{"id":39889,"date":"2026-05-09T09:01:57","date_gmt":"2026-05-09T00:01:57","guid":{"rendered":"https:\/\/blog.agentsoft.co.kr\/index.php\/2026\/05\/09\/39889\/"},"modified":"2026-05-09T09:01:57","modified_gmt":"2026-05-09T00:01:57","slug":"%ed%95%9c%ec%a4%91%ec%9d%bc-%eb%b0%b0%ed%84%b0%eb%a6%ac-%ec%82%b0%ec%97%85%ec%9d%98-%ea%b2%bd%ec%9f%81%eb%a0%a5-%eb%b9%84%ea%b5%90-%eb%b0%8f-%eb%b0%9c%ec%a0%84%eb%b0%a9%ec%95%88","status":"publish","type":"post","link":"https:\/\/blog.agentsoft.co.kr\/index.php\/2026\/05\/09\/39889\/","title":{"rendered":"\ud55c\uc911\uc77c \ubc30\ud130\ub9ac \uc0b0\uc5c5\uc758 \uacbd\uc7c1\ub825 \ube44\uad50 \ubc0f \ubc1c\uc804\ubc29\uc548"},"content":{"rendered":"

<\/p>\n

\ubaa9\ucc28<\/strong><\/p>\n

\u2160. \uc694\uc57d \u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b71<\/p>\n

\u2161. 2\ucc28\uc804\uc9c0 \uc140 \uc81c\uc870\uc0ac\uc758 \uacbd\uc7c1\ub825 \ube44\uad50\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b72
\n1. 3\uad6d(\ud55c\u2024\uc911\u2024\uc77c) \uc5d0\ub108\uc9c0\uc140 \uc81c\uc870\uae30\uc5c5\uc758 \uc0ac\uc5c5\ubd84\uc57c \u00b7\u00b7\u00b7\u00b7\u00b72
\n2. 3\uad6d \uc5d0\ub108\uc9c0\uc140 \uc81c\uc870\uae30\uc5c5\uc758 \uc7ac\ubb34\/\uc190\uc775 \ud604\ud669 \u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7 3
\n3. NCM\ubc30\ud130\ub9ac\uc640 LFP\ubc30\ud130\ub9ac \ube44\uad50 \ubc0f \uc2dc\uc7a5\uce68\ud22c\uc728 \u00b7\u00b7\u00b7\u00b74
\n4. \ubd81\ubbf8 \uc644\uc131\ucc28\uc758 EV\ubc30\ud130\ub9ac CAPA \ubc0f IRA \uc218\ud61c \u00b7\u00b7\u00b7\u00b76
\n5. \ud30c\ub098\uc18c\ub2c9\uc758 \ud5a5\ud6c4 \uc804\ub9dd \u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b78
\n6. \uae00\ub85c\ubc8c 2\ucc28\uc804\uc9c0 \uad00\ub828 \uae30\uc5c5 Valuation Table 10<\/p>\n

\u2162. 2\ucc28\uc804\uc9c0 \uc0b0\uc5c5\uc758 \ud328\ub7ec\ub2e4\uc784\uc758 \ubcc0\ud654 \u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b711
\n1. \ud604\uc7ac 2\ucc28\uc804\uc9c0 \uc0b0\uc5c5\uc740 \uacf5\uae09\uc790 \uc6b0\uc704\uc2dc\uc7a5 \u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7 11
\n2. IRA \uc138\ubd80 \uc815\ucc45 \ubc0f \ud55c\uc911 \ubc30\ud130\ub9ac \uc5c5\uccb4 \ube44\uad50 \u00b7\u00b7\u00b7\u00b7\u00b7 14<\/p>\n

\u2163. \ud55c\uad6d 2\ucc28\uc804\uc9c0 \uc0b0\uc5c5\uc758 \uc704\ud5d8\uc694\uc18c \u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b717
\n1. \ud55c\uad6d 2\ucc28\uc804\uc9c0 \uc140 \uc81c\uc870\uae30\uc5c5(3\uac1c)\uc758 \uacfc\ub2e4 \uacbd\uc7c1 \u00b7\u00b7\u00b7 17
\n2. \uacf5\uae09\uc790 \uc6b0\uc704\ub294 \ubbf8\uc911\ubd84\uc7c1\uc758 \uc0b0\ubb3c \u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7 18
\n3. \uae30\uc220 \uacbd\uc7c1\ub825 \uc720\uc9c0 \uac00\ub2a5\uc131 \u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7 19<\/p>\n

\ubcf8\ubb38\ub0b4\uc6a9<\/strong><\/p>\n

\uae00\ub85c\ubc8c \uc774\ucc28\uc804\uc9c0 \uc0b0\uc5c5\uc740 \ud55c\u2024\uc911\u2024\uc77c 3\uad6d\uac04 \uce58\uc5f4\ud55c \uacbd\uc7c1 \uc911\uc774\ub2e4. LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uacfc CATL
\n(\uc911\uad6d)\uc740 EV, ESS \ub4f1 \uc774\ucc28\uc804\uc9c0 \uad00\ub828 \uc81c\ud488\uc744 \uc8fc\uc0ac\uc5c5\uc744 \uc601\uc704\ud558\uace0, \ud30c\ub098\uc18c\ub2c9 \ud640\ub529\uc2a4(\uc77c\ubcf8)
\n\uc740 \uc804\uc790\uc81c\ud488 \uc885\ud569 \uc81c\uc870\uc5c5\uccb4\ub85c\uc11c \uc774\ucc28\uc804\uc9c0 \uad00\ub828 \uc0ac\uc5c5\ubd80\ubb38\uc744 \ud655\uc7a5 \uc911\uc774\ub2e4.
\n\ud55c\uad6d\uacfc \uc77c\ubcf8\uc740 \uace0\ub3c4\uc758 \uae30\uc220\ub825\uc744 \uc694\uad6c\ud558\ub294 \uc0bc\uc6d0\uacc4 \ubc30\ud130\ub9ac(NCM\uacc4\uc5f4, \ub2c8\ucf08\u2024\ucf54\ubc1c\ud2b8\u2024\ub9dd\uac04)\uc744
\n\uc911\uc2ec\uc73c\ub85c, \uc911\uad6d\uc740 \uc0c1\ub300\uc801\uc73c\ub85c \uc548\uc815\uc131\uc774 \ub192\uace0, \uae30\uc220\ub825\uc774 \ub0ae\uc740 LFP\ubc30\ud130\ub9ac(\ub9ac\ud2ac\u2024\uc778\uc0b0\u2024\ucca0)
\n\uc911\uc2ec\uc73c\ub85c \uc0ac\uc5c5\uc744 \uc601\uc704\ud558\uace0 \uc788\ub2e4.
\n\ubd81\ubbf8 \uc644\uc131\ucc28 \uadf8\ub8f9\ubcc4 \uc804\uae30\ucc28\uc758 \uc774\ucc28\uc804\uc9c0 \uacf5\uae09\ub9dd\uc5d0\uc11c \ud55c\uad6d\uae30\uc5c5\uc758 \uc5d0\ub108\uc9c0\uc140 \uc81c\uc870\uae30\uc5c5\uc758
\n\uacf5\uae09\uacc4\uc57d\uc774 \uc0c1\ub2f9\uc218 \ud655\uc815\ub418\uac70\ub098, \ucd94\uac00\ub85c \uc218\uc8fc\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub428\uc5d0 \ub530\ub77c \ud5a5\ud6c4 \ubbf8\uad6d \uc804\uae30\ucc28
\n\uc2dc\uc7a5\ub0b4 \ud55c\uad6d\uae30\uc5c5\ub4e4\uc758 \uacbd\uc7c1\ub825\uc740 \uc9c0\uc18d\ub420 \uac00\ub2a5\uc131\uc774 \ub192\uc740 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4.
\n\uc774\uc5d0 \ubc18\ud574 \uc911\uad6d\uc740 \uc804\uccb4\uc801\uc73c\ub85c \uc138\uacc4\uc2dc\uc7a5\uc758 \ub192\uc740 \uc2dc\uc7a5\uc810\uc720\uc728\uc744 \uae30\ub85d\ud558\uace0 \uc788\uc73c\ub098, \uc911\uad6d LFP
\n\ubc30\ud130\ub9ac\uc758 \uc720\ub7fd\uacfc \ubbf8\uad6d\uc2dc\uc7a5 \uc810\uc720\uc728\uc774 \uac01\uac01 3.3%, 12.7% \uc218\uc900\uc73c\ub85c \uacbd\uc7c1\ub825\uc774 \ub192\uc9c0 \uc54a\uc740 \ud3b8
\n\uc774\ub2e4. \uc911\uad6d\uc740 \uad6d\ub0b4\uc678\uc5d0\uc11c \uc6d0\uc7ac\ub8cc \ud655\ubcf4\ub97c \uc704\ud558\uc5ec \uad11\uc0b0 \uac1c\ubc1c, \uc9c0\ubd84 \ub9e4\uc218, \uacf5\uae09 \uacc4\uc57d \ub4f1\uc744
\n\ud1b5\ud558\uc5ec \uc218\uc9c1\uacc4\uc5f4\ud654\ub97c \uac16\ucd94\uba74\uc11c \uac00\uaca9\uacbd\uc7c1\ub825\uc744 \ud655\ubcf4\ud558\uace0 \uc788\ub2e4.
\n\ud30c\ub098\uc18c\ub2c9\uc740 \ud14c\uc2ac\ub77c\uc55e \ubc30\ud130\ub9ac\uc140\uc744 \ucd08\uae30 \ub0a9\ud488\ud558\uc5ec \uc804\uae30\ucc28 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uc600\uc73c\ub098, \uc218\uc728 \ubb38\uc81c
\n\uc640 \uc2e0\uaddc \ud22c\uc790\uc758 \ud55c\uacc4\uc5d0 \ubd09\ucc29\ud55c \uc0c1\ud669\uc73c\ub85c, \uacbd\uc7c1\uc911\uc778 \ud55c\uad6d \ubc30\ud130\ub9ac\uc140 \uae30\uc5c5\ub4e4\uacfc\uc758 \uc0dd\uc0b0 Capa
\n\uc640 \uacf5\uae09\uacc4\uc57d \uaca9\ucc28\ub294 \uc2ec\ud654\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4.
\n\ud604\uc7ac\uc758 2\ucc28\uc804\uc9c0 \uc0b0\uc5c5\uc740 \uc804\ud1b5\uc801\uc778 IT \ud558\ub4dc\uc6e8\uc5b4\uc5d0\uc11c \uacbd\ud5d8\ud55c \uc801 \uc5c6\ub294 \uac15\ub3c4\uc758 \uacf5\uae09\uc790 \uc6b0\uc704
\n\uc2dc\uc7a5\uc774\ub2e4. \uadf8 \uadfc\uac70\ub294 \uace0\uac1d\uc0ac\ub4e4\uc740 \uacf5\uae09\ubd80\uc871\uc744 \uc6b0\ub824\ud558\uace0 \uc788\uace0, \uc774\ubbf8 \uc77c\ubd80 ESS \uc81c\ud488\uc740 \ubd80\uc871
\n\ud558\ub2e4. JV(Joint Venture)\uc640 \uc7a5\uae30\uacf5\uae09\uacc4\uc57d \ub274\uc2a4\uac00 \uc18d\ucd9c\ud558\uace0, \uc6b0\ud638\uc801\uc778 \uacf5\uae09 \uacc4\uc57d\ub4e4\uc774 \uccb4\uacb0\ub418
\n\ub294 \ucd94\uc138\uc774\ub2e4. \ub610\ud55c \ubbf8\uad6d\uc758 \uc790\uad6d\ud22c\uc790 \uc720\uc778\ucc45(AMPC)\uac00 \ud30c\uaca9\uc801\uc774\ub2e4.<\/p>\n

\ucd9c\ucc98 : \ud574\ud53c\ucea0\ud37c\uc2a4<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

\ubaa9\ucc28 \u2160. \uc694\uc57d \u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b71 \u2161. 2\ucc28\uc804\uc9c0 \uc140 \uc81c\uc870\uc0ac\uc758 \uacbd\uc7c1\ub825 \ube44\uad50\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b72 1. 3\uad6d(\ud55c\u2024\uc911\u2024\uc77c) \uc5d0\ub108\uc9c0\uc140 \uc81c\uc870\uae30\uc5c5\uc758 \uc0ac\uc5c5\ubd84\uc57c \u00b7\u00b7\u00b7\u00b7\u00b72 2. 3\uad6d \uc5d0\ub108\uc9c0\uc140 \uc81c\uc870\uae30\uc5c5\uc758 \uc7ac\ubb34\/\uc190\uc775 \ud604\ud669 \u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7 3 3. NCM\ubc30\ud130\ub9ac\uc640 LFP\ubc30\ud130\ub9ac \ube44\uad50 \ubc0f \uc2dc\uc7a5\uce68\ud22c\uc728 \u00b7\u00b7\u00b7\u00b74 4. \ubd81\ubbf8 \uc644\uc131\ucc28\uc758 EV\ubc30\ud130\ub9ac CAPA \ubc0f IRA \uc218\ud61c \u00b7\u00b7\u00b7\u00b76 5. \ud30c\ub098\uc18c\ub2c9\uc758 \ud5a5\ud6c4 \uc804\ub9dd \u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b7\u00b78 6. \uae00\ub85c\ubc8c 2\ucc28\uc804\uc9c0 \uad00\ub828 \uae30\uc5c5 Valuation Table 10 \u2162. 2\ucc28\uc804\uc9c0 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[7902,7904,47899,7901,2784,49990,3056,37136,7898,49989],"class_list":["post-39889","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-7902","tag-lg","tag-rectal-cancer","tag-7901","tag-2784","tag-49990","tag-3056","tag-37136","tag-7898","tag-49989"],"_links":{"self":[{"href":"https:\/\/blog.agentsoft.co.kr\/index.php\/wp-json\/wp\/v2\/posts\/39889","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.agentsoft.co.kr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.agentsoft.co.kr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.agentsoft.co.kr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.agentsoft.co.kr\/index.php\/wp-json\/wp\/v2\/comments?post=39889"}],"version-history":[{"count":0,"href":"https:\/\/blog.agentsoft.co.kr\/index.php\/wp-json\/wp\/v2\/posts\/39889\/revisions"}],"wp:attachment":[{"href":"https:\/\/blog.agentsoft.co.kr\/index.php\/wp-json\/wp\/v2\/media?parent=39889"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.agentsoft.co.kr\/index.php\/wp-json\/wp\/v2\/categories?post=39889"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.agentsoft.co.kr\/index.php\/wp-json\/wp\/v2\/tags?post=39889"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}