๊ธฐ์•„ ๋กœ๊ณ 

๊ธฐ์•„ (000270) ์ฃผ๊ฐ€ ๋ฐ ์ข…๋ชฉ ์ •๋ณด

๊ธฐ์•„ ์ฃผ๊ฐ€ ๋ฐ ํ•ต์‹ฌ ์ •๋ณด

ํ˜„์žฌ๊ฐ€ ๋ฐ ํ•ต์‹ฌ ํˆฌ์ž ์ •๋ณด
ํ•ญ๋ชฉ ๊ฐ’
ํ˜„์žฌ๊ฐ€ 113,200 ์›
๋ณ€๋™๋Ÿ‰ โ–ผ 100 ์›
๋ณ€๋™๋ฅ  -0.09%
๊ธฐ์ค€ ์‹œ๊ฐ
๊ฑฐ๋ž˜ ๊ตฌ๋ถ„ ์ •๊ทœ์žฅ
์‹œ์žฅ KOSPI
๊ฑฐ๋ž˜์†Œ KRX ยท NXT ๊ฑฐ๋ž˜ ๊ฐ€๋Šฅ
์‹œ๊ฐ€ 111,800 ์›
๊ณ ๊ฐ€ 113,200 ์›
์ €๊ฐ€ 110,600 ์›
52์ฃผ ๋ฒ”์œ„ 100,100 ์› ~ 212,500 ์›
๊ฑฐ๋ž˜๋Ÿ‰ 780,478
๊ฑฐ๋ž˜๋Œ€๊ธˆ 87,569,103,350 ์›
์‹œ๊ฐ€์ด์•ก 44์กฐ 776์–ต์›
PER 6.38๋ฐฐ
PBR 0.77๋ฐฐ
EPS 19,094.0831 ์›
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ  5.34%
์—…์ข… ์ž๋™์ฐจ

์ผ๋ณ„ ์ฃผ๊ฐ€

๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€ ์ •๋ณด
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
2026.09.17 121,600 121,800 119,200 121,400 565,032 67,974,036,600
2026.09.18 122,400 122,500 120,600 121,600 851,855 103,747,897,650
2026.09.21 121,500 121,600 119,100 120,400 800,591 95,953,441,050
2026.09.22 120,600 122,000 118,200 119,000 786,788 94,067,790,500
2026.09.23 119,100 119,800 115,000 116,200 798,446 92,692,855,900
2026.09.28 116,600 118,400 115,600 117,100 1,042,498 121,936,481,700
2026.09.29 116,000 116,300 113,700 116,000 942,954 108,517,043,050
2026.09.30 116,100 116,900 112,800 113,600 914,012 103,870,131,700
2026.10.01 112,400 114,700 112,300 113,300 762,225 86,287,787,650
2026.10.02 111,800 113,200 110,600 113,200 780,478 87,569,103,350

ํšŒ์‚ฌ ์ •๋ณด

๊ธฐ์—…์ˆœ์œ„ ์ฃผ์‹์ˆ˜ ์™ธ๊ตญ์ธ ๋น„์ค‘ ์‚ฐ์—…๊ตฐ ์„ธ๋ถ€ ์‚ฐ์—…๊ตฐ
KOSPI 16์œ„ 390,412,998 39.09% ์ž๋™์ฐจ ์ž๋™์ฐจ

๊ธฐ์—… ๊ฐœ์š”

๊ธฐ์•„๋Š” 1944๋…„ ์„ค๋ฆฝํ•œ ์™„์„ฑ์ฐจ ์ƒ์‚ฐ ์—…์ฒด๋กœ 1999๋…„ ํ˜„๋Œ€์ž๋™์ฐจ์— ์ธ์ˆ˜๋˜์—ˆ๋‹ค. ๊ตญ๋‚ด๋Š” ๋ฌผ๋ก  ๋…์ผ, ๋ฏธ๊ตญ, ์บ๋‚˜๋‹ค, ์˜๊ตญ ๋“ฑ ํ•ด์™ธ์—๋„ ์™„์„ฑ์ฐจ ๋ฐ ๋ถ€ํ’ˆ ์ƒ์‚ฐ๊ณต์žฅ์„ ๋ณด์œ ํ•˜๊ณ  ์žˆ๋‹ค. ์ „์ฒด ํŒ๋งค ๋น„์ค‘์—์„œ 40%๋Š” ๊ตญ๋‚ด, 60%๋Š” ํ•ด์™ธ์—์„œ ํŒ๋งค๋˜๊ณ  ์žˆ์œผ๋ฉฐ, ๋งค์ถœ์•ก ์ œ๊ณ ๋ฅผ ์œ„ํ•ด SUV, ์Šนํ•ฉ์ฐจ, ์ „๊ธฐ์ฐจ ๋ชจ๋ธ ๋“ฑ์˜ ์‹ ์ฐจ๋ฅผ ์ถœ์‹œํ•˜๊ณ  ์žˆ๋‹ค.

๊ด€๋ จ ํ…Œ๋งˆ

  • ๋ฐฉ์‚ฐ : ๊ตฐ์šฉ์ง€ํ”„ ๋“ฑ ๊ตฐ์šฉ์ฐจ ์ƒ์‚ฐ ์‚ฌ์—… ์˜์œ„
  • ์ˆ˜์†Œ์ฐจ : 2008๋…„ ๋ฏธ๊ตญ ์ฃผ์š”๋„์‹œ์—์„œ SUV ๋ชจํ•˜๋น„ ์ˆ˜์†Œ์—ฐ๋ฃŒ์ „์ง€์ฐจ ์‹œ๋ฒ”์ฃผํ–‰์„ ์‹ค์‹œํ—ธ์œผ๋ฉฐ 18๋…„6์›” ํ˜„๋Œ€/๊ธฐ์•„์ฐจ๊ฐ€ ์•„์šฐ๋””์™€ ์ˆ˜์†Œ์ „๊ธฐ์ฐจ ์—ฐ๋ฃŒ์ „์ง€ ๊ธฐ์ˆ  ํŒŒํŠธ๋„ˆ์‹ญ ๊ณ„์•ฝ ์ฒด๊ฒฐํ–ˆ์Œ
  • ์ž์œจ์ฃผํ–‰ : ํ˜„๋Œ€์ž๋™์ฐจ ๊ทธ๋ฃน์˜ ์ž๋™์ฐจ ์ œ์กฐ ๋ฐ ํŒ๋งค ์—…์ฒด๋กœ ์ž์œจ์ฃผํ–‰ ๋ธŒ๋žœ๋“œ โ€˜๋“œ๋ผ์ด๋ธŒ ์™€์ด์ฆˆโ€™๋ฅผ ๋Ÿฐ์นญ, ์ „๊ธฐ์ฐจ โ€˜์˜์šธ EVโ€™ "๋‹ˆ๋กœ EV" ๋“ฑ์— ์ž์œจ์ฃผํ–‰ ๊ธฐ์ˆ ์„ ์ ์šฉํ–ˆ์œผ๋ฉฐ. 19๋…„6์›” ์‚ฌ์—… ํŒŒํŠธ๋„ˆ์‚ฌ์ธ ๋ฏธ๊ตญ ์ž์œจ์ฃผํ–‰์—…์ฒด โ€˜์˜ค๋กœ๋ผ(Aurora Innovation)โ€™์— ์ „๋žตํˆฌ์ž๋ฅผํ•˜๊ณ  ์ž์œจ์ฃผํ–‰ ๊ธฐ์ˆ ์„ ๊ฐœ๋ฐœํ•˜๊ธฐ ์œ„ํ•œ ํ˜‘๋ ฅ์„ ๊ฐ•ํ™”ํ–ˆ์Œ
  • ์ „๊ธฐ์ฐจ : ์ „๊ธฐ์ฐจ ๋ฐฐํ„ฐ๋ฆฌ ์‹œ์Šคํ…œ๊ณผ ์ถฉ์ „์Šคํƒ ๋“œ๋ฅผ ์—ฐ๊ฒฐํ•˜๋Š” ์žฅ์น˜์ธ "์ „๊ธฐ์ฐจ์šฉ ์ถฉ์ „ ์ธํ„ฐํŽ˜์ด์Šค"๋ฅผ ํ˜„๋Œ€, ํ•œ๊ตญ์ „๋ ฅ๊ณผ ๊ณต๋™์œผ๋กœ ๊ฐœ๋ฐœํ–ˆ์œผ๋ฉฐ ๊ตญ๋‚ด ์ตœ์ดˆ ์–‘์‚ฐํ˜• ์ „๊ธฐ์ฐจ "๋ ˆ์ดEV" ์ถœ์‹œ
  • ์• ํ”Œ์นด : ์™„์„ฑ์ฐจ ์ƒ์‚ฐ ์—…์ฒด๋กœ ์Šน์šฉ์ฐจ, ์Šนํ•ฉ์ฐจ, ํ™”๋ฌผ์ฐจ ๋ฐ ๋ถ€๋ถ„ํ’ˆ์„ ์ƒ์‚ฐํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ๋…์ผ ์ง€์ฃผํšŒ์‚ฌ๋ฅผ ๋น„๋กฏํ•ด ๋ฏธ๊ตญ, ์บ๋‚˜๋‹ค, ํด๋ž€๋“œ, ์˜๊ตญ, ๋Ÿฌ์‹œ์•„ ๋“ฑ ํ•ด์™ธ ๋‹ค์ˆ˜์˜ ์ข…์†๊ธฐ์—…์„ ๋ณด์œ ํ•œ ๊ธฐ์—…
  • ์• ํ”ŒํŽ˜์ด : ๊ฐ์ข… ์ฐจ๋Ÿ‰๊ณผ ๋ถ€ํ’ˆ์˜ ์ œ์กฐ ๋ฐ ํŒ๋งคํ•˜๋Š” ์—…์ฒด๋กœ ํ˜„๋Œ€์นด๋“œ์˜ ์ง€๋ถ„์„ 11.48% ๋ณด์œ ํ•˜๊ณ  ์žˆ์Œ
  • ํ™˜์œจ์ƒ์Šน : ํ˜„๋Œ€์ฐจ๋ณด๋‹ค ํ•ด์™ธ ๋งค์ถœ ๋น„์ค‘์ด ๋†’์•„ ํ™˜์œจ ์ƒ์Šน ์ˆ˜ํ˜œ๊ฐ€ ๋” ํฐ ์ž๋™์ฐจ ์—…์ฒด๋กœ, ํ™˜์œจ์ด 10์› ์ƒ์Šน ์‹œ ์•ฝ 2200์–ต์›์˜ ์˜์—…์ด์ต ๊ฐœ์„  ํšจ๊ณผ๋ฅผ ๊ธฐ๋Œ€ํ•  ์ˆ˜ ์žˆ๋Š” ๊ธฐ์—…์ด๊ธฐ์— ํ™˜์œจ ์ƒ์Šน์— ๋”ฐ๋ฅธ ์ง์ ‘์  ์ˆ˜ํ˜œ์ฃผ๋กœ ๋ถ€๊ฐ๋œ ๋ฐ” ์žˆ์Œ
  • ์—” ์บ๋ฆฌ ํŠธ๋ ˆ์ด๋“œ : ํ•ด์™ธ ๋งค์ถœ ๋น„์ค‘์ด ๋†’์€ ์ž๋™์ฐจ ๊ธฐ์—…์œผ๋กœ ์—”ํ™” ๊ฐ•์„ธ ์‹œ ์ผ๋ณธ ์ž๋™์ฐจ ์—…์ฒด ๋Œ€๋น„ ๊ฒฝ์Ÿ์šฐ์œ„๋ฅผ ํ™•๋ณดํ•  ์ˆ˜ ์žˆ์œผ๋ฉฐ, ๊ธ€๋กœ๋ฒŒ ์‹œ์žฅ์—์„œ์˜ ์ž…์ง€ ๊ฐ•ํ™”๊ฐ€ ์˜ˆ์ƒ๋˜๋Š” ๊ธฐ์—…์ด๊ธฐ ๋•Œ๋ฌธ์— ์—” ์บ๋ฆฌ ํŠธ๋ ˆ์ด๋“œ ๊ด€๋ จ์ฃผ๋กœ ๋ถ„๋ฅ˜
  • ์›”๋“œ์ปต : ํ˜„๋Œ€์ฐจ๊ทธ๋ฃน์˜ FIFA ๊ณต์‹ ๋ชจ๋นŒ๋ฆฌํ‹ฐ ํŒŒํŠธ๋„ˆ์‹ญ์— ํ•จ๊ป˜ ํฌํ•จ๋˜๋Š” ์™„์„ฑ์ฐจ ๊ธฐ์—…์œผ๋กœ, ๋Œ€ํšŒ ์ฐจ๋Ÿ‰ ์ง€์›๊ณผ ๊ธ€๋กœ๋ฒŒ ์ถ•๊ตฌ ๋งˆ์ผ€ํŒ…์„ ํ†ตํ•ด ๋ธŒ๋žœ๋“œ ๋…ธ์ถœ ํšจ๊ณผ๊ฐ€ ๊ธฐ๋Œ€๋˜๋Š” ๊ณต์‹ ํ›„์› ๊ด€๋ จ์ฃผ

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

[ํŒŒ์ด๋‚ธ์…œ๋‰ด์Šค]๊ธฐ์•„๊ฐ€ ์œ ๋Ÿฝ ์ตœ๋Œ€ ์ž๋™์ฐจ ์‹œ์žฅ ์ค‘ ํ•˜๋‚˜์ธ ์˜๊ตญ์—์„œ ์Šคํฌํ‹ฐ์ง€๋ฅผ ์•ž์„ธ์›Œ ๊ฐ€ํŒŒ๋ฅธ ์„ฑ์žฅ์„ธ๋ฅผ ์ด์–ด๊ฐ€๊ณ  ์žˆ๋‹ค. BMW์™€ ์•„์šฐ๋”” ๋“ฑ ์œ ๋Ÿฝ ํ”„๋ฆฌ๋ฏธ์—„ ๋ธŒ๋žœ๋“œ๋ฅผ ์ œ์น˜๊ณ  ํŒ๋งค 2์œ„์— ์˜ค๋ฅธ ๊ฐ€์šด๋ฐ ์˜ฌํ•ด๋„ ์—ฐ๊ฐ„ 10๋งŒ๋Œ€ ํŒ๋งค๋ฅผ ๋„˜์–ด์„œ๋ฉด 5๋…„ ์—ฐ์† ๊ธฐ๋ก์„ ๋‹ฌ์„ฑํ•˜๊ฒŒ ๋œ๋‹ค. ํ˜„์žฌ ์ถ”์„ธ๋ผ๋ฉด ์—ญ๋Œ€ ์ตœ๋Œ€ ํŒ๋งค ์‹ค์  ๊ฒฝ์‹ ๋„ ๊ฐ€๋Šฅํ•  ์ „๋ง์ด๋‹ค. 5์ผ ์˜๊ตญ์ž๋™์ฐจ๊ณต์—…ํ˜‘ํšŒ(SMMT)์— ๋”ฐ๋ฅด๋ฉด ๊ธฐ์•„๋Š” ์˜ฌํ•ด 1~8์›” ์˜๊ตญ ์‹œ์žฅ์—์„œ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 2.3% ์ฆ๊ฐ€ํ•œ 7๋งŒ6850๋Œ€๋ฅผ ํŒ๋งคํ–ˆ๋‹ค. ํญ์Šค๋ฐ”๊ฒ์˜ 11๋งŒ1830๋Œ€์— ์ด์–ด ๋ธŒ๋žœ๋“œ๋ณ„ ํŒ๋งค ์ˆœ์œ„ 2์œ„๋‹ค. BMW๋Š” ๊ฐ™์€ ๊ธฐ๊ฐ„ 7๋งŒ6074๋Œ€๋กœ 3์œ„์— ๋จธ๋ฌผ๋ €๊ณ  ์•„์šฐ๋””๊ฐ€ 7๋งŒ1904๋Œ€, ํฌ๋“œ๊ฐ€ 7๋งŒ1050๋Œ€๋กœ ๋’ค๋ฅผ ์ด์—ˆ๋‹ค. ๊ธฐ์•„๋Š” ์•„์‹œ์•„ ์ž๋™์ฐจ ๋ธŒ๋žœ๋“œ ๊ฐ€์šด๋ฐ ์œ ์ผํ•˜๊ฒŒ ์˜๊ตญ ํŒ๋งค ์ƒ์œ„ 5์œ„๊ถŒ์— ์ด๋ฆ„์„ ์˜ฌ๋ ธ๋‹ค. ์ง€๋‚œํ•ด๋ณด๋‹ค ์ˆœ์œ„๋„ ํ•œ ๊ณ„๋‹จ ์ƒ์Šนํ–ˆ๋‹ค. ์ „ํ†ต์ ์œผ๋กœ ์œ ๋Ÿฝ ๋ธŒ๋žœ๋“œ ์„ ํ˜ธ๋„

์—…๊ณ„ "๋ฆฌ๋ฒจ๋Ÿฐ์‹ฑ ํšจ๊ณผ ๋ฏธ๋ฏธํ•ด" ๊ตญ๋ฏผ์—ฐ๊ธˆ์ด ์ž์‚ฐ์žฌ์กฐ์ • ์‹œ์ ์ธ ์ง€๋‚œ 7์›” ์ดํ›„ ์‚ผ์„ฑ์ „์ž์™€ SK์Šคํ€˜์–ด๋ฅผ ์ ๊ทน์ ์œผ๋กœ ์ˆœ๋งค๋„ํ•œ ๊ฒƒ์œผ๋กœ ๋‚˜ํƒ€๋‚ฌ๋‹ค. ๋‹ค๋งŒ ์‹œ์žฅ ์šฐ๋ ค์™€ ๋‹ฌ๋ฆฌ ์ฃผ์‹ ํ‰๊ฐ€์•ก์ด ์ค„๋ฉด์„œ ์ „์ฒด ๋งค๋„๋ฌผ๋Ÿ‰์€ ์ƒ๋Œ€์ ์œผ๋กœ ์ ์—ˆ๋‹ค๋Š” ๋ถ„์„์ด ๋‚˜์˜จ๋‹ค. 5์ผ ๋Œ€์‹ ์ฆ๊ถŒ์— ๋”ฐ๋ฅด๋ฉด ์ง€๋‚œ 7์›” ์ดํ›„๋ถ€ํ„ฐ ์ด๋‚  ์žฅ ๋งˆ๊ฐ๊นŒ์ง€ ๊ตญ๋ฏผ์—ฐ๊ธˆ(์—ฐ๊ธฐ๊ธˆ ๋“ฑ)์€ SK์Šคํ€˜์–ด๋ฅผ 1์กฐ3531์–ต์›์–ด์น˜ ์ˆœ๋งค๋„ํ•œ ๊ฒƒ์œผ๋กœ ๋‚˜ํƒ€๋‚ฌ๋‹ค. ๊ตญ๋ฏผ์—ฐ๊ธˆ์€ ๋˜ ์‚ผ์„ฑ์ „์ž(7937์–ต์›), ํ˜„๋Œ€์ฐจ((5003์–ต์›), ์‚ผ์„ฑ์ „๊ธฐ(4554์–ต์›), ํ˜„๋Œ€๋ชจ๋น„์Šค(4079์–ต์›), LG์ด๋…ธํ…(3341์–ต์›), ํ˜„๋Œ€๋กœํ…œ(2628์–ต์›), ๊ธฐ์•„(2173์–ต์›) ๋“ฑ ์ˆœ์œผ๋กœ ๋งŽ์€ ๋ฌผ๋Ÿ‰์„ ์ˆœ๋งค๋„ํ–ˆ๋‹ค....

#OBJECT0# [ํŒŒ์ด๋‚ธ์…œ๋‰ด์Šค]๊ธฐ์•„๊ฐ€ ์œ ๋Ÿฝ ์ฃผ์š” ์ž๋™์ฐจ ๋ธŒ๋žœ๋“œ ๊ฐ€์šด๋ฐ ๊ฐ€์žฅ ๋น ๋ฅธ ์„ฑ์žฅ์„ธ๋ฅผ ๋ณด์ธ ๊ฒƒ์œผ๋กœ ํ™•์ธ๋๋‹ค. ์˜ฌํ•ด 1~8์›” ์‹ ์ฐจ ๋“ฑ๋ก์ด 9% ๋Š˜๋ฉฐ ์œ ๋Ÿฝ ํŒ๋งค๋Ÿ‰ ์ƒ์œ„ 10๊ฐœ ๋ธŒ๋žœ๋“œ ์ค‘ ์„ฑ์žฅ๋ฅ  1์œ„์— ์˜ฌ๋ž๋‹ค. ์ „๊ธฐ์ฐจ(BEV) ๋“ฑ๋ก๋„ ๊ฐ™์€ ๊ธฐ๊ฐ„ 58% ์ฆ๊ฐ€ํ•˜๋ฉฐ ์ „์ฒด ์‹ค์ ์„ ๋Œ์–ด์˜ฌ๋ ธ๋‹ค. 5์ผ ์œ ๋Ÿฝ์ž๋™์ฐจ์ œ์กฐํ˜‘ํšŒ(ACEA) ํ†ต๊ณ„์— ๋”ฐ๋ฅด๋ฉด ๊ธฐ์•„๋Š” ์˜ฌํ•ด 1~8์›” ์œ ๋Ÿฝ(EU+EFTA+์˜๊ตญ)์—์„œ 37๋งŒ7078๋Œ€๋ฅผ ๋“ฑ๋กํ•ด ์ „๋…„ ๋™๊ธฐ 34๋งŒ6047๋Œ€๋ณด๋‹ค 9.0% ์ฆ๊ฐ€ํ–ˆ๋‹ค. ๊ฐ™์€ ๊ธฐ๊ฐ„ ์œ ๋Ÿฝ ์ „์ฒด ์Šน์šฉ์ฐจ ์‹œ์žฅ ์„ฑ์žฅ๋ฅ  5.8%๋ฅผ 3.2%ํฌ์ธํŠธ ์›ƒ๋Œ์•˜๋‹ค. ์‹œ์žฅ์ ์œ ์œจ๋„ 4.0%์—์„œ 4.1%๋กœ ์ƒ์Šนํ•ด ํŒ๋งค๋Ÿ‰ ๊ธฐ์ค€ 9์œ„๋ฅผ ๊ธฐ๋กํ–ˆ๋‹ค. ํŒ๋งค๋Ÿ‰ ๊ธฐ์ค€ ์œ ๋Ÿฝ ์ƒ์œ„ 10๊ฐœ ๋ธŒ๋žœ๋“œ ๊ฐ€์šด๋ฐ ๊ธฐ์•„๋ณด๋‹ค ๋†’์€ ์„ฑ์žฅ๋ฅ ์„ ๊ธฐ๋กํ•œ ๊ณณ์€ ์—†์—ˆ๋‹ค. ์Šค์ฝ”๋‹ค๊ฐ€ 8.5%๋กœ ๋’ค๋ฅผ ์ด์—ˆ๊ณ  โ–ณ์•„์šฐ๋”” 4.1% โ–ณ๋ฉ”๋ฅด์„ธ๋ฐ์Šค-๋ฒค์ธ  3.4% โ–ณBMW 1.6% โ–ณ๋„์š”ํƒ€ 1.3% โ–ณ๋ฅด๋…ธ 1.1% ์ˆœ์ด์—ˆ๋‹ค. ์›”๊ฐ„ ํ๋ฆ„๋„ ๊ฐ€

์ค‘๊ตญ ์ž๋™์ฐจ ์—…์ฒด๋“ค์˜ ๊ธ€๋กœ๋ฒŒ ๊ณต์„ธ๊ฐ€ ์™„์„ฑ์ฐจ ์ˆ˜์ถœ์—์„œ ํ•ด์™ธ ํ˜„์ง€์ƒ์‚ฐ์œผ๋กœ ์˜ฎ๊ฒจ๊ฐ€๊ณ  ์žˆ๋‹ค. ์ค‘๊ตญ์—์„œ ๋งŒ๋“  ์ €๊ฐ€ ์ „๊ธฐ์ฐจ๋ฅผ ์ˆ˜์ถœํ•˜๋Š” ๋ฐ ๊ทธ์น˜์ง€ ์•Š๊ณ  ๋™๋‚จ์•„์‹œ์•„์™€ ์œ ๋Ÿฝ, ๋‚จ๋ฏธ์— ์ง์ ‘ ์ƒ์‚ฐ๊ธฐ์ง€๋ฅผ ๊ตฌ์ถ•ํ•˜๋ฉด์„œ ๊ด€์„ธ ๋“ฑ ๋ฌด์—ญ์žฅ๋ฒฝ์„ ๋„˜๊ฒ ๋‹ค๋Š” ์ „๋žต์ด๋‹ค. ์ค‘๊ตญ ๋‚ด์ˆ˜ ์„ฑ์žฅ์„ธ๊ฐ€ ๋‘”ํ™”ํ•˜๋Š” ๊ฐ€์šด๋ฐ ํ•ด์™ธ์‹œ์žฅ์ด ์ƒˆ๋กœ์šด ์„ฑ์žฅ์ถ•์œผ๋กœ ๋– ์˜ค๋ฅด๋ฉด์„œ ํ˜„๋Œ€์ฐจยท๊ธฐ์•„์™€์˜ ๊ฒฝ์Ÿ๋„ ์ค‘๊ตญ ๋ฐ– ํ˜„์ง€์‹œ์žฅ์—์„œ ๊ฑฐ์„ธ์งˆ ์ „๋ง์ด๋‹ค.4์ผ ๊ตญ์ œ์—๋„ˆ์ง€๊ธฐ๊ตฌ(IEA)์— ๋”ฐ๋ฅด๋ฉด ์ค‘๊ตญ ์ž๋™์ฐจ ์—…์ฒด๋“ค์ด ์ง€๋‚œํ•ด ํ•ด์™ธ์— ํ™•๋ณด..

ํ˜„๋Œ€์ž๋™์ฐจโˆ™๊ธฐ์•„๊ฐ€ ๋ฏธ๊ตญ ์‹œ์žฅ์—์„œ ์ฒ˜์Œ์œผ๋กœ ๋ถ„๊ธฐ ํŒ๋งค๋Ÿ‰ 50๋งŒ๋Œ€๋ฅผ ๋ŒํŒŒํ–ˆ๋‹ค. ํ•˜์ด๋ธŒ๋ฆฌ๋“œ์ฐจ์™€ ์Šคํฌ์ธ ์œ ํ‹ธ๋ฆฌํ‹ฐ์ฐจ(SUV)์˜ ํŒ๋งค ํ˜ธ์กฐ๊ฐ€ ์‹ค์ ์„ ๋Œ์–ด์˜ฌ๋ ธ๋‹ค. ํฌ๋“œ๋ฅผ ์ œ์น˜๊ณ  ๋ฏธ๊ตญ ์‹œ์žฅ์—์„œ ๋ถ„๊ธฐ ๊ธฐ์ค€ ์ฒซ ํŒ๋งค 3์œ„์— ์˜ค๋ฅผ์ง€๋„ ๊ด€์‹ฌ์ด๋‹ค. 2์ผ ํ˜„๋Œ€์ฐจยท๊ธฐ์•„์— ๋”ฐ๋ฅด๋ฉด ์–‘์‚ฌ์˜ ์˜ฌํ•ด 3๋ถ„๊ธฐ ๋ฏธ๊ตญ ํŒ๋งค๋Ÿ‰์€ 50๋งŒ6200๋Œ€๋กœ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 5.4% ์ฆ๊ฐ€ํ–ˆ๋‹ค. ํ˜„๋Œ€์ฐจ๋Š” ์ œ๋„ค์‹œ์Šค

์‹ค์ ํ˜„ํ™ฉ

๋งค์ถœ์•ก

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ๋งค์ถœ์•ก ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 114,140,919,000,000 6.23%
2024 ์—ฐ๊ฐ„ (YoY) 107,448,752,000,000 7.65%
2023 ์—ฐ๊ฐ„ (YoY) 99,808,420,000,000 15.31%
2022 ์—ฐ๊ฐ„ (YoY) 86,559,030,000,000 23.90%
2026.2Q ๋ถ„๊ธฐ (QoQ) 33,037,055,000,000 11.98%
2026.1Q ๋ถ„๊ธฐ (QoQ) 29,501,881,000,000 5.03%
2025.4Q ๋ถ„๊ธฐ (QoQ) 28,087,737,000,000 -2.09%
2025.3Q ๋ถ„๊ธฐ (QoQ) 28,686,037,000,000 -2.26%

์˜์—…์ด์ต

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ์˜์—…์ด์ต ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 9,078,148,000,000 -28.33%
2024 ์—ฐ๊ฐ„ (YoY) 12,667,139,000,000 9.13%
2023 ์—ฐ๊ฐ„ (YoY) 11,607,873,000,000 60.48%
2022 ์—ฐ๊ฐ„ (YoY) 7,233,120,000,000 42.79%
2026.2Q ๋ถ„๊ธฐ (QoQ) 2,628,559,000,000 19.20%
2026.1Q ๋ถ„๊ธฐ (QoQ) 2,205,091,000,000 19.68%
2025.4Q ๋ถ„๊ธฐ (QoQ) 1,842,543,000,000 26.01%
2025.3Q ๋ถ„๊ธฐ (QoQ) 1,462,251,000,000 -47.11%

์ˆœ์ด์ต

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ์ˆœ์ด์ต ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 7,554,174,000,000 -22.72%
2024 ์—ฐ๊ฐ„ (YoY) 9,775,005,000,000 11.36%
2023 ์—ฐ๊ฐ„ (YoY) 8,777,817,000,000 62.28%
2022 ์—ฐ๊ฐ„ (YoY) 5,408,976,000,000 13.63%
2026.2Q ๋ถ„๊ธฐ (QoQ) 2,327,742,000,000 27.18%
2026.1Q ๋ถ„๊ธฐ (QoQ) 1,830,207,000,000 24.43%
2025.4Q ๋ถ„๊ธฐ (QoQ) 1,470,902,000,000 3.41%
2025.3Q ๋ถ„๊ธฐ (QoQ) 1,422,460,000,000 -37.29%

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: 71,344

๊ธฐ๊ด€: -121,720

์™ธ์ธ: 47,600

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: 423,564

๊ธฐ๊ด€: -2,226,814

์™ธ์ธ: 2,065,186

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-10-02 71,344 -121,720 47,600
2026-10-01 107,364 -33,487 -74,457
2026-09-30 181,007 -69,957 -113,782
2026-09-29 51,946 -129,375 74,068
2026-09-28 -57,579 -9,130 66,608
2026-09-23 279,828 -124,980 -153,930
2026-09-22 197,594 -132,044 -66,016
2026-09-21 129,847 -76,488 -52,707
2026-09-18 -23,342 95,590 -71,288
2026-09-17 50,053 -45,047 -4,798
2026-09-16 64,900 2,922 -69,199
2026-09-15 95,145 -110,732 14,755
2026-09-14 82,555 -56,165 -27,171
2026-09-11 1,099 -29,301 27,500
2026-09-10 -15,804 -97,628 113,446
2026-09-09 -59,634 -69,693 129,788
2026-09-08 166,400 -93,750 -73,428
2026-09-07 -17,092 -30,636 46,829
2026-09-04 103,551 -34,363 -69,915
2026-09-03 -169,288 -28,443 198,357
2026-09-02 308,084 -205,011 -104,214

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-10-02 1,547,978 -1,399,438 -161,954
2026-10-01 1,476,634 -1,277,718 -209,554
2026-09-30 1,369,270 -1,244,231 -135,097
2026-09-29 1,188,263 -1,174,274 -21,315
2026-09-28 1,136,317 -1,044,899 -95,383
2026-09-23 1,193,896 -1,035,769 -161,991
2026-09-22 914,068 -910,789 -8,061
2026-09-21 716,474 -778,745 57,955
2026-09-18 586,627 -702,257 110,662
2026-09-17 609,969 -797,847 181,950
2026-09-16 559,916 -752,800 186,748
2026-09-15 495,016 -755,722 255,947
2026-09-14 399,871 -644,990 241,192
2026-09-11 317,316 -588,825 268,363
2026-09-10 316,217 -559,524 240,863
2026-09-09 332,021 -461,896 127,417
2026-09-08 391,655 -392,203 -2,371
2026-09-07 225,255 -298,453 71,057
2026-09-04 242,347 -267,817 24,228
2026-09-03 138,796 -233,454 94,143
2026-09-02 308,084 -205,011 -104,214

์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
106,829,374,000,000 39.45% 60.55%

๋งค์ถœ ๊ตฌ์„ฑ

๊ตฌ์„ฑ ์š”์†Œ ๋น„์œจ
RV 67.98%
์ œํ’ˆ ์™ธ ๊ธฐํƒ€ 15.26%
์Šน์šฉ 11.94%
์ƒ์šฉ 4.81%
๊ธฐํƒ€ 0.01%

๊ณต๋งค๋„ ํ˜„ํ™ฉ

์ตœ๊ทผ ๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰: 88,307 (9.48%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 439,942 (0.11%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2026-10-02 113,200 88,307 9.48%
2026-10-01 113,300 87,307 10.01%
2026-09-30 113,600 72,912 6.59%
2026-09-29 116,000 81,712 7.61%
2026-09-28 117,100 64,319 5.53%
2026-09-23 116,200 95,620 9.62%
2026-09-22 119,000 76,650 8.29%
2026-09-21 120,400 134,684 14.59%
2026-09-18 121,600 17,899 1.96%
2026-09-17 121,400 94,769 14.51%
2026-09-16 120,900 23,890 3.97%
2026-09-15 122,300 74,966 13.17%
2026-09-14 123,500 100,733 18.54%
2026-09-11 126,600 105,726 18.39%
2026-09-10 127,000 62,892 6.93%
2026-09-09 126,800 63,678 6.82%
2026-09-08 125,400 117,455 18.47%
2026-09-07 128,400 197,080 24.36%
2026-09-04 126,500 63,036 5.87%
2026-09-03 127,400 79,423 8.34%
2026-09-02 124,400 89,464 7.35%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2026-09-30 113,600 439,942 0.11%
2026-09-29 116,000 441,220 0.11%
2026-09-28 117,100 390,419 0.10%
2026-09-23 116,200 381,566 0.10%
2026-09-22 119,000 360,227 0.09%
2026-09-21 120,400 331,360 0.08%
2026-09-18 121,600 283,436 0.07%
2026-09-17 121,400 328,640 0.08%
2026-09-16 120,900 379,796 0.10%
2026-09-15 122,300 414,933 0.11%
2026-09-14 123,500 383,645 0.10%
2026-09-11 126,600 335,351 0.09%
2026-09-10 127,000 322,813 0.08%
2026-09-09 126,800 324,319 0.08%
2026-09-08 125,400 310,046 0.08%
2026-09-07 128,400 304,241 0.08%
2026-09-04 126,500 131,262 0.03%
2026-09-03 127,400 115,501 0.03%
2026-09-02 124,400 95,292 0.02%
2026-09-01 131,200 120,601 0.03%
2026-08-31 131,000 166,274 0.04%

์—…์ข… ๋‚ด ๋น„๊ต

์ž๋™์ฐจ ์—…์ข…(6๊ฐœ) ์—ฐ๊ฐ„ ๊ธฐ์ค€

ํ•ญ๋ชฉ ํ˜„์žฌ ์ข…๋ชฉ ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 442,337.927 193,461.77 2์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) 6.299 5.69 4์œ„
PBR 0.681 0.46 1์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) 12.923 2.15 1์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 5.737 4.8 1์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 7.953 0.6 2์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 6.618 0.39 1์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 61.756 134.35 5์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 1,141,409.19 509,929.98 2์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) 90,781.48 34,359.25 2์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) 75,541.74 29,950.54 2์œ„