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€ 166,400 ์›
๋ณ€๋™๋Ÿ‰ โ–ฒ 7,800 ์›
๋ณ€๋™๋ฅ  +4.92%
๊ธฐ์ค€ ์‹œ๊ฐ
๊ฑฐ๋ž˜ ๊ตฌ๋ถ„ ์ •๊ทœ์žฅ
์‹œ์žฅ KOSPI
๊ฑฐ๋ž˜์†Œ KRX ยท NXT ๊ฑฐ๋ž˜ ๊ฐ€๋Šฅ
์‹œ๊ฐ€ 150,000 ์›
๊ณ ๊ฐ€ 166,500 ์›
์ €๊ฐ€ 150,000 ์›
52์ฃผ ๋ฒ”์œ„ 59,900 ์› ~ 335,000 ์›
๊ฑฐ๋ž˜๋Ÿ‰ 492,060
๊ฑฐ๋ž˜๋Œ€๊ธˆ 78,639,465,650 ์›
์‹œ๊ฐ€์ด์•ก 23์กฐ 7,900์–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 18.47% ๊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=์œค์„œ์—ฐ ๊ธฐ์ž]โ–ถ๋งˆ๊ฐ์ฒดํฌโ–  ์ฝ”์Šคํ”ผ์ง€์ˆ˜์ฝ”์Šคํ”ผ์ง€์ˆ˜๋Š” 1.76% ์ƒ์Šนํ•œ 5768.01์— ๋งˆ๊ฐํ–ˆ๋‹ค.์ง€๋‚œ ์ฃผ๋ง ๋‰ด์š•์ฆ์‹œ๊ฐ€ AI ํˆฌ์ž ์šฐ๋ ค ์ง€์†, ๊ตญ์ œ์œ ๊ฐ€ ๊ธ‰๋“ฑ ๋“ฑ์— ํ•˜๋ฝํ–ˆ๊ณ , ์œ ๋Ÿฝ ์ฃผ์š”๊ตญ ์ฆ์‹œ๋Š” ๊ธฐ์—… ์‹ค์  ํ˜ธ์กฐ ์† ๋Œ€๋ถ€๋ถ„ ์ƒ์Šนํ–ˆ๋‹ค.์ด๋‚  ์ฝ”์Šคํ”ผ์ง€์ˆ˜๋Š” 5488.41๋กœ ๊ธ‰๋ฝ ์ถœ๋ฐœํ–ˆ๋‹ค. ์žฅ์ค‘ ์ €์ ์œผ๋กœ ์ถœ๋ฐœํ•œ ์ง€์ˆ˜๋Š” ๋‚™ํญ์„ ์ถ•์†Œํ•˜๋‹ค ์ƒ์Šน์„ธ๋กœ ๋Œ์•„์„œ๋ฉฐ ์˜ค์ „ ์ค‘ 5700์„ ์„ ํšŒ๋ณตํ•˜๊ธฐ๋„ ํ–ˆ๋‹ค. ์ดํ›„ ํ•˜๋ฝ์„ธ๋กœ ๋Œ์•„์„œ๋ฉฐ 5650์„  ๋ถ€๊ทผ์—์„œ ๋“ฑ๋ฝ์„ ๋ณด์ด๋˜ ์ง€์ˆ˜๋Š” ์žฌ์ฐจ ๋ฐ˜๋“ฑ์— ์„ฑ๊ณตํ•œ ๋’ค 5700์„  ๋ถ€๊ทผ์—์„œ ๋“ฑ๋ฝ์„ ๋ณด์˜€๋‹ค. ์žฅํ›„๋ฐ˜ ์ƒ์Šนํญ์„ ๋”์šฑ ํ‚ค์šด

์ด๋‹ฌ ์ดˆ 7000์„ ์„ ์˜ค๊ฐ€๋˜ ์ฝ”์Šคํ”ผ๊ฐ€ 5000 ์ดˆ์ค‘๋ฐ˜๊นŒ์ง€ ๋–จ์–ด์ง€๋Š” ๋“ฑ ์ฆ์‹œ ๋ณ€๋™์„ฑ์ด ์ปค์ง€์ž ์ฆ๊ถŒ์‹œ์žฅ์•ˆ์ •ํŽ€๋“œ(์ฆ์•ˆํŽ€๋“œ)๋ฅผ ๊ฐ€๋™ํ•ด์•ผ ํ•œ๋‹ค๋Š” ์ฃผ์žฅ์ด ๋‚˜์˜ค๊ณ  ์žˆ๋‹ค. ์ฆ๊ถŒ๊ฐ€๋Š” ๊ธฐ์—…์— ๋Œ€ํ•œ ๋งค์ˆ˜ ํˆฌ์ž์˜๊ฒฌ์„ ์œ ์ง€ํ•˜๋ฉด์„œ๋„ ํ˜„์žฌ ์ฃผ๊ฐ€์™€ ์ „๋ง์น˜์˜ ๊ดด๋ฆฌ์œจ์„ ๋ฐ˜์˜ํ•ด ๋ชฉํ‘œ์ฃผ๊ฐ€๋ฅผ ์ค„์ค„์ด ๋‚ฎ์ถ”๊ณ  ์žˆ๋‹ค. ๊ณผ๊ฑฐ ์ฆ์•ˆํŽ€๋“œ๊ฐ€ ๊ฑฐ๋ก ๋  ๋•Œ๋งˆ๋‹ค ์ฆ์‹œ๊ฐ€ ๋ฐ”๋‹ฅ์„ ๋‹ค์กŒ๋‹ค๋Š” ๋ถ„์„์ด ๋‚˜์˜ค๋Š” ๊ฐ€์šด๋ฐ ์ฆ์‹œ๊ฐ€ ๋ฐ˜๋“ฑํ•  ์ˆ˜ ์žˆ์„์ง€ ์ฃผ๋ชฉ๋œ๋‹ค. 19์ผ ํ•œ๊ตญ๊ฑฐ๋ž˜์†Œ์— ๋”ฐ๋ฅด๋ฉด ์ง€๋‚œ 15์ผ ์ฝ”์Šคํ”ผ200 ๋ณ€๋™์„ฑ์ง€์ˆ˜(V-KOSPI)๋Š” 55.38๋กœ ์ „๋‚ ๋ณด๋‹ค 10.47 ์˜ฌ๋ž๋‹ค. ์ง€๋‚œ 8์›”28์ผ(50.08) ์ดํ›„ ์•ฝ 50์ผ ๋งŒ์— 50์„ ๋„˜์–ด์„ฐ๋‹ค. ์ด๋‚  ๋ณ€๋™์„ฑ์ง€์ˆ˜๋Š” 48.74๋กœ ์ „ ๊ฑฐ๋ž˜์ผ๋ณด๋‹ค ์†Œํญ ๋‚ฎ์•„์กŒ๋‹ค. ์ฝ”์Šคํ”ผ ์‹œ๊ฐ€์ด์•ก์˜ ์ ˆ๋ฐ˜ ์ด์ƒ์„ ์ฐจ์ง€ํ•˜๋Š” ์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค๊ฐ€ ์ง€๋‚œ 15์ผ ๊ธ‰๋ฝํ–ˆ๋‹ค๊ฐ€ ์ด๋‚  ์ƒ๋Œ€์ ์œผ๋กœ ์•ˆ์ •๋œ ํ๋ฆ„์„ ๋ณด์˜€๋‹ค. ๋‹ค๋งŒ ์ง€๋‚œ 6์›” ๊ณ ์ ๊ณผ ๋น„๊ตํ•˜๋ฉด ์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค๋Š” ๊ฐ๊ฐ 43%, 58% ํ•˜๋ฝํ•œ ์ƒํƒœ๋กœ ๋šœ๋ ทํ•œ ๋ฐ˜๋“ฑ์„ธ๋Š” ๋‚˜ํƒ€๋‚˜์ง€ ์•Š๊ณ  ์žˆ๋‹ค....

ํ•œ๊ตญ์ „๋ ฅ๊ณต์‚ฌ๊ฐ€ ๊ธฐ์กด ๊ต๋ฅ˜(AC) ์ค‘์‹ฌ์˜ ๊ตญ๊ฐ€ ์ „๋ ฅ๋ง์— ์ง๋ฅ˜(DC) ๋ฐฐ์ „๋ง์„ ๋„์ž…ํ•œ๋‹ค. ๊ณต์žฅยท๊ฑด๋ฌผ ๋‚ด๋ถ€์—์„œ ์ฃผ๋กœ ํ™œ์šฉํ•˜๋˜ ์ง๋ฅ˜ ๋ฐฐ์ „์„ ์‹ค์ œ ์ „๋ ฅ๋ง์œผ๋กœ ํ™•๋Œ€ํ•ด ๊ฐ™์€ ์„ ๋กœ๋กœ ๋” ๋งŽ์€ ์ „๊ธฐ๋ฅผ ๊ณต๊ธ‰ํ•  ์ˆ˜ ์žˆ๋Š”์ง€ ๊ฒ€์ฆํ•œ๋‹ค. ์ธ๊ณต์ง€๋Šฅ(AI) ๋ฐ์ดํ„ฐ์„ผํ„ฐ ๋“ฑ์œผ๋กœ ์ „๋ ฅ ์ˆ˜์š”๊ฐ€ ๊ธ‰์ฆํ•˜๋ฉด์„œ ๋ฐœ์ „์†Œ์™€ ์†ก์ „๋ง ํ™•์ถฉ์— ๋”ํ•ด ๊ธฐ์กด ์ „๋ ฅ๋ง์˜ ๊ณต๊ธ‰ ๋Šฅ๋ ฅ์„ ๋†’์ด๋Š” ๊ธฐ์ˆ  ํ™•๋ณด์—๋„ ๋‚˜์„  ๊ฒƒ์ด๋‹ค. 19์ผ ์•„์‹œ์•„๊ฒฝ์ œ ์ทจ์žฌ๋ฅผ ์ข…ํ•ฉํ•˜๋ฉด ํ•œ์ „์€ ์ด 282์–ต์›์„ ํˆฌ์ž…ํ•ด ์˜ฌํ•ด๋ถ€ํ„ฐ ๋‚˜์ฃผ๋ณ€์ „์†Œ์™€ ์™•๊ณก๋ณ€์ „์†Œ ์‚ฌ์ด ์•ฝ 6ใŽž ๊ตฌ๊ฐ„์˜ ๊ธฐ์กด ๊ต๋ฅ˜ ์„ ๋กœ๋ฅผ ์ค‘์ „์•• ์ง๋ฅ˜(MVDC)๋กœ ์ „ํ™˜ํ•˜๋Š” ์‹ค์ฆ

2027~2028๋…„ ์žฅ๊ธฐ๊ณต๊ธ‰๊ณ„์•ฝ ์ฒด๊ฒฐ LS ELECTRIC(LS์ผ๋ ‰ํŠธ๋ฆญ)์ด ๋ฏธ๊ตญ ๋น…ํ…Œํฌ ๊ธฐ์—…๊ณผ ๋ฐ์ดํ„ฐ์„ผํ„ฐ ๋ฐฐ์ „ ์†”๋ฃจ์…˜ ์žฅ๊ธฐ๊ณต๊ธ‰๊ณ„์•ฝ(LTA)์„ ์ฒด๊ฒฐํ–ˆ๋‹ค. AI(์ธ๊ณต์ง€๋Šฅ) ๋ฐ์ดํ„ฐ์„ผํ„ฐ ํ™•๋Œ€๋กœ ์žฅ๊ธฐ๊ณต๊ธ‰๊ณ„์•ฝ ๋ฐฉ์‹์˜ ์ „๋ ฅ๊ธฐ๊ธฐ ์ˆ˜๊ธ‰์ด ๋Š˜์–ด๋‚˜๋Š” ๊ฐ€์šด๋ฐ ๊ณ ์•• ๋ฐฐ์ „๋ฐ˜์„ ์‹œ์ž‘์œผ๋กœ ์ถ”๊ฐ€ ํ•˜์ด์—”๋“œ ์ œํ’ˆ ๊ณต๊ธ‰ ๋…ผ์˜๊นŒ์ง€ ์ด์–ด๊ฐ€๋Š” ๋ชจ์Šต์ด๋‹ค. LS์ผ๋ ‰ํŠธ๋ฆญ์€ ๋ฏธ๊ตญ ๋น…ํ…Œํฌ ๊ธฐ์—…๊ณผ 1689์–ต์›(1์–ต2523๋งŒ ๋‹ฌ๋Ÿฌ) ๊ทœ๋ชจ์˜ ๋ถ๋ฏธ ๋ฐ์ดํ„ฐ์„ผํ„ฐ ๋ฐฐ์ „ ์†”๋ฃจ์…˜ ๊ณต๊ธ‰๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ–ˆ๋‹ค๊ณ  19์ผ ๋ฐํ˜”๋‹ค. ๊ณ„์•ฝ ๊ธฐ๊ฐ„์€ 2027๋…„๋ถ€ํ„ฐ 2028๋…„๊นŒ์ง€ 2๋…„์ด๋‹ค. ์ด๋ฒˆ ์ˆ˜์ฃผ ๊ธˆ์•ก์€ 2027๋…„ ๊ณต๊ธ‰ ์˜ˆ์ • ๋ฌผ๋Ÿ‰์— ํ•ด๋‹นํ•˜๋ฉฐ 2028๋…„ ๊ณต๊ธ‰ ๊ทœ๋ชจ๋Š” ํ•ด๋‹น ๊ธฐ์—…๊ณผ ์ถ”๊ฐ€ ํ˜‘์˜๋ฅผ ๊ฑฐ์ณ ๊ฒฐ์ •ํ•  ์˜ˆ์ •์ด๋‹ค....

iM์ฆ๊ถŒ์€ 19์ผ LS ELECTRIC์— ๋Œ€ํ•ด ํˆฌ์ž์˜๊ฒฌ โ€˜๋งค์ˆ˜โ€™๋ฅผ ์œ ์ง€ํ•˜๊ณ  ๋ชฉํ‘œ์ฃผ๊ฐ€๋ฅผ 23๋งŒ5000์›์œผ๋กœ ํ•˜ํ–ฅํ–ˆ๋‹ค. ๋ถ๋ฏธ ๋ฐ์ดํ„ฐ์„ผํ„ฐํ–ฅ ์ˆ˜...

์‹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: -52,376

๊ธฐ๊ด€: -27,257

์™ธ์ธ: 80,465

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -18,268

๊ธฐ๊ด€: -842,457

์™ธ์ธ: 879,490

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-10-19 -52,376 -27,257 80,465
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

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-10-19 485,774 -372,861 -109,609
2026-10-16 538,150 -345,604 -190,074
2026-10-15 458,351 -284,883 -169,107
2026-10-14 343,311 -242,130 -90,131
2026-10-13 278,008 -178,224 -87,452
2026-10-12 242,510 -201,742 -22,430
2026-10-08 120,557 -160,736 57,390
2026-10-07 -238,122 -25,681 282,243
2026-10-06 -473,043 -42,091 535,013
2026-10-02 -276,564 -75,622 370,095
2026-10-01 -177,687 -93,501 288,886
2026-09-30 -240,666 -62,541 321,935
2026-09-29 -232,864 -33,297 283,911
2026-09-28 -226,037 -30,999 275,302
2026-09-23 -193,699 -19,075 216,316
2026-09-22 -295,938 37,195 262,980
2026-09-21 -179,469 40,587 142,671
2026-09-18 -158,104 36,971 122,621
2026-09-17 86,158 26,071 -115,254
2026-09-16 141,918 3,909 -148,589
2026-09-15 144,128 -22,106 -122,911

์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„