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특히 지금까지 관세가 부과되지 않던 배터리 관련 주요 광물은 현재 0%에서 올해 25%로 상향되고, 천연
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사진=연합뉴스) 업계 "미중 갈등 비화되면, 한국 기업 불확실성 고조" 17일 업계에 따르면 핵심 광...
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리튬, 흑연, 니켈 등 공급망 불안을 의식하지 않을 수 없다. 한국 기업에 그렇게 불리하지 않다는 전망은 절반만 ...
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앞서 지난달 13일 정부는 흑연과 희토, 요소 등 185개 공급망 안정품목을 선정해 2030년까지 의존도를 50%...
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이미 중국은 지난 8월 반도체 소재인 게르마늄과 갈륨 수출을 통제하고 지난 1일에는 배터리 핵심 소재인 흑연 수출...
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김 연구원은 "공급자의 감산 기조가 유지되고 있어 유통재고 소진이 가속화되고 있다"며 "세트 고객사도 대부...
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