{"id":68386,"date":"2025-05-23T08:18:39","date_gmt":"2025-05-22T23:18:39","guid":{"rendered":"https:\/\/hibulls.com\/?p=68386"},"modified":"2025-05-23T08:22:38","modified_gmt":"2025-05-22T23:22:38","slug":"05-23-%ed%95%98%ec%9d%b4%eb%b6%88%ec%8a%a4-%ed%8e%80%eb%93%9c-%ec%a0%84%eb%9e%b5-1%ea%b0%9c-%ec%a2%85%eb%aa%a9-%ed%8e%b8%ec%b6%9c","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=68386","title":{"rendered":"[05.23] \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \uc804\ub7b5 : 1\uac1c \uc885\ubaa9 \ud3b8\ucd9c"},"content":{"rendered":"\n

\u25a0\uc5b4\uc81c \uae30\uc874 \ubcf4\uc720 \uc885\ubaa9 \uc0bc\uc131\ubc14\uc774\uc624\ub85c\uc9c1\uc2a4(207940)<\/mark>\ub97c \ub9e4\ub3c4 \ud3b8\ucd9c<\/strong>\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc0bc\uc131\ubc14\uc774\uc624\ub85c\uc9c1\uc2a4\uac00 \uae30\uc5c5 \uc778\uc801\ubd84\ud560\uc744 \ud1b5\ud574 \uc0bc\uc131\ubc14\uc774\uc624\ub85c\uc9c1\uc2a4-\uc0bc\uc131\uc5d0\ud53c\uc2a4\ud640\ub529\uc2a4\ub85c \ub098\ub258\uc5b4\uc9c0\uba70 \ubc14\uc774\uc624 CDMO\uc640 \ubc14\uc774\uc624\uc2dc\ubc00\ub7ec \uc0ac\uc5c5\uc744 \ubd84\ub9ac\ud558\uae30\ub85c \uacb0\uc815\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\u203b \ubd84\ud560 \uacf5\uc2dc : https:\/\/dart.fss.or.kr\/dsaf001\/main.do?rcpNo=20250522000001<\/a><\/p>\n\n\n\n

\uc774\ubc88 \ubd84\ud560\uc744 \ud1b5\ud574 \uc0bc\uc131\ubc14\uc774\uc624 \uc0ac\uc5c5\uc740 \uace0\uac1d\uc0ac\uac00 \uc81c\uae30\ud588\ub358 \uc774\ud574\uc0c1\ucda9 \ubb38\uc81c\ub97c \ud574\uc18c\ud558\uace0 \uc911\uc7a5\uae30\uc801\uc73c\ub85c\ub294 \ubc14\uc774\uc624\uc2dc\ubc00\ub7ec \uc0ac\uc5c5\ubd80\uc758 \ubbf8\uad6d\uc99d\uc2dc(\ub098\uc2a4\ub2e5) \uc0c1\uc7a5 \ub4f1 \uae0d\uc815\uc801\uc778 \ubd80\ubd84\uc774 \uc788\uc744 \uac83\uc73c\ub85c \uc804\ub9dd\ud569\ub2c8\ub2e4. \ub2e4\ub9cc, \uc800\ud76c\ub294 \ubd84\ud560 \uc774\ubca4\ud2b8\uc5d0 \ub530\ub978 \ubd88\ud655\uc2e4\uc131\uacfc \ubcc0\ub3d9\uc131 \ub178\ucd9c\ub3c4\ub97c \uc904\uc774\uace0\uc790 \ub9e4\ub3c4 \ud3b8\ucd9c\uc744 \uacb0\uc815<\/strong>\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\u25a0\uc9c0\ub09c \ud380\ub4dc \uc804\ub7b5(https:\/\/hibulls.com\/?p=68262<\/a>)\uc5d0\uc11c \ub9d0\uc500\ub4dc\ub838\ub358\ub300\ub85c, \uae30\uc874 \ubcf4\uc720 \uc885\ubaa9 JYP Ent.(035900)<\/mark>\uc5d0 \ub300\ud574 \ucd94\uac00 \ub9e4\uc218\ub97c \uc9c4\ud589\ud588\uace0, \ud3c9\uade0 \ub9e4\uc218 \ub2e8\uac00\uac00 118,100\uc6d0 \u2192 96,650\uc6d0\uc73c\ub85c \uc870\uc815<\/strong>\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\u25a0\uc5b4\uc81c \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA) \uc218\uc815 \ubc95\uc548\uc758 \ub0b4\uc6a9\uc774 \uacf5\uac1c\ub418\uba74\uc11c \ud380\ub4dc\uc5d0 \ud3b8\uc785 \uc911\uc778 \ud55c\ud654\uc194\ub8e8\uc158(009830)<\/mark><\/strong>\uacfc \uc528\uc5d0\uc2a4\uc708\ub4dc(112610)<\/mark><\/strong>\uc758 \uc8fc\uac00\uac00 \ud070 \ud3ed\uc73c\ub85c \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc9c0\ub09c\uc8fc \uacf5\uac1c\ub41c \ucd08\uc548\uc5d0\ub3c4 \ud070 \ud754\ub4e4\ub9bc\uc774 \uc5c6\uc5c8\ub358 \ud55c\ud654\uc194\ub8e8\uc158 \uc8fc\uac00\uac00 \uae09\ub77d\ud55c \uac00\uc7a5 \uc8fc\uc694\ud55c \uc694\uc778\uc740 \ubc14\ub85c TPO(\ubc95\uc778\uc774 \uc2e0\uc7ac\uc0dd \uc790\uc0b0 \uc18c\uc720\ud558\ub294 \ub300\uc2e0 \ubcf4\uc870\uae08 \uc218\ucde8)\uc5d0 \ub300\ud55c \uc138\uc561\uacf5\uc81c\ub97c \ubc30\uc81c\ud558\uaca0\ub2e4\ub294 \uc870\ud56d\uc774 \uc2e0\uaddc\ub85c \ucd94\uac00\ub418\uc5c8\uae30 \ub54c\ubb38\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \ucd5c\uadfc \ud55c\ud654\uc194\ub8e8\uc158\uc774 1\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c\uc5d0\uc11c \uc8fc\ud0dd\uc6a9 \ud0dc\uc591\uad11 \uc0ac\uc5c5\uc774 \ud06c\uac8c \ud134\uc5b4\ub77c\uc6b4\ub4dc\ud558\uba74\uc11c \uc2e4\uc801 \uc11c\ud504\ub77c\uc774\uc988\ub97c \ubc1c\ud45c\ud588\uc5c8\ub294\ub370, \uc774 \uc8fc\ud0dd\uc6a9 \ud0dc\uc591\uad11 TPO \uc0ac\uc5c5\uc5d0 \ub300\ud55c \ubd88\ud655\uc2e4\uc131\uc774 \ucee4\uc9c4 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\ucd5c\uadfc \ud55c\ud654\uc194\ub8e8\uc158\uc758 1\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c \ud6c4 \uc8fc\uac00 \uae09\ubc18\ub4f1\uc774 \uc8fc\ud0dd\uc6a9 \ud0dc\uc591\uad11 \uc0ac\uc5c5\uc758 \ud134\uc5b4\ub77c\uc6b4\ub4dc\uc600\uae30 \ub54c\ubb38\uc5d0, TPO \uc138\uc561\uacf5\uc81c \ubc30\uc81c \uc774\uc288\ub85c \uc8fc\uac00\ub294 \ub2e8\uae30\uc801\uc73c\ub85c \uc77c\uc815\ubd80\ubd84 \ub418\ub3cc\ub9bc\uc774 \ubd88\uac00\ud53c\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\ub2e4\ub9cc, \uc800\ud76c\ub294 \ud55c\ud654\uc194\ub8e8\uc158\uc758 \ubbf8\uad6d \ud0dc\uc591\uad11 \uc0ac\uc5c5\uc740 \uc8fc\ud0dd\uc6a9 \ud0dc\uc591\uad11 \uc2dc\uc7a5 \ubfd0 \uc544\ub2c8\ub77c \uc720\ud2f8\ub9ac\ud2f0, \uc0c1\uc5c5\uc6a9 \uc2dc\uc7a5\uc744 \ubaa8\ub450 \ud3ec\uad04\ud558\uace0 \uc788\ub2e4\ub294 \uc810\uc744 \uae30\uc5b5\ud574\uc57c \ud55c\ub2e4\uace0 \ubd05\ub2c8\ub2e4. <\/p>\n\n\n\n

\ud55c\ud654\uc194\ub8e8\uc158\uc758 \ubbf8\uad6d \ud0dc\uc591\uad11 \uc0ac\uc5c5\uad6c\uc870\ub294 \uc8fc\uac70\uc6a9 \ud0dc\uc591\uad11 \uc124\uce58\uc5c5\uccb4\uc778 Sunrun\uc774 \uc544\ub2c8\ub77c, First Solar\uc640 \uc720\uc0ac\ud55c \uc0ac\uc5c5\uad6c\uc870\ub97c \uc9c0\ub2c8\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud0dc\uc591\uad11 \ubaa8\ub4c8\uc744 \uc9c1\uc811 \uc81c\uc870\ud558\uc9c0 \uc54a\uace0 \uc678\ubd80\ub85c\ubd80\ud130 \uc18c\uc2f1\ud558\uc5ec \uc124\uce58\u00b7\uc6b4\uc601\ub9cc\uc744 \ub2f4\ub2f9\ud558\ub294 Sunrun\uacfc\ub294 \ub2e4\ub974\uac8c \ud55c\ud654\uc194\ub8e8\uc158\uc740 \ubbf8\uad6d\uc5d0\uc11c \ud0dc\uc591\uad11\ubaa8\ub4c8\uc744 \uc9c1\uc811 \uc0dd\uc0b0\ud558\uba70 \uc140\uacfc \uc6e8\uc774\ud37c, \uc789\uacf3\uae4c\uc9c0 \uc218\uc9c1\uacc4\uc5f4\ud654\ud558\uace0 \uc788\ub294 \ud0dc\uc591\uad11 \uc81c\uc870\uc5c5\uccb4\ub85c First Solar\uc640 \ube44\uad50\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ud0dc\uc591\uad11 \uc81c\ud488 \uc81c\uc870 \uc5c5\uccb4\uc5d0\uac8c \uc788\uc5b4 \uc8fc\uac70\uc6a9 \ud0dc\uc591\uad11 \uc124\uce58 \uc138\uae08 \uac10\uba74\ubcf4\ub2e4\ub294 \ubaa8\ub4c8 \ubc0f \uc140 \uc81c\uc870\uc2dc\uc5d0 \uc218\ub839\ud558\ub294 \ubcf4\uc870\uae08\uc778 AMPC\uac00 \ud6e8\uc52c \ub354 \uc911\uc694\ud558\uba70, \uc774\ubc88 \uc218\uc815\uc548\uc740 AMPC\uc758 \uc77c\ubab0 \uc2dc\uc810\uc774 2033\ub144\uc5d0\uc11c 2032\ub144\uc73c\ub85c 1\ub144 \ub2e8\ucd95\ub418\uba74\uc11c \uc2dc\uc7a5\uc758 \uc6b0\ub824\ubcf4\ub2e4 \ud6e8\uc52c \uc120\ubc29\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ud55c\ud654\uc194\ub8e8\uc158\uc758 2025\ub144 \ub9d0 \uae30\uc900 \ubbf8\uad6d \uc0dd\uc0b0 \ud0dc\uc591\uad11 \ubaa8\ub4c8\uc758 \uc0dd\uc0b0\uce90\ud30c\ub294 8.1GW\ub85c \ubbf8\uad6d \ub0b4\uc5d0\uc11c Firstsolar\uc5d0 \uc774\uc5b4 2\uc704\uc774\uba70, \uc140\uacfc \uc6e8\uc774\ud37c, \uc789\uacf3\ub3c4 \uac01\uac01 3.3GW \uc0dd\uc0b0\ud560 \uc608\uc815\uc774\uae30\uc5d0 AMPC\uc758 \uc720\uc9c0 \uc5ec\ubd80\uac00 \ud55c\ud654\uc194\ub8e8\uc158\uc5d0\uac8c\ub294 \ub9e4\uc6b0 \uc911\uc694\ud55c \ubb38\uc81c\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ub610\ud55c, \ubbf8\uad6d \uc720\ud2f8\ub9ac\ud2f0 \ud0dc\uc591\uad11 \uc2dc\uc7a5\uc758 80~90%\ub97c \uc7a5\uc545\ud588\ub358 \ud574\uc678\uc0b0, \ud2b9\ud788 \ub3d9\ub0a8\uc544 4\uac1c\uad6d\uc744 \uacbd\uc720\ud574 \ub4e4\uc5b4\uc624\ub358 \uc911\uad6d\uc0b0 \uacb0\uc815\uc9c8 \uc2e4\ub9ac\ucf58 \ud0dc\uc591\uad11 \ubaa8\ub4c8\/\uc140\uc774 \uc774\ubc88 IRA \uc218\uc815 \ubc95\uc548\uc73c\ub85c \uc778\ud574(2025\ub144 6\uc6d4\ubd80\ud130 \uad00\uc138 \ubd80\uacfc \uc608\uc815) \ubbf8\uad6d \uc2dc\uc7a5\uc5d0\uc11c \uc0ac\uc2e4\uc0c1 \uc0ac\ub77c\uc9c8 \uac83\uc73c\ub85c \ubcf4\uc774\uae30 \ub54c\ubb38\uc5d0, \uc774\ub97c \ud55c\ud654\uc194\ub8e8\uc158\uc774 \uc77c\uc815 \ubd80\ubd84 \ub300\uccb4\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\ubbf8\uad6d \ub0b4 \uc720\ud2f8\ub9ac\ud2f0 \ud0dc\uc591\uad11 \uc2dc\uc7a5\uc740 30GW\ub85c \uc8fc\uac70\uc6a9 \ud0dc\uc591\uad11 \uc2dc\uc7a5\uc758 5GW\ubcf4\ub2e4 6\ubc30\uac00 \ud070 \uc2dc\uc7a5\uc785\ub2c8\ub2e4. \uc989, 2026\ub144 \uc774\ud6c4 \uc8fc\ud0dd\uc6a9 \ud0dc\uc591\uad11 \uc2dc\uc7a5\uc774 \uc77c\ubd80 \ucd95\uc18c\ub418\ub354\ub77c\ub3c4 \ud55c\ud654\uc194\ub8e8\uc158\uc740 \uc720\ud2f8\ub9ac\ud2f0, \uc0c1\uc5c5\uc6a9 \ud0dc\uc591\uad11 \uc2dc\uc7a5\uc5d0\uc11c \uc8fc\ud0dd\uc6a9 \ud0dc\uc591\uad11 \uc2dc\uc7a5\uc5d0\uc11c\uc758 \uac10\uc18c\ubd84 \uc774\uc0c1\uc73c\ub85c \ud310\ub9e4\uac00 \uc99d\uac00\ud560 \uac83\uc73c\ub85c \ubcf4\uc5ec\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n

\ub2e8\uae30\uc801\uc73c\ub85c \ud55c\ud654\uc194\ub8e8\uc158\uc758 \uc8fc\uac00\ub294 \ucd5c\uadfc \uc8fc\uac00 \uae09\ubc18\ub4f1\uc5d0 \ubc18\uc601\ub41c TPO \uae30\ub300\uac10\uc774 \uc880 \uc81c\uac70\ub41c \ud6c4\uc5d0 IRA \uc218\uc815 \ubc95\uc548\uc5d0 \ub300\ud55c \ubd88\ud655\uc2e4\uc131 \ud574\uc18c\ub97c \ubc18\uc601\ud558\uba70 \uc7ac\ucc28 \ubc18\ub4f1\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud569\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

\uc528\uc5d0\uc2a4\uc708\ub4dc\ub294 \ud48d\ub825 \uc5d0\ub108\uc9c0 \uad00\ub828 \ub0b4\uc6a9\uc5d0 \ud070 \ubcc0\ud654\ub294 \uc5c6\uc5c8\uc9c0\ub9cc, \ud0dc\uc591\uad11 \uc5d0\ub108\uc9c0 \uc139\ud130 \uc8fc\uac00 \uae09\ub77d\uc758 \uc601\ud5a5\uc774 \uc788\uc5c8\ub358 \uac83\uc73c\ub85c \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\u25a0\uc544\ub798\ub294 \ud604\uc7ac \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \ud604\ud669<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

(\uc774\ubbf8\uc9c0 \ub0b4 \uae00\uc790\uac00 \uc798 \ubcf4\uc774\uc9c0 \uc54a\uc73c\uba74 \uc6f9\ube0c\ub77c\uc6b0\uc800, \ud734\ub300\ud3f0 \ud654\uba74\uc744 \u2018\uac00\ub85c\ud654\uba74\u2019\uc73c\ub85c \ubcf4\uc2dc\uac70\ub098, \uc774\ubbf8\uc9c0\ub97c \ud074\ub9ad\ud558\uba74 \ud655\ub300\ud574\uc11c \ubcf4\uc2e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.)<\/em><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n
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\u25a0\uc5b4\uc81c \uae30\uc874 \ubcf4\uc720 \uc885\ubaa9 \uc0bc\uc131\ubc14\uc774\uc624\ub85c\uc9c1\uc2a4(207940)\ub97c \ub9e4\ub3c4 \ud3b8\ucd9c\ud588\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\ubc14\uc774\uc624\ub85c\uc9c1\uc2a4\uac00 \uae30\uc5c5 \uc778\uc801\ubd84\ud560\uc744 \ud1b5\ud574 \uc0bc\uc131\ubc14\uc774\uc624\ub85c\uc9c1\uc2a4-\uc0bc\uc131\uc5d0\ud53c\uc2a4\ud640\ub529\uc2a4\ub85c \ub098\ub258\uc5b4\uc9c0\uba70 \ubc14\uc774\uc624 CDMO\uc640 \ubc14\uc774\uc624\uc2dc\ubc00\ub7ec \uc0ac\uc5c5\uc744 \ubd84\ub9ac\ud558\uae30\ub85c \uacb0\uc815\ud588\uc2b5\ub2c8\ub2e4. \u203b \ubd84\ud560 \uacf5\uc2dc : https:\/\/dart.fss.or.kr\/dsaf001\/main.do?rcpNo=20250522000001 \uc774\ubc88 \ubd84\ud560\uc744 \ud1b5\ud574 \uc0bc\uc131\ubc14\uc774\uc624 \uc0ac\uc5c5\uc740 \uace0\uac1d\uc0ac\uac00 \uc81c\uae30\ud588\ub358 \uc774\ud574\uc0c1\ucda9 \ubb38\uc81c\ub97c \ud574\uc18c\ud558\uace0 \uc911\uc7a5\uae30\uc801\uc73c\ub85c\ub294 \ubc14\uc774\uc624\uc2dc\ubc00\ub7ec \uc0ac\uc5c5\ubd80\uc758 \ubbf8\uad6d\uc99d\uc2dc(\ub098\uc2a4\ub2e5) \uc0c1\uc7a5 \ub4f1 \uae0d\uc815\uc801\uc778 \ubd80\ubd84\uc774 \uc788\uc744 \uac83\uc73c\ub85c \uc804\ub9dd\ud569\ub2c8\ub2e4. \ub2e4\ub9cc, \uc800\ud76c\ub294 \ubd84\ud560 \uc774\ubca4\ud2b8\uc5d0 \ub530\ub978 \ubd88\ud655\uc2e4\uc131\uacfc \ubcc0\ub3d9\uc131 \ub178\ucd9c\ub3c4\ub97c \uc904\uc774\uace0\uc790 \ub9e4\ub3c4 […]<\/p>\n","protected":false},"author":1,"featured_media":3556,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[],"acf":[],"yoast_head":"\n[05.23] \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \uc804\ub7b5 : 1\uac1c \uc885\ubaa9 \ud3b8\ucd9c - 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