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[μ μν/μ΄μλ] 2μ°¨μ μ§/μ μλμ§
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μ μνμ¦κΆ μ΄μλ μ λ리μ€νΈ 곡μ μ±λμ λλ€. λ³Έ μ±λμλ μ»΄νλΌμ΄μΈμ€ μ μ°¨λ₯Ό κ±°μΉ λ¦¬μμΉ μλ£ λ° κ΄λ ¨ λ΄μ©μ 곡μ ν©λλ€. ν λ κ·Έλ¨ νλ«νΌμμ μλ λ ΈμΆλλ κ΄κ³ /μΆμ² μ½ν μΈ λ λ³Έ μ±λ λ° μ΄μμμ 무κ΄ν©λλ€.
Show moreπ Analytical overview of Telegram channel [μ μν/μ΄μλ] 2μ°¨μ μ§/μ μλμ§
Channel [μ μν/μ΄μλ] 2μ°¨μ μ§/μ μλμ§ (@anna7673) in the Korean language segment is an active participant. Currently, the community unites 10 611 subscribers, ranking 11 092 in the Economy & Finance category and 516 in the Korea region.
π Audience metrics and dynamics
Since its creation on Π½Π΅Π²ΡΠ΄ΠΎΠΌΠΎ, the project has demonstrated rapid growth, gathering an audience of 10 611 subscribers.
According to the latest data from 05 September, 2026, the channel demonstrates stable activity. Although there has been a change in the number of participants by 49 over the last 30 days and by -1 over the last 24 hours, overall reach remains high.
- Verification status: Not verified
- Engagement rate (ER): The average audience engagement rate is 13.22%. Within the first 24 hours after publication, content typically collects 9.25% reactions from the total number of subscribers.
- Post reach: On average, each post receives 1 403 views. Within the first day, a publication typically gains 981 views.
- Reactions and interaction: The audience actively supports content: the average number of reactions per post is 3.
π Description and content policy
The author describes the resource as a platform for expressing subjective opinions:
βμ μνμ¦κΆ μ΄μλ μ λ리μ€νΈ 곡μ μ±λμ
λλ€.
λ³Έ μ±λμλ μ»΄νλΌμ΄μΈμ€ μ μ°¨λ₯Ό κ±°μΉ λ¦¬μμΉ μλ£ λ° κ΄λ ¨ λ΄μ©μ 곡μ ν©λλ€.
ν
λ κ·Έλ¨ νλ«νΌμμ μλ λ
ΈμΆλλ κ΄κ³ /μΆμ² μ½ν
μΈ λ λ³Έ μ±λ λ° μ΄μμμ 무κ΄ν©λλ€.β
Thanks to the high frequency of updates (latest data received on 06 September, 2026), the channel maintains relevance and a high level of publication reach. Analytics show that the audience actively interacts with content, making it an important point of influence in the Economy & Finance category.
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-124 hours
+57 days
+4930 days
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Incoming and Outgoing Mentions
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| Date | Subscriber Growth | Mentions | Channels | |
| 05 September | 0 | |||
| 04 September | +2 | |||
| 03 September | +1 | |||
| 02 September | +6 | |||
| 01 September | +1 |
Channel Posts
μ μν 2μ°¨μ μ§ ν΅μ¬ μμ¬ κ°κ²© μ
λ°μ΄νΈ (9/4)
1. μκ·Ήμ¬
- NCM 523: 174,250μμ/ν€ (DoD -0.85%)
- NCM 622: 176,750μμ/ν€ (DoD -0.67%)
- NCM 811: 201,900μμ/ν€ (DoD -0.79%)
- LFP(EVμ©): 58,390μμ/ν€ (DoD -1.65%)
- LFP(ESSμ©): 55,740μμ/ν€ (DoD -1.73%)
2. μκ·Ήμ¬
- μΈμ‘° νμ°(κ³ κΈ EVμ©): 34,200μμ/ν€ (DoD 0.00%)
- μΈμ‘° νμ°(μ€κΈ EVμ©): 28,050μμ/ν€ (DoD 0.00%)
3. μ ν΄μ‘
- μ ν΄μ‘(μΌμκ³): 32,750μμ/ν€ (DoD 0.00%)
- μ ν΄μ‘(LFP): 32,150μμ/ν€ (DoD 0.00%)
4. λΆλ¦¬λ§
- μ΅μ λΆλ¦¬λ§(7ΞΌm): 0.91μμ/m2 (DoD 0.00%)
- 건μ λΆλ¦¬λ§(12ΞΌm)): 0.473μμ/m2 (DoD 0.00%)
(μΆμ²: SMM, λ¨μ: CNY/t, CNY/m2)
μ μν 2μ°¨μ μ§/μ μλμ§ μ΄μλ
https://t.me/anna7673
| 2 | μ μν 2μ°¨μ μ§ μμμ¬ κ°κ²© μ
λ°μ΄νΈ (9/4)
1. 리ν¬
- λ°°ν°λ¦¬κΈ νμ°λ¦¬ν¬: 152,000μμ/ν€ (DoD -2.56%)
- λ°°ν°λ¦¬κΈ μμ°ν리ν¬: 140,500μμ/ν€ (DoD -2.60%)
2. λμΌ
- λ°°ν°λ¦¬κΈ ν©μ°λμΌ: 30,250μμ/ν€ (DoD 0.00%)
3. μ½λ°νΈ
- μ€κ΅ ν©μ°μ½λ°νΈ: 71,000μμ/ν€ (DoD 0.00%)
4. ꡬ리
- ꡬ리(SMM 1# λ μκ·Ή): 109,975μμ/ν€ (DoD +0.58%)
5. μ루미λ
- μ루미λ μκ³³(SMM A00): 24,360μμ/ν€ (DoD +0.04%)
6. λ§κ°
- λ°°ν°λ¦¬κΈ ν©μ°λ§κ°: 7,710μμ/ν€ (DoD 0.00%)
7. ν¬ν λ₯
- Pr-Nd μ°νλ¬Ό: 736,000μμ/ν€ (DoD +0.82%)
(μΆμ²: SMM, λ¨μ: CNY/t)
μ μν 2μ°¨μ μ§/μ μλμ§ μ΄μλ
https://t.me/anna7673 | 724 |
| 3 | [9/4 YSK China Sector Daily]
β μ£Όμ μ§μ
SSE 3,942.09pt (+0.0%)
SZSE 13,625.12pt (+0.1%)
ChiNext 3,312.54pt (+0.0%)
Star50 1,611.17pt (-0.4%)
HSI 25,213.31pt (-0.4%)
HS Tech 4,468.48pt (-1.1%)
β μΉν°λ³ μμ΅λ₯
μμ: λΉμνκΈμ΅(+1.3%), λΉμ² κΈμ(+1.2%), μ΄μ‘(+1.2%)
νμ: μ¬νμλΉμ€(-0.9%), λ―Έμ©/νΌμ€λμΌμ΄(-0.9%), 건μΆμμ¬(-0.9%)
β ν
λ§λ³ μμ΅λ₯
μμ: λ°°μλ€μ΄μλͺ¬λ(+3.8%), νμ€μ½(+1.3%), ν΄μ΄(+0.8%)
νμ: 곡κΈν맀νλμ‘°ν©(-2.2%), λΉλ£(-1.4%), μ§μμ¬μ°κΆ(-1.4%)
β μ£Όμ λ΄μ€
β’ μ€μκΈ°μ
15μ°¨ 5κ°λ
κ³ν: 곡μ
μ 보νλΆ λ± 10κ° λΆμ²κ° κ΅κ° μ€μκΈ°μ
λ°μ κΈ°κΈ 2κΈ°λ₯Ό μ€λ¦½νκ³ μ°μ μ€μκΈ°μ
μ μμ₯ μ‘μ±μ²΄κ³λ₯Ό κ°νν κ³ν. 2030λ
κΉμ§ μ μ νΉμ βμμ κ±°μΈβ κΈ°μ
2.2λ§κ°, κ΅κ°κΈ μ€μκΈ°μ
νΉμμ°μ
ν΄λ¬μ€ν° 600κ° μ‘μ±μ λͺ©νλ‘ μ μ.
β’ μ₯κ°λ©λͺ¨λ¦¬ IPO: μ₯κ°λ©λͺ¨λ¦¬ λͺ¨νμ¬μΈ μ°½μΆνλ©μ€μ 컀촹ν IPOκ° μνμ΄κ±°λμ μ¬μ¬ λ¬Έμ λ¨κ³μ μ§μ
.
β’ μ€ν¬μΈ μ°μ
: κ΅κ°μ²΄μ‘μ΄κ΅μ΄ 2030λ
κΉμ§ μ€κ΅ μ€ν¬μΈ μ°μ
μ΄κ·λͺ¨λ₯Ό 7μ‘° μμ μ΄μμΌλ‘ νλνλ€λ λͺ©νλ₯Ό μ μ.
β’ μ°½λ¬ν
ν¬(600584.SH): νΉμ λμ Aμ£Ό λ°νμ ν΅ν΄ μ΅λ 65μ΅ μμμ μ‘°λ¬ν κ³ν. μ‘°λ¬μκΈμ HPC 첨λ¨ν¨ν€μ§ μ¦μ€, κ³ κΈ μ λ ₯λͺ¨λ ν¨ν€μ§/ν
μ€νΈ, μ¨μ΄νΌλ 벨 ν¨ν€μ§, κ³ λ°λ λ©λͺ¨λ¦¬ ν¨ν€μ§/ν
μ€νΈ λ±μ ν¬μ
ν μμ .
β’ ν¬μ€ν
ν¬(000973.SZ): νΉμ λμ Aμ£Ό λ°νμ ν΅ν΄ μ΅λ 40μ΅ μμμ μ‘°λ¬ν κ³ν. μκΈμ μ¬μ€κ΄ μ° 40μ΅γ‘ κ³ κΈ μ΅μ λΆλ¦¬λ§, μ°μ μ° 40μ΅γ‘ κ³ κΈ μ½ν
λΆλ¦¬λ§ νλ‘μ νΈ λ° μ΄μμκΈμ μ¬μ©ν μμ .
YSK China Sector
https://t.me/YSK_China_sector | 887 |
| 4 | [μ μν 2μ°¨μ μ§ Daily news]
β μ€κ΅ 8μ NEV μ맀ν맀 4% κ°μν 106λ§9,000λ β CPCA μ μ μΉ
- link: https://tinyurl.com/vubfp88a
β νκ°λ¦¬, νκ²½ λ²κΈ μν 50μ΅ ν¬λ¦°νΈλ‘ μΈμβ¦λ°°ν°λ¦¬ κ·μ κ°ν
- link: https://tinyurl.com/59j8ffbs
β δΈ μ΅λ CATL λ¦¬ν¬ κ΄μ°, κ²°κ΅ κ°λ μ€λ¨...μ¬κ°λ μμ λ λΆν¬λͺ
- link: https://tinyurl.com/277w7b2n
β μ§λ 8μ ν맀 μμ
μ°¨ 3λ μ€ 1λ ν
μ¬λΌβ¦'λ©μ΄λμΈ μ°¨μ΄λ'λ‘ ιμμ₯ 침곡
- link: https://tinyurl.com/49p7ye4t
β ν¬μ€μ½νλ©μ€ μλμ§μμ¬μ°κ΅¬μΌν°μ₯ "νμ΄λμΌ, μμ νκ° κ΄κ±΄β¦LFPλ 'λλν 2λ±'"
- link: https://tinyurl.com/5n73wu5r
μ μν 2μ°¨μ μ§/μ μλμ§ μ΄μλ
https://t.me/anna7673 | 820 |
| 5 | [9/2 YSK China Sector Daily]
β μ£Όμ μ§μ
SSE 3,979.89pt (-0.2%)
SZSE 13,872.38pt (-1.0%)
ChiNext 3,393.43pt (-1.3%)
Star50 1,647.53pt (-2.2%)
HSI 25,329.73pt (-0.9%)
HS Tech 4,550.88pt (-1.5%)
β μΉν°λ³ μμ΅λ₯
μμ: μ ν΅(+3.1%), λλ¦Όμ΄μ
(+2.5%), μν(+1.9%)
νμ: μ μ(-3.0%), μν(-2.1%), μ’
ν©(-1.6%)
β ν
λ§λ³ μμ΅λ₯
μμ: μ μ μλ³ν(+8.5%), μ₯μμ(+6.7%), 곑물(+6.3%)
νμ: PETλλ°(-3.2%), MLCC(-3.2%), κ΅κ°λκΈ°κΈ λ³΄μ μ£Ό(-3.1%)
β μ£Όμ λ΄μ€
β’ L2 μμΈ κ·μ : κ±°λμκ° Level-2 μμΈμ λΉνμ μ¬μ©μ λν κΈ°μ κ΄λ¦¬ κ·λ²μ λ§λ ¨. μ§μ μ μ°μΌν°μ μΉμΈλ μ©λ λ΄μμλ§ λ°μ΄ν°λ₯Ό μ¬μ©νλλ‘ νκ³ , κ΄λΆλ°°κΈ°λ μμΈ λ―Έλ¬λ§ λ±μ ν΅ν μ°ν μ μ‘μ κΈμ§ν΄ μμΈ λ°μ΄ν°μ λΆλΉν νμ©μ μ°¨λ¨.
β’ μΈκ΅μΈ λ°°λΉ κ³ΌμΈ: μ¬μ λΆμ μΈλ¬΄μ΄κ΅μ΄ 9μ 1μΌλΆν° μΈκ΅μΈμ΄ μΈκ΅μΈν¬μκΈ°μ
μμ λ°λ λ°°λΉμλμ λν κ°μΈμλμΈ λ©΄μ λ₯Ό νμ§. κ΄λ ¨ λ°°λΉμλμ 20%μ κ°μΈμλμΈμ¨μ μ μ©.
β’ μλμ°¨ ν΄μΈμ¬μ
: μ무λΆ, 곡μ
μ 보νλΆ, μμ₯κ°λ
κ΄λ¦¬μ΄κ΅μ΄ μλμ°¨μ°μ
ν΄μΈ κ²½μνμ λ° μ»΄νλΌμ΄μΈμ€ μ§μΉ¨μ λ°ν. μ€κ΅ μλμ°¨κΈ°μ
μ ν΄μΈ κ²½μκ³Ό κ²½μνμλ₯Ό κ·λ²ννκ³ κΈλ‘λ² μλμ°¨ μ°μ
λ§/곡κΈλ§ νλ ₯μ κ°νν λ°©μΉ¨.
β’ λ°λ체 μ¦μ€: νννλ¦¬κ° μ°μ 3κΈ° νλ‘μ νΈμ μ¦μν΄ μ 5.5λ§μ₯ κ·λͺ¨μ 12μΈμΉ νΉμ곡μ μ¨μ΄νΌ νμ΄λ리 μμ°λΌμΈμ 건μ€ν κ³ν. μ€κ΅ λ΄ νΉμ곡μ λ°λ체 μμ°λ₯λ ₯ νλ μ§μ.
β’ μ€μ§μ¬μ΄Ή(300308.SZ): 9μ 1μΌ μ²μμΌλ‘ 37.41λ§μ£Όμ μμ¬μ£Όλ₯Ό 맀μ
νμΌλ©° 맀μ
κΈμ‘μ 3.18μ΅ μμ. μμ λ°νν 40μ΅~80μ΅ μμ κ·λͺ¨μ μμ¬μ£Ό 맀μ
κ³ν μ΄νμ μ°©μ.
β’ μ€μ΄μμν
ν¬(688801.SH): 컀촹ν IPO 곡λͺ¨κ°λ₯Ό μ£ΌλΉ 142.18μμμΌλ‘ νμ νκ³ 9μ 2μΌ μ²μ½ μ§ν. μ΄ 4,303.52λ§μ£Όλ₯Ό λ°νν΄ 61.19μ΅ μμμ μ‘°λ¬ν μμ .
YSK China Sector
https://t.me/YSK_China_sector | 1 011 |
| 6 | [μ μν 2μ°¨μ μ§ Daily news]
β δΈ ν¬μ λ°μ μΈλ λμΌ μ λ ¨μ, μ΅λ 30% κ°μ° κ²ν
- link: https://tinyurl.com/2kywt2aj
β δΈ λΉκ΅, CATL μ΅λ 리ν¬κ΄μ° νκ²½νκ° μ² νβ¦ μ¬κ°λ μΌμ μκ°―μ
- link: https://tinyurl.com/4m2rvacm
β λμ°ν¨μΌμ
, ηΎ AIλ°μ΄ν°μΌν°μ μ°λ£μ μ§ μ²« 곡κΈβ¦"5014μ΅ μμ£Ό μ±κ³Ό"
- link: https://tinyurl.com/bp9bhydp
β ν
μ¬λΌ μ€κ΅, 8μ λ맀 ν맀 8λ§6,166λβ¦3κ°μ μ°μ μ μ λλΉ μ¦κ°μΈ μ’
λ£
- link: https://tinyurl.com/k9bcf4vy
β μΌμ±Β·LG, AI λ°μ΄ν°μΌν° λκ°μμ₯ μ μ λ§λκ²°
- link: https://tinyurl.com/yc69wzd4
μ μν 2μ°¨μ μ§/μ μλμ§ μ΄μλ
https://t.me/anna7673 | 948 |
| 7 |  +2No text... | 1 813 |
| 8 | π’AIDC λ€μ μΉλΆμ²: λ€νΈμν¬μ λκ°π’
AI λ°μ΄ν°μΌν°μ νμ₯μ λ°μ΄ν°μΌν° μ체μ μ¦μ€μ λμ΄ λ€νΈμν¬ μΈνλΌ νλλ‘ μ΄μ΄μ§λ€. AI νμ΅μ λκ·λͺ¨ μ λ ₯ νλ³΄κ° κ°λ₯ν λΉμλκΆμΌλ‘ λΆμ°λλ λ°λ©΄, μΆλ‘ μ Latencyμ λ―Όκ°ν΄ μλκΆκ³Ό μ¬μ©μ μΈμ μ§μμ λ°°μΉλ κ°λ₯μ±μ΄ λλ€. μ΄μ DCI, λ°±λ³Έλ§, μ μ©νμ , ν΄μ μΌμ΄λΈμ μ€μμ±μ΄ λμμ§λ©°, AIDC μλ ν΅μ μ¬μ κ²½μλ ₯μ μ¬λ¬ AI κ±°μ μ νλμ μΈνλΌμ²λΌ μ°κ²°νλ Connectivityμμ μμλλ€.
Connectivity νλλ ν΅μ μ₯λΉ μμ μ¦κ°λ‘ μ΄μ΄μ§λ€. AI μ°μ° λ¨μκ° κ°λ³ μλ²μμ Rackκ³Ό Clusterλ‘ νλλλ©΄μ GPUλΉ μ°κ²° μ, λμνμ΄ λμμ μμΉνκΈ° λλ¬Έμ΄λ€. μ΄μ λ€νΈμν¬λ 400Gμμ 800G, 1.6Tλ‘ κ³ λνλκ³ , Connection μ, Bandwidthμ νλκ° κ΄νΈλμλ²κ³Ό CPO λ°Έλ₯체μΈμ μνλ‘ μ΄μ΄μ§ κ²μΌλ‘ νλ¨νλ€.
μ°μ°κ³Ό λ€νΈμν¬ ν¨μ¨μ΄ λμμ§μλ‘ λκ°μ μ€μμ±λ μ€νλ € 컀μ§λ€. λ λμ μ°μ°μ±λ₯κ³Ό λμνμ μ νλ Rack 곡κ°μ μ§μ νλ©΄μ GPUΒ·HBMΒ·SwitchΒ·κ΄νμμ§μ μ΄μ΄ μ’μ μμμ μ§μ€λκ³ , GPU κ°λλ₯ κ³Ό RackλΉ μ λ ₯λ°λ μμ μμΉνκΈ° λλ¬Έμ΄λ€. μ΄μ λκ° λμμ GPUμμ HBMΒ·SwitchΒ·NICΒ·Power Deviceλ‘ νλλκ³ , λκ° κ΅¬μ‘°λ 곡λμμ D2C μ‘체λκ°, CDU, Facility L2L CoolingμΌλ‘ κ³ λνλλ€.
λ°λΌμ λ³Έ λ³΄κ³ μλ AIDCμ λΆμ°κ³Ό μΆλ‘ νλ β Connectivity μμ μ¦κ° β GPU μ°κ²° μμ λμν νλμ λ°λ₯Έ ν΅μ μ₯λΉ κ³ λν β Rack κ³ λ°λνμ λ°λ₯Έ λκ° νλμ νλ¦μΌλ‘ μ κ°λλ€.
μλ£λ§ν¬:
https://tinyurl.com/2schp8tx
μ μν 2μ°¨μ μ§/μ μλμ§ μ΄μλ
https://t.me/anna7673 | 1 147 |
| 9 | [9/2 YSK China Sector Daily]
β μ£Όμ μ§μ
SSE 3,979.89pt (-0.2%)
SZSE 13,872.38pt (-1.0%)
ChiNext 3,393.43pt (-1.3%)
Star50 1,647.53pt (-2.2%)
HSI 25,329.73pt (-0.9%)
HS Tech 4,550.88pt (-1.5%)
β μΉν°λ³ μμ΅λ₯
μμ: μ ν΅(+3.1%), λλ¦Όμ΄μ
(+2.5%), μν(+1.9%)
νμ: μ μ(-3.0%), μν(-2.1%), μ’
ν©(-1.6%)
β ν
λ§λ³ μμ΅λ₯
μμ: μ μ μλ³ν(+8.5%), μ₯μμ(+6.7%), 곑물(+6.3%)
νμ: PETλλ°(-3.2%), MLCC(-3.2%), κ΅κ°λκΈ°κΈ λ³΄μ μ£Ό(-3.1%)
β μ£Όμ λ΄μ€
β’ L2 μμΈ κ·μ : κ±°λμκ° Level-2 μμΈμ λΉνμ μ¬μ©μ λν κΈ°μ κ΄λ¦¬ κ·λ²μ λ§λ ¨. μ§μ μ μ°μΌν°μ μΉμΈλ μ©λ λ΄μμλ§ λ°μ΄ν°λ₯Ό μ¬μ©νλλ‘ νκ³ , κ΄λΆλ°°κΈ°λ μμΈ λ―Έλ¬λ§ λ±μ ν΅ν μ°ν μ μ‘μ κΈμ§ν΄ μμΈ λ°μ΄ν°μ λΆλΉν νμ©μ μ°¨λ¨.
β’ μΈκ΅μΈ λ°°λΉ κ³ΌμΈ: μ¬μ λΆμ μΈλ¬΄μ΄κ΅μ΄ 9μ 1μΌλΆν° μΈκ΅μΈμ΄ μΈκ΅μΈν¬μκΈ°μ
μμ λ°λ λ°°λΉμλμ λν κ°μΈμλμΈ λ©΄μ λ₯Ό νμ§. κ΄λ ¨ λ°°λΉμλμ 20%μ κ°μΈμλμΈμ¨μ μ μ©.
β’ μλμ°¨ ν΄μΈμ¬μ
: μ무λΆ, 곡μ
μ 보νλΆ, μμ₯κ°λ
κ΄λ¦¬μ΄κ΅μ΄ μλμ°¨μ°μ
ν΄μΈ κ²½μνμ λ° μ»΄νλΌμ΄μΈμ€ μ§μΉ¨μ λ°ν. μ€κ΅ μλμ°¨κΈ°μ
μ ν΄μΈ κ²½μκ³Ό κ²½μνμλ₯Ό κ·λ²ννκ³ κΈλ‘λ² μλμ°¨ μ°μ
λ§/곡κΈλ§ νλ ₯μ κ°νν λ°©μΉ¨.
β’ λ°λ체 μ¦μ€: νννλ¦¬κ° μ°μ 3κΈ° νλ‘μ νΈμ μ¦μν΄ μ 5.5λ§μ₯ κ·λͺ¨μ 12μΈμΉ νΉμ곡μ μ¨μ΄νΌ νμ΄λ리 μμ°λΌμΈμ 건μ€ν κ³ν. μ€κ΅ λ΄ νΉμ곡μ λ°λ체 μμ°λ₯λ ₯ νλ μ§μ.
β’ μ€μ§μ¬μ΄Ή(300308.SZ): 9μ 1μΌ μ²μμΌλ‘ 37.41λ§μ£Όμ μμ¬μ£Όλ₯Ό 맀μ
νμΌλ©° 맀μ
κΈμ‘μ 3.18μ΅ μμ. μμ λ°νν 40μ΅~80μ΅ μμ κ·λͺ¨μ μμ¬μ£Ό 맀μ
κ³ν μ΄νμ μ°©μ.
β’ μ€μ΄μμν
ν¬(688801.SH): 컀촹ν IPO 곡λͺ¨κ°λ₯Ό μ£ΌλΉ 142.18μμμΌλ‘ νμ νκ³ 9μ 2μΌ μ²μ½ μ§ν. μ΄ 4,303.52λ§μ£Όλ₯Ό λ°νν΄ 61.19μ΅ μμμ μ‘°λ¬ν μμ .
YSK China Sector
https://t.me/YSK_China_sector | 993 |
| 10 | [μ μν 2μ°¨μ μ§ Daily news]
β "ηΎ ν
μ€ν
Β·λΈλλ§€μ€ μμΆ λ΄μ"β¦ δΈ λ°°ν°λ¦¬ μ¬νμ©μ
κ³, μλ£ μκΈ 'μ§κ²©ν'
- link: https://tinyurl.com/yjm2ydtp
β [2027 μμ°μ]κΈ°νλΆ 25.7μ‘° μλ μ΅λβ¦μ κΈ°μ°¨ λ³΄κΈ 43λ§λλ‘ νλ
- link: https://tinyurl.com/bdh87zew
β [ν
ν¬ μ°¨μ΄λ] δΈ, λ°°ν°λ¦¬ μλΉμΈ 첫 μνβ¦'μ κΈ°μ°¨ νΉν μλ' λλκ³ μ Β·μ κΈ°μ°¨ κ²½μ 본격ν
- link: https://tinyurl.com/2see7t3h
β ν
μ¬λΌ, 8μ μ λ½ ν맀 μκ°λ €β¦νλμ€Β·λ΄λ§ν¬μμλ κ°μΈ
- link: https://tinyurl.com/yvvwrajx
β μ£Όμ μ€κ΅ μλμ°¨ μ
체λ€μ 2026λ
8μ μΈλλ μ’
ν©
- link: https://tinyurl.com/aefpjc7p
μ μν 2μ°¨μ μ§/μ μλμ§ μ΄μλ
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| 11 | [μ μν 2μ°¨μ μ§ Daily news]
β μΌμ±SDI, κΈλ‘λ² ν±ν°μ΄ ESSκΈ°μ
μ LFP λ°°ν°λ¦¬ 곡κΈ
- link: https://tinyurl.com/4bw796xr
β μμ½νλ‘λΉμ , μ κ³ μ²΄ λ°°ν°λ¦¬ μ‘°κΈ° μμ©ν μν μΆλ²
- link: https://tinyurl.com/c9x5fb99
β LGμμ, ηΎμ λ°°ν°λ¦¬μ© λ¦¬ν¬ 10λ
μΉ ν보β¦νΈλΌν 곡κΈλ§ μ¬νΈ λμ
- link: https://tinyurl.com/4y4v588b
β SKμ¨, 1.5μ‘°μ κ·λͺ¨ ηΎ ESS λ°°ν°λ¦¬ μ
곡κΈκ³μ½ 체결
- link: https://tinyurl.com/ysthfbec
β "μΈκ³ μ΅λ 60GWh κ³μ½ ν°μ‘λ€"β¦λνΈλ₯¨μ΄μ¨ λ°°ν°λ¦¬, λκ·λͺ¨ μμ©ν μλ κ°λ§
- link: https://tinyurl.com/4pcmfh7h
μ μν 2μ°¨μ μ§/μ μλμ§ μ΄μλ
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| 12 | [9/1 YSK China Sector Daily]
β μ£Όμ μ§μ
SSE 3,986.30pt (+0.9%)
SZSE 14,015.00pt (+0.4%)
ChiNext 3,438.68pt (+0.4%)
Star50 1,684.39pt (+1.3%)
HSI 25,566.99pt (-0.1%)
HS Tech 4,619.87pt (+0.3%)
β μΉν°λ³ μμ΅λ₯
μμ: λ―Έλμ΄(+3.8%), μ»΄ν¨ν°(+2.2%), μν(+2.1%)
νμ: λΉμ² κΈμ(-1.4%), λΆλμ°(-1.4%), μμ½λ°μ΄μ€(-1.4%)
β ν
λ§λ³ μμ΅λ₯
μμ: Seedance μμλͺ¨λΈ(+7.5%), μλλΌλ§/κ²μ(+7.0%), Kimi(+6.5%)
νμ: κ·κΈμ(-3.4%), λ°μ΄μ€μμ½(-2.0%), νμκ΄μ₯λΉ(-1.8%)
β μ£Όμ λ΄μ€
β’ μλΉ μ΄μ§: μλ¬΄λΆ λ± 7κ° λΆμ²κ° μλΉ νλ μ μ±
μ λ°ννκ³ 2030λ
κΉμ§ μ¬νμλΉν μ맀μ΄μ‘ μ½ 60μ‘° μμμ λͺ©νλ‘ μ μ. λ
ΉμμλΉ, μ€λ§νΈμλΉ, 건κ°μλΉ λ± μ‘° λ¨μ μ κ· μλΉμμ₯μ μ‘μ±ν κ³ν.
β’ AI μμ© μλΉμ€: 곡μ
μ 보νλΆκ° AI μμ© μλΉμ€ μ¬μ
μ μ‘μ± νΉλ³νλμ μΆμ§. 2026λ
λ§κΉμ§ κ΄λ ¨ μμν κΈ°μ
μ 2,000κ° μ΄μμΌλ‘ νλνκ³ μ μ‘°, μλ£, κ΅μ‘ λ± μ£Όμ μ°μ
μ AI μλΉμ€ 곡κΈλ₯λ ₯ κ°νλ₯Ό μΆμ§.
β’ μ‘체λκ°: AI μλ² κ³ λ°λνμ λ°λ₯Έ λ°μ΄ν°μΌν° μ‘체λκ° μμκ° λΉ λ₯΄κ² νλ. λνμκ³Ό μΉ¨μ§μ μ‘체λκ° μ루μ
μ κ·λͺ¨ μ μ©μ΄ 본격νλλ©΄μ CDU, 맀λν΄λ, λκ°ν λ± κ΄λ ¨ μ₯λΉ μμ μ¦κ° μ λ§.
β’ κ΅μ 볡μ¬(301526.SZ): μ΅λ 50μ΅ μμ κ·λͺ¨μ μ 3μλ°°μ μ μμ¦μλ₯Ό μΆμ§. μ‘°λ¬μκΈμ κ³ μ£ΌνΒ·κ³ μ μ μμ© μ 리μ¬μ μλ¨, AIμ© μ΄μ μ μ μ μκΈ Qν¬ μ€κ°μν κ°λ°, μ€λΉ κ°μ‘° λ±μ ν¬μ
ν κ³ν.
β’ μ€μ§μ¬μ΄Ή(300308.SZ): 40μ΅~80μ΅ μμ κ·λͺ¨μ μμ¬μ£Ό 맀μ
μ μΆμ§. 맀μ
κ°κ²© μνμ μ£ΌλΉ 1,200μμμ΄λ©°, μ·¨λ μ£Όμμ μ£Όμ보μ λλ μμ§μ μ§λΆλ³΄μ κ³νμ νμ©ν μμ .
β’ μ€μ΄μμν
ν¬(688801.SH): 컀촹ν IPO 곡λͺ¨κ°λ₯Ό μ£ΌλΉ 142.18μμμΌλ‘ νμ . μ΄ 4,303.52λ§μ£Όλ₯Ό λ°νν΄ μ½ 61.19μ΅ μμμ μ‘°λ¬ν μμ μ΄λ©°, 9μ 2μΌ μ¨Β·μ€νλΌμΈ μ²μ½μ μ§ν.
YSK China Sector
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| 13 | μΌμ±SDI, μΈκ³ 1μ μ κ·Έλ‘μ°μ 3μ‘°μλ LFP λ°°ν°λ¦¬ κ³΅κΈ < λ°°ν°λ¦¬ < κΈ°μ¬λ³Έλ¬Έ - λμΌλ (THE ELEC) https://share.google/fBVwyMLhMPz0P2s2p | 1 424 |
| 14 | [μ μν 2μ°¨μ μ§ Daily news]
β ι, μΈλλ€μμμ λμΌ λ°°ν°λ¦¬ μΈμΌν°λΈΒ·μ μ±
μΌκ΄μ± μꡬ
- link: https://tinyurl.com/5n6mh8j8
β ESS 3μ°¨ μ
μ°° μλ°β¦μΌμ±SDIΒ·SKμ¨ μ λ μ LGμμ λ°κ²© λμ λ€
- link: https://tinyurl.com/y4ctxj6e
β μ¬μμλμ§ 6λ°° λλ € 220GWλ‘β¦μ λ ₯λ§Β·ESS νμΆ©μ΄ κ΄κ±΄[12μ°¨ μ κΈ°λ³Έβ‘]
- link: https://tinyurl.com/bdh9xyp5
β ηΎ λ°°ν°λ¦¬ μμ
λ€μ μ΄μλ¬λ€β¦μΌμ±SDIΒ·LGμμ ESS κ³΅λ΅ νλ ₯
- link: https://tinyurl.com/ybdb45fd
β EU, λ°°ν°λ¦¬ λκ·λͺ¨ μμ°μ 15μ΅ μ λ‘ ν¬μ
β¦μ κ· μ¬μ
μ μ‘μ±
- link: https://tinyurl.com/3wprh7hz
β "μ κ° κ³΅μΈ λ§μ νμ§λ‘ μΉλΆ"β¦ BMW λͺ¨ν λΌλ, ε°Β·δΈκ³Ό 'μ€λ¦¬μ νλ ₯' λ³ν
- link: https://tinyurl.com/3kb973j3
β λ―Έκ΅Β·μΊλλ€ λ³΄λ³΅ κ΄μΈ λΆμ λμ
μ λΆλ―Έ 곡κΈλ§ λΉμ
- link: https://tinyurl.com/3hx64c92
β μ€κ΅ μλμ°¨ μ
체, λ¨μ곡 μ κΈ°μ°¨Β·ν½μ
νΈλ μμ₯ 곡λ΅
- link: https://tinyurl.com/2jdss72r
μ μν 2μ°¨μ μ§/μ μλμ§ μ΄μλ
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| 15 | [8/31 YSK China Sector Daily]
β μ£Όμ μ§μ
SSE 3,952.18pt (-0.1%)
SZSE 13,953.07pt (-0.7%)
ChiNext 3,424.40pt (-1.4%)
Star50 1,662.15pt (-1.9%)
HSI 25,584.79pt (+0.1%)
HS Tech 4,605.15pt (-0.3%)
β μΉν°λ³ μμ΅λ₯
μμ: μμ νν(+2.6%), λλ¦Όμ΄μ
(+1.7%), κΈ°μ΄νν(+1.7%)
νμ: μ μ(-1.6%), ν΅μ (-1.4%), κΈ°κ³(-1.3%)
β ν
λ§λ³ μμ΅λ₯
μμ: 곡κΈν맀νλμ‘°ν©(+3.1%), λΉλ£(+3.0%), λλ(+3.0%)
νμ: CRO(-2.0%), κ΅κ°λκΈ°κΈ λ³΄μ μ£Ό(-2.0%), λ
Έκ΄μ₯λΉ(-2.0%)
β μ£Όμ λ΄μ€
β’ λΆλμ° μ μ±
: μ£Όνλλ건μ€λΆ, μμ°μμλΆ, κΈμ΅κ°λ
κ΄λ¦¬μ΄κ΅μ΄ μνμ£Όν ν맀μ λ κ°μ λ°©μμ λ°νν΄ νλ¬Όμ£Όν ν맀 νλμ λΆμμ λ κ°μ μ μΆμ§. μΈλ―Όμνκ³Ό κΈμ΅κ°λ
κ΄λ¦¬μ΄κ΅μ κ°μΈ μ£Όνλ΄λ³΄λμΆ μ΅μ₯ λ§κΈ°λ₯Ό κΈ°μ‘΄ 30λ
μμ 40λ
μΌλ‘ μ°μ₯.
β’ μ κ΅ ν΅ν© μ°μ°λ§: 20μ¬ κ° μ°μ°μμ μ‘°μ μ¬μ
μκ° μ κ΅ ν΅ν© μ°μ°λ§ λͺ¨λν°λ§Β·μ€μΌμ€λ§ μνκ²μ¦ νλ«νΌμ μ μ μ
μ£Ό. μ§μ κ° μ°μ°μμ ν΅ν© λ°°μΉμ μ΄μ μλΉμ€ λ₯λ ₯μ κ°νν κ³ν.
β’ μ νμ£Όμ κ³ΌμΈ: μ¬μ λΆ, μΈλ¬΄μ΄κ΅, μ¦κΆκ°λ
κ΄λ¦¬μμνκ° μμ₯μ¬ μ νμ£Όμ μλ κ΄λ ¨ κ°μΈμλμΈ μ μ±
μ κ·λ²ν. κ°μΈμ μ νμ£Όμ μλμλμ μ¬μ°μλμλμΌλ‘ λΆλ₯ν΄ 20% μΈμ¨μ μ μ©.
β’ QDII νλ: κ΅κ°μΈνκ΄λ¦¬κ΅μ΄ μ κ· QDII ν¬μνλ 68.4μ΅ λ¬λ¬λ₯Ό μΉμΈ. μ½ 90κ° κΈ°κ΄μ΄ μΆκ° νλλ₯Ό λ°°μ λ°μ λμ μΉμΈ κ·λͺ¨κ° νλ.
β’ μ₯μ ν
ν¬(688825.SH): 1H26 λ§€μΆ 1,503.10μ΅ μμ(+873.6% YoY), μ§λ°°μ£Όμ£Ό μμ΄μ΅ 776.05μ΅ μμμΌλ‘ νμμ ν. 2Q μμ΄μ΅μ 528.43μ΅ μμμΌλ‘ 1Q 247.62μ΅ μμ λλΉ 113% μ¦κ°.
β’ ννμ¦κΆ(601162.SH): 1H26 λ§€μΆ 15.88μ΅ μμ(+29.9% YoY), μ§λ°°μ£Όμ£Ό μμ΄μ΅ 2.04μ΅ μμ(+549.0%). 1Q μμ΄μ΅μ΄ 22.36λ§ μμμ κ·Έμ³€λ κ°μ΄λ° 2Q μ€μ μ΄ ν¬κ² κ°μ .
YSK China Sector
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| 16 | [8/28 YSK China Sector Daily]
β μ£Όμ μ§μ
SSE 3,956.57pt (+1.1%)
SZSE 14,048.88pt (+1.5%)
ChiNext 3,473.35pt (+1.7%)
Star50 1,693.48pt (+3.8%)
HSI 25,565.74pt (-0.3%)
HS Tech 4,620.29pt (-0.1%)
β μΉν°λ³ μμ΅λ₯
μμ: μ μ(+4.3%), ν΅μ (+3.4%), 건μΆμμ¬(+2.9%)
νμ: μν(-1.0%), μ λ ₯μ€λΉ(-0.7%), κ°μ (-0.6%)
β ν
λ§λ³ μμ΅λ₯
μμ: κ΅κ°λκΈ°κΈ λ³΄μ μ£Ό(+4.6%), λ©λͺ¨λ¦¬λ°λ체(+4.6%), CPO(+4.5%)
νμ: μΆκ΅¬(-0.2%), λ°±μ£Ό(-0.2%), κ°μλ°μ μ(-0.2%)
β μ£Όμ λ΄μ€
β’ μ λμ± κ³΅κΈ: μ€κ΅ μΈλ―Όμνμ 8μ 27μΌλΆν° 9μ 1μΌκΉμ§ μνκΆ λ¨κΈ° μ λμ± μμμ λμν΄ μ΅μΌλ¬Ό μλ ν¬λ₯Ό μ€μ. κ³ μ κΈλ¦¬, μλμ
μ°° λ°©μμΌλ‘ μ§ννλ©° μΌμΌ μ΄μ© κ·λͺ¨λ μ΅λ 6,000μ΅ μμ.
β’ μ°μ
μ΄μ΅: 1~7μ μ€κ΅ κ·λͺ¨μ΄μ 곡μ
κΈ°μ
μ΄μ΅μ΄μ‘μ 45,820.6μ΅ μμμΌλ‘ μ λ
λλΉ 17.6% μ¦κ°. μ μμ
μ’
μ΄μ΅μ 1.1λ°° μ¦κ°νμΌλ©°, AI μ°μ°μΉ©κ³Ό λ©λͺ¨λ¦¬λ°λ체λ₯Ό μ€μ¬μΌλ‘ μ§μ νλ‘ μ
μ’
μ΄μ΅μ΄ 18.5λ°° μ¦κ°.
β’ MLCC: μ€κ΅ MLCC μ£Όμ μ
μ²΄μΈ ννκ°μ€μ»€μ μ°νκ·Έλ£Ήμ΄ μ ν ν맀λκ³Ό κ°κ²© λλ° μμΉμ νμ
μ΄ μλ°κΈ° μμ΄μ΅ κΈμ¦. ννκ°μ€μ»€μ 1H26 맀μΆμ 35μ΅ μμ(+26.3% YoY), μμ΄μ΅μ 2.9μ΅ μμ(+74.0%).
β’ μ μ¨μ΄ν΅μ (300136.SZ): 1H26 λ§€μΆ 40.32μ΅ μμ(+8.9% YoY), λΉκ²½μμμ΅ μ μΈ μμ΄μ΅ 1.41μ΅ μμ(+22.1%). 11μ΅ μμμ ν¬μν΄ μ΄μμ μκ³ΌκΈ°μ κ²½μκΆμ ν보νκ³ MLCC μ¬μ
νλλ₯Ό μΆμ§ν κ³ν.
β’ λ©μ λμ§νΈ(300378.SZ): 1H26 λ§€μΆ 11.01μ΅ μμ(+5.4% YoY), μμ΄μ΅ 1.88μ΅ μμ(+318.5%). μλ°κΈ° AI κ΄λ ¨ μ κ· κ³μ½μ‘μ μ½ 2μ΅ μμμΌλ‘, μ μ‘°μ
μ€μ¬μ AI μμ΄μ νΈ μ¬μ
νλ μ§μ.
YSK China Sector
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| 17 | [μ μν 2μ°¨μ μ§ Daily news]
β "μ€κ΅μ° PHEV κ³΅μ΅ λ§μλΌ"β¦ EU, ιΒ·ζ₯Β·θ± μμ‘κ³ '4μ μλμ°¨ κ²½μ λλ§Ή' μΆμ§
- link: https://tinyurl.com/4mvym3s8
β δΈ λΉκ΅, CATL 리ν¬κ΄μ° μ¬κ°λ μ μ°¨ μ€λ¨β¦νκ²½νκ° κ³΅μ μ² ν
- link: https://tinyurl.com/4nwkmd4y
β LGμμ, ν΄λλ κ΅μ μ¬μ°λΆ μμ₯ νλβ¦'λ‘컬 μ½ν
μΈ ' μ₯λ²½ λνꡬ νλ ₯ λ
Όμ
- link: https://tinyurl.com/yxuw6u4p
β νλμ°¨κ·Έλ£Ή λνΈλ₯¨μ΄μ¨ λ°°ν°λ¦¬ λμ
μΆμ§β¦'LG ν¬μ' ηΎ μ λ그리λ κΈ°μ κ²μ¦ μλ£
- link: https://tinyurl.com/2xrbccaa
β "μ μ 1λ²μ 30μ΅ μ¦λ°"β¦'AI λ°μ΄ν°μΌν° νμ' BBUκ° 2μ°¨μ μ§ νλ λ°κΎΌλ€
- link: https://tinyurl.com/4mhpexdy
β λνΈλ₯¨μ΄μ¨ λ°°ν°λ¦¬, μ λ ₯λ§ ESS μ°¨μΈλ μ£Όμλ‘β¦2030λ
μ μ μ¨ 20% μ λ§
- link: https://tinyurl.com/d3yemm5y
β νΈλΌν, λ―Έκ΅ μ λ ₯λ§μμ μΌλΆ μΈκ΅μ° μ₯λΉ μ¬μ© κΈμ§ λͺ
λ Ήμ μλͺ
- link: https://tinyurl.com/2p9p7p73
μ μν 2μ°¨μ μ§/μ μλμ§ μ΄μλ
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| 18 | [8/27 YSK China Sector Daily]
β μ£Όμ μ§μ
SSE 3,912.52pt (+0.6%)
SZSE 13,841.33pt (+0.7%)
ChiNext 3,414.88pt (+0.5%)
Star50 1,632.02pt (+1.7%)
HSI 25,652.97pt (+0.6%)
HS Tech 4,626.15pt (+0.8%)
β μΉν°λ³ μμ΅λ₯
μμ: λΉμνκΈμ΅(+2.5%), λΉμ² κΈμ(+1.8%), μ² κ°(+1.3%)
νμ: μ’
ν©(-0.6%), λ―Έλμ΄(-0.4%), κΈ°κ³(-0.2%)
β ν
λ§λ³ μμ΅λ₯
μμ: μ£Όμκ±°λ μννΈμ¨μ΄(+4.2%), μ°μ
κΈμ(+3.2%), ꡬ리μ°μ
(+3.2%)
νμ: CRO(-1.0%), DRG/DIP(-1.0%), MLCC(-0.8%)
β μ£Όμ λ΄μ€
β’ μνμ΄ μ λ΅μ°μ
: μνμ΄μκ° μ λ΅μ μ ν₯μ°μ
15μ°¨ 5κ°λ
κ³νμ λ°ν. κ³ κΈ λ°λ체μ AI κΈ°λ° μ€κ³, 첨λ¨ν¨ν€μ§, 2μ°¨μ μμ¬ λ± μ ν μμ, 3D μ μΈ΅ μν€ν
μ² λ°λ체λ₯Ό μ€μ μ‘μ±νκ³ AIλ₯Ό νμ©ν νμ μ μ½ κ°λ°λ μΆμ§.
β’ μ λ ₯λ§ ν¬μ: κ΅κ°μ λ ₯λ§μ΄ 15μ°¨ 5κ°λ
νμνΌν¬ λͺ©ν μ§μμ μν 20κ° μ‘°μΉλ₯Ό λ§λ ¨. κΈ°κ° μ€ κ΄ν μ§μ μ μ¬μμλμ§ μ€λΉλ₯Ό μ°νκ· μ½ 2μ΅kW μΆκ°νκ³ , μ§μ κ° μ§λ₯μ‘μ 15κ° λ
Έμ μ κ· κ°λ, μ ν μλμ§μ μ₯μ₯μΉ 1.4μ΅kW μΆκ° μ€μΉλ₯Ό μΆμ§.
β’ λ©λͺ¨λ¦¬ λ°λ체: TrendForceλ 2027λ
κΈλ‘λ² λΉ
ν
ν¬μ AI μΈνλΌ μ₯λΉ CAPEXκ° 1μ‘°3,830μ΅ λ¬λ¬μ μ΄λ₯Ό κ²μΌλ‘ μ λ§. μ 체 AI μΈνλΌ ν¬μλΉμ μ½ 70%κ° DRAMκ³Ό NAND νλμλ‘ μ μ
λ κ²μΌλ‘ μμ.
⒠리ν¬κ΄μ°: μ΄μΆμ μννκ²½κ΅μ΄ CATL κ³μ΄μ¬μ μ μ€μ 리ν¬κ΄μ° νλ‘μ νΈ νκ²½μν₯νκ° μ μ 곡μλ₯Ό μ² ν. μ¬μ
μμ μ¬μ 곡μ μΉμ¬μ΄νΈ κ΄λ ¨ λ¬Έμ λ₯Ό μ¬κ²ν ν λ€ μ건 μΆ©μ‘± μ λ€μ 곡μν μμ μ΄λ©° CATL μΈ‘μ μ λΆ μΉμΈ μ μ°¨μ νμ‘°ν λ°©μΉ¨.
β’ ννκ΄μ (600487.SH): 1H26 λ§€μΆ 420.26μ΅ μμμΌλ‘ μ λ
λλΉ 31.13%, μ§λ°°μ£Όμ£Ό μμ΄μ΅μ 31.20μ΅ μμμΌλ‘ 93.38% μ¦κ°. 2Q μμ΄μ΅μ 20.14μ΅ μμμΌλ‘ 1Q 11.05μ΅ μμ λλΉ 82% μ¦κ°.
β’ λ‘μ°μΈμ€νΈλ£¨λ¨ΌνΈ(688808.SH): 1H26 λ§€μΆ 15.31μ΅ μμμΌλ‘ μ λ
λλΉ 208.71%, μ§λ°°μ£Όμ£Ό μμ΄μ΅μ 5.67μ΅ μμμΌλ‘ 903% μ¦κ°. AIμ λ°μ΄ν°μΌν° ν¬μ νλμ λ°λ₯Έ κ³ μ κ΄ν΅μ μ ν μμ μ¦κ°κ° μ€μ μ±μ₯μ 견μΈνμΌλ©°, 10μ£ΌλΉ 4.8μ£Ό 무μμ¦μλ₯Ό κ³ν.
YSK China Sector
https://t.me/YSK_China_sector | 1 380 |
| 19 | [μ μν 2μ°¨μ μ§ Daily news]
β δΈ λ¦¬ν¬λ°°ν°λ¦¬ μλΉμ μΈμ μ§μ μ€λ¨, μ κΈ°μ°¨ μκ° μ€μ€μ΄ μ€λ₯Έλ€
- link: https://tinyurl.com/fxzkrfbf
β [λ¨λ
]μ λΆ ESS μμ₯ ν ν€μ΄λ€..3μ°¨ μ
μ°°μ¬μ
1GW μ΄μ μ λ ₯
- link: https://tinyurl.com/32xv4szr
β νλμ°¨, λ΄λ
보κΈν μ κΈ°μ°¨μ 'λ―ΈλλμΌ NCM' μ μ©β¦2028λ
λ°°ν°λ¦¬ μλͺ
20%β
- link: https://tinyurl.com/4xph4k3m
β μ λ ₯ μμ κΈμ¦μ 2040λ
μ¬μE 6λ°°λ‘ββ¦"μ μ°μ± μμ νμΆ©λΆν°"
- link: https://tinyurl.com/j6cm2vzj
β μ κ³ μ²΄ λ°°ν°λ¦¬ κ΅μ νμ€, μ€κ΅ μ μ λ°νμΌλ‘ λ§λ λ€
- link: https://tinyurl.com/yc3zruku
β PJM μ©λμμ₯ λ¬Έμ λ‘ μ λ ₯ μ§κ±°λ κ³μ½ νμ±ν
- link: https://tinyurl.com/34wa46ap
μ μν 2μ°¨μ μ§/μ μλμ§ μ΄μλ
https://t.me/anna7673 | 1 215 |
| 20 | [8/26 YSK China Sector Daily]
β μ£Όμ μ§μ
SSE 3,889.44pt (+0.2%)
SZSE 13,745.87pt (-0.4%)
ChiNext 3,397.52pt (-1.0%)
Star50 1,604.59pt (+0.1%)
HSI 25,511.10pt (-0.0%)
HS Tech 4,588.54pt (-0.1%)
β μΉν°λ³ μμ΅λ₯
μμ: λ―Έμ©/νΌμ€λμΌμ΄(+3.7%), λλ¦Όμ΄μ
(+2.2%), μμ½λ°μ΄μ€(+2.1%)
νμ: λΉμ² κΈμ(-2.5%), μ λ ₯μ€λΉ(-1.1%), μμ νν(-0.6%)
β ν
λ§λ³ μμ΅λ₯
μμ: νμ‘μ μ (+3.9%), κ³ λ°°λΉμ£Όμ(+3.8%), ADC(+3.6%)
νμ: λ©(-2.2%), μμ°(-2.2%), κΈ(-1.6%)
β μ£Όμ λ΄μ€
β’ 6λ λ€νΈμν¬ ν¬μ: κ΅κ°λ°μ κ°νμμνκ° β6λ λ€νΈμν¬ νλβ μΆμ§νμλ₯Ό μ΄κ³ κ΄λ ¨ ν¬μ΅μ λ©μ»€λμ¦κ³Ό μ§μμ μ±
μ λ
Όμ. μ¬μ , κΈμ΅, ν¬μ, κ°κ²© λ± μ§μμ μ±
μ μΈλΆννκ³ νλ‘μ νΈ νΉμ±μ λ§λ ν¬μ΅μ 체κ³λ₯Ό ꡬμΆν΄ μ£Όμ νλ‘μ νΈ μ°©κ³΅μ κ°μν λ°©μΉ¨.
β’ ν΅μ΅ν©: μ€κ΅μ΅ν©μλμ§λ₯Ό μ€μ¬μΌλ‘ μνμ΄μ΄μ λ, λλΆμ΄μ λ λ± κΈ°μ
μ΄ μ₯κ°μΌκ°μ£Ό νμ μ°ν©μ²΄λ₯Ό ꡬμ±. 2028λ
μ 첫 25T κ³ μ¨μ΄μ λ κ°μμ₯ μμ κ°λ°/ν
μ€νΈ λΌμΈμ ꡬμΆνκ³ 2030λ
μ μν μμ κ°λ° μλ£λ₯Ό λͺ©νλ‘ μ μ.
β’ μλ£λ³΄μ₯λ²: μ κ΅μΈλ―Όλνλν μ무μμνκ° μλ£λ³΄μ₯λ² μ΄μ 3μ°¨ μ¬μλ₯Ό μ§ν. μ΄μμ βκ±΄κ° μ°μ λ°μ μ λ΅ μ΄νβμ μΆκ°νκ³ μλ£λ³΄μ₯ 체κ³μ κΈ°κΈ μ¬μ©/κ΄λ¦¬ κ΄λ ¨ κ·μ μ μΆκ° 보μ.
β’ μμ¨μ£Όν: λλ‘κ΅ν΅μμ λ² κ°μ μμ βμμ¨μ£Όν μλμ°¨ νΉλ³κ·μ βμ΄ μ μ€λΌ μμ¨μ£Όνκ³Ό 보쑰주ν κΈ°λ₯μ κ°λ
μ λͺ
λ¬Έν. μμ¨μ£Όν κΈ°λ₯ νμ±ν μνμμ κ΅ν΅λ²κ· μλ°μ΄ λ°μν κ²½μ° μλμ°¨ μμ°κΈ°μ
λλ μμ
κΈ°μ
μ΄ μ²λΆμ λ°λλ‘ κ·μ .
β’ λμ°λ¬Ό μ ν΅λ§: λμ
λμ΄λΆκ° βμ κ΅ λμ°λ¬Ό μ°μ§μμ₯ μ²΄κ³ λ°μ 15μ°¨ 5κ°λ
κ³νβμ λ°ν. 2030λ
κΉμ§ μ°μ§ λ맀μμ₯ λ°°μΉλ₯Ό κ°μ νκ³ κ±°λ, μ½λ체μΈ, λ¬Όλ₯ μΈνλΌλ₯Ό νμΆ©ν΄ νλμ λμ°λ¬Ό μ°μ§μμ₯ 체κ³λ₯Ό ꡬμΆν κ³ν.
β’ λ² μ΄ν‘νμ°½(002371.SZ): 1H26 λ§€μΆ 201.61μ΅ μμμΌλ‘ μ λ
λλΉ 24.9% μ¦κ°, μ§λ°°μ£Όμ£Ό μμ΄μ΅μ 33.70μ΅ μμμΌλ‘ 5.05% μ¦κ°. 2Q μμ΄μ΅μ 17.35μ΅ μμμΌλ‘ 1Q 16.35μ΅ μμ λλΉ 6% μ¦κ°.
YSK China Sector
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