“中·獨(dú) ??? K-???·??? ?? ?? ??? ??”

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?? 2022? 6? 8? 06? 12?

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??? ??? ???? ??? ???? ???? ?? ???, ?·? ?? ??? ???? ??? ?? ??? ??? ??? ??? ????.

????????(???)? ??? ??? ??? ???? ??? ???? ??? ??? ??? ?? 4?? ?????, ???? 9.5%? ?? ?? 0.8%p ????? 8? ???.

??????? ??? 2??? 4?? ????. ???? 10.8%?? 8.8%? 2.0%p ???. ???? ITC Trade Map ?? ????? ??? ??? 20% ?? ???? ?? ??? ??????(BEV), ????(Li-ion) ??? ??? ?? ??? ??? ??? ??? ???.

??? ??? ??? ??? ??? ??? ??? ????.

?? ???? ???? ??? 26.2%?, ?? ?? 3.8%p ???? 1?? ???. ?? ?? ???(18.7→16.6%), ??(10.3→9.5%), ??(16.3→7.8%) ? ?? ??? ???? ??? ?? ??? ???.

??? 4.2%?? 13.7%? 9.5%p ??? ??? ??? ??? ??? 5??? 3??? ????, ??? ?????? ??? ??????(上海汽?), BYD(比?迪), NIO(蔚?汽?) ? ?? ??? ?? ?? ????? ?(對(duì)) EU ??? ?? ?? 513.9%? ??? ???.

??? ??? ???, ????, ??? ? ??? ??? ???? ???? ??? ????? ???? ?????? ????.

??? ??? ???? ??? ???? 1?? ????. ???? 38.3%? ?? 35.4% ?? 2.9%p ????. 2? ???(12.0%) ?? 3? ?? ???. ??? ?? CATL(?德?代), BYD(比?迪), CALB(中?新航) ? ?? ??? ???? ???? ??? ??? ??? ???? ???? 2020? 38.4%?? 2021? 48.7%? 10.3%p ????. ??? ?? ?? 1.2%p ??? 8.9%? ??? 3?? ???.

?? ??? 2020???? ?? ??? ?? 2? ?????, ???? 4??? ????. 5? ???(6.4%)? ??? 2.4%p? ????.

?? ?? ??? ???? ?? ?? ??? 3?(LG??????·??SDI·SK?)? ???. ?? ??? ???? ??? ??? ??? ??? ?? ???? 2020? 52.4%?? 2021? 57.0%? 4.6%p ???? ?? 1? ??? ???.

??? ??? ??? ??? ???? ?? ??? ?? ??? ??? ?? ???? ?? ? ??? ??? ??? ???? ???? 2020? 34.7%?? 2021? 30.4%? 4.3%p ???.

??? ??? ?????? “? ??? ????? ??? ???? ????? ?? ??? ?·? ???·??? ??? ???? ??”?? “? ?? ?? ??? ??? ?? ??? ??·????? ? ???? ??? ?? ????? ???? ??”? ????.

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