์˜คํ… ๋กœ๊ณ 

์˜คํ… (067170) ์ฃผ๊ฐ€ ๋ฐ ์ข…๋ชฉ ์ •๋ณด

์˜คํ… ์‹ค์‹œ๊ฐ„ ์ฃผ๊ฐ€

์˜คํ… ํ˜„์žฌ๊ฐ€ ์ƒ์„ธ ์ •๋ณด
ํ•ญ๋ชฉ ๊ฐ’
ํ˜„์žฌ๊ฐ€ 2,630 ์›
๋ณ€๋™๋Ÿ‰ 0.00 ์›
๋ณ€๋™๋ฅ  0.00%
๊ฑฐ๋ž˜๋Ÿ‰ 786,602
๊ฑฐ๋ž˜๋Œ€๊ธˆ 2,072,914,152 ์›

์˜คํ… ์ผ๋ณ„ ์ฃผ๊ฐ€

์˜คํ…์˜ ๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
6/30/2026 2,880 3,210 2,735 2,895 2,385,911 7,035,472,524
7/1/2026 2,770 2,840 2,400 2,445 861,245 2,221,563,864
7/2/2026 2,445 2,480 2,310 2,440 486,900 1,164,319,307
7/5/2026 2,500 2,970 2,385 2,705 3,764,342 10,135,783,377
7/6/2026 2,910 3,150 2,705 2,900 2,607,309 7,627,616,357
7/7/2026 2,810 3,060 2,615 2,685 1,088,533 3,029,773,850
7/8/2026 2,545 2,785 2,465 2,465 960,103 2,478,078,820
7/9/2026 2,545 2,890 2,530 2,830 1,185,560 3,270,116,359
7/12/2026 2,900 3,105 2,750 2,855 2,449,488 7,154,191,964
7/13/2026 2,855 2,940 2,505 2,630 1,173,521 3,074,873,544

๊ด€๋ จ ํ…Œ๋งˆ

  • ํญ์—ผ : ๊ณ„์—ด์‚ฌ ์˜คํ…์บ๋ฆฌ์–ด๊ฐ€ ์บ๋ฆฌ์–ด ๋ธŒ๋žœ๋“œ๋กœ ๊ฐ€์ •์šฉ, ์‚ฐ์—…์šฉ, ๊ณ ์†์ฒ  ๋“ฑ ์—์–ด์ปจ ์ƒ์‚ฐ, ํŒ๋งคํ•˜๋Š” ๊ธฐ์—…
  • ์‚ฐ๋ถˆ : ์•ฐ๋ทธ๋Ÿฐ์Šค๋ฅผ ํฌํ•จํ•œ ํŠน์žฅ์ฐจ ์ƒ์‚ฐ ๊ธฐ์ˆ ์„ ๋ณด์œ ํ•œ ๊ธฐ์—…
  • ์ง€์ง„ : ํŠน์ˆ˜์ฐจ๋Ÿ‰ ์ œ์กฐ ์—…์ฒด๋กœ ํŠน์ˆ˜ํ˜• ์— ๋ทธ๋Ÿฐ์Šค๋‚˜ ์ผ๋ฐ˜ํ˜• ์•ฐ๋ทธ๋Ÿฐ์Šค ๋“ฑ ๊ฐ์ข… ๊ฒ€์ง„์ฐจ๋“ค์„ ์ œ์กฐ
  • ๋ƒ‰๋ฐฉ : ์ข…์† ํšŒ์‚ฌ์ธ ์˜คํ… ์บ๋ฆฌ์–ด๋ฅผ ํ†ตํ•ด ๋ƒ‰๋‚œ๋ฐฉ ๊ธฐ๊ธฐ์™€ ๊ณต์กฐ ๊ด€๋ จ ์ œํ’ˆ์„ ์ƒ์‚ฐํ•ด ํŒ๋งคํ•˜๋Š” ๊ธฐ์—…
  • ์Œ์••๋ณ‘์‹ค : ํŠน์ˆ˜์ฐจ๋Ÿ‰ ์ œ์กฐ์—…์ฒด๋กœ ์ตœ์ฒจ๋‹จ ํ•œ๊ตญํ˜• ๊ตฌ๊ธ‰์ฐจ, ์Œ์•• ๊ตฌ๊ธ‰์ฐจ, ๋ณต์ง€์ฐจ๋Ÿ‰, ์•”๊ฑด์ง„ ์ „๋ฌธ ์ง„๋ฃŒ ์ฐจ๋Ÿ‰, ํŠน์ˆ˜ ๋ฌผ๋ฅ˜ ์ฐจ๋Ÿ‰, ์˜๋ฃŒ ๊ธฐ๊ธฐ ๋ฐ ์ž๋™์ฐจ ๋ถ€ํ’ˆ์„ ์ƒ์‚ฐํ•˜๊ณ  ์žˆ์Œ
  • ์ฟ ํŒก : ๋ƒ‰๋™ ํƒ‘์ฐจ ๋“ฑ ํŠน์ˆ˜์ฐจ๋Ÿ‰ ์ œ์กฐ ์ „๋ฌธ๊ธฐ์—…์œผ๋กœ ์ฟ ํŒก ๋ฌผ๋ฅ˜์ฐจ ์ƒ์‚ฐ
  • ์ œ์Šต๊ธฐ : ์žํšŒ์‚ฌ ์บ๋ฆฌ์–ด์—์–ด์ปจ์„ ํ†ตํ•ด ์—์–ด์ปจยท๊ณต๊ธฐ์ฒญ์ •๊ธฐยท์ œ์Šต๊ธฐ ๋“ฑ ๋ƒ‰๋‚œ๋ฐฉยท์ƒํ™œ๊ฐ€์ „ ์‚ฌ์—…์„ ์˜์œ„
  • ๊ณต๊ธฐ์ฒญ์ •๊ธฐ : ์ข…์† ํšŒ์‚ฌ์ธ ์˜คํ… ์บ๋ฆฌ์–ด๋ฅผ ํ†ตํ•ด ๊ฐ€์ •์šฉ ๋ฐ ์ƒ์—…์šฉ ๋ƒ‰๋‚œ๋ฐฉ ๊ธฐ๊ธฐ, ๊ณต์กฐ ๊ธฐ๊ธฐ๋ฅผ ์ƒ์‚ฐ
  • ๊ณ ๋ นํ™”/๋…ธ์ธ๋ณต์ง€ : ์•ฐ๋ทธ๋Ÿฐ์Šค, ๋ณต์ง€์ฐจ๋Ÿ‰, ์žฅ์• ์ธ์Šน์šฉ์ฐจ, ์ด๋™์‹ ๋ชฉ์š•์ฐจ๋Ÿ‰ ๋“ฑ ํŠน์ˆ˜์ฐจ๋Ÿ‰ ์ œ์กฐ ์ „๋ฌธ๊ธฐ์—…
  • ๋‚˜๊ฒฝ์› : ๋‚˜๊ฒฝ์› ์˜์›์ด ์žฅ์• ์ธ ๋ณต์ง€์ฐจ๋Ÿ‰ ๊ด€๋ จ ๋ฐœ์–ธ์„ ํ•œ ์  ์žˆ์–ด ์ˆ˜ํ˜œ์ฃผ๋กœ ๋ถ€๊ฐ
  • ์•ก์นจ๋ƒ‰๊ฐ : ๋ฐ์ดํ„ฐ์„ผํ„ฐ์šฉ ๋ƒ‰๊ฐ์žฅ์น˜ FWU ๋‚ฉํ’ˆ๊ณผ DLC ๋ƒ‰๊ฐ ๋Œ€์‘ ๋ƒ‰๋™๊ธฐ ๊ณต๊ธ‰

์˜คํ… ํšŒ์‚ฌ ์ •๋ณด

์‹œ์žฅ ์‹œ๊ฐ€์ด์•ก ๊ธฐ์—…์ˆœ์œ„ ์ฃผ์‹์ˆ˜ ์™ธ๊ตญ์ธ ๋น„์ค‘ ์‚ฐ์—…๊ตฐ ์„ธ๋ถ€ ์‚ฐ์—…๊ตฐ 52์ฃผ ์ตœ๊ณ  52์ฃผ ์ตœ์ €
kosdaq 711์–ต 902์œ„ 27,062,370 1.16% ์ž๋™์ฐจ ์ž๋™์ฐจ 5,200 1,650

์˜คํ… ๊ธฐ์—… ๊ฐœ์š”

์˜คํ…์€ ํŠน์ˆ˜์ฐจ๋Ÿ‰ ์ œ์กฐ ์ „๋ฌธ๊ธฐ์—…์œผ๋กœ์„œ ์ตœ์ฒจ๋‹จ ์Œ์•• ์•ฐ๋ทธ๋Ÿฐ์Šค์™€ ํ•œ๊ตญํ˜• ์•ฐ๋ทธ๋Ÿฐ์Šค ๋ณต์ง€์ฐจ๋Ÿ‰, ์•”๊ฒ€์ง„ ๋ฐ ์ „๋ฌธ ์ง„๋ฃŒ์ฐจ๋Ÿ‰, ํŠน์ˆ˜ ๋ฌผ๋ฅ˜์ฐจ๋Ÿ‰, ์˜๋ฃŒ๊ธฐ๊ธฐ, ๊ธฐํƒ€ ์ž๋™์ฐจ๋ถ€ํ’ˆ์„ ์ƒ์‚ฐํ•˜๋Š” ๊ธฐ์—…์ด๋‹ค. ์ฃผ์š” ์ข…์†๊ธฐ์—…์€ ์˜คํ…์บ๋ฆฌ์–ด(์ฃผ), ์˜คํ…์บ๋ฆฌ์–ด๋ƒ‰์žฅ(์œ ), ์˜คํ…์˜คํ‹ฐ์ŠคํŒŒํ‚น์‹œ์Šคํ…œ(์œ )๊ฐ€ ์žˆ๋‹ค. ์ฃผ์š” ๋งค์ถœ์€ ์•ฐ๋ทธ๋Ÿฐ์Šค, ์ž๋™์ฐจ๋ถ€ํ’ˆ, ๋ƒ‰์žฅ๋ƒ‰๋™ํƒ‘์ฐจ ๋“ฑ์˜ ํŠน์žฅ์ฐจ๋Ÿ‰๋ถ€๋ฌธ์—์„œ ๋ฐœ์ƒํ•˜๊ณ  ์žˆ๋‹ค. ๋‹น์‚ฌ๋Š” ๋นŒ๋”ฉ ์ธํ…”๋ฆฌ์ „ํŠธ ์†”๋ฃจ์…˜, ๋ Œํƒˆ์‚ฌ์—… ๋“ฑ์˜ ๋ถ„์•ผ๋กœ ์‹ ๊ทœ์‚ฌ์—…์„ ํ™•์žฅํ•˜๊ณ  ์žˆ๋‹ค.

์˜คํ… AI์˜ˆ์ธก

AI์˜ˆ์ธก๊ธฐ๋Š” ์˜คํ…์„ ๊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.

์˜คํ… ์ง€ํ‘œ๋ถ„์„

์ˆ˜์ต๋ฅ  1์œ„ ๋งค๋งค์ „๋žต์€ ์˜คํ…์„ ๋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‹  ์˜คํ… ๊ด€๋ จ ๋‰ด์Šค

[ํŒŒ์ด๋‚ธ์…œ๋‰ด์Šค] '์—ฌ๋ฆ„ ๋Œ€ํ‘œ์ฃผ'๋กœ ๊ผฝํ˜€์˜จ ์˜คํ…์ด ์ด์ œ๋Š” AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ ์‹œ๋Œ€์˜ ํ•ต์‹ฌ ์—ด๊ด€๋ฆฌ ๊ธฐ์—…์œผ๋กœ ์žฌํ‰๊ฐ€๋ฐ›์„ ์ˆ˜ ์žˆ๋‹ค๋Š” ๋ถ„์„์ด ๋‚˜์™”๋‹ค. ํญ์—ผ๊ณผ ํžˆํŠธํŽŒํ”„ ์ •์ฑ…์ด ๋‹จ๊ธฐ ์‹ค์ ์„ ๊ฒฌ์ธํ•˜๋Š” ๊ฐ€์šด๋ฐ, ์•ก์ฒด๋ƒ‰๊ฐ(Direct Liquid CoolingยทDLC) ์‹œ์žฅ์ด ๋ณธ๊ฒฉ ๊ฐœํ™”ํ•˜๋ฉด ๊ธฐ์—…๊ฐ€์น˜ ์ž์ฒด๊ฐ€ ๋‹ฌ๋ผ์งˆ ์ˆ˜ ์žˆ๋‹ค๋Š” ์ง„๋‹จ์ด๋‹ค. ์ด์ค€์„ ํ•œ์–‘์ฆ๊ถŒ ์—ฐ๊ตฌ์›์€ 8์ผ ๋ณด๊ณ ์„œ์—์„œ "์˜คํ…์€ ๊ณ„์ ˆ์„ฑ ์—์–ด์ปจ ๊ธฐ์—…์ด ์•„๋‹ˆ๋ผ ํญ์—ผ, ํžˆํŠธํŽŒํ”„, AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ๋ฅผ ๋ชจ๋‘ ์•„์šฐ๋ฅด๋Š” ์—ด๊ด€๋ฆฌ ์†”๋ฃจ์…˜ ๊ธฐ์—…์œผ๋กœ ์ง„ํ™”ํ•˜๊ณ  ์žˆ๋‹ค"๊ณ  ๋ฐํ˜”๋‹ค. ์˜คํ…์€ ํŠน์ˆ˜๋ชฉ์ ์ฐจ๋Ÿ‰ ์ œ์กฐ์—…์ฒด๋กœ ์ถœ๋ฐœํ–ˆ์ง€๋งŒ ์บ๋ฆฌ์–ด์—์–ด์ปจ ์ธ์ˆ˜ ์ดํ›„ ๋ƒ‰๋‚œ๋ฐฉ๊ณต์กฐ๋ฅผ ์ค‘์‹ฌ์œผ๋กœ ์‚ฌ์—…๊ตฌ์กฐ๋ฅผ ์žฌํŽธํ–ˆ๋‹ค. ์˜ฌํ•ด 1ยท4๋ถ„๊ธฐ ์—ฐ๊ฒฐ ๊ธฐ์ค€ ๋งค์ถœ์˜ 80% ์ด์ƒ์ด ๋ƒ‰๋‚œ๋ฐฉ๊ณต์กฐ์™€ ๋ƒ‰๋™ยท๋ƒ‰์žฅ ๋“ฑ ์—ด๊ด€๋ฆฌ ์‚ฌ์—…์—์„œ ๋ฐœ์ƒํ–ˆ๋‹ค. ์ตœ๊ทผ ์‹ ์ฃผ์ธ์ˆ˜๊ถŒ๋ถ€์‚ฌ์ฑ„(BW) ๋ฐœํ–‰

[์ธํฌ์Šคํƒ๋ฐ์ผ๋ฆฌ=๋ฐ•์ƒ์ฒ  ๊ธฐ์ž] 6์ผ ์˜ค์ „ ๊ตญ๋‚ด ์ฃผ์‹์‹œ์žฅ์—์„œ ๋ณธ๊ฒฉ์ ์ธ ์žฅ๋งˆ์ฒ  ์ง„์ž…๊ณผ ์œ ๋Ÿฝ ์ง€์—ญ์˜ ์ด๋ก€์ ์ธ ํญ์—ผ์— ๋”ฐ๋ฅธ ์—์–ด์ปจ ์ˆ˜์š” ๊ธ‰์ฆ ์†Œ์‹์ด ๋งž๋ฌผ๋ฆฌ๋ฉด์„œ ์—ฌ๋ฆ„๊ฐ€์ „ ๋ฐ ์ œ์Šต๊ธฐ ๊ด€๋ จ ํ…Œ๋งˆ์ฃผ๊ฐ€ ๊ฐ•์„ธ๋ฅผ ๋ณด์ด๊ณ  ์žˆ๋‹ค. ๊ธฐ์ƒ์ฒญ ๋ฐœํ‘œ์— ๋”ฐ๋ฅด๋ฉด ์ด๋‚  ์ „๊ตญ์ด ๋ณธ๊ฒฉ์ ์ธ ์žฅ๋งˆ ์˜ํ–ฅ๊ถŒ์— ํŽธ์ž…๋˜์—ˆ์œผ๋ฉฐ, ์„œ์šธ์„ ํฌํ•จํ•œ ์ˆ˜๋„๊ถŒ๊ณผ ์ถฉ์ฒญ๊ถŒ, ์ „๋ผ๊ถŒ์„ ์ค‘์‹ฌ์œผ๋กœ ์ตœ๋Œ€ 60mm ์ˆ˜์ค€์˜ ๊ฐ•์šฐ๊ฐ€ ์˜ˆ๋ณด๋˜์—ˆ๋‹ค. ์˜ฌํ•ด ์žฅ๋งˆ๋Š” ํ‰๋…„ ๋Œ€๋น„ ๋‹ค์†Œ ๋Šฆ๊ฒŒ ์‹œ์ž‘๋œ ๊ฒฝํ–ฅ์ด ์žˆ์œผ๋‚˜, ์ด๋ฒˆ ์ฃผ ํ›„๋ฐ˜๊นŒ์ง€ ์ง€์†์ ์ธ ์žฅ๋ง›๋น„์™€ ํ•จ๊ป˜ ๋†’์€ ์Šต๋„๋ฅผ ๋™๋ฐ˜ํ•œ ํ›„ํ…์ง€๊ทผํ•œ ๋‚ ์”จ๊ฐ€ ์žฅ๊ธฐ๊ฐ„ ์ด์–ด์งˆ ๊ฒƒ์œผ๋กœ ์ „๋ง๋œ๋‹ค.

์˜คํ…(067170)์˜ ๊ณ„์—ด์‚ฌ ์˜คํ…์บ๋ฆฌ์–ด(ํšŒ์žฅ ๊ฐ•์„ฑํฌ)๊ฐ€ ๊ธ€๋กœ๋ฒŒ ์บ๋ฆฌ์–ด์™€ ์‚ฌ์—… ํ˜‘๋ ฅ์„ ๊ฐ•ํ™”ํ•˜๊ฒ ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ์ด๋ฅผ ๊ธฐ๋ฐ˜์œผ๋กœ ์ฐจ์„ธ๋Œ€ ๋ƒ‰๊ฐ ์†”๋ฃจ์…˜ ์‚ฌ์—…์„ ๋ณธ๊ฒฉ ์ถ”์ง„ํ•œ๋‹ค๊ณ  ์ „๋žต์ด๋‹ค.๊ธ€๋กœ๋ฒŒ ์บ๋ฆฌ์–ด๋Š” ์ตœ๊ทผ ๋ƒ‰๊ฐ์ˆ˜ ๋ถ„๋ฐฐ ์žฅ์น˜(Coolant Distribution Unit, ์ดํ•˜ CDU) '65LL'์„ ์—”๋น„๋””์•„ ๋งˆ์ผ“ํ”Œ๋ ˆ์ด์Šค(NVIDIA Marketplace)์— ์ƒ˜ํ”Œ ์ค€๋น„ ์™„๋ฃŒ๋กœ ๋“ฑ๋ก์„ ์™„๋ฃŒํ•œ ์ƒํ™ฉ. ์—”๋น„๋””์•„ ๋งˆ์ผ“ํ”Œ๋ ˆ์ด์Šค๋Š” AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ ๊ตฌ์ถ•์— ํ•„์š”ํ•œ ์„œ๋ฒ„, ๋„คํŠธ์›Œํฌ, ์ „๋ ฅ, ๋ƒ‰๊ฐ ๋“ฑ ํ•ต์‹ฌ ์ธํ”„๋ผ ์†”๋ฃจ์…˜์„ ์†Œ๊ฐœํ•˜๊ณ  ๊ฒ€์ฆํ•˜๋Š” ํ”Œ๋žซํผ์œผ๋กœ, ๊ธ€๋กœ๋ฒŒ ์บ๋ฆฌ์–ด๋Š” ์ด๋ฒˆ ๋“ฑ๋ก์„ ํ†ตํ•ด โ€˜65LLโ€™์„ ๊ธ€๋กœ๋ฒŒ ๊ณ ๊ฐ์‚ฌ ๋ฐ ํŒŒํŠธ๋„ˆ์‚ฌ๋กœ ๋“ฑ๊ทนํ•˜๊ฒŒ ๋๋‹ค. ์ด๋ฒˆ์— ๊ณต๊ฐœ๋œ '65LL'์€ ์ตœ๋Œ€ 1.2MW๊ธ‰ ๋ƒ‰๊ฐ ์šฉ๋Ÿ‰์„ ์ง€์›ํ•˜๋Š” ๊ณ ์„ฑ๋Šฅ ์•ก์ฒด๋ƒ‰๊ฐ ๋ถ„๋ฐฐ์žฅ์น˜๋กœ ์‹œ์„ค ๋ƒ‰๊ฐ์ˆ˜(FCS)์™€ ์„œ๋ฒ„ ๋ƒ‰๊ฐ์ˆ˜(TCS) ๊ฐ„ ์˜จ๋„ ์ฐจ์ด๋ฅผ ์ผ๋ฐ˜ ์ˆ˜์ค€์˜ ์ ˆ๋ฐ˜ ๊ฐ€๋Ÿ‰์— ํ•ด๋‹นํ•˜๋Š” 2โ„ƒ ์ˆ˜์ค€๊นŒ์ง€ ๋‚ฎ์ถฐ ์—ด๊ตํ™˜ ํšจ์œจ์„ ํฌ๊ฒŒ ํ–ฅ์ƒ์‹œ์ผฐ๋‹ค. ์ด๋ฅผ ํ†ตํ•ด ์น ๋Ÿฌ ์—๋„ˆ์ง€๋ฅผ ์•ฝ 10% ์ ˆ๊ฐํ•  ์ˆ˜ ์žˆ์–ด ๊ณ ๋ฐœ์—ด AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ์˜ ์ „๋ ฅ ํšจ์œจ ํ–ฅ์ƒ์— ๊ธฐ์—ฌํ•  ์ „๋ง์ด๋‹ค.์ตœ๊ทผ ์ƒ์„ฑํ˜• AI ํ™•์‚ฐ๊ณผ ํ•จ๊ป˜ ๊ณ ์„ฑ๋Šฅ GPU ๊ธฐ๋ฐ˜ AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ ํˆฌ์ž๊ฐ€ ๋น ๋ฅด๊ฒŒ ํ™•๋Œ€๋จ์— ๋”ฐ๋ผ

์ค‘๋™ ์ง€์ •ํ•™ ๋ฆฌ์Šคํฌ์™€ ์›”๋“œ์ปต ์†Œ๋น„ ๊ธฐ๋Œ€, ๋ฐ˜๋„์ฒดยทํ™”์žฅํ’ˆ ์—…์ข… ์ˆœํ™˜๋งค๊ฐ€ ๋งž๋ฌผ๋ฆฌ๋ฉฐ ์ƒํ•œ๊ฐ€ ์ข…๋ชฉ์ด ๋‚˜์™”๋‹ค. 11์ผ ์ฝ”์Šคํ”ผ ์‹œ์žฅ์—...

[์ธํฌ์Šคํƒ๋ฐ์ผ๋ฆฌ=๋ฐ•์ƒ์ฒ  ๊ธฐ์ž]โ–  ์  ์Šจ ํ™ฉ CEO, SKยทํ˜„๋Œ€์ฐจยทLGยท๋„ค์ด๋ฒ„ ๋“ฑ ๋Œ€๊ธฐ์—…๊ทธ๋ฃน ํšŒ์žฅ๊ณผ ํšŒ๋™ ๋“ฑ ๋ฐฉํ•œ ์ผ์ • ์†Œํ™” - ์  ์Šจ ํ™ฉ ์—”๋น„๋””์•„ CEO(์ตœ๊ณ ๊ฒฝ์˜์ž)๊ฐ€ 6์›”5~8์ผ ๋ฐฉํ•œํ•ด ์ตœํƒœ์› SK๊ทธ๋ฃน ํšŒ์žฅ, ์ •์˜์„  ํ˜„๋Œ€์ฐจ๊ทธ๋ฃน ํšŒ์žฅ, ๊ตฌ๊ด‘๋ชจ LG๊ทธ๋ฃน ํšŒ์žฅ, ์ดํ•ด์ง„ ๋„ค์ด๋ฒ„ ์˜์žฅ๊ณผ ํšŒ๋™์„ ๊ฐ€์งˆ ์ „๋ง์ด๋‹ค็พŽ 5์›” ๊ณ ์šฉ๋™ํ–ฅ๋ณด๊ณ ์„œ ๋ฐœํ‘œ โ€“ ํ˜„์ง€์‹œ๊ฐ„์œผ๋กœ 6์›” 5์ผ ๋ฏธ๊ตญ ๋…ธ๋™๋ถ€๊ฐ€ 5์›” ๊ณ ์šฉ๋™ํ–ฅ๋ณด๊ณ ์„œ(Employment Situation)๋ฅผ ๋ฐœํ‘œํ•œ๋‹ค. ์—ฌ๊ธฐ์—๋Š” ๋น„๋†์—…๋ถ€๋ฌธ ๊ณ ์šฉ์ž์ˆ˜ ๋ณ€๋™, ์ œ์กฐ์—… ์ž„๊ธˆ ๋ณ€๋™, ์‹ค์—…๋ฅ  ๋“ฑ ์ฃผ์š” ์ง€ํ‘œ๊ฐ€ ํฌํ•จ๋œ๋‹ค. ํ•œ๊ตญ ์‹œ๊ฐ„

์˜คํ… ๋งค์ถœ ์ •๋ณด

์˜คํ… ์—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 852,138,652,064 -6.28% -2,263,272,785 84.79% -7,955,918,301 74.87%
2024.4Q 909,232,399,803 -5.26% -14,876,996,743 -52.35% -31,653,622,453 -52.96%
2023.4Q 959,746,785,770 -5.86% -9,765,027,665 48.77% -20,694,574,767 46.63%
2022.4Q 1,019,469,800,000 0.18% -19,061,314,000 -397.63% -38,775,824,000 -31766.39%

์˜คํ… ๋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 163,014,417,604 13.60% -4,180,124,349 58.95% -11,669,681,808 -6.36%
2025.4Q 143,499,975,490 -44.06% -10,183,597,613 -315.41% -10,972,104,434 -3211.88%
2025.3Q 256,519,370,320 -6.75% 4,727,625,975 58.37% -331,295,127 -107.09%
2025.2Q 275,087,870,701 55.39% 2,985,112,200 1338.01% 4,675,446,087 452.08%

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: 62,064

๊ธฐ๊ด€: 1,317

์™ธ์ธ: -63,381

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: 2,683,224

๊ธฐ๊ด€: -864,127

์™ธ์ธ: -203,863

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-07-15 62,064 1,317 -63,381
2026-07-14 116,553 - -116,703
2026-07-13 71,354 -1,261 -71,220
2026-07-10 -188,576 -553 193,340
2026-07-09 -74,066 35,487 31,293
2026-07-08 -27,181 -701 27,882
2026-07-07 -22,875 -19,710 52,593
2026-07-06 -56,291 -653 66,046
2026-07-03 -14,897 -100 12,516
2026-07-02 -20,996 753 8,783
2026-07-01 63,328 -368 -66,007
2026-06-30 -17,174 368 19,207
2026-06-29 -38,168 - 18,932
2026-06-26 43,465 -19,180 -91,273
2026-06-25 33,290 -126,733 91,439
2026-06-24 107,835 -30,520 -69,948
2026-06-23 102,447 -22,826 -57,944
2026-06-22 -76,206 5,974 71,330
2026-06-19 -21,695 15,691 4,284
2026-06-18 30,201 39,204 -78,238
2026-06-17 -89,037 -29,340 120,003

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-07-15 -16,625 -153,151 102,934
2026-07-14 -78,689 -154,468 166,315
2026-07-13 -195,242 -154,468 283,018
2026-07-10 -266,596 -153,207 354,238
2026-07-09 -78,020 -152,654 160,898
2026-07-08 -3,954 -188,141 129,605
2026-07-07 23,227 -187,440 101,723
2026-07-06 46,102 -167,730 49,130
2026-07-03 102,393 -167,077 -16,916
2026-07-02 117,290 -166,977 -29,432
2026-07-01 138,286 -167,730 -38,215
2026-06-30 74,958 -167,362 27,792
2026-06-29 92,132 -167,730 8,585
2026-06-26 130,300 -167,730 -10,347
2026-06-25 86,835 -148,550 80,926
2026-06-24 53,545 -21,817 -10,513
2026-06-23 -54,290 8,703 59,435
2026-06-22 -156,737 31,529 117,379
2026-06-19 -80,531 25,555 46,049
2026-06-18 -58,836 9,864 41,765
2026-06-17 -89,037 -29,340 120,003

์˜คํ… ์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
556,945,215,772 77.61% 22.39%

์˜คํ… ๋งค์ถœ ๊ตฌ์„ฑ

๊ตฌ์„ฑ ์š”์†Œ ๋น„์œจ
PALLET ์™ธ [ํŠน์žฅ์ฐจ๋Ÿ‰์‚ฌ์—…๋ถ€๋ฌธ] 28.25%
์•ฐ๋ทธ๋Ÿฐ์Šค ์™ธ [ํŠน์žฅ์ฐจ๋Ÿ‰์‚ฌ์—…๋ถ€๋ฌธ] 26.34%
๋‚ด์žฅ.๋ƒ‰๋™ํƒ‘(์ฐจ)์™ธ [ํŠน์žฅ์ฐจ๋Ÿ‰์‚ฌ์—…๋ถ€๋ฌธ] 22.68%
์žฅ์• ์ธ์ฐจ ์™ธ [ํŠน์žฅ์ฐจ๋Ÿ‰์‚ฌ์—…๋ถ€๋ฌธ] 21.77%
๊ธฐํƒ€ํŠน์žฅ [ํŠน์žฅ์ฐจ๋Ÿ‰์‚ฌ์—…๋ถ€๋ฌธ] 0.96%

์˜คํ… ๊ณต๋งค๋„ ํ˜„ํ™ฉ

์ตœ๊ทผ ๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰: 11,178 (0.95%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 479,049 (1.77%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2026-07-14 2,630 11,178 0.95%
2026-07-13 2,855 18,596 0.76%
2026-07-10 2,830 33,450 2.82%
2026-07-09 2,465 1,851 0.19%
2026-07-08 2,685 2,758 0.25%
2026-07-07 2,900 22,728 0.87%
2026-07-06 2,705 5,512 0.15%
2026-07-03 2,440 4,329 0.89%
2026-07-02 2,445 4,392 0.51%
2026-07-01 2,895 6,022 0.25%
2026-06-30 2,955 3,517 0.23%
2026-06-29 3,160 14,095 0.36%
2026-06-26 3,060 50,369 0.58%
2026-06-25 2,690 121,974 1.70%
2026-06-24 2,645 30,663 1.49%
2026-06-23 2,295 25,421 1.96%
2026-06-22 2,250 1,051 0.25%
2026-06-19 2,310 406 0.08%
2026-06-18 2,420 2,267 0.18%
2026-06-17 2,955 33,360 2.03%
2026-06-16 2,740 502 0.08%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2026-07-13 2,855 479,049 1.77%
2026-07-10 2,830 527,894 1.95%
2026-07-09 2,465 546,649 2.02%
2026-07-08 2,685 634,388 2.34%
2026-07-07 2,900 634,672 2.35%
2026-07-06 2,705 597,540 2.21%
2026-07-03 2,440 602,111 2.22%
2026-07-02 2,445 599,095 2.21%
2026-07-01 2,895 600,949 2.22%
2026-06-30 2,955 548,156 2.03%
2026-06-29 3,160 571,529 2.11%
2026-06-26 3,060 600,645 2.22%
2026-06-25 2,690 532,805 1.97%
2026-06-24 2,645 458,507 1.69%
2026-06-23 2,295 342,652 1.27%
2026-06-22 2,250 340,771 1.26%
2026-06-19 2,310 347,534 1.32%
2026-06-18 2,420 351,300 1.33%
2026-06-17 2,955 432,776 1.64%
2026-06-16 2,740 418,649 1.58%
2026-06-15 2,930 418,714 1.58%

์˜คํ… ์—…์ข… ๋‚ด ๋น„๊ต

์ž๋™์ฐจ ์—…์ข…(6๊ฐœ) ์—ฐ๊ฐ„ ๊ธฐ์ค€

ํ•ญ๋ชฉ ์˜คํ… ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 772.631 246,400.85 5์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) -3.991 6.9 6์œ„
PBR 0.705 0.63 3์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) -7.299 2.15 6์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) - - -์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) -0.266 0.6 5์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) -0.934 0.39 5์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 275.173 134.35 1์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 8,521.387 509,929.98 4์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) -22.633 34,359.25 5์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) -79.559 29,950.54 6์œ„