์‚ผ์„ฑSDI ๋กœ๊ณ 

์‚ผ์„ฑSDI (006400) ์ฃผ๊ฐ€ ๋ฐ ์ข…๋ชฉ ์ •๋ณด

์‚ผ์„ฑSDI ์‹ค์‹œ๊ฐ„ ์ฃผ๊ฐ€

์‚ผ์„ฑSDI ํ˜„์žฌ๊ฐ€ ์ƒ์„ธ ์ •๋ณด
ํ•ญ๋ชฉ ๊ฐ’
ํ˜„์žฌ๊ฐ€ 383,000 ์›
๋ณ€๋™๋Ÿ‰ โ–ผ 5000.00 ์›
๋ณ€๋™๋ฅ  -1.29%
๊ฑฐ๋ž˜๋Ÿ‰ 483,616
๊ฑฐ๋ž˜๋Œ€๊ธˆ 186,657,457,000 ์›

์‚ผ์„ฑSDI ์ผ๋ณ„ ์ฃผ๊ฐ€

์‚ผ์„ฑSDI์˜ ๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
3/2/2026 453,500 454,500 408,000 408,000 1,453,235 628,117,006,500
3/3/2026 390,000 406,000 348,500 351,000 1,895,549 709,162,088,750
3/4/2026 391,000 407,000 385,000 392,500 1,008,865 400,380,804,000
3/5/2026 388,500 411,500 385,500 410,500 796,681 319,048,665,000
3/8/2026 386,500 394,500 375,500 389,000 754,807 289,850,267,750
3/9/2026 415,000 415,000 394,000 403,500 597,355 241,213,362,000
3/10/2026 413,500 419,000 394,500 400,000 531,148 217,736,999,500
3/11/2026 396,000 402,000 394,000 400,000 616,460 245,703,270,500
3/12/2026 387,000 397,000 384,500 388,000 531,172 207,444,311,000
3/15/2026 395,000 398,000 380,000 383,000 483,616 186,657,457,000

๊ด€๋ จ ํ…Œ๋งˆ

  • ์žฌ์ƒ์—๋„ˆ์ง€ : ๋ฐฐํ„ฐ๋ฆฌ ์…€ 3์‚ฌ ์ค‘ ํ•˜๋‚˜๋กœ ์ „๊ธฐ์ฐจ ๋ฐ ESS์šฉ ๋ฐฐํ„ฐ๋ฆฌ ์ œ์กฐํ•˜๋ฉฐ, ์—๋„ˆ์ง€ ์†”๋ฃจ์…˜ ์‚ฌ์—… ๋ถ€๋ฌธ์—์„œ ์ „๋ ฅ์ €์žฅ์žฅ์น˜ ์‚ฌ์—…์„ ์˜์œ„ํ•˜๋Š” ๊ธฐ์—…
  • ์• ํ”Œ : ์ผ์ฐจ ์ „์ง€ ๋ฐ ์ถ•์ „์ง€ ์ œ์กฐ ๊ธฐ์—…์œผ๋กœ ์•„์ดํฐ X์— ์†Œํ˜• ๋ฐฐํ„ฐ๋ฆฌ ๊ณต๊ธ‰
  • ์‚ผ์„ฑ์ „์ž : ์—๋„ˆ์ง€์†”๋ฃจ์…˜ ๋ถ€๋ฌธ๊ณผ ์ „์ž์žฌ๋ฃŒ ๋ถ€๋ฌธ์„ ์˜์œ„ํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ, ์‚ผ์„ฑ์ „์ž๋ฅผ ์ตœ๋Œ€์ฃผ์ฃผ ๋ฐ ์ฃผ์š” ๋งค์ถœ์ฒ˜๋กœ ๋‘๊ณ  ์žˆ์Œ
  • LCD ๋ถ€ํ’ˆ/์†Œ์žฌ : ์ „์ž ์žฌ๋ฃŒ ์‚ฌ์—… ๋ถ€๋ฌธ์—์„œ ๋””์Šคํ”Œ๋ ˆ์ด์— ์‚ฌ์šฉ๋˜๋Š” EMC, ํŽธ๊ด‘ ํ•„๋ฆ„, CR ๋“ฑ ๋””์Šคํ”Œ๋ ˆ์ด ๊ด€๋ จ ์†Œ์žฌ๋ฅผ ์ƒ์‚ฐํ•˜๋Š” ๊ธฐ์—…
  • ESS : ์—๋„ˆ์ง€ ์†”๋ฃจ์…˜ ์‚ฌ์—… ๋ถ€๋ฌธ์—์„œ ์ „๋ ฅ ์ €์žฅ ์žฅ์น˜(ESS) ์‚ฌ์—… ์˜์œ„ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ์ฃผํƒ์šฉ์ธ kWh๊ธ‰๋ถ€ํ„ฐ ์‚ฐ์—…์šฉ MWh๊ธ‰๊นŒ์ง€ ๊ด‘๋ฒ”์œ„ํ•œ ์šฉ๋Ÿ‰๊ณผ ๊ทœ๊ฒฉ์˜ ๋ฆฌํŠฌ-์ด์˜จ ๋ฐฐํ„ฐ๋ฆฌ ์‹œ์Šคํ…œ์„ ์ƒ์‚ฐ/ํŒ๋งค
  • 2์ฐจ์ „์ง€ : 2์ฐจ ์ „์ง€์˜ ๋ชจ๋“  ๋ถ€๋ถ„์˜ ์ƒ์‚ฐ ๋ฐ ํŒ๋งค๋ฅผ ํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ ๊ทธ ์™ธ์—๋„ ๋””์Šคํ”Œ๋ ˆ์ด ์†Œ์žฌ์™€ ๋ฐ˜๋„์ฒด ์†Œ์žฌ ๋“ฑ ์—ฌ๋Ÿฌ ๋ถ„์•ผ๋ฅผ ์ œ์กฐ ๋ฐ ํŒ๋งค
  • 2์ฐจ์ „์ง€-์ƒ์‚ฐ์„ค๋น„ : 2์ฐจ ์ „์ง€์˜ ๋ชจ๋“  ๋ถ€๋ถ„์˜ ์ƒ์‚ฐ ๋ฐ ํŒ๋งค๋ฅผ ํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ ๊ทธ ์™ธ์—๋„ ๋””์Šคํ”Œ๋ ˆ์ด ์†Œ์žฌ์™€ ๋ฐ˜๋„์ฒด ์†Œ์žฌ ๋“ฑ ์—ฌ๋Ÿฌ ๋ถ„์•ผ๋ฅผ ์ œ์กฐ ๋ฐ ํŒ๋งค
  • 2์ฐจ์ „์ง€-์†Œ์žฌ๋ถ€ํ’ˆ : 2์ฐจ ์ „์ง€์˜ ๋ชจ๋“  ๋ถ€๋ถ„์˜ ์ƒ์‚ฐ ๋ฐ ํŒ๋งค๋ฅผ ํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ ๊ทธ ์™ธ์—๋„ ๋””์Šคํ”Œ๋ ˆ์ด ์†Œ์žฌ์™€ ๋ฐ˜๋„์ฒด ์†Œ์žฌ ๋“ฑ ์—ฌ๋Ÿฌ ๋ถ„์•ผ๋ฅผ ์ œ์กฐ ๋ฐ ํŒ๋งค
  • ์ „๊ณ ์ฒด๋ฐฐํ„ฐ๋ฆฌ : ๊ธ€๋กœ๋ฒŒ ์—๋„ˆ์ง€ ์†”๋ฃจ์…˜ ์‚ฌ์—…์„ ํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ ์ค‘, ๋Œ€ํ˜• ์ „์ง€ ๋“ฑ์„ ์ƒ์‚ฐํ•ด ํŒ๋งคํ•˜๊ณ  ์žˆ์Œ
  • ์ „๊ธฐ์ž์ „๊ฑฐ : ์ „๊ธฐ์ž์ „๊ฑฐ์šฉ ๋ฆฌํŠฌ์ด์˜จ ์ „์ง€๋ฅผ ์ƒ์‚ฐ/ํŒ๋งคํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ์ „๊ธฐ์ž์ „๊ฑฐ ์—…์ฒด์ธ ์•Œํ†ค์Šคํฌ์ธ  ๋“ฑ์— ์ „๊ธฐ์ž์ „๊ฑฐ์šฉ ๋ฐฐํ„ฐ๋ฆฌ๋ฅผ ๊ณต๊ธ‰ํ•˜๊ณ  ์žˆ์Œ
  • ์ „๊ธฐ์ฐจ : ์ž๋™์ฐจ ์ „์ง€ ๋ฐ ์ „๊ธฐ์ฐจ์šฉ ๋ฆฌํŠฌ์ด์˜จ ์ „์ง€ ์ƒ์‚ฐ ๋ฐ ํŒ๋งคํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ BMW, ํญ์Šค๋ฐ”๊ฒ ๋“ฑ ๊ธ€๋กœ๋ฒŒ ์™„์„ฑ์ฐจ ์—…์ฒด๋“ค์„ ๊ณ ๊ฐ์‚ฌ๋กœ ๋ณด์œ ํ•˜๊ณ  ์žˆ์Œ
  • ์Šค๋งˆํŠธํฐ : ์†Œํ˜• ์ „์ง€ ์‚ฌ์—… ๋ถ€๋ฌธ์—์„œ ์Šค๋งˆํŠธํฐ์šฉ 2์ฐจ ์ „์ง€๋ฅผ ์‚ผ์„ฑ ์ „์ž์— ๊ณต๊ธ‰
  • ๋ฆฌ๋น„์•ˆ : ๋ฆฌ๋น„์•ˆ์˜ ์ „๊ธฐ ํ”ฝ์—…ํŠธ๋Ÿญ โ€˜R1Tโ€™์™€ ์Šคํฌ์ธ ์œ ํ‹ธ๋ฆฌํ‹ฐ์ฐจ๋Ÿ‰(SUV) โ€˜R1Sโ€™์— ์›ํ†ตํ˜• ๋ฐฐํ„ฐ๋ฆฌ๋ฅผ ๊ณต๊ธ‰ํ•˜๋Š” ๊ธฐ์—…

์‚ผ์„ฑSDI ํ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 308,642์–ต 23์œ„ 80,585,530 24.24% ๊ฑด์„ค/์ธํ”„๋ผ ์ „๊ธฐ์žฅ๋น„ 473,500 157,700

์‚ผ์„ฑSDI ๊ธฐ์—… ๊ฐœ์š”

์‚ผ์„ฑSDI๋Š” 1970๋…„ ์„ค๋ฆฝ๋œ ๊ธฐ์—…์œผ๋กœ ์†Œํ˜•์ „์ง€, 2์ฐจ์ „์ง€, ๋ฐ˜๋„์ฒด ๋ฐ ๋””์Šคํ”Œ๋ ˆ์ด ์†Œ์žฌ ์ œ์กฐยทํŒ๋งค์—…์„ ์˜์œ„ํ•˜๊ณ  ์žˆ๋‹ค. ์ฃผ์š” ์ข…์†๊ธฐ์—…์€ ์—์Šคํ‹ฐ์— , SAMSUNG SDI BATTERY SYSTEMS GMBH, ์—์Šค๋””ํ”Œ๋ ‰์Šค ๋“ฑ์ด ์žˆ๋‹ค. ์ฃผ์š” ๋งค์ถœ์€ ์ „์ง€๋ฅผ ์ƒ์‚ฐํ•˜๋Š” ์—๋‹ˆ์ง€ ์†”๋ฃจ์…˜ ์‚ฌ์—… ๋ถ€๋ฌธ์—์„œ ๋ฐœ์ƒํ•˜๊ณ  ์žˆ๋‹ค. ์—๋„ˆ์ง€ ์†”๋ฃจ์…˜ ์‚ฌ์—…์„ ์ค‘์‹ฌ์œผ๋กœ ์‹œ์„คํˆฌ์ž๋ฅผ ๊ณ„ํš ์ค‘์ด๋ฉฐ, ์›๊ฐ€ ๊ฒฝ์Ÿ๋ ฅ ํ™•๋ณด๋ฅผ ์œ„ํ•œ ํ™œ๋™๋„ ์ง€์†์ ์œผ๋กœ ์ˆ˜ํ–‰ํ•˜๊ณ  ์žˆ๋‹ค.

์‚ผ์„ฑSDI AI์˜ˆ์ธก

AI์˜ˆ์ธก๊ธฐ๋Š” ์‚ผ์„ฑSDI์„ ๊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.

์‚ผ์„ฑSDI ์ง€ํ‘œ๋ถ„์„

์ˆ˜์ต๋ฅ  1์œ„ ๋งค๋งค์ „๋žต์€ ์‚ผ์„ฑSDI์„ ๋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‹  ์‚ผ์„ฑSDI ๊ด€๋ จ ๋‰ด์Šค

์‚ผ์„ฑSDI, ็พŽ์—๋„ˆ์ง€๊ธฐ์—…๊ณผ 1.5์กฐ์›๋Œ€ 'ESS์šฉ' ๊ณต๊ธ‰ ๊ณ„์•ฝ ์ง€๋‚œํ•ด 2์กฐ์›๋Œ€ ์ˆ˜์ฃผ ์ด์–ด ๊ธฐ์ˆ ๋ ฅ ์ž…์ฆ, LFP ๊ณต๋žต ๋ณธ๊ฒฉํ™” ํฌ์Šค์ฝ”ํ“จ์ฒ˜์— , ๊ธ€๋กœ๋ฒŒ ์™„์„ฑ์ฐจ์— ํ‘์—ฐ ์Œ๊ทน์žฌโ€ฆ 1.01์กฐ์› ์‚ผ์„ฑSDI์™€ ํฌ์Šค์ฝ”ํ“จ์ฒ˜์— ์ด ๋‚˜๋ž€ํžˆ ๋ฏธ๊ตญ์—์„œ 1์กฐ์›๋Œ€ ์ˆ˜์ฃผ์— ์„ฑ๊ณตํ–ˆ๋‹ค. ๋น„(้ž)์ค‘๊ตญ ESS(์—๋„ˆ์ง€์ €์žฅ์žฅ์น˜)์šฉ ๋ฐฐํ„ฐ๋ฆฌยท์†Œ์žฌ์— ๋Œ€ํ•œ ์ˆ˜์š”๊ฐ€ ํ™•๋Œ€๋œ ๋ฐ ๋”ฐ๋ฅธ ์ˆ˜ํ˜œ๊ฐ€ ๋ณธ๊ฒฉํ™”ํ•œ๋‹ค. ์‚ผ์„ฑSDI๋Š” 16์ผ ๋ฏธ์ฃผ๋ฒ•์ธ ์‚ผ์„ฑSDI์•„๋ฉ”๋ฆฌ์นด(SDIA)๊ฐ€ ๋ฏธ๊ตญ์˜ ๋ฉ”์ด์ € ์—๋„ˆ์ง€ ์ „๋ฌธ๊ธฐ์—…๊ณผ ESS์šฉ ๋ฐฐํ„ฐ๋ฆฌ ๊ณต๊ธ‰๊ณ„์•ฝ์„ ํ–ˆ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ๊ณ„์•ฝ๊ทœ๋ชจ๋Š” ์•ฝ 1์กฐ5000์–ต์›์ด๋‹ค. ์˜ฌํ•ด๋ถ€ํ„ฐ 2029๋…„๊นŒ์ง€ 4๋…„๊ฐ„ ๋‹จ๊ณ„์ ์œผ๋กœ ๋ฌผ๋Ÿ‰์„ ๊ณต๊ธ‰ํ•˜๊ฒŒ ๋œ๋‹ค....

์‚ผ์„ฑSDI๊ฐ€ ๋ฏธ๊ตญ ์—๋„ˆ์ง€ ๊ธฐ์—…๊ณผ 1์กฐ5000์–ต์› ๊ทœ๋ชจ์˜ ์—๋„ˆ์ง€์ €์žฅ์žฅ์น˜(ESS)์šฉ ๋ฐฐํ„ฐ๋ฆฌ ๊ณต๊ธ‰ ๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ–ˆ๋‹ค. ๋ถ๋ฏธ ์ง€์—ญ์—์„œ์˜ ESS์šฉ ๋ฐฐํ„ฐ๋ฆฌ ์‚ฌ์—… ํ™•์žฅ์— ์†๋„๋ฅผ ๋‚ด๋ฉฐ ์ „๊ธฐ์ฐจ ๋ฐฐํ„ฐ๋ฆฌ ์‹œ์žฅ์˜ ์„ฑ์žฅ ๋‘”ํ™”๋ฅผ ๋ŒํŒŒํ•˜๊ณ  ์žˆ๋‹ค๋Š” ํ‰๊ฐ€๋‹ค.์‚ผ์„ฑSDI๋Š” 16์ผ ๋ฏธ์ฃผ๋ฒ•์ธ โ€˜์‚ผ์„ฑSDI ์•„๋ฉ”๋ฆฌ์นดโ€™๊ฐ€ ๋ฏธ๊ตญ์˜ ๋ฉ”์ด์ € ์—๋„ˆ์ง€ ์ „๋ฌธ์—…์ฒด์™€ ESS์šฉ ๋ฐฐํ„ฐ๋ฆฌ ๊ณต๊ธ‰ ๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ–ˆ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ์˜ฌํ•ด๋ถ€ํ„ฐ 2029๋…„๊นŒ์ง€ ๋‹จ๊ณ„์ ์œผ๋กœ ๋ฌผ๋Ÿ‰์„ ๊ณต๊ธ‰ํ•  ์˜ˆ์ •์ด๋‹ค.์ด๋ฒˆ์— ๊ณต๊ธ‰๋˜๋Š” ๋ฐฐํ„ฐ๋ฆฌ๋Š” ๋ฏธ๊ตญ ์ธ๋””์• ๋‚˜์ฃผ์— ์žˆ๋Š” ์‚ผ์„ฑSDI์™€ ์Šคํ…”๋ž€ํ‹ฐ์Šค์˜ ํ•ฉ์ž‘๋ฒ•์ธ โ€˜์Šคํƒ€ํ”Œ๋Ÿฌ์Šค์—๋„ˆ์ง€(SPE)โ€™ ๊ณต์žฅ์—์„œ ์ƒ์‚ฐ๋œ๋‹ค. ํšŒ์‚ฌ๋Š” ๊ธฐ์กด ์ฃผ๋ ฅ ์ œํ’ˆ์ธ NCA(๋‹ˆ์ผˆยท์ฝ”๋ฐœํŠธยท์•Œ๋ฃจ๋ฏธ๋Š„) ๋ฐฐํ„ฐ๋ฆฌ ์™ธ์—๋„ LFP(๋ฆฌํŠฌยท์ธ์‚ฐยท์ฒ ) ๋ฐฐํ„ฐ๋ฆฌ๋ฅผ ์ˆœ์ฐจ ๊ณต๊ธ‰ํ•œ๋‹ค.์‚ผ์„ฑSDI๋Š” ์ตœ๊ทผ ์ธ๊ณต์ง€๋Šฅ(AI) ์‚ฐ์—… ์„ฑ์žฅ๊ณผ ์‹ ์žฌ์ƒ์—๋„ˆ์ง€ ๋ฐœ์ „ ํ™•๋Œ€๋กœ ESS ์ˆ˜์š”๊ฐ€ ๋น ๋ฅด๊ฒŒ ๋Š˜๊ณ  ์žˆ๋Š” ๋ฏธ๊ตญ ์‹œ์žฅ์„ ์ ๊ทน ๊ณต๋žตํ•˜๋Š” ์ค‘์ด๋‹ค. ์•ž์„œ ์ง€๋‚œํ•ด 12์›”์—๋„ ๋ฏธ๊ตญ์˜ ์—๋„ˆ์ง€ ์ธํ”„๋ผ ๊ฐœ๋ฐœยท์šด์˜ ์—…์ฒด์™€ 2์กฐ์› ์ด์ƒ ๊ทœ๋ชจ์˜ ESS์šฉ LFP ๋ฐฐํ„ฐ๋ฆฌ ๊ณต๊ธ‰ ๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ–ˆ๋‹ค.์‚ผ์„ฑSDI๋Š” ํ˜„์žฌ ๋ถ๋ฏธ์—์„œ ์œ ์ผํ•œ ๋น„(้ž)์ค‘๊ตญ๊ณ„ ๊ฐํ˜• ESS์šฉ ๋ฐฐํ„ฐ๋ฆฌ ์—…์ฒด๋‹ค. ๊ฐํ˜• ๋ฐฐํ„ฐ๋ฆฌ๋Š” ํŒŒ์šฐ์น˜ํ˜• ๋ฐฐํ„ฐ๋ฆฌ์— ๋น„ํ•ด ๋‚ด๊ตฌ์„ฑ์ด ๋›ฐ์–ด๋‚˜๋‹ค๋Š” ์žฅ์ ์ด ์žˆ๋‹ค. ์—…๊ณ„์—์„  ์‚ผ์„ฑSDI๊ฐ€ ํ™”์žฌ ์•ˆ์ „์„ฑ ๊ธฐ์ˆ ๊ณผ ์‹ ๋ขฐ๋„ ๋“ฑ์„ ๋‚ด์„ธ์›Œ ๋ฏธ๊ตญ ์—๋„ˆ์ง€์—…์ฒด๋“ค์„ ๋งŒ์กฑ์‹œํ‚ค๊ณ  ์žˆ๋Š” ๋งŒํผ ๊ธ€๋กœ๋ฒŒ ์ˆ˜์ฃผ ๊ฒฝ์Ÿ์—์„œ๋„ ์ถ”๊ฐ€ ์„ฑ๊ณผ๋ฅผ ๋‚ผ ๊ฑฐ๋ผ๋Š” ๊ด€์ธก์ด ๋‚˜์˜จ๋‹ค.์‚ผ์„ฑSDI ๊ด€๊ณ„์ž๋Š” โ€œ์ตœ๊ทผ ์ž‡๋‹จ ์ˆ˜์ฃผ๋Š” ๊ธ€๋กœ๋ฒŒ ESS ์‹œ์žฅ์—์„œ ํšŒ์‚ฌ์˜ ๊ธฐ์ˆ ๋ ฅ๊ณผ ์‹ ๋ขฐ์„ฑ์„ ํ™•์ธํ•  ์ˆ˜ ์žˆ๋Š” ๊ณ„๊ธฐโ€๋ผ๋ฉฐ โ€œ์•ž์œผ๋กœ๋„ ๊ณ ๊ฐ ์š”๊ตฌ์— ๋”ฐ๋ฅธ ๋‹ค์–‘ํ•œ ESS ์ˆ˜์š”์— ๋Œ€์‘ํ•  ๊ฒƒโ€์ด๋ผ๊ณ  ๋งํ–ˆ๋‹ค.๋ฐ•์ƒ์€ ๊ธฐ์ž

์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ ์†Œ์žฌ ๊ฐœ๋ฐœ ๋กœ๋“œ๋งต์„ ๊ณต๊ฐœํ•œ ์—์ฝ”ํ”„๋กœ์˜ โ€˜์ธํ„ฐ๋ฐฐํ„ฐ๋ฆฌ(INTERBATTERY) 2026โ€™ ์ „์‹œ๊ฐ€ ์„ฑํ™ฉ๋ฆฌ์— ๋งˆ์ณค๋‹ค. ์—์ฝ”ํ”„๋กœ๋Š” ์ž๋™์ฐจ OEM, ์…€ ๋ฉ”์ด์ปค ๋“ฑ ์ž ์žฌ ๊ณ ๊ฐ๋“ค๊ณผ ๊ฐœ๋ณ„ ๋ฏธํŒ…์„ ์ง„ํ–‰ํ•˜๊ณ  ๋‹ค์–‘ํ•œ ์‚ฌ์—… ํ˜‘๋ ฅ ๋ฐฉ์•ˆ์„ ๋…ผ์˜ํ–ˆ๋‹ค. ์—์ฝ”ํ”„๋กœ๋Š” 3์›” 11~13์ผ๊นŒ์ง€ ์ด 3์ผ๊ฐ„์˜ ์ธํ„ฐ๋ฐฐํ„ฐ๋ฆฌ ์ „์‹œ ๊ธฐ๊ฐ„ ๋™์•ˆ ์•ฝ 3๋งŒ ๋ช…์˜ ๊ด€๋žŒ๊ฐ๋“ค์ด ์ „์‹œ ๋ถ€์Šค๋ฅผ ๋ฐฉ๋ฌธํ–ˆ

์‚ผ์„ฑSDIยทํฌ์Šค์ฝ”ํ“จ์ฒ˜์— , 1์กฐ์›๋Œ€ โ€˜ESS์šฉยท์Œ๊ทน์žฌโ€™ ๊ณต๊ธ‰ ๊ณ„์•ฝ์ตœ๊ทผ ๋ง‰์„ ๋‚ด๋ฆฐ ๊ตญ๋‚ด ์ตœ๋Œ€ ๋ฐฐํ„ฐ๋ฆฌ์‚ฐ์—… ์ „์‹œํšŒ โ€˜์ธํ„ฐ๋ฐฐํ„ฐ๋ฆฌ 2026โ€™์—์„œ ์‹ ๊ธฐ์ˆ ์„ ๋ฝ๋‚ธ ๋ฐฐํ„ฐ๋ฆฌ ์—…์ฒด๋“ค์ด ์—ฌ์„ธ๋ฅผ ๋ชฐ์•„ ์ž‡๋‹ฌ์•„ ๋Œ€ํ˜• ์ˆ˜์ฃผ ์†Œ์‹์„ ์ „ํ•˜๊ณ  ์žˆ๋‹ค.์‚ผ์„ฑSDI๋Š” 16์ผ ๋ฏธ์ฃผ ๋ฒ•์ธ์ธ ์‚ผ์„ฑSDI ์•„๋ฉ”๋ฆฌ์นด(SDIA)๊ฐ€ ํ˜„์ง€ ๋ฉ”์ด์ € ์—๋„ˆ์ง€ ์ „๋ฌธ์—…์ฒด์™€ ์—๋„ˆ์ง€์ €์žฅ์žฅ์น˜(ESS)์šฉ ๋ฐฐํ„ฐ๋ฆฌ๋ฅผ ๊ณต๊ธ‰ํ•˜๋Š” ๊ณ„์•ฝ์„ยทยทยท

๊ตญ๋‚ด ๋ฐฐํ„ฐ๋ฆฌ ์—…๊ณ„๊ฐ€ ์ตœ๊ทผ ์ „๊ธฐ์ฐจ ์‹œ์žฅ ์„ฑ์žฅ ๋‘”ํ™”์™€ ์ˆ˜์ฃผ ์ทจ์†Œ ๋“ฑ์œผ๋กœ ์นจ์ฒด๋ฅผ ๊ฒช๊ณ  ์žˆ๋Š” ๊ฐ€์šด๋ฐ ์‚ผ์„ฑSDI์™€ ํฌ์Šค์ฝ”ํ“จ์ฒ˜์— ์ด ์ž‡๋‹ฌ์•„ ๋Œ€ํ˜• ๊ณต๊ธ‰๊ณ„์•ฝ์„ ๋”ฐ๋‚ด๋ฉฐ ๋ฐ˜๋“ฑ์˜ ์‹ ํ˜ธ๋ฅผ ๋ณด๋‚ด๊ณ  ์žˆ๋‹ค. ..

์‚ผ์„ฑSDI ๋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 13,266,730,679,499 -20.04% -1,722,360,788,760 -574.08% -584,875,358,534 -201.63%
2024.4Q 16,592,248,884,388 -26.93% 363,304,463,263 -77.76% 575,512,415,979 -72.14%
2023.4Q 22,708,300,498,633 12.84% 1,633,368,964,768 -9.66% 2,066,046,562,201 1.31%
2022.4Q 20,124,070,000,000 48.48% 1,808,013,100,000 69.36% 2,039,361,400,000 63.10%

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: 88,582

๊ธฐ๊ด€: -143,653

์™ธ์ธ: 57,097

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -1,006,768

๊ธฐ๊ด€: 597,227

์™ธ์ธ: 652,104

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-03-16 88,582 -143,653 57,097
2026-03-13 86,046 -23,673 -61,533
2026-03-12 60,435 77,803 -136,606
2026-03-11 -12,939 49,871 -38,390
2026-03-10 126,966 35,906 -166,020
2026-03-09 177,931 -68,302 -109,674
2026-03-06 -60,247 21,983 38,640
2026-03-05 42,372 21,558 -63,559
2026-03-04 -81,438 -109,511 204,565
2026-03-03 342,576 -131,745 -218,206
2026-02-27 -161,133 53,669 109,488
2026-02-26 -192,111 84,839 108,850
2026-02-25 -117,845 63,251 53,047
2026-02-24 -866,344 296,532 578,534
2026-02-23 289,129 -108,332 -187,583
2026-02-20 -126,146 36,615 91,117
2026-02-19 -418,500 175,010 242,224
2026-02-13 97,307 -92,320 4,777
2026-02-12 -114,296 66,566 45,768
2026-02-11 -16,070 -10,768 26,993
2026-02-10 -41,501 19,930 21,210

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-03-16 -897,226 315,229 600,739
2026-03-13 -985,808 458,882 543,642
2026-03-12 -1,071,854 482,555 605,175
2026-03-11 -1,132,289 404,752 741,781
2026-03-10 -1,119,350 354,881 780,171
2026-03-09 -1,246,316 318,975 946,191
2026-03-06 -1,424,247 387,277 1,055,865
2026-03-05 -1,364,000 365,294 1,017,225
2026-03-04 -1,406,372 343,736 1,080,784
2026-03-03 -1,324,934 453,247 876,219
2026-02-27 -1,667,510 584,992 1,094,425
2026-02-26 -1,506,377 531,323 984,937
2026-02-25 -1,314,266 446,484 876,087
2026-02-24 -1,196,421 383,233 823,040
2026-02-23 -330,077 86,701 244,506
2026-02-20 -619,206 195,033 432,089
2026-02-19 -493,060 158,418 340,972
2026-02-13 -74,560 -16,592 98,748
2026-02-12 -171,867 75,728 93,971
2026-02-11 -57,571 9,162 48,203
2026-02-10 -41,501 19,930 21,210

์‚ผ์„ฑSDI ์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
42,255,338,580,919 44.22% 55.78%

์‚ผ์„ฑSDI ๋งค์ถœ ๊ตฌ์„ฑ

๊ตฌ์„ฑ ์š”์†Œ ๋น„์œจ
์†Œํ˜•์ „์ง€๋“ฑ [์—๋„ˆ์ง€์†”๋ฃจ์…˜] 90%
EMC๋“ฑ [์ „์ž์žฌ๋ฃŒ] 10%

์‚ผ์„ฑSDI ๊ณต๋งค๋„ ํ˜„ํ™ฉ

์ตœ๊ทผ ๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰: 51,602 (7.09%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 568,776 (0.71%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2026-03-16 383,000 51,602 7.09%
2026-03-13 388,000 73,390 9.82%
2026-03-12 400,000 52,826 6.65%
2026-03-11 400,000 15,153 1.74%
2026-03-10 403,500 34,665 3.70%
2026-03-09 389,000 62,495 5.49%
2026-03-06 410,500 27,676 2.24%
2026-03-05 392,500 78,819 4.84%
2026-03-04 351,000 48 0.00%
2026-03-03 408,000 65,547 2.61%
2026-02-27 466,000 45,656 2.25%
2026-02-26 449,000 29,399 1.50%
2026-02-25 433,000 58,062 2.56%
2026-02-24 421,500 66,361 1.44%
2026-02-23 391,500 106,806 7.56%
2026-02-20 402,000 25,283 1.54%
2026-02-19 408,000 30,826 1.65%
2026-02-13 374,500 44,659 6.48%
2026-02-12 385,500 28,057 3.30%
2026-02-11 377,000 20,281 4.06%
2026-02-10 381,000 13,889 1.92%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2026-03-12 400,000 568,776 0.71%
2026-03-11 400,000 518,139 0.64%
2026-03-10 403,500 486,236 0.60%
2026-03-09 389,000 418,400 0.52%
2026-03-06 410,500 356,536 0.44%
2026-03-05 392,500 378,959 0.47%
2026-03-04 351,000 318,420 0.40%
2026-03-03 408,000 413,813 0.51%
2026-02-27 466,000 361,566 0.45%
2026-02-26 449,000 387,469 0.48%
2026-02-25 433,000 458,915 0.57%
2026-02-24 421,500 477,325 0.59%
2026-02-23 391,500 784,760 0.97%
2026-02-20 402,000 679,455 0.84%
2026-02-19 408,000 730,017 0.91%
2026-02-13 374,500 872,967 1.08%
2026-02-12 385,500 887,052 1.10%
2026-02-11 377,000 937,318 1.16%
2026-02-10 381,000 934,400 1.16%
2026-02-09 380,000 961,554 1.19%
2026-02-06 370,000 984,962 1.22%

์‚ผ์„ฑSDI ์—…์ข… ๋‚ด ๋น„๊ต

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

ํ•ญ๋ชฉ ์‚ผ์„ฑSDI ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 312,671.856 33,223.69 3์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) -46.824 70.87 70์œ„
PBR 1.424 3.5 46์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) -3.152 -3.5 54์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 0.247 1.38 36์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) -12.983 -2.57 59์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) -4.409 -3.32 57์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 79.275 92.97 33์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 132,667.307 9,324.15 2์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) -17,223.608 185.66 81์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) -5,848.754 101.31 81์œ„