SK ๋กœ๊ณ 

SK (034730) ์ฃผ๊ฐ€ ๋ฐ ์ข…๋ชฉ ์ •๋ณด

SK ์‹ค์‹œ๊ฐ„ ์ฃผ๊ฐ€

SK ํ˜„์žฌ๊ฐ€ ์ƒ์„ธ ์ •๋ณด
ํ•ญ๋ชฉ ๊ฐ’
ํ˜„์žฌ๊ฐ€ 422,500 ์›
๋ณ€๋™๋Ÿ‰ โ–ฒ 13500.00 ์›
๋ณ€๋™๋ฅ  3.30%
๊ฑฐ๋ž˜๋Ÿ‰ 423,246
๊ฑฐ๋ž˜๋Œ€๊ธˆ 173,189,032,200 ์›

SK ์ผ๋ณ„ ์ฃผ๊ฐ€

SK์˜ ๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
2/9/2026 333,500 333,500 326,000 330,500 137,897 45,384,097,750
2/10/2026 328,000 344,500 324,000 338,000 222,417 74,863,563,750
2/11/2026 343,500 348,000 337,500 342,500 296,732 101,766,518,000
2/12/2026 342,000 363,000 341,500 349,500 370,213 131,795,781,500
2/18/2026 360,000 366,000 352,500 355,500 260,282 93,124,533,250
2/19/2026 355,500 382,000 354,500 381,500 308,498 116,069,129,500
2/22/2026 393,000 394,500 372,500 379,000 335,957 127,183,665,000
2/23/2026 379,000 398,500 375,500 392,500 283,891 110,650,518,750
2/24/2026 400,000 417,000 392,000 409,000 332,208 134,783,233,250
2/25/2026 415,500 424,000 393,500 422,500 423,246 173,189,032,200

๊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
  • 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

SK ํ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 306,323์–ต 29์œ„ 72,502,703 28.46% ๊ธฐํƒ€ ์ง€์ฃผํšŒ์‚ฌ/๋ณตํ•ฉ๊ธฐ์—… 417,000 114,800

SK ๊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.

SK AI์˜ˆ์ธก

AI์˜ˆ์ธก๊ธฐ๋Š” SK์„ ๊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.

SK ์ง€ํ‘œ๋ถ„์„

์ˆ˜์ต๋ฅ  1์œ„ ๋งค๋งค์ „๋žต์€ SK์„ ๋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‹  SK ๊ด€๋ จ ๋‰ด์Šค

๊ธ€๋กœ๋ฒŒ ์ธ๊ณต์ง€๋Šฅ(AI) ์ƒํƒœ๊ณ„์˜ ๋Œ€์žฅ ์—”๋น„๋””์•„๊ฐ€ ๋ถ„๊ธฐ ์‚ฌ์ƒ ์ตœ๋Œ€ ์‹ค์ ์„ ๋˜ ๊ฐˆ์•„์น˜์› ๋‹ค. ๋ฏธ๊ตญ ์›”๊ฐ€์˜ ์˜ˆ์ƒ์น˜๋ฅผ ๋›ฐ์–ด๋„˜๋Š” โ€˜์–ด๋‹ ์„œํ”„๋ผ์ด์ฆˆโ€™๋ฅผ ๊ฑฐ๋‘๋ฉฐ ์ผ๊ฐ์—์„œ ์ œ๊ธฐ๋˜๋˜ โ€˜AI ๊ฑฐํ’ˆ๋ก โ€™์„ ์‹ค์ ์œผ๋กœ ์ž ์žฌ์› ๋‹ค. ์—”๋น„๋””์•„์˜ ์‹ค์ ์€ AI ์‹œ์žฅ ๊ฑด์ „์„ฑ์„ ๊ฐ€๋Š ํ•˜๋Š” ํ•ต์‹ฌ ์ง€ํ‘œ์ด๊ธฐ๋„ ํ•˜๋‹ค. ์  ์Šจ ํ™ฉ ์—”๋น„๋””์•„ ์ตœ๊ณ ๊ฒฝ์˜์ž(CEO)๋Š” โ€œ์ปดํ“จํŒ… ์ˆ˜์š”๊ฐ€ ๊ธฐํ•˜๊ธ‰์ˆ˜์ ์œผ๋กœ ๋Š˜๊ณ  ์žˆ๋‹ค. ์—์ด์ „ํ‹ฑ AI ๋ณ€๊ณก์ ์ด ๋„๋ž˜ํ–ˆ๋‹คโ€๋ฉฐ ์žฅ๋ฐ‹๋น› ์ „๋ง์„ ๋‚ด๋†จ๋‹ค.์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค๊ฐ€ ์ด๋„๋Š” ๊ธ€๋กœ๋ฒŒ ๋ฉ”๋ชจ๋ฆฌ ๋ฐ˜๋„์ฒด ์‹œ์žฅ์˜ ํ˜ธ์กฐ์„ธ๋„ ๋‹น๋ถ„๊ฐ„ ์ด์–ด์งˆ ๊ฒƒ์ด๋ผ๋Š” ๊ด€์ธก๋„ ํ•จ๊ป˜ ๋‚˜์˜จ๋‹ค. ์—”๋น„๋””์•„๋ฐœ(็™ผ) ํ›ˆํ’์— ์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค ์ฃผ๊ฐ€๋Š” ๊ฐ๊ฐ 7% ๋„˜๊ฒŒ ๊ธ‰๋“ฑํ•˜๋ฉฐ ์ฝ”์Šคํ”ผ์ง€์ˆ˜๋ฅผ 6300์„  ์œ„๋กœ ๋ฐ€์–ด์˜ฌ๋ ธ๋‹ค.์—”๋น„๋””์•„๋Š” 2026ํšŒ๊ณ„์—ฐ๋„ 4๋ถ„๊ธฐ(2025๋…„ 11์›”~2026๋…„ 1์›”) ๋งค์ถœ์ด ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 73% ์˜ค๋ฅธ 681์–ต3000๋งŒ ๋‹ฌ๋Ÿฌ(์•ฝ 98์กฐ์›)๋ฅผ ๊ธฐ๋กํ–ˆ๋‹ค๊ณ  25์ผ(ํ˜„์ง€์‹œ๊ฐ„) ๋ฐœํ‘œํ–ˆ๋‹ค. ๋ฏธ ์‹œ์žฅ์กฐ์‚ฌ์—…์ฒด LSEG๊ฐ€ ์ง‘๊ณ„ํ•œ ์‹ค์  ์ „๋ง์น˜ 662์–ต ๋‹ฌ๋Ÿฌ๋ฅผ ์ƒํšŒํ•˜๋Š” ์ˆ˜์น˜์ด์ž, ์—ญ๋Œ€ ๊ฐ€์žฅ ๋†’์€ ๋ถ„๊ธฐ ๋งค์ถœ์•ก์ด๋‹ค.์—”๋น„๋””์•„๋Š” ์„ฑ์žฅ์„ธ๊ฐ€ ๋‹น๋ถ„๊ฐ„ ์ง€์†๋  ๊ฒƒ์œผ๋กœ ์ „๋งํ•˜๋ฉด์„œ ์˜ฌํ•ด 1๋ถ„๊ธฐ(2~4์›”) ๋งค์ถœ์„ 780์–ต ๋‹ฌ๋Ÿฌ๋กœ ์ถ”์‚ฐํ–ˆ๋‹ค. ํŠนํžˆ ๋งค์ถœ ์ „๋ง์น˜์— ์ค‘๊ตญ ์‹œ์žฅ ์‹ค์ ์„ ๋ฐ˜์˜ํ•˜์ง€ ์•Š์œผ๋ฉด์„œ โ€˜๋น„(้ž)์ค‘๊ตญ ์ˆ˜์š”๋งŒ์œผ๋กœ๋„ ์„ฑ์žฅ ์Šคํ† ๋ฆฌ๋ฅผ ์ด์–ด๊ฐˆ ์ˆ˜ ์žˆ๋‹คโ€™๋Š” ๋ฉ”์‹œ์ง€๋ฅผ ์‹œ์žฅ์— ๋˜์กŒ๋‹ค. ๋„๋„๋“œ ํŠธ๋Ÿผํ”„ 2๊ธฐ ํ–‰์ •๋ถ€๋Š” ์—”๋น„๋””์•„์˜ ๊ณ ์„ฑ๋Šฅ ์นฉ์˜ ๋Œ€์ค‘ ์ˆ˜์ถœ์„ ์‚ฌ์‹ค์ƒ ๊ธˆ์ง€ํ•˜๊ณ  ์žˆ๋‹ค.ํ™ฉ CEO๋Š” ์‹ค์  ๋ฐœํ‘œ ์ฝ˜ํผ๋Ÿฐ์Šค์ฝœ์—์„œ โ€œ์šฐ๋ฆฌ ๊ณ ๊ฐ์€ AI ์ปดํ“จํŒ…, ์ฆ‰ AI ์‚ฐ์—…ํ˜๋ช…๊ณผ ๊ทธ๋“ค์˜ ๋ฏธ๋ž˜ ์„ฑ์žฅ์„ ๋’ท๋ฐ›์นจํ•  ๊ณต์žฅ์— ํˆฌ์žํ•˜๊ธฐ ์œ„ํ•ด ๊ฒฝ์ฃผํ•˜๊ณ  ์žˆ๋‹คโ€๋ฉฐ โ€œ๊ธฐ์—…๋“ค์˜ ์—์ด์ „ํŠธ AI ๋„์ž…์ด ์น˜์†Ÿ๊ณ  ์žˆ๋‹คโ€๊ณ  ๋ฐํ˜”๋‹ค. ์ด์–ด ์˜คํ”ˆAI๋ฅผ ๋น„๋กฏํ•ด ๋ฉ”ํƒ€ ํ”Œ๋žซํผ์Šค, xAI, ์•คํŠธ๋กœํ”ฝ ๋“ฑ ์—ฌ๋Ÿฌ AI ๋ชจ๋ธยท์„œ๋น„์Šค ์šด์˜์‚ฌ์™€์˜ ํ˜‘๋ ฅ๋„ ํ™•๋Œ€ํ•˜๊ณ  ์žˆ๋‹ค๊ณ  ์„ค๋ช…ํ–ˆ๋‹ค.ํ™ฉ CEO๋Š” ์ž์‚ฌ์˜ ์ตœ์‹  ์ค‘์•™์ฒ˜๋ฆฌ์žฅ์น˜(CPU) โ€˜๊ทธ๋ ˆ์ด์Šคโ€™์™€ ๊ทธ๋ž˜ํ”ฝ์ฒ˜๋ฆฌ์žฅ์น˜(GPU) โ€˜๋ธ”๋ž™์›ฐโ€™์„ โ€œ์ถ”๋ก  ๋ถ„์•ผ ์ตœ๊ฐ•์žโ€๋กœ ํ‰๊ฐ€ํ•˜๋ฉฐ โ€œ(์ฐจ์„ธ๋Œ€ AI ๊ฐ€์†๊ธฐ) โ€˜๋ฒ ๋ผ ๋ฃจ๋นˆโ€™์€ ์ด์™€ ๊ฐ™์€ ์ง€๋ฐฐ๋ ฅ์„ ํ™•์žฅํ•  ๊ฒƒโ€์ด๋ผ๊ณ  ์ž์‹ ํ–ˆ๋‹ค. ๋ธ”๋ž™์›ฐ์—๋Š” 5์„ธ๋Œ€ ๊ณ ๋Œ€์—ญํญ๋ฉ”๋ชจ๋ฆฌ(HBM)์ธ HBM3E๊ฐ€, ๋ฒ ๋ผ ๋ฃจ๋นˆ์—๋Š” 6์„ธ๋Œ€์ธ HBM4๊ฐ€ ๋“ค์–ด๊ฐ„๋‹ค. ์‚ผ์„ฑ์ „์ž๋Š” ์ง€๋‚œ 12์ผ ์—…๊ณ„ ์ตœ์ดˆ๋กœ HBM4 ์–‘์‚ฐ ์ถœํ•˜๋ฅผ ์‹œ์ž‘ํ–ˆ๊ณ , SKํ•˜์ด๋‹‰์Šค๋„ 1๋ถ„๊ธฐ ๋‚ด ๊ณต๊ธ‰์— ๋Œ์ž…ํ•  ๊ฒƒ์œผ๋กœ ๊ด€์ธก๋œ๋‹ค. โ€˜K๋ฐ˜๋„์ฒด ํˆฌํ†ฑโ€™์ด ์•ž์œผ๋กœ๋„ ๋ฉ”๋ชจ๋ฆฌ ์‹œ์žฅ ์ฃผ๋„๊ถŒ์„ ์ฅ๊ณ  ๊ฐ€๋Š” ์ƒํ™ฉ์ด ์ด์–ด์งˆ ์ˆ˜ ์žˆ๋Š” ๊ฒƒ์ด๋‹ค.๋ฐ•์˜์ค€ ์„œ์šธ๋Œ€ ์ „๊ธฐ์ „์ž๊ณตํ•™๋ถ€ ๋ช…์˜ˆ๊ต์ˆ˜๋Š” โ€œํ•œ๊ตญ ๊ธฐ์—…์ด HBM ์‹œ์žฅ์„ ์‚ฌ์‹ค์ƒ ์ฃผ๋„ํ•˜๋Š” ๊ฐ€์šด๋ฐ ์ค‘๊ตญ ๋“ฑ ๋‹ค๋ฅธ ๋‚˜๋ผ๊ฐ€ ๋‹จ๊ธฐ๊ฐ„์— ์ด๋ฅผ ๋”ฐ๋ผ์žก๊ธฐ๋Š” ์‰ฝ์ง€ ์•Š๋‹คโ€๋ฉฐ โ€œ๋ฉ”๋ชจ๋ฆฌ๋ฅผ ํฌํ•จํ•œ ๋ฐ˜๋„์ฒด ์‚ฐ์—… ํ˜ธํ™ฉ๋„ ์ƒ๋‹น ๊ธฐ๊ฐ„ ๊ณ„์†๋  ๊ฒƒโ€์ด๋ผ๊ณ  ๋‚ด๋‹ค๋ดค๋‹ค. ์—…๊ณ„ ๊ด€๊ณ„์ž๋Š” โ€œ๋ฐ€๋ ค๋“œ๋Š” ๋ฉ”๋ชจ๋ฆฌ ๋ฐ˜๋„์ฒด ์ˆ˜์š”๋ฅผ ๊ณต๊ธ‰์ด ๋”ฐ๋ผ๊ฐ€๊ธฐ ์—ญ๋ถ€์กฑ์ธ ์ƒํ™ฉโ€์ด๋ผ๊ณ  ์ „ํ–ˆ๋‹ค.์—”๋น„๋””์•„ ์„ฑ์ ์— ํž˜์ž…์–ด ์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค ์ฃผ๊ฐ€๋Š” ์ด๋‚  ๋‚˜๋ž€ํžˆ ์‹ ๊ณ ๊ฐ€๋ฅผ ๊ฒฝ์‹ ํ–ˆ๋‹ค. ์‚ผ์„ฑ์ „์ž๋Š” ์ „ ๊ฑฐ๋ž˜์ผ๋ณด๋‹ค 1๋งŒ4500์›(7.13%) ์˜ค๋ฅธ 21๋งŒ8000์›์— ์žฅ์„ ๋งˆ๊ฐํ–ˆ๊ณ , SKํ•˜์ด๋‹‰์Šค๋Š” 8๋งŒ1000์›(7.96%) ์ƒ์Šนํ•œ 109๋งŒ9000์›์— ๊ฑฐ๋ž˜๋ฅผ ๋งˆ์ณค๋‹ค. ๋ฐ˜๋„์ฒด๊ฐ€ ๊ฒฌ์ธํ•œ ์ฝ”์Šคํ”ผ๋Š” 6200, 6300์„ ์„ ๋‹จ์ˆจ์— ๋ŒํŒŒํ•˜๋ฉฐ 6307.27๋กœ ๋งˆ๊ฐํ–ˆ๋‹ค. ์ „์žฅ๋ณด๋‹ค 3.67% ๊ธ‰๋“ฑํ•ด ์‚ฌ์ƒ ์ตœ๊ณ ์น˜๋ฅผ ํ•˜๋ฃจ ๋งŒ์— ๊ฒฝ์‹ ํ•œ ๊ฒƒ์ด๋‹ค.๋‹ค๋งŒ ๋ฆฌ์Šคํฌ๋Š” ์—ฌ์ „ํžˆ ์กด์žฌํ•œ๋‹ค. ์—”๋น„๋””์•„์˜ 4๋ถ„๊ธฐ ๋งค์ถœ ๋Œ€๋ถ€๋ถ„์ด ๋ฐ์ดํ„ฐ์„ผํ„ฐ ๋ถ€๋ฌธ(623์–ต ๋‹ฌ๋Ÿฌ)์—์„œ ๋‚˜์™”๋Š”๋ฐ, ์ด๋Š” ์†Œ์ˆ˜์˜ ๊ธ€๋กœ๋ฒŒ ๋น…ํ…Œํฌ๊ฐ€ ์ง„ํ–‰ ์ค‘์ธ AI ์ธํ”„๋ผ ํˆฌ์ž์— ์˜์กดํ•˜๊ณ  ์žˆ์Œ์„ ๋œปํ•œ๋‹ค. ์ด๋“ค ๊ธฐ์—… ์žฌ๋ฌด ์—ฌ๋ ฅ์— ๊ธ€๋กœ๋ฒŒ AI ์‹œ์žฅ์˜ ๋ช…์šด์ด ๋‹ฌ๋ ธ๋‹ค๊ณ  ํ•ด๋„ ๊ณผ์–ธ์ด ์•„๋‹Œ ์…ˆ์ด๋‹ค. ํ™ฉ CEO๋„ ์ด ์ ์„ ์˜์‹ํ•œ ๋“ฏ โ€œ์—์ด์ „ํ‹ฑ AI๊ฐ€ ๋ณ€๊ณก์ ์— ๋„๋‹ฌํ•œ ๋งŒํผ ๊ณ ๊ฐ์‚ฌ ํ˜„๊ธˆ ํ๋ฆ„๋„ ์ฆ๊ฐ€ํ•  ๊ฒƒ์œผ๋กœ ํ™•์‹ ํ•˜๋‹คโ€๊ณ  ๋งํ–ˆ๋‹ค. ๊ณ ๊ณตํ–‰์ง„ ์ค‘์ธ ๋ฉ”๋ชจ๋ฆฌ ๋ฐ˜๋„์ฒด ๊ฐ€๊ฒฉ๋„ ์—”๋น„๋””์•„ ์ž…์žฅ์—์„œ๋Š” ๋ถ€๋‹ด์ด๋‹ค.์ด์ฃผ์™„ ์ธ๋”์ŠคํŠธ๋ฆฌ ์• ๋„๋ฆฌ์ŠคํŠธ๋Š” โ€œ๋น…ํ…Œํฌ ๊ธฐ์—… ํˆฌ์ž ์‚ฌ์ดํด์ด ํ†ต์ƒ 3๋…„ ์ •๋„์ธ๋ฐ, ์˜ฌํ•ด๊ฐ€ ๋ฐ์ดํ„ฐ์„ผํ„ฐ์— ํˆฌ์žํ•œ ์ง€ 3๋…„ ์ฐจโ€๋ผ๋ฉฐ โ€œ์˜ค๋Š” 11์›”๋กœ ์˜ˆ์ •๋ผ ์žˆ๋Š” ์—”๋น„๋””์•„์˜ 3๋ถ„๊ธฐ ์‹ค์  ๋ฐœํ‘œ๋ถ€ํ„ฐ๊ฐ€ AI ๊ฑฐํ’ˆ ์—ฌ๋ถ€๋ฅผ ๊ฐ€๋Š ํ•  ๊ด€์ „ ํฌ์ธํŠธโ€๋ผ๊ณ  ์„ค๋ช…ํ–ˆ๋‹ค.์†์žฌํ˜ธ ๊ถŒ์ค‘ํ˜ ์ฐจ๋ฏผ์ฃผ ๊ธฐ์ž sayho@kmib.co.kr

์ €๋น„์šฉ ๊ณ ์šฉ๋Ÿ‰ ๋ฉ”๋ชจ๋ฆฌ ์นฉโ€ฆํ•™์Šต์„œ ์ถ”๋ก ์œผ๋กœ ์˜ฎ์•„๊ฐ€๋Š” AI ์‚ฐ์—… ๋ฐœ๋งž์ถฐ์ƒŒ๋””์Šคํฌ์™€ ์†์žก๊ณ  ๊ธฐ์ˆ ์˜ ๊ธ€๋กœ๋ฒŒ ํ‘œ์ค€ํ™” ์ „๋žต ์ถ”์ง„โ€ฆ์ œํ’ˆํ™”๋„ ๋ฐ•์ฐจ๊ณ ๋Œ€์—ญํญ๋ฉ”๋ชจ๋ฆฌ(HBM)๋ฅผ ํ•„๋‘๋กœ ํ•œ ์ธ๊ณต์ง€๋Šฅ(AI) ๋ฉ”๋ชจ๋ฆฌ ๋ฐ˜๋„์ฒด์˜ ์•ฝ์ง„์ด ๊ณ„์†๋˜๋Š” ๊ฐ€์šด๋ฐ ์ฐจ์„ธ๋Œ€ AI ๋ฉ”๋ชจ๋ฆฌ ์‹œ์žฅ ์„ ์ ์„ ํ–ฅํ•œ ๊ฒฝ์Ÿ๋„ ๋‹ฌ์•„์˜ค๋ฅด๊ณ  ์žˆ๋‹ค.ํŠนํžˆ D๋žจ ๋Œ€์‹  ๋‚ธ๋“œํ”Œ๋ž˜์‹œ ๋ฉ”๋ชจ๋ฆฌ๋ฅผ ์ด์šฉํ•œ โ€˜๊ณ ๋Œ€์—ญํญํ”Œ๋ž˜์‹œ(HBF)โ€™๊ฐ€ ์ฃผ๋ชฉ๋ฐ›ยทยทยท

์ตœํƒœ์› SK๊ทธ๋ฃน ํšŒ์žฅ์ด ์ตœ๊ทผ ๋ฏธ๊ตญ ์›Œ์‹ฑํ„ด DC์—์„œ ๋˜ ๋Ÿผ ๋ฒ ํŠธ๋‚จ ๊ณต์‚ฐ๋‹น ์ด์„œ๊ธฐ์™€ ๋งŒ๋‚˜ ์—๋„ˆ์ง€ยท์‚ฐ์—… ๋ถ„์•ผ ํ˜‘๋ ฅ ํ™•๋Œ€ ๋ฐฉ์•ˆ์„ ๋…ผ์˜ํ–ˆ๋‹ค. 26์ผ ๊ธ€๋กœ๋ฒŒ ์ •์ฑ…์ž๋ฌธ๊ธฐ๊ตฌ์ธ ๋”์•„์‹œ์•„๊ทธ๋ฃน(TAG)์— ๋”ฐ๋ฅด๋ฉด ์ตœ ํšŒ์žฅ์€ ์ง€๋‚œ 20์ผ(ํ˜„์ง€์‹œ๊ฐ„) TAG ์ฃผ์ตœ ์›Œ์‹ฑํ„ดDC ํ–‰์‚ฌ์—์„œ ๋˜ ๋Ÿผ ์ด์„œ๊ธฐ์™€ ๋ณ„๋„ ํšŒ๋™์„ ๊ฐ€์กŒ๋‹ค. ์ด ์ž๋ฆฌ์—๋Š” ์ถ”ํ˜•์šฑ SK์ด๋…ธ๋ฒ ์ด์…˜ ๋Œ€ํ‘œ์™€ ์ปคํŠธ ์บ ๋ฒจ TAG ํšŒ์žฅ๋„ ํ•จ๊ป˜ ์ฐธ์„ํ–ˆ๋‹ค. ์ตœ ํšŒ์žฅ์€ ์ตœ์ข…ํ˜„ํ•™์ˆ ์›์ด ์ฃผ์ตœํ•œ 'ํŠธ๋žœ์Šค ํผ์‹œํ”ฝ ๋‹ค์ด์–ผ๋กœ

๊ธ€๋กœ๋ฒŒ AI(์ธ๊ณต์ง€๋Šฅ) ๋ฐ˜๋„์ฒด ์‹œ์žฅ์„ ๋…์ ํ•˜๋‹ค์‹œํ”ผ ํ•œ ์—”๋น„๋””์•„๊ฐ€ 680์–ต๋‹ฌ๋Ÿฌ๊ฐ€ ๋„˜๋Š” ์‚ฌ์ƒ ์ตœ๋Œ€ ๋ถ„๊ธฐ ๋งค์ถœ์„ ๊ธฐ๋กํ–ˆ๋‹ค. ํ•œํ™”๋กœ ํ™˜์‚ฐํ•˜๋ฉด 100์กฐ์›์— ์œก๋ฐ•ํ•˜๋Š” ์ˆ˜์น˜๋กœ, SKํ•˜์ด๋‹‰์Šค์˜ ์ง€๋‚œํ•ด ์—ฐ๊ฐ„ ๋งค์ถœ์•ก 97์กฐ1467์–ต...

์ตœํƒœ์› SK๊ทธ๋ฃน ํšŒ์žฅ์ด ์ตœ๊ทผ ์ง„ํ–‰๋œ ๋ฏธ๊ตญ ์›Œ์‹ฑํ„ด ์ถœ์žฅ ๊ธฐ๊ฐ„ ์ค‘ ๋ฒ ํŠธ๋‚จ ์ด์„œ๊ธฐ์™€ ๋งŒ๋‚˜ ์‚ฐ์—… ๋ถ„์•ผ ํ˜‘๋ ฅ์— ๋Œ€ํ•ด ๋…ผ์˜ํ•œ ๊ฒƒ์œผ๋กœ ์•Œ๋ ค์กŒ๋‹ค. 26์ผ ๊ด€๋ จ์—…๊ณ„์— ๋”ฐ๋ฅด๋ฉด ์ •์ฑ…์ž๋ฌธ๊ธฐ์—… ๋” ์•„์‹œ์•„ ๊ทธ๋ฃน(TAG)์€ ์ตœ๊ทผ ๋งํฌ๋“œ์ธ์— ์ตœํƒœ์› ํšŒ์žฅ ๋“ฑ์ด ๋‚˜์˜จ ์‚ฌ์ง„๊ณผ ํ•จ๊ป˜ ์ตœ๊ทผ ์›Œ์‹ฑํ„ด์„ ๋ฐฉ๋ฌธํ•œ ๋˜๋Ÿผ ๋ฒ ํŠธ๋‚จ ๊ณต์‚ฐ๋‹น ์ด์„œ๊ธฐ์™€ ๋งŒ๋‚ฌ๋‹ค๋Š” ๋‚ด์šฉ์„ ๊ฒŒ์‹œํ–ˆ๋‹ค. ์ตœ ํšŒ์žฅ์€ ์ง€๋‚œ 20~21์ผ ๋ฏธ๊ตญ ์›Œ์‹ฑํ„ดDC์—์„œ ์—ด๋ฆฐ 'ํŠธ๋žœ์Šคํผ์‹œํ”ฝ ๋‹ค์ด์–ผ๋กœ๊ทธ'์— ์ฐธ์„ํ–ˆ๋‹ค. ์ด๋Š” ์ตœ์ข…ํ˜„ํ•™์ˆ ์›์ด ์ฃผ์ตœํ•˜๋Š”..

SK ๋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
2024.4Q 124,690,439,000,000 -4.99% 2,355,290,000,000 -53.42% 528,810,000,000 230.12%
2023.4Q 131,237,878,000,000 -2.46% 5,056,378,000,000 -36.83% -406,387,000,000 -110.25%
2022.4Q 134,551,645,000,000 36.84% 8,004,710,000,000 62.19% 3,966,176,000,000 -30.64%
2021.4Q 98,325,010,000,000 20.17% 4,935,539,000,000 3100.86% 5,718,424,000,000 5373.74%

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -17,130

๊ธฐ๊ด€: 55,775

์™ธ์ธ: -30,932

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -1,465,496

๊ธฐ๊ด€: 42,975

์™ธ์ธ: 1,383,548

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-02-26 -17,130 55,775 -30,932
2026-02-25 -57,813 37,472 24,399
2026-02-24 -51,147 42,931 9,773
2026-02-23 60,718 3,589 -65,659
2026-02-20 -68,903 94,159 -18,365
2026-02-19 -7,624 22,790 -17,191
2026-02-13 -30,961 16,535 16,686
2026-02-12 -21,644 -52,974 45,726
2026-02-11 -63,459 -13,891 77,720
2026-02-10 -16,022 -3,520 18,839
2026-02-09 -62,370 44,544 16,358
2026-02-06 49,120 -4,798 -48,273
2026-02-05 -30,487 -22,982 48,793
2026-02-04 -53,766 33,495 17,152
2026-02-03 -15,578 -2,504 18,374
2026-02-02 97,910 -56,558 -47,157
2026-01-30 -44,186 -9,112 52,530
2026-01-29 -68,968 18,650 52,271
2026-01-28 -79,973 4,408 75,994
2026-01-27 -33,428 5,672 26,522
2026-01-26 -429 -7,204 7,347

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-02-26 -516,140 206,477 280,907
2026-02-25 -499,010 150,702 311,839
2026-02-24 -441,197 113,230 287,440
2026-02-23 -390,050 70,299 277,667
2026-02-20 -450,768 66,710 343,326
2026-02-19 -381,865 -27,449 361,691
2026-02-13 -374,241 -50,239 378,882
2026-02-12 -343,280 -66,774 362,196
2026-02-11 -321,636 -13,800 316,470
2026-02-10 -258,177 91 238,750
2026-02-09 -242,155 3,611 219,911
2026-02-06 -179,785 -40,933 203,553
2026-02-05 -228,905 -36,135 251,826
2026-02-04 -198,418 -13,153 203,033
2026-02-03 -144,652 -46,648 185,881
2026-02-02 -129,074 -44,144 167,507
2026-01-30 -226,984 12,414 214,664
2026-01-29 -182,798 21,526 162,134
2026-01-28 -113,830 2,876 109,863
2026-01-27 -33,857 -1,532 33,869
2026-01-26 -429 -7,204 7,347

SK ์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
215,316,724,000,000 60.10% 39.90%

SK ๋งค์ถœ ๊ตฌ์„ฑ

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

SK ๊ณต๋งค๋„ ํ˜„ํ™ฉ

์ตœ๊ทผ ๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰: 11,541 (2.01%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 7,810 (0.01%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2026-02-26 422,500 11,541 2.01%
2026-02-25 409,000 14,339 3.06%
2026-02-24 392,500 18,637 4.87%
2026-02-23 379,000 30,788 6.64%
2026-02-20 381,500 14,200 3.26%
2026-02-19 355,500 2,904 0.92%
2026-02-13 349,500 9,249 1.85%
2026-02-12 342,500 17,296 4.84%
2026-02-11 338,000 9,817 3.30%
2026-02-10 330,500 2,741 1.55%
2026-02-09 330,000 4,308 1.46%
2026-02-06 315,000 3,987 1.06%
2026-02-05 331,500 14,523 2.90%
2026-02-04 331,000 4,996 1.49%
2026-02-03 324,000 3,476 0.99%
2026-02-02 299,500 5,015 1.01%
2026-01-30 333,500 13,493 2.73%
2026-01-29 324,000 8,018 1.31%
2026-01-28 305,500 6,014 1.55%
2026-01-27 298,000 1,885 0.71%
2026-01-26 290,000 2,151 1.23%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2026-02-24 392,500 7,810 0.01%
2026-02-23 379,000 4,367 0.01%
2026-02-20 381,500 4,367 0.01%
2026-02-19 355,500 4,367 0.01%
2026-02-13 349,500 23,563 0.03%
2026-02-12 342,500 17,860 0.02%
2026-02-11 338,000 4,367 0.01%
2026-02-10 330,500 4,367 0.01%
2026-02-09 330,000 4,367 0.01%
2026-02-06 315,000 4,367 0.01%
2026-02-05 331,500 4,367 0.01%
2026-02-04 331,000 4,367 0.01%
2026-02-03 324,000 4,367 0.01%
2026-02-02 299,500 4,367 0.01%
2026-01-30 333,500 4,367 0.01%
2026-01-29 324,000 4,367 0.01%
2026-01-28 305,500 4,579 0.01%
2026-01-27 298,000 4,786 0.01%
2026-01-26 290,000 4,786 0.01%
2026-01-23 296,500 4,786 0.01%
2026-01-22 291,500 4,786 0.01%

SK ์—…์ข… ๋‚ด ๋น„๊ต

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

ํ•ญ๋ชฉ SK ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 296,536.055 48,905.36 3์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) 17.529 7.7 19์œ„
PBR 0.811 1.43 18์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) -5.64 3.81 55์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 1.222 2.23 23์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 1.889 13.27 49์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 0.424 11.32 49์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 167.76 100.19 11์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 1,246,904.39 81,876.43 1์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) 23,552.9 4,301.68 7์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) 5,288.1 2,481.95 9์œ„