SK ๋กœ๊ณ 

SK (034730) ์ฃผ๊ฐ€ ๋ฐ ์ข…๋ชฉ ์ •๋ณด

SK ์ฃผ๊ฐ€ ๋ฐ ํ•ต์‹ฌ ์ •๋ณด

ํ˜„์žฌ๊ฐ€ ๋ฐ ํ•ต์‹ฌ ํˆฌ์ž ์ •๋ณด
ํ•ญ๋ชฉ ๊ฐ’
ํ˜„์žฌ๊ฐ€ 554,000 ์›
๋ณ€๋™๋Ÿ‰ โ–ผ 2,000 ์›
๋ณ€๋™๋ฅ  -0.36%
๊ธฐ์ค€ ์‹œ๊ฐ
๊ฑฐ๋ž˜ ๊ตฌ๋ถ„ ์ •๊ทœ์žฅ
์‹œ์žฅ KOSPI
๊ฑฐ๋ž˜์†Œ KRX ยท NXT ๊ฑฐ๋ž˜ ๊ฐ€๋Šฅ
์‹œ๊ฐ€ 557,000 ์›
๊ณ ๊ฐ€ 558,000 ์›
์ €๊ฐ€ 534,000 ์›
52์ฃผ ๋ฒ”์œ„ 187,400 ์› ~ 883,000 ์›
๊ฑฐ๋ž˜๋Ÿ‰ 139,809
๊ฑฐ๋ž˜๋Œ€๊ธˆ 76,313,767,000 ์›
์‹œ๊ฐ€์ด์•ก 40์กฐ 1,664์–ต์›
PER 11.73๋ฐฐ
PBR 0.56๋ฐฐ
EPS 21,862.9178 ์›
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ  2.73%
์—…์ข… ์ง€์ฃผํšŒ์‚ฌ/๋ณตํ•ฉ๊ธฐ์—…

์ผ๋ณ„ ์ฃผ๊ฐ€

๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€ ์ •๋ณด
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
2026.08.11 505,000 528,000 496,000 524,000 116,923 60,499,615,250
2026.08.12 530,000 549,000 529,000 545,000 161,338 87,400,439,000
2026.08.13 561,000 579,000 545,000 553,000 198,957 111,124,188,000
2026.08.14 574,000 589,000 563,000 585,000 214,973 124,078,796,000
2026.08.18 593,000 620,000 581,000 590,000 145,197 87,037,342,500
2026.08.19 556,000 561,000 535,000 551,000 106,571 58,333,725,000
2026.08.20 566,000 586,000 554,000 568,000 184,151 105,383,802,000
2026.08.21 565,000 599,000 560,000 586,000 189,218 110,328,783,000
2026.08.24 591,000 599,000 542,000 549,000 164,141 92,402,790,500
2026.08.25 547,000 556,000 527,000 556,000 139,972 76,018,099,500

ํšŒ์‚ฌ ์ •๋ณด

๊ธฐ์—…์ˆœ์œ„ ์ฃผ์‹์ˆ˜ ์™ธ๊ตญ์ธ ๋น„์ค‘ ์‚ฐ์—…๊ตฐ ์„ธ๋ถ€ ์‚ฐ์—…๊ตฐ
KOSPI 20์œ„ 72,502,703 29.96% ๊ธฐํƒ€ ์ง€์ฃผํšŒ์‚ฌ/๋ณตํ•ฉ๊ธฐ์—…

๊ธฐ์—… ๊ฐœ์š”

SK๋Š” 1991๋…„ ์„ค๋ฆฝ๋œ SK๊ทธ๋ฃน์˜ ์ง€์ฃผ์‚ฌ๋กœ 2015๋…„ 8์›” (๊ตฌ)SK์ฃผ์‹ํšŒ์‚ฌ๋ฅผ ํก์ˆ˜ํ•ฉ๋ณ‘ํ•˜๊ณ  ์‚ฌ๋ช…์„ ๋ณ€๊ฒฝํ•˜์˜€์œผ๋ฉฐ ์ง€์ฃผ ์‚ฌ์—… ๋ฐ IT์„œ๋น„์Šค ๋“ฑ์„ ์˜์œ„ํ•˜๊ณ  ์žˆ๋‹ค. ์ฃผ์š” ์ข…์†๊ธฐ์—…์€ SK์ด๋…ธ๋ฒ ์ด์…˜, SKํ…”๋ ˆ์ฝค, SK๋„คํŠธ์›์Šค, SKC, SK๋จธํ‹ฐ๋ฆฌ์–ผ์ฆˆ, SK๋ฐ”์ด์˜คํŒœ, SK E&S ๋“ฑ ์ด 454๊ฐœ์‚ฌ๋ฅผ ๋ณด์œ ํ•˜๊ณ  ์žˆ๋‹ค. ์ฃผ์š” ๋งค์ถœ์€ ์ข…์†ํšŒ์‚ฌ ๋ฐ ๊ธฐํƒ€ ํˆฌ์žํšŒ์‚ฌ๋กœ๋ถ€ํ„ฐ ์ˆ˜์ทจํ•˜๋Š” ํˆฌ์ž ๋ถ€๋ฌธ๊ณผ ์‚ฌ์—… ๋ถ€๋ฌธ์—์„œ ๋ฐœ์ƒํ•˜๊ณ  ์žˆ๋‹ค. ์ง€์ฃผํšŒ์‚ฌ๋กœ์„œ SK ๋ธŒ๋žœ๋“œ์˜ ๊ฐ€์น˜ ์ œ๊ณ  ๋ฐ ์œก์„ฑ, ๋ณดํ˜ธ ํ™œ๋™์„ ์ข…ํ•ฉ์ ์œผ๋กœ ์ˆ˜ํ–‰ํ•˜๊ณ  ํ˜‘์˜/์‹ฌ์˜/์กฐ์ •์„ ์ƒ์‹œ ์ถ”์ง„ํ•˜๋Š” ๋“ฑ ์ฒด๊ณ„์ ์ธ ๋ธŒ๋žœ๋“œ ๊ด€๋ฆฌ๋ฅผ ์ˆ˜ํ–‰ํ•˜๊ณ  ์žˆ๋‹ค.

๊ด€๋ จ ํ…Œ๋งˆ

  • ์กฐ๋ฆผ์‚ฌ์—… : ์กฐ๋ฆผ ๋ฐ ๋…น์ง€์‚ฌ์—…์„ ์˜์œ„ํ•˜๊ณ  ์žˆ๋Š” SK์ž„์—…์„ 100% ์žํšŒ์‚ฌ๋กœ ๋ณด์œ 
  • ์Šค๋งˆํŠธํŒฉํ† ๋ฆฌ : ์žํšŒ์‚ฌ SKC&C๊ฐ€ ์Šค๋งˆํŠธํŒฉํ† ๋ฆฌ ์ข…ํ•ฉ ์†”๋ฃจ์…˜ ๋ธŒ๋žœ๋“œ "์Šค์นผ๋ผ"๋ฅผ ์ถœ์‹œ
  • ์ˆ˜์†Œ์ฐจ : ์ˆ˜์†Œ์‚ฌ์—…์„ ์˜์œ„ํ•˜๋Š” ๋ฏธ๊ตญ Plug Power Inc. ์ง€๋ถ„ ํˆฌ์ž๋ฅผ ๋ชฉ์ ์œผ๋กœ 21๋…„ 1์›” ๋‹น์‚ฌ์˜ ํ•ด์™ธ 100% ์žํšŒ์‚ฌ์ธ Plutus Capital NY, Inc.์— ์ถœ์ž
  • LNG : SK๊ทธ๋ฃน์˜ ์‚ฌ์—…์ง€์ฃผํšŒ์‚ฌ๋กœ ์žํšŒ์‚ฌ SK E&S๊ฐ€ LNG๋ณตํ•ฉํ™”๋ ฅ๋ฐœ์ „์†Œ์ธ ๊ด‘์–‘์ฒœ์—ฐ๊ฐ€์Šค๋ฐœ์ „์†Œ๋ฅผ ์šด์˜ํ•˜๊ณ  ์žˆ์Œ
  • ์ง€์ฃผ์‚ฌ : SK์ด๋…ธ๋ฒ ์ด์…˜ยทSKํ…”๋ ˆ์ฝค ๋“ฑ์„ ๋ณด์œ ํ•œ SK๊ทธ๋ฃน ์‚ฌ์—…์ง€์ฃผํšŒ์‚ฌ
  • RFID/NFC : NFC USIM ์ƒ์šฉํ™” ๋ฒ„์ „ ๊ฐœ๋ฐœ ๋ฐ ํ•˜๋“œ์›จ์–ดํ˜• RFID ๋ฏธ๋“ค์›จ์–ด ์žฅ๋น„ ์ถœ์‹œ
  • ์‹œ์Šคํ…œํ†ตํ•ฉ : ์‹œ์Šคํ…œ ํ†ตํ•ฉ ๋ฐ IT ์•„์›ƒ์†Œ์‹ฑ ์„œ๋น„์Šค ๋“ฑ ์ข…ํ•ฉ IT ์„œ๋น„์Šค ์‚ฌ์—…์„ ์˜์œ„ํ•˜๋Š” SK ๊ทธ๋ฃน์˜ ์‚ฌ์—… ์ง€์ฃผ ํšŒ์‚ฌ
  • ๋ธ”๋ก์ฒด์ธ : ๊ธฐ์—…์šฉ ๋ธ”๋ก์ฒด์ธ ํ”Œ๋žซํผ์ธ "์ฒด์ธ์ œํŠธ ํฌ์ด๋”๋ฆฌ์›€"์„ ์ œ๊ณตํ•˜๊ณ  ์žˆ์Œ
  • ํด๋ผ์šฐ๋“œ์ปดํ“จํŒ… : SI ๋ฐ IT ์•„์›ƒ์†Œ์‹ฑ ๋“ฑ ํ†ตํ•ฉIT ์„œ๋น„์Šค ์ œ๊ณต ๊ธฐ์—…
  • ์˜์นด : ์ฐจ๋Ÿ‰๊ณต์œ  ์„œ๋น„์Šค ๊ธฐ์—… ์˜์นด์— ํˆฌ์žํ•˜์˜€์œผ๋ฉฐ ์ง€๋ถ„ 22.21%๋ฅผ ๋ณด์œ ํ•˜์—ฌ 2๋Œ€ ์ฃผ์ฃผ๋กœ ๊ด€๋ จ์ฃผ์— ํŽธ์ž…๋˜์—ˆ์Œ
  • ์•ก์นจ๋ƒ‰๊ฐ : ์•ก์นจ๋ƒ‰๊ฐ ์‚ฌ์—… ์˜์œ„์‚ฌ SK์—”๋ฌด๋ธŒ๋ฅผ ์†์žํšŒ์‚ฌ๋กœ ๋ณด์œ 

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

SK์ด๋…ธ๋ฒ ์ด์…˜์ด 5๋…„ ์ „ 2์กฐ์›์ด ๋„˜๋Š” ๊ธฐ์—…๊ณต๊ฐœ(IPO)๋กœ ์ฆ์‹œ์— ์ž…์„ฑ์‹œํ‚จ SK์•„์ด์ดํ…Œํฌ๋†€๋กœ์ง€(SKIET)๋ฅผ ๋‹ค์‹œ ํ’ˆ๋Š”๋‹ค. ์ „๊ธฐ์ฐจ ์‹œ์žฅ์˜ ๊ณ ์„ฑ์žฅ์„ ์ „์ œ๋กœ ๋ถ„๋ฆฌ๋ง‰ ์‚ฌ์—…์„ ๋–ผ์–ด๋‚ด ์ƒ์žฅํ–ˆ์ง€๋งŒ ์ˆ˜์š” ๋‘”ํ™”์™€ ์ค‘๊ตญ ์—…์ฒด์˜ ๊ฐ€๊ฒฉ ๊ฒฝ์Ÿ์œผ๋กœ ์ ์ž๊ฐ€ ๋ˆ„์ ๋˜๋ฉด์„œ ๋…๋ฆฝ ์ƒ์žฅ์‚ฌ๋กœ ์œ ์ง€ํ•  ์‹ค์ต์ด ์ค„์—ˆ๊ธฐ ๋•Œ๋ฌธ์ด๋‹ค. ์„ฑ์žฅ๊ธฐ์—๋Š” ์ž๊ธˆ์กฐ๋‹ฌ ์ฐฝ๊ตฌ์˜€๋˜ ์žํšŒ์‚ฌ ์ƒ์žฅ์ด ์—…ํ™ฉ ํ•˜๊ฐ•๊ธฐ์—๋Š” ์ถ”๊ฐ€ ์ฐจ์ž…๊ณผ ์ฆ์ž ๋ถ€๋‹ด์œผ๋กœ ์ด์–ด์งˆ ๊ฐ€๋Šฅ์„ฑ์ด ์ปค์ง€์ž ์ค‘๋ณต์ƒ์žฅ ๊ตฌ์กฐ๋ฅผ ํ•ด์†Œํ•˜๋Š” ์ชฝ์œผ๋กœ ๋ฐฉํ–ฅ์„ ํ‹€์—ˆ๋‹ค...

SK AX๊ฐ€ ๊ธ€๋กœ๋ฒŒ ์†ŒํŠธํ”„์›จ์–ด ์ „๋ฌธ ๊ธฐ์—… SAP์™€ ์†์žก๊ณ  ๊ธฐ์—… ์šด์˜ ์ „๋ฐ˜์˜ ์ธ๊ณต์ง€๋Šฅ(AI) ํ˜์‹ ์„ ๊ฐ€์†ํ™”ํ•œ๋‹ค. ์–‘์‚ฌ๊ฐ€ ๋ณด์œ ํ•œ ํ•ต์‹ฌ ๊ฒฝ์Ÿ๋ ฅ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ์—…๋ฌด ํ”„๋กœ์„ธ์Šค๋ฅผ ์—์ด์ „ํ‹ฑ AI ์ค‘์‹ฌ์œผ๋กœ ์žฌ์„ค๊ณ„ํ•˜๊ณ , โ€˜AI ๋„ค์ดํ‹ฐ๋ธŒ ์—”ํ„ฐํ”„๋ผ์ด์ฆˆโ€™ ์‚ฌ์—…์„ ํ™•์žฅํ•œ๋‹ค๋Š” ๊ตฌ์ƒ์ด๋‹ค. SK AX๋Š” ๋…์ผ ๋ฐ”๋ด๋ท”๋ฅดํ…œ๋ฒ ๋ฅดํฌ์ฃผ ๋ฐœ๋„๋ฅดํ”„ SAP ๋ณธ์‚ฌ์—์„œ โ€˜SAP ์˜คํ† ๋…ธ๋จธ์Šค ์Šค์œ„ํŠธ ๋ฐ ๋น„์ฆˆ๋‹ˆ์Šค AI ํ˜‘๋ ฅ์„ ์œ„ํ•œ ์–‘ํ•ด๊ฐ์„œ(MOU)โ€™๋ฅผ ์ฒด๊ฒฐํ–ˆ๋‹ค๊ณ  26์ผ ๋ฐํ˜”๋‹ค. ์–‘์‚ฌ๋Š” SAP๊ฐ€ ๋ณด์œ ํ•œ ๊ธฐ์—…์šฉ ์†Œํ”„ํŠธ์›จ์–ด ๊ธฐ์ˆ ๊ณผ SK AX๊ฐ€ ์ถ•์ ํ•ด์˜จ ์‚ฐ์—…๋ณ„ ์ธ๊ณต์ง€๋Šฅ ์ „ํ™˜(AX) ์„ค๊ณ„ ๋ฐ ์šด์˜ ์—ญ๋Ÿ‰์„ ๊ฒฐํ•ฉํ•˜๊ธฐ๋กœ ํ–ˆ๋‹ค. SK AX๋Š” AI ์—์ด์ „ํŠธ๋ฅผ ๊ธฐ์—… ํ˜์‹ ์˜ ํ•ต์‹ฌ ๋™๋ ฅ์œผ๋กœ ๋ณด๊ณ , AI์—์ด์ „ํŠธ์˜ ์ž์œจ ์šด์˜ ํ™˜๊ฒฝ์„ ์ œ๊ณตํ•˜๋Š” โ€˜SAP ์˜คํ† ๋…ธ๋จธ์Šค ์Šค์œ„ํŠธโ€™์™€ ๊ธฐ์—…์šฉ AI ์ œํ’ˆ๊ตฐ์ธ โ€˜SAP ๋น„์ฆˆ๋‹ˆ์Šค AIโ€™๋ฅผ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ธˆ์œตโˆ™์ œ์กฐโˆ™์—๋„ˆ์ง€ ๋“ฑ ๋‹ค์–‘ํ•œ ์‚ฐ์—… ๋ถ„์•ผ์—์„œ SAP์™€ ํ˜‘๋ ฅํ•  ์˜ˆ์ •์ด๋‹ค. SK AX์˜ ์ž์ฒด ์ „์‚ฌ์ ์ž์›๊ด€๋ฆฌ(ERP) ์ง€์› ์„œ๋น„์Šค โ€˜์—‘์Šค์  ํ‹ฑ์™€์ด์–ด ERP ์Šค์œ„ํŠธโ€™๋„ ์ „๋ฐฉ์œ„๋กœ ํ™œ์šฉ๋  ๊ณ„ํš์ด๋‹ค. ์ด ์„œ๋น„์Šค๋Š” ๊ณ ๊ฐ์˜ ERP ์ „๋žต ์ˆ˜๋ฆฝ๋ถ€ํ„ฐ ๊ตฌ์ถ•ยท์ „ํ™˜, ์šด์˜ ํ˜์‹ ๊นŒ์ง€ ํ†ตํ•ฉ ์ง€์›ํ•œ๋‹ค. ์žฌ๋ฌด ์—…๋ฌด๋ฅผ ์ž๋™ํ™”ํ•˜๋Š” โ€˜๋งˆ์ด ํŒŒ์ด๋‚ธ์Šคโ€™์™€ AI๋ฅผ ์ ์šฉํ•ด ERP ์‹œ์Šคํ…œ์„ ์„ค๊ณ„ยท๊ฐœ๋ฐœ ๋ฐ ํ…Œ์ŠคํŠธํ•˜๋Š” โ€˜EAR ์ŠคํŠœ๋””์˜คโ€™ ๋“ฑ์ด ์„œ๋น„์Šค์— ํฌํ•จ๋œ๋‹ค. ๊น€์™„์ข… SK AX ์‚ฌ์žฅ์€ โ€œSAP์™€์˜ ์ „๋žต์  ํ˜‘๋ ฅ์„ ๊ธฐ๋ฐ˜์œผ๋กœ SK AX์™€ SK๊ทธ๋ฃน์ด ๋จผ์ € ์„ ๋„์ ์ธ AI ๋„ค์ดํ‹ฐ๋ธŒ ์—”ํ„ฐํ”„๋ผ์ด์ฆˆ ์„ฑ๊ณต ์‚ฌ๋ก€๋ฅผ ์ฐฝ์ถœํ•˜๊ณ , ์ด๋ฅผ ๊ตญ๋‚ด ๋ฐ ๊ธ€๋กœ๋ฒŒ ์‹œ์žฅ์œผ๋กœ ํ™•์‚ฐ์‹œ์ผœ ๋‚˜๊ฐˆ ๊ฒƒโ€์ด๋ผ ๋งํ–ˆ๋‹ค.ย ๋ฐ•์„ ์˜ ๊ธฐ์ž pomme@kmib.co.kr

2๋ถ„๊ธฐ ๋งค์ถœ 921.8์–ต๋‹ฌ๋Ÿฌ ์ „๋งโ€ฆ์ „๋…„ๆฏ” 97%โ†‘ ๋ฃจ๋นˆ ์ถœํ•˜ ํ™•๋Œ€์— HBM4 ์ˆ˜์š” ์ฆ๊ฐ€ ๊ธฐ๋Œ€ ์„œ๋ฒ„๊ฐ’ 15%โ†‘โ€ฆ๋ฉ”๋ชจ๋ฆฌ ๊ฐ€๊ฒฉ ์ƒ์Šน ํ˜ธ์žฌ ์—”๋น„๋””...

[๋ฐ์ผ๋ฆฌํ•œ๊ตญ ์ด๋ณด๋ฏธ ๊ธฐ์ž] ์ค‘๊ตญ ์ตœ๋Œ€ ๋‚ธ๋“œํ”Œ๋ž˜์‹œ ์ œ์กฐ์‚ฌ ์–‘์ฏ”๋ฉ”๋ชจ๋ฆฌํ…Œํฌ๋†€๋กœ์ง€(YMTC)๊ฐ€ ๊ธ€๋กœ๋ฒŒ ์‹œ์žฅ์—์„œ ์กด์žฌ๊ฐ์„ ํ‚ค์šฐ๊ณ  ์žˆ๋‹ค. ์˜ฌํ•ด ์ฒ˜์Œ์œผ๋กœ ์„ธ๊ณ„ 3์œ„์— ์˜ฌ๋ผ์„  ๋ฐ ์ด์–ด 6์กฐ8000์–ต์› ๊ทœ๋ชจ ๊ธฐ์—…๊ณต๊ฐœ(IPO)๋ฅผ ์ถ”์ง„ํ•˜๋ฉฐ ์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค๋ฅผ ํ–ฅํ•œ ์ถ”๊ฒฉ์ด ๊ฑฐ์„ธ์งˆ ๊ฒƒ์œผ๋กœ ์ „๋ง๋œ๋‹ค.26์ผ ์ƒํ•˜์ด์ฆ๊ถŒ๊ฑฐ๋ž˜์†Œ์— ๋”ฐ๋ฅด๋ฉด YMTC์˜ ๋ชจํšŒ์‚ฌ ์ฐฝ์žฅ์ถ˜์ถ”ํ™€๋”ฉ์Šค(CCSH ์ฝ”ํผ๋ ˆ์ด์…˜)๊ฐ€ ์ƒํ•˜์ด ์ปค์ดนํŒ์— ์ ‘์ˆ˜ํ•œ IPO ์‹ ์ฒญ์„œ๊ฐ€ ์ง€๋‚œ 21์ผ ์ˆ˜๋ฆฌ๋๋‹ค. ๋ชจ์ง‘ ๊ธˆ์•ก์€ ์•ฝ 330์–ต์œ„์•ˆ(์•ฝ 6์กฐ8000์–ต์›) ๊ทœ๋ชจ๋กœ, ์ƒ์žฅ ํ›„ ๊ธฐ์—…๊ฐ€์น˜๋Š” 2750์–ต~3300์–ต์œ„์•ˆ(์•ฝ

SKIET(SK์•„์ด์ดํ…Œํฌ๋†€๋กœ์ง€)๋ฅผ ํก์ˆ˜ํ•˜๊ธฐ๋กœ ํ•œ SK์ด๋…ธ๋ฒ ์ด์…˜์ด 2029๋…„ ์ด๋‚ด ๋ถ„๋ฆฌ๋ง‰ ์‚ฌ์—… ํ‘์ž์ „ํ™˜์„ ๋ชฉํ‘œ๋กœ ์ œ์‹œํ–ˆ๋‹ค. ํ•ฉ๋ณ‘์„ ํ†ตํ•œ ์กฐ์งยท์ƒ์‚ฐยท๋งˆ์ผ€ํŒ… ํšจ์œจํ™”์™€ ๊ธˆ์œต๋น„์šฉ ์ ˆ๊ฐ์œผ๋กœ ์—ฐ๊ฐ„ ์•ฝ 600์–ต์›์˜ EBITDA(์ƒ๊ฐ ์ „ ์˜์—…์ด์ต) ๊ฐœ์„  ํšจ๊ณผ๋ฅผ ๋‚ด๊ณ  ESS(์—๋„ˆ์ง€์ €์žฅ์žฅ์น˜) ๋ถ„๋ฆฌ๋ง‰ ์‚ฌ์—… ํ™•๋Œ€ ๋“ฑ์„ ํ†ตํ•ด ์ˆ˜์ต์„ฑ์„ ๋Œ์–ด์˜ฌ๋ฆฐ๋‹ค๋Š” ๊ณ„ํš์ด๋‹ค. SK์ด๋…ธ๋ฒ ์ด์…˜์€ 26์ผ SKIET์™€์˜ ํ•ฉ๋ณ‘ ์„ค๋ช…ํšŒ๋ฅผ ๊ฐœ์ตœํ–ˆ๋‹ค. ์ด ์ž๋ฆฌ์—์„œ ์„œ๊ฑด๊ธฐ SK์ด๋…ธ๋ฒ ์ด์…˜ ์žฌ๋ฌด๋ณธ๋ถ€์žฅ์€ "์ด๋ฒˆ ํ•ฉ๋ณ‘์„ ํ†ตํ•ด ๋ถ„๋ฆฌ๋ง‰ ์‚ฌ์—…์˜ ์žฌ๋ฌด ์•ˆ์ •์„ฑ๊ณผ ์šด์˜ ํšจ์œจ์„ฑ์„ ๋†’์ด๊ณ  ์ƒ์‚ฐยท๊ณต๊ธ‰ ์•ˆ์ •์„ฑ์„ ๊ฐ•ํ™”ํ•˜๋Š” ํ•œํŽธ ์ œํ’ˆ ๊ฐœ๋ฐœ๊ณผ ์‚ฌ์—… ๊ฒฝ์Ÿ๋ ฅ์„ ์ œ๊ณ ํ•  ์ˆ˜ ์žˆ์„ ๊ฒƒ"์ด๋ผ๊ณ  ํ•ฉ๋ณ‘ ๊ธฐ๋Œ€ ํšจ๊ณผ๋ฅผ ์„ค๋ช…ํ–ˆ๋‹ค. ์ด์–ด "์ œ3์ž ๋งค๊ฐ๊ณผ ์ž๊ธˆ ๋Œ€์—ฌ, ์ง€๋ถ„ ์ถœ์ž, ํฌ๊ด„์  ์ฃผ์‹๊ตํ™˜ ๋“ฑ๋„ ํ•จ๊ป˜ ๊ฒ€ํ† ํ–ˆ์œผ๋‚˜ ๋งค์ˆ˜์ธ ํ™•๋ณด๊ฐ€ ์‰ฝ์ง€ ์•Š๊ฑฐ๋‚˜ ์žฌ๋ฌด๊ตฌ์กฐ ๊ฐœ์„  ํšจ๊ณผ๊ฐ€ ์ œํ•œ์ ์ด๋ผ ํ•ฉ๋ณ‘์ด ๊ฐ€์žฅ ์‹คํšจ์„ฑ ์žˆ๋Š” ๋Œ€์•ˆ"์ด๋ผ๊ณ  ๋ง๋ถ™์˜€๋‹ค....

์‹ค์ ํ˜„ํ™ฉ

๋งค์ถœ์•ก

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ๋งค์ถœ์•ก ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 122,703,338,000,000 -1.59%
2024 ์—ฐ๊ฐ„ (YoY) 124,690,439,000,000 -4.99%
2023 ์—ฐ๊ฐ„ (YoY) 131,237,878,000,000 -2.46%
2022 ์—ฐ๊ฐ„ (YoY) 134,551,645,000,000 36.84%
2026.2Q ๋ถ„๊ธฐ (QoQ) 42,124,676,000,000 14.62%
2026.1Q ๋ถ„๊ธฐ (QoQ) 36,751,262,000,000 21.33%
2025.4Q ๋ถ„๊ธฐ (QoQ) 30,290,076,000,000 -2.42%
2025.3Q ๋ถ„๊ธฐ (QoQ) 31,041,366,000,000 2.98%

์˜์—…์ด์ต

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ์˜์—…์ด์ต ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 1,818,476,000,000 -22.79%
2024 ์—ฐ๊ฐ„ (YoY) 2,355,290,000,000 -53.42%
2023 ์—ฐ๊ฐ„ (YoY) 5,056,378,000,000 -36.83%
2022 ์—ฐ๊ฐ„ (YoY) 8,004,710,000,000 62.19%
2026.2Q ๋ถ„๊ธฐ (QoQ) 4,841,247,000,000 31.80%
2026.1Q ๋ถ„๊ธฐ (QoQ) 3,673,119,000,000 837.64%
2025.4Q ๋ถ„๊ธฐ (QoQ) 391,741,000,000 -52.65%
2025.3Q ๋ถ„๊ธฐ (QoQ) 827,400,000,000 314.62%

์ˆœ์ด์ต

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ์ˆœ์ด์ต ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 3,555,246,000,000 572.31%
2024 ์—ฐ๊ฐ„ (YoY) 528,810,000,000 230.12%
2023 ์—ฐ๊ฐ„ (YoY) -406,387,000,000 -110.25%
2022 ์—ฐ๊ฐ„ (YoY) 3,966,176,000,000 -30.64%
2026.2Q ๋ถ„๊ธฐ (QoQ) 19,108,555,000,000 92.89%
2026.1Q ๋ถ„๊ธฐ (QoQ) 9,906,258,000,000 368.30%
2025.4Q ๋ถ„๊ธฐ (QoQ) -3,692,266,000,000 -237.77%
2025.3Q ๋ถ„๊ธฐ (QoQ) 2,679,989,000,000 174.36%

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -2,673

๊ธฐ๊ด€: -19,408

์™ธ์ธ: 22,392

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -413,152

๊ธฐ๊ด€: 148,408

์™ธ์ธ: 245,672

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-08-26 -2,673 -19,408 22,392
2026-08-25 -9,079 -24,732 34,028
2026-08-24 5,700 5,393 -10,552
2026-08-21 -29,316 18,624 10,180
2026-08-20 1,436 -524 -1,228
2026-08-19 -205 -5,649 6,636
2026-08-18 -15,811 21,062 -4,603
2026-08-14 -16,237 -23,448 39,906
2026-08-13 7,781 -4,833 -2,919
2026-08-12 -645 905 -169
2026-08-11 -14,520 -16,521 30,809
2026-08-10 -20,020 -4,441 25,083
2026-08-07 -5,547 -15,913 20,421
2026-08-06 27,405 -34,381 4,338
2026-08-05 -35,943 -10,910 48,167
2026-08-04 6,952 -25,820 16,315
2026-08-03 -1,642 -30,659 31,881
2026-07-31 12,206 28,956 -44,190
2026-07-30 473 -27,092 27,078
2026-07-29 -52,496 18,446 33,648
2026-07-28 -9,466 -60,951 69,322

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-08-26 -151,647 -211,896 356,543
2026-08-25 -148,974 -192,488 334,151
2026-08-24 -139,895 -167,756 300,123
2026-08-21 -145,595 -173,149 310,675
2026-08-20 -116,279 -191,773 300,495
2026-08-19 -117,715 -191,249 301,723
2026-08-18 -117,510 -185,600 295,087
2026-08-14 -101,699 -206,662 299,690
2026-08-13 -85,462 -183,214 259,784
2026-08-12 -93,243 -178,381 262,703
2026-08-11 -92,598 -179,286 262,872
2026-08-10 -78,078 -162,765 232,063
2026-08-07 -58,058 -158,324 206,980
2026-08-06 -52,511 -142,411 186,559
2026-08-05 -79,916 -108,030 182,221
2026-08-04 -43,973 -97,120 134,054
2026-08-03 -50,925 -71,300 117,739
2026-07-31 -49,283 -40,641 85,858
2026-07-30 -61,489 -69,597 130,048
2026-07-29 -61,962 -42,505 102,970
2026-07-28 -9,466 -60,951 69,322

์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
244,883,396,000,000 51.90% 48.10%

๋งค์ถœ ๊ตฌ์„ฑ

๊ตฌ์„ฑ ์š”์†Œ ๋น„์œจ
์‚ฌ์—…๋ถ€๋ฌธ 58.3%
ํˆฌ์ž๋ถ€๋ฌธ 41.7%

๊ณต๋งค๋„ ํ˜„ํ™ฉ

์ตœ๊ทผ ๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰: 12,653 (8.28%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 38,078 (0.05%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2026-08-25 556,000 12,653 8.28%
2026-08-24 549,000 17,089 9.06%
2026-08-21 586,000 18,978 8.37%
2026-08-20 568,000 19,020 8.75%
2026-08-19 551,000 24,795 20.03%
2026-08-18 590,000 15,685 8.77%
2026-08-14 585,000 8,023 3.21%
2026-08-13 553,000 7,967 3.50%
2026-08-12 545,000 15,211 7.61%
2026-08-11 524,000 6,516 4.57%
2026-08-10 513,000 13,225 10.74%
2026-08-07 508,000 15,604 10.48%
2026-08-06 509,000 17,897 9.60%
2026-08-05 562,000 10,182 4.48%
2026-08-04 518,000 13,431 6.27%
2026-08-03 523,000 56,631 23.08%
2026-07-31 557,000 24,288 4.61%
2026-07-30 468,500 10,376 3.84%
2026-07-29 489,000 8,963 1.78%
2026-07-28 541,000 15,286 4.48%
2026-07-27 623,000 11,083 6.07%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2026-08-24 549,000 38,078 0.05%
2026-08-21 586,000 35,677 0.05%
2026-08-20 568,000 39,832 0.05%
2026-08-19 551,000 37,372 0.05%
2026-08-18 590,000 38,396 0.05%
2026-08-14 585,000 31,628 0.04%
2026-08-13 553,000 27,624 0.04%
2026-08-12 545,000 23,797 0.03%
2026-08-11 524,000 26,459 0.04%
2026-08-10 513,000 34,528 0.05%
2026-08-07 508,000 33,105 0.05%
2026-08-06 509,000 18,307 0.03%
2026-08-05 562,000 15,132 0.02%
2026-08-04 518,000 23,385 0.03%
2026-08-03 523,000 21,532 0.03%
2026-07-31 557,000 11,792 0.02%
2026-07-30 468,500 4,071 0.01%
2026-07-29 489,000 4,283 0.01%
2026-07-28 541,000 3,187 0.00%
2026-07-27 623,000 6,332 0.01%
2026-07-24 630,000 13,050 0.02%

์—…์ข… ๋‚ด ๋น„๊ต

์ง€์ฃผํšŒ์‚ฌ/๋ณตํ•ฉ๊ธฐ์—… ์—…์ข…(67๊ฐœ) ์—ฐ๊ฐ„ ๊ธฐ์ค€

ํ•ญ๋ชฉ ํ˜„์žฌ ์ข…๋ชฉ ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 398,039.839 54,304.63 3์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) 4.986 8.55 36์œ„
PBR 1.201 0.74 7์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) 6.352 5.02 25์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 1.275 2.84 43์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 1.482 19.89 58์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 2.897 18.36 38์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 149.173 117.33 14์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 1,227,033.38 86,410.97 1์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) 18,184.76 5,892.94 7์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) 35,552.46 4,133.56 4์œ„