๋ฏธ์ฝ” ๋กœ๊ณ 

๋ฏธ์ฝ” (059090) ์ฃผ๊ฐ€ ๋ฐ ์ข…๋ชฉ ์ •๋ณด

๋ฏธ์ฝ” ์ฃผ๊ฐ€ ๋ฐ ํ•ต์‹ฌ ์ •๋ณด

ํ˜„์žฌ๊ฐ€ ๋ฐ ํ•ต์‹ฌ ํˆฌ์ž ์ •๋ณด
ํ•ญ๋ชฉ ๊ฐ’
ํ˜„์žฌ๊ฐ€ 23,950 ์›
๋ณ€๋™๋Ÿ‰ โ–ฒ 300 ์›
๋ณ€๋™๋ฅ  +1.27%
๊ธฐ์ค€ ์‹œ๊ฐ
๊ฑฐ๋ž˜ ๊ตฌ๋ถ„ ์ •๊ทœ์žฅ
์‹œ์žฅ KOSDAQ
๊ฑฐ๋ž˜์†Œ KRX ยท NXT ๊ฑฐ๋ž˜ ๊ฐ€๋Šฅ
์‹œ๊ฐ€ 23,350 ์›
๊ณ ๊ฐ€ 24,700 ์›
์ €๊ฐ€ 23,100 ์›
52์ฃผ ๋ฒ”์œ„ 11,300 ์› ~ 29,250 ์›
๊ฑฐ๋ž˜๋Ÿ‰ 608,743
๊ฑฐ๋ž˜๋Œ€๊ธˆ 14,598,967,225 ์›
์‹œ๊ฐ€์ด์•ก 7,986์–ต์›
PER 5.97๋ฐฐ
PBR 0.61๋ฐฐ
EPS 2,242.8633 ์›
์—…์ข… ๋ฐ˜๋„์ฒด/๋ฐ˜๋„์ฒด์žฅ๋น„

์ผ๋ณ„ ์ฃผ๊ฐ€

๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€ ์ •๋ณด
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
2026.09.17 19,730 20,700 19,650 20,400 269,746 5,477,718,815
2026.09.18 20,450 20,650 19,930 20,000 178,911 3,606,619,850
2026.09.21 19,980 20,250 19,810 20,100 125,020 2,500,712,115
2026.09.22 20,250 22,800 19,900 22,200 1,556,517 34,155,615,840
2026.09.23 22,150 22,800 21,750 22,550 359,915 8,063,434,975
2026.09.28 22,300 22,400 21,550 21,600 171,118 3,774,449,875
2026.09.29 21,500 22,150 20,900 22,100 272,228 5,812,802,275
2026.09.30 22,200 23,250 21,800 23,100 558,426 12,797,676,800
2026.10.01 22,650 23,800 22,500 23,500 429,059 10,025,978,600
2026.10.02 23,350 24,700 23,100 23,950 608,743 14,598,967,225

ํšŒ์‚ฌ ์ •๋ณด

๊ธฐ์—…์ˆœ์œ„ ์ฃผ์‹์ˆ˜ ์™ธ๊ตญ์ธ ๋น„์ค‘ ์‚ฐ์—…๊ตฐ ์„ธ๋ถ€ ์‚ฐ์—…๊ตฐ
KOSDAQ 111์œ„ 33,416,778 23.74% ํ•˜๋“œ์›จ์–ด/IT์žฅ๋น„ ๋ฐ˜๋„์ฒด/๋ฐ˜๋„์ฒด์žฅ๋น„

๊ธฐ์—… ๊ฐœ์š”

๋ฏธ์ฝ”๋Š” ๋ฐ˜๋„์ฒด ๋ถ€ํ’ˆ์‚ฌ์—…๋ถ€๋ฌธ๊ณผ ์„ธ์ •/์ฝ”ํŒ… ์„œ๋น„์Šค ์‚ฌ์—…๋ถ€๋ฌธ, ์‹ ์žฌ์ƒ์—๋„ˆ์ง€ ์‚ฌ์—…๋ถ€๋ฌธ์„ ์˜์œ„ํ•˜๊ณ  ์žˆ๋Š” ๊ธฐ์—…์ด๋‹ค. ์ฃผ์š” ์ข…์†๊ธฐ์—…์€ (์ฃผ)์ฝ”๋ฏธ์ฝ”, (์ฃผ)๋ฏธ์ฝ”์„ธ๋ผ๋ฏน์Šค, (์ฃผ)๋ฏธ์ฝ”ํŒŒ์›Œ ๋“ฑ์ด ์žˆ๋‹ค. ์ฃผ์š” ๋งค์ถœ์€ ๋ฐ˜๋„์ฒด ์„ธ์ •, ๋ฐ˜๋„์ฒด๊ณต์ •์šฉ ๋ถ€ํ’ˆ, ๊ณ ์ฒด์—ฐ๋ฃŒ์ „์ง€์—์„œ ๋ฐœ์ƒํ•˜๊ณ  ์žˆ๋‹ค. ๋‹น์‚ฌ๋Š” SOFC ์‹œ์Šคํ…œ์˜ ์‹œ์ž‘๋ถ€ํ„ฐ ๋๊นŒ์ง€ ์ž์ฒด๊ธฐ์ˆ ์„ ํ™•๋ณดํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์™ธ์ฃผ ์˜์กด๋„๊ฐ€ ๋‚ฎ์•„ ์•ˆ์ •์ ์ธ ๊ณต๊ธ‰ ๋ฐ ์‚ฌํ›„๊ด€๋ฆฌ๊ฐ€ ๊ฐ€๋Šฅํ•œ ์žฅ์ ์ด ์žˆ๋‹ค.

๊ด€๋ จ ํ…Œ๋งˆ

  • ์ˆ˜์†Œ์ฐจ : ์„ธ๊ณ„ ์ตœ์ดˆ๋กœ ์ˆ˜์†Œ ์—ฐ๋ฃŒ ์ „์ง€ ์ด‰๋งค ๊ธฐ์ˆ ์„ ๊ฐœ๋ฐœํ•œ ๊ธฐ์—…
  • 2์ฐจ์ „์ง€ : ์ „๊ณ ์ฒด ์ „์ง€์šฉ ์„ธ๋ผ๋ฏน ๊ณ ์ฒด ์ „ํ•ด์งˆ ๊ฐœ๋ฐœ ์‚ฌ์—… ์˜์œ„
  • ๋ฐ˜๋„์ฒด์žฌ๋ฃŒ/๋ถ€ํ’ˆ : ๋ฐ˜๋„์ฒด/๋””์Šคํ”Œ๋ ˆ์ด์šฉ ์žฅ๋น„๋ฅผ ๊ตฌ์„ฑํ•˜๋Š” ๋ถ€ํ’ˆ ์ œ์ž‘ ์—…์ฒด์ด๋ฉฐ ์ฃผ์š” ์ œํ’ˆ์œผ๋กœ๋Š” Heater, ESC ๋ฐ ์„ธ๋ผ๋ฏน ๋ถ€ํ’ˆ ๋“ฑ์ด ์žˆ์Œ
  • ์ง„๋‹จํ‚คํŠธ : ์ฝ”๋กœ๋‚˜19 ๊ฒ€์‚ฌ ์ง„๋‹จํ‚คํŠธ ๋ฐ ์œ ์ „์ž ์ถ”์ถœํ‚คํŠธ ์ œ์ž‘์—…์ฒด์ธ ๋ฏธ์ฝ”๋ฐ”์ด์˜ค๋ฉ”๋“œ์˜ ์ตœ๋Œ€์ฃผ์ฃผ
  • ํƒ„์†Œํฌ์ง‘ : ๋ฐ˜๋„์ฒด ๋ฐ ๋””์Šคํ”Œ๋ ˆ์ด ์žฅ๋น„ ๋ถ€ํ’ˆ ์ œ์ž‘๊ณผ ๊ณ ์ฒด์‚ฐํ™”๋ฌผ ์—ฐ๋ฃŒ์ „์ง€ ์‚ฌ์—…์„ ์˜์œ„ํ•˜๋ฉฐ, ์ด์‚ฐํ™”ํƒ„์†Œ์™€ ๋ฉ”ํƒ„์„ ์ˆ˜์†Œ๋‚˜ ์ผ์‚ฐํ™”ํƒ„์†Œ ๋“ฑ์˜ ํ•ฉ์„ฑ๊ฐ€์Šค๋กœ ์ „ํ™˜ํ•˜๋Š” ๊ธฐ์ˆ  ๊ฐœ๋ฐœ์— ์„ฑ๊ณตํ•œ ์—ฐ๊ตฌํŒ€๊ณผ ์‚ฐํ•™ ํ˜‘๋ ฅ ํŒŒํŠธ๋„ˆ์‹ญ์„ ๋งบ์€ ๋ฐ” ์žˆ์Œ

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

๋ฐ˜๋„์ฒด ์„ธ๋ผ๋ฏน ์†Œ์žฌยท๋ถ€ํ’ˆ ๊ธฐ์—… ๋ฏธ์ฝ”๊ทธ๋ฃน์ด ๊ณ ๋Œ€์—ญํญ๋ฉ”๋ชจ๋ฆฌ(HBM) ์‹œ์žฅ ๊ณต๋žต์— ์†๋„๋ฅผ ๋‚ด๊ณ  ์žˆ๋‹ค. ์ƒยทํ•˜๋ถ€ ์„ธ๋ผ๋ฏน ํŽ„์Šคํžˆํ„ฐ ์ƒ์šฉํ™”์— ์ด์–ด ์ค‘ํ™”๊ถŒ ํ›„๊ณต์ •(OSAT) ์—…์ฒด์— ์ œํ’ˆ์„ ๊ณต๊ธ‰ํ•˜๊ณ  ๊ตญ๋‚ด ๋ฐ˜๋„์ฒด ์žฅ๋น„์—…์ฒด๋“ค๊ณผ ์ถ”๊ฐ€ ํ‰๊ฐ€๋ฅผ ์ง„ํ–‰ํ•˜๋ฉฐ ๊ณ ๊ฐ์‚ฌ ํ™•๋Œ€์— ๋‚˜์„œ๊ณ  ์žˆ๋‹ค.๋ฏธ์ฝ”๊ทธ๋ฃน์˜ ํŽ„์Šคํžˆํ„ฐ๋Š” HBM ์ œ์กฐ์— ์‚ฌ์šฉ๋˜๋Š” ์—ด์••์ฐฉ(TC) ๋ณธ๋”์˜ ํ•ต์‹ฌ ๋ถ€ํ’ˆ์ด๋‹ค. ์—ฌ๋Ÿฌ ๊ฐœ์˜ D๋žจ์„ ์ˆ˜์ง์œผ๋กœ ์Œ“๋Š” ๊ณผ์ •์—์„œ ์ˆœ๊ฐ„์ ์œผ๋กœ ๊ณ ์˜จ์„ ๋ฐœ์ƒ์‹œ์ผœ ์นฉ๊ณผ ๊ธฐํŒ ๋˜๋Š” ์›จ์ดํผ๋ฅผ ์ ‘ํ•ฉํ•˜๋Š” ์—ญํ• ์„ ํ•œ๋‹ค.์ตœ๊ทผ HBM์˜ ๊ณ ์ง‘์ ยท๋Œ€ํ˜•ํ™”๋กœ TC๋ณธ๋”ฉ ๊ณต์ •์—

์ฃผ์‹ํšŒ์‚ฌ ๋ฏธ์ฝ”์˜ ์žํšŒ์‚ฌ ํ˜„๋Œ€์ค‘๊ณต์—…ํŒŒ์›Œ์‹œ์Šคํ…œ(HPS)์ด ๊ธ€๋กœ๋ฒŒ ๋ฐฐ์—ดํšŒ์ˆ˜๋ณด์ผ๋Ÿฌ(HRSG) ์ „๋ฌธ๊ธฐ์—… โ€˜NEM Energyโ€™ ์ธ์ˆ˜๋ฅผ ์™„์ˆ˜ํ•˜๋ฉฐ ๊ธ‰์„ฑ์žฅํ•˜๋Š” ๊ธ€๋กœ๋ฒŒ AIยท๋ฐ์ดํ„ฐ์„ผํ„ฐ ๊ฐ€์Šค๋ฐœ์ „ ์‹œ..

1. ์ฆ์‹œ ์ค‘์š” ๋‰ด์Šค1) ๋‰ด์š•์ฆ์‹œ, ์œ ๊ฐ€ 100๋‹ฌ๋Ÿฌยท็พŽ๊ตญ์ฑ„๊ธˆ๋ฆฌ ์ƒ์Šน์— 3์ผ์งธ ํ•˜๋ฝ- ๋‰ด์š•์ฆ์‹œ 3๋Œ€ ์ง€์ˆ˜๊ฐ€ 9์ผ(ํ˜„์ง€์‹œ๊ฐ„) ๊ตญ์ œ์œ ๊ฐ€ 100๋‹ฌ๋Ÿฌ ๋ŒํŒŒ์™€ ๋ฏธ ๊ตญ์ฑ„๊ธˆ๋ฆฌ ๊ธ‰๋“ฑ ์˜ํ–ฅ์œผ๋กœ ์‚ฌํ˜์งธ ํ•˜๋ฝ- ์ด๋‚  ๋‹ค์šฐ์กด์Šค30 ์‚ฐ์—…ํ‰๊ท ์ง€์ˆ˜๋Š” ์ „๋‚ ๋ณด๋‹ค 405.41ํฌ์ธํŠธ(0.77%) ๋‚ด๋ฆฐ 52,380.66์— ๊ฑฐ๋ž˜๋ฅผ ๋งˆ์ณค์Œ. ์Šคํƒ ๋”๋“œ์•ค๋“œํ‘ธ์–ด์Šค(S&P) 500์ง€์ˆ˜๋Š” 37.16ํฌ์ธํŠธ(0.48%) ๋‚ด๋ฆฐ 7,636.36์—, ๊ธฐ์ˆ ์ฃผ ์ค‘์‹ฌ์˜ ๋‚˜์Šค๋‹ฅ ์ข…ํ•ฉ์ง€์ˆ˜๋Š” 168.07ํฌ์ธํŠธ(0.64%) ๋‚ด๋ฆฐ 26,253.34์— ๊ฐ๊ฐ ์žฅ์„ ๋งˆ๊ฐ- ๋ฏธ๊ตญ๊ณผ ์ด๋ž€ ๊ฐ„ ๊ธด์žฅ ๊ณ ์กฐ๋กœ ์›์œ  ๊ณต๊ธ‰ ์ฐจ์งˆ์ด ์žฅ๊ธฐํ™”ํ•  ๊ฐ€๋Šฅ์„ฑ์ด ์ปค์ง€๋ฉด์„œ ๋ธŒ๋ ŒํŠธ์œ ๊ฐ€ 100๋‹ฌ๋Ÿฌ๋ฅผ ๋„˜์–ด์„  ๊ฒƒ์ด ํˆฌ์ž์‹ฌ๋ฆฌ๋ฅผ ์••๋ฐ•2) ํ‘ธํ‹ดยทํŠธ๋Ÿผํ”„, ์‹œ์ง„ํ•‘ 11์›” APEC์—์„œ ๋งŒ๋‚œ๋‹ค- ์˜ค๋Š” 11์›” ์ค‘๊ตญ ์„ ์ „์—์„œ ์—ด๋ฆฌ๋Š” ์•„์‹œ์•„ํƒœํ‰์–‘๊ฒฝ์ œํ˜‘๋ ฅ์ฒด(APEC) ์ •์ƒํšŒ์˜๋ฅผ ๊ณ„๊ธฐ๋กœ ๋ฏธ๊ตญยท๋Ÿฌ์‹œ์•„ยท์ค‘๊ตญ ๊ฐ„ 3์ž ์ •์ƒํšŒ๋‹ด์ด ์—ด๋ฆด ๊ฐ€๋Šฅ์„ฑ์ด ์žˆ๋‹ค๊ณ  ๋Ÿฌ์‹œ์•„ ํฌ๋ ˜๋ฆฐ๊ถ์ด ํ™•์ธ- ์•ž์„œ ์œ ๋ฆฌ ์šฐ์ƒค์ฝ”ํ”„ ํฌ๋ ˜๋ฆฐ๊ถ ์™ธ๊ต์ •์ฑ… ๋ณด์ขŒ๊ด€์€ ์ง€๋‚œ 1์ผ ๋ฒ ์Šคํ‹ฐ ์ธํ„ฐ๋ทฐ์—์„œ ์ด๋ฒˆ APEC ์ •์ƒํšŒ์˜์—์„œ ํŠธ๋Ÿผํ”„ ๋Œ€ํ†ต๋ น๊ณผ ์‹œ์ง„ํ•‘ ์ค‘๊ตญ ๊ตญ๊ฐ€์ฃผ์„, ํ‘ธํ‹ด ๋Œ€ํ†ต๋ น์˜ 3์ž ํšŒ๋™์ด ์ถ”์ง„๋  ์ˆ˜ ์žˆ๋‹ค๊ณ  ์–ธ๊ธ‰- ๋‹ค๋งŒ ์šฐ์ƒค์ฝ”ํ”„ ๋ณด์ขŒ๊ด€์€ 3์ž

๋ฏธ์ฝ”๊ทธ๋ฃน์˜ ์žํšŒ์‚ฌ ํ˜„๋Œ€์ค‘๊ณต์—…ํŒŒ์›Œ์‹œ์Šคํ…œ(HPS)์ด ๊ธ€๋กœ๋ฒŒ ๋ฐฐ์—ดํšŒ์ˆ˜๋ณด์ผ๋Ÿฌ(HRSG) ์ „๋ฌธ๊ธฐ์—… NEM Energy ์ธ์ˆ˜๋ฅผ ์™„๋ฃŒํ•˜๊ณ , AI ์ „๋ ฅ์‹œ์žฅ ๊ณต๋žต์— ๋ณธ๊ฒฉ ๋‚˜์„ ๋‹ค. ๋ฏธ์ฝ”๊ทธ๋ฃน์€ ์ง€๋‚œ 9์ผ NEM Energy ์ธ์ˆ˜๋Œ€๊ธˆ ์ง€๊ธ‰์„ ์™„๋ฃŒํ•˜๊ณ , ์ฃผ์‹๋งค๋งค๊ณ„์•ฝ์— ๋”ฐ๋ฅธ ์ธ์ˆ˜ ์ ˆ์ฐจ๋ฅผ ์ตœ์ข… ๋งˆ๋ฌด๋ฆฌํ–ˆ๋‹ค๊ณ  10์ผ ๋ฐํ˜”๋‹ค.์ด๋ฒˆ ์ธ์ˆ˜์˜ ํ•ต์‹ฌ์€ NEM Energy์˜ ์„ค๊ณ„๊ธฐ์ˆ , ๊ธ€๋กœ๋ฒŒ ๊ณ ๊ฐ ๊ธฐ๋ฐ˜๊ณผ HPS์˜ ๋Œ€๊ทœ๋ชจ ์ œ์ž‘์—ญ๋Ÿ‰์„ ๊ฒฐํ•ฉํ•˜๋Š” ๋ฐ ์žˆ๋‹ค. ๋ฏธ์ฝ”๊ทธ๋ฃน์€ ๋ฐœ์ „์„ค๋น„์˜ ์„ค๊ณ„๋ถ€ํ„ฐ ์ œ์ž‘ยท๊ณต๊ธ‰๊นŒ์ง€ ์•„์šฐ๋ฅด๋Š” ํ†ตํ•ฉ ์ˆ˜ํ–‰์ฒด๊ณ„๋ฅผ ๊ฐ•ํ™”ํ•ด ๊ธ€๋กœ๋ฒŒ ๊ฐ€์Šค๋ฐœ์ „ ์ˆ˜์š” ๊ธ‰์ฆ์— ๋Œ€์‘ํ•˜๊ณ , ์ˆ˜์ฃผ ๊ฒฝ์Ÿ๋ ฅ๊ณผ ํ”„๋กœ์ ํŠธ ์ˆ˜์ต์„ฑ์„ ํ•จ๊ป˜ ๋†’์ผ ๊ณ„ํš์ด๋‹ค.1929๋…„ ๋„ค๋œ๋ž€๋“œ์—์„œ ์„ค๋ฆฝ๋œ NEM Energy๋Š” ์•ฝ 100๋…„๊ฐ„ ๋ฐœ์ „์†Œ ๊ธฐ์ž์žฌ ๋ถ„์•ผ์˜ ๊ธฐ์ˆ ๋ ฅ์„ ์ถ•์ ํ•ด ์˜จ ๊ธ€๋กœ๋ฒŒ ์—๋„ˆ์ง€ ๊ธฐ์—…์œผ๋กœ, ๊ฐ€์Šค๋ณตํ•ฉํ™”๋ ฅ๋ฐœ์ „์†Œ์˜ 3๋Œ€ ํ•ต์‹ฌ ์ฃผ๊ธฐ๊ธฐ ์ค‘ ํ•˜๋‚˜์ธ HRSG๋ฅผ ๋น„๋กฏํ•ด ๋ฐฐ๊ธฐ๊ฐ€์Šค ๋””๋ฒ„ํ„ฐ ์‹œ์Šคํ…œ ๋“ฑ ๋‹ค์–‘ํ•œ ๋ฐœ์ „์„ค๋น„ ๋ถ„์•ผ์˜ ์›์ฒœ๊ธฐ์ˆ ์„ ๋ณด์œ ํ•˜๊ณ  ์žˆ๋‹ค. NEM Energy๋Š” 1980๋…„๋ถ€ํ„ฐ 2026๋…„ 1๋ถ„๊ธฐ๊นŒ์ง€ HRSG ๋ˆ„์  ์ˆ˜์ฃผ ๋Œ€์ˆ˜ ๊ธฐ์ค€ ์„ธ๊ณ„ 1์œ„๋ฅผ ๊ธฐ๋กํ–ˆ๋‹ค. ๋ถ๋ฏธ์™€ ์œ ๋Ÿฝ, ์•„์‹œ์•„, ์ค‘๋™ ๋“ฑ ์ „ ์„ธ๊ณ„ ์ฃผ์š” ๋ฐœ์ „์‹œ์žฅ์—์„œ ์žฅ๊ธฐ๊ฐ„ ๊ฒ€์ฆ๋œ ๊ธฐ์ˆ ๋ ฅ๊ณผ ํ’๋ถ€

[์˜ค๋Š˜์˜ ํฌ์ธํŠธ] ๋ณ€๋™์„ฑ์ด ์™„ํ™”ํ•œ ๊ฐ€์šด๋ฐ ๋ฐ˜๋„์ฒด ํˆฌํ†ฑ ์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค์˜ ์ฃผ๊ฐ€๊ฐ€ ์ƒ๋Œ€์ ์œผ๋กœ ๋ฏธ๋ฏธํ•˜๊ฒŒ ์˜ค๋ฅด๋ฉด์„œ ํˆฌ์ž์ž๋“ค์˜ ๋ถˆ์•ˆ๊ฐ์ด ์ปค์ง€๊ณ  ์žˆ๋‹ค. ๋‘ ์ข…๋ชฉ ๋ชจ๋‘ ์ด๋‚  ๊ฐ•์„ธ๋กœ ๋งˆ๊ฐํ–ˆ์ง€๋งŒ ์ง€๋‚œ 6์›” ์ตœ๊ณ ์  ๋Œ€๋น„ ์—ฌ์ „ํžˆ 30% ์ด์ƒ ๋‚ฎ์€ ์ˆ˜์ค€์— ๋จธ๋ฌผ๋Ÿฌ ์žˆ๋‹ค. ์ฆ๊ถŒ๊ฐ€์—์„œ๋Š” ๋‘ ์—…์ฒด์˜ ์ˆ˜์ต์„ฑ์ด ์ง€์† ์„ฑ์žฅํ•  ๊ฒฝ์šฐ 2์ฐจ ๋ž ๋ฆฌ๊ฐ€ ๊ฐ€๋Šฅํ•  ๊ฒƒ์ด๋ž€ ์ „๋ง์„ ๋‚ด๋†“๋Š”๋‹ค. 12์ผ ์‚ผ์„ฑ์ „์ž๋Š” ์ „์ผ ๋Œ€๋น„ 1๋งŒ6000์›(6.68%) ์˜ค๋ฅธ 25๋งŒ5000์›์— ์ •๊ทœ์žฅ์„ ๋งˆ์ณค๋‹ค. ์‚ผ์„ฑ์ „์ž๋Š” ์ดํ‹€์งธ ์˜ฌ๋ž์ง€๋งŒ 37๋งŒ4500์›๊นŒ์ง€ ์ƒ์Šนํ•ด ์ตœ๊ณ ์ ์„ ๊ธฐ๋กํ•œ ์ง€๋‚œ 6์›” 19์ผ์— ๋น„ํ•ด์„  ์—ฌ์ „ํžˆ 31.9% ๋‚ด๋ฆฐ ์ˆ˜์ค€์„ ๋‚˜ํƒ€๋ƒˆ๋‹ค....

์‹ค์ ํ˜„ํ™ฉ

๋งค์ถœ์•ก

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ๋งค์ถœ์•ก ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 977,036,793,661 80.76%
2024 ์—ฐ๊ฐ„ (YoY) 540,504,643,904 39.54%
2023 ์—ฐ๊ฐ„ (YoY) 387,340,942,797 -6.63%
2022 ์—ฐ๊ฐ„ (YoY) 414,832,260,000 13.50%
2026.2Q ๋ถ„๊ธฐ (QoQ) 349,190,198,259 8.46%
2026.1Q ๋ถ„๊ธฐ (QoQ) 321,965,294,271 20.08%
2025.4Q ๋ถ„๊ธฐ (QoQ) 268,130,354,827 9.26%
2025.3Q ๋ถ„๊ธฐ (QoQ) 245,401,380,370 -

์˜์—…์ด์ต

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ์˜์—…์ด์ต ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 101,004,245,476 6.73%
2024 ์—ฐ๊ฐ„ (YoY) 94,633,945,006 348.26%
2023 ์—ฐ๊ฐ„ (YoY) 21,111,259,627 -67.15%
2022 ์—ฐ๊ฐ„ (YoY) 64,273,150,000 -7.74%
2026.2Q ๋ถ„๊ธฐ (QoQ) 19,502,426,666 3.34%
2026.1Q ๋ถ„๊ธฐ (QoQ) 18,871,569,805 43.90%
2025.4Q ๋ถ„๊ธฐ (QoQ) 13,114,412,630 -41.42%
2025.3Q ๋ถ„๊ธฐ (QoQ) 22,388,639,568 -

์ˆœ์ด์ต

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ์ˆœ์ด์ต ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 74,949,266,372 -2.05%
2024 ์—ฐ๊ฐ„ (YoY) 76,514,280,786 3856.74%
2023 ์—ฐ๊ฐ„ (YoY) -2,036,721,583 93.48%
2022 ์—ฐ๊ฐ„ (YoY) -31,225,946,000 -243.16%
2026.2Q ๋ถ„๊ธฐ (QoQ) 16,339,179,161 1305.94%
2026.1Q ๋ถ„๊ธฐ (QoQ) -1,354,888,883 -109.88%
2025.4Q ๋ถ„๊ธฐ (QoQ) 13,719,975,539 4.66%
2025.3Q ๋ถ„๊ธฐ (QoQ) 13,109,468,735 -

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -145,201

๊ธฐ๊ด€: 261,731

์™ธ์ธ: -117,146

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -1,189,009

๊ธฐ๊ด€: 541,969

์™ธ์ธ: 615,820

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-10-02 -145,201 261,731 -117,146
2026-10-01 -65,735 106,661 -40,234
2026-09-30 -119,124 162,434 -37,541
2026-09-29 -28,725 7,232 25,995
2026-09-28 -10,596 13,624 157
2026-09-23 -26,203 54,267 -29,118
2026-09-22 -450,156 185,105 277,914
2026-09-21 -33,797 -3,605 37,924
2026-09-18 -20,891 83 20,565
2026-09-17 -32,683 270 36,623
2026-09-16 -1,499 -8,102 10,178
2026-09-15 -10 -2,203 2,694
2026-09-14 15,682 28,035 -50,309
2026-09-11 86,176 5,252 -104,931
2026-09-10 194,337 16,864 -213,203
2026-09-09 -99,188 19,939 75,952
2026-09-08 42,012 -68,756 25,473
2026-09-07 -10,115 17,793 -7,837
2026-09-04 -22,066 8,363 13,725
2026-09-03 -2,338 -485 2,803
2026-09-02 -8,843 448 8,395

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-10-02 -738,963 804,950 -61,921
2026-10-01 -593,762 543,219 55,225
2026-09-30 -528,027 436,558 95,459
2026-09-29 -408,903 274,124 133,000
2026-09-28 -380,178 266,892 107,005
2026-09-23 -369,582 253,268 106,848
2026-09-22 -343,379 199,001 135,966
2026-09-21 106,777 13,896 -141,948
2026-09-18 140,574 17,501 -179,872
2026-09-17 161,465 17,418 -200,437
2026-09-16 194,148 17,148 -237,060
2026-09-15 195,647 25,250 -247,238
2026-09-14 195,657 27,453 -249,932
2026-09-11 179,975 -582 -199,623
2026-09-10 93,799 -5,834 -94,692
2026-09-09 -100,538 -22,698 118,511
2026-09-08 -1,350 -42,637 42,559
2026-09-07 -43,362 26,119 17,086
2026-09-04 -33,247 8,326 24,923
2026-09-03 -11,181 -37 11,198
2026-09-02 -8,843 448 8,395

์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
2,647,852,804,929 72.20% 27.80%

๋งค์ถœ ๊ตฌ์„ฑ

๊ตฌ์„ฑ ์š”์†Œ ๋น„์œจ
Heater, ESC, ์„ธ๋ผ๋ฏน ๋ถ€ํ’ˆ, ์„ธ์ •, ์ฝ”ํŒ…, ๋””์Šคํ”Œ๋ ˆ์ด์šฉ ESC [๋ฐ˜๋„์ฒด] 96.37%
๊ณ ์ฒด์‚ฐํ™”๋ฌผ ์—ฐ๋ฃŒ์ „์ง€(SOFC) [์—ฐ๋ฃŒ์ „์ง€] 2.17%
๋ฐ”์ด์˜ค 1.46%

๊ณต๋งค๋„ ํ˜„ํ™ฉ

์ตœ๊ทผ ๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰: 20,910 (2.31%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 371,268 (1.11%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2026-10-02 23,950 20,910 2.31%
2026-10-01 23,500 15,079 2.10%
2026-09-30 23,100 31,123 3.21%
2026-09-29 22,100 8,266 1.75%
2026-09-28 21,600 12,311 3.48%
2026-09-23 22,550 36,106 5.72%
2026-09-22 22,200 55,592 2.09%
2026-09-21 20,100 4,162 1.57%
2026-09-18 20,000 3,606 1.10%
2026-09-17 20,400 11,981 2.32%
2026-09-16 19,630 11,277 3.52%
2026-09-15 19,700 15,427 3.30%
2026-09-14 19,760 48,430 6.14%
2026-09-11 20,600 62,905 5.63%
2026-09-10 19,360 46,298 3.92%
2026-09-09 19,840 9,271 0.97%
2026-09-08 18,090 7,531 2.67%
2026-09-07 18,710 15,456 5.63%
2026-09-04 18,060 4,020 3.07%
2026-09-03 17,500 8,654 4.12%
2026-09-02 18,180 8,381 7.25%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2026-09-30 23,100 371,268 1.11%
2026-09-29 22,100 363,970 1.09%
2026-09-28 21,600 347,381 1.04%
2026-09-23 22,550 336,103 1.01%
2026-09-22 22,200 327,277 0.98%
2026-09-21 20,100 525,361 1.57%
2026-09-18 20,000 563,058 1.68%
2026-09-17 20,400 558,635 1.67%
2026-09-16 19,630 578,315 1.73%
2026-09-15 19,700 564,160 1.69%
2026-09-14 19,760 539,084 1.61%
2026-09-11 20,600 545,957 1.63%
2026-09-10 19,360 472,330 1.41%
2026-09-09 19,840 299,828 0.90%
2026-09-08 18,090 362,825 1.09%
2026-09-07 18,710 338,928 1.01%
2026-09-04 18,060 338,684 1.01%
2026-09-03 17,500 356,943 1.07%
2026-09-02 18,180 357,472 1.07%
2026-09-01 18,800 354,920 1.06%
2026-08-31 19,350 360,949 1.08%

์—…์ข… ๋‚ด ๋น„๊ต

๋ฐ˜๋„์ฒด/๋ฐ˜๋„์ฒด์žฅ๋น„ ์—…์ข…(152๊ฐœ) ์—ฐ๊ฐ„ ๊ธฐ์ค€

ํ•ญ๋ชฉ ํ˜„์žฌ ์ข…๋ชฉ ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 7,903.068 205,304.38 40์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) 33.255 27.08 39์œ„
PBR - - -์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) 12.267 -2.96 32์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) - - -์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 10.338 -9.72 41์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 7.671 -13.29 53์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 228.628 82.68 7์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 9,770.368 30,965.35 7์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) 1,010.042 6,232.12 9์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) 749.493 5,994.81 11์œ„