SK ๋กœ๊ณ 

SK (034730) ์ฃผ๊ฐ€ ๋ฐ ์ข…๋ชฉ ์ •๋ณด

SK ์‹ค์‹œ๊ฐ„ ์ฃผ๊ฐ€

SK ํ˜„์žฌ๊ฐ€ ์ƒ์„ธ ์ •๋ณด
ํ•ญ๋ชฉ ๊ฐ’
ํ˜„์žฌ๊ฐ€ 222,000 ์›
๋ณ€๋™๋Ÿ‰ โ–ฒ 13000.00 ์›
๋ณ€๋™๋ฅ  6.22%
๊ฑฐ๋ž˜๋Ÿ‰ 490,829
๊ฑฐ๋ž˜๋Œ€๊ธˆ 109,586,429,250 ์›

SK ์ผ๋ณ„ ์ฃผ๊ฐ€

SK์˜ ๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
9/18/2025 231,500 232,000 224,000 227,000 680,127 154,275,902,500
9/21/2025 228,000 231,000 225,000 228,500 89,102 20,306,976,750
9/22/2025 226,500 229,000 218,500 222,500 197,213 43,813,732,500
9/23/2025 221,500 222,000 207,500 210,500 317,021 67,150,484,500
9/24/2025 210,000 213,000 206,000 209,500 182,566 38,017,470,000
9/25/2025 213,000 214,000 203,500 206,500 171,476 35,475,265,500
9/28/2025 210,000 213,000 208,000 208,500 99,062 20,767,477,000
9/29/2025 207,000 213,000 205,500 210,000 133,239 27,883,296,500
9/30/2025 211,000 211,000 206,000 209,000 92,265 19,225,100,250
10/1/2025 213,000 229,500 212,000 222,000 490,829 109,586,429,250

๊ด€๋ จ ํ…Œ๋งˆ

  • ์กฐ๋ฆผ์‚ฌ์—… : ์กฐ๋ฆผ ๋ฐ ๋…น์ง€์‚ฌ์—…์„ ์˜์œ„ํ•˜๊ณ  ์žˆ๋Š” SK์ž„์—…์„ 100% ์žํšŒ์‚ฌ๋กœ ๋ณด์œ 
  • ์Šค๋งˆํŠธํŒฉํ† ๋ฆฌ : ์žํšŒ์‚ฌ SKC&C๊ฐ€ ์Šค๋งˆํŠธํŒฉํ† ๋ฆฌ ์ข…ํ•ฉ ์†”๋ฃจ์…˜ ๋ธŒ๋žœ๋“œ "์Šค์นผ๋ผ"๋ฅผ ์ถœ์‹œ
  • ์ˆ˜์†Œ์ฐจ : ์ˆ˜์†Œ์‚ฌ์—…์„ ์˜์œ„ํ•˜๋Š” ๋ฏธ๊ตญ Plug Power Inc. ์ง€๋ถ„ ํˆฌ์ž๋ฅผ ๋ชฉ์ ์œผ๋กœ 21๋…„ 1์›” ๋‹น์‚ฌ์˜ ํ•ด์™ธ 100% ์žํšŒ์‚ฌ์ธ Plutus Capital NY, Inc.์— ์ถœ์ž
  • LNG : SK๊ทธ๋ฃน์˜ ์‚ฌ์—…์ง€์ฃผํšŒ์‚ฌ๋กœ ์žํšŒ์‚ฌ SK E&S๊ฐ€ LNG๋ณตํ•ฉํ™”๋ ฅ๋ฐœ์ „์†Œ์ธ ๊ด‘์–‘์ฒœ์—ฐ๊ฐ€์Šค๋ฐœ์ „์†Œ๋ฅผ ์šด์˜ํ•˜๊ณ  ์žˆ์Œ
  • RFID/NFC : NFC USIM ์ƒ์šฉํ™” ๋ฒ„์ „ ๊ฐœ๋ฐœ ๋ฐ ํ•˜๋“œ์›จ์–ดํ˜• RFID ๋ฏธ๋“ค์›จ์–ด ์žฅ๋น„ ์ถœ์‹œ
  • ์‹œ์Šคํ…œํ†ตํ•ฉ : ์‹œ์Šคํ…œ ํ†ตํ•ฉ ๋ฐ IT ์•„์›ƒ์†Œ์‹ฑ ์„œ๋น„์Šค ๋“ฑ ์ข…ํ•ฉ IT ์„œ๋น„์Šค ์‚ฌ์—…์„ ์˜์œ„ํ•˜๋Š” SK ๊ทธ๋ฃน์˜ ์‚ฌ์—… ์ง€์ฃผ ํšŒ์‚ฌ
  • ๋ธ”๋ก์ฒด์ธ : ๊ธฐ์—…์šฉ ๋ธ”๋ก์ฒด์ธ ํ”Œ๋žซํผ์ธ "์ฒด์ธ์ œํŠธ ํฌ์ด๋”๋ฆฌ์›€"์„ ์ œ๊ณตํ•˜๊ณ  ์žˆ์Œ
  • ํด๋ผ์šฐ๋“œ์ปดํ“จํŒ… : SI ๋ฐ IT ์•„์›ƒ์†Œ์‹ฑ ๋“ฑ ํ†ตํ•ฉIT ์„œ๋น„์Šค ์ œ๊ณต ๊ธฐ์—…
  • ์˜์นด : ์ฐจ๋Ÿ‰๊ณต์œ  ์„œ๋น„์Šค ๊ธฐ์—… ์˜์นด์— ํˆฌ์žํ•˜์˜€์œผ๋ฉฐ ์ง€๋ถ„ 22.21%๋ฅผ ๋ณด์œ ํ•˜์—ฌ 2๋Œ€ ์ฃผ์ฃผ๋กœ ๊ด€๋ จ์ฃผ์— ํŽธ์ž…๋˜์—ˆ์Œ

SK ํ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 160,956์–ต 36์œ„ 72,502,703 25.99% ๊ธฐํƒ€ ์ง€์ฃผํšŒ์‚ฌ/๋ณตํ•ฉ๊ธฐ์—… 241,500 114,800

SK ๊ธฐ์—… ๊ฐœ์š”

SK๋Š” 1991๋…„ ์„ค๋ฆฝ๋œ SK๊ทธ๋ฃน์˜ ์ง€์ฃผ์‚ฌ๋กœ 2015๋…„ 8์›” (๊ตฌ)SK์ฃผ์‹ํšŒ์‚ฌ๋ฅผ ํก์ˆ˜ํ•ฉ๋ณ‘ํ•˜๊ณ  ์‚ฌ๋ช…์„ ๋ณ€๊ฒฝํ•˜์˜€์œผ๋ฉฐ ์ง€์ฃผ ์‚ฌ์—… ๋ฐ IT์„œ๋น„์Šค ๋“ฑ์„ ์˜์œ„ํ•˜๊ณ  ์žˆ๋‹ค. ์ฃผ์š” ์ข…์†๊ธฐ์—…์€ SK์ด๋…ธ๋ฒ ์ด์…˜, SKํ…”๋ ˆ์ฝค, SK๋„คํŠธ์›์Šค, SKC, SK๋จธํ‹ฐ๋ฆฌ์–ผ์ฆˆ, SK๋ฐ”์ด์˜คํŒœ, SK E&S ๋“ฑ ์ด 454๊ฐœ์‚ฌ๋ฅผ ๋ณด์œ ํ•˜๊ณ  ์žˆ๋‹ค. ์ฃผ์š” ๋งค์ถœ์€ ์ข…์†ํšŒ์‚ฌ ๋ฐ ๊ธฐํƒ€ ํˆฌ์žํšŒ์‚ฌ๋กœ๋ถ€ํ„ฐ ์ˆ˜์ทจํ•˜๋Š” ํˆฌ์ž ๋ถ€๋ฌธ๊ณผ ์‚ฌ์—… ๋ถ€๋ฌธ์—์„œ ๋ฐœ์ƒํ•˜๊ณ  ์žˆ๋‹ค. ์ง€์ฃผํšŒ์‚ฌ๋กœ์„œ SK ๋ธŒ๋žœ๋“œ์˜ ๊ฐ€์น˜ ์ œ๊ณ  ๋ฐ ์œก์„ฑ, ๋ณดํ˜ธ ํ™œ๋™์„ ์ข…ํ•ฉ์ ์œผ๋กœ ์ˆ˜ํ–‰ํ•˜๊ณ  ํ˜‘์˜/์‹ฌ์˜/์กฐ์ •์„ ์ƒ์‹œ ์ถ”์ง„ํ•˜๋Š” ๋“ฑ ์ฒด๊ณ„์ ์ธ ๋ธŒ๋žœ๋“œ ๊ด€๋ฆฌ๋ฅผ ์ˆ˜ํ–‰ํ•˜๊ณ  ์žˆ๋‹ค.

์ตœ์‹  SK ๊ด€๋ จ ๋‰ด์Šค

โ€˜์ŠˆํผํŒ€โ€™ ๋ถ€์‚ฐ KCC๊ฐ€ ๊ฐœ๋ง‰์ „๋ถ€ํ„ฐ ์Šน์ „๊ณ ๋ฅผ ์šธ๋ ธ๋‹ค. ์„œ์šธ SK์™€ ์›์ฃผ DB๋„ ๋‚˜๋ž€ํžˆ ์ฒซ ์Šน์„ ์‹ ๊ณ ํ–ˆ๋‹ค.KCC๋Š” 3์ผ ์„œ์šธ ์ž ์‹ค์‹ค๋‚ด์ฒด์œก๊ด€์—์„œ ์—ด๋ฆฐ ์„œ์šธ ์‚ผ์„ฑ๊ณผ์˜ ์˜ฌ ์‹œ์ฆŒ ์ฒซ ๋ฒˆ์งธ ๊ฒฝ๊ธฐ์—์„œ 89๋Œ€ 82๋กœ ์Šน๋ฆฌํ–ˆ๋‹ค.๊ฒฝ๊ธฐ ์ดˆ๋ฐ˜ ํ๋ฆ„์€ KCC๊ฐ€ ์ฃผ๋„ํ–ˆ๋‹ค. KCC๋Š” 1์ฟผํ„ฐ ์ข…๋ฃŒ 3๋ถ„์—ฌ๋ฅผ ์•ž๋‘” ์ƒํ™ฉ์—์„œ ์†ก๊ต์ฐฝ๊ณผ ๋“œ์™„ ์—๋ฅด๋‚œ๋ฐ์Šค, ํ—ˆ์›…์ด ๋“์ ํฌ๋ฅผ ๊ฐ€๋™ํ•˜๋ฉฐ 6์  ์ฐจ๋กœ ์•ž์„  ์ฑ„ ์ฟผํ„ฐ๋ฅผ ๋งˆ๋ฌด๋ฆฌํ–ˆ๋‹ค. 2์ฟผํ„ฐ ์‹œ์ž‘๊ณผ ํ•จ๊ป˜ ์‚ผ์„ฑ์ด ์ถ”๊ฒฉ์— ๋‚˜์„ฐ์œผ๋‚˜ ์ ์ˆ˜ ์ฐจ๋ฅผ ์ขํžˆ์ง€ ๋ชปํ•œ ์ฑ„ KCC๊ฐ€ 44-37๋กœ ์•ž์„œ๋ฉฐ ์ „๋ฐ˜์ „์„ ๋งˆ๋ฌด๋ฆฌํ–ˆ๋‹ค.3์ฟผํ„ฐ ๋“ค์–ด ์‚ผ์„ฑ์ด ๋ฐ˜๊ฒฉ์— ์„ฑ๊ณตํ–ˆ๋‹ค. ํ•œ๋•Œ ๋‘ ํŒ€ ๊ฐ„์— ๊ฒฉ์ฐจ๊ฐ€ 15์ ๊นŒ์ง€ ๋ฒŒ์–ด์กŒ์œผ๋‚˜ ์ด๊ทผํœ˜์˜ 3์ ์Š›์„ ์‹œ์ž‘์œผ๋กœ ์•ค๋“œ๋ฅ˜ ๋‹ˆ์ฝœ์Šจ๊ณผ ํ•œํ˜ธ๋นˆ, ์ตœํ˜„๋ฏผ์ด ์—ฐ์†์œผ๋กœ ๋“์ ํ•˜๋ฉฐ 63-63 ๋™์ ์„ ๋งŒ๋“ค์—ˆ๋‹ค. 3์ฟผํ„ฐ ์ข…๋ฃŒ 11์ดˆ ์ „์—” ํ•œํ˜ธ๋นˆ์ด 3์ ์Š›์„ ์„ฑ๊ณต์‹œํ‚ค๋ฉฐ ์—ญ์ „์—๋„ ์„ฑ๊ณตํ–ˆ๋‹ค. ์ดํ›„ ํ—ˆ์›…์˜ ๋™์  3์ ์Š›์ด ํ„ฐ์ง€๋ฉฐ 66-66 ๋™์ ์œผ๋กœ 4์ฟผํ„ฐ๋ฅผ ๋งž์ดํ–ˆ๋‹ค. ์ตœ์ค€์šฉ์ด ์ฃผ์ธ๊ณต์œผ๋กœ ๋“ฑ์žฅํ–ˆ๋‹ค. 4์ฟผํ„ฐ์—๋งŒ 9๋“์ ์„ ์˜ฌ๋ฆฌ๋ฉฐ ํŒ€์— ์Šน๋ฆฌ๋ฅผ ์•ˆ๊ฒผ๋‹ค.์ด๋ฒˆ ์‹œ์ฆŒ์„ ์•ž๋‘๊ณ  ํ•ฉ๋ฅ˜ํ•œ ํ—ˆํ›ˆ์ด ๋ถ€์ƒ ํšŒ๋ณต์ด ๋Šฆ์–ด์ง€๋ฉฐ ๊ฐœ๋ง‰ ์—”ํŠธ๋ฆฌ์— ๋“ฑ๋ก๋˜์ง€ ๋ชปํ–ˆ์ง€๋งŒ, KCC๋Š” ์—ฌ์ „ํžˆ ํ˜ธํ™” ๋ผ์ธ์—…์„ ์ž๋ž‘ํ–ˆ๋‹ค. ๊ฐ„ํŒ์Šคํƒ€ ํ—ˆ์›…์ด 3์  ์Š› 3๊ฐœ๋ฅผ ํฌํ•จํ•ด 29์  5๋ฆฌ๋ฐ”์šด๋“œ 5์–ด์‹œ์ŠคํŠธ๋กœ ๋งนํ™œ์•ฝํ–ˆ๋‹ค. ์ตœ์ค€์šฉ๊ณผ ์†ก๊ต์ฐฝ์€ ๋‚˜๋ž€ํžˆ 15์ ์„ ์˜ฌ๋ฆฌ๋ฉฐ ํž˜์„ ๋ณดํƒฐ๋‹ค. ์™ธ๊ตญ์ธ ์„ ์ˆ˜ ์ˆ€ ๋กฑ์€ 23์  10๋ฆฌ๋ฐ”์šด๋“œ๋กœ ๋”๋ธ”๋”๋ธ”์„ ๋‹ฌ์„ฑํ–ˆ๋‹ค.์ด๋ฒˆ ์‹œ์ฆŒ KCC ์‚ฌ๋ นํƒ‘์œผ๋กœ ๋ถ€์ž„ํ•œ ์ด์ƒ๋ฏผ ๊ฐ๋…์€ ์ฒซ ๊ณต์‹์ „์—์„œ ์Šน๋ฆฌ๋ฅผ ์ฑ™๊ฒผ๋‹ค.์ง€๋‚œ ์‹œ์ฆŒ๊นŒ์ง€ 4๋…„ ์—ฐ์† ๊ผด์ฐŒ์— ๋จธ๋ฌผ๋ €๋˜ ์‚ผ์„ฑ์€ ์ด๋Œ€์„ฑ๊ณผ ์ด๊ด€ํฌ๋ฅผ ๋‚ด์„ธ์› ์œผ๋‚˜ ํŒจ๋ฐฐ๋ฅผ ๋ง‰์ง€ ๋ชปํ–ˆ๋‹ค. ๋‹ˆ์ฝœ์Šจ๊ณผ ์ผ€๋ ˜ ์นธํ„ฐ๊ฐ€ ๊ฐ๊ฐ 23์ ๊ณผ 17์ ์„ ์˜ฌ๋ฆฌ๋ฉฐ ๋ถ„์ „ํ–ˆ๋‹ค. ์˜ฌ ์‹œ์ฆŒ์„ ์•ž๋‘๊ณ  KCC์—์„œ ์‚ผ์„ฑ์œผ๋กœ ์œ ๋‹ˆํผ์„ ๋ฐ”๊ฟ”์ž…์€ ์ด๊ทผํœ˜๋Š” 12์ ์œผ๋กœ ํŒ€ ๋‚ด ๊ตญ๋‚ด ์„ ์ˆ˜ ๊ฐ€์šด๋ฐ ๊ฐ€์žฅ ๋งŽ์€ ๋“์ ์„ ๊ธฐ๋กํ–ˆ๋‹ค.์ฐฝ์›์‹ค๋‚ด์ฒด์œก๊ด€์—์„  ์ง€๋‚œ ์‹œ์ฆŒ ์ค€์šฐ์ŠนํŒ€ ์„œ์šธ SK๊ฐ€ โ€˜๋””ํŽœ๋”ฉ ์ฑ”ํ”ผ์–ธโ€™ ์ฐฝ์› LG์— ์„ค์š•ํ–ˆ๋‹ค.SK๋Š” LG๋ฅผ ์—ฐ์žฅ์ „ ์ ‘์ „ ๋์— 89๋Œ€ 81๋กœ ์ œ์••ํ•˜๋ฉฐ ๊ธฐ๋ถ„ ์ข‹์€ ์‹œ์ž‘์„ ์•Œ๋ ธ๋‹ค. ์ž๋ฐ€ ์›Œ๋‹ˆ๊ฐ€ 27์  13๋ฆฌ๋ฐ”์šด๋“œ 5์–ด์‹œ์ŠคํŠธ๋กœ ํŽ„ํŽ„ ๋‚ ์•˜๊ณ , ํŒ€์— ์ƒˆ๋กœ ํ•ฉ๋ฅ˜ํ•œ ๊น€๋‚™ํ˜„์ด 20์ (7์–ด์‹œ์ŠคํŠธ 6๋ฆฌ๋ฐ”์šด๋“œ)์œผ๋กœ ๋งŒ์  ํ™œ์•ฝ์„ ํŽผ์ณค๋‹ค.LG๋Š” 4์ฟผํ„ฐ 3๋ถ„์—ฌ๋ฅผ ๋‚จ๊ธฐ๊ณ  75-67๋กœ ๋ฆฌ๋“œํ•˜๊ณ  ์žˆ์—ˆ์œผ๋‚˜ ๋ผˆ์•„ํ”ˆ ์—ญ์ „ํŒจ๋ฅผ ๋‹นํ–ˆ๋‹ค. ์•„์…ˆ ๋งˆ๋ ˆ์ด์™€ ์–‘์ค€์„์ด ๊ฐ๊ฐ 19์ ๊ณผ 13์ ์„ ์˜ฌ๋ ธ์ง€๋งŒ ๋น›์ด ๋ฐ”๋žฌ๋‹ค.์›์ฃผ DB๋Š” ์šธ์‚ฐ ๋™์ฒœ์ฒด์œก๊ด€์—์„œ ์šธ์‚ฐ ํ˜„๋Œ€๋ชจ๋น„์Šค์—๊ฒŒ 71๋Œ€ 68 ์‹ ์Šน์„ ๊ฑฐ๋’€๋‹ค. ํ˜„๋Œ€๋ชจ๋น„์Šค์—์„œ ์„ ์ˆ˜ ์‹œ์ ˆ ์šฐ์Šน ๋ฐ˜์ง€ 6๊ฐœ๋ฅผ ๋ผ๊ณ  ์ •๊ทœ๋ฆฌ๊ทธ ์ตœ์šฐ์ˆ˜์„ ์ˆ˜(MVP)๋ฅผ 4๋ฒˆ ์ฐจ์ง€ํ–ˆ๋˜ โ€˜๋ ˆ์ „๋“œโ€™ ์–‘๋™๊ทผ ๊ฐ๋…์€ ์‚ฌ๋ นํƒ‘ ๋ฐ๋ท”์ „์—์„œ ํŒจ๋ฐฐ๋ฅผ ๋ง›๋ดค๋‹ค.์ตœ์›์ค€ ๊ธฐ์ž 1jun@kmib.co.kr

<์•ต์ปค> ๊ทธ๋Ÿผ ์Šคํƒ€๊ฒŒ์ดํŠธ ํ”„๋กœ์ ํŠธ์— ์‚ผ์„ฑ๊ณผ SK๊ทธ๋ฃน์ด ์–ด๋–ค ํ˜•ํƒœ๋กœ, ์–ด๋А ์ •๋„๋กœ ์ฐธ์—ฌํ•˜๋Š” ๊ฑด์ง€๋„ ๊ด€์‹ฌ์ž…๋‹ˆ๋‹ค. ๋‘ ๊ธฐ์—…์€ ๋ฐ˜๋„์ฒด ๊ณต์žฅ์„ ์ถ”๊ฐ€๋กœ ์ง“๋Š” ๋“ฑ ๋Œ€๊ทœ๋ชจ ํˆฌ์ž ํ•„์š”์„ฑ์ด ๋‚˜์˜ค๊ณ  ์žˆ๋Š”๋ฐ์š”. ์ •๋ถ€๋Š” AI ํˆฌ์ž๋ฅผ ์œ„ํ•ด '๊ธˆ์‚ฐ ๋ถ„๋ฆฌ' ๊ทœ์ œ๋ฅผ ์ผ๋ถ€ ์™„ํ™”ํ•˜๋Š” ๋ฐฉ์•ˆ์„ ๊ฒ€ํ† ํ•˜

๊น€์˜๋ก ์ „๋‚จ๋„์ง€์‚ฌ๋Š” 2์ผ ๊ธ€๋กœ๋ฒŒ ์ธ๊ณต์ง€๋Šฅ(AI) ์„ ๋„๊ธฐ์—… ์˜คํ”ˆAI์™€ SK๊ฐ€ ์ „๋‚จ์— ์˜คํ”ˆAI ์ „์šฉ ๋ฐ์ดํ„ฐ์„ผํ„ฐ๋ฅผ ๊ณต๋™ ๊ตฌ์ถ•ํ•˜๊ธฐ๋กœ ํ•œ ๋ฐ ๋Œ€ํ•ด โ€œ์—ญ๋Œ€๊ธ‰ ์พŒ๊ฑฐโ€๋ผ๊ณ  ๋ฐํ˜”๋‹ค.๊น€ ์ง€์‚ฌ๋Š” ์ด๋‚  ์ „๋‚จ๋„์ฒญ ๋ธŒ๋ฆฌํ•‘๋ฃธ์—์„œ โ€˜๊ธ€๋กœ๋ฒŒ AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ ํˆฌ์ž ํ™˜์˜๋ฌธโ€™์„ ๋ฐœํ‘œํ•˜๋ฉด์„œ โ€œ์ด๋ฒˆ ๊ธฐ๋…๋น„์  ๋ฐœํ‘œ๋Š” ์ง€๋‚œ 1์ผ ๊ธ€๋กœ๋ฒŒ AI 3๋Œ€ ๊ฐ•๊ตญ ๋„์•ฝ์„ ๋ชฉํ‘œ๋กœ ์ด์žฌ๋ช… ๋Œ€ํ†ต๋ น๊ณผ ์ƒ˜ ์•ŒํŠธ๋งŒ ์˜คํ”ˆAI CEO๊ฐ„ ์—ญ์‚ฌ์  ํšŒ๋™์„ ํ†ตํ•ด ์ด๋ค„์ง„ ์„ฑ๊ณผโ€๋ผ๊ณ  ๋ฐํ˜”๋‹ค.์ด์–ด โ€œ๋˜ํ•œ ์ „๋‚จ๋„๊ฐ€ ๊ทธ๋™์•ˆ ์„ ์ œ์ ์œผ๋กœ ์žฌ์ƒ์—๋„ˆ์ง€ ๊ธฐ๋ฐ˜ ์—๋„ˆ์ง€ ๋Œ€์ „ํ™˜, ๊ธ€๋กœ๋ฒŒ ๋ฐ์ดํ„ฐ์„ผํ„ฐ ํด๋Ÿฌ์Šคํ„ฐ ๊ตฌ์ถ• ๋“ฑ ๋น„์ „์„ ์„ธ์šฐ๊ณ  ๊พธ์ค€ํžˆ ๋…ธ๋ ฅํ•œ ๊ฒฐ๊ณผ๋กœ ํ’€์ด๋œ๋‹คโ€๋ฉด์„œ โ€œ์„ธ๊ณ„์ ์ธ ๊ธฐ์—…์ธ ์˜คํ”ˆAI์˜ ํ˜์‹ ์  ๊ธฐ์ˆ  ์—ญ๋Ÿ‰๊ณผ ๋ฐ˜๋„์ฒด๋ถ€ํ„ฐ ๋ฐ์ดํ„ฐ์„ผํ„ฐ๊นŒ์ง€ ์•„์šฐ๋ฅด๋Š” SK์˜ ์ข…ํ•ฉ ์—ญ๋Ÿ‰์ด ๊ฒฐํ•ฉ๋˜๋ฉด์„œ ์ „๋‚จ์— ๊ตฌ์ถ•๋  ๋ฐ์ดํ„ฐ์„ผํ„ฐ๋Š” ์„ธ๊ณ„ ์ตœ๊ณ  ์ˆ˜์ค€์˜ ์ธ๊ณต์ง€๋Šฅ ์ธํ”„๋ผ ๋ชจ๋ธ๋กœ ์ž๋ฆฌ ์žก์„ ๊ฒƒ์œผ๋กœ ๊ธฐ๋Œ€๋œ๋‹คโ€๊ณ  ๋งํ–ˆ๋‹ค.๊ทธ๋Ÿฌ๋ฉด์„œ ๊น€ ์ง€์‚ฌ๋Š” โ€œํ•˜๋Š˜๋„ ๋†€๋ผ๊ณ  ๋•…๋„ ๋†€๋ผ๋Š”, ํ•œ๋งˆ๋””๋กœ โ€˜๊ฒฝ์ฒœ๋™์ง€(้ฉšๅคฉๅ‹•ๅœฐ)โ€™๋‹คโ€๋ผ๋ฉฐ โ€œ์ „๋ผ๋„ ์ฒœ๋…„ ์—ญ์‚ฌ์ƒ ๊ฐ€์žฅ ๋น›๋‚˜๋Š” ์ด ์—ญ๋Œ€๊ธ‰ ์พŒ๊ฑฐ๋ฅผ ์˜จ ๋„๋ฏผ๊ณผ ํ•จ๊ป˜ ๋œจ๊ฒ๊ฒŒ ์ถ•ํ•˜ํ•˜๊ณ , ๋˜ ํ™˜ํ˜ธํ•œ๋‹คโ€๊ณ  ๊ฐ•์กฐํ–ˆ๋‹ค.ํŠนํžˆ ๊น€ ์ง€์‚ฌ๋Š” โ€œ์ด์žฌ๋ช… ๋Œ€ํ†ต๋ น์€ ๊ทธ๋™์•ˆ ์šฐ๋ฆฌ ํ˜ธ๋‚จ์˜ ํŠน๋ณ„ํ•œ ํฌ์ƒ์— ํŠน๋ณ„ํ•œ ๋ณด๋‹ต์„ ํ•˜์‹œ๊ฒ ๋‹ค๊ณ  ๋ง์”€ํ•˜์…จ๋Š”๋ฐ, ๋†€๋ผ์šธ ์ •๋„๋กœ ๋นจ๋ฆฌ ์•ฝ์†์„ ์ง€์ผœ์ฃผ์‹  ๊ฒƒ์— ๋Œ€ํ•ด ๊ฑฐ๋“ญ ๊ฐ์‚ฌ๋“œ๋ฆฐ๋‹คโ€๋ฉด์„œ โ€œ๋ฌด์—‡๋ณด๋‹ค ํŠธ๋Ÿผํ”„ ๋Œ€ํ†ต๋ น์˜ ๊ด€์„ธ ํ˜‘์ƒ์œผ๋กœ ๋Œ€๋‹จํžˆ ์–ด๋ ค์šด ๊ตญ๋ฉด ์†์—์„œ ์„ธ๊ณ„๊ฐ€ ๋ณด๋ž€ ๋“ฏ์ด ์ดˆ๋Œ€ํ˜• ์Šคํƒ€๊ฒŒ์ดํŠธ ํˆฌ์ž์œ ์น˜๋ฅผ ์„ฑ์‚ฌํ•˜์‹  ๊ฒƒ์— ๋Œ€ํ•ด ๊นŠ์€ ๊ฒฝ์˜๋ฅผ ํ‘œํ•œ๋‹คโ€๊ณ  ๋ฐํ˜”๋‹ค.๊ด‘์ฃผ์‹œ๋„ ๊ฐ™์€๋‚  ํ™˜์˜ ์ž…์žฅ์„ ๋‚ด๊ณ  โ€œ๋Œ€ํ•œ๋ฏผ๊ตญ AI, ๊ด‘์ฃผ์™€ ์ „๋‚จ์ด ํ•จ๊ป˜ ์ด๋Œ์–ด ๊ฐ€์žโ€๊ณ  ๋ฐํ˜”๋‹ค.์ž…์žฅ๋ฌธ์—์„œ ๊ด‘์ฃผ์‹œ๋Š” โ€œ์˜คํ”ˆAI ์ „์šฉ ๋ฏผ๊ฐ„ AI๋ฐ์ดํ„ฐ์„ผํ„ฐ ์ „๋‚จ ๊ตฌ์ถ•์„ ์ง„์‹ฌ์œผ๋กœ ํ™˜์˜ํ•œ๋‹คโ€๋ฉฐ โ€œ์ด๋Š” ๋Œ€ํ•œ๋ฏผ๊ตญ AI์‚ฐ์—…์˜ ์ €๋ณ€์„ ๋„“ํž ๊ธฐํšŒ์ด์ž ๋Œ€ํ•œ๋ฏผ๊ตญ AI ์ƒํƒœ๊ณ„ ๋ฐœ์ „์„ ์œ„ํ•œ ์ค‘์š”ํ•œ ๋ฐœ๊ฑธ์Œ์ด๋‹คโ€๊ณ  ๋งํ–ˆ๋‹ค.๊ทธ๋Ÿฌ๋ฉด์„œ โ€œ๊ด‘์ฃผ์—๋Š” ๊ณง ๊ตญ๊ฐ€์ฃผ๋„์˜ โ€˜๊ตญ๊ฐ€AI์ปดํ“จํŒ…์„ผํ„ฐโ€™๊ฐ€ ๋“ค์–ด์„œ๊ฒŒ ๋  ๊ฒƒโ€์ด๋ผ๋ฉฐ โ€œ๊ด‘์ฃผ๋Š” ๊ตญ๊ฐ€์ฃผ๋„, ์ „๋‚จ์€ ๋ฏผ๊ฐ„์ฃผ๋„ AI์ธํ”„๋ผ๊ฐ€ ์‹œ๋„ˆ์ง€๋ฅผ ์ด๋ค„ ๋Œ€ํ•œ๋ฏผ๊ตญ AI ์ค‘์‹ฌ๋„์‹œ๋กœ ์†๋„๊ฐ ์žˆ๊ฒŒ ๋‚˜์•„๊ฐ„๋‹คโ€๊ณ  ๊ฐ•์กฐํ–ˆ๋‹ค.๋ฌด์•ˆ=์ด์€์ฐฝ ๊ธฐ์ž eun5261@kmib.co.kr

โ— ํ•ต์‹ฌ ํฌ์ธํŠธ [์ด์ƒ๋กœ ์™€์šฐ๋„ท ํŒŒํŠธ๋„ˆ] -์ „๋ฐ˜์  ์‹œ์žฅ ๋ถ„์œ„๊ธฐ ์–‘ํ˜ธ. ์ฃผ๋„์ฃผ ํŒจํ„ด ๋ถˆ๋ณ€์œผ๋กœ ๋ฐ˜๋„์ฒด์ฃผ ๊ฐ•์„ธ. ์‚ผ์„ฑ์ „์ž,SKํ•˜์ด๋‹‰์Šค ์—ญ์‚ฌ์  ์‹ ๊ณ ๊ฐ€ ๊ธฐ๋ก. ์—ฐํœด ์ดํ›„์—๋Š” ์‹ค์ ์ด ์ค‘์‹ฌ์ด ๋˜๋Š” ์žฅ์„ธ๊ฐ€ ํŽผ์ณ์น  ์ „๋ง -์˜คํ”ˆAI ๊ตญ๋‚ด์— ๋ฐ์ดํ„ฐ์„ผํ„ฐ ๊ตฌ์ถ• ๊ณ„ํš. ์ƒ˜ ์˜ฌํŠธ๋จผ๊ณผ ์ด์žฌ๋ช… ๋Œ€ํ†ต๋ น, ์ด์žฌ์šฉ, ์ตœํƒœ์› ํšŒ์žฅ๊ณผ ๋ฉด๋‹ด. ๊ตญ๋‚ด 2์‚ฌ์— ์›จ์ดํผ 90๋งŒ์žฅ ์ฃผ๋ฌธ ํ˜‘์˜. ๋‘ ํšŒ์‚ฌ ๋ชจ๋‘ ์ฆ์„ค ํ•„์š”ํ•จ. ์ „๋ ฅ์„ค๋น„๋„ ๋ณด์ถฉ์ด ๋ถˆ๊ฐ€ํ”ผํ•ด์ง. ๊ณต์šฉ๊ณผ ๊ธฐ์—… ๋ฐ์ดํ„ฐ์„ผํ„ฐ ์ˆ˜์š”๋Š” ์ฆ๊ฐ€์„ธ ์ง€์†. ์„œ๋‚จ๊ถŒ์€ SK, ๋™๋‚จ๊ถŒ์€ ์‚ผ์„ฑ์ด ์˜คํ”ˆAI ๋ฐ์ดํ„ฐ ์„ผํ„ฐ ๊ตฌ์ถ•. ์ „๋ ฅ๋ง ํ™•์ถฉ๋ฒ• ํ†ต๊ณผ. ์—๋„ˆ์ง€ ๊ณ ์†๋„๋กœ ๊ตฌ์ถ• -๊ธ€๋กœ๋ฒŒ ์ „๋ ฅ ์‚ฌ์šฉ๋Ÿ‰ ๊ฐ€์šด๋ฐ ๋ฐ์ดํ„ฐ ์„ผํ„ฐ ๋น„์ค‘์€ 2024๋…„ 2%. ์˜ฌํ•ด๋Š” 10%๋กœ 5๋ฐฐ ์ฆ๊ฐ€. -๊ตญ๋‚ด ๊ด€๋ จ์ฃผ๋กœ๋Š” LS์ผ๋ ‰ํŠธ๋ฆญ, ํšจ์„ฑ์ค‘๊ณต์—…, HDํ˜„๋Œ€์ผ๋ ‰ํŠธ๋ฆญ ๋น… 3์™€ ๋Œ€ํ•œ์ „์„ , ํ•œ๊ตญ์ „๋ ฅ, ์ผ์ง„์ „๊ธฐ ๋“ฑ์œผ๋กœ ์š”์•ฝ๋จ -LS์ผ๋ ‰ํŠธ๋ฆญ : ๋ถ๋ฏธ ์‹œ์žฅ ์ง„์ถœ ๊ฐ•ํ™”. ๊ณ„์—ด์‚ฌ ๋‚™์ˆ˜ ํšจ๊ณผ ๊ธฐ๋Œ€. ํšจ์„ฑ์ค‘๊ณต์—… : ESS ์ƒ์‚ฐ, ๋ถ๋ฏธ ์ „๋ ฅ๋ง ๊ต์ฒด ์ˆ˜ํ˜œ. ๋Œ€ํ•œ์ „์„  : ์ „์„  ์ œ์กฐ, ๊ธ€๋กœ๋ฒŒ ์ง„์ถœ ๋ณธ๊ฒฉํ™”. ํ•œ๊ตญ์ „๋ ฅ : ์ „๋ ฅ๋ง ํ™•์ถฉ ๋”ฐ๋ฅธ ์žฌํ‰๊ฐ€. ์ผ์ง„์ „๊ธฐ : ์ „๋ ฅ๋ง ๊ตฌ์„ฑ ํ† ํ„ธ ์†”๋ฃจ์…˜ ์ œ๊ณต. ์‚ผ์„ฑSDS : ๊ทธ๋ฃน ์ „๋ ฅ,๋ฐ์ดํ„ฐ ์„ผํ„ฐ ์ „๋‹ด +10.3% / ์ด์—”์—ํ”„ํ…Œํฌ๋†€๋Ÿฌ์ง€ ์‹ 

SK ๋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 124,690,439,000,000 -4.99% 2,355,290,000,000 -53.42% 528,810,000,000 230.12%
2023.4Q 131,237,878,000,000 -2.46% 5,056,378,000,000 -36.83% -406,387,000,000 -110.25%
2022.4Q 134,551,645,000,000 36.84% 8,004,710,000,000 62.19% 3,966,176,000,000 -30.64%
2021.4Q 98,325,010,000,000 20.17% 4,935,539,000,000 3100.86% 5,718,424,000,000 5373.74%

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -196,698

๊ธฐ๊ด€: 28,935

์™ธ์ธ: 173,721

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -1,392,936

๊ธฐ๊ด€: -220,434

์™ธ์ธ: 1,700,550

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2025-10-02 -196,698 28,935 173,721
2025-10-01 10,723 -824 -15,516
2025-09-30 326 -8,988 8,244
2025-09-29 -4,727 18,134 -13,304
2025-09-26 22,733 -7,414 2,834
2025-09-25 -5,239 -19,635 25,708
2025-09-24 14,008 -55,979 41,539
2025-09-23 -13,559 -25,441 42,284
2025-09-22 -22,552 -5,715 29,960
2025-09-19 -5,416 -23,186 26,913
2025-09-18 -15,241 2,360 13,499
2025-09-17 -13,574 7,993 5,611
2025-09-16 -2,170 4,313 1,184
2025-09-15 -118,092 49,276 69,672
2025-09-12 -24,858 -12,576 36,409
2025-09-11 -11,943 4,014 7,680
2025-09-10 -46,142 31,331 17,465
2025-09-09 -152,794 14,253 134,139
2025-09-08 -45,979 42,222 4,480
2025-09-05 -11,320 9,605 9,883
2025-09-04 -13,182 9,736 3,454

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2025-10-02 -655,696 62,414 625,859
2025-10-01 -458,998 33,479 452,138
2025-09-30 -469,721 34,303 467,654
2025-09-29 -470,047 43,291 459,410
2025-09-26 -465,320 25,157 472,714
2025-09-25 -488,053 32,571 469,880
2025-09-24 -482,814 52,206 444,172
2025-09-23 -496,822 108,185 402,633
2025-09-22 -483,263 133,626 360,349
2025-09-19 -460,711 139,341 330,389
2025-09-18 -455,295 162,527 303,476
2025-09-17 -440,054 160,167 289,977
2025-09-16 -426,480 152,174 284,366
2025-09-15 -424,310 147,861 283,182
2025-09-12 -306,218 98,585 213,510
2025-09-11 -281,360 111,161 177,101
2025-09-10 -269,417 107,147 169,421
2025-09-09 -223,275 75,816 151,956
2025-09-08 -70,481 61,563 17,817
2025-09-05 -24,502 19,341 13,337
2025-09-04 -13,182 9,736 3,454

SK ์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
206,385,526,000,000 62.22% 37.78%

SK ๋งค์ถœ ๊ตฌ์„ฑ

๊ตฌ์„ฑ ์š”์†Œ ๋น„์œจ
์‚ฌ์—…๋ถ€๋ฌธ 58.3%
ํˆฌ์ž๋ถ€๋ฌธ 41.7%

SK ๊ณต๋งค๋„ ํ˜„ํ™ฉ

์ตœ๊ทผ ๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰: 16,260 (2.54%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 43,461 (0.06%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2025-10-02 222,000 16,260 2.54%
2025-10-01 209,000 3,870 3.31%
2025-09-30 210,000 21,443 12.82%
2025-09-29 208,500 10,723 8.14%
2025-09-26 206,500 14,617 6.38%
2025-09-25 209,500 13,341 5.70%
2025-09-24 210,500 8,564 1.91%
2025-09-23 222,500 22,030 8.03%
2025-09-22 228,500 5,253 4.17%
2025-09-19 227,000 3,609 0.50%
2025-09-18 230,000 31,561 16.29%
2025-09-17 227,000 8,413 4.16%
2025-09-16 233,000 22,266 8.61%
2025-09-15 233,000 18,356 2.50%
2025-09-12 222,500 50,046 19.01%
2025-09-11 220,500 5,775 2.12%
2025-09-10 222,500 7,633 2.61%
2025-09-09 222,000 17,453 3.32%
2025-09-08 212,000 20,173 8.21%
2025-09-05 206,500 9,000 5.98%
2025-09-04 204,500 16,904 12.64%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2025-09-30 210,000 43,461 0.06%
2025-09-29 208,500 67,869 0.09%
2025-09-26 206,500 67,931 0.09%
2025-09-25 209,500 60,570 0.08%
2025-09-24 210,500 63,466 0.09%
2025-09-23 222,500 39,693 0.05%
2025-09-22 228,500 31,437 0.04%
2025-09-19 227,000 29,082 0.04%
2025-09-18 230,000 185,237 0.26%
2025-09-17 227,000 168,221 0.23%
2025-09-16 233,000 147,876 0.20%
2025-09-15 233,000 140,972 0.19%
2025-09-12 222,500 170,225 0.23%
2025-09-11 220,500 147,003 0.20%
2025-09-10 222,500 138,874 0.19%
2025-09-09 222,000 163,449 0.23%
2025-09-08 212,000 184,465 0.25%
2025-09-05 206,500 189,450 0.26%
2025-09-04 204,500 197,554 0.27%
2025-09-03 203,000 199,914 0.28%
2025-09-02 204,000 199,407 0.28%

SK ์—…์ข… ๋‚ด ๋น„๊ต

์ง€์ฃผํšŒ์‚ฌ/๋ณตํ•ฉ๊ธฐ์—… ์—…์ข…(67๊ฐœ) ์—ฐ๊ฐ„ ๊ธฐ์ค€

ํ•ญ๋ชฉ SK ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 160,956.001 25,717.47 3์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) 12.817 23.5 23์œ„
PBR 0.468 1.15 30์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) -5.64 3.73 59์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 2.252 2.69 21์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 1.889 12.52 53์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 0.424 10.59 51์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 167.76 98.62 11์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 1,246,904.39 81,814.46 1์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) 23,552.9 4,291.31 7์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) 5,288.1 2,485.96 9์œ„