{"id":77765,"date":"2026-01-12T17:42:46","date_gmt":"2026-01-12T08:42:46","guid":{"rendered":"https:\/\/hibulls.com\/?p=77765"},"modified":"2026-01-12T17:45:23","modified_gmt":"2026-01-12T08:45:23","slug":"01-12-%ec%99%b8%ea%b5%ad%ec%9d%b8-%ea%b8%b0%ea%b4%80-%ec%88%9c%eb%a7%a4%ec%88%98-%ec%83%81%ec%9c%84-%ec%a2%85%eb%aa%a9%ec%9b%90%ec%a0%84-%eb%b0%a9%ec%82%b0-%ec%a1%b0%ec%84%a0-%ec%9a%b0%ec%a3%bc","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=77765","title":{"rendered":"[01.12] \uc678\uad6d\uc778\/\uae30\uad00 \uc21c\ub9e4\uc218 \uc0c1\uc704 \uc885\ubaa9(\uc6d0\uc804\/\ubc29\uc0b0\/\uc870\uc120\/\uc6b0\uc8fc, \uc81c\uc57d\u00b7\ubc14\uc774\uc624 \ubc14\uc2a4\ucf13 \ub9e4\ub9e4 \uc885\ub8cc)"},"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

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\u25a0\uc9c0\ub09c\uc8fc \ud6c4\ubc18 \ubc29\uc0b0, \uc870\uc120\uc8fc \uac15\uc138\uc5d0 \uc774\uc5b4 \uc624\ub298\uc740 \uc6d0\uc804\uc8fc\uac00 \uac15\uc138\ub97c \ubcf4\uc774\uba70 \uc139\ud130 \uc21c\ud658\ub9e4 \ubd84\uc704\uae30\uac00 \uacc4\uc18d\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\ub85c \ub300\ud615\uc8fc \uc911\uc2ec\uc73c\ub85c \uc139\ud130 \uc21c\ud658\ub9e4\uac00 \uc804\uac1c\ub418\uba70 \uadf8\ub0a0\uadf8\ub0a0 \uc18c\uc704 \ub9d0\ud574 ‘\ucc0d\ud78c’ \ub300\ud615\uc8fc\ub4e4\uc740 \uc8fc\uac00\uac00 \ub450 \uc790\ub9bf\uc218%\ub97c \uc27d\uac8c \uae09\ub4f1\ud574\ubc84\ub9ac\ub294 \uc0c1\ud669\uc774 \uc5f0\ucd9c\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\uc74c \uc21c\ud658\ub9e4 \uc8fc\uc778\uacf5\uc740 \ub204\uac00 \ub420\uae4c \uace0\ubbfc\ud574\ubcfc \uac00\uce58\ub294 \uc788\uaca0\uc73c\ub098, \ucc0d\uae30(?)\uc2dd\uc758 \ub9e4\ub9e4\uac00 \ub418\uc9c0\ub294 \uc54a\ub3c4\ub85d \uc870\uc2ec\ud574\uc57c \ud558\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc624\ub298 \uc6d0\uc804\uc8fc\ub294 \uc8fc\ub9d0\uc5d0 \ub098\uc628 \ubbf8\uad6d \ube45\ud14c\ud06c \uba54\ud0c0(META)\uc758 \ub300\uaddc\ubaa8 \uc6d0\uc804 \uacc4\uc57d \uc18c\uc2dd\uc774 \uc7ac\ub8cc\uac00 \ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc6d0\uc804\uc8fc\ub4e4\uc774 12\uc6d4 \uc911\uc21c \uc774\ud6c4 \ub2e4\uc18c \uc9c0\uc9c0\ubd80\uc9c4\ud55c \ud750\ub984\uc774\uc5c8\ub294\ub370, \uc624\ub298 \ud604\ub300\uac74\uc124\ubd80\ud130 \uc2e0\uace0\uac00\uac00 \ub098\uc654\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc6d0\uc804\uc740 \ub300\ud615\uc8fc\ub294 \ubbf8\uad6d\ud5a5\uc73c\ub85c \ub300\ud615 \uc6d0\uc804+\uc18c\ud615\ubaa8\ub4c8\uc6d0\uc804(SMR) \ubaa8\uba58\ud140\uc744 \ubaa8\ub450 \uac16\ucd94\uace0 \uc788\ub294 \ud604\ub300\uac74\uc124\uc744, \uc18c\ud615\uc8fc \uc911\uc5d0\uc11c\ub294 \uc6b0\uc9c4\uc744 \uac00\uc7a5 \uc88b\uac8c \ubcf4\uace0 \uc788\ub2e4<\/strong>\uace0 \uc5ec\ub7ec\ubc88 \ubc18\ubcf5 \ub9d0\uc500\ub4dc\ub838\uc2b5\ub2c8\ub2e4. \ucd5c\uadfc \ub300\ud615\uc8fc\ub4e4\uc774 \uc804\uace0\uc810\uc744 \ub3cc\ud30c\ud558\uba74 \ud504\ub85c\uadf8\ub7a8 \ub9e4\uc218\uc138\uac00 \uc720\uc785\ub418\uba74\uc11c \uc8fc\uac00\uac00 \ucd94\uac00\ub85c \ub354 \uc0c1\uc2b9\ud558\ub294 \ud328\ud134\uc744 \ubcf4\uc774\uace0 \uc788\ub294\ub370, \uc624\ub298 \ud604\ub300\uac74\uc124\ub3c4 \ub9c8\ucc2c\uac00\uc9c0\uc600\uc2b5\ub2c8\ub2e4. \uc6b0\uc9c4\uc740 \ub300\ud615\uc8fc\ub294 \uc544\ub2c8\uc9c0\ub9cc, \uc804\uace0\uc810\uae4c\uc9c0 \ub2e8 +4% \ub0a8\uaca8\ub450\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\u25a0\ubc29\uc0b0, \uc870\uc120\uc8fc<\/strong>\ub294 \uc624\ub298 \uc77c\ubd80 \uc885\ubaa9\uc5d0\uc11c \ucc28\uc775 \uc2e4\ud604 \ub9e4\ub3c4\uc138\uac00 \ub098\uc624\uae30\ub3c4 \ud588\uc73c\ub098, \uc139\ud130 \uc804\ubc18\uc801\uc73c\ub85c \uc0c1\ubc29 \ucd94\uc138\uac00 \uc720\uc9c0<\/strong>\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\ub798\ub294 \ucd5c\uadfc \uc678\uad6d\uc778\/\uae30\uad00 \uc218\uae09 \uc815\ub9ac\ub97c \ud1b5\ud574 \ubc18\ubcf5 \uac15\uc870\ub4dc\ub9ac\uace0 \uc788\ub294 \ub0b4\uc6a9\uc744 \ub2e4\uc2dc \ud55c\ubc88 \ubd99\uc5ec \ub4dc\ub9bd\ub2c8\ub2e4.<\/p>\n\n\n\n

\ubc29\uc0b0\uc8fc\ub294 \ud574\uc678 \uc218\ucd9c\uc744 \ud558\uba70 \uc6b0\uc8fc \uc0ac\uc5c5\uc774 \uc788\ub294 \ub300\ud615\uc8fc\ub4e4\uc744 \uc120\ud638\ud55c\ub2e4\uace0 \ub9d0\uc500\ub4dc\ub838\uc5c8\uc2b5\ub2c8\ub2e4. \ud55c\ud654\uc5d0\uc5b4\ub85c\uc2a4\ud398\uc774\uc2a4, \ud55c\uad6d\ud56d\uacf5\uc6b0\uc8fc, \ud55c\ud654\uc2dc\uc2a4\ud15c, LIG\ub125\uc2a4\uc6d0, \ud604\ub300\ub85c\ud15c\uc744 \ubaa8\ub450 \uc88b\uac8c \ubd05\ub2c8\ub2e4. \ucd5c\uadfc \uc720\uc548\ud0c0\uc99d\uad8c \uc90d\uc90d \ucd94\ucc9c\uc8fc\ub97c \ud1b5\ud574 \ud55c\ud654\uc5d0\uc5b4\ub85c\uc2a4\ud398\uc774\uc2a4, LIG\ub125\uc2a4\uc6d0\uc744 \uc18c\uac1c\ud574\ub4dc\ub838\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

\uc870\uc120\uc8fc\ub294 \uc62c\ud574 \uc8fc\uac00 \uad00\uac74\uc774 MASGA(Make American Shipbuilding Great Again)\/\uce90\ub098\ub2e4 \uc7a0\uc218\ud568 \uac19\uc740 \uad70\ud568 \uc0ac\uc5c5\uacfc LNG \uc6b4\ubc18\uc120(LNGc)\uc5d0 \uc788\ub2e4\uace0 \ub9d0\uc500\ub4dc\ub838\uc5c8\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \ud544\ub9ac \uc870\uc120\uc18c\ub97c \ud1b5\ud574 \uad70\ud568 \uc0ac\uc5c5 \uc601\uc704\uac00 \uac00\ub2a5\ud55c \ud55c\ud654\uc624\uc158, \uc5d4\uc9c4 \uae30\uc790\uc7ac \uc5c5\uccb4, LNG \ubcf4\ub0c9\uc7ac \uc5c5\uccb4(\uadf8 \uc911 \ud55c\uad6d\uce74\ubcf8)\uc744 \uac00\uc7a5 \uc88b\uac8c \ubd05\ub2c8\ub2e4. \ucd5c\uadfc \ud22c\ubfd4(1++) \ucd94\ucc9c\uc8fc\ub97c \ud1b5\ud574 \ud55c\uad6d\uce74\ubcf8, \ud55c\ud654\uc5d4\uc9c4\uc744 \uc18c\uac1c\ud574\ub4dc\ub838\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

\u25a0\uc6b0\uc8fc \ud14c\ub9c8\ub294 \uc2dc\ud669\uacfc \ubb34\uad00\ud55c \uac1c\ubcc4 \ucd08\uac15\uc138 \ud750\ub984\uc774 \uacc4\uc18d<\/strong>\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc62c\ud574 \ud558\ubc18\uae30 \uc2a4\ud398\uc774\uc2a4X IPO \uc774\ubca4\ud2b8\uac00 \uae30\ub2e4\ub9ac\uace0 \uc788\uace0, \uad6d\ub0b4\uc5d0\uc11c \uc815\ubd80 \uc815\ucc45\ub3c4 \ub4b7\ubc1b\uce68\ub418\uace0 \uc788\uae30 \ub54c\ubb38\uc5d0 \ub2f9\ubd84\uac04 \uc0c1\ubc29 \ucd94\uc138\uac00 \uacc4\uc18d\ub420 \uac83\uc73c\ub85c \ubcf4\uace0 \uc788\ub2e4<\/strong>\uace0 \ub9d0\uc500\ub4dc\ub838\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc6b0\uc8fc \uc139\ud130 \ub0b4 \uc800\ud76c\uc758 top-pick\uc740 \uacc4\uc18d \ub9d0\uc500\ub4dc\ub824\uc654\ub358\ub300\ub85c \uc2a4\ud398\uc774\uc2a4X\uc5d0 \ud575\uc2ec \uc18c\uc7ac\ub97c \uc9c1\uc811 \uacf5\uae09\ud558\ub294 \uc2a4\ud53c\uc5b4, \uc5d0\uc774\uce58\ube0c\uc774\uc5e0\uc785\ub2c8\ub2e4. \uc2a4\ud398\uc774\uc2a4X\uc5d0 \ub300\uaddc\ubaa8 \ud22c\uc790\ub97c \uc9d1\ud589\ud55c \ubbf8\ub798\uc5d0\uc14b\uc99d\uad8c\ub3c4 \uc88b\uac8c \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc138 \uc885\ubaa9 \ubaa8\ub450 \ucd5c\uadfc \ucd94\ucc9c\uc8fc\ub85c \uc18c\uac1c\ud574\ub4dc\ub838\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

\ub610\ud55c, \uad6d\ub0b4 \ubc29\uc0b0 \uae30\uc5c5\ub4e4\uc774 \u2018\ub274\uc2a4\ud398\uc774\uc2a4(New Space)\u2019 \uc2dc\ub300\ub97c \ub9de\uc544 \ubaa8\ub450 \uc6b0\uc8fc \uc0ac\uc5c5\uc5d0 \uc0c1\ub2f9\ud55c \ube44\uc911\uc744 \ub450\uace0 \ucd94\uc9c4\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc5d0, \ubc29\uc0b0\u2192\uc6b0\uc8fc\ub85c \ubc38\ub958\uc5d0\uc774\uc158 \ud655\uc7a5 \uc5ec\uc9c0\uac00 \uc788\uc74c\uc744 \ubcf4\uc790\uace0 \ub9d0\uc500\ub4dc\ub838\uc2b5\ub2c8\ub2e4. \ubc29\uc0b0 \uae30\uc5c5\ub4e4\uc740 \ubbf8\uad6d\uc744 \ube44\ub86f\ud55c \uc138\uacc4 \uac01\uad6d\uc758 \ubc29\uc704\ube44 \uc99d\uc561 + \uae00\ub85c\ubc8c \uc9c0\uc815\ud559\uc801 \uae34\uc7a5 \ud655\ub300 \uc9c0\uc18d + \uc6b0\uc8fc \uc0ac\uc5c5 \uc7ac\ud3c9\uac00 \ub77c\ub294 3\ubc15\uc790\uac00 \uc8fc\uac00\uc5d0 \ubc18\uc601\ub418\ub294 \uad6d\uba74<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\u25a0\uc5f0\uc911 \ucd5c\ub300 \uc81c\uc57d\u00b7\ubc14\uc774\uc624 \uc5c5\uacc4 \ud589\uc0ac\uc778 JP\ubaa8\uac74 \ud5ec\uc2a4\ucf00\uc5b4 \ucee8\ud37c\ub7f0\uc2a4\uac00 \ubbf8\uad6d \uc2dc\uac04\uc73c\ub85c 1\uc6d4 12\uc77c, \ud55c\uad6d \uc2dc\uac04\uc73c\ub85c\ub294 13\uc77c\ubd80\ud130 \ubbf8\uad6d \uc0cc\ud504\ub780\uc2dc\uc2a4\ucf54\uc5d0\uc11c \uac1c\ucd5c<\/strong>\ub429\ub2c8\ub2e4. \uc9c0\ub09c\uc8fc \uae08\uc694\uc77c\uae4c\uc9c0\ub294 \uc774\ubca4\ud2b8 \uc804 \ub9c9\ud310 \ub9e4\uc218\uc138\uc640 \ub3d9\uc2dc\uc5d0 \ucc28\uc775 \uc2e4\ud604 \ub9e4\ubb3c\ub3c4 \uc77c\ubd80 \ub098\uc624\ub294 \uad6c\ub3c4\uc600\ub294\ub370\uc694. \uc624\ub298\uc740 \ud655\uc2e4\ud788 \ucc28\uc775 \uc2e4\ud604\uc774 \uc6b0\uc704\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uae30\uc874\uc5d0 \ub9d0\uc500\ub4dc\ub9b0\ub300\ub85c \uc800\ud76c\ub294 JP\ubaa8\uac74 \ud5ec\uc2a4\ucf00\uc5b4 \ucee8\ud37c\ub7f0\uc2a4 \uc774\ubca4\ud2b8 \uc804 \uae30\ub300\uac10\uc774 \uac00\uc7a5 \ud06c\uac8c \ud615\uc131\ub418\uc5b4 \uc788\ub294 \uc9c0\ub09c\uc8fc \uae08\uc694\uc77c(1\/9)\ubd80\ud130 \uc624\ub298(1\/12)\uae4c\uc9c0 \ud604\uc7ac \ubc14\uc2a4\ucf13\uc73c\ub85c \ub4e4\uace0 \uc788\ub294 \uc81c\uc57d\u00b7\ubc14\uc774\uc624\uc8fc\ub4e4\uc744 \ubd84\ud560 \ub9e4\ub3c4 \uc644\ub8cc\ud588\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

\uc791\ub144 10\uc6d4 \ub9d0\ubd80\ud130 \uc81c\uc57d\u00b7\ubc14\uc774\uc624 \ubc14\uc2a4\ucf13 \ub9e4\uc218\ub97c \uac15\uc870\ub4dc\ub824\uc654\uae30 \ub54c\ubb38\uc5d0, \ud3a9\ud2b8\ub860\u00b7\ub098\uc774\ubca1 \ub4f1 \uc77c\ubd80 \uc57d \uc190\uc2e4\ub85c \ub9e4\ub3c4\ud558\ub294 \uc885\ubaa9\uc774 \uc788\ub354\ub77c\ub3c4, \ubc14\uc2a4\ucf13 \uc804\uccb4\ub85c\ub294 \ud070 \uc218\uc775\uc778 \uc0c1\ud669\uc774\uc2e4 \uac81\ub2c8\ub2e4. \uae00\ub85c\ubc8c \uc81c\uc57d\uc0ac \uc77c\ub77c\uc774\ub9b4\ub9ac(LLY)\uc640 \uae30\uc220\uc774\uc804 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uace0 \uc9c0\ubd84 \ud22c\uc790\uae4c\uc9c0 \ubc1b\uc740 \uc5d0\uc774\ube44\uc5d8\ubc14\uc774\uc624\uac00 +100% \ub118\uac8c \uc0c1\uc2b9\ud588\uace0, +10%\ub300\uc5d0\uc11c +90%\ub300\uae4c\uc9c0 \ubc14\uc2a4\ucf13 \ub0b4 \ud3b8\uc785 \uc885\ubaa9\ub4e4 \ub300\ubd80\ubd84\uc774 \ub450 \uc790\ub9bf\uc218% \uc774\uc0c1\uc758 \uc218\uc775\ub960\uc744 \uac70\ub450\uc5c8\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

\uc57d \ub450 \ub2ec\uac04\uc758 \uc81c\uc57d\u00b7\ubc14\uc774\uc624 \ubc14\uc2a4\ucf13 \ub9e4\ub9e4\ub294 \uc624\ub298\ub85c\uc368 \uc885\ub8cc<\/strong>\ub418\uc5c8\uace0, \ud5a5\ud6c4 \uae30\uc220\uc774\uc804\u00b7\uc784\uc0c1\uc2dc\ud5d8 \ub4f1 \ubaa8\uba58\ud140\uc774 \uc88b\uc740 \uc885\ubaa9\uc774 \uc788\ub2e4\uba74 \uac1c\ubcc4 \uc811\uadfc\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4.<\/p>\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.) \u25a0\uc9c0\ub09c\uc8fc \ud6c4\ubc18 \ubc29\uc0b0, \uc870\uc120\uc8fc \uac15\uc138\uc5d0 \uc774\uc5b4 \uc624\ub298\uc740 \uc6d0\uc804\uc8fc\uac00 \uac15\uc138\ub97c \ubcf4\uc774\uba70 \uc139\ud130 \uc21c\ud658\ub9e4 \ubd84\uc704\uae30\uac00 \uacc4\uc18d\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\ub85c \ub300\ud615\uc8fc \uc911\uc2ec\uc73c\ub85c \uc139\ud130 \uc21c\ud658\ub9e4\uac00 \uc804\uac1c\ub418\uba70 \uadf8\ub0a0\uadf8\ub0a0 \uc18c\uc704 \ub9d0\ud574 ‘\ucc0d\ud78c’ \ub300\ud615\uc8fc\ub4e4\uc740 \uc8fc\uac00\uac00 \ub450 \uc790\ub9bf\uc218%\ub97c \uc27d\uac8c \uae09\ub4f1\ud574\ubc84\ub9ac\ub294 \uc0c1\ud669\uc774 \uc5f0\ucd9c\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\uc74c \uc21c\ud658\ub9e4 \uc8fc\uc778\uacf5\uc740 \ub204\uac00 […]<\/p>\n","protected":false},"author":1,"featured_media":2681,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[],"acf":[],"yoast_head":"\n[01.12] \uc678\uad6d\uc778\/\uae30\uad00 \uc21c\ub9e4\uc218 \uc0c1\uc704 \uc885\ubaa9(\uc6d0\uc804\/\ubc29\uc0b0\/\uc870\uc120\/\uc6b0\uc8fc, \uc81c\uc57d\u00b7\ubc14\uc774\uc624 \ubc14\uc2a4\ucf13 \ub9e4\ub9e4 \uc885\ub8cc) - 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