SKC ๋กœ๊ณ 

SKC (011790) ์ฃผ๊ฐ€ ๋ฐ ์ข…๋ชฉ ์ •๋ณด

SKC ์ฃผ๊ฐ€ ๋ฐ ํ•ต์‹ฌ ์ •๋ณด

ํ˜„์žฌ๊ฐ€ ๋ฐ ํ•ต์‹ฌ ํˆฌ์ž ์ •๋ณด
ํ•ญ๋ชฉ ๊ฐ’
ํ˜„์žฌ๊ฐ€ 83,900 ์›
๋ณ€๋™๋Ÿ‰ โ–ฒ 300 ์›
๋ณ€๋™๋ฅ  +0.36%
๊ธฐ์ค€ ์‹œ๊ฐ
๊ฑฐ๋ž˜ ๊ตฌ๋ถ„ ์žฅํ›„ ์‹œ๊ฐ„์™ธ ์ข…๊ฐ€
์‹œ์žฅ KOSPI
๊ฑฐ๋ž˜์†Œ KRX ยท NXT ๊ฑฐ๋ž˜ ๊ฐ€๋Šฅ
์‹œ๊ฐ€ 84,900 ์›
๊ณ ๊ฐ€ 85,400 ์›
์ €๊ฐ€ 82,000 ์›
52์ฃผ ๋ฒ”์œ„ 61,100 ์› ~ 184,400 ์›
๊ฑฐ๋ž˜๋Ÿ‰ 68,024
๊ฑฐ๋ž˜๋Œ€๊ธˆ 5,693,617,150 ์›
์‹œ๊ฐ€์ด์•ก 4์กฐ 1,612์–ต์›
PER -5.38๋ฐฐ
PBR 4.73๋ฐฐ
EPS -18,228.4009 ์›
์—…์ข… ํ™”ํ•™

์ผ๋ณ„ ์ฃผ๊ฐ€

๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€ ์ •๋ณด
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
2026.08.21 84,000 84,800 81,100 83,400 114,015 9,422,463,150
2026.08.24 82,700 85,900 82,600 85,100 97,392 8,202,180,250
2026.08.25 83,400 85,900 80,100 85,900 112,675 9,423,241,150
2026.08.26 85,600 89,900 84,500 88,300 125,176 10,915,050,500
2026.08.27 89,200 90,400 87,000 90,100 140,576 12,559,848,350
2026.08.28 90,000 92,000 88,800 91,300 94,626 8,572,153,100
2026.08.31 88,800 90,300 86,500 90,300 101,902 9,066,128,000
2026.09.01 88,600 91,300 88,200 88,700 83,678 7,467,881,650
2026.09.02 85,900 86,500 83,500 83,600 96,598 8,176,992,600
2026.09.03 84,900 85,400 82,000 83,900 68,024 5,693,617,150

ํšŒ์‚ฌ ์ •๋ณด

๊ธฐ์—…์ˆœ์œ„ ์ฃผ์‹์ˆ˜ ์™ธ๊ตญ์ธ ๋น„์ค‘ ์‚ฐ์—…๊ตฐ ์„ธ๋ถ€ ์‚ฐ์—…๊ตฐ
KOSPI 114์œ„ 49,598,298 11.23% ์†Œ์žฌ ํ™”ํ•™

๊ธฐ์—… ๊ฐœ์š”

SKC๋Š” 1973๋…„ ์„ค๋ฆฝ๋œ ๊ธฐ์—…์œผ๋กœ ์ผ€๋ฏธ์ปฌ ์ œํ’ˆ ๋ฐ ํ™”ํ•™์ œํ’ˆ ์ œ์กฐยทํŒ๋งค์—…์„ ์˜์œ„ํ•˜๊ณ  ์žˆ๋‹ค. ์ฃผ์š” ์ข…์†๊ธฐ์—…์€ SKC์†”๋ฏน์Šค, SKCํ•˜์ดํ…Œํฌ์•ค๋งˆ์ผ€ํŒ…, SKํ…”๋ ˆ์‹œ์Šค ๋“ฑ์ด ์žˆ๋‹ค. ์ฃผ์š” ๋งค์ถœ์€ ํด๋ฆฌ์—์Šคํ…Œ๋ฅธ ํ•„๋ฆ„ ํŒ๋งค์—์„œ ๋ฐœ์ƒํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ํ”„๋กœํ•„๋ Œ์˜ฅ์‚ฌ์ด๋“œ, ์ผ๋ฐ˜ ์‚ฐ์—…์žฌ ํŒ๋งค๊ฐ€ ๋’ค๋ฅผ ์ž‡๊ณ  ์žˆ๋‹ค.

๊ด€๋ จ ํ…Œ๋งˆ

  • ์ „๊ธฐ์ฐจ : ์ข…์†ํšŒ์‚ฌ ์—์Šค์ผ€์ด์”จ์—ํ”„ํ‹ฐํ™€๋”ฉ์Šค ์ฃผ์‹ํšŒ์‚ฌ ํ†ตํ•ด ์ „๊ธฐ์ฐจ ๋ฐฐํ„ฐ๋ฆฌ ํ•ต์‹ฌ์†Œ์žฌ์ธ ๋™๋ฐ•์„ ์ œ์กฐ ๋ฐ ํŒ๋งคํ•˜๋Š” KCFํ…Œํฌ๋†€๋กœ์ง€์Šค ์ง€๋ถ„์„ 100% ๋ณด์œ 
  • 2์ฐจ์ „์ง€ : ์ข…์†ํšŒ์‚ฌ ์—์Šค์ผ€์ด์”จ์—ํ”„ํ‹ฐํ™€๋”ฉ์Šค ์ฃผ์‹ํšŒ์‚ฌ ํ†ตํ•ด 2์ฐจ์ „์ง€ ์†Œ์žฌ์ธ ๋™๋ฐ•์„ ์ œ์กฐ ๋ฐ ํŒ๋งคํ•˜๋Š” KCFํ…Œํฌ๋†€๋กœ์ง€์Šค ์ง€๋ถ„์„ 100% ๋ณด์œ 
  • ํด๋”๋ธ”ํฐ : ์†Œ์žฌ ์ „๋ฌธ ๊ธฐ์—…์œผ๋กœ 17๋…„ 12์›” ๋””์Šคํ”Œ๋ ˆ์ด์šฉ CPI ํ•„๋ฆ„ ์ƒ์‚ฐ ๋ฐ ํŒ๋งค๋ฅผ ๋ชฉ์ ์œผ๋กœ ์‹ ๊ทœ ์‹œ์„ค ํˆฌ์ž ๊ฒฐ์ •์„ ํ–ˆ์œผ๋ฉฐ 2019๋…„ 10์›” SKC ์ถฉ๋ถ ์ง„์ฒœ ๊ณต์žฅ์— ํˆฌ๋ช… PIํ•„๋ฆ„ ์ƒ์‚ฐ ์„ค๋น„๋ฅผ ์ค€๊ณตํ•จ
  • 2์ฐจ์ „์ง€-์†Œ์žฌ๋ถ€ํ’ˆ : ์ข…์†ํšŒ์‚ฌ ์—์Šค์ผ€์ด์”จ์—ํ”„ํ‹ฐํ™€๋”ฉ์Šค ์ฃผ์‹ํšŒ์‚ฌ ํ†ตํ•ด 2์ฐจ์ „์ง€ ์†Œ์žฌ์ธ ๋™๋ฐ•์„ ์ œ์กฐ ๋ฐ ํŒ๋งคํ•˜๋Š” KCFํ…Œํฌ๋†€๋กœ์ง€์Šค ์ง€๋ถ„์„ 100% ๋ณด์œ 
  • ํ”Œ๋ ‰์„œ๋ธ” ๋””์Šคํ”Œ๋ ˆ์ด : LCD, ํƒœ์–‘ ์ „์ง€ ๋ถ€ํ’ˆ์œผ๋กœ ์‚ฌ์šฉ๋˜๋Š” PET ํ•„๋ฆ„ ๋“ฑ์„ ์ƒ์‚ฐ ๋ฐ ํŒ๋งคํ•˜๋Š” Industry ์†Œ์žฌ ์‚ฌ์—…์„ ํ•ต์‹ฌ ์‚ฌ์—…์œผ๋กœ ์˜์œ„ ์ค‘์ธ ๊ธฐ์—…์œผ๋กœ 2019๋…„ 10์›” ์ถฉ๋ถ ์ง„์ฒญ ๊ณต์žฅ์— ํˆฌ๋ช… PI ํ•„๋ฆ„ ์ƒ์‚ฐ ์„ค๋น„๋ฅผ ์ค€๊ณตํ–ˆ์Œ
  • ํ•ฉ์„ฑ์ˆ˜์ง€ : ํ”„๋กœํ•„๋ Œ ์˜ฅ์‚ฌ์ด๋“œ์™€ ํด๋ฆฌ์—์Šคํ…Œ๋ฆฌ ํ•„๋ฆ„์„ ์ƒ์‚ฐํ•˜๋Š” ์—…์ฒด๋กœ 2009๋…„ ์„ธ๊ณ„ ์ตœ์ดˆ๋กœ PLA ํ•„๋ฆ„ ์ƒ์šฉํ™”ํ•˜์˜€์œผ๋ฉฐ, ํƒœ์–‘๊ด‘ ๋ฐœ์ „ ํŒจ๋„ ํ•„๋ฆ„ ์†Œ์žฌ ๊ฐœ๋ฐœ์„ ์ง„ํ–‰ ์ค‘์ธ ๊ธฐ์—…
  • ์œ ๋ฆฌ๊ธฐํŒ : ๋ฏธ๊ตญ ์–ดํ”Œ๋ผ์ด๋“œ ๋จธํ‹ฐ์–ด๋ฆฌ์–ผ์ฆˆ์™€ ํ•ฉ์ž‘ํ•œ ์žํšŒ์‚ฌ ์•ฑ์†”๋ฆญ์Šค๋ฅผ ํ†ตํ•ด ์œ ๋ฆฌ๊ธฐํŒ ์‚ฌ์—…์„ ์ „๊ฐœํ•˜๋ฉฐ, ์„ธ๊ณ„ ์ตœ์ดˆ ์œ ๋ฆฌ๊ธฐํŒ ์–‘์‚ฐ ๊ณต์žฅ์„ ์„ค๋ฆฝํ•ด ์ฐจ์„ธ๋Œ€ ๊ณ ์„ฑ๋Šฅ ๋ฐ˜๋„์ฒด ๊ธฐํŒ์„ ์ƒ์‚ฐ ์ค‘์ธ ๊ธฐ์—…์œผ๋กœ ์ฃผ๋ชฉ๋ฐ›๊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

IBKํˆฌ์ž์ฆ๊ถŒ์€ ๊ตญ๋‚ด ํ™”ํ•™์—…์ฒด๋“ค์˜ ๋ฐ˜๋„์ฒด ์†Œ์žฌ ์‚ฌ์—… ํ™•๋Œ€๊ฐ€ ๋‹จ์ˆœํ•œ ์‹ ๊ทœ ์„ฑ์žฅ์‚ฌ์—… ์ถ”๊ฐ€๊ฐ€ ์•„๋‹ˆ๋ผ ์ „์‚ฌ ์ด์ต๊ตฌ์กฐ๋ฅผ ๋ฐ”๊พธ๋Š” ํฌ...

[ํŒŒ์ด๋‚ธ์…œ๋‰ด์Šค] ํ™”ํ•™์—…์ฒด๋“ค์ด ๋ฐ˜๋„์ฒด ์†Œ์žฌ ์‚ฌ์—…์„ ํ™•๋Œ€ํ•˜๋ฉด์„œ ๊ธฐ์—…๊ฐ€์น˜ ํ‰๊ฐ€ ๊ธฐ์ค€๋„ ๊ธฐ์กด ์ƒ์‚ฐ๋Ÿ‰๊ณผ ์ œํ’ˆ ์Šคํ”„๋ ˆ๋“œ์—์„œ ๊ณ ๊ฐ ์ธ์ฆ๊ณผ ์ˆ˜์œจ๋กœ ์ด๋™ํ•  ๊ฒƒ์ด๋ž€ ์ „๋ง์ด ๋‚˜์™”๋‹ค. ๋‹จ๊ธฐ ์‹ค์  ๊ฐ€์‹œ์„ฑ์€ OCI์™€ ๋กฏ๋ฐํ™”ํ•™๊ตฐ์ด, ์ค‘์žฅ๊ธฐ ์‚ฌ์—…๊ตฌ์กฐ ๋ณ€ํ™” ํญ์€ LGํ™”ํ•™๊ณผ SKC๊ฐ€ ์ƒ๋Œ€์ ์œผ๋กœ ํด ๊ฒƒ์œผ๋กœ ๊ด€์ธก๋๋‹ค. 3์ผ IBKํˆฌ์ž์ฆ๊ถŒ์€ ํ™”ํ•™์—…์ฒด์˜ ๋ฐ˜๋„์ฒด ์†Œ์žฌ ์‚ฌ์—… ํ™•๋Œ€๊ฐ€ ๋‹จ์ˆœํ•œ ์‹ ๊ทœ ์‚ฌ์—… ์ถ”๊ฐ€๊ฐ€ ์•„๋‹ˆ๋ผ ์ „์‚ฌ ์ด์ต๊ตฌ์กฐ๋ฅผ ๋ฐ”๊พธ๋Š” ํฌํŠธํด๋ฆฌ์˜ค ์ „ํ™˜์ด๋ผ๊ณ  ๋ถ„์„ํ–ˆ๋‹ค. ํŠนํžˆย ๋ฐ˜๋„์ฒด ์†Œ์žฌ๋Š” ํ’ˆ์งˆ๊ณผ ๊ณ ๊ฐ ์ธ์ฆ์ด ์ง„์ž…์žฅ๋ฒฝ์œผ๋กœ ์ž‘์šฉํ•ด ๊ณต๊ธ‰ ๊ด€๊ณ„๊ฐ€ ์žฅ๊ธฐ๊ฐ„ ์ด์–ด์งˆ ๊ฐ€๋Šฅ์„ฑ์ด ๋†’๋‹ค๋Š” ๋ถ„์„์ด๋‹ค. ์ผ๋ณธ ํ™”ํ•™์—…์ฒด ์ˆ˜์ต๊ตฌ์กฐ๊ฐ€ ๋น„๊ต ๊ธฐ์ค€์œผ๋กœ ์ œ์‹œ๋๋‹ค. ๋ ˆ์กฐ๋‚™์˜ ์ง€๋‚œํ•ด ๋ฐ˜๋„์ฒดยท์ „์ž์žฌ๋ฃŒ ๋งค์ถœ์€ 5063์–ต์—”์œผ๋กœ ์ „์‚ฌ ๋งค์ถœ์˜ 37.6%์˜€๋‹ค. ๋ฐ˜๋ฉด ์ด ๋ถ€๋ฌธ์˜ ์ฝ”์–ด ์˜์—…์ด์ต์€ 1084์–ต์—”์œผ๋กœ ์ „์‚ฌ ์ฝ”์–ด ์˜

์‹œ๊ฐ€์ด์•ก 1,2์œ„ ๋Œ€ํ˜• ๋ฐ˜๋„์ฒด ์ข…๋ชฉ์ธ ์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค์— ๊ทน์‹ฌํ•œ ๋‹จํƒ€๋งค๋งค ํ˜„์ƒ์ด ๋‚˜ํƒ€๋‚˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ์‹œ๊ฐ€์ด์•ก 1,200์กฐ์›์— ๋‹ฌํ•˜๋Š” SKํ•˜์ด๋‹‰์Šค์˜ ๊ฒฝ์šฐ ์ „์ฒด ์ฃผ์ฃผ์˜ 10%๊ฐ€ ๋งค์ผ ๋ฐ”๋€Œ๊ณ  ์žˆ๋Š” ๊ฒƒ์œผ๋กœ ํ™•์ธ๋์Šต๋‹ˆ๋‹ค. ์กฐ์˜ˆ๋ณ„ ๊ธฐ์ž์˜ ๋‹จ๋… ๋ณด๋„์ž…๋‹ˆ๋‹ค. ๊ตญ๋‚ด ์ฆ์‹œ๊ฐ€ ๋Œ€ํ˜• ๋ฐ˜๋„์ฒด์ฃผ๋ฅผ ์ค‘์‹ฌ์œผ๋กœ ํ•œ ๊ทนํ•œ ๋ณ€๋™์„ฑ ์–‘์ƒ์„ ๋ณด์ด๋ฉด์„œ ๋ฐ˜๋„์ฒด ๋Œ€ํ˜•์ฃผ์—๋„ ๋‹จ๊ธฐ ํˆฌ์ž ์ˆ˜์š”, ์†Œ์œ„ ๋‹จํƒ€ ๋งค๋งค๊ฐ€ ๋ชฐ๋ฆฌ๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ํ•œ๊ตญ๊ฒฝ์ œTV๊ฐ€ ์ฝ”์Šคํ”ผ200 ์ข…๋ชฉ์˜ ์›”๊ฐ„ ์ผํ‰๊ท  ํšŒ์ „์œจ์„ ์กฐ์‚ฌํ•œ ๊ฒฐ๊ณผ ์ด๋‹ฌ SKํ•˜์ด๋‹‰์Šค์˜ ์ผํ‰๊ท  ํšŒ์ „์œจ์€ 11.4%์— ๋‹ฌํ–ˆ์Šต๋‹ˆ๋‹ค. ํ•˜๋ฃจ์— ์ „์ฒด ์ฃผ์ฃผ์˜ 10% ์ด์ƒ์ด ๋ฐ”๋€Œ์—ˆ๋‹ค๋Š” ๋œป์ž…๋‹ˆ๋‹ค. 1๋…„ ์ „ ๊ฐ™์€ ๊ธฐ๊ฐ„(7.6%)๊ณผ ๋น„๊ตํ•ด 1.5๋ฐฐ ์ด์ƒ ๋Š˜์—ˆ์Šต๋‹ˆ๋‹ค. ํšŒ์ „์œจ์€ ์ „์ฒด ๋ฐœํ–‰์ฃผ์‹ ์ˆ˜ ๋Œ€๋น„ ๊ฑฐ๋ž˜๋œ ์ฃผ์‹์˜ ๋น„์œจ๋กœ, ์ฃผ์ฃผ๊ฐ€ ์–ผ๋งˆ๋‚˜ ์ž์ฃผ ๋ฐ”๋€Œ์—ˆ๋Š”์ง€๋ฅผ ๋ณด์—ฌ์ฃผ๋Š” ์ง€ํ‘œ์ž…๋‹ˆ๋‹ค.๋‹ค๋ฅธ ๋Œ€ํ˜•์ฃผ๋„ ์ƒํ™ฉ์€ ๋น„์Šทํ•ฉ๋‹ˆ๋‹ค. ์‹œ๊ฐ€์ด์•ก ์ƒ์œ„ 10๊ฐœ ์ข…๋ชฉ ์ค‘์—์„œ ๊ฐ€

ํ‚ค์›€ํˆฌ์ž์ž์‚ฐ์šด์šฉ์€ ๋‹ค์Œ๋‹ฌ(9์›”) 1์ผ ์‚ผ์„ฑยทSK๊ทธ๋ฃน ํ•ต์‹ฌ ๊ณ„์—ด์‚ฌ์— ํˆฌ์žํ•˜๋Š” 'KIWOOM ์‚ผ์„ฑSK๊ทธ๋ฃนTOP4+ ETF'๋ฅผ ์œ ๊ฐ€์ฆ๊ถŒ์‹œ์žฅ์— ์‹ ๊ทœ ์ƒ์žฅํ•œ๋‹ค๊ณ  31์ผ ๋ฐํ˜”๋‹ค.์ด ์ƒํ’ˆ์€ 'Akros ์‚ผ์„ฑSK๊ทธ๋ฃนTOP4+ ์ง€์ˆ˜'๋ฅผ ๊ธฐ์ดˆ์ง€์ˆ˜๋กœ ์ถ”์ข…ํ•˜๋ฉฐ, ์‚ผ์„ฑ๊ณผ SK ๊ธฐ์—…์ง‘๋‹จ ์†Œ์†ํšŒ์‚ฌ ๊ฐ€์šด๋ฐ ๊ฐ ๊ทธ๋ฃน์˜ ํ•ต์‹ฌ ์‚ฌ์—…๊ณผ ๊ด€๋ จ์„ฑ์ด ๋†’์€ 10๊ฐœ ์ข…๋ชฉ์— ํˆฌ์žํ•œ๋‹ค.๋งค๋…„ 6์›” ๋ง ๊ธฐ์ค€ ๊ฐ ๊ทธ๋ฃน์˜ ํ•ต์‹ฌ์‚ฌ์—… ์—…์ข…์„ ์„ ์ •ํ•˜๊ณ  ๊ณ„์—ด์‚ฌ๋ณ„ ๋ถ€๋ฌธ ๋งค์ถœ์„ ๋ถ„์„ํ•ด ํŽธ์ž… ์ข…๋ชฉ์„ ๊ฒฐ์ •ํ•œ๋‹ค. ๊ทธ๋ฃน๋ณ„ ์ƒ์œ„ 2๊ฐœ ์ข…๋ชฉ์—๋Š” ๊ฐ๊ฐ 25%, 15%๋ฅผ ๋ฐฐ๋ถ„ํ•˜๊ณ , ๋‚˜๋จธ์ง€ 6๊ฐœ ์ข…๋ชฉ์€ ์œ ๋™์‹œ๊ฐ€์ด์•ก ๊ฐ€์ค‘๋ฐฉ์‹์œผ๋กœ ์ข…๋ชฉ๋‹น ์ตœ๋Œ€ 10%๊นŒ์ง€ ํŽธ์ž…ํ•œ๋‹ค.ํฌํŠธํด๋ฆฌ์˜ค๋Š” ํฌ๊ฒŒ ์„ธ ์ถ•์œผ๋กœ ๊ทธ๋ฃน์˜ ํ•ต์‹ฌ ๋ฐ˜๋„์ฒด ๊ธฐ์—…์ธ ์‚ผ์„ฑ์ „์žยทSKํ•˜์ด๋‹‰์Šค, ์ด๋“ค ๊ธฐ์—…์˜ ์ง€๋ถ„์„ ๋ณด์œ ํ•œ ์‚ผ์„ฑ๋ฌผ์‚ฐยท์‚ผ์„ฑ์ƒ๋ช…ยทSKยทSK์Šคํ€˜์–ด, AI ๋ฐ˜๋„์ฒด ๋ฐธ๋ฅ˜์ฒด์ธ์˜ ํ•ต์‹ฌ ๊ณ„์—ด์‚ฌ์ธ ์‚ผ์„ฑ์ „๊ธฐยท์‚ผ์„ฑE&AยทSKCยทISC ๋“ฑ์ด๋‹ค.์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค๊ฐ€ ๋‚˜๋ž€ํžˆ ์—ญ๋Œ€๊ธ‰ ์ฃผ์ฃผํ™˜์› ์ •์ฑ…์„ ๋‚ด๋†“์€ ๊ฐ€์šด๋ฐ, ์‚ผ

ํ‚ค์›€ํˆฌ์ž์ž์‚ฐ์šด์šฉ์€ ์˜ค๋Š” 9์›”1์ผ ์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค๋ฅผ ์ค‘์‹ฌ์œผ๋กœ ์‚ผ์„ฑยทSK๊ทธ๋ฃน ํ•ต์‹ฌ ๊ณ„์—ด์‚ฌ์— ํˆฌ์žํ•˜๋Š” 'KIWOOM ์‚ผ์„ฑSK๊ทธ๋ฃนTOP4+ ETF'๋ฅผ ์œ ๊ฐ€์ฆ๊ถŒ์‹œ์žฅ์— ์‹ ๊ทœ ์ƒ์žฅํ•œ๋‹ค๊ณ  31์ผ ๋ฐํ˜”๋‹ค. ์ด ์ƒํ’ˆ์€ ์‚ผ์„ฑ ๋ฐ SK ๊ธฐ์—…์ง‘๋‹จ ์†Œ์†ํšŒ์‚ฌ ๊ฐ€์šด๋ฐ ๊ฐ ๊ทธ๋ฃน์˜ ํ•ต์‹ฌ ์‚ฌ์—…๊ณผ ๊ด€๋ จ์„ฑ์ด ๋†’์€ 10๊ฐœ ์ข…๋ชฉ์— ํˆฌ์žํ•œ๋‹ค. ๋งค๋…„ 6์›” ๋ง ๊ธฐ์ค€ ๊ฐ ๊ทธ๋ฃน์˜ ํ•ต์‹ฌ์‚ฌ์—… ์—…์ข…์„ ์„ ์ •ํ•˜๊ณ  ๊ณ„์—ด์‚ฌ๋ณ„ ๋ถ€๋ฌธ ๋งค์ถœ์„ ๋ถ„์„ํ•ด ํŽธ์ž… ์ข…๋ชฉ์„ ๊ฒฐ์ •ํ•œ๋‹ค. ๊ทธ๋ฃน๋ณ„ ์ƒ์œ„ 2๊ฐœ ์ข…๋ชฉ

์‹ค์ ํ˜„ํ™ฉ

๋งค์ถœ์•ก

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ๋งค์ถœ์•ก ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 1,840,036,441,822 6.88%
2024 ์—ฐ๊ฐ„ (YoY) 1,721,564,345,604 9.60%
2023 ์—ฐ๊ฐ„ (YoY) 1,570,751,580,937 -49.96%
2022 ์—ฐ๊ฐ„ (YoY) 3,138,910,200,000 -7.57%
2026.2Q ๋ถ„๊ธฐ (QoQ) 645,384,981,103 29.95%
2026.1Q ๋ถ„๊ธฐ (QoQ) 496,640,108,452 15.97%
2025.4Q ๋ถ„๊ธฐ (QoQ) 428,258,729,167 -15.37%
2025.3Q ๋ถ„๊ธฐ (QoQ) 506,018,201,707 8.29%

์˜์—…์ด์ต

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ์˜์—…์ด์ต ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) -305,025,449,873 -10.18%
2024 ์—ฐ๊ฐ„ (YoY) -276,832,854,584 -27.99%
2023 ์—ฐ๊ฐ„ (YoY) -216,300,854,733 -198.20%
2022 ์—ฐ๊ฐ„ (YoY) 220,255,940,000 -52.61%
2026.2Q ๋ถ„๊ธฐ (QoQ) -14,424,072,141 49.80%
2026.1Q ๋ถ„๊ธฐ (QoQ) -28,734,348,988 73.30%
2025.4Q ๋ถ„๊ธฐ (QoQ) -107,607,607,109 -103.91%
2025.3Q ๋ถ„๊ธฐ (QoQ) -52,771,389,159 24.79%

์ˆœ์ด์ต

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ์ˆœ์ด์ต ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) -719,360,650,768 -58.08%
2024 ์—ฐ๊ฐ„ (YoY) -455,055,541,599 -39.43%
2023 ์—ฐ๊ฐ„ (YoY) -326,360,017,026 -1224.68%
2022 ์—ฐ๊ฐ„ (YoY) -24,636,828,000 -107.20%
2026.2Q ๋ถ„๊ธฐ (QoQ) -82,226,555,478 -8.83%
2026.1Q ๋ถ„๊ธฐ (QoQ) -75,553,166,040 84.85%
2025.4Q ๋ถ„๊ธฐ (QoQ) -498,593,928,130 -403.80%
2025.3Q ๋ถ„๊ธฐ (QoQ) -98,967,185,211 -2391.07%

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -5,503

๊ธฐ๊ด€: 3,909

์™ธ์ธ: 1,394

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: 224,928

๊ธฐ๊ด€: -172,799

์™ธ์ธ: -43,521

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-09-03 -5,503 3,909 1,394
2026-09-02 37,582 -33,961 -4,176
2026-09-01 4,244 -882 -3,272
2026-08-31 2,648 3,322 -5,965
2026-08-28 -29,471 19,864 9,484
2026-08-27 -52,112 29,562 22,037
2026-08-26 -30,130 27,863 3,542
2026-08-25 -5,588 -11,006 17,185
2026-08-24 -17,993 10,177 8,882
2026-08-21 31,634 -12,736 -20,126
2026-08-20 -9,672 -11,039 19,060
2026-08-19 -20,313 -20,772 42,968
2026-08-18 23,386 -43,030 19,089
2026-08-14 5,335 -12,924 7,017
2026-08-13 -13,114 6,758 6,331
2026-08-12 -5,203 -40,117 44,631
2026-08-11 -199 -9,801 9,508
2026-08-10 -66,402 22,359 43,141
2026-08-07 -6,368 -9,864 16,119
2026-08-06 -7,777 5,650 2,341
2026-08-05 -419 8,819 -10,662

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-09-03 -165,435 -67,849 228,528
2026-09-02 -159,932 -71,758 227,134
2026-09-01 -197,514 -37,797 231,310
2026-08-31 -201,758 -36,915 234,582
2026-08-28 -204,406 -40,237 240,547
2026-08-27 -174,935 -60,101 231,063
2026-08-26 -122,823 -89,663 209,026
2026-08-25 -92,693 -117,526 205,484
2026-08-24 -87,105 -106,520 188,299
2026-08-21 -69,112 -116,697 179,417
2026-08-20 -100,746 -103,961 199,543
2026-08-19 -91,074 -92,922 180,483
2026-08-18 -70,761 -72,150 137,515
2026-08-14 -94,147 -29,120 118,426
2026-08-13 -99,482 -16,196 111,409
2026-08-12 -86,368 -22,954 105,078
2026-08-11 -81,165 17,163 60,447
2026-08-10 -80,966 26,964 50,939
2026-08-07 -14,564 4,605 7,798
2026-08-06 -8,196 14,469 -8,321
2026-08-05 -419 8,819 -10,662

์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
8,231,452,246,516 61.04% 38.96%

๋งค์ถœ ๊ตฌ์„ฑ

๊ตฌ์„ฑ ์š”์†Œ ๋น„์œจ
POD ๋“ฑ [ํ™”ํ•™] 52.01%
์ „์ง€๋ฐ•(Copper Foil) ๋“ฑ [2์ฐจ์ „์ง€ ์†Œ์žฌ] 39.75%
๋ฐ˜๋„์ฒด ์†Œ์žฌ ๋“ฑ [๋ฐ˜๋„์ฒด ์†Œ์žฌ] 8.07%
์ง€์ฃผ์‚ฌ์—…, PBAT, LIMEX ๋“ฑ [๊ธฐํƒ€] 5.29%
์—ฐ๊ฒฐ์กฐ์ • -5.12%

๊ณต๋งค๋„ ํ˜„ํ™ฉ

์ตœ๊ทผ ๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰: 6,618 (6.59%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 830,974 (1.68%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2026-09-03 83,900 6,618 6.59%
2026-09-02 83,600 16,620 11.86%
2026-09-01 88,700 11,621 9.35%
2026-08-31 90,300 10,730 7.65%
2026-08-28 91,300 3,408 2.15%
2026-08-27 90,100 9,779 4.60%
2026-08-26 88,300 9,025 4.93%
2026-08-25 85,900 26,851 17.12%
2026-08-24 85,100 9,930 6.92%
2026-08-21 83,400 12,222 7.59%
2026-08-20 86,300 17,579 12.87%
2026-08-19 83,400 11,269 6.70%
2026-08-18 86,200 17,967 7.06%
2026-08-14 89,800 17,442 8.53%
2026-08-13 89,200 56,783 18.39%
2026-08-12 87,000 4,388 2.04%
2026-08-11 85,300 10,098 6.18%
2026-08-10 86,300 9,010 3.60%
2026-08-07 81,200 19,543 8.74%
2026-08-06 80,300 24,731 11.02%
2026-08-05 81,400 34,682 12.65%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2026-09-01 88,700 830,974 1.68%
2026-08-31 90,300 833,706 1.68%
2026-08-28 91,300 839,347 1.69%
2026-08-27 90,100 857,367 1.73%
2026-08-26 88,300 864,996 1.74%
2026-08-25 85,900 883,925 1.78%
2026-08-24 85,100 887,284 1.79%
2026-08-21 83,400 891,811 1.80%
2026-08-20 86,300 892,601 1.80%
2026-08-19 83,400 908,896 1.83%
2026-08-18 86,200 942,032 1.90%
2026-08-14 89,800 957,414 1.93%
2026-08-13 89,200 961,594 1.94%
2026-08-12 87,000 914,159 1.84%
2026-08-11 85,300 931,033 1.88%
2026-08-10 86,300 930,618 1.88%
2026-08-07 81,200 956,749 1.93%
2026-08-06 80,300 945,803 1.91%
2026-08-05 81,400 931,786 1.88%
2026-08-04 78,100 922,778 1.86%
2026-08-03 72,800 920,937 1.86%

์—…์ข… ๋‚ด ๋น„๊ต

ํ™”ํ•™ ์—…์ข…(122๊ฐœ) ์—ฐ๊ฐ„ ๊ธฐ์ค€

ํ•ญ๋ชฉ ํ˜„์žฌ ์ข…๋ชฉ ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 41,464.177 8,796.12 6์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) -4.244 14 99์œ„
PBR 4.026 1.57 8์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) -73.278 -2.42 120์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) - - -์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) -16.577 -0.18 113์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) -39.095 -1.07 115์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 232.744 87.22 8์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 18,400.364 13,543.84 15์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) -3,050.254 190.94 120์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) -7,193.607 -195.47 120์œ„