{"id":77984,"date":"2026-01-16T07:56:34","date_gmt":"2026-01-15T22:56:34","guid":{"rendered":"https:\/\/hibulls.com\/?p=77984"},"modified":"2026-01-16T07:56:36","modified_gmt":"2026-01-15T22:56:36","slug":"%ed%95%98%ec%9d%b4%eb%b6%88%ec%8a%a4x%ec%9c%a0%ec%95%88%ed%83%80%ec%a6%9d%ea%b6%8c-%ec%a4%8d%ec%a4%8d-%ec%b6%94%ec%b2%9c%ec%a3%bc-2026%eb%85%84-1%ec%9b%94-16%ec%9d%bc%ea%b8%88","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=77984","title":{"rendered":"[\ud558\uc774\ubd88\uc2a4x\uc720\uc548\ud0c0\uc99d\uad8c] \uc90d\uc90d \ucd94\ucc9c\uc8fc 2026\ub144 1\uc6d4 16\uc77c(\uae08)"},"content":{"rendered":"\n

\uc720\uc548\ud0c0\uc99d\uad8cx\uc774\uc9c0\uc2a4 \uc81c\ud734 \uacc4\uc88c\ub97c \uac1c\uc124\ud558\uba74 \ubaa8\ubc14\uc77c \ud2b8\ub808\uc774\ub529 \uc5b4\ud50c(MTS) \u2018\ud2f0\ub808\uc774\ub354\u2019\ub97c \ud1b5\ud574 \uc90d\uc90d\uc8fc\ub97c \ubb38\uc790\uba54\uc2dc\uc9c0\ucc98\ub7fc \ubc1b\uc544\ubcf4\uc2e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/strong> <\/p>\n\n\n\n

\uc720\uc548\ud0c0\uc99d\uad8cx\uc774\uc9c0\uc2a4 \uc81c\ud734 \uacc4\uc88c \uac1c\uc124\uc740 \uc2e0\ubd84\uc99d\ub9cc \uc788\uc73c\uba74 \ubaa8\ubc14\uc77c(\ube44\ub300\uba74)\ub85c 5\ubd84\uc774\uba74 \uacc4\uc88c \uac1c\uc124\uc774 \uac00\ub2a5\ud569\ub2c8\ub2e4. \u2018\uc90d\uc90d\uc8fc\u2019\ub294 \ud558\uc774\ubd88\uc2a4\uc758 \u2018\ud22c\ubfd4(1++) \ucd94\ucc9c\uc8fc\u2019\uc640 \ubcc4\uac1c\ub85c \uc6b4\uc6a9\ub418\ub2c8, \uacf5\ubd80 \ucc28\uc6d0\uc5d0\uc11c\ub77c\ub3c4 \uaf2d \ubc1b\uc544\ubcf4\uc2dc\ub294 \uac83\uc744 \ucd94\ucc9c \ub4dc\ub9bd\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

\ud558\uc774\ubd88\uc2a4\uc5d0\ub294 \uc804\ubd80\ub294 \uc544\ub2c8\uc9c0\ub9cc, \uac00\ub054 \uc90d\uc90d\uc8fc \ub0b4\uc6a9\uc744 \uacf5\uac1c\ud574\ub4dc\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc790\uc138\ud55c \ub0b4\uc6a9\uc740 \uc544\ub798 \ub9c1\ud06c\ub97c \ucc38\uace0\ud574\uc8fc\uc138\uc694!<\/p>\n\n\n\n

\uff03\ube44\ub300\uba74 \uacc4\uc88c \uac04\ud3b8 \uac1c\uc124 \ubc14\ub85c\uac00\uae30 URL(\ucd94\ucc9c)
<\/strong>\u2192https:\/\/han.gl\/fjrePX<\/a><\/p>\n\n\n\n

\uff03\uc774\uc9c0\uc2a4x\uc720\uc548\ud0c0\uc99d\uad8c \ube44\ub300\uba74 \uacc4\uc88c \uac1c\uc124 \uc548\ub0b4
<\/strong>\u2192https:\/\/www.aegis-st.com\/aegisyuanta<\/a><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

[\ud558\uc774\ubd88\uc2a4x\uc720\uc548\ud0c0\uc99d\uad8c] \uc90d\uc90d \ucd94\ucc9c\uc8fc 2026\ub144 1\uc6d4 16\uc77c(\uae08)<\/strong><\/p>\n\n\n\n

*\ucf54\uc138\uc2a4(089890) \/ \ud604 \uc2dc\uac00\ucd1d\uc561 4,096\uc5b5\uc6d0<\/strong><\/p>\n\n\n\n

\u25b6\ud604\uc7ac\uac00 : 24,700\uc6d0(\ucd94\ucc9c\uac00 \uc774\ud558\uc5d0\uc11c \ubd84\ud560\ub9e4\uc218)<\/strong><\/p>\n\n\n\n

\u25b6\ubaa9\ud45c\/\uc190\uc808\uac00 : 1\ucc28 \ubaa9\ud45c\uac00 29,000\uc6d0 \/ 20,000\uc6d0 \uc774\ud0c8 \uc2dc \uc190\uc808<\/strong><\/p>\n\n\n\n

\u25b6\ubc18\ub3c4\uccb4 \uc81c\uc870 \uc7a5\ube44 \uc81c\uc870\u00b7\ud310\ub9e4\ub97c \uc704\ud574 \uc124\ub9bd\ub3fc 2006\ub144 \ucf54\uc2a4\ub2e5\uc5d0 \uc0c1\uc7a5\ud558\uace0, 2018\ub144 \ucf54\uc138\uc2a4\ub85c \uc0c1\ud638 \ubcc0\uacbd\ud568. \ubc18\ub3c4\uccb4 \ud6c4\uacf5\uc815 \uc7a5\ube44 \ubc0f \ub808\uc774\uc800 \uc751\uc6a9 \uc7a5\ube44\ub97c \uacf5\uae09\ud558\uba70, 2\ucc28\uc804\uc9c0 \uc81c\uc870\uc7a5\ube44\ub3c4 \uae30\uc220\ub825\uc744 \ubc14\ud0d5\uc73c\ub85c \uc218\uc8fc\u00b7\uacf5\uae09\ud568. \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc7a5\ube44\uc5d0 \ub300\ud55c \ud1a0\ud0c8 \uc194\ub8e8\uc158 \uc81c\uacf5\uc774 \uac00\ub2a5\ud558\uace0, \ub808\uc774\uc800 \uac00\uacf5 \uae30\uc220\ub825\uc73c\ub85c \uc2dc\uc7a5 \uc120\ub450\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc73c\uba70, 2\ucc28\uc804\uc9c0 \ubd84\uc57c\ub294 \uace0\uc18d\u00b7\uace0\uc815\ubc00 \uc7a5\ube44\ub85c \uc131\uc7a5 \uae30\ub300\ud558\uace0 \uc788\uc74c.<\/strong><\/p>\n\n\n\n

\u25b6\ucd5c\uadfc \uace0\uac1d\uc0ac\uc778 \uc0bc\uc131\uc804\uc790\u00b7SK\ud558\uc774\ub2c9\uc2a4\uc758 \ud22c\uc790 \uc7ac\uac1c\uc5d0 \ub530\ub77c \ubcf8\uc5c5 \uc2e4\uc801\uc774 \ubc18\ub4f1\ud558\uace0 \uc788\uc73c\uba70, \ucd94\uac00 \uc131\uc7a5 \uc694\uc778\uc73c\ub85c\ub294 \ubbf8\uad6d Bloom Energy\ud5a5 AI \uc11c\ubc84\uc6a9 \uc804\uadf9 \uc140 \uc790\ub3d9\ud654 \uc7a5\ube44 \ub0a9\ud488 \ubcf8\uaca9\ud654\ub97c \uc804\ub9dd\ud568<\/strong><\/p>\n\n\n\n

\u25b6Bloom Energy\ub294 SOFC(\uace0\uccb4\uc0b0\ud654\ubb3c \uc5f0\ub8cc\uc804\uc9c0) \uae30\uc220 \uae30\ubc18\uc758 \uace0\uc815\ud615 \uc5f0\ub8cc\uc804\uc9c0 \ubc1c\uc804\ubd84\uc57c \uae00\ub85c\ubc8c 1\uc704 \ud68c\uc0ac\ub85c, \ucd5c\uadfc \uc804\ub825\ub9dd \uc99d\uc124 \uc5c6\uc774 \uc5f0\ub8cc\uc804\uc9c0\ub97c \ud65c\uc6a9\ud55c \uc804\ub825 \uc778\ud504\ub77c \uad6c\ucd95\uc774 \uac00\ub2a5\ud558\ub2e4\ub294 \uc7a5\uc810\uc774 \ubd80\uac01\ub418\uc5b4 \ube60\ub974\uac8c \uc131\uc7a5 \uc911
\u2192Bloom Energy\ub294 \uc62c\ud574 \uc5f0\ub9d0\uae4c\uc9c0 \uc0dd\uc0b0 \uc6a9\ub7c9\uc744 2GW\uae4c\uc9c0 \ud655\ub300\ud558\uae30\ub85c \ud558\uc600\uc73c\uba70, \ud5a5\ud6c4 \ub354 \uacf5\uaca9\uc801\uc778 \uc6a9\ub7c9 \ud655\uc7a5\uc744 \uacc4\ud68d \uc911<\/strong><\/p>\n\n\n\n

\u25b6Bloom Energy\ub294 \ucf54\uc138\uc2a4\uc758 \uace0\uac1d\uc0ac\ub85c, \ub370\uc774\ud130\uc13c\ud130 \uc804\ub825 \uc218\uc694 \uae09\uc99d \ub4f1 \uc5d0\ub108\uc9c0 \ud328\ub7ec\ub2e4\uc784 \ubcc0\ud654 \uc18d Bloom Energy\uc758 \uacf5\uaca9\uc801\uc778 \ud22c\uc790 \uacc4\ud68d\uc5d0 \ub530\ub77c \ucf54\uc138\uc2a4\uc758 \uc2e4\uc801 \uc131\uc7a5\uc131\ub3c4 \ud5a5\ud6c4 \ube44\ub840\uc801\uc73c\ub85c \ub192\uc544\uc9c8 \uac83\uc73c\ub85c \uc804\ub9dd\ud568<\/strong><\/p>\n\n\n\n

\u25b6\uc62c\ud574 \uc608\uc0c1 \ub9e4\ucd9c\uc561 1842\uc5b5\uc6d0(YoY +120.3%), \uc601\uc5c5\uc774\uc775 471\uc5b5\uc6d0(YoY +149.2%)<\/strong><\/p>\n\n\n\n

\u25b6\ud604\uc7ac \uc8fc\uac00\ub294 \uc62c\ud574 \uc608\uc0c1 \uc2e4\uc801 \uae30\uc900 PER \uc57d 9\ubc30 \uc218\uc900\uc73c\ub85c \uc800\ud3c9\uac00 \uc0c1\ud0dc<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

\uc720\uc548\ud0c0\uc99d\uad8cx\uc774\uc9c0\uc2a4 \uc81c\ud734 \uacc4\uc88c\ub97c \uac1c\uc124\ud558\uba74 \ubaa8\ubc14\uc77c \ud2b8\ub808\uc774\ub529 \uc5b4\ud50c(MTS) \u2018\ud2f0\ub808\uc774\ub354\u2019\ub97c \ud1b5\ud574 \uc90d\uc90d\uc8fc\ub97c \ubb38\uc790\uba54\uc2dc\uc9c0\ucc98\ub7fc \ubc1b\uc544\ubcf4\uc2e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.  \uc720\uc548\ud0c0\uc99d\uad8cx\uc774\uc9c0\uc2a4 \uc81c\ud734 \uacc4\uc88c \uac1c\uc124\uc740 \uc2e0\ubd84\uc99d\ub9cc \uc788\uc73c\uba74 \ubaa8\ubc14\uc77c(\ube44\ub300\uba74)\ub85c 5\ubd84\uc774\uba74 \uacc4\uc88c \uac1c\uc124\uc774 \uac00\ub2a5\ud569\ub2c8\ub2e4. \u2018\uc90d\uc90d\uc8fc\u2019\ub294 \ud558\uc774\ubd88\uc2a4\uc758 \u2018\ud22c\ubfd4(1++) \ucd94\ucc9c\uc8fc\u2019\uc640 \ubcc4\uac1c\ub85c \uc6b4\uc6a9\ub418\ub2c8, \uacf5\ubd80 \ucc28\uc6d0\uc5d0\uc11c\ub77c\ub3c4 \uaf2d \ubc1b\uc544\ubcf4\uc2dc\ub294 \uac83\uc744 \ucd94\ucc9c \ub4dc\ub9bd\ub2c8\ub2e4. \ud558\uc774\ubd88\uc2a4\uc5d0\ub294 \uc804\ubd80\ub294 \uc544\ub2c8\uc9c0\ub9cc, \uac00\ub054 \uc90d\uc90d\uc8fc \ub0b4\uc6a9\uc744 \uacf5\uac1c\ud574\ub4dc\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\uc138\ud55c \ub0b4\uc6a9\uc740 \uc544\ub798 \ub9c1\ud06c\ub97c \ucc38\uace0\ud574\uc8fc\uc138\uc694! 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