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????, ????, ????, ????ȭ ?? CASE ?߽??? ?ڵ??? ???? ????ȭ?? ?????????? ?????? ?ǰ? ???? ???? ??ȸ?? ???? ??????= ?˸?????Ʈ?ʽ? ?ΰ? ?̹????۷ι? ?ڵ??? ???谡 ?????? ?????? ?????ϴ? ?ٽ? ??ǰ ???? ???????? ?ұ??ϰ? ?? ???? ???ε??? ?????? ???? ?????? ?????ڵ??? ?????? ???? ???ο? ???ڷ? ?ڷγ?19 ?ҵ????? ?? ???߿? ?????? ?????ƿԴ?. ??????, ?۷ι? ?????? ??ü ?˸?????Ʈ?ʽ??? ?ڵ??? ?????? ???????? ???? ?ٸ? ?Ը??? ?ı??? ??ȭ(Disruption)?? ?ް? ??????, ??ȭ?? ?ӵ??? ???????? ???? ???????? ???ǻ? ???? ???????? ?????? ???ο? ?????? ?????Ͻ? ?????? ?ż??ϰ? ?????ؾ? ?Ѵٰ? ?????ߴ?.?˸?????Ʈ?ʽ??? '2021 ?۷ι? ?ڵ??? ???? ???? ???'?? ???? ?۷ι? ?ڵ??? ???谡 ?????? ȣ?縦 ???ÿ? ?ް? ?ִٰ? ??????. ȣ???? ???? Ȱ??ȭ?? ???? ?? ???? ???????? ???? ???Ը??????ݰ? ??ǰ ǰ?? ???????? ?ұ??ϰ? ?Ǹ? ???? Mix ????ȭ?? ???? ?????? ???? ???????? ?ҵ????? ?? ?ߵ????? ?ִٴ? ???̴?. ?ݸ?, ?ڵ??? ?????? ???ܱ??? ???ͼ??? Ȯ???? ???? ?????? ?????? ?????? ?????ϸ?, ?ش? ???????? ?ð??? ?????鼭 ???? ???????? ???̶??? ???? ?????? ??????. ????? ?????? ???谡 ?????? ???? ?߿??ϰ? ?????????? ?????? ???????????? ?????????? ??ȯ?̸?, ?ǸŰ? ?ƴ? ???ھ? ???鿡???? ?̹? ???????? ???? ???????? ???ڸ? ?ֵ??ϰ? ?ִٰ? ?м??ߴ?. ?????? ?ڼ??? ???캸??, ?? ?????????? ???? ?????? ?????? ???????? ???? ???? ???ڴ? ???? 1?? ???? 41% ??????????, 2025?????? ???ھ??? ?? 3,300?? ??(??ȭ 368.9?? ??)?? ???? ?????̴?. ?????? ?? ?????????? ?????? ???꿡 ???ϴ? ???????? ?????? ?????????? ???꿡 ?ҿ??Ǵ? ???? ???? ?? ?? ?? 8,000 ?????? 11,000 ?? ?? ???? ?????? ??Ÿ????. ???? ???? ų?ο?Ʈ-?ð??? ?????? 2025 ?????? 100 ?? ?????? ?????? ?????? ?????ϰ? ?????? 10?? ?̳??? ?????????? ?????? ?Ը??? ?????? ?????DZ? ?????? ???̶??? ?м??̴?.?ں?ȿ?????? ?????ϴ? ?ٽ? ô???? ?????ں????????ͷ?(ROCE)?? ?????? ?ҵ????? ?????? ?̸? ?????? ???????? ũ?? ?????Ǿ?????, ?? 1?б? ?ڵ??? ??????ü?? ????ü?? ?????ں????????ͷ??? ???? ?ް??? ?϶??? ?????? ???ݰ? ?????? ???? ?????? ?ڵ??? ?????? Ÿ???? ?? ?ִ? ???? ?û??ߴ?. ??? ???? ???????? ???????̼??? ?ֱ? ???? ?? ???? ???? ???ͼ??? ???? ?й??? ???߽??״?. ?????? 2019?? ???? ????, ???? 6?? 1?? ?۷ι? ?ڵ??? ??????ü 9?? (BMW, BYD, ???ӷ?, ????, GM, ȥ??, ?????ڵ???, ????Ÿ, ?????ٰ? ??)?? ?ð??Ѿ??? 102% ?????? ?????? ??Ÿ????. ?˸?????Ʈ?ʽ??? ???????? ?????? ???? ????? ?ұ??ϰ? ?????ڵ鿡?? ?̷? ???ͼ??? ???? ???밨?? ?????????? ???̶??? Ǯ???ߴ?.?˸?????Ʈ?ʽ??? ???? ?? ???? ?ڵ??? ?Ǹŷ??? 2020?? ???? 7õ700?? ?뺸?ٴ? ???? ??ġ?????? ?ڷγ? ?????? ?????? 2019?? ???? 9õ?? ?? ???ٴ? ???? 8õ300?? ?? ?????? ??????????, 2022??? ???? ?????? ???? ???????? ?Ǹſ? ???????? ???? ???ɼ??? ?????Ͽ? 8õ800?? ?밡 ?Ǹŵ? ?????? ?????ߴ?.????, ?? ???? ?ֿ? 25?? ?ڵ??? ??ü?? ???????? ?ǽ??? ???翡 ??????, ?? ?????????? ?ڵ??? ??ü???? ???ͼ??? ?????? ?ִ? ???? ū ???ҷ? 2019?? ???? 2020? ???? ?? ???? ?? 1,700?? ?λ??? ?????? ?????? ?巯????. ?˸?????Ʈ?ʽ??? ???ͼ? Ȯ???? ?־? ?ܱ????? ?????????δ? ?ֱ? ?? ?? ???? ???踦 ?????ϰ? ?ִ? ?ݵ?ü ???? ??ǰ ?????? ???? ?ֵ??? ???? ?????? ?ž?????, ?̷? ???? ???? ?? ???? ?ڵ??? ???귮?? 390?? ?? ?پ????? ?????? 1,100?? ??(??ȭ 122.9?? ??) ?????? ?????̶??? ?????ߴ?. ª?? ?ֹ? ?ֱ?, ???? ???? ???ü?, ?????? ?? ?????Ͼ?? ?????? ???????? ?ݵ?ü?Ӹ? ?ƴ϶? ö???翡?? ?????翡 ?̸??????? ?پ??? ???????ǿ? ?ô? ???ɼ??? ?????ƴ?.???? ?ڵ??? ?????? ?????? ?Ϲ̿??? ???? ?? 3,636 ???? ???? ?ְ?ġ?? ?????ϰ? ??????, ?̴? 2020 ?? ?????? 1,875 ?????? ?? ?? ?質 ?????? ?????̴?. ??¡(Hedging) ?? ???? ?Ⱓ???? ???? 2021?? ?Ϲݱ????? ?ش? ?????? ?ڵ??? ?????????? ???????? ?????? ?????? ???δ?. ????, ????? ???? ?????? ?????ϰ? ?????? ???? ?귣?忡 ???? ??ǰ?? ?????ϴ? Ư?????? ??ü?鿡?? ???ʿ??? ???? ?ߴܰ? ?????? ?߱??ϴ? ?????̶??? ???ϰ? ?ִ?. ?˸?????Ʈ?ʽ??? ?????? ???ü? ???ѵ? ??Ȳ???? ??ǰ?? ???? ???ü??? Ƽ?? 4-5 ???????? Ȯ???? ???? ?ǰ??ߴ?. ????, ?˸?????Ʈ?ʽ??? ???? ??????? '2021?????????ε???(DisruptionIndex)'?? ?ڵ??? ???? ?ι? ?????? ?????ߴ?. ?ش? ?ڷ??? ?پ??? ???? ???? ?????ϴ? ?۷ι? ???? ?????? ???? 5,000?? ?? ?̻??? ?????? ?????ϴ? ?????? ?̻??? ?̻? ?????? 3,149???? ???????? ?????ƴ?. ?ش? ???? ?????? ??????, ?? ???? ?ڵ??? ???? ?濵???? ???? 80%?? ?ڽ??? ?????? ?????? ????, ?α? ???????? ??ȭ, ??ǰ ??ȯ ?? ??ȣ???????? ???? ?? ???谡 ?????? ?ı??? ??ȭ?? ȿ???????? ?????? ?? ?ִٰ? ?????ߴ?. ?ݸ?, ?????? ?????? ?濵???? 52%?? ?ڽ??? ?????? ?̷??? ??ȭ?? ?????? ?? ?ִ? ?ʿ??? ??ġ?? ?????? ?ʰ? ?ִٰ? ??????????, ?? 29%???? ???????ǿ? ???? ȸ???? ???? ?ɷ¿? ???? ?ſ? ?ڽ? ?ִٰ? ?????ߴ?.??ũ ????ũ?ʵ? ?˸?????Ʈ?ʽ? ?ڵ??? ?ι? ?۷ι? ???? ??ǥ?? 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