[μ€λμ IR] νλλ°±νμ γλμ°γνλ―Έλ°λ체 λ±
![[μ€λμ IR] νλλ°±νμ γλμ°γνλ―Έλ°λ체 λ±](https://img.etoday.co.kr/pto_db/2026/01/20260123173451_2285973_600_600.jpg)
β³νκ΅μ λ ₯곡μ¬, 2025λ κ²°μ°μ€μ λ°ν β³μμ€μ§ν¬μ€μΌμ΄, μ£Όμ μ¬μ λ±μ λν ν¬μμμ μ΄ν΄ μ¦μ§ λ° κΈ°μ κ°μΉ μ κ³ β³μ€λ¦¬μ½...
λλ Έ (187790) μ£Όκ° λ° μ’ λͺ© μ 보
λλ Έ μ€μκ° μ£Όκ°
| νλͺ© | κ° |
|---|---|
| νμ¬κ° | 4,060 μ |
| λ³λλ | β² 270.00 μ |
| λ³λλ₯ | 7.12% |
| κ±°λλ | 547,084 |
| κ±°λλκΈ | 2,147,260,846 μ |
λλ Έ μΌλ³ μ£Όκ°
| λ μ§ | μκ° | κ³ κ° | μ κ° | μ’ κ° | κ±°λλ | κ±°λλκΈ |
|---|---|---|---|---|---|---|
| 2/10/2026 | 4,290 | 4,360 | 4,150 | 4,300 | 205,953 | 880,296,165 |
| 2/11/2026 | 4,320 | 4,360 | 4,210 | 4,270 | 181,739 | 777,615,843 |
| 2/12/2026 | 4,300 | 4,300 | 3,895 | 4,000 | 588,933 | 2,409,846,219 |
| 2/18/2026 | 4,000 | 4,170 | 3,915 | 4,090 | 338,721 | 1,374,750,325 |
| 2/19/2026 | 4,110 | 4,120 | 3,865 | 3,870 | 458,214 | 1,807,805,284 |
| 2/22/2026 | 3,890 | 3,935 | 3,805 | 3,870 | 235,994 | 914,621,358 |
| 2/23/2026 | 3,950 | 3,950 | 3,700 | 3,870 | 288,428 | 1,093,916,674 |
| 2/24/2026 | 3,890 | 3,965 | 3,760 | 3,790 | 467,029 | 1,789,452,613 |
| 2/25/2026 | 3,790 | 3,830 | 3,695 | 3,790 | 275,890 | 1,040,293,636 |
| 2/26/2026 | 3,790 | 4,080 | 3,715 | 4,060 | 547,084 | 2,147,260,846 |
κ΄λ ¨ ν λ§
- μμ’ μ : λλ Έ μ λμ° λνμ΄μ¬κ° νμλ λλ¬Έμ΄λΌλ μ΄μ λλ¬Έμ μμ’ μ μνμ£Όλ‘ λΆκ°
- λ―ΈμΈλ¨Όμ§/ν©μ¬ : κΈ°μ΄ νν λ¬Όμ§μ νμ©ν μΈλΌλ―Ήμ€ μ νμ μ μ‘°νλ μ 체λ‘μ, λΆμμ μΌλ‘ λ―ΈμΈλ¨Όμ§μ μ£Όλ μμΈμΈ μ§μμ°νλ¬Ό μ κ±° κΈ°λ°μ λκΈ° μ ν μ¬μ μ μ§ν μ€μΈ κΈ°μ
λλ Έ νμ¬ μ 보
| μμ₯ | μκ°μ΄μ‘ | κΈ°μ μμ | μ£Όμμ | μΈκ΅μΈ λΉμ€ | μ°μ κ΅° | μΈλΆ μ°μ κ΅° | 52μ£Ό μ΅κ³ | 52μ£Ό μ΅μ |
|---|---|---|---|---|---|---|---|---|
| kosdaq | 1,252μ΅ | 747μ | 30,840,830 | 5.33% | μμ¬ | νν | 4,550 | 936 |
λλ Έ κΈ°μ κ°μ
λλ Έλ 1999λ 4μ μ€λ¦½λ κΈ°μ μΌλ‘ νκΈ°λ¬Ό λ±μ μ°μ μ λ°μνλ μ§μμ°νλ¬Όμ μ κ°νλ νμ§μ΄λ§€ μ¬μ μ μμνκ³ μλ€. μ£Όμ 맀μΆμ SCR νμ§ μ΄λ§€ ν맀μμ λ°μνκ³ μλ€. λΉμ¬λ μ§μμ μΈ κΈ°μ κ°λ°κ³Ό μ μ©μ ν΅ν΄ κ΅μ μ μΌλ‘ μ¬μ©λκ³ μλ 3κ°μ§ μμ© νμ μ λͺ¨λ νμ§μ΄λ§€ μμ° κΈ°μ κ°λ°κ³Ό μμ°νμ μ±κ³΅νμ¬ SCR νμ§ μ΄λ§€μ κ΄λ ¨ν μλ£, μ΄λ§€, νκ°, μ¬μμ΄ λͺ¨λ κ°λ₯ν μΈκ³μ μΌλ‘ μ μΌν κΈ°μ μ΄λ€.
λλ Έ AIμμΈ‘
AIμμΈ‘κΈ°λ λλ Έμ λ‘ μμΈ‘νμ΄μ.
λ©€λ²μ νλμ ꡬλ νλ©΄ μμ μ£Όκ° μλ리μ€μ AIμ ν¬μμ견, λͺ©νΒ·μμ κ°, AIκ° μ°Έκ³ ν μ°¨νΈ ν¨ν΄λ€μ νμΈν μ μμ΅λλ€.
λλ Έ μ§νλΆμ
μμ΅λ₯ 1μ 맀맀μ λ΅μ λλ Έμ μ€μ΄μμ.
λ©€λ²μ νλμ ꡬλ νλ©΄ μμ΅λ₯ 1μ 맀맀μ λ΅μ 맀맀 μμ μ νμΈνκ³ λ€μ μ νΈλ₯Ό μλ¦ΌμΌλ‘ λ°μλ³Ό μ μμ΅λλ€.
μ΅μ λλ Έ κ΄λ ¨ λ΄μ€
λλ Έ, μλ μμ μ΅ 55μ΅μβ¦μ λ ζ― 233.7%β
SCR νμ§νν° μ λ¬ΈκΈ°μ λλ Έλ 2025λ μ°κ²°κΈ°μ€ μμ μ΄μ΅μ΄ 55μ΅μμΌλ‘ μ λ λλΉ 233.7% μ¦κ°νλ€κ³ 13μΌ λ°νλ€. 맀μΆμ‘μ κ°μκΈ°κ° 3.3% κ°μν 857μ΅μ, λΉκΈ°μμ΄μ΅μ 81.93% μ€μ΄λ 40μ΅μμ΄λ€. νμ¬ κ΄κ³μλ "μ λ°μ© κ³ λ§μ§ νμ§νν° λ§€μΆμ΄ μ¦κ°νκ³ , μ ν λ―Ήμ€κ° κ³ μμ΅ μ€μ¬μΌλ‘ μ¬νΈλλ©΄μ μμ μ΄μ΅μ΄ ν¬κ² μ¦κ°νλ€"λ©° "μμ΅μ± κ°μ νλ¦μ΄ 본격νλλ λͺ¨μ΅μ΄λ€"κ³ λ§νλ€. λλ Έλ μ§λν΄ λ§ μ€κ³΅μ μλ£ν λ°μ΄ν°μΌν°ν₯ κ³ λ°λμ μ μ©κ³΅μ₯μ΄ μ¬ν΄ μ΄λΆν° 본격 κ°λμ λ€μ΄κ°λ€. μ΄λ―Έ 1μ μκ° μ΅λ μμ£Όμ‘ 114μ΅μμ λ¬μ±νμΌλ©°, μ΄λ μ λ λκΈ° λλΉ 2λ°° μ΄μ μ¦κ°ν μμΉλ€. λ°μ΄ν°μΌν° λ° λ°μ μ€λΉμ© μμ νλκ° μΈν μ±μ₯μΌλ‘ μ΄μ΄μ§κ³ μλ€λ νκ°λ€....
μΌμ±μ μ, ννμΊ νΌμ€μ HBM4 μ κ· λΌμΈ κ΅¬μΆ μμ
[λ°μΌλ¦¬νκ΅ μ₯μ μ° κΈ°μ] μΌμ±μ μκ° 6μΈλ κ³ λμνλ©λͺ¨λ¦¬(HBM) μμ° νμΆ©μ μν΄ ννμΊ νΌμ€ 4곡μ₯μ μ κ· Dλ¨ λΌμΈμ μ€μΉν κ³νμ΄λ€.5μΌ μ κ³μ λ°λ₯΄λ©΄ μΌμ±μ μλ ννμΊ νΌμ€ 'P4'μ λ΄λ 1λΆκΈ°κΉμ§ 10λλ Έ 6μΈλ(1c) Dλ¨ μμ° λΌμΈμ μλ‘κ² κ΅¬μΆν κ³νμ΄λ€.1c Dλ¨μ HBM4μ νμ¬λλ μ΅μ λ¨ Dλ¨μΌλ‘, HBM4μλ 12κ°μ 1c Dλ¨μ΄ νμ¬λλ€. μΌμ±μ μλ μ¬ν΄ μλΉλμ, AMD λ± κΈλ‘λ² λΉ ν ν¬λ₯Ό λμμΌλ‘ HBM4λ₯Ό 곡κΈν κ³νμ΄λ€.μΌμ±μ μλ μ 66λ§μ₯μ Dλ¨ μ¨μ΄νΌλ₯Ό μμ°ν μ μλ λΌμΈμ 보μ νκ³ μλ κ²μΌ
iMμ¦κΆ "μΌμ±μ μ λͺ©νμ£Όκ° μν₯, λ©λͺ¨λ¦¬ κ°κ²© μΈμμ μ¬ν΄ μμ μ΄μ΅ 211μ‘° μ λ§"
[λΉμ¦λμ€ν¬μ€νΈ] μΌμ±μ μ λͺ©νμ£Όκ°κ° λμμ‘λ€.
[μ»¨μ½ μ’ ν©] μΌμ±μ μ βAI μ νκΈ° μ λβ¦HBMΒ·2λλ ΈΒ·λ‘λ΄Β·DX ν¬μ κ°μβ
![[μ»¨μ½ μ’
ν©] μΌμ±μ μ βAI μ νκΈ° μ λβ¦HBMΒ·2λλ
ΈΒ·λ‘λ΄Β·DX ν¬μ κ°μβ](https://img.etoday.co.kr/pto_db/2026/01/20260129112107_2288543_1200_1800.jpg)
HBM λ§€μΆ 3λ°°Β·HBM4 μμ°2λλ Έ νλ°κΈ° μμ°Β·CAPEX νλλ‘λ΄Β·DXΒ·TVκΉμ§ μ λ©΄μ μΈμ΄ AI μ λ΅ μΌμ±μ μλ 29μΌ μ΄λ¦° 2025λ 4λΆ...
λλ Έ λ§€μΆ μ 보
| λ μ§ | 맀μΆμ‘ | 맀μΆμ‘ μ¦κ°μ¨ | μμ μ΄μ΅ | μμ μ΄μ΅ μ¦κ°μ¨ | μμ΄μ΅ | μμ΄μ΅ μ¦κ°μ¨ |
|---|---|---|---|---|---|---|
| 2024.4Q | 88,600,534,688 | 0.60% | 1,657,604,767 | 2.15% | 22,070,523,755 | 516.41% |
| 2023.4Q | 88,076,437,797 | 31.84% | 1,622,778,490 | 145.73% | -5,300,247,585 | 63.44% |
| 2022.4Q | 66,804,959,543 | 30.30% | -3,548,846,665 | -504.81% | -14,496,286,110 | 5.03% |
| 2021.4Q | 51,270,340,000 | 8.22% | 876,675,200 | 150.60% | -15,263,993,000 | -46.26% |
λλ Έ ν¬μμλ³ λ§€λ§€λν₯
μ맀μλ
κ°μΈ: -23,302
κΈ°κ΄: -116,374
μΈμΈ: 137,216
λμ μ맀μλ
κ°μΈ: -537,549
κΈ°κ΄: 383,534
μΈμΈ: 28,295
μ맀μ
| λ μ§ | κ°μΈ | κΈ°κ΄ | μΈμΈ |
|---|---|---|---|
| 2026-02-27 | -23,302 | -116,374 | 137,216 |
| 2026-02-26 | -38,593 | -11,251 | 49,844 |
| 2026-02-25 | 44,573 | -96,572 | 61,766 |
| 2026-02-24 | 1,928 | 10,653 | -18,508 |
| 2026-02-23 | -17,387 | -36,169 | 50,550 |
| 2026-02-20 | 27,892 | -30,580 | 13,559 |
| 2026-02-19 | -12,795 | -64,021 | 76,784 |
| 2026-02-13 | -73,384 | 102,150 | -29,340 |
| 2026-02-12 | 10,797 | 14,657 | -24,797 |
| 2026-02-11 | -33,726 | 34,785 | -6,615 |
| 2026-02-10 | -10,004 | 29,885 | -38,767 |
| 2026-02-09 | -121,688 | -4,174 | 125,930 |
| 2026-02-06 | -168,419 | 64,277 | 93,992 |
| 2026-02-05 | 49,005 | 52,592 | -130,097 |
| 2026-02-04 | -124,538 | 14,289 | 105,224 |
| 2026-02-03 | -107,670 | 71,645 | 36,170 |
| 2026-02-02 | 107,854 | -2,282 | -134,230 |
| 2026-01-30 | -105,288 | 88,976 | 12,495 |
| 2026-01-29 | -10,663 | 45,490 | -46,912 |
| 2026-01-28 | 6,512 | -25,822 | 20,435 |
| 2026-01-27 | 31,804 | -2,867 | -28,518 |
λμ μ맀μ
| λ μ§ | κ°μΈ | κΈ°κ΄ | μΈμΈ |
|---|---|---|---|
| 2026-02-27 | -567,092 | 139,287 | 326,181 |
| 2026-02-26 | -543,790 | 255,661 | 188,965 |
| 2026-02-25 | -505,197 | 266,912 | 139,121 |
| 2026-02-24 | -549,770 | 363,484 | 77,355 |
| 2026-02-23 | -551,698 | 352,831 | 95,863 |
| 2026-02-20 | -534,311 | 389,000 | 45,313 |
| 2026-02-19 | -562,203 | 419,580 | 31,754 |
| 2026-02-13 | -549,408 | 483,601 | -45,030 |
| 2026-02-12 | -476,024 | 381,451 | -15,690 |
| 2026-02-11 | -486,821 | 366,794 | 9,107 |
| 2026-02-10 | -453,095 | 332,009 | 15,722 |
| 2026-02-09 | -443,091 | 302,124 | 54,489 |
| 2026-02-06 | -321,403 | 306,298 | -71,441 |
| 2026-02-05 | -152,984 | 242,021 | -165,433 |
| 2026-02-04 | -201,989 | 189,429 | -35,336 |
| 2026-02-03 | -77,451 | 175,140 | -140,560 |
| 2026-02-02 | 30,219 | 103,495 | -176,730 |
| 2026-01-30 | -77,635 | 105,777 | -42,500 |
| 2026-01-29 | 27,653 | 16,801 | -54,995 |
| 2026-01-28 | 38,316 | -28,689 | -8,083 |
| 2026-01-27 | 31,804 | -2,867 | -28,518 |
λλ Έ μμ° λΉμ¨
| μμ°μ΄κ³ | λΆμ±λΉμ¨ | μλ³ΈλΉμ¨ |
|---|---|---|
| 93,513,037,537 | 52.88% | 47.12% |
λλ Έ λ§€μΆ κ΅¬μ±
| κ΅¬μ± μμ | λΉμ¨ |
|---|---|
| SCRνμ§μ΄λ§€ | 65.7% |
| TiO2 | 27.69% |
| SCRνμ§μ€λΉ | 5.28% |
| κΈ°ν | 1.33% |
λλ Έ 곡맀λ νν©
μ΅κ·Ό 곡맀λ κ±°λλ: 1,307 (0.24%)
μ΅κ·Ό 곡맀λ μκ³ : 0 (0%)
곡맀λ κ±°λλ
| λ μ§ | μ’ κ° | 곡맀λλ | 곡맀λλΉμ€ |
|---|---|---|---|
| 2026-02-27 | 4,060 | 1,307 | 0.24% |
| 2026-02-26 | 3,790 | 2,037 | 0.74% |
| 2026-02-25 | 3,790 | 66 | 0.01% |
| 2026-02-24 | 3,870 | 3,078 | 1.07% |
| 2026-02-23 | 3,870 | 1,579 | 0.67% |
| 2026-02-20 | 3,870 | 230 | 0.05% |
| 2026-02-19 | 4,090 | 4,588 | 1.35% |
| 2026-02-13 | 4,000 | 111 | 0.02% |
| 2026-02-12 | 4,270 | 3,140 | 1.73% |
| 2026-02-11 | 4,300 | 1,397 | 0.68% |
| 2026-02-10 | 4,320 | 1,967 | 0.58% |
| 2026-02-09 | 4,355 | 5,947 | 0.83% |
| 2026-02-06 | 4,070 | 1,782 | 0.23% |
| 2026-02-05 | 3,735 | 3,986 | 0.50% |
| 2026-02-04 | 4,085 | 10,211 | 1.08% |
| 2026-02-03 | 3,850 | 13,278 | 3.35% |
| 2026-02-02 | 3,630 | 4,304 | 0.79% |
| 2026-01-30 | 3,775 | 366 | 0.04% |
| 2026-01-29 | 3,500 | 3,866 | 1.03% |
| 2026-01-28 | 3,595 | 6,801 | 0.73% |
| 2026-01-27 | 3,280 | 2,692 | 0.88% |
곡맀λ μκ³
| λ μ§ | μ’ κ° | 곡맀λ μκ³ | 곡맀λ λΉμ€ |
|---|---|---|---|
| 2026-02-25 | 3,790 | 0 | 0.00% |
| 2026-02-24 | 3,870 | 0 | 0.00% |
| 2026-02-23 | 3,870 | 0 | 0.00% |
| 2026-02-20 | 3,870 | 0 | 0.00% |
| 2026-02-19 | 4,090 | 0 | 0.00% |
| 2026-02-13 | 4,000 | 0 | 0.00% |
| 2026-02-12 | 4,270 | 0 | 0.00% |
| 2026-02-11 | 4,300 | 0 | 0.00% |
| 2026-02-10 | 4,320 | 0 | 0.00% |
| 2026-02-09 | 4,355 | 0 | 0.00% |
| 2026-02-06 | 4,070 | 0 | 0.00% |
| 2026-02-05 | 3,735 | 0 | 0.00% |
| 2026-02-04 | 4,085 | 0 | 0.00% |
| 2026-02-03 | 3,850 | 0 | 0.00% |
| 2026-02-02 | 3,630 | 0 | 0.00% |
| 2026-01-30 | 3,775 | 0 | 0.00% |
| 2026-01-29 | 3,500 | 0 | 0.00% |
| 2026-01-28 | 3,595 | 0 | 0.00% |
| 2026-01-27 | 3,280 | 0 | 0.00% |
| 2026-01-26 | 3,280 | 0 | 0.00% |
| 2026-01-23 | 3,235 | 0 | 0.00% |
λλ Έ μ μ’ λ΄ λΉκ΅
νν μ μ’ (123κ°) μ°κ° κΈ°μ€
| νλͺ© | λλ Έ | μ μ’ νκ· | μ μ’ λ΄ μμ |
|---|---|---|---|
| μκ°μ΄μ‘ | 1,171.952 | 10,866.55 | 75μ |
| PER(μ΅κ·Ό4λΆκΈ°) | 4.893 | 27.29 | 77μ |
| PBR | 2.576 | 2.22 | 23μ |
| ROE(μ΅κ·Ό4λΆκΈ°) | 114.68 | -6.83 | 1μ |
| λ°°λΉμμ΅λ₯ (μ΅κ·Όμ°λ) | - | - | -μ |
| μμ μ΄μ΅λ₯ (μ΅κ·Όμ°λ) | 1.871 | -6.84 | 73μ |
| μμ΄μ΅λ₯ (μ΅κ·Όμ°λ) | 24.91 | -3.03 | 3μ |
| λΆμ±λΉμ¨(μ΅κ·Όμ°λ) | 181.088 | 83.45 | 11μ |
| 맀μΆμ‘(μ΅κ·Όμ°λ) | 886.005 | 13,616.81 | 80μ |
| μμ μ΄μ΅(μ΅κ·Όμ°λ) | 16.576 | 156.37 | 76μ |
| λΉκΈ°μμ΄μ΅(μ΅κ·Όμ°λ) | 220.705 | -193.46 | 32μ |