{"id":5725,"date":"2026-04-07T00:39:07","date_gmt":"2026-04-06T15:39:07","guid":{"rendered":"https:\/\/routiner7.com\/mil\/?p=5725"},"modified":"2026-04-17T21:07:21","modified_gmt":"2026-04-17T12:07:21","slug":"next-china-manufacturing-factory","status":"publish","type":"post","link":"https:\/\/routiner7.com\/mil\/next-china-manufacturing-factory\/","title":{"rendered":"\uc911\uad6d \uc774\ud6c4\uc758 \uc138\uacc4 \uacf5\uc7a5\uc740 \uc5b4\ub514\uac00 \ub420\uae4c? (feat. \uc778\ub3c4, \ubca0\ud2b8\ub0a8, \uc778\ub3c4\ub124\uc2dc\uc544, \uba55\uc2dc\ucf54)"},"content":{"rendered":"<link rel=\"preconnect\" href=\"https:\/\/fonts.googleapis.com\">\n<link href=\"https:\/\/fonts.googleapis.com\/css2?family=Noto+Serif+KR:wght@400;700&#038;family=Noto+Sans+KR:wght@300;400;500;600&#038;family=DM+Serif+Display:ital@0;1&#038;family=Space+Mono:wght@400;700&#038;display=swap\" rel=\"stylesheet\">\n<script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Article\",\"headline\":\"\uc911\uad6d \uc774\ud6c4\uc758 \uc138\uacc4 \uacf5\uc7a5 \u2014 \uc778\ub3c4, \ubca0\ud2b8\ub0a8, \uc778\ub3c4\ub124\uc2dc\uc544, \uba55\uc2dc\ucf54: \ub204\uac00 \uc655\uc88c\ub97c \ubb3c\ub824\ubc1b\ub294\uac00\",\"datePublished\":\"2026-04-06\",\"dateModified\":\"2026-04-06\",\"author\":{\"@type\":\"Person\",\"name\":\"\ud22c\uc790 \uc778\uc0ac\uc774\ud2b8 \ub7a9\"},\"publisher\":{\"@type\":\"Organization\",\"name\":\"\ud22c\uc790 \uc778\uc0ac\uc774\ud2b8 \ub7a9\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"__WPURL__\/wp-content\/uploads\/logo.png\"}},\"image\":{\"@type\":\"ImageObject\",\"url\":\"__WPURL__\/wp-content\/uploads\/china-successor-og.jpg\",\"width\":1200,\"height\":630},\"mainEntityOfPage\":{\"@type\":\"WebPage\",\"@id\":\"__WPURL__\/china-successor\/\"}}<\/script><br \/>\n<script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"\uc911\uad6d \uc81c\uc870\uc5c5\uc774 \uc1e0\ud1f4\ud558\uace0 \uc788\ub098?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"\uc808\ub300\uc801 \uc1e0\ud1f4\ubcf4\ub2e4\ub294 '\uad6c\uc870 \uc804\ud658'\uc5d0 \uac00\uae5d\uc2b5\ub2c8\ub2e4. \uc138\uacc4 \uc81c\uc870\uc5c5 \uc0dd\uc0b0\uc758 \uc57d 35%\ub97c \ucc28\uc9c0\ud558\ub294 \uc911\uad6d\uc758 \uc9c0\uc704\ub294 \ub2f9\uc7a5 \ud754\ub4e4\ub9ac\uc9c0 \uc54a\uc9c0\ub9cc, \uc778\uac74\ube44 \uc0c1\uc2b9\u00b7\uacfc\uc789\uc124\ube44\u00b7\ubbf8\uc911 \uad00\uc138\uc804\uc7c1\uc73c\ub85c \uc800\ubd80\uac00\uac00\uce58 \uc81c\uc870\uc5c5\uc774 \ube60\ub974\uac8c \uc774\ud0c8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.\"}},{\"@type\":\"Question\",\"name\":\"\uc911\uad6d\uc744 \ub300\uccb4\ud560 \uc81c\uc870 \uac15\uad6d\uc740 \uc5b4\ub514\uc778\uac00?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"\uc778\ub3c4(\uac70\ub300 \ub0b4\uc218+PLI \ubcf4\uc870\uae08), \ubca0\ud2b8\ub0a8(\uc804\uc790\uc81c\ud488 \uc218\ucd9c \ud5c8\ube0c), \uc778\ub3c4\ub124\uc2dc\uc544(\ub2c8\ucf08\u00b7EV \ubc30\ud130\ub9ac), \uba55\uc2dc\ucf54(\ubbf8\uad6d \uadfc\uc811\uc131+USMCA)\uac00 \uac00\uc7a5 \uc720\ub825\ud55c \ud6c4\ubcf4\uc785\ub2c8\ub2e4. \ub2e8 \uc5b4\ub290 \ub098\ub77c\ub3c4 \uc911\uad6d\uc744 '\ub300\uccb4'\ud558\uae30\ubcf4\ub2e4\ub294 \uc5ed\ud560\uc744 \ubd84\ub2f4\ud558\uac8c \ub420 \uac00\ub2a5\uc131\uc774 \ub192\uc2b5\ub2c8\ub2e4.\"}},{\"@type\":\"Question\",\"name\":\"\ud22c\uc790\uc790\uc5d0\uac8c \uc2dc\uc0ac\uc810\uc740?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"'China+1'\uc740 \uc774\ubbf8 \uc9c4\ud589 \uc911\uc778 \uba54\uac00\ud2b8\ub80c\ub4dc\uc774\uba70, \uc218\ud61c ETF\uc640 \uad00\ub828 \uc885\ubaa9\uad70\uc740 \uc778\ub3c4(INDA, INDY), \ubca0\ud2b8\ub0a8(VNM), \uc778\ub3c4\ub124\uc2dc\uc544(EIDO), \uba55\uc2dc\ucf54(EWW) \ub4f1\uc73c\ub85c \ubd84\uc0b0\ub3fc \uc788\uc2b5\ub2c8\ub2e4.\"}}]}<\/script><\/p>\n<div id=\"stock-wrap\" style=\"max-width:1100px;margin:0 auto;background:transparent;color:#1A1917;line-height:1.8;font-size:15px;font-family:'Noto Sans KR',sans-serif;\">\n<p style=\"font-family:'Noto Serif KR',serif;font-size:19px;color:#1A1917;font-weight:400;line-height:1.6;margin:0 0 20px 0;\">\uc138\uacc4 \uc81c\uc870\uc5c5\uc758 35%\ub97c \ucc28\uc9c0\ud558\ub294 \uc911\uad6d\uc744 \uc774\uc744 \ub098\ub77c\ub294 \uc5b4\ub514\uac00 \ub420\uae4c?<\/p>\n<div style=\"width:100%;overflow:hidden;\">\n<div class=\"si-main\" style=\"float:left;width:calc(100% - 322px);min-width:0;box-sizing:border-box;padding-right:32px;\">\n<nav style=\"background:rgba(0,0,0,0.03);border:1px solid #E0DED5;border-radius:6px;padding:18px 22px;margin-bottom:48px;\" aria-label=\"\ubaa9\ucc28\">\n<span style=\"font-family:'Space Mono',monospace;font-size:13.5px;letter-spacing:0.2em;text-transform:uppercase;color:#9E9B94;margin-bottom:12px;display:block;\">\ubaa9\ucc28<\/span><\/p>\n<ol style=\"list-style:none;padding:0;margin:0;\">\n<li style=\"display:flex;gap:9px;padding:5px 0;font-size:13.5px;color:#1A1917;align-items:baseline;\"><span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#9E9B94;flex-shrink:0;min-width:20px;\">01<\/span><a href=\"#s-china\" style=\"color:#1A1917;text-decoration:none;\">\uc911\uad6d\uc758 \ud55c\uacc4 \u2014 30%\uac00 \uc801\uc790\uc778 \uacf5\uc7a5\uc774 \ub3cc\uc544\uac00\ub294 \uc774\uc720<\/a><\/li>\n<li style=\"display:flex;gap:9px;padding:5px 0;font-size:13.5px;color:#1A1917;align-items:baseline;\"><span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#9E9B94;flex-shrink:0;min-width:20px;\">02<\/span><a href=\"#s-india\" style=\"color:#1A1917;text-decoration:none;\">\uc778\ub3c4 \u2014 10\ubc30 \uc791\uc740 \ub369\uce58\ub85c \uc81c\uc870\uac15\uad6d 1\uc704\ub97c \ub178\ub9b0\ub2e4<\/a><\/li>\n<li style=\"display:flex;gap:9px;padding:5px 0;font-size:13.5px;color:#1A1917;align-items:baseline;\"><span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#9E9B94;flex-shrink:0;min-width:20px;\">03<\/span><a href=\"#s-vietnam\" style=\"color:#1A1917;text-decoration:none;\">\ubca0\ud2b8\ub0a8 \u2014 \uc0bc\uc131\uc774 \ud0a4\uc6b4 &#8216;\uc870\uc6a9\ud55c \uac15\uc790&#8217;<\/a><\/li>\n<li style=\"display:flex;gap:9px;padding:5px 0;font-size:13.5px;color:#1A1917;align-items:baseline;\"><span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#9E9B94;flex-shrink:0;min-width:20px;\">04<\/span><a href=\"#s-indonesia\" style=\"color:#1A1917;text-decoration:none;\">\uc778\ub3c4\ub124\uc2dc\uc544 \u2014 \ub2c8\ucf08 \uc704\uc5d0 \ubc18\ub3c4\uccb4\ub97c \uc62c\ub9ac\uaca0\ub2e4\ub294 \uc2b9\ubd80\uc218<\/a><\/li>\n<li style=\"display:flex;gap:9px;padding:5px 0;font-size:13.5px;color:#1A1917;align-items:baseline;\"><span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#9E9B94;flex-shrink:0;min-width:20px;\">05<\/span><a href=\"#s-dark\" style=\"color:#1A1917;text-decoration:none;\">\ub2e4\ud06c\ud638\uc2a4\ub4e4 \u2014 \uba55\uc2dc\ucf54, \ubc29\uae00\ub77c\ub370\uc2dc, \uadf8\ub9ac\uace0 \uc544\ubb34\ub3c4 \uc548 \ubcf4\ub294 \uacf3<\/a><\/li>\n<li style=\"display:flex;gap:9px;padding:5px 0;font-size:13.5px;color:#1A1917;align-items:baseline;\"><span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#9E9B94;flex-shrink:0;min-width:20px;\">06<\/span><a href=\"#s-conclusion\" style=\"color:#1A1917;text-decoration:none;\">\uacb0\ub860 \u2014 &#8216;\ub300\uccb4&#8217;\uac00 \uc544\ub2c8\ub77c &#8216;\ubd84\uc0b0&#8217;\uc774\ub2e4<\/a><\/li>\n<\/ol>\n<\/nav>\n<p><!-- \u2550\u2550\u2550 01 \uc911\uad6d\uc758 \ud55c\uacc4 \u2550\u2550\u2550 --><\/p>\n<div id=\"s-china\" style=\"margin-bottom:56px;\">\n<div style=\"display:flex;align-items:center;gap:14px;margin-bottom:16px;\">\n<div style=\"width:48px;height:48px;border-radius:8px;background:#134E4A;display:flex;align-items:center;justify-content:center;flex-shrink:0;\"><span style=\"font-family:'Space Mono',monospace;font-size:18px;font-weight:700;color:#FFFFFF;line-height:1;\">01<\/span><\/div>\n<p><span style=\"font-family:'DM Serif Display',serif;font-size:22px;font-weight:400;letter-spacing:0.02em;color:#3C3A35;\">\uc911\uad6d\uc758 \ud55c\uacc4<\/span>\n<\/div>\n<h2 style=\"font-family:'DM Serif Display',serif;font-size:30px;font-weight:400;line-height:1.2;color:#1A1917;margin:0 0 22px 0;letter-spacing:-0.01em;\">30%\uac00 \uc801\uc790\uc778 \uacf5\uc7a5\uc774 \ub3cc\uc544\uac00\ub294 \uc774\uc720<\/h2>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\uc911\uad6d\uc740 2020\ub144 \uae30\uc900 \uc138\uacc4 \uc81c\uc870\uc5c5 \ucd1d\uc0dd\uc0b0\uc758 35%\ub97c \ucc28\uc9c0\ud55c \uc720\uc77c\ubb34\uc774\ud55c \uc81c\uc870 \ucd08\uac15\ub300\uad6d\uc774\ub2e4. \ub098\uba38\uc9c0 9\uac1c \uc81c\uc870 \uac15\uad6d\uc744 \ud569\uccd0\uc57c \uaca8\uc6b0 \ube44\uc2b7\ud55c \uc218\uc900\uc774\ub2e4. \uc774 \uac70\ub300\ud55c \uacf5\uc7a5\uc744 \uc774\uc744 \uad6d\uac00\ub294 \uc5b4\ub514\uac00 \ub420\uae4c?<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\ubbf8 \uc5f0\uc900 \ub308\ub7ec\uc2a4 \uc9c0\ubd80\uac00 2025\ub144 \ub9d0\uc5d0 \ub0b8 \ubcf4\uace0\uc11c\uac00 \ud558\ub098 \uc788\ub2e4. \uc911\uad6d \uc0b0\uc5c5\uccb4\uc758 \uc57d 30%\uac00 \uc801\uc790 \uc0c1\ud0dc\ub85c \uc6b4\uc601 \uc911\uc774\ub77c\ub294 \uac74\ub370, \ucf54\ub85c\ub098 \uc774\uc804\uc5d0\ub294 20%\ub300 \uc600\ub358 \uac83\uc774 10% \ud3ec\uc778\ud2b8\uac00 \ub354 \ub298\uc740 \uc218\uce58\ub2e4. \uadf8\ub9ac\uace0 \uc81c\uc870\uc5c5 \uc790\uc0b0 \uc911 \uc801\uc790 \uae30\uc5c5\uc774 \ucc28\uc9c0\ud558\ub294 \ube44\uc911\uc774 2019\ub144 4%\uc5d0\uc11c 11%\ub85c \uac70\uc758 3\ubc30 \ub6f0\uc5c8\ub2e4. \uae30\uc874\uc5d4\ub290 \uc801\uc790 \uae30\uc5c5\ub4e4\uc774 \uc801\uc5b4\uc11c \uad1c\ucc2e\ub2e4\ub294 \ubcc0\uba85\uc774 \ud1b5\ud588\ub294\ub370 \uc774\uc81c\ub294 \uadf8\ub9c8\uc800\ub3c4 \uc5b4\ub835\uac8c \ub410\ub2e4\ub294 \uac70\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\uadf8\ub7fc \uc774 \uc801\uc790 \uacf5\uc7a5\ub4e4\uc740 \ub204\uac00 \uba39\uc5ec \uc0b4\ub9ac\uae38\ub798 \uacc4\uc18d \uc6b4\uc601\ub418\uace0 \uc788\uc744\uae4c? \uc77c\ubcf8\uc758 1990\ub144\ub300 &#8216;\uc880\ube44 \ub300\ucd9c&#8217;\uacfc \ube44\uc2b7\ud55c \ud328\ud134\uc774 \ub098\ud0c0\ub098\uace0 \uc788\ub2e4. \uc740\ud589\ub4e4\uc774 \ubd80\uc2e4 \uae30\uc5c5\uc5d0 \uacc4\uc18d \ub3c8\uc744 \ubc00\uc5b4\ub123\uc5b4 \ubd80\ub3c4\ub97c \ub9c9\uace0, \uadf8 \uacb0\uacfc \uc0b0\uc5c5 \uc804\uccb4\uc5d0 \uac00\uaca9 \ud558\ub77d \uc555\ub825\uc774 \ud37c\uc9c0\ub294 \uc0c1\ud669. \uc0dd\uc0b0\uc790\ubb3c\uac00\uc9c0\uc218(PPI)\uac00 38\uac1c\uc6d4 \uc5f0\uc18d \ub9c8\uc774\ub108\uc2a4\ub97c \uae30\ub85d \uc911\uc774\uace0 \ud2b9\ud788 &#8216;\uc81c\uc870 2025&#8217; \uc804\ub7b5\uc73c\ub85c \uc9d1\uc911 \ud22c\uc790\ud55c \ucca8\ub2e8 \uc81c\uc870 \ubd84\uc57c\uc758 \ubb3c\uac00 \ud558\ub77d \ud3ed\uc774 -4%\ub85c \uc804\uccb4 \ud3c9\uade0\ubcf4\ub2e4 \uc2ec\ud558\ub2e4\uace0 \ud55c\ub2e4.<\/p>\n<div style=\"border-left:3px solid #92700F;background:#FFFBEB;padding:16px 20px;margin:0 0 20px 0;border-radius:0 4px 4px 0;\">\n<span style=\"font-family:'Space Mono',monospace;font-size:13px;font-weight:700;color:#92700F;display:block;margin-bottom:8px;\">\ud83d\udca1 \uacfc\uc789\uc124\ube44(Overcapacity)\ub780?<\/span><\/p>\n<p style=\"font-size:14px;color:#1A1917;line-height:1.7;margin:0;\">\ud604\uc7ac \uac00\uaca9 \uc218\uc900\uc5d0\uc11c \uc218\uc694\uac00 \ud761\uc218\ud560 \uc218 \uc5c6\uc744 \ub9cc\ud07c \uacf5\uae09 \ub2a5\ub825\uc774 \ucd08\uacfc\ub41c \uc0c1\ud0dc. \uc911\uad6d\uc740 2021~22\ub144 \ubd80\ub3d9\uc0b0 \ud22c\uc790\uac00 \uae09\uac10\ud558\uba74\uc11c \uadf8 \ube48\uc790\ub9ac\ub97c \uc0b0\uc5c5 \ud22c\uc790\ub85c \ub9e4\uafe8\ub294\ub370, \uadf8\ub54c \ub9cc\ub4e4\uc5b4\uc9c4 \uc124\ube44\uac00 \uc9c0\uae08 \ub0a8\uc544\ub3cc\uace0 \uc788\ub2e4. \uc774 \uacfc\uc789 \uc124\ube44\uac00 \uc218\ucd9c \uacf5\uc138\ub85c \uc774\uc5b4\uc9c0\uba74\uc11c \uc804 \uc138\uacc4 \ubb34\uc5ed \ub9c8\ucc30\uc758 \uc6d0\uc778\uc774 \ub418\uace0 \uc788\ub2e4.<\/p>\n<\/div>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\uc5ec\uae30\uc5d0 \uc778\uac74\ube44 \ubb38\uc81c\uae4c\uc9c0 \uacb9\uce5c\ub2e4. \uc0c1\ud558\uc774 \ucd5c\uc800\uc784\uae08\uc774 \uc6d4 2,690\uc704\uc548, \uc6b0\ub9ac\ub3c8 \uc57d 50\ub9cc\uc6d0\uc73c\ub85c \uc62c\ub77c\uc11c \ubca0\ud2b8\ub0a8 \ub300\ube44 \uc57d 2\ubc30, \uc778\ub3c4\ub124\uc2dc\uc544 \ub300\ube44 \uc57d 5\ubc30 \uc218\uc900\uc744 \uae30\ub85d\ud588\ub2e4. \ubbf8\uad6d \ubc95\ub960 \uc0ac\ubb34\uc18c Harris Sliwoski\uc758 \ubcf4\uace0\uc11c\ub294 \ub354 \uc801\ub098\ub77c\ud55c \ud604\uc2e4\uc744 \uc804\ud558\uace0 \uc788\ub2e4. \uacbd\uc81c\uc801 \uc555\ubc15\uc5d0 \ubab0\ub9b0 \uc911\uad6d \uc81c\uc870\uc0ac\ub4e4\uc774 \uc678\uad6d \ubc14\uc774\uc5b4\uc758 \uc120\ubd88\uae08\uc744 \ubc1b\uace0 \uc7a0\uc801\ud558\uac70\ub098, \uace0\uac1d\uc758 IP(\uc9c0\uc801\uc7ac\uc0b0)\ub97c \ubb34\uae30\ud654\ud558\ub294 \uc77c\ubd80 \uc0ac\ub840\ub97c \uc18c\uac1c\ud588\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\uadf8\ub7fc &#8216;\uc81c\uc870\uac15\uad6d \uc911\uad6d&#8217;\uc774 \ud754\ub4e4\ub9ac\uace0 \uc788\uc744\uae4c? \ub0b4 \uc0dd\uac01\uc5d0 \uc911\uad6d\uc740 \ubb34\ub108\uc9c0\ub294 \uac8c \uc544\ub2c8\ub77c &#8216;\ubcc0\ud0dc(metamorphosis)&#8217;\ud558\uace0 \uc788\ub2e4\uace0 \ubcf8\ub2e4. \uc800\ubd80\uac00\uac00\uce58 \uc81c\uc870\ub294 \ubc00\uc5b4\ub0b4\uace0, EV\u00b7AI\u00b7\ubc18\ub3c4\uccb4 \uac19\uc740 \ucca8\ub2e8 \ubd84\uc57c\ub85c \uc62c\ub77c\uac00\uace0 \uc788\ub294 \uac83 \uac19\ub2e4. \ud488\uc9c8 \ubb38\uc81c, \ube0c\ub79c\ub4dc \uc774\ubbf8\uc9c0 \ubb38\uc81c\uac00 \uc788\uae34 \ud558\uc9c0\ub9cc BYD\uac00 \uc138\uacc4 \ucd5c\uace0 \uc218\uc900\uc758 \uc804\uae30\ucc28\ub97c \ub9cc\ub4e4\uace0, \ud654\uc6e8\uc774\uac00 \uc790\uccb4 \uce69\uc744 \uc124\uacc4\ud558\uace0, CATL\uc774 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\ub294(\ud558\ub824\uace0 \ud558\ub294)\uac8c \uadf8 \uc99d\uac70\ub2e4. \uc774 \ucd94\uce21\uc774 \ub9de\ub2e4\uba74 &#8220;\uc911\uad6d\uc774 \ubc00\uc5b4\ub0b4\ub294 \uc800\ubd80\uac00\uac00\uce58 \uc81c\uc870\uc5c5\uc744 \ub204\uac00 \ubc1b\ub290\ub0d0&#8221;\uac00 \uad81\uae08\ud558\uc9c0 \uc54a\uc744 \uc218 \uc5c6\ub2e4.<\/p>\n<div class=\"si-table\" style=\"width:100%;margin:0 0 24px 0;border:1px solid #E0DED5;border-radius:4px;overflow:hidden;\">\n<div class=\"si-dhead\" style=\"display:flex;background:#F0EFE9;border-bottom:2px solid #1A1917;\">\n<div style=\"flex:1.2;padding:10px 12px;font-family:'Space Mono',monospace;font-size:13px;font-weight:700;color:#1A1917;\">\uc9c0\ud45c<\/div>\n<div style=\"flex:1;padding:10px 12px;font-family:'Space Mono',monospace;font-size:13px;font-weight:700;color:#1A1917;text-align:center;\">\uc911\uad6d<\/div>\n<div style=\"flex:1;padding:10px 12px;font-family:'Space Mono',monospace;font-size:13px;font-weight:700;color:#1A1917;text-align:center;\">\uc778\ub3c4<\/div>\n<div style=\"flex:1;padding:10px 12px;font-family:'Space Mono',monospace;font-size:13px;font-weight:700;color:#1A1917;text-align:center;\">\ubca0\ud2b8\ub0a8<\/div>\n<div style=\"flex:0.9;padding:10px 12px;font-family:'Space Mono',monospace;font-size:13px;font-weight:700;color:#1A1917;text-align:center;\">\uc778\ub3c4\ub124\uc2dc\uc544<\/div>\n<\/div>\n<div class=\"si-drow\" style=\"display:flex;border-bottom:1px solid #E0DED5;background:#FFFFFF;\">\n<div style=\"flex:1.2;padding:10px 12px;font-size:13.5px;color:#3C3A35;\">\uc138\uacc4 \uc81c\uc870\uc5c5 \ube44\uc911<\/div>\n<div style=\"flex:1;padding:10px 12px;font-size:13.5px;color:#1A1917;text-align:center;font-family:'Space Mono',monospace;\">~35%<\/div>\n<div style=\"flex:1;padding:10px 12px;font-size:13.5px;color:#1A1917;text-align:center;font-family:'Space Mono',monospace;\">~3.3%<\/div>\n<div style=\"flex:1;padding:10px 12px;font-size:13.5px;color:#1A1917;text-align:center;font-family:'Space Mono',monospace;\">~1.5%<\/div>\n<div style=\"flex:0.9;padding:10px 12px;font-size:13.5px;color:#1A1917;text-align:center;font-family:'Space Mono',monospace;\">~2.5%<\/div>\n<\/div>\n<div class=\"si-drow\" style=\"display:flex;border-bottom:1px solid #E0DED5;background:#FAFAF8;\">\n<div style=\"flex:1.2;padding:10px 12px;font-size:13.5px;color:#3C3A35;\">\uc81c\uc870\uc5c5 GDP \ube44\uc911<\/div>\n<div style=\"flex:1;padding:10px 12px;font-size:13.5px;color:#1A1917;text-align:center;font-family:'Space Mono',monospace;\">27%<\/div>\n<div style=\"flex:1;padding:10px 12px;font-size:13.5px;color:#1A1917;text-align:center;font-family:'Space Mono',monospace;\">17%<\/div>\n<div style=\"flex:1;padding:10px 12px;font-size:13.5px;color:#1A1917;text-align:center;font-family:'Space Mono',monospace;\">24%<\/div>\n<div style=\"flex:0.9;padding:10px 12px;font-size:13.5px;color:#1A1917;text-align:center;font-family:'Space Mono',monospace;\">20%<\/div>\n<\/div>\n<div class=\"si-drow\" style=\"display:flex;border-bottom:1px solid #E0DED5;background:#FFFFFF;\">\n<div style=\"flex:1.2;padding:10px 12px;font-size:13.5px;color:#3C3A35;\">\uc81c\uc870\uc5c5 \uc6d4 \uc778\uac74\ube44<\/div>\n<div style=\"flex:1;padding:10px 12px;font-size:13.5px;color:#1A1917;text-align:center;font-family:'Space Mono',monospace;\">$840+<\/div>\n<div style=\"flex:1;padding:10px 12px;font-size:13.5px;color:#1A1917;text-align:center;font-family:'Space Mono',monospace;\">$250~400<\/div>\n<div style=\"flex:1;padding:10px 12px;font-size:13.5px;color:#1A1917;text-align:center;font-family:'Space Mono',monospace;\">$250~400<\/div>\n<div style=\"flex:0.9;padding:10px 12px;font-size:13.5px;color:#1A1917;text-align:center;font-family:'Space Mono',monospace;\">$100~350<\/div>\n<\/div>\n<div class=\"si-drow\" style=\"display:flex;border-bottom:1px solid #E0DED5;background:#FAFAF8;\">\n<div style=\"flex:1.2;padding:10px 12px;font-size:13.5px;color:#3C3A35;\">2025 GDP \uc131\uc7a5\ub960<\/div>\n<div style=\"flex:1;padding:10px 12px;font-size:13.5px;color:#1A1917;text-align:center;font-family:'Space Mono',monospace;\">~5.0%<span style=\"font-size:11px;color:#9E9B94;\"> \uacf5\uc2dd<\/span><\/div>\n<div style=\"flex:1;padding:10px 12px;font-size:13.5px;color:#1A1917;text-align:center;font-family:'Space Mono',monospace;\">6.5%<\/div>\n<div style=\"flex:1;padding:10px 12px;font-size:13.5px;color:#1A1917;text-align:center;font-family:'Space Mono',monospace;\">8.0%<\/div>\n<div style=\"flex:0.9;padding:10px 12px;font-size:13.5px;color:#1A1917;text-align:center;font-family:'Space Mono',monospace;\">5.0%<\/div>\n<\/div>\n<div class=\"si-drow\" style=\"display:flex;background:#FFFFFF;\">\n<div style=\"flex:1.2;padding:10px 12px;font-size:13.5px;color:#3C3A35;\">\uc778\uad6c (2025)<\/div>\n<div style=\"flex:1;padding:10px 12px;font-size:13.5px;color:#1A1917;text-align:center;font-family:'Space Mono',monospace;\">14.1\uc5b5<\/div>\n<div style=\"flex:1;padding:10px 12px;font-size:13.5px;color:#1A1917;text-align:center;font-family:'Space Mono',monospace;\">14.4\uc5b5<\/div>\n<div style=\"flex:1;padding:10px 12px;font-size:13.5px;color:#1A1917;text-align:center;font-family:'Space Mono',monospace;\">1\uc5b5<\/div>\n<div style=\"flex:0.9;padding:10px 12px;font-size:13.5px;color:#1A1917;text-align:center;font-family:'Space Mono',monospace;\">2.75\uc5b5<\/div>\n<\/div>\n<\/div>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\uc774 \ud45c\ub97c \ubcf4\uba74, \uc911\uad6d\uc758 \uc138\uacc4 \uc81c\uc870\uc5c5 \ube44\uc911 35%\uc5d0 \ube44\ud574 \ub098\uba38\uc9c0 \uc138 \ub098\ub77c\ub97c \ud569\uce5c \ube44\uc911\uc740 7% \ub0a8\uc9d3\uc73c\ub85c \uc57d 5\ubc30 \ucc28\uc774\uac00 \ub098\ub294 \uac83\uc744 \uc54c \uc218 \uc788\ub2e4. \uc911\uad6d \uc81c\uc870\uc5c5 \uc774\uc804\ub7c9\uc758 10%\ub9cc \uc778\ub3c4\ub85c \uac00\ub3c4 \uc778\ub3c4 \uc81c\uc870\uc5c5 \uaddc\ubaa8\uac00 5\ub144 \uc548\uc5d0 \ub450 \ubc30\uac00 \ub41c\ub2e4\ub294 WEF 2026 \ub2e4\ubcf4\uc2a4 \ubc1c\uc5b8\uc740 \uacfc\uc7a5\uc774 \uc544\ub2cc \uac83\uc774\ub2e4. \uadf8\ub9cc\ud07c \uc911\uad6d\uc774 \uac70\ub300\ud558\uace0 \ub2e4\ub978 \uc81c\uc870\uc5c5 \uad6d\uac00\ub4e4\uc740 \uc544\uc9c1 \uc791\ub2e4\uace0 \ud560 \uc218 \uc788\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">Rhodium Group\uc740, \uc911\uad6d\uc758 \uacf5\uc2dd 2025\ub144 GDP \uc131\uc7a5\ub960 5%\ub294 \uacfc\ub300 \uacc4\uc0c1\ub41c \uc218\uce58\uc774\uba70 \uc2e4\uc81c \uc131\uc7a5\ub960\uc740 3% \ubbf8\ub9cc\uc774\ub77c\uace0 \uc8fc\uc7a5\ud588\ub2e4. \ubd80\ub3d9\uc0b0 \ud22c\uc790\ub294 2022\ub144 \uc774\ud6c4 \uc0ac\uc2e4\uc0c1 \uba48\ucdb0\ubc84\ub838\uace0, \uc18c\ube44 \ubaa8\uba58\ud140\ub3c4 \uc57d\ud558\ub2e4. 2026\ub144 \uc131\uc7a5\uc758 \ud575\uc2ec \ubcc0\uc218\ub294 \uc218\ucd9c \uc131\uacfc\uc778\ub370, \ubbf8\uad6d\uc758 30% \uc774\uc0c1 \uad00\uc138\uc640 \uc720\ub7fd\uc758 \ubc18\ubcf4\uc870\uae08 \uc870\uc0ac\uac00 \uc774\ub9c8\uc800\ub3c4 \uc911\uad6d\uc744 \ud798\ub4e4\uac8c \ud558\uace0 \uc788\ub2e4.<\/p>\n<\/div>\n<p><!-- \u2550\u2550\u2550 02 \uc778\ub3c4 \u2550\u2550\u2550 --><\/p>\n<div id=\"s-india\" style=\"margin-bottom:56px;\">\n<div style=\"display:flex;align-items:center;gap:14px;margin-bottom:16px;\">\n<div style=\"width:48px;height:48px;border-radius:8px;background:#134E4A;display:flex;align-items:center;justify-content:center;flex-shrink:0;\"><span style=\"font-family:'Space Mono',monospace;font-size:18px;font-weight:700;color:#FFFFFF;line-height:1;\">02<\/span><\/div>\n<p><span style=\"font-family:'DM Serif Display',serif;font-size:22px;font-weight:400;letter-spacing:0.02em;color:#3C3A35;\">\uc778\ub3c4<\/span>\n<\/div>\n<h2 style=\"font-family:'DM Serif Display',serif;font-size:30px;font-weight:400;line-height:1.2;color:#1A1917;margin:0 0 22px 0;letter-spacing:-0.01em;\">10\ubc30 \uc791\uc740 \ub369\uce58\ub85c <span style=\"color:#134E4A;\">\uc81c\uc870\uac15\uad6d 1\uc704\ub97c \ub178\ub9b0\ub2e4<\/span><\/h2>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">2025\ub144 \uc911\ubc18 \ucbe4\uc5d0 \uc778\ub3c4\uac00 \uc77c\ubcf8\uc744 \uc81c\uce58\uace0 \uc138\uacc4 4\uc704 \uacbd\uc81c\ub300\uad6d\uc774 \ub410\ub2e4. 2027\ub144\uc774\uba74 \ub3c5\uc77c\ub3c4 \ub118\uc5b4\uc11c 3\uc704\uac00 \ub420 \uc804\ub9dd\uc774\ub2e4. \uc81c\uc870\uc5c5 \ucabd \uc22b\uc790\ub3c4 \uaf64 \uc778\uc0c1\uc801\uc778\ub370, FY2025-26 \uc0c1\ubc18\uae30 \uc81c\uc870\uc5c5 GVA \uc131\uc7a5\ub960\uc774 1\ubd84\uae30 7.72%, 2\ubd84\uae30 9.13%\ub97c \uae30\ub85d\ud588\uace0, 2025\ub144 12\uc6d4\uc5d0\ub294 \uc0b0\uc5c5\uc0dd\uc0b0\uc774 8.1% \uc131\uc7a5\ud558\uba70 2\ub144 \ub9cc\uc758 \ucd5c\uace0\uce58\ub97c \ucc0d\uc5c8\ub2e4. \uc804\uc790(+34.9%)\uc640 \uc790\ub3d9\ucc28(+33.5%) \ubd80\ubb38\uc774 \ud2b9\ud788 \uac15\ud588\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\uc778\ub3c4\uac00 \ub0b4\uc138\uc6b0\ub294 \uce74\ub4dc\ub294 \ubd84\uba85\ud558\ub2e4. 14.4\uc5b5\uba85\uc758 \uc778\uad6c, \ud2b9\ud788 \uc911\uc704\uc5f0\ub839 28\uc138\uc758 \uc778\uad6c \uad6c\uc870\uc801 \uc774\uc810\uc774\ub2e4. \uadf8\ub9ac\uace0 \ubaa8\ub514 \uc815\ubd80\uc758 PLI(\uc0dd\uc0b0\uc5f0\uacc4\uc778\uc13c\ud2f0\ube0c) 2.0 \uc815\ucc45\uc774\ub2e4. PLI 2.0\uc740 \ubc18\ub3c4\uccb4\u00b7\ubc30\ud130\ub9ac\u00b7\uadf8\ub9b0\uc218\uc18c \ub4f1 \ucca8\ub2e8 \ubd84\uc57c\uc5d0 260\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc785\ud558\uace0, \ubcf4\uc870\uae08\uc758 50%\ub97c \uc2e4\uc801 \uc5f0\ub3d9\uc73c\ub85c \uc124\uacc4\ud588\ub2e4\uace0 \ud55c\ub2e4. \uc778\ub3c4\uae30\uc5c5 \ud0c0\ud0c0 \uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4\uac00 \uc544\uc0bc\uc5d0 \ubc18\ub3c4\uccb4 \uc870\ub9bd \uacf5\uc7a5\uc744 \uac74\uc124\uc911\uc774\uace0 2026\ub144 \uc608\uc0b0\uc548\uc5d0\ub294 \uc624\ub514\uc0e4\u00b7\ucf00\ub784\ub77c\u00b7\uc548\ub4dc\ub77c\ud504\ub77c\ub370\uc2dc\u00b7\ud0c0\ubc00\ub098\ub450\ub97c \uc787\ub294 \ud76c\ud1a0\ub958 \uc804\uc6a9 \uc0b0\uc5c5 \uacc4\ud68d\ub3c4 \ub4e4\uc5b4\uc788\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\uadf8\ub7f0\ub370 \u524d \uc778\ub3c4\uc911\uc559\uc740\ud589(RBI) \ucd1d\uc7ac \ub77c\uad6c\ub78c \ub77c\uc794\uc740 WEF\uc5d0\uc11c \uc544\uc8fc \uc9c1\uc124\uc801\uc73c\ub85c \ub9d0\ud588\ub2e4. &#8220;\uc778\ub3c4\ub294 \uc81c\uc870\uc5c5 \ubc84\uc2a4\ub97c \ud55c \ubc88 \ub193\ucce4\ub2e4.&#8221; \uc911\uad6d\uc774 \uac1c\ubc29\ud588\uc744 \ub54c \uc911\uad6d\uc5d0\ub294 \uc798 \uad50\uc721\ubc1b\uc740 \ub178\ub3d9\ub825\uacfc \uc9c0\ubc29\uc815\ubd80 \uac04 \uacbd\uc7c1\uc73c\ub85c \ub9cc\ub4e4\uc5b4\uc9c4 \ube44\uc988\ub2c8\uc2a4 \uc0dd\ud0dc\uacc4\uac00 \uc788\uc5c8\ub294\ub370, \uc778\ub3c4\uc5d0\ub294 \ub458 \ub2e4 \ubd80\uc871\ud588\ub2e4\ub294 \uac70\ub2e4. \uadf8\ub9ac\uace0 \uc9c0\uae08\uc740 \uc0c1\ud669\uc774 \ub354 \uc5b4\ub835\ub2e4. \uacfc\uac70\uc5d0\ub294 \uc81c\uc870\uc5c5 \uacbd\uc7c1 \uc0c1\ub300\uac00 \ubbf8\uad6d \uac19\uc740 \uace0\uc784\uae08 \uad6d\uac00\uc600\ub294\ub370, \uc9c0\uae08\uc740 \ubca0\ud2b8\ub0a8\u00b7\ubc29\uae00\ub77c\ub370\uc2dc \uac19\uc740 \uc800\uc784\uae08 \uad6d\uac00\uc640 \uc2f8\uc6cc\uc57c \ud55c\ub2e4. \uc5ec\uae30\uc5d0 \uc790\ubcf8 \uc7a5\ube44\uae4c\uc9c0 \uac16\ucd94\uace0 \uc788\ub294 \uc911\uad6d\uacfc \uc9c1\uc811 \uacbd\uc7c1\ud574\uc57c \ud55c\ub2e4\ub294 \uac70\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">NITI Aayog\uc758 \uc544\ub974\ube48\ub4dc \ube44\ub974\ub9c8\ub2c8 \uc704\uc6d0\uc774 \uaf3d\uc740 \uc778\ub3c4 \uc81c\uc870\uc5c5\uc758 \uc138 \uac00\uc9c0 \uad6c\uc870\uc801 \ubcd1\ubaa9\uc740 \uc774\ub807\ub2e4. \uccab\uc9f8, \ud1a0\uc9c0 \ucde8\ub4dd. \uc815\ubd80 \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 \uc778\ud504\ub77c \ud504\ub85c\uc81d\ud2b8 \uc9c0\uc5f0 \uc6d0\uc778\uc758 35%\uac00 \ud1a0\uc9c0 \ucde8\ub4dd \ubb38\uc81c\ub2e4. JSW\uc758 32\uc5b5 \ub2ec\ub7ec \uc624\ub514\uc0e4 \uc81c\ucca0\uc18c\ub294 \ubd80\uc871\ubbfc \uccad\uc6d0\uc73c\ub85c \ud1a0\uc9c0 42%\uac00 \ub9c9\ud600 \uc788\uace0, \ud0c0\ud0c0 \uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4\ub294 \uc544\uc0bc 600\uc5d0\uc774\ucee4 \ud655\ubcf4\uc5d0\ub9cc 14\uac1c\uc6d4\uc774 \uac78\ub838\ub2e4. \ub458\uc9f8, \uc0b0\uc5c5\uc6a9 \uc804\uae30\uc694\uae08\uc774 \uc6d0\uac00\ubcf4\ub2e4 \ube44\uc2f8\ub2e4. \uc14b\uc9f8, \uad50\uc721\uacfc \uc219\ub828 \ub178\ub3d9\ub825 \uaca9\ucc28. \uc911\uad6d\uc774 GDP \ub300\ube44 R&#038;D\uc5d0 2.7%\ub97c \uc4f8 \ub54c \uc778\ub3c4\ub294 0.7%\ub2e4. \uac70\uc758 4\ubc30 \ucc28\uc774\uac00 \ub09c\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\uadf8\ub798\uc11c \uc778\ub3c4\ub294 &#8216;\uc81c\uc870\uc5c5 \uac15\uad6d&#8217;\uc774 \ub420 \uc218 \uc788\uc744\uae4c? \uc194\uc9c1\ud788, \uc911\uad6d\uc774 \uac78\uc5b4\uc628 &#8216;\ubc11\ubc14\ub2e5 \uc870\ub9bd\ubd80\ud130 \uc2dc\uc791\ud574\uc11c \ucca8\ub2e8\uc73c\ub85c \uc62c\ub77c\uac00\ub294&#8217; \uace0\uc804\uc801 \ub3d9\uc544\uc2dc\uc544 \uacbd\ub85c\ub97c \uc778\ub3c4\uac00 \uadf8\ub300\ub85c \ubc1f\uae30\ub294 \uc5b4\ub824\uc6cc \ubcf4\uc778\ub2e4. \uc778\ub3c4\uc758 \uc9c4\uc9dc \uac15\uc810\uc740 \uc624\ud788\ub824 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc640 \uc11c\ube44\uc2a4\uc5d0 \uc788\ub294 \uac83 \uac19\ub2e4. GCC(\uae00\ub85c\ubc8c \uce90\ud37c\ube4c\ub9ac\ud2f0 \uc13c\ud130)\uac00 \uc774\ubbf8 1,800\uac1c \uc774\uc0c1\uc774\uace0, \ubc29\uac08\ub85c\ub974\uc758 \ub370\uc774\ud130 \uc0ac\uc774\uc5b8\ud2f0\uc2a4\ud2b8 \uc778\uac74\ube44\uac00 \uc0cc\ud504\ub780\uc2dc\uc2a4\ucf54\uc758 60~70% \uc218\uc900\uc774\ub2e4. \ub77c\uc794\uc758 \ud45c\ud604\ub300\ub85c &#8216;\uc2a4\ub9c8\uc77c \ucee4\ube0c&#8217;\uc758 \uc591\ucabd \ub05d(\uae30\ud68d\u00b7\uc124\uacc4\uc640 \ub9c8\ucf00\ud305\u00b7\ud310\ub9e4)\uc5d0\uc11c \uac00\uce58\ub97c \uc7a1\ub294 \uc804\ub7b5\uc774 \uc778\ub3c4\uc5d0 \ub354 \ub9de\uc744 \uc218 \uc788\ub2e4\uace0 \ubcf8\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\ud558\uc9c0\ub9cc \uc81c\uc870\uc5c5 \uc5c6\uc774 14\uc5b5 \uc778\uad6c\ub97c \uba39\uc5ec\uc0b4\ub9b4 \uc218\ub294 \uc5c6\uae30 \ub54c\ubb38\uc5d0 \uc778\ub3c4\ub294 \ub450 \ud2b8\ub799\uc744 \ub3d9\uc2dc\uc5d0 \ub2ec\ub9ac\uc9c0 \uc54a\uc744\uae4c \uc2f6\ub2e4. \uc5ed\uc0ac\uc801\uc73c\ub85c \ub458 \ub2e4 \uc798\ud558\ub294 \uac74 \ub9e4\uc6b0 \ub4dc\ubb38 \uc77c\uc774\uae30\uc5d0, \uc774\ub7f0 \uc591\uba74\uc131\uc774 \uc778\ub3c4 \ud22c\uc790\uc758 \uac78\ub9bc\ub3cc\uc774\ub2e4.<\/p>\n<\/div>\n<p><!-- \u2550\u2550\u2550 03 \ubca0\ud2b8\ub0a8 \u2550\u2550\u2550 --><\/p>\n<div id=\"s-vietnam\" style=\"margin-bottom:56px;\">\n<div style=\"display:flex;align-items:center;gap:14px;margin-bottom:16px;\">\n<div style=\"width:48px;height:48px;border-radius:8px;background:#134E4A;display:flex;align-items:center;justify-content:center;flex-shrink:0;\"><span style=\"font-family:'Space Mono',monospace;font-size:18px;font-weight:700;color:#FFFFFF;line-height:1;\">03<\/span><\/div>\n<p><span style=\"font-family:'DM Serif Display',serif;font-size:22px;font-weight:400;letter-spacing:0.02em;color:#3C3A35;\">\ubca0\ud2b8\ub0a8<\/span>\n<\/div>\n<h2 style=\"font-family:'DM Serif Display',serif;font-size:30px;font-weight:400;line-height:1.2;color:#1A1917;margin:0 0 22px 0;letter-spacing:-0.01em;\">\uc0bc\uc131\uc774 \ud0a4\uc6b4 <span style=\"color:#134E4A;\">&#8216;\uc870\uc6a9\ud55c \uac15\uc790&#8217;<\/span><\/h2>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">2025\ub144, \ubca0\ud2b8\ub0a8 GDP \uc131\uc7a5\ub960 8.02%. \uc774\uac83\uc740 \uc544\uc2dc\uc544\uc5d0\uc11c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc774\uc5c8\ub2e4. GDP\uac00 5,140\uc5b5 \ub2ec\ub7ec\ub97c \ub118\uae30\uba74\uc11c 1\uc778\ub2f9 GDP\ub3c4 5,026\ub2ec\ub7ec\ub85c \uc62c\ub77c\uac14\uace0, \uc815\ubd80\ub294 2026\ub144 \ubaa9\ud45c\ub85c \ub450 \uc790\ub9bf\uc218 \uc131\uc7a5(\uc57d10%)\uc774\ub77c\ub294 \uc57c\uc2ec \ucc2c \uc22b\uc790\ub97c \ub0b4\uac78\uc5c8\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\uc22b\uc790\ub9cc \ubcf4\uba74 \uc644\ubcbd\ud55c \uc131\uacf5 \uc2a4\ud1a0\ub9ac \uac19\uc740\ub370 \uc774 \uc131\uacf5\uc758 \uc774\uba74\uc744 \ub4e4\uc5ec\ub2e4\ubcf4\uba74 \uc880 \ubd88\ud3b8\ud55c \uad6c\uc870\uac00 \ubcf4\uc778\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\ubca0\ud2b8\ub0a8 \uc804\uc790\uc81c\ud488 \uc218\ucd9c\uc740 2024\ub144 \uae30\uc900 1,265\uc5b5 \ub2ec\ub7ec\ub85c \uc804\uccb4 \uc218\ucd9c\uc758 3\ubd84\uc758 1\uc744 \ucc28\uc9c0\ud55c\ub2e4. \uc0bc\uc131\u00b7LG\u00b7\ud3ed\uc2a4\ucf58\u00b7\uc778\ud154\uc774 \ub300\uaddc\ubaa8 \uc0dd\uc0b0\uae30\uc9c0\ub97c \uc6b4\uc601\ud558\uace0 \uc788\uace0, \uc0bc\uc131 \ud63c\uc790 \ubca0\ud2b8\ub0a8\uc5d0 200\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc744 \ud22c\uc790\ud588\ub2e4. \uc0bc\uc131 \uc2a4\ub9c8\ud2b8\ud3f0 \uae00\ub85c\ubc8c \uc0dd\uc0b0\ub7c9\uc758 60% \uac00\ub7c9\uc774 \ubca0\ud2b8\ub0a8\uc5d0\uc11c \ub098\uc628\ub2e4. \ud3ed\uc2a4\ucf58\uc740 2024\ub144\uc5d0 \ubc15\ub2cc\uc5d0 3.83\uc5b5 \ub2ec\ub7ec\uc9dc\ub9ac PCB \uacf5\uc7a5 \ucd94\uac00 \ud22c\uc790\ub97c \ubc1c\ud45c\ud588\uace0, \ub7ed\uc170\uc5b4(Luxshare)\ub294 6\uac1c \uacf5\uc7a5\uc5d0 4\ub9cc\uba85\uc744 \uace0\uc6a9 \uc911\uc774\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\ubb38\uc81c\ub294 FDI \uae30\uc5c5\uc774 \uc804\uc790 \uc218\ucd9c\uc758 98%\ub97c \ucc28\uc9c0\ud55c\ub2e4\ub294 \uc810\uc774\ub2e4. RMIT\ub300\ud559 \uc5f0\uad6c\uc5d0 \ub530\ub974\uba74 \ubca0\ud2b8\ub0a8 \uad6d\ub0b4 \uae30\uc5c5\uc758 \uae30\uc220 \uc218\uc900\uc740 FDI \uae30\uc5c5 \ub300\ube44 64%\uc5d0 \ubd88\uacfc\ud558\uace0, \uc774 \uaca9\ucc28\uac00 10\ub144\uc9f8 \uc881\ud600\uc9c0\uc9c0 \uc54a\uace0 \uc788\ub2e4. \uc5f0\uac04 500\uc5b5 \ub2ec\ub7ec\uc5b4\uce58 \uc804\uc790\ubd80\ud488\uc744 \uc218\uc785\ud558\uba74\uc11c \uad6d\uc0b0\ud654\uc728\uc740 \uc544\uc9c1 \ub0ae\ub2e4. \ud55c\ub9c8\ub514\ub85c, \ubca0\ud2b8\ub0a8\uc740 \uc544\uc9c1\uae4c\uc9c0 &#8216;\uacf5\uc7a5&#8217;\uc774\uc9c0 &#8216;\uc0dd\ud0dc\uacc4&#8217;\uac00 \uc544\ub2c8\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\uc774\uac8c \uc65c \uc911\uc694\ud558\ub0d0\uba74,, \ud55c\uad6d\uacfc \uc77c\ubcf8\uc2dd \uc0b0\uc5c5\ud654 \uacbd\ub85c, \uc989 \uc870\ub9bd\uc5d0\uc11c \uc2dc\uc791\ud574 \ubd80\ud488\uc744 \uad6d\uc0b0\ud654\ud558\uace0 \uacb0\uad6d \uc790\uccb4 \ube0c\ub79c\ub4dc\ub97c \ub9cc\ub4dc\ub294 \uac83\uc774 \ubca0\ud2b8\ub0a8\uc5d0\uc11c\ub294 \uc544\uc9c1 \uc81c\ub300\ub85c \uc791\ub3d9\ud558\uc9c0 \uc54a\uace0 \uc788\uae30 \ub54c\ubb38\uc774\ub2e4. \ud55c\uad6d\u00b7\uc77c\ubcf8\uc758 FDI \uae30\uc5c5\ub4e4\uc740 \uc790\uae30 \uacf5\uae09\ub9dd\uc744 \ud1b5\uc9f8\ub85c \ub4e4\uace0 \uc624\uace0, \ubca0\ud2b8\ub0a8 \ud604\uc9c0 \uae30\uc5c5\uacfc\uc758 \uc5f0\uacc4\ub294 \uc81c\ud55c\uc801\uc774\ub2e4. \uae30\uc220 \uc774\uc804 \uc5c6\ub294 FDI \uc131\uc7a5\uc740 \uc704\ud0dc\ub86d\ub2e4. \uc0bc\uc131\uc774 \ub0b4\uc77c \ub2e4\ub978 \ub098\ub77c\ub85c \uc62e\uaca8\uac00\uba74 \uc5b4\ub5bb\uac8c \ub420\uae4c?<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\uadf8\ub7fc\uc5d0\ub3c4 \ubca0\ud2b8\ub0a8\uc758 \uac15\uc810\uc740 \uba85\ud655\ud55c\ub370, 1\uc5b5 \uc778\uad6c \uc804\ubd80\uac00 \uac19\uc740 \uc2dc\uac04\ub300\uc5d0 \uc788\uace0 \uc911\uad6d\uacfc \uc721\ub85c \uad6d\uacbd\uc744 \uacf5\uc720\ud574\uc11c \ubd80\ud488 \uc870\ub2ec\uc774 \ube60\ub974\ub2e4\ub294 \uc810\uc774\ub2e4. \ub610 \uc815\uce58\uc801\uc73c\ub85c\ub3c4 \uc548\uc815\uc801\uc774\uace0, FTA \ub124\ud2b8\uc6cc\ud06c\uac00 \ucd18\ucd18\ud558\ub2e4. \uc815\ubd80\uac00 2030\ub144\uae4c\uc9c0 \ubc18\ub3c4\uccb4 \uc5d4\uc9c0\ub2c8\uc5b4 5\ub9cc\uba85 \uc591\uc131\uc744 \ubaa9\ud45c\ub85c \ub300\ud559\uc5d0 \uce69 \uc124\uacc4 \ud504\ub85c\uadf8\ub7a8\uc744 \uac1c\uc124\ud558\uace0 \uc788\ub2e4. 2025\ub144 FDI \uc720\uc785\uc561\uc774 270\uc5b5~380\uc5b5 \ub2ec\ub7ec\ub85c \uc0ac\uc0c1 \ucd5c\ub300\ub97c \uac31\uc2e0\ud588\uace0, Standard Chartered\ub294 2026\ub144 GDP \uc131\uc7a5\ub960\uc744 7.2%\ub85c \uc804\ub9dd\ud558\uace0 \uc788\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\ubca0\ud2b8\ub0a8\uc758 \ud575\uc2ec \uacfc\uc81c\ub294 &#8216;\uc870\ub9bd \uacf5\uc7a5&#8217;\uc5d0\uc11c &#8216;\ubd80\uac00\uac00\uce58 \uc0ac\uc2ac&#8217;\ub85c \uc62c\ub77c\uac00\ub294 \uac83\uc774\ub2e4. \uc774\uac78 \ubabb \ud558\uba74 \uc601\uc6d0\ud788 \ub2e4\uad6d\uc801\uae30\uc5c5\uc758 \uc784\ub300 \uacf5\uc7a5\uc73c\ub85c \ub0a8\uac8c \ub41c\ub2e4. \uc5ed\ubc1c\uc0c1\uc73c\ub85c \uc0dd\uac01\ud574\ubcf4\uba74 \ubca0\ud2b8\ub0a8\uc740 \uadf8 &#8216;\uc784\ub300 \uacf5\uc7a5&#8217; \uc5ed\ud560\uc744 \uc544\uc2dc\uc544\uc5d0\uc11c \uac00\uc7a5 \uc798 \ud558\uace0 \uc788\ub2e4\uace0 \ubcfc \uc218 \uc788\uace0 \uadf8\uac8c \ubc14\ub85c \ud22c\uc790 \ud3ec\uc778\ud2b8 \uc544\ub2d0\uae4c..<\/p>\n<\/div>\n<p><!-- \u2550\u2550\u2550 04 \uc778\ub3c4\ub124\uc2dc\uc544 \u2550\u2550\u2550 --><\/p>\n<div id=\"s-indonesia\" style=\"margin-bottom:56px;\">\n<div style=\"display:flex;align-items:center;gap:14px;margin-bottom:16px;\">\n<div style=\"width:48px;height:48px;border-radius:8px;background:#134E4A;display:flex;align-items:center;justify-content:center;flex-shrink:0;\"><span style=\"font-family:'Space Mono',monospace;font-size:18px;font-weight:700;color:#FFFFFF;line-height:1;\">04<\/span><\/div>\n<p><span style=\"font-family:'DM Serif Display',serif;font-size:22px;font-weight:400;letter-spacing:0.02em;color:#3C3A35;\">\uc778\ub3c4\ub124\uc2dc\uc544<\/span>\n<\/div>\n<h2 style=\"font-family:'DM Serif Display',serif;font-size:30px;font-weight:400;line-height:1.2;color:#1A1917;margin:0 0 22px 0;letter-spacing:-0.01em;\">\ub2c8\ucf08 \uc704\uc5d0 \ubc18\ub3c4\uccb4\ub97c \uc62c\ub9ac\uaca0\ub2e4\ub294 <span style=\"color:#134E4A;\">\uc2b9\ubd80\uc218<\/span><\/h2>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\uc778\ub3c4\ub124\uc2dc\uc544\ub294 \ub2e4\ub978 \uc81c\uc870 \uad6d\uac00\ub4e4\uacfc\ub294 \uacb0\uc774 \ub2e4\ub974\ub2e4. \uc774 \ub098\ub77c\uc758 \uc804\ub7b5\uc740 &#8216;\uac12\uc2fc \ub178\ub3d9\ub825&#8217;\uc774 \uc544\ub2c8\ub77c &#8216;\ucc9c\uc5f0\uc790\uc6d0 \ub808\ubc84\ub9ac\uc9c0&#8217;\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\uc778\ub3c4\ub124\uc2dc\uc544\ub294 \ub2c8\ucf08 \ub9e4\uc7a5\ub7c9 \uc138\uacc4 1\uc704 \uad6d\uac00\ub2e4. \ub2c8\ucf08\uc740 EV \ubc30\ud130\ub9ac\uc758 \ud575\uc2ec \uc6d0\uc790\uc7ac\uc774\uace0, \uc778\ub3c4\ub124\uc2dc\uc544 \uc815\ubd80\ub294 \uc774\uac78 &#8216;\uc6d0\uad11\uc11d \uc218\ucd9c \uae08\uc9c0\u2192\uad6d\ub0b4 \uc81c\ub828 \uc758\ubb34\ud654\u2192EV \ubc30\ud130\ub9ac \ubc38\ub958\uccb4\uc778 \uad6c\ucd95&#8217;\uc774\ub77c\ub294 \uc790\uc6d0 \ud558\ubc29\ud654(downstreaming) \uc804\ub7b5\uc73c\ub85c \ubc00\uc5b4\ubd99\uc774\uace0 \uc788\ub2e4. \uc774 \uc804\ub7b5\uc758 \uc5f0\uc7a5\uc120\uc5d0\uc11c CATL, LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, \ud604\ub300 \uac19\uc740 \uae00\ub85c\ubc8c \uae30\uc5c5\ub4e4\uc774 \ub2c8\ucf08 \uc81c\ub828\u00b7\ubc30\ud130\ub9ac \uacf5\uc7a5\uc5d0 \ud22c\uc790\ud558\uace0 \uc788\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\uadf8\ub7f0\ub370 \uc62c\ud574 2\uc6d4\uc5d0 \ud504\ub77c\ubcf4\uc6cc \uc218\ube44\uc548\ud1a0 \ub300\ud1b5\ub839\uc774 \uc6cc\uc2f1\ud134\uc5d0\uc11c 384\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ubbf8\uad6d-\uc778\ub3c4\ub124\uc2dc\uc544 \ubb34\uc5ed \ud569\uc758\ub97c \uccb4\uacb0\ud588\ub294\ub370, \uadf8 \uc548\uc5d0 \ubc18\ub3c4\uccb4\uac00 \ud575\uc2ec \ucd95\uc73c\ub85c \ub4e4\uc5b4\uac00 \uc788\uc5c8\ub2e4. Essence Global Group\uacfc Tynergy Technology\uac00 \ubc14\ud0d0\uc12c \uac08\ub791 \uc9c0\uc5ed\uc5d0 \ubc18\ub3c4\uccb4 \ud569\uc791\ubc95\uc778\uc744 \uc124\ub9bd\ud558\uae30\ub85c \ud588\uace0, \ucd08\uae30 \ud22c\uc790\uc561\uc774 48.9\uc5b5 \ub2ec\ub7ec\ub2e4. \ub7f0\ub358\uc5d0\uc11c\ub294 ARM\uacfc IC \uc124\uacc4 \uad00\ub828 \uae30\ubcf8\ud611\uc815\ub3c4 \ub9fa\uc5c8\ub2e4. \uc778\ub3c4\ub124\uc2dc\uc544\uac00 \ucd08\uae30 \ud22c\uc790 1.25\uc5b5 \ub2ec\ub7ec\ub85c ARM \uc0dd\ud0dc\uacc4 \uc5d4\uc9c0\ub2c8\uc5b4 1\ub9cc 5\ucc9c\uba85 \uc591\uc131\uc744 \ubaa9\ud45c\ub85c \ub0b4\uac78\uc5c8\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">TSMC\uae09 \ud339\uc744 \uc9d3\ub294 \uac74 \uc218\ubc31\uc5b5 \ub2ec\ub7ec\uc640 \uc218\uc2ed \ub144\uc758 \uae30\uc220 \ucd95\uc801\uc774 \ud544\uc694\ud560 \ud150\ub370 \uc774\uac8c \ud604\uc2e4\uc801\uc778 \uc774\uc57c\uae30\uc77c\uae4c? \uc778\ub3c4\ub124\uc2dc\uc544 \uc815\ubd80\ub3c4 \uc774\uac78 \uc54c\uace0 \uc788\uc5b4\uc11c \uc804\ub7b5\uc744 \uc6e8\uc774\ud37c \uac00\uacf5(\uc81c\uc870) \ub300\uc2e0 \uce69 \uc124\uacc4\uc640 IP\uc5d0 \uc9d1\uc911\ud558\uaca0\ub2e4\uace0 \ubc1c\ud45c\ud588\ub2e4. ARM \uc544\ud0a4\ud14d\ucc98\uac00 \uc804 \uc138\uacc4 \uc790\ub3d9\ucc28\uc6a9 \uce69 \uc124\uacc4\uc758 96%\ub97c \ucc28\uc9c0\ud558\ub294 \ub9cc\ud07c, \uc124\uacc4 \uc778\ub825\uc744 \ub300\uaddc\ubaa8\ub85c \uc591\uc131\ud558\uba74 \ub178\ub3d9 \uc9d1\uc57d\ud615 \uc131\uc7a5\uc5d0\uc11c \uc9c0\uc2dd \uc9d1\uc57d\ud615\uc73c\ub85c \ub3c4\uc57d\ud560 \uc218 \uc788\ub2e4\ub294 \ub17c\ub9ac\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">China-Global South Project\uc758 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, \uc778\ub3c4\ub124\uc2dc\uc544 \uacf5\uc7a5\ub4e4\uc740 \uc5ec\uc804\ud788 \uace0\ubb34\u00b7\uc804\uc790\ubd80\ud488\u00b7\uc12c\uc720 \ub4f1 \ud575\uc2ec \uc6d0\uc790\uc7ac\ub97c \uc911\uad6d\uc5d0\uc11c \uc218\uc785\ud558\uace0 \uc788\ub294\ub370, \ubbf8\uad6d\uc758 &#8216;\ud604\uc9c0 \ubd80\ud488 35% \uc774\uc0c1&#8217; \uaddc\uc815\uc744 \ub9de\ucd94\ub824\uba74 \uad6d\ub0b4 \uacf5\uae09\ub9dd\ubd80\ud130 \ub9cc\ub4e4\uc5b4\uc57c \ud55c\ub2e4. \uc774\uac74 \uc218\ub144\uc774 \uc544\ub2c8\ub77c \uc218\uc2ed \ub144 \ub2e8\uc704\uc758 \uacfc\uc81c\ub2e4. \ud56d\ub9cc\u00b7\ub3c4\ub85c\u00b7\uc0b0\uc5c5\ub2e8\uc9c0 \uc778\ud504\ub77c\ub3c4 \uc544\uc9c1 \ubca0\ud2b8\ub0a8\uc5d0 \ud55c\ucc38 \ubabb \ubbf8\uce5c\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\uac8c\ub2e4\uac00 \uc9c0\uc815\ud559\uc801 \uc904\ud0c0\uae30\uac00 \uc704\ud5d8\ud558\ub2e4. \uc778\ub3c4\ub124\uc2dc\uc544\ub294 \ubbf8\uad6d\uacfc \ubc18\ub3c4\uccb4 \ub3d9\ub9f9\uc744 \ub9fa\uc73c\uba74\uc11c \ub3d9\uc2dc\uc5d0 \uc911\uad6d\uc758 \uad11\ubb3c \ud558\ub958 \ud22c\uc790\ub3c4 \uacc4\uc18d \ubc1b\uace0 \uc788\ub2e4. &#8216;\uc790\uc720\ub86d\uace0 \ub2a5\ub3d9\uc801\uc778(free and active)&#8217; \uc678\uad50\ub77c\uace0 \uc790\uce6d\ud558\uc9c0\ub9cc, \ubbf8\uad6d\uc774 &#8216;\uc911\uad6d \uc6b0\ud68c \uc218\ucd9c \uae30\uc9c0&#8217;\ub85c \ubcf4\uace0 \uc81c\uc7ac\ud560 \uac00\ub2a5\uc131\ub3c4 \uc5c6\uc9c0 \uc54a\ub2e4. \ubca0\ud2b8\ub0a8\uc774 \uc774\ubbf8 \uc774 \ubb38\uc81c\ub97c \ud55c\ubc88 \uacaa\uc5c8\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\uc778\ub3c4\ub124\uc2dc\uc544\uc758 \uac00\uc7a5 \ud070 \uc7a5\uc810\uc740 \uc2dc\uac04\uc774\ub2e4. 2.75\uc5b5 \uc778\uad6c, \uc911\uc704\uc5f0\ub839 29.7\uc138, \uc5f0 5% \uc131\uc7a5\ud558\ub294 \ub0b4\uc218 \uc2dc\uc7a5. \uc774\uac74 \ub2e8\uae30 \uc218\ucd9c \uacbd\uc7c1\ub825\ubcf4\ub2e4 \ub354 \uc911\uc694\ud55c \uc790\uc0b0\uc774\ub2e4. \uc9c0\uae08 \ub2f9\uc7a5 \ubca0\ud2b8\ub0a8\uc744 \uc774\uae30\uaca0\ub2e4\uac00 \uc544\ub2c8\ub77c, 10\ub144 \ub4a4\ub97c \ubcf4\uace0 \uae30\ubc18\uc744 \uae4c\ub294 \uc804\ub7b5\uc774\ub77c\uba74 \ub098\uc058\uc9c0 \uc54a\ub2e4. \ub2e4\ub9cc 10\ub144\uc740 \ub9e4\uc6b0 \uae34 \uc2dc\uac04\uc774\uace0, \uadf8 \uc0ac\uc774 \uc815\uce58\u00b7\uc815\ucc45\uc758 \uc5f0\uc18d\uc131\uc774 \ubcf4\uc7a5\ub41c\ub2e4\ub294 \uc804\uc81c\uac00 \ud544\uc694\ud558\ub2e4.<\/p>\n<\/div>\n<p><!-- \u2550\u2550\u2550 05 \ub2e4\ud06c\ud638\uc2a4 \u2550\u2550\u2550 --><\/p>\n<div id=\"s-dark\" style=\"margin-bottom:56px;\">\n<div style=\"display:flex;align-items:center;gap:14px;margin-bottom:16px;\">\n<div style=\"width:48px;height:48px;border-radius:8px;background:#134E4A;display:flex;align-items:center;justify-content:center;flex-shrink:0;\"><span style=\"font-family:'Space Mono',monospace;font-size:18px;font-weight:700;color:#FFFFFF;line-height:1;\">05<\/span><\/div>\n<p><span style=\"font-family:'DM Serif Display',serif;font-size:22px;font-weight:400;letter-spacing:0.02em;color:#3C3A35;\">\ub2e4\ud06c\ud638\uc2a4\ub4e4<\/span>\n<\/div>\n<h2 style=\"font-family:'DM Serif Display',serif;font-size:30px;font-weight:400;line-height:1.2;color:#1A1917;margin:0 0 22px 0;letter-spacing:-0.01em;\">\uba55\uc2dc\ucf54, \ubc29\uae00\ub77c\ub370\uc2dc, \uadf8\ub9ac\uace0 <span style=\"color:#134E4A;\">\uc544\ubb34\ub3c4 \uc548 \ubcf4\ub294 \uacf3<\/span><\/h2>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">&#8216;China+1&#8217;\uc758 \uc218\ud61c\uc790\uac00 \uc544\uc2dc\uc544\uc5d0\ub9cc \uc788\ub294 \uac74 \uc544\ub2c8\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;font-weight:600;color:#134E4A;\">\uba55\uc2dc\ucf54 \u2014 \uc9c0\ub9ac\uac00 \uace7 \uc6b4\uba85\uc774\ub2e4<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\uba55\uc2dc\ucf54\ub294 \uc774\ubbf8 \uc911\uad6d\uc744 \uc81c\uce58\uace0 \ubbf8\uad6d \ucd5c\ub300 \ubb34\uc5ed \ud30c\ud2b8\ub108\uac00 \ub410\ub2e4. 2025\ub144 \uc0c1\ubc18\uae30 \ubbf8\uad6d\uc758 \uba55\uc2dc\ucf54 \uc218\uc785\uc561\uc774 \uc57d 2,195\uc5b5 \ub2ec\ub7ec\ub85c \uc911\uad6d(1,485\uc5b5 \ub2ec\ub7ec)\uc744 \ud06c\uac8c \uc55e\uc9c8\ub800\ub2e4. FDI\ub3c4 2025\ub144 \uc0c1\ubc18\uae30\uc5d0\ub9cc 343\uc5b5 \ub2ec\ub7ec\uac00 \ub4e4\uc5b4\uc654\uace0, \uadf8\uc911 36%\uac00 \uc81c\uc870\uc5c5\uc774\ub2e4. \ubbf8\uad6d \uad6d\uacbd\uc5d0\uc11c \ud2b8\ub7ed\uc73c\ub85c \uba70\uce60\uc774\uba74 \ub2ff\ub294 \uc9c0\ub9ac\uc801 \uc774\uc810, USMCA \ubb34\uc5ed\ud611\uc815\uc5d0 \ub530\ub978 \uc720\ud6a8 \uad00\uc138\uc728 8.28%(\uc911\uad6d 39% \uc774\uc0c1 \ub300\ube44), \uc2dc\uac04\ub2f9 4.9\ub2ec\ub7ec\uc758 \uc81c\uc870\uc5c5 \uc778\uac74\ube44(\uc911\uad6d\uc758 \uacbd\uc6b0 \uc57d 1.7\ubc30 \ub192\uc74c)\uac00 \ud575\uc2ec \uce74\ub4dc\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\uadf8\ub7f0\ub370 \uba55\uc2dc\ucf54 FDI\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc774 &#8216;\uc7ac\ud22c\uc790&#8217;\ub2e4. \uc2e0\uaddc \ud22c\uc790 \ube44\uc728\uc740 \uc804\uccb4\uc758 16% \uc815\ub3c4\uc5d0 \ubd88\uacfc\ud558\ub2e4. Deloitte\ub294 \uba55\uc2dc\ucf54 \uc804\ub825 \uadf8\ub9ac\ub4dc\uc758 \uc6a9\ub7c9 \ud55c\uacc4\uac00 \ub2c8\uc5b4\uc1fc\uc5b4\ub9c1 \ud22c\uc790\ub97c \uc9c0\uc5f0\uc2dc\ud0a4\uace0 \uc788\uc744 \uc218 \uc788\ub2e4\uace0 \uc9c0\uc801\ud588\ub2e4. \uc0b0\uc5c5\ub2e8\uc9c0 \uacf5\uc2e4\ub960\uc774 3% \ubbf8\ub9cc\uc774\ub77c\ub294 \uac74 \uc218\uc694\uac00 \ub118\uce58\ub294 \uac8c \uc544\ub2c8\ub77c \uacf5\uae09\uc774 \ubd80\uc871\ud558\ub2e4\ub294 \ub73b\uc774\uae30\ub3c4 \ud558\ub2e4. \uc77c\ubd80 \uc9c0\uc5ed\uc5d0\uc11c\ub294 \uce74\ub974\ud154\uc5d0 \uc758\ud55c \ud654\ubb3c \uc808\ub3c4\uc640 \ubd80\ud328\ub3c4 \uc5ec\uc804\ud788 \ub9ac\uc2a4\ud06c\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;font-weight:600;color:#134E4A;\">\ubc29\uae00\ub77c\ub370\uc2dc \u2014 \uc758\ub958 \uc704\uc758 \uafc8<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\ubc29\uae00\ub77c\ub370\uc2dc\ub294 3,500\uac1c \uc774\uc0c1\uc758 \uc758\ub958 \uacf5\uc7a5\uc5d0\uc11c 400\ub9cc \uba85\uc774 \uc77c\ud558\uba70 430\uc5b5 \ub2ec\ub7ec\ub97c 167\uac1c\uad6d\uc5d0 \uc218\ucd9c\ud558\ub294, \uc758\ub958 \ubd80\ubb38\uc5d0\uc11c\ub294 \uc774\ubbf8 \uae00\ub85c\ubc8c \uc81c\uc870 \ud5c8\ube0c\ub2e4. \uc911\uad6d \uae30\uc5c5\uc758 \uc774\uc804 \ub300\uc0c1\uc73c\ub85c\ub3c4 \ub9e4\ub825\uc801\uc778\ub370, \ub178\ub3d9\ube44\uac00 \uc911\uad6d\uc758 5\ubd84\uc758 1 \uc218\uc900\uc774\uace0, \uacbd\uc81c\ud2b9\uad6c(EPZ)\uc5d0\uc11c \uc911\uad6d\uc740 \uc774\ubbf8 \ub450 \ubc88\uc9f8\ub85c \ud070 \ud22c\uc790\uad6d\uc774\ub2e4. \ub2e4\ub9cc \uc778\ud504\ub77c\u00b7\uc804\ub825\u00b7\ud56d\ub9cc \uc5ed\ub7c9\uc5d0\uc11c \uc544\uc9c1 \uac08 \uae38\uc774 \uba40\uace0, \uc758\ub958\ub97c \ub118\uc5b4 \uc804\uc790\u00b7\uc790\ub3d9\ucc28 \uac19\uc740 \uace0\ubd80\uac00\uac00\uce58 \uc81c\uc870\ub85c \uac00\ub824\uba74 \uc219\ub828 \ub178\ub3d9\ub825 \ubd80\uc871\uc774 \uac78\ub9bc\ub3cc\uc774\ub2e4.<\/p>\n<div style=\"border-left:3px solid #134E4A;padding:12px 20px;background:#FAFAF8;margin:0 0 24px 0;border-radius:0 4px 4px 0;\">\n<p style=\"font-family:'Noto Serif KR',serif;font-size:15px;font-style:normal;color:#1A1917;line-height:1.7;margin:0;\">&#8220;\uc778\ub3c4\ub294 \uc81c\uc870\uc5c5 \ubc84\uc2a4\ub97c \ud55c \ubc88 \ub193\ucce4\ub2e4. \uc9c0\uae08\uc740 \uc0c1\ud669\uc774 \ub354 \uc5b4\ub835\ub2e4. \uacfc\uac70\uc5d0\ub294 \uc81c\uc870\uc5c5 \uacbd\uc7c1 \uc0c1\ub300\uac00 \ubbf8\uad6d\uc774\uc5c8\uc9c0\ub9cc, \uc9c0\uae08\uc740 \ubca0\ud2b8\ub0a8\uacfc \uc911\uad6d\ucc98\ub7fc \uc800\uc784\uae08\uc774\uba74\uc11c \uc790\ubcf8 \uc7a5\ube44\uae4c\uc9c0 \uac16\ucd98 \ub098\ub77c\ub4e4\uacfc \uc2f8\uc6cc\uc57c \ud55c\ub2e4.&#8221;<\/p>\n<p style=\"font-size:13px;color:#9E9B94;margin:8px 0 0 0;\">\u2014 \ub77c\uad6c\ub78c \ub77c\uc794, \uc804 \uc778\ub3c4\uc911\uc559\uc740\ud589 \ucd1d\uc7ac (WEF 2026)<\/p>\n<\/div>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\uacb0\uad6d &#8216;China+1&#8217;\uc774\ub77c\ub294 \ud504\ub808\uc784 \uc790\uccb4\uac00 \uc798\ubabb\ub410\uc744 \uc218 \uc788\ub2e4. &#8216;+1&#8217;\uc774 \uc544\ub2c8\ub77c &#8216;+4&#8217; \ub610\ub294 &#8216;+5&#8217;\uac00 \ud604\uc2e4\uc5d0 \uac00\uae5d\ub2e4. \uc804\uc790\ub294 \ubca0\ud2b8\ub0a8, \uc758\ub958\ub294 \ubc29\uae00\ub77c\ub370\uc2dc, \uc790\ub3d9\ucc28\ub294 \uba55\uc2dc\ucf54, \ubc30\ud130\ub9ac \uc18c\uc7ac\ub294 \uc778\ub3c4\ub124\uc2dc\uc544, \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc640 \uc758\uc57d\ud488\uc740 \uc778\ub3c4. \uc911\uad6d\uc774\ub77c\ub294 \uac70\ub300\ud55c \ub2e8\uc77c \uacf5\uae09\uc6d0\uc774 \uc5ec\ub7ec \ub098\ub77c\ub85c \ubd84\uc0b0\ub418\ub294 \uac83\uc774\uc9c0, \uc5b4\ub290 \ud55c \ub098\ub77c\uac00 &#8216;\ub2e4\uc74c \uc911\uad6d&#8217;\uc774 \ub418\ub294 \uac8c \uc544\ub2c8\ub2e4.<\/p>\n<\/div>\n<p><!-- \u2550\u2550\u2550 06 \uacb0\ub860 \u2550\u2550\u2550 --><\/p>\n<div id=\"s-conclusion\" style=\"margin-bottom:40px;\">\n<div style=\"display:flex;align-items:center;gap:14px;margin-bottom:16px;\">\n<div style=\"width:48px;height:48px;border-radius:8px;background:#134E4A;display:flex;align-items:center;justify-content:center;flex-shrink:0;\"><span style=\"font-family:'Space Mono',monospace;font-size:18px;font-weight:700;color:#FFFFFF;line-height:1;\">06<\/span><\/div>\n<p><span style=\"font-family:'DM Serif Display',serif;font-size:22px;font-weight:400;letter-spacing:0.02em;color:#3C3A35;\">\uacb0\ub860<\/span>\n<\/div>\n<h2 style=\"font-family:'DM Serif Display',serif;font-size:30px;font-weight:400;line-height:1.2;color:#1A1917;margin:0 0 22px 0;letter-spacing:-0.01em;\">&#8216;\ub300\uccb4&#8217;\uac00 \uc544\ub2c8\ub77c <span style=\"color:#134E4A;\">&#8216;\ubd84\uc0b0&#8217;\uc774\ub2e4<\/span><\/h2>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\uc774 \uae00\uc744 \uc4f0\uba74\uc11c \uc0dd\uac01\uc774 \uc815\ub9ac\uac00 \ub41c \uac74, &#8220;\ub125\uc2a4\ud2b8 \ucc28\uc774\ub098, \uc911\uad6d \ub2e4\uc74c&#8221;\uc740 \uc5c6\ub2e4\ub294 \uac70\ub2e4. \uc911\uad6d\uc774 40\ub144\uc5d0 \uac78\uccd0 \uc313\uc544\uc62c\ub9b0 \uc0b0\uc5c5 \uc0dd\ud0dc\uacc4( \uacf5\uae09\ub9dd\uc758 \uae4a\uc774, \uc778\ud504\ub77c\uc758 \ubc00\ub3c4, \uc219\ub828 \ub178\ub3d9\ub825\uc758 \uaddc\ubaa8)\ub97c \ud55c \ub098\ub77c\uac00 \ud1b5\uc9f8\ub85c \ub300\uccb4\ud558\ub294 \uc77c\uc740 \uc27d\uac8c \uc77c\uc5b4\ub098\uc9c0 \uc54a\uc744 \uac83 \uac19\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">2022~2023\ub144\uc5d0 ASEAN \uc81c\uc870\uc5c5\uc5d0 \ud22c\uc785\ub41c \uadf8\ub9b0\ud544\ub4dc \ud22c\uc790\uac00 1,240\uc5b5 \ub2ec\ub7ec\uc600\ub294\ub370, \uac19\uc740 \uae30\uac04 \uc911\uad6d \uc804\uccb4 \ubb34\uc5ed \ud751\uc790\uac00 1.2\uc870 \ub2ec\ub7ec \uc218\uc900\uc774\ub2e4. ASEAN\uc5d0 \ub4e4\uc5b4\uac04 \ud22c\uc790\uac00 \uc911\uad6d \ud751\uc790\uc758 \uc57d 10%\uc5d0 \ubd88\uacfc\ud55c \uac83\uc744 \uc54c \uc218 \uc788\ub2e4. \uc774 \ube44\uc728\uc774 20%\ub85c \uc62c\ub77c\uac00\ub824\uba74, \uadf8\ub7ec\ub2c8\uae4c 2,400\uc5b5 \ub2ec\ub7ec\uae09 \ud22c\uc790\uac00 ASEAN\uc73c\ub85c \ub9e4\ub144 \ud758\ub7ec\ub4e4\uc5b4\uc640\uc57c \ud558\ub294\ub370, \ud604\uc7ac \uc778\ud504\ub77c\u00b7\uc804\ub825\u00b7\uc778\ub825 \uc218\uc900\uc5d0\uc11c\ub294 \ubb3c\ub9ac\uc801\uc73c\ub85c \uc18c\ud654\ud558\uae30 \uc5b4\ub835\uc9c0 \uc54a\uc744\uae4c? &#8216;\uc911\uad6d \ub300\uccb4&#8217;\uac00 \uc5bc\ub9c8\ub098 \uba3c \uc774\uc57c\uae30\uc778\uc9c0 \uc22b\uc790\ub85c \ubcf4\uc774\ub294 \ub300\ubaa9\uc774\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\uadf8\ub7fc \ud22c\uc790\uc790\uc5d0\uac8c \uc911\uc694\ud55c \uac74 \ubb58\uae4c?<\/p>\n<div style=\"background:#F0FDF4;border:1px solid #BBF7D0;border-radius:6px;padding:22px 24px;margin:0 0 24px 0;\">\n<span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;letter-spacing:0.04em;color:#166534;display:block;margin-bottom:14px;\">\ud22c\uc790 \uc2dc\ub098\ub9ac\uc624<\/span><\/p>\n<p style=\"margin:0 0 14px 0;font-size:14px;color:#1A1917;line-height:1.7;\"><span style=\"font-weight:600;color:#134E4A;\">\ud83d\udd39 \uae00\ub85c\ubc8c \uacf5\uae09\ub9dd \uc7ac\ud3b8\uc5d0 \ubca0\ud305<\/span><br \/>\ud575\uc2ec \uc218\ud61c\ub294 &#8216;\uc774\uc804 \ubc1b\ub294 \ucabd&#8217;\ubcf4\ub2e4 &#8216;\uc774\uc804\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uc778\ud504\ub77c&#8217; \ucabd\uc5d0 \uc788\ub2e4. \ubb3c\ub958\u00b7\ud56d\ub9cc\u00b7\uc0b0\uc5c5\ub2e8\uc9c0 \uad00\ub828 ETF\/\uc885\ubaa9\uad70\uc774 \uba3c\uc800 \uc6c0\uc9c1\uc77c \uac83 \uac19\ub2e4. \uad6d\uac00\ubcc4 ETF(INDA, VNM, EIDO, EWW)\ub97c 2~3\uac1c \uc815\ub3c4\uc529 \ubd84\uc0b0 \ud3b8\uc785\ud558\ub418, \ud55c \ub098\ub77c\uc5d0 \uc9d1\uc911\ud558\uc9c0 \ub9d0 \uc790. \ubd84\uc0b0\uc774\ub77c\ub294 \uba54\uac00\ud2b8\ub80c\ub4dc\uc5d0 \ud22c\uc790\ud558\uba74\uc11c \ud55c \ub098\ub77c\uc5d0 \uc9d1\uc911\ud558\uba74 \ubaa8\uc21c\uc784<\/p>\n<p style=\"margin:0 0 14px 0;font-size:14px;color:#1A1917;line-height:1.7;\"><span style=\"font-weight:600;color:#134E4A;\">\ud83d\udd39 \ud55c\uad6d \uc8fc\uc2dd \uc2dc\uc7a5\uc5d0\uc11c \uac04\uc811 \uc218\ud61c\uc790\ub294 \uc5c6\uc744\uae4c?<\/span><br \/>\uc0bc\uc131\uc804\uc790\u00b7LG\uc804\uc790\u00b7\ud604\ub300\ucc28 \ub4f1 \ubca0\ud2b8\ub0a8\u00b7\uc778\ub3c4\u00b7\uc778\ub3c4\ub124\uc2dc\uc544\uc5d0 \ub300\uaddc\ubaa8 \uc0dd\uc0b0\uae30\uc9c0\ub97c \uac00\uc9c4 \ud55c\uad6d \uae30\uc5c5\ub4e4\uc774 \uc774\ubbf8 &#8216;\uc911\uad6d \ubd84\uc0b0&#8217;\uc758 \uc218\ud61c\ub97c \ub204\ub9ac\uace0 \uc788\ub2e4. \ud2b9\ud788 \uc0bc\uc131\uc804\uc790\ub294 \ubca0\ud2b8\ub0a8 \uc804\uc790 \uc218\ucd9c\uc758 \uc808\ub300\uc801 \ube44\uc911\uc744 \ucc28\uc9c0 \uc911. \uc774\uac74 \uc0bc\uc131\uc774 &#8220;\ud55c\uad6d \uae30\uc5c5&#8221;\uc774\uba74\uc11c \ub3d9\uc2dc\uc5d0 &#8220;\ubca0\ud2b8\ub0a8 \uc81c\uc870\uc5c5 \uc131\uc7a5\uc8fc&#8221;\uc774\uae30\ub3c4 \ud558\ub2e4\ub294 \ub73b\uc774\ub2e4.<\/p>\n<p style=\"margin:0 0 0 0;font-size:14px;color:#1A1917;line-height:1.7;\"><span style=\"font-weight:600;color:#134E4A;\">\ud83d\udd39 \ub2e8\uae30 \uc804\ub9dd<\/span><br \/>\ubbf8\uc911 \uad00\uc138 \ud611\uc0c1 \uacb0\uacfc\uc5d0 \ub530\ub77c \uad00\ub828 ETF\uac00 \ud06c\uac8c \ud754\ub4e4\ub9b0\ub2e4. \uad00\uc138 \uc644\ud654 \uc2e0\ud638\u2192\uc911\uad6d ETF \ubc18\ub4f1+\ub3d9\ub0a8\uc544 ETF \uc870\uc815, \uad00\uc138 \uac15\ud654\u2192\ub3d9\ub0a8\uc544\u00b7\uc778\ub3c4\u00b7\uba55\uc2dc\ucf54 ETF \uac15\uc138. (\ub2e8\uae30 \ud2b8\ub808\uc774\ub529\uc774 \ud544\uc694\ud558\ub2e4\uba74 \ud328\ud134\uc744 \uae30\uc5b5\ud558\uc790)<\/p>\n<\/div>\n<p style=\"margin:0 0 18px 0;font-size:15px;color:#1A1917;line-height:1.8;\">\uacb0\ub860\uc801\uc73c\ub85c \uc911\uad6d\uc758 &#8216;\uc1e0\ud1f4&#8217;\ub97c \uae30\uc815\uc0ac\uc2e4\ub85c \ub193\uace0 \ud22c\uc790\ud558\uba74 \uc704\ud5d8\ud558\ub2e4. \uc911\uad6d\uc740 \uc5ec\uc804\ud788 \uc138\uacc4 \ucd5c\uace0 \uc218\uc900\uc758 EV\u00b7\ubc30\ud130\ub9ac\u00b7\ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5\u00b7\ub4dc\ub860\u00b7\ud0dc\uc591\uad11 \ud328\ub110\uc744 \ub9cc\ub4e0\ub2e4. \ube60\uc9c0\ub294 \uac74 \uc800\ubd80\uac00\uac00\uce58 \uc870\ub9bd\uc774\uace0, \uadf8 \ube48\uc790\ub9ac\ub97c \uc5ec\ub7ec \ub098\ub77c\uac00 \ub098\ub220 \uac16\ub294 \uad6c\uc870\ub85c \uc7ac\ud3b8\ub420 \uac83 \uac19\ub2e4. \uc774\uac83\ub3c4 5\ub144 \uc815\ub3c4\uc758 \ub2e8\uae30\uac04\uc774 \uc544\ub2c8\ub77c 20\ub144\uc9dc\ub9ac \uc911\uc7a5\uae30\uc801\uc73c\ub85c \uc9c4\ud589\ub418\uaca0\uc9c0.. \ucc9c\ucc9c\ud788, \uafb8\uc900\ud788, \ubd84\uc0b0\ud574\uc11c \ub530\ub77c\uac00\ub294 \uac8c \ub9de\uc9c0 \uc54a\uc744\uae4c \uc2f6\ub2e4.<\/p>\n<\/div>\n<\/div>\n<p><!-- \u2550\u2550\u2550 \uc0ac\uc774\ub4dc\ubc14 \u2550\u2550\u2550 --><\/p>\n<aside aria-label=\"\ubd84\uc11d \uc694\uc57d \uc815\ubcf4\" style=\"float:right;width:290px;padding-top:0;\">\n<div class=\"si-side\" style=\"width:290px;min-width:0;box-sizing:border-box;\">\n<!-- \u2460 \uc694\uc57d --><\/p>\n<div style=\"background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;margin-bottom:18px;\">\n<span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;letter-spacing:0.04em;color:#3C3A35;padding-bottom:11px;margin-bottom:14px;border-bottom:2px solid #1A1917;display:block;\">\ud83d\udccb \ud575\uc2ec \ud3ec\uc778\ud2b8<\/span><\/p>\n<ul style=\"list-style:none;padding:0;margin:0;\">\n<li style=\"display:flex;gap:8px;padding:8px 0;font-size:13.5px;color:#1A1917;border-bottom:1px solid #E0DED5;line-height:1.5;align-items:flex-start;font-family:'Noto Sans KR',sans-serif;\"><span style=\"color:#134E4A;flex-shrink:0;\">\u2192<\/span>\uc911\uad6d \uc0b0\uc5c5\uccb4 30%\uac00 \uc801\uc790 \uc6b4\uc601, PPI 38\uac1c\uc6d4 \uc5f0\uc18d \ub9c8\uc774\ub108\uc2a4<\/li>\n<li style=\"display:flex;gap:8px;padding:8px 0;font-size:13.5px;color:#1A1917;border-bottom:1px solid #E0DED5;line-height:1.5;align-items:flex-start;font-family:'Noto Sans KR',sans-serif;\"><span style=\"color:#134E4A;flex-shrink:0;\">\u2192<\/span>\uc778\ub3c4 \uc81c\uc870\uc5c5 GVA Q2 9.13% \uc131\uc7a5, \ud558\uc9c0\ub9cc \ud1a0\uc9c0\u00b7\uc804\ub825\u00b7R&#038;D \ubcd1\ubaa9 \uc2ec\uac01<\/li>\n<li style=\"display:flex;gap:8px;padding:8px 0;font-size:13.5px;color:#1A1917;border-bottom:1px solid #E0DED5;line-height:1.5;align-items:flex-start;font-family:'Noto Sans KR',sans-serif;\"><span style=\"color:#134E4A;flex-shrink:0;\">\u2192<\/span>\ubca0\ud2b8\ub0a8 2025 GDP 8.02%, \uc804\uc790 \uc218\ucd9c 98%\uac00 \uc678\uad6d \uae30\uc5c5 \uc0dd\uc0b0<\/li>\n<li style=\"display:flex;gap:8px;padding:8px 0;font-size:13.5px;color:#1A1917;line-height:1.5;align-items:flex-start;font-family:'Noto Sans KR',sans-serif;\"><span style=\"color:#134E4A;flex-shrink:0;\">\u2192<\/span>&#8216;\ub125\uc2a4\ud2b8 \ucc28\uc774\ub098&#8217;\ubcf4\ub2e4\ub294 \uc5ed\ud560\uc774 \ubd84\uc0b0\ub418\ub294 \uad6c\uc870\uc801 \uc804\ud658 \uc9c4\ud589 \uc911<\/li>\n<\/ul>\n<\/div>\n<p><!-- \u2461 \uad6d\uac00\ubcc4 \uc810\uc218 --><\/p>\n<div style=\"background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;margin-bottom:18px;\">\n<span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;letter-spacing:0.04em;color:#3C3A35;padding-bottom:11px;margin-bottom:14px;border-bottom:2px solid #1A1917;display:block;\">\ud83d\udcca \uad6d\uac00\ubcc4 \uc81c\uc870 \uc5ed\ub7c9 \ube44\uad50<\/span><\/p>\n<div style=\"margin-bottom:10px;\">\n<div style=\"display:flex;justify-content:space-between;font-size:13px;font-family:'Noto Sans KR',sans-serif;color:#3C3A35;margin-bottom:4px;\"><span>\ud83c\udde8\ud83c\uddf3 \uc911\uad6d<\/span><span style=\"font-family:'Space Mono',monospace;\">95\uc810<\/span><\/div>\n<div style=\"background:#F0EFE9;border-radius:2px;height:6px;\">\n<div style=\"background:#134E4A;height:6px;border-radius:2px;width:95%;\"><\/div>\n<\/div>\n<\/div>\n<div style=\"margin-bottom:10px;\">\n<div style=\"display:flex;justify-content:space-between;font-size:13px;font-family:'Noto Sans KR',sans-serif;color:#3C3A35;margin-bottom:4px;\"><span>\ud83c\uddee\ud83c\uddf3 \uc778\ub3c4<\/span><span style=\"font-family:'Space Mono',monospace;\">52\uc810<\/span><\/div>\n<div style=\"background:#F0EFE9;border-radius:2px;height:6px;\">\n<div style=\"background:#92700F;height:6px;border-radius:2px;width:52%;\"><\/div>\n<\/div>\n<\/div>\n<div style=\"margin-bottom:10px;\">\n<div style=\"display:flex;justify-content:space-between;font-size:13px;font-family:'Noto Sans KR',sans-serif;color:#3C3A35;margin-bottom:4px;\"><span>\ud83c\uddfb\ud83c\uddf3 \ubca0\ud2b8\ub0a8<\/span><span style=\"font-family:'Space Mono',monospace;\">58\uc810<\/span><\/div>\n<div style=\"background:#F0EFE9;border-radius:2px;height:6px;\">\n<div style=\"background:#92700F;height:6px;border-radius:2px;width:58%;\"><\/div>\n<\/div>\n<\/div>\n<div style=\"margin-bottom:10px;\">\n<div style=\"display:flex;justify-content:space-between;font-size:13px;font-family:'Noto Sans KR',sans-serif;color:#3C3A35;margin-bottom:4px;\"><span>\ud83c\uddee\ud83c\udde9 \uc778\ub3c4\ub124\uc2dc\uc544<\/span><span style=\"font-family:'Space Mono',monospace;\">40\uc810<\/span><\/div>\n<div style=\"background:#F0EFE9;border-radius:2px;height:6px;\">\n<div style=\"background:#92700F;height:6px;border-radius:2px;width:40%;\"><\/div>\n<\/div>\n<\/div>\n<div style=\"margin-bottom:10px;\">\n<div style=\"display:flex;justify-content:space-between;font-size:13px;font-family:'Noto Sans KR',sans-serif;color:#3C3A35;margin-bottom:4px;\"><span>\ud83c\uddf2\ud83c\uddfd \uba55\uc2dc\ucf54<\/span><span style=\"font-family:'Space Mono',monospace;\">55\uc810<\/span><\/div>\n<div style=\"background:#F0EFE9;border-radius:2px;height:6px;\">\n<div style=\"background:#92700F;height:6px;border-radius:2px;width:55%;\"><\/div>\n<\/div>\n<\/div>\n<div style=\"margin-bottom:0;\">\n<div style=\"display:flex;justify-content:space-between;font-size:13px;font-family:'Noto Sans KR',sans-serif;color:#3C3A35;margin-bottom:4px;\"><span>\ud83c\udde7\ud83c\udde9 \ubc29\uae00\ub77c\ub370\uc2dc<\/span><span style=\"font-family:'Space Mono',monospace;\">28\uc810<\/span><\/div>\n<div style=\"background:#F0EFE9;border-radius:2px;height:6px;\">\n<div style=\"background:#92700F;height:6px;border-radius:2px;width:28%;\"><\/div>\n<\/div>\n<\/div>\n<p style=\"font-size:11px;color:#9E9B94;margin:12px 0 0 0;line-height:1.5;\">\u203b \uacf5\uae09\ub9dd \uae4a\uc774\u00b7\uc778\ud504\ub77c\u00b7\uc778\uac74\ube44\u00b7\uc815\ucc45 \uc548\uc815\uc131\u00b7FDI \uc720\uc785 \uaddc\ubaa8\ub4f1\uc744 \uc885\ud569 \uace0\ub824\ud574\uc11c \uc8fc\uad00\uc801\uc73c\ub85c \ud3c9\uac00\ud55c \uac83\uc774\uc9c0 \uacf5\uc2dd \uae30\uad00\uc758 \ubc1c\ud45c\uc218\uce58\uac00 \uc544\ub2d9\ub2c8\ub2e4!<\/p>\n<\/div>\n<p><!-- \u2462 \uad6d\uac00\ubcc4 \uac15\uc810 \uc139\ud130 --><\/p>\n<div style=\"background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;margin-bottom:18px;\">\n<span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;letter-spacing:0.04em;color:#3C3A35;padding-bottom:11px;margin-bottom:14px;border-bottom:2px solid #1A1917;display:block;\">\ud83c\udfed \uc5ed\ud560 \ubd84\ub2f4 \uad6c\ub3c4<\/span><\/p>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:8px 0;border-bottom:1px solid #E0DED5;font-size:13.5px;font-family:'Noto Sans KR',sans-serif;\">\n<span style=\"color:#1A1917;\">\ud83c\uddfb\ud83c\uddf3 \ubca0\ud2b8\ub0a8<\/span><br \/>\n<span style=\"font-size:12px;color:#134E4A;font-weight:600;\">\uc804\uc790\uc81c\ud488\u00b7PCB<\/span>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:8px 0;border-bottom:1px solid #E0DED5;font-size:13.5px;font-family:'Noto Sans KR',sans-serif;\">\n<span style=\"color:#1A1917;\">\ud83c\uddee\ud83c\uddf3 \uc778\ub3c4<\/span><br \/>\n<span style=\"font-size:12px;color:#134E4A;font-weight:600;\">SW\u00b7\uc758\uc57d\u00b7\uc790\ub3d9\ucc28<\/span>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:8px 0;border-bottom:1px solid #E0DED5;font-size:13.5px;font-family:'Noto Sans KR',sans-serif;\">\n<span style=\"color:#1A1917;\">\ud83c\uddee\ud83c\udde9 \uc778\ub3c4\ub124\uc2dc\uc544<\/span><br \/>\n<span style=\"font-size:12px;color:#134E4A;font-weight:600;\">\ub2c8\ucf08\u00b7EV\ubc30\ud130\ub9ac<\/span>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:8px 0;border-bottom:1px solid #E0DED5;font-size:13.5px;font-family:'Noto Sans KR',sans-serif;\">\n<span style=\"color:#1A1917;\">\ud83c\uddf2\ud83c\uddfd \uba55\uc2dc\ucf54<\/span><br \/>\n<span style=\"font-size:12px;color:#134E4A;font-weight:600;\">\uc790\ub3d9\ucc28\u00b7\ubbf8\uad6d\ud5a5 \uc218\ucd9c<\/span>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:8px 0;font-size:13.5px;font-family:'Noto Sans KR',sans-serif;\">\n<span style=\"color:#1A1917;\">\ud83c\udde7\ud83c\udde9 \ubc29\uae00\ub77c\ub370\uc2dc<\/span><br \/>\n<span style=\"font-size:12px;color:#134E4A;font-weight:600;\">\uc758\ub958\u00b7\uc12c\uc720<\/span>\n<\/div>\n<\/div>\n<p><!-- \u2463 \uad00\ub828 ETF --><\/p>\n<div style=\"background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;margin-bottom:18px;\">\n<span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;letter-spacing:0.04em;color:#3C3A35;padding-bottom:11px;margin-bottom:14px;border-bottom:2px solid #1A1917;display:block;\">\ud83d\uddc2\ufe0f \uad00\ub828 \uad6d\uac00 ETF <span style=\"font-size:11px;font-weight:400;color:#9E9B94;\">(\ud22c\uc790\uc2dc\uc810 \ube44\uc911 \uc7ac\ud655\uc778 \ud544\uc694)<\/span><\/span><\/p>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:7px 0;border-bottom:1px solid #E0DED5;background:#FAFAF8;margin:0 -20px;padding-left:20px;padding-right:20px;\">\n<div>\n<div style=\"font-family:'Space Mono',monospace;font-size:12px;font-weight:700;color:#1A1917;\">INDA (\ubbf8\uad6d)<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:12px;color:#6B6860;margin-top:1px;\">iShares MSCI India<\/div>\n<\/div>\n<p><span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#134E4A;font-weight:700;\">\uc778\ub3c4<\/span>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:7px 0;border-bottom:1px solid #E0DED5;margin:0 -20px;padding-left:20px;padding-right:20px;\">\n<div>\n<div style=\"font-family:'Space Mono',monospace;font-size:12px;font-weight:700;color:#1A1917;\">VNM (\ubbf8\uad6d)<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:12px;color:#6B6860;margin-top:1px;\">VanEck Vietnam<\/div>\n<\/div>\n<p><span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#134E4A;font-weight:700;\">\ubca0\ud2b8\ub0a8<\/span>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:7px 0;border-bottom:1px solid #E0DED5;background:#FAFAF8;margin:0 -20px;padding-left:20px;padding-right:20px;\">\n<div>\n<div style=\"font-family:'Space Mono',monospace;font-size:12px;font-weight:700;color:#1A1917;\">EIDO (\ubbf8\uad6d)<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:12px;color:#6B6860;margin-top:1px;\">iShares MSCI Indonesia<\/div>\n<\/div>\n<p><span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#134E4A;font-weight:700;\">\uc778\ub3c4\ub124\uc2dc\uc544<\/span>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:7px 0;border-bottom:1px solid #E0DED5;margin:0 -20px;padding-left:20px;padding-right:20px;\">\n<div>\n<div style=\"font-family:'Space Mono',monospace;font-size:12px;font-weight:700;color:#1A1917;\">EWW (\ubbf8\uad6d)<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:12px;color:#6B6860;margin-top:1px;\">iShares MSCI Mexico<\/div>\n<\/div>\n<p><span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#134E4A;font-weight:700;\">\uba55\uc2dc\ucf54<\/span>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:7px 0;border-bottom:1px solid #E0DED5;background:#FAFAF8;margin:0 -20px;padding-left:20px;padding-right:20px;\">\n<div>\n<div style=\"font-family:'Space Mono',monospace;font-size:12px;font-weight:700;color:#1A1917;\">TIGER \uc778\ub3c4Nifty50 (\ud55c\uad6d)<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:12px;color:#6B6860;margin-top:1px;\">\ubbf8\ub798\uc5d0\uc14b<\/div>\n<\/div>\n<p><span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#134E4A;font-weight:700;\">\uc778\ub3c4<\/span>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:7px 0;margin:0 -20px;padding-left:20px;padding-right:20px;\">\n<div>\n<div style=\"font-family:'Space Mono',monospace;font-size:12px;font-weight:700;color:#1A1917;\">KODEX \ubca0\ud2b8\ub0a8VN30 (\ud55c\uad6d)<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:12px;color:#6B6860;margin-top:1px;\">\uc0bc\uc131\uc790\uc0b0\uc6b4\uc6a9<\/div>\n<\/div>\n<p><span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#134E4A;font-weight:700;\">\ubca0\ud2b8\ub0a8<\/span>\n<\/div>\n<\/div>\n<p><!-- \u2464 \ud575\uc2ec \uc218\uce58 --><\/p>\n<div style=\"background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;margin-bottom:18px;\">\n<span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;letter-spacing:0.04em;color:#3C3A35;padding-bottom:11px;margin-bottom:14px;border-bottom:2px solid #1A1917;display:block;\">\ud83d\udcb0 \ud575\uc2ec \uc218\uce58 \ubaa8\uc74c<\/span><\/p>\n<div style=\"display:flex;justify-content:space-between;padding:7px 0;border-bottom:1px solid #E0DED5;font-size:13px;font-family:'Noto Sans KR',sans-serif;\">\n<span style=\"color:#3C3A35;\">ASEAN \uc81c\uc870 FDI (2022-23)<\/span><br \/>\n<span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#1A1917;font-weight:700;\">$1,240\uc5b5<\/span>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;padding:7px 0;border-bottom:1px solid #E0DED5;font-size:13px;font-family:'Noto Sans KR',sans-serif;background:#FAFAF8;margin:0 -20px;padding-left:20px;padding-right:20px;\">\n<span style=\"color:#3C3A35;\">\uc911\uad6d \ubb34\uc5ed\ud751\uc790 (\uc5f0\uac04)<\/span><br \/>\n<span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#1A1917;font-weight:700;\">$1.2\uc870<\/span>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;padding:7px 0;border-bottom:1px solid #E0DED5;font-size:13px;font-family:'Noto Sans KR',sans-serif;\">\n<span style=\"color:#3C3A35;\">\uc778\ub3c4 \uc81c\uc870\uc5c5 \uc2dc\uc7a5 (2026E)<\/span><br \/>\n<span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#1A1917;font-weight:700;\">$1.74\uc870<\/span>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;padding:7px 0;border-bottom:1px solid #E0DED5;font-size:13px;font-family:'Noto Sans KR',sans-serif;background:#FAFAF8;margin:0 -20px;padding-left:20px;padding-right:20px;\">\n<span style=\"color:#3C3A35;\">\ubca0\ud2b8\ub0a8 GDP (2025)<\/span><br \/>\n<span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#1A1917;font-weight:700;\">$5,140\uc5b5<\/span>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;padding:7px 0;border-bottom:1px solid #E0DED5;font-size:13px;font-family:'Noto Sans KR',sans-serif;\">\n<span style=\"color:#3C3A35;\">\ubca0\ud2b8\ub0a8 \uc804\uc790 \uc218\ucd9c (2024)<\/span><br \/>\n<span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#1A1917;font-weight:700;\">$1,265\uc5b5<\/span>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;padding:7px 0;border-bottom:1px solid #E0DED5;font-size:13px;font-family:'Noto Sans KR',sans-serif;background:#FAFAF8;margin:0 -20px;padding-left:20px;padding-right:20px;\">\n<span style=\"color:#3C3A35;\">\uba55\uc2dc\ucf54 FDI (2025 H1)<\/span><br \/>\n<span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#1A1917;font-weight:700;\">$343\uc5b5<\/span>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;padding:7px 0;font-size:13px;font-family:'Noto Sans KR',sans-serif;\">\n<span style=\"color:#3C3A35;\">\uc778\ub2c8-\ubbf8\uad6d \ubb34\uc5ed \ud569\uc758<\/span><br \/>\n<span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#1A1917;font-weight:700;\">$384\uc5b5<\/span>\n<\/div>\n<\/div>\n<p><!-- \u2465 \uc8fc\uc694 \uc774\ubca4\ud2b8 --><\/p>\n<div style=\"background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;margin-bottom:18px;\">\n<span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;letter-spacing:0.04em;color:#3C3A35;padding-bottom:11px;margin-bottom:14px;border-bottom:2px solid #1A1917;display:block;\">\ud83d\udcc5 \uc8fc\uc694 \uc774\ubca4\ud2b8<\/span><\/p>\n<div style=\"display:flex;gap:10px;align-items:flex-start;margin-bottom:12px;\">\n<div style=\"flex-shrink:0;font-family:'Space Mono',monospace;font-size:11px;color:#FFFFFF;background:#C8001A;padding:3px 7px;border-radius:3px;white-space:nowrap;margin-top:2px;\">2026.02<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:13.5px;color:#1A1917;line-height:1.5;\">\uc778\ub3c4\ub124\uc2dc\uc544-\ubbf8\uad6d $384\uc5b5 \ubb34\uc5ed\ud569\uc758, \ubc18\ub3c4\uccb4 \ucd95 \ud3ec\ud568<\/div>\n<\/div>\n<div style=\"display:flex;gap:10px;align-items:flex-start;margin-bottom:12px;\">\n<div style=\"flex-shrink:0;font-family:'Space Mono',monospace;font-size:11px;color:#FFFFFF;background:#92700F;padding:3px 7px;border-radius:3px;white-space:nowrap;margin-top:2px;\">2026.02<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:13.5px;color:#1A1917;line-height:1.5;\">\uc778\ub3c4 \uc720\ub2c8\uc628 \uc608\uc0b0\uc548 \u2014 \ud76c\ud1a0\ub958 \ud68c\ub791\u00b7PLI 2.0 \ud655\ub300<\/div>\n<\/div>\n<div style=\"display:flex;gap:10px;align-items:flex-start;margin-bottom:12px;\">\n<div style=\"flex-shrink:0;font-family:'Space Mono',monospace;font-size:11px;color:#FFFFFF;background:#166534;padding:3px 7px;border-radius:3px;white-space:nowrap;margin-top:2px;\">2025.11<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:13.5px;color:#1A1917;line-height:1.5;\">\ud0c0\ud0c0 \uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4 \uc544\uc0bc \ubc18\ub3c4\uccb4 \uc870\ub9bd \uacf5\uc7a5 \uac74\uc124<\/div>\n<\/div>\n<div style=\"display:flex;gap:10px;align-items:flex-start;margin-bottom:12px;\">\n<div style=\"flex-shrink:0;font-family:'Space Mono',monospace;font-size:11px;color:#FFFFFF;background:#1D4ED8;padding:3px 7px;border-radius:3px;white-space:nowrap;margin-top:2px;\">2026.H2<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:13.5px;color:#1A1917;line-height:1.5;\">\ubbf8\uc911 \uad00\uc138 \ud611\uc0c1 \ud5a5\ubc29 \u2014 \uacf5\uae09\ub9dd \ubd84\uc0b0 \uc18d\ub3c4 \uacb0\uc815 \ubcc0\uc218<\/div>\n<\/div>\n<div style=\"display:flex;gap:10px;align-items:flex-start;\">\n<div style=\"flex-shrink:0;font-family:'Space Mono',monospace;font-size:11px;color:#FFFFFF;background:#92700F;padding:3px 7px;border-radius:3px;white-space:nowrap;margin-top:2px;\">2026.06<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:13.5px;color:#1A1917;line-height:1.5;\">\ubca0\ud2b8\ub0a8 \ub871\ud0c4 \uc2e0\uacf5\ud56d \ubd80\ubd84 \uac1c\ud56d \u2014 \ub0a8\ubd80 \ubb3c\ub958 \uc5c5\uadf8\ub808\uc774\ub4dc<\/div>\n<\/div>\n<\/div>\n<p><!-- \u2466 \ucd9c\ucc98 --><\/p>\n<div style=\"background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;margin-bottom:18px;\">\n<span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;letter-spacing:0.04em;color:#3C3A35;padding-bottom:11px;margin-bottom:14px;border-bottom:2px solid #1A1917;display:block;\">\ud83d\udcce \uc8fc\uc694 \ucd9c\ucc98<\/span><\/p>\n<ul style=\"list-style:none;padding:0;margin:0;\">\n<li style=\"padding:5px 0;font-size:12px;color:#6B6860;border-bottom:1px solid #E0DED5;line-height:1.5;\">Dallas Fed, &#8220;China manufacturing overcapacity&#8221; (2025.12)<\/li>\n<li style=\"padding:5px 0;font-size:12px;color:#6B6860;border-bottom:1px solid #E0DED5;line-height:1.5;\">Rhodium Group, &#8220;China&#8217;s Economy: Rightsizing 2025&#8221; (2025.12)<\/li>\n<li style=\"padding:5px 0;font-size:12px;color:#6B6860;border-bottom:1px solid #E0DED5;line-height:1.5;\">WEF Davos 2026 \u2014 PwC India CEO Survey<\/li>\n<li style=\"padding:5px 0;font-size:12px;color:#6B6860;border-bottom:1px solid #E0DED5;line-height:1.5;\">Raghuram Rajan, WEF 2026 \uc778\ud130\ubdf0<\/li>\n<li style=\"padding:5px 0;font-size:12px;color:#6B6860;border-bottom:1px solid #E0DED5;line-height:1.5;\">RMIT University Vietnam, &#8220;Electronics FDI spillovers&#8221; (2025.11)<\/li>\n<li style=\"padding:5px 0;font-size:12px;color:#6B6860;border-bottom:1px solid #E0DED5;line-height:1.5;\">AIIA, &#8220;Indonesia semiconductor architecture&#8221; (2026.04)<\/li>\n<li style=\"padding:5px 0;font-size:12px;color:#6B6860;border-bottom:1px solid #E0DED5;line-height:1.5;\">India PIB, Union Budget FY2026-27 (2026.02)<\/li>\n<li style=\"padding:5px 0;font-size:12px;color:#6B6860;line-height:1.5;\">Vietnam Briefing, Manufacturing Tracker (2026.03)<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/aside>\n<div style=\"clear:both;\"><\/div>\n<\/div>\n<footer style=\"margin-top:40px;padding:20px 0;border-top:1px solid #E0DED5;\">\n<p style=\"font-size:13.5px;color:#9E9B94;line-height:1.8;font-family:'Noto Sans KR',sans-serif;margin:0;\">\u203b \uc774 \uae00\uc740 <strong style=\"color:#3C3A35;\">2026\ub144 4\uc6d4 6\uc77c 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