---
title: "기존 NCM 라인의 LFP 전환 계획은 없다. — 미래에셋 김철중 — DecisionGateway"
description: "denial by 미래에셋 김철중, recorded recently — verbatim quote and source citation."
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denial

# **기존 NCM 라인의 LFP 전환 계획은 없다.**

A denial by 미래에셋 김철중. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *기존 NCM 라인의 LFP 전환은 계획 없음*

cjdbjPublished 2026-11-05 [ Read source](https://t.me/cjdbj/11477)

## **Related claims**

[**LG Chem will exclude low-density LFP from initial commercialization and focus on high-density LFP with differentiated technology and supply chain, targeting about 40,000 tons of supply contracts as high-density LFP demand ramps up in 2028-2029.**LG화학 · commitment](https://dgw.tmarket.io/claims/01a1ccd9-af69-7154-96e1-1d9dd222586b) [**Futurum Group head Daniel Newman notes that the company has no public succession plan and no obvious candidate to replace Huang.**глава Futurum Group Дэниел Ньюман · statement](https://dgw.tmarket.io/claims/01a1cb86-a32a-7cd3-9afd-27a7593c3f32) [**27년 46파이 비중은 NCM 출하의 최대 약 40%까지 확대되고, NCM 출하는 두 자릿수 성장이 전망된다.**미래에셋 김철중 · prediction](https://dgw.tmarket.io/claims/01a1ccda-cb82-78bf-b108-0f9c6181057b) [**27년 46파이 비중은 NCM 출하의 최대 약 40%까지 확대될 전망이다.**미래에셋 김철중 · prediction](https://dgw.tmarket.io/claims/01a1ccdf-176c-7a20-811f-b76d8183fdb0) [**LFP 캐파는 28년 하반기까지 6만 톤을 추가 증설해 총 12만 톤 체제를 구축할 계획이며, 재원은 자회사 엘앤에프플러스가 정책금융 우선으로 직접 조달한다.**미래에셋 김철중 · commitment](https://dgw.tmarket.io/claims/01a1ccda-cbc6-76eb-9d3c-f29882cd11a1) [**NVIDIA has no so-called long-term plan; it just thinks clearly about what to do today and does the task at hand as well as possible.**黃仁勳 · statement](https://dgw.tmarket.io/claims/01a1d497-9e46-72f0-a5db-25286f8db427)

[All claims](https://dgw.tmarket.io/claims)

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