LS ELECTRIC ๋กœ๊ณ 

LS ELECTRIC (010120) ์ฃผ๊ฐ€ ๋ฐ ์ข…๋ชฉ ์ •๋ณด

LS ELECTRIC ์ฃผ๊ฐ€ ๋ฐ ํ•ต์‹ฌ ์ •๋ณด

ํ˜„์žฌ๊ฐ€ ๋ฐ ํ•ต์‹ฌ ํˆฌ์ž ์ •๋ณด
ํ•ญ๋ชฉ ๊ฐ’
ํ˜„์žฌ๊ฐ€ 159,000 ์›
๋ณ€๋™๋Ÿ‰ โ–ฒ 3,300 ์›
๋ณ€๋™๋ฅ  +2.12%
๊ธฐ์ค€ ์‹œ๊ฐ
๊ฑฐ๋ž˜ ๊ตฌ๋ถ„ ์ •๊ทœ์žฅ
์‹œ์žฅ KOSPI
๊ฑฐ๋ž˜์†Œ KRX ยท NXT ๊ฑฐ๋ž˜ ๊ฐ€๋Šฅ
์‹œ๊ฐ€ 157,300 ์›
๊ณ ๊ฐ€ 162,700 ์›
์ €๊ฐ€ 153,900 ์›
52์ฃผ ๋ฒ”์œ„ 59,900 ์› ~ 335,000 ์›
๊ฑฐ๋ž˜๋Ÿ‰ 685,968
๊ฑฐ๋ž˜๋Œ€๊ธˆ 109,041,986,650 ์›
์‹œ๊ฐ€์ด์•ก 23์กฐ 3,550์–ต์›
PER 48.15๋ฐฐ
PBR 6.61๋ฐฐ
EPS 1,910.82 ์›
์—…์ข… ์ „๊ธฐ์žฅ๋น„

์ผ๋ณ„ ์ฃผ๊ฐ€

๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€ ์ •๋ณด
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
2026.10.01 202,500 206,500 198,700 206,000 331,299 67,005,108,600
2026.10.02 208,500 210,500 205,500 209,000 289,926 60,402,078,500
2026.10.06 213,000 217,500 209,000 217,500 492,936 105,538,172,000
2026.10.07 227,000 229,000 205,000 205,000 865,767 185,856,018,750
2026.10.08 205,500 205,500 195,500 197,200 714,853 141,402,712,300
2026.10.12 194,000 195,000 181,600 181,900 677,995 126,547,242,450
2026.10.13 177,200 182,500 173,100 179,900 778,573 138,412,280,350
2026.10.14 179,400 182,200 174,100 176,100 488,359 87,039,197,350
2026.10.15 164,500 165,600 151,000 151,100 838,954 131,599,632,550
2026.10.16 157,300 162,700 153,900 159,000 685,968 109,041,986,650

ํšŒ์‚ฌ ์ •๋ณด

๊ธฐ์—…์ˆœ์œ„ ์ฃผ์‹์ˆ˜ ์™ธ๊ตญ์ธ ๋น„์ค‘ ์‚ฐ์—…๊ตฐ ์„ธ๋ถ€ ์‚ฐ์—…๊ตฐ
KOSPI 26์œ„ 150,000,000 18.66% ๊ฑด์„ค/์ธํ”„๋ผ ์ „๊ธฐ์žฅ๋น„

๊ธฐ์—… ๊ฐœ์š”

LS ELECTRIC์€ 1974๋…„ ์„ค๋ฆฝ๋œ ๊ธฐ์—…์œผ๋กœ ์ „๊ธฐ, ์ „์ž, ๊ณ„์ธก, ์ž๋™ํ™”๊ธฐ๊ธฐ ์ œ์กฐยทํŒ๋งค์—…์„ ์˜์œ„ํ•˜๊ณ  ์žˆ๋‹ค. ์ฃผ์š” ์ข…์†๊ธฐ์—…์€ LS๋ฉ”ํƒˆ, LS ICT, LS ELECTRIC VIETNAM CO LTD ๋“ฑ์ด ์žˆ๋‹ค. ์ฃผ์š” ๋งค์ถœ์€ ์ „๋ ฅ ๋ฐฐ์†ก์ „ ์ œํ’ˆ ํŒ๋งค์—์„œ๋ฐœ์ƒํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ์ž๋™ํ™” ๊ธฐ๊ธฐ, ๊ธˆ์†๊ด€ ํŒ๋งค๊ฐ€ ๋’ค๋ฅผ ์ž‡๊ณ  ์žˆ๋‹ค. ํ•œ๊ตญ์ „๋ ฅ๊ณต์‚ฌ ๋“ฑ๊ณผ ์ดˆ๊ณ ์••์ง๋ฅ˜์†ก์ „ ๊ธฐ์ˆ  ์—ฐ๊ตฌยท๊ฐœ๋ฐœ์— ํ˜‘๋ ฅํ•˜๋ฉฐ ๋ฐฐ์†ก์ „ ์‹œ์žฅ ์ ์œ ์œจ ํ™•๋Œ€์— ์ฃผ๋ ฅํ•˜๊ณ  ์žˆ๋‹ค.

๊ด€๋ จ ํ…Œ๋งˆ

  • ์›์ „ : ๋ฐœ์ „ ํ›„ ์ „๋ ฅ์˜ ๋ณ€์ „ ๋ฐ ๋ณ€์••๊ธฐ ์„ค์น˜ ๊ธฐ์ˆ  ๋ณด์œ ํ•˜๊ณ  ์žˆ๋Š” ๊ธฐ์—…์œผ๋กœ ์šธ์ง„ ์›์ž๋ ฅ ๋ฐœ์ „์†Œ 3, 4ํ˜ธ๊ธฐ, ์˜๊ด‘ ์›์ž๋ ฅ ๋ฐœ์ „์†Œ 5, 6ํ˜ธ๊ธฐ์— ์ฃผ์ œ์–ด๋ฐ˜ ๋ฐ ๊ด€๋ จ ๊ณ„์ธก ๊ธฐ๊ธฐ๋ฅผ ๊ณต๊ธ‰ํ•œ ๊ฒฝํ—˜ ๋ณด์œ 
  • ์ง€๋Šฅํ˜•์ „๋ ฅ๋ง : ์ „๊ธฐ ๊ณต๊ธ‰ ๋ฐ ์ „๊ธฐ ์ œ์–ด ์žฅ์น˜ ์ œ์กฐ์—…์ฒด๋กœ ์†Œ๋น„์ž ์ „๋ ฅ ๊ด€๋ฆฌ ์žฅ์น˜(์ง€๋Šฅํ˜• ๋ถ„์ „๋ฐ˜) ๋ฐ ์Šค๋งˆํŠธ ๊ณ„๋Ÿ‰ ์‹œ์Šคํ…œ์„ ์‹œ๋ฒ” ์šด์˜ ์ค‘. ๋˜ํ•œ, ์›๊ฒฉ ๊ฒ€์นจ ์‹œ์Šคํ…œ(AMR) ๋ฐ AMI System(์–‘๋ฐฉํ–ฅ ํ†ต์‹ ์— ๊ธฐ๋ฐ˜ํ•œ ์ „๋ ฅ ์ˆ˜์š” ์˜ˆ์ธก, ๊ด€๋ฆฌ ์‹œ์Šคํ…œ)์„ ๊ฐœ๋ฐœํ•˜๋Š” ๋“ฑ ์Šค๋งˆํŠธ๊ทธ๋ฆฌ๋“œ ์‹œ์žฅ์„ ์ฃผ๋„
  • ์ „๋ ฅ์„ค๋น„ : LS ๊ทธ๋ฃน ๊ณ„์—ด์˜ ์ „๋ ฅ ๊ธฐ๊ธฐ ๋ฐ ์‹œ์Šคํ…œ ์ œ์กฐ, ๊ณต๊ธ‰ ์—…์ฒด๋กœ ์ €์•• ๊ธฐ๊ธฐ, ๊ณ ์•• ๊ธฐ๊ธฐ, ๊ณ„๋Ÿ‰๊ธฐ, ๊ณ„์ „๊ธฐ, ์ดˆ๊ณ ์••, ๋ฐฐ์ „๋ฐ˜, ์ง„๋‹จ ๋“ฑ ์ „๋ ฅ ์‚ฌ์—…์„ ์˜์œ„
  • ์Šค๋งˆํŠธํŒฉํ† ๋ฆฌ : ์Šค๋งˆํŠธํŒฉํ† ๋ฆฌ ๊ตฌ์ถ•์— ํ•„์š”(์™„๋ฃŒ)ํ•œ ์ธ๋ฒ„ํ„ฐ, ์ „๋ ฅ์„  ํ†ต์‹ , ๊ณต์žฅ ์ œ์–ด ์‹œ์Šคํ…œ ๋“ฑ์„ ๋ณด์œ ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์Šค๋งˆํŠธํŒฉํ† ๋ฆฌ ์ƒ์‚ฐ ๋ผ์ธ์„ ์ ์šฉ
  • ์ˆ˜์†Œ์ฐจ : 20๋…„12์›” ํ˜„๋Œ€์ฐจ์™€ "์ˆ˜์†Œ์—ฐ๋ฃŒ์ „์ง€ ๋ฐœ์ „์‹œ์Šคํ…œ ๊ฐœ๋ฐœ ๋ฐ ๊ณต๊ธ‰ ๊ด€๋ จ ์ƒํ˜ธํ˜‘๋ ฅ" ์–‘ํ•ด๊ฐ์„œ(MOU) ์ฒด๊ฒฐํ•˜๊ณ  ๋ฐœ์ „์‹œ์Šคํ…œ ์ œ์ž‘ ๋ฐ ํ†ตํ•ฉ์†”๋ฃจ์…˜ ๊ตฌ์ถ•์„ ๋‹ด๋‹นํ•  ์˜ˆ์ •
  • ์ „๊ธฐ์ฐจ : ์ „๊ธฐ์ฐจ ์ „์žฅ๋ถ€ํ’ˆ ๋“ฑ์˜ ๊ทธ๋ฆฐ์—๋„ˆ์ง€ ์‚ฌ์—…์„ ์‹ ์„ฑ์žฅ๋™๋ ฅ์œผ๋กœ ์œก์„ฑ ์ค‘์ธ ๊ธฐ์—…์œผ๋กœ ์ „๊ธฐ์ฐจ์šฉ ํ•„์ˆ˜ ์ œ์–ด์žฅ์น˜์ธ ์ธ๋ฒ„ํ„ฐ ์ œ์กฐ๋Šฅ๋ ฅ ๋ณด์œ ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ํ˜„๋Œ€ "BlueOn" ๊ณ ์†์ „๊ธฐ์ฐจ ๊ฐœ๋ฐœ์— ์ฐธ์—ฌํ•˜์—ฌ ์ธ๋ฒ„ํ„ฐ ์™„์ œํ’ˆ์„ ๊ณต๊ธ‰ํ•˜๊ณ  ์žˆ์Œ
  • ํƒœ์–‘๊ด‘ : ํƒœ์–‘๊ด‘ ๋ฐœ์ „ ์‹œ์Šคํ…œ ์‚ฌ์—… ๋ฐ ๋ชจ๋“ˆ/์ธ๋ฒ„ํ„ฐ, ์ œ์–ด ๊ธฐ๊ธฐ ์ œ์กฐ ์‚ฌ์—… ์˜์œ„ํ•˜๊ณ  ์žˆ๋Š” ๊ธฐ์—…์œผ๋กœ ํƒœ์–‘๊ด‘ ๋“ฑ์˜ ๊ทธ๋ฆฐ์—๋„ˆ์ง€ ์‚ฌ์—…์„ ์‹ ์„ฑ์žฅ ๋™๋ ฅ์œผ๋กœ ์ง‘์ค‘ ์œก์„ฑ ์ค‘
  • ESS : ์ „๋ ฅ ์ œ์–ด ๋ถ€ํ’ˆ์ธ ์ธ๋ฒ„ํ„ฐ ๋“ฑ์„ ์ƒ์‚ฐ/ํŒ๋งคํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ, ํƒœ์–‘๊ด‘ ์‹œ์Šคํ…œ ๊ด€๋ จ ESS(์ „๋ ฅ ์ €์žฅ ์žฅ์น˜)๋ฅผ ๊ฐœ๋ฐœ
  • ๊ตฌ๋ฆฌ : ์ „๋ ฅ๊ธฐ๊ธฐ์™€ ์‹œ์Šคํ…œ์˜ ์ œ์กฐ ๋ฐ ๊ณต๊ธ‰ ๋“ฑ์„ ์˜์œ„ํ•˜๊ณ  ์žˆ๋Š” ๊ธฐ์—…์œผ๋กœ ์žํšŒ์‚ฌ์ธ LS๋ฉ”ํƒˆ์ด ๋™๊ด€์„ ์ƒ์‚ฐํ•˜๊ณ  ์žˆ์Œ
  • ์ดˆ์ „๋„์ฒด : ํ•œ์ „๊ณผ ์ดˆ์ „๋„ ์ „๋ฅ˜์ œํ•œ๊ธฐ ์‹ค์ฆ, ๊ณ„์—ด์‚ฌ์˜ ์ดˆ์ „๋„ ์ผ€์ด๋ธ” ๊ตญ์ œ๊ทœ๊ฒฉ ํš๋“
  • ์žฌ์ƒ์—๋„ˆ์ง€ : ์ „๋ ฅ ์ œ์–ด ๋ถ€ํ’ˆ์ธ ์ธ๋ฒ„ํ„ฐ ๋“ฑ์„ ์ƒ์‚ฐํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ, ํƒœ์–‘๊ด‘ ์‹œ์Šคํ…œ ๊ด€๋ จ ESS์™€ ์ˆ˜์†Œ์—ฐ๋ฃŒ์ „์ง€ ๋ฐœ์ „์‹œ์Šคํ…œ ๊ฐœ๋ฐœ์„ ํ†ตํ•ด ์žฌ์ƒ์—๋„ˆ์ง€ ์ธํ”„๋ผ ๊ตฌ์ถ•์— ๊ธฐ์—ฌํ•˜๋Š” ๊ธฐ์—…
  • ๋ฐ์ดํ„ฐ์„ผํ„ฐ : ๊ณ ํšจ์œจ ๋ฐฐ์ „๋ฐ˜ยท์ „๋ ฅ๊ธฐ๊ธฐ, ์Šค๋งˆํŠธ ์ „๋ ฅ ์†”๋ฃจ์…˜ ๋“ฑ์ด ๋ฐ์ดํ„ฐ์„ผํ„ฐ์— ๊ณต๊ธ‰๋˜๋Š” ๊ธฐ์—…์œผ๋กœ, ๋Œ€ํ˜• ํ”„๋กœ์ ํŠธ ์ฐธ์—ฌ ๊ฒฝํ—˜์ด ํ’๋ถ€ํ•จ
  • ๋ณ€์••๊ธฐ : ์ €์••๊ธฐ๊ธฐ ๋ฐ ๊ณ ์••๊ธฐ๊ธฐ ๊ตญ๋‚ด ์ ์œ ์œจ 1์œ„ ๊ธฐ์—…์œผ๋กœ, ๋ฐฐ์ „๋ชฐ๋“œ๋ณ€์••๊ธฐ, ์œ ์ž…๋ณ€์••๊ธฐ ๋“ฑ์˜ ๋ณ€์••๊ธฐ ์‚ฌ์—…์„ ์˜์œ„ํ•˜๊ณ  ์žˆ์Œ. ๋ฒ ํŠธ๋‚จ ์ „๋ ฅ๊ธฐ๊ธฐ ์‹œ์žฅ ์ ์œ ์œจ 40%๋กœ 1์œ„๋ฅผ ์ฐจ์ง€ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์Šค๋งˆํŠธ ๋ณ€์••๊ธฐ ๋ฐ ์ดˆ๊ณ ์•• ๋ณ€์••๊ธฐ๋ฅผ ์‹ ์žฌ์ƒ์—๋„ˆ์ง€ ๋ฐ ๋ฐ์ดํ„ฐ์„ผํ„ฐ์šฉ์œผ๋กœ ๊ณต๊ธ‰ํ•จ. ํ•œ๊ตญ์ „๋ ฅ์œผ๋กœ๋ถ€ํ„ฐ 5610์–ต ์› ๊ทœ๋ชจ์˜ HVDC์šฉ ๋ณ€ํ™˜์šฉ ๋ณ€์••๊ธฐ ์‚ฌ์—…์„ ์ˆ˜์ฃผํ•˜๋Š” ๋“ฑ ์ดˆ๊ณ ์•• ์ „๋ ฅ ์†”๋ฃจ์…˜ ๋ถ„์•ผ๋ฅผ ์ฃผ๋„ํ•˜๊ณ  ์žˆ์Œ

AI์˜ˆ์ธก

AI์˜ˆ์ธก๊ธฐ๋Š” ์ด ์ข…๋ชฉ์„ ๊ฐ•๋ ฅ๋งค๋„ ยท ๋งค๋„ ยท ์ค‘๋ฆฝ ยท ๋งค์ˆ˜ ยท ๊ฐ•๋ ฅ๋งค์ˆ˜ ๋กœ ์˜ˆ์ธกํ–ˆ์–ด์š”.

๋ฉค๋ฒ„์‹ญ ํ”Œ๋žœ์„ ๊ตฌ๋…ํ•˜๋ฉด ์˜ˆ์ƒ ์ฃผ๊ฐ€ ์‹œ๋‚˜๋ฆฌ์˜ค์™€ AI์˜ ํˆฌ์ž์˜๊ฒฌ, ๋ชฉํ‘œยท์†์ ˆ๊ฐ€, AI๊ฐ€ ์ฐธ๊ณ ํ•œ ์ฐจํŠธ ํŒจํ„ด๋“ค์„ ํ™•์ธํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

์ง€ํ‘œ๋ถ„์„

์ˆ˜์ต๋ฅ  1์œ„ ๋งค๋งค์ „๋žต์€ ์ด ์ข…๋ชฉ์„ ๋งค์ˆ˜ ยท ๋งค๋„ ยท ๋ณด์œ  ยท ๊ด€๋ง ์ค‘์ด์—์š”.

๋ฉค๋ฒ„์‹ญ ํ”Œ๋žœ์„ ๊ตฌ๋…ํ•˜๋ฉด ์ˆ˜์ต๋ฅ  1์œ„ ๋งค๋งค์ „๋žต์˜ ๋งค๋งค ์‹œ์ ์„ ํ™•์ธํ•˜๊ณ  ๋‹ค์Œ ์‹ ํ˜ธ๋ฅผ ์•Œ๋ฆผ์œผ๋กœ ๋ฐ›์•„๋ณผ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

์ตœ์‹  ๊ด€๋ จ ๋‰ด์Šค

[์ธํฌ์Šคํƒ๋ฐ์ผ๋ฆฌ=๋ฐ•์ƒ์ฒ  ๊ธฐ์ž] 15์ผ ์˜ค์ „ ๊ตญ๋‚ด ์ฆ์‹œ๋Š” ๋ฏธ๊ตญ๋ฐœ ๋ฌผ๊ฐ€ ์‡ผํฌ์™€ AI์‚ฐ์—…์˜ ์ˆ˜์ต์„ฑ ์šฐ๋ ค๊ฐ€ ๊ฒน์น˜๋ฉฐ ์ฝ”์Šคํ”ผ์™€ ์ฝ”์Šค๋‹ฅ์ง€์ˆ˜๊ฐ€ ๋ชจ๋‘ 7% ๋„˜๊ฒŒ ํญ๋ฝํ•˜๊ณ  ์žˆ๋‹ค. ์–‘๋Œ€ ์ง€์ˆ˜๊ฐ€ ๊ธ‰๋ฝ์„ธ๋ฅผ ๋‚˜ํƒ€๋‚ด๋ฉด์„œ ์žฅ์ค‘ ๋šœ๋ ทํ•œ ์ƒ์Šน ํ…Œ๋งˆ๋Š” ์ž์ทจ๋ฅผ ๊ฐ์ท„๊ณ , ๋ฐ˜๋„์ฒด์™€ ์ธ๊ณต์ง€๋Šฅ(AI) ์ธํ”„๋ผ๋ฅผ ๋น„๋กฏํ•ด ์ž๋™์ฐจ ๋Œ€ํ‘œ์ฃผ ๋ฐ ๋ถ€ํ’ˆ, ์ฆ๊ถŒ ๋“ฑ ์‹œ์žฅ์„ ์ด๋„๋Š” ์ฃผ์š” ํ…Œ๋งˆ๊ฐ€ ์ผ์ œํžˆ ํ•˜๋ฝํ•˜๋Š” ์•ฝ์„ธ์žฅ์ด ์ „๊ฐœ๋˜๊ณ  ์žˆ๋‹ค.์‹œ์žฅ์„ ๋Œ์–ด๋‚ด๋ฆฐ ์ผ์ฐจ์  ์š”์ธ์€ ๋ฏธ๊ตญ์˜ ์ธํ”Œ๋ ˆ์ด์…˜ ์žฌ๋ฐœ ์šฐ๋ ค์™€ ์—ฐ๋ฐฉ์ค€๋น„์ œ๋„(Fedยท์—ฐ์ค€)์˜ ์ถ”๊ฐ€ ๊ธˆ๋ฆฌ ์ธ์ƒ ๊ฐ€๋Šฅ์„ฑ์ด๋‹ค. 14์ผ(ํ˜„์ง€์‹œ๊ฐ„) ๋ฏธ๊ตญ ๋…ธ๋™๋ถ€์— ๋”ฐ๋ฅด๋ฉด 9์›”

[์ธํฌ์Šคํƒ๋ฐ์ผ๋ฆฌ=์œค์„œ์—ฐ ๊ธฐ์ž]โ–ถ๋งˆ๊ฐ์ฒดํฌโ–  ์ฝ”์Šคํ”ผ์ง€์ˆ˜์ฝ”์Šคํ”ผ์ง€์ˆ˜๋Š” 5.46% ํ•˜๋ฝํ•œ 6035.35์— ๋งˆ๊ฐํ–ˆ๋‹ค.๋ฐค์‚ฌ์ด ๋‰ด์š•์ฆ์‹œ๊ฐ€ ์œ ๊ฐ€ ์ƒ์Šน, ๋ฐ˜๋„์ฒด์ฃผ ๋ถ€์ง„ ์† ํ˜ผ์กฐ์„ธ๋ฅผ ๋‚˜ํƒ€๋ƒˆ๊ณ , ์œ ๋Ÿฝ ์ฃผ์š”๊ตญ ์ฆ์‹œ๋Š” ์€ํ–‰์ฃผ ๊ฐ•์„ธ ๋“ฑ์— ์ผ์ œํžˆ ์ƒ์Šนํ–ˆ๋‹ค. ์ด๋‚  ์ฝ”์Šคํ”ผ์ง€์ˆ˜๋Š” 6186.08๋กœ ๊ธ‰๋ฝ ์ถœ๋ฐœํ–ˆ๋‹ค. ์žฅ์ดˆ๋ฐ˜ 6198.46์—์„œ ์žฅ์ค‘ ๊ณ ์ ์„ ํ˜•์„ฑํ•œ ์ง€์ˆ˜๋Š” ์‹œ๊ฐ„์ด ์ง€๋‚ ์ˆ˜๋ก ๋‚™ํญ์„ ํ™•๋Œ€ํ–ˆ๊ณ , ์˜ค์ „ ์ค‘ 6000์„ ์ด ๋ถ•๊ดด๋˜๋Š” ๋ชจ์Šต์„ ๋ณด์˜€๋‹ค. ๋‚™ํญ์„ ๋”์šฑ ํ‚ค์šด ์ง€์ˆ˜๋Š” ์ •์˜ค ๋ฌด๋ ต 5911.11์—์„œ ์žฅ์ค‘ ์ €์ ์„ ํ˜•์„ฑํ–ˆ๊ณ , ์˜คํ›„ ์žฅ์ค‘ ์ผ๋ถ€ ๋‚™ํญ์„ ๋งŒํšŒํ•˜๋ฉฐ 6070์„ ์„ ํšŒ๋ณต

โ–ฒ์—˜์—์Šค์ผ๋ ‰ํŠธ๋ฆญ=์žํšŒ์‚ฌ LS ELECTRIC(010120) AMERICA์™€ 1853์–ต ์› ๊ทœ๋ชจ ๋ฏธ๊ตญ ๋ฐ์ดํ„ฐ์„ผํ„ฐ์šฉ ์—ฐ๋ฃŒ์ „์ง€ ์ „๋ ฅ์„ค๋น„ ๊ณต๊ธ‰๊ณ„์•ฝ ์ฒด๊ฒฐ โ–ฒ๋‚จ๊ด‘ํ† ๊ฑด(001260)=ํ•œ๊ตญํ† ์ง€์ฃผํƒ๊ณต์‚ฌ(LH)์™€ 3442์–ต ์› ๊ทœ๋ชจ ์šฉ์ธ ์ฒจ๋‹จ์‹œ์Šคํ…œ๋ฐ˜๋„์ฒด ํด๋Ÿฌ์Šคํ„ฐ ๊ตญ๊ฐ€์‚ฐ์—…๋‹จ์ง€ ์กฐ์„ฑ๊ณต์‚ฌ 1

์ฝ”์Šคํ”ผ๊ฐ€ ์žฅ์ค‘ 6000์„  ์•„๋ž˜๋กœ ๋ฐ€๋ฆฌ๊ณ  ๋งค๋„ ์‚ฌ์ด๋“œ์นด๊นŒ์ง€ ๋ฐœ๋™ํ•œ ๊ฐ€์šด๋ฐ, ๋‚ด๋…„์—๋Š” ์ง€์ˆ˜๊ฐ€ ์ตœ๋Œ€ 1๋งŒ2000๊นŒ์ง€ ์˜ค๋ฅผ ์ˆ˜ ์žˆ๋‹ค๋Š” ์ „๋ง์ด ๋‚˜์™”๋‹ค. ์œ ์•ˆํƒ€์ฆ๊ถŒ์€ ๋น„๊ด€์  ์ƒํ™ฉ์—์„œ๋„ 6000์„ ์˜ ํ•˜๋ฐฉ ์ง€์ง€๋ ฅ์€ ๊ฒฌ๊ณ ํ•˜๋‹ค๋ฉฐ ๋‚ด๋…„ ์ฝ”์Šคํ”ผ ๊ธฐ๋ณธ ๋ฒ”์œ„๋ฅผ 6000~1๋งŒ์œผ๋กœ ์ œ์‹œํ–ˆ๋‹ค.๊น€์šฉ๊ตฌ ์œ ์•ˆํƒ€์ฆ๊ถŒ ์—ฐ๊ตฌ์›์€ 13์ผ โ€˜2027๋…„ ์ฃผ์‹์‹œ์žฅ ์ „๋ง๊ณผ ์ „๋žตโ€™ ๋ณด๊ณ ์„œ์—์„œ ๋‚ด๋…„ ์ฝ”์Šคํ”ผ๊ฐ€ ์ธ๊ณต์ง€๋Šฅ(AI)ยท๋ฐ˜๋„์ฒด ๊ธฐ์—…์˜ ์‹ค์  ์„ฑ์žฅ๊ณผ ์™ธ๊ตญ์ธ ์ˆ˜๊ธ‰ ํšŒ๋ณต์— ํž˜์ž…์–ด ์ƒ๋ฐ˜๊ธฐ๋ณด๋‹ค ํ•˜๋ฐ˜๊ธฐ์— ๊ฐ•ํ•œ โ€˜์ƒ์ €ํ•˜๊ณ โ€™ ํ๋ฆ„์„ ๋ณด์ผ ๊ฒƒ์œผ๋กœ ์ „๋งํ–ˆ๋‹ค.๋ถ„๊ธฐ๋ณ„ ์˜ˆ์ƒ ๋ฒ”์œ„๋Š” ์˜ฌํ•ด 4๋ถ„๊ธฐ์™€ ๋‚ด๋…„ 1๋ถ„๊ธฐ 6000~7500, 2๋ถ„๊ธฐ 6500~8000, 3๋ถ„๊ธฐ 7500~9000, 4๋ถ„๊ธฐ 8500~1๋งŒ์ด๋‹ค. ๊ธฐ๋ณธ ์‹œ๋‚˜๋ฆฌ์˜ค์—์„œ๋Š” ์ƒ๋ฐ˜๊ธฐ 8000์„ ์„ ํšŒ๋ณตํ•˜๊ณ  ํ•˜๋ฐ˜๊ธฐ 1๋งŒ์„ ์— ๋„์ „ํ•˜๋Š” ๊ฒฝ๋กœ๋‹ค.๊ธฐ๋ณธ ์‹œ๋‚˜๋ฆฌ์˜ค๋Š” AIยท๋ฐ˜๋„์ฒด ๊ด€๋ จ ๊ธฐ์—…์˜ ๋‚ด๋…„ ์ด์ต์ด ํ˜„์žฌ ์‹œ์žฅ ์ „๋ง๋ณด๋‹ค 10% ๋†’์•„์ง€๊ณ , ๋น„(้ž) AIยท๋ฐ˜๋„์ฒด ๊ธฐ์—…์˜ ์ด์ต์€ 10% ๋‚ฎ์•„์ง€๋Š” ์ƒํ™ฉ์„ ์ „์ œ๋กœ ํ–ˆ๋‹ค.์ด ๊ฒฝ์šฐ ์ฝ”์Šคํ”ผ ์ƒ์žฅ์‚ฌ์˜ ๋‚ด๋…„ ์˜์—…์ด์ต์€ 1410์กฐ์›, ์ง€๋ฐฐ์ฃผ์ฃผ ์ˆœ์ด์ต์€ 1160์กฐ์›์— ์ด๋ฅผ ๊ฒƒ์œผ๋กœ ์ถ”์‚ฐ๋๋‹ค. ์˜ˆ์ƒ ์ˆœ์ด์ต์— ๋ชฉํ‘œ ์ฃผ๊ฐ€์ˆ˜์ต๋น„์œจ(PER) 7.3๋ฐฐ๋ฅผ ์ ์šฉํ•ด ์ฝ”์Šคํ”ผ ์ƒ๋‹จ

๋ธ”๋ฃธ์—๋„ˆ์ง€์™€ ๊ณ„์•ฝ ์ฒด๊ฒฐ...1๋…„ 6๊ฐœ์›” ๋งŒ์— ์ˆ˜์ฃผ์•ก ์ด 5์–ต ๋‹ฌ๋Ÿฌ ๋ŒํŒŒ LS์ผ๋ ‰ํŠธ๋ฆญ(LS ELECTRIC)์ด 13์ผ ๋ธ”๋ฃธ์—๋„ˆ์ง€(Bloom Energy)์™€ ์ด 1์–ต3846๋งŒ ๋‹ฌ๋Ÿฌ(์•ฝ 1853์–ต์›) ๊ทœ๋ชจ์˜ ์ˆ˜๋ฐฐ์ „๋ฐ˜ยท๋ฐฐ์ „์šฉ ๋ณ€์••๊ธฐ ๊ณต๊ธ‰๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ–ˆ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ์ด๋Š” ๋ฏธ๊ตญ ํŽœ์‹ค๋ฒ ์ด๋‹ˆ์•„์ฃผ์— ๊ฑด์„ค๋˜๋Š” ๋น…ํ…Œํฌ ๋ฐ์ดํ„ฐ์„ผํ„ฐ์˜ ์—ฐ๋ฃŒ์ „์ง€ ๊ธฐ๋ฐ˜ ํ˜„์žฅ ๋ฐœ์ „(On-site) ํ”„๋กœ์ ํŠธ์— ์ „๋ ฅ๊ธฐ๊ธฐ๋ฅผ ๊ณต๊ธ‰ํ•˜๋Š” ์‚ฌ์—…์ด๋‹ค. LS์ผ๋ ‰ํŠธ๋ฆญ์€ 2027๋…„ 4์›”๋ถ€ํ„ฐ 7์›”๊นŒ์ง€ 38kV๊ธ‰ ๊ณ ์•• ์ˆ˜๋ฐฐ์ „๋ฐ˜๊ณผ ๋ฐฐ์ „์šฉ ๋ณ€์••๊ธฐ๋ฅผ ๊ณต๊ธ‰ํ•œ๋‹ค. ์ด๋ฒˆ ๊ณ„์•ฝ์œผ๋กœ LS์ผ๋ ‰ํŠธ๋ฆญ์˜ ๋ธ”๋ฃธ์—๋„ˆ์ง€ ๊ด€๋ จ ๋ˆ„์  ์ˆ˜์ฃผ์•ก์€ 2025๋…„ 4์›” ์ดํ›„ ์•ฝ 1๋…„ 6๊ฐœ์›” ๋งŒ์— 5์–ต ๋‹ฌ๋Ÿฌ๋ฅผ ๋„˜์–ด์„ฐ๋‹ค. ๋ถ๋ฏธ AI(์ธ๊ณต์ง€๋Šฅ) ๋ฐ์ดํ„ฐ์„ผํ„ฐ ์ „๋ ฅ ์ธํ”„๋ผ ์‹œ์žฅ์—์„œ ๊ธ€๋กœ๋ฒŒ ์ „๋ ฅ๊ธฐ์—…๊ณผ์˜ ํ˜‘๋ ฅ์„ ํ™•๋Œ€ํ•˜๋ฉฐ ์ˆ˜์ฃผ ์‹ค์ ์„ ์Œ“๊ณ  ์žˆ๋‹ค....

์‹ค์ ํ˜„ํ™ฉ

๋งค์ถœ์•ก

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ๋งค์ถœ์•ก ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 4,965,798,552,980 9.09%
2024 ์—ฐ๊ฐ„ (YoY) 4,551,837,252,467 7.60%
2023 ์—ฐ๊ฐ„ (YoY) 4,230,482,628,448 25.27%
2022 ์—ฐ๊ฐ„ (YoY) 3,377,070,300,000 26.56%
2026.2Q ๋ถ„๊ธฐ (QoQ) 1,576,997,715,527 14.56%
2026.1Q ๋ถ„๊ธฐ (QoQ) 1,376,552,257,987 -9.70%
2025.4Q ๋ถ„๊ธฐ (QoQ) 1,524,377,400,892 25.33%
2025.3Q ๋ถ„๊ธฐ (QoQ) 1,216,294,667,137 1.95%

์˜์—…์ด์ต

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ์˜์—…์ด์ต ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 426,407,143,017 9.41%
2024 ์—ฐ๊ฐ„ (YoY) 389,717,122,317 19.96%
2023 ์—ฐ๊ฐ„ (YoY) 324,877,723,039 73.25%
2022 ์—ฐ๊ฐ„ (YoY) 187,524,020,000 20.88%
2026.2Q ๋ถ„๊ธฐ (QoQ) 178,520,071,669 41.05%
2026.1Q ๋ถ„๊ธฐ (QoQ) 126,567,079,934 -2.42%
2025.4Q ๋ถ„๊ธฐ (QoQ) 129,708,390,333 28.69%
2025.3Q ๋ถ„๊ธฐ (QoQ) 100,791,400,061 -7.19%

์ˆœ์ด์ต

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ์ˆœ์ด์ต ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 284,256,733,172 17.35%
2024 ์—ฐ๊ฐ„ (YoY) 242,237,998,768 16.64%
2023 ์—ฐ๊ฐ„ (YoY) 207,672,688,149 127.69%
2022 ์—ฐ๊ฐ„ (YoY) 91,210,000,000 6.92%
2026.2Q ๋ถ„๊ธฐ (QoQ) 115,838,049,789 -2.64%
2026.1Q ๋ถ„๊ธฐ (QoQ) 118,980,033,015 42.06%
2025.4Q ๋ถ„๊ธฐ (QoQ) 83,756,139,747 27.11%
2025.3Q ๋ถ„๊ธฐ (QoQ) 65,892,393,659 -2.03%

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: 79,799

๊ธฐ๊ด€: -60,721

์™ธ์ธ: -20,967

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: 42,517

๊ธฐ๊ด€: -848,757

์™ธ์ธ: 820,374

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-10-16 79,799 -60,721 -20,967
2026-10-15 115,040 -42,753 -78,976
2026-10-14 65,303 -63,906 -2,679
2026-10-13 35,498 23,518 -65,022
2026-10-12 121,953 -41,006 -79,820
2026-10-08 358,679 -135,055 -224,853
2026-10-07 234,921 16,410 -252,770
2026-10-06 -196,479 33,531 164,918
2026-10-02 -98,877 17,879 81,209
2026-10-01 62,979 -30,960 -33,049
2026-09-30 -7,802 -29,244 38,024
2026-09-29 -6,827 -2,298 8,609
2026-09-28 -32,338 -11,924 58,986
2026-09-23 102,239 -56,270 -46,664
2026-09-22 -116,469 -3,392 120,309
2026-09-21 -21,365 3,616 20,050
2026-09-18 -244,262 10,900 237,875
2026-09-17 -55,760 22,162 33,335
2026-09-16 -2,210 26,015 -25,678
2026-09-15 144,128 -22,106 -122,911
2026-09-14 10,324 -6,952 -4,234

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-10-16 548,474 -352,556 -194,308
2026-10-15 468,675 -291,835 -173,341
2026-10-14 353,635 -249,082 -94,365
2026-10-13 288,332 -185,176 -91,686
2026-10-12 252,834 -208,694 -26,664
2026-10-08 130,881 -167,688 53,156
2026-10-07 -227,798 -32,633 278,009
2026-10-06 -462,719 -49,043 530,779
2026-10-02 -266,240 -82,574 365,861
2026-10-01 -167,363 -100,453 284,652
2026-09-30 -230,342 -69,493 317,701
2026-09-29 -222,540 -40,249 279,677
2026-09-28 -215,713 -37,951 271,068
2026-09-23 -183,375 -26,027 212,082
2026-09-22 -285,614 30,243 258,746
2026-09-21 -169,145 33,635 138,437
2026-09-18 -147,780 30,019 118,387
2026-09-17 96,482 19,119 -119,488
2026-09-16 152,242 -3,043 -152,823
2026-09-15 154,452 -29,058 -127,145
2026-09-14 10,324 -6,952 -4,234

์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
5,985,474,694,945 63.25% 36.75%

๋งค์ถœ ๊ตฌ์„ฑ

๊ตฌ์„ฑ ์š”์†Œ ๋น„์œจ
์ €์••,๊ณ ์••, ์‹œ์Šคํ…œ. ์ดˆ๊ณ ์••, INV, PLC, ์ฒ ๋„ ๋“ฑ [LS ELECTRIC] 71%
์ „๋ ฅ์„  ํ†ต์‹ , Servo, ๋นŒ๋”ฉ ์ž๋™ํ™” ,IT ๋“ฑ [๊ธฐํƒ€] 13.4%
๋™๊ด€, STS [๋ฉ”ํƒˆ] 13.3%
์ €์••, ๋ฐฐ์ „๋ฐ˜ [LS ELECTRIC America] 7.6%
์ €์••, ๊ณ ์••, ๋ฐฐ์ „๋ฐ˜, ๋ณ€์••๊ธฐ [๋ฝ์„ฑ์ „๊ธฐํˆฌ์ž (์ค‘๊ตญ)์œ ํ•œ๊ณต์‚ฌ] 4.8%
์ €์••, ๊ณ ์••, ์ž๋™ํ™”๊ธฐ๊ธฐ [LS ELECTRIC Vietnam] 2.9%
๊ธฐํƒ€ -13%

๊ณต๋งค๋„ ํ˜„ํ™ฉ

์ตœ๊ทผ ๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰: 54,681 (5.77%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 1,066,934 (0.71%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2026-10-16 159,000 54,681 5.77%
2026-10-15 151,100 111,232 9.40%
2026-10-14 176,100 62,854 9.03%
2026-10-13 179,900 210,427 19.22%
2026-10-12 181,900 110,176 10.62%
2026-10-08 197,200 130,013 11.90%
2026-10-07 205,000 73,871 4.79%
2026-10-06 217,500 26,114 2.95%
2026-10-02 209,000 11,232 2.04%
2026-10-01 206,000 30,679 5.14%
2026-09-30 205,500 20,469 5.13%
2026-09-29 206,500 12,827 3.44%
2026-09-28 203,000 43,930 9.38%
2026-09-23 207,000 21,809 3.71%
2026-09-22 211,000 26,648 3.07%
2026-09-21 211,000 24,058 4.74%
2026-09-18 208,500 73,149 6.20%
2026-09-17 203,000 29,242 5.83%
2026-09-16 199,000 50,124 8.56%
2026-09-15 196,700 159,481 25.38%
2026-09-14 197,500 48,166 11.86%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2026-10-14 176,100 1,066,934 0.71%
2026-10-13 179,900 1,042,348 0.69%
2026-10-12 181,900 893,077 0.60%
2026-10-08 197,200 895,498 0.60%
2026-10-07 205,000 820,050 0.55%
2026-10-06 217,500 774,101 0.52%
2026-10-02 209,000 823,735 0.55%
2026-10-01 206,000 845,817 0.56%
2026-09-30 205,500 840,059 0.56%
2026-09-29 206,500 863,434 0.58%
2026-09-28 203,000 877,445 0.58%
2026-09-23 207,000 885,235 0.59%
2026-09-22 211,000 860,343 0.57%
2026-09-21 211,000 880,899 0.59%
2026-09-18 208,500 882,773 0.59%
2026-09-17 203,000 930,515 0.62%
2026-09-16 199,000 959,764 0.64%
2026-09-15 196,700 973,244 0.65%
2026-09-14 197,500 920,008 0.61%
2026-09-11 204,500 919,840 0.61%
2026-09-10 206,000 940,029 0.63%

์—…์ข… ๋‚ด ๋น„๊ต

์ „๊ธฐ์žฅ๋น„ ์—…์ข…(79๊ฐœ) ์—ฐ๊ฐ„ ๊ธฐ์ค€

ํ•ญ๋ชฉ ํ˜„์žฌ ์ข…๋ชฉ ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 233,550 32,453.24 3์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) 58.301 16.13 8์œ„
PBR 10.864 2.27 2์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) 14.667 -4.32 16์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) - - -์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 8.587 -4.56 18์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 5.724 -7.89 28์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 131.48 117.96 22์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 49,657.986 9,819.04 4์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) 4,264.071 303.56 4์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) 2,842.567 124.78 3์œ„