{"id":12785,"date":"2025-02-04T08:24:46","date_gmt":"2025-02-03T23:24:46","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=12785"},"modified":"2025-02-04T12:08:45","modified_gmt":"2025-02-04T03:08:45","slug":"lg%ed%99%94%ed%95%99-capex-%eb%98%90-%eb%82%ae%ec%b6%98%eb%8b%a4-%ec%96%91%ea%b7%b9%ec%9e%ac-%ec%ba%90%ed%8c%8c-%ec%a1%b0%ec%a0%95","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=12785","title":{"rendered":"LG\ud654\ud559, ‘CAPEX’ \ub610 \ub0ae\ucd98\ub2e4…\uc591\uadf9\uc7ac \uce90\ud30c \uc870\uc815"},"content":{"rendered":"

|2026\ub144 28\ub9cc\ud1a4\u219220\ub9cc\ud1a4\u219217\ub9cc\ud1a4\uc73c\ub85c\u2026\ubd84\ub9ac\ub9c9 JV \uc99d\uc124 \ud22c\uc790\ub3c4 ‘\uc6d0\uc810 \uc7ac\uac80\ud1a0’<\/h3>\n

LG\ud654\ud559\uc774 \uae00\ub85c\ubc8c \uc804\uae30\ucc28 \uc218\uc694 \ub454\ud654\uc5d0 \uc591\uadf9\uc7ac \uc0dd\uc0b0\ub2a5\ub825 \ud655\ucda9 \ubaa9\ud45c\uce58\ub97c \ud55c \ucc28\ub840 \ub354 \ub0ae\ucdc4\ub2e4. \uc77c\ubcf8 \ub3c4\ub808\uc774\uc640 \ud5dd\uac00\ub9ac\uc5d0 \ubc30\ud130\ub9ac\uc6a9 \ubd84\ub9ac\ub9c9 \ud569\uc791\ubc95\uc778(JV)\uc744 \uc9c0\uc73c\ub824\ub294 \uacc4\ud68d\ub3c4 \uc6d0\uc810\uc5d0\uc11c \uc7ac\uac80\ud1a0\ud55c\ub2e4. \uc774\uc804\uc5d0 \uc81c\uc2dc\ud55c 4\uc870\uc6d0\ub300\uc758 \uc790\ubcf8\uc801\uc9c0\ucd9c(CAPEX)\uc740 \uc62c\ud574 2\uc870\uc6d0\ub300\ub85c \uc904\uc5b4\ub4e0\ub2e4.<\/p>\n

LG\ud654\ud559\uc740 3\uc77c 2024\ub144 4\ubd84\uae30 \ubc0f \uc5f0\uac04 \uc2e4\uc801\ubc1c\ud45c \ucee8\ud37c\ub7f0\uc2a4\ucf5c\uc5d0\uc11c 2026\ub144 \uc591\uadf9\uc7ac \uc0dd\uc0b0\ub2a5\ub825 \ubaa9\ud45c\uce58\ub97c 20\ub9cc\ud1a4\uc5d0\uc11c 17\ub9cc\ud1a4\uc73c\ub85c \uc904\uc778\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc774\uc5d0 \ub530\ub77c 2025\ub144 \ubaa9\ud45c\uce58\ub294 17\ub9cc\ud1a4\uc5d0\uc11c 15\ub9cc\ud1a4\uc73c\ub85c \ub2e8\uacc4\uc801\uc73c\ub85c \ub0ae\uc544\uc9c4\ub2e4.<\/p>\n

LG\ud654\ud559\uc774 2026\ub144 \uc591\uadf9\uc7ac \uc0dd\uc0b0\ub2a5\ub825 \uac00\uc774\ub358\uc2a4\ub97c \ud558\ud5a5 \uc870\uc815\ud55c \uac74 \uc774\ubc88\uc774 \ub450 \ubc88\uc9f8\ub2e4. LG\ud654\ud559\uc740 \ub2f9\ucd08 28\ub9cc\ud1a4\uc744 \uc81c\uc2dc\ud588\ub2e4. \uc591\uadf9\uc7ac \uacf5\uae09 \ub300\uc0c1\uc778 \ubc30\ud130\ub9ac \uc790\ud68c\uc0ac LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc774 2025\ub144\uc5d0 \ubbf8\uad6d\uc5d0\uc11c \uc2e0\uaddc \uac00\ub3d9\ud560 \ubc30\ud130\ub9ac \uacf5\uc7a5\uc774 \ucd1d 8\uac1c(\ub2e8\ub3c5 2\uac1c\u00b7\ud569\uc791 6\uac1c)\uc5d0 \ub2ec\ud558\ub294 \uc810\uc744 \uace0\ub824\ud55c \uc218\uce58\uc600\ub2e4.<\/p>\n

\uadf8\ub7ec\ub098 2024\ub144 \ub4e4\uc5b4 \uc804\uae30\ucc28 \uc218\uc694\uac00 \uc608\ub144\ubcf4\ub2e4 \uc904\uc5b4\ub4e4\uc790 \uac19\uc740 \ud574 7\uc6d4 \uc591\uadf9\uc7ac \uc0dd\uc0b0\ub2a5\ub825 \ubaa9\ud45c\uce58\ub97c 20\ub9cc\ud1a4\uc73c\ub85c \ub0ae\ucdc4\ub2e4. \uad6d\ub0b4\uc640 \ubaa8\ub85c\ucf54\uc5d0\uc11c \uc591\uadf9\uc7ac \uc124\ube44\ub97c \uc99d\uc124\ud558\ub824\ub358 \uacc4\ud68d\uc744 \uc21c\uc5f0\ud588\ub2e4. LG\ud654\ud559\uc774 \ud22c\uc790 \uc18d\ub3c4\ub97c \uc870\uc808\ud55c \uac74 \ub2f9\uc2dc \ucc98\uc74c\uc774\uc5c8\ub2e4.<\/p>\n

\"\"<\/div>\n

\uc62c\ud574 \ud2b8\ub7fc\ud504 2\uae30 \ud589\uc815\ubd80\uac00 \uc804\uae30\ucc28 \uc758\ubb34\ud654 \uc815\ucc45 \ucca0\ud68c\ub97c \ucd94\uc9c4\ud558\uba74\uc11c \uc804\uae30\ucc28 \uc218\uc694 \ud68c\ubcf5\uc774 \ub354\ub51c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uc790 LG\ud654\ud559\uc740 \ucd94\uac00\ub85c \uc591\uadf9\uc7ac \uc124\ube44 \ud22c\uc790 \uc18d\ub3c4\ub97c \uc870\uc808\ud55c \uac83\uc73c\ub85c \ubd84\uc11d\ub41c\ub2e4.<\/p>\n

\ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc740 \uc9c0\ub09c\ub2ec 20\uc77c(\ud604\uc9c0\uc2dc\uac04) \ucde8\uc784\uacfc \ub3d9\uc2dc\uc5d0 \ubbf8 \uc778\ud50c\ub808\uc774\uc158\uac10\ucd95\ubc95(IRA)\uc0c1\uc5d0 \ub530\ub77c \ucc45\uc815\ub41c \uc790\uae08 \uc9d1\ud589 \uc911\ub2e8\uc744 \ub2f4\uc740 \ud589\uc815\uba85\ub839(\uc81c7\uc870 \uadf8\ub9b0 \ub274\ub51c\uc758 \uc885\ub8cc)\uc5d0 \uc11c\uba85\ud588\ub2e4. \uc5ec\uae30\uc11c \uc5b8\uae09\ub41c ‘\uc790\uae08 \uc9d1\ud589’\uc5d0 \ub300\ud574\uc120 \ud574\uc11d\uc5d0 \uc5ec\uc9c0\uac00 \uc788\uc73c\ub098 \ubcf4\uc870\uae08\uacfc \ub300\ucd9c, \uacc4\uc57d \ub4f1\uc758 \ub2e4\uc591\ud55c \ubc29\uc2dd\uc774 \uac80\ud1a0\ub420 \uc218 \uc788\ub2e4\uace0 \ud22c\uc790 \uc5c5\uacc4\ub294 \ubcf4\uace0 \uc788\ub2e4.<\/p>\n

LG\ud654\ud559\uc740 “\uc62c\ud574 1\ubd84\uae30 \uc591\uadf9\uc7ac \ucd9c\ud558\ub7c9\uc740 OEM \uc5c5\uccb4\ub4e4\uc758 \ubcf4\uc218\uc801 \uad00\ub9dd\uc138\uc640 \uc7ac\uace0\uc870\uc815\uc73c\ub85c \uc804\ubd84\uae30 \ub300\ube44 10% \uac10\uc18c\uac00 \uc608\uc0c1\ub41c\ub2e4”\uba70 “\uc5f0\uac04\uc73c\ub85c\ub3c4 \ud070 \ud3ed\uc758 \uc131\uc7a5\uc740 \uc5b4\ub824\uc6b8 \uac83”\uc774\ub77c\uace0 \uc124\uba85\ud588\ub2e4.<\/p>\n

\ub2e4\ub9cc \ubbf8\uad6d \ud14c\ub124\uc2dc\uc8fc \ud074\ub77d\uc2a4\ube4c\uc5d0\uc11c \uc9c4\ud589 \uc911\uc778 \uc591\uadf9\uc7ac \uc124\ube44 \ud22c\uc790\ub294 \uc608\uc815\ub300\ub85c \uc9c4\ud589\ud55c\ub2e4. \ubbf8\uad6d \uad00\uc138 \ub9ac\uc2a4\ud06c\uc5d0 \uc720\uc5f0\ud558\uac8c \ub300\uc751\ud560 \uc218 \uc788\ub294 \uc0dd\uc0b0\uae30\uc9c0\ub77c \uc18d\ub3c4\uc870\uc808 \ub300\uc0c1\uc5d0\uc11c \uc81c\uc678\ub410\ub2e4. \uc774\ub294 LG\ud654\ud559\uc774 2023\ub144 12\uc6d4 \ucc29\uacf5\ud55c \uacf5\uc7a5\uc73c\ub85c 2026\ub144 \ud558\ubc18\uae30\uc5d0 \uc0c1\uc5c5\uac00\ub3d9(\uc5f0\uc0b0 1\ub9cc\ud1a4) \uc608\uc815\uc774\ub2e4. LG\ud654\ud559\uc740 \uc0dd\uc0b0\ub77c\uc778\uc744 \uc21c\ucc28\uc801\uc73c\ub85c \ub298\ub824 \uc5f0\uc0b0 12\ub9cc\ud1a4\uae4c\uc9c0 \ud655\ub300\ud55c\ub2e4\ub294 \ubc29\uce68\uc774\ub2e4.<\/p>\n

LG\ud654\ud559\uc740 \uc77c\ubcf8 \ub3c4\ub808\uc774\uc640 \ud569\uc791\ubc95\uc778(JV) \ud615\ud0dc\ub85c \uacf5\uc7a5\uc744 \uc6b4\uc601 \uc911\uc778 \ubd84\ub9ac\ub9c9 \uc0ac\uc5c5\ub3c4 \ud22c\uc790\ub97c \uc904\uc774\uaca0\ub2e4\uace0 \uac15\uc870\ud588\ub2e4. LG\ud654\ud559\uc740 2022\ub144 \ub3c4\ub808\uc774\uc640 \ud5dd\uac00\ub9ac\uc5d0 \ubd84\ub9ac\ub9c9 JV\ub97c \uc124\ub9bd\ud574 \uc791\ub144\ubd80\ud130 \uc591\uc0b0\ud558\uace0 \uc788\ub2e4. \ud5dd\uac00\ub9ac \ubd84\ub9ac\ub9c9 \uacf5\uc7a5\uc758 \uc0dd\uc0b0\ub2a5\ub825\uc740 \uc5f0 7\uc5b5\u33a1\uc774\ub2e4. \uc591\uc0ac\ub294 2028\ub144\uae4c\uc9c0 1\uc870\uc6d0\uc744 \ud22c\uc790\ud574 \uc5f0 8\uc5b5\u33a1 \uaddc\ubaa8\uc758 \ubd84\ub9ac\ub9c9 \uc124\ube44\ub97c \uc99d\uc124\ud560 \uacc4\ud68d\uc774\uc5c8\uc73c\ub098 \ubc30\ud130\ub9ac \uc218\uc694 \ub454\ud654\uc640 \uc911\uad6d \ubd84\ub9ac\ub9c9 \uacbd\uc7c1\uc0ac \ub3d9\ud5a5 \ub4f1\uc744 \uace0\ub824\ud574 \uacc4\ud68d\uc744 \uc6d0\uc810\uc5d0\uc11c \uc7ac\uac80\ud1a0\ud558\uae30\ub85c \ud588\ub2e4. \uc0ac\uc2e4\uc0c1 \ubb34\uae30\ud55c \uc5f0\uae30\ub2e4.<\/p>\n

\ud22c\uc790 \ub178\uc120 \ubcc0\uacbd\uc73c\ub85c CAPEX\ub3c4 \uc608\ub144\uacfc \ube44\uc2b7\ud55c \uc218\uc900\uc744 \ubcf4\uc77c \uc804\ub9dd\uc774\ub2e4. LG\ud654\ud559\uc774 \uc62c\ud574 \uc81c\uc2dc\ud55c CAPEX \uac00\uc774\ub358\uc2a4\ub294 \uc57d 2\uc870\uc6d0\ub300 \ud6c4\ubc18\uc774\ub2e4. \uc791\ub144\uc5d0\ub294 2\uc8703000\uc5b5\uc6d0\uc744 \uc37c\ub2e4. LG\ud654\ud559\uc740 \uc9c0\ub09c\ud574 \ucd08\ub9cc \ud574\ub3c4 \uc5f0\uac04 4\uc870\uc6d0\uc744 \ud22c\uc790\ud558\uaca0\ub2e4\uace0 \ubc1d\ud614\uc9c0\ub9cc \uc218\uc694\uc640 \uc131\uc7a5\uc131\uc774 \ub2f4\ubcf4\ub418\ub294 \uc0ac\uc5c5\uc5d0 \uc2e0\uc911\ud788 \uc790\uc6d0\uc744 \ud22c\uc785\ud558\uba74\uc11c \uacc4\ud68d\ubcf4\ub2e4 \ud070 \ud3ed\uc73c\ub85c CAPEX\uac00 \uc904\uc5c8\ub2e4.<\/p>\n

LG\ud654\ud559\uc740 “\uc62c\ud574 \uce90\uc2dc\ud50c\ub85c \uc801\uc790\uac00 \uc608\uc0c1\ub418\ub098 \ud22c\uc790 \uc6b0\uc120\uc21c\uc704\ub97c \uc815\uad50\ud654\ud574 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 \uc778\uc564\uc544\uc6c3 \uc791\uc5c5 \ucd94\uc9c4, \uc790\uc0b0 \ud6a8\uc728\ud654 \ub4f1\uc73c\ub85c \uce90\uc2dc\ud50c\ub85c \ud751\uc790 \uae30\uc870\ub97c \uc774\uc5b4\uac08 \uc218 \uc788\ub3c4\ub85d \ucd5c\ub300\ud55c \ub178\ub825\ud560 \uc608\uc815”\uc774\ub77c\uace0 \uac15\uc870\ud588\ub2e4.<\/p>\n

\/ \uc815\uba85\uc12d \ub354\ubca8 \uae30\uc790<\/p>\n","protected":false},"excerpt":{"rendered":"

|2026\ub144 28\ub9cc\ud1a4\u219220\ub9cc\ud1a4\u219217\ub9cc\ud1a4\uc73c\ub85c\u2026\ubd84\ub9ac\ub9c9 JV \uc99d\uc124 \ud22c\uc790\ub3c4 ‘\uc6d0\uc810 \uc7ac\uac80\ud1a0’ LG\ud654\ud559\uc774 \uae00\ub85c\ubc8c \uc804\uae30\ucc28 \uc218\uc694 \ub454\ud654\uc5d0 \uc591\uadf9\uc7ac \uc0dd\uc0b0\ub2a5\ub825 \ud655\ucda9 \ubaa9\ud45c\uce58\ub97c \ud55c \ucc28\ub840 \ub354 \ub0ae\ucdc4\ub2e4. \uc77c\ubcf8 \ub3c4\ub808\uc774\uc640 \ud5dd\uac00\ub9ac\uc5d0 \ubc30\ud130\ub9ac\uc6a9 \ubd84\ub9ac\ub9c9 \ud569\uc791\ubc95\uc778(JV)\uc744 \uc9c0\uc73c\ub824\ub294 \uacc4\ud68d\ub3c4 \uc6d0\uc810\uc5d0\uc11c \uc7ac\uac80\ud1a0\ud55c\ub2e4. \uc774\uc804\uc5d0 \uc81c\uc2dc\ud55c 4\uc870\uc6d0\ub300\uc758 \uc790\ubcf8\uc801\uc9c0\ucd9c(CAPEX)\uc740 \uc62c\ud574 2\uc870\uc6d0\ub300\ub85c \uc904\uc5b4\ub4e0\ub2e4. LG\ud654\ud559\uc740 3\uc77c 2024\ub144 4\ubd84\uae30 \ubc0f \uc5f0\uac04 \uc2e4\uc801\ubc1c\ud45c \ucee8\ud37c\ub7f0\uc2a4\ucf5c\uc5d0\uc11c 2026\ub144 \uc591\uadf9\uc7ac \uc0dd\uc0b0\ub2a5\ub825 \ubaa9\ud45c\uce58\ub97c 20\ub9cc\ud1a4\uc5d0\uc11c 17\ub9cc\ud1a4\uc73c\ub85c \uc904\uc778\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc774\uc5d0 \ub530\ub77c […]<\/p>\n","protected":false},"author":44,"featured_media":12786,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,922,611],"tags":[945,145,2212,1102,2211,2213],"class_list":{"0":"post-12785","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-sanction","8":"category-thebell","9":"category-korea","10":"tag-lg","11":"tag-145","12":"tag-2212","13":"tag-1102","14":"tag-2211","15":"tag-2213"},"yoast_head":"\nLG\ud654\ud559, 'CAPEX' \ub610 \ub0ae\ucd98\ub2e4...\uc591\uadf9\uc7ac \uce90\ud30c \uc870\uc815 SanctionLab<\/title>\n<meta name=\"description\" content=\"LG\ud654\ud559\uc774 \uae00\ub85c\ubc8c \uc804\uae30\ucc28 \uc218\uc694 \ub454\ud654\uc5d0 \uc591\uadf9\uc7ac \uc0dd\uc0b0\ub2a5\ub825 \ud655\ucda9 \ubaa9\ud45c\uce58\ub97c \ud55c \ucc28\ub840 \ub354 \ub0ae\ucdc4\ub2e4. \uc77c\ubcf8 \ub3c4\ub808\uc774\uc640 \ud5dd\uac00\ub9ac\uc5d0 \ubc30\ud130\ub9ac\uc6a9 \ubd84\ub9ac\ub9c9 \ud569\uc791\ubc95\uc778(JV)\uc744 \uc9c0\uc73c\ub824\ub294 \uacc4\ud68d\ub3c4 \uc6d0\uc810\uc5d0\uc11c \uc7ac\uac80\ud1a0\ud55c\ub2e4. \uc774\uc804\uc5d0 \uc81c\uc2dc\ud55c 4\uc870\uc6d0\ub300\uc758 \uc790\ubcf8\uc801\uc9c0\ucd9c(CAPEX)\uc740...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sanctionlab.com\/?p=12785\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"LG\ud654\ud559, 'CAPEX' 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content=\"2025-02-04T03:08:45+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/02\/20250203234448136_n.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"640\" \/>\n\t<meta property=\"og:image:height\" content=\"474\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"the bell\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\uae00\uc4f4\uc774\" \/>\n\t<meta name=\"twitter:data1\" content=\"the bell\" \/>\n\t<meta name=\"twitter:label2\" content=\"\uc608\uc0c1 \ub418\ub294 \ud310\ub3c5 \uc2dc\uac04\" \/>\n\t<meta name=\"twitter:data2\" content=\"3\ubd84\" \/>\n<script type=\"application\/ld+json\" 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