LS ELECTRIC ๋กœ๊ณ 

LS ELECTRIC (010120) ์ฃผ๊ฐ€ ๋ฐ ์ข…๋ชฉ ์ •๋ณด

LS ELECTRIC ์ฃผ๊ฐ€ ๋ฐ ํ•ต์‹ฌ ์ •๋ณด

ํ˜„์žฌ๊ฐ€ ๋ฐ ํ•ต์‹ฌ ํˆฌ์ž ์ •๋ณด
ํ•ญ๋ชฉ ๊ฐ’
ํ˜„์žฌ๊ฐ€ 209,000 ์›
๋ณ€๋™๋Ÿ‰ โ–ฒ 3,000 ์›
๋ณ€๋™๋ฅ  +1.46%
๊ธฐ์ค€ ์‹œ๊ฐ
๊ฑฐ๋ž˜ ๊ตฌ๋ถ„ ์ •๊ทœ์žฅ
์‹œ์žฅ KOSPI
๊ฑฐ๋ž˜์†Œ KRX ยท NXT ๊ฑฐ๋ž˜ ๊ฐ€๋Šฅ
์‹œ๊ฐ€ 208,500 ์›
๊ณ ๊ฐ€ 210,500 ์›
์ €๊ฐ€ 205,500 ์›
52์ฃผ ๋ฒ”์œ„ 57,800 ์› ~ 335,000 ์›
๊ฑฐ๋ž˜๋Ÿ‰ 289,926
๊ฑฐ๋ž˜๋Œ€๊ธˆ 60,402,078,500 ์›
์‹œ๊ฐ€์ด์•ก 30์กฐ 9,000์–ต์›
PER 48.15๋ฐฐ
PBR 6.61๋ฐฐ
EPS 1,910.82 ์›
์—…์ข… ์ „๊ธฐ์žฅ๋น„

์ผ๋ณ„ ์ฃผ๊ฐ€

๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€ ์ •๋ณด
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
2026.09.17 201,500 205,000 199,100 203,000 288,005 58,022,709,200
2026.09.18 205,500 211,500 202,000 208,500 737,732 154,228,111,500
2026.09.21 209,500 211,500 204,500 211,000 274,366 57,122,203,750
2026.09.22 214,000 218,500 208,000 211,000 444,006 95,096,327,750
2026.09.23 214,500 214,500 203,000 207,000 332,290 68,660,996,750
2026.09.28 207,000 209,500 201,000 203,000 304,267 62,243,387,500
2026.09.29 203,000 207,500 201,500 206,500 227,014 46,304,388,750
2026.09.30 207,000 209,500 203,500 205,500 245,388 50,511,011,250
2026.10.01 202,500 206,500 198,700 206,000 331,299 67,005,108,600
2026.10.02 208,500 210,500 205,500 209,000 289,926 60,402,078,500

ํšŒ์‚ฌ ์ •๋ณด

๊ธฐ์—…์ˆœ์œ„ ์ฃผ์‹์ˆ˜ ์™ธ๊ตญ์ธ ๋น„์ค‘ ์‚ฐ์—…๊ตฐ ์„ธ๋ถ€ ์‚ฐ์—…๊ตฐ
KOSPI 23์œ„ 150,000,000 19.00% ๊ฑด์„ค/์ธํ”„๋ผ ์ „๊ธฐ์žฅ๋น„

๊ธฐ์—… ๊ฐœ์š”

LS ELECTRIC์€ 1974๋…„ ์„ค๋ฆฝ๋œ ๊ธฐ์—…์œผ๋กœ ์ „๊ธฐ, ์ „์ž, ๊ณ„์ธก, ์ž๋™ํ™”๊ธฐ๊ธฐ ์ œ์กฐยทํŒ๋งค์—…์„ ์˜์œ„ํ•˜๊ณ  ์žˆ๋‹ค. ์ฃผ์š” ์ข…์†๊ธฐ์—…์€ LS๋ฉ”ํƒˆ, LS ICT, LS ELECTRIC VIETNAM CO LTD ๋“ฑ์ด ์žˆ๋‹ค. ์ฃผ์š” ๋งค์ถœ์€ ์ „๋ ฅ ๋ฐฐ์†ก์ „ ์ œํ’ˆ ํŒ๋งค์—์„œ๋ฐœ์ƒํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ์ž๋™ํ™” ๊ธฐ๊ธฐ, ๊ธˆ์†๊ด€ ํŒ๋งค๊ฐ€ ๋’ค๋ฅผ ์ž‡๊ณ  ์žˆ๋‹ค. ํ•œ๊ตญ์ „๋ ฅ๊ณต์‚ฌ ๋“ฑ๊ณผ ์ดˆ๊ณ ์••์ง๋ฅ˜์†ก์ „ ๊ธฐ์ˆ  ์—ฐ๊ตฌยท๊ฐœ๋ฐœ์— ํ˜‘๋ ฅํ•˜๋ฉฐ ๋ฐฐ์†ก์ „ ์‹œ์žฅ ์ ์œ ์œจ ํ™•๋Œ€์— ์ฃผ๋ ฅํ•˜๊ณ  ์žˆ๋‹ค.

๊ด€๋ จ ํ…Œ๋งˆ

  • ๋ณ€์••๊ธฐ : ์ €์••๊ธฐ๊ธฐ ๋ฐ ๊ณ ์••๊ธฐ๊ธฐ ๊ตญ๋‚ด ์ ์œ ์œจ 1์œ„ ๊ธฐ์—…์œผ๋กœ, ๋ฐฐ์ „๋ชฐ๋“œ๋ณ€์••๊ธฐ, ์œ ์ž…๋ณ€์••๊ธฐ ๋“ฑ์˜ ๋ณ€์••๊ธฐ ์‚ฌ์—…์„ ์˜์œ„ํ•˜๊ณ  ์žˆ์Œ. ๋ฒ ํŠธ๋‚จ ์ „๋ ฅ๊ธฐ๊ธฐ ์‹œ์žฅ ์ ์œ ์œจ 40%๋กœ 1์œ„๋ฅผ ์ฐจ์ง€ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์Šค๋งˆํŠธ ๋ณ€์••๊ธฐ ๋ฐ ์ดˆ๊ณ ์•• ๋ณ€์••๊ธฐ๋ฅผ ์‹ ์žฌ์ƒ์—๋„ˆ์ง€ ๋ฐ ๋ฐ์ดํ„ฐ์„ผํ„ฐ์šฉ์œผ๋กœ ๊ณต๊ธ‰ํ•จ. ํ•œ๊ตญ์ „๋ ฅ์œผ๋กœ๋ถ€ํ„ฐ 5610์–ต ์› ๊ทœ๋ชจ์˜ HVDC์šฉ ๋ณ€ํ™˜์šฉ ๋ณ€์••๊ธฐ ์‚ฌ์—…์„ ์ˆ˜์ฃผํ•˜๋Š” ๋“ฑ ์ดˆ๊ณ ์•• ์ „๋ ฅ ์†”๋ฃจ์…˜ ๋ถ„์•ผ๋ฅผ ์ฃผ๋„ํ•˜๊ณ  ์žˆ์Œ
  • ์žฌ์ƒ์—๋„ˆ์ง€ : ์ „๋ ฅ ์ œ์–ด ๋ถ€ํ’ˆ์ธ ์ธ๋ฒ„ํ„ฐ ๋“ฑ์„ ์ƒ์‚ฐํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ, ํƒœ์–‘๊ด‘ ์‹œ์Šคํ…œ ๊ด€๋ จ ESS์™€ ์ˆ˜์†Œ์—ฐ๋ฃŒ์ „์ง€ ๋ฐœ์ „์‹œ์Šคํ…œ ๊ฐœ๋ฐœ์„ ํ†ตํ•ด ์žฌ์ƒ์—๋„ˆ์ง€ ์ธํ”„๋ผ ๊ตฌ์ถ•์— ๊ธฐ์—ฌํ•˜๋Š” ๊ธฐ์—…
  • ๋ฐ์ดํ„ฐ์„ผํ„ฐ : ๊ณ ํšจ์œจ ๋ฐฐ์ „๋ฐ˜ยท์ „๋ ฅ๊ธฐ๊ธฐ, ์Šค๋งˆํŠธ ์ „๋ ฅ ์†”๋ฃจ์…˜ ๋“ฑ์ด ๋ฐ์ดํ„ฐ์„ผํ„ฐ์— ๊ณต๊ธ‰๋˜๋Š” ๊ธฐ์—…์œผ๋กœ, ๋Œ€ํ˜• ํ”„๋กœ์ ํŠธ ์ฐธ์—ฌ ๊ฒฝํ—˜์ด ํ’๋ถ€ํ•จ
  • ESS : ์ „๋ ฅ ์ œ์–ด ๋ถ€ํ’ˆ์ธ ์ธ๋ฒ„ํ„ฐ ๋“ฑ์„ ์ƒ์‚ฐ/ํŒ๋งคํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ, ํƒœ์–‘๊ด‘ ์‹œ์Šคํ…œ ๊ด€๋ จ ESS(์ „๋ ฅ ์ €์žฅ ์žฅ์น˜)๋ฅผ ๊ฐœ๋ฐœ
  • ์ง€๋Šฅํ˜•์ „๋ ฅ๋ง : ์ „๊ธฐ ๊ณต๊ธ‰ ๋ฐ ์ „๊ธฐ ์ œ์–ด ์žฅ์น˜ ์ œ์กฐ์—…์ฒด๋กœ ์†Œ๋น„์ž ์ „๋ ฅ ๊ด€๋ฆฌ ์žฅ์น˜(์ง€๋Šฅํ˜• ๋ถ„์ „๋ฐ˜) ๋ฐ ์Šค๋งˆํŠธ ๊ณ„๋Ÿ‰ ์‹œ์Šคํ…œ์„ ์‹œ๋ฒ” ์šด์˜ ์ค‘. ๋˜ํ•œ, ์›๊ฒฉ ๊ฒ€์นจ ์‹œ์Šคํ…œ(AMR) ๋ฐ AMI System(์–‘๋ฐฉํ–ฅ ํ†ต์‹ ์— ๊ธฐ๋ฐ˜ํ•œ ์ „๋ ฅ ์ˆ˜์š” ์˜ˆ์ธก, ๊ด€๋ฆฌ ์‹œ์Šคํ…œ)์„ ๊ฐœ๋ฐœํ•˜๋Š” ๋“ฑ ์Šค๋งˆํŠธ๊ทธ๋ฆฌ๋“œ ์‹œ์žฅ์„ ์ฃผ๋„
  • ์›์ „ : ๋ฐœ์ „ ํ›„ ์ „๋ ฅ์˜ ๋ณ€์ „ ๋ฐ ๋ณ€์••๊ธฐ ์„ค์น˜ ๊ธฐ์ˆ  ๋ณด์œ ํ•˜๊ณ  ์žˆ๋Š” ๊ธฐ์—…์œผ๋กœ ์šธ์ง„ ์›์ž๋ ฅ ๋ฐœ์ „์†Œ 3, 4ํ˜ธ๊ธฐ, ์˜๊ด‘ ์›์ž๋ ฅ ๋ฐœ์ „์†Œ 5, 6ํ˜ธ๊ธฐ์— ์ฃผ์ œ์–ด๋ฐ˜ ๋ฐ ๊ด€๋ จ ๊ณ„์ธก ๊ธฐ๊ธฐ๋ฅผ ๊ณต๊ธ‰ํ•œ ๊ฒฝํ—˜ ๋ณด์œ 
  • ์ „๋ ฅ์„ค๋น„ : LS ๊ทธ๋ฃน ๊ณ„์—ด์˜ ์ „๋ ฅ ๊ธฐ๊ธฐ ๋ฐ ์‹œ์Šคํ…œ ์ œ์กฐ, ๊ณต๊ธ‰ ์—…์ฒด๋กœ ์ €์•• ๊ธฐ๊ธฐ, ๊ณ ์•• ๊ธฐ๊ธฐ, ๊ณ„๋Ÿ‰๊ธฐ, ๊ณ„์ „๊ธฐ, ์ดˆ๊ณ ์••, ๋ฐฐ์ „๋ฐ˜, ์ง„๋‹จ ๋“ฑ ์ „๋ ฅ ์‚ฌ์—…์„ ์˜์œ„
  • ํƒœ์–‘๊ด‘ : ํƒœ์–‘๊ด‘ ๋ฐœ์ „ ์‹œ์Šคํ…œ ์‚ฌ์—… ๋ฐ ๋ชจ๋“ˆ/์ธ๋ฒ„ํ„ฐ, ์ œ์–ด ๊ธฐ๊ธฐ ์ œ์กฐ ์‚ฌ์—… ์˜์œ„ํ•˜๊ณ  ์žˆ๋Š” ๊ธฐ์—…์œผ๋กœ ํƒœ์–‘๊ด‘ ๋“ฑ์˜ ๊ทธ๋ฆฐ์—๋„ˆ์ง€ ์‚ฌ์—…์„ ์‹ ์„ฑ์žฅ ๋™๋ ฅ์œผ๋กœ ์ง‘์ค‘ ์œก์„ฑ ์ค‘
  • ๊ตฌ๋ฆฌ : ์ „๋ ฅ๊ธฐ๊ธฐ์™€ ์‹œ์Šคํ…œ์˜ ์ œ์กฐ ๋ฐ ๊ณต๊ธ‰ ๋“ฑ์„ ์˜์œ„ํ•˜๊ณ  ์žˆ๋Š” ๊ธฐ์—…์œผ๋กœ ์žํšŒ์‚ฌ์ธ LS๋ฉ”ํƒˆ์ด ๋™๊ด€์„ ์ƒ์‚ฐํ•˜๊ณ  ์žˆ์Œ
  • ์ˆ˜์†Œ์ฐจ : 20๋…„12์›” ํ˜„๋Œ€์ฐจ์™€ "์ˆ˜์†Œ์—ฐ๋ฃŒ์ „์ง€ ๋ฐœ์ „์‹œ์Šคํ…œ ๊ฐœ๋ฐœ ๋ฐ ๊ณต๊ธ‰ ๊ด€๋ จ ์ƒํ˜ธํ˜‘๋ ฅ" ์–‘ํ•ด๊ฐ์„œ(MOU) ์ฒด๊ฒฐํ•˜๊ณ  ๋ฐœ์ „์‹œ์Šคํ…œ ์ œ์ž‘ ๋ฐ ํ†ตํ•ฉ์†”๋ฃจ์…˜ ๊ตฌ์ถ•์„ ๋‹ด๋‹นํ•  ์˜ˆ์ •
  • ์ „๊ธฐ์ฐจ : ์ „๊ธฐ์ฐจ ์ „์žฅ๋ถ€ํ’ˆ ๋“ฑ์˜ ๊ทธ๋ฆฐ์—๋„ˆ์ง€ ์‚ฌ์—…์„ ์‹ ์„ฑ์žฅ๋™๋ ฅ์œผ๋กœ ์œก์„ฑ ์ค‘์ธ ๊ธฐ์—…์œผ๋กœ ์ „๊ธฐ์ฐจ์šฉ ํ•„์ˆ˜ ์ œ์–ด์žฅ์น˜์ธ ์ธ๋ฒ„ํ„ฐ ์ œ์กฐ๋Šฅ๋ ฅ ๋ณด์œ ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ํ˜„๋Œ€ "BlueOn" ๊ณ ์†์ „๊ธฐ์ฐจ ๊ฐœ๋ฐœ์— ์ฐธ์—ฌํ•˜์—ฌ ์ธ๋ฒ„ํ„ฐ ์™„์ œํ’ˆ์„ ๊ณต๊ธ‰ํ•˜๊ณ  ์žˆ์Œ
  • ์Šค๋งˆํŠธํŒฉํ† ๋ฆฌ : ์Šค๋งˆํŠธํŒฉํ† ๋ฆฌ ๊ตฌ์ถ•์— ํ•„์š”(์™„๋ฃŒ)ํ•œ ์ธ๋ฒ„ํ„ฐ, ์ „๋ ฅ์„  ํ†ต์‹ , ๊ณต์žฅ ์ œ์–ด ์‹œ์Šคํ…œ ๋“ฑ์„ ๋ณด์œ ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์Šค๋งˆํŠธํŒฉํ† ๋ฆฌ ์ƒ์‚ฐ ๋ผ์ธ์„ ์ ์šฉ
  • ์ดˆ์ „๋„์ฒด : ํ•œ์ „๊ณผ ์ดˆ์ „๋„ ์ „๋ฅ˜์ œํ•œ๊ธฐ ์‹ค์ฆ, ๊ณ„์—ด์‚ฌ์˜ ์ดˆ์ „๋„ ์ผ€์ด๋ธ” ๊ตญ์ œ๊ทœ๊ฒฉ ํš๋“

AI์˜ˆ์ธก

AI์˜ˆ์ธก๊ธฐ๋Š” ์ด ์ข…๋ชฉ์„ ๊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.

์ง€ํ‘œ๋ถ„์„

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

์ง€๋‚œ๋‹ฌ ๊ตญ๋‚ด ์ฆ์‹œ์—์„œ ์™ธ๊ตญ์ธ ํˆฌ์ž์ž๋“ค์ด 20์กฐ์›์ด ๋„˜๋Š” ์ฃผ์‹์„ ํŒ”์•„์น˜์šด ๊ฒƒ์œผ๋กœ ๋‚˜ํƒ€๋‚ฌ๋‹ค. 10์›”์—๋Š” ๊ธฐ์—…๋“ค์˜ 3๋ถ„๊ธฐ ์‹ค์  ๋ฐœํ‘œ๊ฐ€ ๋ณธ๊ฒฉํ™”ํ•˜๋Š” ๊ฐ€์šด๋ฐ ๋ฏธ๊ตญ ์žฅ๊ธฐ๊ธˆ๋ฆฌ์™€ ์›ยท๋‹ฌ๋Ÿฌ ํ™˜์œจ, ..

[์ธํฌ์Šคํƒ๋ฐ์ผ๋ฆฌ=์œค์„œ์—ฐ ๊ธฐ์ž]โ–ถ๋งˆ๊ฐ์ฒดํฌโ–  ์ฝ”์Šคํ”ผ์ง€์ˆ˜์ฝ”์Šคํ”ผ์ง€์ˆ˜๋Š” 1.95% ์ƒ์Šนํ•œ 6971.35์— ๋งˆ๊ฐํ–ˆ๋‹ค.๋ฐค์‚ฌ์ด ๋‰ด์š•์ฆ์‹œ๊ฐ€ ๋ฏธ๊ตญ ๋ฌผ๊ฐ€์ง€ํ‘œ ์˜ˆ์ƒ์น˜ ํ•˜ํšŒ์—๋„ ๊ตญ์ฑ„๊ธˆ๋ฆฌ ์ƒ์Šน ๋ถ€๋‹ด ์ง€์† ๋“ฑ์— ํ˜ผ์กฐ์„ธ๋ฅผ ๋‚˜ํƒ€๋ƒˆ๊ณ , ์œ ๋Ÿฝ ์ฃผ์š”๊ตญ ์ฆ์‹œ๋Š” ์ผ์ œํžˆ ํ•˜๋ฝํ–ˆ๋‹ค.์ด๋‚  ์ฝ”์Šคํ”ผ์ง€์ˆ˜๋Š” 6814.49๋กœ ํ•˜๋ฝ ์ถœ๋ฐœํ–ˆ๋‹ค. ์žฅ์ดˆ๋ฐ˜ 6800์„  ๋ถ€๊ทผ์—์„œ ๋“ฑ๋ฝ์„ ๋ณด์ด๋˜ ์ง€์ˆ˜๋Š” 6765.06์—์„œ ์žฅ์ค‘ ์ €์ ์„ ํ˜•์„ฑํ–ˆ๊ณ , ์ ์ฐจ ๋‚™ํญ์„ ๋งŒํšŒํ•˜๋Š” ๋ชจ์Šต์„ ๋ณด์˜€๋‹ค. ์˜ค์ „ ์ค‘ ๋ฐ˜๋“ฑ์— ์„ฑ๊ณตํ•œ ์ง€์ˆ˜๋Š” ์‹œ๊ฐ„์ด ์ง€๋‚ ์ˆ˜๋ก ์ƒ์Šนํญ์„ ํ™•๋Œ€ํ–ˆ๊ณ  ์˜คํ›„ ์žฅ์ค‘ 6900์„ ์„ ํšŒ๋ณตํ•˜๋Š” ๋ชจ์Šต์„ ๋ณด์˜€๋‹ค. ์ดํ›„ ์ƒ

LS์ผ๋ ‰ํŠธ๋ฆญ(LS ELECTRIC)์ด ๋ถ๋ฏธ AI(์ธ๊ณต์ง€๋Šฅ) ๋ฐ์ดํ„ฐ์„ผํ„ฐ ํ”„๋กœ์ ํŠธ์—์„œ ์ด 1์–ต3341๋งŒ ๋‹ฌ๋Ÿฌ(ํ•œํ™” ์•ฝ 1812์–ต์›) ๊ทœ๋ชจ์˜ 345kV(ํ‚ฌ๋กœ๋ณผํŠธ) ์ดˆ๊ณ ์•• ๋ณ€์••๊ธฐ ๊ณต๊ธ‰ ๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ–ˆ๋‹ค๊ณ  1์ผ ๋ฐํ˜”๋‹ค. ํ•˜์ดํผ์Šค์ผ€์ผ(๋Œ€๊ทœ๋ชจ ํด๋ผ์šฐ๋“œ์‚ฌ์—…์ž)์ด ์ง„ํ–‰ํ•˜๋Š” ์ด๋ฒˆ ํ”„๋กœ์ ํŠธ๋Š” ๋ถ๋ฏธ ์ „์—ญ์— ๊ฑธ์ณ ๊ตฌ์ถ•๋˜๋Š” ๋Œ€๊ทœ๋ชจ AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ์™€ ์ „๋ ฅ ๊ณต๊ธ‰์— ํ•„์š”ํ•œ ๋ฐœ์ „ยท์†ก๋ณ€์ „ ์ธํ”„๋ผ๋ฅผ ํ•จ๊ป˜ ๊ตฌ์ถ•ํ•˜๋Š” ๋Œ€ํ˜• ์‚ฌ์—…์ด๋‹ค. LS์ผ๋ ‰ํŠธ๋ฆญ์€ 9๊ฐœ ๋ณ€์ „์†Œ์— 2030๋…„๊นŒ์ง€ ์ˆœ์ฐจ์ ์œผ๋กœ 345kV ์ดˆ๊ณ ์•• ๋ณ€์••๊ธฐ๋ฅผ ๋‚ฉํ’ˆํ•œ๋‹ค. ์ตœ๊ทผ ๋ถ๋ฏธ์—์„œ๋Š” ๋Œ€๊ทœ๋ชจ AI ์ปดํ“จํŒ… ์ธํ”„๋ผ ํ™•๋ณด๋ฅผ ์œ„ํ•ด GW(๊ธฐ๊ฐ€์™€ํŠธ) ๊ทœ๋ชจ์˜ ์ดˆ๋Œ€ํ˜• AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ ๊ฑด์„ค์ด ๊ธ‰์ฆํ•˜๊ณ  ์žˆ๋‹ค. ์ด์— ๋”ฐ๋ผ ์ดˆ๊ณ ์•• ๋ณ€์••๊ธฐ, ๋ฐฐ์ „๋ฐ˜, ์ฐจ๋‹จ๊ธฐ ๋“ฑ ์†กยท๋ฐฐ์ „ ์ „ ์˜์—ญ์˜ ์ „๋ ฅ ์ธํ”„๋ผ ๊ตฌ์ถ• ์ˆ˜์š” ์—ญ์‹œ ๋Š˜์–ด๋‚˜๊ณ  ์žˆ๋‹ค....

[์ธํฌ์Šคํƒ๋ฐ์ผ๋ฆฌ=์ด๋™ํฌ ์„ ์ž„๊ธฐ์ž] LS ELECTRIC(010120)์ด ๋ถ๋ฏธ ๋Œ€ํ˜• ํ•˜์ดํผ์Šค์ผ€์ผ AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ ํ”„๋กœ์ ํŠธ์—์„œ ์ดˆ๊ณ ์•• ๋ณ€์••๊ธฐ ์‚ฌ์—…์„ ์ˆ˜์ฃผํ•˜๋ฉฐ ๋ฐฐ์ „์€ ๋ฌผ๋ก  ์ดˆ๊ณ ์•• ์ „๋ ฅ๊ธฐ๊ธฐ ๋ถ„์•ผ์—์„œ๋„ ๊ฒฝ์Ÿ๋ ฅ์„ ์ธ์ •๋ฐ›๊ณ  ์žˆ๋‹ค.LS์ผ๋ ‰ํŠธ๋ฆญ์€ ๋ถ๋ฏธ ํ•˜์ดํผ์Šค์ผ€์ผ AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ ํ”„๋กœ์ ํŠธ์—์„œ ์ด 1์–ต 3341๋งŒ ๋‹ฌ๋Ÿฌ(ํ•œํ™” ์•ฝ 1812์–ต ์›) ๊ทœ๋ชจ์˜ 345kV ์ดˆ๊ณ ์•• ๋ณ€์••๊ธฐ ๊ณต๊ธ‰ ๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ–ˆ๋‹ค๊ณ  1์ผ ๊ณต์‹œํ–ˆ๋‹ค.์ด๋ฒˆ ํ”„๋กœ์ ํŠธ๋Š” ๋ถ๋ฏธ ์ „์—ญ์— ๊ฑธ์ณ ๊ตฌ์ถ•๋˜๋Š” ๋Œ€๊ทœ๋ชจ AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ์™€ ์ „๋ ฅ ๊ณต๊ธ‰์— ํ•„์š”ํ•œ ๋ฐœ์ „ยท์†ก๋ณ€์ „ ์ธํ”„๋ผ๋ฅผ ํ•จ๊ป˜ ๊ตฌ์ถ•ํ•˜๋Š” ๋Œ€ํ˜• ์‚ฌ์—…์ด๋‹ค.

LS๊ฐ€ ๊ทธ๋ฃน ์ „๋ฐ˜์˜ ์œค๋ฆฌยท์ค€๋ฒ•๊ฒฝ์˜ ์ฒด๊ณ„ ํ™•๋ฆฝ์— ๋‚˜์„ฐ๋‹ค. LS๋Š” ์ง€๋‚œ๋‹ฌ 30์ผ ํ•œ๊ตญ์ปดํ”Œ๋ผ์ด์–ธ์Šค๊ธฐ์ค€์›์œผ๋กœ๋ถ€ํ„ฐ ๊ตญ์ œํ‘œ์ค€ํ™”๊ธฐ๊ตฌ(ISO)๊ฐ€ ์ œ์ •ํ•œ '๋ถ€ํŒจ๋ฐฉ์ง€๊ฒฝ์˜์‹œ์Šคํ…œ(ISO 37001)'๊ณผ '๊ทœ๋ฒ”์ค€์ˆ˜๊ฒฝ์˜์‹œ์Šคํ…œ(ISO 37301)' ํ†ตํ•ฉ ์ธ์ฆ์„ ํš๋“ํ–ˆ๋‹ค๊ณ  1์ผ ๋ฐํ˜”๋‹ค. ์ด๋‚  ์„œ์šธ ์šฉ์‚ฐ๊ตฌ LS์šฉ์‚ฐํƒ€์›Œ์—์„œ ์—ด๋ฆฐ ์ธ์ฆ์„œ ์ˆ˜์—ฌ์‹์—๋Š” ๋ช…๋…ธํ˜„ LS ๋ถ€ํšŒ์žฅ์„ ๋น„๋กฏํ•œ ์ฃผ์š” ์ž„์ง์›๊ณผ ๋ฐ•์žฌ๊ทœ ํ•œ๊ตญ์ปดํ”Œ๋ผ์ด์–ธ์Šค๊ธฐ์ค€์› ํšŒ์žฅ ๋“ฑ ๊ด€๊ณ„์ž๋“ค์ด ์ฐธ์„ํ–ˆ๋‹ค. LS๊ฐ€ ์ทจ๋“ํ•œ ISO 37001๊ณผ ISO 37301์€ ๊ตญ์ œํ‘œ์ค€ํ™”๊ธฐ๊ตฌ๊ฐ€ ์ œ์‹œํ•œ ๋ถ€ํŒจ ๋ฐฉ์ง€ ๋ฐ ๊ทœ๋ฒ” ์ค€์ˆ˜ ๊ด€๋ จ ๊ธฐ์ค€์„ ๊ธฐ์—…

์‹ค์ ํ˜„ํ™ฉ

๋งค์ถœ์•ก

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ๋งค์ถœ์•ก ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 4,965,798,552,980 9.09%
2024 ์—ฐ๊ฐ„ (YoY) 4,551,837,252,467 7.60%
2023 ์—ฐ๊ฐ„ (YoY) 4,230,482,628,448 25.27%
2022 ์—ฐ๊ฐ„ (YoY) 3,377,070,300,000 26.56%
2026.2Q ๋ถ„๊ธฐ (QoQ) 1,576,997,715,527 14.56%
2026.1Q ๋ถ„๊ธฐ (QoQ) 1,376,552,257,987 -9.70%
2025.4Q ๋ถ„๊ธฐ (QoQ) 1,524,377,400,892 25.33%
2025.3Q ๋ถ„๊ธฐ (QoQ) 1,216,294,667,137 1.95%

์˜์—…์ด์ต

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ์˜์—…์ด์ต ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 426,407,143,017 9.41%
2024 ์—ฐ๊ฐ„ (YoY) 389,717,122,317 19.96%
2023 ์—ฐ๊ฐ„ (YoY) 324,877,723,039 73.25%
2022 ์—ฐ๊ฐ„ (YoY) 187,524,020,000 20.88%
2026.2Q ๋ถ„๊ธฐ (QoQ) 178,520,071,669 41.05%
2026.1Q ๋ถ„๊ธฐ (QoQ) 126,567,079,934 -2.42%
2025.4Q ๋ถ„๊ธฐ (QoQ) 129,708,390,333 28.69%
2025.3Q ๋ถ„๊ธฐ (QoQ) 100,791,400,061 -7.19%

์ˆœ์ด์ต

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ์ˆœ์ด์ต ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 284,256,733,172 17.35%
2024 ์—ฐ๊ฐ„ (YoY) 242,237,998,768 16.64%
2023 ์—ฐ๊ฐ„ (YoY) 207,672,688,149 127.69%
2022 ์—ฐ๊ฐ„ (YoY) 91,210,000,000 6.92%
2026.2Q ๋ถ„๊ธฐ (QoQ) 115,838,049,789 -2.64%
2026.1Q ๋ถ„๊ธฐ (QoQ) 118,980,033,015 42.06%
2025.4Q ๋ถ„๊ธฐ (QoQ) 83,756,139,747 27.11%
2025.3Q ๋ถ„๊ธฐ (QoQ) 65,892,393,659 -2.03%

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -98,877

๊ธฐ๊ด€: 17,879

์™ธ์ธ: 81,209

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: 35,384

๊ธฐ๊ด€: -928,546

์™ธ์ธ: 953,069

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-10-02 -98,877 17,879 81,209
2026-10-01 62,979 -30,960 -33,049
2026-09-30 -7,802 -29,244 38,024
2026-09-29 -6,827 -2,298 8,609
2026-09-28 -32,338 -11,924 58,986
2026-09-23 102,239 -56,270 -46,664
2026-09-22 -116,469 -3,392 120,309
2026-09-21 -21,365 3,616 20,050
2026-09-18 -244,262 10,900 237,875
2026-09-17 -55,760 22,162 33,335
2026-09-16 -2,210 26,015 -25,678
2026-09-15 144,128 -22,106 -122,911
2026-09-14 10,324 -6,952 -4,234
2026-09-11 -13,110 -26,728 42,215
2026-09-10 73,340 -146,639 73,526
2026-09-09 -272,297 55,532 219,206
2026-09-08 34,225 -74,206 42,111
2026-09-07 -226,785 112,765 113,221
2026-09-04 4,404 1,846 -4,759
2026-09-03 118,642 -40,693 -76,493
2026-09-02 130,072 -88,520 -41,042

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-10-02 -417,749 -289,217 733,846
2026-10-01 -318,872 -307,096 652,637
2026-09-30 -381,851 -276,136 685,686
2026-09-29 -374,049 -246,892 647,662
2026-09-28 -367,222 -244,594 639,053
2026-09-23 -334,884 -232,670 580,067
2026-09-22 -437,123 -176,400 626,731
2026-09-21 -320,654 -173,008 506,422
2026-09-18 -299,289 -176,624 486,372
2026-09-17 -55,027 -187,524 248,497
2026-09-16 733 -209,686 215,162
2026-09-15 2,943 -235,701 240,840
2026-09-14 -141,185 -213,595 363,751
2026-09-11 -151,509 -206,643 367,985
2026-09-10 -138,399 -179,915 325,770
2026-09-09 -211,739 -33,276 252,244
2026-09-08 60,558 -88,808 33,038
2026-09-07 26,333 -14,602 -9,073
2026-09-04 253,118 -127,367 -122,294
2026-09-03 248,714 -129,213 -117,535
2026-09-02 130,072 -88,520 -41,042

์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
5,985,474,694,945 63.25% 36.75%

๋งค์ถœ ๊ตฌ์„ฑ

๊ตฌ์„ฑ ์š”์†Œ ๋น„์œจ
์ €์••,๊ณ ์••, ์‹œ์Šคํ…œ. ์ดˆ๊ณ ์••, INV, PLC, ์ฒ ๋„ ๋“ฑ [LS ELECTRIC] 71%
์ „๋ ฅ์„  ํ†ต์‹ , Servo, ๋นŒ๋”ฉ ์ž๋™ํ™” ,IT ๋“ฑ [๊ธฐํƒ€] 13.4%
๋™๊ด€, STS [๋ฉ”ํƒˆ] 13.3%
์ €์••, ๋ฐฐ์ „๋ฐ˜ [LS ELECTRIC America] 7.6%
์ €์••, ๊ณ ์••, ๋ฐฐ์ „๋ฐ˜, ๋ณ€์••๊ธฐ [๋ฝ์„ฑ์ „๊ธฐํˆฌ์ž (์ค‘๊ตญ)์œ ํ•œ๊ณต์‚ฌ] 4.8%
์ €์••, ๊ณ ์••, ์ž๋™ํ™”๊ธฐ๊ธฐ [LS ELECTRIC Vietnam] 2.9%
๊ธฐํƒ€ -13%

๊ณต๋งค๋„ ํ˜„ํ™ฉ

์ตœ๊ทผ ๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰: 11,232 (2.04%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 840,059 (0.56%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2026-10-02 209,000 11,232 2.04%
2026-10-01 206,000 30,679 5.14%
2026-09-30 205,500 20,469 5.13%
2026-09-29 206,500 12,827 3.44%
2026-09-28 203,000 43,930 9.38%
2026-09-23 207,000 21,809 3.71%
2026-09-22 211,000 26,648 3.07%
2026-09-21 211,000 24,058 4.74%
2026-09-18 208,500 73,149 6.20%
2026-09-17 203,000 29,242 5.83%
2026-09-16 199,000 50,124 8.56%
2026-09-15 196,700 159,481 25.38%
2026-09-14 197,500 48,166 11.86%
2026-09-11 204,500 42,026 10.44%
2026-09-10 206,000 56,764 8.15%
2026-09-09 211,500 32,696 3.33%
2026-09-08 200,500 52,000 7.65%
2026-09-07 207,000 18,435 2.53%
2026-09-04 195,300 57,377 9.12%
2026-09-03 192,100 90,718 11.06%
2026-09-02 195,700 77,548 13.54%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2026-09-30 205,500 840,059 0.56%
2026-09-29 206,500 863,434 0.58%
2026-09-28 203,000 877,445 0.58%
2026-09-23 207,000 885,235 0.59%
2026-09-22 211,000 860,343 0.57%
2026-09-21 211,000 880,899 0.59%
2026-09-18 208,500 882,773 0.59%
2026-09-17 203,000 930,515 0.62%
2026-09-16 199,000 959,764 0.64%
2026-09-15 196,700 973,244 0.65%
2026-09-14 197,500 920,008 0.61%
2026-09-11 204,500 919,840 0.61%
2026-09-10 206,000 940,029 0.63%
2026-09-09 211,500 930,226 0.62%
2026-09-08 200,500 1,009,231 0.67%
2026-09-07 207,000 1,013,414 0.68%
2026-09-04 195,300 1,066,492 0.71%
2026-09-03 192,100 1,099,171 0.73%
2026-09-02 195,700 1,061,148 0.71%
2026-09-01 204,500 1,010,610 0.67%
2026-08-31 207,500 960,296 0.64%

์—…์ข… ๋‚ด ๋น„๊ต

์ „๊ธฐ์žฅ๋น„ ์—…์ข…(80๊ฐœ) ์—ฐ๊ฐ„ ๊ธฐ์ค€

ํ•ญ๋ชฉ ํ˜„์žฌ ์ข…๋ชฉ ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 309,000 34,870.49 3์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) 79.483 16.71 7์œ„
PBR 14.811 2.76 2์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) 14.667 -7.88 16์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) - - -์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 8.587 -4.74 18์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 5.724 -8.12 28์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 131.48 117.96 22์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 49,657.986 9,700.47 4์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) 4,264.071 298.96 4์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) 2,842.567 122.14 3์œ„