์›์ตIPS ๋กœ๊ณ 

์›์ตIPS (240810) ์ฃผ๊ฐ€ ๋ฐ ์ข…๋ชฉ ์ •๋ณด

์›์ตIPS ์‹ค์‹œ๊ฐ„ ์ฃผ๊ฐ€

์›์ตIPS ํ˜„์žฌ๊ฐ€ ์ƒ์„ธ ์ •๋ณด
ํ•ญ๋ชฉ ๊ฐ’
ํ˜„์žฌ๊ฐ€ 118,600 ์›
๋ณ€๋™๋Ÿ‰ โ–ผ 2500.00 ์›
๋ณ€๋™๋ฅ  -2.06%
๊ฑฐ๋ž˜๋Ÿ‰ 398,833
๊ฑฐ๋ž˜๋Œ€๊ธˆ 48,412,219,900 ์›

์›์ตIPS ์ผ๋ณ„ ์ฃผ๊ฐ€

์›์ตIPS์˜ ๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
3/3/2026 124,500 134,900 107,500 107,500 1,438,624 170,216,047,900
3/4/2026 121,200 138,500 119,800 132,800 1,447,108 191,943,792,900
3/5/2026 136,900 141,700 131,300 137,800 1,010,004 137,911,756,100
3/8/2026 129,500 131,200 121,400 124,300 748,304 93,659,848,000
3/9/2026 137,800 138,300 124,300 125,900 892,024 115,430,349,400
3/10/2026 129,100 129,400 119,500 120,000 710,156 87,184,599,500
3/11/2026 119,000 123,500 117,000 123,500 665,569 80,375,855,200
3/12/2026 117,500 121,000 115,100 119,000 503,211 59,525,221,450
3/15/2026 117,900 122,900 116,700 121,100 366,947 43,934,315,850
3/16/2026 124,900 125,000 118,600 118,600 398,833 48,412,219,900

๊ด€๋ จ ํ…Œ๋งˆ

  • OLED : ๋ฐ˜๋„์ฒด ์ฆ์ฐฉ ์žฅ๋น„ ๋ฐ ์žฅ์น˜, LCD/AMOLED ์žฅ๋น„, SOLARCELL ์žฅ๋น„ ๋“ฑ์„ ์ œ์กฐ, ํŒ๋งคํ•˜๋Š” ์—…์ฒด๋กœ AMOLED์šฉ DryEtcher๋ฅผ ์ƒ์‚ฐํ•˜๊ณ  ์žˆ์Œ
  • ํƒœ์–‘๊ด‘ : ๋ฐ˜๋„์ฒด ์ฆ์ฐฉ ์žฅ๋น„ ๋ฐ ์žฅ์น˜, LCD/AMOLED ์žฅ๋น„, SOLAR CELL ์žฅ๋น„ ๋“ฑ์„ ์ œ์กฐ, ํŒ๋งคํ•˜๋Š” ์—…์ฒด๋กœ SOLAR CELL ์žฅ๋น„์ธ RIEEtcher ๋“ฑ์˜ ์„ค๋น„๋ฅผ ์ƒ์‚ฐ
  • ์‹œ์Šคํ…œ๋ฐ˜๋„์ฒด : ์›์ต ๊ทธ๋ฃน ๊ณ„์—ด์‚ฌ๋กœ ๋ฐ˜๋„์ฒด ์ฆ์ฐฉ ์žฅ๋น„ ๋ฐ ์žฅ์น˜, Display ์–‘์‚ฐ ์žฅ๋น„, SOLAR CELL ์žฅ๋น„ ๋“ฑ์„ ์ œ์กฐ ๋ฐ ํŒ๋งค์—…์„ ์˜์œ„ํ•˜๋ฉฐ ์‚ผ์„ฑ ์ „์ž์˜ ํ•ต์‹ฌ ์žฅ๋น„ ๊ณต๊ธ‰ ์—…์ฒด ์ค‘ ํ•˜๋‚˜
  • ์‚ผ์„ฑ์ „์ž : ๋ฐ˜๋„์ฒด์šฉ PECVD์žฅ๋น„, ALD์žฅ๋น„, ๋””์Šคํ”Œ๋ ˆ์ด์šฉ Dry Etcher ์žฅ๋น„ ๋“ฑ์„ ์ƒ์‚ฐํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ, ์‚ผ์„ฑ์ „์ž๋ฅผ ์ฃผ์š” ๊ณ ๊ฐ์‚ฌ๋กœ ๋‘๊ณ  ์žˆ์Œ
  • LCD ์žฅ๋น„ : ๋ฐ˜๋„์ฒด ์ฆ์ฐฉ ์žฅ๋น„ ๋ฐ ์žฅ์น˜, LCD, AMOLED ์žฅ๋น„, SOLARCELL ์žฅ๋น„ ๋“ฑ์„ ์ œ์กฐ, ํŒ๋งคํ•˜๋Š” ์—…์ฒด
  • ๋ฉ”๋ชจ๋ฆฌ๋ฐ˜๋„์ฒด : ์ธ์  ๋ถ„ํ• ๋กœ ์›์ตํ™€๋”ฉ์Šค๊ฐ€ ์˜์œ„ํ•˜๋˜ ์‚ฌ์—… ์ค‘ ๋ฐ˜๋„์ฒด, Display ๋ฐ Solar ์žฅ๋น„์˜ ์ œ์กฐ ์‚ฌ์—… ๋ถ€๋ฌธ์„ ๋‹ด๋‹นํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์›์ตํ…Œ๋ผ์„ธ๋ฏธ์ฝ˜๊ณผ์˜ ํ•ฉ๋ณ‘์œผ๋กœ ๊ตญ๋‚ด ๋Œ€ํ˜• ๋ฐ˜๋„์ฒด ์žฅ๋น„ ๊ธฐ์—…์œผ๋กœ ๋„์•ฝํ•œ ๋ฐ” ์žˆ์Œ
  • D๋žจ : ์ธ์  ๋ถ„ํ• ๋กœ ์›์ตํ™€๋”ฉ์Šค๊ฐ€ ์˜์œ„ํ•˜๋˜ ์‚ฌ์—… ์ค‘ ๋ฐ˜๋„์ฒด, Display ๋ฐ Solar ์žฅ๋น„์˜ ์ œ์กฐ ์‚ฌ์—… ๋ถ€๋ฌธ์„ ๋‹ด๋‹นํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์›์ตํ…Œ๋ผ์„ธ๋ฏธ์ฝ˜๊ณผ์˜ ํ•ฉ๋ณ‘์œผ๋กœ ๊ตญ๋‚ด ๋Œ€ํ˜• ๋ฐ˜๋„์ฒด ์žฅ๋น„ ๊ธฐ์—…์œผ๋กœ ๋„์•ฝํ•œ ๋ฐ” ์žˆ์Œ
  • 3D๋‚ธ๋“œ : ์›์ต ๊ทธ๋ฃน ๊ณ„์—ด์‚ฌ๋กœ ๋ฐ˜๋„์ฒด ์ฆ์ฐฉ ์žฅ๋น„ ๋ฐ ์žฅ์น˜, Display ์–‘์‚ฐ ์žฅ๋น„, SOLAR CELL ์žฅ๋น„ ๋“ฑ์„ ์ œ์กฐ ๋ฐ ํŒ๋งค์—…์„ ์˜์œ„ํ•˜๋ฉฐ ์‚ผ์„ฑ ์ „์ž์˜ ํ•ต์‹ฌ ์žฅ๋น„ ๊ณต๊ธ‰ ์—…์ฒด ์ค‘ ํ•˜๋‚˜
  • ๋ฐ˜๋„์ฒด์ƒ์‚ฐ : ์›์ต ๊ทธ๋ฃน ๊ณ„์—ด์‚ฌ๋กœ ๋ฐ˜๋„์ฒด ์ฆ์ฐฉ ์žฅ๋น„ ๋ฐ ์žฅ์น˜, Display ์–‘์‚ฐ ์žฅ๋น„, SOLAR CELL ์žฅ๋น„ ๋“ฑ์„ ์ œ์กฐ ๋ฐ ํŒ๋งค์—…์„ ์˜์œ„ํ•˜๋ฉฐ ์‚ผ์„ฑ ์ „์ž์˜ ํ•ต์‹ฌ ์žฅ๋น„ ๊ณต๊ธ‰ ์—…์ฒด ์ค‘ ํ•˜๋‚˜
  • ๋ฐ˜๋„์ฒด์žฅ๋น„ : ์›์ต ๊ทธ๋ฃน ๊ณ„์—ด์‚ฌ๋กœ ๋ฐ˜๋„์ฒด ์ฆ์ฐฉ ์žฅ๋น„ ๋ฐ ์žฅ์น˜, Display ์–‘์‚ฐ ์žฅ๋น„, SOLAR CELL ์žฅ๋น„ ๋“ฑ์„ ์ œ์กฐ ๋ฐ ํŒ๋งค์—…์„ ์˜์œ„ํ•˜๋ฉฐ ์‚ผ์„ฑ ์ „์ž์˜ ํ•ต์‹ฌ ์žฅ๋น„ ๊ณต๊ธ‰ ์—…์ฒด ์ค‘ ํ•˜๋‚˜
  • ๋ฐ˜๋„์ฒด์ „๊ณต์ • : ์›์ต ๊ทธ๋ฃน ๊ณ„์—ด์‚ฌ๋กœ ๋ฐ˜๋„์ฒด ์ฆ์ฐฉ ์žฅ๋น„ ๋ฐ ์žฅ์น˜, Display ์–‘์‚ฐ ์žฅ๋น„, SOLAR CELL ์žฅ๋น„ ๋“ฑ์„ ์ œ์กฐ ๋ฐ ํŒ๋งค์—…์„ ์˜์œ„ํ•˜๋ฉฐ ์‚ผ์„ฑ ์ „์ž์˜ ํ•ต์‹ฌ ์žฅ๋น„ ๊ณต๊ธ‰ ์—…์ฒด ์ค‘ ํ•˜๋‚˜
  • ์—”๋น„๋””์•„ : ๋ฐ˜๋„์ฒด ์ œ์กฐ ์žฅ๋น„ ์ „๋ฌธ๊ธฐ์—…์œผ๋กœ ์‚ผ์„ฑ์ „์ž, SKํ•˜์ด๋‹‰์Šค์— ์ฆ์ฐฉ ๋ฐ ์—ด์ฒ˜๋ฆฌ ์žฅ๋น„๋ฅผ ๊ณต๊ธ‰ํ•˜๋ฉฐ, HBM ๋ฐ AI GPU ์ œ์กฐ๋ฅผ ์œ„ํ•œ ์ „๊ณต์ • ์žฅ๋น„ ์ˆ˜์š” ์ฆ๊ฐ€์˜ ์ˆ˜ํ˜œ๋ฅผ ๋ฐ›๋Š” ๊ธฐ์—…์ด๊ธฐ์— ์—”๋น„๋””์•„ ๊ด€๋ จ์ฃผ๋กœ ๋ถ„๋ฅ˜๋œ ๋ฐ” ์žˆ์Œ

์›์ตIPS ํšŒ์‚ฌ ์ •๋ณด

์‹œ์žฅ ์‹œ๊ฐ€์ด์•ก ๊ธฐ์—…์ˆœ์œ„ ์ฃผ์‹์ˆ˜ ์™ธ๊ตญ์ธ ๋น„์ค‘ ์‚ฐ์—…๊ตฐ ์„ธ๋ถ€ ์‚ฐ์—…๊ตฐ 52์ฃผ ์ตœ๊ณ  52์ฃผ ์ตœ์ €
kosdaq 58,213์–ต 14์œ„ 49,083,901 18.05% ํ•˜๋“œ์›จ์–ด/IT์žฅ๋น„ ๋ฐ˜๋„์ฒด/๋ฐ˜๋„์ฒด์žฅ๋น„ 143,000 20,800

์›์ตIPS ๊ธฐ์—… ๊ฐœ์š”

์›์ตIPS๋Š” ๋ฐ˜๋„์ฒด, Display, Solar Cell ์žฅ๋น„ ์ œ์กฐ ์‚ฌ์—…์„ ์˜์œ„ํ•˜๊ณ  ์žˆ๋Š” ๊ธฐ์—…์ด๋‹ค. ์ฃผ์š” ๋งค์ถœ์€ ๋ฐ˜๋„์ฒด, Display, Solar Cell ๋“ฑ์˜ ์ œํ’ˆ ํŒ๋งค์—์„œ ๋ฐœ์ƒํ•˜๊ณ  ์žˆ๋‹ค. ๋‹น์‚ฌ๋Š” ๋ฐ˜๋„์ฒด ์ œ์กฐ๊ณต์ • ์ค‘ ๊ฐ€์žฅ ๊ธฐ์ˆ  ๋‚œ์ด๋„๊ฐ€ ๋†’์€ ๊ธฐํŒ ์œ„์— ํšŒ๋กœ ํŒจํ„ด์„ ํ˜•์„ฑํ•˜๋Š” ๊ณต์ • ์žฅ๋น„ ์‚ฌ์—…์„ ์˜์œ„ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ๊ทธ ์ค‘ ๋ฐ•๋ง‰ ํ˜•์„ฑ์„ ์œ„ํ•œ ์ฆ์ฐฉ ์žฅ๋น„์™€ ์—ด์ฒ˜๋ฆฌ ์žฅ๋น„๋ฅผ ์ฃผ๋กœ ๊ณต๊ธ‰ํ•˜๊ณ  ์žˆ๋‹ค.

์›์ตIPS AI์˜ˆ์ธก

AI์˜ˆ์ธก๊ธฐ๋Š” ์›์ตIPS์„ ๊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.

์›์ตIPS ์ง€ํ‘œ๋ถ„์„

์ˆ˜์ต๋ฅ  1์œ„ ๋งค๋งค์ „๋žต์€ ์›์ตIPS์„ ๋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‹  ์›์ตIPS ๊ด€๋ จ ๋‰ด์Šค

[์ธํฌ์Šคํƒ๋ฐ์ผ๋ฆฌ=์œค์„œ์—ฐ ๊ธฐ์ž]โ–ถ๋งˆ๊ฐ์ฒดํฌโ–  ์ฝ”์Šคํ”ผ์ง€์ˆ˜์ฝ”์Šคํ”ผ์ง€์ˆ˜๋Š” 1.63% ์ƒ์Šนํ•œ 5640.48์— ๋งˆ๊ฐํ–ˆ๋‹ค.๋ฐค์‚ฌ์ด ๋‰ด์š•์ฆ์‹œ๊ฐ€ ํ˜ธ๋ฅด๋ฌด์ฆˆ ํ•ดํ˜‘ ๊ธด์žฅ ์ผ๋ถ€ ์™„ํ™” ์† ๊ตญ์ œ์œ ๊ฐ€ ํ•˜๋ฝ ๋“ฑ์— ์ƒ์Šนํ–ˆ๊ณ , ์œ ๋Ÿฝ ์ฃผ์š”๊ตญ ์ฆ์‹œ๋„ ์ผ์ œํžˆ ์ƒ์Šนํ–ˆ๋‹ค. ์ด๋‚  ์ฝ”์Šคํ”ผ์ง€์ˆ˜๋Š” 5711.80์œผ๋กœ ๊ธ‰๋“ฑ ์ถœ๋ฐœํ–ˆ๋‹ค. ์žฅ์ดˆ๋ฐ˜ 5717.13์—์„œ ์žฅ์ค‘ ๊ณ ์ ์„ ํ˜•์„ฑํ•œ ์ง€์ˆ˜๋Š” ์ผ๋ถ€ ์ƒ์Šนํญ์„ ๋ฐ˜๋‚ฉํ•ด ์˜ค์ „ ์ค‘ 5670์„  ๋ถ€๊ทผ์œผ๋กœ ๋ฐ€๋ ค๋‚˜๊ธฐ๋„ ํ–ˆ๋‹ค. ์˜ค์ „ ์žฅ ํ›„๋ฐ˜ ์‹œ์ดˆ๊ฐ€ ๋ถ€๊ทผ๊นŒ์ง€ ์ƒ์Šนํญ์„ ํ‚ค์šฐ๊ธฐ๋„ ํ–ˆ์ง€๋งŒ, ์˜คํ›„ ๋“ค์–ด 5680์„  ๋ถ€๊ทผ์—์„œ ๋“ฑ๋ฝ์„ ๋ณด์ž„์˜€๋‹ค. ์žฅํ›„๋ฐ˜ ์žฌ์ฐจ ์ƒ์Šนํญ์„ ํ™•๋Œ€ํ•ด 571

๋‚ด์ผ์˜์ „๋žต ์—”๋น„๋””์•„์˜ ์—ฐ๋ก€ ๊ฐœ๋ฐœ์ž ํšŒ์˜ '์—”๋น„๋””์•„ ๊ทธ๋ž˜ํ”ฝ์ฒ˜๋ฆฌ์žฅ์น˜ ํ…Œํฌ ์ปจํผ๋Ÿฐ์Šค(GTC)' 2026์—์„œ ํ•œ๊ตญ ๊ธฐ์—…์ด ๋งนํ™œ์•ฝํ•˜๋ฉด์„œ ์žฅ์ค‘ 2~3%๋Œ€ ๊ฐ•์„ธ๊ฐ€ ์žฅ ์ดˆ๋ฐ˜ ์œ ์ง€๋๋‹ค. ๊ทธ๋Ÿฌ๋‚˜ ์žฅ ํ›„๋ฐ˜ ์ฐจ์ต์‹คํ˜„ ๋งค๋ฌผ์ด ๋‚˜์˜ค๋ฉด์„œ ์ฝ”์Šคํ”ผ๊ฐ€ ์žฅ ๋งˆ๊ฐ ์ง์ „ ์ƒ์Šนํญ์„ ์ ˆ๋ฐ˜๊ฐ€๋Ÿ‰ ๋ฐ˜๋‚ฉํ–ˆ๋‹ค. ์ด๋ž€ ์‚ฌํƒœ ์žฅ๊ธฐํ™” ์šฐ๋ ค ํ™•์‚ฐ๋„ ์žฅ ๋ง‰ํŒ ํ•˜๋ฝ์— ์˜ํ–ฅ์„ ์คฌ๋‹ค. ์—…๊ณ„๋Š” ์ „์Ÿ์ด ๋๋‚˜์ง€ ์•Š๋Š” ํ•œ ์ด๊ฐ™์€ ๊ธ‰๋ณ€๋™์€ ์–ธ์ œ๋“  ๋ฐœ์ƒํ•  ์ˆ˜ ์žˆ๋‹ค๋Š” ์‚ฌ์‹ค์„ ์—ผ๋‘์— ๋‘๊ณ  ํˆฌ์ž์— ์ž„ํ•ด์•ผ ํ•œ๋‹ค๊ณ  ์กฐ์–ธํ•œ๋‹ค. 17์ผ ์ฝ”์Šคํ”ผ๋Š” ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ 90.63ํฌ์ธํŠธ(1.63%) ์˜ค๋ฅธ 5640.48์— ๊ฑฐ๋ž˜๋ฅผ ๋งˆ์ณค๋‹ค. ์ฝ”์Šคํ”ผ๋Š” ์ด๋‚  GTC๋ฐœ ํ›ˆํ’์œผ๋กœ ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ 161.95ํฌ์ธํŠธ(2.92%) ์˜ค๋ฅธ 5711.80์œผ๋กœ ์ถœ๋ฐœํ•ด ์žฅ ๋‚ด๋‚ด 2~3% ๊ฐ•์„ธ๋ฅผ ์œ ์ง€ํ–ˆ๋‹ค. ๊ทธ๋Ÿฌ๋‚˜ ์˜คํ›„ 3์‹œ ์ดํ›„ 1%๋Œ€ ์•ฝ์„ธ๋กœ ๋‚ด๋ ค์™€ ๊ทธ๋Œ€๋กœ ์žฅ์„ ๋งˆ๋ฌด๋ฆฌ์ง€์—ˆ๋‹ค....

[์ดˆ์ด์Šค๊ฒฝ์ œ ์ด์˜๋ž€ ๊ธฐ์ž] 17์ผ ์ฝ”์Šคํ”ผ ์ง€์ˆ˜๊ฐ€ ์™ธ๊ตญ์ธ๊ณผ ๊ธฐ๊ด€์˜ ๋งค๋„ ๊ณต์„ธ ์†์— ์†Œํญ(0.12%) ํ•˜๋ฝํ•˜๋ฉฐ 1136์„ ์—์„œ ๋งˆ๊ฐํ–ˆ๋‹ค. ์—”๋น„๋””์•„์˜ ์—ฐ๋ก€ ๊ฐœ๋ฐœ์ž ํšŒ์˜(GTC) ๊ฐœ์ตœ์— ๋”ฐ๋ฅธ AI(์ธ๊ณต์ง€๋Šฅ) ํˆฌ์ž ํ™•๋Œ€ ๊ธฐ๋Œ€๊ฐ ์†์— 1%๋Œ€ ์ƒ์Šนํ•˜๋˜ ์ฝ”์Šค๋‹ฅ ์ง€์ˆ˜๋Š” ๊ตญ์ œ์œ ๊ฐ€์˜ ๊ธ‰๋ฐ˜๋“ฑ ์†์— ์žฅ ๋ง‰ํŒ์— ์ƒ์Šน๋ถ„์„ ๋ชจ๋‘ ๋ฐ˜๋‚ฉํ–ˆ๋‹ค. ํŠนํžˆ ๋ฐ˜๋„์ฒด ์†Œ๋ถ€์žฅ(์†Œ์žฌยท๋ถ€ํ’ˆยท์žฅ๋น„)์ฃผ๋“ค์ด ๋ถ€์ง„ํ•œ ํ๋ฆ„์„ ๋‚˜ํƒ€๋ƒˆ๋‹ค. ํ•œ๊ตญ๊ฑฐ๋ž˜์†Œ์— ๋”ฐ๋ฅด๋ฉด 2์ฐจ์ „์ง€์ฃผ ์ค‘ ์ฝ”์Šค๋‹ฅ ์‹œ์ด 1์œ„ ์—์ฝ”ํ”„๋กœ๋Š” 2.33% ์ƒ์Šนํ–ˆ๊ณ  ์—์ฝ”ํ”„๋กœ๋น„์— (3.26%), ๋ ˆ์ดํฌ๋จธํ‹ฐ๋ฆฌ์–ผ์ฆˆ(1.08%) ๋“ฑ๋„ ์˜ฌ๋ž๋‹ค. ์—”์ผ์€

๋งˆ๊ฐ์‹œํ™ฉ ์—”๋น„๋””์•„ ๋ฐœ(็™ผ) ๋ฐ˜๋„์ฒด ์žฅ์„ธ๋กœ ์žฅ์ค‘ ์•ˆ์ •์ ์ธ ๊ฐ•์„ธ๋ฅผ ์ด์–ด๊ฐ€๋˜ ์ฝ”์Šคํ”ผ๊ฐ€ ์˜คํ›„ ๋“ค์–ด ๋ฐ˜๋“ฑํ•œ ๊ตญ์ œ ์œ ๊ฐ€์™€ ๊ฐœ์ธ๊ณผ ์™ธ๊ตญ์ธ์˜ ์ฐจ์ต์‹คํ˜„ ๋งค๋ฌผ ์ถœํ˜„ ๋“ฑ ์˜ํ–ฅ์œผ๋กœ 5700์„  ์•„๋ž˜์—์„œ ๋งˆ๊ฐํ–ˆ๋‹ค. ์ฝ”์Šค๋‹ฅ์—์„œ๋„ ์™ธ๊ตญ์ธ์˜ 'ํŒ”์ž'๊ฐ€ ๊ธ‰๊ฒฉํžˆ ๋Š˜๋ฉด์„œ ์•ฝ์„ธ๋กœ ์žฅ์„ ๋งˆ๋ฌด๋ฆฌํ–ˆ๋‹ค. 17์ผ ์ฝ”์Šคํ”ผ๋Š” ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ 90.63ํฌ์ธํŠธ(1.63%) ์˜ค๋ฅธ 5640.48์— ๊ฑฐ๋ž˜๋ฅผ ๋งˆ์ณค๋‹ค. ์ฝ”์Šคํ”ผ๋Š” ์ด๋‚  ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ 161.95ํฌ์ธํŠธ(2.92%) ์˜ค๋ฅธ 5711.80์œผ๋กœ ์ถœ๋ฐœํ•ด ์žฅ ๋‚ด๋‚ด 5700์„  ๊ทผ์ฒ˜์—์„œ ์›€์ง์ด๋ฉฐ 2~3% ๊ฐ•์„ธ๋ฅผ ์œ ์ง€ํ–ˆ์œผ๋‚˜, ์˜คํ›„ 3์‹œ ์ดํ›„ 1%๋Œ€ ์•ฝ์„ธ๋กœ ๋‚ด๋ ค์™€ ๊ทธ๋Œ€๋กœ ์žฅ์„ ๋งˆ๋ฌด๋ฆฌ ์ง€์—ˆ๋‹ค....

[๋ฐ์ผ๋ฆฌํ•œ๊ตญ ์ž„์œ ์ง„ ๊ธฐ์ž] ์‹ ํ•œ์ž์‚ฐ์šด์šฉ์€ ๊ตญ๋‚ด ๋ฐ˜๋„์ฒด ๋Œ€ํ‘œ ๊ธฐ์—…์ธ ์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค์˜ ํˆฌ์ž ๋น„์ค‘์„ 65%๊นŒ์ง€ ๋†’์ธ โ€˜SOL AI๋ฐ˜๋„์ฒดTOP2ํ”Œ๋Ÿฌ์Šค ETFโ€™ ๋ฅผ ์œ ๊ฐ€์ฆ๊ถŒ ์‹œ์žฅ์— ์‹ ๊ทœ ์ƒ์žฅํ•œ๋‹ค๊ณ  17์ผ ๋ฐํ˜”๋‹ค. ์ด ETF๋Š” ์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค๋ฅผ ๊ฐ๊ฐ 25%์”ฉ ํŽธ์ž…ํ•˜๊ณ , SKํ•˜์ด๋‹‰์Šค์˜ ์ง€์ฃผ์‚ฌ์ธ SK์Šคํ€˜์–ด๋ฅผ 15% ๋‹ด์•„ SKํ•˜์ด๋‹‰์Šค์˜ ๋…ธ์ถœ๋„๋ฅผ ์•ฝ 40% ์ˆ˜์ค€๊นŒ์ง€ ํ™•๋Œ€ํ•œ ๊ฒƒ์ด ํŠน์ง•์ด๋‹ค. ์—ฌ๊ธฐ์— ์‚ผ์„ฑ์ „๊ธฐ, ์ด์ˆ˜ํŽ˜ํƒ€์‹œ์Šค, ๋ฆฌ๋…ธ๊ณต์—…, ์›์ตIPS ๋“ฑ ๋ฐ˜๋„์ฒด ์Šˆํผ์‚ฌ์ดํด์˜ ์ˆ˜ํ˜œ๊ฐ€ ๊ธฐ๋Œ€๋˜๋Š” ์šฐ๋Ÿ‰ ์†Œ๋ถ€์žฅ ์ข…๋ชฉ์„ ํŽธ์ž…ํ•ด, ๋ฐ˜๋„์ฒด ๋Œ€ํ˜•์ฃผ์™€ ํ•ต์‹ฌ ๋ฐธ๋ฅ˜

์›์ตIPS ๋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 748,176,487,524 8.38% 10,641,636,214 158.87% 20,748,346,848 253.60%
2023.4Q 690,337,586,778 -31.75% -18,074,991,250 -118.53% -13,507,700,947 -115.10%
2022.4Q 1,011,485,000,000 -17.92% 97,554,874,000 -40.56% 89,438,220,000 -38.37%
2021.4Q 1,232,302,200,000 12.96% 164,128,980,000 16.74% 145,116,950,000 48.35%

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: 115,750

๊ธฐ๊ด€: -45,455

์™ธ์ธ: -72,232

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -805,091

๊ธฐ๊ด€: 4,700,044

์™ธ์ธ: -3,922,860

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-03-17 115,750 -45,455 -72,232
2026-03-16 -29,509 20,925 2,804
2026-03-13 79,392 -7,010 -74,559
2026-03-12 -18,213 164,226 -151,690
2026-03-11 310,537 -190,457 -125,470
2026-03-10 280,806 -376 -283,641
2026-03-09 114,720 46,048 -166,652
2026-03-06 119,755 174,968 -299,201
2026-03-05 -216,547 282,579 -60,790
2026-03-04 101,091 74,834 -177,420
2026-03-03 -188,925 332,982 -143,682
2026-02-27 -46,586 342,858 -298,842
2026-02-26 54,531 169,832 -229,174
2026-02-25 82,809 2,540 -84,405
2026-02-24 -2,398 12,352 -9,338
2026-02-23 128,630 -121,738 -5,977
2026-02-20 -26,992 44,335 -15,700
2026-02-19 -125,762 105,448 21,790
2026-02-13 364,860 -245,494 -117,307
2026-02-12 -166,344 119,280 45,868
2026-02-11 -2,042 -2,201 3,428

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-03-17 929,563 1,280,476 -2,242,190
2026-03-16 813,813 1,325,931 -2,169,958
2026-03-13 843,322 1,305,006 -2,172,762
2026-03-12 763,930 1,312,016 -2,098,203
2026-03-11 782,143 1,147,790 -1,946,513
2026-03-10 471,606 1,338,247 -1,821,043
2026-03-09 190,800 1,338,623 -1,537,402
2026-03-06 76,080 1,292,575 -1,370,750
2026-03-05 -43,675 1,117,607 -1,071,549
2026-03-04 172,872 835,028 -1,010,759
2026-03-03 71,781 760,194 -833,339
2026-02-27 260,706 427,212 -689,657
2026-02-26 307,292 84,354 -390,815
2026-02-25 252,761 -85,478 -161,641
2026-02-24 169,952 -88,018 -77,236
2026-02-23 172,350 -100,370 -67,898
2026-02-20 43,720 21,368 -61,921
2026-02-19 70,712 -22,967 -46,221
2026-02-13 196,474 -128,415 -68,011
2026-02-12 -168,386 117,079 49,296
2026-02-11 -2,042 -2,201 3,428

์›์ตIPS ์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
1,206,305,719,572 22.53% 77.47%

์›์ตIPS ๋งค์ถœ ๊ตฌ์„ฑ

๊ตฌ์„ฑ ์š”์†Œ ๋น„์œจ
๋ฐ˜๋„์ฒด, Display, Solar Cell [์ œํ’ˆ] 87.6%
์žฅ๋น„ ๋ฐ ์žฅ์น˜ ์œ ์ง€๋ณด์ˆ˜์— ํ•„์š”ํ•œ ๋ถ€ํ’ˆ, ๊ธฐ์ˆ ์šฉ์—ญ ๋“ฑ [์ƒํ’ˆ/์šฉ์—ญ] 12.4%

์›์ตIPS ๊ณต๋งค๋„ ํ˜„ํ™ฉ

์ตœ๊ทผ ๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰: 34,522 (6.33%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 646,295 (1.32%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2026-03-17 118,600 34,522 6.33%
2026-03-16 121,100 51,480 10.26%
2026-03-13 119,000 55,836 8.76%
2026-03-12 123,500 80,863 10.40%
2026-03-11 120,000 94,690 9.58%
2026-03-10 125,900 182,384 14.61%
2026-03-09 124,300 121,097 13.07%
2026-03-06 137,800 79,047 5.87%
2026-03-05 132,800 137,191 7.25%
2026-03-04 107,500 55 0.00%
2026-03-03 123,500 156,364 8.58%
2026-02-27 125,600 99,609 6.84%
2026-02-26 126,500 145,521 7.25%
2026-02-25 114,800 90,221 17.72%
2026-02-24 116,500 59,431 11.29%
2026-02-23 113,900 117,820 12.97%
2026-02-20 119,300 110,287 12.66%
2026-02-19 116,900 141,741 12.33%
2026-02-13 109,200 84,929 7.76%
2026-02-12 133,400 52,561 8.64%
2026-02-11 102,800 11,576 3.42%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2026-03-13 119,000 646,295 1.32%
2026-03-12 123,500 617,218 1.26%
2026-03-11 120,000 633,089 1.29%
2026-03-10 125,900 594,692 1.21%
2026-03-09 124,300 506,073 1.03%
2026-03-06 137,800 484,166 0.99%
2026-03-05 132,800 470,676 0.96%
2026-03-04 107,500 615,495 1.25%
2026-03-03 123,500 585,820 1.19%
2026-02-27 125,600 522,417 1.06%
2026-02-26 126,500 527,762 1.08%
2026-02-25 114,800 487,958 0.99%
2026-02-24 116,500 459,571 0.94%
2026-02-23 113,900 474,318 0.97%
2026-02-20 119,300 481,742 0.98%
2026-02-19 116,900 596,346 1.21%
2026-02-13 109,200 627,126 1.28%
2026-02-12 133,400 609,154 1.24%
2026-02-11 102,800 608,572 1.24%
2026-02-10 104,300 617,759 1.26%
2026-02-09 117,100 604,992 1.23%

์›์ตIPS ์—…์ข… ๋‚ด ๋น„๊ต

๋ฐ˜๋„์ฒด/๋ฐ˜๋„์ฒด์žฅ๋น„ ์—…์ข…(153๊ฐœ) ์—ฐ๊ฐ„ ๊ธฐ์ค€

ํ•ญ๋ชฉ ์›์ตIPS ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 59,440.604 127,337.68 5์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) 75.281 -12.36 15์œ„
PBR 6.305 3.54 27์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) 2.366 -4.02 81์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 0.041 0.91 59์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 1.422 -7.4 88์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 2.773 -15.93 75์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 26.67 72.77 101์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 7,481.765 28,181.26 10์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) 106.416 4,543.45 54์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) 207.483 4,344.57 35์œ„