{"id":30092,"date":"2025-06-12T09:59:32","date_gmt":"2025-06-12T00:59:32","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=30092"},"modified":"2025-06-13T10:01:06","modified_gmt":"2025-06-13T01:01:06","slug":"%ed%92%8d%eb%a0%a5-%eb%b6%80%ed%92%88-%ec%94%a8%ec%97%90%ec%8a%a4%eb%b2%a0%ec%96%b4%eb%a7%81-%ea%b5%ad%eb%82%b4%ec%99%b8-%ec%b9%9c%ed%99%98%ea%b2%bd-%ec%a0%95%ec%b1%85-%ea%b2%b9%ed%98%b8","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=30092","title":{"rendered":"‘\ud48d\ub825 \ubd80\ud488’ \uc528\uc5d0\uc2a4\ubca0\uc5b4\ub9c1, \uad6d\ub0b4\uc678 \uce5c\ud658\uacbd \uc815\ucc45 ‘\uacb9\ud638\uc7ac’"},"content":{"rendered":"

|6\uc870 \uaddc\ubaa8 \ud504\ub85c\uc81d\ud2b8, Vestas \uc81c\ud488 \uc778\uc99d ‘\uc8fc\ubaa9’<\/h3>\n

\u25c7How It Is Now<\/strong><\/p>\n

\uc528\uc5d0\uc2a4\ubca0\uc5b4\ub9c1\uc758 \uc8fc\uac00\uac00 4\uc6d4\ubd80\ud130 \ud070 \uc0c1\uc2b9\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. 11\uc77c \uc18c\ud3ed \ubc18\ub4f1\uc744 \uc2dc\uc791\uc73c\ub85c \uc0c1\uc2b9\uc138\ub97c \ud0c0\ub354\ub2c8 \uc9c0\ub09c\ub2ec 21\uc77c\uc5d0\ub294 9260\uc6d0\uc744 \ucc0d\uae30\ub3c4 \ud588\uc2b5\ub2c8\ub2e4. \uc62c\ud574 \uc800\uc810(4270\uc6d0) \ub300\ube44 116% \uc99d\uac00\ud55c \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n

\uad6d\ub0b4\uc678 \uce5c\ud658\uacbd \uc5d0\ub108\uc9c0 \uc815\ucc45\uc5d0 \ub300\ud55c \uae30\ub300\uac10\uc774 \uc8fc\uac00 \uc0c1\uc2b9\uc744 \uacac\uc778\ud588\ub2e4\ub294 \ubd84\uc11d\uc785\ub2c8\ub2e4. \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\uc758 \uc5e0\ud30c\uc774\uc5b4 \uc708\ub4dc(\ub274\uc695 \ud574\uc0c1\ud48d\ub825) \ud504\ub85c\uc81d\ud2b8 \uc7ac\uac1c \uacb0\uc815\uacfc \ud55c\uad6d \uc2e0\uc815\ubd80\uc758 \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \ud655\ub300 \uae30\uc870\uac00 \ub9de\ubb3c\ub9ac\uba70 \uc528\uc5d0\uc2a4\ubca0\uc5b4\ub9c1\uc5d0 \ub300\ud55c \uad00\uc2ec\uc774 \ub192\uc544\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\ud2b9\ud788 \uc5e0\ud30c\uc774\uc5b4 \uc708\ub4dc \ud504\ub85c\uc81d\ud2b8\ub294 \ubbf8\uad6d \ub274\uc695\uc5d0\uc11c 800MW\uae09 \ud574\uc0c1\ud48d\ub825\uc744 \uacf5\uae09\ud558\ub294 \ub300\ud615 \uc0ac\uc5c5\uc785\ub2c8\ub2e4. 1\ub2e8\uacc4 \uad00\ub828 \uc608\uc0b0\uc561\ub9cc 50\uc5b5 \ub2ec\ub7ec(\ud55c\ud654 \uc57d 6\uc870\uc6d0)\uc5d0 \ub2ec\ud558\uc8e0. \ub54c\ubb38\uc5d0 \uc528\uc5d0\uc2a4\ubca0\uc5b4\ub9c1\uc744 \ube44\ub86f\ud55c \ud48d\ub825 \ud575\uc2ec \ubd80\ud488 \uacf5\uae09 \uae30\uc5c5\ub4e4\uc758 \uc218\ud61c \uae30\ub300\uac10\ub3c4 \ucee4\uc84c\uc2b5\ub2c8\ub2e4. \uc528\uc5d0\uc2a4\ubca0\uc5b4\ub9c1\uc740 \ud574\ub2f9 \ud504\ub85c\uc81d\ud2b8\uc758 \uc8fc\ub825 \ud130\ube48 \uacf5\uae09\uc0ac\uc778 GE\uc758 \ud611\ub825\uc0ac\uc785\ub2c8\ub2e4.<\/p>\n

\"\"
\uc790\ub8cc=\ub124\uc774\ubc84\uc99d\uad8c<\/figcaption><\/figure>\n

\uc2dc\uc7a5\uc758 \uad00\uc2ec\ub3c4 \ube44\uad50\uc801 \uace0\uc870\ub41c \ubd84\uc704\uae30\uc785\ub2c8\ub2e4. \ub2e8\uc77c \uac70\ub798\ub7c9 \uae30\uc900 \ubcf4\ud1b5 \uc218\uc2ed\ub9cc\uc8fc\uc758 \uc8fc\uc2dd\uc774 \uac70\ub798\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\ub09c\ub2ec 21\uc77c\uc5d0\ub294 529\ub9cc\uc5ec\uc8fc\uac00 \uc0ac\uace0 \ud314\ub838\ub124\uc694. 4\uc6d4 \ucd08 10\ub9cc\uc8fc \ubbf8\ub9cc\uc758 \uc8fc\uc2dd\uc774 \uac70\ub798\ub410\ub358 \uc810\uc744 \uac10\uc548\ud558\uba74 \uac70\ub798\ub7c9\uc774 \ubd80\uca4d \ub298\uc5b4\ub09c \ubaa8\uc2b5\uc785\ub2c8\ub2e4.<\/p>\n

\u25c7Industry & Event<\/strong><\/p>\n

\uc528\uc5d0\uc2a4\ubca0\uc5b4\ub9c1\uc740 2007\ub144 ‘\uc0bc\ud604\uc5d4\uc9c0\ub2c8\uc5b4\ub9c1’\uc774\ub780 \uc0ac\uba85\uc73c\ub85c \ucd9c\ubc1c\ud588\uc2b5\ub2c8\ub2e4. \ucd5c\ub300\uc8fc\uc8fc\uac00 \ubc14\ub010 \uc2dc\uc810\uc740 2018\ub144\uc785\ub2c8\ub2e4. \uc720\uac00\uc99d\uad8c \uc0c1\uc7a5\uc0ac\uc778 \uc528\uc5d0\uc2a4\uc708\ub4dc\uc758 \uad00\uacc4\uc0ac\ub85c \ud3b8\uc785\ub418\uba74\uc11c \uc9c0\uae08\uc758 \uc774\ub984\uc73c\ub85c \uac04\ud310\uc744 \uad50\uccb4\ud588\uc8e0. \uc774\ud6c4 \uc528\uc5d0\uc2a4\ubca0\uc5b4\ub9c1\uc740 2019\ub144 \ubca0\ud2b8\ub0a8 \ud604\uc9c0 \ubc95\uc778\uc744 \uc124\ub9bd\ud588\uace0 \uac19\uc740 \ud574 \ucf54\uc2a4\ub2e5\uc5d0 \uc0c1\uc7a5\ub410\uc2b5\ub2c8\ub2e4. \uc9c0\uae08\uc740 \ud55c\uad6d\uc5d0\uc11c \uc0dd\uc0b0\uc744 \uc911\ub2e8\ud558\uace0 \ubca0\ud2b8\ub0a8 \ubc95\uc778\uc744 \ud1b5\ud574\uc11c\ub9cc \uc81c\ud488\uc744 \uc0dd\uc0b0\ud558\uace0 \uc788\uc8e0.<\/p>\n

\ud48d\ub825 \ubc1c\uc804\uae30 \ubca0\uc5b4\ub9c1\uc744 \uc81c\uc870\u00b7\ud310\ub9e4\ud574 \uc218\uc775\uc744 \uc62c\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub450 \uc885\ub958\uc758 \ubca0\uc5b4\ub9c1\uc744 \uc0dd\uc0b0\ud558\ub294\ub370\uc694. \ud48d\ub825\ubc1c\uc804\uae30\uc758 \ube14\ub808\uc774\ub4dc\uc640 \ub85c\ud130\ub97c \uc5f0\uacb0\u00b7\uc9c0\uc9c0\ud558\ub294 ‘\ud53c\uce58 \ubca0\uc5b4\ub9c1’\uacfc \uc218\ud3c9\ucd95 \ud48d\ub825 \ubc1c\uc804\uae30\uc758 ‘\uc694 \ubca0\uc5b4\ub9c1’\uc785\ub2c8\ub2e4. \ubaa8\ub450 \ubc1c\uc804\uae30\uc758 \ud575\uc2ec \ubd80\ud488\uc73c\ub85c \ub192\uc740 \uace0\uc815\ubc00 \uac00\uacf5\uacfc \ub0b4\uad6c\uc131\uc774 \uc694\uad6c\ub429\ub2c8\ub2e4.<\/p>\n

\uc528\uc5d0\uc2a4\ubca0\uc5b4\ub9c1\uc758 \uc81c\ud488\uc740 GE Vernova, Vestas \ub4f1 \uae00\ub85c\ubc8c \uba54\uc774\uc800 \uae30\uc5c5\ub4e4\ub85c\ubd80\ud130 \uae30\uc220\ub825\uc744 \uc778\uc815\ubc1b\uc558\uace0 \uc7a5\uae30 \uacf5\uae09 \uacc4\uc57d\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Vestas\ub294 \uad6d\ub0b4 \ud48d\ub825 \uc2dc\uc7a5\uc5d0\uc11c\ub3c4 \ub192\uc740 \uc810\uc720\uc728\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc8e0. \uad6d\ub0b4 \uc218\uc694 \ud655\ub300 \uc2dc \uc528\uc5d0\uc2a4\ubca0\uc5b4\ub9c1\uc758 \uc218\ud61c \uac00\ub2a5\uc131\uc744 \ub192\uc774\ub294 \uc694\uc18c\uc785\ub2c8\ub2e4.<\/p>\n

\uc9c0\ub09c 1\ubd84\uae30\uc5d0\ub294 \uc2e4\uc801 \uac1c\uc120\uc5d0 \uc131\uacf5\ud588\uc2b5\ub2c8\ub2e4. \uc5f0\uacb0\uae30\uc900 \ub9e4\ucd9c\uc561\uc740 283\uc5b5\uc6d0\uc73c\ub85c \uc9d1\uacc4\ub410\uc2b5\ub2c8\ub2e4. \uc804\ub144 \ub3d9\uae30(156\uc5b5\uc6d0) \ub300\ube44 82% \uc99d\uac00\ud55c \uc218\uce58\uc8e0. \uc601\uc5c5\uc774\uc775 \uc5ed\uc2dc -21\uc5b5\uc6d0\uc5d0\uc11c 12\uc5b5\uc6d0\uc73c\ub85c \ud134\uc5b4\ub77c\uc6b4\ub4dc \ud588\ub124\uc694. \uc8fc\uc694 \uc81c\ud488\uc758 \ud310\ub9e4\ub7c9\uc774 \ubaa8\ub450 \ub298\uc5b4\ub09c \uacb0\uacfc\uc785\ub2c8\ub2e4.<\/p>\n

\u25c7Market View<\/strong><\/p>\n

\uc9c0\ub09c\ud574\ubd80\ud130 \uc62c\ud574 \uc0ac\uc774 \uad6d\ub0b4 \uc99d\uad8c\uc0ac\uc5d0\uc11c \ubc1c\ud589\ub41c \uc528\uc5d0\uc2a4\ubca0\uc5b4\ub9c1\uc5d0 \ub300\ud55c \ubcf4\uace0\uc11c\ub294 6\uac74 \uc815\ub3c4\uc785\ub2c8\ub2e4. \uc774\uc911 1\uac74\uc740 \uc0bc\uc131\uc99d\uad8c\uc5d0\uc11c \uc9c0\ub09c 2\uc6d4 \ub098\uc628 \ubcf4\uace0\uc11c\ub85c \ud5c8\uc7ac\uc900 \uc5f0\uad6c\uc6d0\uc774 “\uacac\uace0\ud55c \ubbf8\uad6d \uc721\uc0c1\ud48d\ub825 \uc2dc\uc7a5”\uc774\ub77c\ub294 \uc774\ub984\uc73c\ub85c \uc791\uc131\ud588\uc8e0.<\/p>\n

\ud5c8 \uc5f0\uad6c\uc6d0\uc740 \uc528\uc5d0\uc2a4\ubca0\uc5b4\ub9c1\uc758 \uae30 \uc218\uc8fc\uc794\uace0\uc5d0 \uc8fc\ubaa9\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub294 “\uc774\ubbf8 \ud655\ubcf4\ud55c \uc218\uc8fc\ub9cc\uc73c\ub85c\ub3c4 \ub2f9\ubd84\uac04 \ub192\uc740 \uac00\ub3d9\ub960 \uc720\uc9c0\uac00 \uac00\ub2a5\ud558\ub2e4”\uba70 “2025\ub144\uc5d0\ub294 GE Vernova\ud5a5 \uc218\uc8fc\ub97c \ud1b5\ud574\uc11c\ub9cc \ub9e4\ucd9c\uc774 10% \uc774\uc0c1 \ub298\uc5b4\ub0a0 \uc804\ub9dd”\uc774\ub77c\uace0 \ubd84\uc11d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\ub2e4\ub9cc \ubaa9\ud45c \uc8fc\uac00\ub294 8500\uc6d0\uc73c\ub85c \uae30\uc874 \uc81c\uc2dc\uac00(9200\uc6d0) \ub300\ube44 7.6% \ud558\ud5a5 \uc870\uc815\ud588\uc2b5\ub2c8\ub2e4. Vestas\ud5a5 \uc81c\ud488 \uc778\uc99d\uc774 \uc9c0\uc5f0\ub3fc \ucee8\uc13c\uc11c\uc2a4\uac00 \ub0ae\uc544\uc9c4 \uc601\ud5a5\uc785\ub2c8\ub2e4.<\/p>\n

\u25c7Keyman & Comment<\/strong><\/p>\n

\uc528\uc5d0\uc2a4\ubca0\uc5b4\ub9c1\uc758 \ud0a4\ub9e8\uc740 \uae40\uc131\uad8c \uc528\uc5d0\uc2a4\uc708\ub4dc \ud68c\uc7a5\uc785\ub2c8\ub2e4. \uc528\uc5d0\uc2a4\uc708\ub4dc\ub294 \uc528\uc5d0\uc2a4\ubca0\uc5b4\ub9c1\uc758 \ucd5c\ub300\uc8fc\uc8fc\ub85c, \uae40 \ud68c\uc7a5\uc774 \uc0ac\uc2e4\uc0c1 \uc9c0\ubc30\ub825 \uc911\uc2ec\uc5d0 \uc788\ub2e4\uace0 \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\ub09c 1\ubd84\uae30 \ub9d0 \uae30\uc900 \uc528\uc5d0\uc2a4\uc708\ub4dc\ub294 \uc528\uc5d0\uc2a4\ubca0\uc5b4\ub9c1 \uc9c0\ubd84 53.5%\ub97c \ubcf4\uc720\ud588\uc2b5\ub2c8\ub2e4. \uae40 \ud68c\uc7a5\uc740 \uc528\uc5d0\uc2a4\ubca0\uc5b4\ub9c1 \uc774\uc0ac\ud68c\uc5d0 \uae30\ud0c0\uc0c1\ubb34\uc774\uc0ac\ub85c \uc774\ub984\uc744 \uc62c\ub838\ub294\ub370\uc694. \uc774\uc0ac\ud68c \uc758\uc7a5\uc9c1\uc744 \ub9e1\uc544 \uc758\uacb0\uad8c\uc744 \ud589\uc0ac\ud558\uace0 \uc788\uc8e0.<\/p>\n

\uae40 \ud68c\uc7a5\uc740 \ud48d\ub825 \uc0b0\uc5c5 \ubd84\uc57c\uc5d0\uc11c \uc785\uc9c0\uc804\uc801\uc778 \uc778\ubb3c\uc785\ub2c8\ub2e4. 2003\ub144 \uc528\uc5d0\uc2a4\uc708\ub4dc\ub97c \ucc3d\ub9bd\ud55c \ub4a4 \ud68c\uc0ac\ub97c \uae00\ub85c\ubc8c \uc120\ub450\uad8c\uc758 \ud48d\ub825 \ud0c0\uc6cc \uc81c\uc870\uc0ac\ub85c \uc131\uc7a5\uc2dc\ucf30\uc8e0. \uc774\ud6c4 \uc528\uc5d0\uc2a4\ubca0\uc5b4\ub9c1\uc744 \ube44\ub86f\ud55c \uad00\ub828 \ubca8\ub958\uccb4\uc778\uc744 \ud655\uc7a5\ud574 \ud48d\ub825 \uc885\ud569 \uae30\uc5c5 \uc9d1\ub2e8\uc744 \uad6c\ucd95\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\ub354\ubca8\uc740 \uc774\ub0a0 \uc528\uc5d0\uc2a4\ubca0\uc5b4\ub9c1 \uce21\uc5d0 \uc62c\ud574 \uc2e4\uc801 \uc804\ub9dd\uacfc \ucd5c\uadfc \uc8fc\uac00 \ud750\ub984\uc5d0 \ub300\ud55c \ucf54\uba58\ud2b8\ub97c \ub4e3\uae30 \uc704\ud574 \uc5f0\ub77d\ud588\uc73c\ub098 IR \ub2f4\ub2f9\uc790\uc758 \ubd80\uc7ac\ub85c \ub2f5\ubcc0\uc744 \ubc1b\uc9c0 \ubabb\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\"\"<\/p>\n

\/ \uae40\uc778\uc5fd \ub354\ubca8 \uae30\uc790<\/p>\n","protected":false},"excerpt":{"rendered":"

|6\uc870 \uaddc\ubaa8 \ud504\ub85c\uc81d\ud2b8, Vestas \uc81c\ud488 \uc778\uc99d ‘\uc8fc\ubaa9’ \u25c7How It Is Now \uc528\uc5d0\uc2a4\ubca0\uc5b4\ub9c1\uc758 \uc8fc\uac00\uac00 4\uc6d4\ubd80\ud130 \ud070 \uc0c1\uc2b9\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. 11\uc77c \uc18c\ud3ed \ubc18\ub4f1\uc744 \uc2dc\uc791\uc73c\ub85c \uc0c1\uc2b9\uc138\ub97c \ud0c0\ub354\ub2c8 \uc9c0\ub09c\ub2ec 21\uc77c\uc5d0\ub294 9260\uc6d0\uc744 \ucc0d\uae30\ub3c4 \ud588\uc2b5\ub2c8\ub2e4. \uc62c\ud574 \uc800\uc810(4270\uc6d0) \ub300\ube44 116% \uc99d\uac00\ud55c \uc218\uc900\uc785\ub2c8\ub2e4. \uad6d\ub0b4\uc678 \uce5c\ud658\uacbd \uc5d0\ub108\uc9c0 \uc815\ucc45\uc5d0 \ub300\ud55c \uae30\ub300\uac10\uc774 \uc8fc\uac00 \uc0c1\uc2b9\uc744 \uacac\uc778\ud588\ub2e4\ub294 \ubd84\uc11d\uc785\ub2c8\ub2e4. \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\uc758 \uc5e0\ud30c\uc774\uc5b4 \uc708\ub4dc(\ub274\uc695 \ud574\uc0c1\ud48d\ub825) \ud504\ub85c\uc81d\ud2b8 \uc7ac\uac1c \uacb0\uc815\uacfc \ud55c\uad6d \uc2e0\uc815\ubd80\uc758 […]<\/p>\n","protected":false},"author":44,"featured_media":30094,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[922,8,611],"tags":[5456,5458,5459,5457],"class_list":["post-30092","post","type-post","status-publish","format-standard","has-post-thumbnail","category-thebell","category-compliance","category-korea","tag-5456","tag-5458","tag-5459","tag-5457"],"yoast_head":"\n'\ud48d\ub825 \ubd80\ud488' \uc528\uc5d0\uc2a4\ubca0\uc5b4\ub9c1, \uad6d\ub0b4\uc678 \uce5c\ud658\uacbd \uc815\ucc45 '\uacb9\ud638\uc7ac' SanctionLab<\/title>\n<meta name=\"description\" content=\"\uc528\uc5d0\uc2a4\ubca0\uc5b4\ub9c1\uc758 \uc8fc\uac00\uac00 4\uc6d4\ubd80\ud130 \ud070 \uc0c1\uc2b9\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. 11\uc77c \uc18c\ud3ed \ubc18\ub4f1\uc744 \uc2dc\uc791\uc73c\ub85c \uc0c1\uc2b9\uc138\ub97c \ud0c0\ub354\ub2c8 \uc9c0\ub09c\ub2ec 21\uc77c\uc5d0\ub294 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