SK ๋กœ๊ณ 

SK (034730) ์ฃผ๊ฐ€ ๋ฐ ์ข…๋ชฉ ์ •๋ณด

SK ์‹ค์‹œ๊ฐ„ ์ฃผ๊ฐ€

SK ํ˜„์žฌ๊ฐ€ ์ƒ์„ธ ์ •๋ณด
ํ•ญ๋ชฉ ๊ฐ’
ํ˜„์žฌ๊ฐ€ 661,000 ์›
๋ณ€๋™๋Ÿ‰ โ–ผ 19000.00 ์›
๋ณ€๋™๋ฅ  -2.79%
๊ฑฐ๋ž˜๋Ÿ‰ 224,041
๊ฑฐ๋ž˜๋Œ€๊ธˆ 149,677,254,500 ์›

SK ์ผ๋ณ„ ์ฃผ๊ฐ€

SK์˜ ๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
5/12/2026 529,000 554,000 511,000 550,000 294,643 157,137,057,500
5/13/2026 545,000 549,000 530,000 541,000 219,630 118,433,855,000
5/14/2026 541,000 558,000 492,000 503,000 245,797 126,995,906,000
5/17/2026 505,000 549,000 493,000 530,000 322,287 168,697,536,500
5/18/2026 523,000 540,000 507,000 519,000 188,292 97,439,004,000
5/19/2026 522,000 535,000 509,000 526,000 393,943 205,849,592,000
5/20/2026 540,000 576,000 537,000 576,000 283,266 159,787,637,500
5/21/2026 581,000 645,000 581,000 642,000 366,494 229,993,181,000
5/25/2026 661,000 675,000 645,000 656,000 286,020 188,159,253,500
5/26/2026 700,000 719,000 676,000 680,000 333,564 232,043,949,500

๊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 493,018์–ต 18์œ„ 72,502,703 29.78% ๊ธฐํƒ€ ์ง€์ฃผํšŒ์‚ฌ/๋ณตํ•ฉ๊ธฐ์—… 719,000 139,600

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

SK๊ฐ€ ์„ค๋ฆฝํ•œ ์‚ฌํšŒ์ ๊ฐ€์น˜์—ฐ๊ตฌ์›์€ 10๋…„๊ฐ„ ์šด์˜ํ•ด ์˜จ ์‚ฌํšŒ์„ฑ๊ณผ ๋ณด์ƒ ๋ชจ๋ธ '์‚ฌํšŒ์„ฑ๊ณผ์ธ์„ผํ‹ฐ๋ธŒ(SPC)'๊ฐ€ ์ผ๋ณธ ํ˜„์ง€์—์„œ ์ฒซ ํ•ด์™ธ ์šด์˜ ์„ฑ๊ณผ๋ฅผ ๊ฑฐ๋’€๋‹ค๊ณ  28์ผ ๋ฐํ˜”๋‹ค. SPC๋Š” ์‚ฌํšŒ์ ๊ธฐ์—…์ด ์ฐฝ์ถœํ•œ ์‚ฌํšŒ์  ๊ฐ€์น˜๋ฅผ ํ™”ํ ๋‹จ์œ„๋กœ ์ธก์ •ํ•˜๊ณ  ๊ทธ ์„ฑ๊ณผ์— ๋น„๋ก€ํ•ด ์ธ์„ผํ‹ฐ๋ธŒ๋ฅผ ์ง€๊ธ‰ํ•˜๋Š” ์„ฑ๊ณผ ๊ธฐ๋ฐ˜ ๋ณด์ƒ ์ฒด๊ณ„๋‹ค. ๋‹จ์ˆœ ์ง€์›๊ธˆ ์ œ๊ณต ๋ฐฉ์‹์—์„œ ๋ฒ—์–ด๋‚˜ ์‚ฌํšŒ๋ฌธ์ œ ํ•ด๊ฒฐ ์„ฑ๊ณผ๋ฅผ ๊ฐ๊ด€์ ์œผ๋กœ ์ธก์ •ยท๋ณด์ƒํ•จ์œผ๋กœ์จ ์‚ฌํšŒํ˜์‹  ์กฐ์ง์˜ ์ง€์†๊ฐ€๋Šฅ์„ฑ์„ ๋†’์ด๋Š” ๊ธˆ์œต ๋ชจ๋ธ๋กœ ํ‰๊ฐ€๋ฐ›๊ณ  ์žˆ๋‹ค. ์‚ฌํšŒ์ ๊ฐ€์น˜์—ฐ๊ตฌ์›๊ณผ ์ผ๋ณธํŽ€๋“œ๋ ˆ์ด์ง•ํ˜‘ํšŒ(JFRA)๋Š” 27์ผ(ํ˜„์ง€์‹œ๊ฐ„) ์ผ๋ณธ ๋„์ฟ„ 'AP ๋„์ฟ„ ๋งˆ๋ฃจ๋…ธ์šฐ์น˜'์—์„œ ์„ฑ๊ณผ ๊ธฐ๋ฐ˜ ๊ธฐ๊ธˆ ์„ฑ๊ณผ ๊ณต์œ ํšŒ๋ฅผ ๊ฐœ์ตœํ–ˆ๋‹ค. ์ด ์ž๋ฆฌ์—์„œ ์–‘์ธก์€ ์ง€๋‚œ 3๋…„๊ฐ„ ๊ณต๋™ ์šด์˜ํ•œ ์‚ฌํšŒ์„ฑ๊ณผ ์ธก์ •๊ณผ ๋ณด์ƒ ํ”„๋กœ๊ทธ๋žจ์˜ ์ฃผ์š” ์„ฑ๊ณผ ๋“ฑ์„ ๊ณต์œ ํ–ˆ๋‹ค. ์ด๋ฒˆ ํ–‰์‚ฌ๋Š” ์ผ๋ณธ ๋‚ด ์ฃผ์š” ์žฌ๋‹จ, ๊ธฐ์—… CSR ๋‹ด๋‹น์ž, ์ž„ํŒฉํŠธ ํˆฌ์ž์ž, ์‚ฌํšŒ์ ๊ธฐ์—… ๊ด€๊ณ„์ž ๋“ฑ ์•ฝ 80์—ฌ ๋ช…์ด ์ฐธ์„ํ•œ ๊ฐ€์šด๋ฐ ์ง„ํ–‰๋๋‹ค....

SK๊ฐ€ ์„ค๋ฆฝํ•œ ์‚ฌํšŒ์ ๊ฐ€์น˜์—ฐ๊ตฌ์›์˜ ์‚ฌํšŒ์„ฑ๊ณผ ๋ณด์ƒ ์ œ๋„ '์‚ฌํšŒ์„ฑ๊ณผ์ธ์„ผํ‹ฐ๋ธŒ(SPC)'๊ฐ€ ์ผ๋ณธ์—์„œ ์ฒ˜์Œ์œผ๋กœ ์šด์˜ ์„ฑ๊ณผ๋ฅผ ๋ƒˆ๋‹ค. ์‚ฌํšŒ์ ๊ฐ€์น˜์—ฐ๊ตฌ์›๊ณผ ์ผ๋ณธํŽ€๋“œ๋ ˆ์ด์ง•ํ˜‘ํšŒ(JFRA)๋Š” 27์ผ ์ผ๋ณธ ๋„์ฟ„์—์„œ ์„ฑ๊ณผ๊ณต์œ ํšŒ๋ฅผ ์—ด๊ณ , ์ง€๋‚œ 3๋…„๊ฐ„ ์ผ๋ณธ ์‚ฌํšŒ์ ๊ธฐ์—…๋“ค๊ณผ ํ•จ๊ป˜ ์ง„ํ–‰ํ•œ ์‚ฌํšŒ์„ฑ๊ณผ ๋ณด์ƒ ์‚ฌ์—…์˜ ๊ฒฐ๊ณผ๋ฅผ ๋ฐœํ‘œํ–ˆ๋‹ค. SPC๋Š” ์‚ฌํšŒ์ ๊ธฐ์—…์ด ์ฐฝ์ถœํ•œ ์‚ฌํšŒ์  ๊ฐ€์น˜๋ฅผ ํ™”ํ ๋‹จ์œ„๋กœ ์ธก์ •ํ•˜๊ณ  ์„ฑ๊ณผ์— ๋น„๋ก€ํ•ด ์ธ์„ผํ‹ฐ๋ธŒ๋ฅผ ์ง€๊ธ‰ํ•˜๋Š” ๋ชจ๋ธ์ด๋‹ค. ์‚ฌํšŒ์ ๊ฐ€์น˜์—ฐ๊ตฌ์›๊ณผ

SK๊ทธ๋ฃน์ด 10๋…„๊ฐ„ ์šด์˜ํ•ด ์˜จ ์‚ฌํšŒ์„ฑ๊ณผ ๋ณด์ƒ ๋ชจ๋ธ์ด ์ผ๋ณธ์—์„œ ์ฒซ ํ•ด์™ธ ์„ฑ๊ณผ๋ฅผ ๋‚ด๋ฉฐ ๊ธ€๋กœ๋ฒŒ ํ™•์žฅ ๊ฐ€๋Šฅ์„ฑ์„ ์ž…์ฆํ–ˆ๋‹ค. ์‚ฌํšŒ์  ๊ฐ€์น˜๋ฅผ ํ™”ํ ๋‹จ์œ„๋กœ ์ธก์ •ํ•ด ๋ณด์ƒํ•˜๋Š” ๊ตฌ์กฐ๊ฐ€ ์‹ค์ œ ํ•ด์™ธ ํ˜„์žฅ์—์„œ ์ž‘๋™ํ–ˆ๋‹ค๋Š” ์ ์—์„œ ์˜๋ฏธ๊ฐ€ ์žˆ๋‹ค๋Š” ํ‰๊ฐ€๋‹ค.28์ผ SK์— ๋”ฐ๋ฅด๋ฉด ์‚ฌํšŒ์ ๊ฐ€์น˜์—ฐ๊ตฌ์›๊ณผ ์ผ๋ณธํŽ€๋“œ๋ ˆ์ด์ง•ํ˜‘ํšŒ(JFRA)๋Š” ์ „๋‚  ์ผ๋ณธ ๋„์ฟ„์—์„œ 'Outcome Fund for IMM(์„ฑ๊ณผ ๊ธฐ๋ฐ˜ ๊ธฐ๊ธˆ)' ์„ฑ๊ณผ๊ณต์œ ํšŒ๋ฅผ ์—ด๊ณ  3๋…„๊ฐ„ ์šด์˜ ์„ฑ๊ณผ๋ฅผ ๊ณต๊ฐœํ–ˆ๋‹ค.์ด๋ฒˆ ํ”„๋กœ์ ํŠธ๋Š” ์‚ฌํšŒ์ ๊ฐ€์น˜์—ฐ..

[์ธํฌ์Šคํƒ๋ฐ์ผ๋ฆฌ=์ด๋™ํฌ ์„ ์ž„๊ธฐ์ž] SK(034730)๊ฐ€ ์„ค๋ฆฝํ•œ ์‚ฌํšŒ์ ๊ฐ€์น˜์—ฐ๊ตฌ์›์ด ์ง€๋‚œ 10๋…„ ๊ฐ„ ์šด์˜ํ•ด ์˜จ ์‚ฌํšŒ์„ฑ๊ณผ ๋ณด์ƒ ๋ชจ๋ธ โ€˜์‚ฌํšŒ์„ฑ๊ณผ์ธ์„ผํ‹ฐ๋ธŒ(Social Progress Credit, SPC)โ€™๊ฐ€ ์ผ๋ณธ ํ˜„์ง€์—์„œ ์ฒซ ํ•ด์™ธ ์šด์˜ ์„ฑ๊ณผ๋ฅผ ๊ฑฐ๋‘๋ฉฐ ๊ธ€๋กœ๋ฒŒ ํ™•์žฅ ๊ฐ€๋Šฅ์„ฑ์„ ์ž…์ฆํ–ˆ๋‹ค.28์ผ SK์— ๋”ฐ๋ฅด๋ฉด ์‚ฌํšŒ์ ๊ฐ€์น˜์—ฐ๊ตฌ์›๊ณผ ์ผ๋ณธํŽ€๋“œ๋ ˆ์ด์ง•ํ˜‘ํšŒ(JFRA)๋Š” ์ผ๋ณธ ๋„์ฟ„ AP Tokyo Marunouchi์—์„œ โ€˜Outcome Fund for IMM(์„ฑ๊ณผ ๊ธฐ๋ฐ˜ ๊ธฐ๊ธˆ)โ€™ ์„ฑ๊ณผ๊ณต์œ ํšŒ๋ฅผ ๊ฐœ์ตœํ•˜๊ณ , ์ง€๋‚œ 3๋…„๊ฐ„ ๊ณต๋™ ์šด์˜ํ•œ ์‚ฌํšŒ์„ฑ๊ณผ ์ธก์ • ๋ฐ ๋ณด์ƒ ํ”„๋กœ๊ทธ๋žจ์˜ ์ฃผ

์‚ผ์„ฑ์ „์ž์˜ ๋ฐœ๋ชฉ์„ ์žก๋˜ โ€˜์ดํŒŒ์—… ๋ฆฌ์Šคํฌโ€™๊ฐ€ ํ•ด์†Œ๋˜๋ฉด์„œ, ๋ฐ˜๋„์ฒด ๋ถ€๋ฌธ์˜ ์‹ค์  ์งˆ์ฃผ์—๋„ ํ•œ์ธต ํƒ„๋ ฅ์ด ๋ถ™์„ ์ „๋ง์ด๋‹ค. ๋‹ค๋งŒ ํ–ฅํ›„ ๋ฉ”๋ชจ๋ฆฌ โ€˜์Šˆํผ ์‚ฌ์ดํดโ€™์ด ๊บพ์ธ ๋’ค์—๋„ ๊ตญ๋‚ด ๋ฐ˜๋„์ฒด ์‚ฐ์—…์ด ๊ฒฝ์Ÿ๋ ฅ์„ ์œ ์ง€ํ•˜๋ ค๋ฉด ์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค ๋“ฑ ๋Œ€๊ธฐ์—…๊ณผ ์†Œ์žฌยท๋ถ€ํ’ˆยท์žฅ๋น„ ๊ธฐ์—… ์‚ฌ์ด์˜ ์ƒˆ๋กœ์šด ์ƒ์ƒ ์ฒด๊ณ„๊ฐ€ ํ•„์š”ํ•˜๋‹ค๋Š” ์ง€์ ์ด ๋‚˜์˜จ๋‹ค. ๋Œ€๋งŒ TSMC ์‚ฌ๋ก€์ฒ˜๋Ÿผ ์ƒํƒœ๊ณ„ ์ „๋ฐ˜์˜ โ€˜์ดˆ๊ฒฉ์ฐจโ€™๋ฅผ ์ด๋Œ์–ด๋‚ผ ํ˜‘๋ ฅ ๋ชจ๋ธ์„ ์•ˆ์ฐฉ์‹œ์ผœ์•ผ ํ•  ๋•Œ๋ผ๋Š” ๋ถ„์„์ด๋‹ค.์—…๊ณ„์— ๋”ฐ๋ฅด๋ฉด ๊ธ€๋กœ๋ฒŒ ๋ฐ˜๋„์ฒด ๊ธฐ์—…๋“ค์€ ์†Œ๋ถ€์žฅ ์—…์ฒด ํˆฌ์ž๋ฅผ ๋‹จ์ˆœ ์‚ฌํšŒ์  ์ฑ…์ž„ ์‹คํ˜„์ด๋‚˜ ์‹œํ˜œ์„ฑ ์ง€์› ๊ฐœ๋…์œผ๋กœ ์ ‘๊ทผํ•˜๊ธฐ๋ณด๋‹ค๋Š”, ๋™๋ฐ˜ ์„ฑ์žฅ์„ ์ด๋„๋Š” ํ•ต์‹ฌ ์—ฐ๊ตฌ๊ฐœ๋ฐœ(R&D) ์ „๋žต์œผ๋กœ ์‚ผ๊ณ  ์žˆ๋‹ค. TSMC๊ฐ€ ๊ตฌ์ถ•ํ•œ ์ƒํƒœ๊ณ„ ๋„คํŠธ์›Œํฌ, โ€˜๊ทธ๋žœ๋“œ ์–ผ๋ผ์ด์–ธ์Šคโ€™๊ฐ€ ๋Œ€ํ‘œ์  ์‚ฌ๋ก€๋‹ค.๊ทธ๋žœ๋“œ ์–ผ๋ผ์ด์–ธ์Šค๋Š” TSMC์™€ ํ•ต์‹ฌ ํ˜‘๋ ฅ์‚ฌ๋“ค์ด ๋งˆ์น˜ ํ•˜๋‚˜์˜ ๊ธฐ์—…์ฒ˜๋Ÿผ ๊ฒฐ์†ํ•ด ๋ฐ˜๋„์ฒด ์„ค๊ณ„๋ถ€ํ„ฐ ์žฅ๋น„, ์†Œ์žฌ, ๋ถ€ํ’ˆ, ํ›„๊ณต์ •๊นŒ์ง€ ์ „ ๊ณผ์ •์„ ์ตœ์ ํ™”ํ•˜๋Š” ์ดˆ๊ฑฐ๋Œ€ ๋™๋งน์ด๋‹ค. ํ˜‘๋ ฅ์‚ฌ๋“ค์€ TSMC์˜ ์••๋„์ ์ธ ํŒŒ์šด๋“œ๋ฆฌ ์ ์œ ์œจ์„ ๋ฐ”ํƒ•์œผ๋กœ ์ˆ˜์ต๊ณผ ์„ฑ์žฅ์„ ํ™•๋ณดํ•  ์ˆ˜ ์žˆ๋‹ค. TSMC๋Š” ํ˜‘๋ ฅ์‚ฌ๋“ค๊ณผ์˜ ๊ณต๋™ ์—ฐ๊ตฌ ์ฒด๊ณ„ ์•ˆ์—์„œ ์‹ ๊ธฐ์ˆ  ๊ฐœ๋ฐœ์„ ๊ฐ€์†ํ™”ํ•  ๋ฟ๋งŒ ์•„๋‹ˆ๋ผ, ์•ˆ์ •์ ์ธ ๊ณต๊ธ‰๋ง์„ ์œ ์ง€ํ•  ์ˆ˜ ์žˆ๋‹ค๋Š” ์žฅ์ ์ด ์žˆ๋‹ค. ์‹ค์ œ๋กœ ์„ธ๊ณ„ 1์œ„ ํ›„๊ณต์ • ๊ธฐ์—…์ธ ๋Œ€๋งŒ ASEํ…Œํฌ๋†€๋กœ์ง€๋ฅผ ๋น„๋กฏํ•ด, ๋‹ค์ˆ˜ ๋Œ€๋งŒ ์†Œ๋ถ€์žฅ ์—…์ฒด๋“ค์ด ์ด ๋™๋งน์„ ๋ฐœํŒ ์‚ผ์•„ ์„ธ๊ณ„์ ์ธ ๊ธฐ์—…์œผ๋กœ ๋„์•ฝํ•˜๋Š” ์„ ์ˆœํ™˜ ๊ตฌ์กฐ๊ฐ€ ๋งŒ๋“ค์–ด์ง€๊ธฐ๋„ ํ–ˆ๋‹ค.ํŒŒ์šด๋“œ๋ฆฌ ํ›„๋ฐœ์ฃผ์ž์ธ ์ธํ…” ์—ญ์‹œ 2022๋…„ ์•ฝ 10์–ต ๋‹ฌ๋Ÿฌ(์•ฝ 1์กฐ5000์–ต์›) ๊ทœ๋ชจ์˜ ํ˜์‹  ํŽ€๋“œ๋ฅผ ์ถœ๋ฒ”์‹œ์ผœ ์ฐจ์„ธ๋Œ€ ์นฉ๋ ›๊ณผ ์„ค๊ณ„ IP ์Šคํƒ€ํŠธ์—…์— ์ง์ ‘ ์ง€๋ถ„์„ ํˆฌ์žํ–ˆ๋‹ค. ๋น„๋ก ์ดํ›„ ์ธํ…” ํŒŒ์šด๋“œ๋ฆฌ ์‚ฌ์—…์€ ๊ณ ์ „์„ ๋ฉด์น˜ ๋ชปํ–ˆ์ง€๋งŒ, ์žฅ๊ธฐ์  ๊ด€์ ์—์„œ ๋‹จ์ˆœ ํ•˜์ฒญ ๊ด€๋ฆฌ๋ณด๋‹ค ์„ ์ œ์ ์ธ ์ƒํƒœ๊ณ„ ํˆฌ์ž๊ฐ€ ๋” ํšจ๊ณผ์ ์ด๋ผ๋Š” ํŒ๋‹จ์ด ๊น”๋ ค ์žˆ์—ˆ๋˜ ์…ˆ์ด๋‹ค.์ด์— ๋น„ํ•ด ๋ฉ”๋ชจ๋ฆฌ ํ˜ธํ™ฉ์— ํž˜์ž…์–ด ๋‚˜๋ž€ํžˆ ์‚ฌ์ƒ ์ตœ๋Œ€ ์‹ค์ ์„ ๊ฒฝ์‹  ์ค‘์ธ ์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค๋Š” ์•„์ง ์˜๋ฏธ ์žˆ๋Š” ์ƒํƒœ๊ณ„ ๊ตฌ์ถ•์— ์†๋„๋ฅผ ๋‚ด์ง€ ๋ชปํ•˜๊ณ  ์žˆ๋‹ค๋Š” ํ‰๊ฐ€๋ฅผ ๋ฐ›๋Š”๋‹ค. ์‹œ์žฅ์„ ์ฃผ๋„ํ•˜๋Š” โ€˜์Šˆํผ ์„(ไน™)โ€™์„ ์ง์ ‘ ์œก์„ฑํ•˜๋Š” ๊ธ€๋กœ๋ฒŒ ๊ธฐ์—…๋“ค์˜ ๋ฐฉ์‹๊ณผ๋Š” ๊ฑฐ๋ฆฌ๊ฐ€ ์žˆ๋‹ค๋Š” ์–˜๊ธฐ๋‹ค.์—…๊ณ„ ๊ด€๊ณ„์ž์™€ ์ „๋ฌธ๊ฐ€๋“ค์€ ์ผํšŒ์„ฑ ์ง€์›์ด๋‚˜ ๋‹จ์ˆœ ๋Œ€์ถœ ์ œ๋„ ์ˆ˜์ค€์„ ๋„˜์–ด, ์ƒ์ƒ์˜ ๋ฐฉ์‹์„ ๊ทผ๋ณธ์ ์œผ๋กœ ๊ฐœ์„ ํ•ด์•ผ ํ•œ๋‹ค๊ณ  ์ž…์„ ๋ชจ์€๋‹ค. ํ•œ ์†Œ๋ถ€์žฅ ์—…๊ณ„ ๊ด€๊ณ„์ž๋Š” โ€œ๊ธฐ์กด ๊ธฐ์ˆ ์„ ๋ฒ ๊ปด์„œ ์–ด๋–ป๊ฒŒ๋“  โ€˜๋” ์‹ธ๊ฒŒโ€™ ๋‚ฉํ’ˆํ•  ๋ฐฉ๋ฒ•๋งŒ ๊ณ ๋ฏผํ•˜๋Š” ์ƒํ™ฉ์—์„œ๋Š” ๊ฒฐ์ฝ” ๊ฒฝ์Ÿ๋ ฅ์„ ํ‚ค์šธ ์ˆ˜ ์—†๋‹คโ€๋ฉฐ โ€œํ˜์‹  ๊ธฐ์ˆ ์„ ๊ฐœ๋ฐœํ•˜๋ฉด ๊ทธ ๊ฐ€์น˜๋ฅผ ์ œ๋Œ€๋กœ ์ธ์ •ํ•ด์ฃผ๊ณ , ๋ณดํ˜ธยท์œก์„ฑํ•ด ์ฃผ๋Š” ํ™˜๊ฒฝ์ด ์กฐ์„ฑ๋˜์–ด์•ผ ํ•˜๋Š” ์ด์œ โ€๋ผ๊ณ  ๋งํ–ˆ๋‹ค.์ด์ง€๋งŒ ์—ฐ์„ธ๋Œ€ ๊ฒฝ์˜ํ•™๊ณผ ๊ต์ˆ˜๋Š” ์ผ๋ณธ ์†Œ๋ถ€์žฅ ์ƒํƒœ๊ณ„๋ฅผ ์ฃผ๋ชฉํ•ด ๋ณผ ํ•„์š”๊ฐ€ ์žˆ๋‹ค๊ณ  ํ–ˆ๋‹ค. ์ด ๊ต์ˆ˜๋Š” โ€œ์ผ๋ณธ์€ ์‚ผ์„ฑ์ด๋‚˜ SKํ•˜์ด๋‹‰์Šค ๊ฐ™์€ โ€˜์™„์„ฑํ˜• ์นฉ ๋ฉ”์ด์ปคโ€™๋Š” ์—†์ง€๋งŒ, ์ˆ˜๋งŽ์€ ๋ฐ˜๋„์ฒด ์†Œ๋ถ€์žฅ ๊ธฐ์—…๋“ค์˜ ์‹ค์ ์ด ๋ชจ์—ฌ ์„ธ๊ณ„ ์‹œ์žฅ์—์„œ ๋ง‰๋Œ€ํ•œ ์ˆ˜์ต์„ ํœฉ์“ธ๊ณ  ์žˆ๋‹คโ€๋ฉฐ โ€œ์ข…ํ•ฉ๋ฐ˜๋„์ฒด ๊ธฐ์—…์€ ์„ธ๊ณ„ 1ยท2์œ„๋ฅผ ๋‹คํˆฌ์ง€๋งŒ, ์ •์ž‘ ๊ธ€๋กœ๋ฒŒ ์†Œ๋ถ€์žฅ ํ†ฑ 5์œ„ ์•ˆ์— ๋“œ๋Š” ๊ธฐ์—…์€ ๋‹จ ํ•œ ๊ณณ๋„ ์—†๋Š” ํ•œ๊ตญ์˜ ํ˜„์‹ค์„ ๋˜๋Œ์•„๋ด์•ผ ํ•œ๋‹คโ€๊ณ  ๊ฐ•์กฐํ–ˆ๋‹ค.์ƒํƒœ๊ณ„ ํˆฌ์ž๋Š” ๊ฒฐ๊ตญ ์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค์˜ โ€˜๊ธฐ์ดˆ ์ฒด๋ ฅโ€™์„ ํ‚ค์›Œ์ค„ ๊ฒƒ์ด๋ผ๊ณ ๋„ ์ง„๋‹จํ–ˆ๋‹ค. ์ด ๊ต์ˆ˜๋Š” โ€œํ˜„์žฌ ๋‘ ๋Œ€๊ธฐ์—…์ด ๊ฑฐ๋‘๋Š” ๋ง‰๋Œ€ํ•œ ์ด์ต์€ AI ์—ดํ’์— ๋”ฐ๋ฅธ ์ผ์‹œ์  ํ˜„์ƒ์ผ ์ˆ˜ ์žˆ๋‹คโ€๋ฉฐ โ€œ์‹คํƒ„(์ž๊ธˆ๋ ฅ)์ด ํ’๋ถ€ํ•œ ์ง€๊ธˆ ์„ ์ œ์ ์œผ๋กœ ์ง€๋ถ„์„ ํˆฌ์žํ•ด ๋‘๋ฉด, ๊ณต๊ธ‰๋ง ๊ฐ•ํ™”์™€ ๋”๋ถˆ์–ด ์†Œ๋ถ€์žฅ ์—…๊ณ„์˜ ์„ฑ์žฅ์„ ํ•จ๊ป˜ ๋ˆ„๋ฆด ์ˆ˜ ์žˆ๋Š” ์ตœ์ ์˜ ๊ตฌ์กฐ๊ฐ€ ๋งŒ๋“ค์–ด์งˆ ๊ฒƒโ€์ด๋ผ๊ณ  ๋งํ–ˆ๋‹ค.๋ฐ•์„ ์˜ ๊ธฐ์ž pomme@kmib.co.kr

SK ๋งค์ถœ ์ •๋ณด

SK ์—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 122,703,338,000,000 -1.59% 1,818,476,000,000 -22.79% 3,555,246,000,000 572.31%
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%

SK ๋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
2026.1Q 36,751,262,000,000 21.33% 3,673,119,000,000 837.64% 9,906,258,000,000 368.30%
2025.4Q 30,290,076,000,000 -2.42% 391,741,000,000 -52.65% -3,692,266,000,000 -237.77%
2025.3Q 31,041,366,000,000 2.98% 827,400,000,000 314.62% 2,679,989,000,000 174.36%
2025.2Q 30,141,963,000,000 -3.48% 199,554,000,000 -50.08% 976,811,000,000 -72.80%

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -24,599

๊ธฐ๊ด€: 18,673

์™ธ์ธ: 7,112

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -1,034,025

๊ธฐ๊ด€: 157,916

์™ธ์ธ: 887,627

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-05-27 -24,599 18,673 7,112
2026-05-26 -4,384 -8,817 12,128
2026-05-22 -79,975 -3,016 82,731
2026-05-21 -37,288 12,782 25,577
2026-05-20 -17,038 59,555 -42,875
2026-05-19 -12,059 40,010 -28,561
2026-05-18 -35,740 57,939 -21,591
2026-05-15 -14,873 -39,959 56,569
2026-05-14 -18,481 -37,921 58,761
2026-05-13 -7,988 22,608 -24,162
2026-05-12 -37,948 -29,692 72,093
2026-05-11 3,411 22,605 -28,913
2026-05-08 -5,290 10,768 -6,531
2026-05-07 -24,957 24,131 2,722
2026-05-06 -26,893 -56,829 86,239
2026-05-04 -88,256 32,061 56,631
2026-04-30 -27,653 22,366 1,970
2026-04-29 -50,718 214 48,495
2026-04-28 -36,672 -547 34,518
2026-04-27 -39,516 11,987 24,412
2026-04-24 -22,560 -18,078 38,782

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-05-27 -609,477 140,840 456,107
2026-05-26 -584,878 122,167 448,995
2026-05-22 -580,494 130,984 436,867
2026-05-21 -500,519 134,000 354,136
2026-05-20 -463,231 121,218 328,559
2026-05-19 -446,193 61,663 371,434
2026-05-18 -434,134 21,653 399,995
2026-05-15 -398,394 -36,286 421,586
2026-05-14 -383,521 3,673 365,017
2026-05-13 -365,040 41,594 306,256
2026-05-12 -357,052 18,986 330,418
2026-05-11 -319,104 48,678 258,325
2026-05-08 -322,515 26,073 287,238
2026-05-07 -317,225 15,305 293,769
2026-05-06 -292,268 -8,826 291,047
2026-05-04 -265,375 48,003 204,808
2026-04-30 -177,119 15,942 148,177
2026-04-29 -149,466 -6,424 146,207
2026-04-28 -98,748 -6,638 97,712
2026-04-27 -62,076 -6,091 63,194
2026-04-24 -22,560 -18,078 38,782

SK ์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
228,766,077,000,000 57.58% 42.42%

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‰: 16,428 (3.5%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 4,553 (0.01%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2026-05-27 680,000 16,428 3.50%
2026-05-26 656,000 12,396 3.43%
2026-05-22 642,000 18,538 3.68%
2026-05-21 576,000 13,247 3.71%
2026-05-20 526,000 26,265 5.76%
2026-05-19 519,000 7,637 3.39%
2026-05-18 530,000 43,646 10.80%
2026-05-15 503,000 1 0.00%
2026-05-14 541,000 3,268 1.22%
2026-05-13 550,000 12,778 3.49%
2026-05-12 541,000 20,763 4.96%
2026-05-11 571,000 19,780 5.34%
2026-05-08 550,000 12,858 5.38%
2026-05-07 543,000 28,515 6.54%
2026-05-06 520,000 26,043 3.08%
2026-05-04 475,500 11,102 2.46%
2026-04-30 425,000 4,822 1.65%
2026-04-29 425,000 3,435 1.34%
2026-04-28 414,000 3,871 1.92%
2026-04-27 412,000 2,164 0.90%
2026-04-24 398,500 9,687 3.26%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2026-05-22 642,000 4,553 0.01%
2026-05-21 576,000 2,870 0.00%
2026-05-20 526,000 2,870 0.00%
2026-05-19 519,000 5,740 0.01%
2026-05-18 530,000 2,870 0.00%
2026-05-15 503,000 2,885 0.00%
2026-05-14 541,000 4,887 0.01%
2026-05-13 550,000 5,105 0.01%
2026-05-12 541,000 3,207 0.00%
2026-05-11 571,000 3,207 0.00%
2026-05-08 550,000 3,207 0.00%
2026-05-07 543,000 3,207 0.00%
2026-05-06 520,000 3,207 0.00%
2026-05-04 475,500 3,207 0.00%
2026-04-30 425,000 4,064 0.01%
2026-04-29 425,000 4,109 0.01%
2026-04-28 414,000 4,109 0.01%
2026-04-27 412,000 4,249 0.01%
2026-04-24 398,500 4,249 0.01%
2026-04-23 396,500 4,302 0.01%
2026-04-22 381,500 4,302 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 475,617.732 65,052.59 3์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) 18.232 14.92 15์œ„
PBR 1.435 1.01 7์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) 6.352 5.02 25์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 1.067 2.46 44์œ„
์˜์—…์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„