{"id":10748,"date":"2025-01-17T05:56:01","date_gmt":"2025-01-16T20:56:01","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=10748"},"modified":"2025-04-09T17:28:11","modified_gmt":"2025-04-09T08:28:11","slug":"%e4%b8%ad-%ec%88%98%ec%b6%9c-%ea%b8%88%ec%a7%80-%eb%b0%8f-%ec%a0%9c%ed%95%9c-%eb%aa%a9%eb%a1%9d%ec%97%90-%eb%b0%b0%ed%84%b0%eb%a6%ac-%ec%96%91%ea%b7%b9%ec%9e%ac-%ec%a0%9c%ec%a1%b0-%ea%b8%b0%ec%88%a0","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=10748","title":{"rendered":"\u4e2d, \uc218\ucd9c \uae08\uc9c0 \ubc0f \uc81c\ud55c \ubaa9\ub85d\uc5d0 \ubc30\ud130\ub9ac \uc591\uadf9\uc7ac \uc81c\uc870 \uae30\uc220 \ub4f1 \ucd94\uac00"},"content":{"rendered":"<h3>|\ubc30\ud130\ub9ac \uc591\uadf9\uc7ac \uc81c\uc870\u00b7\uac00\uacf5 \uae30\uc220, \uc218\ucd9c \ud1b5\uc81c \ubaa9\ub85d\uc5d0 \uc62c\ub77c<br \/>\n|\u4e2d, \uc790\uad6d \ubc30\ud130\ub9ac \uae30\uc220 \ubcf4\ud638\uc640 \uae30\uc220\uc801 \uc6b0\uc704 \ud655\ubcf4\ub97c \ubaa9\ud45c<br \/>\n|\uae00\ub85c\ubc8c \ubc30\ud130\ub9ac \uacf5\uae09\ub9dd \ucc28\uc9c8 \ubd88\uac00\ud53c<\/h3>\n<p>\uc911\uad6d \uc0c1\ubb34\ubd80\uc640 \uacfc\ud559\uae30\uc220\ubd80\ub294 \uc9c0\ub09c 2\uc77c \ub300\uc678\ubb34\uc5ed\ubc95 \ubc0f \uae30\uc220 \uc218\ucd9c\uc785 \uad00\ub9ac \uaddc\uc815\uc5d0 \ub530\ub77c <a href=\"https:\/\/fms.mofcom.gov.cn\/cms_files\/filemanager\/10364010\/attach\/202412\/107932713cab4fd282e1e4cd5b792bee.pdf?fileName=\u300a\u4e2d\u56fd\u7981\u6b62\u51fa\u53e3\u9650\u5236\u51fa\u53e3\u6280\u672f\u76ee\u5f55\u300b\u8c03\u6574\u5185\u5bb9.pdf\">\uac1c\uc815\ub41c \uc218\ucd9c \uae08\uc9c0 \ubc0f \uc81c\ud55c \uae30\uc220 \ubaa9\ub85d<\/a>\uc744 \ubc1c\ud45c\ud558\uace0, 2\uc6d4 1\uc77c\uae4c\uc9c0 \ub300\uc911\uc758 \uc758\uacac\uc744 \uc218\ub834\ud55c\ub2e4\uace0 <a href=\"https:\/\/fms.mofcom.gov.cn\/xxfb\/art\/2025\/art_4717648e8ef94faba7564800b90ea3cc.html\">\ubc1d\ud614\uc74c<\/a>.<\/p>\n<p><strong>\ubaa9\ub85d\uc758 \uac1c\uc694<\/strong><br \/>\n\uc774 \ubaa9\ub85d\uc740 \uc218\ucd9c \uae08\uc9c0 \ubc0f \uc81c\ud55c \uae30\uc220\uc744 \uaddc\uc815\ud558\uace0 \uc788\uc74c.<br \/>\n&#8211; \uc218\ucd9c \uae08\uc9c0 \uae30\uc220\ub85c \uc9c0\uc815\ub41c \ud56d\ubaa9\uc740 \uc911\uad6d \ubc16\uc73c\ub85c \uc218\ucd9c\ud560 \uc218 \uc5c6\uc74c.<br \/>\n&#8211; \uc218\ucd9c \uc81c\ud55c \uae30\uc220\ub85c \uc9c0\uc815\ub41c \ud56d\ubaa9\uc744 \uc218\ucd9c\ud558\ub824\uba74 \uc0c1\ubb34\ubd80 \ub4f1 \uad00\ub828 \ubd80\uc11c\uc5d0 \uc2e0\uccad\uc11c\ub97c \uc81c\ucd9c\ud558\uace0, \uae30\uc220 \uc218\ucd9c \ud5c8\uac00\uc99d\uc744 \ubc1c\uae09\ubc1b\uc544\uc57c \ud568.<\/p>\n<p>\uc774 \ubaa9\ub85d\uc740 \uacfc\uac70 \uc5ec\ub7ec \ucc28\ub840 \uac80\ud1a0 \ubc0f \uac1c\uc815\ub418\uc5c8\uc73c\uba70, \uac00\uc7a5 \ucd5c\uadfc\uc758 \uac1c\uc815\uc740 2023\ub144 12\uc6d4 21\uc77c\uc5d0 \uc774\ub8e8\uc5b4\uc84c\uc74c. \uc774\ubc88 \uac1c\uc815\uc740 \ubc30\ud130\ub9ac \uc591\uadf9\uc7ac(Cathode Material, \ubc30\ud130\ub9ac\uc5d0\uc11c (+)\uadf9\uc744 \uad6c\uc131\ud558\ub294 \ubb3c\uc9c8) \uc81c\uc870 \uae30\uc220\uacfc \uad00\ub828\ub41c \ud56d\ubaa9\uc744 \ud3ec\ud568\ud558\uc5ec \uc81c\ud55c \uae30\uc220 \ubaa9\ub85d\uc5d0 \uc0c8\ub85c\uc6b4 \ud56d\ubaa9\uc744 \ucd94\uac00\ud558\ub294 \uac83\uc744 \uc8fc\uc694 \ub0b4\uc6a9\uc73c\ub85c \ud558\uace0 \uc788\uc74c.<\/p>\n<p><strong>\uc0c8\ub86d\uac8c \ucd94\uac00\ub41c \uc81c\ud55c \ud56d\ubaa9<\/strong><br \/>\n1. \ubc30\ud130\ub9ac \uc591\uadf9\uc7ac \uc81c\uc870 \uae30\uc220<br \/>\n&#8211; \ub9ac\ud2ac\uc778\uc0b0\ucca0(LFP) \uac00\uacf5 \uae30\uc220<br \/>\n&#8211; \uc778\uc0b0\ub9dd\uac04\ucca0 \uac00\uacf5 \uae30\uc220<br \/>\n&#8211; \uc778\uc0b0\uc5fc \uc591\uadf9\uc7ac \uc81c\uc870 \uae30\uc220<\/p>\n<p>2. \ub9ac\ud2ac \ud654\ud569\ubb3c \ubc0f \uad00\ub828 \uc18c\uc7ac \uc81c\uc870 \uae30\uc220<br \/>\n&#8211; \ud0c4\uc0b0\ub9ac\ud2ac \uc81c\uc870 \uae30\uc220<br \/>\n&#8211; \ub9ac\ud2ac \ud569\uae08 \ubc0f \uad00\ub828 \uc18c\uc7ac \uc81c\uc870 \uae30\uc220<\/p>\n<figure id=\"attachment_10754\" aria-describedby=\"caption-attachment-10754\" style=\"width: 150px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\"size-thumbnail wp-image-10754\" src=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/01\/Lithium_Iron_Phosphate_LiFePO4_Cells_400_Ah_Amp_Hours_3.25_Volts_-_5-150x150.jpg\" alt=\"\" width=\"150\" height=\"150\" srcset=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/01\/Lithium_Iron_Phosphate_LiFePO4_Cells_400_Ah_Amp_Hours_3.25_Volts_-_5-150x150.jpg 150w, https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/01\/Lithium_Iron_Phosphate_LiFePO4_Cells_400_Ah_Amp_Hours_3.25_Volts_-_5-200x200.jpg 200w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/><figcaption id=\"caption-attachment-10754\" class=\"wp-caption-text\">\ub9ac\ud2ac\uc778\uc0b0\ucca0\ubc30\ud130\ub9ac\ud329\/\uc704\ud0a4\ubbf8\ub514\uc5b4<\/figcaption><\/figure>\n<p><strong>\ub9ac\ud2ac\uc778\uc0b0\ucca0(LFP) \ubc30\ud130\ub9ac<\/strong><br \/>\n1. LFP \ubc30\ud130\ub9ac\ub780?<br \/>\n\ub9ac\ud2ac\uc778\uc0b0\ucca0 \ubc30\ud130\ub9ac\ub294 \ud604\uc7ac \uc0bc\uc6d0\uacc4 \ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac(NCM\/NCA)\uc640 \ud568\uaed8 \uc804\uae30\ucc28(EV) \ubc30\ud130\ub9ac\uc758 \uc8fc\ub958\ub85c \uc790\ub9ac \uc7a1\uace0 \uc788\uc74c. \uc0bc\uc6d0\uacc4 \ubc30\ud130\ub9ac\ubcf4\ub2e4 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub294 \ub0ae\uc9c0\ub9cc \ucca0\uacfc \uc778\uc0b0\uc5fc\uc744 \uc8fc\ub85c \uc0ac\uc6a9\ud558\uba70 \ub2c8\ucf08, \ub9dd\uac04, \ucf54\ubc1c\ud2b8 \ub4f1 \ud76c\uadc0 \uae08\uc18d\uc758 \uc0ac\uc6a9\uc744 \uc904\uc5ec \uc0dd\uc0b0 \ube44\uc6a9\uc774 \ub0ae\uc74c.<\/p>\n<p>2. \uc911\uad6d \ub0b4 LFP \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uc810\uc720\uc728:<br \/>\n2024\ub144 1\uc6d4~9\uc6d4 \uae30\uc900, \uc911\uad6d \uc2dc\uc7a5\uc5d0\uc11c \ucc28\ub7c9 \ubc30\ud130\ub9ac \ucd1d \ucd9c\ud558\ub7c9 \uc911 LFP \ubc30\ud130\ub9ac\ub294 71.4%\ub97c \ucc28\uc9c0.<\/p>\n<p>\uc81c\uc870\uc0ac\ubcc4 \uc810\uc720\uc728:<br \/>\nCATL(36.9%), BYD(34.2%), China Aerospace Technology Co., Ltd.(6.3%), Guoxuan Hi-Tech(5.0%).<\/p>\n<p><strong>\uc591\uadf9\uc7ac\uc640 \uae00\ub85c\ubc8c \uc2dc\uc7a5<\/strong><br \/>\n1. \uc911\uad6d\uc758 \uc9c0\ubc30\ub825<br \/>\n\uc911\uad6d\uc740 <strong>\uc804 \uc138\uacc4 \uc591\uadf9\uc7ac \uc2dc\uc7a5\uc758 \uc57d 70% \uc774\uc0c1\uc744 \uc810\uc720<\/strong>\ud558\uba70, \ud2b9\ud788 <strong>\ub9ac\ud2ac\uc778\uc0b0\ucca0(LFP) \uc591\uadf9\uc7ac\uc758 \uc57d 90%\ub97c \uc0dd\uc0b0<\/strong>\ud558\uace0 \uc788\uc74c. \uae00\ub85c\ubc8c \uc804\uae30\ucc28 \uc81c\uc870\uc5c5\uccb4\uc640 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(ESS) \uae30\uc5c5\ub4e4\uc774 \uc911\uad6d\uc0b0 \uc591\uadf9\uc7ac\uc5d0 \ud06c\uac8c \uc758\uc874\ud558\uace0 \uc788\uc74c<\/p>\n<p>2. \uc6d0\uc790\uc7ac \uacf5\uae09\ub9dd<br \/>\n\ub2c8\ucf08, \ub9ac\ud2ac, \ucf54\ubc1c\ud2b8 \ub4f1 \uc591\uadf9\uc7ac \uc0dd\uc0b0\uc5d0 \ud544\uc218\uc801\uc778 \uc6d0\uc790\uc7ac\ub294 \uc81c\ud55c\ub41c \uc790\uc6d0\uc774\uba70, \uc911\uad6d\uc740 \uc774\ub7ec\ud55c \uc790\uc6d0\uc758 \ucc44\uad74 \ubc0f \uac00\uacf5\uc5d0\uc11c \uc6b0\uc704\ub97c \uc810\ud558\uace0 \uc788\uc74c. \uc774\ub85c \uc778\ud574 \uc591\uadf9\uc7ac \uacf5\uae09\ub9dd\uc740 \uc9c0\uc815\ud559\uc801 \uc694\uc778\uc5d0 \ubbfc\uac10\ud558\uac8c \ubc18\uc751\ud568.<\/p>\n<p>3. \uae30\uc220\uc801 \uacbd\uc7c1<br \/>\n\uc77c\ubcf8, \ubbf8\uad6d, \uc720\ub7fd \ub4f1 \uc8fc\uc694 \ubc30\ud130\ub9ac \uc81c\uc870\uad6d\ub4e4\uc740 \uc911\uad6d \uc758\uc874\ub3c4\ub97c \uc904\uc774\uae30 \uc704\ud574 \uc790\uad6d \ub0b4 \uc591\uadf9\uc7ac \uc81c\uc870 \ubc0f \uae30\uc220 \uac1c\ubc1c\uc5d0 \ud22c\uc790\ud558\uace0 \uc788\uc74c.<\/p>\n<p><strong><br \/>\n\uc911\uad6d \uae30\uc220 \uc218\ucd9c \uad00\ub9ac\uc758 \uad6c\uc870<\/strong><br \/>\n1. \uae30\uc220 \uc218\ucd9c\uc785 \uad00\ub9ac \uaddc\uc815:<br \/>\n\uae30\uc220 \uc218\ucd9c\uc785\uc740 \ubb34\uc5ed, \ud22c\uc790, \uacbd\uc81c\u00b7\uae30\uc220 \ud611\ub825\uc744 \ud1b5\ud574 \uae30\uc220\uc744 \uc911\uad6d \uacbd\ub0b4\ub85c \ub4e4\uc774\uac70\ub098 \uacbd\uc678\ub85c \uc774\uc804\ud558\ub294 \ud589\uc704\ub97c \ud3ec\ud568. \ud2b9\ud5c8\uad8c, \ub178\ud558\uc6b0, \uae30\uc220 \uc11c\ube44\uc2a4 \ub4f1\uc758 \uc774\uc804\ub3c4 \uae30\uc220 \uc218\ucd9c\uc785\uc73c\ub85c \uac04\uc8fc.<\/p>\n<p>2. \uc218\ucd9c \uc81c\ud55c \uae30\uc220\uc758 \ud5c8\uac00 \uc808\ucc28:<br \/>\n\uc81c\ud55c \uae30\uc220\uc744 \uc218\ucd9c\ud558\ub824\uba74 \ud5c8\uac00\uc99d\uc744 \ucde8\ub4dd\ud574\uc57c \ud558\uba70, \uad00\ub828 \uc138\ubd80 \uc808\ucc28\ub294 \uc5f0\uad6c \ubcf4\uace0\uc11c\uc5d0 \uba85\uc2dc\ub418\uc5b4 \uc788\uc74c.<\/p>\n<p>3. \uc774\uc911 \uc6a9\ub3c4 \uae30\uc220 \ubc0f \uad70\uc0ac \uae30\uc220 \uad00\ub9ac:<br \/>\n\uc774\uc911 \uc6a9\ub3c4 \ud488\ubaa9, \uad70\uc218 \ubb3c\uc790, \ud575 \uae30\uc220 \ub4f1\uc740 \uc218\ucd9c\ud1b5\uc81c\ubc95\uacfc \uc774\uc911 \uc6a9\ub3c4 \ud488\ubaa9 \uc218\ucd9c \ud1b5\uc81c \uc870\ub840\uc5d0 \ub530\ub77c \ubcc4\ub3c4\ub85c \uad00\ub9ac\ub428.<\/p>\n<p><strong>\uc0c1\ubb34\ubd80\uc758 \uacf5\uc2dd \uc785\uc7a5<\/strong><br \/>\n\uc0c1\ubb34\ubd80 \ub300\ubcc0\uc778\uc740 \uc774\ubc88 \uac1c\uc815\uc774 \uc815\uae30\uc801\uc778 \uac1c\uc815\uc73c\ub85c, \ud2b9\uc815 \uc0b0\uc5c5\uc774\ub098 \uad6d\uac00\ub97c \ub300\uc0c1\uc73c\ub85c \ud55c \uc870\uce58\uac00 \uc544\ub2c8\ub77c\uace0 \uc5b8\uae09.<\/p>\n<p><strong>\uc804\ub9dd \ubc0f \uc2dc\uc0ac\uc810<\/strong><br \/>\n\uc911\uad6d\uc758 \uc774\ubc88 \uac1c\uc815\uc740 \ucca8\ub2e8 \ubc30\ud130\ub9ac \uae30\uc220 \ubcf4\ud638\uc640 \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc5d0\uc11c\uc758 \uae30\uc220\uc801 \uc6b0\uc704 \ud655\ubcf4\ub97c \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc74c. \ud2b9\ud788, \ubc30\ud130\ub9ac \uc591\uadf9\uc7ac\uc640 \uad00\ub828\ub41c \uc81c\ud55c\uc740 \uc790\uad6d\uc758 \ub9ac\ud2ac\uc778\uc0b0\ucca0(LFP) \ubc30\ud130\ub9ac \uae30\uc220\uc774 \uc804\uae30\ucc28 \ubc0f \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(ESS) \uc2dc\uc7a5\uc5d0\uc11c \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \ud558\uace0 \uc788\ub2e4\ub294 \uc810\uc744 \ubc18\uc601\ud568. \uc774\ub7ec\ud55c \uc870\uce58\ub294 \uc911\uad6d\uc774 \uae00\ub85c\ubc8c \ubc30\ud130\ub9ac \uacf5\uae09\ub9dd\uc5d0\uc11c \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud558\uace0, \ucca8\ub2e8 \uae30\uc220\uc758 \uc678\ubd80 \uc720\ucd9c\uc744 \ubc29\uc9c0\ud558\uba70, \uc790\uad6d \uc0b0\uc5c5\uc758 \uacbd\uc7c1\ub825\uc744 \uac15\ud654\ud558\ub824\ub294 \uc804\ub7b5\uc73c\ub85c \ubcf4\uc784.<\/p>\n<p>\uc774\ubc88 \uc218\ucd9c \uc81c\ud55c \uc870\uce58\ub294 \uc911\uad6d\uc758 \uae30\uc220 \ubcf4\ud638\uc8fc\uc758 \uac15\ud654\uc640 \uae00\ub85c\ubc8c \ubc30\ud130\ub9ac \uc0b0\uc5c5\uc5d0 \ub300\ud55c \ud1b5\uc81c\ub97c \uc2dc\uc0ac\ud568. \uc774\uc5d0 \ub530\ub77c \uc911\uad6d\uc0b0 \uc591\uadf9\uc7ac\uc5d0 \ud06c\uac8c \uc758\uc874\ud558\ub294 \uad6d\uac00\uc640 \uae30\uc5c5\ub4e4\uc740 \uae30\uc220 \uc811\uadfc\uc131 \uc81c\ud55c\uacfc \uc0dd\uc0b0 \ube44\uc6a9 \uc0c1\uc2b9 \ub4f1\uc758 \ub3c4\uc804\uc5d0 \uc9c1\uba74\ud560 \uc218 \uc788\uc74c. \uad81\uadf9\uc801\uc73c\ub85c, \uc911\uad6d\uc758 \uc774\ubc88 \uc870\uce58\ub294 \uae00\ub85c\ubc8c \uae30\uc220 \uacbd\uc7c1\uacfc \uacf5\uae09\ub9dd \uc7ac\ud3b8\uc744 \uac00\uc18d\ud654\ud558\ub294 \uc911\uc694\ud55c \uacc4\uae30\ub85c \uc791\uc6a9\ud560 \uac00\ub2a5\uc131\uc774 \ub192\uc74c.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>|\ubc30\ud130\ub9ac \uc591\uadf9\uc7ac \uc81c\uc870\u00b7\uac00\uacf5 \uae30\uc220, \uc218\ucd9c \ud1b5\uc81c \ubaa9\ub85d\uc5d0 \uc62c\ub77c |\u4e2d, \uc790\uad6d \ubc30\ud130\ub9ac \uae30\uc220 \ubcf4\ud638\uc640 \uae30\uc220\uc801 \uc6b0\uc704 \ud655\ubcf4\ub97c \ubaa9\ud45c |\uae00\ub85c\ubc8c \ubc30\ud130\ub9ac \uacf5\uae09\ub9dd \ucc28\uc9c8 \ubd88\uac00\ud53c \uc911\uad6d \uc0c1\ubb34\ubd80\uc640 \uacfc\ud559\uae30\uc220\ubd80\ub294 \uc9c0\ub09c 2\uc77c \ub300\uc678\ubb34\uc5ed\ubc95 \ubc0f \uae30\uc220 \uc218\ucd9c\uc785 \uad00\ub9ac \uaddc\uc815\uc5d0 \ub530\ub77c \uac1c\uc815\ub41c \uc218\ucd9c \uae08\uc9c0 \ubc0f \uc81c\ud55c \uae30\uc220 \ubaa9\ub85d\uc744 \ubc1c\ud45c\ud558\uace0, 2\uc6d4 1\uc77c\uae4c\uc9c0 \ub300\uc911\uc758 \uc758\uacac\uc744 \uc218\ub834\ud55c\ub2e4\uace0 \ubc1d\ud614\uc74c. \ubaa9\ub85d\uc758 \uac1c\uc694 \uc774 \ubaa9\ub85d\uc740 \uc218\ucd9c \uae08\uc9c0 \ubc0f [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":1016,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[605,604,614],"tags":[715,887,38],"class_list":{"0":"post-10748","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-china-view","8":"category-export","9":"category-china","10":"tag-715","11":"tag-887","12":"tag-38"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin 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