{"id":76643,"date":"2025-12-11T19:32:18","date_gmt":"2025-12-11T10:32:18","guid":{"rendered":"https:\/\/hibulls.com\/?p=76643"},"modified":"2025-12-11T19:32:19","modified_gmt":"2025-12-11T10:32:19","slug":"12-12-%ed%88%ac%eb%bf%941-%ec%b6%94%ec%b2%9c%ec%a3%bc-%eb%89%b4-%ec%8a%a4%ed%8e%98%ec%9d%b4%ec%8a%a4new-space-%ec%83%9d%ed%83%9c%ea%b3%84-%ec%86%8d-%eb%8f%85%eb%b3%b4","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=76643","title":{"rendered":"[12.12]\u00a0\ud22c\ubfd4(1++)\u00a0\ucd94\ucc9c\uc8fc\u00a0:\u00a0\ub274 \uc2a4\ud398\uc774\uc2a4(New Space) \uc0dd\ud0dc\uacc4 \uc18d \ub3c5\ubcf4\uc801\uc778 \uc18c\uc7ac \uae30\uc5c5"},"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

\u2605\uc2a4\ud53c\uc5b4(347700)<\/p>\n\n\n\n

-\uc131\uaca9 : \uc911\uae30
-\ucd94\ucc9c\uac00 : 9,480\uc6d0
-\ubaa9\ud45c\uac00 : 13,200\uc6d0
-\uc190\uc808\uac00 : 7,500\uc6d0<\/p>\n\n\n\n

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

2012\ub144 \uc124\ub9bd\ub41c \ub514\uc9c0\ud138\ud5ec\uc2a4\ucf00\uc5b4 \uae30\uc220 \uae30\uc5c5\uc73c\ub85c, 2025\ub144 \uc2a4\ud53c\uc5b4\ucf54\ub9ac\uc544\uc640 \ud569\ubcd1\ud574 ‘\uc2a4\ud53c\uc5b4\ucf54\ud37c\ub808\uc774\uc158’\uc73c\ub85c \uc0ac\uba85\uc744 \ubcc0\uacbd\ud558\uace0 \ud2b9\uc218\ud569\uae08 \uc0ac\uc5c5\uc5d0 \uc9c4\ucd9c\ud568. \uae00\ub85c\ubc8c \ucd5c\ub300 \ubbfc\uac04 \uc6b0\uc8fc\ud56d\uacf5 \uae30\uc5c5 ‘\uc2a4\ud398\uc774\uc2a4X’\uc5d0 \ub85c\ucf13 \ubc1c\uc0ac\uccb4\uc6a9 \uace0\ub09c\ub3c4 \ud2b9\uc218\ud569\uae08\uc744 \uacf5\uae09\ud558\ub294 \uae00\ub85c\ubc8c 5\ub300 Tier 1 \uacf5\uae09\uc0ac\uc784. \ub85c\ucf13 \uc5d4\uc9c4 \ubd80\ud488 \ubc0f \ub178\uc990 \ub4f1\uc5d0 \ud22c\uc785\ub418\ub294 \ud2b9\uc218\ud569\uae08\uc758 \uc18c\uc7ac \uac00\uacf5, \ud488\uc9c8 \uad00\ub9ac, \ub0a9\uae30, \ubca4\ub354\uc0ac \uad00\ub9ac \ub4f1 \ucd5c\uc885 \uc218\uc694\ucc98\uc758 \uc694\uad6c\uc0ac\ud56d\uacfc \uacf5\uae09\ub9dd\uc744 \ucd1d\uc81c\uc801\uc73c\ub85c \uad00\ub9ac\u00b7\uc870\uc728\ud55c\ub2e4\ub294 \uc810\uc5d0\uc11c \uc77c\ubc18\uc801\uc778 \uc720\ud1b5\uc0ac\uc640 \ucc28\ubcc4\ud654\ub418\ub294 \ubca8\ub958\uccb4\uc778\uc784. \uc81c\ud488 \uac1c\ubc1c\ubd80\ud130 \uacf5\uae09\uae4c\uc9c0 \uc2e0\uc18d\ud55c \ub300\uc751\uccb4\uacc4\ub97c \uac16\ucd94\uace0 \uc804 \uc8fc\uae30 \ud1b5\ud569 \uc9c0\uc6d0 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uacf5\uae09\ub9dd \uc194\ub8e8\uc158(Supply Chain Management : SCM) \uc804\ubb38 \uae30\uc5c5\uc73c\ub85c\uc11c \uc5ed\ud560\uc744 \uac15\ud654\ud558\uace0 \uc788\uc74c.<\/p>\n\n\n\n

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

\u25a0\ub3d9\uc0ac\ub294 \uc8fc\ub85c \ub2c8\ucf08\uacc4 \ud2b9\uc218\ud569\uae08\uc744 \ub77c\uc6b4\ub4dc\ubc14, \ud50c\ub808\uc774\ud2b8 \ud615\ud0dc\ub85c \ub0a9\ud488 \uc911
\u2192\uc62c\ud574 \uc218\uc5b5~\uc218\ubc31\uc5b5\uc6d0 \uaddc\ubaa8\uc758 \uc2a4\ud398\uc774\uc2a4X\ud5a5 \ud2b9\uc218\ud569\uae08 \uacf5\uae09\uacc4\uc57d\uc744 \uacc4\uc18d \uccb4\uacb0 \uc911
\u2192\uc7a5\uae30\uc801\uc73c\ub85c \ubc29\uc0b0\/\uc5d0\ub108\uc9c0 \ub4f1 \ub2e4\uc591\ud55c \uc0b0\uc5c5\uc73c\ub85c\uc758 \uace0\uac1d\uc0ac \ubc0f \uacf5\uae09 \uac15\uc885\uc758 \ud655\ub300 \ucd94\uc9c4 \uc911<\/p>\n\n\n\n

\u25a0\ud2b9\ud788 \uc9c0\ub09c 7\uc6d4 \uc2a4\ud398\uc774\uc2a4X\uc640 2035\ub144(10\ub144\uac04)\uae4c\uc9c0 \uc57d 1.5\uc870\uc6d0 \uaddc\ubaa8\uc758 \uc7a5\uae30 \uacf5\uae09\uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uba70 \ud611\ub825 \uad00\uacc4 \uac15\ud654
\u2192\uc2a4\ud398\uc774\uc2a4X\uc758 \uc694\uccad\uc5d0 \ub530\ub77c \ucd5c\ub300 3\ub144\uac04 \uacc4\uc57d \uc5f0\uc7a5 \uac00\ub2a5<\/p>\n\n\n\n

\u25a0\ud569\ubcd1 \uc774\ud6c4 \uc2a4\ud398\uc774\uc2a4X\ud5a5 \ub204\uc801 \uc218\uc8fc\uae08\uc561 \uc57d 970\uc5b5\uc6d0 \uae30\ub85d<\/p>\n\n\n\n

\u25a0\ud5a5\ud6c4 \uc6b0\uc8fc\u00b7\ud56d\uacf5 \ubc1c\uc0ac\uccb4 \uc2dc\uc7a5\uc758 \uc7a5\uae30 \uc131\uc7a5\uc5ec\ub825(CAGR +14.6%, 2024~33\ub144)\uc744 \uac10\uc548\ud558\uba74, \uacf5\uae09 \uaddc\ubaa8\uc758 \uc9c0\uc18d\uc801\uc778 \ud655\ub300\uac00 \uac00\ub2a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud568<\/p>\n\n\n\n

\u25a0\ub610\ud55c, \uc2a4\ud398\uc774\uc2a4X\ub294 2026\ub144 \ud558\ubc18\uae30\ub97c \ubaa9\ud45c\ub85c \ub274\uc695\uc99d\uc2dc \uc0c1\uc7a5(IPO)\uc744 \ucd94\uc9c4 \uc911<\/p>\n\n\n\n

\u25a0\uc2a4\ud398\uc774\uc2a4X\ub294 IPO\ub97c \ud1b5\ud574 300\uc5b5$ \uc774\uc0c1\uc758 \uc790\uae08\uc744 \uc870\ub2ec\ud558\uace0 \uc57d 1.5\uc870$\uc758 \uae30\uc5c5\uac00\uce58 \ucc45\uc815\uc744 \ubaa9\ud45c\ub85c \ud568<\/p>\n\n\n\n

\u25a02026\ub144 \uc2a4\ud398\uc774\uc2a4X IPO\ub294 2019\ub144 \uc0ac\uc6b0\ub514 \uc11d\uc720\uae30\uc5c5 \uc544\ub78c\ucf54 IPO \uc774\ud6c4 \ucd5c\ub300 \uaddc\ubaa8\uc774\uba70, \ub0b4\ub144 \uc99d\uc2dc\uc5d0\uc11c \uac00\uc7a5 \ub728\uac70\uc6b4 \uc774\uc288\uac00 \ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ud568<\/p>\n\n\n\n

\u25a0\uc2a4\ud398\uc774\uc2a4X IPO \uc808\ucc28\uac00 \ubcf8\uaca9 \uc9c4\ud589\ub418\uba74 \ub3d9\uc0ac\ub294 \uc2a4\ud398\uc774\uc2a4X\uc758 5\ub300 Tier 1 \uacf5\uae09\uc0ac\ub85c \uc2dc\uc7a5\uc5d0\uc11c \ubd80\uac01\ub420 \uac83\uc73c\ub85c \uae30\ub300\ud568<\/p>\n\n\n\n

\u25a0\ud55c\uad6d \uc6b0\uc8fc\ud56d\uacf5\uccad(KASA)\ub3c4 ‘\ub274 \uc2a4\ud398\uc774\uc2a4(New Space)’ \uc0dd\ud0dc\uacc4 \ud65c\uc131\ud654\ub97c \uc704\ud574 \uc804\ubc29\uc704\uc801\uc778 \uc138\uc81c \ud61c\ud0dd\uc548\uc744 \ub9c8\ub828 \uc911\uc73c\ub85c, \uad6d\ub0b4 \uc815\ucc45 \ubaa8\uba58\ud140\ub3c4 \uae30\ub300 \uc694\uc778<\/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.) 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