{"id":33918,"date":"2025-06-19T14:43:13","date_gmt":"2025-06-19T05:43:13","guid":{"rendered":"https:\/\/www.marketresearch.co.jp\/insights\/?p=33918"},"modified":"2026-09-13T20:48:27","modified_gmt":"2026-09-13T11:48:27","slug":"lead-market-mordor","status":"publish","type":"post","link":"https:\/\/www.marketresearch.co.jp\/insights\/lead-market-mordor\/","title":{"rendered":"\u925b\u5e02\u5834\u898f\u6a21\u30fb\u30b7\u30a7\u30a2\u5206\u6790\u30fc\u6210\u9577\u30c8\u30ec\u30f3\u30c9\u3068\u4e88\u6e2c (2026\u5e74\uff5e2031\u5e74)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2026\/01\/lead-market-1767179025081-major-players.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2026\/01\/lead-market-size-image-1767178643376.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">1. \u306f\u3058\u3081\u306b<\/p>\n<ul>\n<li class=\"toc-level-2\">1.1 \u8abf\u67fb\u306e\u524d\u63d0\u3068\u5e02\u5834\u306e\u5b9a\u7fa9<\/li>\n<li class=\"toc-level-2\">1.2 \u8abf\u67fb\u7bc4\u56f2<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">2. \u8abf\u67fb\u65b9\u6cd5<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">3. \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30b5\u30de\u30ea\u30fc<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">4. \u5e02\u5834\u6982\u6cc1<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \u5e02\u5834\u6982\u8981<\/li>\n<li class=\"toc-level-2\">4.2 \u5e02\u5834\u306e\u63a8\u9032\u8981\u56e0\n<ul>\n<li class=\"toc-level-3\">4.2.1 \u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304a\u3088\u30735G\u30d0\u30c3\u30af\u30a2\u30c3\u30d7\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u306e\u925b\u84c4\u96fb\u6c60\u9700\u8981\u306e\u6025\u5897<\/li>\n<li class=\"toc-level-3\">4.2.2 \u65b0\u8208\u30a2\u30b8\u30a2\u306b\u304a\u3051\u308b\u4f4e\u901fEV\uff08\u96fb\u52d5\u30ea\u30ad\u30b7\u30e3\u3001\u30b4\u30eb\u30d5\u30ab\u30fc\u30c8\uff09\u306e\u518d\u8208<\/li>\n<li class=\"toc-level-3\">4.2.3 EU\u304a\u3088\u3073\u7c73\u56fd\u306e\u30d0\u30c3\u30c6\u30ea\u30fc\u898f\u5236\u306b\u304a\u3051\u308b\u6700\u4f4e\u30ea\u30b5\u30a4\u30af\u30eb\u542b\u6709\u91cf\u7fa9\u52d9\u5316\u898f\u5247<\/li>\n<li class=\"toc-level-3\">4.2.4 \u591a\u91d1\u5c5e\u7cbe\u932c\u6240\u306e\u6539\u4fee\u306b\u3088\u308b\u6f5c\u5728\u7684\u306a\u4e00\u6b21\u925b\u751f\u7523\u80fd\u529b\u306e\u89e3\u653e<\/li>\n<li class=\"toc-level-3\">4.2.5 \u4e2d\u56fd\u306e\u30b9\u30af\u30e9\u30c3\u30d7\u30d9\u30fc\u30b9\u306e\u300c\u90fd\u5e02\u9271\u5c71\u300d\u4e8c\u6b21\u925b\u88dc\u52a9\u91d1<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.3 \u5e02\u5834\u306e\u963b\u5bb3\u8981\u56e0\n<ul>\n<li class=\"toc-level-3\">4.3.1 OEM\u306b\u3088\u308b\u30ea\u30f3\u9178\u9244\u30ea\u30c1\u30a6\u30e0\u30b9\u30bf\u30fc\u30bf\u30fc\u30d0\u30c3\u30c6\u30ea\u30fc\u3078\u306e\u79fb\u884c\u52a0\u901f<\/li>\n<li class=\"toc-level-3\">4.3.2 \u53b3\u683c\u306aPFAS\u5236\u9650\u306b\u3088\u308b\u925b\u88fd\u932c\u6240\u306e\u64cd\u696d\u30b3\u30b9\u30c8\u4e0a\u6607<\/li>\n<li class=\"toc-level-3\">4.3.3 \u6162\u6027\u7684\u306a\u7cbe\u9271\u54c1\u4f4d\u306e\u4f4e\u4e0b\u306b\u3088\u308b\u8a2d\u5099\u6295\u8cc7\u30a4\u30f3\u30d5\u30ec<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u5206\u6790<\/li>\n<li class=\"toc-level-2\">4.5 \u30dd\u30fc\u30bf\u30fc\u306e5\u3064\u306e\u529b\n<ul>\n<li class=\"toc-level-3\">4.5.1 \u65b0\u898f\u53c2\u5165\u306e\u8105\u5a01<\/li>\n<li class=\"toc-level-3\">4.5.2 \u8cb7\u3044\u624b\u306e\u4ea4\u6e09\u529b<\/li>\n<li class=\"toc-level-3\">4.5.3 \u4f9b\u7d66\u8005\u306e\u4ea4\u6e09\u529b<\/li>\n<li class=\"toc-level-3\">4.5.4 \u4ee3\u66ff\u54c1\u306e\u8105\u5a01<\/li>\n<li class=\"toc-level-3\">4.5.5 \u7af6\u4e89\u306e\u7a0b\u5ea6<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \u5e02\u5834\u898f\u6a21\u3068\u6210\u9577\u4e88\u6e2c<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \u7528\u9014\n<ul>\n<li class=\"toc-level-3\">5.1.1 \u5f3e\u85ac<\/li>\n<li class=\"toc-level-3\">5.1.2 \u96fb\u6c60<\/li>\n<li class=\"toc-level-3\">5.1.3 \u5efa\u8a2d<\/li>\n<li class=\"toc-level-3\">5.1.4 \u96fb\u5b50\u6a5f\u5668<\/li>\n<li class=\"toc-level-3\">5.1.5 \u6d77\u6d0b<\/li>\n<li class=\"toc-level-3\">5.1.6 \u914d\u7ba1<\/li>\n<li class=\"toc-level-3\">5.1.7 \u305d\u306e\u4ed6\u306e\u7528\u9014\uff08\u906e\u853d\u3001\u5316\u5b66\u51e6\u7406\u306a\u3069\uff09<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \u4f9b\u7d66\u6e90\n<ul>\n<li class=\"toc-level-3\">5.2.1 \u4e00\u6b21\uff08\u63a1\u6398\uff09<\/li>\n<li class=\"toc-level-3\">5.2.2 \u4e8c\u6b21\uff08\u30ea\u30b5\u30a4\u30af\u30eb\uff09<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \u88fd\u54c1\u5f62\u614b\n<ul>\n<li class=\"toc-level-3\">5.3.1 \u7cbe\u88fd\u925b\uff08\u30a4\u30f3\u30b4\u30c3\u30c8\uff09<\/li>\n<li class=\"toc-level-3\">5.3.2 \u925b\u5408\u91d1<\/li>\n<li class=\"toc-level-3\">5.3.3 \u9178\u5316\u925b\u304a\u3088\u3073\u5316\u5b66\u54c1<\/li>\n<li class=\"toc-level-3\">5.3.4 \u925b\u7cbe\u9271<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u7523\u696d\n<ul>\n<li class=\"toc-level-3\">5.4.1 \u81ea\u52d5\u8eca<\/li>\n<li class=\"toc-level-3\">5.4.2 \u30a8\u30cd\u30eb\u30ae\u30fc\u30fb\u516c\u76ca\u4e8b\u696d<\/li>\n<li class=\"toc-level-3\">5.4.3 \u5de5\u696d\u88fd\u9020<\/li>\n<li class=\"toc-level-3\">5.4.4 \u5efa\u8a2d\u30fb\u30a4\u30f3\u30d5\u30e9<\/li>\n<li class=\"toc-level-3\">5.4.5 \u5bb6\u5ead\u7528\u96fb\u5316\u88fd\u54c1<\/li>\n<li class=\"toc-level-3\">5.4.6 \u9632\u885b<\/li>\n<li class=\"toc-level-3\">5.4.7 \u6d77\u4e8b<\/li>\n<li class=\"toc-level-3\">5.4.8 \u305d\u306e\u4ed6\u306e\u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u7523\u696d\uff08\u5316\u5b66\u54c1\u306a\u3069\uff09<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \u5730\u57df\n<ul>\n<li class=\"toc-level-3\">5.5.1 \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<\/li>\n<li class=\"toc-level-4\">5.5.1.1 \u4e2d\u56fd<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \u30a4\u30f3\u30c9<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \u65e5\u672c<\/li>\n<li class=\"toc-level-4\">5.5.1.4 \u97d3\u56fd<\/li>\n<li class=\"toc-level-4\">5.5.1.5 ASEAN\u8af8\u56fd<\/li>\n<li class=\"toc-level-4\">5.5.1.6 \u305d\u306e\u4ed6\u306e\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df<\/li>\n<li class=\"toc-level-3\">5.5.2 \u5317\u7c73<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \u7c73\u56fd<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \u30ab\u30ca\u30c0<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \u30e1\u30ad\u30b7\u30b3<\/li>\n<li class=\"toc-level-3\">5.5.3 \u30e8\u30fc\u30ed\u30c3\u30d1<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \u30c9\u30a4\u30c4<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \u82f1\u56fd<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \u30d5\u30e9\u30f3\u30b9<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \u30a4\u30bf\u30ea\u30a2<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \u30ed\u30b7\u30a2<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \u305d\u306e\u4ed6\u306e\u30e8\u30fc\u30ed\u30c3\u30d1\u5730\u57df<\/li>\n<li class=\"toc-level-3\">5.5.4 \u5357\u7c73<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \u30d6\u30e9\u30b8\u30eb<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \u30a2\u30eb\u30bc\u30f3\u30c1\u30f3<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \u305d\u306e\u4ed6\u306e\u5357\u7c73\u5730\u57df<\/li>\n<li class=\"toc-level-3\">5.5.5 \u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \u30a2\u30e9\u30d6\u9996\u9577\u56fd\u9023\u90a6<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \u5357\u30a2\u30d5\u30ea\u30ab<\/li>\n<li class=\"toc-level-4\">5.5.5.4 \u30a8\u30b8\u30d7\u30c8<\/li>\n<li class=\"toc-level-4\">5.5.5.5 \u305d\u306e\u4ed6\u306e\u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab\u5730\u57df<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \u7af6\u5408\u72b6\u6cc1<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \u5e02\u5834\u96c6\u4e2d\u5ea6<\/li>\n<li class=\"toc-level-2\">6.2 \u6226\u7565\u7684\u52d5\u5411<\/li>\n<li class=\"toc-level-2\">6.3 \u5e02\u5834\u30b7\u30a7\u30a2(%)\uff0f\u30e9\u30f3\u30ad\u30f3\u30b0\u5206\u6790<\/li>\n<li class=\"toc-level-2\">6.4 \u4f01\u696d\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb (\u30b0\u30ed\u30fc\u30d0\u30eb\u30ec\u30d9\u30eb\u306e\u6982\u8981\u3001\u5e02\u5834\u30ec\u30d9\u30eb\u306e\u6982\u8981\u3001\u4e3b\u8981\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u5165\u624b\u53ef\u80fd\u306a\u8ca1\u52d9\u60c5\u5831\u3001\u6226\u7565\u60c5\u5831\u3001\u4e3b\u8981\u4f01\u696d\u306e\u5e02\u5834\u30e9\u30f3\u30af\/\u30b7\u30a7\u30a2\u3001\u88fd\u54c1\u30fb\u30b5\u30fc\u30d3\u30b9\u3001\u6700\u8fd1\u306e\u52d5\u5411\u3092\u542b\u3080)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Battery Solutions LLC<\/li>\n<li class=\"toc-level-3\">6.4.2 Canadian Metal North America Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.3 The Doe Run Company<\/li>\n<li class=\"toc-level-3\">6.4.4 East Penn Manufacturing Company<\/li>\n<li class=\"toc-level-3\">6.4.5 Ecobat<\/li>\n<li class=\"toc-level-3\">6.4.6 EnerSys<\/li>\n<li class=\"toc-level-3\">6.4.7 Glencore<\/li>\n<li class=\"toc-level-3\">6.4.8 Gravita India Ltd<\/li>\n<li class=\"toc-level-3\">6.4.9 Guangxi Nonferrous Metals<\/li>\n<li class=\"toc-level-3\">6.4.10 Korea Zinc<\/li>\n<li class=\"toc-level-3\">6.4.11 Nyrstar<\/li>\n<li class=\"toc-level-3\">6.4.12 Teck Resources Limited<\/li>\n<li class=\"toc-level-3\">6.4.13 Terrapure BR Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 Umicore<\/li>\n<li class=\"toc-level-3\">6.4.15 Vedanta Resources (Hindustan Zinc)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">7. \u5e02\u5834\u6a5f\u4f1a\u3068\u5c06\u6765\u5c55\u671b<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u925b\u5e02\u5834\u306e\u6982\u8981\u3001\u9700\u8981\u4e88\u6e2c\u3001\u696d\u754c\u898f\u6a21\u3001\u5206\u6790\u306b\u95a2\u3059\u308b\u8a73\u7d30\u306a\u8981\u7d04\u3092\u4ee5\u4e0b\u306b\u793a\u3057\u307e\u3059\u3002<\/p>\n<p>\u925b\u5e02\u5834\u306e\u6982\u8981\uff1a\u6210\u9577\u30c8\u30ec\u30f3\u30c9\u3068\u4e88\u6e2c\uff082026\u5e74\uff5e2031\u5e74\uff09<\/p>\n<p>\u672c\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u925b\u5e02\u5834\u306e\u898f\u6a21\u3001\u30b7\u30a7\u30a2\u3001\u6210\u9577\u30c8\u30ec\u30f3\u30c9\u3001\u304a\u3088\u30732026\u5e74\u304b\u30892031\u5e74\u307e\u3067\u306e\u4e88\u6e2c\u3092\u8a73\u7d30\u306b\u5206\u6790\u3057\u3066\u3044\u307e\u3059\u3002\u5e02\u5834\u306f\u3001\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\uff08\u5f3e\u85ac\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u3001\u5efa\u8a2d\u3001\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u306a\u3069\uff09\u3001\u4f9b\u7d66\u6e90\uff08\u4e00\u6b21\u3001\u4e8c\u6b21\uff09\u3001\u88fd\u54c1\u5f62\u614b\uff08\u7cbe\u88fd\u925b\u3001\u925b\u5408\u91d1\u306a\u3069\uff09\u3001\u6700\u7d42\u7528\u9014\u7523\u696d\uff08\u81ea\u52d5\u8eca\u3001\u5de5\u696d\u88fd\u9020\u306a\u3069\uff09\u3001\u304a\u3088\u3073\u5730\u57df\uff08\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u3001\u5317\u7c73\u3001\u30e8\u30fc\u30ed\u30c3\u30d1\u3001\u5357\u7c73\u3001\u4e2d\u6771\u30fb\u30a2\u30d5\u30ea\u30ab\uff09\u306b\u3088\u3063\u3066\u30bb\u30b0\u30e1\u30f3\u30c8\u5316\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u5e02\u5834\u4e88\u6e2c\u306f\u3001\u91cf\uff08\u30c8\u30f3\uff09\u3067\u63d0\u4f9b\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u4e3b\u8981\u30c7\u30fc\u30bf<\/p>\n<p>*   \u8abf\u67fb\u671f\u9593: 2021\u5e74 &#8211; 2031\u5e74<br \/>\n*   \u5e02\u5834\u898f\u6a21\uff082026\u5e74\uff09: 1,708\u4e07\u30c8\u30f3<br \/>\n*   \u5e02\u5834\u898f\u6a21\uff082031\u5e74\uff09: 1,889\u4e07\u30c8\u30f3<br \/>\n*   \u6210\u9577\u7387\uff082026\u5e74 &#8211; 2031\u5e74\uff09: \u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff092.04%<br \/>\n*   \u6700\u3082\u6025\u901f\u306b\u6210\u9577\u3059\u308b\u5e02\u5834: \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<br \/>\n*   \u6700\u5927\u306e\u5e02\u5834: \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<br \/>\n*   \u5e02\u5834\u96c6\u4e2d\u5ea6: \u4f4e\u3044<br \/>\n*   \u4e3b\u8981\u4f01\u696d: Glencore\u3001KOREAZINC\u3001Teck Resources Limited\u3001Vedanta Resources Limited\u3001Nyrstar<\/p>\n<p>\u5e02\u5834\u5206\u6790<\/p>\n<p>\u925b\u5e02\u5834\u306f\u30012026\u5e74\u306b\u306f1,708\u4e07\u30c8\u30f3\u3068\u63a8\u5b9a\u3055\u308c\u30012031\u5e74\u306b\u306f1,889\u4e07\u30c8\u30f3\u306b\u9054\u3057\u3001\u4e88\u6e2c\u671f\u9593\u4e2d\u306b2.04%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306eUPS\u9700\u8981\u3001\u65b0\u8208\u30a2\u30b8\u30a2\u306b\u304a\u3051\u308b\u4f4e\u901fEV\u306e\u666e\u53ca\u3001\u304a\u3088\u3073\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u30df\u30c3\u30af\u30b9\u306b\u304a\u3051\u308b\u30d0\u30c3\u30c6\u30ea\u30fc\u306e81.02%\u3068\u3044\u3046\u652f\u914d\u7684\u306a\u30b7\u30a7\u30a2\u304c\u3001\u30ea\u30c1\u30a6\u30e0\u5316\u5b66\u304c\u6ce8\u76ee\u3092\u96c6\u3081\u308b\u4e2d\u3067\u3082\u3001\u7cbe\u88fd\u91d1\u5c5e\u306b\u3068\u3063\u3066\u5b89\u5b9a\u3057\u305f\u4fa1\u683c\u306b\u5de6\u53f3\u3055\u308c\u306a\u3044\u8ca9\u8def\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e8c\u6b21\u4f9b\u7d66\u306f\u3059\u3067\u306b\u4e16\u754c\u306e\u751f\u7523\u91cf\u306e62.65%\u3092\u5360\u3081\u3066\u304a\u308a\u30012031\u5e74\u307e\u3067\u306b85%\u306e\u30ea\u30b5\u30a4\u30af\u30eb\u542b\u6709\u91cf\u3092\u7fa9\u52d9\u4ed8\u3051\u308bEU\u898f\u52472023\/1542\u306f\u3001\u30b9\u30af\u30e9\u30c3\u30d7\u30d9\u30fc\u30b9\u306e\u539f\u6599\u306e2.29%\u306eCAGR\u3092\u52a0\u901f\u3055\u305b\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u7cbe\u9271\u54c1\u4f4d\u306e\u4f4e\u4e0b\u3068\u5e74\u959315%\u306e\u8a2d\u5099\u6295\u8cc7\u30a4\u30f3\u30d5\u30ec\u306b\u60a9\u3080\u4e00\u6b21\u63a1\u6398\u3092\u4e0a\u56de\u308b\u6210\u9577\u3067\u3059\u3002\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u306f\u3001\u30a4\u30f3\u30c9\u306e\u96fb\u52d5\u30ea\u30ad\u30b7\u30e3\u3001\u4e2d\u56fd\u306e\u90fd\u5e02\u9271\u5c71\u88dc\u52a9\u91d1\u3001ASEAN\u306e\u30e9\u30a4\u30c9\u30d8\u30a4\u30ea\u30f3\u30b0\u7269\u6d41\u306b\u652f\u3048\u3089\u308c\u3001\u91cf\u306e51.28%\u3092\u5360\u3081\u30012.99%\u306eCAGR\u3067\u5e02\u5834\u3092\u727d\u5f15\u3057\u3066\u3044\u307e\u3059\u3002\u4e0a\u4f4d5\u793e\u304c\u7cbe\u88fd\u80fd\u529b\u306e\u7d0435%\u3092\u652f\u914d\u3059\u308b\u4e2d\u7a0b\u5ea6\u306e\u7af6\u4e89\u5f37\u5ea6\u306f\u3001\u9589\u30eb\u30fc\u30d7\u6e7f\u5f0f\u51b6\u91d1\u6280\u8853\u3092\u5c55\u958b\u3057\u3001\u3088\u308a\u4f4e\u3044\u30a8\u30cd\u30eb\u30ae\u30fc\u5f37\u5ea6\u306799%\u306e\u925b\u3092\u56de\u53ce\u3059\u308b\u5782\u76f4\u7d71\u5408\u578b\u30ea\u30b5\u30a4\u30af\u30eb\u696d\u8005\u306b\u6709\u5229\u306b\u50cd\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e3b\u8981\u306a\u30ec\u30dd\u30fc\u30c8\u306e\u30dd\u30a4\u30f3\u30c8<\/p>\n<p>*   \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225: 2025\u5e74\u306b\u306f\u925b\u84c4\u96fb\u6c60\u304c\u925b\u5e02\u5834\u306e81.02%\u3092\u5360\u3081\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u52d5\u529b\u7528\u30d0\u30c3\u30c6\u30ea\u30fc\u306e\u30b7\u30a7\u30a2\u306f\u3001\u4e88\u6e2c\u671f\u9593\u4e2d\uff082026\u5e74\uff5e2031\u5e74\uff09\u306b3.05%\u306e\u6700\u901fCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u4f9b\u7d66\u6e90\u5225: 2025\u5e74\u306b\u306f\u4e8c\u6b21\uff08\u30ea\u30b5\u30a4\u30af\u30eb\uff09\u304c\u925b\u5e02\u5834\u30b7\u30a7\u30a2\u306e62.65%\u3092\u5360\u3081\u30012.29%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u88fd\u54c1\u5f62\u614b\u5225: 2025\u5e74\u306b\u306f\u7cbe\u88fd\u925b\u304c\u91cf\u306e54.18%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001\u9178\u5316\u925b\u304a\u3088\u3073\u925b\u5316\u5b66\u54c1\u306f2031\u5e74\u307e\u3067\u306b3.02%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u614b\u52e2\u306b\u3042\u308a\u307e\u3059\u3002<br \/>\n*   \u6700\u7d42\u7528\u9014\u7523\u696d\u5225: 2025\u5e74\u306e\u9700\u8981\u306e48.45%\u3092\u81ea\u52d5\u8eca\u304c\u5360\u3081\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u304a\u3088\u3073\u516c\u76ca\u4e8b\u696d\u306f3.19%\u306e\u6700\u901fCAGR\u3092\u8a18\u9332\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5730\u57df\u5225: 2025\u5e74\u306b\u306f\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304c\u925b\u5e02\u5834\u306e51.28%\u3092\u5360\u3081\u30012.04%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e16\u754c\u306e\u925b\u5e02\u5834\u306e\u30c8\u30ec\u30f3\u30c9\u3068\u6d1e\u5bdf<\/p>\n<p>\u63a8\u9032\u8981\u56e0<\/p>\n<p>1.  \u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304a\u3088\u30735G\u30d0\u30c3\u30af\u30a2\u30c3\u30d7\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u306e\u925b\u84c4\u96fb\u6c60\u9700\u8981\u306e\u6025\u5897:<br \/>\n    \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u65bd\u8a2d\u306f2026\u5e74\u307e\u3067\u306b\u96fb\u529b\u6d88\u8cbb\u91cf\u30921,000TWh\u306b\u500d\u5897\u3055\u305b\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u3053\u308c\u306fVRLA UPS\u30b9\u30c8\u30ea\u30f3\u30b0\u7528\u306e\u5e74\u959312\u4e07\uff5e15\u4e07\u30c8\u30f3\u306e\u8ffd\u52a0\u925b\u9700\u8981\u306b\u76f8\u5f53\u3057\u307e\u3059\u3002VRLA UPS\u306f\u3001\u30ea\u30c1\u30a6\u30e0\u306e\u9632\u706b\u5bfe\u7b56\u304c\u8a2d\u5099\u6295\u8cc7\u306bkWh\u3042\u305f\u308a50\uff5e80\u7c73\u30c9\u30eb\u3092\u8ffd\u52a0\u3059\u308b\u305f\u3081\u3001\u4f9d\u7136\u3068\u3057\u3066\u597d\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u30a4\u30f3\u30c9\u3084\u6771\u5357\u30a2\u30b8\u30a2\u306e\u901a\u4fe1\u4e8b\u696d\u8005\u3082\u540c\u69d8\u306e\u50be\u5411\u3092\u793a\u3057\u3066\u304a\u308a\u3001Bharti Airtel\u306f2025\u5e74\u306b5,000\u306e\u90fd\u5e02\u306b\u925b\u84c4\u96fb\u6c60\u3092\u642d\u8f09\u3057\u305f5G\u30bf\u30ef\u30fc\u3092\u8a2d\u7f6e\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u4ea4\u63db\u30b3\u30b9\u30c8\u306e\u4f4e\u3055\u3068\u6210\u719f\u3057\u305f\u9006\u7269\u6d41\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u7406\u7531\u3068\u3057\u3066\u3044\u307e\u3059\u3002OEM\u4fdd\u8a3c\u304c\u6700\u65b0\u306eVRLA\u8a2d\u8a08\u306715\u5e74\u306b\u5ef6\u9577\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3082\u3001\u5207\u308a\u66ff\u3048\u30b3\u30b9\u30c8\u3092\u3055\u3089\u306b\u9ad8\u3081\u3066\u3044\u307e\u3059\u3002\u7c73\u56fd\u304a\u3088\u3073EU\u306e\u5b89\u5168\u898f\u5236\u5f53\u5c40\u306f\u3001\u30ea\u30c1\u30a6\u30e0\u306e\u71b1\u66b4\u8d70\u30ea\u30b9\u30af\u3092\u6307\u6458\u3057\u7d9a\u3051\u3066\u304a\u308a\u3001\u5b9f\u7e3e\u306e\u3042\u308b\u925b\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u9078\u597d\u3092\u5f37\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>2.  \u65b0\u8208\u30a2\u30b8\u30a2\u306b\u304a\u3051\u308b\u4f4e\u901fEV\uff08\u96fb\u52d5\u30ea\u30ad\u30b7\u30e3\u3001\u30b4\u30eb\u30d5\u30ab\u30fc\u30c8\uff09\u306e\u518d\u8208:<br \/>\n    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 EU\u304a\u3088\u3073\u7c73\u56fd\u306e\u30d0\u30c3\u30c6\u30ea\u30fc\u898f\u5236\u306b\u304a\u3051\u308b\u30ea\u30b5\u30a4\u30af\u30eb\u542b\u6709\u91cf\u6700\u4f4e\u9650\u5ea6\u7fa9\u52d9\u5316:<br \/>\n    EU\u898f\u52472023\/1542\u306f\u30012031\u5e74\u307e\u3067\u306b85%\u306e\u30ea\u30b5\u30a4\u30af\u30eb\u925b\u542b\u6709\u91cf\u95be\u5024\u3092\u8a2d\u5b9a\u3057\u3066\u304a\u308a\u3001\u30b9\u30af\u30e9\u30c3\u30d7\u30d7\u30ec\u30df\u30a2\u30e0\u306e\u5f15\u304d\u7de0\u3081\uff082025\u5e74\u306b\u306fLME\u30b9\u30dd\u30c3\u30c8\u4fa1\u683c\u309215\uff5e20%\u4e0a\u56de\u308b\uff09\u3001\u304a\u3088\u3073\u30d0\u30c3\u30c6\u30ea\u30fcOEM\u3068\u30ea\u30b5\u30a4\u30af\u30eb\u696d\u8005\u9593\u306e\u8907\u6570\u5e74\u30aa\u30d5\u30c6\u30a4\u30af\u5951\u7d04\u3092\u8a98\u767a\u3057\u3066\u3044\u307e\u3059\u3002\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u5dde\u306e2024\u5e74\u306e\u5145\u96fb\u5f0f\u30d0\u30c3\u30c6\u30ea\u30fc\u30ea\u30b5\u30a4\u30af\u30eb\u6cd5\u6539\u6b63\u306f\u30012028\u5e74\u307e\u3067\u306b\u7523\u696d\u7528\u30e6\u30cb\u30c3\u30c8\u306e95%\u56de\u53ce\u76ee\u6a19\u3092\u91cd\u306d\u3066\u304a\u308a\u3001\u8cc7\u672c\u3092\u56de\u53ce\u7269\u6d41\u306b\u8a98\u5c0e\u3057\u3066\u3044\u307e\u3059\u3002Ecobat\u3084Gravita India\u306e\u3088\u3046\u306a\u5782\u76f4\u7d71\u5408\u578b\u4f01\u696d\u306f\u3001\u88fd\u932c\u3068\u9178\u5316\u7269\u88fd\u9020\u3092\u4e21\u7acb\u3055\u305b\u308b\u3053\u3068\u3067\u5909\u52d5\u3092\u30d8\u30c3\u30b8\u3057\u3001Umicore\u306f\u30a8\u30cd\u30eb\u30ae\u30fc\u4f7f\u7528\u91cf\u309230%\u524a\u6e1b\u3057\u3001\u30d7\u30ec\u30df\u30a2\u30e0\u4fa1\u683c\u3092\u7372\u5f97\u3059\u308b99.9%\u306e\u9589\u30eb\u30fc\u30d7\u6e7f\u5f0f\u51b6\u91d1\u6280\u8853\u3092\u5ba3\u4f1d\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>4.  \u591a\u91d1\u5c5e\u7cbe\u932c\u6240\u306e\u6539\u4fee\u306b\u3088\u308b\u6f5c\u5728\u7684\u306a\u4e00\u6b21\u925b\u751f\u7523\u80fd\u529b\u306e\u89e3\u653e:<br \/>\n    Glencore\u306ePortovesme\u88fd\u932c\u6240\u306f2025\u5e74\u306b\u518d\u7a3c\u50cd\u3057\u3001\u4e9c\u925b\u3068\u925b\u306e\u7cbe\u9271\u3092\u5171\u540c\u51e6\u7406\u3059\u308b\u3053\u3068\u3067\u3001\u5358\u72ec\u56de\u8def\u3068\u6bd4\u8f03\u3057\u3066\u30c8\u30f3\u3042\u305f\u308a\u306e\u30b3\u30b9\u30c8\u309260%\u524a\u6e1b\u3057\u30014\u4e07\u30c8\u30f3\u306e\u751f\u7523\u80fd\u529b\u3092\u56de\u5fa9\u3057\u307e\u3057\u305f\u3002Teck\u306eTrail\u8907\u5408\u65bd\u8a2d\u306f\u73fe\u5728\u3001\u4e9c\u925b\u6b8b\u6e23\u30921\u4e075\u5343\u30c8\u30f3\u306e\u925b\u30b9\u30c8\u30ea\u30fc\u30e0\u306b\u8ee2\u7528\u3057\u3066\u304a\u308a\u3001Korea Zinc\u306eOnsan\u4e8b\u696d\u306f\u591a\u91d1\u5c5e\u539f\u6599\u304b\u308992%\u306e\u91d1\u5c5e\u56de\u53ce\u7387\u3092\u9054\u6210\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u6539\u4fee\u306f\u3001\u5358\u4e00\u91d1\u5c5e\u9271\u5c71\u304c\u62d2\u5426\u3059\u308b\u4f4e\u54c1\u4f4d\u9271\u77f3\u3092\u53ce\u76ca\u5316\u3057\u3001\u30b3\u30b9\u30c8\u30ab\u30fc\u30d6\u3092\u7de9\u548c\u3057\u3001\u30ab\u30ca\u30c0\u3068\u30aa\u30fc\u30b9\u30c8\u30e9\u30ea\u30a2\u3067\u306e\u9271\u5c71\u5bff\u547d\u3092\u5ef6\u3070\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>5.  \u4e2d\u56fd\u306e\u30b9\u30af\u30e9\u30c3\u30d7\u30d9\u30fc\u30b9\u306e\u300c\u90fd\u5e02\u9271\u5c71\u300d\u88dc\u52a9\u91d1\u306b\u3088\u308b\u4e8c\u6b21\u925b\u751f\u7523\u306e\u4fc3\u9032:<br \/>\n    \u4e2d\u56fd\u306e\u90fd\u5e02\u9271\u5c71\u88dc\u52a9\u91d1\u306f\u3001\u4e8c\u6b21\u925b\u306e\u73fe\u91d1\u30b3\u30b9\u30c8\u3092900\u7c73\u30c9\u30eb\/\u30c8\u30f3\u672a\u6e80\u306b\u5727\u7e2e\u3057\u3001\u4e16\u754c\u4e2d\u306b\u30c7\u30d5\u30ec\u5727\u529b\u3092\u8f38\u51fa\u3057\u3066\u3044\u307e\u3059\u3002LME\u4fa1\u683c\u304c2,000\u7c73\u30c9\u30eb\u3092\u4e0b\u56de\u308b\u3068\u3001\u30ab\u30ca\u30c0\u3084\u30aa\u30fc\u30b9\u30c8\u30e9\u30ea\u30a2\u306e\u9ad8\u30b3\u30b9\u30c8\u9271\u5c71\u306f\u751f\u7523\u80fd\u529b\u3092\u505c\u6b62\u3057\u3001\u4e8c\u6b21\u4f9b\u7d66\u306e\u512a\u4f4d\u6027\u3092\u5f37\u5316\u3057\u3001\u925b\u5e02\u5834\u898f\u6a21\u3092\u3088\u308a\u5faa\u74b0\u7684\u306a\u69cb\u9020\u3078\u3068\u62bc\u3057\u9032\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u6291\u5236\u8981\u56e0<\/p>\n<p>1.  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\u925b\u84c4\u96fb\u6c60\u306f2025\u5e74\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u9700\u8981\u306e81.02%\u3092\u5360\u3081\u3001\u52d5\u529b\u7528\u30d0\u30c3\u30c6\u30ea\u30fc\u306e\u30cb\u30c3\u30c1\u5e02\u5834\u306f3.05%\u306eCAGR\u3067\u6210\u9577\u3057\u3001\u925b\u5e02\u5834\u5168\u4f53\u3092\u4e0a\u56de\u308b\u30da\u30fc\u30b9\u3067\u3059\u3002Amazon\u306e\u3088\u3046\u306a\u5009\u5eab\u4e8b\u696d\u8005\u306f2025\u5e74\u306b12\u4e07\u53f0\u306e\u96fb\u52d5\u30d5\u30a9\u30fc\u30af\u30ea\u30d5\u30c8\u3092\u5c0e\u5165\u3057\u307e\u3057\u305f\u304c\u3001\u305d\u306e70%\u306f\u4f9d\u7136\u3068\u3057\u3066\u925b\u30d1\u30c3\u30af\u3067\u7a3c\u50cd\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u30d5\u30ea\u30fc\u30c8\u7ba1\u7406\u8005\u304c\u6163\u308c\u305f\u5145\u96fb\u30d7\u30ed\u30c8\u30b3\u30eb\u3068\u4f4e\u3044\u521d\u671f\u8cbb\u7528\u3092\u91cd\u8996\u3059\u308b\u305f\u3081\u3067\u3059\u3002\u5f3e\u85ac\u306f\u5b89\u5b9a\u3057\u305f3\uff5e4%\u306e\u30b7\u30a7\u30a2\u3092\u7dad\u6301\u3057\u3066\u304a\u308a\u3001\u7c73\u9678\u8ecd\u306f\u925b\u30d5\u30ea\u30fc\u8a13\u7df4\u5f3e\u304c\u666e\u53ca\u3057\u3064\u3064\u3042\u308b\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u5c0f\u706b\u5668\u5f3e\u85ac\u306b1\u4e072\u5343\u30c8\u30f3\u306e\u925b\u3092\u6d88\u8cbb\u3057\u3066\u3044\u307e\u3059\u3002\u5efa\u8a2d\u9700\u8981\u306f\u3001\u65b0\u898f\u75c5\u9662\u306e\u653e\u5c04\u7dda\u906e\u853d\u306b\u95a2\u9023\u3057\u30661.5%\u306e\u7de9\u3084\u304b\u306aCAGR\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u306fRoHS\u5bfe\u5fdc\u306e\u932b-\u9280-\u9285\u5408\u91d1\u304c\u5e83\u304c\u308b\u306b\u3064\u308c\u30668%\u7e2e\u5c0f\u3057\u307e\u3057\u305f\u304c\u3001\u822a\u7a7a\u5b87\u5b99\u306e\u514d\u9664\u306b\u3088\u308a1\u4e075\u5343\u30c8\u30f3\u306e\u30cb\u30c3\u30c1\u5e02\u5834\u304c\u7dad\u6301\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>*   \u4f9b\u7d66\u6e90\u5225: \u4e8c\u6b21\u4f9b\u7d66\u304c\u512a\u4f4d\u6027\u3092\u62e1\u5927<br \/>\n    \u4e8c\u6b21\u6750\u6599\u306f2025\u5e74\u306e\u4f9b\u7d66\u306e62.65%\u3092\u78ba\u4fdd\u3057\u30012031\u5e74\u307e\u3067\u306b2.29%\u306eCAGR\u3067\u5897\u52a0\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u4e00\u6b21\u63a1\u6398\u306e\u7de9\u3084\u304b\u306a\u8ecc\u9053\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002EU\u306e\u5faa\u74b0\u578b\u7d4c\u6e08\u6307\u4ee4\u3060\u3051\u3067\u3082\u300115\u4e07\uff5e20\u4e07\u30c8\u30f3\u304c\u30d0\u30fc\u30b8\u30f3\u91d1\u5c5e\u304b\u3089\u8ee2\u63db\u3055\u308c\u3001\u30ea\u30b5\u30a4\u30af\u30eb\u542b\u6709\u91cf\u304c\u5730\u57df\u751f\u7523\u306e\u30c7\u30d5\u30a9\u30eb\u30c8\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u5317\u7c73\u3067\u306f99%\u306e\u56de\u53ce\u7387\u3092\u9054\u6210\u3057\u3001Ecobat\u306e\u5e74\u959345\u4e07\u30c8\u30f3\u306e\u51e6\u7406\u80fd\u529b\u3092\u652f\u3048\u3066\u3044\u307e\u3059\u3002\u4e00\u6b21\u751f\u7523\u306f\u3001\u30a2\u30d5\u30ea\u30ab\u306e\u4e00\u90e8\u306a\u3069\u30ea\u30b5\u30a4\u30af\u30eb\u30b7\u30b9\u30c6\u30e0\u304c\u9045\u308c\u3066\u3044\u308b\u5730\u57df\u3084\u3001\u7279\u6b8a\u7528\u9014\u306b\u4f7f\u7528\u3055\u308c\u308b\u8d85\u9ad8\u7d14\u5ea6\u30b0\u30ec\u30fc\u30c9\u3067\u95a2\u9023\u6027\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>*   \u88fd\u54c1\u5f62\u614b\u5225: \u7cbe\u88fd\u30a4\u30f3\u30b4\u30c3\u30c8\u304c\u4e2d\u6838\u3092\u7dad\u6301\u3057\u3001\u9178\u5316\u7269\u304c\u6025\u5897<br \/>\n    \u7cbe\u88fd\u925b\uff08\u30a4\u30f3\u30b4\u30c3\u30c8\uff09\u306f2025\u5e74\u306b54.18%\u306e\u30b7\u30a7\u30a2\u3092\u7dad\u6301\u3057\u307e\u3057\u305f\u304c\u3001\u9178\u5316\u7269\u304a\u3088\u3073\u925b\u5316\u5b66\u54c1\u306f3.02%\u306e\u6700\u901fCAGR\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002\u30d0\u30c3\u30c6\u30ea\u30fc\u30b0\u30ec\u30fc\u30c9\u306ePbO\u306f\u30c8\u30f3\u3042\u305f\u308a200\uff5e300\u7c73\u30c9\u30eb\u306e\u30d7\u30ec\u30df\u30a2\u30e0\u3092\u4eab\u53d7\u3057\u3066\u304a\u308a\u3001\u88fd\u932c\u6240\u306e\u4e0b\u6d41\u7d71\u5408\u3092\u4fc3\u9032\u3057\u3066\u3044\u307e\u3059\u3002\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u30d5\u30ea\u30fc\u306e\u30b9\u30bf\u30fc\u30bf\u30fc\u30d0\u30c3\u30c6\u30ea\u30fc\u7528\u30ab\u30eb\u30b7\u30a6\u30e0\u925b\u5408\u91d1\u306f\u3001\u30b9\u30bf\u30fc\u30c8\u30b9\u30c8\u30c3\u30d7\u30b7\u30b9\u30c6\u30e0\u306e\u666e\u53ca\u306b\u3088\u308a\u524d\u5e74\u6bd44%\u6210\u9577\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>*   \u6700\u7d42\u7528\u9014\u7523\u696d\u5225: \u81ea\u52d5\u8eca\u304c\u652f\u914d\u7684\u3001\u516c\u76ca\u4e8b\u696d\u304c\u52a0\u901f<br \/>\n    \u81ea\u52d5\u8eca\u90e8\u9580\u306f2025\u5e74\u306b\u925b\u306e48.45%\u3092\u6d88\u8cbb\u3057\u307e\u3057\u305f\u304c\u3001\u516c\u76ca\u4e8b\u696d\u306e\u8a2d\u5099\u306f\u3001\u5468\u6ce2\u6570\u8abf\u6574\u306e\u305f\u3081\u306bVRLA\u30d0\u30f3\u30af\u3092\u5c0e\u5165\u3059\u308b\u4e8b\u696d\u8005\u306b\u3088\u308a\u30012031\u5e74\u307e\u3067\u306b3.19%\u306e\u6700\u901fCAGR\u3092\u5f62\u6210\u3057\u3066\u3044\u307e\u3059\u3002\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u5dde\u3068\u30c6\u30ad\u30b5\u30b9\u5dde\u306f2025\u5e74\u306b800MWh\u306e\u925b\u84c4\u96fb\u6c60\u8caf\u8535\u3092\u8a2d\u7f6e\u3057\u3001\u5b89\u5168\u30b7\u30b9\u30c6\u30e0\u3092\u542b\u3081\u308b\u3068\u30ea\u30c1\u30a6\u30e0\u3088\u308a40\uff5e50%\u4f4e\u3044kWh\u3042\u305f\u308a150\uff5e200\u7c73\u30c9\u30eb\u3067\u3057\u305f\u3002\u5de5\u696d\u88fd\u9020\u306f\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306eUPS\u3068\u5009\u5eab\u306e\u96fb\u5316\u306b\u3088\u308a\u5e74\u95932.5%\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u3002\u5efa\u8a2d\u306f\u75c5\u9662\u306e\u906e\u853d\u9700\u8981\u306b\u3088\u308a1.8%\u6210\u9577\u3057\u3001\u5bb6\u96fb\u88fd\u54c1\u306fRoHS\u925b\u7981\u6b62\u306e\u62e1\u5927\u306b\u3088\u308a3%\u5f8c\u9000\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5730\u57df\u5206\u6790<\/p>\n<p>*   \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b: 2025\u5e74\u306e\u91cf\u306e51.28%\u3092\u5360\u3081\u30012031\u5e74\u307e\u3067\u306b2.99%\u306e\u30da\u30fc\u30b9\u3067\u6210\u9577\u3057\u307e\u3059\u3002\u4e2d\u56fd\u306e50\u5104\u4eba\u6c11\u5143\u898f\u6a21\u306e\u90fd\u5e02\u9271\u5c71\u88dc\u52a9\u91d1\u30d7\u30ed\u30b0\u30e9\u30e0\u306f\u3001\u56de\u53ce\u7387\u309298%\u306b\u5f15\u304d\u4e0a\u3052\u3001\u4e16\u754c\u306e\u4e8c\u6b21\u751f\u7523\u91cf\u306e55\uff5e60%\u3092\u78ba\u4fdd\u3057\u307e\u3057\u305f\u3002\u30a4\u30f3\u30c9\u306eEMPS\u306f\u4f4e\u901fEV\u88dc\u52a9\u91d1\u3092\u5897\u3084\u3057\u3001\u30ea\u30c1\u30a6\u30e0\u3088\u308a40\uff5e50%\u5b89\u4fa1\u306a\u925b\u30d1\u30c3\u30af\u306b\u4f9d\u5b58\u3059\u308b150\u4e07\u53f0\u306e\u96fb\u52d5\u30ea\u30ad\u30b7\u30e3\u3092\u652f\u63f4\u3057\u3066\u3044\u307e\u3059\u3002ASEAN\u306e\u7269\u6d41\u30d5\u30ea\u30fc\u30c8\u3082\u540c\u69d8\u306e\u30d1\u30bf\u30fc\u30f3\u3092\u793a\u3057\u3001\u65e5\u3005\u306e\u8d70\u884c\u8ddd\u96e2\u304c25km\u672a\u6e80\u306e\u30e9\u30b9\u30c8\u30de\u30a4\u30eb\u914d\u9001\u306b\u4e09\u8f2a\u8eca\u3092\u63a1\u7528\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>*   \u5317\u7c73: 99%\u306e\u30d0\u30c3\u30c6\u30ea\u30fc\u56de\u53ce\u7387\u3068Ecobat\u306e17\u65bd\u8a2d\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306b\u652f\u3048\u3089\u308c\u3066\u3044\u307e\u3059\u3002EPA\u306e\u925b\u30b5\u30fc\u30d3\u30b9\u30e9\u30a4\u30f3\u64a4\u53bb\u306f\u914d\u7ba1\u9700\u8981\u3092\u524a\u6e1b\u3057\u307e\u3059\u304c\u3001\u56de\u53ce\u3055\u308c\u305f\u91d1\u5c5e\u306f\u76f4\u63a5\u88fd\u932c\u6240\u306b\u9001\u3089\u308c\u307e\u3059\u3002Teck\u306eTrail\u7cbe\u932c\u6240\u306f\u4e9c\u925b\u6b8b\u6e23\u304b\u30891\u4e075\u5343\u30c8\u30f3\u3092\u56de\u53ce\u3057\u3066\u3044\u307e\u3059\u3002\u30e1\u30ad\u30b7\u30b3\u306e\u30e2\u30f3\u30c6\u30ec\u30a4\u30d0\u30c3\u30c6\u30ea\u30fc\u30cf\u30d6\u306f\u3001USMCA\u306e\u542b\u6709\u91cf\u898f\u5247\u3092\u6e80\u305f\u3059\u305f\u3081\u306b\u30ea\u30b5\u30a4\u30af\u30eb\u539f\u6599\u3092\u4f7f\u7528\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>*   \u30e8\u30fc\u30ed\u30c3\u30d1: \u30c9\u30a4\u30c4\u306eOEM\u306fLFP\u30b9\u30bf\u30fc\u30bf\u30fc\u3092\u30c6\u30b9\u30c8\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u4f4e\u6e29\u554f\u984c\u304c\u5c55\u958b\u3092\u9045\u3089\u305b\u3066\u3044\u307e\u3059\u3002Ecobat\u306e\u82f1\u56fd\u304a\u3088\u3073\u30c9\u30a4\u30c4\u306e\u30b5\u30a4\u30c8\u306f\u4e3b\u8981\u306aPFAS\u6539\u4fee\u3092\u56de\u907f\u3057\u3001\u4e00\u6b21\u7af6\u5408\u4ed6\u793e\u306b\u5bfe\u3057\u3066\u30c8\u30f3\u3042\u305f\u308a50\uff5e70\u7c73\u30c9\u30eb\u306e\u30b3\u30b9\u30c8\u512a\u4f4d\u6027\u3092\u78ba\u4fdd\u3057\u3066\u3044\u307e\u3059\u3002\u30ed\u30b7\u30a2\u306e\u751f\u7523\u91cf\u306f\u5236\u88c1\u4e0b\u3067\u56fd\u5185\u5e02\u5834\u306b\u8ee2\u7528\u3055\u308c\u3001\u5730\u57df\u306e\u4f9b\u7d66\u30d0\u30e9\u30f3\u30b9\u3092\u4fdd\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>*   \u5357\u7c73: \u30d6\u30e9\u30b8\u30eb\u306e\u4ea4\u63db\u9700\u8981\u306f\u5805\u8abf\u306b\u63a8\u79fb\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>*   \u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab: \u906e\u853d\u304a\u3088\u3073\u30d0\u30c3\u30af\u30a2\u30c3\u30d7\u96fb\u6e90\u3092\u5fc5\u8981\u3068\u3059\u308b\u30a4\u30f3\u30d5\u30e9\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306b\u3088\u308a\u6210\u9577\u3092\u7d4c\u9a13\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u7af6\u4e89\u74b0\u5883<\/p>\n<p>\u925b\u5e02\u5834\u306f\u7d30\u5206\u5316\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u65b0\u8208\u5e02\u5834\u306e\u56de\u53ce\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306b\u306f\u3001\u672a\u958b\u62d3\u306e\u6a5f\u4f1a\u304c\u5b58\u5728\u3057\u307e\u3059\u3002\u5f53\u521d\u30ea\u30c1\u30a6\u30e0\u30ea\u30b5\u30a4\u30af\u30eb\u696d\u8005\u3067\u3042\u3063\u305fRedwood Materials\u306f\u3001\u5171\u6709\u7269\u6d41\u3092\u6d3b\u7528\u3057\u3001\u51e6\u7406\u30b3\u30b9\u30c8\u309225%\u524a\u6e1b\u3059\u308b\u305f\u3081\u306b\u30012025\u5e74\u306b5,000\u30c8\u30f3\u306e\u925b\u84c4\u96fb\u6c60\u30e6\u30cb\u30c3\u30c8\u3092\u51e6\u7406\u3057\u307e\u3057\u305f\u3002Terrapure BR\u3068Battery Solutions LLC\u306f\u3001\u5408\u7406\u5316\u3055\u308c\u305f\u8a31\u53ef\u30d7\u30ed\u30bb\u30b9\u3092\u6301\u3064\u7ba1\u8f44\u533a\u57df\u3067\u4e8b\u696d\u3092\u5c55\u958b\u3057\u3001\u5f93\u6765\u306e\u4fee\u5fa9\u8cac\u4efb\u306b\u60a9\u3080\u65e2\u5b58\u4f01\u696d\u3088\u308a\u3082\u512a\u4f4d\u306b\u7acb\u3063\u3066\u3044\u307e\u3059\u3002PFAS\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30b3\u30b9\u30c8\u3068\u9271\u77f3\u54c1\u4f4d\u306e\u4f4e\u4e0b\u304c\u4e00\u6b21\u751f\u7523\u306e\u30de\u30fc\u30b8\u30f3\u3092\u5727\u8feb\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u7d71\u5408\u3055\u308c\u305f\u30ea\u30b5\u30a4\u30af\u30eb\u80fd\u529b\u3092\u6301\u305f\u306a\u3044\u5c0f\u898f\u6a21\u88fd\u932c\u6240\u306e\u9593\u3067\u7d71\u5408\u304c\u9032\u3080\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u4e3b\u8981\u306a\u696d\u754c\u30ea\u30fc\u30c0\u30fc: Glencore\u3001KOREAZINC\u3001Teck Resources Limited\u3001Vedanta Resources Limited\u3001Nyrstar<\/p>\n<p>\u6700\u8fd1\u306e\u696d\u754c\u52d5\u5411<\/p>\n<p>*   2025\u5e743\u6708: JMJ\u30b0\u30eb\u30fc\u30d7\u306b\u3088\u308a\u3001\u30ab\u30bf\u30fc\u30eb\u306bNafees Batteries\u306e\u65b0\u3057\u3044\u925b\u30d0\u30c3\u30c6\u30ea\u30fc\u30ea\u30b5\u30a4\u30af\u30eb\u5de5\u5834\u304c\u958b\u8a2d\u3055\u308c\u307e\u3057\u305f\u3002\u3053\u306e\u5de5\u5834\u306f\u3001\u5dde\u5168\u4f53\u306e\u6301\u7d9a\u53ef\u80fd\u6027\u3092\u9ad8\u3081\u308b\u8a08\u753b\u306e\u4e00\u74b0\u3068\u3057\u3066\u3001\u4f7f\u7528\u6e08\u307f\u925b\u84c4\u96fb\u6c60\uff08ULAB\uff09\u3092\u9ad8\u7d14\u5ea6\u925b\u5408\u91d1\u306b\u52a0\u5de5\u3057\u307e\u3059\u3002<br \/>\n*   2025\u5e742\u6708: Luminous Power Technologies\u306f\u3001\u30a4\u30f3\u30c9\u5317\u90e8\u306b\u65b0\u3057\u3044\u7523\u696d\u7528\u30d0\u30c3\u30c6\u30ea\u30fc\u5de5\u5834\u3092\u958b\u8a2d\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u65bd\u8a2d\u306f\u3001\u6e7f\u5f0f\u30da\u30fc\u30b9\u30c8\u5145\u586b\u6cd5\u306b\u3088\u308a100%\u7070\u8272\u9178\u5316\u7269\u3092\u5229\u7528\u3059\u308b\u30b0\u30ea\u30fc\u30f3\u6b63\u6975\u677f\u88fd\u9020\u30b7\u30b9\u30c6\u30e0\u3092\u7279\u5fb4\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u5e74\u95931.5GWh\u304b\u30892GWh\u306e\u751f\u7523\u80fd\u529b\u3092\u6301\u3061\u3001\u925b\u84c4\u96fb\u6c60\u304a\u3088\u3073\u4ee3\u66ff\u5316\u5b66\u7269\u8cea\u306e\u305f\u3081\u306e\u6700\u5148\u7aef\u306e\u7814\u7a76\u6240\u3082\u4f75\u8a2d\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u672c\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u4e16\u754c\u306e\u925b\u5e02\u5834\u306b\u95a2\u3059\u308b\u8a73\u7d30\u306a\u5206\u6790\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u925b\uff08Pb\uff09\u306f\u3001\u786b\u5316\u925b\u9271\uff08\u65b9\u925b\u9271\uff09\u3001\u70ad\u9178\u925b\u9271\uff08\u30bb\u30eb\u30b5\u30a4\u30c8\uff09\u3001\u786b\u9178\u925b\u9271\uff08\u30a2\u30f3\u30b0\u30ec\u30b5\u30a4\u30c8\uff09\u306a\u3069\u306e\u63a1\u6398\u3055\u308c\u305f\u9271\u77f3\u3084\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u3001\u30d1\u30a4\u30d7\u306a\u3069\u306e\u30b9\u30af\u30e9\u30c3\u30d7\u304b\u3089\u5f97\u3089\u308c\u308b\u3001\u67d4\u3089\u304b\u304f\u3001\u920d\u304f\u3001\u5c55\u6027\u306e\u3042\u308b\u5316\u5b66\u5143\u7d20\u3067\u3059\u3002\u305d\u306e\u4e3b\u8981\u306a\u7528\u9014\u306f\u925b\u84c4\u96fb\u6c60\u3067\u3042\u308a\u3001\u6b21\u3044\u3067\u9854\u6599\u3001\u5f3e\u85ac\u3001\u30b1\u30fc\u30d6\u30eb\u88ab\u8986\u306a\u3069\u306b\u5229\u7528\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306f\u3001\u7528\u9014\u3001\u4f9b\u7d66\u6e90\u3001\u88fd\u54c1\u5f62\u614b\u3001\u6700\u7d42\u7528\u9014\u7523\u696d\u3001\u304a\u3088\u3073\u5730\u57df\u5225\u306b\u8a73\u7d30\u306b\u30bb\u30b0\u30e1\u30f3\u30c8\u5316\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u6982\u8981\u3068\u4e88\u6e2c<br \/>\n\u4e16\u754c\u306e\u925b\u5e02\u5834\u306f\u30012031\u5e74\u307e\u3067\u306b1,889\u4e07\u30c8\u30f3\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u4e88\u6e2c\u671f\u9593\u4e2d\u306e\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff09\u306f2.04%\u3067\u3059\u3002\u5730\u57df\u5225\u3067\u306f\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304c2025\u5e74\u306e\u5e02\u5834\u91cf\u306e51.28%\u3092\u5360\u3081\u30012031\u5e74\u307e\u3067\u6700\u5927\u306e\u8ca2\u732e\u5730\u57df\u3067\u3042\u308a\u7d9a\u3051\u308b\u3068\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u63a8\u9032\u8981\u56e0<br \/>\n\u5e02\u5834\u306e\u6210\u9577\u3092\u727d\u5f15\u3059\u308b\u4e3b\u306a\u8981\u56e0\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\u3002<br \/>\n*   \u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304a\u3088\u30735G\u30d0\u30c3\u30af\u30a2\u30c3\u30d7\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u306e\u925b\u84c4\u96fb\u6c60\u9700\u8981\u306e\u6025\u5897\u3002<br \/>\n*   \u65b0\u8208\u30a2\u30b8\u30a2\u5e02\u5834\u306b\u304a\u3051\u308b\u4f4e\u901fEV\uff08\u96fb\u52d5\u30ea\u30ad\u30b7\u30e3\u3001\u30b4\u30eb\u30d5\u30ab\u30fc\u30c8\u306a\u3069\uff09\u306e\u518d\u8208\u3002<br \/>\n*   EU\u304a\u3088\u3073\u7c73\u56fd\u306e\u30d0\u30c3\u30c6\u30ea\u30fc\u898f\u5236\u306b\u304a\u3051\u308b\u3001\u30ea\u30b5\u30a4\u30af\u30eb\u542b\u6709\u91cf\u306e\u6700\u4f4e\u57fa\u6e96\u7fa9\u52d9\u5316\u3002<br \/>\n*   \u591a\u91d1\u5c5e\u7cbe\u932c\u6240\u306e\u6539\u4fee\u306b\u3088\u308b\u6f5c\u5728\u7684\u306a\u4e00\u6b21\u925b\u751f\u7523\u80fd\u529b\u306e\u89e3\u653e\u3002<br \/>\n*   \u4e2d\u56fd\u306b\u304a\u3051\u308b\u4e8c\u6b21\u925b\u306b\u5bfe\u3059\u308b\u30b9\u30af\u30e9\u30c3\u30d7\u30d9\u30fc\u30b9\u306e\u300c\u90fd\u5e02\u9271\u5c71\u300d\u88dc\u52a9\u91d1\u3002<\/p>\n<p>\u5e02\u5834\u306e\u6291\u5236\u8981\u56e0<br \/>\n\u4e00\u65b9\u3067\u3001\u5e02\u5834\u306e\u6210\u9577\u3092\u6291\u5236\u3059\u308b\u8981\u56e0\u3082\u5b58\u5728\u3057\u307e\u3059\u3002<br \/>\n*   OEM\u306b\u3088\u308b\u30ea\u30c1\u30a6\u30e0\u9244\u30ea\u30f3\u9178\uff08LFP\uff09\u30b9\u30bf\u30fc\u30bf\u30fc\u30d0\u30c3\u30c6\u30ea\u30fc\u3078\u306e\u79fb\u884c\u52a0\u901f\u3002<br \/>\n*   \u53b3\u683c\u306aPFAS\uff08\u6709\u6a5f\u30d5\u30c3\u7d20\u5316\u5408\u7269\uff09\u898f\u5236\u306b\u3088\u308a\u3001\u925b\u88fd\u932c\u6240\u306e\u904b\u55b6\u30b3\u30b9\u30c8\u304c\u5897\u52a0\uff08\u5317\u7c73\u304a\u3088\u3073EU\u306e\u88fd\u932c\u6240\u3067\u306f\u3001PFAS\u5316\u5b66\u7269\u8cea\u306e\u4ee3\u66ff\u306b\u65bd\u8a2d\u3042\u305f\u308a2,000\u4e07\uff5e3,000\u4e07\u7c73\u30c9\u30eb\u306e\u6295\u8cc7\u304c\u5fc5\u8981\u3068\u306a\u308a\u30011\u30c8\u30f3\u3042\u305f\u308a8\uff5e12\u7c73\u30c9\u30eb\u306e\u30b3\u30b9\u30c8\u5897\u304c\u898b\u8fbc\u307e\u308c\u307e\u3059\uff09\u3002<br \/>\n*   \u7cbe\u9271\u54c1\u4f4d\u306e\u6162\u6027\u7684\u306a\u4f4e\u4e0b\u304c\u8a2d\u5099\u6295\u8cc7\uff08CAPEX\uff09\u306e\u30a4\u30f3\u30d5\u30ec\u3092\u5f15\u304d\u8d77\u3053\u3057\u3066\u3044\u308b\u3053\u3068\u3002<\/p>\n<p>\u4f9b\u7d66\u6e90\u306e\u52d5\u5411<br \/>\n\u925b\u306e\u4f9b\u7d66\u6e90\u306f\u4e00\u6b21\uff08\u63a1\u6398\uff09\u3068\u4e8c\u6b21\uff08\u30ea\u30b5\u30a4\u30af\u30eb\uff09\u306b\u5206\u3051\u3089\u308c\u307e\u3059\u3002\u4e8c\u6b21\u925b\u306e\u4f9b\u7d66\u306f\u3001\u898f\u5236\u306b\u3088\u308b\u30ea\u30b5\u30a4\u30af\u30eb\u542b\u6709\u91cf\u306e\u7fa9\u52d9\u5316\u3068\u4f4e\u3044\u904b\u55b6\u30b3\u30b9\u30c8\u306b\u3088\u308a\u3001\u5e74\u5e73\u5747\u6210\u9577\u73872.29%\u3068\u3001\u4e00\u6b21\u4f9b\u7d66\u306e1.65%\u3088\u308a\u3082\u901f\u3044\u30da\u30fc\u30b9\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u6700\u7d42\u7528\u9014\u7523\u696d<br 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