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Rare Earths\u3060\u3002Lynas\u306f2026\u5e743\u670826\u65e5\u306eASX\u958b\u793a\u3067\u3001LS\u30a8\u30b3\u30a8\u30ca\u30b8\u30fc\u3068\u306e\u67a0\u7d44\u307f\u5408\u610f\uff08Framework Agreement\uff09\u3092\u767a\u8868\u3057\u3066\u3044\u308b\u3002\u540c\u958b\u793a\u304c\u66f8\u3044\u3066\u3044\u308b\u306e\u306f\u300cLS\u30a8\u30b3\u30a8\u30ca\u30b8\u30fc\u304c\u30d9\u30c8\u30ca\u30e0\u306b\u5efa\u8a2d\u3059\u308b\u65b0\u3057\u3044\u30ec\u30a2\u30a2\u30fc\u30b9\u91d1\u5c5e\u88fd\u9020\u65bd\u8a2d\u300d\u307e\u3067\u3067\u3001\u78c1\u77f3\u5de5\u7a0b\u306e\u62c5\u3044\u624b\u306b\u306f\u89e6\u308c\u3066\u3044\u306a\u3044\u3002Lynas\u306e\u9178\u5316\u7269\u3092LS\u30a8\u30b3\u30a8\u30ca\u30b8\u30fc\u304c\u30d9\u30c8\u30ca\u30e0\u3067\u91d1\u5c5e\u5316\u3057\u3001LS Cable &amp; System\u304c\u6c38\u4e45\u78c1\u77f3\u306e\u88fd\u9020\u5de5\u7a0b\u3067\u53d7\u3051\u53d6\u308b\u3068\u3044\u3046\u6d41\u308c\u306f\u3001LS\u5074\u304c\u793a\u3057\u305f\u69cb\u56f3\u3068\u3057\u3066The Investor\u304c\u4f1d\u3048\u3066\u3044\u308b\u3082\u306e\u3060\u3002\u91d1\u5c5e\u5316\u306e\u5bfe\u8c61\u306f\u30e1\u30bf\u30eb\u5316NdPr\u3068\u91cd\u5e0c\u571f\u985e\uff08\u30b5\u30de\u30ea\u30a6\u30e0\u3001\u30b8\u30b9\u30d7\u30ed\u30b7\u30a6\u30e0\u3001\u30c6\u30eb\u30d3\u30a6\u30e0\uff09\u3067\u3001Lynas\u306f\u300c\u30b5\u30de\u30ea\u30a6\u30e0\u91d1\u5c5e\u306e\u751f\u7523\u304c\u7b2c\u4e00\u512a\u5148\u300d\u3068\u66f8\u3044\u3066\u3044\u308b\u3002<\/p>\n<p>\u30d9\u30c8\u30ca\u30e0\u5074\u306e\u8cc7\u6e90\u3092\u5f53\u3066\u8fbc\u3080\u7b4b\u304c\u7d30\u3044\u3053\u3068\u306f\u3001\u5225\u306e\u6570\u5b57\u3067\u3082\u88cf\u304c\u53d6\u308c\u308b\u3002\u7c73\u5730\u8cea\u8abf\u67fb\u6240\uff08USGS\uff09\u306f2025\u5e74\u306e\u5831\u544a\u3067\u3001\u30d9\u30c8\u30ca\u30e0\u306e\u30ec\u30a2\u30a2\u30fc\u30b9\u57cb\u8535\u91cf\u30922024\u5e74\u6642\u70b9\u306e\u7d042,200\u4e07\u30c8\u30f3\u304b\u3089350\u4e07\u30c8\u30f3\u3078\u4e0b\u65b9\u4fee\u6b63\u3057\u305f\u3002\u3053\u308c\u306b\u3088\u308a\u4e16\u754c2\u4f4d\u3060\u3063\u305f\u9806\u4f4d\u306f\u3001\u30d6\u30e9\u30b8\u30eb\u30fb\u30a4\u30f3\u30c9\u30fb\u30aa\u30fc\u30b9\u30c8\u30e9\u30ea\u30a2\u30fb\u30ed\u30b7\u30a2\u306e\u5f8c\u308d\u306e6\u4f4d\u3078\u843d\u3061\u305f\u3002\u5b9f\u969b\u306e\u63a1\u6398\u91cf\u306f\u3055\u3089\u306b\u5c0f\u3055\u304f\u3001\u7c73\u6226\u7565\u56fd\u969b\u554f\u984c\u7814\u7a76\u6240\uff08CSIS\uff09\u306e\u6574\u7406\u3067\u306f2023\u5e74\u304c600\u30c8\u30f3\u30012024\u5e74\u304c300\u30c8\u30f3\u306b\u3068\u3069\u307e\u308b\u3002\u30d9\u30c8\u30ca\u30e0\u306f\u57cb\u8535\u91cf\u3092\u7523\u696d\u653f\u7b56\u306e\u58f2\u308a\u6587\u53e5\u306b\u3057\u3066\u304d\u305f\u304c\u3001\u91cf\u7523\u306f\u307e\u3060\u7acb\u3061\u4e0a\u304c\u3063\u3066\u3044\u306a\u3044\u3002LS\u304c\u9078\u3093\u3060\u306e\u306f\u300c\u30d9\u30c8\u30ca\u30e0\u306e\u5730\u4e0b\u300d\u3067\u306f\u306a\u304f\u300c\u30d9\u30c8\u30ca\u30e0\u306e\u5de5\u5834\u7528\u5730\u3068\u4eba\u624b\u3068\u96fb\u529b\u300d\u3067\u3042\u308b\u3002<\/p>\n<p>\u540c\u3058\u7dda\u5f15\u304d\u306f\u3001\u30db\u30fc\u30c1\u30df\u30f3\u5e02\u306b\u5de5\u5834\u3092\u958b\u3044\u305f\u30c7\u30f3\u30de\u30fc\u30af\u306e\u30b8\u30e5\u30a8\u30ea\u30fc\u5927\u624b\u306e\u4f8b\u3068\u4e26\u3079\u308b\u3068\u898b\u3048\u3084\u3059\u3044\u3002\u5b8c\u6210\u54c1\u306e\u5de5\u7a0b\u306f\u73fe\u5730\u306b\u79fb\u3063\u3066\u3082\u3001\u76f4\u63a5\u6750\u306f\u8f38\u5165\u306e\u307e\u307e\u6b8b\u308b\u3002<a href=\"https:\/\/india-marketing.jp\/en\/vietnam-news\/pandora-hcmc-plant\/\">\u30d1\u30f3\u30c9\u30e9\u304c1.5\u5104\u30c9\u30eb\u306e\u30db\u30fc\u30c1\u30df\u30f3\u5de5\u5834\u3092\u958b\u696d\u3057\u305f\u4ef6<\/a>\u3067\u3082\u540c\u3058\u7dda\u5f15\u304d\u304c\u8d77\u304d\u3066\u3044\u3066\u3001\u300c\u73fe\u5730\u751f\u7523\u300d\u3068\u3044\u3046\u8a00\u8449\u306e\u4e2d\u8eab\u3092\u5de5\u7a0b\u5358\u4f4d\u3067\u307b\u3069\u304b\u306a\u3044\u3068\u3001\u8abf\u9054\u30ea\u30b9\u30af\u306e\u6240\u5728\u3092\u8aad\u307f\u9055\u3048\u308b\u3002<\/p>\n<h2>240\u30c8\u30f3\u304c\u78c1\u77f3\u306b\u63db\u7b97\u3059\u308b\u3068\u4f55\u30c8\u30f3\u306b\u306a\u308b\u304b<\/h2>\n<p>LS\u306f\u3001\u5e74240\u30c8\u30f3\u306e\u30b5\u30de\u30ea\u30a6\u30e0\u91d1\u5c5e\u304cSmCo\u6c38\u4e45\u78c1\u77f3\u306e\u5e74\u7523700\u301c1,000\u30c8\u30f3\u5206\u306e\u539f\u6599\u306b\u76f8\u5f53\u3059\u308b\u3068\u898b\u7a4d\u3082\u3063\u3066\u3044\u308b\u3002\u3053\u306e\u5e45\u3092\u9006\u7b97\u3059\u308b\u3068\u3001\u78c1\u77f3\u91cd\u91cf\u306b\u5360\u3081\u308b\u30b5\u30de\u30ea\u30a6\u30e0\u306e\u5272\u5408\u306f24%\uff08240\u00f71,000\uff09\u304b\u308934%\uff08240\u00f7700\uff09\u306b\u306a\u308b\u3002SmCo\u78c1\u77f3\u306e\u7d44\u6210\u304b\u3089\u898b\u3066\u4e0d\u81ea\u7136\u306a\u6570\u5b57\u3067\u306f\u306a\u3044\u3002\u3064\u307e\u308aLS\u306e\u898b\u7a4d\u3082\u308a\u306f\u3001\u78c1\u77f31\u30c8\u30f3\u3042\u305f\u308a\u306e\u30b5\u30de\u30ea\u30a6\u30e0\u6b69\u7559\u307e\u308a\u3068\u3057\u3066\u5e38\u8b58\u7684\u306a\u7bc4\u56f2\u306b\u53ce\u307e\u3063\u3066\u3044\u308b\u3002<\/p>\n<figure class=\"wp-block-table\">\n<table>\n<thead>\n<tr>\n<th>Item<\/th>\n<th>\u78ba\u5b9a\u3057\u3066\u3044\u308b\u3053\u3068<\/th>\n<th>\u307e\u3060\u6c7a\u307e\u3063\u3066\u3044\u306a\u3044\uff0f\u5916\u90e8\u6761\u4ef6<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\u4e8b\u696d\u4f53<\/td>\n<td>GSHM\uff08\u30db\u30fc\u30c1\u30df\u30f3\u5e02\uff09\u3001\u767b\u9332\u8cc7\u672c200\u5104\u30a6\u30a9\u30f3\u3001LS\u30a8\u30b3\u30a8\u30ca\u30b8\u30fc58%<\/td>\n<td>\u6b8b\u308a42%\u306e\u8ca1\u52d9\u6295\u8cc7\u5bb6\u306e\u5185\u8a33\uff08\u97d3\u56fd\u30e1\u30c7\u30a3\u30a2\u5831\u9053\u30d9\u30fc\u30b9\uff09<\/td>\n<\/tr>\n<tr>\n<td>Ownership<\/td>\n<td>116\u5104\u30a6\u30a9\u30f3\u3001\u53d6\u5f15\u5b9f\u884c\u65e52026\u5e7410\u670816\u65e5<\/td>\n<td>\u6255\u8fbc\u306fERC\u53d6\u5f97\u5f8c90\u65e5\u4ee5\u5185\u306e\u305f\u3081\u3001\u5b8c\u4e86\u6642\u671f\u306fERC\u6b21\u7b2c<\/td>\n<\/tr>\n<tr>\n<td>\u7acb\u5730\u30fb\u80fd\u529b<\/td>\n<td>LSCV\u69cb\u5185\u3001\u30b5\u30de\u30ea\u30a6\u30e0\u91d1\u5c5e\u5e74\u7523\u7d04240\u30c8\u30f3<\/td>\n<td>\u7dcf\u6295\u8cc7\u984d\u3068\u63a1\u7528\u6280\u8853\u306f\u672a\u958b\u793a<\/td>\n<\/tr>\n<tr>\n<td>Timeframe<\/td>\n<td>2026\u5e7412\u6708\u306b\u8a66\u904b\u8ee2<\/td>\n<td>\u5546\u696d\u904b\u8ee2\u306e\u958b\u59cb\u6642\u671f\u306f\u672a\u958b\u793a<\/td>\n<\/tr>\n<tr>\n<td>Ingredient<\/td>\n<td>Lynas\u3068\u306e\u67a0\u7d44\u307f\u5408\u610f\uff082026\u5e743\u670826\u65e5\uff09\u3042\u308a<\/td>\n<td>\u6b63\u5f0f\u5951\u7d04\uff08definitive agreement\uff09\u306f\u4ea4\u6e09\u4e2d\u3002\u6570\u91cf\u30fb\u4fa1\u683c\u30fb\u671f\u9593\u306f\u672a\u516c\u8868<\/td>\n<\/tr>\n<tr>\n<td>\u51fa\u53e3<\/td>\n<td>LS Cable &amp; System\u304c\u78c1\u77f3\u5de5\u7a0b\u3092\u62c5\u3046\u69cb\u60f3<\/td>\n<td>\u78c1\u77f3\u306e\u88fd\u9020\u5730\u3001\u9867\u5ba2\u3001\u8a8d\u8a3c\u53d6\u5f97\u306e\u72b6\u6cc1\u306f\u672a\u516c\u8868<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<p>\u53f3\u306e\u5217\u304c\u57cb\u307e\u308b\u307e\u3067\u3001\u3053\u306e\u5de5\u5834\u306f\u300c\u8abf\u9054\u5148\u300d\u3067\u306f\u306a\u304f\u300c\u5019\u88dc\u300d\u306b\u3068\u3069\u307e\u308b\u3002Lynas\u306e\u958b\u793a\u6587\u3082\u3001\u9577\u671f\u306e\u91d1\u5c5e\u52a0\u5de5\u53d6\u308a\u6c7a\u3081\u306b\u3064\u3044\u3066\u6b63\u5f0f\u5951\u7d04\u306b\u5411\u3051\u3066\u4f5c\u696d\u3059\u308b\uff08work towards a definitive agreement\uff09\u3068\u66f8\u304d\u3001\u65b0\u8a2d\u8a2d\u5099\u306b\u3088\u308b\u4f9b\u7d66\u306f\u6b63\u5f0f\u5951\u7d04\u3092\u6761\u4ef6\u3068\u3059\u308b\uff08subject to definitive agreements\uff09\u3068\u660e\u8a18\u3057\u3066\u3044\u308b\u3002\u4e21\u793e\u306f\u7d043,000\u4e07\u8c6a\u30c9\u30eb\u76f8\u5f53\u306e\u8ee2\u63db\u8a3c\u5238\u3092\u76f8\u4e92\u306b\u5f15\u304d\u53d7\u3051\u308b\u7d04\u675f\u3082\u67a0\u7d44\u307f\u5408\u610f\u306b\u542b\u3081\u305f\u304c\u3001\u3053\u308c\u3082\u5225\u9014\u306e\u6b63\u5f0f\u5951\u7d04\u3092\u7d50\u3076\u3068\u3044\u3046\u7d04\u675f\u3067\u3042\u3063\u3066\u3001\u5f15\u53d7\u304c\u6e08\u3093\u3060\u3068\u3044\u3046\u767a\u8868\u3067\u306f\u306a\u3044\u3002<\/p>\n<h2>\u5f53\u4e8b\u8005\u304c\u516c\u306b\u8a00\u3063\u3066\u3044\u308b\u3053\u3068<\/h2>\n<p>\u516c\u8868\u3055\u308c\u3066\u3044\u308b\u767a\u8a00\u306f\u6b21\u306e\u901a\u308a\u3067\u3001\u3044\u305a\u308c\u3082\u4f1a\u793e\u767a\u8868\u304b\u958b\u793a\u8cc7\u6599\u306b\u8f09\u3063\u3066\u3044\u308b\u3082\u306e\u3060\u3002<\/p>\n<p>Lynas Rare Earths\u306eCEO\u517c\u30de\u30cd\u30fc\u30b8\u30f3\u30b0\u30c7\u30a3\u30ec\u30af\u30bf\u30fc\u3001Amanda Lacaze\u6c0f\u306f3\u670826\u65e5\u306e\u958b\u793a\u3067\u3001\u91d1\u5c5e\u5316\u80fd\u529b\u3078\u306e\u78ba\u5b9f\u306a\u30a2\u30af\u30bb\u30b9\u304c\u5f37\u56fa\u306a\u30ec\u30a2\u30a2\u30fc\u30b9\u7523\u696d\u3092\u652f\u3048\u308b\u3046\u3048\u3067\u6c7a\u5b9a\u7684\u3067\u3042\u308a\u3001\u91d1\u5c5e\u88fd\u9020\u306e\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306b\u53c2\u52a0\u3059\u308b\u3053\u3068\u304c\u540c\u793e\u306e\u6210\u9577\u69cb\u60f3\u300cTowards 2030\u300d\u306e\u67f1\u306e\u4e00\u3064\u3060\u3068\u8ff0\u3079\u3066\u3044\u308b\u3002\u540c\u6c0f\u306fLS\u30a8\u30b3\u30a8\u30ca\u30b8\u30fc\u304c\u88fd\u9020\u306e\u77e5\u898b\u3092\u6301\u3061\u8fbc\u307f\u3001Lynas\u304c\u30ec\u30a2\u30a2\u30fc\u30b9\u5e02\u5834\u3067\u306e\u7d4c\u9a13\u3092\u6301\u3064\u3068\u3044\u3046\u5f79\u5272\u5206\u62c5\u306b\u3082\u89e6\u308c\u305f\u3002<\/p>\n<p>LS\u30a8\u30b3\u30a8\u30ca\u30b8\u30fc\u306eCEO\u3001Lee Sang-ho\u6c0f\u306b\u3064\u3044\u3066\u306f\u3001The Investor\u304c\u3001\u9ad8\u4ed8\u52a0\u4fa1\u5024\u306e\u7d20\u6750\u30fb\u90e8\u54c1\u306e\u751f\u7523\u3092\u901a\u3058\u3066\u97d3\u56fd\u304c\u4e16\u754c\u306e\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306b\u3088\u308a\u6df1\u304f\u53c2\u753b\u3059\u308b\u3053\u3068\u3092\u671f\u5f85\u3059\u308b\u3068\u306e\u767a\u8a00\u3092\u4f1d\u3048\u3066\u3044\u308b\u3002<\/p>\n<p>\u4f1a\u793e\u3068\u3057\u3066\u306e\u52d5\u304d\u306f\u3001LS Cable &amp; 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href=\"https:\/\/india-marketing.jp\/en\/vietnam-news\/sanyo-denki-hungyen\/\">\u5c71\u6d0b\u96fb\u6c17\u304c\u30d5\u30f3\u30a4\u30a8\u30f3\u7701\u306b\u51b7\u5374\u30d5\u30a1\u30f3\u5de5\u5834\u3092\u8a08\u753b\u3057\u305f\u4ef6<\/a>\u306e\u3088\u3046\u306b\u3001AI\u30fb\u534a\u5c0e\u4f53\u5411\u3051\u306e\u56de\u8ee2\u6a5f\u5668\u3092\u30d9\u30c8\u30ca\u30e0\u3067\u4f5c\u308b\u65e5\u7cfb\u306e\u6848\u4ef6\u306f\u5897\u3048\u3066\u3044\u308b\u3002\u5317\u90e8\u3068\u5357\u90e8\u3068\u3044\u3046\u8ddd\u96e2\u306f\u3042\u308b\u304c\u3001\u539f\u6599\u304c\u4e2d\u56fd\u7d4c\u7531\u306e\u8239\u4fbf\u304b\u3089\u56fd\u5185\u9678\u9001\u306b\u7f6e\u304d\u63db\u308f\u308b\u53ef\u80fd\u6027\u306f\u3001\u5728\u5eab\u8a2d\u8a08\u306e\u524d\u63d0\u3092\u5909\u3048\u308b\u3002<\/p>\n<h2>\u306a\u305c\u65b0\u5de5\u5834\u3067\u306f\u306a\u304f\u65e2\u5b58\u306e\u30b1\u30fc\u30d6\u30eb\u5de5\u5834\u306e\u69cb\u5185\u306a\u306e\u304b<\/h2>\n<p>LS\u30a8\u30b3\u30a8\u30ca\u30b8\u30fc\u306f\u30d9\u30c8\u30ca\u30e0\u3067\u3001\u30db\u30fc\u30c1\u30df\u30f3\u5e02\u306eLSCV\u3068\u30cf\u30a4\u30d5\u30a9\u30f3\u5e02\u306eLS-VINA\u3068\u3044\u3046\u4e8c\u3064\u306e\u62e0\u70b9\u3067\u30b1\u30fc\u30d6\u30eb\u3092\u4f5c\u3063\u3066\u304d\u305f\u3002\u4eca\u56de\u306e\u7cbe\u932c\u30e9\u30a4\u30f3\u306f\u305d\u306e\u3046\u3061LSCV\u306e\u69cb\u5185\u306b\u7f6e\u304b\u308c\u308b\u3002\u65b0\u898f\u306e\u5de5\u696d\u56e3\u5730\u3092\u53d6\u5f97\u3057\u3066\u5358\u72ec\u5de5\u5834\u3092\u5efa\u3066\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u65e2\u306bERC\u3082\u96fb\u529b\u3082\u4eba\u54e1\u3082\u52d5\u3044\u3066\u3044\u308b\u6577\u5730\u306b\u9593\u501f\u308a\u3059\u308b\u5f62\u3060\u3002<\/p>\n<p>\u3053\u306e\u9078\u3073\u65b9\u306f\u3001\u7acb\u3061\u4e0a\u3052\u901f\u5ea6\u3092\u512a\u5148\u3057\u305f\u7d50\u679c\u3068\u3057\u3066\u8aad\u3081\u308b\u30022025\u5e7412\u6708\u306b\u65b9\u5f0f\u3092\u6c7a\u3081\u3066\u3044\u306a\u304b\u3063\u305f\u6848\u4ef6\u3092\u30012026\u5e743\u6708\u306bLynas\u3068\u67a0\u7d44\u307f\u3092\u7d50\u3073\u30019\u6708\u672b\u306b\u8a2d\u5099\u8a08\u753b\u3092\u516c\u8868\u3057\u300112\u6708\u306b\u8a66\u904b\u8ee2\u307e\u3067\u6301\u3063\u3066\u3044\u304f\u3002\u65e2\u5b58\u69cb\u5185\u3092\u4f7f\u308f\u306a\u3051\u308c\u3070\u3053\u306e\u65e5\u7a0b\u306f\u7d44\u307f\u306b\u304f\u3044\u3002\u9006\u306b\u8a00\u3048\u3070\u3001240\u30c8\u30f3\u3068\u3044\u3046\u80fd\u529b\u306f\u65e2\u5b58\u6577\u5730\u306b\u53ce\u307e\u308b\u898f\u6a21\u304b\u3089\u51fa\u767a\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3082\u3042\u308b\u3002LS\u30a8\u30b3\u30a8\u30ca\u30b8\u30fc\u306f\u30b8\u30b9\u30d7\u30ed\u30b7\u30a6\u30e0\u3001\u30c6\u30eb\u30d3\u30a6\u30e0\u3001NdPr\u3078\u306e\u54c1\u76ee\u62e1\u5927\u3082\u8868\u660e\u3057\u3066\u3044\u308b\u304c\u3001\u305d\u3053\u307e\u3067\u5e83\u3052\u308b\u6bb5\u3067\u306f\u7528\u5730\u306e\u5236\u7d04\u304c\u51fa\u3066\u304f\u308b\u3002<\/p>\n<p>\u30d9\u30c8\u30ca\u30e0\u306b\u7d20\u6750\u30fb\u90e8\u6750\u306e\u4e0a\u6d41\u5de5\u7a0b\u304c\u5165\u3063\u3066\u304f\u308b\u6d41\u308c\u305d\u306e\u3082\u306e\u306f\u3001\u3053\u3053\u6570\u5e74\u3067\u7d9a\u3044\u3066\u3044\u308b\u3002\u305f\u3060\u3057\u5165\u3063\u3066\u304f\u308b\u306e\u306f\u539f\u6599\u306e\u63a1\u6398\u3067\u306f\u306a\u304f\u3001\u539f\u6599\u3092\u52a0\u5de5\u3057\u3066\u4ed8\u52a0\u4fa1\u5024\u3092\u4e57\u305b\u308b\u5de5\u7a0b\u3060\u3002\u305d\u306e\u7d50\u679c\u3068\u3057\u3066\u3001\u30d9\u30c8\u30ca\u30e0\u3067\u7d44\u3093\u3060\u88fd\u54c1\u306e\u300c\u539f\u7523\u5730\u300d\u306f\u3001\u5de5\u7a0b\u3092\u3069\u3053\u307e\u3067\u9061\u3063\u3066\u898b\u308b\u304b\u3067\u7b54\u3048\u304c\u5909\u308f\u308b\u72b6\u614b\u306b\u306a\u308b\u3002\u6b27\u5dde\u306e\u9867\u5ba2\u304b\u3089\u6392\u51fa\u91cf\u306e\u5185\u8a33\u3092\u6c42\u3081\u3089\u308c\u308b\u5834\u9762\u3067\u3082\u540c\u3058\u554f\u984c\u304c\u51fa\u3066\u3044\u3066\u3001<a href=\"https:\/\/india-marketing.jp\/en\/vietnam-news\/vietnam-electronics-esg\/\">\u30d9\u30c8\u30ca\u30e0\u306e\u96fb\u5b50\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u304cScope3\u306e\u58c1\u306b\u76f4\u9762\u3057\u3066\u3044\u308b\u4ef6<\/a>\u3068\u4eca\u56de\u306e\u539f\u7523\u5730\u8a3c\u660e\u306e\u8a71\u306f\u3001\u6839\u3063\u3053\u3067\u540c\u3058\u4f5c\u696d\uff08\u5de5\u7a0b\u5225\u306e\u30c8\u30ec\u30fc\u30b9\uff09\u3092\u8981\u6c42\u3057\u3066\u304f\u308b\u3002\u7247\u65b9\u306e\u4f53\u5236\u3092\u4f5c\u308c\u3070\u3001\u3082\u3046\u7247\u65b9\u306b\u3082\u6d41\u7528\u3067\u304d\u308b\u3002<\/p>\n<h2>\u78ba\u8a8d\u5148\u3068\u5f53\u9762\u306e\u30c1\u30a7\u30c3\u30af\u30dd\u30a4\u30f3\u30c8<\/h2>\n<figure class=\"wp-block-table\">\n<table>\n<thead>\n<tr>\n<th>\u4f55\u3092\u78ba\u8a8d\u3059\u308b\u304b<\/th>\n<th>\u3069\u3053\u3092\u898b\u308b\u304b<\/th>\n<th>\u76ee\u5b89\u306e\u6642\u671f<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>GSHM\u3078\u306e\u6255\u8fbc\u5b8c\u4e86\u3068\u8a2d\u7acb\u624b\u7d9a\u304d\u306e\u9032\u6357<\/td>\n<td>LS\u30a8\u30b3\u30a8\u30ca\u30b8\u30fc\u306eDART\u958b\u793a\uff08\u97d3\u56fd\u96fb\u5b50\u958b\u793a\u30b7\u30b9\u30c6\u30e0\uff09<\/td>\n<td>\u53d6\u5f15\u5b9f\u884c\u65e52026\u5e7410\u670816\u65e5\u4ee5\u964d\u3001ERC\u53d6\u5f97\u304b\u308990\u65e5\u4ee5\u5185<\/td>\n<\/tr>\n<tr>\n<td>\u8a66\u904b\u8ee2\u306e\u5b9f\u65bd\u3068\u7d50\u679c<\/td>\n<td>LS Cable &amp; System\uff0fLS\u30a8\u30b3\u30a8\u30ca\u30b8\u30fc\u306e\u767a\u8868<\/td>\n<td>2026\u5e7412\u6708<\/td>\n<\/tr>\n<tr>\n<td>Lynas\u3068\u306e\u6b63\u5f0f\u5951\u7d04\uff08\u6570\u91cf\u30fb\u671f\u9593\uff09<\/td>\n<td>Lynas\u306eASX\u958b\u793a\uff08\u30b3\u30fc\u30c9\uff1aLYC\uff09<\/td>\n<td>\u672a\u5b9a\u3002\u67a0\u7d44\u307f\u5408\u610f\u306f2026\u5e743\u670826\u65e5<\/td>\n<\/tr>\n<tr>\n<td>SmCo\u78c1\u77f3\u306e\u8abf\u9054\u5236\u9650\u306e\u6761\u6587<\/td>\n<td>DFARS 252.225-7052\uff08\u975e\u5165\u624b\u5224\u5b9a\u306f225.7018-4\uff09<\/td>\n<td>2027\u5e741\u67081\u65e5\u304b\u3089\u4f9b\u7d66\u7db2\u5168\u4f53\u306b\u62e1\u5927<\/td>\n<\/tr>\n<tr>\n<td>\u30b5\u30de\u30ea\u30a6\u30e0\u95a2\u9023\u54c1\u306e\u8f38\u51fa\u8a31\u53ef\u8981\u4ef6<\/td>\n<td>\u4e2d\u56fd\u5546\u52d9\u90e8\u30fb\u7a0e\u95a2\u7dcf\u7f72 2025\u5e74\u7b2c18\u53f7\u516c\u544a<\/td>\n<td>2025\u5e744\u67084\u65e5\u304b\u3089\u9069\u7528\u4e2d<\/td>\n<\/tr>\n<tr>\n<td>\u81ea\u793e\u90e8\u6750\u306eSmCo\u4f7f\u7528\u54c1\u756a\u3068\u5de5\u7a0b\u5225\u539f\u7523\u5730<\/td>\n<td>\u81ea\u793e\u306e\u90e8\u54c1\u53f0\u5e33\u3068\u4e00\u6b21\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3078\u306e\u7167\u4f1a<\/td>\n<td>\u3044\u307e\u7740\u624b\u3057\u3066\u5e74\u5185\u306b\u4e00\u5de1\u3055\u305b\u308b<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<p>LS\u30a8\u30b3\u30a8\u30ca\u30b8\u30fc\u306e\u30d9\u30c8\u30ca\u30e0\u62e0\u70b9\u306e\u6240\u5728\u306f\u3001LSCV\u304c\u30db\u30fc\u30c1\u30df\u30f3\u5e02\u3001LS-VINA\u304c\u30cf\u30a4\u30d5\u30a9\u30f3\u5e02\u3002\u7cbe\u932c\u30e9\u30a4\u30f3\u306fLSCV\u69cb\u5185\u306b\u5efa\u3064\u4e88\u5b9a\u3060\u3002\u8a2a\u554f\u3084\u5f15\u304d\u5408\u3044\u3092\u8003\u3048\u308b\u5834\u5408\u306f\u3001LS\u30a8\u30b3\u30a8\u30ca\u30b8\u30fc\u306e\u4f01\u696d\u30b5\u30a4\u30c8\u7d4c\u7531\u3067\u306e\u554f\u3044\u5408\u308f\u305b\u304c\u552f\u4e00\u306e\u516c\u958b\u30eb\u30fc\u30c8\u306b\u306a\u308b\u3002<\/p>\n<h2>2027\u5e74\u306e\u8abf\u9054\u8a08\u753b\u306b\u66f8\u304f\u306e\u306f\u307e\u3060\u300c\u70b9\u7dda\u300d\u3067\u3044\u3044<\/h2>\n<p>\u78ba\u5b9a\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u30db\u30fc\u30c1\u30df\u30f3\u5e02\u306b\u30b5\u30de\u30ea\u30a6\u30e0\u91d1\u5c5e\u3092\u5e74240\u30c8\u30f3\u4f5c\u308b\u4f1a\u793e\u304c\u3067\u304d\u300112\u6708\u306b\u8a66\u904b\u8ee2\u306b\u5165\u308a\u3001\u539f\u6599\u306f\u30aa\u30fc\u30b9\u30c8\u30e9\u30ea\u30a2\u5074\u304b\u3089\u6765\u308b\u898b\u8fbc\u307f\u3060\u3068\u3044\u3046\u67a0\u7d44\u307f\u3060\u3002\u78ba\u5b9a\u3057\u3066\u3044\u306a\u3044\u306e\u306f\u3001\u5546\u696d\u904b\u8ee2\u306e\u6642\u671f\u3001\u6b63\u5f0f\u5951\u7d04\u306e\u6570\u91cf\u3068\u4fa1\u683c\u3001\u305d\u3057\u3066\u78c1\u77f3\u5de5\u7a0b\u3092\u3069\u3053\u3067\u56de\u3059\u304b\u3067\u3042\u308b\u3002\u975e\u4e2d\u56fd\u30eb\u30fc\u30c8\u306e\u300c\u5019\u88dc\u300d\u304c\u4e00\u3064\u5897\u3048\u305f\u3068\u3044\u3046\u8aad\u307f\u65b9\u304c\u3001\u3044\u307e\u306e\u958b\u793a\u306b\u898b\u5408\u3063\u3066\u3044\u308b\u3002<\/p>\n<p>\u65e5\u672c\u4f01\u696d\u306e\u6b21\u306e\u4e00\u624b\u306f\u4e09\u3064\u306b\u5206\u304b\u308c\u308b\u3002\u7b2c\u4e00\u306b\u3001\u81ea\u793e\u90e8\u6750\u306eSmCo\u4f7f\u7528\u54c1\u756a\u3092\u6d17\u3044\u51fa\u3057\u3001\u5de5\u7a0b\u5225\u306e\u539f\u7523\u5730\u7167\u4f1a\u3092\u5e74\u5185\u306b\u4e00\u5de1\u3055\u305b\u308b\u3002\u7b2c\u4e8c\u306b\u3001\u7c73\u56fd\u9632\u7701\u5411\u3051\u306e\u4f9b\u7d66\u7db2\u306b\u9023\u306a\u308b\u53d6\u5f15\u304c\u3042\u308b\u306a\u3089\u3001DFARS 252.225-7052\u306e2027\u5e741\u67081\u65e5\u304b\u3089\u306e\u9069\u7528\u7bc4\u56f2\u3092\u81ea\u793e\u306e\u5951\u7d04\u6587\u8a00\u3068\u7a81\u304d\u5408\u308f\u305b\u308b\u3002\u7b2c\u4e09\u306b\u3001\u30d9\u30c8\u30ca\u30e0\u3067\u8010\u71b1\u78c1\u77f3\u3092\u4f7f\u3046\u88fd\u54c1\u3092\u7d44\u3093\u3067\u3044\u308b\u306a\u3089\u3001GSHM\u306e\u5546\u696d\u904b\u8ee2\u767a\u8868\u3092\u5f85\u3064\u524d\u63d0\u3067\u3001\u73fe\u5730\u8abf\u9054\u306b\u5207\u308a\u66ff\u3048\u305f\u5834\u5408\u306e\u5728\u5eab\u65e5\u6570\u3068\u7269\u6d41\u8cbb\u306e\u5dee\u5206\u3092\u8a66\u7b97\u3057\u3066\u304a\u304f\u3002\u767a\u8868\u304c\u51fa\u3066\u304b\u3089\u8a66\u7b97\u3092\u59cb\u3081\u308b\u3068\u3001\u898b\u7a4d\u4f9d\u983c\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u3092\u4e00\u5de1\u9003\u3059\u3002<\/p>\n<h2>Sources<\/h2>\n<ul>\n<li><a href=\"https:\/\/theinvestor.vn\/s-koreas-ls-eco-energy-sets-up-vietnam-entity-to-produce-samarium-for-magnet-supply-chain-d20155.html\" target=\"_blank\" rel=\"noopener\">The Investor\uff1aS Korea&#8217;s LS Eco Energy sets up Vietnam entity to produce samarium for magnet supply chain\uff082026\u5e7410\u67086\u65e5\uff09<\/a><\/li>\n<li><a href=\"https:\/\/wcsecure.weblink.com.au\/pdf\/LYC\/03072369.pdf\" target=\"_blank\" rel=\"noopener\">Lynas Rare Earths\uff08ASX\u958b\u793a\uff09\uff1aLynas to develop metal making partnership with LS Eco Energy\uff082026\u5e743\u670826\u65e5\uff09<\/a><\/li>\n<li><a href=\"https:\/\/www.acquisition.gov\/dfars\/252.225-7052-restriction-acquisition-certain-magnets-tantalum-and-tungsten.\" target=\"_blank\" rel=\"noopener\">Acquisition.gov\uff1aDFARS 252.225-7052 Restriction on the Acquisition of Certain Magnets, Tantalum, and Tungsten<\/a><\/li>\n<li><a href=\"https:\/\/www.hklaw.com\/en\/insights\/publications\/2025\/04\/china-imposes-export-controls-on-medium-and-heavy-rare-earth-materials\" target=\"_blank\" rel=\"noopener\">Holland &amp; Knight\uff1aChina Imposes Export Controls on Medium and Heavy Rare Earth Materials\uff08\u4e2d\u56fd\u5546\u52d9\u90e8\u30fb\u7a0e\u95a2\u7dcf\u7f72 2025\u5e74\u7b2c18\u53f7\u516c\u544a\u306e\u89e3\u8aac\uff09<\/a><\/li>\n<li><a href=\"https:\/\/www.csis.org\/analysis\/missed-opportunity-critical-minerals-and-us-vietnam-comprehensive-strategic-partnership\" target=\"_blank\" rel=\"noopener\">CSIS\uff1aMissed Opportunity &#8211; Critical Minerals and the U.S.-Vietnam Comprehensive Strategic Partnership\uff08USGS\u306b\u3088\u308b\u30d9\u30c8\u30ca\u30e0\u57cb\u8535\u91cf\u306e\u4e0b\u65b9\u4fee\u6b63\u3068\u63a1\u6398\u5b9f\u7e3e\uff09<\/a><\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"<p>\u97d3\u56fd\u306eLS\u30a8\u30b3\u30a8\u30ca\u30b8\u30fc\uff08LS Cable &amp; System\u306e\u5b50\u4f1a\u793e\uff09\u304c\u3001\u30db\u30fc\u30c1\u30df\u30f3\u5e02\u306b\u30ec\u30a2\u30a2\u30fc\u30b9\u91d1\u5c5e\u306e [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"template":"","meta":{"_acf_changed":false,"swell_btn_cv_data":"","ssp_meta_description":"\u97d3\u56fdLS\u30a8\u30b3\u30a8\u30ca\u30b8\u30fc\u304c\u30db\u30fc\u30c1\u30df\u30f3\u306b\u30b5\u30de\u30ea\u30a6\u30e0\u91d1\u5c5e\u5e74240\u30c8\u30f3\u306e\u88fd\u9020\u4f1a\u793eGSHM\u3092\u8a2d\u7acb\u300212\u6708\u8a66\u904b\u8ee2\u3060\u304c\u5546\u696d\u904b\u8ee2\u6642\u671f\u306f\u672a\u958b\u793a\u3001\u539f\u6599\u306fLynas\u4f9b\u7d66\u3002\u65e5\u7cfb\u304cSmCo\u78c1\u77f3\u306e\u8abf\u9054\u3092\u5207\u308a\u66ff\u3048\u3089\u308c\u308b\u6642\u671f\u3092\u6574\u7406\u3057\u305f\u3002","ssp_meta_title":""},"categories":[7,46],"tags":[22,309,300,361,36,632],"class_list":["post-2103","vietnam-news","type-vietnam-news","status-publish","hentry","category-market-analysis","category-manufacturing","tag-b2b","tag-309","tag-300","tag-361","tag-ho-chi-minh","tag-632"],"acf":{"summary":""},"_links":{"self":[{"href":"https:\/\/india-marketing.jp\/en\/wp-json\/wp\/v2\/vietnam-news\/2103","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/india-marketing.jp\/en\/wp-json\/wp\/v2\/vietnam-news"}],"about":[{"href":"https:\/\/india-marketing.jp\/en\/wp-json\/wp\/v2\/types\/vietnam-news"}],"author":[{"embeddable":true,"href":"https:\/\/india-marketing.jp\/en\/wp-json\/wp\/v2\/users\/1"}],"wp:attachment":[{"href":"https:\/\/india-marketing.jp\/en\/wp-json\/wp\/v2\/media?parent=2103"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/india-marketing.jp\/en\/wp-json\/wp\/v2\/categories?post=2103"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/india-marketing.jp\/en\/wp-json\/wp\/v2\/tags?post=2103"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}