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€ 206,500 ์›
๋ณ€๋™๋Ÿ‰ โ–ผ 7,500 ์›
๋ณ€๋™๋ฅ  -3.50%
๊ธฐ์ค€ ์‹œ๊ฐ
๊ฑฐ๋ž˜ ๊ตฌ๋ถ„ ์žฅํ›„ ์‹œ๊ฐ„์™ธ ์ข…๊ฐ€
์‹œ์žฅ KOSPI
๊ฑฐ๋ž˜์†Œ KRX ยท NXT ๊ฑฐ๋ž˜ ๊ฐ€๋Šฅ
์‹œ๊ฐ€ 215,000 ์›
๊ณ ๊ฐ€ 215,500 ์›
์ €๊ฐ€ 202,000 ์›
52์ฃผ ๋ฒ”์œ„ 50,600 ์› ~ 335,000 ์›
๊ฑฐ๋ž˜๋Ÿ‰ 752,430
๊ฑฐ๋ž˜๋Œ€๊ธˆ 154,914,006,500 ์›
์‹œ๊ฐ€์ด์•ก 30์กฐ 9,750์–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
2026.08.03 180,000 192,000 175,200 188,400 890,344 166,906,273,250
2026.08.04 196,200 197,900 187,100 197,000 827,737 159,854,934,400
2026.08.05 207,500 214,500 203,500 212,000 652,833 137,209,626,500
2026.08.06 207,500 213,500 198,100 202,500 629,554 128,837,523,600
2026.08.07 206,000 206,500 192,300 201,000 696,613 138,045,135,950
2026.08.10 208,000 209,000 202,500 208,500 398,682 82,324,655,000
2026.08.11 206,000 207,000 199,700 203,000 334,361 67,650,321,750
2026.08.12 210,500 212,500 205,000 208,500 491,635 102,528,260,000
2026.08.13 215,000 221,000 210,000 214,000 702,414 150,723,802,750
2026.08.14 215,000 215,500 202,000 206,500 752,430 154,914,006,500

ํšŒ์‚ฌ ์ •๋ณด

๊ธฐ์—…์ˆœ์œ„ ์ฃผ์‹์ˆ˜ ์™ธ๊ตญ์ธ ๋น„์ค‘ ์‚ฐ์—…๊ตฐ ์„ธ๋ถ€ ์‚ฐ์—…๊ตฐ
KOSPI 24์œ„ 150,000,000 18.41% ๊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

์ฝ”์Šคํ”ผ๊ฐ€ ๋ฏธ๊ตญ ๋ฌผ๊ฐ€ ์ง€ํ‘œ ๋‘”ํ™”์— ๋”ฐ๋ฅธ ๊ธˆ๋ฆฌ ์ธ์ƒ ์šฐ๋ ค ์™„ํ™”์™€ ๋ฉ”๋ชจ๋ฆฌ ๋ฐ˜๋„์ฒด ์—…์ข… ํˆฌ์‹ฌ ํšŒ๋ณต์— ํž˜์ž…์–ด 5๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ƒ์Šน ๋งˆ...

์ฝ”์Šคํ”ผ ์ง€์ˆ˜๊ฐ€ ์—ฐ์ผ ์ƒ์Šน์„ธ๋ฅผ ๋‚˜ํƒ€๋‚ด๋ฉฐ ์žฅ ์ดˆ๋ฐ˜ 15๊ฑฐ๋ž˜์ผ ๋งŒ์— 7000์„ ์„ ํšŒ๋ณตํ–ˆ๋‹ค. ์™ธ๊ตญ์ธ์˜ ๊ฐ•๋ ฅํ•œ ๋งค์ˆ˜์„ธ๊ฐ€ ์ง€์ˆ˜ ์ƒ์Šน์„ ์ด๋„๋Š” ๋ชจ์Šต์ด๋‹ค. 14์ผ ์˜ค์ „ 9์‹œ51๋ถ„๊ป˜ ์ฝ”์Šคํ”ผ ์ง€์ˆ˜๋Š” ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ 121.49ํฌ์ธํŠธ(1.78%) ์˜ค๋ฅธ 6966.40์— ๊ฑฐ๋ž˜๋˜๊ณ  ์žˆ๋‹ค. ์ฝ”์Šคํ”ผ ์ง€์ˆ˜๋Š” ์žฅ ์ดˆ๋ฐ˜ ๊ธ‰๋“ฑํ•˜๋ฉฐ ํ•œ๋•Œ 7010.86๊นŒ์ง€ ์˜ฌ๋ž๋‹ค. ์ฝ”์Šคํ”ผ๊ฐ€ 7000์„ ์„ ๋„˜์–ด์„  ๊ฑด ์ง€๋‚œ๋‹ฌ 24์ผ ์ดํ›„ 15๊ฑฐ๋ž˜์ผ ๋งŒ์ด๋‹ค. ์™ธ๊ตญ์ธ๊ณผ ๊ฐœ์ธ์˜ ๋งค์ˆ˜์„ธ๊ฐ€ ์ง€์ˆ˜ ์ƒ์Šน์„ ๋’ท๋ฐ›์นจํ•˜๊ณ  ์žˆ๋Š”

LS์ผ๋ ‰ํŠธ๋ฆญ(LS ELECTRIC)์ด ์บ๋‚˜๋‹ค ๊ณต์ธ ์ธ์ •์‹œํ—˜์†Œ ์ž๊ฒฉ์„ ํ™•๋ณดํ•˜๋ฉฐ ๋ถ๋ฏธ ์ „๋ ฅ ์ธํ”„๋ผ ์‹œ์žฅ ๊ณต๋žต์— ์†๋„๋ฅผ ๋‚ธ๋‹ค. LS์ผ๋ ‰ํŠธ๋ฆญ์€ ์ตœ๊ทผ ์ž์‚ฌ ์ „๋ ฅ์‹œํ—˜๊ธฐ์ˆ ์›(PT&T)์ด ์บ๋‚˜๋‹ค ํ‘œ์ค€ํ˜‘ํšŒ(CSA)๋กœ๋ถ€ํ„ฐ WMTL(์ธ์ฆ๊ธฐ๊ด€ ์ž…ํšŒ) ์ธ์ •์‹œํ—˜์†Œ ์ž๊ฒฉ์„ ํš๋“ํ–ˆ๋‹ค๊ณ  13์ผ ๋ฐํ˜”๋‹ค. ์ด๋ฒˆ ์ธ์ •์‹œํ—˜์†Œ ์ž๊ฒฉ ํ™•๋ณด์— ๋”ฐ๋ผ LS์ผ๋ ‰ํŠธ๋ฆญ์€ CSA ์ž…ํšŒ ํ•˜์— PT&T์—์„œ ์ „๋ ฅ๊ธฐ๊ธฐ ์ œํ’ˆ์˜ ๊ทœ๊ฒฉ์‹œํ—˜์„ ์ง์ ‘ ์ˆ˜ํ–‰ํ•˜๊ณ , ํ•ด๋‹น ์‹œํ—˜ ๊ฒฐ๊ณผ๋ฅผ ๋ฐ”ํƒ•์œผ๋กœ CSA ์ธ์ฆ์„œ๋ฅผ

[์ธํฌ์Šคํƒ๋ฐ์ผ๋ฆฌ=์ด๋™ํฌ ์„ ์ž„๊ธฐ์ž] LS ELECTRIC(010120)์ด ์บ๋‚˜๋‹ค ๊ณต์ธ ์ธ์ •์‹œํ—˜์†Œ ์ž๊ฒฉ์„ ํ™•๋ณดํ•˜๋ฉฐ ๋ถ๋ฏธ ์‹œ์žฅ ๊ณต๋žต์— ์†๋„๋ฅผ ๋‚ธ๋‹ค.LS์ผ๋ ‰ํŠธ๋ฆญ์€ ์ตœ๊ทผ ์ž์‚ฌ ์ „๋ ฅ์‹œํ—˜๊ธฐ์ˆ ์›(PT&T)์ด ์บ๋‚˜๋‹ค ํ‘œ์ค€ํ˜‘ํšŒ(CSA)๋กœ๋ถ€ํ„ฐ WMTL(์ธ์ฆ๊ธฐ๊ด€ ์ž…ํšŒ) ์ธ์ •์‹œํ—˜์†Œ ์ž๊ฒฉ์„ ํ™•๋ณดํ–ˆ๋‹ค๊ณ  13์ผ ๋ฐํ˜”๋‹ค.์ด์— ๋”ฐ๋ผ LS์ผ๋ ‰ํŠธ๋ฆญ์€ CSA ์ž…ํšŒ ํ•˜์— PT&T์—์„œ ์ „๋ ฅ๊ธฐ๊ธฐ ์ œํ’ˆ์˜ ๊ทœ๊ฒฉ์‹œํ—˜์„ ์ง์ ‘ ์ˆ˜ํ–‰ํ•˜๊ณ , ํ•ด๋‹น ์‹œํ—˜ ๊ฒฐ๊ณผ๋ฅผ ๊ธฐ๋ฐ˜์œผ๋กœ CSA ์ธ์ฆ์„œ๋ฅผ ํ™•๋ณดํ•  ์ˆ˜ ์žˆ๊ฒŒ ๋๋‹ค.CSA๋Š” ์บ๋‚˜๋‹ค๋ฅผ ๋น„๋กฏํ•œ ๋ถ๋ฏธ ์‹œ์žฅ ์ง„์ž…์— ํ•„์ˆ˜์ ์ธ ์ œ3์ž ์‹œํ—˜ยท์ธ์ฆ ๊ธฐ๊ด€์ด๋‹ค. ๋ฏธ

[์ธํฌ์Šคํƒ๋ฐ์ผ๋ฆฌ=๋ฐ•์ƒ์ฒ  ๊ธฐ์ž]์ธํฌ์Šคํƒ๋ฐ์ผ๋ฆฌ๊ฐ€ ๋งค์ผ ์•„์นจ ์ „ ์„ธ๊ณ„ ํˆฌ์ž ์ •๋ณด๋ฅผ ๋‹ด์€ ๋‰ด์Šค๋ฅผ ๋ฐฐ๋‹ฌํ•ด๋“œ๋ฆฝ๋‹ˆ๋‹ค. ๋ฏธ๊ตญ์ฆ์‹œ ๋งˆ๊ฐ๊ณผ ์‹œ์žฅ ์ด์Šˆ, ์ฃผ๋ชฉํ• ๋งŒํ•œ ์ธ์‚ฌ์ดํŠธ๊ฐ€ ๋‹ด๊ธด ์ฃผ์š” ์™ธ์‹ , ๊ตญ๋‚ด ์‹œ์žฅ ์ข…๋ชฉ๋“ค์˜ ์‹œ์„ธ๋ฅผ ์›€์ง์ผ ๋‰ด์Šค ๋“ฑ์„ ์—„์„ ํ–ˆ์Šต๋‹ˆ๋‹ค. ์ฆ์‹œ ๊ฐœ์žฅ ์ „ ๋น ๋ฅด๊ฒŒ ๋ณ€ํ•˜๋Š” ์‹œ์žฅ ํ˜„ํ™ฉ์„ ์‚ดํŽด๋ณด๊ณ  ์ด๋ฅผ ํ†ตํ•ด ํˆฌ์ž์ „๋žต์„ ์ ๊ฒ€ํ•  ์ˆ˜ ์žˆ๋„๋ก ๋งˆ๋ จ๋œ ์ฝ”๋„ˆ์ž…๋‹ˆ๋‹ค.โ–  ๊ตญ๋‚ด์ฆ์‹œ์ฝ”์Šคํ”ผ์ง€์ˆ˜๋Š” 3.68% ์ƒ์Šนํ•œ 6579.04์— ๋งˆ๊ฐํ–ˆ๋‹ค.์ˆ˜๊ธ‰๋ณ„๋กœ๋Š” ์™ธ๊ตญ์ธ๊ณผ ๊ธฐ๊ด€์ด ๊ฐ๊ฐ 2์กฐ8429์–ต, 5276์–ต ์ˆœ๋งค์ˆ˜, ๊ฐœ์ธ์€ 3์กฐ1912์–ต ์ˆœ๋งค๋„ํ–ˆ๋‹ค. ์„ ๋ฌผ์‹œ์žฅ์—์„œ๋Š” ๋ฐ˜๋Œ€๋กœ ๊ฐœ์ธ์ด

์‹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%
2026.1Q ๋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%
2025.2Q ๋ถ„๊ธฐ (QoQ) 1,193,042,129,325 15.60%

์˜์—…์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%
2026.1Q ๋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%
2025.2Q ๋ถ„๊ธฐ (QoQ) 108,597,651,385 24.38%

์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%
2026.1Q ๋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%
2025.2Q ๋ถ„๊ธฐ (QoQ) 67,257,505,238 -0.14%

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: 265,246

๊ธฐ๊ด€: -221,042

์™ธ์ธ: -44,265

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: 2,011,552

๊ธฐ๊ด€: -2,241,263

์™ธ์ธ: 171,850

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-08-14 265,246 -221,042 -44,265
2026-08-13 -67,213 71,327 -5,723
2026-08-12 -86,532 2,162 88,555
2026-08-11 57,790 -64,570 6,952
2026-08-10 -67,497 30,704 46,711
2026-08-07 60,233 15,440 -86,303
2026-08-06 33,813 10,065 -45,870
2026-08-05 -155,418 69,712 85,172
2026-08-04 -91,133 36,162 57,619
2026-08-03 -67,412 25,230 45,875
2026-07-31 -262,835 133,585 134,400
2026-07-30 79,868 -82,591 5,968
2026-07-29 -201,320 -82,393 295,748
2026-07-28 231,374 -138,341 -96,039
2026-07-27 91,848 -8,079 -85,975
2026-07-24 298,764 -87,043 -220,397
2026-07-23 -212,313 126,569 74,574
2026-07-22 -69,757 24,488 43,862
2026-07-21 -104,907 68,805 38,666
2026-07-20 -10,460 5,485 4,870
2026-07-16 146,166 -93,542 -53,881

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-08-14 -131,695 -157,867 290,519
2026-08-13 -396,941 63,175 334,784
2026-08-12 -329,728 -8,152 340,507
2026-08-11 -243,196 -10,314 251,952
2026-08-10 -300,986 54,256 245,000
2026-08-07 -233,489 23,552 198,289
2026-08-06 -293,722 8,112 284,592
2026-08-05 -327,535 -1,953 330,462
2026-08-04 -172,117 -71,665 245,290
2026-08-03 -80,984 -107,827 187,671
2026-07-31 -13,572 -133,057 141,796
2026-07-30 249,263 -266,642 7,396
2026-07-29 169,395 -184,051 1,428
2026-07-28 370,715 -101,658 -294,320
2026-07-27 139,341 36,683 -198,281
2026-07-24 47,493 44,762 -112,306
2026-07-23 -251,271 131,805 108,091
2026-07-22 -38,958 5,236 33,517
2026-07-21 30,799 -19,252 -10,345
2026-07-20 135,706 -88,057 -49,011
2026-07-16 146,166 -93,542 -53,881

์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
5,361,875,565,139 60.20% 39.80%

๋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‰: 75,270 (6.4%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 1,150,798 (0.77%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2026-08-14 206,500 75,270 6.40%
2026-08-13 214,000 87,922 7.69%
2026-08-12 208,500 38,655 4.57%
2026-08-11 203,000 36,626 6.56%
2026-08-10 208,500 31,548 4.69%
2026-08-07 201,000 135,476 13.58%
2026-08-06 202,500 128,123 13.12%
2026-08-05 212,000 76,815 6.89%
2026-08-04 197,000 127,070 10.56%
2026-08-03 188,400 116,913 9.01%
2026-07-31 184,800 168,301 5.93%
2026-07-30 150,300 252,808 13.95%
2026-07-29 163,800 174,446 8.60%
2026-07-28 175,500 188,316 15.24%
2026-07-27 200,000 176,031 17.03%
2026-07-24 202,000 216,906 10.74%
2026-07-23 223,500 168,463 6.90%
2026-07-22 190,600 104,801 9.90%
2026-07-21 189,100 109,943 10.95%
2026-07-20 179,300 134,220 15.32%
2026-07-16 190,000 119,694 12.81%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2026-08-12 208,500 1,150,798 0.77%
2026-08-11 203,000 1,256,700 0.84%
2026-08-10 208,500 1,267,970 0.85%
2026-08-07 201,000 1,332,613 0.89%
2026-08-06 202,500 1,261,026 0.84%
2026-08-05 212,000 1,247,241 0.83%
2026-08-04 197,000 1,321,458 0.88%
2026-08-03 188,400 1,246,191 0.83%
2026-07-31 184,800 1,274,123 0.85%
2026-07-30 150,300 1,319,283 0.88%
2026-07-29 163,800 1,278,120 0.85%
2026-07-28 175,500 1,508,183 1.01%
2026-07-27 200,000 1,322,515 0.88%
2026-07-24 202,000 1,150,493 0.77%
2026-07-23 223,500 935,723 0.62%
2026-07-22 190,600 890,741 0.59%
2026-07-21 189,100 862,955 0.58%
2026-07-20 179,300 836,168 0.56%
2026-07-16 190,000 809,933 0.54%
2026-07-15 201,500 741,369 0.49%
2026-07-14 187,700 652,817 0.44%

์—…์ข… ๋‚ด ๋น„๊ต

์ „๊ธฐ์žฅ๋น„ ์—…์ข…(80๊ฐœ) ์—ฐ๊ฐ„ ๊ธฐ์ค€

ํ•ญ๋ชฉ ํ˜„์žฌ ์ข…๋ชฉ ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 321,000 34,445.11 3์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) 95.18 16.24 5์œ„
PBR 15.386 10.52 3์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) 14.667 -7.88 16์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 0.271 1.8 40์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 8.587 -4.74 18์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 5.724 -8.12 28์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 131.48 117.96 22์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 49,657.986 9,700.47 4์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) 4,264.071 298.96 4์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) 2,842.567 122.14 3์œ„