SFA๋„ฅ์…€ ๋กœ๊ณ 

SFA๋„ฅ์…€ (222080) ์ฃผ๊ฐ€ ๋ฐ ์ข…๋ชฉ ์ •๋ณด

SFA๋„ฅ์…€ ์‹ค์‹œ๊ฐ„ ์ฃผ๊ฐ€

SFA๋„ฅ์…€ ํ˜„์žฌ๊ฐ€ ์ƒ์„ธ ์ •๋ณด
ํ•ญ๋ชฉ ๊ฐ’
ํ˜„์žฌ๊ฐ€ 8,300 ์›
๋ณ€๋™๋Ÿ‰ โ–ผ 620.00 ์›
๋ณ€๋™๋ฅ  -6.95%
๊ฑฐ๋ž˜๋Ÿ‰ 1,101,000
๊ฑฐ๋ž˜๋Œ€๊ธˆ 9,225,521,080 ์›

SFA๋„ฅ์…€ ์ผ๋ณ„ ์ฃผ๊ฐ€

SFA๋„ฅ์…€์˜ ๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
6/14/2026 11,140 11,290 10,710 10,890 865,777 9,474,587,290
6/15/2026 10,920 10,990 10,570 10,840 677,133 7,323,235,695
6/16/2026 10,900 11,040 10,670 10,830 589,439 6,409,628,265
6/17/2026 10,930 10,970 10,280 10,300 619,640 6,444,945,240
6/18/2026 10,230 10,560 9,880 10,060 955,103 9,712,225,550
6/21/2026 9,940 10,300 9,690 9,910 605,626 5,976,553,550
6/22/2026 9,910 10,240 9,120 9,120 992,737 9,381,360,395
6/23/2026 9,120 9,480 8,970 9,210 770,766 7,094,235,345
6/24/2026 9,210 9,510 8,880 8,920 839,002 7,621,914,490
6/25/2026 8,780 8,910 8,120 8,300 1,101,000 9,225,521,080

๊ด€๋ จ ํ…Œ๋งˆ

  • ์ „๊ธฐ์ฐจ : ์ „๊ทน ๊ณต์ • ์žฅ๋น„ ์ƒ์‚ฐ์—…์ฒด๋กœ ์‚ผ์„ฑ SDI, LGํ™”ํ•™, ํŒŒ๋‚˜์†Œ๋‹‰ ๋“ฑ์˜ ๋ฐฐํ„ฐ๋ฆฌ ์ œ์กฐ์‚ฌ์— ๋‚ฉํ’ˆ์„ ์ง„ํ–‰ ์ค‘
  • 2์ฐจ์ „์ง€ : ์Šค๋งˆํŠธ ๊ธฐ๊ธฐ์˜ ์ „์› ์ œ์กฐ, ์ „๊ธฐ์ฐจ์šฉ ๋ฆฌํŠฌ ์ด์˜จ ์ „์ง€ ์ œ์กฐ, ๊ทธ ์™ธ ๊ฐ์ข… ์—ฐ๋ฃŒ ์ „์ง€ ์ œ์กฐ, ํƒœ์–‘๊ด‘ ๋ฐœ์ „ ์ „์ง€ ์ œ์กฐ, ๋””์Šคํ”Œ๋ ˆ์ด ์ œ์กฐ ์„ค๋น„ ๋“ฑ์„ ์ƒ์‚ฐํ•˜๋Š” ํšŒ์‚ฌ๋กœ ์ „์ง€์™€ ๋ฐ€์ ‘ํ•œ ๊ด€๋ จ์ด ์žˆ๋Š” ํšŒ์‚ฌ
  • 2์ฐจ์ „์ง€-์†Œ์žฌ๋ถ€ํ’ˆ : ์Šค๋งˆํŠธ ๊ธฐ๊ธฐ์˜ ์ „์› ์ œ์กฐ, ์ „๊ธฐ์ฐจ์šฉ ๋ฆฌํŠฌ ์ด์˜จ ์ „์ง€ ์ œ์กฐ, ๊ทธ ์™ธ ๊ฐ์ข… ์—ฐ๋ฃŒ ์ „์ง€ ์ œ์กฐ, ํƒœ์–‘๊ด‘ ๋ฐœ์ „ ์ „์ง€ ์ œ์กฐ, ๋””์Šคํ”Œ๋ ˆ์ด ์ œ์กฐ ์„ค๋น„ ๋“ฑ์„ ์ƒ์‚ฐํ•˜๋Š” ํšŒ์‚ฌ๋กœ ์ „์ง€์™€ ๋ฐ€์ ‘ํ•œ ๊ด€๋ จ์ด ์žˆ๋Š” ํšŒ์‚ฌ
  • ESS : 2์ฐจ ์ „์ง€ ์ „๊ทน ์ œ์กฐ ์žฅ๋น„ ์ œ์กฐ์—…์ฒด๋กœ 2์ฐจ ์ „์ง€ ์ „๊ณต์ •์— ํ•ด๋‹นํ•˜๋Š” Coater M/C, Calender M/C, Slitter M/C ๋ฐ Tape Laminator๋ฅผ ์ƒ์‚ฐ
  • 2์ฐจ์ „์ง€-์ƒ์‚ฐ์„ค๋น„ : ์Šค๋งˆํŠธ ๊ธฐ๊ธฐ์˜ ์ „์› ์ œ์กฐ, ์ „๊ธฐ์ฐจ์šฉ ๋ฆฌํŠฌ ์ด์˜จ ์ „์ง€ ์ œ์กฐ, ๊ทธ ์™ธ ๊ฐ์ข… ์—ฐ๋ฃŒ ์ „์ง€ ์ œ์กฐ, ํƒœ์–‘๊ด‘ ๋ฐœ์ „ ์ „์ง€ ์ œ์กฐ, ๋””์Šคํ”Œ๋ ˆ์ด ์ œ์กฐ ์„ค๋น„ ๋“ฑ์„ ์ƒ์‚ฐํ•˜๋Š” ํšŒ์‚ฌ๋กœ ์ „์ง€์™€ ๋ฐ€์ ‘ํ•œ ๊ด€๋ จ์ด ์žˆ๋Š” ํšŒ์‚ฌ
  • ์ „๊ณ ์ฒด๋ฐฐํ„ฐ๋ฆฌ : ๋ฆฌํŠฌ์ด์˜จ 2์ฐจ์ „์ง€ ์ƒ์‚ฐ์„ ์œ„ํ•œ ์ „๊ทน ์ œ์กฐ ๊ด€๋ จ ์žฅ๋น„๋ฅผ ์ „๋ฌธ์œผ๋กœ ์ œ์ž‘ํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ ํ•œ๊ตญ ์ „์ž๊ธฐ์ˆ  ์—ฐ๊ตฌ์›๊ณผ ์ „๊ณ ์ฒด ์ „์ง€ ํ•ต์‹ฌ ์†Œ์žฌ์ธ ๊ณ ์ฒด ์ „ํ•ด์งˆ ํŠน์„ฑ ํ–ฅ์ƒ ๊ด€๋ จ ๊ธฐ์ˆ  ์ด์ „ ๊ณ„์•ฝ ์ฒด๊ฒฐํ•œ ๋ฐ” ์žˆ์Œ
  • ๋‚˜ํŠธ๋ฅจ ๋ฐฐํ„ฐ๋ฆฌ : 2์ฐจ์ „์ง€ ์ „๊ทน ์ œ์กฐ ์žฅ๋น„(์ฝ”ํŒ…ยท์Šฌ๋ฆฌํŒ… ๋“ฑ)๋ฅผ ๊ณต๊ธ‰ํ•˜๋Š” ์žฅ๋น„ ๊ธฐ์—…์œผ๋กœ, ๋‚˜ํŠธ๋ฅจ ๋ฐฐํ„ฐ๋ฆฌ ์„ ๋„ ์—…์ฒด์ธ CATL์— ์žฅ๋น„๋ฅผ ๊ณต๊ธ‰ํ•ด ์˜จ ์ด๋ ฅ์ด ์žˆ์–ด์„œ ๊ด€๋ จ์ฃผ๋กœ ๋ถ„๋ฅ˜

SFA๋„ฅ์…€ ํ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 6,455์–ต 124์œ„ 77,780,144 10.79% ๊ฑด์„ค/์ธํ”„๋ผ ์ „๊ธฐ์žฅ๋น„ 19,880 6,240

SFA๋„ฅ์…€ ๊ธฐ์—… ๊ฐœ์š”

์”จ์•„์ด์—์Šค๋Š” 2015๋…„ 5์›” ์„ค๋ฆฝ๋œ ๊ธฐ์—…์œผ๋กœ 2์ฐจ ์ „์ง€ ์ „๊ทน ๊ณต์ • ์„ค๋น„ ์‚ฌ์—…์„ ์˜์œ„ํ•˜๊ณ  ์žˆ๋‹ค. ์ฃผ์š” ์ข…์†๊ธฐ์—…์€ ์”จ์•„์ด์†”๋ฆฌ๋“œ ์ฃผ์‹ํšŒ์‚ฌ, CIS USA INC๊ฐ€ ์žˆ๋‹ค. ์ฃผ์š” ๋งค์ถœ์€ Calender ํŒ๋งค์—์„œ ๋ฐœ์ƒํ•˜๊ณ  ์žˆ๋‹ค. ๋‹น์‚ฌ๋Š” ์‹ ๊ธฐ์ˆ  ์ ‘๋ชฉ์„ ์œ„ํ•ด ๋Œ€ํ˜•ํ™” ์ „๊ทน์ œ์กฐ ์„ค๋น„๋ฅผ ๊ฐœ๋ฐœ ํ–ˆ์œผ๋ฉฐ, ์ฒจ๋‹จํ™”๋œ ์ตœ์‹  ๋ฒ„์ „์˜ ๊ด‘ํญ ๋‹ค๋‹จํ”„๋ ˆ์Šค ๋ฐ ๊ด‘ํญ ์Šฌ๋ฆฌํ„ฐ ๊ธฐ์ˆ ๊ฐœ๋ฐœ์„ ์™„๋ฃŒํ•˜์—ฌ ๊ตญ๋‚ด์™ธ ๋ฉ”์ด์ € ์—…์ฒด์— ๊ณต๊ธ‰ํ•˜๊ณ  ์žˆ๋‹ค.

SFA๋„ฅ์…€ AI์˜ˆ์ธก

AI์˜ˆ์ธก๊ธฐ๋Š” SFA๋„ฅ์…€์„ ๊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.

SFA๋„ฅ์…€ ์ง€ํ‘œ๋ถ„์„

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

[์ธํฌ์Šคํƒ๋ฐ์ผ๋ฆฌ=๋ฐ•์ƒ์ฒ  ๊ธฐ์ž]โ–  ็พŽ 1๋ถ„๊ธฐ GDP ํ™•์ •์น˜ - ํ˜„์ง€์‹œ๊ฐ„์œผ๋กœ 6์›” 25์ผ(ํ•œ๊ตญ์‹œ๊ฐ„ ์˜คํ›„ 9์‹œ30๋ถ„) ็พŽ ์ƒ๋ฌด๋ถ€๋Š” ๋ฏธ๊ตญ์˜ 1๋ถ„๊ธฐ ๊ตญ๋‚ด์ด์ƒ์‚ฐ(GDP) ํ™•์ •์น˜๋ฅผ ๋ฐœํ‘œํ•  ์˜ˆ์ •์ด๋‹ค. ๋ฏธ๊ตญ์€ ๊ฒฝ์ œ ์„ฑ์žฅ๋ฅ ์„ ์„ธ ์ฐจ๋ก€์— ๊ฑธ์ณ ์˜ˆ๋น„์น˜, ์ˆ˜์ •์น˜, ํ™•์ •์น˜๋ฅผ ๋ฐœํ‘œํ•˜๋Š”๋ฐ ์ด๋‚  ๋ฐœํ‘œํ•˜๋Š” ๊ฒƒ์€ ํ™•์ •์น˜๋‹ค.โ–  ็พŽ 5์›” ๊ฐœ์ธ์†Œ๋“, ๊ฐœ์ธ์†Œ๋น„์ง€์ถœ - ํ˜„์ง€์‹œ๊ฐ„์œผ๋กœ 6์›” 25์ผ(ํ•œ๊ตญ์‹œ๊ฐ„ ์˜คํ›„ 9์‹œ30๋ถ„) ็พŽ ์ƒ๋ฌด๋ถ€๋Š” 5์›” ๊ฐœ์ธ์†Œ๋“๊ณผ ๊ฐœ์ธ์†Œ๋น„์ง€์ถœ(Personal Income and Outlays)์„ ๋ฐœํ‘œํ•  ์˜ˆ์ •์ด๋‹ค. ๊ฐœ์ธ์†Œ๋“(Personal Income)์€ ๋ชจ

โ–ฒ๋ณดํ†ต์ฃผ์ถ”๊ฐ€์ƒ์žฅ=ํฌ๋ž˜ํ”„ํ†ค(259960)(์ฃผ์‹๋งค์ˆ˜์„ ํƒ๊ถŒํ–‰์‚ฌ) โ–ฒ๊ณต๋ชจ์ฃผ์ฒญ์•ฝ=๋ ˆ๋ชฌํ—ฌ์Šค์ผ€์–ด(์ฃผ๊ด€์‚ฌ KB) โ–ฒ์‹ค๊ถŒ์ฃผ์ฒญ์•ฝ=ํ”ผ์— ํ‹ฐ(147760)(์ฃผ๊ด€์‚ฌ KB) ๋‰ด์ธํ…(012340)(SK) โ–ฒ๋ณดํ†ต์ฃผ์ถ”๊ฐ€์ƒ์žฅ=๋‹ค์ด๋‚˜๋ฏน์†”๋ฃจ์…˜ยท๋•์–‘์—๋„ˆ์  (๊ตญ๋‚ดCB) ๋กœ๋ณดํ‹ฐ์ฆˆยท๋งํฌ์†”๋ฃจ์…˜ยท์•„์ด์— ๋ฐ”์ด์˜ค๋กœ์ง์Šค(์ฃผ์‹

์ „๊ณ ์ฒด๋ฐฐํ„ฐ๋ฆฌยทESS ์„ฑ์žฅ์„ฑ ๋™์‹œ ๊ณต๋žต AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ ์ „๋ ฅ ์ˆ˜์š” ํ™•๋Œ€ ์ˆ˜ํ˜œ ์‚ผ์„ฑ์ž์‚ฐ์šด์šฉ ์‚ผ์„ฑ์ž์‚ฐ์šด์šฉ์€ ์ „๊ณ ์ฒด๋ฐฐํ„ฐ๋ฆฌ์™€ ์—๋„ˆ์ง€ ์ €์žฅ์žฅ์น˜(ESS)์— ์ง‘์ค‘ ํˆฌ์žํ•˜๋Š” โ€˜KODEX ์ „๊ณ ์ฒด๋ฐฐํ„ฐ๋ฆฌESS TOP2ํ”Œ๋Ÿฌ์Šค ์ƒ์žฅ์ง€์ˆ˜ํŽ€๋“œ(ETF)โ€™๋ฅผ ์‹ ๊ทœ ์ƒ์žฅํ–ˆ๋‹ค๊ณ  23์ผ ๋ฐํ˜”๋‹ค. KODEX

์‚ผ์„ฑ์ž์‚ฐ์šด์šฉ์ด 'KODEX ์ „๊ณ ์ฒด๋ฐฐํ„ฐ๋ฆฌESS(์—๋„ˆ์ง€์ €์žฅ์žฅ์น˜) TOP2ํ”Œ๋Ÿฌ์Šค' ETF(์ƒ์žฅ์ง€์ˆ˜ํŽ€๋“œ)๋ฅผ ์‹ ๊ทœ ์ƒ์žฅํ•œ๋‹ค๊ณ  23์ผ ๋ฐํ˜”๋‹ค. KODEX ์ „๊ณ ์ฒด๋ฐฐํ„ฐ๋ฆฌESS TOP2ํ”Œ๋Ÿฌ์Šค๋Š” ๋ฐฐํ„ฐ๋ฆฌ ์‚ฐ์—…์˜ ์ฐจ์„ธ๋Œ€ ์„ฑ์žฅ ๋™๋ ฅ์œผ๋กœ ์ฃผ๋ชฉ๋ฐ›๋Š” ์ „๊ณ ์ฒด๋ฐฐํ„ฐ๋ฆฌ์™€ ESS์— ์ง‘์ค‘ ํˆฌ์žํ•˜๋Š” ์ƒํ’ˆ์ด๋‹ค. ์‚ผ์„ฑSDI์™€ LG์—๋„ˆ์ง€์†”๋ฃจ์…˜์„ ํ•ฉ์‚ฐํ•ด ํฌํŠธํด๋ฆฌ์˜ค ๋‚ด 50% ๋น„์ค‘์œผ๋กœ ๋‹ด์„ ์˜ˆ์ •์ด๋‹ค. ์ด๋“ค ์ข…๋ชฉ์€ ESS์šฉ ๋ฐฐํ„ฐ๋ฆฌ ์‚ฌ์—… ๊ฒฝ์Ÿ๋ ฅ์„ ๋ณด์œ ํ•˜๊ณ  ์ „๊ณ ์ฒด๋ฐฐํ„ฐ๋ฆฌ ๊ฐœ๋ฐœ์„ ์„ ๋„ํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ ํ‰๊ฐ€๋ฐ›๋Š”๋‹ค. ์ด ๋ฐ–์—๋„ ์ฃผ์š” ํŽธ์ž… ์ข…๋ชฉ์œผ๋กœ ์ด์ˆ˜์ŠคํŽ˜์…œํ‹ฐ์ผ€๋ฏธ์ปฌ, ๋Œ€์ฃผ์ „์ž์žฌ๋ฃŒ, ๋กฏ๋ฐ์—๋„ˆ์ง€๋จธํ‹ฐ๋ฆฌ์–ผ์ฆˆ, ์—˜์•ค์—ํ”„, LS ELECTRIC, ํšจ์„ฑ์ค‘๊ณต์—…, ์„œ์ง„์‹œ์Šคํ…œ, ์”จ์•„์ด์—์Šค ๋“ฑ์ด ์žˆ๋‹ค. ์ฃผ๋กœ ์ „๊ณ ์ฒด๋ฐฐํ„ฐ๋ฆฌ์™€ ESS ๋ฐธ๋ฅ˜์ฒด์ธ(๊ฐ€์น˜์‚ฌ์Šฌ) ์ „๋ฐ˜์— ๊ฑธ์ณ ๊ฒฝ์Ÿ๋ ฅ์„ ๋ณด์œ ํ•œ ๊ธฐ์—…๋“ค์ด๋‹ค. ์ „๊ณ ์ฒด๋ฐฐํ„ฐ๋ฆฌ ๋ถ„์•ผ์—์„œ๋Š” ๊ณ ์ฒด ์ „ํ•ด์งˆ, ์‹ค๋ฆฌ์ฝ˜ ์Œ๊ทน์žฌ, ์ฐจ์„ธ๋Œ€ ์–‘๊ทน์žฌ ๋“ฑ ํ•ต์‹ฌ ์†Œ์žฌ ๊ธฐ์—…์„, ESS ๋ถ„์•ผ์—์„œ๋Š” ์ „๋ ฅ๋ณ€ํ™˜์žฅ์น˜, ๋Œ€ํ˜• ์ „๋ ฅ๊ธฐ๊ธฐ, ์‹œ์Šคํ…œ ํŒจํ‚ค์ง•, ๋ฐฐํ„ฐ๋ฆฌ ์ œ์กฐ์žฅ๋น„ ๋“ฑ ๊ด€๋ จ ๋ฐธ๋ฅ˜์ฒด์ธ ๊ธฐ์—…๋“ค์— ๋ถ„์‚ฐ ํˆฌ์žํ•œ๋‹ค....

[ํŒŒ์ด๋‚ธ์…œ๋‰ด์Šค]ย ์‚ผ์„ฑ์ž์‚ฐ์šด์šฉ์€ ๋ฐฐํ„ฐ๋ฆฌ ์‚ฐ์—…์˜ ์ฐจ์„ธ๋Œ€ ์„ฑ์žฅ ๋™๋ ฅ์œผ๋กœ ์ฃผ๋ชฉ๋ฐ›๋Š” ์ „๊ณ ์ฒด๋ฐฐํ„ฐ๋ฆฌ์™€ ์—๋„ˆ์ง€ ์ €์žฅ์žฅ์น˜(ESS)์— ์ง‘์ค‘ ํˆฌ์žํ•˜๋Š” 'KODEX ์ „๊ณ ์ฒด๋ฐฐํ„ฐ๋ฆฌESS TOP2ํ”Œ๋Ÿฌ์Šค ETF'๋ฅผ ์‹ ๊ทœ ์ƒ์žฅํ•œ๋‹ค๊ณ  23์ผ ์•Œ๋ ธ๋‹ค. ์ตœ๊ทผ ์ „๊ธฐ์ฐจ ์ค‘์‹ฌ์˜ 2์ฐจ์ „์ง€ ์‚ฐ์—…์€ ์ˆ˜์š” ๋‘”ํ™”์™€ ๊ฒฝ์Ÿ ์‹ฌํ™”๋กœ ์กฐ์ • ๊ตญ๋ฉด์„ ๊ฒช๊ณ  ์žˆ์ง€๋งŒ AI ์‚ฐ์—…์˜ ํ™•์‚ฐ์œผ๋กœ ๋ฐฐํ„ฐ๋ฆฌ์˜ ํ™œ์šฉ ์˜์—ญ์€ ๋น ๋ฅด๊ฒŒ ํ™•๋Œ€๋˜๊ณ  ์žˆ๋‹ค. ํŠนํžˆ, AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ ํ™•์‚ฐ์œผ๋กœ ์ „๋ ฅ ์ˆ˜์š”๊ฐ€ ๊ธ‰์ฆํ•˜๋ฉด์„œ ์ „๊ธฐ๋ฅผ ํšจ์œจ์ ์œผ๋กœ ์ €์žฅโˆ™๊ณต๊ธ‰ํ•˜๋Š” ESS๊ฐ€ AI ์‹œ๋Œ€์˜ ํ•ต์‹ฌ ์ธํ”„๋ผ๋กœ ๋ถ€์ƒํ•˜๊ณ  ์žˆ๋‹ค. ๊ธ€๋กœ๋ฒŒ ์ „๋ ฅ๋ง ํˆฌ์ž ํ™•๋Œ€์™€ ํ•จ๊ป˜ ESS ์‹œ์žฅ์€ ์‹ค์ œ ์ˆ˜์ฃผ์™€ ๋งค์ถœ ์„ฑ์žฅ์ด ๋ณธ๊ฒฉํ™”๋˜๊ณ  ์žˆ๋‹ค. ์ „๊ณ ์ฒด๋ฐฐํ„ฐ๋ฆฌ ๋˜ํ•œ ๋†’์€ ์•ˆ์ „์„ฑ๊ณผ ์—๋„ˆ์ง€ ๋ฐ€๋„๋ฅผ ๋ฐ”ํƒ•์œผ๋กœ ์ „๊ธฐ์ฐจ๋ฅผ ๋„˜์–ด ํœด๋จธ๋…ธ์ด๋“œ ๋กœ๋ด‡, ์šฐ์ฃผํ•ญ๊ณต, ๋„์‹ฌํ•ญ๊ณต๊ตํ†ต(UAM), ESS ๋“ฑ ๊ณ ์„ฑ๋Šฅ ๋ฐฐํ„ฐ๋ฆฌ๊ฐ€ ํ•„์š”ํ•œ ๋‹ค์–‘ํ•œ ์‚ฐ์—…

SFA๋„ฅ์…€ ๋งค์ถœ ์ •๋ณด

SFA๋„ฅ์…€ ์—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 407,181,174,584 -19.93% 33,510,401,320 -43.53% 28,731,605,551 -48.86%
2024.4Q 508,540,762,515 63.96% 59,345,580,400 52.39% 56,177,600,698 96.26%
2023.4Q 310,163,525,240 94.63% 38,942,742,837 398.53% 28,623,638,657 148.12%
2022.4Q 159,362,400,000 20.06% 7,811,543,000 -52.23% 11,536,201,000 146.88%

SFA๋„ฅ์…€ ๋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 53,414,910,431 -34.93% 2,163,067,299 -71.49% 5,906,056,515 -45.83%
2025.4Q 82,093,061,056 -6.34% 7,587,644,374 0.52% 10,902,760,421 -8.27%
2025.3Q 87,653,287,405 -32.37% 7,548,648,551 451.74% 11,885,150,872 236.27%
2025.2Q 129,612,546,705 20.21% 1,368,147,222 -91.95% -8,721,477,553 -159.47%

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -378,966

๊ธฐ๊ด€: 57,290

์™ธ์ธ: 321,565

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -662,311

๊ธฐ๊ด€: -722,664

์™ธ์ธ: 1,467,586

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-06-26 -378,966 57,290 321,565
2026-06-25 -138,174 -33,016 171,782
2026-06-24 -132,981 64,512 65,665
2026-06-23 -266,571 79,634 186,160
2026-06-22 -61,518 33,090 28,736
2026-06-19 -7,685 -28,092 37,543
2026-06-18 -101,457 -25,227 128,356
2026-06-17 -20,267 6,480 14,251
2026-06-16 -31,861 -60,345 92,446
2026-06-15 154,811 -8,436 -147,171
2026-06-12 22,201 -7,821 -10,424
2026-06-11 18,647 -95,374 74,655
2026-06-10 -34,827 -50,764 85,877
2026-06-09 -100,866 24,330 82,517
2026-06-08 -316,886 46,263 269,229
2026-06-05 21,855 -27,015 4,626
2026-06-04 15,266 17,455 -32,838
2026-06-02 -241,131 75,030 165,103
2026-06-01 -322,538 67,291 257,828
2026-05-29 -361,214 116,099 247,715
2026-05-28 32,422 28,302 -60,384

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-06-26 -2,251,740 279,686 1,983,237
2026-06-25 -1,872,774 222,396 1,661,672
2026-06-24 -1,734,600 255,412 1,489,890
2026-06-23 -1,601,619 190,900 1,424,225
2026-06-22 -1,335,048 111,266 1,238,065
2026-06-19 -1,273,530 78,176 1,209,329
2026-06-18 -1,265,845 106,268 1,171,786
2026-06-17 -1,164,388 131,495 1,043,430
2026-06-16 -1,144,121 125,015 1,029,179
2026-06-15 -1,112,260 185,360 936,733
2026-06-12 -1,267,071 193,796 1,083,904
2026-06-11 -1,289,272 201,617 1,094,328
2026-06-10 -1,307,919 296,991 1,019,673
2026-06-09 -1,273,092 347,755 933,796
2026-06-08 -1,172,226 323,425 851,279
2026-06-05 -855,340 277,162 582,050
2026-06-04 -877,195 304,177 577,424
2026-06-02 -892,461 286,722 610,262
2026-06-01 -651,330 211,692 445,159
2026-05-29 -328,792 144,401 187,331
2026-05-28 32,422 28,302 -60,384

SFA๋„ฅ์…€ ์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
680,774,854,971 23.59% 76.41%

SFA๋„ฅ์…€ ๋งค์ถœ ๊ตฌ์„ฑ

๊ตฌ์„ฑ ์š”์†Œ ๋น„์œจ
Calender (Roll Press) 65.61%
Coater 16.07%
Slitter 9.67%
๊ธฐํƒ€ 8.65%

SFA๋„ฅ์…€ ๊ณต๋งค๋„ ํ˜„ํ™ฉ

์ตœ๊ทผ ๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰: 27,704 (2.52%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 848,662 (1.09%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2026-06-26 8,300 27,704 2.52%
2026-06-25 8,920 37,462 4.47%
2026-06-24 9,210 84,314 10.94%
2026-06-23 9,120 37,282 3.76%
2026-06-22 9,910 43,187 7.13%
2026-06-19 10,060 77,923 8.16%
2026-06-18 10,300 19,092 3.08%
2026-06-17 10,830 37,316 6.33%
2026-06-16 10,840 29,028 4.29%
2026-06-15 10,890 36,916 4.26%
2026-06-12 10,730 81,881 5.95%
2026-06-11 10,300 42,979 3.94%
2026-06-10 10,200 105,328 10.00%
2026-06-09 10,280 102,173 8.00%
2026-06-08 9,770 115,429 8.08%
2026-06-05 10,580 57,453 5.17%
2026-06-04 11,560 82,260 6.96%
2026-06-02 11,050 74,227 4.61%
2026-06-01 11,730 54,466 3.99%
2026-05-29 12,060 28,806 2.16%
2026-05-28 12,370 119,782 6.28%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2026-06-24 9,210 848,662 1.09%
2026-06-23 9,120 963,203 1.24%
2026-06-22 9,910 975,012 1.25%
2026-06-19 10,060 1,033,655 1.33%
2026-06-18 10,300 1,037,942 1.33%
2026-06-17 10,830 1,066,008 1.37%
2026-06-16 10,840 1,083,454 1.39%
2026-06-15 10,890 1,111,901 1.43%
2026-06-12 10,730 1,082,765 1.39%
2026-06-11 10,300 1,106,365 1.42%
2026-06-10 10,200 1,237,786 1.59%
2026-06-09 10,280 1,331,114 1.71%
2026-06-08 9,770 1,469,458 1.89%
2026-06-05 10,580 1,721,417 2.21%
2026-06-04 11,560 1,675,934 2.15%
2026-06-02 11,050 1,697,866 2.18%
2026-06-01 11,730 1,768,933 2.27%
2026-05-29 12,060 1,940,376 2.49%
2026-05-28 12,370 2,083,743 2.68%
2026-05-27 12,570 2,136,113 2.75%
2026-05-26 13,470 2,230,678 2.87%

SFA๋„ฅ์…€ ์—…์ข… ๋‚ด ๋น„๊ต

์ „๊ธฐ์žฅ๋น„ ์—…์ข…(81๊ฐœ) ์—ฐ๊ฐ„ ๊ธฐ์ค€

ํ•ญ๋ชฉ SFA๋„ฅ์…€ ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 6,937.989 35,547.87 24์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) 34.565 15.37 18์œ„
PBR 1.334 10.56 35์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) 5.825 -9.33 29์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) - - -์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 8.23 -9.64 19์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 7.056 -13.34 25์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 30.041 116.97 58์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 4,071.812 9,581.16 21์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) 335.104 293.46 17์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) 287.316 118.69 18์œ„