26-35MN, 35MN \ucd08\uacfc), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub429\ub2c8\ub2e4.<\/p>\n<p>\ud2b9\ud788, \ucc28\uccb4 \uad6c\uc870 \ubd80\ud488\uc774 \uac00\uc7a5 \ud070 \ub9e4\ucd9c \ube44\uc911(37.21%)\uc744 \ucc28\uc9c0\ud558\uba70, \ubc30\ud130\ub9ac \uc778\ud074\ub85c\uc800\uac00 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ubd80\ubb38\uc785\ub2c8\ub2e4. \ud569\uae08 \uc2dc\ub9ac\uc988 \uc911\uc5d0\uc11c\ub294 7xxx \uacc4\uc5f4 \ud569\uae08\uc774 9.86%\uc758 CAGR\ub85c \ub192\uc740 \uc131\uc7a5\uc138\ub97c \ubcf4\uc774\uba70, \uc774\ub294 6xxx\ubcf4\ub2e4 \ub192\uc740 \ud56d\ubcf5 \uac15\ub3c4\ub97c \uc81c\uacf5\ud558\uc5ec \ucda9\ub3cc\uc5d0 \uc911\uc694\ud55c EV \uad6c\uc870\uc5d0\uc11c \ub354 \uc587\uc740 \ubcbd\uacfc \uacbd\ub7c9\ud654\ub97c \uac00\ub2a5\ud558\uac8c \ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \uae00\ub85c\ubc8c \uc218\uc694\uc758 39.55%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc73c\uba70, 2031\ub144\uae4c\uc9c0 9.83%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud504\ub808\uc2a4 \uc6a9\ub7c9 \uce21\uba74\uc5d0\uc11c\ub294 35MN\uc744 \ucd08\uacfc\ud558\ub294 \ud504\ub808\uc2a4 \ub77c\uc778\uc774 \uc804\uccb4 \uc124\uce58\ub41c \ud504\ub808\uc2a4\uc758 15% \ubbf8\ub9cc\uc5d0 \ubd88\uacfc\ud558\uc5ec, \uace0\uc6a9\ub7c9 \ub77c\uc778\uc744 \ubcf4\uc720\ud55c \uacf5\uae09\uc5c5\uccb4\ub294 \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uc744 \ucc45\uc815\ud558\uace0 \uc7a5\uae30 OEM \uacc4\uc57d\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d \ubc0f \ud68c\uc0ac \ud504\ub85c\ud544(Constellium SE, Novelis Inc., Norsk Hydro ASA \ub4f1)\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \ucd5c\uadfc Novelis, Hydro, Hindalco\ub294 EV \uc218\uc694 \uac00\uc18d\ud654\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 \ub300\uaddc\ubaa8 \ud504\ub808\uc2a4 \ubc0f \ud1b5\ud569 \uc7ac\ud65c\uc6a9 \uc2dc\uc124\uc744 \ucd94\uac00\ud558\ub294 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ud655\uc7a5\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud1b5\ud574, \uc790\ub3d9\ucc28 \uc54c\ub8e8\ubbf8\ub284 \uc555\ucd9c \uc2dc\uc7a5\uc758 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uacfc \uc8fc\uc694 \ub3d9\uc778, \uc81c\uc57d \uc694\uc778 \ubc0f \uacbd\uc7c1 \ud658\uacbd\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \uc774\ud574\ub97c 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