์‚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€ 262,500 ์›
๋ณ€๋™๋Ÿ‰ โ–ผ 7000.00 ์›
๋ณ€๋™๋ฅ  -2.60%
๊ฑฐ๋ž˜๋Ÿ‰ 590,909
๊ฑฐ๋ž˜๋Œ€๊ธˆ 155,042,906,000 ์›

์‚ผ์„ฑSDI ์ผ๋ณ„ ์ฃผ๊ฐ€

์‚ผ์„ฑSDI์˜ ๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
12/16/2025 296,000 297,000 291,500 295,000 232,155 68,378,419,750
12/17/2025 285,000 285,500 277,000 277,000 644,420 180,453,506,780
12/18/2025 280,000 280,000 267,500 279,500 691,283 189,718,317,500
12/21/2025 282,000 285,000 277,500 282,500 311,296 87,898,197,750
12/22/2025 283,000 283,000 277,750 279,500 329,038 91,910,626,250
12/23/2025 281,500 283,500 278,500 280,000 206,418 57,927,351,750
12/25/2025 280,000 282,500 273,000 274,000 340,872 94,031,314,250
12/28/2025 267,000 278,500 265,000 277,500 330,047 90,584,310,500
12/29/2025 273,500 275,000 267,000 269,500 448,385 120,861,794,750
1/1/2026 268,000 268,000 259,000 262,500 590,909 155,042,906,000

๊ด€๋ จ ํ…Œ๋งˆ

  • ์ „๊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
  • 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€-์†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
  • ์• ํ”Œ : ์ผ์ฐจ ์ „์ง€ ๋ฐ ์ถ•์ „์ง€ ์ œ์กฐ ๊ธฐ์—…์œผ๋กœ ์•„์ดํฐ X์— ์†Œํ˜• ๋ฐฐํ„ฐ๋ฆฌ ๊ณต๊ธ‰
  • ์Šค๋งˆํŠธํฐ : ์†Œํ˜• ์ „์ง€ ์‚ฌ์—… ๋ถ€๋ฌธ์—์„œ ์Šค๋งˆํŠธํฐ์šฉ 2์ฐจ ์ „์ง€๋ฅผ ์‚ผ์„ฑ ์ „์ž์— ๊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
  • ๋ฆฌ๋น„์•ˆ : ๋ฆฌ๋น„์•ˆ์˜ ์ „๊ธฐ ํ”ฝ์—…ํŠธ๋Ÿญ โ€˜R1Tโ€™์™€ ์Šคํฌ์ธ ์œ ํ‹ธ๋ฆฌํ‹ฐ์ฐจ๋Ÿ‰(SUV) โ€˜R1Sโ€™์— ์›ํ†ตํ˜• ๋ฐฐํ„ฐ๋ฆฌ๋ฅผ ๊ณต๊ธ‰ํ•˜๋Š” ๊ธฐ์—…
  • 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€-์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
  • ์ „๊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
  • ์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—…

์‚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 217,178์–ต 29์œ„ 80,585,530 23.46% ๊ฑด์„ค/์ธํ”„๋ผ ์ „๊ธฐ์žฅ๋น„ 354,500 157,700

์‚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

์ค‘ ๊ณต์„ธ ์†โ€ฆ์ž‡๋‹จ ๊ณ„์•ฝํ•ด์ง€ โ€˜์•…์žฌโ€™ํ—ˆ๋ฆฌ๋  ๋” ์ฃ„๊ณ  ESS๋กœ ํ™œ๋กœ ๋ชจ์ƒ‰๊ตญ๋‚ด ๋ฐฐํ„ฐ๋ฆฌ ์—…ํ™ฉ ์ „๋ง์ด ์žฟ๋น› ์ผ์ƒ‰์ด๋‹ค. ๊ธ€๋กœ๋ฒŒ ์ „๊ธฐ์ฐจ ์บ์ฆ˜(์ˆ˜์š” ์ •์ฒด)์ด ์—ฌ์ „ํ•˜๊ณ , ๋ฏธ๊ตญ ์ „๋™ํ™” ์ง€์—ฐ ์ •์ฑ…๊ณผ ์ค‘๊ตญ ๋ฐฐํ„ฐ๋ฆฌ ์งˆ์ฃผ ๋“ฑ ์™ธ๋ถ€ ํ™˜๊ฒฝ์ด ๋…น๋ก์ง€ ์•Š๋‹ค.1์ผ ์—…๊ณ„์— ๋”ฐ๋ฅด๋ฉด, ๊ตญ๋‚ด ๋ฐฐํ„ฐ๋ฆฌ ์ œ์กฐ์‚ฌ์™€ ์†Œ์žฌ์‚ฌ๋“ค์€ ๋ถˆํ™ฉ ์žฅ๊ธฐํ™”์— ๋Œ€๋น„ํ•ด ์ฒด๋ ฅ ๋น„์ถ•๊ณผ ์œ„๊ธฐ๊ด€๋ฆฌ ๋Œ€์ฑ… ๋งˆ๋ จ ๋“ฑ์— ํ•œ์ฐฝ์ด๋‹ค. ์ด๋“ค์˜ ๋Œยทยทยท

๊ณต์ •์œ„, ์‚ผ์„ฑ 4๊ฐœ ๊ณ„์—ด์‚ฌยท์›ฐ์Šคํ† ๋ฆฌ์— ๊ณผ์ง•๊ธˆ 2349์–ต ๋ถ€๊ณผ ์‚ผ์„ฑ์›ฐ์Šคํ† ๋ฆฌ๊ฐ€ โ€˜์‚ผ์„ฑ๊ทธ๋ฃน ์‚ฌ๋‚ด ๊ธ‰์‹ ์ผ๊ฐ ๋ชฐ์•„์ฃผ๊ธฐโ€™๋กœ ๊ณต์ •๊ฑฐ๋ž˜์œ„...

์˜ฌํ•ด 1๋ถ„๊ธฐ ์ค‘์œผ๋กœ ํฌ๋“œ์™€ ๊ณต๋™์šด์˜ ์ฒด์ œ๋ฅผ ์ ‘๊ณ , ๋…์ž ์šด์˜์— ๋“ค์–ด๊ฐ€๋Š” SK์˜จ์˜ โ€˜๋ธ”๋ฃจ์˜ค๋ฒŒSKโ€™ ํ…Œ๋„ค์‹œ ๊ณต์žฅ. SK์˜จ ์ œ๊ณต๊ตญ๋‚ด ๋ฐฐํ„ฐ๋ฆฌ์˜ ์—…ํ™ฉ ์ „๋ง์ด ์žฟ๋น› ์ผ์ƒ‰์ด๋‹ค.๊ธ€๋กœ๋ฒŒ ์ „๊ธฐ์ฐจ ์บ์ฆ˜(์ˆ˜์š” ์ •์ฒด)์ด ์—ฌ์ „ํ•˜๊ณ , ๋ฏธ๊ตญ์˜ ์ „๋™ํ™” ์ง€์—ฐ ์ •์ฑ…, ์ค‘๊ตญ ๋ฐฐํ„ฐ๋ฆฌ์˜ ์งˆ์ฃผ ๋“ฑ โ€˜K-๋ฐฐํ„ฐ๋ฆฌโ€™๋ฅผ ๋‘˜๋Ÿฌ์‹ผ ์™ธ๋ถ€ ํ™˜๊ฒฝ์ด ๋…น๋ก์ง€ ์•Š์•„์„œ๋‹ค. ์ง€๋‚œ ์—ฐ๋ง๊นŒ์ง€ โ€˜์ž์˜ ๋ฐ˜ ํƒ€์˜ ๋ฐ˜โ€™์œผ๋กœ ๊ฑฐํ’ˆ์„ ยทยทยท

์ „ ์„ธ๊ณ„ ์ „๊ธฐ์ฐจ ์บ์ฆ˜(์ผ์‹œ์  ์ˆ˜์š” ์ •์ฒด)์˜ ์œ ํƒ„์„ ๋งž์€ ๊ตญ๋‚ด ๋ฐฐํ„ฐ๋ฆฌ 3์‚ฌ๊ฐ€ ๊ฐ‘์ž‘์Šค๋Ÿฐ ํ˜นํ•œ๊ธฐ๋ฅผ ๊ฒฌ๋””๊ธฐ ์œ„ํ•ด ์—๋„ˆ์ง€์ €์žฅ์žฅ์น˜(ESS) ์ค‘์‹ฌ ์‚ฌ์—… ์žฌํŽธ์— ์†๋„๋ฅผ ๋‚ด๊ณ  ์žˆ๋‹ค. ๋ฏธ๊ตญ ๋“ฑ ์ฃผ์š” ์ „๊ธฐ์ฐจ ์‹œ์žฅ์˜ ๋ณด์กฐ๊ธˆ ์ •์ฑ… ํ›„ํ‡ด์™€ ์ˆ˜์š” ๋ถ€์ง„ ์†์—์„œ ESS๋กœ ํ™œ๋กœ๋ฅผ ๋ชจ์ƒ‰ํ•˜๊ฒ ๋‹ค๋Š” ์ „๋žต์ด์ง€๋งŒ, ์‹ค์  ๋ฐ˜๋“ฑ์—๋Š” ์‹œ๊ฐ„์ด ๊ฑธ๋ฆด ๊ฑฐ๋ผ๋Š” ์ „๋ง์ด ๋‚˜์˜จ๋‹ค.31์ผ ์—…๊ณ„์— ๋”ฐ๋ฅด๋ฉด ๊ตญ๋‚ด ๋ฐฐํ„ฐ๋ฆฌ 3์‚ฌ๋Š” ์ „๊ธฐ์ฐจ ์บ์ฆ˜ ์—ฌํŒŒ๋กœ ๊ฒฝ์˜ ๊ณ„ํš์„ ์ผ์ œํžˆ ์ˆ˜์ •ํ•˜๊ณ  ์žˆ๋‹ค. SK์˜จ์€ ์ด๋‚  ์ถฉ๋‚จ ์„œ์‚ฐ ์‹ ๊ทœ ๊ณต์žฅ ์ฆ์„ค์„ ์—ฐ๊ธฐํ•œ๋‹ค๊ณ  ๊ณต์‹œํ–ˆ๋‹ค. ์„œ์‚ฐ 3๊ณต์žฅ์€ 14๊ธฐ๊ฐ€์™€ํŠธ์‹œ(GWh) ๊ทœ๋ชจ๋กœ, ์ „๊ธฐ์ฐจ ๋ฐฐํ„ฐ๋ฆฌ 14๋งŒ~16๋งŒ๋Œ€๋ฅผ ์ƒ์‚ฐํ•  ์ˆ˜ ์žˆ๋‹ค. SK์˜จ ์ธก์€ โ€œ์‹œ์žฅ ์ƒํ™ฉ ๋“ฑ์„ ๊ณ ๋ คํ•ด ์ „๊ธฐ์ฐจ ์ˆ˜์š” ๋ณ€ํ™”์— ๋งž์ถฐ ๊ฐ€๋™ ์‹œ์ ์„ ๊ฒฐ์ •ํ•  ๊ฒƒโ€์ด๋ผ๊ณ  ๋ฐํ˜”๋‹ค.์•ž์„œ SK์˜จ์€ ์ง€๋‚œ 11์ผ ํฌ๋“œ์™€์˜ ํ•ฉ์ž‘ ๊ด€๊ณ„๋ฅผ ์ •๋ฆฌํ•˜๊ณ  โ€˜๋ธ”๋ฃจ์˜ค๋ฒŒSKโ€™์˜ ๋ฏธ ํ…Œ๋„ค์‹œ์ฃผ ๊ณต์žฅ์„ ๋‹จ๋… ์šด์˜ํ•˜๊ธฐ๋กœ ํ–ˆ๋‹ค. ํ…Œ๋„ค์‹œ ๊ณต์žฅ๊ณผ ํ•จ๊ป˜ ์กฐ์ง€์•„์ฃผ ๊ณต์žฅ ์ผ๋ถ€ ์ƒ์‚ฐ๋ผ์ธ์„ ESS์šฉ์œผ๋กœ ์ „ํ™˜ํ•˜๊ณ , ๊ตญ๋‚ด ์„œ์‚ฐ ๊ณต์žฅ๋„ ์ผ๋ถ€ ESS ์ƒ์‚ฐ์šฉ์œผ๋กœ ์ „ํ™˜ํ•  ๊ณ„ํš์ด๋‹ค. ๋Œ€ํ‘œ์ด์‚ฌ ์ง์†์œผ๋กœ ๊ฒฉ์ƒ๋œ ESS ์‚ฌ์—… ์กฐ์ง์€ ์ตœ๊ทผ ๊ธฐ๋Šฅ์„ ์„ธ๋ถ„ํ™”ํ•˜๊ณ  ์ „๋‹ด ์ธ๋ ฅ๋„ ๋”์šฑ ํ™•๋Œ€ํ–ˆ๋‹ค.LG์—๋„ˆ์ง€์†”๋ฃจ์…˜ ์—ญ์‹œ ESS ์ค‘์‹ฌ์œผ๋กœ ์‚ฌ์—… ์ถ•์„ ์ด๋™ํ•˜๊ณ  ์žˆ๋‹ค. ์ง€๋‚œ 6์›” ๋ฏธ ๋ฏธ์‹œ๊ฐ„์ฃผ ๊ณต์žฅ์—์„œ ESS์šฉ ๋ฆฌํŠฌยท์ธ์‚ฐยท์ฒ (LFP) ๋ฐฐํ„ฐ๋ฆฌ ์–‘์‚ฐ์— ๋Œ์ž…ํ–ˆ์œผ๋ฉฐ, ์ง€๋‚œ 11์›”์—๋Š” ์บ๋‚˜๋‹ค ์œˆ์ € ๊ณต์žฅ์˜ ์ผ๋ถ€ ์ƒ์‚ฐ๋ผ์ธ๋„ LFP ๋ผ์ธ์œผ๋กœ ์ „ํ™˜ํ•ด ์–‘์‚ฐ์„ ๊ฐœ์‹œํ–ˆ๋‹ค. ๊ตญ๋‚ด์—์„  2027๋…„๋ถ€ํ„ฐ ์ถฉ๋ถ ์˜ค์ฐฝ ๊ณต์žฅ์—์„œ 1GWh ๊ทœ๋ชจ ESS ์ƒ์‚ฐ์„ ์‹œ์ž‘ํ•  ์˜ˆ์ •์ด๋‹ค.์ง€๋‚œ 10์ผ ๋ฏธ๊ตญ์˜ ๋Œ€ํ˜• ์—๋„ˆ์ง€ ์ „๋ฌธ๊ธฐ์—…๊ณผ ESS์šฉ LFP ๋ฐฐํ„ฐ๋ฆฌ ๊ณต๊ธ‰ ๊ณ„์•ฝ์„ ๋งบ์€ ์‚ผ์„ฑSDI๋Š” ๋ฏธ ์ธ๋””์• ๋‚˜์ฃผ์— ์žˆ๋Š” ์Šคํ…”๋ž€ํ‹ฐ์Šค์™€์˜ ํ•ฉ์ž‘๊ณต์žฅ ์ƒ์‚ฐ๋ผ์ธ ์ผ๋ถ€๋ฅผ ESS์šฉ์œผ๋กœ ์ „ํ™˜ํ•œ ์ƒํƒœ๋‹ค. ๊ทธ๊ฐ„ ๋‹ˆ์ผˆยท์ฝ”๋ฐœํŠธยท์•Œ๋ฃจ๋ฏธ๋Š„(NCA) ์‚ผ์›๊ณ„ ๋ฐฐํ„ฐ๋ฆฌ์— ์ง‘์ค‘ํ•ด์˜จ ์‚ผ์„ฑSDI๋Š” ํ˜„์ง€ ์ˆ˜์š”์— ๋งž์ถฐ LFP ์ƒ์‚ฐ ์„ค๋น„๋ฅผ ํ™•๋Œ€ํ•œ๋‹ค๋Š” ๊ณ„ํš์ด๋‹ค.๋ฐฐํ„ฐ๋ฆฌ ์—…๊ณ„๊ฐ€ ESS์—์„œ ๋ŒํŒŒ๊ตฌ๋ฅผ ์ฐพ๋Š” ๋ฐฐ๊ฒฝ์—๋Š” ๊ธ‰์†ํžˆ ์–ผ์–ด๋ถ™๊ณ  ์žˆ๋Š” ๋ฏธ๊ตญ ์ „๊ธฐ์ฐจ ์‹œ์žฅ ์ƒํ™ฉ์ด ์žˆ๋‹ค. ์ง€๋‚œ 10์›” ์ „๊ธฐ์ฐจ ๋ณด์กฐ๊ธˆ์ด ํ์ง€๋˜๋ฉด์„œ ์ „๊ธฐ์ฐจ ํŒ๋งค๋Ÿ‰์ด ๊ธ‰๊ฐํ–ˆ๊ณ , ํ˜„์ง€ ์™„์„ฑ์ฐจ ์—…์ฒด๋“ค์ด ์ค„์ค„์ด ์ƒ์‚ฐ๋Ÿ‰ ์กฐ์ •์— ๋‚˜์„œ์ž ๊ตญ๋‚ด ๋ฐฐํ„ฐ๋ฆฌ์‚ฌ๋“ค๊นŒ์ง€ ์ถฉ๊ฒฉํŒŒ๊ฐ€ ๋ฏธ์ณค๋‹ค. LG์—๋„ˆ์ง€์†”๋ฃจ์…˜๊ณผ ์–‘๊ทน์žฌ ์—…์ฒด ์—˜์•ค์—ํ”„์˜ ๊ฒฝ์šฐ ๋ฏธ๊ตญ ํฌ๋“œ์™€ ํ…Œ์Šฌ๋ผ์˜ ๊ณ„์•ฝ ํ•ด์ง€ยท๋ณ€๊ฒฝ์œผ๋กœ ์ตœ๊ทผ 2์ฃผ ์‚ฌ์ด์—๋งŒ 17์กฐ3000์–ต์› ๊ทœ๋ชจ์˜ ๋ฌผ๋Ÿ‰์ด ์‚ฌ๋ผ์กŒ๋‹ค.๋‹ค๋งŒ ESS ์ค‘์‹ฌ์˜ ์‚ฌ์—… ์žฌํŽธ์ด ๊ณง๋ฐ”๋กœ ์ˆ˜์ต์„ฑ ๊ฐœ์„ ์œผ๋กœ ์ด์–ด์ง€๊ธฐ๋Š” ์‰ฝ์ง€ ์•Š๋‹ค๋Š” ๋ถ„์„์ด ๋‚˜์˜จ๋‹ค. ESS์šฉ ๋ฐฐํ„ฐ๋ฆฌ๋Š” ์ „๊ธฐ์ฐจ์šฉ ๋Œ€๋น„ ๋‹จ๊ฐ€์™€ ๋งˆ์ง„์ด ๋‚ฎ์€ ๋ฐ๋‹ค, ํ•œ๊ตญ ๋ฐฐํ„ฐ๋ฆฌ์‚ฌ๋“ค์˜ ๊ธ€๋กœ๋ฒŒ ๊ณต์žฅ ๊ฐ€๋™๋ฅ ์ด 60% ์•ˆํŒŽ์— ๋จธ๋ฌผ๊ณ  ์žˆ๊ธฐ ๋•Œ๋ฌธ์ด๋‹ค. ์ค‘๊ตญ ์—…์ฒด๋“ค์ด ์ด๋ฏธ ESS ์‹œ์žฅ ์ฃผ๋„๊ถŒ์„ ์ฅ๊ณ  ์žˆ๋‹ค๋Š” ์ ๋„ ์–ด๋ ค์›€์„ ๊ฐ€์ค‘์‹œํ‚ค๋Š” ์š”์ธ์ด๋‹ค. ์—…๊ณ„ ๊ด€๊ณ„์ž๋Š” โ€œESS ์‹œ์žฅ์ด ์„ฑ์žฅํ•˜๊ณ  ์žˆ๊ธด ํ•˜์ง€๋งŒ ์ „๊ธฐ์ฐจ ์ˆ˜์š”๊ฐ€ ํšŒ๋ณต๋˜๊ธฐ ์ „๊นŒ์ง€๋Š” ๋ฐฐํ„ฐ๋ฆฌ ์—…์ฒด๋“ค์˜ ์ˆ˜์ต ๋ฐฉ์–ด๊ฐ€ ์‰ฝ์ง€ ์•Š์„ ๊ฒƒโ€์ด๋ผ๊ณ  ๋งํ–ˆ๋‹ค.๋ฐ•์ƒ์€ ๊ธฐ์ž pse0212@kmib.co.kr

์‚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
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%
2021.4Q 13,553,220,000,000 20.00% 1,067,575,600,000 59.02% 1,250,401,600,000 98.17%

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -90,065

๊ธฐ๊ด€: -73,813

์™ธ์ธ: 166,961

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: 268,074

๊ธฐ๊ด€: -148,058

์™ธ์ธ: -224,149

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-01-02 -90,065 -73,813 166,961
2025-12-30 39,319 -94,552 59,360
2025-12-29 -53,528 -14,050 68,171
2025-12-26 11,237 -27,220 17,169
2025-12-24 4,327 -10,241 5,865
2025-12-23 19,974 -34,284 9,178
2025-12-22 -22,171 37,355 -30,673
2025-12-19 -16,090 -21,871 30,410
2025-12-18 241,795 -164,610 -85,399
2025-12-17 9,257 -8,606 -8,685
2025-12-16 165,657 -128,485 -37,062
2025-12-15 44,434 -73,462 30,694
2025-12-12 71,984 -58,923 -18,166
2025-12-11 99,888 -40,837 -56,530
2025-12-10 -5,429 43,537 -36,831
2025-12-09 60,264 -14,297 -44,982
2025-12-08 57,116 3,635 -53,338
2025-12-05 -77,252 46,587 30,962
2025-12-04 66,716 -30,062 -42,048
2025-12-03 -3,137 8,532 -5,919
2025-12-02 -49,078 18,878 28,873

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-01-02 575,218 -636,789 28,010
2025-12-30 665,283 -562,976 -138,951
2025-12-29 625,964 -468,424 -198,311
2025-12-26 679,492 -454,374 -266,482
2025-12-24 668,255 -427,154 -283,651
2025-12-23 663,928 -416,913 -289,516
2025-12-22 643,954 -382,629 -298,694
2025-12-19 666,125 -419,984 -268,021
2025-12-18 682,215 -398,113 -298,431
2025-12-17 440,420 -233,503 -213,032
2025-12-16 431,163 -224,897 -204,347
2025-12-15 265,506 -96,412 -167,285
2025-12-12 221,072 -22,950 -197,979
2025-12-11 149,088 35,973 -179,813
2025-12-10 49,200 76,810 -123,283
2025-12-09 54,629 33,273 -86,452
2025-12-08 -5,635 47,570 -41,470
2025-12-05 -62,751 43,935 11,868
2025-12-04 14,501 -2,652 -19,094
2025-12-03 -52,215 27,410 22,954
2025-12-02 -49,078 18,878 28,873

์‚ผ์„ฑSDI ์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
42,174,547,789,943 44.34% 55.66%

์‚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‰: 68,919 (11.73%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 1,695,136 (2.1%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2025-12-30 269,500 68,919 11.73%
2025-12-29 277,500 29,205 6.41%
2025-12-26 274,000 18,403 4.06%
2025-12-24 280,000 5,717 2.03%
2025-12-23 279,500 25,947 6.05%
2025-12-22 282,500 23,111 5.59%
2025-12-19 279,500 37,140 3.98%
2025-12-18 277,000 52,399 6.10%
2025-12-17 295,000 28,892 9.77%
2025-12-16 293,500 35,863 5.63%
2025-12-15 303,000 39,244 8.75%
2025-12-12 308,000 28,315 6.30%
2025-12-11 308,000 58,757 8.01%
2025-12-10 317,500 65,123 5.83%
2025-12-09 310,000 38,590 8.82%
2025-12-08 314,000 76,357 9.14%
2025-12-05 307,500 35,025 5.66%
2025-12-04 302,500 39,304 8.37%
2025-12-03 305,000 31,477 9.53%
2025-12-02 305,000 61,833 13.72%
2025-12-01 299,000 35,353 8.73%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2025-12-26 274,000 1,695,136 2.10%
2025-12-24 280,000 1,702,180 2.11%
2025-12-23 279,500 1,717,796 2.13%
2025-12-22 282,500 1,721,094 2.14%
2025-12-19 279,500 1,718,828 2.13%
2025-12-18 277,000 1,763,085 2.19%
2025-12-17 295,000 1,721,751 2.14%
2025-12-16 293,500 1,705,665 2.12%
2025-12-15 303,000 1,689,358 2.10%
2025-12-12 308,000 1,679,637 2.08%
2025-12-11 308,000 1,672,669 2.08%
2025-12-10 317,500 1,644,306 2.04%
2025-12-09 310,000 1,646,236 2.04%
2025-12-08 314,000 1,615,626 2.00%
2025-12-05 307,500 1,570,643 1.95%
2025-12-04 302,500 1,579,487 1.96%
2025-12-03 305,000 1,553,396 1.93%
2025-12-02 305,000 1,518,880 1.88%
2025-12-01 299,000 1,518,158 1.88%
2025-11-28 299,500 1,500,661 1.86%
2025-11-27 303,000 1,448,288 1.80%

์‚ผ์„ฑSDI ์—…์ข… ๋‚ด ๋น„๊ต

์ „๊ธฐ์žฅ๋น„ ์—…์ข…(82๊ฐœ) ์—ฐ๊ฐ„ ๊ธฐ์ค€

ํ•ญ๋ชฉ ์‚ผ์„ฑSDI ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 217,178.003 26,860.4 3์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) -36.651 60.55 71์œ„
PBR 0.985 2.46 59์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) 3.131 -2.34 49์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 0.363 1.48 33์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 2.19 -2.65 50์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 3.469 -2.66 44์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 88.236 93.56 34์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 165,922.489 9,686.15 2์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) 3,633.045 287.22 4์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) 5,755.124 224.58 1์œ„