{"id":29674,"date":"2023-03-27T08:39:52","date_gmt":"2023-03-26T23:39:52","guid":{"rendered":"https:\/\/hibulls.com\/?p=29674"},"modified":"2023-03-27T08:40:18","modified_gmt":"2023-03-26T23:40:18","slug":"03-27-%ed%95%98%ec%9d%b4%eb%b6%88%ec%8a%a4-%ed%8e%80%eb%93%9c-%ec%a0%84%eb%9e%b5","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=29674","title":{"rendered":"[03.27] \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \uc804\ub7b5 : \uc5d8\uc564\uc5d0\ud504"},"content":{"rendered":"\n

\uc544\ub798\ub294 \uc804\uc77c \uc885\uac00 \uae30\uc900 \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \ud604\ud669<\/strong>\uc785\ub2c8\ub2e4. \uc2e0\uaddc \ud3b8\uc785\/\ud3b8\ucd9c \uc885\ubaa9\uc740 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\uc544\ub798\ub294 \uc62c\ud574 \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \ud3b8\ucd9c \uc885\ubaa9 \ub0b4\uc5ed<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n
\n
\"\"<\/figure><\/div>\n\n\n

\uc5d8\uc564\uc5d0\ud504<\/strong><\/p>\n\n\n\n

\uc9c0\ub09c\uc8fc\uc5d0 \uc8fc \uace0\uac1d\uc0ac\uc778 LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc774 \uc791\ub144 \uc7ac\uac80\ud1a0\ub97c \uacb0\uc815\ud588\uc5c8\ub358 \ubbf8\uad6d \uc560\ub9ac\uc870\ub098 \ubc30\ud130\ub9ac \uacf5\uc7a5 \uac74\uc124\uc744 \uc7ac\uac1c\ud558\uae30\ub85c \uacb0\uc815<\/strong>\ud588\ub2e4\ub294 \uc18c\uc2dd\uc774 \uc804\ud574\uc84c\uc2b5\ub2c8\ub2e4. 2025\ub144 \uc644\uacf5 \ubc0f \uc591\uc0b0\uc774 \ubaa9\ud45c<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\"\"<\/a>
\u25b2 \uc774\ubbf8\uc9c0 \ud074\ub9ad \uc2dc \uae30\uc0ac \uc6d0\ubb38\uc73c\ub85c \uc774\ub3d9<\/em><\/figcaption><\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n

\uc774\ubc88 \uacb0\uc815\uc740 \uc791\ub144 \uc7ac\uac80\ud1a0 \ub2f9\uc2dc\ubcf4\ub2e4 \uaddc\ubaa8\uac00 \ud6e8\uc52c \ucee4\uc9c4 \uac83\uc73c\ub85c, \ucd1d \uc0dd\uc0b0 \ub2a5\ub825 43GWh\ub85c \ubd81\ubbf8 \uc9c0\uc5ed \ubc30\ud130\ub9ac \uacf5\uc7a5 \uc911 \uc0ac\uc0c1 \ucd5c\ub300 \uaddc\ubaa8<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc5d8\uc564\uc5d0\ud504\ub294 LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158-\ud14c\uc2ac\ub77c\ub85c \uc774\uc5b4\uc9c0\ub294 \ubc30\ud130\ub9ac \uc11c\ud50c\ub77c\uc774\uccb4\uc778\uc5d0\uc11c \uac00\uc7a5 \uc911\uc694\ud55c \uc591\uadf9\uc7ac \uacf5\uae09 \uc5c5\uccb4<\/strong>\uc774\uba70, \uc9c0\ub09c 3\uc6d4 2\uc77c \ud380\ub4dc\uc804\ub7b5(https:\/\/hibulls.com\/?p=27929<\/a>)\uc5d0\uc11c\ub3c4 \ub9d0\uc500\ub4dc\ub838\ub2e4\uc2dc\ud53c, \ud14c\uc2ac\ub77c\ub85c \uc591\uadf9\uc7ac \uc9c1\ub0a9\ub3c4 \ubcf8\uaca9\ud654<\/strong>\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n

\ucd5c\uadfc \uad6d\ub0b4 \ubc30\ud130\ub9ac \uc140\uba54\uc774\ucee4 3\uc0ac\uac00 \uc911\uc800\uac00\ud615 \uc804\uae30\ucc28 \ub300\uc751\uc744 \uc704\ud574 LFP \ubc30\ud130\ub9ac \uc0ac\uc5c5 \uc9c4\ucd9c\uc744 \uc120\uc5b8\ud588\ub294\ub370, \uc5d8\uc564\uc5d0\ud504\ub3c4 LFP \ubc30\ud130\ub9ac\uc6a9 \uc591\uadf9\uc7ac \uac1c\ubc1c\uc5d0 \ub6f0\uc5b4\ub4e4\uba74\uc11c \ucd94\uc138\ub97c \ub530\ub77c\uac00\uace0 \uc788\uace0, \uc62c\ud574 7\uc6d4\uc5d0\ub294 \uc790\uc0ac \uacf5\uc7a5 \uc911 \ucd5c\ub300 \uaddc\ubaa8 CAPA(\uc5f0 10\ub9cc\ud1a4)\uc778 \ub300\uad6c 3\uacf5\uc7a5\uc774 \uc644\uc131\ub420 \uc608\uc815\uc785\ub2c8\ub2e4. <\/p>\n\n\n\n

\"\"<\/a>
\u25b2 \uc774\ubbf8\uc9c0 \ud074\ub9ad \uc2dc \uae30\uc0ac \uc6d0\ubb38\uc73c\ub85c \uc774\ub3d9<\/em><\/figcaption><\/figure>\n\n\n\n

\ucd5c\uadfc \uc5d0\ucf54\ud504\ub85c\ube44\uc5e0, \ucf54\uc2a4\ubaa8\uc2e0\uc18c\uc7ac \ub4f1 2\ucc28\uc804\uc9c0 \uc591\uadf9\uc7ac \uc5c5\uccb4\ub4e4\uc758 \uc8fc\uac00\uac00 \uac00\ud30c\ub974\uac8c \uc0c1\uc2b9\ud558\uba74\uc11c \ud380\ub4dc\uc5d0\uc11c \uc218\uc775 \ub9e4\ub3c4\ub85c \ud3b8\ucd9c\ud558\uae30\ub3c4 \ud588\uc5c8\ub294\ub370\uc694. \uc5d8\uc564\uc5d0\ud504\ub294 \uc0c1\ub300\uc801\uc73c\ub85c \uc8fc\uac00\uac00 \ubabb\uac14\uc2b5\ub2c8\ub2e4. \uc790\ubcf8 \uaddc\ubaa8 \uc5f4\uc704\ub85c \ubbf8\uad6d \ud22c\uc790 \ubd80\ub2f4\uac10\uc774 \uc791\uc6a9\ud588\uace0, \uacbd\uc7c1\uc0ac \ub300\ube44 \uc6d0\uc790\uc7ac \uc218\uc9c1\uacc4\uc5f4\ud654\ub3c4 \uc57d\ud558\ub2e4\ub294 \uc778\uc2dd \ub54c\ubb38<\/strong>\uc774\uc5c8\ub294\ub370\uc694. \ucd5c\uadfc \uc5d8\uc564\uc5d0\ud504\uc640 \uc911\uad6d \uc2dc\ub178\ub9ac\ud2ac \uba38\ud2f0\ub9ac\uc5bc\uc988\uc640 \ub9ac\ud2ac JV \uc124\ub9bd \ub274\uc2a4\uac00 \ub098\uc654\uc5c8\uc8e0. \uc5d8\uc564\uc5d0\ud504\ub3c4 \uba54\ud0c8 \uc18c\uc2f1\/\uc815\uc81c\ub828\/\uc804\uad6c\uccb4 \ub4f1\uc758 \uc218\uc9c1\uacc4\uc5f4\ud654\ub97c \uc2dc\uac04\uc744 \ub450\uace0 \uc9c4\ud589 \uc911<\/strong>\uc785\ub2c8\ub2e4. \ub610\ud55c, 3\uc6d4 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA) \ubc95\uc548\uc774 \uad6c\uccb4\ud654\ub41c \ud6c4 \ubbf8\uad6d \ub808\ub4dc\uc6b0\ub4dc\uc640\uc758 \ud569\uc791\uc0ac \uc124\ub9bd \ud615\ud0dc\ub85c \ubbf8\uad6d \uc9c4\ucd9c\ub3c4 \uc0c1\ubc18\uae30 \ub0b4 \ubc1c\ud45c\ud560 \uac83\uc73c\ub85c \uae30\ub300 \uc911<\/strong>\uc785\ub2c8\ub2e4. \uc774\uc820 \uacbd\uc7c1\uc0ac \ub300\ube44 \ub514\uc2a4\uce74\uc6b4\ud2b8 \ubc1b\uc744 \uc774\uc720\uac00 \uc5c6\ub2e4\uace0 \ud310\ub2e8<\/strong>\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud640\ub529 \uc720\uc9c0<\/strong>\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n
\n
\"\"<\/figure><\/div>\n\n\n

\uc544\ub798\ub294 \ud604\uc7ac \ud380\ub4dc\uc5d0 \ud3b8\uc785 \uc911\uc774\uc9c0 \uc54a\uc9c0\ub9cc, \u2460\uae30\uc874 \ud3b8\uc785 \uc885\ubaa9 \ud3b8\ucd9c, \u2461\uc8fc\uac00(\uc2dc\uc7a5) \uc870\uc815 \ubc1c\uc0dd, \u2462\uae30\uc220\uc801\uc73c\ub85c \uc801\uc808\ud55c \ub9e4\uc218 \uc790\ub9ac \ud3ec\ucc29 \ub4f1\uc758 \uc0ac\uc720 \ubc1c\uc0dd \uc2dc \uc5b8\uc81c\ub4e0 \ub9e4\uc218\ud560 \uc218 \uc788\ub294 \ud3b8\uc785 \ud6c4\ubcf4 \uc885\ubaa9 \uc6cc\uce58\ub9ac\uc2a4\ud2b8<\/strong>\uc785\ub2c8\ub2e4. \uc804\uc77c \uc81c\uc2dc\ud574\ub4dc\ub9b0 \ub0b4\uc6a9\uc5d0\uc11c \ubcc0\ub3d9\uc0ac\ud56d \uc5c6\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

-2\ucc28\uc804\uc9c0 \uc18c\uc7ac\u00b7\ubd80\ud488 : \uc5d0\ucf54\ud504\ub85c\ube44\uc5e0, \ucf54\uc2a4\ubaa8\uc2e0\uc18c\uc7ac, \uc5d4\ucf10, \ud14c\uc774\ud329\uc2a4
-\ud48d\ub825\uc5d0\ub108\uc9c0 : \uc5d0\uc2a4\ucf00\uc774\uc624\uc158\ud50c\ub79c\ud2b8
-\uae30\ud310 : \uc774\uc218\ud398\ud0c0\uc2dc\uc2a4<\/strong><\/p>\n\n\n

\n
\"\"<\/figure><\/div>\n\n\n

\uc544\ub798\ub294 \uad6d\ub0b4\uc99d\uc2dc \uc2e0\uc6a9\uc794\uace0 \ud604\ud669<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

1.\uc2e0\uc6a9\uc794\uace0 \uc808\ub300 \uaddc\ubaa8<\/strong><\/p>\n\n\n\n

\"\"
\u25b2 \ucf54\uc2a4\ud53c \uc2e0\uc6a9\uc794\uace0(\ucd5c\uadfc 6\uac1c\uc6d4)<\/em><\/figcaption><\/figure>\n\n\n\n
\"\"
\u25b2 \ucf54\uc2a4\ub2e5 \uc2e0\uc6a9\uc794\uace0(\ucd5c\uadfc 6\uac1c\uc6d4)<\/em><\/figcaption><\/figure>\n\n\n\n

2.\uc99d\uc2dc \uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \uaddc\ubaa8<\/strong><\/p>\n\n\n\n

\"\"
\u25b2 \uc99d\uc2dc \uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0<\/em><\/figcaption><\/figure>\n\n\n\n

*03\uc6d4 23\uc77c \uae30\uc900(\uc99d\uc2dc\uc790\uae08 \ub370\uc774\ud130 \uc9d1\uacc4\ub294 1\uac70\ub798\uc77c lagging\uc774 \uc788\uc74c)
-\uc2e0\uc6a9\uc794\uace0 \uae08\uc561 : 18.18\uc870\uc6d0 (vs \uc804\uc77c 18.07\uc870\uc6d0)
-\uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \ube44\uc728 : 38.3%<\/strong> (vs \uc804\uc77c 39.0%)<\/strong><\/p>\n\n\n\n

*\uc791\ub144 8\uc6d4~9\uc6d4 \uc911\uc21c\uae4c\uc9c0(9\uc6d4 \uc2e0\uc6a9\ubb3c\ub7c9 \ub300\uaddc\ubaa8 \ubc18\ub300\ub9e4\ub9e4 \ubc1c\uc0dd \uc9c1\uc804)
-\uc2e0\uc6a9\uc794\uace0 \uae08\uc561 \ud3c9\uade0\uce58 : 19.2\uc870\uc6d0
-\uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \ube44\uc728 \ud3c9\uade0\uce58 : 35.6%<\/strong><\/p>\n\n\n\n

*\uc791\ub144 5\uc6d4~6\uc6d4 \ucd08\uae4c\uc9c0(6\uc6d4 \uc2e0\uc6a9\ubb3c\ub7c9 \ubc18\ub300\ub9e4\ub9e4 \ud3ed\ub77d\uc7a5 \ubc1c\uc0dd \uc9c1\uc804)
-\uc2e0\uc6a9\uc794\uace0 \uae08\uc561 \ud3c9\uade0\uce58 : 21.8\uc870\uc6d0
-\uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \ube44\uc728 \ud3c9\uade0\uce58 : 36.6%<\/strong><\/p>\n\n\n\n

*2018~19\ub144(\ucf54\ub85c\ub09819 \ud32c\ub370\ubbf9 \ubc1c\uc0dd \uc774\uc804)
-\uc2e0\uc6a9\uc794\uace0 \uae08\uc561 \ud3c9\uade0\uce58 : 10.4\uc870\uc6d0(2020\ub144 \ucf54\ub85c\ub09819 \ud32c\ub370\ubbf9 \uc774\ud6c4 \uc2dc\uc7a5\uc5d0 \uc720\uc785\ub41c \uc790\uae08 \uaddc\ubaa8 \uc790\uccb4\uac00 2\ubc30 \uc774\uc0c1 \ucee4\uc84c\uae30 \ub54c\ubb38\uc5d0 \uc2e0\uc6a9\uc794\uace0 \uae08\uc561 \uc808\ub300\uac12\uc744 \ube44\uad50\ud558\ub294 \uac83\uc740 \ubb34\uc758\ubbf8)
-\uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \ube44\uc728 \ud3c9\uade0\uce58 : 40.1%<\/strong><\/p>\n\n\n\n

\uc774\uc0c1\uc785\ub2c8\ub2e4. \uac10\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\uc544\ub798\ub294 \uc804\uc77c \uc885\uac00 \uae30\uc900 \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \ud604\ud669\uc785\ub2c8\ub2e4. \uc2e0\uaddc \ud3b8\uc785\/\ud3b8\ucd9c \uc885\ubaa9\uc740 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4. \uc544\ub798\ub294 \uc62c\ud574 \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \ud3b8\ucd9c \uc885\ubaa9 \ub0b4\uc5ed\uc785\ub2c8\ub2e4. \uc5d8\uc564\uc5d0\ud504 \uc9c0\ub09c\uc8fc\uc5d0 \uc8fc \uace0\uac1d\uc0ac\uc778 LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc774 \uc791\ub144 \uc7ac\uac80\ud1a0\ub97c \uacb0\uc815\ud588\uc5c8\ub358 \ubbf8\uad6d \uc560\ub9ac\uc870\ub098 \ubc30\ud130\ub9ac \uacf5\uc7a5 \uac74\uc124\uc744 \uc7ac\uac1c\ud558\uae30\ub85c \uacb0\uc815\ud588\ub2e4\ub294 \uc18c\uc2dd\uc774 \uc804\ud574\uc84c\uc2b5\ub2c8\ub2e4. 2025\ub144 \uc644\uacf5 \ubc0f \uc591\uc0b0\uc774 \ubaa9\ud45c\uc785\ub2c8\ub2e4. \uc774\ubc88 \uacb0\uc815\uc740 \uc791\ub144 \uc7ac\uac80\ud1a0 \ub2f9\uc2dc\ubcf4\ub2e4 \uaddc\ubaa8\uac00 \ud6e8\uc52c \ucee4\uc9c4 \uac83\uc73c\ub85c, \ucd1d \uc0dd\uc0b0 \ub2a5\ub825 43GWh\ub85c \ubd81\ubbf8 \uc9c0\uc5ed \ubc30\ud130\ub9ac \uacf5\uc7a5 \uc911 […]<\/p>\n","protected":false},"author":1,"featured_media":6785,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[],"acf":[],"yoast_head":"\n[03.27] \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \uc804\ub7b5 : \uc5d8\uc564\uc5d0\ud504 - 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