{"id":11820,"date":"2025-01-23T15:45:19","date_gmt":"2025-01-23T06:45:19","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=11820"},"modified":"2025-01-24T09:11:08","modified_gmt":"2025-01-24T00:11:08","slug":"k%eb%b0%b0%ed%84%b0%eb%a6%ac-%ec%a3%bc%eb%a0%a5%ec%8b%9c%ec%9e%a5-%ec%b9%a8%ec%b2%b4-%ec%9a%b0%eb%a0%a4-%ea%b4%80%ec%84%b8-%ed%9b%84%ed%8f%ad%ed%92%8d%eb%8f%84-%eb%8c%80%ea%b8%b0","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=11820","title":{"rendered":"K\ubc30\ud130\ub9ac \uc8fc\ub825\uc2dc\uc7a5 \uce68\uccb4 \uc6b0\ub824, \uad00\uc138 \ud6c4\ud3ed\ud48d\ub3c4 &#8216;\ub300\uae30&#8217;"},"content":{"rendered":"<h3>|\u2464K\ubc30\ud130\ub9ac \ud575\uc2ec\uc2dc\uc7a5 \uc8fc\ubaa9, AMPC \ud6a8\uacfc\ub3c4\u2026\uce90\ub098\ub2e4\u00b7\uba55\uc2dc\ucf54\uc0b0 \uad00\uc138 \uac00\ub2a5\uc131<\/h3>\n<p>\ubbf8\uad6d \uc804\uae30\ucc28 \uc2dc\uc7a5 \uce68\uccb4\uc5d0 \ub300\ud55c \uad6d\ub0b4 \ubc30\ud130\ub9ac \uc5c5\uacc4\uc758 \uc6b0\ub824\uac00 \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4. \uc774 \uac00\uc6b4\ub370 \ubbf8\uad6d\uc758 \uc8fc\ubcc0\uad6d \uad00\uc138 \uac00\ub2a5\uc131\ub3c4 \ub098\uc624\uba70 K\ubc30\ud130\ub9ac\uc0ac\uc640 \uc2dc\uc7a5\uc740 \ud604\uc2e4\ud654 \uac00\ub2a5\uc131\uc5d0 \uc8fc\ubaa9\ud558\uace0 \uc788\ub2e4. \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc740 \ucde8\uc784 \uccab\ub0a0 \uc804\uae30\ucc28 \uc758\ubb34\ud654 \ud3d0\uc9c0\ub97c \uacf5\uc2dd\ud654\ud558\uba70 \uc778\ud50c\ub808\uc774\uc158\uac10\ucd95\ubc95(IRA) \ucd95\uc18c \uc808\ucc28\uc5d0 \ub3cc\uc785\ud55c \ub370 \uc774\uc5b4 2\uc6d41\uc77c\uc744 \uce90\ub098\ub2e4\u00b7\uba55\uc2dc\ucf54 \ub4f1\uc5d0 \uad00\uc138\ub97c \ubd80\uacfc\ud558\ub294 \uc2dc\uc810\uc73c\ub85c \uc7a1\uc558\ub2e4.<\/p>\n<p>\uadf8\ub3d9\uc548 \ubbf8\uad6d\uc744 \ubbf8\ub798 \uc8fc\ub825\uc2dc\uc7a5\uc73c\ub85c \uc0bc\uace0 \ud604\uc9c0 \uc0dd\uc0b0\ud22c\uc790\ub97c \uc9d1\uc911\ud55c \uad6d\ub0b4 \ubc30\ud130\ub9ac 3\uc0ac\ub3c4 \uc601\ud5a5\uc744 \ud53c\ud574\uac00\uae34 \uc5b4\ub824\uc6b8 \uc804\ub9dd\uc774\ub2e4. \uc804\uc784 \ubc14\uc774\ub4e0 \uc815\ubd80 \uc2dc\uc808 \uc9e7\uc9c0\ub9cc \uc218\uc775\uc131 \ubc29\uc5b4\uc5d0 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud55c IRA \ucca8\ub2e8\uc81c\uc870\uc138\uc561\uacf5\uc81c(AMPC) \ud61c\ud0dd\uc774 \uc904\uba74\uc11c \ud22c\uc790 \ubd80\ub2f4\uc774 \uc2ec\ud654\ud560 \uc218 \uc788\ub2e4. \uc5ec\uae30\uc5d0 \uce90\ub098\ub2e4, \uba55\uc2dc\ucf54 \ub4f1\uc5d0 \ubd80\uacfc\ud558\ub294 25% \uad00\uc138 \uc5ed\uc2dc \uc2dc\uc7a5 \uc704\ucd95\uc758 \ub610\ub2e4\ub978 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud560 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4.<\/p>\n<p><strong>\u25c7\uc120\ud0dd \uc544\ub2cc \ud544\uc218\uc600\ub358 &#8216;\ube44\uc911\uad6d&#8217; \ubd81\ubbf8 \ud22c\uc790<\/strong><\/p>\n<p>IRA \uc138\uc81c \ud61c\ud0dd\uc744 \uc81c\uc678\ud558\uace0 \ubd10\ub3c4 K\ubc30\ud130\ub9ac 3\uc0ac\uc758 \ubd81\ubbf8 \ud22c\uc790\ub294 \uc120\ud0dd\uc774 \uc544\ub2cc \ud544\uc218 \uc0ac\ud56d\uc774\uc5c8\ub2e4. \uae00\ub85c\ubc8c \ucd5c\ub300 \uc804\uae30\ucc28 \uc2dc\uc7a5\uc778 \uc911\uad6d\uc740 \ud604\uc9c0 \uc815\ubd80\uc758 \uc9c0\uc6d0\uc744 \ub4f1\uc5d0 \uc5c5\uc740 CATL, BYD \ub4f1 \uc790\uad6d \uc5c5\uccb4\uac00 \uc8fc\ub984\uc744 \uc7a1\uace0 \uc788\uc5c8\uace0 \uc720\ub7fd \uc804\uae30\ucc28 \uc2dc\uc7a5\uc740 2020\ub144\ub300 \ub4e4\uc5b4 \uc131\uc7a5\ud3ed\uc774 \uc810\ucc28 \ub454\ud654\ud588\ub2e4.<\/p>\n<p>\ubc18\uba74 \ubbf8\uad6d\uc744 \ud3ec\ud568\ud55c \ubd81\ubbf8\ub294 2021\ub144 \uc804\uae30\ucc28 \uc778\ub3c4\ub7c9 \uc99d\uac00\uc728 100%\ub97c \uae30\ub85d(\uc774\ud558 \uc2dc\uc7a5\uc870\uc0ac\uc5c5\uccb4 SNE\ub9ac\uc11c\uce58 \uae30\uc900)\ud558\ub294 \ub4f1 \uc911\uad6d\uc5d0 \uc774\uc5b4 \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\uc138\ub97c \uae30\ub85d\ud560 \ud575\uc2ec \uc2dc\uc7a5\uc73c\ub85c \uc8fc\ubaa9\uc744 \ubc1b\uc558\ub2e4. 2022~2023\ub144, 2\ub144 \uc5f0\uc18d 50%\uc5d0 \uc721\ubc15\ud558\ub294 \uc778\ub3c4\ub7c9 \uc99d\uac00\uc728\uc744 \ubcf4\uc600\ub2e4. \uc804\uae30\ucc28 \uce90\uc998(\uc77c\uc2dc\uc801 \uc218\uc694 \ub454\ud654\uae30)\uc73c\ub85c \uc720\ub7fd \uc2dc\uc7a5\uc5d0\uc120 \uc9c0\ub09c\ud574 11\uc6d4 \ub204\uc801 \uae30\uc900 \uc778\ub3c4\ub7c9\uc774 \uc5ed\uc131\uc7a5(-0.8%)\ud560 \ub54c\ub3c4 \ubd81\ubbf8 \uc2dc\uc7a5\uc740 10.1%\uc758 \ub450\uc790\ub9bf\uc218 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud588\ub2e4.<\/p>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-11822\" src=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/01\/20250123144531316_n.jpg\" alt=\"\" width=\"640\" height=\"552\" srcset=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/01\/20250123144531316_n.jpg 640w, https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/01\/20250123144531316_n-300x259.jpg 300w, https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/01\/20250123144531316_n-150x129.jpg 150w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/div>\n<p>\uc911\uad6d\uacfc \uc720\ub7fd\uc744 \ub300\uccb4\ud560 \uc218 \uc788\ub294 \uc131\uc7a5\uc138\uc5d0 \ub354\ud574 \ubbf8\uad6d \uc815\ubd80\uac00 IRA\uc640 \uac19\uc740 \uc804\uae30\ucc28 \uc721\uc131 \uc815\ucc45\uc744 \ud3bc\uce58\uc790 \ubc30\ud130\ub9ac \ud68c\uc0ac\ub4e4\ub3c4 \uc644\uc131\ucc28 \uc5c5\uccb4\uc640 \ud569\uc791\uc73c\ub85c \ud604\uc9c0 \uc0dd\uc0b0\uae30\uc9c0\ub97c \uad6c\ucd95\ud588\ub2e4. LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc740 \ub2e8\ub3c5 \uacf5\uc7a5 \uc678\uc5d0\ub3c4 \uc81c\ub108\ub7f4\ubaa8\ud130\uc2a4(GM), \ud63c\ub2e4 \ub4f1\uacfc \uc190\uc744 \uc7a1\uc558\ub2e4. SK\uc628 \uc5ed\uc2dc \ud3ec\ub4dc, \ud604\ub300\uc790\ub3d9\ucc28\uadf8\ub8f9\uacfc\uc758 \ud569\uc791 \uacf5\uc7a5\uc744 \uc900\ube44 \uc911\uc774\uba70 \uc0bc\uc131SDI\ub3c4 \uc2a4\ud154\ub780\ud2f0\uc2a4\uc640\uc758 \ud569\uc791\uc0ac \uac00\ub3d9\uc5d0 \ub4e4\uc5b4\uac14\ub2e4.<\/p>\n<p>\ud604\uc9c0 \uacf5\uc7a5 \uac00\ub3d9\uc5d0 \ub530\ub77c LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uacfc SK\uc628\uc740 2023\ub144\ubd80\ud130 AMPC \ud61c\ud0dd\uc744 \ubc1b\uae30 \uc2dc\uc791\ud588\uace0 \uc0bc\uc131SDI\ub294 \uc9c0\ub09c\ud574\ubd80\ud130 \ubc30\ud130\ub9ac\ud329 \uc0dd\uc0b0\ubd84\uc5d0 \ub300\ud55c AMPC\ub97c \uc2e4\uc801\uc5d0 \ubc18\uc601\ud588\ub2e4. 2023\ub144 1\ubd84\uae30\ubd80\ud130 \uc9c0\ub09c\ud574 3\ubd84\uae30\uae4c\uc9c0 \uad6d\ub0b4 \ubc30\ud130\ub9ac 3\uc0ac\uac00 \uc601\uc5c5\uc774\uc775\uc5d0 \ubc18\uc601\ud55c AMPC \uaddc\ubaa8\ub294 2\uc8707000\uc5b5\uc6d0\uc73c\ub85c \ucd94\uc0b0\ub41c\ub2e4. \uc774\uc911 LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc774 \uac00\uc7a5 \ub9ce\uc740 1\uc8707800\uc5b5\uc6d0\uc744 \uc218\ub839\ud588\uace0 \uadf8\ub2e4\uc74c\uc778 SK\uc628\uc740 8280\uc5b5\uc6d0\uc758 AMPC \ud61c\ud0dd\uc744 \ubc1b\uc558\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc5d0\uc120 \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 \uc804\uba74\uc801\uc778 IRA \ud3d0\uc9c0\uae4c\uc9c0 \uac00\uc9c4 \uc54a\uc744 \uac83\uc73c\ub85c \uc804\ub9dd\ud558\uba70 \uc9c0\uc6d0\uae08 \ucd95\uc18c\ub098 \uc2dc\uc7a5 \uc704\ucd95 \ub4f1 \ud30c\uc7a5\uc744 \uc8fc\uc2dc\ud558\uace0 \uc788\ub2e4. \uc218\uc775\uc131 \uac10\uc18c\uac00 \ubd88\uac00\ud53c\ud55c K\ubc30\ud130\ub9ac \uc5c5\uccb4 \uc5ed\uc2dc \ubd88\ud655\uc2e4\ud55c \ub300\uc678 \ud658\uacbd\uc5d0 \uac00\ub3d9\ub960 \uc870\uc815\uc774\ub098 \uc0dd\uc0b0\ub77c\uc778 \uc804\ud658 \ub4f1\uc73c\ub85c \ub300\uc751\uc744 \uc900\ube44 \uc911\uc774\ub2e4.<\/p>\n<p><strong>\u25c7\uce90\ub098\ub2e4\u00b7\uba55\uc2dc\ucf54 \uace0\uac1d\uc0ac \ud310\ub9e4 \ub454\ud654 \uac00\ub2a5\uc131<\/strong><\/p>\n<p>\ubbf8\uad6d \ud604\uc9c0 \uc815\ucc45 \uc678\uc5d0 \ub610\ub2e4\ub978 \ubcc0\uc218 \uc911 \ud558\ub098\ub294 \uad00\uc138 \uc774\uc288\ub2e4. \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc740 2\uc6d41\uc77c\uc744 \uae30\uc810\uc73c\ub85c \ubbf8\uad6d\u00b7\uba55\uc2dc\ucf54\u00b7\uce90\ub098\ub2e4\ud611\uc815(USMCA) \uad6d\uac00\uc778 \uba55\uc2dc\ucf54\uc640 \uce90\ub098\ub2e4\uc5d0 25% \uad00\uc138\ub97c \ubd80\uacfc\ud558\uaca0\ub2e4\ub294 \ubc29\uce68\uc744 \ubc1d\ud614\ub2e4. K\ubc30\ud130\ub9ac \uc5c5\uccb4 \uc911\uc5d0\uc120 LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158(\uc2a4\ud154\ub780\ud2f0\uc2a4 \ud569\uc791, \ubc30\ud130\ub9ac \uc140\u00b7\ubaa8\ub4c8), SK\uc628(\uc5d0\ucf54\ud504\ub85c\ube44\uc5e0\u00b7\ud3ec\ub4dc \ud569\uc791, \uc591\uadf9\uc7ac) \ub4f1\uc774 \uce90\ub098\ub2e4\uc5d0 \uc0dd\uc0b0\uacf5\uc7a5\uc744 \uac00\ub3d9\u00b7\uac74\uc124 \uc911\uc774\ub2e4.<\/p>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-11821\" src=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/01\/20250123145746056.png\" alt=\"\" width=\"476\" height=\"194\" srcset=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/01\/20250123145746056.png 476w, https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/01\/20250123145746056-300x122.png 300w, https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/01\/20250123145746056-150x61.png 150w\" sizes=\"auto, (max-width: 476px) 100vw, 476px\" \/><\/div>\n<p>LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uacfc \uc2a4\ud154\ub780\ud2f0\uc2a4\uc758 \ud569\uc791\ubc95\uc778 \ub125\uc2a4\ud2b8\uc2a4\ud0c0\uc5d0\ub108\uc9c0\ub294 \uc9c0\ub09c\ud574 \ub9d0 \ubaa8\ub4c8 \uc0dd\uc0b0\uc744 \uc2dc\uc791\ud588\uace0 \uc62c\ud574 \uc140 \uc0dd\uc0b0\uc5d0\ub3c4 \ub3cc\uc785\ud55c\ub2e4. SK\uc628\u00b7\uc5d0\ucf54\ud504\ub85c\ube44\uc5e0\u00b7\ud3ec\ub4dc \ub4f1 3\uc0ac\uac00 \ud569\uc791\ud55c \uc5d0\ucf54\ud504\ub85c\ucea0\uce90\ub098\ub2e4\uc758 \uc591\uc0b0 \uc2dc\uc810\uc740 2027\ub144\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4.<\/p>\n<p>\ub125\uc2a4\ud2b8\uc2a4\ud0c0\uc5d0\ub108\uc9c0\ub098 \uc5d0\ucf54\ud504\ub85c\ucea0\uce90\ub098\ub2e4 \ub4f1 \uce90\ub098\ub2e4 \ud604\uc9c0 \uacf5\uc7a5\uc758 \uc81c\ud488\uc740 \ud569\uc791 \uc0ac\uc5c5\uc790\uc758 \ub0b4\ubd80 \ubb3c\ub7c9\uc73c\ub85c \ub4e4\uc5b4\uac04\ub2e4. \ubbf8\uad6d\uc758 \uce90\ub098\ub2e4\uc0b0 \uc81c\ud488\uc5d0 \ub300\ud55c \uad00\uc138\uac00 \ud604\uc2e4\ud654\ud560 \uacbd\uc6b0 \uce90\ub098\ub2e4\uc5d0 \uc0dd\uc0b0\uacf5\uc7a5\uc744 \ub454 \uc644\uc131\ucc28 \uc5c5\uccb4\uc758 \ud310\ub9e4 \ub454\ud654\uc5d0 \ub530\ub77c \ud569\uc791\uc0ac\uc758 \uacf5\uae09\ub7c9\ub3c4 \uc904\uc5b4\ub4e4 \uc218 \uc788\ub2e4.<\/p>\n<p>\uce90\ub098\ub2e4\uc640 \ud568\uaed8 \uad00\uc138 \ubd80\uacfc \ub300\uc0c1\uad6d\uc5d0 \uc624\ub978 \uba55\uc2dc\ucf54\uc5d0\ub294 \uc544\uc9c1 K\ubc30\ud130\ub9ac \uc5c5\uccb4\uc758 \uc0dd\uc0b0\uac70\uc810\uc774 \uc5c6\ub2e4. \ub2e4\ub9cc \ud3ec\ub4dc, GM, \uc2a4\ud154\ub780\ud2f0\uc2a4 \ub4f1 \uad6d\ub0b4 \ubc30\ud130\ub9ac \ud68c\uc0ac\uc758 \uc8fc\uc694 \uace0\uac1d\uc0ac\ub4e4\uc774 \uba55\uc2dc\ucf54 \uacf5\uc7a5\uc744 \uc6b4\uc601\ud558\uba70 \ubbf8\uad6d\uc73c\ub85c \uc218\ucd9c\ud558\uba70 IRA \uc138\uc561\uacf5\uc81c \ud61c\ud0dd\uc744 \ubc1b\uace0 \uc788\ub2e4. 25% \uad00\uc138 \ubd80\uacfc\ub85c \uc778\ud55c \ubc30\ud130\ub9ac \uacf5\uae09\uc0ac\uc758 \uc8fc\ubb38\ub7c9 \uc704\ucd95\ub3c4 \ubc30\uc81c\ud560 \uc218 \uc5c6\ub2e4.<\/p>\n<p>\/ \uae40\ub3d9\ud604 \ub354\ubca8 \uae30\uc790<\/p>\n","protected":false},"excerpt":{"rendered":"<p>|\u2464K\ubc30\ud130\ub9ac \ud575\uc2ec\uc2dc\uc7a5 \uc8fc\ubaa9, AMPC \ud6a8\uacfc\ub3c4\u2026\uce90\ub098\ub2e4\u00b7\uba55\uc2dc\ucf54\uc0b0 \uad00\uc138 \uac00\ub2a5\uc131 \ubbf8\uad6d \uc804\uae30\ucc28 \uc2dc\uc7a5 \uce68\uccb4\uc5d0 \ub300\ud55c \uad6d\ub0b4 \ubc30\ud130\ub9ac \uc5c5\uacc4\uc758 \uc6b0\ub824\uac00 \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4. \uc774 \uac00\uc6b4\ub370 \ubbf8\uad6d\uc758 \uc8fc\ubcc0\uad6d \uad00\uc138 \uac00\ub2a5\uc131\ub3c4 \ub098\uc624\uba70 K\ubc30\ud130\ub9ac\uc0ac\uc640 \uc2dc\uc7a5\uc740 \ud604\uc2e4\ud654 \uac00\ub2a5\uc131\uc5d0 \uc8fc\ubaa9\ud558\uace0 \uc788\ub2e4. \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc740 \ucde8\uc784 \uccab\ub0a0 \uc804\uae30\ucc28 \uc758\ubb34\ud654 \ud3d0\uc9c0\ub97c \uacf5\uc2dd\ud654\ud558\uba70 \uc778\ud50c\ub808\uc774\uc158\uac10\ucd95\ubc95(IRA) \ucd95\uc18c \uc808\ucc28\uc5d0 \ub3cc\uc785\ud55c \ub370 \uc774\uc5b4 2\uc6d41\uc77c\uc744 \uce90\ub098\ub2e4\u00b7\uba55\uc2dc\ucf54 \ub4f1\uc5d0 \uad00\uc138\ub97c \ubd80\uacfc\ud558\ub294 \uc2dc\uc810\uc73c\ub85c \uc7a1\uc558\ub2e4. \uadf8\ub3d9\uc548 \ubbf8\uad6d\uc744 \ubbf8\ub798 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