| Pros | Cons |
|---|---|
| - 전기차 판매 성장 : 보급률 8.2% 기대 - 한국 2차전지 밸류 체인 - 미국 USMCA 정책 발효 - 북미시장 전기 픽업트럭 생산 보급 본격화 | - 리튬 수급 타이트 - 원자재 가격 오름세 - 주요 완성차 업체 리콜 이슈 -> 배터리 업체 충당금 이슈 - 글로벌 완성차 업체의 LFP 배터리 적용 확산 -> 한국 2차전지 생태계 위협 |
[Why 2차전지?]
3대 배터리 시장
(https://www.fnnews.com/news/202007011808476997)
(https://biz.chosun.com/site/data/html_dir/2020/02/13/2020021302916.html)
EV
(https://www.hani.co.kr/arti/science/future/1029869.html)
(https://tech.hyundaimotorgroup.com/kr/article/will-electric-cars-dominate/)
- 의문 한가지 : 전기차를 운행하는데 드는 전기 생산도 친환경적인가?
(https://www.joongang.co.kr/article/25013670#home)
(https://www.edaily.co.kr/news/read?newsId=02099206632268568&mediaCodeNo=257&OutLnkChk=Y%22)
(https://www.sedaily.com/NewsVIew/22LAAPVKZG)
(https://newsroom.posco.com/kr/%ED%8F%AC%EC%8A%A4%EC%BD%94-2%EC%B0%A8%EC%A0%84%EC%A7%80-%ED%95%B5%EC%8B%AC-%EC%96%91%EA%B7%B9%EC%9E%AC-high-high%EB%8B%88%EC%BC%88/)
(https://tjwnsdnjs.tistory.com/17)
(https://securities.miraeasset.com/bbs/maildownload/2021112916183909_154)
(https://post.naver.com/viewer/postView.nhn?volumeNo=14678354&memberNo=23315462)
ESS
(https://www.lgensol.com/kr/business-ess-battery)
(http://www.energycenter.co.kr/news/articleView.html?idxno=1406)
[What is 2차전지?]
1차전지 vs. 2차전지
(https://m.blog.naver.com/roboholic84/221147839860)
2차전지 구성요소
양극재 소재
(https://newsroom.posco.com/kr/%ED%8F%AC%EC%8A%A4%EC%BD%94-2%EC%B0%A8%EC%A0%84%EC%A7%80-%ED%95%B5%EC%8B%AC-%EC%96%91%EA%B7%B9%EC%9E%AC-high-high%EB%8B%88%EC%BC%88/)
(https://blog.daum.net/spp5908/12475)
(https://www.edaily.co.kr/news/read?newsId=02040166625672488&mediaCodeNo=257)
배터리 형태
(https://2sideline.tistory.com/112)
(https://www.mk.co.kr/news/it/view/2021/03/290687/)
(https://www.news1.kr/articles/?4242995)
[Who makes 2차전지?]
배터리 셀 시장점유율
(https://rollingcoin.tistory.com/60)
(https://www.donga.com/news/Economy/article/all/20200507/100954104/1)
(https://www.joongang.co.kr/article/25069443#home)
(https://www.yna.co.kr/view/GYH20200331003400044)
(http://www.greenpostkorea.co.kr/news/articleView.html?idxno=116104)
(https://www.chosun.com/economy/auto/2022/04/25/3H3H65THNFFF7IX3HVJXKR72WA/)
(https://www.yna.co.kr/view/AKR20220207048500003)
(https://mobile.newsis.com/view.html?ar_id=NISX20220214_0001758657)
(https://www.hankyung.com/finance/article/202101265482i)
2차전지 밸류체인
(https://securities.miraeasset.com/bbs/maildownload/2021112916183909_154)
(https://investraveler.tistory.com/109)
[2차전지 관련 ETF]
LIT US
(https://securities.miraeasset.com/bbs/maildownload/2021112916183909_154)
앨버말
(https://www.hankyung.com/finance/article/202110277188i)
[More on 2차전지]
전고체 배터리
전기차 충전 인프라 관련 투자
[References]
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