{"id":54773,"date":"2026-02-24T05:09:10","date_gmt":"2026-02-24T05:09:10","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/tire-material-market-mordor\/"},"modified":"2026-09-25T12:25:34","modified_gmt":"2026-09-25T03:25:34","slug":"tire-material-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/tire-material-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud0c0\uc774\uc5b4 \uc18c\uc7ac \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/tire-material-market-1763543628796-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\/tire-material-market-size-image-1770827535291.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 \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 \uc804\uae30\ucc28 \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \ucc28\ub7c9 \uc0dd\uc0b0\uc758 \uc804 \uc138\uacc4\uc801 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 OEM\uc758 \uc800\uad6c\ub984 \uc800\ud56d \ud654\ud569\ubb3c\ub85c\uc758 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc804\uc790\uc0c1\uac70\ub798 \ud65c\ub3d9\uc758 \uae09\uc99d\uacfc \uadf8\uc5d0 \ub530\ub978 \uad50\uccb4 \ud0c0\uc774\uc5b4 \uc8fc\ud589 \uac70\ub9ac \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.4 \ub3d9\ub0a8\uc544\uc2dc\uc544\uc758 \uc7ac\uc0b0\uc5c5\ud654\ub85c \uc778\ud55c \uc0c8\ub85c\uc6b4 \ud604\uc9c0 \ud0c0\uc774\uc5b4 \uacf5\uc7a5 \uc124\ub9bd<\/li>\n<li class=\"toc-level-3\">4.2.5 \ud604\uc7a5 \ub0c9\uac04 \uc7ac\ud65c\uc6a9\uc744 \ud1b5\ud55c \uc21c\ud658 \uc6d0\ub8cc \uacf5\uae09 \uac00\ub2a5<\/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 \ubcc0\ub3d9\uc131\uc774 \ud070 \uc6d0\uc720 \ubc0f \uce74\ubcf8 \ube14\ub799 \uac00\uaca9<\/li>\n<li class=\"toc-level-3\">4.3.2 2024-25\ub144 OEM \uc7ac\uace0 \uc18c\uc9c4<\/li>\n<li class=\"toc-level-3\">4.3.3 EU PFAS \uae08\uc9c0 \uc784\ubc15\uc73c\ub85c \uc778\ud55c \ubd88\uc18c\ud654 \ucca8\uac00\uc81c \uc81c\ud55c<\/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 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/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 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.4 \ub300\uccb4 \uc81c\ud488\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.5 \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 (\ubb3c\ub7c9)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc7ac\ub8cc \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc5d8\ub77c\uc2a4\ud1a0\uba38<\/li>\n<li class=\"toc-level-4\">5.1.1.1 \ucc9c\uc5f0\uace0\ubb34<\/li>\n<li class=\"toc-level-4\">5.1.1.2 \ud569\uc131\uace0\ubb34<\/li>\n<li class=\"toc-level-3\">5.1.2 \ubcf4\uac15 \ucda9\uc804\uc7ac<\/li>\n<li class=\"toc-level-4\">5.1.2.1 \uce74\ubcf8 \ube14\ub799<\/li>\n<li class=\"toc-level-4\">5.1.2.2 \uc2e4\ub9ac\uce74<\/li>\n<li class=\"toc-level-3\">5.1.3 \uac00\uc18c\uc81c<\/li>\n<li class=\"toc-level-4\">5.1.3.1 \ud30c\ub77c\ud540 \uc624\uc77c<\/li>\n<li class=\"toc-level-4\">5.1.3.2 \ub098\ud504\ud150 \uc624\uc77c<\/li>\n<li class=\"toc-level-4\">5.1.3.3 \ubc29\ud5a5\uc871 \uc624\uc77c<\/li>\n<li class=\"toc-level-3\">5.1.4 \ud654\ud559 \ubb3c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.1.4.1 \ud669<\/li>\n<li class=\"toc-level-4\">5.1.4.2 \uc0b0\ud654\uc544\uc5f0<\/li>\n<li class=\"toc-level-4\">5.1.4.3 \uc2a4\ud14c\uc544\ub974\uc0b0<\/li>\n<li class=\"toc-level-3\">5.1.5 \uae08\uc18d \ubcf4\uac15\uc7ac<\/li>\n<li class=\"toc-level-4\">5.1.5.1 \uc2a4\ud2f8 \ucf54\ub4dc<\/li>\n<li class=\"toc-level-4\">5.1.5.2 \ube44\ub4dc \uc640\uc774\uc5b4<\/li>\n<li class=\"toc-level-3\">5.1.6 \uc9c1\ubb3c \ubcf4\uac15\uc7ac<\/li>\n<li class=\"toc-level-4\">5.1.6.1 \ub098\uc77c\ub860<\/li>\n<li class=\"toc-level-4\">5.1.6.2 \ud3f4\ub9ac\uc5d0\uc2a4\ud130<\/li>\n<li class=\"toc-level-4\">5.1.6.3 \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ucc28\ub7c9 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc2b9\uc6a9\ucc28<\/li>\n<li class=\"toc-level-3\">5.2.2 \uacbd\uc0c1\uc6a9\ucc28 (LCV)<\/li>\n<li class=\"toc-level-3\">5.2.3 \ub300\ud615 \ud2b8\ub7ed<\/li>\n<li class=\"toc-level-3\">5.2.4 \ubc84\uc2a4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.3.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.1.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.3.1.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.3.1.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.1.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.3.1.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.3.2 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.3.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.3.2.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.3.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.3.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.3.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.3.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.3.3.6 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-4\">5.3.3.7 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.3.3.8 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.3.3.9 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.3.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.3.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.3.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.3.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.3.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.3.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.3.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.3.5.3 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.3.5.4 \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<\/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, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5 \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\">6.4.1 Bekaert<\/li>\n<li class=\"toc-level-3\">6.4.2 Birla Carbon<\/li>\n<li class=\"toc-level-3\">6.4.3 Bridgestone Corporation<\/li>\n<li class=\"toc-level-3\">6.4.4 Cabot Corporation<\/li>\n<li class=\"toc-level-3\">6.4.5 Continental AG<\/li>\n<li class=\"toc-level-3\">6.4.6 Evonik<\/li>\n<li class=\"toc-level-3\">6.4.7 Exxon Mobil Corporation<\/li>\n<li class=\"toc-level-3\">6.4.8 JSR Corporation<\/li>\n<li class=\"toc-level-3\">6.4.9 Kuraray Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.10 LANXESS<\/li>\n<li class=\"toc-level-3\">6.4.11 Linglong Tire<\/li>\n<li class=\"toc-level-3\">6.4.12 Michelin<\/li>\n<li class=\"toc-level-3\">6.4.13 Orion<\/li>\n<li class=\"toc-level-3\">6.4.14 Sailun Group Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.15 Sumitomo Rubber Industries, Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.16 Umicore<\/li>\n<li class=\"toc-level-3\">6.4.17 Zhongce Rubber Group Co., Ltd.<\/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>\ud0c0\uc774\uc5b4 \uc18c\uc7ac \uc2dc\uc7a5 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p># 1. \ubcf4\uace0\uc11c \uac1c\uc694 \ubc0f \uc2dc\uc7a5 \uc2a4\ub0c5\uc0f7<\/p>\n<p>\ud0c0\uc774\uc5b4 \uc18c\uc7ac \uc2dc\uc7a5\uc740 \uc804\uae30\ucc28(EV) \uc0dd\uc0b0 \uc99d\uac00, \uc5c4\uaca9\ud574\uc9c0\ub294 \ud658\uacbd \uaddc\uc81c, \uc804\uc790\uc0c1\uac70\ub798 \ud655\ub300\ub85c \uc778\ud55c \uad50\uccb4 \ud0c0\uc774\uc5b4 \uc218\uc694 \uc99d\ub300 \ub4f1\uc5d0 \ud798\uc785\uc5b4 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 8.04%\uc758 \uacac\uace0\ud55c \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70 2031\ub144\uc5d0\ub294 215\ub9cc \ud1a4 \uaddc\ubaa8\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. Mordor Intelligence\uc758 \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, 2026\ub144 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 146\ub9cc \ud1a4\uc73c\ub85c \ucd94\uc815\ub418\uba70, 2025\ub144 135\ub9cc \ud1a4\uc5d0\uc11c \uc9c0\uc18d\uc801\uc73c\ub85c \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc804 \uc138\uacc4 \ubb3c\ub7c9\uc758 52.05%(2025\ub144 \uae30\uc900)\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc774 2031\ub144\uae4c\uc9c0 5.82%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc73c\ub85c \ud3c9\uac00\ub429\ub2c8\ub2e4.<\/p>\n<p># 2. \uc2dc\uc7a5 \ubd84\uc11d \ubc0f \uc8fc\uc694 \ub3d9\ud5a5<\/p>\n<p>\uc804\uae30\ucc28 \ubc30\ud130\ub9ac \ud329\uc758 \ubb34\uac8c \uc99d\uac00, \uc720\ub85c 7(Euro 7) \ud0c0\uc774\uc5b4 \ub9c8\ubaa8 \uc81c\ud55c \uac15\ud654, \uc804\uc790\uc0c1\uac70\ub798 \ubb3c\ub958 \ucc28\ub7c9\uc758 \uad50\uccb4 \uc8fc\uae30 \ub2e8\ucd95 \ub4f1\uc740 \ud0c0\uc774\uc5b4 \uc18c\uc7ac \uc2dc\uc7a5\uc758 \ubcc0\ud654\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc694\uc778\ub4e4\uc740 \ud569\uc131 \uc5d8\ub77c\uc2a4\ud1a0\uba38 \ubc0f \uace0\uc2e4\ub9ac\uce74 \ud544\ub7ec \uc2dc\uc2a4\ud15c\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud1b5\ud569 \ud0c0\uc774\uc5b4 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc7ac\uc0dd \uce74\ubcf8 \ube14\ub799(rCB) \ubc0f \ubc14\uc774\uc624 \uae30\ubc18 \uc2e4\ub9ac\uce74\uc5d0 \ud22c\uc790\ud558\uba70 \uacf5\uae09\ub9dd \ubcf4\uc548\uc744 \uac15\ud654\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ub2e8\uc21c\ud788 \uac00\uaca9 \uacbd\uc7c1\uc744 \ub118\uc5b4\uc120 \uc804\ub7b5\uc801 \uc911\uc694\uc131\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc704\ud5d8 \uc694\uc18c\ub85c\ub294 \uc6d0\uc720 \uac00\uaca9 \ubcc0\ub3d9\uc131, PFAS(\uacfc\ubd88\ud654\ud654\ud569\ubb3c) \uaddc\uc81c \uc784\ubc15, OEM \uc7ac\uace0 \uc870\uc815 \uc9c0\uc18d \ub4f1\uc774 \uc788\uc73c\uba70, \uc774\ub294 \ub2e8\uae30\uc801\uc778 \uacc4\ud68d \uc218\ub9bd\uc5d0 \ubd88\ud655\uc2e4\uc131\uc744 \ub354\ud558\uace0 \uc21c\ud658 \uacf5\uae09\uc6d0\ub8cc\uc758 \uac00\uce58\ub97c \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 3. \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d (Key Takeaways)<\/p>\n<p>*   \uc18c\uc7ac \uc720\ud615\ubcc4: \uc5d8\ub77c\uc2a4\ud1a0\uba38\ub294 2025\ub144 \ud0c0\uc774\uc5b4 \uc18c\uc7ac \uc2dc\uc7a5\uc758 42.88%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ubcf4\uc600\uace0, 2031\ub144\uae4c\uc9c0 5.43%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc9c0\uc18d \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucc28\ub7c9 \uc720\ud615\ubcc4: \uc2b9\uc6a9\ucc28\ub294 2025\ub144 \uc2dc\uc7a5\uc758 32.74%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, \ub300\ud615 \ud2b8\ub7ed\uc774 2025\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 5.95%\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 52.05%\ub85c \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud588\uc73c\uba70, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc740 2031\ub144\uae4c\uc9c0 5.82%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p># 4. \uae00\ub85c\ubc8c \ud0c0\uc774\uc5b4 \uc18c\uc7ac \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778 (Drivers)<\/p>\n<p>\ud0c0\uc774\uc5b4 \uc18c\uc7ac \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc804\uae30\ucc28 \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \ucc28\ub7c9 \uc0dd\uc0b0 \uc99d\uac00 (+1.8% CAGR \uc601\ud5a5): 2023\ub144 \uc804\uae30 \ud2b8\ub7ed \ud310\ub9e4\ub7c9\uc774 \uc804\ub144 \ub300\ube44 35% \uc99d\uac00\ud558\ub294 \ub4f1 \uc804\uae30\ucc28 \uc2dc\uc7a5\uc774 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 300~500kg\uc5d0 \ub2ec\ud558\ub294 \ubb34\uac70\uc6b4 \ubc30\ud130\ub9ac \ud329\uc740 \ud0c0\uc774\uc5b4 \uc811\uc9c0\uba74\uc5d0 \ucd94\uac00\uc801\uc778 \ud558\uc911\uc744 \uac00\ud558\uc5ec \uae30\uc874 \ubcf5\ud569\uc7ac\uc758 \uc218\uba85\uc744 \uc808\ubc18\uc73c\ub85c \ub2e8\ucd95\uc2dc\ud0b5\ub2c8\ub2e4. \uc774\uc5d0 \ub530\ub77c \ud0c0\uc774\uc5b4 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ubc1c\uc5f4 \uc99d\uac00 \uc5c6\uc774 \ub0ae\uc740 \ud68c\uc804 \uc800\ud56d \ubaa9\ud45c\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574 \uc561\uc0c1 \ud30c\ub974\ub124\uc13c \uace0\ubb34(liquid farnesene rubber)\uc640 \uac19\uc740 \ud569\uc131 \ube14\ub80c\ub4dc\ub97c \ud14c\uc2a4\ud2b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucfe0\ub77c\ub808(Kuraray)\uc640 JSR \uac19\uc740 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ub0ae\uc740 \ud0c4\uc18c \uc9d1\uc57d\ub3c4\ub85c \uc6a9\uc561 \uc911\ud569 S-SBR(solution S-SBR)\uacfc \uc720\uc0ac\ud55c \uc131\ub2a5\uc744 \uc81c\uacf5\ud558\ub294 \ubc14\uc774\uc624 \uae30\ubc18 \ud3f4\ub9ac\uba38 \uc0c1\uc6a9\ud654\uc5d0 \ubc15\ucc28\ub97c \uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub0ae\uc740 \ud68c\uc804 \uc800\ud56d \ubcf5\ud569\uc7ac\ub85c\uc758 OEM \uc804\ud658 (+1.5% CAGR \uc601\ud5a5): 2026\ub144 \uc911\ubc18 \ubc1c\ud6a8\ub420 \uc720\ub85c 7 \uaddc\uc81c\ub294 \uc2b9\uc6a9\ucc28 \ubc0f \uacbd\uc0c1\uc6a9\ucc28\uc758 \ud0c0\uc774\uc5b4 \ub9c8\ubaa8 \ud55c\ub3c4\ub97c \uac01\uac01 7mg\/km, 11mg\/km\ub85c \uc81c\ud55c\ud558\uc5ec \uace0\uce74\ubcf8 \ube14\ub799 \ubcf5\ud569\uc7ac \uc0ac\uc6a9\uc744 \uc81c\ud55c\ud569\ub2c8\ub2e4. \uc774\uc5d0 \ub530\ub77c OEM\ub4e4\uc740 \ud68c\uc804 \uc800\ud56d\uc744 \ucd5c\ub300 20% \uc904\uc774\uba74\uc11c \uc2b5\uc2dd \uadf8\ub9bd \ubaa9\ud45c\ub97c \ucda9\uc871\ud558\ub294 \uc2e4\ub9ac\uce74-\uc2e4\ub780 \uc2dc\uc2a4\ud15c\uc744 \uc120\ud638\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5d0\ubcf4\ub2c9(Evonik)\uc758 \ubc14\uc774\uc624 \uc5d0\ud0c4\uc62c \uae30\ubc18 ULTRASIL 9100 GR\uacfc PPG\uc758 AGILON \uc2e4\ub9ac\uce74\ub294 CO\u2082 \ubc30\ucd9c\ub7c9 \uac10\uc18c \ubc0f \ub0ae\uc740 \ud63c\ud569 \uc5d0\ub108\uc9c0 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uba70 \uc2dc\uc7a5 \ubcc0\ud654\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc804\uc790\uc0c1\uac70\ub798 \ud65c\ub3d9 \ubc0f \uad50\uccb4 \ud0c0\uc774\uc5b4 \uc8fc\ud589\uac70\ub9ac \uc99d\uac00 (+1.2% CAGR \uc601\ud5a5): 2024\ub144 \ubbf8\uad6d \uad50\uccb4 \ud0c0\uc774\uc5b4 \ucd9c\ud558\ub7c9\uc740 3\uc5b5 3,740\ub9cc \uac1c\uc5d0 \ub2ec\ud588\uc73c\uba70, \uc0c1\uc5c5\uc6a9 \ud2b8\ub7ed \uad50\uccb4 \uc218\uc694\ub294 \uc804\ub144 \ub300\ube44 8.9% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \ubc30\uc1a1 \ucc28\ub7c9\uc758 \uac70\uc758 \uc5f0\uc18d\uc801\uc778 \uc6b4\ud589 \uc8fc\uae30\ub294 \ub9c8\ubaa8\uc728\uc744 3\ubc30 \ub192\uc5ec, \uc5ec\ub7ec \ubc88 \uc7ac\uc0dd \uac00\ub2a5\ud55c \ucf00\uc774\uc2f1 \uc218\uba85\uc744 \uc5f0\uc7a5\ud558\ub294 \ubcf5\ud569\uc7ac\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. Sailun\uc758 \uc561\uc0c1 \uace8\ub4dc \ubcf5\ud569\uc7ac\ub294 EV\uc758 \uc5d0\ub108\uc9c0 \uc18c\ube44\ub97c \uc904\uc774\uace0 \ud2b8\ub808\ub4dc \uc218\uba85\uc744 \ucd5c\ub300 30% \uc5f0\uc7a5\ud558\ub294 \ub4f1 \ud601\uc2e0\uc801\uc778 \uc81c\ud488\uc774 \ub4f1\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub3d9\ub0a8\uc544\uc2dc\uc544\uc758 \uc7ac\uc0b0\uc5c5\ud654 (+1.0% CAGR \uc601\ud5a5): \ud0dc\uad6d \ud22c\uc790\uccad\uc740 2020\ub144 \uc774\ud6c4 1,120\uc5b5 \ud0dc\uad6d \ubc14\ud2b8(THB) \uc774\uc0c1\uc758 \uac00\uce58\ub97c \uc9c0\ub2cc 41\uac1c\uc758 \ud0c0\uc774\uc5b4 \ud504\ub85c\uc81d\ud2b8\ub97c \uc2b9\uc778\ud588\uc73c\uba70, \ubbf8\uc250\ub9b0(Michelin)\uc758 3\uc5b5 \uc720\ub85c \uaddc\ubaa8 \ud655\uc7a5 \uacc4\ud68d\ub3c4 \ud3ec\ud568\ub429\ub2c8\ub2e4. \ucf58\ud2f0\ub128\ud0c8(Continental), \uae08\ud638(Kumho) \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc740 \uc911\uad6d\ubcf4\ub2e4 15~25% \ub0ae\uc740 \uc778\uac74\ube44\uc640 GSP+ \uc81c\ub3c4\ub97c \ud1b5\ud55c EU \uc2dc\uc7a5 \ubb34\uad00\uc138 \uc811\uadfc\uc758 \uc774\uc810\uc744 \ud65c\uc6a9\ud558\uc5ec ASEAN \uc9c0\uc5ed\uc5d0\uc11c \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud6a8\uc131(Hyosung)\uc740 \ubca0\ud2b8\ub0a8\uc5d0 \uc138\uacc4 \ucd5c\ub300 \ud1b5\ud569 \ud0c0\uc774\uc5b4 \ucf54\ub4dc \uc0dd\uc0b0 \uc2dc\uc124\uc744 \uc6b4\uc601\ud558\uba70 \ub9ac\ub4dc \ud0c0\uc784\uc744 \ub2e8\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud604\uc7a5 \uc7ac\ud65c\uc6a9 \ubc0f \uc21c\ud658 \uacf5\uae09\uc6d0\ub8cc (+0.7% CAGR \uc601\ud5a5): \uc720\ub7fd, \ubd81\ubbf8, \uc911\uad6d\uc758 \uc2dc\ubc94 \uc0ac\uc5c5\uc7a5\uc5d0\uc11c \uc9c4\ud589\ub418\ub294 \ud604\uc7a5 \uc7ac\ud65c\uc6a9(cold-in-place recycling) \ubc0f \uc21c\ud658 \uacf5\uae09\uc6d0\ub8cc \uc0ac\uc6a9\uc740 \uc9c0\uc18d \uac00\ub2a5\uc131 \ubaa9\ud45c \ub2ec\uc131\uc5d0 \uae30\uc5ec\ud558\uba70 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 5. \uc8fc\uc694 \uc2dc\uc7a5 \uc5b5\uc81c \uc694\uc778 (Restraints)<\/p>\n<p>\ud0c0\uc774\uc5b4 \uc18c\uc7ac \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc694\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc6d0\uc720 \ubc0f \uce74\ubcf8 \ube14\ub799 \uac00\uaca9 \ubcc0\ub3d9\uc131 (-1.3% CAGR \uc601\ud5a5): 2024\ub144 6\uc6d4 \ub7ec\uc2dc\uc544\uc0b0 \uc218\uc785 \uae08\uc9c0 \uc774\ud6c4 \uc720\ub7fd \uce74\ubcf8 \ube14\ub799 \uac00\uaca9\uc774 18% \uc0c1\uc2b9\ud558\ub294 \ub4f1 \uc6d0\uc720 \ubc0f \uce74\ubcf8 \ube14\ub799 \uac00\uaca9 \ubcc0\ub3d9\uc131\uc740 \ud0c0\uc774\uc5b4 \uc81c\uc870\uc5c5\uccb4\uc758 \ub9c8\uc9c4 \uc555\ubc15\uc73c\ub85c \uc774\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucc9c\uc5f0\uace0\ubb34 \uc120\ubb3c \uac00\uaca9 \ub610\ud55c \ubcc0\ub3d9\uc131\uc774 \ucee4, \ud0c0\uc774\uc5b4 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 60~90\uc77c\uce58\uc758 \uc548\uc804 \uc7ac\uace0\ub97c \uc720\uc9c0\ud558\uba70 \uc6b4\uc804\uc790\ubcf8\uc744 \ubb36\uc5b4\ub450\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144\uae4c\uc9c0\uc758 OEM \uc7ac\uace0 \uc870\uc815 (-0.9% CAGR \uc601\ud5a5): 2025\ub144\uae4c\uc9c0 \uc9c0\uc18d\ub420 OEM \uc7ac\uace0 \uc870\uc815\uc740 \uc804 \uc138\uacc4\uc801\uc73c\ub85c \ud0c0\uc774\uc5b4 \uc18c\uc7ac \uc218\uc694\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \uc911\uad6d\uacfc \uc720\ub7fd\uc5d0\uc11c \uc774\ub7ec\ud55c \ud604\uc0c1\uc774 \ub450\ub4dc\ub7ec\uc9d1\ub2c8\ub2e4.<br \/>\n*   \uc784\ubc15\ud55c EU PFAS \uae08\uc9c0 \uc870\uce58 (-0.6% CAGR \uc601\ud5a5): \uc720\ub7fd\ud654\ud559\ubb3c\uc9c8\uccad(ECHA)\uc758 PFAS \uaddc\uc81c\ub294 2026\ub144\ubd80\ud130 \ubc1c\ud6a8\ub420 \uc608\uc815\uc774\uba70, \uc774\ub294 \uc2e4\ub9ac\uce74 \ubd84\uc0b0\uc5d0 \ud544\uc218\uc801\uc778 \ubd88\uc18c\ud654 \uac00\uacf5 \ubcf4\uc870\uc81c \uc0ac\uc6a9\uc744 \uc81c\ud55c\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcf4\uc870\uc81c \uc81c\uac70\ub294 \ud63c\ud569 \uc2dc\uac04\uc744 5~8% \uc99d\uac00\uc2dc\ud0a4\uace0 \uc5d0\ub108\uc9c0 \ube44\uc6a9\uc744 \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc194\ubca0\uc774(Solvay)\uc758 PFAS-free \uc2e4\ub9ac\uce74\uc640 \uac19\uc740 \ub300\uc548\uc774 \uc81c\uc2dc\ub418\uace0 \uc788\uc9c0\ub9cc, \uaddc\uc81c \ud68c\ud53c\ub97c \uc704\ud574 \ud130\ud0a4 \ubc0f \ub3d9\ub0a8\uc544\uc2dc\uc544\ub85c \uc0dd\uc0b0\uc744 \uc804\ud658\ud560 \uac00\ub2a5\uc131\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 6. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p> 6.1. \uc18c\uc7ac \uc720\ud615\ubcc4 \ubd84\uc11d<\/p>\n<p>\uc5d8\ub77c\uc2a4\ud1a0\uba38\ub294 2025\ub144 \ud0c0\uc774\uc5b4 \uc18c\uc7ac \uc2dc\uc7a5\uc758 42.88%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, EV \uc801\uc6a9\uc774 \ud655\uc0b0\ub428\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 5.43%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4. \ucc9c\uc5f0\uace0\ubb34\ub294 \uc5ec\uc804\ud788 \uc2b9\uc6a9\ucc28 \ud0c0\uc774\uc5b4\uc5d0 \uc8fc\ub85c \uc0ac\uc6a9\ub418\uc9c0\ub9cc, \ub0ae\uc740 \ud68c\uc804 \uc800\ud56d \uc694\uad6c \uc0ac\ud56d\uc73c\ub85c \uc778\ud574 \uc6a9\uc561 \uc911\ud569 S-SBR, \ud3f4\ub9ac\ubd80\ud0c0\ub514\uc5d4, \ubc14\uc774\uc624 \uae30\ubc18 \uc561\uc0c1 \ud30c\ub974\ub124\uc13c \uace0\ubb34\uc640 \uac19\uc740 \ud569\uc131 \ube14\ub80c\ub4dc\ub85c\uc758 \uc804\ud658\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uc250\ub9b0(Michelin)\uc758 \ud30c\uc77c\ub7ff \ud504\ub85c\uadf8\ub7a8\uc5d0\uc11c \ucfe0\ub77c\ub808(Kuraray)\uc758 \uc2e0\uc18c\uc7ac\ub294 CO\u2082 \ubc30\ucd9c\ub7c9\uc744 30% \uc904\uc774\uace0 \ud68c\uc804 \uc800\ud56d\uc744 10% \uac10\uc18c\uc2dc\ud0a4\ub294 \ub4f1 \ud504\ub9ac\ubbf8\uc5c4 OEM \uc0ac\uc591\uc740 \uc0c8\ub85c\uc6b4 \ud3f4\ub9ac\uba38\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uac15 \ud544\ub7ec \uc911\uc5d0\uc11c\ub294 \uc720\ub85c 7 \ub9c8\ubaa8 \uc81c\ud55c\uc73c\ub85c \uc778\ud574 \uc2e4\ub9ac\uce74\uc758 \ube44\uc911\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc73c\uba70, \uc5d0\ubcf4\ub2c9\uacfc PPG\uc758 \ubc14\uc774\uc624 \uc5d0\ud0c4\uc62c \uc2e4\ub9ac\uce74 \ub4f1\uc740 \uce74\ubcf8 \ube14\ub799\uacfc\uc758 \ube44\uc6a9 \uaca9\ucc28\ub97c \uc904\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uac00\uc18c\uc81c\ub294 REACH \uaddc\uc81c \uac15\ud654\ub85c \uc778\ud574 \ubc29\ud5a5\uc871 \ud568\ub7c9\uc774 \ub0ae\uc740 \uc81c\ud488\uc73c\ub85c \uc804\ud658\ub418\uace0 \uc788\uc73c\uba70, \ub098\ub178 \uc0b0\ud654\uc544\uc5f0(Nano-zinc-oxide) \ubc0f 50% \uc2a4\ud06c\ub7a9 \ud568\ub7c9\uc758 \ubca0\uce74\ub974\ud2b8(Bekaert) \uc2a4\ud2f8 \ucf54\ub4dc\ub294 \uc7ac\ud65c\uc6a9\uc131\uc744 \ub192\uc774\uace0 CO\u2082 \ubc30\ucd9c\ub7c9\uc744 \uc904\uc774\ub294 \ub370 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p> 6.2. \ucc28\ub7c9 \uc720\ud615\ubcc4 \ubd84\uc11d<\/p>\n<p>\uc2b9\uc6a9\ucc28\ub294 2025\ub144 \ud0c0\uc774\uc5b4 \uc18c\uc7ac \uc2dc\uc7a5\uc758 32.74%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, \uc804\uae30 \ud654\ubb3c \ud50c\ub7ab\ud3fc \ubc0f \ub77c\uc2a4\ud2b8 \ub9c8\uc77c \ubc30\uc1a1 \ubc34\uc758 \ube60\ub978 \uc131\uc7a5\uc5d0 \ub530\ub77c \uc810\uc720\uc728\uc774 \uac10\uc18c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub300\ud615 \ud2b8\ub7ed\uc740 \uc790\uc728 \uc8fc\ud589 \ud654\ubb3c \uc6b4\uc1a1 \ubc0f Class 8 EV \ucd9c\uc2dc\ub85c \uc778\ud574 2031\ub144\uae4c\uc9c0 5.95%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub4e4 \ucc28\ub7c9\uc740 \ub192\uc740 \ud1a0\ud06c\uc640 \uc5f4 \ubd80\ud558\ub97c \uacac\ub51c \uc218 \uc788\ub294 \uace0\uad6c\uc870 \uce74\ubcf8 \ube14\ub799\uacfc \uc2e4\ub9ac\uce74\ub97c \ud63c\ud569\ud55c \uc0c8\ub85c\uc6b4 \ud2b8\ub808\ub4dc \ubcf5\ud569\uc7ac\ub97c \ud544\uc694\ub85c \ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc0c1\uc6a9\ucc28\ub294 \uc5f0\uac04 4~5% \uc131\uc7a5\ud558\uba70, &#8216;\uc11c\ube44\uc2a4\ud615 \ud0c0\uc774\uc5b4(tire-as-a-service)&#8217; \uacc4\uc57d\uc740 \uac00\ub3d9 \uc911\ub2e8 \uc2dc\uac04\uc744 \ucd5c\uc18c\ud654\ud558\uae30 \uc704\ud574 3~4\ud68c \uc7ac\uc0dd \uac00\ub2a5\ud55c \ubcf5\ud569\uc7ac\ub97c \uc120\ud638\ud569\ub2c8\ub2e4. \uc911\uad6d \ubc0f \uc720\ub7fd \uc8fc\uc694 \ub3c4\uc2dc\uc758 \uc804\uae30 \ubc84\uc2a4\ub294 12~18\ud1a4\uc758 \uacf5\ucc28 \uc911\ub7c9\uacfc 300kWh \ubc30\ud130\ub9ac \ud329\uc5d0 \uc801\ud569\ud55c \ud558\uc774\ube0c\ub9ac\ub4dc \ube44\ub4dc \uc640\uc774\uc5b4 \ubc0f \uace0\ud0c4\uc131 \uace0\ubb34 \uc0ac\uc774\ub4dc\uc6d4 \uc18c\uc7ac \uac1c\ubc1c\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 7. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ud0c0\uc774\uc5b4 \uc18c\uc7ac \uc2dc\uc7a5\uc758 52.05%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 3,050\ub9cc \ub300 \uacbd\ub7c9 \ucc28\ub7c9 \uc0dd\uc0b0\ub7c9\uacfc \uc804 \uc138\uacc4 \ucc9c\uc5f0\uace0\ubb34 \uacf5\uae09\uc758 62%\ub97c \ucc28\uc9c0\ud558\ub294 \ube44\uc911\uc774 \uc774\ub97c \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4. Sailun, Linglong \ub4f1 \uc911\uad6d \ud0c0\uc774\uc5b4 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 2024\ub144 70% \uc774\uc0c1\uc758 \uc21c\uc774\uc775 \uc131\uc7a5\uc744 \uae30\ub85d\ud558\uba70 \uad6d\ub0b4\uc678 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uc758 \ube0c\ub9ac\uc9c0\uc2a4\ud1a4, \uc2a4\ubbf8\ud1a0\ubaa8, \uc694\ucf54\ud558\ub9c8 \ub4f1\ub3c4 EV \ubd80\ud488 \ubc0f \ud574\uc678 \uacf5\uc7a5\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \ub298\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3d9\ub0a8\uc544\uc2dc\uc544\ub294 \ub0ae\uc740 \uc0dd\uc0b0 \ube44\uc6a9\uacfc \uc6d0\ub8cc \uace0\ubb34 \uc811\uadfc\uc131\uc73c\ub85c \uc778\ud574 \uc2e0\uaddc \uc9c4\uc785\uc744 \uc7a5\ub824\ud558\uba70, EU \ud0c0\uc774\uc5b4 \ub77c\ubca8\ub9c1 \ud45c\uc900\uc740 \ud604\uc9c0 \uc0dd\uc0b0\uc790\ub4e4\uc774 \ub0ae\uc740 \ud68c\uc804 \uc800\ud56d \ubcf5\ud569\uc7ac\ub97c \ucc44\ud0dd\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uc5ec \ucca8\ub2e8 \ud544\ub7ec\uc5d0 \ub300\ud55c \uc218\ucd9c \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\uc640 UAE\uc758 \uc0b0\uc5c5 \ub2e4\uac01\ud654 \uc804\ub7b5\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 5.82%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc9c0\uc5ed\uc785\ub2c8\ub2e4. \ud53c\ub810\ub9ac(Pirelli)-PIF \ud569\uc791 \uacf5\uc7a5(5\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec) \ubc0f \uc774\uc9d1\ud2b8\uc758 18\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ucda9 \ud504\ub85c\uc81d\ud2b8\ub294 \uc9c0\uc5ed \ub0b4 \uce74\ubcf8 \ube14\ub799, \uc2e4\ub9ac\uce74, \ud569\uc131 \uace0\ubb34 \uacf5\uae09\uc744 \ud544\uc694\ub85c \ud558\ub294 \uc790\uae09\uc790\uc871 \ud074\ub7ec\uc2a4\ud130\ub97c \uad6c\ucd95\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd \ubc0f \ubd81\ubbf8: \uaddc\uc81c \uc555\ub825\uc73c\ub85c \uc778\ud574 \ubc14\uc774\uc624 \uae30\ubc18 \uc2e4\ub9ac\uce74, \uc7ac\uc0dd \uce74\ubcf8 \ube14\ub799, \uc5c4\uaca9\ud55c \ucd94\uc801\uc131 \ud45c\uc900 \ucc44\ud0dd\uc774 \uac00\uc18d\ud654\ub418\uba74\uc11c \ud601\uc2e0 \ud5c8\ube0c\ub85c \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud601\uc2e0\uc740 \uc774\ud6c4 \uc2e0\ud765 \uc2dc\uc7a5\uc73c\ub85c \ud655\uc0b0\ub420 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \ub0a8\ubbf8: \ud1b5\ud654 \ubcc0\ub3d9\uc131\uacfc \ub290\ub9b0 \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\uc124\ub85c \uc778\ud574 3~4%\uc758 \uc644\ub9cc\ud55c \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uc9c0\ub9cc, \ube0c\ub77c\uc9c8\uc758 7\ucc9c\ub9cc \ub300 \ucc28\ub7c9 \ubcf4\uc720 \ub300\uc218\ub294 \ud2b9\uc218 \ud544\ub7ec \uc218\uc785\uc5d0 \uc758\uc874\ud558\ub294 \ud0c4\ub825\uc801\uc778 \uc560\ud504\ud130\ub9c8\ucf13 \uae30\ubc18\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p># 8. \uacbd\uc7c1 \ud658\uacbd \ubc0f \uc8fc\uc694 \uae30\uc5c5<\/p>\n<p>\ud0c0\uc774\uc5b4 \uc18c\uc7ac \uc2dc\uc7a5\uc740 \uc0c1\uc704 10\uac1c \uacf5\uae09\uc5c5\uccb4\uac00 \uc0c1\ub2f9\ud55c \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\ub294 \uc911\uac04 \uc815\ub3c4\uc758 \ud1b5\ud569 \uc2dc\uc7a5\uc785\ub2c8\ub2e4. \ube0c\ub9ac\uc9c0\uc2a4\ud1a4\uc740 \uc7ac\uc0dd \uce74\ubcf8 \ube14\ub799 \uc0dd\uc0b0 \ub2a5\ub825\uc5d0 \uacf5\ub3d9 \ud22c\uc790\ud558\uace0, \ubbf8\uc250\ub9b0\uc740 \ubc14\uc774\uc624 \uae30\ubc18 \uc2e4\ub9ac\uce74 \ubc0f \uc9c0\uc18d \uac00\ub2a5\ud55c \uace0\ubb34 \uac1c\ubc1c\uc5d0 \uc801\uadf9\uc801\uc73c\ub85c \ucc38\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uae30\uc5c5\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n<p>*   \uce74\ubcf8 \ube14\ub799: Birla Carbon, Cabot Corporation, Orion Engineered Carbons, Tokai Carbon, Continental Carbon Company<br \/>\n*   \uc2e4\ub9ac\uce74: Evonik Industries, Solvay, PPG Industries, W. R. Grace &#038; Co., Oriental Silicas Corporation<br \/>\n*   \ud569\uc131 \uace0\ubb34: Arlanxeo, Synthos, Kumho Petrochemical, Versalis, JSR Corporation<br \/>\n*   \ud0c0\uc774\uc5b4 \ucf54\ub4dc: Kordsa, Hyosung Advanced Materials, Indorama Ventures, Teijin Aramid, Kolon Industries<\/p>\n<p>\uc774\ub4e4 \uae30\uc5c5\uc740 R&#038;D \ud22c\uc790, \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed, \uc778\uc218\ud569\ubcd1\uc744 \ud1b5\ud574 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\uace0 \uae30\uc220 \ud601\uc2e0\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \uc9c0\uc18d \uac00\ub2a5\ud55c \uc18c\uc7ac \uac1c\ubc1c\uacfc \uacf5\uae09\ub9dd \ud6a8\uc728\uc131 \uac15\ud654\uc5d0 \uc911\uc810\uc744 \ub450\uc5b4 \uacbd\uc7c1 \uc6b0\uc704\ub97c \ud655\ubcf4\ud558\ub824\ub294 \ub178\ub825\uc774 \ub450\ub4dc\ub7ec\uc9d1\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \ud0c0\uc774\uc5b4 \uc18c\uc7ac \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud0c0\uc774\uc5b4 \uc18c\uc7ac \uc2dc\uc7a5\uc740 \ub3c4\ub85c \uc8fc\ud589\uc6a9 \uc2b9\uc6a9\ucc28, \uc0c1\uc6a9\ucc28 \ubc0f \ud2b9\uc218 \ucc28\ub7c9\uc758 \uacf5\uae30\uc555 \ud0c0\uc774\uc5b4 \ucef4\ud30c\uc6b4\ub4dc\uc5d0 \ud63c\ud569, \ubc30\ud569 \ub610\ub294 \uae30\ud0c0 \ubc29\uc2dd\uc73c\ub85c \ud1b5\ud569\ub418\ub294 \ubaa8\ub4e0 \uc6d0\ub8cc \ubc0f \uc911\uac04 \uc7ac\ub8cc\ub97c \ud3ec\ud568\ud569\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \uc18c\uc7ac \uc720\ud615, \ucc28\ub7c9 \uc720\ud615 \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ud0c0\uc774\uc5b4 \uc18c\uc7ac \uc2dc\uc7a5\uc740 2026\ub144 146\ub9cc \ud1a4\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 215\ub9cc \ud1a4\uc73c\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 8.04%\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc8fc\ub85c \uc804\uae30\ucc28(EV) \ud50c\ub7ab\ud3fc\uc758 \uc911\ub7c9 \uc99d\uac00 \ubc0f \ub354\uc6b1 \uc5c4\uaca9\ud574\uc9c0\ub294 \uc800\uad6c\ub984 \uc800\ud56d(low-rolling-resistance) \ud45c\uc900\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \uc804\uae30\ucc28 \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \ucc28\ub7c9 \uc0dd\uc0b0\uc758 \uc804 \uc138\uacc4\uc801\uc778 \uc99d\uac00, OEM\uc758 \uc800\uad6c\ub984 \uc800\ud56d \ucef4\ud30c\uc6b4\ub4dc\ub85c\uc758 \uc804\ud658, \uc804\uc790\uc0c1\uac70\ub798 \ud65c\ub3d9\uc758 \uae09\uc99d\uacfc \uc774\uc5d0 \ub530\ub978 \uad50\uccb4\uc6a9 \ud0c0\uc774\uc5b4 \uc8fc\ud589 \uac70\ub9ac \uc99d\uac00, \ub3d9\ub0a8\uc544\uc2dc\uc544\uc758 \uc7ac\uc0b0\uc5c5\ud654\ub85c \uc778\ud55c \uc2e0\uaddc \ud604\uc9c0 \ud0c0\uc774\uc5b4 \uacf5\uc7a5 \uc124\ub9bd, \uadf8\ub9ac\uace0 \uc21c\ud658 \uacf5\uae09\uc6d0\ub8cc\ub97c \uac00\ub2a5\ud558\uac8c \ud558\ub294 \ud604\uc7a5 \ub0c9\uac04 \uc7ac\ud65c\uc6a9(cold-in-place recycling) \uae30\uc220 \ubc1c\uc804\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \uc6d0\uc720 \ubc0f \uce74\ubcf8 \ube14\ub799 \uac00\uaca9\uc758 \ubcc0\ub3d9\uc131, 2024-2025\ub144 OEM \uc7ac\uace0 \uc18c\uc9c4(destocking), \uadf8\ub9ac\uace0 \ubd88\uc18c\ud654 \ucca8\uac00\uc81c\ub97c \uc81c\ud55c\ud558\ub294 EU\uc758 PFAS(\uacfc\ubd88\ud654\ud654\ud569\ubb3c) \uae08\uc9c0 \uc870\uce58 \uc784\ubc15 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc18c\uc7ac \uc720\ud615\ubcc4\ub85c\ub294 \uc5d8\ub77c\uc2a4\ud1a0\uba38(\ucc9c\uc5f0\uace0\ubb34 \ubc0f \ud569\uc131\uace0\ubb34), \ubcf4\uac15 \ucda9\uc804\uc7ac(\uce74\ubcf8 \ube14\ub799 \ubc0f \uc2e4\ub9ac\uce74), \uac00\uc18c\uc81c(\ud30c\ub77c\ud540\uacc4 \uc624\uc77c, \ub098\ud504\ud150\uacc4 \uc624\uc77c, \ubc29\ud5a5\uc871 \uc624\uc77c), \ud654\ud559\ubb3c\uc9c8(\ud669, \uc0b0\ud654\uc544\uc5f0, \uc2a4\ud14c\uc544\ub974\uc0b0), \uae08\uc18d \ubcf4\uac15\uc7ac(\uc2a4\ud2f8 \ucf54\ub4dc \ubc0f \ube44\ub4dc \uc640\uc774\uc5b4), \uc12c\uc720 \ubcf4\uac15\uc7ac(\ub098\uc77c\ub860, \ud3f4\ub9ac\uc5d0\uc2a4\ud130 \ub4f1)\ub85c \uad6c\ubd84\ub429\ub2c8\ub2e4. \ud604\uc7ac \uc218\uc694\ub97c \uc8fc\ub3c4\ud558\ub294 \uac83\uc740 \uc5d8\ub77c\uc2a4\ud1a0\uba38\ub85c, \uc804\uae30\ucc28 \uc801\uc6a9\uc744 \uc704\ud55c \uc9c0\uc18d\uc801\uc778 \uc7ac\ubc30\ud569 \ub178\ub825 \ub355\ubd84\uc5d0 42.88%\uc758 \uac00\uc7a5 \ud070 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucc28\ub7c9 \uc720\ud615\ubcc4\ub85c\ub294 \uc2b9\uc6a9\ucc28, \uacbd\uc0c1\uc6a9\ucc28(LCV), \ub300\ud615 \ud2b8\ub7ed, \ubc84\uc2a4\ub85c \ub098\ub269\ub2c8\ub2e4. \ub300\ud615 \ud2b8\ub7ed \ubd80\ubb38\uc740 \uc790\uc728 \uc8fc\ud589 \ud654\ubb3c \uc6b4\uc1a1 \ubc0f Class 8 \uc804\uae30\ud654 \uac00\uc18d\ud654\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 5.95%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591(\uc911\uad6d, \uc77c\ubcf8, \uc778\ub3c4, \ud55c\uad6d, \uc544\uc138\uc548 \uad6d\uac00 \ub4f1), \ubd81\ubbf8(\ubbf8\uad6d, \uce90\ub098\ub2e4, \uba55\uc2dc\ucf54), \uc720\ub7fd(\ub3c5\uc77c, \uc601\uad6d, \ud504\ub791\uc2a4, \uc774\ud0c8\ub9ac\uc544, \uc2a4\ud398\uc778, \ud130\ud0a4, \ubd81\uc720\ub7fd \uad6d\uac00, \ub7ec\uc2dc\uc544 \ub4f1), \ub0a8\ubbf8(\ube0c\ub77c\uc9c8, \uc544\ub974\ud5e8\ud2f0\ub098 \ub4f1), \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74(\uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544, \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8, \ub0a8\uc544\ud504\ub9ac\uce74 \ub4f1)\ub85c \ubd84\ub958\ub429\ub2c8\ub2e4. \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc740 \uc0b0\uc5c5 \ub2e4\uac01\ud654 \uc758\uc81c\uc640 \uad00\ub828\ub41c \ub300\uaddc\ubaa8 \uc2e0\uaddc \ud22c\uc790\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 5.82%\uc758 CAGR\ub85c \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5 \ubaa8\uba58\ud140\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uc21c\uc704 \ubd84\uc11d\uc744 \ud3ec\ud568\ud55c \uacbd\uc7c1 \ud658\uacbd\uc744 \ub2e4\ub8e8\uba70, Bekaert, Birla Carbon, Bridgestone Corporation, Continental AG, Michelin \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub9c8\uc9c0\ub9c9\uc73c\ub85c, \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd, \uadf8\ub9ac\uace0 \ubbf8\ucda9\uc871 \uc218\uc694\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \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-54773","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\/54773"}],"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=54773"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/54773\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=54773"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=54773"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=54773"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}