๊ณ ์˜ ๋กœ๊ณ 

๊ณ ์˜ (098460) ์ฃผ๊ฐ€ ๋ฐ ์ข…๋ชฉ ์ •๋ณด

๊ณ ์˜ ์ฃผ๊ฐ€ ๋ฐ ํ•ต์‹ฌ ์ •๋ณด

ํ˜„์žฌ๊ฐ€ ๋ฐ ํ•ต์‹ฌ ํˆฌ์ž ์ •๋ณด
ํ•ญ๋ชฉ ๊ฐ’
ํ˜„์žฌ๊ฐ€ 34,450 ์›
๋ณ€๋™๋Ÿ‰ โ–ฒ 400 ์›
๋ณ€๋™๋ฅ  +1.17%
๊ธฐ์ค€ ์‹œ๊ฐ
๊ฑฐ๋ž˜ ๊ตฌ๋ถ„ ์ •๊ทœ์žฅ
์‹œ์žฅ KOSDAQ
๊ฑฐ๋ž˜์†Œ KRX
์‹œ๊ฐ€ 33,800 ์›
๊ณ ๊ฐ€ 34,550 ์›
์ €๊ฐ€ 33,150 ์›
52์ฃผ ๋ฒ”์œ„ 15,530 ์› ~ 45,000 ์›
๊ฑฐ๋ž˜๋Ÿ‰ 1,612,609
๊ฑฐ๋ž˜๋Œ€๊ธˆ 54,775,822,800 ์›
์‹œ๊ฐ€์ด์•ก 2์กฐ 3,223์–ต์›
PER 106.55๋ฐฐ
PBR 4.51๋ฐฐ
EPS 214.9318 ์›
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ  0.61%
์—…์ข… ์ „์ž์žฅ๋น„/๊ธฐ๊ธฐ

์ผ๋ณ„ ์ฃผ๊ฐ€

๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€ ์ •๋ณด
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
2026.09.17 27,500 28,600 27,050 28,550 666,092 18,659,824,750
2026.09.18 29,300 30,250 27,550 27,750 1,562,928 44,549,003,750
2026.09.21 27,950 28,750 27,400 28,650 981,852 27,771,838,450
2026.09.22 29,000 29,550 28,500 28,900 1,221,883 35,460,708,950
2026.09.23 29,350 29,850 28,650 29,150 725,651 21,166,620,900
2026.09.28 29,300 29,750 28,850 28,850 664,174 19,465,979,350
2026.09.29 29,050 30,950 28,800 30,800 1,952,170 58,687,511,475
2026.09.30 30,400 31,300 29,850 30,850 925,668 28,451,269,700
2026.10.01 30,950 34,100 30,550 33,950 3,320,962 109,913,393,575
2026.10.02 33,800 34,550 33,150 34,450 1,612,609 54,775,822,800

ํšŒ์‚ฌ ์ •๋ณด

๊ธฐ์—…์ˆœ์œ„ ์ฃผ์‹์ˆ˜ ์™ธ๊ตญ์ธ ๋น„์ค‘ ์‚ฐ์—…๊ตฐ ์„ธ๋ถ€ ์‚ฐ์—…๊ตฐ
KOSDAQ 35์œ„ 68,204,213 29.98% ํ•˜๋“œ์›จ์–ด/IT์žฅ๋น„ ์ „์ž์žฅ๋น„/๊ธฐ๊ธฐ

๊ธฐ์—… ๊ฐœ์š”

๊ณ ์˜์€ 2002๋…„ 4์›” ์„ค๋ฆฝ๋œ ๊ธฐ์—…์œผ๋กœ ์ „์ž์ œํ’ˆ ์ƒ์‚ฐ์šฉ, ๋ฐ˜๋„์ฒด ์ƒ์‚ฐ์šฉ 3D ๋‚ฉ๋„ํฌ๊ฒ€์‚ฌ๊ธฐ, 3D ๋ถ€ํ’ˆ ์žฅ์ฐฉ ๋ฐ ๋‚ฉ๋•œ ๊ฒ€์‚ฌ๊ธฐ, ๋ฐ˜๋„์ฒด Substrate Bump ๊ฒ€์‚ฌ๊ธฐ ์ œ์กฐ์‚ฌ์—…์„ ์˜์œ„ํ•˜๊ณ  ์žˆ๋‹ค. ์ฃผ์š” ๋งค์ถœ์€ ์ „์ž์ œํ’ˆ ๋ฐ ๋ฐ˜๋„์ฒด ์ƒ์‚ฐ์šฉ ๊ฒ€์‚ฌ๊ธฐ ํŒ๋งค์—์„œ ๋ฐœ์ƒํ•˜๊ณ  ์žˆ๋‹ค. ๋‹น์‚ฌ๋Š” 2010๋…„๋ถ€ํ„ฐ 3D AOI ํŒ๋งค ํ™œ๋™์„ ์‹œ์ž‘ํ•˜์˜€๊ณ , 2013๋…„ ํ•˜๋ฐ˜๊ธฐ๋ถ€ํ„ฐ ๋ณธ๊ฒฉ์ ์œผ๋กœ ๋งค์ถœ์ด ์ฆ๊ฐ€ํ•จ์— ๋”ฐ๋ผ 2013๋…„๋ถ€ํ„ฐ SMT ์ „์ฒด ๊ฒ€์‚ฌ์žฅ๋น„ ์‹œ์žฅ(SPI+AOI)์—์„œ ์„ธ๊ณ„์‹œ์žฅ ์ ์œ ์œจ 1์œ„๋ฅผ ์ฐจ์ง€ํ•˜๊ณ  ์žˆ๋‹ค.

๊ด€๋ จ ํ…Œ๋งˆ

  • ์Šค๋งˆํŠธํŒฉํ† ๋ฆฌ : 3D ์ธก์ • ๋ฐ์ดํ„ฐ๋ฅผ ํ™œ์šฉํ•œ AI ์†”๋ฃจ์…˜์ธ KSmart๋ฅผ ํ†ตํ•ด ์Šค๋งˆํŠธํŒฉํ† ๋ฆฌ ๋ถ„์•ผ๋กœ ์ง„์ถœ
  • ๋กœ๋ด‡ : ์ „์ž์ œํ’ˆ ๋ฐ ๋ฐ˜๋„์ฒด ์ƒ์‚ฐ์šฉ ๊ฒ€์‚ฌ ์žฅ๋น„ ์ œ์กฐ์—…์ฒด๋กœ ์˜๋ฃŒ์žฅ๋น„(์ˆ˜์ˆ ์šฉ ๋กœ๋ด‡)์‚ฌ์—…์— ์ง„์ถœํ•ด ๋ฏธ๊ตญ ํ•˜๋ฒ„๋“œ ๋ฉ”๋””์ปฌ์Šค์ฟจ ์‚ฐํ•˜ ๋ณ‘์› ๋ฐ ๊ตญ๋‚ด ์„ธ๋ธŒ๋ž€์Šค๋ณ‘์›, ์‚ผ์„ฑ์˜๋ฃŒ์› ๋“ฑ๊ณผ ํ•จ๊ป˜ ๋‡Œ์ˆ˜์ˆ ์šฉ ์˜๋ฃŒ๋กœ๋ด‡์„ ๊ณต๋™ ๊ฐœ๋ฐœํ–ˆ์œผ๋ฉฐ 17๋…„ 6์›” ํ•œ๊ตญ ๊ธฐ์—… ์ตœ์ดˆ๋กœ ์‹œ์žฅ์กฐ์‚ฌ์—…์ฒด ๋กœ๋ณด๊ธ€๋กœ๋ฒŒ์˜ ๋กœ๋ณดํ‹ฑ์Šค ๋ฐ ์‚ฐ์—… ์ž๋™ํ™” ๊ด€๋ จ ์ง€์ˆ˜์ธ โ€˜๋กœ๋ณด์ธ๋ฑ์Šค(ROBO Index)โ€™์— ํŽธ์ž…๋˜์—ˆ์Œ
  • ์˜๋ฃŒ๊ธฐ๊ธฐ : FDAยท์ผ๋ณธ ์ธํ—ˆ๊ฐ€๋ฅผ ํš๋“ํ•œ ๋‡Œ์ˆ˜์ˆ ์šฉ ์˜๋ฃŒ๋กœ๋ด‡ ๋ณด์œ 
  • ์‹œ์Šคํ…œ๋ฐ˜๋„์ฒด : ์ „์ž์ œํ’ˆ ๋ฐ ๋ฐ˜๋„์ฒด ์ƒ์‚ฐ์šฉ ๊ฒ€์‚ฌ์žฅ๋น„์—…์ฒด(3์ฐจ์› ์ •๋ฐ€์ธก์ • ๊ฒ€์‚ฌ ๊ธฐ์ˆ  ๋ณด์œ ). ์ฃผ์š” ์ œํ’ˆ์œผ๋กœ 3D SPI ์žฅ๋น„์™€ 3D AOI ์žฅ๋น„ ๋“ฑ์„ ๋ณด์œ 
  • ๋ฐ˜๋„์ฒด์žฅ๋น„ : ์ „์ž์ œํ’ˆ ๋ฐ ๋ฐ˜๋„์ฒด ์ƒ์‚ฐ์šฉ ๊ฒ€์‚ฌ์žฅ๋น„์—…์ฒด(3์ฐจ์› ์ •๋ฐ€์ธก์ • ๊ฒ€์‚ฌ ๊ธฐ์ˆ  ๋ณด์œ ). ์ฃผ์š” ์ œํ’ˆ์œผ๋กœ 3D SPI ์žฅ๋น„์™€ 3D AOI ์žฅ๋น„ ๋“ฑ์„ ๋ณด์œ . SMT ์ „์ฒด ๊ฒ€์‚ฌ์žฅ๋น„ ์‹œ์žฅ(SPI+AOI) ์„ธ๊ณ„์‹œ์žฅ ์ ์œ ์œจ 1์œ„
  • ์ง€๋Šฅํ˜•๋กœ๋ด‡ : ์ „์ž์ œํ’ˆ ๋ฐ ๋ฐ˜๋„์ฒด ์ƒ์‚ฐ์šฉ ๊ฒ€์‚ฌ์žฅ๋น„ ์ œ์กฐ์—…์ฒด๋กœ ์ˆ˜์ˆ ์šฉ ๋กœ๋ด‡์ธ ์˜๋ฃŒ์žฅ๋น„ ์‚ฌ์—…์— ์ง„์ถœ
  • HBM : ์–ด๋“œ๋ฐด์Šค๋“œ ํŒจํ‚ค์ง• ๋ผ์ธ์šฉ ๊ฒ€์‚ฌ์žฅ๋น„ ๊ณต๊ธ‰์œผ๋กœ HBM ๊ฒ€์‚ฌ ์ˆ˜์š” ๋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

[๋ฐ์ผ๋ฆฌํ•œ๊ตญ ์ด๋ณด๋ฏธ ๊ธฐ์ž] ์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค๊ฐ€ ๋Œ€๊ทœ๋ชจ ์ฆ์„ค ์›€์ง์ž„์„ ๋ณธ๊ฒฉํ™”ํ•˜๋ฉด์„œ ํ›„๊ณต์ • ๊ด€๋ จ ์—…์ฒด๋“ค์ด ์ฃผ๋ชฉ๋ฐ›๊ณ  ์žˆ๋‹ค. ์ธ๊ณต์ง€๋Šฅ(AI) ํ™•์‚ฐ์— ๋ฐ˜๋„์ฒด ๊ธฐ์ˆ ์ด ๊ณ ๋„ํ™”๋˜๋ฉด์„œ ํŒจํ‚ค์ง•, ํ…Œ์ŠคํŠธ ๊ฐ™์€ ํ›„๊ณต์ • ์ค‘์š”๋„๊ฐ€ ๋†’์•„์ง€๊ณ  ์ˆ˜์š”๋„ ๋Š˜์–ด๋‚  ์ „๋ง์ด๋‹ค.27์ผ ์—…๊ณ„์— ๋”ฐ๋ฅด๋ฉด ๋ฐ˜๋„์ฒด ํ›„๊ณต์ •์€ ๊ณผ๊ฑฐ๋งŒ ํ•ด๋„ ์ „๊ณต์ •์—์„œ ์ƒ์‚ฐ๋œ ์›จ์ดํผ๋ฅผ ์กฐ๋ฆฝํ•˜๊ณ  ๊ฒ€์‚ฌํ•˜๋Š” ๋ณด์กฐ์ ์ธ ์˜์—ญ์œผ๋กœ ์—ฌ๊ฒจ์กŒ์ง€๋งŒ, ๊ณ ๋Œ€์—ญํญ๋ฉ”๋ชจ๋ฆฌ(HBM) ๊ฐ™์€ ์ฒจ๋‹จ ๋ฐ˜๋„์ฒด ๊ธฐ์ˆ ์ด ํ™•์‚ฐํ•˜๋ฉด์„œ ์ค‘์š”๋„๊ฐ€ ์ปค์กŒ๋‹ค.์ „๊ณต์ • ๋ฏธ์„ธํ™”์˜ ํ•œ๊ณ„๋ฅผ ๊ทน๋ณตํ•  ๋Œ€์•ˆ์œผ๋กœ ์—ฌ๋Ÿฌ ๊ฐœ์˜ ๋ฐ˜๋„์ฒด๋ฅผ ์ ์ธตยทํ†ตํ•ฉํ•˜๋Š” ์–ด๋“œ๋ฐด์Šค๋“œ ํŒจํ‚ค์ง• ๊ธฐ

HBMยทAI ํ™•์‚ฐ์— ํŒจํ‚ค์ง• ์ค‘์š”๋„โ†‘ ๊ธ€๋กœ๋ฒŒ ์—…์ฒด ํ›„๊ณต์ • ํˆฌ์ž ์ž‡๋”ฐ๋ผ ๋ณธ๋”ฉ ๋„˜์–ด ๊ฒ€์‚ฌยทํ…Œ์ŠคํŠธ ์ˆ˜ํ˜œ ํ™•๋Œ€๋ฐ˜๋„์ฒด ์‚ฐ์—…์˜ โ€˜์กฐ์—ฐโ€™์ด๋˜ ํ›„๊ณต์ • ์žฅ๋น„๊ฐ€ ์ƒˆ๋กœ์šด ํˆฌ์ž์ฒ˜๋กœ ๋– ์˜ค๋ฅธ๋‹ค. ๊ณ ๋Œ€์—ญํญ๋ฉ”๋ชจ..

ํ•˜๋‚˜ใ†ํ•œํ™”่ญ‰ โ€œ์›จ์ดํผ ์ด๋Ÿ‰ ๋Š˜์–ด๋‚˜๋Š” ์ฆ์„ค ๊ตญ๋ฉด ์ง„์ž…โ€ฆํ›„๊ณต์ •์ด ๋…๋ฆฝ ๋ณ€์ˆ˜๋กœ ๋ถ€์ƒโ€ ์‚ผ์„ฑ ์˜จ์–‘ HBM ์žฌํŽธใ†๋ฒ ํŠธ๋‚จ ์ด์„ค ์—ฐ์‡„์ž‘์šฉ...

1. ์ฆ์‹œ ์ค‘์š” ๋‰ด์Šค1) ๋‰ด์š•์ฆ์‹œ, ็พŽ ๊ตญ์ฑ„๊ธˆ๋ฆฌ ํ•˜๋ฝ์— ์ƒ์Šน ๋งˆ๊ฐ- 19์ผ(ํ˜„์ง€ ์‹œ๊ฐ) ๋‰ด์š•์ฆ๊ถŒ๊ฑฐ๋ž˜์†Œ(NYSE)์—์„œ ๋‹ค์šฐ์กด์Šค30์‚ฐ์—…ํ‰๊ท ์ง€์ˆ˜๋Š” ์ „์žฅ๋ณด๋‹ค 119.65ํฌ์ธํŠธ(0.22%) ์˜ค๋ฅธ 5๋งŒ3463.05์— ๊ฑฐ๋ž˜๋ฅผ ๋งˆ์ณค์Œ. ์Šคํƒ ๋”๋“œ์•ค๋“œํ‘ธ์–ด์Šค(S&P)500์ง€์ˆ˜๋Š” ์ „์žฅ ๋Œ€๋น„ 16.22ํฌ์ธํŠธ(0.21%) ์˜ค๋ฅธ 7707.98๋กœ ์žฅ์„ ๋งˆ๊ฐ- ์•ž์„œ ์ด๋‚  ์ฃผ๊ฐ€๋Š” ๋ฏธ ์žฌ๋ฌด๋ถ€๊ฐ€ ๊ตญ์ฑ„ ๋ฐ”์ด๋ฐฑ ๊ทœ๋ชจ๋ฅผ ์ตœ์†Œ 2๋ฐฐ๋กœ ํ™•๋Œ€ํ•œ๋‹ค๊ณ  ๋ฐํžŒ ๋’ค ์žฅ๊ธฐ ๊ตญ์ฑ„๊ธˆ๋ฆฌ๊ฐ€ ํ•˜๋ฝํ•˜๋ฉด์„œ ์žฅ ์ดˆ๋ฐ˜๋ถ€ํ„ฐ ์˜ฌ๋ž์Œ. ํšŒ๋‹น ๋งค์ž… ๊ทœ๋ชจ๊ฐ€ ํ˜„์žฌ ์ตœ๋Œ€ 20์–ต๋‹ฌ๋Ÿฌ์—์„œ ์ตœ์†Œ 40์–ต๋‹ฌ๋Ÿฌ๋กœ ๋Š˜์–ด๋‚˜๋Š” ์…ˆ- ์ „ ๊ฑฐ๋ž˜์ผ 5.33%๋ฅผ ๋„˜์–ด 19๋…„ ๋งŒ์— ์ƒˆ๋กœ์šด ์ตœ๊ณ ์น˜๋ฅผ ๊ธฐ๋กํ–ˆ๋˜ 30๋…„๋ฌผ ๋ฏธ ๊ตญ์ฑ„๊ธˆ๋ฆฌ๋Š” ์ด๋‚  ํ•œ๋•Œ 9bp(1bp=0.01%ํฌ์ธํŠธ) ๋–จ์–ด์ง„ 5.195%๋ฅผ ๊ธฐ๋ก. 10๋…„๋ฌผ ๋ฏธ ๊ตญ์ฑ„๊ธˆ๋ฆฌ๋Š” 4.653%๋กœ ์ „์žฅ ๋Œ€๋น„ 5bp ํ•˜๋ฝ2) ํŠธ๋Ÿผํ”„, ์—ฐ์ค€์— ๊ธˆ๋ฆฌ ์ธํ•˜ ์••๋ฐ•โ€ฆโ€œ์ธํ”Œ๋ ˆ ๋„ˆ๋ฌด ๋‘๋ ค์›Œํ•ดโ€- ๋„๋„๋“œ ํŠธ๋Ÿผํ”„ ๋ฏธ๊ตญ ๋Œ€ํ†ต๋ น์€ 19์ผ(ํ˜„์ง€์‹œ๊ฐ„) ๋ฏธ๊ตญ ๊ฒฝ์ œ๊ฐ€ ์ข‹์€ ์„ฑ๊ณผ๋ฅผ ๋‚ด๊ณ  ์žˆ๋‹ค๋ฉฐ ์ด๋Ÿด ๋•Œ์ผ์ˆ˜๋ก ๊ธˆ๋ฆฌ๋ฅผ ๋‚ด๋ ค์•ผ ํ•œ๋‹ค๊ณ  ์ฃผ์žฅ- ํŠธ๋Ÿผํ”„ ๋Œ€ํ†ต๋ น์€ โ€œ์šฐ๋ฆฌ๊ฐ€ ์ข‹์€ ์ˆซ์ž(๊ฒฝ์ œ์ง€ํ‘œ)๋ฅผ ๋ฐœํ‘œํ•˜๋ฉด ๊ทธ๋“ค์€ ์ธํ”Œ๋ ˆ์ด์…˜์„ ๋„ˆ๋ฌด ๋‘๋ ค์›Œํ•ด ๊ธˆ๋ฆฌ๋ฅผ ๊ณ„์† ๋†’์€ ์ˆ˜์ค€์œผ๋กœ ์œ ์ง€ํ•œ๋‹คโ€๋ฉฐ

[์ธํฌ์Šคํƒ๋ฐ์ผ๋ฆฌ=๊น€๋ฌธ์˜ ๊ธฐ์ž] ํ‚ค์›€์ฆ๊ถŒ์€ 29์ผ ๊ณ ์˜์— ๋Œ€ํ•ด AI ์„œ๋ฒ„ํ–ฅ ๊ฒ€์‚ฌ ์žฅ๋น„ ์ˆ˜์š” ์ง€์†๊ณผ ์ž๋™์ฐจ ์ „์žฅ ์‹œ์žฅ์˜ ํšŒ๋ณต์— ํž˜์ž…์–ด ์˜ฌํ•ด 2๋ถ„๊ธฐ ์˜์—…์ด์ต์ด ์–ด๋‹ ์„œํ”„๋ผ์ด์ฆˆ๋ฅผ ๊ธฐ๋กํ–ˆ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ํˆฌ์ž์˜๊ฒฌ๊ณผ ๋ชฉํ‘œ์ฃผ๊ฐ€๋Š” ์ œ์‹œํ•˜์ง€ ์•Š์•˜๋‹ค.์‹ ๋ฏผ์ˆ˜ ํ‚ค์›€์ฆ๊ถŒ ์—ฐ๊ตฌ์›์€ 2๋ถ„๊ธฐ ์‹ค์  ์„ฑ๊ณผ์™€ ๊ด€๋ จํ•ด โ€œ๋งค์ถœ์•ก์€ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 70.4% ์ฆ๊ฐ€ํ•œ 888์–ต์›, ์˜์—…์ด์ต์€ 479.1% ๊ธ‰์ฆํ•œ 146์–ต์›(์˜์—…์ด์ต๋ฅ  16.4%)์„ ๊ธฐ๋กํ–ˆ๋‹คโ€๋ฉฐ โ€œ์ง€๋‚œํ•ด 3๋ถ„๊ธฐ ์ดํ›„ AI ์„œ๋ฒ„ ํ…Œ์ŠคํŠธ ์ˆ˜์š”์— ๋Œ€์‘ํ•˜๋ฉด์„œ 4๊ฐœ ๋ถ„๊ธฐ ์—ฐ์† ๋งค์ถœ์•ก๊ณผ ์˜์—…์ด์ต์˜ ๋™๋ฐ˜ ์„ฑ์žฅ์ด ์ด์–ด์ง€๊ณ  ์žˆ๋‹คโ€

์‹ค์ ํ˜„ํ™ฉ

๋งค์ถœ์•ก

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ๋งค์ถœ์•ก ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 232,647,218,656 14.87%
2024 ์—ฐ๊ฐ„ (YoY) 202,538,127,214 -10.23%
2023 ์—ฐ๊ฐ„ (YoY) 225,630,691,398 -18.06%
2022 ์—ฐ๊ฐ„ (YoY) 275,359,600,000 11.35%
2026.2Q ๋ถ„๊ธฐ (QoQ) 88,759,068,557 22.03%
2026.1Q ๋ถ„๊ธฐ (QoQ) 72,733,688,371 5.19%
2025.4Q ๋ถ„๊ธฐ (QoQ) 69,145,594,228 14.70%
2025.3Q ๋ถ„๊ธฐ (QoQ) 60,286,386,588 15.73%

์˜์—…์ด์ต

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ์˜์—…์ด์ต ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 17,342,338,477 421.99%
2024 ์—ฐ๊ฐ„ (YoY) 3,322,352,718 -83.69%
2023 ์—ฐ๊ฐ„ (YoY) 20,372,226,090 -53.97%
2022 ์—ฐ๊ฐ„ (YoY) 44,258,680,000 7.03%
2026.2Q ๋ถ„๊ธฐ (QoQ) 14,552,561,107 47.71%
2026.1Q ๋ถ„๊ธฐ (QoQ) 9,852,134,091 41.85%
2025.4Q ๋ถ„๊ธฐ (QoQ) 6,945,453,122 47.89%
2025.3Q ๋ถ„๊ธฐ (QoQ) 4,696,263,718 86.87%

์ˆœ์ด์ต

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ์ˆœ์ด์ต ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 14,756,087,568 -29.73%
2024 ์—ฐ๊ฐ„ (YoY) 20,998,990,602 -4.23%
2023 ์—ฐ๊ฐ„ (YoY) 21,925,959,777 -44.19%
2022 ์—ฐ๊ฐ„ (YoY) 39,283,550,000 -0.76%
2026.2Q ๋ถ„๊ธฐ (QoQ) 15,724,243,442 0.29%
2026.1Q ๋ถ„๊ธฐ (QoQ) 15,678,440,963 101.07%
2025.4Q ๋ถ„๊ธฐ (QoQ) 7,797,635,680 -7.76%
2025.3Q ๋ถ„๊ธฐ (QoQ) 8,453,775,652 279.71%

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -75,591

๊ธฐ๊ด€: 539

์™ธ์ธ: 73,443

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -2,032,417

๊ธฐ๊ด€: -3,031,379

์™ธ์ธ: 5,149,345

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-10-02 -75,591 539 73,443
2026-10-01 -988,948 251,866 765,097
2026-09-30 -67,004 -5,428 74,521
2026-09-29 -374,096 752 369,740
2026-09-28 -67,114 -43,094 99,306
2026-09-23 17,337 -27,770 13,049
2026-09-22 -178,362 -12,510 181,934
2026-09-21 -27,976 9,255 17,828
2026-09-18 417,192 -52,758 -367,959
2026-09-17 -200,244 79,968 122,539
2026-09-16 64,599 -16,121 -51,016
2026-09-15 -101,758 33,842 68,421
2026-09-14 15,897 27,085 -43,848
2026-09-11 156,839 -119,304 -38,886
2026-09-10 -32,084 -2,029,113 2,064,626
2026-09-09 174,411 -262,987 88,898
2026-09-08 48,084 -110,830 63,383
2026-09-07 117,786 70,421 -184,781
2026-09-04 84,811 -126,647 41,887
2026-09-03 8,520 -68,765 66,643
2026-09-02 -21,865 -124,800 145,452

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-10-02 -1,029,566 -2,526,399 3,570,277
2026-10-01 -953,975 -2,526,938 3,496,834
2026-09-30 34,973 -2,778,804 2,731,737
2026-09-29 101,977 -2,773,376 2,657,216
2026-09-28 476,073 -2,774,128 2,287,476
2026-09-23 543,187 -2,731,034 2,188,170
2026-09-22 525,850 -2,703,264 2,175,121
2026-09-21 704,212 -2,690,754 1,993,187
2026-09-18 732,188 -2,700,009 1,975,359
2026-09-17 314,996 -2,647,251 2,343,318
2026-09-16 515,240 -2,727,219 2,220,779
2026-09-15 450,641 -2,711,098 2,271,795
2026-09-14 552,399 -2,744,940 2,203,374
2026-09-11 536,502 -2,772,025 2,247,222
2026-09-10 379,663 -2,652,721 2,286,108
2026-09-09 411,747 -623,608 221,482
2026-09-08 237,336 -360,621 132,584
2026-09-07 189,252 -249,791 69,201
2026-09-04 71,466 -320,212 253,982
2026-09-03 -13,345 -193,565 212,095
2026-09-02 -21,865 -124,800 145,452

์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
456,980,321,475 20.74% 79.26%

๋งค์ถœ ๊ตฌ์„ฑ

๊ตฌ์„ฑ ์š”์†Œ ๋น„์œจ
์ˆ˜์ถœ 88.4%
๋‚ด์ˆ˜ 11.6%

๊ณต๋งค๋„ ํ˜„ํ™ฉ

์ตœ๊ทผ ๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰: 31,344 (1.94%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 281,894 (0.41%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2026-10-02 34,450 31,344 1.94%
2026-10-01 33,950 60,124 1.81%
2026-09-30 30,850 45,898 4.96%
2026-09-29 30,800 110,235 5.65%
2026-09-28 28,850 14,153 2.13%
2026-09-23 29,150 44,787 6.17%
2026-09-22 28,900 13,671 1.12%
2026-09-21 28,650 36,707 3.74%
2026-09-18 27,750 148,499 9.50%
2026-09-17 28,550 12,007 1.80%
2026-09-16 27,150 24,144 5.45%
2026-09-15 27,750 17,621 2.41%
2026-09-14 26,650 48,810 5.72%
2026-09-11 27,650 104,156 9.70%
2026-09-10 28,900 162,481 3.72%
2026-09-09 27,350 237,508 17.93%
2026-09-08 27,150 10,146 1.42%
2026-09-07 28,100 289,995 31.94%
2026-09-04 27,900 104,521 15.25%
2026-09-03 27,550 45,495 8.11%
2026-09-02 28,050 44,712 7.23%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2026-09-30 30,850 281,894 0.41%
2026-09-29 30,800 314,186 0.46%
2026-09-28 28,850 373,560 0.55%
2026-09-23 29,150 392,291 0.58%
2026-09-22 28,900 396,499 0.58%
2026-09-21 28,650 426,556 0.63%
2026-09-18 27,750 424,867 0.62%
2026-09-17 28,550 287,701 0.42%
2026-09-16 27,150 263,687 0.39%
2026-09-15 27,750 227,525 0.33%
2026-09-14 26,650 230,980 0.34%
2026-09-11 27,650 221,540 0.32%
2026-09-10 28,900 244,281 0.36%
2026-09-09 27,350 696,599 1.02%
2026-09-08 27,150 795,478 1.17%
2026-09-07 28,100 821,952 1.21%
2026-09-04 27,900 737,273 1.08%
2026-09-03 27,550 705,669 1.03%
2026-09-02 28,050 704,144 1.03%
2026-09-01 28,050 688,510 1.01%
2026-08-31 28,450 662,176 0.97%

์—…์ข… ๋‚ด ๋น„๊ต

์ „์ž์žฅ๋น„/๊ธฐ๊ธฐ ์—…์ข…(96๊ฐœ) ์—ฐ๊ฐ„ ๊ธฐ์ค€

ํ•ญ๋ชฉ ํ˜„์žฌ ์ข…๋ชฉ ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 23,223.535 19,660.82 8์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) 48.91 4.98 14์œ„
PBR 6.515 1.84 9์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) 4.483 -9.62 39์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 0.412 1.88 26์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 7.454 -11.91 19์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 6.343 -12.16 23์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 22.428 97.37 79์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 2,326.472 6,320.18 28์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) 173.423 208.45 20์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) 147.561 66.75 19์œ„