{"id":39685,"date":"2026-03-05T15:43:38","date_gmt":"2026-03-05T15:43:38","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%9d%bc%eb%b3%b4%eb%b1%85%ed%81%ac%ec%9d%98-%ec%97%98%ec%9c%88-%eb%8d%b0-%ea%b7%b8%eb%a3%a8%ed%8a%b8%eb%8a%94-eu%ec%9d%98-%ec%82%b0%ec%97%85-%ea%b0%80%ec%86%8d%ed%99%94%eb%b2%95\/"},"modified":"2026-03-05T15:43:38","modified_gmt":"2026-03-05T15:43:38","slug":"%eb%9d%bc%eb%b3%b4%eb%b1%85%ed%81%ac%ec%9d%98-%ec%97%98%ec%9c%88-%eb%8d%b0-%ea%b7%b8%eb%a3%a8%ed%8a%b8%eb%8a%94-eu%ec%9d%98-%ec%82%b0%ec%97%85-%ea%b0%80%ec%86%8d%ed%99%94%eb%b2%95","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%9d%bc%eb%b3%b4%eb%b1%85%ed%81%ac%ec%9d%98-%ec%97%98%ec%9c%88-%eb%8d%b0-%ea%b7%b8%eb%a3%a8%ed%8a%b8%eb%8a%94-eu%ec%9d%98-%ec%82%b0%ec%97%85-%ea%b0%80%ec%86%8d%ed%99%94%eb%b2%95\/","title":{"rendered":"\ub77c\ubcf4\ubc45\ud06c\uc758 \uc5d8\uc708 \ub370 \uadf8\ub8e8\ud2b8\ub294 EU\uc758 \u2018\uc0b0\uc5c5 \uac00\uc18d\ud654\ubc95\u2019\uc774 \uc0b0\uc5c5\uc744 \uc7ac\uac74\ud558\uace0, \uc758\uc874\ub3c4\ub97c \ub0ae\ucd94\uba70, \ud0c8\ud0c4\uc18c\ud654\ub97c \ucd09\uc9c4\ud560 \uac83\uc774\ub77c\uace0 \ub9d0\ud55c\ub2e4."},"content":{"rendered":"\uc720\ub7fd\uc5f0\ud569 \uc9d1\ud589\uc704\uc6d0\ud68c(European Commission)\ub294 \uc720\ub85c\uc874(Eurozone, \uc720\ub85c\ub97c \uc4f0\ub294 EU \uad6d\uac00\ub4e4)\uc758 \uc0b0\uc5c5 \uae30\ubc18\uc744 \ub2e4\uc2dc \uc138\uc6b0\uace0, \uc77c\ubd80 \uc0b0\uc5c5 \ubd84\uc57c\uc758 \ud0c8\ud0c4\uc18c\ud654(decarbonisation, \uc0dd\uc0b0 \uacfc\uc815\uc5d0\uc11c \ub098\uc624\ub294 \uc774\uc0b0\ud654\ud0c4\uc18c \uac19\uc740 \uc628\uc2e4\uac00\uc2a4\ub97c \uc904\uc774\ub294 \uac83)\ub97c \ub354 \ube60\ub974\uac8c \uc9c4\ud589\ud558\uba70, \uc678\ubd80 \uae30\uc220 \uc758\uc874\ub3c4\ub97c \ub0ae\ucd94\uace0, \uacf5\uae09\ub9dd(supply-chain, \uc6d0\uc790\uc7ac\ubd80\ud130 \uc0dd\uc0b0\u00b7\uc6b4\uc1a1\u00b7\ud310\ub9e4\uae4c\uc9c0\uc758 \uc5f0\uacb0\ub9dd)\uc758 \ubc84\ud300\ub825\uc744 \ub192\uc774\uae30 \uc704\ud574 \uc0b0\uc5c5 \uac00\uc18d\ud654\ubc95(Industrial Accelerator Act)\uc744 \ucc44\ud0dd\ud588\ub2e4. \ub610\ud55c \uacbd\uc81c\uc548\ubcf4(economic security, \ud575\uc2ec \uc0b0\uc5c5\u00b7\uae30\uc220\u00b7\uc790\uc6d0\uc774 \ud754\ub4e4\ub9ac\uc9c0 \uc54a\ub3c4\ub85d \uc9c0\ud0a4\ub294 \uac83)\ub97c \uac15\ud654\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud55c\ub2e4.\n\n\uc774 \ubc95\uc740 \ucc98\uc74c\uc5d0\ub294 \ucca0\uac15(steel), \uc2dc\uba58\ud2b8(cement), \uc54c\ub8e8\ubbf8\ub284(aluminium), \uc790\ub3d9\ucc28(automotive), \ub137\uc81c\ub85c(net\u2011zero, \ubc30\ucd9c\ud55c \uc628\uc2e4\uac00\uc2a4\ub9cc\ud07c \ud761\uc218\u00b7\uc81c\uac70\ud574 \u2018\uc21c\ubc30\ucd9c 0\u2019\uc744 \ub9cc\ub4dc\ub294 \uac83) \uae30\uc220 \uc81c\uc870\ub97c \ub300\uc0c1\uc73c\ub85c \ud55c\ub2e4. \uc774\ud6c4 \ub2e4\ub978 \uc0b0\uc5c5\uc73c\ub85c \ubc94\uc704\ub97c \ub113\ud790 \uc218 \uc788\ub2e4.\n\n<h3>\ud22c\uc790 \uc2ec\uc0ac\uc640 \ud604\uc9c0 \uc870\ub2ec<\/h3>\n1\uc5b5 \uc720\ub85c(\u20ac100 million)\ub97c \ub118\ub294 \ud22c\uc790\uc5d0\ub294 \ucd94\uac00 \uaddc\uc815\uc774 \uc801\uc6a9\ub41c\ub2e4. \uad00\ub828 \uc0b0\uc5c5\uc5d0\uc11c \ud2b9\uc815 \ube44(\u975e)EU \uad6d\uac00 \ud55c \uacf3\uc774 \uc804 \uc138\uacc4 \uc0dd\uc0b0\ub2a5\ub825(global capacity, \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc0dd\uc0b0\ud560 \uc218 \uc788\ub294 \ucd5c\ub300 \uaddc\ubaa8)\uc758 40%\ub97c \ub118\uac8c \ud1b5\uc81c(control, \uc0ac\uc2e4\uc0c1 \uc9c0\ubc30)\ud558\ub294 \uacbd\uc6b0\uac00 \ud574\ub2f9\ub41c\ub2e4. \ucd94\uac00 \uaddc\uc815\uc5d0\ub294 \uae30\uc220 \uc774\uc804(technology transfer, \uae30\uc220\uc744 \ub2e4\ub978 \uae30\uc5c5\u00b7\uc9c0\uc5ed\uc73c\ub85c \ub118\uae30\uac70\ub098 \uacf5\uc720\ud558\ub294 \uac83)\uc758 \uc758\ubb34\ud654, \ud604\uc9c0 \uc870\ub2ec(local-content, EU \uc548\uc5d0\uc11c \ub9cc\ub4e0 \ubd80\ud488\u00b7\uc790\uc7ac\ub97c \uc77c\uc815 \ube44\uc728 \uc774\uc0c1 \uc4f0\ub294 \uaddc\uc815), \uc591\uc9c8\uc758 \uc77c\uc790\ub9ac(high-quality jobs, \uc548\uc815\uc801 \uace0\uc6a9\u00b7\uc784\uae08\u00b7\uae30\uc220 \uc218\uc900\uc774 \ub192\uc740 \uc77c\uc790\ub9ac) \ucc3d\ucd9c, \uadf8\ub9ac\uace0 EU \uc778\ub825 \ucc38\uc5ec(EU workforce participation, EU \ub0b4 \ub178\ub3d9\uc790 \uace0\uc6a9 \ube44\uc728) \ucd5c\uc18c 50% \uc694\uac74\uc774 \ud3ec\ud568\ub41c\ub2e4.\n\n\uc774 \ubc95\uc548\uc740 \uc774\uc81c \uc720\ub7fd\uc758\ud68c(European Parliament)\uc640 EU \uc774\uc0ac\ud68c(Council, \ud68c\uc6d0\uad6d \uc815\ubd80\uac00 \ucc38\uc5ec\ud558\ub294 \uae30\uad6c) \uac04 \ud611\uc0c1\uc73c\ub85c \ub118\uc5b4\uac00\uba70, \uc774 \uacfc\uc815\uc5d0\uc11c \ub0b4\uc6a9\uc774 \ubc14\ub014 \uc218 \uc788\ub2e4. \ud3f4\ub9ac\ud2f0\ucf54(Politico)\ub294 \ub9c9\ud310 \uc218\uc815\uc73c\ub85c \uc77c\ubd80 \uc0b0\uc5c5\uc774 \uc81c\uc678\ub420 \uac00\ub2a5\uc131 \ub4f1 \ucd5c\uc885 \ubc95\uc548\uc774 \ub2ec\ub77c\uc9c8 \uc218 \uc788\ub2e4\uace0 \uc804\ud588\ub2e4.\n\n<h3>\uae30\uc5c5 \ubc0f \uac70\uc2dc(\ub9e4\ud06c\ub85c) \uac70\ub798\uc5d0 \ub300\ud55c \uc2dc\uc0ac\uc810<\/h3>\n\ud604\uc9c0 \uc870\ub2ec \uaddc\uc815\uacfc \ud22c\uc790 \uc2ec\uc0ac\uc758 \uc218\ud61c\uac00 \uc608\uc0c1\ub418\ub294 \uc77c\ubd80 \uc720\ub7fd \uae30\uc5c5\uc5d0\ub294 \ub9e4\uc218(\ub871, long position: \uac00\uaca9 \uc0c1\uc2b9\uc5d0 \ubca0\ud305) \uad00\uc810\uc774 \uc720\ub9ac\ud560 \uc218 \uc788\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \uc720\ub7fd \uadf8\ub9b0\ud14c\ud06c ETF(\uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc, \uc8fc\uc2dd\ucc98\ub7fc \uac70\ub798\ub418\ub294 \ud380\ub4dc)\ub294 \uc62c\ud574 \ucd08 \uc774\ud6c4 \uc804\uccb4 \uc2dc\uc7a5 \ub300\ube44 3%p \uc774\uc0c1 \uc88b\uc740 \uc131\uacfc\ub97c \ubcf4\uc600\ub294\ub370, \uc774\ub294 \ud22c\uc790\uc790 \uc2e0\ub8b0\ub97c \ubcf4\uc5ec\uc900\ub2e4. \ub610\ud55c EU \uc548\uc5d0\uc11c \uc804\uae30\ucc28(EV, electric vehicle) \ubc30\ud130\ub9ac \uac19\uc740 \ubd80\ud488\uc744 \uc870\ub2ec\ud558\ub3c4\ub85d \uc720\uc778\uc774 \ucee4\uc9c4 \ub9cc\ud07c, \uc8fc\uc694 \uc720\ub7fd \uc644\uc131\ucc28 \uc5c5\uccb4\uc640 1\ucc28 \ud611\ub825\uc0ac(Tier 1 supplier, \uc644\uc131\ucc28 \ud68c\uc0ac\uc5d0 \ubd80\ud488\uc744 \uc9c1\uc811 \ub0a9\ud488\ud558\ub294 \ud575\uc2ec \uacf5\uae09\uc5c5\uccb4)\uc5d0 \ub300\ud55c \ucf5c\uc635\uc158(call options, \uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)\ub3c4 \uace0\ub824\ud560 \uc218 \uc788\ub2e4.\n\n\ubc18\ub300\ub85c, \uc774 \ubd84\uc57c \uacf5\uae09\ub9dd\uc744 \uc7a5\uc545\ud55c \ube44EU \uae30\uc5c5\ub4e4\uc740 \ubd80\ub2f4\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4. 2025\ub144 4\ubd84\uae30(Q4, 10~12\uc6d4) \uc774\ud6c4 \uc2dc\uc7a5\uc774 \uc0c8\ub85c\uc6b4 \ubb34\uc5ed \ub9c8\ucc30(trade frictions, \uaddc\uc81c\u00b7\uad00\uc138\u00b7\uc2ec\uc0ac \uac15\ud654 \ub4f1\uc73c\ub85c \uac70\ub798\uac00 \uc5b4\ub824\uc6cc\uc9c0\ub294 \uac83)\uc744 \ubc18\uc601\ud558\uba74\uc11c, \uc77c\ubd80 \ube44EU \uc18c\uc7ac \ubc0f \ubc30\ud130\ub9ac \ubd80\ud488 \uacf5\uae09\uc5c5\uccb4\uc758 \uae30\uc5c5\uac00\uce58(valuation, \uc8fc\uac00\u00b7\uac00\uce58 \ud3c9\uac00)\uac00 \uc57d\ud574\uc9c4 \uc0ac\ub840\ub3c4 \uc788\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \uc720\ub7fd \uc2dc\uc7a5 \uc758\uc874\ub3c4\uac00 \ub192\uc740 \ube44EU \uacbd\uc7c1\uc0ac\ub97c \ub9e4\ub3c4(\uc20f, short: \uac00\uaca9 \ud558\ub77d\uc5d0 \ubca0\ud305)\ud558\uace0, \uc720\ub7fd \ub300\ud45c \uae30\uc5c5(\uc608: \ub300\ud615 \ucca0\uac15\uc0ac)\uc744 \ub9e4\uc218\ud558\ub294 \ud398\uc5b4 \ud2b8\ub808\uc774\ub4dc(pairs trade, \ub450 \uc885\ubaa9\uc744 \ub3d9\uc2dc\uc5d0 \ub871\/\uc20f\uc73c\ub85c \uc7a1\uc544 \uc804\uccb4 \uc2dc\uc7a5 \ubcc0\ub3d9 \uc601\ud5a5\uc744 \uc904\uc774\ub294 \uc804\ub7b5)\ub294 \uc2dc\uc7a5 \uc804\uccb4 \uc6c0\uc9c1\uc784\uc5d0 \ub300\ud55c \uc704\ud5d8\uc744 \uc904\uc774\ub294 \ud5e4\uc9c0(hedge, \uc190\uc2e4\uc744 \uc904\uc774\uae30 \uc704\ud55c \ubc29\uc5b4) \uc5ed\ud560\uc744 \ud560 \uc218 \uc788\ub2e4.\n\n\ub354 \ud06c\uac8c \ubcf4\uba74, \uc774 \ubc95\uc740 EU \ub0b4\ubd80 \ud22c\uc790\uc640 \uc2e0\ub8b0\ub97c \ud0a4\uc6b0\ub824\ub294 \ubaa9\uc801\uc774 \ud06c\ub2e4. \uc720\ub85c\uc2a4\ud0c0\ud2b8(Eurostat, EU \ud1b5\uacc4\uae30\uad00)\uc758 \ucd5c\uc2e0 \uc0b0\uc5c5\uc0dd\uc0b0 \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 \uc790\ubcf8\uc7ac(capital goods, \uae30\uacc4\u00b7\uc124\ube44\ucc98\ub7fc \uc0dd\uc0b0\uc5d0 \uc4f0\uc774\ub294 \uc7ac\ud654) \uc81c\uc870\uac00 0.4% \ub298\uc5b4 \uba87 \ubd84\uae30 \ub9cc\uc5d0 \ucc98\uc74c\uc73c\ub85c \ud50c\ub7ec\uc2a4\uac00 \ub098\uc654\ub2e4. \uc774\ub294 \uae30\uc5c5\ub4e4\uc774 \uc124\ube44\ud22c\uc790(capital expenditures, \uacf5\uc7a5\u00b7\uc7a5\ube44 \ub4f1\uc5d0 \uc4f0\ub294 \ub3c8)\ub97c \ub298\ub9ac\uae30 \uc2dc\uc791\ud588\uc744 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc774\ub7f0 \uc0b0\uc5c5 \ud68c\ubcf5\uc774 \uc774\uc5b4\uc9c0\uba74 \uc720\ub85c(EUR, \uc720\ub85c\ud654)\uc5d0 \uc911\uc7a5\uae30\uc801\uc73c\ub85c \ub3c4\uc6c0\uc774 \ub420 \uc218 \uc788\uc5b4, \ud5a5\ud6c4 \uba87 \uc8fc \ub3d9\uc548 \uc720\ub85c \ub9e4\uc218(\ub871 EUR) \uac19\uc740 \uac70\uc2dc \uc804\ub7b5\ub3c4 \uc120\ud0dd\uc9c0\uac00 \ub420 \uc218 \uc788\ub2e4.\n\n<!-- wp:paragraph-->\n<p><b>VT Markets \ub77c\uc774\ube0c \uacc4\uc815\uc744 \ub9cc\ub4e4\uace0 \uc9c0\uae08 \ubc14\ub85c <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uac70\ub798<\/a>\ub97c \uc2dc\uc791\ud558\uc138\uc694.<\/b><\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>EU \uc0b0\uc5c5\uac00\uc18d\ubc95 \uc2dc\ud589: \ucca0\uac15\u00b7\uc790\ub3d9\ucc28\u00b7\ub137\uc81c\ub85c\uc5d0 \ud22c\uc790\uc2ec\uc0ac\u00b7\ud604\uc9c0\ud654 \uaddc\uc815 \uac15\ud654\ub85c \ud0c8\ud0c4\uc18c\u00b7\uacf5\uae09\ub9dd\u00b7\uc548\ubcf4 \uaca8\ub0e5. \uc720\ub7fd \uc218\ud61c\uc8fc \ub871, \ube44EU \uacf5\uae09\uc790 \uc20f, \ubcc0\ub3d9\uc131\u00b7EUR \uae30\ud68c \uc8fc\ubaa9. &#8211; vtmarkets.com<\/p>\n","protected":false},"author":103,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-39685","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/39685","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/users\/103"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=39685"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/39685\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=39685"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=39685"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=39685"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}