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寃곕줎: ?뱀닔 ?ㅻ━肄?怨듭젙怨?怨좉컼 留욎땄 媛쒕컻? 媛뺤젏?댁?留? ?꾩쭅 洹쒕え媛 ?묎퀬 ?좎궗??寃利앹씠 ?꾩슂?섎떎
KBG???ㅻ? 紐⑤끂癒? ?ㅻ━肄??대━癒맞룸젅吏???以묎컙?뚯옱? ?ㅻ━移??먯뼱濡쒖젮 ?⑥뿴?щ? 怨듦툒?쒕떎. ?쇳솕?ㅻ??먯꽌 ?대━癒맞룸젅吏꾧퉴吏 ?댁뼱吏???섏쭅 ?듯빀, 怨좉컼 ?붽뎄 臾쇱꽦??留욎텣 諛고빀, ?뚮웾 ?뚯씪???앹궛怨?湲곗닠吏?먯? ?⑥닚 踰붿슜 ?뷀븰???좏넻蹂대떎 吏꾩엯?λ꼍???믩떎. ?ㅻ쭔 湲濡쒕쾶 ????ㅻ━肄??낆껜? 鍮꾧탳?섎㈃ 洹쒕え媛 ?묎퀬, ?먯뼱濡쒖젮 ?ъ뾽? 誘멸뎅 Aspen Aerogels ?쒗뭹??援?궡 ?낆젏 ?좏넻?대씪???몃? 釉뚮옖???섏〈???덈떎.
1. 怨좉컼 ?쒗뭹???뚯옱瑜??ｋ뒗 援ъ“媛 ?듭떖 ?댁옄??
?뚯궗??怨듬룞媛쒕컻쨌NDA쨌怨듬룞?됯?瑜??듯빐 怨좉컼???쒗뭹 援ъ“???먯궗 ?뚯옱瑜??곸슜?쒗궎???쎌씤 ?꾨왂??怨듭떆?쒕떎. ?꾧린?꾩옄쨌?먮룞李㉱룻솕?ν뭹 ?뚯옱??臾쇱꽦, 怨듭젙 ?곹빀?? ?닿뎄??寃利앹쓣 ?듦낵?댁빞 ?섎?濡??쒕쾲 梨꾪깮???뚯옱??援먯껜?먮뒗 ?ъ떆?섍낵 ?앹궛怨듭젙 蹂寃?鍮꾩슜??諛쒖깮?쒕떎. ??怨녹쓽 ?곌뎄?뚯? 珥?18紐낆쓽 ?곌뎄?? 2026??1遺꾧린 ?곌뎄媛쒕컻鍮?4.88?듭썝(留ㅼ텧??9.71%)?????댁옄瑜??룸컺移⑦븳??
2026??1遺꾧린 留ㅼ텧 援ъ꽦? 嫄댁텞???뚯옱媛 ?ы븿???곗뾽??61.5%, ?먯갑쨌肄뷀똿 ???꾧린?꾩옄 ?뚯옱 36.4%, ?먮룞李㉱룸같?곕━쨌?쇱뒪?먯????뚯옱 2.1%?? 留ㅼ텧 ?遺遺꾩? ?꾩쭅 湲곗〈 ?곗뾽?ъ? ?꾧린?꾩옄 ?뚯옱?먯꽌 諛쒖깮?섎ʼn, TIM쨌TRB, PFAS ?泥댁옱, 肄섑깮?몃젋利덉슜 ?뚯옱, LTO ?뚭레?щ뒗 媛쒕컻쨌?뺤옣 湲고쉶?댁? ?꾩옱 ?ㅼ쟻???댁옄濡?媛꾩＜?섏? ?딆븯??
2. ?먯뼱濡쒖젮? 湲곗닠 ?쒕퉬?ㅺ? 媛뺤젏?댁?留?怨듦툒???섏〈???덈떎
2024???몄닔???먯뼱濡쒖젮肄붾━?꾨뒗 Aspen Aerogels??Pyrogel쨌Cryogel??援?궡 ?낆젏 怨듦툒?쒕떎. 怨좎삩쨌珥덉????뚮옖?몄슜 ?쒗뭹???몄쬆 ?곗씠?곗? ?⑥뿴?댁꽍쨌?쒓났而⑥꽕?? 援?궡 4~6媛쒖썡 ?꾨왂?ш퀬???⑷린? 湲곗닠吏??痢〓㈃??李⑤퀎???붿냼?? 諛섎㈃ ?쒗뭹 ?뱁뿀? 湲濡쒕쾶 釉뚮옖?쒖쓽 ?듭떖 沅뚮━??Aspen???덇퀬, 怨꾩빟쨌怨듦툒議곌굔??諛붾뚮㈃ KBG媛 ?듭젣?섍린 ?대젮???꾪뿕?대떎.
3. ?섏씡?깆? 媛쒖꽑?먯?留?留ㅼ텧 ?깆옣蹂대떎 吏덉쓣 遊먯빞 ?쒕떎
| ?щТ 吏?? | 2025?? | 2026??1遺꾧린 | ?댁꽍 |
|---|---|---|---|
| ?곌껐 留ㅼ텧 | 239.21?듭썝 | 53.57?듭썝 | ?꾨뀈 ?숆린 60.85?듭썝 ?鍮?12.0% 媛먯냼 |
| ?곸뾽?댁씡 | 23.26?듭썝 | 7.20?듭썝 | ?꾨뀈 ?숆린 5.21?듭썝 ?鍮?利앷? |
| ?곸뾽?댁씡瑜? | 9.72% | 13.44% | ??섏씡 留ㅼ텧蹂대떎 怨좊?媛 ?뚯옱 鍮꾩쨷 ?뺤씤 ?꾩슂 |
2025?꾧낵 理쒓렐 遺꾧린瑜?議고빀??TTM 留ㅼ텧? ??231.92?듭썝, ?곸뾽?댁씡? 25.25?듭썝, ?곸뾽?댁씡瑜좎? 10.89%?? 留ㅼ텧? 以꾩뿀吏留?遺꾧린 留덉쭊? 媛쒖꽑?먮떎. ?ㅻ쭔 ?먯옱猷뚯쓽 以묎뎅 怨듦툒쨌媛寃? ?섏쑉, 怨좉컼蹂??꾨줈?앺듃 留ㅼ텧, ?좎궗?낆쓽 ?묒궛 ?꾪솚 ?щ????곕씪 遺꾧린 蹂?숈꽦??而ㅼ쭏 ???덈떎.
?먯닔媛 ?щ씪媛?議곌굔
TIM쨌TRB? PFAS ?泥댁옱???묒궛 留ㅼ텧, 怨좉컼蹂?諛섎났 諛쒖＜? ?뚯옱 梨꾪깮 湲곌컙, Aspen ?섏〈?꾨? ??텛???먯껜 ?쒗뭹, 怨좊?媛 ?꾧린?꾩옄 留ㅼ텧 ?뺣?媛 ?뺤씤?섎㈃ ?먯닔瑜??곹뼢?????덈떎.
비판적으로 봐야 할 것
- 1.?먯옱猷뙿룻솚???꾪뿕: ?ㅻ━肄?湲곗큹 ?먮즺瑜??댁쇅?먯꽌 議곕떖?섍퀬 媛寃?蹂?숈쓣 ?덉륫?섍린 ?대졄?? ?먭? ?곸듅遺꾩쓣 怨좉컼?먭쾶 ?꾧??????덈뒗吏 ?뺤씤?댁빞 ?쒕떎.
- 2.怨듦툒???섏〈: ?먯뼱濡쒖젮? Aspen Aerogels???쒗뭹쨌怨꾩빟쨌湲곗닠???섏〈?쒕떎. 援?궡 ?낆젏 ?좏넻沅뚯씠 ?곴뎄?곸씤 ?댁옄???꾨땲??
- 3.?좎궗???ㅽ뻾 ?꾪뿕: TIM쨌TRB, LTO, PFAS ?泥댁옱 ?깆? 湲곗닠 ?ㅻ챸留뚯쑝濡?留ㅼ텧 ?댁옄濡??몄젙?섍린 ?대졄怨??묒궛쨌怨좉컼 梨꾪깮 利앷굅媛 ?꾩슂?섎떎.
- 4.洹쒕え? 怨좉컼 吏묒쨷: ?뚯궗 洹쒕え媛 ?묒븘 ???湲濡쒕쾶 ?낆껜? 媛寃㈑룹씤利?寃쎌웳??????遺덈━?????덉쑝硫? 媛쒕퀎 怨좉컼 怨듬룞媛쒕컻???ㅼ젣 諛섎났留ㅼ텧濡??댁뼱吏?붿? ?뺤씤?댁빞 ?쒕떎.
총평
?뱀닔 ?ㅻ━肄??뚯옱??怨듭젙쨌洹쒖젣쨌怨좉컼 怨듬룞媛쒕컻? 遺꾨챸???댁옄?? ?ㅻ쭔 ?꾩옱 留ㅼ텧? 湲곗〈 ?곗뾽?ъ뿉 吏묒쨷?섍퀬 ?먯뼱濡쒖젮? Aspen ?섏〈???덉뼱, ?좎궗???묒궛怨?諛섎났 諛쒖＜媛 ?뺤씤?섍린 ?꾧퉴吏??以묒긽???섏??쇰줈 ?됯??쒕떎.