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BackLS에코에너지, 베트남에 사마륨 금속 생산시설 구축…116억원 투자
LS에코에너지, 베트남에 사마륨 금속 생산시설 구축…116억원 투자
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연합뉴스1 hour agoBusiness2 min readSouth KoreaView translation

LS에코에너지, 베트남에 사마륨 금속 생산시설 구축…116억원 투자

ls에코에너지사마륨베트남

Quick Look

LS에코에너지가 베트남 호찌민 LSCV 부지에 연간 약 240t 규모의 사마륨 금속 생산시설을 구축하기 위해 116억원을 투자한다고 밝혔다. 이 금속은 전투기와 미사일에 사용되는 SmCo 영구자석의 핵심 원료로, 미국이 2027년부터 국방부 조달용 SmCo 영구자석의 공급망 규제를 원료 단계까지 확대할 예정이어서 비중국 사마륨 공급망의 중요성이 커질 전망이다.

AI-generated summary

Why It Matters

사마륨-코발트(SmCo) 영구자석은 고온에서도 안정적인 자력을 유지하여 전투기, 미사일 등 항공우주·방산 분야에 주로 사용된다. LS에코에너지는 베트남에 사마륨 금속 생산시설을 구축하여 비중국 희토류 공급망을 구축하려 한다.

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LS에코에너지는 116억원을 투자해 베트남에 사마륨(Samarium) 금속 생산시설을 구축한다고 30일 밝혔다.

사마륨 금속은 고온에서도 안정적인 자력을 유지하는 사마륨-코발트(SmCo) 영구자석의 핵심 원료로, SmCo 영구자석은 전투기와 미사일 등 항공우주·방산 분야에 주로 사용된다.

LS에코에너지는 베트남 호찌민 LSCV 부지에 연간 약 240t 규모의 생산시설을 구축한다. 연간 약 700∼1천t의 SmCo 영구자석을 생산할 수 있는 물량으로, 12월 시양산에 들어갈 계획이다.

미국이 2027년 1월부터 국방부 조달용 SmCo 영구자석의 공급망 규제를 원료 단계까지 확대할 예정이어서 방산 분야에서 비중국 사마륨 공급망 중요성은 더욱 커질 전망이다.

이번 투자는 LS에코에너지와 중국 외 지역에서 희토류를 분리·상업 생산하는 유일한 기업인 호주 라이너스(Lynas)의 협력이 실제 생산으로 이어지는 첫 사업화다. 양사는 지난 7월 각각 300억원 규모의 전환사채(CB)를 상호 인수했다.

라이너스가 희토류 원료를 공급하고 LS에코에너지가 베트남에서 금속을 생산해 LS전선의 영구자석 공장에 공급하는 비중국 공급망이 구축된다.

LS에코에너지는 디스프로슘(Dy), 터븀(Tb), 네오디뮴·프라세오디뮴(NdPr) 등으로 희토류 금속 생산 품목을 확대할 계획이다.

What to Watch

AI outlook — possibilities, not facts

  • LS에코에너지의 베트남 사마륨 금속 생산시설이 2026년 12월 시양산에 들어갈 예정이다.

    Very likely · Within months

  • 미국이 2027년 1월부터 국방부 조달용 SmCo 영구자석의 공급망 규제를 원료 단계까지 확대할 예정이다.

    Very likely · Within years

Open Questions

  • LS에코에너지의 베트남 생산시설 가동 시 exact한 시점은 언제인가?
  • 이번 투자로 인한 LS에코에너지의 재무적 부담 수준은 어느 정도인가?
  • 라이너스와의 협력이 향후 다른 희토류 분야로 확대될 가능성은 있는가?

Related Topics

ls에코에너지
People김민지
OrganizationsLS에코에너지라이너스(Lynas)LS전선연합뉴스
Places베트남 호찌민 LSCV 부지베트남호주미국
Topics사마륨베트남희토류smco 영구자석라이너스방산 공급망
This article was originally published by 연합뉴스.

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