{"id":42808,"date":"2026-02-14T09:31:44","date_gmt":"2026-02-14T09:31:44","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/wind-turbine-composite-materials-market-mordor\/"},"modified":"2026-09-11T17:15:06","modified_gmt":"2026-09-11T08:15:06","slug":"wind-turbine-composite-materials-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/wind-turbine-composite-materials-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud48d\ub825 \ud130\ube48 \ubcf5\ud569 \uc7ac\ub8cc \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026\ub144 &#8211; 2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/wind-turbine-composite-materials-market-1752045349363-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\/wind-turbine-composite-materials-market-size-image-1770828741485.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 \ud604\ud669<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \uc2dc\uc7a5 \ub3d9\uc778\n<ul>\n<li class=\"toc-level-3\">4.1.1 \uc721\uc0c1 \ubc0f \ud574\uc0c1 \ud130\ube48 \uc6a9\ub7c9 \uc99d\uac00\ub85c \ub354 \uac00\ubccd\uace0 \uae34 \ube14\ub808\uc774\ub4dc\uc5d0 \ub300\ud55c \ud544\uc694\uc131 \uc99d\ub300<\/li>\n<li class=\"toc-level-3\">4.1.2 \uc815\ubd80\uc758 \ud0c8\ud0c4\uc18c\ud654 \ubaa9\ud45c \ubc0f CFD \uacbd\ub9e4\uac00 \ud48d\ub825 \uc5d0\ub108\uc9c0 \uac1c\ubc1c\uc744 \uac00\uc18d\ud654<\/li>\n<li class=\"toc-level-3\">4.1.3 \ube44\uc6a9 \uc808\uac10\ud615 \ud3f4\ub9ac\uc6b0\ub808\ud0c4 \uc8fc\uc785 \uc218\uc9c0\uac00 \uc0ac\uc774\ud074 \ud0c0\uc784 \ub2e8\ucd95<\/li>\n<li class=\"toc-level-3\">4.1.4 \ubc14\uc774\uc624 \uae30\ubc18\/\uc7ac\ud65c\uc6a9 \uac00\ub2a5\ud55c \uc5f4\uac00\uc18c\uc131 \uc2dc\uc2a4\ud15c\uc774 ESG \uae08\uc735\uc744 \uac00\ub2a5\ud558\uac8c \ud568<\/li>\n<li class=\"toc-level-3\">4.1.5 \uc2a4\ub9c8\ud2b8 \uc9c1\ubb3c\uacfc \ud638\ud658\ub418\ub294 \ubcf5\ud569\uc7ac\uac00 \ube14\ub808\uc774\ub4dc\uc758 \ub514\uc9c0\ud138 \ud2b8\uc704\ub2dd\uc744 \ucd09\uc9c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.2 \uc2dc\uc7a5 \uc81c\uc57d\n<ul>\n<li class=\"toc-level-3\">4.2.1 \ud0c4\uc18c\uc12c\uc720 \uac00\uaca9 \ubc0f \uacf5\uae09 \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.2.2 \ubcf5\ud569\uc7ac\uc5d0 \ub300\ud55c BPA \ubc0f \uc2a4\ud2f0\ub80c \ubc30\ucd9c \uc81c\ud55c \uc608\uc815<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc2e0\ud765 \ud5c8\ube0c\uc758 \uace0\uae09 \uc8fc\uc785 \uacf5\uc815 \uc219\ub828 \ub178\ub3d9\ub825 \ubd80\uc871<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.3 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.4 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.4.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.4.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.4.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.4.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.4.5 \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)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc12c\uc720 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc720\ub9ac \uc12c\uc720<\/li>\n<li class=\"toc-level-3\">5.1.2 \ud0c4\uc18c \uc12c\uc720<\/li>\n<li class=\"toc-level-3\">5.1.3 \ucc9c\uc5f0\/\ud558\uc774\ube0c\ub9ac\ub4dc \uc12c\uc720<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc218\uc9c0 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc5d0\ud3ed\uc2dc<\/li>\n<li class=\"toc-level-3\">5.2.2 \ud3f4\ub9ac\uc5d0\uc2a4\ud130\/\ube44\ub2d0 \uc5d0\uc2a4\ud130<\/li>\n<li class=\"toc-level-3\">5.2.3 \ud3f4\ub9ac\uc6b0\ub808\ud0c4<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc5f4\uac00\uc18c\uc131 \uc218\uc9c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc9c4\uacf5 \uc8fc\uc785<\/li>\n<li class=\"toc-level-3\">5.3.2 \ud504\ub9ac\ud504\ub808\uadf8<\/li>\n<li class=\"toc-level-3\">5.3.3 \ud578\ub4dc \ub808\uc774\uc5c5<\/li>\n<li class=\"toc-level-3\">5.3.4 \ud544\ub77c\uba58\ud2b8 \uc640\uc778\ub529 \/ \uc778\ubc1c \uc131\ud615<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc751\uc6a9 \ubd84\uc57c\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ud48d\ub825 \ube14\ub808\uc774\ub4dc<\/li>\n<li class=\"toc-level-3\">5.4.2 \ub098\uc140 \ubc0f \ub178\uc988 \ucf58<\/li>\n<li class=\"toc-level-3\">5.4.3 \ud5c8\ube0c, \ucee4\ubc84 \ubc0f \ubcf4\uc870 \ubd80\ud488<\/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 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\n<ul>\n<li class=\"toc-level-4\">5.5.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.1.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.5 \uc544\uc138\uc548<\/li>\n<li class=\"toc-level-4\">5.5.1.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.2 \ubd81\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.5.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \uba55\uc2dc\ucf54<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd\n<ul>\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 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.4 \ub0a8\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.5.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\n<ul>\n<li class=\"toc-level-4\">5.5.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \ub0a8\uc544\ud504\ub9ac\uce74<\/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 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/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 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.2 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.3 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc0ac\uc6a9 \uac00\ub2a5\ud55c \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.3.1 AVIC \ud6c4\uc774\ud145 \ud48d\ub825<\/li>\n<li class=\"toc-level-3\">6.3.2 BASF<\/li>\n<li class=\"toc-level-3\">6.3.3 China Jushi Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.3.4 Covestro AG<\/li>\n<li class=\"toc-level-3\">6.3.5 Exel Composites<\/li>\n<li class=\"toc-level-3\">6.3.6 Gurit Holding AG<\/li>\n<li class=\"toc-level-3\">6.3.7 Hexcel Corporation<\/li>\n<li class=\"toc-level-3\">6.3.8 INCA Renewtech<\/li>\n<li class=\"toc-level-3\">6.3.9 Lianyungang Zhongfu Lianzhong Composite Material Group Co., Ltd<\/li>\n<li class=\"toc-level-3\">6.3.10 LM WIND POWER<\/li>\n<li class=\"toc-level-3\">6.3.11 Molded Fiber Glass Companies<\/li>\n<li class=\"toc-level-3\">6.3.12 Owens Corning<\/li>\n<li class=\"toc-level-3\">6.3.13 Reliance Industries Limited<\/li>\n<li class=\"toc-level-3\">6.3.14 SGL Carbon<\/li>\n<li class=\"toc-level-3\">6.3.15 Siemens AG<\/li>\n<li class=\"toc-level-3\">6.3.16 Sinoma Science &amp; Technology Co.,Ltd.<\/li>\n<li class=\"toc-level-3\">6.3.17 Teijin Limited<\/li>\n<li class=\"toc-level-3\">6.3.18 TORAY INDUSTRIES, INC.<\/li>\n<li class=\"toc-level-3\">6.3.19 TPI Composites<\/li>\n<li class=\"toc-level-3\">6.3.20 Vestas<\/li>\n<li class=\"toc-level-3\">6.3.21 Zhongfu Lianzhong Group<\/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 \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ud48d\ub825 \ud130\ube48 \ubcf5\ud569\uc7ac\ub8cc \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031)<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694<\/p>\n<p>\ud48d\ub825 \ud130\ube48 \ubcf5\ud569\uc7ac\ub8cc \uc2dc\uc7a5\uc740 2026\ub144 142\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 191\uc5b5 1\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) 6.02%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 100m \uc774\uc0c1\uc758 \ube14\ub808\uc774\ub4dc \ucc44\ud0dd \ud655\ub300, \uacbd\ub7c9 \uc720\ub9ac\uc12c\uc720, \ud0c4\uc18c\uc12c\uc720 \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \uc12c\uc720 \uad6c\uc870\uc758 \uc9c0\uc6d0, \uadf8\ub9ac\uace0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \ubc0f \uc720\ub7fd \uc9c0\uc5ed\uc758 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub85c \uc778\ud574 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, \uc601\uad6d \uc815\ubd80\uc758 \ucc28\uc561\uacc4\uc57d(CfD) \uc608\uc0b0\uacfc \uc911\uad6d\uc758 2024\ub144 117GW \uc2e0\uaddc \uc124\uce58\uc640 \uac19\uc740 \uc815\ucc45\uc801 \uc778\uc13c\ud2f0\ube0c\ub294 \uc2dc\uc7a5\uc758 \ub2e4\ub144\uac04 \uc8fc\ubb38 \uac00\uc2dc\uc131\uc744 \ud655\ubcf4\ud558\uace0 \ud48d\ub825 \ud130\ube48 \ubcf5\ud569\uc7ac\ub8cc \uc2dc\uc7a5 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc790\ub3d9\ud654 \ubc0f \uc218\uc9c1 \ud1b5\ud569 \uc804\ub7b5\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc9c0\ud45c (Mordor Intelligence)<\/p>\n<p>*   \uc870\uc0ac \uae30\uac04: 2020\ub144 \u2013 2031\ub144<br \/>\n*   2026\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 142\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   2031\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 191\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   \uc131\uc7a5\ub960 (2026\ub144 \u2013 2031\ub144): \uc5f0\ud3c9\uade0 6.02%<br \/>\n*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uac00\uc7a5 \ud070 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \uc911\uac04<br \/>\n*   \uc8fc\uc694 \uae30\uc5c5: LM WIND POWER, Siemens AG, TPI Composites, Vestas, Zhongfu Lianzhong Group (\uc21c\uc11c \ubb34\uad00)<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \uc12c\uc720 \uc720\ud615\ubcc4: \uc720\ub9ac\uc12c\uc720\ub294 2025\ub144 \ud48d\ub825 \ud130\ube48 \ubcf5\ud569\uc7ac\ub8cc \uc2dc\uc7a5 \uc810\uc720\uc728 71.10%\ub85c \uc120\ub450\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ud0c4\uc18c\uc12c\uc720\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 6.85%\ub85c \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc218\uc9c0 \uc720\ud615\ubcc4: \uc5d0\ud3ed\uc2dc\ub294 2025\ub144 \ub9e4\ucd9c \uc810\uc720\uc728 34.40%\ub97c \uae30\ub85d\ud588\uc73c\uba70, \ud3f4\ub9ac\uc5d0\uc2a4\ud130\/\ube44\ub2d0 \uc5d0\uc2a4\ud130 \uc2dc\uc2a4\ud15c\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 7.12%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uae30\uc220\ubcc4: \uc9c4\uacf5 \uc8fc\uc785(Vacuum Infusion)\uc740 2025\ub144 \ud48d\ub825 \ud130\ube48 \ubcf5\ud569\uc7ac\ub8cc \uc2dc\uc7a5\uc758 45.30%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ud504\ub9ac\ud504\ub808\uadf8(Prepreg) \uacf5\uc815\uc740 \uc5f0\ud3c9\uade0 7.38%\ub85c \uac00\uc7a5 \uac15\ub825\ud55c \uc131\uc7a5\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc801\uc6a9 \ubd84\uc57c\ubcc4: \ud48d\ub825 \ube14\ub808\uc774\ub4dc\ub294 2025\ub144 \ud48d\ub825 \ud130\ube48 \ubcf5\ud569\uc7ac\ub8cc \uc2dc\uc7a5 \uaddc\ubaa8\uc758 74.20%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc5f0\ud3c9\uade0 7.14%\ub85c \ud655\uc7a5\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc740 2025\ub144 \ub9e4\ucd9c\uc758 46.10%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 6.72%\ub85c \uac00\uc7a5 \ub192\uc740 \uc9c0\uc5ed \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ud48d\ub825 \ud130\ube48 \ubcf5\ud569\uc7ac\ub8cc \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>1. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825<\/p>\n<p>*   \uc721\uc0c1 \ubc0f \ud574\uc0c1 \ud130\ube48 \uc6a9\ub7c9 \uc99d\uac00: \ud604\uc7ac \ud574\uc0c1 \ud130\ube48 \uc815\uaca9\uc740 15MW\ub97c \ucd08\uacfc\ud558\uace0 \ube14\ub808\uc774\ub4dc \uae38\uc774\ub294 115m\ub97c \ub118\uc5b4\uc11c\uba74\uc11c, \ucca8\ub2e8 \ubcf5\ud569\uc7ac\ub8cc\ub9cc\uc774 \uacac\ub51c \uc218 \uc788\ub294 \uad6c\uc870\uc801 \ud558\uc911\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Vestas\uc758 V236-15 MW \ud50c\ub7ab\ud3fc\uc5d0 \uc0ac\uc6a9\ub418\ub294 115.5m \ube14\ub808\uc774\ub4dc\uc640 Siemens Gamesa\uc758 21.5MW \ud504\ub85c\ud1a0\ud0c0\uc785\uc740 \ud130\ube48\ub2f9 \ubcf5\ud569\uc7ac\ub8cc \uc0ac\uc6a9\ub7c9\uc744 \ub298\ub9ac\uace0 \uac15\uc131\uacfc \ud53c\ub85c \uc800\ud56d\uc744 \uc704\ud55c \uacbd\ub7c9 \ud0c4\uc18c \uac15\ud654 \uc2a4\ud30c \ucea1\uc744 \uc694\uad6c\ud558\ub294 \uaddc\ubaa8 \ud655\uc7a5\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc601\uad6d\uc758 2030\ub144\uae4c\uc9c0 \ud574\uc0c1 \ud48d\ub825 \uc6a9\ub7c9 50GW \ubaa9\ud45c\ub294 \ubd80\uc2dd\uc131 \ud574\uc591 \ud658\uacbd\uc5d0\uc11c 25\ub144 \uc124\uacc4 \uc218\uba85\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\ub294 \uace0\uc131\ub2a5 \ub77c\ubbf8\ub124\uc774\ud2b8 \uc2dc\uc2a4\ud15c\uc5d0 \ub300\ud55c \uc7a5\uae30\uc801\uc778 \uc218\uc694\ub97c \ud655\uace0\ud788 \ud569\ub2c8\ub2e4.<br \/>\n*   \uc815\ubd80\uc758 \ud0c8\ud0c4\uc18c\ud654 \ubaa9\ud45c \ubc0f CfD \uacbd\ub9e4: \uc601\uad6d\uc758 \ud574\uc0c1 \ud48d\ub825 \uc804\uc6a9 12\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 CfD \ub77c\uc6b4\ub4dc\uc640 \uc911\uad6d\uc758 2024\ub144 \uae30\ub85d\uc801\uc778 117GW \ud48d\ub825 \ubc1c\uc804 \uc124\ube44\uc640 \uac19\uc740 \uc9c0\uc6d0 \uc815\ucc45\uc740 \ub2e4\uae30\uac00\uc640\ud2b8 \uaddc\ubaa8\uc758 \uacbd\ub9e4 \ud30c\uc774\ud504\ub77c\uc778\uc744 \ud655\ubcf4\ud558\uace0 \uc0c8\ub85c\uc6b4 \ubcf5\ud569\uc7ac\ub8cc \uacf5\uc7a5 \ud22c\uc790 \uc704\ud5d8\uc744 \uc904\uc785\ub2c8\ub2e4. \uc800\ud0c4\uc18c \uacf5\uae09\ub9dd\uc5d0 \ubcf4\uc0c1\uc744 \uc81c\uacf5\ud558\ub294 \uccad\uc815 \uc0b0\uc5c5 \ubcf4\ub108\uc2a4 \uba54\ucee4\ub2c8\uc998\uc740 \ud604\uc9c0 \ube14\ub808\uc774\ub4dc \uc0dd\uc0b0\uacfc \uce5c\ud658\uacbd \uc218\uc9c0 \ud654\ud559\uc744 \uc7a5\ub824\ud569\ub2c8\ub2e4. \uc720\ub7fd \uadf8\ub9b0 \ub51c\uc758 2030\ub144 \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \ubaa9\ud45c\uc640 \ub3c5\uc77c\uc758 80% \uccad\uc815 \uc804\ub825 \ubaa9\ud45c\ub294 \ud48d\ub825 \ud130\ube48 \ubcf5\ud569\uc7ac\ub8cc \uc2dc\uc7a5 \uc804\ubc18\uc758 \uc218\uc694 \uac00\uc2dc\uc131\uc744 \uac15\ud654\ud558\uace0 Vestas, LM Wind Power \ubc0f \uc911\uad6d\uc758 \uc8fc\uc694 \uc720\ub9ac\uc12c\uc720 \uc81c\uc870\uc5c5\uccb4\uc758 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5\uc744 \uc720\ub3c4\ud569\ub2c8\ub2e4.<br \/>\n*   \ube44\uc6a9 \uc808\uac10\ud615 \ud3f4\ub9ac\uc6b0\ub808\ud0c4 \uc8fc\uc785 \uc218\uc9c0: Covestro \ubc0f Dow\uc758 \ud3f4\ub9ac\uc6b0\ub808\ud0c4 \uc8fc\uc785 \ud63c\ud569\ubb3c\uc740 \uc810\ub3c4\ub97c \ub0ae\ucd94\uace0 \uacbd\ud654 \uc8fc\uae30\ub97c \ucd5c\ub300 25% \ub2e8\ucd95\ud558\uba70 \ub354 \ub192\uc740 \uc12c\uc720 \ubd80\ud53c \ubd84\uc728\uc744 \uc81c\uacf5\ud558\uc5ec, \uc81c\uc870\uc5c5\uccb4\uac00 \ud53c\ub85c \uc131\ub2a5\uc744 \ud76c\uc0dd\ud558\uc9c0 \uc54a\uace0\ub3c4 \uc0dd\uc0b0\ub7c9\uc744 \ub298\ub9b4 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. Vestas\ub294 \uc774\ubbf8 \uc911\uad6d\uc5d0\uc11c \ud3f4\ub9ac\uc6b0\ub808\ud0c4 \uae30\ubc18 \ub77c\ubbf8\ub124\uc774\ud2b8\ub97c \uc0dd\uc0b0\ud558\uc5ec \uc218\ubc31\ub9cc \ubbf8\ud130\uc758 \ube14\ub808\uc774\ub4dc\ub97c \uacf5\uae09\ud558\uba70 \uc774 \ud654\ud559 \ubb3c\uc9c8\uc758 \uc0dd\uc0b0 \uc720\ud6a8\uc131\uc744 \uc785\uc99d\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubc14\uc774\uc624 \uae30\ubc18 \ub610\ub294 \uc7ac\ud65c\uc6a9 \uac00\ub2a5\ud55c \uc5f4\uac00\uc18c\uc131 \uc2dc\uc2a4\ud15c: NREL\uc758 \uc194\ube44\ud1a8 \uc720\ub798 PECAN \uc218\uc9c0\ub294 \uae30\uc874 \uc5d0\ud3ed\uc2dc \ub300\ube44 \uc628\uc2e4\uac00\uc2a4 \ubc30\ucd9c\ub7c9\uc744 40% \uc904\uc774\uace0 \uc12c\uc720 \uc7ac\ud65c\uc6a9\uc744 \uc704\ud574 \ud574\uc911\ud569\ub420 \uc218 \uc788\uc5b4 \uc720\ub7fd\uc758 \uc5c4\uaca9\ud55c \ube14\ub808\uc774\ub4dc \ud3d0\uae30\ubb3c \uaddc\uc81c\ub97c \ud574\uacb0\ud569\ub2c8\ub2e4. ZEBRA \ud504\ub85c\uc81d\ud2b8\uc758 62m \uc644\uc804 \uc7ac\ud65c\uc6a9 \uc5f4\uac00\uc18c\uc131 \ube14\ub808\uc774\ub4dc\ub294 \uc0b0\uc5c5\uc801 \ud0c0\ub2f9\uc131\uc744 \ud655\uc778\ud558\uba70, \uc218\uba85 \uc8fc\uae30 \uc885\ub8cc \uc804\ub7b5\uc744 \uba74\ubc00\ud788 \uac80\ud1a0\ud558\ub294 ESG \uc9c0\ud5a5 \ud22c\uc790\uc790\ub4e4\uc744 \uc720\uce58\ud569\ub2c8\ub2e4.<br \/>\n*   \uc2a4\ub9c8\ud2b8 \uc9c1\ubb3c \ud1b5\ud569 \ubcf5\ud569\uc7ac\ub8cc: \uc2a4\ub9c8\ud2b8 \uc9c1\ubb3c \ud1b5\ud569 \ubcf5\ud569\uc7ac\ub8cc\ub294 \uc218\uba85 \uc8fc\uae30 \ubaa8\ub2c8\ud130\ub9c1\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \uc720\uc9c0\ubcf4\uc218 \ube44\uc6a9\uc744 \uc808\uac10\ud569\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \uc131\uc7a5 \uc800\ud574 \uc694\uc778<\/p>\n<p>*   \ud0c4\uc18c\uc12c\uc720 \uac00\uaca9 \ubc0f \uacf5\uae09 \ubcc0\ub3d9\uc131: 100m \uc774\uc0c1\uc758 \ube14\ub808\uc774\ub4dc\uc5d0 \ub300\ud55c \uc218\uc694 \uae09\uc99d\uc73c\ub85c 2027\ub144\uae4c\uc9c0 \ud0c4\uc18c \uc18c\ube44\ub7c9\uc774 3\ubc30 \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uc9c0\ub9cc, \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5\uc774 \uc9c0\uc5f0\ub418\uc5b4 \uac00\uaca9 \uae09\ub4f1\uc744 \ucd08\ub798\ud558\uace0 \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \ud130\ube48\uc5d0\uc11c\uc758 \uad11\ubc94\uc704\ud55c \ucc44\ud0dd\uc744 \uc800\ud574\ud569\ub2c8\ub2e4. OEM\ub4e4\uc740 \ubcc0\ub3d9\uc131\uc744 \ud5e4\uc9c0\ud558\uae30 \uc704\ud574 \ud558\uc774\ube0c\ub9ac\ub4dc \uc720\ub9ac-\ud0c4\uc18c \uad6c\uc870\uc640 \ud604\uc9c0 \uc870\ub2ec\uc744 \ucd94\uad6c\ud569\ub2c8\ub2e4.<br \/>\n*   BPA \ubc0f \uc2a4\ud2f0\ub80c \ubc30\ucd9c \uc81c\ud55c: \ubbf8\uad6d EPA\ub294 \uac15\ud654 \ud50c\ub77c\uc2a4\ud2f1 \uc2dc\uc124\uc5d0\uc11c \uc720\ud574 \ub300\uae30 \uc624\uc5fc \ubb3c\uc9c8\uc744 \uc81c\ud55c\ud558\uc5ec, \uc790\ubcf8 \uc608\uc0b0\uc744 \uc99d\uac00\uc2dc\ud0a4\uc9c0\ub9cc \uaddc\uc815 \uc900\uc218\ub97c \ubcf4\uc7a5\ud558\ub294 \ud3d0\uc1c4\ud615 \uc131\ud615 \ubc0f \uc800-VOC \uc218\uc9c0\ub85c\uc758 \uc804\ud658\uc744 \uac15\uc81c\ud569\ub2c8\ub2e4. \uc720\ub7fd\uc5d0\uc11c\ub294 \uc21c\ud658 \uacbd\uc81c \uc758\ubb34\uac00 \uc2a4\ud2f0\ub80c\uc774 \ud48d\ubd80\ud55c \ud654\ud559 \ubb3c\uc9c8\uc5d0\uc11c \ubc97\uc5b4\ub098 \uc7ac\ud65c\uc6a9 \uacbd\ub85c\ub97c \ubb38\uc11c\ud654\ud558\ub3c4\ub85d \uc555\ub825\uc744 \uac00\ud569\ub2c8\ub2e4.<br \/>\n*   \ucca8\ub2e8 \uc8fc\uc785 \uae30\uc220 \uc219\ub828 \ub178\ub3d9\ub825 \ubd80\uc871: \ud2b9\ud788 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc2e0\ud765 \uc2dc\uc7a5, \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74 \ubc0f \uc720\ub7fd \uc77c\ubd80 \uc9c0\uc5ed\uc5d0\uc11c \uc219\ub828\ub41c \ub178\ub3d9\ub825 \ubd80\uc871\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc81c\uc57d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \uc12c\uc720 \uc720\ud615\ubcc4: \uc720\ub9ac\uc12c\uc720\ub294 \ube44\uc6a9 \ud6a8\uc728\uc131\uacfc \uacac\uace0\ud55c \uacf5\uae09\ub9dd\uc744 \ubc14\ud0d5\uc73c\ub85c 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 71.10%\ub85c \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ud0c4\uc18c\uc12c\uc720\ub294 OEM\ub4e4\uc774 \ub354 \uae34 \ub85c\ud130\uac00 \uacfc\ub3c4\ud55c \ud558\uc911 \uc5c6\uc774 \ub354 \ub192\uc740 \ud301 \uc18d\ub3c4\ub97c \uacac\ub51c \uc218 \uc788\ub3c4\ub85d \uc9c8\ub7c9 \uac10\uc18c\ub97c \ucd94\uad6c\ud568\uc5d0 \ub530\ub77c \uc5f0\ud3c9\uade0 6.85%\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. LM Wind Power\uc758 88.4m \ube14\ub808\uc774\ub4dc\uc5d0 \uc801\uc6a9\ub41c \ud558\uc774\ube0c\ub9ac\ub4dc \ud0c4\uc18c\/\uc720\ub9ac \uc2a4\ud30c \ucea1\uc740 \ube44\uc6a9 \uc99d\uac00 \uc5c6\uc774 \ubb34\uac8c \uc808\uac10\uc744 \uc785\uc99d\ud588\uc2b5\ub2c8\ub2e4. \ucc9c\uc5f0 \uc12c\uc720 \ud63c\ud569\ubb3c\uc740 \ub0ae\uc740 \ub0b4\uc7ac \uc5d0\ub108\uc9c0\ub97c \uc81c\uacf5\ud558\uba74\uc11c \uc8fc\uc694 \uae30\uacc4\uc801 \ud2b9\uc131\uc744 \ucda9\uc871\uc2dc\ucf1c \uc9c0\uc18d \uac00\ub2a5\ud55c \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   \uc218\uc9c0 \uc720\ud615\ubcc4: \uc5d0\ud3ed\uc2dc \uc2dc\uc2a4\ud15c\uc740 \uc798 \ud2b9\uc131\ud654\ub41c \uc131\ub2a5 \ub355\ubd84\uc5d0 2025\ub144 \ub9e4\ucd9c \uc810\uc720\uc728 34.40%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, \ud3f4\ub9ac\uc5d0\uc2a4\ud130\/\ube44\ub2d0 \uc5d0\uc2a4\ud130 \ubc0f \ud3f4\ub9ac\uc6b0\ub808\ud0c4 \ud63c\ud569\ubb3c\uc740 \uc5f0\ud3c9\uade0 7.12%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud3f4\ub9ac\uc6b0\ub808\ud0c4 \uc8fc\uc785\uc740 10-25%\uc758 \uc8fc\uae30 \uc2dc\uac04 \uc808\uac10\uacfc \ud5a5\uc0c1\ub41c \uc2b5\uc724\uc131\uc744 \uc81c\uacf5\ud558\uc5ec \ub300\uaddc\ubaa8 \uc790\ubcf8 \uc9c0\ucd9c \uc5c6\uc774 \uc5f0\uac04 \uc0dd\uc0b0\ub7c9\uc744 \ub298\ub9ac\ub294 \ub370 \uac00\uc7a5 \uc801\ud569\ud55c \ud6c4\ubcf4\uc785\ub2c8\ub2e4. \uc218\uba85 \uc8fc\uae30 \ubc30\ucd9c\ub7c9\uc744 30-40% \uc904\uc774\ub294 \ubc14\uc774\uc624 \uae30\ubc18 \ud654\ud559 \ubb3c\uc9c8\uc5d0 \ub300\ud55c \uc218\uc694\ub294 \ud2b9\ud788 \uc720\ub7fd\uc5d0\uc11c \uce5c\ud658\uacbd \uc218\uc9c0\uc5d0 \ub300\ud55c \uc2dc\uc7a5 \uaddc\ubaa8\ub97c \ud655\ub300\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uae30\uc220\ubcc4: \uc9c4\uacf5 \uc8fc\uc785\uc740 100m\uae09 \ube14\ub808\uc774\ub4dc\uc758 \ud655\uc7a5\uc131 \ub355\ubd84\uc5d0 2025\ub144 \ud48d\ub825 \ud130\ube48 \ubcf5\ud569\uc7ac\ub8cc \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 45.30%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ub450\uaebc\uc6b4 \uc2a4\ud30c \ucea1\uacfc \ubcf5\uc7a1\ud55c \uacf5\uae30\uc5ed\ud559\uc801 \ud45c\uba74\uc5d0 \ub300\ud55c \uc5c4\uaca9\ud55c \uacf5\ucc28\ub294 \uac70\uc758 \uacf5\uadf9\uc774 \uc5c6\ub294 \ub77c\ubbf8\ub124\uc774\ud2b8\ub97c \uc694\uad6c\ud558\ubbc0\ub85c \ud504\ub9ac\ud504\ub808\uadf8 \ucc98\ub9ac\ub7c9\uc740 \uc5f0\uac04 7.38% \uc99d\uac00\ud560 \uac83\uc785\ub2c8\ub2e4. Hexcel\uc758 \ube60\ub978 \uacbd\ud654 HexPly M19\ub294 \uc624\ube10 \uc8fc\uae30\ub97c \ucd5c\ub300 20% \ub2e8\ucd95\ud558\uc5ec \uc720\ub7fd\uacfc \uc911\uad6d\uc758 \ub300\uaddc\ubaa8 \ud504\ub9ac\ud504\ub808\uadf8 \uacf5\uc7a5\uc774 \ube44\uc6a9 \uc555\ub825\uc5d0 \ub300\ucc98\ud558\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc90d\ub2c8\ub2e4.<br \/>\n*   \uc801\uc6a9 \ubd84\uc57c\ubcc4: \ube14\ub808\uc774\ub4dc\ub294 2025\ub144 \ud48d\ub825 \ud130\ube48 \ubcf5\ud569\uc7ac\ub8cc \uc2dc\uc7a5\uc758 74.20%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ub354 \ub192\uc740 \uc5d0\ub108\uc9c0 \uc218\uc728\uc744 \uc704\ud55c \uc2a4\uc715 \uba74\uc801 \ud655\uc7a5\uc774 \uac00\uc7a5 \uac15\ub825\ud55c \ub3d9\uc778\uc774\ubbc0\ub85c \uc5f0\ud3c9\uade0 7.14%\ub85c \uacc4\uc18d \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4. Vestas\uc758 43,000m\u00b2 \uc2a4\uc715 \uba74\uc801\uc740 115m \ube14\ub808\uc774\ub4dc \ud558\ub098\uc5d0 70\ud1a4 \uc774\uc0c1\uc758 \ubcf5\ud569 \ub77c\ubbf8\ub124\uc774\ud2b8\uac00 \ud3ec\ud568\ub418\uc5b4 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc8fc\uba70, \uc774\ub294 \uc5c4\uccad\ub09c \ubb3c\ub7c9 \uae30\ud68c\ub97c \uc758\ubbf8\ud569\ub2c8\ub2e4. \uc2a4\ud53c\ub108, \ub098\uc140, \ub178\uc988 \ucf58, \ud0c0\uc6cc \ud398\uc5b4\ub9c1 \ubc0f \ub0b4\ubd80 \ud50c\ub7ab\ud3fc\uacfc \uac19\uc740 \ud2b9\uc218 \ubd80\ud488\uc740 \ubcf5\uc7a1\ud55c \ud234\ub9c1\uacfc \uc5c4\uaca9\ud55c \uce58\uc218 \uacf5\ucc28\ub85c \uc778\ud574 \ubd80\uac00\uac00\uce58\uac00 \ub192\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ub9e4\ucd9c\uc758 46.10%\ub97c \ucc28\uc9c0\ud558\uba70 \ud48d\ub825 \ud130\ube48 \ubcf5\ud569\uc7ac\ub8cc \uc2dc\uc7a5\uc758 \ud575\uc2ec \uc9c0\uc5ed\uc73c\ub85c \ub0a8\uc544 \uc788\uc73c\uba70, \uc5f0\ud3c9\uade0 6.72%\ub85c \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 2024\ub144 \uae30\ub85d\uc801\uc778 117GW \ucd94\uac00 \uc124\uce58\ub294 China Jushi \ubc0f CPIC\uc640 \uac19\uc740 \ud604\uc9c0 \uae30\uc5c5\uc744 \uc120\ud638\ud558\ub294 \ud604\uc9c0 \ucf58\ud150\uce20 \uaddc\uc815\uc5d0 \uc758\ud574 \ub4b7\ubc1b\uce68\ub418\uba70, \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc6d0\ub2e8\uacfc \uc644\uc81c\ud488 \ube14\ub808\uc774\ub4dc\ub97c \uc218\ucd9c\ud558\ub294 \ub3c5\ubcf4\uc801\uc778 \uacf5\uae09\ub9dd\uc744 \uad6c\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uc131\uc219\ud55c \uae30\uc220 \ucc44\ud0dd\uacfc \uc5c4\uaca9\ud55c \uc9c0\uc18d \uac00\ub2a5\uc131 \uaddc\uc81c\uac00 \ud2b9\uc9d5\uc785\ub2c8\ub2e4. \uc601\uad6d\uc758 2030\ub144\uae4c\uc9c0 \ud574\uc0c1 \ud48d\ub825 50GW \ubaa9\ud45c, \ub3c5\uc77c\uc758 80% \uccad\uc815 \uc804\ub825 \ubaa9\ud45c, \ud504\ub791\uc2a4\uc758 \uc21c\ud658 \uacbd\uc81c \uc758\ubb34\ub294 \uc720\ub7fd \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc7ac\ud65c\uc6a9 \uac00\ub2a5\ud55c \uc5f4\uac00\uc18c\uc131 \uc218\uc9c0\uc640 \ud3d0\uc1c4\ud615 \uc131\ud615\uc73c\ub85c \uc804\ud658\ud558\ub3c4\ub85d \uc720\ub3c4\ud569\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \uc5f0\ubc29 \uc138\uae08 \uacf5\uc81c\uc640 \uc8fc\uc815\ubd80 \uc870\ub2ec\uc744 \uacb0\ud569\ud558\uc5ec \uadf8\ub808\uc774\ud2b8 \ud50c\ub808\uc778\uc2a4 \uc9c0\uc5ed\uc758 \uc721\uc0c1 \ud48d\ub825 \ubc1c\uc804 \ub2e8\uc9c0\ub97c \ud655\uc7a5\ud558\uace0 \ud574\uc548 \ud48d\ub825 \uc9c0\uc5ed\uc744 \uc7ac\uc815\ube44\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc5d0\ub108\uc9c0\ubd80\ub294 2027\ub144\uae4c\uc9c0 \ubcf5\ud569\uc7ac\ub8cc \uc218\uc694\uac00 3\ubc30 \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uce21\ud558\uba70, TPI Composites \ubc0f GE Vernova\uc640 \uac19\uc740 \uae30\uc5c5\uc758 \uc2a4\ud30c \ucea1 \ubc0f \ub8e8\ud2b8 \uc778\uc11c\ud2b8 \uc0dd\uc0b0 \ud604\uc9c0\ud654 \ud22c\uc790\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\ud48d\ub825 \ud130\ube48 \ubcf5\ud569\uc7ac\ub8cc \uc2dc\uc7a5\uc740 \uae00\ub85c\ubc8c \ube14\ub808\uc774\ub4dc \uc804\ubb38 \uae30\uc5c5, \uc12c\uc720 \uc0dd\uc0b0 \uae30\uc5c5 \ubc0f \ud1b5\ud569 \ud130\ube48 OEM\uc744 \uc911\uc2ec\uc73c\ub85c \uc911\uac04 \uc815\ub3c4\uc758 \ud30c\ud3b8\ud654\ub97c \ubcf4\uc785\ub2c8\ub2e4. Hexcel, Toray, Owens Corning\uacfc \uac19\uc740 \uc7ac\ub8cc \uacf5\uae09\uc5c5\uccb4\ub294 OEM\uacfc \uc7a5\uae30 \uacc4\uc57d\uc744 \ub9fa\uace0 \uc800\uacf5\uadf9 \ud504\ub9ac\ud504\ub808\uadf8 \ubc0f \uace0\ud0c4\uc131 \uc720\ub9ac \uc9c1\ubb3c\uc744 \uacf5\ub3d9 \uac1c\ubc1c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub514\uc9c0\ud138 \ud2b8\uc708 \ud50c\ub7ab\ud3fc, \ub0b4\uc7a5\ud615 \uad11\uc12c\uc720 \uc13c\uc11c \ubc0f \uc790\ub3d9\ud654\ub41c \ud0a4\ud305 \uc194\ub8e8\uc158\uc740 \uacbd\uc7c1\ub825 \uc788\ub294 \ub3c4\uad6c \ud0a4\ud2b8\ub97c \uc644\uc131\ud558\uc5ec \uc720\uc9c0\ubcf4\uc218 \ube44\uc6a9\uc744 \uc808\uac10\ud558\ub294 \uc218\uba85 \uc8fc\uae30 \ubaa8\ub2c8\ud130\ub9c1\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2023\ub144 4\uc6d4: INCA Renewtech\ub294 \ub300\ub9c8 \uae30\ubc18 \ubc14\uc774\uc624 \ubcf5\ud569\uc7ac\ub8cc \uc0c1\uc6a9\ud654\ub97c \uc704\ud574 4\ucc9c\ub9cc \ub2ec\ub7ec\uc758 \ud22c\uc790\ub97c \uc720\uce58\ud588\uc73c\uba70, \ube14\ub808\uc774\ub4dc\uc6a9 \uc218\uc9c1 \ud1b5\ud569 \ucc9c\uc5f0 \uc12c\uc720 \uacf5\uae09\uc5c5\uccb4\ub85c \uc790\ub9ac\ub9e4\uae40\ud588\uc2b5\ub2c8\ub2e4. \ucd94\uac00\ub85c 1\ucc9c\ub9cc \ub2ec\ub7ec\ub97c \ud655\ubcf4\ud558\uc5ec \ub300\ub9c8 \uac00\uacf5 \ubc0f \ubcf5\ud569\uc7ac\ub8cc \uc81c\uc870 \uc2dc\uc124 \uac1c\ubc1c\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \ud48d\ub825 \ud130\ube48 \ubcf5\ud569 \uc7ac\ub8cc \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. 2026\ub144 142\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \ud3c9\uac00\ub41c \uc774 \uc2dc\uc7a5\uc740 2031\ub144\uae4c\uc9c0 191\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 6.02%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\ub825\uc73c\ub85c\ub294 \uc721\uc0c1 \ubc0f \ud574\uc0c1 \ud130\ube48 \uc6a9\ub7c9 \uc99d\ub300\uc5d0 \ub530\ub978 \uacbd\ub7c9\ud654 \ubc0f \uc7a5\ub300\ud615 \ube14\ub808\uc774\ub4dc \uc218\uc694 \uc99d\uac00, \uc815\ubd80\uc758 \ud0c8\ud0c4\uc18c\ud654 \ubaa9\ud45c \ubc0f CFD(\ucc28\uc561\uacb0\uc81c\uacc4\uc57d) \uacbd\ub9e4\ub97c \ud1b5\ud55c \ud48d\ub825 \uc5d0\ub108\uc9c0 \uac1c\ubc1c \uac00\uc18d\ud654\uac00 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \ud3f4\ub9ac\uc6b0\ub808\ud0c4 \uc8fc\uc785 \uc218\uc9c0\ub294 \uc0dd\uc0b0 \uc8fc\uae30 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uace0, \ubc14\uc774\uc624 \uae30\ubc18 \ubc0f \uc7ac\ud65c\uc6a9 \uac00\ub2a5\ud55c \uc5f4\uac00\uc18c\uc131 \uc2dc\uc2a4\ud15c\uc740 ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870) \uae08\uc735 \uc720\uce58\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \ub610\ud55c, \uc2a4\ub9c8\ud2b8 \uc9c1\ubb3c\uacfc \ud638\ud658\ub418\ub294 \ubcf5\ud569 \uc7ac\ub8cc\ub294 \ube14\ub808\uc774\ub4dc\uc758 \ub514\uc9c0\ud138 \ud2b8\uc704\ub2dd\uc744 \ucd09\uc9c4\ud558\uc5ec \ud6a8\uc728\uc131 \ud5a5\uc0c1\uc5d0 \uae30\uc5ec\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \ud0c4\uc18c \uc12c\uc720\uc758 \uac00\uaca9 \ubc0f \uacf5\uae09 \ubcc0\ub3d9\uc131, \ubcf5\ud569 \uc7ac\ub8cc\uc5d0 \ub300\ud55c BPA(\ube44\uc2a4\ud398\ub180 A) \ubc0f \uc2a4\ud2f0\ub80c \ubc30\ucd9c \uc81c\ud55c \uac15\ud654, \uadf8\ub9ac\uace0 \uc2e0\ud765 \uc2dc\uc7a5\uc5d0\uc11c \uace0\uae09 \uc8fc\uc785 \uae30\uc220\uc744 \uc704\ud55c \uc219\ub828\ub41c \ub178\ub3d9\ub825 \ubd80\uc871 \ub4f1\uc774 \uc9c0\uc801\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \uc12c\uc720 \uc720\ud615(\uc720\ub9ac \uc12c\uc720, \ud0c4\uc18c \uc12c\uc720, \ucc9c\uc5f0\/\ud558\uc774\ube0c\ub9ac\ub4dc \uc12c\uc720), \uc218\uc9c0 \uc720\ud615(\uc5d0\ud3ed\uc2dc, \ud3f4\ub9ac\uc5d0\uc2a4\ud130\/\ube44\ub2d0 \uc5d0\uc2a4\ud130, \ud3f4\ub9ac\uc6b0\ub808\ud0c4, \uc5f4\uac00\uc18c\uc131 \uc218\uc9c0), \uae30\uc220(\uc9c4\uacf5 \uc8fc\uc785, \ud504\ub9ac\ud504\ub808\uadf8, \ud578\ub4dc \ub808\uc774\uc5c5, \ud544\ub77c\uba58\ud2b8 \uc640\uc778\ub529\/\uc778\ubc1c \uc131\ud615), \uc801\uc6a9 \ubd84\uc57c(\ud48d\ub825 \ube14\ub808\uc774\ub4dc, \ub098\uc140 \ubc0f \ub178\uc988 \ucf58, \ud5c8\ube0c, \ucee4\ubc84 \ubc0f \ubcf4\uc870 \ubd80\ud488) \ubc0f \uc9c0\uc5ed\ubcc4(\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc138\ubd80\uc801\uc73c\ub85c \uc0b4\ud3b4\ubcf4\uba74, \ud0c4\uc18c \uc12c\uc720\ub294 100m \uc774\uc0c1\uc758 \ube14\ub808\uc774\ub4dc \uacbd\ub7c9\ud654\ub97c \uc704\ud574 \ud558\uc774\ube0c\ub9ac\ub4dc \ud0c4\uc18c\/\uc720\ub9ac \uc2a4\ud30c \ucea1\uc774 \ucc44\ud0dd\ub418\uba74\uc11c \uc5f0\ud3c9\uade0 6.85%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc12c\uc720 \uc720\ud615\uc785\ub2c8\ub2e4. \ud3f4\ub9ac\uc6b0\ub808\ud0c4 \uc8fc\uc785 \uc218\uc9c0\ub294 \uae08\ud615 \uc8fc\uae30 \uc2dc\uac04\uc744 \ucd5c\ub300 25% \ub2e8\ucd95\ud558\uace0 \uc12c\uc720 \uc2b5\uc724\uc131\uc744 \uac1c\uc120\ud558\uc5ec \uacf5\uc7a5 \uc0dd\uc0b0\ub7c9\uc744 \uc99d\ub300\uc2dc\ud0a4\ub294 \ud6a8\uacfc\uac00 \uc788\uc2b5\ub2c8\ub2e4. \uc7ac\ud65c\uc6a9 \uac00\ub2a5\ud55c \uc5f4\uac00\uc18c\uc131 \ubcf5\ud569 \uc7ac\ub8cc\ub294 \uc720\ub7fd\uc758 \uc21c\ud658 \uacbd\uc81c \uaddc\uc81c\uc640 ESG \uae08\uc735 \uc758\ubb34\ud654\uc5d0 \ub530\ub77c \uc218\uba85 \uc8fc\uae30 \uc885\ub8cc \uc2dc \uc644\uc804\ud55c \uc7ac\ub8cc \ud68c\uc218\ub97c \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \ub9e4\ucd9c \uc810\uc720\uc728 46.10%\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \uc911\uad6d\uc758 \ub300\uaddc\ubaa8 \ud48d\ub825 \ubc1c\uc804 \uc124\ube44 \uc124\uce58\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 6.72%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\ub294 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d \ubc0f \uc0c1\uc138\ud55c \uae30\uc5c5 \ud504\ub85c\ud544(AVIC Huiteng Windpower, BASF, Covestro AG, Gurit Holding AG, Hexcel Corporation, LM WIND POWER, Owens Corning, SGL Carbon, Siemens AG, TORAY INDUSTRIES, INC., Vestas \ub4f1 20\uc5ec\uac1c\uc0ac)\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \ub610\ud55c, \ubcf4\uace0\uc11c\ub294 \uc815\ubd80\uc758 \ub137\uc81c\ub85c(Net-Zero) \ubaa9\ud45c\uac00 \uc804 \uc138\uacc4 \ud48d\ub825 \ubc1c\uc804 \uc124\ube44 \uc124\uce58\ub97c \uac00\uc18d\ud654\ud558\uace0 \uc788\uc74c\uc744 \uac15\uc870\ud558\uba70, \uc2dc\uc7a5\uc758 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-42808","post","type-post","status-publish","format-standard","hentry","category-market-reports"],"_links":{"self":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/42808"}],"collection":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/comments?post=42808"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/42808\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=42808"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=42808"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=42808"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}