{"id":51100,"date":"2026-02-22T13:52:52","date_gmt":"2026-02-22T13:52:52","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/lead-market-mordor\/"},"modified":"2026-10-16T07:42:32","modified_gmt":"2026-10-15T22:42:32","slug":"lead-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/lead-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ub0a9 \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\/lead-market-1767179025081-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\/lead-market-size-image-1767178643376.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 \ub370\uc774\ud130 \uc13c\ud130 \ubc0f 5G \ubc31\uc5c5 \uc2dc\uc2a4\ud15c\uc758 \ub0a9\ucd95\uc804\uc9c0 \uc218\uc694 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc2e0\ud765 \uc544\uc2dc\uc544 \uc9c0\uc5ed\uc5d0\uc11c \uc800\uc18d \uc804\uae30\ucc28(\uc804\uae30 \uc778\ub825\uac70, \uace8\ud504 \uce74\ud2b8)\uc758 \uc7ac\ubd80\uc0c1<\/li>\n<li class=\"toc-level-3\">4.2.3 EU \ubc0f \ubbf8\uad6d \ubc30\ud130\ub9ac \uaddc\uc815\uc758 \uc758\ubb34\uc801\uc778 \ucd5c\uc18c \uc7ac\ud65c\uc6a9 \ud568\ub7c9 \uaddc\uce59<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc7a0\uc7ac\ub41c 1\ucc28 \ub0a9 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud574\uc81c\ud558\ub294 \ub2e4\uae08\uc18d \uc815\uc81c\uc18c \uac1c\uc870<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc911\uad6d\uc758 2\ucc28 \ub0a9\uc5d0 \ub300\ud55c \uace0\ucca0 \uae30\ubc18 &#8220;\ub3c4\uc2dc \uad11\uc0b0&#8221; \ubcf4\uc870\uae08<\/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 OEM\uc758 \ub9ac\ud2ac\uc778\uc0b0\ucca0 \uc2dc\ub3d9 \ubc30\ud130\ub9ac\ub85c\uc758 \uc804\ud658 \uac00\uc18d\ud654<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc5c4\uaca9\ud55c PFAS \uc81c\ud55c\uc73c\ub85c \ub0a9 \uc81c\ub828\uc18c\uc758 \uc6b4\uc601 \ube44\uc6a9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.3.3 \ub9cc\uc131\uc801\uc778 \ub18d\ucd95\ubb3c \ub4f1\uae09 \ud558\ub77d\uc73c\ub85c \uc778\ud55c CAPEX \uc778\ud50c\ub808\uc774\uc158<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.5.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.5.3 \uacf5\uae09\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.5.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.5 \uacbd\uc7c1\uc758 \uc815\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 \uc801\uc6a9 \ubd84\uc57c\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ud0c4\uc57d<\/li>\n<li class=\"toc-level-3\">5.1.2 \ubc30\ud130\ub9ac<\/li>\n<li class=\"toc-level-3\">5.1.3 \uac74\uc124<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc804\uc790\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.1.5 \ud574\uc591<\/li>\n<li class=\"toc-level-3\">5.1.6 \ubc30\uad00<\/li>\n<li class=\"toc-level-3\">5.1.7 \uae30\ud0c0 \uc801\uc6a9 \ubd84\uc57c (\ucc28\ud3d0, \ud654\ud559 \ucc98\ub9ac \ub4f1)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uacf5\uae09\uc6d0\n<ul>\n<li class=\"toc-level-3\">5.2.1 1\ucc28 (\ucc44\uad74)<\/li>\n<li class=\"toc-level-3\">5.2.2 2\ucc28 (\uc7ac\ud65c\uc6a9)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc81c\ud488 \ud615\ud0dc\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc815\uc81c \ub0a9 (\uc789\uacf3)<\/li>\n<li class=\"toc-level-3\">5.3.2 \ub0a9 \ud569\uae08<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc0b0\ud654\ub0a9 &amp; \ud654\ud559\ubb3c\uc9c8<\/li>\n<li class=\"toc-level-3\">5.3.4 \ub0a9 \uc815\uad11<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc790\ub3d9\ucc28<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc5d0\ub108\uc9c0 &amp; \uc720\ud2f8\ub9ac\ud2f0<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc0b0\uc5c5 \uc81c\uc870<\/li>\n<li class=\"toc-level-3\">5.4.4 \uac74\uc124 &amp; \uc778\ud504\ub77c<\/li>\n<li class=\"toc-level-3\">5.4.5 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.4.6 \uad6d\ubc29<\/li>\n<li class=\"toc-level-3\">5.4.7 \ud574\uc0c1<\/li>\n<li class=\"toc-level-3\">5.4.8 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5 (\ud654\ud559 \ub4f1)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc9c0\uc5ed\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 \uad6d\uac00<\/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 \ub7ec\uc2dc\uc544<\/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 \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(%)\/\uc21c\uc704 \ubd84\uc11d<\/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, \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 &amp; \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Battery Solutions LLC<\/li>\n<li class=\"toc-level-3\">6.4.2 Canadian Metal North America Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.3 The Doe Run Company<\/li>\n<li class=\"toc-level-3\">6.4.4 East Penn Manufacturing Company<\/li>\n<li class=\"toc-level-3\">6.4.5 Ecobat<\/li>\n<li class=\"toc-level-3\">6.4.6 EnerSys<\/li>\n<li class=\"toc-level-3\">6.4.7 Glencore<\/li>\n<li class=\"toc-level-3\">6.4.8 Gravita India Ltd<\/li>\n<li class=\"toc-level-3\">6.4.9 Guangxi Nonferrous Metals<\/li>\n<li class=\"toc-level-3\">6.4.10 Korea Zinc<\/li>\n<li class=\"toc-level-3\">6.4.11 Nyrstar<\/li>\n<li class=\"toc-level-3\">6.4.12 Teck Resources Limited<\/li>\n<li class=\"toc-level-3\">6.4.13 Terrapure BR Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 Umicore<\/li>\n<li class=\"toc-level-3\">6.4.15 Vedanta Resources (Hindustan Zinc)<\/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>\ub0a9 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ub0a9 \uc2dc\uc7a5\uc758 \uaddc\ubaa8\uc640 \uc810\uc720\uc728\uc744 \uc560\ud50c\ub9ac\ucf00\uc774\uc158, \uacf5\uae09\uc6d0, \uc81c\ud488 \ud615\ud0dc, \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5, \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud558\uace0, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc131\uc7a5 \ub3d9\ud5a5\uacfc \uc804\ub9dd\uc744 \ud1a4(Tons) \ub2e8\uc704\uc758 \uc2dc\uc7a5 \uaddc\ubaa8\ub85c \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \ud1b5\uacc4<\/p>\n<p>Mordor Intelligence\uc758 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, \ub0a9 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2026\ub144 1,708\ub9cc \ud1a4\uc5d0\uc11c 2031\ub144 1,889\ub9cc \ud1a4\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 2.04%\ub97c \uae30\ub85d\ud560 \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 \ub098\ud0c0\ub0ac\uc73c\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \ub0ae\uc740 \ud3b8\uc785\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \ubd84\uc11d \ubc0f \uc8fc\uc694 \ub3d9\uc778\/\uc81c\uc57d \uc694\uc778<\/p>\n<p>\ub0a9 \uc2dc\uc7a5\uc740 \ub370\uc774\ud130 \uc13c\ud130 \ubc0f 5G \ubc31\uc5c5 \uc2dc\uc2a4\ud15c\uc758 \ub0a9\ucd95\uc804\uc9c0 \uc218\uc694 \uc99d\uac00, \uc544\uc2dc\uc544 \uc2e0\ud765 \uc2dc\uc7a5\uc758 \uc800\uc18d \uc804\uae30\ucc28(EV) \ucc44\ud0dd \ud655\uc0b0, \uadf8\ub9ac\uace0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ubbf9\uc2a4\uc5d0\uc11c \ubc30\ud130\ub9ac\uac00 81.02%\ub97c \ucc28\uc9c0\ud558\ub294 \uc9c0\ubc30\uc801\uc778 \uc704\uce58 \ub355\ubd84\uc5d0 \ub9ac\ud2ac \ud654\ud559\ubb3c\uc9c8\uc758 \ubd80\uc0c1\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uacac\uace0\ud55c \uc218\uc694\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc131\uc7a5 \ub3d9\uc778:<\/p>\n<p>*   \ub370\uc774\ud130 \uc13c\ud130 \ubc0f 5G \ubc31\uc5c5 \uc2dc\uc2a4\ud15c\uc758 \ub0a9\ucd95\uc804\uc9c0 \uc218\uc694 \uae09\uc99d (CAGR\uc5d0 +0.4% \uc601\ud5a5): \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130\uc758 \uc804\ub825 \uc18c\ube44 \uc99d\uac00\uc640 5G \ud0c0\uc6cc \uad6c\ucd95 \ud655\ub300\ub85c \ubb34\uc815\uc804 \uc804\uc6d0 \uacf5\uae09 \uc7a5\uce58(UPS)\uc6a9 \ub0a9\ucd95\uc804\uc9c0 \uc218\uc694\uac00 \ud06c\uac8c \ub298\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub9ac\ud2ac \ubc30\ud130\ub9ac\uc758 \ud654\uc7ac \uc9c4\uc555 \ube44\uc6a9\uc774 kWh\ub2f9 50-80\ub2ec\ub7ec \ucd94\uac00\ub418\ub294 \uc810\uc744 \uace0\ub824\ud560 \ub54c, VRLA(\ubc38\ube0c \uc870\uc808\ud615 \ub0a9\ucd95\uc804\uc9c0) UPS\ub294 \uc5ec\uc804\ud788 \uc120\ud638\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc778\ub3c4 \ubc0f \ub3d9\ub0a8\uc544\uc2dc\uc544 \ud1b5\uc2e0\uc0ac\ub4e4\uc740 \ub0ae\uc740 \uad50\uccb4 \ube44\uc6a9\uacfc \uc131\uc219\ud55c \uc5ed\ubb3c\ub958 \ub124\ud2b8\uc6cc\ud06c\ub97c \uc774\uc720\ub85c \ub0a9\ucd95\uc804\uc9c0 \uae30\ubc18 5G \ud0c0\uc6cc\ub97c \uad6c\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \uc2e0\ud765 \uc2dc\uc7a5\uc758 \uc800\uc18d \uc804\uae30\ucc28(EV) \ubd80\ud65c (CAGR\uc5d0 +0.3% \uc601\ud5a5): \uc778\ub3c4\uc758 150\ub9cc \ub300 \uc774\uc0c1\uc758 e-\ub9ad\uc0e4(e-rickshaw) \uc911 90%\uac00 \ub0a9\ucd95\uc804\uc9c0\ub97c \uc0ac\uc6a9\ud558\uba70, \uc774\ub294 \ub9ac\ud2ac \ubc30\ud130\ub9ac\ubcf4\ub2e4 40-50% \uc800\ub834\ud558\uc5ec \uc77c\uc77c \uc18c\ub4dd\uc774 \ub0ae\uc740 \uc6b4\uc804\uc790\ub4e4\uc5d0\uac8c \uacb0\uc815\uc801\uc778 \uc694\uc778\uc785\ub2c8\ub2e4. 2024\ub144 \uc804\uae30 \uc774\ub3d9\uc131 \ucd09\uc9c4 \uacc4\ud68d(Electric Mobility Promotion Scheme)\uc740 \ub9ac\ud2ac \uc804\uc6a9 \uc778\uc13c\ud2f0\ube0c\ub97c \ucca0\ud68c\ud558\uace0 \ubaa8\ub4e0 \ud654\ud559\ubb3c\uc9c8\uc5d0 \ub300\ud574 25km\/h \ubbf8\ub9cc \ucc28\ub7c9\uc5d0 \ubcf4\uc870\uae08\uc744 \ud655\ub300\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   EU \ubc0f \ubbf8\uad6d \ubc30\ud130\ub9ac \uaddc\uc815\uc758 \uc7ac\ud65c\uc6a9 \ud568\ub7c9 \uc758\ubb34\ud654 (CAGR\uc5d0 +0.5% \uc601\ud5a5): EU \uaddc\uc815 2023\/1542\ub294 2031\ub144\uae4c\uc9c0 85%\uc758 \uc7ac\ud65c\uc6a9 \ub0a9 \ud568\ub7c9\uc744 \uc758\ubb34\ud654\ud558\uc5ec \ud3d0\ub0a9 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ub192\uc774\uace0 \ubc30\ud130\ub9ac OEM\uacfc \uc7ac\ud65c\uc6a9 \uc5c5\uccb4 \uac04\uc758 \ub2e4\ub144 \uacc4\uc57d\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uce98\ub9ac\ud3ec\ub2c8\uc544\uc758 2024\ub144 \uac1c\uc815\uc548\uc740 \uc0b0\uc5c5\uc6a9 \ubc30\ud130\ub9ac\uc5d0 \ub300\ud574 2028\ub144\uae4c\uc9c0 95%\uc758 \ud68c\uc218 \ubaa9\ud45c\ub97c \uc124\uc815\ud558\uc5ec \uc218\uac70 \ubb3c\ub958\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub2e4\uae08\uc18d \uc815\uc81c\uc18c \uac1c\uc870\ub97c \ud1b5\ud55c \uc7a0\uc7ac\uc801 1\ucc28 \ub0a9 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ubcf4 (CAGR\uc5d0 +0.2% \uc601\ud5a5): Glencore\uc758 Portovesme \uc81c\ub828\uc18c\uc640 Teck\uc758 Trail \ubcf5\ud569 \ub2e8\uc9c0, Korea Zinc\uc758 \uc628\uc0b0 \uacf5\uc7a5 \ub4f1\uc740 \uc544\uc5f0 \ubc0f \ub0a9 \uc815\uad11\uc744 \uacf5\ub3d9 \ucc98\ub9ac\ud558\uac70\ub098 \uc544\uc5f0 \uc794\ub958\ubb3c\uc744 \ub0a9 \uc2a4\ud2b8\ub9bc\uc73c\ub85c \uc804\ud658\ud558\uc5ec \ud1a4\ub2f9 \ube44\uc6a9\uc744 \uc808\uac10\ud558\uace0 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc800\ud488\uc704 \uad11\uc11d\uc744 \ud65c\uc6a9\ud558\uc5ec \uad11\uc0b0 \uc218\uba85\uc744 \uc5f0\uc7a5\ud558\ub294 \ud6a8\uacfc\uac00 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\uad6d\uc758 \ud3d0\ub0a9 \uae30\ubc18 &#8220;\ub3c4\uc2dc \uad11\uc0b0&#8221; \ubcf4\uc870\uae08 (CAGR\uc5d0 +0.3% \uc601\ud5a5): \uc911\uad6d\uc758 \ud3d0\ub0a9 \uae30\ubc18 &#8220;\ub3c4\uc2dc \uad11\uc0b0&#8221; \ubcf4\uc870\uae08\uc740 2\ucc28 \ub0a9\uc758 \ud604\uae08 \ube44\uc6a9\uc744 \ud1a4\ub2f9 900\ub2ec\ub7ec \ubbf8\ub9cc\uc73c\ub85c \ub0ae\ucdb0 \uc804 \uc138\uacc4\uc801\uc73c\ub85c \ub514\ud50c\ub808\uc774\uc158 \uc555\ub825\uc744 \uc218\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc81c\uc57d \uc694\uc778:<\/p>\n<p>*   OEM\uc758 \ub9ac\ud2ac\uc778\uc0b0\ucca0(LFP) \uc2dc\ub3d9 \ubc30\ud130\ub9ac\ub85c\uc758 \uc804\ud658 \uac00\uc18d\ud654 (CAGR\uc5d0 -0.3% \uc601\ud5a5): \uc911\uad6d \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4 BYD\uc640 CATL\uc740 LFP \uc2dc\ub3d9 \ubc30\ud130\ub9ac\ub97c \uc2dc\ud5d8 \uc6b4\uc6a9 \uc911\uc774\uba70, 10\ub144 \uc218\uba85\uc744 \uace0\ub824\ud560 \ub54c \ub0a9\ucd95\uc804\uc9c0\uc640 \uac70\uc758 \ub3d9\ub4f1\ud55c \ube44\uc6a9\uc5d0 \ub3c4\ub2ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. LFP \ubc30\ud130\ub9ac\uc758 \uae34 \uc218\uba85 \uc8fc\uae30\ub294 \uc5f0\uac04 15\ub9cc-20\ub9cc \ud1a4\uc758 \ub0a9 \uc218\uc694\ub97c \ub300\uccb4\ud560 \uc704\ud5d8\uc774 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc5c4\uaca9\ud55c PFAS(\uacfc\ubd88\ud654\ud654\ud569\ubb3c) \uaddc\uc81c\ub85c \uc778\ud55c \ub0a9 \uc81c\ub828\uc18c \uc6b4\uc601 \ube44\uc6a9 \uc0c1\uc2b9 (CAGR\uc5d0 -0.2% \uc601\ud5a5): EPA\uc758 2027\ub144\uae4c\uc9c0 \uc804\ud574 \uc815\uc81c \uacf5\uc815\uc5d0\uc11c PFAS \uacc4\uba74\ud65c\uc131\uc81c \uc0ac\uc6a9 \uae08\uc9c0 \uc81c\uc548\uc740 \uacf5\uc7a5\ub2f9 2\ucc9c\ub9cc-3\ucc9c\ub9cc \ub2ec\ub7ec\uc758 \uac1c\uc870 \ube44\uc6a9\uacfc \ud1a4\ub2f9 8-12\ub2ec\ub7ec\uc758 \uc6b4\uc601 \ube44\uc6a9 \uc99d\uac00\ub97c \ucd08\ub798\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc815\uad11 \ub4f1\uae09 \ud558\ub77d\uc73c\ub85c \uc778\ud55c \uc790\ubcf8 \uc9c0\ucd9c(CAPEX) \uc778\ud50c\ub808\uc774\uc158 (CAGR\uc5d0 -0.2% \uc601\ud5a5): \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc815\uad11 \ub4f1\uae09\uc774 \uc9c0\uc18d\uc801\uc73c\ub85c \ud558\ub77d\ud558\uba74\uc11c \ucc44\uad74 \ubc0f \ucc98\ub9ac \ube44\uc6a9\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ud2b9\ud788 \ud638\uc8fc\uc640 \uc911\uad6d\uc5d0\uc11c \uc2ec\uac01\ud569\ub2c8\ub2e4.<\/p>\n<p>3. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4:<br \/>\n    *   \ub0a9\ucd95\uc804\uc9c0\ub294 2025\ub144 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uc218\uc694\uc758 81.02%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ub3d9\ub825\uc6a9 \ubc30\ud130\ub9ac(Motive-Power Batteries)\ub294 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 3.05%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc544\ub9c8\uc874\uacfc \uac19\uc740 \ucc3d\uace0 \uc6b4\uc601\uc5c5\uccb4\ub294 \uc5ec\uc804\ud788 \ub0a9 \ubc30\ud130\ub9ac\ub97c \uc0ac\uc6a9\ud558\ub294 \uc804\ub3d9 \uc9c0\uac8c\ucc28\ub97c \uc120\ud638\ud558\uba70, \uc775\uc219\ud55c \ucda9\uc804 \ud504\ub85c\ud1a0\ucf5c\uacfc \ub0ae\uc740 \ucd08\uae30 \ube44\uc6a9\uc744 \uc911\uc694\ud558\uac8c \uc0dd\uac01\ud569\ub2c8\ub2e4.<br \/>\n    *   \ud0c4\uc57d\uc740 3-4%\uc758 \uc548\uc815\uc801\uc778 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud558\uba70, \uac74\uc124 \ubd80\ubb38(\ubc29\uc0ac\uc120 \ucc28\ud3d0)\uc740 1.5% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n    *   \uc804\uc790\uc81c\ud488(\ub0a9\ub55c)\uc740 RoHS \uaddc\uc81c\ub85c \uc778\ud574 8% \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uacf5\uae09\uc6d0\ubcc4:<br \/>\n    *   2\ucc28(\uc7ac\ud65c\uc6a9) \ub0a9\uc740 2025\ub144 \uacf5\uae09\ub7c9\uc758 62.65%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 2.29% \uc131\uc7a5\ud558\uc5ec 1\ucc28 \ucc44\uad74\ubcf4\ub2e4 \ube60\ub978 \uc131\uc7a5\uc138\ub97c \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. EU\uc758 \uc21c\ud658 \uacbd\uc81c \uc758\ubb34\ud654\uc640 \ubd81\ubbf8\uc758 99%\uc5d0 \ub2ec\ud558\ub294 \ubc30\ud130\ub9ac \ud68c\uc218\uc728\uc774 2\ucc28 \ub0a9 \uacf5\uae09\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   1\ucc28 \ub0a9\uc740 \uc544\ud504\ub9ac\uce74 \ub4f1 \uc7ac\ud65c\uc6a9 \uc2dc\uc2a4\ud15c\uc774 \ubbf8\ube44\ud55c \uc9c0\uc5ed\uc774\ub098 \ucd08\uace0\uc21c\ub3c4 \ud2b9\uc218 \uc6a9\ub3c4\uc5d0\uc11c \uc5ec\uc804\ud788 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uc81c\ud488 \ud615\ud0dc\ubcc4:<br \/>\n    *   \uc815\uc81c \ub0a9(\uc789\uacf3)\uc740 2025\ub144 54.18%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc9c0\ub9cc, \uc0b0\ud654\ub0a9 \ubc0f \ub0a9 \ud654\ud559\ubb3c\uc9c8\uc740 \uc5f0\ud3c9\uade0 3.02%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ubc30\ud130\ub9ac \ub4f1\uae09 PbO\ub294 \ud1a4\ub2f9 200-300\ub2ec\ub7ec\uc758 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ud615\uc131\ud558\uc5ec \uc81c\ub828\uc18c\uc758 \ud558\ub958 \ud1b5\ud569\uc744 \uc7a5\ub824\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ubb34\ubcf4\uc218 \uc2dc\ub3d9 \ubc30\ud130\ub9ac\uc6a9 \uce7c\uc298-\ub0a9 \ud569\uae08 \uc218\uc694\ub3c4 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4:<br \/>\n    *   \uc790\ub3d9\ucc28 \ubd80\ubb38\uc740 2025\ub144 \ub0a9 \uc218\uc694\uc758 48.45%\ub97c \uc18c\ube44\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc5d0\ub108\uc9c0 \ubc0f \uc720\ud2f8\ub9ac\ud2f0 \ubd80\ubb38\uc740 \uc8fc\ud30c\uc218 \uc870\uc808\uc6a9 VRLA \ubc30\ud130\ub9ac \uc124\uce58 \uc99d\uac00\ub85c 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 3.19%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uce98\ub9ac\ud3ec\ub2c8\uc544\uc640 \ud14d\uc0ac\uc2a4\ub294 2025\ub144\uc5d0 800MWh\uc758 \ub0a9\ucd95\uc804\uc9c0 \uc800\uc7a5 \uc7a5\uce58\ub97c \uc124\uce58\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc0b0\uc5c5 \uc81c\uc870(\ub370\uc774\ud130 \uc13c\ud130 UPS, \ucc3d\uace0 \uc804\ub3d9\ud654)\ub294 2.5%, \uac74\uc124(\ubcd1\uc6d0 \ucc28\ud3d0)\uc740 1.8% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \ubcf4\uc774\uba70, \uac00\uc804\uc81c\ud488\uc740 RoHS \ub0a9 \uae08\uc9c0 \ud655\ub300\ub85c 3% \uac10\uc18c\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>4. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \uc2dc\uc7a5\uc758 51.28%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 2.99% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d\uc758 50\uc5b5 \uc704\uc548 \uaddc\ubaa8 \ub3c4\uc2dc \uad11\uc0b0 \ubcf4\uc870\uae08 \ud504\ub85c\uadf8\ub7a8\uc740 \ud68c\uc218\uc728\uc744 98%\ub85c \ub192\uc600\uace0, \uc778\ub3c4\uc758 EMPS\ub294 \uc800\uc18d EV \ubcf4\uc870\uae08\uc744 \ud655\ub300\ud558\uc5ec \ub0a9 \ubc30\ud130\ub9ac \uae30\ubc18 e-\ub9ad\uc0e4 \uc2dc\uc7a5\uc744 \uc9c0\uc6d0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: 99%\uc758 \ub192\uc740 \ubc30\ud130\ub9ac \ud68c\uc218\uc728\uacfc Ecobat\uc758 17\uac1c \uc2dc\uc124 \ub124\ud2b8\uc6cc\ud06c\uac00 \uc2dc\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. EPA\uc758 \ub0a9 \uc11c\ube44\uc2a4 \ub77c\uc778 \uc81c\uac70 \uc815\ucc45\uc740 \ud68c\uc218\ub41c \uae08\uc18d\uc744 \uc81c\ub828\uc18c\ub85c \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \ub3c5\uc77c OEM\uc740 LFP \uc2dc\ub3d9 \ubc30\ud130\ub9ac\ub97c \ud14c\uc2a4\ud2b8\ud558\uace0 \uc788\uc73c\ub098, \uc800\uc628 \ubb38\uc81c\ub85c \uc778\ud574 \uad11\ubc94\uc704\ud55c \ub3c4\uc785\uc774 \uc9c0\uc5f0\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. Ecobat\uc758 \uc601\uad6d \ubc0f \ub3c5\uc77c \uc2dc\uc124\uc740 PFAS \uac1c\uc870 \ube44\uc6a9\uc744 \uc808\uac10\ud558\uc5ec \uacbd\uc7c1 \uc6b0\uc704\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub0a8\ubbf8: \ube0c\ub77c\uc9c8\uc758 \uad50\uccb4 \uc218\uc694\uac00 \uacac\uace0\ud558\uac8c \uc720\uc9c0\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: \ucc28\ud3d0 \ubc0f \ubc31\uc5c5 \uc804\ub825\uc744 \ud544\uc694\ub85c \ud558\ub294 \uc778\ud504\ub77c \ud504\ub85c\uc81d\ud2b8\ub85c \uc778\ud574 \uc131\uc7a5\uc744 \uacbd\ud5d8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uacbd\uc7c1 \ud658\uacbd \ubc0f \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>\ub0a9 \uc2dc\uc7a5\uc740 \ud30c\ud3b8\ud654\ub418\uc5b4 \uc788\uc73c\uba70, \uc2e0\ud765 \uc2dc\uc7a5\uc758 \uc218\uac70 \ub124\ud2b8\uc6cc\ud06c\uc5d0\uc11c \uc0c8\ub85c\uc6b4 \uae30\ud68c\uac00 \ubc1c\uc0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Redwood Materials\uc640 \uac19\uc740 \uae30\uc5c5\ub4e4\uc774 \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc5d0 \uc9c4\uc785\ud558\uace0 \uc788\uc73c\uba70, PFAS \uaddc\uc81c \ube44\uc6a9 \ubc0f \uad11\uc11d \ub4f1\uae09 \ud558\ub77d\uc73c\ub85c \uc778\ud574 \ud1b5\ud569\ub418\uc9c0 \uc54a\uc740 \uc18c\uaddc\ubaa8 \uc81c\ub828\uc18c\ub4e4 \uac04\uc758 \ud1b5\ud569\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uae30\uc5c5: Glencore, KOREAZINC, Teck Resources Limited, Vedanta Resources Limited, Nyrstar \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5:<br \/>\n*   2025\ub144 3\uc6d4: JMJ \uadf8\ub8f9\uc774 \uce74\ud0c0\ub974\uc5d0 Nafees Batteries\uc758 \uc0c8\ub85c\uc6b4 \ub0a9 \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uacf5\uc7a5\uc744 \uac1c\uc124\ud558\uc5ec \uc0ac\uc6a9 \ud6c4 \ub0a9\ucd95\uc804\uc9c0(ULAB)\ub97c \uace0\uc21c\ub3c4 \ub0a9 \ud569\uae08\uc73c\ub85c \ucc98\ub9ac\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 2\uc6d4: Luminous Power Technologies\uac00 \uc778\ub3c4 \ubd81\ubd80\uc5d0 \uc0c8\ub85c\uc6b4 \uc0b0\uc5c5\uc6a9 \ubc30\ud130\ub9ac \uacf5\uc7a5\uc744 \uac1c\uc124\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc2dc\uc124\uc740 100% \ud68c\uc0c9 \uc0b0\ud654\ubb3c\uc744 \uc2b5\uc2dd \ud398\uc774\uc2a4\ud2b8 \ucda9\uc804 \ubc29\uc2dd\uc73c\ub85c \ud65c\uc6a9\ud558\ub294 \uce5c\ud658\uacbd \uc591\uadf9\ud310 \uc81c\uc870 \uc2dc\uc2a4\ud15c\uc744 \uac16\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\uc758 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21 \uc218\uce58\ub294 Mordor Intelligence\uc758 \ub3c5\uc810\uc801\uc778 \ucd94\uc815 \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uc0ac\uc6a9\ud558\uc5ec 2026\ub144 1\uc6d4 \uae30\uc900 \ucd5c\uc2e0 \ub370\uc774\ud130 \ubc0f \ud1b5\ucc30\ub825\uc73c\ub85c \uc5c5\ub370\uc774\ud2b8\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \ub0a9(Lead) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub0a9\uc740 \uc5f0\uc9c8\uc758 \ud654\ud559 \uc6d0\uc18c(Pb)\ub85c, \uc8fc\ub85c \ud669\ud654\ub0a9(PbS) \uac08\ub808\ub098\uc640 \uac19\uc740 \uad11\uc11d \ubc0f \ubc30\ud130\ub9ac, \ud30c\uc774\ud504 \ub4f1\uc758 \uc2a4\ud06c\ub7a9\uc5d0\uc11c \ucd94\ucd9c\ub418\uba70, \ub0a9\ucd95\uc804\uc9c0, \uc548\ub8cc, \ud0c4\uc57d, \ucf00\uc774\ube14 \ud53c\ubcf5 \ub4f1 \ub2e4\uc591\ud55c \ubd84\uc57c\uc5d0 \ud65c\uc6a9\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \uc5f0\uad6c \ubc29\ubc95\ub860, \ud575\uc2ec \uc694\uc57d, \uc2dc\uc7a5 \ud658\uacbd, \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21, \uacbd\uc7c1 \ud658\uacbd, \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \ub370\uc774\ud130 \uc13c\ud130 \ubc0f 5G \ubc31\uc5c5 \uc2dc\uc2a4\ud15c\uc758 \ub0a9\ucd95\uc804\uc9c0 \uc218\uc694 \uae09\uc99d, \uc544\uc2dc\uc544 \uc2e0\ud765 \uc2dc\uc7a5\uc5d0\uc11c\uc758 \uc800\uc18d \uc804\uae30\ucc28(\uc804\ub3d9 \uc778\ub825\uac70, \uace8\ud504 \uce74\ud2b8) \ubd80\ud65c, EU \ubc0f \ubbf8\uad6d \ubc30\ud130\ub9ac \uaddc\uc815\uc758 \uc7ac\ud65c\uc6a9 \ud568\ub7c9 \uc758\ubb34\ud654, \ub2e4\uae08\uc18d \uc815\uc81c\uc18c \uac1c\uc870\ub97c \ud1b5\ud55c \uc7a0\uc7ac\uc801 1\ucc28 \ub0a9 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ubcf4, \uadf8\ub9ac\uace0 \uc911\uad6d\uc758 \uc2a4\ud06c\ub7a9 \uae30\ubc18 &#8220;\ub3c4\uc2dc \uad11\uc0b0&#8221; \ubcf4\uc870\uae08 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 OEM\uc758 \ub9ac\ud2ac\uc778\uc0b0\ucca0(LiFePO4) \uc2dc\ub3d9 \ubc30\ud130\ub9ac\ub85c\uc758 \uc804\ud658 \uac00\uc18d\ud654, \uc5c4\uaca9\ud55c PFAS(\uacfc\ubd88\ud654\ud654\ud569\ubb3c) \uaddc\uc81c\ub85c \uc778\ud55c \ub0a9 \uc81c\ub828\uc18c \uc6b4\uc601 \ube44\uc6a9 \uc0c1\uc2b9(\ubd81\ubbf8 \ubc0f EU \uc81c\ub828\uc18c\ub294 \uc2dc\uc124\ub2f9 2\ucc9c\ub9cc~3\ucc9c\ub9cc \ub2ec\ub7ec \ud22c\uc790 \ubc0f \ud1a4\ub2f9 8~12\ub2ec\ub7ec \ucd94\uac00 \ube44\uc6a9 \ubc1c\uc0dd), \uadf8\ub9ac\uace0 \ub9cc\uc131\uc801\uc778 \uc815\uad11 \ub4f1\uae09 \ud558\ub77d\uc73c\ub85c \uc778\ud55c CAPEX(\uc790\ubcf8 \uc9c0\ucd9c) \uc778\ud50c\ub808\uc774\uc158 \ub4f1\uc774 \uc9c0\ubaa9\ub429\ub2c8\ub2e4.<\/p>\n<p>\uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d\uacfc \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778(\uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611, \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825, \uacf5\uae09\uc790\uc758 \uad50\uc12d\ub825, \ub300\uccb4\uc7ac\uc758 \uc704\ud611, \uacbd\uc7c1 \uac15\ub3c4) \ubd84\uc11d\uc744 \ud1b5\ud574 \uc2dc\uc7a5 \uad6c\uc870\uc640 \uacbd\uc7c1 \ud658\uacbd\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc5d0 \ub530\ub974\uba74, \ub0a9 \uc2dc\uc7a5\uc740 2031\ub144\uae4c\uc9c0 1,889\ub9cc \ud1a4\uc5d0 \ub3c4\ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 2.04%\uc785\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \uae30\uc900 \uc804\uccb4 \ubb3c\ub7c9\uc758 51.28%\ub97c \ucc28\uc9c0\ud558\uba70 2031\ub144\uae4c\uc9c0 \uac00\uc7a5 \ud070 \uae30\uc5ec\ub97c \ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uacf5\uae09\uc6d0\ubcc4\ub85c\ub294 \uaddc\uc81c\uc801 \uc7ac\ud65c\uc6a9 \ud568\ub7c9 \uc758\ubb34\ud654\uc640 \ub0ae\uc740 \uc6b4\uc601 \ube44\uc6a9\uc5d0 \ud798\uc785\uc5b4 \uc7ac\ud65c\uc6a9 \ub0a9(2\ucc28 \ub0a9) \uacf5\uae09\uc774 2.29%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uc5ec 1\ucc28 \ub0a9(1.65% CAGR)\ubcf4\ub2e4 \ube60\ub974\uac8c \uc99d\uac00\ud560 \uac83\uc785\ub2c8\ub2e4. \ucd5c\uc885 \uc0ac\uc6a9\uc790 \ubd80\ubb38 \uc911 \uc5d0\ub108\uc9c0 \ubc0f \uc720\ud2f8\ub9ac\ud2f0 \uc800\uc7a5 \ubd80\ubb38\uc740 \uadf8\ub9ac\ub4dc \uc548\uc815\uc131\uc744 \uc704\ud55c VRLA \ubc30\ud130\ub9ac \ubc30\ud3ec \uc99d\uac00\ub85c 3.19%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \uc801\uc6a9 \ubd84\uc57c(\ud0c4\uc57d, \ubc30\ud130\ub9ac, \uac74\uc124, \uc804\uc790\uc81c\ud488, \ud574\uc591, \ubc30\uad00 \ub4f1), \uacf5\uae09\uc6d0(1\ucc28\/\ucc44\uad74, 2\ucc28\/\uc7ac\ud65c\uc6a9), \uc81c\ud488 \ud615\ud0dc(\uc815\uc81c \ub0a9, \ub0a9 \ud569\uae08, \uc0b0\ud654\ub0a9 \ubc0f \ud654\ud559\ubb3c\uc9c8, \ub0a9 \uc815\uad11), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\uc790\ub3d9\ucc28, \uc5d0\ub108\uc9c0 \ubc0f \uc720\ud2f8\ub9ac\ud2f0, \uc0b0\uc5c5 \uc81c\uc870, \uac74\uc124 \ubc0f \uc778\ud504\ub77c, \uac00\uc804\uc81c\ud488, \uad6d\ubc29, \ud574\uc591 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uc21c\uc704 \ubd84\uc11d, \uadf8\ub9ac\uace0 Battery Solutions LLC, Ecobat, Glencore, Korea Zinc, Vedanta Resources \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc0c1\uc138 \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \ub610\ud55c \ubbf8\uac1c\ucc99 \uc2dc\uc7a5 \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d \ud3c9\uac00, \uadf8\ub9ac\uace0 \ub0a9 \uc7ac\ud65c\uc6a9 \uc778\ud504\ub77c \ud655\uc7a5\uc5d0 \ub300\ud55c \ud1b5\ucc30\ub825\uc744 \ud1b5\ud574 \uc2dc\uc7a5 \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-51100","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\/51100"}],"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=51100"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/51100\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=51100"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=51100"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=51100"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}