{"id":86674,"date":"2026-08-25T07:43:37","date_gmt":"2026-08-24T22:43:37","guid":{"rendered":"https:\/\/hibulls.com\/?p=86674"},"modified":"2026-08-25T07:43:38","modified_gmt":"2026-08-24T22:43:38","slug":"08-25-%ed%88%ac%eb%bf%941-%ec%b6%94%ec%b2%9c%ec%a3%bc-%ec%82%ac%ec%97%85%ec%9d%98-%eb%ac%b4%ea%b2%8c%ec%a4%91%ec%8b%ac-%ec%b6%95%ec%9d%b4-%ec%9d%b4%eb%8f%99%ed%95%98%eb%a9%b4","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=86674","title":{"rendered":"[08.25]\u00a0\ud22c\ubfd4(1++)\u00a0\ucd94\ucc9c\uc8fc\u00a0: \uc0ac\uc5c5\uc758 \ubb34\uac8c\uc911\uc2ec \ucd95\uc774 \uc774\ub3d9\ud558\uba74\uc11c \uc608\uc0c1\ubcf4\ub2e4 \ube68\ub77c\uc9c0\ub294 \ud134\uc5b4\ub77c\uc6b4\ub4dc"},"content":{"rendered":"\n<p><em>(\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 &#8216;\uac00\ub85c\ud654\uba74&#8217;\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<p><em>(\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<p>\u2605\uc0bc\uc131SDI(006400)<\/p>\n\n\n\n<p>-\uc131\uaca9 : \uc2a4\uc719~\uc911\uae30<br>-\ucd94\ucc9c\uac00 : 515,000\uc6d0<br>-\ubaa9\ud45c\uac00 : 650,000\uc6d0<br>-\uc190\uc808\uac00 : 350,000\uc6d0<\/p>\n\n\n\n<p>-\ud575\uc2ec \ud22c\uc790 \ud3ec\uc778\ud2b8<\/p>\n\n\n\n<p>EV\uc5d0\uc11c ESS\ub85c \ubb34\uac8c\uc911\uc2ec\uc774 \uc774\ub3d9\ud558\uba74\uc11c \ud134\uc5b4\ub77c\uc6b4\ub4dc\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ube68\ub77c\uc9c0\ub294 \uc911<\/p>\n\n\n\n<p>&#8220;EV \ubd80\uc9c4\uc744 \ub118\uc5b4 ESS\u00b7LFP\u00b7\uc804\uace0\uccb4\ub85c \uc7ac\ud3c9\uac00&#8221;<\/p>\n\n\n\n<p>\u25a0\ud55c\ub9c8\ub514\ub85c \uc5b4\ub5a4 \ud68c\uc0ac\uc778\uac00?<br>\u2192EV(\uc804\uae30\ucc28) \ubc30\ud130\ub9ac \uc5c5\ud669 \ubd80\uc9c4\uc744 ESS(\uc5d0\ub108\uc9c0\uc800\uc7a5\uc7a5\uce58)\uac00 \uba54\uc6b0\uae30 \uc2dc\uc791\ud558\uba74\uc11c \ubcf8\uaca9 \ud134\uc5b4\ub77c\uc6b4\ub4dc \uad6d\uba74\uc5d0 \uc9c4\uc785\ud55c \ubc30\ud130\ub9ac \uc5c5\uccb4<\/p>\n\n\n\n<p>\u25a0\uc131\uc7a5\ub3d9\ub825<br>\u2460AI \ub370\uc774\ud130\uc13c\ud130 \uc804\ub825\ub9dd(ESS\u00b7UPS\u00b7BBU)<br>\u2192AI \uc804\ub825 \uc218\uc694 \ud3ed\ubc1c\ub85c \uace0\ucd9c\ub825 BBU(\ubc30\ud130\ub9ac \ubc31\uc5c5 \uc720\ub2db) \ubc0f \uc804\ub825\ub9dd\uc6a9 \uac01\ud615 LFP ESS \uc218\uc8fc\uac00 \uae09\uc99d\ud558\uba70 \uc2e4\uc801 \ubc18\ub4f1\uc758 \uac15\ub825\ud55c \uc8fc\ucd95\uc73c\ub85c \ubd80\uc0c1 \uc911<br>\u2192\ube44\uc911\uad6d\uc0b0(Non-FEOC) \uac01\ud615 LFP \uc218\uc694 \uc99d\uac00\ub85c \uc218\uc8fc \uae09\uc99d. \ud604\uc7ac \ud655\ubcf4\ud55c \uc218\uc8fc\ub9cc 2029\ub144\uae4c\uc9c0 \uce90\ud30c \uc0c1\ub2f9 \ubd80\ubd84\uc744 \ucee4\ubc84, \ucd94\uac00 \uc218\uc8fc \uc2dc 2028\ub144\ubd80\ud130 \uce90\ud30c \ucd08\uacfc \uac00\ub2a5<\/p>\n\n\n\n<p>\u2461EV<br>\u2192\ub2e8\uae30 \ubd80\uc9c4\uc740 \uc9c0\uc18d\ub418\uc9c0\ub9cc \uc720\ub7fd EV \uce68\ud22c\uc728 \uc0c1\uc2b9\uacfc LFP \uac01\ud615 \uc2e0\uaddc \uc218\uc8fc \ud655\ub300\ub97c \ucd94\uc9c4 \uc911<br>\u2192\uc911\uad6d \uc5c5\uccb4 \ub300\ube44 \uaddc\uc81c\u00b7\uae30\uc220 \uce21\uba74\uc758 \uacbd\uc7c1\ub825 \ubd80\uac01\ub418\uace0 \uc788\uc73c\uba70, \ucd5c\uadfc \ub0b4\uc5f0\uae30\uad00\u2194\uc804\uae30\ucc28 \uc0ac\uc774\uc758 \ud558\uc774\ube0c\ub9ac\ub4dc(HEV)\ucc28 \uc778\uae30\uac00 \ub192\uc544\uc9c0\uba74\uc11c HEV\uc6a9 \ud0ed\ub9ac\uc2a4 \uc6d0\ud1b5\ud615 \uc804\uc9c0 \ud504\ub85c\uc81d\ud2b8 \uc218\uc8fc \ub4f1 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub2e4\uac01\ud654\ub97c \ud558\uace0 \uc788\ub294 \uc810\ub3c4 \uae0d\uc815\uc801\uc784<\/p>\n\n\n\n<p>\u2462\uc804\uace0\uccb4 \ubc30\ud130\ub9ac : 2027\ub144 \ud558\ubc18\uae30 \uc591\uc0b0 \ubaa9\ud45c\ub97c \uc720\uc9c0, \ucd08\uae30\uc5d0\ub294 \ud734\uba38\ub178\uc774\ub4dc \ub4f1 \ub85c\ubcf4\ud2f1\uc2a4 \uc801\uc6a9 \uac00\ub2a5\uc131\uc774 \ubd80\uac01<\/p>\n\n\n\n<p>\u25a0\uc22b\uc790\uac00 \uc99d\uba85\ud558\ub294 \ud134\uc5b4\ub77c\uc6b4\ub4dc<br>\u21922Q26 \uc601\uc5c5\uc775 2,038\uc5b5\uc6d0, 7\uac1c \ubd84\uae30 \ub9cc\uc5d0 \ud751\uc790\uc804\ud658. AMPC(\ucca8\ub2e8\uc81c\uc870\uc0dd\uc0b0\uc138\uc561\uacf5\uc81c)\ub97c \uc81c\uc678\ud574\ub3c4 \ud751\uc790\ub97c \uae30\ub85d\ud574 \ubcf8\uc5c5 \ud68c\ubcf5 \uc18d\ub3c4\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ube68\ub77c\uc9d0<br>\u2192\ud558\ubc18\uae30\ub3c4 ESS \uc131\uc7a5\uacfc \uc18c\ud615\uc804\uc9c0 \uc801\uc790 \ucd95\uc18c\ub85c \ud751\uc790 \uc9c0\uc18d \uc804\ub9dd<\/p>\n\n\n\n<p>\u25a0\ucd94\uac00 \uc131\uc7a5 \uc635\uc158<br>\u2192GM JV \uc885\ub8cc\ub85c \ubd81\ubbf8 \uc0dd\uc0b0\uac70\uc810\uc744 \ubcf4\ub2e4 \uc720\uc5f0\ud558\uac8c EV\u2194ESS \uc218\uc694\uc5d0 \ub9de\ucdb0 \uc6b4\uc601\ud560 \uc218 \uc788\uac8c \ub410\uc73c\uba70, ESS \uc99d\uc124\ub3c4 \uac80\ud1a0 \uc911<\/p>\n\n\n\n<p>\u25a0\ud604\uc7ac \uc8fc\uac00 \uad00\uc810<br>\u2192\ud575\uc2ec \ub17c\ub9ac\ub294 &#8220;EV \ubc30\ud130\ub9ac\uc8fc \u2192 AI \ub370\uc774\ud130\uc13c\ud130 \uc804\ub825 \uc778\ud504\ub77c(ESS) \uc218\ud61c\uc8fc&#8221;\ub85c\uc758 \ub9ac\ub808\uc774\ud305<br>\u2192EV \uce90\uc998(\uc218\uc694 \uc77c\uc2dc \uc815\uccb4)\uc744 \uc9c0\ub098 AI ESS \uc218\uc694 \uae09\uc99d\uacfc \ubd81\ubbf8 \uc0dd\uc0b0 \uac00\ub3d9 \ubaa8\uba58\ud140\uc774 \ub354\ud574\uc9c0\uba70 \ubc38\ub958\uc5d0\uc774\uc158 \uc7ac\ud3c9\uac00(Rerating) \uad6c\uac04 \uc9c4\uc785\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud568<\/p>\n\n\n\n<p>\u25a0EV \uc5c5\ud669 \ud68c\ubcf5\ub9cc \uae30\ub2e4\ub9ac\ub294 \ubc30\ud130\ub9ac\uc8fc\uac00 \uc544\ub2c8\ub77c, \ubd81\ubbf8 ESS\u00b7\uac01\ud615 LFP\ub97c \uc0c8\ub85c\uc6b4 \uc131\uc7a5\ucd95\uc73c\ub85c \ud655\ubcf4\ud558\uace0 2027\ub144 \uc804\uace0\uccb4\uae4c\uc9c0 \uc900\ube44\ud558\ub294 \u2018\ud134\uc5b4\ub77c\uc6b4\ub4dc+\ubbf8\ub798 \uc131\uc7a5\u2019 \ubc30\ud130\ub9ac \uae30\uc5c5<\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-1 wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1240\" height=\"1754\" data-id=\"86677\" src=\"https:\/\/hibulls.com\/wp-content\/uploads\/2026\/08\/\uc0bc\uc131SDI_1.png\" alt=\"\" class=\"wp-image-86677\" srcset=\"https:\/\/hibulls.com\/wp-content\/uploads\/2026\/08\/\uc0bc\uc131SDI_1.png 1240w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/08\/\uc0bc\uc131SDI_1-212x300.png 212w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/08\/\uc0bc\uc131SDI_1-724x1024.png 724w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/08\/\uc0bc\uc131SDI_1-768x1086.png 768w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/08\/\uc0bc\uc131SDI_1-1086x1536.png 1086w\" sizes=\"(max-width: 1240px) 100vw, 1240px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1240\" height=\"1754\" data-id=\"86676\" src=\"https:\/\/hibulls.com\/wp-content\/uploads\/2026\/08\/\uc0bc\uc131SDI_2.png\" alt=\"\" class=\"wp-image-86676\" srcset=\"https:\/\/hibulls.com\/wp-content\/uploads\/2026\/08\/\uc0bc\uc131SDI_2.png 1240w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/08\/\uc0bc\uc131SDI_2-212x300.png 212w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/08\/\uc0bc\uc131SDI_2-724x1024.png 724w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/08\/\uc0bc\uc131SDI_2-768x1086.png 768w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/08\/\uc0bc\uc131SDI_2-1086x1536.png 1086w\" sizes=\"(max-width: 1240px) 100vw, 1240px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1240\" height=\"1754\" data-id=\"86678\" src=\"https:\/\/hibulls.com\/wp-content\/uploads\/2026\/08\/\uc0bc\uc131SDI_3.png\" alt=\"\" class=\"wp-image-86678\" srcset=\"https:\/\/hibulls.com\/wp-content\/uploads\/2026\/08\/\uc0bc\uc131SDI_3.png 1240w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/08\/\uc0bc\uc131SDI_3-212x300.png 212w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/08\/\uc0bc\uc131SDI_3-724x1024.png 724w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/08\/\uc0bc\uc131SDI_3-768x1086.png 768w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/08\/\uc0bc\uc131SDI_3-1086x1536.png 1086w\" sizes=\"(max-width: 1240px) 100vw, 1240px\" \/><\/figure>\n<\/figure>\n","protected":false},"excerpt":{"rendered":"<p>(\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 &#8216;\uac00\ub85c\ud654\uba74&#8217;\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.) \u2605\uc0bc\uc131SDI(006400) -\uc131\uaca9 : \uc2a4\uc719~\uc911\uae30-\ucd94\ucc9c\uac00 : 515,000\uc6d0-\ubaa9\ud45c\uac00 : 650,000\uc6d0-\uc190\uc808\uac00 : 350,000\uc6d0 -\ud575\uc2ec [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":86675,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>[08.25]\u00a0\ud22c\ubfd4(1++)\u00a0\ucd94\ucc9c\uc8fc\u00a0: \uc0ac\uc5c5\uc758 \ubb34\uac8c\uc911\uc2ec \ucd95\uc774 \uc774\ub3d9\ud558\uba74\uc11c \uc608\uc0c1\ubcf4\ub2e4 \ube68\ub77c\uc9c0\ub294 \ud134\uc5b4\ub77c\uc6b4\ub4dc - \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=86674\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[08.25]\u00a0\ud22c\ubfd4(1++)\u00a0\ucd94\ucc9c\uc8fc\u00a0: \uc0ac\uc5c5\uc758 \ubb34\uac8c\uc911\uc2ec \ucd95\uc774 \uc774\ub3d9\ud558\uba74\uc11c \uc608\uc0c1\ubcf4\ub2e4 \ube68\ub77c\uc9c0\ub294 \ud134\uc5b4\ub77c\uc6b4\ub4dc - \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 &#8216;\uac00\ub85c\ud654\uba74&#8217;\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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