{"id":42447,"date":"2025-09-10T13:32:00","date_gmt":"2025-09-10T04:32:00","guid":{"rendered":"https:\/\/www.marketresearch.co.jp\/insights\/?p=42447"},"modified":"2026-09-10T23:10:54","modified_gmt":"2026-09-10T14:10:54","slug":"electric-vehicle-battery-anode-market-mordor","status":"publish","type":"post","link":"https:\/\/www.marketresearch.co.jp\/insights\/electric-vehicle-battery-anode-market-mordor\/","title":{"rendered":"EV\u30d0\u30c3\u30c6\u30ea\u30fc\u8ca0\u6975\u5e02\u5834\u306e\u898f\u6a21\u30fb\u30b7\u30a7\u30a2\u5206\u6790\u3068\u6210\u9577\u52d5\u5411\u4e88\u6e2c (2025\u5e74\uff5e2030\u5e74)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2026\/01\/electric-vehicle-battery-anode-market-1755048470322-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\/electric-vehicle-battery-anode-market-size-image-1765803747650.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 \u4e16\u754c\u7684\u306aEV\u751f\u7523\u91cf\u306e\u6025\u5897<\/li>\n<li class=\"toc-level-3\">4.2.2 \u96fb\u6c60\u6750\u6599\u306b\u5bfe\u3059\u308b\u653f\u5e9c\u306e\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u3068\u73fe\u5730\u8abf\u9054\u898f\u5247<\/li>\n<li class=\"toc-level-3\">4.2.3 \u5408\u6210\u9ed2\u925b\u306e\u751f\u7523\u80fd\u529b\u5897\u5f37\u306b\u3088\u308b\u30b3\u30b9\u30c8\u66f2\u7dda\u306e\u4f4e\u4e0b<\/li>\n<li class=\"toc-level-3\">4.2.4 \u4e2d\u56fd\u306e\u9ed2\u925b\u8f38\u51fa\u898f\u5236\u304c\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u591a\u69d8\u5316\u3092\u4fc3\u9032<\/li>\n<li class=\"toc-level-3\">4.2.5 4680\u578b\/\u300c\u7b2c4\u4e16\u4ee3\u300d\u5186\u7b52\u5f62\u30bb\u30eb\u5411\u3051\u9ad8Si\u8907\u5408\u30a2\u30ce\u30fc\u30c9\u3078\u306eOEM\u30b7\u30d5\u30c8<\/li>\n<li class=\"toc-level-3\">4.2.6 \u30bb\u30eb\u5f62\u5f0f\u306e\u79fb\u884c\uff08\u89d2\u5f62\u304b\u3089\u5927\u578b\u5186\u7b52\u5f62\u3078\uff09\u306b\u3088\u308b\u30a2\u30ce\u30fc\u30c9\u8a2d\u8a08\u4ed5\u69d8\u306e\u5909\u66f4<\/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 \u30b7\u30ea\u30b3\u30f3\u306e\u4f53\u7a4d\u81a8\u5f35\u3068\u30b5\u30a4\u30af\u30eb\u5bff\u547d\u306e\u8ab2\u984c<\/li>\n<li class=\"toc-level-3\">4.3.2 \u5408\u6210\u9ed2\u925b\u306b\u5bfe\u3059\u308bESG\u304a\u3088\u3073\u30ab\u30fc\u30dc\u30f3\u30d5\u30c3\u30c8\u30d7\u30ea\u30f3\u30c8\u306e\u7cbe\u67fb<\/li>\n<li class=\"toc-level-3\">4.3.3 \u30ea\u30b5\u30a4\u30af\u30eb\u904e\u5270\u751f\u7523\u80fd\u529b\u306e\u5230\u6765\u306b\u3088\u308b\u65b0\u898f\u6750\u6599\u9700\u8981\u306e\u6291\u5236<\/li>\n<li class=\"toc-level-3\">4.3.4 \u30a2\u30ce\u30fc\u30c9\u30b3\u30fc\u30c6\u30a3\u30f3\u30b0\u6bb5\u968e\u306f\u4f9d\u7136\u3068\u3057\u3066\u4e2d\u56fd\u4e2d\u5fc3\u304c97%\u3002\u5730\u653f\u5b66\u7684\u30ea\u30b9\u30af\u306e\u5897\u5927<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5206\u6790<\/li>\n<li class=\"toc-level-2\">4.5 \u898f\u5236\u74b0\u5883<\/li>\n<li class=\"toc-level-2\">4.6 \u6280\u8853\u7684\u5c55\u671b<\/li>\n<li class=\"toc-level-2\">4.7 \u30dd\u30fc\u30bf\u30fc\u306e5\u3064\u306e\u529b\n<ul>\n<li class=\"toc-level-3\">4.7.1 \u4f9b\u7d66\u8005\u306e\u4ea4\u6e09\u529b<\/li>\n<li class=\"toc-level-3\">4.7.2 \u8cb7\u3044\u624b\u306e\u4ea4\u6e09\u529b<\/li>\n<li class=\"toc-level-3\">4.7.3 \u65b0\u898f\u53c2\u5165\u306e\u8105\u5a01<\/li>\n<li class=\"toc-level-3\">4.7.4 \u4ee3\u66ff\u54c1\u306e\u8105\u5a01<\/li>\n<li class=\"toc-level-3\">4.7.5 \u7af6\u4e89\u306e\u6fc0\u3057\u3055<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.8 \u6295\u8cc7\u3068\u8cc7\u91d1\u8abf\u9054\u306e\u5206\u6790<\/li>\n<li class=\"toc-level-2\">4.9 \u7279\u8a31\u72b6\u6cc1\uff08Si\u3001\u9ed2\u925b\u3001LTO\uff09<\/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 \u30d0\u30c3\u30c6\u30ea\u30fc\u6750\u6599\u30bf\u30a4\u30d7\u5225\n<ul>\n<li class=\"toc-level-3\">5.1.1 \u30b0\u30e9\u30d5\u30a1\u30a4\u30c8<\/li>\n<li class=\"toc-level-3\">5.1.2 \u30b7\u30ea\u30b3\u30f3\u5f37\u5316\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\uff08Si 10%\u307e\u3067\uff09<\/li>\n<li class=\"toc-level-3\">5.1.3 \u9ad8\u30b7\u30ea\u30b3\u30f3\uff08Si 10%\u8d85\uff09\u304a\u3088\u3073SiOx<\/li>\n<li class=\"toc-level-3\">5.1.4 \u30ea\u30c1\u30a6\u30e0\u30c1\u30bf\u30f3\u9178\uff08LTO\uff09<\/li>\n<li class=\"toc-level-3\">5.1.5 \u305d\u306e\u4ed6\u306e\u5148\u9032\u6750\u6599\uff08\u30cf\u30fc\u30c9\u30ab\u30fc\u30dc\u30f3\u3001CNT\u30c9\u30fc\u30d7\u3001\u30b0\u30e9\u30d5\u30a7\u30f3\uff09<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \u30bb\u30eb\u5f62\u5f0f\u5225\n<ul>\n<li class=\"toc-level-3\">5.2.1 \u5186\u7b52\u5f62<\/li>\n<li class=\"toc-level-3\">5.2.2 \u89d2\u5f62<\/li>\n<li class=\"toc-level-3\">5.2.3 \u30d1\u30a6\u30c1\u5f62<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \u8eca\u4e21\u30bf\u30a4\u30d7\u5225\n<ul>\n<li class=\"toc-level-3\">5.3.1 \u4e57\u7528\u8eca<\/li>\n<li class=\"toc-level-3\">5.3.2 \u5c0f\u578b\u5546\u7528\u8eca<\/li>\n<li class=\"toc-level-3\">5.3.3 \u4e2d\u578b\u304a\u3088\u3073\u5927\u578b\u30c8\u30e9\u30c3\u30af<\/li>\n<li class=\"toc-level-3\">5.3.4 \u30d0\u30b9\u304a\u3088\u3073\u30b3\u30fc\u30c1<\/li>\n<li class=\"toc-level-3\">5.3.5 \u4e8c\u8f2a\u8eca\u304a\u3088\u3073\u4e09\u8f2a\u8eca<\/li>\n<li class=\"toc-level-3\">5.3.6 \u30aa\u30d5\u30cf\u30a4\u30a6\u30a7\u30a4\u304a\u3088\u3073\u7279\u6b8aEV<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \u5730\u57df\u5225\n<ul>\n<li class=\"toc-level-3\">5.4.1 \u5317\u7c73<\/li>\n<li class=\"toc-level-4\">5.4.1.1 \u7c73\u56fd<\/li>\n<li class=\"toc-level-4\">5.4.1.2 \u30ab\u30ca\u30c0<\/li>\n<li class=\"toc-level-4\">5.4.1.3 \u30e1\u30ad\u30b7\u30b3<\/li>\n<li class=\"toc-level-3\">5.4.2 \u6b27\u5dde<\/li>\n<li class=\"toc-level-4\">5.4.2.1 \u30c9\u30a4\u30c4<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \u82f1\u56fd<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \u30d5\u30e9\u30f3\u30b9<\/li>\n<li class=\"toc-level-4\">5.4.2.4 \u30a4\u30bf\u30ea\u30a2<\/li>\n<li class=\"toc-level-4\">5.4.2.5 \u30b9\u30da\u30a4\u30f3<\/li>\n<li class=\"toc-level-4\">5.4.2.6 \u5317\u6b27\u8af8\u56fd<\/li>\n<li class=\"toc-level-4\">5.4.2.7 \u30ed\u30b7\u30a2<\/li>\n<li class=\"toc-level-4\">5.4.2.8 \u305d\u306e\u4ed6\u306e\u6b27\u5dde<\/li>\n<li class=\"toc-level-3\">5.4.3 \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<\/li>\n<li class=\"toc-level-4\">5.4.3.1 \u4e2d\u56fd<\/li>\n<li class=\"toc-level-4\">5.4.3.2 \u30a4\u30f3\u30c9<\/li>\n<li class=\"toc-level-4\">5.4.3.3 \u65e5\u672c<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \u97d3\u56fd<\/li>\n<li class=\"toc-level-4\">5.4.3.5 ASEAN\u8af8\u56fd<\/li>\n<li class=\"toc-level-4\">5.4.3.6 \u30aa\u30fc\u30b9\u30c8\u30e9\u30ea\u30a2\u304a\u3088\u3073\u30cb\u30e5\u30fc\u30b8\u30fc\u30e9\u30f3\u30c9<\/li>\n<li class=\"toc-level-4\">5.4.3.7 \u305d\u306e\u4ed6\u306e\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<\/li>\n<li class=\"toc-level-3\">5.4.4 \u5357\u7c73<\/li>\n<li class=\"toc-level-4\">5.4.4.1 \u30d6\u30e9\u30b8\u30eb<\/li>\n<li class=\"toc-level-4\">5.4.4.2 \u30a2\u30eb\u30bc\u30f3\u30c1\u30f3<\/li>\n<li class=\"toc-level-4\">5.4.4.3 \u305d\u306e\u4ed6\u306e\u5357\u7c73<\/li>\n<li class=\"toc-level-3\">5.4.5 \u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab<\/li>\n<li class=\"toc-level-4\">5.4.5.1 \u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2<\/li>\n<li class=\"toc-level-4\">5.4.5.2 \u5357\u30a2\u30d5\u30ea\u30ab<\/li>\n<li class=\"toc-level-4\">5.4.5.3 \u305d\u306e\u4ed6\u306e\u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \u7af6\u5408\u60c5\u52e2<\/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 (M&amp;A\u3001\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u3001PPA)<\/li>\n<li class=\"toc-level-2\">6.3 \u5e02\u5834\u30b7\u30a7\u30a2\u5206\u6790 (\u4e3b\u8981\u4f01\u696d\u306e\u5e02\u5834\u9806\u4f4d\/\u30b7\u30a7\u30a2)<\/li>\n<li class=\"toc-level-2\">6.4 \u4f01\u696d\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb (\u30b0\u30ed\u30fc\u30d0\u30eb\u6982\u8981\u3001\u5e02\u5834\u6982\u8981\u3001\u4e3b\u8981\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u5229\u7528\u53ef\u80fd\u306a\u8ca1\u52d9\u60c5\u5831\u3001\u6226\u7565\u60c5\u5831\u3001\u88fd\u54c1\u30fb\u30b5\u30fc\u30d3\u30b9\u3001\u304a\u3088\u3073\u6700\u8fd1\u306e\u52d5\u5411\u3092\u542b\u3080)\n<ul>\n<li class=\"toc-level-3\">6.4.1 \u4e09\u83f1\u30b1\u30df\u30ab\u30eb\u30b0\u30eb\u30fc\u30d7<\/li>\n<li class=\"toc-level-3\">6.4.2 BTR\u65b0\u7d20\u6750\u30b0\u30eb\u30fc\u30d7<\/li>\n<li class=\"toc-level-3\">6.4.3 \u6749\u6749\u80a1\u4efd\u6709\u9650\u516c\u53f8<\/li>\n<li class=\"toc-level-3\">6.4.4 \u666e\u6cf0\u6765\u65b0\u30a8\u30cd\u30eb\u30ae\u30fc (PTL)<\/li>\n<li class=\"toc-level-3\">6.4.5 LG\u5316\u5b66\u682a\u5f0f\u4f1a\u793e \/ LG\u30a8\u30ca\u30b8\u30fc\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3<\/li>\n<li class=\"toc-level-3\">6.4.6 \u6771\u6d77\u30ab\u30fc\u30dc\u30f3\u682a\u5f0f\u4f1a\u793e<\/li>\n<li class=\"toc-level-3\">6.4.7 \u65e5\u672c\u30ab\u30fc\u30dc\u30f3\u682a\u5f0f\u4f1a\u793e<\/li>\n<li class=\"toc-level-3\">6.4.8 \u30ec\u30be\u30ca\u30c3\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9 (\u662d\u548c\u96fb\u5de5)<\/li>\n<li class=\"toc-level-3\">6.4.9 \u30bf\u30fc\u30b0\u30ec\u30a4\u30fb\u30a4\u30f3\u30c0\u30b9\u30c8\u30ea\u30fc\u30ba\u682a\u5f0f\u4f1a\u793e<\/li>\n<li class=\"toc-level-3\">6.4.10 NEI\u30b3\u30fc\u30dd\u30ec\u30fc\u30b7\u30e7\u30f3<\/li>\n<li class=\"toc-level-3\">6.4.11 \u30cd\u30af\u30bb\u30aa\u30f3\u682a\u5f0f\u4f1a\u793e<\/li>\n<li class=\"toc-level-3\">6.4.12 \u30b5\u30a4\u30aa\u30cb\u30c3\u30af\u30fb\u30a8\u30ca\u30b8\u30fc<\/li>\n<li class=\"toc-level-3\">6.4.13 \u30b7\u30e9\u30fb\u30ca\u30ce\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ba<\/li>\n<li class=\"toc-level-3\">6.4.14 \u30b0\u30eb\u30fc\u30d714\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ba<\/li>\n<li class=\"toc-level-3\">6.4.15 \u30dd\u30b9\u30b3\u30d5\u30e5\u30fc\u30c1\u30e3\u30fcM<\/li>\n<li class=\"toc-level-3\">6.4.16 \u30b7\u30e9\u30fb\u30ea\u30bd\u30fc\u30b7\u30ba\u682a\u5f0f\u4f1a\u793e<\/li>\n<li class=\"toc-level-3\">6.4.17 \u30ce\u30dc\u30cb\u30c3\u30af\u30b9\u682a\u5f0f\u4f1a\u793e<\/li>\n<li class=\"toc-level-3\">6.4.18 \u30a2\u30f3\u30d7\u30ea\u30a2\u30b9\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ba<\/li>\n<li class=\"toc-level-3\">6.4.19 JFE\u30b1\u30df\u30ab\u30eb\u682a\u5f0f\u4f1a\u793e<\/li>\n<li class=\"toc-level-3\">6.4.20 \u6e56\u5357\u30bc\u30c8\u65b0\u30a8\u30cd\u30eb\u30ae\u30fc<\/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>\u96fb\u6c17\u81ea\u52d5\u8eca\uff08EV\uff09\u7528\u30d0\u30c3\u30c6\u30ea\u30fc\u8ca0\u6975\u6750\u5e02\u5834\u306f\u30012025\u5e74\u304b\u30892030\u5e74\u306e\u4e88\u6e2c\u671f\u9593\u306b\u304a\u3044\u3066\u3001\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff0910.61%\u3067\u6210\u9577\u3057\u30012025\u5e74\u306e90.8\u5104\u7c73\u30c9\u30eb\u304b\u30892030\u5e74\u306b\u306f150.4\u5104\u7c73\u30c9\u30eb\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304c\u6700\u5927\u306e\u5e02\u5834\u3067\u3042\u308a\u3001\u6700\u3082\u6025\u901f\u306b\u6210\u9577\u3059\u308b\u5e02\u5834\u3067\u3082\u3042\u308a\u307e\u3059\u3002\u5e02\u5834\u306e\u96c6\u4e2d\u5ea6\u306f\u4e2d\u7a0b\u5ea6\u3067\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u52d5\u5411\u3068\u5206\u6790<\/p>\n<p>\u9ad8\u30b7\u30ea\u30b3\u30f3\u8ca0\u6975\u6750\u3001\u653f\u7b56\u4e3b\u5c0e\u306e\u73fe\u5730\u8abf\u9054\u7fa9\u52d9\u3001\u30ea\u30b5\u30a4\u30af\u30eb\u306e\u898f\u6a21\u62e1\u5927\u304c\u5e02\u5834\u306b\u52e2\u3044\u3092\u4e0e\u3048\u3066\u3044\u307e\u3059\u3002\u4e00\u65b9\u3067\u3001\u4e2d\u56fd\u306b\u96c6\u4e2d\u3059\u308b\u30b3\u30fc\u30c6\u30a3\u30f3\u30b0\u4e8b\u696d\u3084\u30b7\u30ea\u30b3\u30f3\u306e\u30b5\u30a4\u30af\u30eb\u5bff\u547d\u306b\u95a2\u3059\u308b\u8ab2\u984c\u304c\u5e02\u5834\u306e\u898b\u901a\u3057\u3092\u6291\u5236\u3057\u3066\u3044\u307e\u3059\u3002\u5186\u7b52\u5f624680\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u306e\u30bb\u30eb\u306f\u3001\u30d1\u30c3\u30af\u7d44\u307f\u7acb\u3066\u306e\u8907\u96d1\u3055\u3092\u8efd\u6e1b\u3059\u308b\u305f\u3081\u3001\u305d\u306e\u30b7\u30a7\u30a2\u3092\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002\u4e2d\u56fd\u306e\u7403\u72b6\u5316\u80fd\u529b\u3068\u97d3\u56fd\u306e\u5408\u6210\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u751f\u7523\u62e1\u5927\u306b\u3088\u308a\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304c\u5f15\u304d\u7d9a\u304d\u53ce\u76ca\u306e\u4e3b\u8981\u306a\u727d\u5f15\u5f79\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u5317\u7c73\u3068\u6b27\u5dde\u306f\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u4e3b\u6a29\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u3001\u3088\u308a\u9ad8\u3044\u30b3\u30b9\u30c8\u3092\u53d7\u3051\u5165\u308c\u3066\u3044\u307e\u3059\u3002\u30e2\u30b6\u30f3\u30d3\u30fc\u30af\u3001\u30aa\u30fc\u30b9\u30c8\u30e9\u30ea\u30a2\u3001\u30ab\u30ca\u30c0\u3067\u306e\u65b0\u898f\u9271\u5c71\u958b\u767a\u306f\u3001\u539f\u6599\u4f9b\u7d66\u6e90\u306e\u591a\u69d8\u5316\u306b\u8ca2\u732e\u3057\u3066\u3044\u307e\u3059\u3002\u7af6\u4e89\u306f\u4e2d\u7a0b\u5ea6\u306e\u96c6\u4e2d\u5ea6\u3092\u7dad\u6301\u3057\u3066\u304a\u308a\u3001\u4e0a\u4f4d5\u793e\u306e\u4e2d\u56fd\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u304c\u4e16\u754c\u306e\u751f\u7523\u80fd\u529b\u306e\u7d0460%\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u304c\u3001\u30a4\u30f3\u30d5\u30ec\u524a\u6e1b\u6cd5\uff08IRA\uff09\u3084\u91cd\u8981\u539f\u6750\u6599\u6cd5\uff08CRMA\uff09\u306e\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u3092\u53d7\u3051\u3066\u3001\u6b27\u7c73\u304a\u3088\u3073\u97d3\u56fd\u306e\u6311\u6226\u8005\u304c\u6025\u901f\u306b\u898f\u6a21\u3092\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e3b\u8981\u306a\u30ec\u30dd\u30fc\u30c8\u306e\u30dd\u30a4\u30f3\u30c8<\/p>\n<p>*   \u30d0\u30c3\u30c6\u30ea\u30fc\u6750\u6599\u30bf\u30a4\u30d7\u5225: 2024\u5e74\u306b\u306f\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u304c\u53ce\u76ca\u30b7\u30a7\u30a2\u306e93.6%\u3092\u5360\u3081\u3001\u5e02\u5834\u3092\u727d\u5f15\u3057\u307e\u3057\u305f\u3002\u4e00\u65b9\u3001\u30b7\u30ea\u30b3\u30f3\u542b\u6709\u91cf10%\u4ee5\u4e0a\u306e\u9ad8\u30b7\u30ea\u30b3\u30f3\u914d\u5408\u306f\u30012030\u5e74\u307e\u3067\u306bCAGR 35.5%\u3067\u6700\u3082\u901f\u3044\u6210\u9577\u304c\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30bb\u30eb\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u5225: 2024\u5e74\u306b\u306f\u5186\u7b52\u5f62\u30bb\u30eb\u304c\u9700\u8981\u306e50.9%\u3092\u5360\u3081\u30012030\u5e74\u307e\u3067CAGR 12.1%\u3067\u62e1\u5927\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u8eca\u4e21\u30bf\u30a4\u30d7\u5225: 2024\u5e74\u306b\u306f\u4e57\u7528\u8eca\u304c\u8ca9\u58f2\u53f0\u6570\u30b7\u30a7\u30a2\u306e72.4%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001\u4e8c\u8f2a\u8eca\u304a\u3088\u3073\u4e09\u8f2a\u8eca\u304cCAGR 31.4%\u3067\u6700\u3082\u6025\u901f\u306b\u6210\u9577\u3059\u308b\u30bb\u30b0\u30e1\u30f3\u30c8\u3068\u306a\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002<br \/>\n*   \u5730\u57df\u5225: 2024\u5e74\u306b\u306f\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304c\u53ce\u76ca\u306e63.5%\u3092\u5360\u3081\u3001CAGR 11.9%\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u5317\u7c73\u306f\u3001\u30bb\u30af\u30b7\u30e7\u30f345X\u306e\u7a0e\u984d\u63a7\u9664\u304c\u56fd\u5185\u751f\u7523\u80fd\u529b\u3092\u4fc3\u9032\u3059\u308b\u305f\u3081\u300113.2%\u306e\u6210\u9577\u304c\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u4fc3\u9032\u8981\u56e0<\/p>\n<p>*   \u4e16\u754c\u7684\u306aEV\u751f\u7523\u53f0\u6570\u306e\u6025\u5897: 2024\u5e74\u306b\u306f\u4e16\u754c\u306e\u8efdEV\u751f\u7523\u53f0\u6570\u304c\u524d\u5e74\u6bd425%\u5897\u306e1,400\u4e07\u53f0\u306b\u9054\u3057\u3001\u7d04420GWh\u306e\u30d0\u30c3\u30c6\u30ea\u30fc\u3068462,000\u30e1\u30fc\u30c8\u30eb\u30c8\u30f3\u306e\u8ca0\u6975\u6750\u304c\u5fc5\u8981\u3068\u3055\u308c\u307e\u3057\u305f\u3002\u4e2d\u56fd\u304c\u4e57\u7528EV\u751f\u7523\u3092\u30ea\u30fc\u30c9\u3057\u3001\u5e73\u5747\u30d1\u30c3\u30af\u5bb9\u91cf\u3082\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u3002\u5546\u7528\u8eca\u306e\u96fb\u52d5\u5316\u3084\u4e8c\u8f2a\u8eca\u306e\u8ca9\u58f2\u3082\u9700\u8981\u3092\u5897\u5e45\u3055\u305b\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30d0\u30c3\u30c6\u30ea\u30fc\u6750\u6599\u306b\u5bfe\u3059\u308b\u653f\u5e9c\u306e\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u3068\u73fe\u5730\u8abf\u9054\u898f\u5247: \u7c73\u56fd\u306e\u30a4\u30f3\u30d5\u30ec\u524a\u6e1b\u6cd5\uff08IRA\uff09\u3001\u6b27\u5dde\u306e\u91cd\u8981\u539f\u6750\u6599\u6cd5\uff08CRMA\uff09\u3001\u97d3\u56fd\u306eK-Battery\u6226\u7565\u3001\u30a4\u30f3\u30c9\u306ePLI\u30d7\u30ed\u30b0\u30e9\u30e0\u306a\u3069\u304c\u3001\u8ca0\u6975\u6750\u306e\u73fe\u5730\u751f\u7523\u5316\u3068\u6295\u8cc7\u3092\u4fc3\u9032\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u4e2d\u56fd\u306e\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u8f38\u51fa\u898f\u5236\u306b\u3088\u308b\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u591a\u69d8\u5316: 2023\u5e7412\u6708\u306e\u4e2d\u56fd\u306b\u3088\u308b\u8f38\u51fa\u8a31\u53ef\u898f\u5247\u306f\u30012024\u5e74\u4e0a\u534a\u671f\u306b\u975e\u4e2d\u56fd\u88fd\u7403\u72b6\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u306e\u4f9b\u7d66\u309218%\u524a\u6e1b\u3057\u3001\u4fa1\u683c\u309212%\u4e0a\u6607\u3055\u305b\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30b7\u30e9\u30fc\uff08Syrah\uff09\u3001\u30ce\u30dc\u30cb\u30c3\u30af\u30b9\uff08Novonix\uff09\u3001\u30c7\u30b8\u30e5\uff08Daejoo\uff09\u306a\u3069\u304c\u4e2d\u56fd\u5916\u3067\u306e\u65b0\u898f\u751f\u7523\u80fd\u529b\u3092\u69cb\u7bc9\u3057\u30012028\u5e74\u307e\u3067\u306b\u4e2d\u56fd\u306e\u539f\u6599\u30b7\u30a7\u30a2\u309260%\u306b\u524a\u6e1b\u3059\u308b\u3053\u3068\u3092\u76ee\u6307\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   OEM\u306b\u3088\u308b4680\u30bb\u30eb\u5411\u3051\u9ad8\u30b7\u30ea\u30b3\u30f3\u8907\u5408\u8ca0\u6975\u6750\u3078\u306e\u30b7\u30d5\u30c8: \u30c6\u30b9\u30e9\uff08Tesla\uff09\u306e4680\u30bb\u30eb\u306f5%\uff5e8%\u306e\u30b7\u30ea\u30b3\u30f3\u3092\u7d44\u307f\u8fbc\u307f\u3001BMW\u306eNeue Klasse\u306f2025\u5e74\u304b\u308910%\u306e\u30b7\u30ea\u30b3\u30f3\u3092\u76ee\u6a19\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u30a8\u30cd\u30eb\u30ae\u30fc\u5bc6\u5ea6\u304c\u5411\u4e0a\u3057\u307e\u3059\u304c\u3001\u30b5\u30a4\u30af\u30eb\u5bff\u547d\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u30b7\u30ea\u30b3\u30f3\u542b\u6709\u91cf\u306f10%\u672a\u6e80\u306b\u6291\u3048\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u6291\u5236\u8981\u56e0<\/p>\n<p>*   \u30b7\u30ea\u30b3\u30f3\u306e\u4f53\u7a4d\u81a8\u5f35\u3068\u30b5\u30a4\u30af\u30eb\u5bff\u547d\u306e\u8ab2\u984c: \u7d14\u7c8b\u306a\u30b7\u30ea\u30b3\u30f3\u306f\u30ea\u30c1\u30a6\u30e0\u5316\u4e2d\u306b3\u500d\u306b\u81a8\u5f35\u3057\u3001SEI\uff08\u56fa\u4f53\u96fb\u89e3\u8cea\u754c\u9762\uff09\u3092\u7834\u58ca\u3059\u308b\u305f\u3081\u3001\u521d\u671f\u306e\u8907\u5408\u6750\u3067\u306f\u30b5\u30a4\u30af\u30eb\u5bff\u547d\u304c500\u30b5\u30a4\u30af\u30eb\u306b\u5236\u9650\u3055\u308c\u307e\u3059\u3002\u3053\u308c\u306f\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u306e\u4fdd\u8a3c\uff081,500\u30b5\u30a4\u30af\u30eb\uff09\u3092\u5927\u304d\u304f\u4e0b\u56de\u308a\u307e\u3059\u3002\u30ca\u30ce\u69cb\u9020\u5316\u3084\u30ab\u30fc\u30dc\u30f3\u30b7\u30a7\u30eb\u3067\u5fdc\u529b\u3092\u7de9\u548c\u3067\u304d\u307e\u3059\u304c\u3001\u6750\u6599\u30b3\u30b9\u30c8\u304c\u5897\u52a0\u3057\u307e\u3059\u3002<br \/>\n*   \u8ca0\u6975\u6750\u30b3\u30fc\u30c6\u30a3\u30f3\u30b0\u5de5\u7a0b\u306e\u4e2d\u56fd\u96c6\u4e2d: \u30b3\u30fc\u30c6\u30a3\u30f3\u30b0\u80fd\u529b\u306f\u5e83\u6771\u7701\u3068\u6e56\u5357\u7701\u306b\u96c6\u4e2d\u3057\u3066\u304a\u308a\u3001BTR\u3084Shanshan\u306a\u3069\u306e\u4f01\u696d\u304c\u5e74\u959350\u4e07\u30c8\u30f3\u3092\u51e6\u7406\u3057\u3066\u3044\u307e\u3059\u3002\u6b27\u7c73\u306e\u30bb\u30eb\u30e1\u30fc\u30ab\u30fc\u306f\u8a2d\u5099\u8abf\u9054\u306b18\uff5e24\u30f6\u6708\u306e\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u3092\u8981\u3057\u3001\u4e2d\u56fd\u4f01\u696d\u3068\u6bd4\u8f03\u3057\u3066\u30b3\u30b9\u30c8\u304c2\u7c73\u30c9\u30eb\/kg\u9ad8\u304f\u306a\u308a\u307e\u3059\u3002\u4e2d\u56fd\u5916\u3067\u306e\u65b0\u898f\u751f\u7523\u30e9\u30a4\u30f3\u306f\u30012026\u5e74\u307e\u3067\u306b\u975e\u4e2d\u56fd\u9700\u8981\u306e10%\u672a\u6e80\u3057\u304b\u30ab\u30d0\u30fc\u3067\u304d\u307e\u305b\u3093\u3002<br \/>\n*   \u5408\u6210\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u306b\u5bfe\u3059\u308bESG\u304a\u3088\u3073\u30ab\u30fc\u30dc\u30f3\u30d5\u30c3\u30c8\u30d7\u30ea\u30f3\u30c8\u306e\u76e3\u8996: \u6b27\u5dde\u306e\u70ad\u7d20\u56fd\u5883\u8abf\u6574\u30e1\u30ab\u30cb\u30ba\u30e0\uff08CBAM\uff09\u3084\u4f01\u696d\u306e\u6301\u7d9a\u53ef\u80fd\u6027\u7fa9\u52d9\u304c\u3001\u9ad8\u6392\u51fa\u91cf\u306e\u5408\u6210\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30bb\u30b0\u30e1\u30f3\u30c8\u5206\u6790<\/p>\n<p>*   \u30d0\u30c3\u30c6\u30ea\u30fc\u6750\u6599\u30bf\u30a4\u30d7\u5225: \u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u306f2024\u5e74\u306b93.6%\u306e\u53ce\u76ca\u30b7\u30a7\u30a2\u3092\u7dad\u6301\u3057\u3001\u30b3\u30b9\u30c8\u91cd\u8996\u306e\u4e8c\u8f2a\u8eca\u306b\u306f\u5929\u7136\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u304c\u3001\u9ad8\u30b5\u30a4\u30af\u30eb\u7528\u9014\u306b\u306f\u5408\u6210\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u304c\u4f7f\u7528\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u9ad8\u30b7\u30ea\u30b3\u30f3\u8ca0\u6975\u6750\u5e02\u5834\u306f2030\u5e74\u307e\u3067\u306b24\u5104\u7c73\u30c9\u30eb\u306b\u9054\u3057\u3001\u30bb\u30b0\u30e1\u30f3\u30c8\u53ce\u76ca\u306e16%\u3092\u5360\u3081\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30ca\u30c8\u30ea\u30a6\u30e0\u30a4\u30aa\u30f3\u96fb\u6c60\u7528\u306e\u30cf\u30fc\u30c9\u30ab\u30fc\u30dc\u30f3\u8ca0\u6975\u6750\u3084\u6025\u901f\u5145\u96fb\u30d5\u30ea\u30fc\u30c8\u7528\u306e\u30ea\u30c1\u30a6\u30e0\u30c1\u30bf\u30f3\u9178\u8ca0\u6975\u6750\u306f\u30cb\u30c3\u30c1\u3067\u3059\u304c\u300118%\uff5e22%\u306eCAGR\u3067\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30bb\u30eb\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u5225: \u5186\u7b52\u5f62\u30bb\u30eb\u306f2024\u5e74\u306b\u8ca0\u6975\u6750\u9700\u8981\u306e50.9%\u3092\u5360\u3081\u3001\u30c6\u30b9\u30e9\u3001BMW\u3001\u30d1\u30ca\u30bd\u30cb\u30c3\u30af\u306e46\u30b7\u30ea\u30fc\u30ba\u63a1\u7528\u3092\u53cd\u6620\u3057\u306612.1%\u306eCAGR\u3067\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002\u89d2\u5f62\u30bb\u30eb\u306fBYD\u306e\u30d6\u30ec\u30fc\u30c9\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u727d\u5f15\u3055\u308c\u300135%\u306e\u30dc\u30ea\u30e5\u30fc\u30e0\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u3002\u30d1\u30a6\u30c1\u30bb\u30eb\u306fUltium\u3084Hyundai\u306b\u597d\u307e\u308c\u3001\u6b8b\u308a\u306e\u30b7\u30a7\u30a2\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u8eca\u4e21\u30bf\u30a4\u30d7\u5225: \u4e57\u7528\u8eca\u306f2024\u5e74\u306b\u9700\u8981\u306e72.4%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001\u30a4\u30f3\u30c9\u3084\u30a4\u30f3\u30c9\u30cd\u30b7\u30a2\u3067\u306e\u96fb\u52d5\u30b9\u30af\u30fc\u30bf\u30fc\u8ca9\u58f2\u306e\u5897\u52a0\u306b\u3088\u308a\u3001\u4e8c\u8f2a\u8eca\u304a\u3088\u3073\u4e09\u8f2a\u8eca\u304c31.4%\u306eCAGR\u3067\u6700\u3082\u6025\u901f\u306b\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u30022030\u5e74\u307e\u3067\u306b\u4e8c\u8f2a\u8eca\u7528\u8ca0\u6975\u6750\u5e02\u5834\u306f10\u5104\u7c73\u30c9\u30eb\u3092\u8d85\u3048\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5730\u57df\u5206\u6790<\/p>\n<p>*   \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b: 2024\u5e74\u306b\u53ce\u76ca\u306e63.5%\u3092\u5360\u3081\u300111.9%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u4e2d\u56fd\u306f\u5929\u7136\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u306e\u51e6\u7406\u80fd\u529b\u304c\u9ad8\u304f\u3001\u97d3\u56fd\u306f\u5408\u6210\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u306e\u751f\u7523\u80fd\u529b\u3092\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002\u65e5\u672c\u306f\u6280\u8853\u306b\u7126\u70b9\u3092\u5f53\u3066\u3001\u30a4\u30f3\u30c9\u306f\u6d88\u8cbb\u91cf\u304c\u6025\u5897\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5317\u7c73: 2024\u5e74\u306b18%\u3092\u5360\u3081\u3001\u30bb\u30af\u30b7\u30e7\u30f345X\u306e\u7a0e\u984d\u63a7\u9664\u3068\u30ab\u30ca\u30c0\u304b\u3089\u306e\u539f\u6599\u4f9b\u7d66\u306b\u727d\u5f15\u3055\u308c\u300113.2%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u30022030\u5e74\u307e\u3067\u306b\u5317\u7c73\u306eEV\u30d0\u30c3\u30c6\u30ea\u30fc\u8ca0\u6975\u6750\u5e02\u5834\u898f\u6a21\u306f38\u5104\u7c73\u30c9\u30eb\u306b\u9054\u3059\u308b\u3068\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u6b27\u5dde: 2024\u5e74\u306b15%\u3092\u5360\u3081\u3001CRMA\u3068CBAM\u306b\u3088\u308a\u30a2\u30b8\u30a2\u304b\u3089\u306e\u8f38\u5165\u30b3\u30b9\u30c8\u304c\u5897\u52a0\u3059\u308b\u4e2d\u3067\u300112.8%\u3067\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5357\u7c73\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab: \u539f\u6599\u3092\u8f38\u51fa\u3057\u3066\u304a\u308a\u3001\u30e2\u30b6\u30f3\u30d3\u30fc\u30af\u306e\u30d0\u30e9\u30de\u9271\u5c71\u306f\u4e16\u754c\u306e\u5929\u7136\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u8cbf\u6613\u306e8%\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u7af6\u4e89\u74b0\u5883<\/p>\n<p>\u5e02\u5834\u306f\u4e2d\u7a0b\u5ea6\u306e\u96c6\u4e2d\u5ea6\u3092\u7dad\u6301\u3057\u3066\u304a\u308a\u3001BTR\u3001Shanshan\u3001Putailai\u3001Zeto\u3001Shinzoom\u306e\u4e2d\u56fd\u4e0a\u4f4d5\u793e\u304c\u751f\u7523\u80fd\u529b\u306e\u7d0460%\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u3002\u30ce\u30dc\u30cb\u30c3\u30af\u30b9\uff08Novonix\uff09\u3084\u30b7\u30e9\u30fc\uff08Syrah\uff09\u306a\u3069\u306e\u65b0\u898f\u53c2\u5165\u4f01\u696d\u306f\u3001\u653f\u7b56\u7684\u306a\u8ffd\u3044\u98a8\u3092\u5229\u7528\u3057\u3066\u751f\u7523\u80fd\u529b\u3092\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002Sila\u3001Amprius\u3001Nexeon\u306a\u3069\u306e\u30b7\u30ea\u30b3\u30f3\u5c02\u9580\u4f01\u696d\u306f\u300120%\u306e\u822a\u7d9a\u8ddd\u96e2\u5411\u4e0a\u306b\u5bfe\u3057\u306630%\u9ad8\u3044\u4fa1\u683c\u3092\u652f\u6255\u3046\u610f\u601d\u306e\u3042\u308b\u30d7\u30ec\u30df\u30a2\u30e0OEM\u3092\u30bf\u30fc\u30b2\u30c3\u30c8\u306b\u3057\u3066\u3044\u307e\u3059\u3002POSCO Future M\u306e\u3088\u3046\u306a\u5782\u76f4\u7d71\u5408\u578b\u4f01\u696d\u306f\u3001\u30b3\u30b9\u30c8\u7af6\u4e89\u529b\u3092\u9ad8\u3081\u3066\u3044\u307e\u3059\u3002\u6025\u901f\u5145\u96fb\u7528\u8ca0\u6975\u6750\u3084\u3001\u7d14\u5ea695%\u3092\u9054\u6210\u3059\u308c\u3070\u30d0\u30fc\u30b8\u30f3\u5408\u6210\u6750\u6599\u3088\u308a20%\u5b89\u304f\u306a\u308b\u30ea\u30b5\u30a4\u30af\u30eb\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u306b\u672a\u958b\u62d3\u306e\u5e02\u5834\u6a5f\u4f1a\u304c\u3042\u308a\u307e\u3059\u3002\u5e02\u5834\u306f2027\u5e74\u307e\u3067\u7d30\u5206\u5316\u3055\u308c\u305f\u72b6\u614b\u304c\u7d9a\u304d\u307e\u3059\u304c\u3001\u305d\u306e\u5f8c\u306fIRA\u3084EU\u306e\u898f\u5236\u306e\u4e0b\u3067\u6b27\u7c73\u306e\u751f\u7523\u80fd\u529b\u304c\u62e1\u5927\u3057\u3001\u4e2d\u56fd\u306e\u65e2\u5b58\u4f01\u696d\u304c\u5929\u7136\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u306e\u30b3\u30b9\u30c8\u512a\u4f4d\u6027\u3092\u7dad\u6301\u3059\u308b\u4e2d\u3067\u3001\u7af6\u4e89\u304c\u6fc0\u5316\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u307e\u3059\u3002<\/p>\n<p>\u6700\u8fd1\u306e\u696d\u754c\u52d5\u5411<\/p>\n<p>*   2025\u5e744\u6708: POSTECH\u3068KIER\u304c\u3001\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u306e1.5\u500d\u306e\u4f53\u7a4d\u30a8\u30cd\u30eb\u30ae\u30fc\u5bc6\u5ea6\u3092\u6301\u3061\u30011,500\u30b5\u30a4\u30af\u30eb\u3092\u7dad\u6301\u3059\u308b\u30cf\u30fc\u30c9\u30ab\u30fc\u30dc\u30f3-\u30b9\u30ba\u30ca\u30ce\u8907\u5408\u8ca0\u6975\u6750\u3092\u958b\u767a\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2025\u5e742\u6708: \u30ec\u30be\u30ca\u30c3\u30af\uff08Resonac\uff09\u306f\u3001\u8ca0\u6975\u6750\u306e\u898f\u6a21\u62e1\u5927\u306b\u8cc7\u672c\u3092\u96c6\u4e2d\u3059\u308b\u305f\u3081\u3001\u30ec\u30be\u30ca\u30c3\u30af\u30fb\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3092\u5927\u65e5\u672c\u5370\u5237\u306b\u58f2\u5374\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2024\u5e745\u6708: \u4e2d\u56fd\u306e\u79d1\u5b66\u8005\u30c1\u30fc\u30e0\u304c\u3001\u5f93\u6765\u306e\u30ea\u30c1\u30a6\u30e0\u96fb\u6c60\u306e\u307b\u307c2\u500d\u306e\u30a8\u30cd\u30eb\u30ae\u30fc\u5bc6\u5ea6\u3092\u6301\u3064\u6c34\u7cfb\u96fb\u6c60\u306e\u958b\u767a\u3092\u767a\u8868\u3057\u3001EV\u7528\u9014\u3067\u306e\u6c34\u7cfb\u96fb\u6c60\u306e\u5b9f\u73fe\u53ef\u80fd\u6027\u3092\u793a\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2024\u5e741\u6708: \u6b27\u5dde\u6295\u8cc7\u9280\u884c\uff08EIB\uff09\u3068GDI\u306f\u3001EV\u5411\u3051\u6b21\u4e16\u4ee3\u30b7\u30ea\u30b3\u30f3\u8ca0\u6975\u6750\u6280\u8853\u306e\u63a8\u9032\u306e\u305f\u3081\u30012,215\u4e07\u7c73\u30c9\u30eb\u306e\u6e96\u682a\u5f0f\u878d\u8cc7\u5951\u7d04\u3092\u7de0\u7d50\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u30012027\u5e74\u307e\u3067\u306b4,120.5\u5104\u7c73\u30c9\u30eb\u4ee5\u4e0a\u306e\u8ffd\u52a0\u6295\u8cc7\u3092\u4fc3\u9032\u3059\u308bInvestEU\u30d7\u30ed\u30b0\u30e9\u30e0\u306e\u4e00\u74b0\u3067\u3059\u3002<\/p>\n<p>\u4ee5\u4e0a\u304c\u3001\u96fb\u6c17\u81ea\u52d5\u8eca\u30d0\u30c3\u30c6\u30ea\u30fc\u8ca0\u6975\u6750\u5e02\u5834\u306e\u6982\u8981\u3067\u3059\u3002<\/p>\n<p>\u96fb\u6c17\u81ea\u52d5\u8eca\uff08EV\uff09\u30d0\u30c3\u30c6\u30ea\u30fc\u306e\u30a2\u30ce\u30fc\u30c9\u5e02\u5834\u306b\u95a2\u3059\u308b\u672c\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u305d\u306e\u73fe\u72b6\u3001\u6210\u9577\u4e88\u6e2c\u3001\u4e3b\u8981\u306a\u63a8\u9032\u8981\u56e0\u3001\u8ab2\u984c\u3001\u304a\u3088\u3073\u7af6\u4e89\u74b0\u5883\u3092\u8a73\u7d30\u306b\u5206\u6790\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u307e\u305a\u3001\u5e02\u5834\u898f\u6a21\u3068\u6210\u9577\u4e88\u6e2c\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001EV\u30d0\u30c3\u30c6\u30ea\u30fc\u30a2\u30ce\u30fc\u30c9\u5e02\u5834\u306f2025\u5e74\u306b90.8\u5104\u7c73\u30c9\u30eb\u306b\u9054\u3057\u30012030\u5e74\u307e\u3067\u306b\u306f150.4\u5104\u7c73\u30c9\u30eb\u306b\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u4e3b\u8981\u306a\u63a8\u9032\u8981\u56e0\u3068\u3057\u3066\u306f\u3001\u4e16\u754c\u7684\u306aEV\u751f\u7523\u91cf\u306e\u6025\u5897\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002\u3053\u308c\u306b\u52a0\u3048\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u6750\u6599\u306b\u5bfe\u3059\u308b\u653f\u5e9c\u306e\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u3084\u73fe\u5730\u8abf\u9054\u898f\u5247\u3001\u5408\u6210\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u306e\u751f\u7523\u80fd\u529b\u5897\u5f37\u306b\u3088\u308b\u30b3\u30b9\u30c8\u66f2\u7dda\u4f4e\u4e0b\u304c\u5e02\u5834\u3092\u5f8c\u62bc\u3057\u3057\u3066\u3044\u307e\u3059\u3002\u7279\u306b\u3001\u4e2d\u56fd\u306b\u3088\u308b\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u8f38\u51fa\u898f\u5236\u306f\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u591a\u69d8\u5316\u3092\u52a0\u901f\u3055\u305b\u3001\u30e2\u30b6\u30f3\u30d3\u30fc\u30af\u3001\u30ab\u30ca\u30c0\u3001\u7c73\u56fd\u306a\u3069\u3067\u306e\u65b0\u305f\u306a\u4f9b\u7d66\u6e90\u958b\u62d3\u3092\u4fc3\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001OEM\uff08\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\uff09\u304c4680\u578b\u3084\u300c\u7b2c4\u4e16\u4ee3\u300d\u5186\u7b52\u5f62\u30bb\u30eb\u5411\u3051\u306b\u9ad8\u30b7\u30ea\u30b3\u30f3\u8907\u5408\u30a2\u30ce\u30fc\u30c9\u3078\u306e\u30b7\u30d5\u30c8\u3092\u9032\u3081\u3066\u3044\u308b\u3053\u3068\u3001\u304a\u3088\u3073\u30bb\u30eb\u5f62\u5f0f\u304c\u89d2\u5f62\u304b\u3089\u5927\u578b\u5186\u7b52\u5f62\u3078\u3068\u79fb\u884c\u3057\u3001\u30a2\u30ce\u30fc\u30c9\u8a2d\u8a08\u4ed5\u69d8\u304c\u5909\u5316\u3057\u3066\u3044\u308b\u3053\u3068\u3082\u91cd\u8981\u306a\u8981\u56e0\u3067\u3059\u3002<\/p>\n<p>\u30a2\u30ce\u30fc\u30c9\u6750\u6599\u5225\u306b\u898b\u308b\u3068\u3001\u9ad8\u30b7\u30ea\u30b3\u30f3\uff08\u30b7\u30ea\u30b3\u30f3\u542b\u6709\u91cf10%\u8d85\uff09\u304a\u3088\u3073SiOx\u6750\u6599\u304c\u6700\u3082\u6025\u901f\u306b\u6210\u9577\u3057\u3066\u304a\u308a\u30012030\u5e74\u307e\u3067\u306b\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff0935.5%\u3067\u62e1\u5927\u3059\u308b\u3068\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u5186\u7b52\u5f624680\u30bb\u30eb\u306f\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u5bc6\u5ea6\u306e\u5411\u4e0a\u3068\u30d1\u30c3\u30af\u7d44\u7acb\u306e\u7c21\u7d20\u5316\u306b\u8ca2\u732e\u3057\u30012030\u5e74\u307e\u3067\u306b\u30a2\u30ce\u30fc\u30c9\u9700\u8981\u306e57%\u3092\u5360\u3081\u308b\u307e\u3067\u306b\u91cd\u8981\u6027\u304c\u5897\u3059\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e00\u65b9\u3067\u3001\u5e02\u5834\u306b\u306f\u3044\u304f\u3064\u304b\u306e\u8ab2\u984c\u3082\u5b58\u5728\u3057\u307e\u3059\u3002\u9ad8\u30b7\u30ea\u30b3\u30f3\u30a2\u30ce\u30fc\u30c9\u306f\u3001\u30ea\u30c1\u30a6\u30e0\u5316\u6642\u306e\u30b7\u30ea\u30b3\u30f3\u306e\u4f53\u7a4d\u81a8\u5f35\uff08\u6700\u5927300%\uff09\u306b\u3088\u308a\u3001SEI\uff08\u56fa\u4f53\u96fb\u89e3\u8cea\u754c\u9762\uff09\u304c\u7834\u58ca\u3055\u308c\u3001\u521d\u671f\u4e16\u4ee3\u306e\u30bb\u30eb\u3067\u306f\u30b5\u30a4\u30af\u30eb\u5bff\u547d\u304c500\u30b5\u30a4\u30af\u30eb\u306b\u5236\u9650\u3055\u308c\u308b\u3068\u3044\u3046\u554f\u984c\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u304c\u4fdd\u8a3c\u3059\u308b1,500\u30b5\u30a4\u30af\u30eb\u3068\u3044\u3046\u95be\u5024\u3092\u4e0b\u56de\u308b\u3082\u306e\u3067\u3059\u3002\u307e\u305f\u3001\u5408\u6210\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u306b\u5bfe\u3059\u308bESG\uff08\u74b0\u5883\u30fb\u793e\u4f1a\u30fb\u30ac\u30d0\u30ca\u30f3\u30b9\uff09\u304a\u3088\u3073\u30ab\u30fc\u30dc\u30f3\u30d5\u30c3\u30c8\u30d7\u30ea\u30f3\u30c8\u306b\u95a2\u3059\u308b\u53b3\u3057\u3044\u76e3\u8996\u3001\u5c06\u6765\u7684\u306a\u30ea\u30b5\u30a4\u30af\u30eb\u80fd\u529b\u306e\u904e\u5270\u306b\u3088\u308b\u65b0\u898f\u6750\u6599\u9700\u8981\u306e\u6291\u5236\u3082\u61f8\u5ff5\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u30a2\u30ce\u30fc\u30c9\u30b3\u30fc\u30c6\u30a3\u30f3\u30b0\u5de5\u7a0b\u306e97%\u304c\u4f9d\u7136\u3068\u3057\u3066\u4e2d\u56fd\u306b\u96c6\u4e2d\u3057\u3066\u304a\u308a\u3001\u5730\u653f\u5b66\u7684\u306a\u30ea\u30b9\u30af\u304c\u9ad8\u307e\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u591a\u69d8\u5316\u3068\u5730\u57df\u7684\u306a\u6295\u8cc7\u3082\u6ce8\u76ee\u3059\u3079\u304d\u70b9\u3067\u3059\u3002\u4e2d\u56fd\u306e\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u8f38\u51fa\u898f\u5236\u306f\u30012024\u5e74\u521d\u982d\u306b\u975e\u4e2d\u56fd\u570f\u3078\u306e\u30a2\u30af\u30bb\u30b9\u309218%\u524a\u6e1b\u3057\u3001\u4fa1\u683c\u4e0a\u6607\u3068\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u518d\u7de8\u3092\u4fc3\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u5bfe\u3057\u3001\u5317\u7c73\u306fSection 45X\u7a0e\u984d\u63a7\u9664\u3092\u6d3b\u7528\u3057\u3001\u6b27\u5dde\u306f\u91cd\u8981\u539f\u6750\u6599\u6cd5\uff08Critical Raw Materials Act\uff09\u3068EIB\uff08\u6b27\u5dde\u6295\u8cc7\u9280\u884c\uff09\u306e\u878d\u8cc7\u3092\u901a\u3058\u3066\u3001\u5408\u6210\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u304a\u3088\u3073\u30ea\u30b5\u30a4\u30af\u30eb\u30d7\u30e9\u30f3\u30c8\u306e\u73fe\u5730\u751f\u7523\u80fd\u529b\u69cb\u7bc9\u306b\u7a4d\u6975\u7684\u306b\u6295\u8cc7\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u672c\u30ec\u30dd\u30fc\u30c8\u3067\u306f\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u6750\u6599\u30bf\u30a4\u30d7\uff08\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u3001\u30b7\u30ea\u30b3\u30f3\u5f37\u5316\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u3001\u9ad8\u30b7\u30ea\u30b3\u30f3\u3001LTO\u3001\u305d\u306e\u4ed6\u5148\u9032\u6750\u6599\uff09\u3001\u30bb\u30eb\u5f62\u5f0f\uff08\u5186\u7b52\u5f62\u3001\u89d2\u5f62\u3001\u30d1\u30a6\u30c1\uff09\u3001\u8eca\u4e21\u30bf\u30a4\u30d7\uff08\u4e57\u7528\u8eca\u3001\u5c0f\u578b\u5546\u7528\u8eca\u3001\u4e2d\u30fb\u5927\u578b\u30c8\u30e9\u30c3\u30af\u3001\u30d0\u30b9\u30fb\u30b3\u30fc\u30c1\u3001\u4e8c\u30fb\u4e09\u8f2a\u8eca\u3001\u30aa\u30d5\u30cf\u30a4\u30a6\u30a7\u30a4\u30fb\u7279\u6b8aEV\uff09\u3001\u304a\u3088\u3073\u5730\u57df\uff08\u5317\u7c73\u3001\u6b27\u5dde\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u3001\u5357\u7c73\u3001\u4e2d\u6771\u30fb\u30a2\u30d5\u30ea\u30ab\uff09\u5225\u306b\u5e02\u5834\u3092\u8a73\u7d30\u306b\u30bb\u30b0\u30e1\u30f3\u30c8\u5316\u3057\u3001\u5206\u6790\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u7af6\u4e89\u74b0\u5883\u306b\u304a\u3044\u3066\u306f\u3001\u4e09\u83f1\u30b1\u30df\u30ab\u30eb\u30b0\u30eb\u30fc\u30d7\u3001BTR New Material Group\u3001Shanshan Corporation\u3001LG Chem Ltd \/ LG Energy Solution\u3001Tokai Carbon Co. Ltd\u3001Nippon Carbon Co. Ltd\u3001Resonac Holdings (Showa Denko)\u306a\u3069\u3001\u591a\u6570\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u4f01\u696d\u304c\u5e02\u5834\u30b7\u30a7\u30a2\u3092\u5de1\u3063\u3066\u7af6\u4e89\u3092\u7e70\u308a\u5e83\u3052\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3053\u308c\u3089\u306e\u5206\u6790\u3092\u901a\u3058\u3066\u3001EV\u30d0\u30c3\u30c6\u30ea\u30fc\u30a2\u30ce\u30fc\u30c9\u5e02\u5834\u306f\u3001\u6280\u8853\u9769\u65b0\u3068\u5730\u653f\u5b66\u7684\u8981\u56e0\u304c\u8907\u96d1\u306b\u7d61\u307f\u5408\u3044\u306a\u304c\u3089\u3001\u4eca\u5f8c\u3082\u5927\u304d\u306a\u6210\u9577\u304c\u898b\u8fbc\u307e\u308c\u308b\u5206\u91ce\u3067\u3042\u308b\u3053\u3068\u304c\u793a\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts\/42447"}],"collection":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/comments?post=42447"}],"version-history":[{"count":3,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts\/42447\/revisions"}],"predecessor-version":[{"id":105625,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts\/42447\/revisions\/105625"}],"wp:attachment":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/media?parent=42447"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/categories?post=42447"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/tags?post=42447"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}