{"id":59048,"date":"2026-02-26T15:50:10","date_gmt":"2026-02-26T15:50:10","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/electric-vehicle-battery-anode-market-mordor\/"},"modified":"2026-09-11T13:41:46","modified_gmt":"2026-09-11T04:41:46","slug":"electric-vehicle-battery-anode-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/electric-vehicle-battery-anode-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc74c\uadf9\uc7ac \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026\ub144 &#8211; 2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/electric-vehicle-battery-anode-market-1755048470322-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\/electric-vehicle-battery-anode-market-size-image-1770984271161.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 \uc804 \uc138\uacc4 EV \uc0dd\uc0b0\ub7c9 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 \ubc30\ud130\ub9ac \uc18c\uc7ac\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c \ubc0f \ud604\uc9c0 \uc0dd\uc0b0 \uaddc\uc815<\/li>\n<li class=\"toc-level-3\">4.2.3 \ud569\uc131 \ud751\uc5f0 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub85c \uc778\ud55c \ube44\uc6a9 \uace1\uc120 \ud558\ub77d<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc911\uad6d\uc758 \ud751\uc5f0 \uc218\ucd9c \ud1b5\uc81c\ub85c \uc778\ud55c \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654 \ucd09\ubc1c<\/li>\n<li class=\"toc-level-3\">4.2.5 4680\/\u201c4\uc138\ub300\u201d \uc6d0\ud1b5\ud615 \uc140\uc6a9 \uace0\uc2e4\ub9ac\ucf58 \ubcf5\ud569 \uc74c\uadf9\uc73c\ub85c\uc758 OEM \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc140 \ud615\uc2dd \uc804\ud658(\uac01\ud615\uc5d0\uc11c \ub300\ud615 \uc6d0\ud1b5\ud615\uc73c\ub85c)\uc73c\ub85c \uc778\ud55c \uc74c\uadf9 \uc124\uacc4 \uc0ac\uc591 \ubcc0\uacbd<\/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 \uc2e4\ub9ac\ucf58\uc758 \ubd80\ud53c \ud33d\ucc3d \ubc0f \uc0ac\uc774\ud074 \uc218\uba85 \ubb38\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.2 \ud569\uc131 \ud751\uc5f0\uc5d0 \ub300\ud55c ESG \ubc0f \ud0c4\uc18c \ubc1c\uc790\uad6d \uc870\uc0ac<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc784\ubc15\ud55c \uc7ac\ud65c\uc6a9 \uacfc\uc789 \uc0dd\uc0b0 \ub2a5\ub825\uc73c\ub85c \uc778\ud55c \uc2e0\uc18c\uc7ac \uc218\uc694 \uc5b5\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc74c\uadf9 \ucf54\ud305 \ub2e8\uacc4 \uc5ec\uc804\ud788 97% \uc911\uad6d \uc911\uc2ec; \uc9c0\uc815\ud559\uc801 \uc704\ud5d8 \uace0\uc870<\/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 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.8 \ud22c\uc790 \ubc0f \uc790\uae08 \uc870\ub2ec \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.9 \ud2b9\ud5c8 \ud604\ud669 (Si, \ud751\uc5f0, LTO)<\/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 \ubc30\ud130\ub9ac \uc18c\uc7ac \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ud751\uc5f0<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc2e4\ub9ac\ucf58 \uac15\ud654 \ud751\uc5f0 (\uc2e4\ub9ac\ucf58 10% \uc774\ud558)<\/li>\n<li class=\"toc-level-3\">5.1.3 \uace0\uc2e4\ub9ac\ucf58 (\uc2e4\ub9ac\ucf58 10% \ucd08\uacfc) \ubc0f SiOx<\/li>\n<li class=\"toc-level-3\">5.1.4 \ub9ac\ud2ac \ud2f0\ud0c4\uc0b0\uc5fc (LTO)<\/li>\n<li class=\"toc-level-3\">5.1.5 \uae30\ud0c0 \uace0\uae09 (\ud558\ub4dc \uce74\ubcf8, CNT \ub3c4\ud551, \uadf8\ub798\ud540)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc140 \ud615\uc2dd\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc6d0\ud1b5\ud615<\/li>\n<li class=\"toc-level-3\">5.2.2 \uac01\ud615<\/li>\n<li class=\"toc-level-3\">5.2.3 \ud30c\uc6b0\uce58\ud615<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucc28\ub7c9 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc2b9\uc6a9\ucc28<\/li>\n<li class=\"toc-level-3\">5.3.2 \uacbd\uc0c1\uc6a9\ucc28<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc911\ud615 \ubc0f \ub300\ud615 \ud2b8\ub7ed<\/li>\n<li class=\"toc-level-3\">5.3.4 \ubc84\uc2a4 \ubc0f \ucf54\uce58<\/li>\n<li class=\"toc-level-3\">5.3.5 \uc774\ub95c \ubc0f \uc0bc\ub95c\ucc28<\/li>\n<li class=\"toc-level-3\">5.3.6 \ube44\ub3c4\ub85c\uc6a9 \ubc0f \ud2b9\uc218 \uc804\uae30\ucc28<\/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\n<ul>\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<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc720\ub7fd\n<ul>\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 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.4.2.6 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.4.2.7 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.2.8 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\n<ul>\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 \ud638\uc8fc \ubc0f \ub274\uc9c8\ub79c\ub4dc<\/li>\n<li class=\"toc-level-4\">5.4.3.7 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.4.4 \ub0a8\ubbf8\n<ul>\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<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\n<ul>\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 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.4.5.3 \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 (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, \uc7ac\ubb34 \uc815\ubcf4(\uac00\ub2a5\ud55c \uacbd\uc6b0), \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 \ubbf8\uc4f0\ube44\uc2dc \ucf00\ubbf8\uceec \uadf8\ub8f9<\/li>\n<li class=\"toc-level-3\">6.4.2 BTR \uc2e0\uc18c\uc7ac \uadf8\ub8f9<\/li>\n<li class=\"toc-level-3\">6.4.3 \uc0e8\uc0e8 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.4 \ud478\ud0c0\uc774\ub77c\uc774 \uc2e0\uc5d0\ub108\uc9c0 (PTL)<\/li>\n<li class=\"toc-level-3\">6.4.5 LG\ud654\ud559 \/ LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158<\/li>\n<li class=\"toc-level-3\">6.4.6 \ub3c4\uce74\uc774 \uce74\ubcf8 \uc8fc\uc2dd\ud68c\uc0ac<\/li>\n<li class=\"toc-level-3\">6.4.7 \ub2db\ud3f0 \uce74\ubcf8 \uc8fc\uc2dd\ud68c\uc0ac<\/li>\n<li class=\"toc-level-3\">6.4.8 \ub808\uc870\ub099 \ud640\ub529\uc2a4 (\uc1fc\uc640\ub374\ucf54)<\/li>\n<li class=\"toc-level-3\">6.4.9 \ud0c0\uadf8\ub808\uc774 \uc778\ub354\uc2a4\ud2b8\ub9ac\uc988 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.10 NEI \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.11 \ub125\uc138\uc628 Ltd<\/li>\n<li class=\"toc-level-3\">6.4.12 \uc0ac\uc774\uc624\ub2c9 \uc5d0\ub108\uc9c0<\/li>\n<li class=\"toc-level-3\">6.4.13 \uc2e4\ub77c \ub098\ub178\ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4<\/li>\n<li class=\"toc-level-3\">6.4.14 \uadf8\ub8f914 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4<\/li>\n<li class=\"toc-level-3\">6.4.15 \ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0<\/li>\n<li class=\"toc-level-3\">6.4.16 \uc2dc\ub77c \ub9ac\uc18c\uc2a4 Ltd<\/li>\n<li class=\"toc-level-3\">6.4.17 \ub178\ubcf4\ub2c9\uc2a4 Ltd<\/li>\n<li class=\"toc-level-3\">6.4.18 \uc570\ud504\ub9ac\uc6b0\uc2a4 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4<\/li>\n<li class=\"toc-level-3\">6.4.19 JFE \ucf00\ubbf8\uceec \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.20 \ud6c4\ub09c \uc81c\ud1a0 \uc2e0\uc5d0\ub108\uc9c0<\/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\uae30\ucc28 \ubc30\ud130\ub9ac \uc74c\uadf9\uc7ac \uc2dc\uc7a5 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc218\uce58<\/p>\n<p>\uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc74c\uadf9\uc7ac \uc2dc\uc7a5\uc740 2026\ub144 100.3\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 164.9\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 10.46%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uc804\ub9dd\uc785\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 \uc608\uce21\ub418\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\uace0\uc2e4\ub9ac\ucf58 \uc74c\uadf9\uc7ac, \uc815\ucc45 \uc8fc\ub3c4\uc758 \ud604\uc9c0 \uc0dd\uc0b0 \uc758\ubb34\ud654, \uc7ac\ud65c\uc6a9 \uaddc\ubaa8 \ud655\ub300 \ub4f1\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc8fc\uc694 \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \uc911\uad6d \uc911\uc2ec\uc758 \ucf54\ud305 \uacf5\uc815 \uc758\uc874\ub3c4\uc640 \uc2e4\ub9ac\ucf58\uc758 \uc0ac\uc774\ud074 \uc218\uba85 \uad00\ub828 \uacfc\uc81c\ub294 \uc2dc\uc7a5 \uc804\ub9dd\uc5d0 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4. \uc6d0\ud1b5\ud615 4680 \uc140 \ud615\uc2dd\uc740 \ud329 \uc870\ub9bd \ubcf5\uc7a1\uc131\uc744 \ub0ae\ucd94\uba70 \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\uace0 \uc788\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc911\uad6d\uc758 \uad6c\uc0c1\ud654(spheronization) \ub2a5\ub825\uacfc \ud55c\uad6d\uc758 \uc778\uc870 \ud751\uc5f0 \uc0dd\uc0b0 \ud655\ub300\ub85c \uc778\ud574 \uc5ec\uc804\ud788 \ub9e4\ucd9c\uc758 \ud575\uc2ec \uac70\uc810 \uc5ed\ud560\uc744 \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubd81\ubbf8\uc640 \uc720\ub7fd\uc740 \uacf5\uae09\ub9dd \uc8fc\uad8c \ud655\ubcf4\ub97c \uc704\ud574 \ub354 \ub192\uc740 \ube44\uc6a9\uc744 \uac10\uc218\ud558\uace0 \uc788\uc73c\uba70, \ubaa8\uc7a0\ube44\ud06c, \ud638\uc8fc, \uce90\ub098\ub2e4\uc758 \uc2e0\uaddc \uad11\uc0b0\uc740 \uc6d0\ub8cc \uacf5\uae09\uc6d0\uc744 \ub2e4\ubcc0\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uacbd\uc7c1\uc740 \uc911\uac04 \uc218\uc900\uc73c\ub85c, \uc0c1\uc704 5\uac1c \uc911\uad6d \uacf5\uae09\uc5c5\uccb4\uac00 \uc804 \uc138\uacc4 \uc0dd\uc0b0 \ub2a5\ub825\uc758 \uc57d 60%\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc9c0\ub9cc, \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA) \ubc0f \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95(CRMA) \uc778\uc13c\ud2f0\ube0c\uc5d0 \ud798\uc785\uc5b4 \uc11c\uad6c \ubc0f \ud55c\uad6d\uc758 \uacbd\uc7c1\uc5c5\uccb4\ub4e4\uc774 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30<\/p>\n<p>1. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825 (Drivers)<\/p>\n<p>*   \uc804 \uc138\uacc4 \uc804\uae30\ucc28 \uc0dd\uc0b0\ub7c9 \uae09\uc99d: 2024\ub144 \uc804 \uc138\uacc4 \uacbd\ub7c9 \uc804\uae30\ucc28 \uc0dd\uc0b0\ub7c9\uc740 \uc804\ub144 \ub300\ube44 25% \uc99d\uac00\ud55c 1,400\ub9cc \ub300\ub97c \uae30\ub85d\ud588\uc73c\uba70, \uc774\ub294 \uc57d 420GWh\uc758 \ubc30\ud130\ub9ac\uc640 46.2\ub9cc \ud1a4\uc758 \uc74c\uadf9\uc7ac \uc218\uc694\ub97c \ucc3d\ucd9c\ud588\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \uc911\uad6d\uc740 950\ub9cc \ub300\uc758 \uc2b9\uc6a9 \uc804\uae30\ucc28\ub97c \uc0dd\uc0b0\ud588\uc73c\uba70, \uc720\ub7fd\uacfc \ubd81\ubbf8\ub294 \ud569\uccd0\uc11c 320\ub9cc \ub300\ub97c \uc0dd\uc0b0\ud588\uc2b5\ub2c8\ub2e4. \ud3c9\uade0 \ubc30\ud130\ub9ac \ud329 \uc6a9\ub7c9\uc740 2020\ub144 60kWh\uc5d0\uc11c 2024\ub144 80kWh\ub85c \uc99d\uac00\ud558\uc5ec \ucc28\ub7c9\ub2f9 \uc74c\uadf9\uc7ac \uc0ac\uc6a9\ub7c9\uc774 33% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc0c1\uc6a9\ucc28 \uc804\ub3d9\ud654\ub3c4 \uc218\uc694\ub97c \uc99d\ud3ed\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \ub3d9\ub0a8\uc544\uc2dc\uc544\uc758 \uc774\ub95c\ucc28 \ud310\ub9e4\ub7c9\uc740 2024\ub144 2\ucc9c\ub9cc \ub300\uc5d0 \ub2ec\ud574 8\ub9cc \ud1a4\uc758 \ud751\uc5f0\uc744 \uc18c\ube44\ud588\uc73c\uba70, \uc774 \uc218\uce58\ub294 2027\ub144\uae4c\uc9c0 \ub450 \ubc30\ub85c \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c \ubc0f \ubc30\ud130\ub9ac \uc18c\uc7ac \ud604\uc9c0 \uc0dd\uc0b0 \uaddc\uc815: \ubbf8\uad6d\uc758 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc740 \ubc30\ud130\ub9ac \ubd80\ud488\uc774 \ubd81\ubbf8 \ub610\ub294 FTA \ud30c\ud2b8\ub108 \uad6d\uac00\uc5d0\uc11c \uc0dd\uc0b0\ub418\ub3c4\ub85d \uc694\uad6c\ud558\uba70, \uc774\uc5d0 \ub530\ub77c LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc740 2026\ub144 \uac00\ub3d9\uc744 \ubaa9\ud45c\ub85c \ubbf8\uc2dc\uac04\uc5d0 56\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc74c\uadf9\uc7ac \ubcf5\ud569 \ub2e8\uc9c0\uc5d0 \ud22c\uc790\ud588\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\uc758 \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95(CRMA)\uc740 2030\ub144\uae4c\uc9c0 \uad6d\ub0b4 \uac00\uacf5 \ube44\uc911 40%\ub97c \ubaa9\ud45c\ub85c \ud558\uba70, Syrah\uc758 \ub8e8\uc774\uc9c0\uc560\ub098 \uc778\uc870 \ud751\uc5f0 \uacf5\uc7a5\uc740 \uc720\ub7fd\ud22c\uc790\uc740\ud589(EIB)\uc758 2\uc5b5 \uc720\ub85c \ub300\ucd9c \ubcf4\uc99d\uc744 \ubc1b\uc558\uc2b5\ub2c8\ub2e4. \ud55c\uad6d\uc758 K-\ubc30\ud130\ub9ac \uc804\ub7b5\uc740 \uc74c\uadf9\uc7ac \ud604\uc9c0\ud654\ub97c \uc704\ud574 20.5\uc870 \uc6d0\uc744 \ud560\ub2f9\ud588\uc73c\uba70, \uc778\ub3c4\uc758 PLI \ud504\ub85c\uadf8\ub7a8\uc740 20%\uc758 \uc790\ubcf8 \ubcf4\uc870\uae08\uc744 \uc81c\uacf5\ud558\uc5ec Epsilon Advanced Materials\uc758 1\ub9cc \ud1a4 \uaddc\ubaa8 \uad6c\uc790\ub77c\ud2b8 \ud504\ub85c\uc81d\ud2b8\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc778\uc870 \ud751\uc5f0 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300 \ubc0f \ube44\uc6a9 \uc808\uac10: \ubd81\ubbf8, \uc720\ub7fd, \ud55c\uad6d \ub4f1\uc740 2027-2028\ub144\uae4c\uc9c0 \uc911\uad6d \uc778\uc870 \ud751\uc5f0\uacfc\uc758 \ube44\uc6a9 \ub3d9\ub4f1\uc131\uc744 \ubaa9\ud45c\ub85c \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\uad6d\uc758 \ud751\uc5f0 \uc218\ucd9c \ud1b5\uc81c\uc5d0 \ub530\ub978 \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654: 2023\ub144 12\uc6d4 \uc911\uad6d\uc758 \uc218\ucd9c \ud5c8\uac00 \uaddc\uc81c\ub294 2024\ub144 \uc0c1\ubc18\uae30 \ube44\uc911\uad6d \uad6c\uc0c1 \ud751\uc5f0 \uacf5\uae09\uc744 18% \uac10\uc18c\uc2dc\ud0a4\uace0 \uac00\uaca9\uc744 12% \uc0c1\uc2b9\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. Syrah\uc758 \ubc1c\ub77c\ub9c8 \uad11\uc0b0, Novonix\uc758 \ud14c\ub124\uc2dc \uc0dd\uc0b0 \ub77c\uc778, Daejoo\uc758 \ud5dd\uac00\ub9ac \uacf5\uc7a5 \ub4f1\uc740 2026\ub144\uae4c\uc9c0 \uc911\uad6d \uc678 \uc9c0\uc5ed\uc5d0\uc11c \ucd1d 6.5\ub9cc \ud1a4\uc758 \uc2e0\uaddc \uc5f0\uac04 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uce90\ub098\ub2e4\uc758 Lac des \u00celes \ud655\uc7a5\uacfc \ud638\uc8fc\uc758 \uac1c\ubc1c \uc911\uc778 \uc790\uc0b0\uc740 2028\ub144\uae4c\uc9c0 \uc804 \uc138\uacc4 \uc6d0\ub8cc \uacf5\uae09\uc5d0\uc11c \uc911\uad6d\uc758 \uc810\uc720\uc728\uc744 60%\ub85c \uc904\uc774\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<br \/>\n*   OEM\uc758 4680\/&#8221;Gen 4&#8243; \uc6d0\ud1b5\ud615 \uc140\uc6a9 \uace0\uc2e4\ub9ac\ucf58 \ubcf5\ud569 \uc74c\uadf9\uc7ac \uc804\ud658: \ud14c\uc2ac\ub77c\uc758 4680 \uc140\uc740 5%~8%\uc758 \uc2e4\ub9ac\ucf58\uc744 \ud3ec\ud568\ud558\uc5ec 272Wh\/kg\uc758 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\uc640 2170 \uc140 \ub300\ube44 16%\uc758 \uc8fc\ud589 \uac70\ub9ac \ud5a5\uc0c1\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. BMW\uc758 Neue Klasse\ub294 10%\uc758 \uc2e4\ub9ac\ucf58\uc744 \uc9c0\uc815\ud558\uace0 2025\ub144\ubd80\ud130 1,000 \uc0ac\uc774\ud074 \uc218\uba85\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. Sila, Group14, Panasonic\uc758 \uc2e4\ud5d8 \uacb0\uacfc\ub294 290Wh\/kg \uc774\uc0c1\uc744 \uae30\ub85d\ud588\uc9c0\ub9cc, 1,000 \uc0ac\uc774\ud074 \ud6c4 80% \uc6a9\ub7c9\uc744 \uc720\uc9c0\ud558\uae30 \uc704\ud574 \uc2e4\ub9ac\ucf58 \ud568\ub7c9\uc740 10% \ubbf8\ub9cc\uc73c\ub85c \uc720\uc9c0\ub429\ub2c8\ub2e4.<br \/>\n*   \uc140 \ud615\uc2dd \uc804\ud658(\uac01\ud615\uc5d0\uc11c \ub300\ud615 \uc6d0\ud1b5\ud615\uc73c\ub85c)\uc5d0 \ub530\ub978 \uc74c\uadf9\uc7ac \uc124\uacc4 \uc0ac\uc591 \ubcc0\uacbd: \uc8fc\ub85c \ubd81\ubbf8\uc640 \uc720\ub7fd\uc5d0\uc11c \ud14c\uc2ac\ub77c 4680, BMW Neue Klasse\uc640 \uac19\uc740 \ub300\ud615 \uc6d0\ud1b5\ud615 \uc140\ub85c\uc758 \uc804\ud658\uc774 \uc74c\uadf9\uc7ac \uc124\uacc4\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778 (Restraints)<\/p>\n<p>*   \uc2e4\ub9ac\ucf58\uc758 \ubd80\ud53c \ud33d\ucc3d \ubc0f \uc0ac\uc774\ud074 \uc218\uba85 \ubb38\uc81c: \uc21c\uc218 \uc2e4\ub9ac\ucf58\uc740 \ub9ac\ud2ac \uc774\uc628\ud654 \uacfc\uc815\uc5d0\uc11c \ubd80\ud53c\uac00 3\ubc30 \ud33d\ucc3d\ud558\uc5ec \uace0\uccb4 \uc804\ud574\uc9c8 \uacc4\uba74(SEI)\uc744 \ud30c\uad34\ud558\uace0 1\uc138\ub300 \ubcf5\ud569\uc7ac\uc758 \uc0ac\uc774\ud074 \uc218\uba85\uc744 500\ud68c\ub85c \uc81c\ud55c\ud569\ub2c8\ub2e4. \uc774\ub294 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uc758 \ubcf4\uc99d \uae30\uc900\uc778 1,500\ud68c\uc5d0 \ud6e8\uc52c \ubabb \ubbf8\uce58\ub294 \uc218\uc900\uc785\ub2c8\ub2e4. \ub098\ub178 \uad6c\uc870\ud654 \ubc0f \ud0c4\uc18c \uc258\uc740 \uc2a4\ud2b8\ub808\uc2a4\ub97c \uc644\ud654\ud558\uc9c0\ub9cc, \ud751\uc5f0(15\ub2ec\ub7ec\/kg) \ub300\ube44 \uc2e4\ub9ac\ucf58 \ub098\ub178\uc640\uc774\uc5b4(45\ub2ec\ub7ec\/kg)\uc758 \uc7ac\ub8cc \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. 5%~10%\uc758 \uc2e4\ub9ac\ucf58 \ud63c\ud569\uc740 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c 8% \ud5a5\uc0c1\uc2dc\ud0a4\uc9c0\ub9cc, 400Wh\/kg \ud329\uc73c\ub85c\uc758 \ub3c4\uc57d\uc744 \uc9c0\uc5f0\uc2dc\ud0b5\ub2c8\ub2e4. \uace0\uccb4 \uc804\ud574\uc9c8\uc740 \ud33d\ucc3d\uc744 \uc5b5\uc81c\ud560 \uc218 \uc788\uc9c0\ub9cc, \uc0c1\uc5c5\uc801 \uc0dd\uc0b0\uc740 5~7\ub144 \ud6c4\uc5d0\ub098 \uac00\ub2a5\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n*   \uc778\uc870 \ud751\uc5f0\uc5d0 \ub300\ud55c ESG \ubc0f \ud0c4\uc18c \ubc1c\uc790\uad6d \uc870\uc0ac: \uc720\ub7fd\uc758 \ud0c4\uc18c \uad6d\uacbd \uc870\uc815 \uba54\ucee4\ub2c8\uc998(CBAM)\uc740 2026\ub144\ubd80\ud130 \uace0\ubc30\ucd9c \uc778\uc870 \ud751\uc5f0\uc5d0 \ubd88\uc774\uc775\uc744 \uc904 \uac83\uc774\uba70, \ubd81\ubbf8\uc758 \uae30\uc5c5 \uc9c0\uc18d\uac00\ub2a5\uc131 \uc758\ubb34\ub3c4 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc784\ubc15\ud55c \uc7ac\ud65c\uc6a9 \uacfc\uc789 \uacf5\uae09\uc73c\ub85c \uc778\ud55c \uc2e0\uaddc \uc7ac\ub8cc \uc218\uc694 \uc5b5\uc81c: \uc720\ub7fd(Northvolt Revolt, BASF \ube14\ub799\ub9e4\uc2a4 \uc815\uc81c\uc18c), \ubd81\ubbf8(Li-Cycle, Redwood Materials), \uc911\uad6d(CATL, GEM Co.) \ub4f1\uc5d0\uc11c \uc7ac\ud65c\uc6a9 \uc2dc\uc124\uc774 \ud655\ub300\ub418\uba74\uc11c \uc2e0\uaddc \uc7ac\ub8cc \uc218\uc694\uac00 \uc5b5\uc81c\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc74c\uadf9\uc7ac \ucf54\ud305 \ub2e8\uacc4\uc758 97%\uac00 \uc911\uad6d \uc911\uc2ec: \ucf54\ud305 \uc0dd\uc0b0 \ub2a5\ub825\uc740 BTR \ubc0f Shanshan\uc774 \uc5f0\uac04 50\ub9cc \ud1a4\uc744 \ucc98\ub9ac\ud558\ub294 \uad11\ub465 \ubc0f \ud6c4\ub09c \uc9c0\uc5ed\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc11c\uad6c\uad8c \uc140 \uc81c\uc870\uc5c5\uccb4\ub294 18~24\uac1c\uc6d4\uc758 \uc7a5\ube44 \ub9ac\ub4dc \ud0c0\uc784\uc5d0 \uc9c1\uba74\ud558\uba70, \uc774\ub294 \uc911\uad6d \uae30\uc874 \uc5c5\uccb4 \ub300\ube44 kg\ub2f9 2\ub2ec\ub7ec\uc758 \ube44\uc6a9 \uc0c1\uc2b9\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4. \ubbf8\uc2dc\uac04, \uc624\uce74\uc57c\ub9c8, \ud504\ub791\uc2a4\uc758 \uc2e0\uaddc \ub77c\uc778\uc740 2026\ub144\uae4c\uc9c0 \ucd1d 7.3\ub9cc \ud1a4\/\ub144\uc758 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ucd94\uac00\ud560 \uc608\uc815\uc774\uc9c0\ub9cc, \uc774\ub294 \ube44\uc911\uad6d \uc218\uc694\uc758 10% \ubbf8\ub9cc\uc744 \ucda9\uc871\ud558\ub294 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>1. \ubc30\ud130\ub9ac \uc18c\uc7ac \uc720\ud615\ubcc4: \ud751\uc5f0\uc774 \uc8fc\ub3c4\ud558\uace0 \uc2e4\ub9ac\ucf58\uc774 \uae09\uc99d<\/p>\n<p>2025\ub144 \ud751\uc5f0\uc740 92.95%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc73c\uba70, \uace0\uc2e4\ub9ac\ucf58 \uc74c\uadf9\uc7ac\ub294 33.2%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \ubaa8\ub4e0 \uc18c\uc7ac \uc911 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ucc9c\uc5f0 \ud751\uc5f0\uc740 \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \uc774\ub95c\ucc28 \uc2dc\uc7a5\uc5d0 \uc801\ud569\ud558\uba70, \uc778\uc870 \ud751\uc5f0\uc740 \uace0\uc0ac\uc774\ud074 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c 30%\uc758 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ud615\uc131\ud569\ub2c8\ub2e4. \uace0\uc2e4\ub9ac\ucf58 \uc74c\uadf9\uc7ac \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2031\ub144\uae4c\uc9c0 27.6\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud558\uc5ec \ud574\ub2f9 \uc138\uadf8\uba3c\ud2b8 \ub9e4\ucd9c\uc758 16.74%\ub97c \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ub098\ud2b8\ub968 \uc774\uc628 \uc140\uc6a9 \ud558\ub4dc\uce74\ubcf8 \uc74c\uadf9\uc7ac\uc640 \uace0\uc18d \ucda9\uc804 \ucc28\ub7c9\uc6a9 \ub9ac\ud2ac\ud2f0\ud0c4\uc0b0\ud654\ubb3c \uc74c\uadf9\uc7ac\ub294 3% \ubbf8\ub9cc\uc758 \ud2c8\uc0c8\uc2dc\uc7a5\uc774\uc9c0\ub9cc, 18%~22%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \uc720\ub7fd\uc758 \ud0c4\uc18c \uad6d\uacbd \uc870\uc815 \uba54\ucee4\ub2c8\uc998(CBAM)\uc740 \uace0\ubc30\ucd9c \uc778\uc870 \ud751\uc5f0\uc5d0 \ubd88\uc774\uc775\uc744 \uc8fc\uc5b4 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uae30\ubc18\uc758 \uc6a9\uad11\ub85c\ub85c \uc804\ud658\ud558\ub3c4\ub85d \uc720\ub3c4\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc18c\uc2f1 \uc804\ub7b5\uc744 \ubd84\ub9ac\ud558\uc5ec, \ub300\ub7c9 \uc0dd\uc0b0 \ud50c\ub7ab\ud3fc\uc740 \ube44\uc6a9 \ucd5c\uc801\ud654\ub41c \ud751\uc5f0\uc744 \ucd94\uad6c\ud558\uace0, \ud504\ub9ac\ubbf8\uc5c4 \ubaa8\ub378\uc740 \uc8fc\ud589 \uac70\ub9ac \uc774\uc810\uc744 \uc704\ud574 \uc2e4\ub9ac\ucf58 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc218\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc140 \ud615\uc2dd\ubcc4: \uc6d0\ud1b5\ud615 \uc140\uc758 \ub9ac\ub354\uc2ed \uac15\ud654<\/p>\n<p>2025\ub144 \uc6d0\ud1b5\ud615 \uc140\uc740 \uc74c\uadf9\uc7ac \uc218\uc694\uc758 51.25%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ud14c\uc2ac\ub77c, BMW, \ud30c\ub098\uc18c\ub2c9\uc758 46\uc2dc\ub9ac\uc988 \ucc44\ud0dd\uc5d0 \ud798\uc785\uc5b4 11.75%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uac01\ud615 \uc140\uc740 BYD\uc758 \ube14\ub808\uc774\ub4dc \uc544\ud0a4\ud14d\ucc98\ub97c \uc911\uc2ec\uc73c\ub85c 34.6%\uc758 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uba70 \uc18c\ud615 \uc138\ub2e8\uc5d0 \uc801\ud569\ud569\ub2c8\ub2e4. \ud30c\uc6b0\uce58\ud615 \uc140\uc740 Ultium\uacfc \ud604\ub300\uc790\ub3d9\ucc28\uac00 \uc124\uacc4 \uc720\uc5f0\uc131\uc744 \uc704\ud574 \uc120\ud638\ud558\uba70 \ub098\uba38\uc9c0 \ube44\uc911\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4. \uc6d0\ud1b5\ud615 \uc140\uc758 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc74c\uadf9\uc7ac \uc2dc\uc7a5 \uc810\uc720\uc728\uc740 \ubbf8\uad6d\uacfc \uc720\ub7fd\uc758 \uae30\uac00\ud329\ud1a0\ub9ac\uc5d0\uc11c 4680 \ub77c\uc778\uc774 \ud655\uc7a5\ub428\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 57.80%\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc6d0\ud1b5\ud615 \ud615\uc2dd\uc740 \ub354 \ub192\uc740 \uce98\ub9b0\ub354\ub9c1 \uc555\ub825\uc744 \uacac\ub51c \uc218 \uc788\uc5b4 \ucd94\uac00\uc801\uc778 \ud234\ub9c1 \uc5c6\uc774 \ubd80\ud53c \ubc00\ub3c4\ub97c 6% \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc18d\uc801\uc778 \ud45c\uc900\ud654\ub294 \uacf5\uae09\uc5c5\uccb4 \uc704\ud5d8\uc744 \uc904\uc5ec\uc90d\ub2c8\ub2e4. \ud30c\ub098\uc18c\ub2c9, LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, \uc0bc\uc131SDI, CATL \ubaa8\ub450 \ud638\ud658 \uac00\ub2a5\ud55c \uc6d0\ud1b5\ud615 \uc140\uc744 \uc81c\uacf5\ud558\uc5ec OEM\uc774 \uc774\uc911 \uc18c\uc2f1\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uac01\ud615 \uc140 \uacf5\uae09\uc5c5\uccb4\ub294 \uc911\uad6d \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uc640 \ubc00\uc811\ud558\uac8c \uc5f0\uacb0\ub418\uc5b4 \uc788\uc73c\uba70, \ud30c\uc6b0\uce58\ud615 \uc140\uc740 350kW \uace0\uc18d \ucda9\uc804 \uc2dc \ud33d\ucc3d \ubb38\uc81c\uc5d0 \uc9c1\uba74\ud569\ub2c8\ub2e4.<\/p>\n<p>3. \ucc28\ub7c9 \uc720\ud615\ubcc4: \uc774\ub95c\ucc28\uac00 \uc2b9\uc6a9\ucc28\ub97c \ub2a5\uac00\ud558\ub294 \uc131\uc7a5\uc138<\/p>\n<p>2025\ub144 \uc2b9\uc6a9\ucc28\ub294 \uc218\uc694\uc758 71.85%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, \uc778\ub3c4\uc640 \uc778\ub3c4\ub124\uc2dc\uc544\uac00 \uc5f0\uac04 4\ucc9c\ub9cc \ub300\uc758 \uc2a4\ucfe0\ud130 \ud310\ub9e4\ub97c \uc804\ub3d9\ud654\ud558\uba74\uc11c \uc774\ub95c\ucc28 \ubc0f \uc0bc\ub95c\ucc28\ub294 29.1%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub95c\ucc28\uc6a9 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc74c\uadf9\uc7ac \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uc800\ube44\uc6a9 \ucc9c\uc5f0 \ud751\uc5f0 \ud329\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 11.9\uc5b5 \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uacbd\uc0c1\uc6a9\ucc28\ub294 \uc804\uc790\uc0c1\uac70\ub798 \ubc30\uc1a1 \ucc28\ub7c9\uc5d0 \ud798\uc785\uc5b4 13.7%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uace0 \uc788\uc73c\uba70, \uc911\ub300\ud615 \ud2b8\ub7ed\uc740 \ucc28\uace0 \ucda9\uc804\uc774 \uc131\uc219\ud568\uc5d0 \ub530\ub77c \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub9ac\ud2ac\ud2f0\ud0c4\uc0b0\ud654\ubb3c\uc758 6\ubd84 \ucda9\uc804 \ub2a5\ub825\uc740 \ubc84\uc2a4 \ubc0f \ubb3c\ub958 \ucc28\ub7c9\uc758 \uc6b4\ud589 \uc8fc\uae30\ub97c \ucda9\uc871\uc2dc\ucf1c \ud574\ub2f9 \ud654\ud559 \ubb3c\uc9c8\uc758 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8\ubcc4 \uc218\uc694 \ud504\ub85c\ud544\uc740 \ub2e4\ub985\ub2c8\ub2e4. \uc2b9\uc6a9\ucc28\ub294 \uc8fc\ud589 \uac70\ub9ac\ub97c \uadf9\ub300\ud654\ud558\uae30 \uc704\ud574 \uc2e4\ub9ac\ucf58 \ud63c\ud569\uc5d0 \ube44\uc6a9\uc744 \uc9c0\ubd88\ud558\uace0, \uc2a4\ucfe0\ud130\ub294 kg\ub2f9 8\ub2ec\ub7ec\uc758 \ucc9c\uc5f0 \ud751\uc5f0\uc744 \ucd94\uad6c\ud558\uba70, \uc0c1\uc6a9\ucc28\ub294 \ud329 \ube44\uc6a9 \ub300\ube44 \uace0\uc18d \ucda9\uc804 \uc774\uc810\uc744 \uace0\ub824\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ub9e4\ucd9c\uc758 63.10%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 11.65%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d\uc758 \ud6c4\ub09c \ubc0f \uc7a5\uc2dc\uc131\uc740 \uc5f0\uac04 40\ub9cc \ud1a4\uc758 \ucc9c\uc5f0 \ud751\uc5f0\uc744 \ucc98\ub9ac\ud558\uba70, \ud55c\uad6d\uc740 \uc778\uc870 \ud751\uc5f0 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \uc704\ud574 154\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uc740 \ubbf8\uc4f0\ube44\uc2dc \ucf00\ubbf8\uceec\uc758 1.5\ub9cc \ud1a4 \uc0dd\uc0b0 \ub77c\uc778\uc774 \ud30c\ub098\uc18c\ub2c9\uc5d0 \uacf5\uae09\ub418\ub294 \ub4f1 \uae30\uc220\uc5d0 \uc9d1\uc911\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\uc758 \uc18c\ube44\ub7c9\uc740 \ud0c0\ud0c0 \ubaa8\ud130\uc2a4\uc758 \uc0dd\uc0b0\ub7c9 \uc99d\uac00\uc5d0 \ub530\ub77c 2030\ub144\uae4c\uc9c0 4.5\ub9cc \ud1a4\uc73c\ub85c \uc138 \ubc30 \uc99d\uac00\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: 2025\ub144 18.35%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, IRA 45X \uc870\ud56d\uc758 kg\ub2f9 10\ub2ec\ub7ec \uc138\uc561 \uacf5\uc81c\uc640 \uce90\ub098\ub2e4 Lac des \u00celes \uad11\uc0b0\uc758 \uc6d0\ub8cc \uacf5\uae09\uc5d0 \ud798\uc785\uc5b4 12.98%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4. \ubd81\ubbf8 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc74c\uadf9\uc7ac \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2031\ub144\uae4c\uc9c0 41.2\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uba55\uc2dc\ucf54\ub294 USMCA \uaddc\uc815\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 \ubbf8\uad6d \uc74c\uadf9\uc7ac\ub97c \uc218\uc785\ud558\ub294 \uc870\ub9bd \ud5c8\ube0c\ub85c \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: 2025\ub144 15.25%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95(CRMA)\uacfc CBAM\uc774 \uc544\uc2dc\uc544 \uc218\uc785\ud488\uc5d0 \ub300\ud55c \uaddc\uc81c \ube44\uc6a9\uc744 \ucd94\uac00\ud568\uc5d0 \ub530\ub77c 12.55%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4. Syrah\uc758 \ub8e8\uc774\uc9c0\uc560\ub098 \uacf5\uc7a5\uacfc Northvolt\uc758 \uc7ac\ud65c\uc6a9 \ub8e8\ud504\ub294 8.8\ub9cc \ud1a4\uc744 \ucda9\ub2f9\ud558\uc9c0\ub9cc, \uc5ec\uc804\ud788 \uc218\uc694\uc5d0\ub294 \ubbf8\uce58\uc9c0 \ubabb\ud569\ub2c8\ub2e4.<br \/>\n*   \ub0a8\ubbf8 \ubc0f \uc544\ud504\ub9ac\uce74: \uc6d0\ub8cc \uacf5\uae09\uc9c0 \uc5ed\ud560\uc744 \ud558\uba70, \ubaa8\uc7a0\ube44\ud06c\uc758 \ubc1c\ub77c\ub9c8 \uad11\uc0b0\uc740 \uc804 \uc138\uacc4 \ucc9c\uc5f0 \ud751\uc5f0 \ubb34\uc5ed\uc758 8%\ub97c \ucc28\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc544\uc2dc\uc544\uac00 \uac00\uc7a5 \ud070 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc9c0\ub9cc, \ucf54\ud305 \ub2a5\ub825\uc5d0 \ub300\ud55c \uc911\uad6d\uc758 \uc0ac\uc2e4\uc0c1 \uac70\ubd80\uad8c\uc740 2027\ub144 \uc774\ud6c4 \ub300\uccb4 \ub77c\uc778\uc774 \uac00\ub3d9\ub420 \ub54c\uae4c\uc9c0 \uae00\ub85c\ubc8c \uacf5\uae09 \ucde8\uc57d\uc131\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc2dc\uc7a5\uc740 \uc911\uac04 \uc218\uc900\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc774\uba70, BTR, Shanshan, Putailai, Zeto, Shinzoom\uc774 \uc804\uccb4 \uc0dd\uc0b0 \ub2a5\ub825\uc758 \uc57d 60%\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \ub2e8\uc77c \uae30\uc5c5\uc758 \uc810\uc720\uc728\uc740 18%\ub97c \ub118\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uc2e0\uaddc \uc9c4\uc785\uc5c5\uccb4\ub4e4\uc740 \uc815\ucc45\uc801 \uc9c0\uc6d0\uc744 \ud65c\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Novonix\ub294 2026\ub144\uae4c\uc9c0 \ud14c\ub124\uc2dc\uc5d0\uc11c \uc5f0\uac04 3\ub9cc \ud1a4\uc744 \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc73c\uba70, Syrah\ub294 \ub8e8\uc774\uc9c0\uc560\ub098\uc5d0\uc11c \uc5f0\uac04 3\ub9cc \ud1a4\uc744 \ucd94\uad6c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58 \uc804\ubb38 \uae30\uc5c5\uc778 Sila, Amprius, Nexeon\uc740 20%\uc758 \uc8fc\ud589 \uac70\ub9ac \ud5a5\uc0c1\uc744 \uc704\ud574 30% \ub354 \ub192\uc740 \uac00\uaca9\uc744 \uc9c0\ubd88\ud560 \uc758\ud5a5\uc774 \uc788\ub294 \ud504\ub9ac\ubbf8\uc5c4 OEM\uc744 \uacf5\ub7b5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc218\uc9c1 \ud1b5\ud569\uc740 \ube44\uc6a9 \ub9ac\ub354\uc2ed\uc744 \uc774\ub04c\uace0 \uc788\uc2b5\ub2c8\ub2e4. POSCO Future M\uc740 \uc804\uad6c\uccb4 \uacf5\uae09\uacfc \ucf54\ud305\uc744 \uacb0\ud569\ud558\uc5ec \uc0c1\uc5c5\uc801 \ube44\uc6a9\ubcf4\ub2e4 15% \ub0ae\uc740 \ube44\uc6a9\uc744 \ub2ec\uc131\ud569\ub2c8\ub2e4. \ud30c\ub098\uc18c\ub2c9\uacfc \uc0bc\uc131SDI\ub294 \uc2e4\ub9ac\ucf58 \uc0ac\uc804 \ub9ac\ud2ac\ud654 \ubc0f \uadf8\ub798\ud540 \ucf54\ud305 \uad00\ub828 \ud2b9\ud5c8 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubb3c\ub958 \ucc28\ub7c9\uc6a9 \uace0\uc18d \ucda9\uc804 \uc74c\uadf9\uc7ac\uc640 \uc21c\ub3c4 95%\uc5d0 \ub3c4\ub2ec\ud558\uba74 \uc2e0\uaddc \uc778\uc870 \uc7ac\ub8cc\ubcf4\ub2e4 20% \uc800\ub834\ud560 \uc218 \uc788\ub294 \uc7ac\ud65c\uc6a9 \ud751\uc5f0\uc5d0\uc11c \uc0c8\ub85c\uc6b4 \uae30\ud68c\uac00 \uc874\uc7ac\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 2027\ub144\uae4c\uc9c0\ub294 \ubd84\uc5f4\ub41c \uc0c1\ud0dc\ub97c \uc720\uc9c0\ud558\ub2e4\uac00, IRA \ubc0f EU \uaddc\uc815\uc5d0 \ub530\ub77c \uc11c\uad6c\uad8c \uc0dd\uc0b0 \ub2a5\ub825\uc774 \ud655\uc7a5\ub418\uace0 \uc911\uad6d \uae30\uc874 \uc5c5\uccb4\ub4e4\uc774 \ucc9c\uc5f0 \ud751\uc5f0\uc5d0\uc11c \ube44\uc6a9 \uc6b0\uc704\ub97c \ubc29\uc5b4\ud558\uba74\uc11c \uacbd\uc7c1\uc774 \uc2ec\ud654\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ucc38\uc5ec\uc790:<\/p>\n<p>*   BTR New Material Group<br \/>\n*   Mitsubishi Chemical Group (Kureha \ud3ec\ud568)<br \/>\n*   Shanshan Corporation<br \/>\n*   Shanghai Putailai New Energy (PTL)<br \/>\n*   LG Chem \/ LG Energy Solution<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 4\uc6d4: POSTECH\uacfc KIER\uc740 \ud751\uc5f0 \ub300\ube44 1.5\ubc30\uc758 \ubd80\ud53c \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \uac00\uc9c0\uba74\uc11c 1,500 \uc0ac\uc774\ud074\uc744 \uc720\uc9c0\ud558\ub294 \ud558\ub4dc\uce74\ubcf8-\uc8fc\uc11d \ub098\ub178 \ubcf5\ud569 \uc74c\uadf9\uc7ac\ub97c \uac1c\ubc1c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 2\uc6d4: Resonac Corporation\uc740 \uc74c\uadf9\uc7ac \uc18c\uc7ac \uaddc\ubaa8 \ud655\uc7a5\uc5d0 \uc9d1\uc911\ud558\uae30 \uc704\ud574 Resonac Packaging\uc744 Dai Nippon Printing\uc5d0 \ub9e4\uac01\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 5\uc6d4: \uc911\uad6d \uacfc\ud559\uc790 \ud300\uc740 \uae30\uc874 \ub9ac\ud2ac \ubc30\ud130\ub9ac\ubcf4\ub2e4 \uac70\uc758 \ub450 \ubc30\uc758 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \uac00\uc9c4 \uc218\uc131 \ubc30\ud130\ub9ac \uac1c\ubc1c\uc744 \ubc1c\ud45c\ud558\uc5ec \uc804\uae30\ucc28 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0 \uc218\uc131 \ubc30\ud130\ub9ac\uc758 \uac00\ub2a5\uc131\uc744 \uc5f4\uc5c8\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 1\uc6d4: \uc720\ub7fd\ud22c\uc790\uc740\ud589(EIB)\uacfc GDI\ub294 InvestEU \ud504\ub85c\uadf8\ub7a8\uc758 \uc77c\ud658\uc73c\ub85c \uc804\uae30\ucc28\uc6a9 \ucc28\uc138\ub300 \uc2e4\ub9ac\ucf58 \uc74c\uadf9\uc7ac \uae30\uc220 \ubc1c\uc804\uc744 \uc704\ud574 2,215\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc900\uc790\ubcf8 \ub300\ucd9c \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 2027\ub144\uae4c\uc9c0 \uc2e0\uae30\uc220\uc5d0 4,120.5\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc758 \ucd94\uac00 \ud22c\uc790\ub97c \uc720\ub3c4\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \uc804\uae30\ucc28(EV) \ubc30\ud130\ub9ac \uc74c\uadf9\uc7ac \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc74c\uadf9\uc7ac\ub294 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac\uc758 \ud575\uc2ec \uad6c\uc131 \uc694\uc18c\ub85c, \uc8fc\ub85c \ud751\uc5f0\uc744 \uae30\ubc18\uc73c\ub85c \ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd:<br \/>\n\uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc74c\uadf9\uc7ac \uc2dc\uc7a5\uc740 2026\ub144 100\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 164\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788, 10% \uc774\uc0c1\uc758 \uc2e4\ub9ac\ucf58 \ud568\ub7c9\uc744 \uac00\uc9c4 \uace0\uc2e4\ub9ac\ucf58 \uc74c\uadf9\uc7ac\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 33.2%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \uc5d0\ub108\uc9c0 \ubc00\ub3c4 \ud5a5\uc0c1\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \uc804 \uc138\uacc4\uc801\uc778 \uc804\uae30\ucc28 \uc0dd\uc0b0\ub7c9 \uae09\uc99d, \ubc30\ud130\ub9ac \uc18c\uc7ac\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c \ubc0f \ud604\uc9c0 \uc0dd\uc0b0 \uaddc\uc815 \uac15\ud654, \ud569\uc131 \ud751\uc5f0 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub85c \uc778\ud55c \ube44\uc6a9 \uace1\uc120 \ud558\ub77d\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc911\uad6d\uc758 \ud751\uc5f0 \uc218\ucd9c \ud1b5\uc81c\ub294 \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654\ub97c \ucd09\uc9c4\ud558\uba70 \ubaa8\uc7a0\ube44\ud06c, \uce90\ub098\ub2e4, \ubbf8\uad6d \ub4f1\uc9c0\ub85c\uc758 \ud22c\uc790\ub97c \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. OEM(\uc8fc\ubb38\uc790 \uc0c1\ud45c \ubd80\ucc29 \uc0dd\uc0b0) \uae30\uc5c5\ub4e4\uc774 4680 \ubc0f &#8220;Gen 4&#8221; \uc6d0\ud1b5\ud615 \uc140\uc744 \uc704\ud55c \uace0\uc2e4\ub9ac\ucf58 \ubcf5\ud569 \uc74c\uadf9\uc7ac\ub85c \uc804\ud658\ud558\uace0 \uc788\uc73c\uba70, \uac01\ud615\uc5d0\uc11c \ub300\ud615 \uc6d0\ud1b5\ud615\uc73c\ub85c\uc758 \uc140 \ud615\uc2dd \ubcc0\ud654\uac00 \uc74c\uadf9\uc7ac \uc124\uacc4 \uc0ac\uc591\uc744 \ubcc0\uacbd\ud558\ub294 \uac83\ub3c4 \uc911\uc694\ud55c \ub3d9\uc778\uc785\ub2c8\ub2e4. 4680 \uc6d0\ud1b5\ud615 \uc140\uc740 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \ub192\uc774\uace0 \ud329 \uc870\ub9bd\uc744 \ub2e8\uc21c\ud654\ud558\uc5ec 2031\ub144\uae4c\uc9c0 \uc74c\uadf9\uc7ac \uc218\uc694\uc758 57.80%\ub97c \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \ubc0f \ub3c4\uc804 \uacfc\uc81c:<br \/>\n\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 \uc2e4\ub9ac\ucf58\uc758 \ubd80\ud53c \ud33d\ucc3d \ubc0f \uc0ac\uc774\ud074 \uc218\uba85 \ubb38\uc81c(\ub9ac\ud2ac\ud654 \uacfc\uc815\uc5d0\uc11c \ucd5c\ub300 300% \ud33d\ucc3d\ud558\uc5ec SEI(\uace0\uccb4 \uc804\ud574\uc9c8 \uacc4\uba74)\ub97c \ud30c\uad34, \ucd08\uae30 \uc138\ub300 \uc140\uc758 \uc218\uba85\uc744 500 \uc0ac\uc774\ud074\ub85c \uc81c\ud55c, \uc774\ub294 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uc758 1,500 \uc0ac\uc774\ud074 \ubcf4\uc99d \uae30\uc900\uc5d0 \ubbf8\ub2ec), \ud569\uc131 \ud751\uc5f0\uc5d0 \ub300\ud55c ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870) \ubc0f \ud0c4\uc18c \ubc1c\uc790\uad6d \uac10\uc2dc \uac15\ud654, \uc784\ubc15\ud55c \uc7ac\ud65c\uc6a9 \uacfc\uc789 \uc0dd\uc0b0 \ub2a5\ub825\uc73c\ub85c \uc778\ud55c \uc2e0\uaddc \uc6d0\uc790\uc7ac \uc218\uc694 \uc5b5\uc81c \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc74c\uadf9\uc7ac \ucf54\ud305 \ub2e8\uacc4\uac00 \uc5ec\uc804\ud788 97% \uc911\uad6d \uc911\uc2ec\uc801\uc774\uc5b4\uc11c \uc9c0\uc815\ud559\uc801 \uc704\ud5d8\uc774 \ub192\uc740 \uac83\ub3c4 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc785\ub2c8\ub2e4.<\/p>\n<p>\uacf5\uae09\ub9dd \ubc0f \uc9c0\uc5ed\ubcc4 \ub3d9\ud5a5:<br \/>\n\uc911\uad6d\uc758 2023\ub144 12\uc6d4 \ud751\uc5f0 \uc218\ucd9c \ud5c8\uac00 \uaddc\uc815\uc740 2024\ub144 \ucd08 \ube44\uc911\uad6d \uc9c0\uc5ed\uc758 \uc811\uadfc\uc131\uc744 18% \uac10\uc18c\uc2dc\ucf1c \uac00\uaca9 \uc0c1\uc2b9\uc744 \uc57c\uae30\ud558\uace0 \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654\ub97c \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubd81\ubbf8 \uc9c0\uc5ed\uc740 Section 45X \uc138\uae08 \uacf5\uc81c\ub97c \ud65c\uc6a9\ud558\uace0 \uc788\uc73c\uba70, \uc720\ub7fd\uc740 \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95(Critical Raw Materials Act) \ubc0f \uc720\ub7fd\ud22c\uc790\uc740\ud589(EIB) \uc790\uae08 \uc9c0\uc6d0\uc744 \ud1b5\ud574 \ud569\uc131 \ud751\uc5f0 \ubc0f \uc7ac\ud65c\uc6a9 \uacf5\uc7a5 \uac74\uc124\uc5d0 \uc801\uadf9\uc801\uc73c\ub85c \ud22c\uc790\ud558\uc5ec \ud604\uc9c0 \uc74c\uadf9\uc7ac \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\uc758 \uc8fc\uc694 \ubd84\uc11d \ub0b4\uc6a9:<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \ubc30\ud130\ub9ac \uc18c\uc7ac \uc720\ud615(\ud751\uc5f0, \uc2e4\ub9ac\ucf58 \uac15\ud654 \ud751\uc5f0, \uace0\uc2e4\ub9ac\ucf58\/SiOx, \ub9ac\ud2ac \ud2f0\ud0c4\uc0b0\ud654\ubb3c(LTO) \ubc0f \uae30\ud0c0 \ucca8\ub2e8 \uc18c\uc7ac), \uc140 \ud615\uc2dd(\uc6d0\ud1b5\ud615, \uac01\ud615, \ud30c\uc6b0\uce58), \ucc28\ub7c9 \uc720\ud615(\uc2b9\uc6a9\ucc28, \uacbd\uc0c1\uc6a9\ucc28, \uc911\ub300\ud615 \ud2b8\ub7ed, \ubc84\uc2a4 \ubc0f \ucf54\uce58, \uc774\ub95c \ubc0f \uc0bc\ub95c\ucc28, \ube44\ub3c4\ub85c \ubc0f \ud2b9\uc218 \uc804\uae30\ucc28) \ubc0f \uc9c0\uc5ed\ubcc4(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74) \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4. \ub610\ud55c, \uacf5\uae09\ub9dd \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, Porter\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778, \ud22c\uc790 \ubc0f \uc790\uae08 \uc870\ub2ec \ubd84\uc11d, \ud2b9\ud5c8 \ud604\ud669 \ub4f1\uc744 \ub2e4\ub8e8\uba70, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uacbd\uc7c1 \ud658\uacbd, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784(M&#038;A, \ud30c\ud2b8\ub108\uc2ed), \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uae30\uc5c5 \ud504\ub85c\ud544\uc744 \uc0c1\uc138\ud788 \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacb0\ub860:<br \/>\n\uc774 \ubcf4\uace0\uc11c\ub294 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc74c\uadf9\uc7ac \uc2dc\uc7a5\uc758 \ud604\uc7ac \uac00\uce58, \ubbf8\ub798 \uc131\uc7a5 \ub3d9\ub825, \uc8fc\uc694 \ub3c4\uc804 \uacfc\uc81c \ubc0f \uc9c0\uc5ed\ubcc4 \ud22c\uc790 \ub3d9\ud5a5\uc744 \ud3ec\uad04\uc801\uc73c\ub85c \uc870\uba85\ud558\uba70, \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc774 \uc804\ub7b5\uc801 \uc758\uc0ac\uacb0\uc815\uc744 \ub0b4\ub9ac\ub294 \ub370 \ud544\uc694\ud55c \uc2ec\uce35\uc801\uc778 \ud1b5\ucc30\ub825\uc744 \uc81c\uacf5\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-59048","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\/59048"}],"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=59048"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/59048\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=59048"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=59048"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=59048"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}