{"id":73011,"date":"2025-09-11T22:55:19","date_gmt":"2025-09-11T13:55:19","guid":{"rendered":"https:\/\/hibulls.com\/?p=73011"},"modified":"2025-09-11T22:55:21","modified_gmt":"2025-09-11T13:55:21","slug":"09-12-%ed%88%ac%eb%bf%941-%ec%b6%94%ec%b2%9c%ec%a3%bc-%ed%95%ab%ed%95%9c-%ea%b1%b4-%eb%8b%a4-%ed%95%98%eb%8a%94-%ea%b7%b8%eb%a6%b0%ec%97%90%eb%84%88%ec%a7%80%ec%9d%98-%ec%8a%88%ed%8d%bc","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=73011","title":{"rendered":"[09.12] \ud22c\ubfd4(1++) \ucd94\ucc9c\uc8fc : \ud56b\ud55c \uac74 \ub2e4 \ud558\ub294 \uadf8\ub9b0\uc5d0\ub108\uc9c0\uc758 \uc288\ud37c \ub8e8\ud0a4"},"content":{"rendered":"\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 ‘\uac00\ub85c\ud654\uba74’\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

(\ucd94\ucc9c\uc8fc\ub294 \uc81c\uc2dc\ud574\ub4dc\ub9b0 \ucd94\ucc9c\uac00 \uc774\ud558 \uad6c\uac04\uc5d0\uc11c \ubd84\ud560 \ub9e4\uc218\ub97c \uad8c\uc7a5 \ub4dc\ub9bd\ub2c8\ub2e4. \ub9e4\uc218 \ube44\uc911\uc740 \uac1c\uac1c\uc778\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc0c1\ud669\uc5d0 \ub530\ub77c \uacb0\uc815\ud558\uc2dc\uba74 \ub418\ub294\ub370, 1\uac1c \uc885\ubaa9\uc5d0 \ube44\uc911\uc744 70% \uc774\uc0c1 \uac00\uc838\uac00\ub294 \uac83\uc740 \ucd94\ucc9c \ub4dc\ub9ac\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.)<\/em><\/p>\n\n\n\n

\u2605SK\uc774\ud130\ub2c9\uc2a4(475150)<\/p>\n\n\n\n

-\uc131\uaca9 : \uc2a4\uc719
-\ucd94\ucc9c\uac00 : 24,600\uc6d0
-\ubaa9\ud45c\uac00 : 28,000\uc6d0
-\uc190\uc808\uac00 : 19,500\uc6d0<\/p>\n\n\n\n

-\uae30\uc5c5 \uac1c\uc694<\/p>\n\n\n\n

SK\ub514\uc564\ub514\uc5d0\uc11c \uc778\uc801\ubd84\ud560\ub418\uc5b4 \uc124\ub9bd\ub41c \uc2e0\uc7ac\uc0dd\uc5d0\ub108\uc9c0 \uc804\ubb38 \uae30\uc5c5\uc784. \uc0ac\uc5c5\uc740 \ud0dc\uc591\uad11, \ud48d\ub825, \uc5f0\ub8cc\uc804\uc9c0 \ub4f1 \uc2e0\uc7ac\uc0dd\uc5d0\ub108\uc9c0\uc640 ESS \ubd80\ubb38\uc73c\ub85c \uad6c\ubd84\ub418\uba70, \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \uac1c\ubc1c, EPC, O&M, \uc804\ub825\uac70\ub798 \ub4f1\uc758 \uc0ac\uc5c5\uc744 \uc601\uc704\ud558\uace0 \uc788\uc74c. \uc2e0\uc7ac\uc0dd\uc5d0\ub108\uc9c0 \uc785\uc9c0 \ubd84\uc11d, Data analytics, Risk Management, \uc790\ubcf8\uc870\ub2ec \ub4f1 \uc6b0\uc218\ud55c \uc5ed\ub7c9\uc744 \ubc14\ud0d5\uc73c\ub85c \uc885\ud569 \uadf8\ub9b0\uc5d0\ub108\uc9c0 \uc194\ub8e8\uc158 \uae30\uc5c5\uacfc VPP \ud50c\ub7ab\ud3fc \uc0ac\uc5c5\uc790\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc74c. \ud0dc\uc591\uad11 \ubc1c\uc804\uc740 RE100 \uc774\ud589 \uae30\uc5c5 \uc99d\uac00\ub85c \uc218\uc694\uac00 \ud655\ub300\ub418\uace0 \uc788\uc73c\uba70, \uc721\uc0c1\ud48d\ub825\uc740 \uad6d\ub0b4 2\uac1c\uc18c 83MW \uc6b4\uc601\uacfc \uc2e0\uaddc \ucc29\uacf5\uc73c\ub85c \ucd5c\ub300 \ubbfc\uac04 \ubc1c\uc804 \uc0ac\uc5c5\uc790\ub85c \uc131\uc7a5 \uc608\uc815\uc784. \ud574\uc0c1\ud48d\ub825\uc740 1,325MW \uac1c\ubc1c \uc911\uc774\uba70, \ubbf8\uad6d Texas \uc9c0\uc5ed ESS 100MW \uc900\uacf5 \ubc0f \ucd94\uac00 \uac1c\ubc1c\ub85c \uae00\ub85c\ubc8c \uc2dc\uc7a5 \ud655\ub300\ub97c \ucd94\uc9c4 \uc911\uc784.<\/p>\n\n\n\n

-\ud22c\uc790 \ud3ec\uc778\ud2b8<\/p>\n\n\n\n

\u25a0\uc778\uacf5\uc9c0\ub2a5(AI) \ub370\uc774\ud130\uc13c\ud130 \uc804\ub825 \uc218\uc694\uac00 \uae09\uc99d\ud558\uba74\uc11c \uc804\ub825 \uacf5\uae09 \ubd80\uc871\uacfc \uc804\ub825\ub9dd \ubcd1\ubaa9\uc5d0 \ub300\ud55c \uc6b0\ub824\uac00 \uc2ec\ud654\ud558\uace0 \uc788\uc74c<\/p>\n\n\n\n

\u25a0\uc774\ub7f0 \uc0c1\ud669\uc5d0\uc11c \uc5f0\ub8cc\uac00 \uac00\uc9c4 \ud654\ud559\uc5d0\ub108\uc9c0\ub97c \uc804\uae30\uc5d0\ub108\uc9c0\ub85c \ubcc0\ud658\ud558\ub294 \uc124\ube44\uc778 \uc5f0\ub8cc\uc804\uc9c0\uac00 \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc74c<\/p>\n\n\n\n

\u25a0\ucd08\uae30 \uc5f0\ub8cc\uc804\uc9c0\ub294 \uc218\uc18c\ub97c \uc5f0\ub8cc\ub85c \uc0ac\uc6a9\ud588\uc9c0\ub9cc, \uc218\uc18c \uc5f0\ub8cc\uc804\uc9c0\ub97c \ud65c\uc6a9\ud560 \uc218 \uc788\ub294 \uae30\uc220 \ubc1c\uc804\uc774 \ub354\ub514\uac8c \uc9c4\ud589\ub418\uba74\uc11c \uc131\uc7a5\uc774 \uc815\uccb4\ub410\ub2e4\uac00, \ucd5c\uadfc\uc5d0\ub294 \ub300\uc548\uc73c\ub85c \ucc9c\uc5f0\uac00\uc2a4\ub97c \uc5f0\ub8cc\ub85c \uc0ac\uc6a9\ud558\ub294 \uc5f0\ub8cc\uc804\uc9c0\uac00 \ubd80\uac01\ub418\ub294 \uc911<\/p>\n\n\n\n

\u25a0\uc628\uc0ac\uc774\ud2b8 \ubc1c\uc804\uc6d0\uc73c\ub85c\uc11c \uc5f0\ub8cc\uc804\uc9c0\ub294 \ucc9c\uc5f0\uac00\uc2a4 \uacf5\uae09 \uc778\ud504\ub77c\uac00 \uac16\ucd94\uc5b4\uc838 \uc788\ub2e4\uba74 5~6\uac1c\uc6d4 \uc548\uc5d0 \uc124\uce58\ud574 \uac00\ub3d9\ud560 \uc218 \uc788\uc73c\uba70, 5~7\ub144\uc774 \uc18c\uc694\ub418\ub294 \uad11\uc5ed \uc804\ub825\ub9dd \uc5f0\uacb0\ub3c4 \ud544\uc694 \uc5c6\uc74c<\/p>\n\n\n\n

\u25a0\ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158\uac10\ucd95\ubc95(IRA) \uc0c1 \ucc9c\uc5f0\uac00\uc2a4\ub97c \uc5f0\ub8cc\ub85c \uc0ac\uc6a9\ud558\ub294 \uc5f0\ub8cc\uc804\uc9c0\ub3c4 \uc138\uc561\uacf5\uc81c \ud61c\ud0dd\uc744 \ubc1b\uc744 \uc218 \uc788\uc74c<\/p>\n\n\n\n

\u25a0\ubbf8\uad6d\uc758 \ub300\ud45c\uc801\uc778 \uc5f0\ub8cc\uc804\uc9c0 \ud68c\uc0ac\uc778 \ube14\ub8f8\uc5d0\ub108\uc9c0(Bloom Energy)\ub294 \ucd5c\uadfc \ub370\uc774\ud130\uc13c\ud130 \uc6b4\uc601 \uae30\uc5c5\ub4e4\uacfc \uc787\ub2ec\uc544 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uba74\uc11c, \uc99d\uac00\ud558\ub294 \uc218\uc694\uc5d0 \ub9de\ucdb0 CAPA\ub97c \ub0b4\ub144\uae4c\uc9c0 2GW\ub85c \uc99d\uc124\ud560 \uc608\uc815<\/p>\n\n\n\n

\u25a0SK\uc774\ud130\ub2c9\uc2a4\ub294 \uc5f0\ub8cc\uc804\uc9c0 EPC\u00b7\uac1c\ubc1c\uc6a9\uc5ed \uc0ac\uc5c5\uc744 \uc601\uc704\ud558\uba70 \uc0c1\ubc18\uae30 \uc774\ucc9c\u00b7\ud30c\uc8fc \ub4f1\uc5d0\uc11c \uc2e0\uaddc \ud504\ub85c\uc81d\ud2b8 \ucc29\uacf5 \ubcf8\uaca9\ud654\ub85c \ub9e4\ucd9c 65\uc5b5\uc6d0\uc744 \uae30\ub85d<\/p>\n\n\n\n

\u25a0\ud5a5\ud6c4 \uc5f0\ub8cc\uc804\uc9c0\uac00 AI \ub370\uc774\ud130\uc13c\ud130 \ubc1c\uc804\uc6d0\uc73c\ub85c \ub354\uc6b1 \ubd80\uac01\ub418\uba74 \ub3d9\uc0ac\uc758 \uc5f0\ub8cc\uc804\uc9c0 \uc0ac\uc5c5\ub3c4 \uc870\uba85\ub420 \uac83\uc73c\ub85c \uae30\ub300\ub428<\/p>\n\n\n\n

\u25a0\ud0dc\uc591\uad11, \ud48d\ub825, ESS \uc0ac\uc5c5 \ubd80\ubb38\uc5d0\uc11c\ub3c4 \uc548\uc815\uc801\uc778 \uc131\uc7a5\uc138\ub97c \ub098\ud0c0\ub0b4\uace0 \uc788\uc73c\uba70, \ud2b9\ud788 \uc774\uc7ac\uba85 \uc815\ubd80\uc758 RE100 \uc815\ucc45 \uac15\ud654\uc5d0 \ud798\uc785\uc5b4 \ucd5c\uc18c \ub0b4\ub144\uae4c\uc9c0 \uc2e4\uc801 \uace0\uc131\uc7a5\uc758 \uac00\uc2dc\uc131\uc774 \ud655\ubcf4\ub418\uc5b4 \uc788\uc74c<\/p>\n\n\n\n

\n
\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n<\/figure>\n","protected":false},"excerpt":{"rendered":"

(\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 ‘\uac00\ub85c\ud654\uba74’\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.) (\ucd94\ucc9c\uc8fc\ub294 \uc81c\uc2dc\ud574\ub4dc\ub9b0 \ucd94\ucc9c\uac00 \uc774\ud558 \uad6c\uac04\uc5d0\uc11c \ubd84\ud560 \ub9e4\uc218\ub97c \uad8c\uc7a5 \ub4dc\ub9bd\ub2c8\ub2e4. \ub9e4\uc218 \ube44\uc911\uc740 \uac1c\uac1c\uc778\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc0c1\ud669\uc5d0 \ub530\ub77c \uacb0\uc815\ud558\uc2dc\uba74 \ub418\ub294\ub370, 1\uac1c \uc885\ubaa9\uc5d0 \ube44\uc911\uc744 70% \uc774\uc0c1 \uac00\uc838\uac00\ub294 \uac83\uc740 \ucd94\ucc9c \ub4dc\ub9ac\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.) \u2605SK\uc774\ud130\ub2c9\uc2a4(475150) -\uc131\uaca9 : \uc2a4\uc719-\ucd94\ucc9c\uac00 : 24,600\uc6d0-\ubaa9\ud45c\uac00 : 28,000\uc6d0-\uc190\uc808\uac00 : 19,500\uc6d0 -\uae30\uc5c5 […]<\/p>\n","protected":false},"author":1,"featured_media":73012,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"acf":[],"yoast_head":"\n[09.12] \ud22c\ubfd4(1++) \ucd94\ucc9c\uc8fc : \ud56b\ud55c \uac74 \ub2e4 \ud558\ub294 \uadf8\ub9b0\uc5d0\ub108\uc9c0\uc758 \uc288\ud37c \ub8e8\ud0a4 - \ud558\uc774\ubd88\uc2a4(Hi,Bulls)<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hibulls.com\/?p=73011\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[09.12] \ud22c\ubfd4(1++) \ucd94\ucc9c\uc8fc : \ud56b\ud55c \uac74 \ub2e4 \ud558\ub294 \uadf8\ub9b0\uc5d0\ub108\uc9c0\uc758 \uc288\ud37c \ub8e8\ud0a4 - \ud558\uc774\ubd88\uc2a4(Hi,Bulls)\" \/>\n<meta property=\"og:description\" content=\"(\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 ‘\uac00\ub85c\ud654\uba74’\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.) 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