{"id":46687,"date":"2026-02-19T10:25:53","date_gmt":"2026-02-19T10:25:53","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/electrolytic-manganese-dioxide-market-mordor\/"},"modified":"2026-09-25T08:06:28","modified_gmt":"2026-09-24T23:06:28","slug":"electrolytic-manganese-dioxide-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/electrolytic-manganese-dioxide-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc804\ud574 \uc774\uc0b0\ud654\ub9dd\uac04 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025-2030\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/global-electrolytic-manganese-dioxide-market-1754474380375-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\/electrolytic-manganese-dioxide-market-size-image-1758516538237.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 \uc2e0\ud765 \uacbd\uc81c\uad6d\uc758 \uc54c\uce7c\ub77c\uc778 1\ucc28 \uc804\uc9c0 \uc218\uc694 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 \uace0\ub9dd\uac04 \ud568\ub7c9 \ub9ac\ud2ac \uc774\uc628 \uc591\uadf9\uc7ac(NMC, LMO)\uc758 \uae09\uc18d\ud55c \ud655\ub300<\/li>\n<li class=\"toc-level-3\">4.2.3 \ubbf8\uad6d IRA \ubc0f EU CRMA\uc5d0 \ub530\ub978 \ubc30\ud130\ub9ac \ub4f1\uae09 \ub9dd\uac04 \ud604\uc9c0\ud654 \uc778\uc13c\ud2f0\ube0c<\/li>\n<li class=\"toc-level-3\">4.2.4 EMD \uc591\uadf9\uc7ac\ub97c \uc0ac\uc6a9\ud558\ub294 \uc544\uc5f0 \uc774\uc628 \uc815\uc9c0\ud615 \uc800\uc7a5 \uc7a5\uce58\uc758 \uc0c1\uc6a9\ud654<\/li>\n<li class=\"toc-level-3\">4.2.5 \ud3d0 \uc54c\uce7c\ub77c\uc778 \ubc0f \ub9ac\ud2ac-\ub9dd\uac04 \ubc30\ud130\ub9ac\uc758 \ud3d0\uc1c4 \ub8e8\ud504 \uc7ac\ud65c\uc6a9 \ud750\ub984<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc6a9\uad11\ub85c \ubd84\uc9c4 \ubc0f \ub77c\ud14c\ub77c\uc774\ud2b8 \ud3d0\uc218\ub85c\ubd80\ud130 \uc800\ud0c4\uc18c \uc2b5\uc2dd \uc57c\uae08 EMD<\/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 \ub9dd\uac04 \uad11\uc11d \ubc0f \uc804\ub825 \ube44\uc6a9 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud55c \ub9c8\uc9c4 \uc555\ubc15<\/li>\n<li class=\"toc-level-3\">4.3.2 \ubcf4\uae09\ud615 \uc804\uae30\ucc28 \uc2dc\uc7a5\uc5d0\uc11c LFP \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ud654\ud559\uc758 \ube60\ub978 \uc810\uc720\uc728 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc911\uad6d\uc758 \uc5c4\uaca9\ud55c \ud658\uacbd \ud5c8\uac00\ub85c \uc778\ud55c \uace0\uc21c\ub3c4 EMD \uc0dd\uc0b0 \uc5b5\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc8fc\uc694 \ubb34\uc5ed \uacbd\ub85c\uc5d0\uc11c EMD\uc5d0 \ub300\ud55c \ubc18\ub364\ud551 \uad00\uc138 \ubc0f \uc218\ucd9c \ud1b5\uc81c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \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 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/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 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/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<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc54c\uce7c\ub77c\uc778 \ub4f1\uae09 EMD<\/li>\n<li class=\"toc-level-3\">5.1.2 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ub4f1\uae09 EMD<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc544\uc5f0-\ud0c4\uc18c \ub4f1\uae09 EMD<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc6a9\ub3c4\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ubc30\ud130\ub9ac<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc218\ucc98\ub9ac<\/li>\n<li class=\"toc-level-3\">5.2.3 \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc790\ub3d9\ucc28<\/li>\n<li class=\"toc-level-3\">5.3.2 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc0b0\uc5c5<\/li>\n<li class=\"toc-level-3\">5.3.4 \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.4.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.4.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.4.2.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.4.2.5 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.4.2.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.2.7 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.4.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.4.3.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.4.3.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.4.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.4.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.4.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.4.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.4.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.4.5.3 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.4.5.4 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.4.5.5 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/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 (M&amp;A, \ud30c\ud2b8\ub108\uc2ed, PPA)<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d (\uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728)<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uac00\uc6a9 \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5 \uc815\ubcf4, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 CITIC \ub2e4\uba4d \ud640\ub529\uc2a4<\/li>\n<li class=\"toc-level-3\">6.4.2 \ud1a0\uc18c \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.3 \uc0f9\ud0c4 \uc804\uae30\ud654\ud559 \uacfc\ud559<\/li>\n<li class=\"toc-level-3\">6.4.4 \ud504\ub9b0\uc2a4 \uc778\ud130\ub0b4\uc154\ub110 (\ube44\ube0c\ub780\uce20)<\/li>\n<li class=\"toc-level-3\">6.4.5 \ud2b8\ub85c\ub179\uc2a4 \ud640\ub529\uc2a4<\/li>\n<li class=\"toc-level-3\">6.4.6 \uba54\uc0ac \ubbf8\ub124\ub784<\/li>\n<li class=\"toc-level-3\">6.4.7 \ub378\ud0c0 EMD<\/li>\n<li class=\"toc-level-3\">6.4.8 \uadf8\ub8f9 \uc2a4\ud0c0\uc988 \ucf00\ubbf8\uceec<\/li>\n<li class=\"toc-level-3\">6.4.9 \uad6c\uc774\ub9ac\uc6b0 \ucf00\ubbf8\uceec<\/li>\n<li class=\"toc-level-3\">6.4.10 \uad6c\uc774\uc800\uc6b0 \ub2e4\ub871 \ud6c4\uc774\uccad<\/li>\n<li class=\"toc-level-3\">6.4.11 \uc544\uba54\ub9ac\uce78 \ub9dd\uac04 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.12 \uc5b4\ubc18 \uc77c\ub809\ud2b8\ub9ad \ud30c\uc6cc<\/li>\n<li class=\"toc-level-3\">6.4.13 \ub09c\ud2b8\uc5d0\ub108\uc9c0<\/li>\n<li class=\"toc-level-3\">6.4.14 \uc5d8\ub9ac\uba3c\ud2b8 25 Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.15 \uc720\ub85c \ub9dd\uac04 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.16 \uc0ac\uc6b0\uc2a432<\/li>\n<li class=\"toc-level-3\">6.4.17 \uc5d0\ub77c\ucf10 \ucf54\ubc00\ub85c\uadf8<\/li>\n<li class=\"toc-level-3\">6.4.18 \ub2db\ud3f0 \ub374\ucf54 Co.<\/li>\n<li class=\"toc-level-3\">6.4.19 \uac78\ud504 \ub9dd\uac04 Corp.<\/li>\n<li class=\"toc-level-3\">6.4.20 MMC \ub178\ub9b4\uc2a4\ud06c \ub2c8\ucf08 (\ubc30\ud130\ub9ac \ub4f1\uae09 Mn \ud504\ub85c\uc81d\ud2b8)<\/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>\uc804\ud574 \uc774\uc0b0\ud654\ub9dd\uac04(EMD) \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2025-2030)<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694<\/p>\n<p>\uc804\ud574 \uc774\uc0b0\ud654\ub9dd\uac04(Electrolytic Manganese Dioxide, EMD) \uc2dc\uc7a5\uc740 2025\ub144 17\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2030\ub144 25\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2025-2030) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 7.19%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc6b4\uc1a1 \uc218\ub2e8\uc758 \uc804\ub3d9\ud654 \uac00\uc18d\ud654, \ud734\ub300\uc6a9 \uae30\uae30 \uc99d\uac00, \uc54c\uce7c\ub9ac \ubc30\ud130\ub9ac\uc5d0 \ub300\ud55c \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \uc218\uc694\uc5d0 \ud798\uc785\uc740 \uac83\uc785\ub2c8\ub2e4. \ub9ac\ud2ac \uc774\uc628 \uc591\uadf9\uc7ac\uc758 \ub9dd\uac04 \ud568\ub7c9 \uc99d\uac00\ub97c \uc704\ud55c \uc7ac\ub8cc \ud601\uc2e0\uacfc \uc544\uc5f0 \uc774\uc628 \uc815\uc9c0\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc7a5\uce58\uc758 \ucd08\uae30 \uc0c1\uc5c5\uc801 \ubc30\uce58\ub294 \uc7a5\uae30\uc801\uc778 EMD \uc18c\ube44 \ud328\ud134\uc744 \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubd81\ubbf8\uc640 \uc720\ub7fd\uc758 \uacf5\uae09\ub9dd \ud604\uc9c0\ud654 \ub178\ub825\uc740 \uc5ec\uc804\ud788 \uc9c0\ubc30\uc801\uc778 \uc911\uad6d\uc758 \uac00\uacf5 \uae30\uc9c0\ub97c \ubcf4\uc644\ud558\uba70, \uc790\uc6d0\uc774 \ud48d\ubd80\ud55c \uc544\ud504\ub9ac\uce74\uac00 \ub2e4\uc74c \uc0dd\uc0b0 \ud5c8\ube0c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. EMD\ub294 1\ucc28 \ubc0f 2\ucc28 \uc804\uc9c0 \uc804\ubc18\uc5d0 \uac78\uccd0 \ub2e4\uc7ac\ub2e4\ub2a5\ud558\uac8c \ud65c\uc6a9\ub418\uc5b4, \uc800\ube44\uc6a9 \uc804\uae30\ucc28 \uc2dc\uc7a5\uc5d0\uc11c LFP(\ub9ac\ud2ac\uc778\uc0b0\ucca0)\uc640 \uac19\uc740 \ud654\ud559 \ubb3c\uc9c8\uc774 \uc810\uc720\uc728\uc744 \ud655\ubcf4\ud558\ub354\ub77c\ub3c4 \uc0dd\uc0b0\uc790\ub4e4\uc5d0\uac8c \uc548\uc815\uc801\uc778 \uc218\uc775\uc6d0\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \uc720\ud615\ubcc4: \uc54c\uce7c\ub9ac \ubc30\ud130\ub9ac \ub4f1\uae09 EMD\uac00 2024\ub144 \uc804\ud574 \uc774\uc0b0\ud654\ub9dd\uac04 \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 49.9%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc2b5\ub2c8\ub2e4. \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ub4f1\uae09\uc740 2030\ub144\uae4c\uc9c0 8.7%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc801\uc6a9 \ubd84\uc57c\ubcc4: \ubc30\ud130\ub9ac\uac00 2024\ub144 \uc804\ud574 \uc774\uc0b0\ud654\ub9dd\uac04 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 91.5%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc774\uc5c8\uace0, 2030\ub144\uae4c\uc9c0 7.3%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4: \uac00\uc804\uc81c\ud488\uc774 2024\ub144 \uc804\ud574 \uc774\uc0b0\ud654\ub9dd\uac04 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 43%\ub97c \uae30\ub85d\ud588\uc73c\ub098, \uc790\ub3d9\ucc28 \ubd80\ubb38\uc774 2030\ub144\uae4c\uc9c0 8.1%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2024\ub144 \uc804\ud574 \uc774\uc0b0\ud654\ub9dd\uac04 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 52.2%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uc5c8\uace0, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc740 2030\ub144\uae4c\uc9c0 7.9%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \uc131\uc7a5 \ub3d9\ub825<\/p>\n<p>1.  \uc2e0\ud765 \uacbd\uc81c\uad6d\uc758 \uc54c\uce7c\ub9ac 1\ucc28 \uc804\uc9c0 \uc218\uc694 \uae09\uc99d: \uc2e0\ud765 \uc2dc\uc7a5\uc5d0\uc11c \ud734\ub300\uc6a9 \uc804\uc790\uae30\uae30\uc758 \ubcf4\uae09\uc774 \uc99d\uac00\ud558\uba74\uc11c \uc54c\uce7c\ub9ac \ub4f1\uae09 EMD\uc5d0 \ub300\ud55c \ub300\ub7c9 \uc8fc\ubb38\uc774 \uafb8\uc900\ud788 \ubc1c\uc0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544\uc640 \uc544\ud504\ub9ac\uce74 \ub18d\ucd0c \uc9c0\uc5ed\uc758 \uc804\ub825\ub9dd \ud55c\uacc4\ub294 \ucda9\uc804 \uc778\ud504\ub77c\uac00 \ubd80\uc871\ud55c \uacf3\uc5d0\uc11c \uc77c\ud68c\uc6a9 \ubc30\ud130\ub9ac\uc758 \uc911\uc694\uc131\uc744 \uc720\uc9c0\uc2dc\ud0b5\ub2c8\ub2e4. \uc778\ub3c4\uc758 2033 \ud68c\uacc4\uc5f0\ub3c4\uae4c\uc9c0 250~500GWh\uc5d0 \ub2ec\ud558\ub294 \ubc30\ud130\ub9ac \uc218\uc694 \uc804\ub9dd\uc5d0\ub294 \uc0c1\ub2f9\ud55c \uc54c\uce7c\ub9ac \ubc30\ud130\ub9ac \uc18c\ube44\uac00 \ud3ec\ud568\ub418\uc5b4 \uc788\uc73c\uba70, \uacf5\uc7a5\ub4e4\uc740 75%\uc758 \uac00\ub3d9\ub960\uc744 \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ube14\ub8f8\ubc84\uadf8NEF\ub294 2050\ub144\uae4c\uc9c0 \uc2e0\ud765 \uc2dc\uc7a5\uc758 \uc5d0\ub108\uc9c0 \ud22c\uc790 \uc218\uc694\uac00 69\uc870 \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \ucd94\uc815\ud558\uba70, \uc774 \uc911 \uc77c\ubd80\ub294 1\ucc28 \uc804\uc9c0\uc5d0 \uc758\uc874\ud558\ub294 \ubd84\uc0b0\ud615 \uc804\ub825 \uc194\ub8e8\uc158\uc744 \uc9c0\uc6d0\ud560 \uac83\uc785\ub2c8\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c EMD \uc2dc\uc7a5\uc740 \uc120\uc9c4\uad6d\uc5d0\uc11c \ucda9\uc804\uc2dd \uc804\uc9c0\uac00 \ud655\uc0b0\ub428\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc548\uc815\uc801\uc774\uace0 \ub300\ub7c9\uc758 \ud310\ub9e4\ub97c \ud1b5\ud574 \uc774\uc810\uc744 \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2.  \uace0\ub9dd\uac04 \ud568\ub7c9 \ub9ac\ud2ac \uc774\uc628 \uc591\uadf9\uc7ac(NMC, LMO)\uc758 \ube60\ub978 \ud655\uc0b0: \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ubcc0\ub3d9\uc131\uc774 \ud070 \ub2c8\ucf08 \ubc0f \ucf54\ubc1c\ud2b8 \uac00\uaca9\uc5d0 \ub300\ud55c \ub178\ucd9c\uc744 \uc904\uc774\uae30 \uc704\ud574 \ub9dd\uac04 \ud568\ub7c9\uc774 \ub192\uc740 \uc591\uadf9\uc7ac\ub97c \uc6b0\uc120\uc2dc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud14c\uc2ac\ub77c\uc640 \ud3ed\uc2a4\ubc14\uac90\uc740 \ub9dd\uac04 \uac15\ud654 NMC \ubc0f LMO \ud329\uc744 \ud0d0\uc0c9\ud558\ub294 \ud504\ub85c\uadf8\ub7a8\uc744 \uacf5\uac1c\uc801\uc73c\ub85c \ud655\uc778\ud588\uc73c\uba70, \uc774\ub294 \uc5f4 \uc548\uc815\uc131\uacfc \ub0ae\uc740 \ube44\uc6a9\uc5d0 \ub9e4\ub825\uc744 \ub290\uaf08\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. NMC \ud654\ud559\uc740 2022\ub144 \uc804 \uc138\uacc4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 60%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc5c5\uadf8\ub808\uc774\ub4dc\ub41c \uc81c\ud615\uc740 \uc774\uc81c \ub2c8\ucf08 \ud568\ub7c9\uc774 \ub192\uc740 \ubcc0\ud615\uc744 \ub300\uccb4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ub85c \ub9dd\uac04(Euro Manganese)\uc740 2031\ub144\uae4c\uc9c0 \uace0\uc21c\ub3c4 \ub9dd\uac04 \uc218\uc694\uac00 13\ubc30 \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uba70, \uc774\ub7ec\ud55c \ubcc0\ud654\uc758 \uc911\uc694\uc131\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. \ub530\ub77c\uc11c EMD \uc2dc\uc7a5\uc740 \ucc28\uc138\ub300 \uc591\uadf9\uc7ac \uc0dd\uc0b0\uc790\ub4e4\ub85c\ubd80\ud130 \ud504\ub9ac\ubbf8\uc5c4 \uc218\uc694\ub97c \ud655\ubcf4\ud558\uc5ec \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3.  \ubbf8\uad6d IRA \ubc0f EU CRMA\uc5d0 \ub530\ub978 \ubc30\ud130\ub9ac \ub4f1\uae09 \ub9dd\uac04 \ud604\uc9c0\ud654 \uc778\uc13c\ud2f0\ube0c: \ubbf8\uad6d\uc758 \ucca8\ub2e8 \uc81c\uc870 \uc0dd\uc0b0 \uc138\uc561 \uacf5\uc81c(Advanced Manufacturing Production Tax Credit) \ubc0f \uad6d\ubc29 \uc0dd\uc0b0\ubc95(Defense Production Act) \uc790\uae08\uacfc EU\uc758 2030\ub144\uae4c\uc9c0 \uc804\ub7b5 \uc6d0\uc790\uc7ac\uc758 25%\ub97c \ud604\uc9c0\uc5d0\uc11c \uac00\uacf5\ud574\uc57c \ud55c\ub2e4\ub294 \uc694\uad6c \uc0ac\ud56d\uc740 \uad6d\ub0b4 EMD \ud504\ub85c\uc81d\ud2b8\ub97c \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. South32\uc758 DOE \uc9c0\uc6d0 Clark \uc2dc\uc124\uc740 \ubbf8\uad6d \ucd5c\ucd08\uc758 \ubc30\ud130\ub9ac \ub4f1\uae09 \ub9dd\uac04 \uc815\uc81c \uc2dc\uc124\uc774\uba70, \uc720\ub85c \ub9dd\uac04\uc758 \uccb4\ucf54 \ud504\ub85c\uc81d\ud2b8\ub294 \uc720\ub7fd \uc218\uc694\uc758 5\ubd84\uc758 1\uc744 \uacf5\uae09\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc778\uc13c\ud2f0\ube0c\ub294 \ubb34\uc5ed \ud750\ub984\uc744 \uc7ac\ud3b8\ud558\uc5ec \uc9c0\uc5ed \uc0dd\uc0b0\uc790\ub4e4\uc774 \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uc744 \ucc45\uc815\ud558\uace0 \uc911\uad6d \uc218\uc785 \uc758\uc874\ub3c4\ub97c \uc904\uc77c \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n<p>4.  EMD \uc591\uadf9\uc7ac\ub97c \ud65c\uc6a9\ud55c \uc544\uc5f0 \uc774\uc628 \uc815\uc9c0\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc7a5\uce58\uc758 \uc0c1\uc5c5\ud654: \uac1c\ubc1c\uc790\ub4e4\uc740 EMD \uc591\uadf9\uc7ac\ub97c \uc0ac\uc6a9\ud558\ub294 \uc544\uc5f0 \uc774\uc628 \ubc30\ud130\ub9ac\ub97c \uc2dc\ud5d8\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 kWh\ub2f9 100\ub2ec\ub7ec \ubbf8\ub9cc\uc758 \ube44\uc6a9\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. \ubbf8\uad6d \uc5d0\ub108\uc9c0\ubd80(DOE)\ub294 \uc544\uc5f0-\uc774\uc0b0\ud654\ub9dd\uac04\uc744 \uc7a5\uae30 \uc800\uc7a5\uc6a9 \uc6b0\uc120 \ud654\ud559 \ubb3c\uc9c8\ub85c \uc9c0\uc815\ud588\uc2b5\ub2c8\ub2e4. \uce98\ub9ac\ud3ec\ub2c8\uc544\uc758 Haybarn \ud504\ub85c\uc81d\ud2b8\ub294 486MWh\uc758 \uc544\uc5f0 \ud558\uc774\ube0c\ub9ac\ub4dc \uc6a9\ub7c9\uc744 \uc120\ubcf4\uc785\ub2c8\ub2e4. \uc774 \uacbd\ub85c\ub294 EMD \uc2dc\uc7a5\uc744 \uc18c\ubaa8\uc131 \ubc30\ud130\ub9ac \uc678\uc5d0 \ub2e4\ub144\uac04\uc758 \uad6c\ub9e4 \uacc4\uc57d\uc744 \ud3ec\ud568\ud558\ub294 \uc790\ubcf8 \uc124\ube44 \ubc30\uce58\ub85c \ub2e4\uac01\ud654\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>1.  \ub9dd\uac04 \uad11\uc11d \ubc0f \uc804\ub825 \ube44\uc6a9 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud55c \ub9c8\uc9c4 \uc555\ubc15: \uc804\ub825\uc740 EMD \uc0dd\uc0b0 \ube44\uc6a9\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc744 \ucc28\uc9c0\ud558\ubbc0\ub85c, \uacf5\uacf5\uc694\uae08 \uae09\ub4f1\uc740 \ub9c8\uc9c4\uc744 \uc7a0\uc2dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 \uc804\ud574 \ub9dd\uac04 \uc0dd\uc0b0\ub7c9\uc740 2022\ub144 \uc804\ub825 \ubd80\uc871\uacfc \ub192\uc740 \uad00\uc138\uc5d0 \ub300\uc751\ud558\uc5ec \uc6b4\uc601\uc790\ub4e4\uc774 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ucd95\uc18c\ud558\uba74\uc11c 44% \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4. \uc138\uacc4\uc740\ud589\uc740 2025\ub144 \uc804\uccb4 \uc6d0\uc790\uc7ac \uac00\uaca9\uc774 12% \ud558\ub77d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud568\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc5ec\uc804\ud788 \ubcc0\ub3d9\uc131\uc744 \uacbd\uace0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uacc4\uc57d \ub610\ub294 \uc790\uccb4 \uc218\ub825 \uc790\uc0b0\uc744 \ubcf4\uc720\ud55c \uc0dd\uc0b0\uc790\ub4e4\uc740 EMD \uc2dc\uc7a5\uc5d0\uc11c \uad6c\uc870\uc801\uc778 \ube44\uc6a9 \uc6b0\uc704\ub97c \ub204\ub9bd\ub2c8\ub2e4.<\/p>\n<p>2.  \ubcf4\uae09\ud615 \uc804\uae30\ucc28 \uc2dc\uc7a5\uc5d0\uc11c LFP \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ud654\ud559\uc758 \ube60\ub978 \uc810\uc720\uc728 \ud655\ub300: \uc800\uac00\ud615 \uc804\uae30\ucc28\ub294 \uc774\uc81c LFP \ud329\uc744 \uc790\uc8fc \uc0ac\uc6a9\ud569\ub2c8\ub2e4. CATL\uacfc BYD\ub294 LFP\uac00 \uc911\uad6d \ubc30\ud130\ub9ac \uacf5\uae09\uc758 50% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\ub3c4\ub85d \uc140-\ud22c-\ud329(cell-to-pack) \uc124\uacc4\ub97c \ubc1c\uc804\uc2dc\ucf30\uc73c\uba70, \ud14c\uc2ac\ub77c\ub294 \uae30\ubcf8 \ubaa8\ub378 3\uc5d0 LFP\ub97c \ucc44\ud0dd\ud588\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\ub294 \ubbf8\ub798 \ubc30\ud130\ub9ac \uc218\uc694\uc758 70~75%\uac00 LFP\ub97c \uc0ac\uc6a9\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uc5ec \ub9dd\uac04 \ud568\ub7c9\uc774 \ub192\uc740 \ud654\ud559 \ubb3c\uc9c8\uc758 \uac00\uc6a9 \ubb3c\ub7c9\uc744 \uc555\ubc15\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub098\ud2b8\ub968 \uc774\uc628 \ud504\ub85c\ud1a0\ud0c0\uc785\uc740 \uacbd\uc7c1 \uc555\ub825\uc744 \uac00\uc911\uc2dc\ud0b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ucd94\uc138\ub294 EMD \uc2dc\uc7a5\uc758 \uc0c1\uc2b9\uc138\ub97c \uc644\ud654\ud558\uc9c0\ub9cc, \uc911\uae09 \uc804\uae30\ucc28 \ubc0f \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc7a5\uce58\ub294 \ub9dd\uac04 \uc218\uc694\ub97c \uacac\uace0\ud558\uac8c \uc720\uc9c0\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>3.  \uc911\uad6d\uc758 \uc5c4\uaca9\ud55c \ud658\uacbd \uaddc\uc81c\ub85c \uc778\ud55c \uace0\uc21c\ub3c4 EMD \uc0dd\uc0b0 \uc81c\ud55c: \uc911\uad6d\uc758 \ud658\uacbd \ud5c8\uac00 \uaddc\uc81c\uac00 \uac15\ud654\ub418\uba74\uc11c \uace0\uc21c\ub3c4 EMD \uacf5\uae09 \uc99d\uac00\uac00 \uc81c\ud55c\ub418\uc5b4, \uc77c\ubcf8, \ud55c\uad6d, \ub3d9\ub0a8\uc544\uc2dc\uc544 \uae30\uc5c5\ub4e4\uc5d0\uac8c \uae30\ud68c\uac00 \uc5f4\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4.  \uc8fc\uc694 \ubb34\uc5ed \uacbd\ub85c\uc5d0\uc11c\uc758 EMD\uc5d0 \ub300\ud55c \ubc18\ub364\ud551 \uad00\uc138 \ubc0f \uc218\ucd9c \ud1b5\uc81c: \ubbf8\uad6d, EU \ubc0f \uae30\ud0c0 \uc218\uc785 \uc9c0\uc5ed\uc5d0\uc11c EMD\uc5d0 \ub300\ud55c \ubc18\ub364\ud551 \uad00\uc138 \ubc0f \uc218\ucd9c \ud1b5\uc81c\uac00 \ubd80\uacfc\ub418\uba74\uc11c \uc9c0\uc5ed \uc0dd\uc0b0\uc790\ub4e4\uc744 \ubcf4\ud638\ud558\uace0 \ubb34\uc5ed \ud750\ub984\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \uc720\ud615\ubcc4: \ub9ac\ud2ac \uc774\uc628 \ub4f1\uae09 EMD\uc758 \ud504\ub9ac\ubbf8\uc5c4 \uc131\uc7a5<br \/>\n    \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ub4f1\uae09\uc740 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uace0\ub9dd\uac04 \uc591\uadf9\uc7ac\ub85c \uc804\ud658\ud558\uba74\uc11c \uc218\uc694\uac00 \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ub4f1\uae09\uc740 \ub354 \uc5c4\uaca9\ud55c \uc21c\ub3c4 \uc0ac\uc591\uc73c\ub85c \uc778\ud574 \ub354 \ub192\uc740 \ub9c8\uc9c4\uc744 \uc5bb\uc2b5\ub2c8\ub2e4. \uc774 \ubd80\ubb38\uc740 8.7%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2024\ub144 \ub9e4\ucd9c \ube44\uc911 49.9%\ub97c \uc720\uc9c0\ud558\ub294 \uc54c\uce7c\ub9ac \ub4f1\uae09\uc744 \ub2a5\uac00\ud560 \uac83\uc785\ub2c8\ub2e4. \ubc30\ud130\ub9ac \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ub0ae\uc740 \ubbf8\ub7c9 \uae08\uc18d \uc624\uc5fc\uc744 \uc81c\uacf5\ud558\uace0 \uc9c0\uc18d \uac00\ub2a5\uc131 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ubd80\ud569\ud558\ub294 \uc2b5\uc2dd \uc81c\ub828 EMD\ub97c \uc810\uc810 \ub354 \uc120\ud638\ud569\ub2c8\ub2e4. \uc54c\uce7c\ub9ac \ubc0f \uc544\uc5f0-\ud0c4\uc18c \ub4f1\uae09\uc740 \uc18c\ubaa8\uc131 \ubc30\ud130\ub9ac \ubc0f \ub18d\ucd0c \uc624\ud504\uadf8\ub9ac\ub4dc \uc2dc\uc7a5\uc5d0 \uc5ec\uc804\ud788 \uc911\uc694\ud558\uba70, EMD \uc2dc\uc7a5 \uc804\ubc18\uc5d0 \uac78\uccd0 \uade0\ud615 \uc7a1\ud78c \uc218\uc775 \uad6c\uc131\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc5d0\ub108\uc9c0 \uac15\ub3c4\ub97c \ub0ae\ucd94\uace0 \uc0dd\uc0b0\ub7c9\uc744 \ub298\ub9ac\uae30 \uc704\ud574 \ud601\uc2e0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud1a0\uc18c(Tosoh)\ub294 \uc804\ud574 \uc804\uc555\uc744 \ub0ae\ucd94\ub294 \ud2b9\uc218 \uc804\uadf9\uc744 \ub3c4\uc785\ud558\uc5ec \uacf5\uc7a5 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc744 \ucd5c\ub300 15% \ud5a5\uc0c1\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uacf5\uc815 \uac1c\uc120\uc740 \uc6d0\uc790\uc7ac \ubcc0\ub3d9\uc131\uc5d0 \ub300\ud55c \ub9c8\uc9c4\uc744 \ubcf4\ud638\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n<p>*   \uc801\uc6a9 \ubd84\uc57c\ubcc4: \ubc30\ud130\ub9ac \uc9c0\ubc30, \uc218\ucc98\ub9ac \ud2c8\uc0c8 \uc218\uc694 \uc720\uc9c0<br \/>\n    \ubc30\ud130\ub9ac \uc0ac\uc6a9\uc740 2024\ub144 \uc804 \uc138\uacc4 \ub9e4\ucd9c\uc758 91.5%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc804\uae30\ucc28 \ubc0f \uc815\uc9c0\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc7a5\uce58\uac00 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c 2025\ub144\uc5d0\uc11c 2030\ub144 \uc0ac\uc774\uc5d0 7.3% \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4. \uc218\ucc98\ub9ac\ub294 EMD\uc758 \uc0b0\ud654\ub825\uc744 \ud65c\uc6a9\ud558\uc5ec \ub3c4\uc2dc \uc2dc\uc2a4\ud15c\uc5d0\uc11c \ucca0, \ub9dd\uac04 \ubc0f \ud669\ud654\uc218\uc18c\ub97c \uc81c\uac70\ud558\uc9c0\ub9cc, \uc548\uc815\uc801\uc774\uace0 \ub0ae\uc740 \uc131\uc7a5 \ud750\ub984\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4. \ubbf8\ub798\uc758 \ub2e4\uac01\ud654\ub294 \uc544\uc5f0 \uc774\uc628 \uadf8\ub9ac\ub4dc \ud504\ub85c\uc81d\ud2b8\uc5d0\uc11c \ub098\ud0c0\ub0a0 \uc218 \uc788\uc2b5\ub2c8\ub2e4. Enerpoly\ub294 \uc774\ub7ec\ud55c \uc2dc\uc2a4\ud15c\uc774 EMD \uc591\uadf9\uc7ac\ub97c \uc0ac\uc6a9\ud558\uc5ec kWh\ub2f9 100\ub2ec\ub7ec \ubbf8\ub9cc\uc758 \ube44\uc6a9 \ubaa9\ud45c\uc5d0 \ub3c4\ub2ec\ud560 \uc218 \uc788\ub2e4\uace0 \ucd94\uc815\ud569\ub2c8\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c EMD \uc2dc\uc7a5\uc740 \ubc30\ud130\ub9ac \uc801\uc6a9\uc5d0 \ub300\ud55c \uc8fc\uc694 \uc758\uc874\ub3c4\ub97c \uc720\uc9c0\ud558\uc9c0\ub9cc, \ubcf4\uc870 \uc6a9\ub3c4\uc5d0 \ub300\ud55c \uae30\ud68c\ub3c4 \uc9c0\uc18d\ub429\ub2c8\ub2e4.<\/p>\n<p>*   \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4: \uc790\ub3d9\ucc28 \ubd80\ubb38\uc758 \ubd80\uc0c1\uc73c\ub85c \uc218\uc694 \ud328\ud134 \uc7ac\ud3b8<br \/>\n    \uac00\uc804\uc81c\ud488\uc740 2024\ub144 43%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc9c0\ub9cc, \uc804 \uc138\uacc4 \uc804\uae30\ucc28 \ud310\ub9e4\ub7c9\uc774 2025\ub144 2\ucc9c\ub9cc \ub300\ub97c \ub118\uc5b4\uc12c\uc5d0 \ub530\ub77c \uc790\ub3d9\ucc28 \uc218\uc694\ub294 8.1%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\ub4f1\uae09 EMD\ub294 \ud14c\uc2ac\ub77c, \ud3ed\uc2a4\ubc14\uac90 \ubc0f \uc544\uc2dc\uc544 OEM\uc5d0 \uacf5\uae09\ud558\ub294 \uc140 \uc81c\uc870\uc5c5\uccb4\ub85c\ubd80\ud130 \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uc744 \ubc1b\uc2b5\ub2c8\ub2e4. \uc0b0\uc5c5\uc6a9 \uc801\uc6a9\uc740 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \uc758\ub8cc \uae30\uae30\uc6a9 \ud2b9\uc218 \uc140\uc744 \ud3ec\ud568\ud558\uc5ec \uafb8\uc900\ud788 \uc720\uc9c0\ub429\ub2c8\ub2e4. \uc9c4\ud654\ud558\ub294 \uc218\uc694 \uad6c\uc131\uc740 EMD \uc2dc\uc7a5\uc744 \uace0\uc21c\ub3c4 \uc0dd\uc0b0 \ubc0f \ub354 \uc5c4\uaca9\ud55c \uacf5\uae09\uc5c5\uccb4 \uc790\uaca9 \ud45c\uc900\uc73c\ub85c \uc774\ub04c\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2024\ub144 \uc804 \uc138\uacc4 \ub9e4\ucd9c\uc758 52.2%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc911\uad6d\uc758 \ud1b5\ud569\ub41c \uad11\uc0b0-\ubc30\ud130\ub9ac \uc0dd\ud0dc\uacc4\uac00 \uc911\uc2ec\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \ud658\uacbd \ud5c8\uac00 \uc81c\ud55c\uc73c\ub85c \uc778\ud574 \uace0\uc21c\ub3c4 \uacf5\uae09 \uc99d\uac00\uac00 \uc81c\ud55c\ub418\uba74\uc11c \uc77c\ubcf8, \ud55c\uad6d, \ub3d9\ub0a8\uc544\uc2dc\uc544 \uae30\uc5c5\ub4e4\uc5d0\uac8c \uae30\ud68c\uac00 \uc5f4\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\ub294 2033 \ud68c\uacc4\uc5f0\ub3c4\uae4c\uc9c0 250GWh\ub97c \ucd08\uacfc\ud558\ub294 \uad6d\ub0b4 \ubc30\ud130\ub9ac \uc0dd\uc0b0\ub7c9\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 \ud604\uc9c0 \uc815\uc81c \uc2dc\uc124\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: \uc790\uc6d0 \uac15\uc810\uacfc \uc0c8\ub85c\uc6b4 \uac00\uacf5 \uc9c0\uc5ed\uc5d0 \ud798\uc785\uc5b4 7.9%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Giyani Metals\ub294 \ubcf4\uce20\uc640\ub098\uc5d0\uc11c 73,000\ud1a4\/\ub144 \uaddc\ubaa8\uc758 \ubc30\ud130\ub9ac \ub4f1\uae09 \uacf5\uc7a5 \uac74\uc124\uc744 \uc704\ud574 50\ub144 \ud2b9\ubcc4 \uacbd\uc81c \uad6c\uc5ed(SEZ) \ub77c\uc774\uc120\uc2a4\ub97c \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. \ub0a8\uc544\ud504\ub9ac\uce74\uc758 \uad11\uc11d \ub9e4\uc7a5\ub7c9\uc740 \uc800\ube44\uc6a9 \uc6d0\ub8cc\ub97c \ub4b7\ubc1b\uce68\ud558\uba70, \uc9c0\uc5ed \uc5d0\ub108\uc9c0 \uc815\ucc45\uc740 \ud604\uc9c0 \ubd80\uac00\uac00\uce58\ub97c \uc7a5\ub824\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \ubd81\ubbf8: \ubbf8\uad6d IRA\uc758 \uc778\uc13c\ud2f0\ube0c\ub85c\ubd80\ud130 \uc774\uc810\uc744 \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4. 1\uc5b5 6,600\ub9cc \ub2ec\ub7ec\uc758 DOE \ubcf4\uc870\uae08\uc744 \uc9c0\uc6d0\ubc1b\ub294 South32\uc758 Clark \uc2dc\uc124\uc740 \ubbf8\uad6d \uae30\uac00\ud329\ud1a0\ub9ac\ub97c \uc704\ud55c \ucd5c\ucd08\uc758 \ub300\uaddc\ubaa8 \ubc30\ud130\ub9ac \ub4f1\uae09 EMD \uacf5\uae09\uc6d0\uc774 \ub420 \uc608\uc815\uc785\ub2c8\ub2e4. Chemours\uc640 Energy Fuels\uc758 \uc81c\ud734\ub294 \uc7ac\ud65c\uc6a9 \ubc0f \uacf5\ub3d9 \uac00\uacf5\uc744 \ud1b5\ud574 \uc6d0\ub8cc \ubcf4\uc548\uc744 \uac15\ud654\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uc720\ub7fd: \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95(Critical Raw Materials Act)\uc5d0 \ub530\ub77c \uac00\uce58 \uc0ac\uc2ac\uc744 \uad6d\ub0b4\ud654\ud558\uae30 \uc704\ud574 \uacbd\uc7c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ub85c \ub9dd\uac04\uc758 \uccb4\ucf54 Chvaletice \uad11\ubbf8 \ud504\ub85c\uc81d\ud2b8\ub294 2030\ub144\uae4c\uc9c0 \uc9c0\uc5ed \uacf5\uae09\uc758 20%\ub97c \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. \uc911\uad6d\uc0b0 EMD \uc218\uc785\uc5d0 \ub300\ud55c \ucd5c\ub300 34.6%\uc758 \uc7a0\uc815 \ubc18\ub364\ud551 \uad00\uc138\ub294 \ud604\uc9c0 \uc0dd\uc0b0\uc790\ub4e4\uc744 \ubcf4\ud638\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc804\ud574 \uc774\uc0b0\ud654\ub9dd\uac04 \uc2dc\uc7a5\uc740 \uc801\ub2f9\ud788 \uc138\ubd84\ud654\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. CITIC Dameng \ubc0f Xiangtan Electrochemical\uacfc \uac19\uc740 \uc911\uad6d \uadf8\ub8f9\uc740 \uaddc\ubaa8\uc640 \uad11\uc11d \uacf5\uae09 \uc774\uc810\uc744 \uac00\uc9c0\uace0 \uc788\uc9c0\ub9cc, \ud658\uacbd \uaddc\uc81c \uac15\ud654\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \ud1a0\uc18c(Tosoh) \ubc0f \uae30\ud0c0 \uc77c\ubcf8 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc790\ub3d9\ucc28 \ubc0f \uc804\uc790\uae30\uae30\uc6a9 \uace0\uc21c\ub3c4 \ub4f1\uae09\uc744 \ud1b5\ud574 \ucc28\ubcc4\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Prince International\uc740 \ub2e4\uac01\ud654\ub41c \ud2b9\uc218 \uc7ac\ub8cc \ub178\ucd9c\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc30\ud130\ub9ac \ub4f1\uae09 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ub300\ud55c \ud22c\uc790\uac00 \ud65c\ubc1c\ud569\ub2c8\ub2e4. Element 25\ub294 \ud558\ub958 EMD \uac00\uacf5\uc744 \uc704\ud55c \ub9dd\uac04 \ub18d\ucd95\uc561 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ub450 \ubc30\ub85c \ub298\ub9ac\uae30 \uc704\ud574 \ud638\uc8fc \uc815\ubd80\ub85c\ubd80\ud130 3,260\ub9cc \ud638\uc8fc \ub2ec\ub7ec\uc758 \ubd80\ucc44 \uc790\uae08\uc744 \ud655\ubcf4\ud558\uc5ec \uc7a5\uae30 \uc218\uc694\uc5d0 \ub300\ud55c \uc2e0\ub8b0\ub97c \ubcf4\uc5ec\uc8fc\uc5c8\uc2b5\ub2c8\ub2e4. \uacf5\uc815 \ud601\uc2e0\uc740 \ub610 \ub2e4\ub978 \uacbd\uc7c1 \ubd84\uc57c\uc785\ub2c8\ub2e4. \ud1a0\uc18c\uc758 \ud2b9\ud5c8\ubc1b\uc740 \uc804\uadf9 \uc124\uacc4\ub294 \uc804\ub825 \uc18c\ube44\ub97c \uc904\uc774\ub294 \ubc18\uba74, \uc7ac\ud65c\uc6a9 \uc2a4\ud0c0\ud2b8\uc5c5\uc740 \uc804\ud574 \uc794\ub958\ubb3c\uc5d0\uc11c 96%\uc758 \uae08\uc18d \ud68c\uc218\uc728\uc744 \ub2ec\uc131\ud558\uc5ec \ud0c4\uc18c \ubc1c\uc790\uad6d\uc744 \uc904\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc800\ud0c4\uc18c \ub610\ub294 \uc7ac\ud65c\uc6a9 EMD\ub97c \uc778\uc99d\ud558\ub294 \uc0dd\uc0b0\uc790\ub4e4\uc740 \uc5c4\uaca9\ud55c ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870) \uac10\uc0ac\ub97c \ubc1b\ub294 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uacfc\uc758 \uacbd\uc7c1\uc5d0\uc11c \uc6b0\uc704\ub97c \uc810\ud569\ub2c8\ub2e4. \uae30\uac00\ud329\ud1a0\ub9ac\uc640\uc758 \uc7a5\uae30 \uad6c\ub9e4 \uacc4\uc57d\uc740 \uc810\uc810 \ub354 \uc218\uba85 \uc8fc\uae30 \ud22c\uba85\uc131\uc744 \uc694\uad6c\ud558\uba70, \uc774\ub294 \uc18c\uaddc\ubaa8 \uad11\uc0b0 \ud68c\uc0ac\ub4e4\uc774 \ud30c\ud2b8\ub108\uc2ed\uc744 \ub9fa\uac70\ub098 \ud1b5\ud569\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc0b0\uc5c5 \ub9ac\ub354<\/p>\n<p>*   CITIC Dameng Holdings<br \/>\n*   Tosoh Corporation<br \/>\n*   Xiangtan Electrochemical Scientific<br \/>\n*   Prince International (Vibrantz)<br \/>\n*   Tronox Holdings<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 6\uc6d4: Element 25\ub294 \ud558\ub958 EMD \uac00\uacf5\uc744 \uc704\ud55c \ub9dd\uac04 \ub18d\ucd95\uc561 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ub450 \ubc30\ub85c \ub298\ub9ac\uae30 \uc704\ud574 3,260\ub9cc \ud638\uc8fc \ub2ec\ub7ec\uc758 \uad6d\uac00 \uc790\uae08\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 3\uc6d4: Chemours\uc640 Energy Fuels\ub294 \ub9dd\uac04 \uc815\uc81c\ub97c \ud3ec\ud568\ud558\ub294 \ubbf8\uad6d \ud575\uc2ec \uad11\ubb3c \uc81c\ud734\ub97c \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: Giyani Metals\ub294 \ubcf4\uce20\uc640\ub098 \ubc30\ud130\ub9ac \ub4f1\uae09 \uacf5\uc7a5\uc744 \uc704\ud55c 50\ub144 \ud2b9\ubcc4 \uacbd\uc81c \uad6c\uc5ed(SEZ) \ub77c\uc774\uc120\uc2a4\ub97c \ud68d\ub4dd\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 9\uc6d4: South32\ub294 Clark \ub9dd\uac04 \uc815\uc81c \uc2dc\uc124\uc744 \uc704\ud574 1\uc5b5 6,600\ub9cc \ub2ec\ub7ec\uc758 DOE \ubcf4\uc870\uae08\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uc804\ud574 \uc774\uc0b0\ud654\ub9dd\uac04(EMD) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. 2025\ub144 17\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \ud3c9\uac00\ub418\ub294 EMD \uc2dc\uc7a5\uc740 2030\ub144\uae4c\uc9c0 25\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778:<br \/>\nEMD \uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc8fc\uc694 \ub3d9\uc778\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4. \uccab\uc9f8, \uc2e0\ud765 \uacbd\uc81c\uad6d\uc5d0\uc11c \uc54c\uce7c\ub77c\uc778 1\ucc28 \uc804\uc9c0\uc758 \uc218\uc694\uac00 \uae09\uc99d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub458\uc9f8, \uace0\ub9dd\uac04 \ud568\uc720 \ub9ac\ud2ac \uc774\uc628 \uc591\uadf9\uc7ac(NMC, LMO)\uc758 \uae09\uc18d\ud55c \ud655\uc7a5\uc774 \uc774\ub8e8\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub9dd\uac04\uc740 \uc140 \ube44\uc6a9\uc744 \uc808\uac10\ud558\uace0 \uc5f4 \uc548\uc815\uc131\uc744 \ud5a5\uc0c1\uc2dc\ucf1c, \ud604\uc7ac\uc758 \ud575\uc2ec \uc18c\uc7ac \uc81c\uc57d \ud558\uc5d0\uc11c \ub9e4\ub825\uc801\uc778 \ub300\uc548\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc14b\uc9f8, \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA) \ubc0f \uc720\ub7fd \ud575\uc2ec\uc6d0\uc790\uc7ac\ubc95(CRMA)\uc5d0 \ub530\ub978 \ubc30\ud130\ub9ac \ub4f1\uae09 \ub9dd\uac04\uc758 \ud604\uc9c0\ud654 \uc778\uc13c\ud2f0\ube0c\ub294 \uad6d\ub0b4 \uc815\uc81c \ud504\ub85c\uc81d\ud2b8\ub97c \uc7a5\ub824\ud558\uc5ec \uc218\uc785 \uc758\uc874\ub3c4\ub97c \uc904\uc774\uace0 \ud604\uc9c0 \uc0dd\uc0b0\ud488\uc5d0 \ub300\ud55c \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \ub137\uc9f8, EMD \uc591\uadf9\uc7ac\ub97c \uc0ac\uc6a9\ud558\ub294 \uc544\uc5f0 \uc774\uc628 \uc815\uc9c0\ud615 \uc800\uc7a5\uc7a5\uce58\uc758 \uc0c1\uc5c5\ud654\uac00 \uc9c4\ud589 \uc911\uc785\ub2c8\ub2e4. \ub2e4\uc12f\uc9f8, \ud3d0 \uc54c\uce7c\ub77c\uc778 \ubc0f \ub9ac\ud2ac-\ub9dd\uac04 \uc804\uc9c0\uc758 \ud3d0\uc1c4 \ub8e8\ud504 \uc7ac\ud65c\uc6a9 \uc2a4\ud2b8\ub9bc\uc774 \uad6c\ucd95\ub418\uc5b4 \uc9c0\uc18d \uac00\ub2a5\ud55c \uacf5\uae09\ub9dd\uc5d0 \uae30\uc5ec\ud569\ub2c8\ub2e4. \ub9c8\uc9c0\ub9c9\uc73c\ub85c, \uc6a9\uad11\ub85c \ubd84\uc9c4 \ubc0f \ub77c\ud14c\ub77c\uc774\ud2b8 \ud3d0\uc218\ub85c\ubd80\ud130 \uc800\ud0c4\uc18c \uc2b5\uc2dd \uc57c\uae08 EMD\ub97c \uc0dd\uc0b0\ud558\ub294 \uae30\uc220\uc774 \ubc1c\uc804\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d:<br \/>\n\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4. \uccab\uc9f8, \ub9dd\uac04 \uad11\uc11d \ubc0f \uc804\ub825 \ube44\uc6a9 \ubcc0\ub3d9\uc131\uc774 \ub9c8\uc9c4 \uc555\ubc15\uc744 \uac00\uc911\uc2dc\ud0b5\ub2c8\ub2e4. \ub458\uc9f8, \ubcf4\uae09\ud615 \uc804\uae30\ucc28 \uc2dc\uc7a5\uc5d0\uc11c LFP \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ud654\ud559 \ubc30\ud130\ub9ac\uac00 \ube60\ub974\uac8c \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc14b\uc9f8, \uc911\uad6d\uc758 \ud658\uacbd \uaddc\uc81c \uac15\ud654\uac00 \uace0\uc21c\ub3c4 EMD \uc0dd\uc0b0\uc744 \uc5b5\uc81c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub137\uc9f8, \uc8fc\uc694 \ubb34\uc5ed \uacbd\ub85c\uc5d0\uc11c\uc758 EMD \ubc18\ub364\ud551 \uad00\uc138 \ubc0f \uc218\ucd9c \ud1b5\uc81c\uac00 \ubb34\uc5ed \uc7a5\ubcbd\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654 \ubc0f \uc131\uc7a5 \uc804\ub9dd:<br \/>\n\ubcf4\uace0\uc11c\ub294 EMD \uc2dc\uc7a5\uc744 \uc54c\uce7c\ub77c\uc778 \ub4f1\uae09, \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ub4f1\uae09, \uc544\uc5f0-\ud0c4\uc18c \ub4f1\uae09\uc73c\ub85c \uc720\ud615\ubcc4\ub85c \ubd84\ub958\ud569\ub2c8\ub2e4. \uc751\uc6a9 \ubd84\uc57c\ub294 \ubc30\ud130\ub9ac, \uc218\ucc98\ub9ac \ub4f1\uc73c\ub85c, \ucd5c\uc885 \uc0ac\uc6a9\uc790\ub294 \uc790\ub3d9\ucc28, \uac00\uc804\uc81c\ud488, \uc0b0\uc5c5 \ub4f1\uc73c\ub85c \ub098\ub269\ub2c8\ub2e4. \uc9c0\ub9ac\uc801\uc73c\ub85c\ub294 \ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc744 \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4.<br \/>\n\ud2b9\ud788, \uc790\ub3d9\ucc28 \uc751\uc6a9 \ubd84\uc57c\uc758 EMD \uc218\uc694\ub294 \uc804\uae30\ucc28 \ub0b4 \ub9dd\uac04 \ud568\ub7c9\uc774 \ub192\uc740 \uc591\uadf9\uc7ac\uc758 \ud655\uc7a5\uc5d0 \ud798\uc785\uc5b4 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 8.1%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub610\ud55c, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc740 \ubcf4\uce20\uc640\ub098\uc640 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d\uc758 \uc0c8\ub85c\uc6b4 \ubc30\ud130\ub9ac \ub4f1\uae09 \uc2dc\uc124\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 7.9%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<br \/>\n\uc2dc\uc7a5\uc740 CITIC Dameng Holdings, Tosoh Corporation, Xiangtan Electrochemical Scientific \ub4f1 \ub2e4\uc218\uc758 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc774 \uacbd\uc7c1\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub4e4\uc740 M&#038;A, \ud30c\ud2b8\ub108\uc2ed \ub4f1 \ub2e4\uc591\ud55c \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784\uc744 \ud1b5\ud574 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacb0\ub860:<br \/>\n\uc804\ud574 \uc774\uc0b0\ud654\ub9dd\uac04 \uc2dc\uc7a5\uc740 \uc54c\uce7c\ub77c\uc778 \ubc0f \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc218\uc694 \uc99d\uac00, \uc815\ucc45\uc801 \uc9c0\uc6d0, \uadf8\ub9ac\uace0 \uc9c0\uc18d \uac00\ub2a5\ud55c \uc0dd\uc0b0 \uae30\uc220 \ubc1c\uc804\uc5d0 \ud798\uc785\uc5b4 \uacac\uace0\ud55c \uc131\uc7a5\uc744 \uc9c0\uc18d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud2b9\ud788, \uc804\uae30\ucc28 \uc2dc\uc7a5\uc5d0\uc11c\uc758 \ub9dd\uac04\uc758 \uc911\uc694\uc131 \uc99d\ub300\uc640 \uc9c0\uc5ed\ubcc4 \uc0dd\uc0b0 \uc2dc\uc124 \ud655\uc7a5\uc740 \ud5a5\ud6c4 \uc2dc\uc7a5\uc758 \uc8fc\uc694 \uae30\ud68c \uc694\uc778\uc774 \ub420 \uac83\uc785\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-46687","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\/46687"}],"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=46687"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/46687\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=46687"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=46687"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=46687"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}