์‚ผ์„ฑSDI ๋กœ๊ณ 

์‚ผ์„ฑSDI (006400) ์ฃผ๊ฐ€ ๋ฐ ์ข…๋ชฉ ์ •๋ณด

์‚ผ์„ฑSDI ์‹ค์‹œ๊ฐ„ ์ฃผ๊ฐ€

์‚ผ์„ฑSDI ํ˜„์žฌ๊ฐ€ ์ƒ์„ธ ์ •๋ณด
ํ•ญ๋ชฉ ๊ฐ’
ํ˜„์žฌ๊ฐ€ 614,000 ์›
๋ณ€๋™๋Ÿ‰ โ–ผ 22000.00 ์›
๋ณ€๋™๋ฅ  -3.46%
๊ฑฐ๋ž˜๋Ÿ‰ 1,100,294
๊ฑฐ๋ž˜๋Œ€๊ธˆ 702,349,828,000 ์›

์‚ผ์„ฑSDI ์ผ๋ณ„ ์ฃผ๊ฐ€

์‚ผ์„ฑSDI์˜ ๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
4/29/2026 721,000 723,000 692,000 695,000 853,824 601,812,980,000
5/3/2026 715,000 717,000 694,000 705,000 663,957 466,135,893,500
5/5/2026 707,000 707,000 677,000 698,000 813,564 566,297,343,000
5/6/2026 698,000 698,000 677,000 694,000 604,589 415,338,141,000
5/7/2026 683,000 694,000 671,000 678,000 460,537 312,778,629,000
5/10/2026 670,000 693,000 651,000 684,000 850,986 573,956,140,000
5/11/2026 676,000 680,000 616,000 629,000 1,349,091 859,266,083,000
5/12/2026 612,000 645,000 600,000 634,000 788,819 492,607,554,500
5/13/2026 663,000 665,000 623,000 636,000 712,838 453,700,236,500
5/14/2026 629,000 668,000 603,000 614,000 1,100,294 702,349,828,000

๊ด€๋ จ ํ…Œ๋งˆ

  • ์ „๊ธฐ์ฐจ : ์ž๋™์ฐจ ์ „์ง€ ๋ฐ ์ „๊ธฐ์ฐจ์šฉ ๋ฆฌํŠฌ์ด์˜จ ์ „์ง€ ์ƒ์‚ฐ ๋ฐ ํŒ๋งคํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ BMW, ํญ์Šค๋ฐ”๊ฒ ๋“ฑ ๊ธ€๋กœ๋ฒŒ ์™„์„ฑ์ฐจ ์—…์ฒด๋“ค์„ ๊ณ ๊ฐ์‚ฌ๋กœ ๋ณด์œ ํ•˜๊ณ  ์žˆ์Œ
  • 2์ฐจ์ „์ง€ : 2์ฐจ ์ „์ง€์˜ ๋ชจ๋“  ๋ถ€๋ถ„์˜ ์ƒ์‚ฐ ๋ฐ ํŒ๋งค๋ฅผ ํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ ๊ทธ ์™ธ์—๋„ ๋””์Šคํ”Œ๋ ˆ์ด ์†Œ์žฌ์™€ ๋ฐ˜๋„์ฒด ์†Œ์žฌ ๋“ฑ ์—ฌ๋Ÿฌ ๋ถ„์•ผ๋ฅผ ์ œ์กฐ ๋ฐ ํŒ๋งค
  • 2์ฐจ์ „์ง€-์†Œ์žฌ๋ถ€ํ’ˆ : 2์ฐจ ์ „์ง€์˜ ๋ชจ๋“  ๋ถ€๋ถ„์˜ ์ƒ์‚ฐ ๋ฐ ํŒ๋งค๋ฅผ ํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ ๊ทธ ์™ธ์—๋„ ๋””์Šคํ”Œ๋ ˆ์ด ์†Œ์žฌ์™€ ๋ฐ˜๋„์ฒด ์†Œ์žฌ ๋“ฑ ์—ฌ๋Ÿฌ ๋ถ„์•ผ๋ฅผ ์ œ์กฐ ๋ฐ ํŒ๋งค
  • ์• ํ”Œ : ์ผ์ฐจ ์ „์ง€ ๋ฐ ์ถ•์ „์ง€ ์ œ์กฐ ๊ธฐ์—…์œผ๋กœ ์•„์ดํฐ X์— ์†Œํ˜• ๋ฐฐํ„ฐ๋ฆฌ ๊ณต๊ธ‰
  • ์Šค๋งˆํŠธํฐ : ์†Œํ˜• ์ „์ง€ ์‚ฌ์—… ๋ถ€๋ฌธ์—์„œ ์Šค๋งˆํŠธํฐ์šฉ 2์ฐจ ์ „์ง€๋ฅผ ์‚ผ์„ฑ ์ „์ž์— ๊ณต๊ธ‰
  • ์‚ผ์„ฑ์ „์ž : ์—๋„ˆ์ง€์†”๋ฃจ์…˜ ๋ถ€๋ฌธ๊ณผ ์ „์ž์žฌ๋ฃŒ ๋ถ€๋ฌธ์„ ์˜์œ„ํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ, ์‚ผ์„ฑ์ „์ž๋ฅผ ์ตœ๋Œ€์ฃผ์ฃผ ๋ฐ ์ฃผ์š” ๋งค์ถœ์ฒ˜๋กœ ๋‘๊ณ  ์žˆ์Œ
  • ๋ฆฌ๋น„์•ˆ : ๋ฆฌ๋น„์•ˆ์˜ ์ „๊ธฐ ํ”ฝ์—…ํŠธ๋Ÿญ โ€˜R1Tโ€™์™€ ์Šคํฌ์ธ ์œ ํ‹ธ๋ฆฌํ‹ฐ์ฐจ๋Ÿ‰(SUV) โ€˜R1Sโ€™์— ์›ํ†ตํ˜• ๋ฐฐํ„ฐ๋ฆฌ๋ฅผ ๊ณต๊ธ‰ํ•˜๋Š” ๊ธฐ์—…
  • LCD ๋ถ€ํ’ˆ/์†Œ์žฌ : ์ „์ž ์žฌ๋ฃŒ ์‚ฌ์—… ๋ถ€๋ฌธ์—์„œ ๋””์Šคํ”Œ๋ ˆ์ด์— ์‚ฌ์šฉ๋˜๋Š” EMC, ํŽธ๊ด‘ ํ•„๋ฆ„, CR ๋“ฑ ๋””์Šคํ”Œ๋ ˆ์ด ๊ด€๋ จ ์†Œ์žฌ๋ฅผ ์ƒ์‚ฐํ•˜๋Š” ๊ธฐ์—…
  • ESS : ์—๋„ˆ์ง€ ์†”๋ฃจ์…˜ ์‚ฌ์—… ๋ถ€๋ฌธ์—์„œ ์ „๋ ฅ ์ €์žฅ ์žฅ์น˜(ESS) ์‚ฌ์—… ์˜์œ„ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ์ฃผํƒ์šฉ์ธ kWh๊ธ‰๋ถ€ํ„ฐ ์‚ฐ์—…์šฉ MWh๊ธ‰๊นŒ์ง€ ๊ด‘๋ฒ”์œ„ํ•œ ์šฉ๋Ÿ‰๊ณผ ๊ทœ๊ฒฉ์˜ ๋ฆฌํŠฌ-์ด์˜จ ๋ฐฐํ„ฐ๋ฆฌ ์‹œ์Šคํ…œ์„ ์ƒ์‚ฐ/ํŒ๋งค
  • 2์ฐจ์ „์ง€-์ƒ์‚ฐ์„ค๋น„ : 2์ฐจ ์ „์ง€์˜ ๋ชจ๋“  ๋ถ€๋ถ„์˜ ์ƒ์‚ฐ ๋ฐ ํŒ๋งค๋ฅผ ํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ ๊ทธ ์™ธ์—๋„ ๋””์Šคํ”Œ๋ ˆ์ด ์†Œ์žฌ์™€ ๋ฐ˜๋„์ฒด ์†Œ์žฌ ๋“ฑ ์—ฌ๋Ÿฌ ๋ถ„์•ผ๋ฅผ ์ œ์กฐ ๋ฐ ํŒ๋งค
  • ์ „๊ณ ์ฒด๋ฐฐํ„ฐ๋ฆฌ : ๊ธ€๋กœ๋ฒŒ ์—๋„ˆ์ง€ ์†”๋ฃจ์…˜ ์‚ฌ์—…์„ ํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ ์ค‘, ๋Œ€ํ˜• ์ „์ง€ ๋“ฑ์„ ์ƒ์‚ฐํ•ด ํŒ๋งคํ•˜๊ณ  ์žˆ์Œ
  • ์ „๊ธฐ์ž์ „๊ฑฐ : ์ „๊ธฐ์ž์ „๊ฑฐ์šฉ ๋ฆฌํŠฌ์ด์˜จ ์ „์ง€๋ฅผ ์ƒ์‚ฐ/ํŒ๋งคํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ์ „๊ธฐ์ž์ „๊ฑฐ ์—…์ฒด์ธ ์•Œํ†ค์Šคํฌ์ธ  ๋“ฑ์— ์ „๊ธฐ์ž์ „๊ฑฐ์šฉ ๋ฐฐํ„ฐ๋ฆฌ๋ฅผ ๊ณต๊ธ‰ํ•˜๊ณ  ์žˆ์Œ
  • ์žฌ์ƒ์—๋„ˆ์ง€ : ๋ฐฐํ„ฐ๋ฆฌ ์…€ 3์‚ฌ ์ค‘ ํ•˜๋‚˜๋กœ ์ „๊ธฐ์ฐจ ๋ฐ ESS์šฉ ๋ฐฐํ„ฐ๋ฆฌ ์ œ์กฐํ•˜๋ฉฐ, ์—๋„ˆ์ง€ ์†”๋ฃจ์…˜ ์‚ฌ์—… ๋ถ€๋ฌธ์—์„œ ์ „๋ ฅ์ €์žฅ์žฅ์น˜ ์‚ฌ์—…์„ ์˜์œ„ํ•˜๋Š” ๊ธฐ์—…

์‚ผ์„ฑSDI ํšŒ์‚ฌ ์ •๋ณด

์‹œ์žฅ ์‹œ๊ฐ€์ด์•ก ๊ธฐ์—…์ˆœ์œ„ ์ฃผ์‹์ˆ˜ ์™ธ๊ตญ์ธ ๋น„์ค‘ ์‚ฐ์—…๊ตฐ ์„ธ๋ถ€ ์‚ฐ์—…๊ตฐ 52์ฃผ ์ตœ๊ณ  52์ฃผ ์ตœ์ €
kospi 494,795์–ต 17์œ„ 80,585,530 25.44% ๊ฑด์„ค/์ธํ”„๋ผ ์ „๊ธฐ์žฅ๋น„ 723,000 157,700

์‚ผ์„ฑSDI ๊ธฐ์—… ๊ฐœ์š”

์‚ผ์„ฑSDI๋Š” 1970๋…„ ์„ค๋ฆฝ๋œ ๊ธฐ์—…์œผ๋กœ ์†Œํ˜•์ „์ง€, 2์ฐจ์ „์ง€, ๋ฐ˜๋„์ฒด ๋ฐ ๋””์Šคํ”Œ๋ ˆ์ด ์†Œ์žฌ ์ œ์กฐยทํŒ๋งค์—…์„ ์˜์œ„ํ•˜๊ณ  ์žˆ๋‹ค. ์ฃผ์š” ์ข…์†๊ธฐ์—…์€ ์—์Šคํ‹ฐ์— , SAMSUNG SDI BATTERY SYSTEMS GMBH, ์—์Šค๋””ํ”Œ๋ ‰์Šค ๋“ฑ์ด ์žˆ๋‹ค. ์ฃผ์š” ๋งค์ถœ์€ ์ „์ง€๋ฅผ ์ƒ์‚ฐํ•˜๋Š” ์—๋‹ˆ์ง€ ์†”๋ฃจ์…˜ ์‚ฌ์—… ๋ถ€๋ฌธ์—์„œ ๋ฐœ์ƒํ•˜๊ณ  ์žˆ๋‹ค. ์—๋„ˆ์ง€ ์†”๋ฃจ์…˜ ์‚ฌ์—…์„ ์ค‘์‹ฌ์œผ๋กœ ์‹œ์„คํˆฌ์ž๋ฅผ ๊ณ„ํš ์ค‘์ด๋ฉฐ, ์›๊ฐ€ ๊ฒฝ์Ÿ๋ ฅ ํ™•๋ณด๋ฅผ ์œ„ํ•œ ํ™œ๋™๋„ ์ง€์†์ ์œผ๋กœ ์ˆ˜ํ–‰ํ•˜๊ณ  ์žˆ๋‹ค.

์‚ผ์„ฑSDI AI์˜ˆ์ธก

AI์˜ˆ์ธก๊ธฐ๋Š” ์‚ผ์„ฑSDI์„ ๊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.

์‚ผ์„ฑSDI ์ง€ํ‘œ๋ถ„์„

์ˆ˜์ต๋ฅ  1์œ„ ๋งค๋งค์ „๋žต์€ ์‚ผ์„ฑSDI์„ ๋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‹  ์‚ผ์„ฑSDI ๊ด€๋ จ ๋‰ด์Šค

[๋ฒ ์ŠคํŠธ๋ฆฌํฌํŠธ] ๋จธ๋‹ˆํˆฌ๋ฐ์ด ์ฆ๊ถŒ๋ถ€๊ฐ€ ์„ ์ •ํ•œ 5์›” ๋‘˜์งธ ์ฃผ(11์ผ~15์ผ) ๋ฒ ์ŠคํŠธ๋ฆฌํฌํŠธ๋Š” ์ด 3๊ฑด์ž…๋‹ˆ๋‹ค. โ–ณ์ด์€ํƒ KB์ฆ๊ถŒ ์—ฐ๊ตฌ์›์˜ '์ฝ”์Šคํ”ผ 10,500: ์ฒœ์žฅ์€ ์—ด๋ ค ์žˆ๋‹ค'โ–ณ์ •๊ฒฝํฌ LS์ฆ๊ถŒ ์—ฐ๊ตฌ์›์˜ '๊ธฐ์šธ์–ด์ง€๊ณ  ์žˆ๋Š” ์šด๋™์žฅ: EV(์ „๊ธฐ์ฐจ)์—์„œ ESS(์—๋„ˆ์ง€์ €์žฅ์žฅ์น˜), ํผํŒฉํ„ฐ, Chemistry(ํ™”ํ•™)๊นŒ์ง€ ๋‚œํ•ญ ์ฆ' โ–ณ์—„๋ฏผ์šฉยท์œค์„ํ˜„ ์‹ ํ•œํˆฌ์ž์ฆ๊ถŒ ์—ฐ๊ตฌ์›์˜ 'ํƒ‘ํ”ฝ์ธ ์ด์œ (์•Œํ…Œ์˜ค์  )' ๋“ฑ ์ž…๋‹ˆ๋‹ค. โ”"์ฝ”์Šคํ”ผ, ์˜ฌํ•ด 7500ํฌ์ธํŠธ ๋„˜์–ด 1๋งŒ500ํฌ์ธํŠธ๊นŒ์ง€ ๊ฐ„๋‹ค"โ”์ด์€ํƒ KB์ฆ๊ถŒ ์—ฐ๊ตฌ์›์€ ์ง€๋‚œ 14์ผ ์˜ฌํ•ด ์ฝ”์Šคํ”ผ ๋ชฉํ‘œ ์ง€์ˆ˜๋ฅผ 7500ํฌ์ธํŠธ์—์„œ 1๋งŒ500ํฌ์ธํŠธ๋กœ ์ƒํ–ฅํ–ˆ์Šต๋‹ˆ๋‹ค. AI(์ธ๊ณต์ง€๋Šฅ) ํˆฌ์ž ํ™•๋Œ€๋กœ AI ๊ด€๋ จ ์—…์ข…๋“ค์˜ ์‹ค์  ์ „๋ง์น˜๋ฅผ ๋†’์ธ ๊ฒŒ ๋ชฉํ‘œ ์ง€์ˆ˜๋ฅผ 40% ์ƒํ–ฅํ•œ ๊ทผ๊ฑฐ์ž…๋‹ˆ๋‹ค. ์ด ์—ฐ๊ตฌ์›์€ ๋ฒ„๋ธ” ๋ถ•๊ดด์— ๋Œ€ํ•œ ์˜๊ฒฌ๋„ ๋ฐํ˜”์Šต๋‹ˆ๋‹ค. ๊ฒฝ๊ธฐ ์‚ฌ์ดํด ๋ถ•๊ดด์™€ ๊ธˆ๋ฆฌ ๊ธ‰๋“ฑ ์ค‘ ํ•˜๋‚˜๋ผ๋„ ์‹ ํ˜ธ๊ฐ€ ๋‚˜์™€์•ผ ์ฆ์‹œ ๋ž ๋ฆฌ๊ฐ€ ๋ฉˆ์ถ”์ง€๋งŒ ์•ฝ 3~6๊ฐœ์›” ์ด๋‚ด์— ๋‚˜ํƒ€๋‚  ๊ฐ€๋Šฅ์„ฑ์€ ๋†’์ง€ ์•Š๋‹ค๊ณ  ์ „๋งํ–ˆ์Šต๋‹ˆ๋‹ค....

์‚ผ์„ฑSDI๊ฐ€ ์˜ฌํ•ด 1๋ถ„๊ธฐ ์‹œ์„คํˆฌ์ž์™€ ์—ฐ๊ตฌ๊ฐœ๋ฐœ์— '1์กฐ์› ์ด์ƒ'์„ ํˆฌ์ž…ํ–ˆ๋‹ค. ์ „๊ธฐ์ฐจ ์บ์ฆ˜์— ๋”ฐ๋ฅธ ๋ฐฐํ„ฐ๋ฆฌ ์—…ํ™ฉ ๋‘”ํ™” ์†์—์„œ๋„ ๋ฏธ๋ž˜ ํˆฌ์ž ๊ธฐ์กฐ๋ฅผ ์ด์–ด๊ฐ€๊ณ  ์žˆ๋‹ค. ์‹œ์žฅ ์นจ์ฒด๋ฅผ ๋ฐ˜์˜ํ•ด ์‹œ์„ค ํˆฌ์ž ์†๋„๋Š” ๋‹ค์†Œ ์กฐ์ ˆํ–ˆ์ง€๋งŒ, ์ฐจ์„ธ๋Œ€ ๋ฐฐํ„ฐ๋ฆฌ ์ฃผ๋„๊ถŒ ํ™•๋ณด๋ฅผ ์œ„ํ•ด ์—ฐ๊ตฌ๊ฐœ๋ฐœ ํˆฌ์ž๋ฅผ ํ™•๋Œ€ํ•˜๋Š” ์ „๋žต์œผ๋กœ ํ’€์ด๋œ๋‹ค.17์ผ ์‚ผ์„ฑSDI์˜ 1๋ถ„๊ธฐ ๋ณด๊ณ ์„œ์— ๋”ฐ๋ฅด๋ฉด ์‚ผ์„ฑSDI๋Š” ์˜ฌํ•ด 1๋ถ„๊ธฐ '์—ฐ๊ตฌ๊ฐœ๋ฐœ(R&D)'๊ณผ '์‹œ์„คํˆฌ์ž(CapEx)'์— ์ด 1์กฐ243์–ต์›์„ ํˆฌ์ž…ํ–ˆ๋‹ค. ๋‹ค..

์ฝ”์Šคํ”ผ๊ฐ€ ์‚ฌ์ƒ ์ฒ˜์Œ์œผ๋กœ ์žฅ์ค‘ 8000์„ ์„ ๋„˜๋Š” ๋“ฑ ์ฆ์‹œ ๊ฐ•์„ธ๊ฐ€ ์ด์–ด์ง€๋ฉด์„œ ์ฃผ๊ฐ€๊ฐ€ 100๋งŒ์›์„ ๋„˜๋Š” ์ด๋ฅธ๋ฐ” 'ํ™ฉ์ œ์ฃผ'๊ฐ€ 11๊ฐœ๋กœ ๋Š˜์—ˆ๋‹ค. ์ด๋Š” ์ฝ”์Šคํ”ผ ์—ญ๋Œ€ ์ตœ๋Œ€ ์ˆ˜์ค€์ด๋‹ค. 17์ผ ํ•œ๊ตญ๊ฑฐ๋ž˜์†Œ์— ๋”ฐ๋ฅด๋ฉด ์ง€๋‚œ 15์ผ ๊ธฐ์ค€ ์œ ๊ฐ€์ฆ๊ถŒ์‹œ์žฅ์—์„œ ์ฃผ๊ฐ€๊ฐ€ 100๋งŒ์›์„ ๋„˜๋Š” ์ข…๋ชฉ์€ ์ด 11๊ฐœ์˜€๋‹ค. ๊ตฌ์ฒด์ ์œผ๋กœ โ–ฒํšจ์„ฑ์ค‘๊ณต์—… 374๋งŒ5000์› โ–ฒSKํ•˜์ด๋‹‰์Šค 181๋งŒ9000์› โ–ฒ๋‘์‚ฐ 161๋งŒ4000์› โ–ฒ์‚ผ์–‘์‹ํ’ˆ 144๋งŒ4000์› โ–ฒ๊ณ ๋ ค์•„์—ฐ 142๋งŒ6000์› โ–ฒ์‚ผ์„ฑ๋ฐ”์ด์˜ค๋กœ์ง์Šค

์ฝ”์Šคํ”ผ๊ฐ€ ์žฅ์ค‘ 8000 ํฌ์ธํŠธ๋ฅผ ์ฐ์œผ๋ฉฐ ์‚ฌ์žฅ ์ตœ๊ณ ์น˜ ๋ž ๋ฆฌ๋ฅผ ์ด์–ด๊ฐ€๋ฉด์„œ ์ฃผ๊ฐ€๊ฐ€ 100๋งŒ ์›์„ ๋„˜๋Š” ์†Œ์œ„ 'ํ™ฉ์ œ์ฃผ'๊ฐ€ ์—ญ๋Œ€ ์ตœ๋Œ€ ์ˆ˜์ค€์œผ๋กœ ๋Š˜์–ด๋‚œ ๊ฒƒ์œผ๋กœ ๋‚˜ํƒ€๋‚ฌ๋‹ค. 17์ผ ํ•œ๊ตญ๊ฑฐ๋ž˜์†Œ์— ๋”ฐ๋ฅด๋ฉด ์ง€๋‚œ 15์ผ ๊ธฐ์ค€ ์ฝ”์Šคํ”ผ ์ƒ์žฅ์‚ฌ ๊ฐ€์šด๋ฐ ์ฃผ๊ฐ€๊ฐ€ 100๋งŒ ์›์„ ๋„˜๋Š” ์ข…๋ชฉ์€ ์ด 11๊ฐœ๋กœ ์ง‘๊ณ„๋๋‹ค. ์ด๋Š” ์ฝ”์Šคํ”ผ ํ™ฉ์ œ์ฃผ ์ˆ˜ ๊ธฐ์ค€์œผ๋กœ ์—ญ๋Œ€ ๊ฐ€์žฅ ๋งŽ์€ ์ˆ˜์น˜๋‹ค. ํšจ์„ฑ์ค‘๊ณต์—…(374๋งŒ5์ฒœ์›), SKํ•˜์ด๋‹‰์Šค(181๋งŒ9์ฒœ์›), ๋‘์‚ฐ(161๋งŒ4์ฒœ์›), ์‚ผ์–‘์‹ํ’ˆ(144๋งŒ4์ฒœ์›), ๊ณ ๋ ค์•„์—ฐ(142๋งŒ6์ฒœ์›), ์‚ผ์„ฑ๋ฐ”์ด์˜ค๋กœ์ง์Šค(141๋งŒ9์ฒœ์›), ํ•œํ™”์—์–ด๋กœ์ŠคํŽ˜์ด์Šค(121๋งŒ6์ฒœ์›), HDํ˜„๋Œ€์ผ๋ ‰ํŠธ๋ฆญ(117๋งŒ9์ฒœ์›), SK์Šคํ€˜์–ด(109๋งŒ8์ฒœ์›), ํƒœ๊ด‘์‚ฐ์—…(101๋งŒ1์ฒœ์›), ์‚ผ์„ฑ์ „๊ธฐ(101๋งŒ์›)๊ฐ€ ํ˜„์žฌ 100๋งŒ์›์„ ์›ƒ๋ˆ ์ƒํƒœ๋‹ค. ์ด๋‹ฌ ์ฝ”์Šคํ”ผ๊ฐ€ ์‚ฌ์ƒ ์ฒ˜์Œ 8์ฒœ์„ ์„ ๋ŒํŒŒํ•˜๋Š” ๋“ฑ ๊ณ ๊ณตํ–‰์ง„ํ•˜๋ฉด์„œ ์ด๋‹ฌ ๋“ค์–ด์„œ๋งŒ 2๊ฐœ ์ข…๋ชฉ์ด ํ™ฉ์ œ์ฃผ์— ์ž…์„ฑํ–ˆ๋‹ค. ์•ž์„œ ์ฝ”์Šคํ”ผ๋Š” ์ง€๋‚œ 6์ผ ์‚ฌ์ƒ ์ฒ˜์Œ 7์ฒœ์„ ์„ ๋„˜์–ด์„  ๋ฐ ์ด์–ด 7๊ฑฐ๋ž˜์ผ ๋งŒ์ธ ์ง€๋‚œ 15์ผ ์žฅ์ค‘ 8์ฒœ์„  ๊ณ ์ง€๋ฅผ ๋„˜๊ฒผ๋‹ค. ์‚ผ์„ฑ์ „๊ธฐ๋Š” ์ง€๋‚œ 13์ผ 102๋งŒ9์ฒœ์›์— ์žฅ์„ ๋งˆ์น˜๋ฉฐ 'ํ™ฉ์ œ์ฃผ'์— ๋“ฑ๊ทนํ–ˆ๋‹ค. ์ง€๋‚œ๋‹ฌ ๋ง 83๋งŒ2000์›์ด๋˜ ์ฃผ๊ฐ€๋Š” ์ด๋‹ฌ ๋“ค์–ด์„œ๋งŒ 24% ๊ธ‰๋“ฑํ–ˆ๋‹ค. 1๋ถ„๊ธฐ ์‹ค์ ์ด ๊ธฐ๋Œ€์น˜๋ฅผ ์›ƒ๋ˆ ๊ฐ€์šด๋ฐ ์ธ๊ณต์ง€๋Šฅ(AI) ์„œ๋ฒ„์šฉ ์ ์ธต์„ธ๋ผ๋ฏน์ฝ˜๋ด์„œ(MLCC) ์ˆ˜์š” ๊ธ‰์ฆ ์ „๋ง์— ์‹ค์  ๊ฐœ์„  ๊ธฐ๋Œ€๊ฐ์ด ์ปค์ง„ ์˜ํ–ฅ์ด๋‹ค. SKํ•˜์ด๋‹‰์Šค ์ตœ๋Œ€์ฃผ์ฃผ์ธ SK์Šคํ€˜์–ด๋„ ์ด๋‹ฌ 6์ผ 108๋งŒ9์ฒœ์›์— ๊ฑฐ๋ž˜๋ฅผ ๋งˆ์น˜๋ฉฐ 'ํ™ฉ์ œ์ฃผ'์— ์˜ฌ๋ž๋‹ค. ๋ฐ˜๋„์ฒด ์—…ํ™ฉ ํ˜ธ์กฐ ์ง€์† ๊ธฐ๋Œ€๊ฐ์— SKํ•˜์ด๋‹‰์Šค ์ฃผ๊ฐ€๊ฐ€ ๊ธ‰๋“ฑํ•˜๋ฉด์„œ ๋ฉ๋‹ฌ์•„ ๋งค์ˆ˜์„ธ๊ฐ€ ๋ชฐ๋ ธ๋‹ค. ์ตœ๊ทผ ์ฆ์‹œ๊ฐ€ ์‚ฌ์ƒ ์ตœ๊ณ ์น˜๋ฅผ ์—ฐ์ผ ๊ฒฝ์‹ ํ•˜๋ฉด์„œ ํ–ฅํ›„ ํ™ฉ์ œ์ฃผ ํ›„๋ณด๊ตฐ์—๋„ ๊ด€์‹ฌ์ด ์ ๋ฆฐ๋‹ค. ํ˜„์žฌ ์ฝ”์Šคํ”ผ ์‹œ์žฅ์—์„œ ์ข…๊ฐ€ ๊ธฐ์ค€ 100๋งŒ ์›์— ๊ฐ€์žฅ ๊ทผ์ ‘ํ•œ ์ข…๋ชฉ์€ LIG๋””ํŽœ์Šค์•ค์—์–ด๋กœ์ŠคํŽ˜์ด์Šค๋กœ, ์ง€๋‚œ 15์ผ ์ข…๊ฐ€๋Š” 83๋งŒ4000์›์ด๋‹ค. ์ฆ๊ถŒ๊ฐ€์—์„œ๋Š” ์ด๋ž€ ์ „์Ÿ์œผ๋กœ ์ฒœ๊ถ-II ๋“ฑ ๋ฏธ์‚ฌ์ผ ์ˆ˜์š”๊ฐ€ ๊ธ‰์ฆํ•œ ๊ฐ€์šด๋ฐ ์‹ค์  ๊ฐœ์„ ์— ๋Œ€ํ•œ ๊ธฐ๋Œ€๊ฐ์„ ๋‚ด๋น„์น˜๋Š” ๋ถ„์œ„๊ธฐ๋‹ค. ๊ธˆ์œต์ •๋ณด์—…์ฒด ์—ํ”„์—”๊ฐ€์ด๋“œ์— ๋”ฐ๋ฅด๋ฉด ํ˜„์žฌ ์ฆ๊ถŒ๊ฐ€๊ฐ€ ์ œ์‹œํ•œ LIG๋””ํŽœ์Šค์•ค์—์–ด๋กœ์ŠคํŽ˜์ด์Šค์˜ ํ‰๊ท  ๋ชฉํ‘œ์ฃผ๊ฐ€๋Š” 107๋งŒ8824์›์œผ๋กœ ์ง์ „(83๋งŒ5588์›) ๋Œ€๋น„ 29% ์ƒํ–ฅ๋๋‹ค. LG์ด๋…ธํ… ์ฃผ๊ฐ€๋„ 73๋งŒ2์ฒœ์›์œผ๋กœ LIG๋””ํŽœ์Šค์•ค์—์–ด๋กœ์ŠคํŽ˜์ด์Šค ๋‹ค์Œ์œผ๋กœ ์ฃผ๊ฐ€๊ฐ€ ๋†’์•„ ์ถ”๊ฐ€ ์ƒ์Šน์ด ๊ฐ€๋Šฅํ• ์ง€ ์ฃผ๋ชฉ๋œ๋‹ค. ์ฆ๊ถŒ๊ฐ€์—์„œ๋Š” ๋ถ๋ฏธ ๊ณ ๊ฐ์‚ฌ ์ฆ์‚ฐ ๋“ฑ์— ์‹ค์  ๊ฐœ์„ ์ด ๊ธฐ๋Œ€๋œ๋‹ค๋ฉฐ LG์ด๋…ธํ…์˜ ๋ชฉํ‘œ๊ฐ€๋ฅผ ์ตœ๋Œ€ 100๋งŒ ์›๊นŒ์ง€ ์˜ฌ๋ ค์žก์€ ์ƒํƒœ๋‹ค. ํ˜„๋Œ€์ฐจ๋„ ๋กœ๋ณดํ‹ฑ์Šค ์‚ฌ์—… ๊ธฐ๋Œ€๊ฐ์— ์ง€๋‚œ 15์ผ ์žฅ์ค‘ ์‚ฌ์ƒ ์ฒ˜์Œ 77๋งŒ ์›์„ ๋ŒํŒŒํ•˜๋Š” ๋“ฑ ์ƒ์Šน์„ธ๋ฅผ ๋ณด์ด๊ณ  ์žˆ์–ด ์ฃผ๋ชฉ๋œ๋‹ค. ์ตœ๊ทผ ์œ ์ง„ํˆฌ์ž์ฆ๊ถŒ์€ ํ˜„๋Œ€์ฐจ์˜ ๋ชฉํ‘œ๊ฐ€๋ฅผ 100๋งŒ ์›์œผ๋กœ ์ œ์‹œํ•˜๊ธฐ๋„ ํ–ˆ๋‹ค. ์ด๋ฐ–์— HDํ˜„๋Œ€์ค‘๊ณต์—…, ์‚ผ์„ฑSDI๋„ ์ฆ๊ถŒ๊ฐ€ ๋ชฉํ‘œ๊ฐ€๊ฐ€ ์ตœ๋Œ€ 100๋งŒ ์›์„ ์›ƒ๋Œ์•„ 'ํ™ฉ์ œ์ฃผ' ํ›„๋ณด๋กœ ๊ฑฐ๋ก ๋œ๋‹ค.

ํšจ์„ฑ์ค‘๊ณต์—… 374๋งŒ์› ๋…์ฃผโ€ฆSKํ•˜์ด๋‹‰์Šคยท๋‘์‚ฐยท์‚ผ์–‘์‹ํ’ˆ๋„ 100๋งŒ์› ํ›Œ์ฉLIG๋””ํŽœ์Šค์•ค์—์–ด๋กœ์ŠคํŽ˜์ด์ŠคยทLG์ด๋…ธํ…ยทํ˜„๋Œ€์ฐจ ์ฐจ๊ธฐ ํ›„๋ณด๊ตฐ ...

์‚ผ์„ฑSDI ๋งค์ถœ ์ •๋ณด

์‚ผ์„ฑSDI ์—ฐ๊ฐ„ ๋งค์ถœ ์ •๋ณด

๋‚ ์งœ ๋งค์ถœ์•ก ๋งค์ถœ์•ก ์ฆ๊ฐ€์œจ ์˜์—…์ด์ต ์˜์—…์ด์ต ์ฆ๊ฐ€์œจ ์ˆœ์ด์ต ์ˆœ์ด์ต ์ฆ๊ฐ€์œจ
2025.4Q 13,266,730,679,499 -20.04% -1,722,360,788,760 -574.08% -584,875,358,534 -201.63%
2024.4Q 16,592,248,884,388 -26.93% 363,304,463,263 -77.76% 575,512,415,979 -72.14%
2023.4Q 22,708,300,498,633 12.84% 1,633,368,964,768 -9.66% 2,066,046,562,201 1.31%
2022.4Q 20,124,070,000,000 48.48% 1,808,013,100,000 69.36% 2,039,361,400,000 63.10%

์‚ผ์„ฑSDI ๋ถ„๊ธฐ ๋งค์ถœ ์ •๋ณด

๋‚ ์งœ ๋งค์ถœ์•ก ๋งค์ถœ์•ก ์ฆ๊ฐ€์œจ ์˜์—…์ด์ต ์˜์—…์ด์ต ์ฆ๊ฐ€์œจ ์ˆœ์ด์ต ์ˆœ์ด์ต ์ฆ๊ฐ€์œจ
2025.4Q 3,858,686,247,404 26.44% -299,166,398,111 49.40% -207,849,433,586 -3769.46%
2025.3Q 3,051,820,635,180 -4.01% -591,288,808,607 -48.63% 5,664,301,476 103.40%
2025.2Q 3,179,406,065,745 0.08% -397,836,794,835 8.35% -166,735,071,101 22.79%
2025.1Q 3,176,817,731,170 3.29% -434,068,787,207 -38.15% -215,955,155,323 11.03%

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -156,854

๊ธฐ๊ด€: -68,507

์™ธ์ธ: 226,738

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -3,746,306

๊ธฐ๊ด€: 1,651,544

์™ธ์ธ: 2,196,301

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-05-15 -156,854 -68,507 226,738
2026-05-14 84,268 -39,861 -39,470
2026-05-13 37,207 -90,881 58,179
2026-05-12 184,921 -239,511 46,251
2026-05-11 -91,312 -60,859 164,316
2026-05-08 69,172 -31,115 -38,965
2026-05-07 -42,687 37,142 5,428
2026-05-06 47,087 -93,886 55,290
2026-05-04 131,221 -25,868 -104,348
2026-04-30 83,840 11,690 -93,593
2026-04-29 -283,997 77,900 200,785
2026-04-28 -346,579 173,593 180,793
2026-04-27 27,469 34,416 -62,692
2026-04-24 23,943 77,827 -103,421
2026-04-23 52,978 -59,452 7,290
2026-04-22 260,905 -10,062 -234,468
2026-04-21 -237,376 143,197 103,896
2026-04-20 -67,450 58,319 17,255
2026-04-17 -441,444 180,512 261,420
2026-04-16 -132,364 29,310 106,065
2026-04-15 -6,373 -6,781 16,325

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-05-15 -803,425 97,123 773,074
2026-05-14 -646,571 165,630 546,336
2026-05-13 -730,839 205,491 585,806
2026-05-12 -768,046 296,372 527,627
2026-05-11 -952,967 535,883 481,376
2026-05-08 -861,655 596,742 317,060
2026-05-07 -930,827 627,857 356,025
2026-05-06 -888,140 590,715 350,597
2026-05-04 -935,227 684,601 295,307
2026-04-30 -1,066,448 710,469 399,655
2026-04-29 -1,150,288 698,779 493,248
2026-04-28 -866,291 620,879 292,463
2026-04-27 -519,712 447,286 111,670
2026-04-24 -547,181 412,870 174,362
2026-04-23 -571,124 335,043 277,783
2026-04-22 -624,102 394,495 270,493
2026-04-21 -885,007 404,557 504,961
2026-04-20 -647,631 261,360 401,065
2026-04-17 -580,181 203,041 383,810
2026-04-16 -138,737 22,529 122,390
2026-04-15 -6,373 -6,781 16,325

์‚ผ์„ฑSDI ์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
42,255,338,580,919 44.22% 55.78%

์‚ผ์„ฑSDI ๋งค์ถœ ๊ตฌ์„ฑ

๊ตฌ์„ฑ ์š”์†Œ ๋น„์œจ
์†Œํ˜•์ „์ง€๋“ฑ [์—๋„ˆ์ง€์†”๋ฃจ์…˜] 90%
EMC๋“ฑ [์ „์ž์žฌ๋ฃŒ] 10%

์‚ผ์„ฑSDI ๊ณต๋งค๋„ ํ˜„ํ™ฉ

์ตœ๊ทผ ๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰: 120 (0.01%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 41,684 (0.05%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2026-05-15 614,000 120 0.01%
2026-05-14 636,000 36,523 3.36%
2026-05-13 634,000 54,266 3.97%
2026-05-12 629,000 81,696 3.62%
2026-05-11 684,000 20,628 1.37%
2026-05-08 678,000 9,800 1.29%
2026-05-07 694,000 9,425 0.95%
2026-05-06 698,000 19,089 1.33%
2026-05-04 705,000 22,541 1.90%
2026-04-30 695,000 14,651 0.97%
2026-04-29 712,000 22,350 1.00%
2026-04-28 680,000 24,985 0.94%
2026-04-27 635,000 14,893 1.12%
2026-04-24 641,000 27,767 1.93%
2026-04-23 630,000 24,782 1.11%
2026-04-22 659,000 47,711 1.55%
2026-04-21 645,000 98,084 2.02%
2026-04-20 538,000 26,046 1.70%
2026-04-17 513,000 43,355 2.04%
2026-04-16 478,500 11,427 1.90%
2026-04-15 471,000 121,310 12.71%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2026-05-13 634,000 41,684 0.05%
2026-05-12 629,000 36,433 0.05%
2026-05-11 684,000 68,727 0.09%
2026-05-08 678,000 78,187 0.10%
2026-05-07 694,000 83,148 0.10%
2026-05-06 698,000 59,420 0.07%
2026-05-04 705,000 2,057 0.00%
2026-04-30 695,000 43,345 0.05%
2026-04-29 712,000 55,639 0.07%
2026-04-28 680,000 29,134 0.04%
2026-04-27 635,000 64,239 0.08%
2026-04-24 641,000 9,560 0.01%
2026-04-23 630,000 21,667 0.03%
2026-04-22 659,000 30,433 0.04%
2026-04-21 645,000 79,081 0.10%
2026-04-20 538,000 115,167 0.14%
2026-04-17 513,000 29,663 0.04%
2026-04-16 478,500 173,809 0.22%
2026-04-15 471,000 181,402 0.23%
2026-04-14 470,500 236,097 0.29%
2026-04-13 477,500 229,486 0.28%

์‚ผ์„ฑSDI ์—…์ข… ๋‚ด ๋น„๊ต

์ „๊ธฐ์žฅ๋น„ ์—…์ข…(81๊ฐœ) ์—ฐ๊ฐ„ ๊ธฐ์ค€

ํ•ญ๋ชฉ ์‚ผ์„ฑSDI ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 512,523.971 47,549.05 2์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) -76.752 35.05 77์œ„
PBR 2.334 163,787.52 35์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) -3.152 -9.33 53์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 0.151 1.35 43์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) -12.983 -9.64 64์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) -4.409 -13.34 54์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 79.275 116.97 38์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 132,667.307 9,581.16 2์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) -17,223.608 293.46 81์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) -5,848.754 118.69 81์œ„