{"id":86725,"date":"2026-08-26T10:56:04","date_gmt":"2026-08-26T01:56:04","guid":{"rendered":"https:\/\/hibulls.com\/?p=86725"},"modified":"2026-08-26T10:56:05","modified_gmt":"2026-08-26T01:56:05","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%84-8%ec%9b%94-26%ec%9d%bc%ec%88%98","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=86725","title":{"rendered":"[\ud558\uc774\ubd88\uc2a4x\uc720\uc548\ud0c0\uc99d\uad8c] \uc90d\uc90d \ucd94\ucc9c\uc8fc 2026\ub144 8\uc6d4 26\uc77c(\uc218)"},"content":{"rendered":"\n<p><strong>\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>&nbsp;<\/p>\n\n\n\n<p>\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.<strong>&nbsp;\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<p>\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<p>\uc790\uc138\ud55c \ub0b4\uc6a9\uc740 \uc544\ub798 \ub9c1\ud06c\ub97c \ucc38\uace0\ud574\uc8fc\uc138\uc694!<\/p>\n\n\n\n<p><strong>\uff03\ube44\ub300\uba74 \uacc4\uc88c \uac04\ud3b8 \uac1c\uc124 \ubc14\ub85c\uac00\uae30 URL(\ucd94\ucc9c)<br><\/strong>\u2192<a href=\"https:\/\/han.gl\/fjrePX\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/han.gl\/fjrePX<\/a><\/p>\n\n\n\n<p><strong>\uff03\uc774\uc9c0\uc2a4x\uc720\uc548\ud0c0\uc99d\uad8c \ube44\ub300\uba74 \uacc4\uc88c \uac1c\uc124 \uc548\ub0b4<br><\/strong>\u2192<a href=\"https:\/\/www.aegis-st.com\/aegisyuanta\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.aegis-st.com\/aegisyuanta<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"688\" height=\"380\" src=\"https:\/\/hibulls.com\/wp-content\/uploads\/2026\/08\/business_img02.jpg\" alt=\"\" class=\"wp-image-86726\" srcset=\"https:\/\/hibulls.com\/wp-content\/uploads\/2026\/08\/business_img02.jpg 688w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/08\/business_img02-300x166.jpg 300w\" sizes=\"(max-width: 688px) 100vw, 688px\" \/><\/figure>\n\n\n\n<p><strong>[\ud558\uc774\ubd88\uc2a4x\uc720\uc548\ud0c0\uc99d\uad8c] \uc90d\uc90d \ucd94\ucc9c\uc8fc 2026\ub144 8\uc6d4 26\uc77c(\uc218)<\/strong><\/p>\n\n\n\n<p><strong>\u25a0\uc0c1\uc2e0\uc774\ub514\ud53c(091580) \/ \ud604 \uc2dc\uac00\ucd1d\uc561 2,566\uc5b5\uc6d0<\/strong><\/p>\n\n\n\n<p><strong>\uff03\ud604\uc7ac\uac00 : 19,250\uc6d0(\ucd94\ucc9c\uac00 \uc774\ud558\uc5d0\uc11c \ubd84\ud560\ub9e4\uc218)<\/strong><\/p>\n\n\n\n<p><strong>\uff03\ubaa9\ud45c\/\uc190\uc808\uac00 : 1\ucc28 \ubaa9\ud45c\uac00 25,000\uc6d0 \/ 13,000\uc6d0 \uc774\ud0c8 \uc2dc \uc190\uc808<\/strong><\/p>\n\n\n\n<p><strong>\uff03\uc0bc\uc131SDI \uac01\ud615 \ubc0f \uc6d0\ud1b5\ud615 2\ucc28\uc804\uc9c0 \uce94(Can)\uacfc \ud558\uc6b0\uc9d5 \ubd80\ud488\uc744 \uc804\ub2f4 \uacf5\uae09\ud558\ub294 \ud575\uc2ec \ubc38\ub958\uccb4\uc778 \uae30\uc5c5. \ub525\ub4dc\ub85c\uc789 \uae08\ud615 \ub4f1 \ub192\uc740 \uae30\uc220\uc801 \uc9c4\uc785\uc7a5\ubcbd\uc744 \ubc14\ud0d5\uc73c\ub85c \uce94 \uc2dc\uc7a5 \ub0b4 \ub3c5\ubcf4\uc801\uc778 \uc9c0\uc704\ub97c \uc720\uc9c0\ud568<\/strong><\/p>\n\n\n\n<p><strong>\uff03\uc911\ub300\ud615CAN\uc774 \ub9e4\ucd9c\uc758 \uc808\ubc18 \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\uba70, \uac01\ud615\ubc30\ud130\ub9ac\uac00 \uc548\uc804\uc131\u00b7\uc5d0\ub108\uc9c0 \uace0\ubc00\ub3c4\u00b7\uacf5\uac04 \ud6a8\uc728\uc131 \uce21\uba74\uc5d0\uc11c \uc2dc\uc7a5 \ud2b8\ub80c\ub4dc\ub85c \uc790\ub9ac\ub9e4\uae40\ud574 \uc2e4\uc801\uc774 \ud06c\uac8c \uac1c\uc120\ub418\uace0 \uc788\uc74c. ESS(\uc5d0\ub108\uc9c0\uc800\uc7a5\uc7a5\uce58) \ubd80\ubb38\uc740 \uc2e0\uc7ac\uc0dd\uc5d0\ub108\uc9c0 \ud655\uc0b0\uacfc AI \ub370\uc774\ud130\uc13c\ud130 \uc804\ub825 \uc218\uc694 \uae09\uc99d\uc5d0 \ub530\ub978 \uad6c\uc870\uc801 \uc218\uc694\uac00 \ub4b7\ubc1b\uce68\ub418\uace0 \uc788\uc74c<\/strong><\/p>\n\n\n\n<p><strong>\uff03ESS\uc6a9 \uac01\ud615 \uce94 \u2192 \ubbf8\uad6d BESS(Battery Energy Storage System, \ub300\uc6a9\ub7c9 \uc804\ub825\uc800\uc7a5\uc7a5\uce58) \uc2dc\uc7a5 \ud655\ub300\uc640 \uace0\uac1d\uc0ac \uc140 \ub300\ud615\ud654\ub85c \uc911\ub300\ud615 \uce94 \uc218\uc694\uac00 \ubcf8\uaca9 \uc131\uc7a5, \ubd81\ubbf8 \uace0\uac1d \ub2e4\ubcc0\ud654\ub3c4 \uae30\ub300<\/strong><\/p>\n\n\n\n<p><strong>\uff03\uc6d0\ud1b5\ud615 \uce94 \u2192 \uc804\ub3d9\uacf5\uad6c\ubfd0 \uc544\ub2c8\ub77c AI \ub370\uc774\ud130\uc13c\ud130\uc6a9 BBU(Battery Backup Unit, \ubc30\ud130\ub9ac \ubc31\uc5c5 \uc804\uc6d0\uc7a5\uce58) \uc218\uc694\uac00 \ub298\uba70 \uc2e0\uaddc \uc131\uc7a5\ucd95\uc73c\ub85c \ubd80\uc0c1 \uc911. 2Q26 \uc6d0\ud1b5\ud615 \uce94 \ub9e4\ucd9c\uc740 YoY +59%.<\/strong><\/p>\n\n\n\n<p><strong>\uff032Q26 \ub9e4\ucd9c 860\uc5b5\uc6d0(+40%) \/ \uc601\uc5c5\uc775 64\uc5b5\uc6d0(+619%)\uc73c\ub85c \uc678\ud615\uacfc \uc774\uc775 \ubaa8\ub450 \ud070 \ud3ed \uc131\uc7a5\ud558\uba70 \uc2e4\uc801 \ud68c\ubcf5 \ucd94\uc138\uac00 \ubcf8\uaca9\ud654\ub418\uace0 \uc788\uc74c<\/strong><\/p>\n\n\n\n<p><strong>\uff032026\ub144 \uc5f0\uac04 \ub9e4\ucd9c\uc561 3,200\uc5b5~3,432\uc5b5 \uc6d0(YoY +28~35%), \uc601\uc5c5\uc774\uc775 238\uc5b5~260\uc5b5 \uc6d0(YoY +170% \uc774\uc0c1)\uc758 \ub300\ud3ed\uc801\uc778 \uc2e4\uc801 \ud134\uc5b4\ub77c\uc6b4\ub4dc \uc804\ub9dd<\/strong><\/p>\n\n\n\n<p><strong>\uff03\ubbf8\uad6d BESS\ub294 \uc544\uc9c1 \uc131\uc7a5 \ucd08\uae30\uc774\uace0, \ub370\uc774\ud130\uc13c\ud130 BBU\uae4c\uc9c0 \uc131\uc7a5\ud558\uba74\uc11c \uae30\uc874 EV(\uc804\uae30\ucc28) \uc911\uc2ec \uc0ac\uc5c5\uc5d0\uc11c ESS+AI \uc804\ub825 \uc778\ud504\ub77c \uc5c5\uccb4\ub85c \uc0ac\uc5c5\uc601\uc5ed \ud655\ub300 \ubc0f \uc7ac\ud3c9\uac00\uac00 \uac00\ub2a5\ud558\uac8c \ub420 \uac83\uc73c\ub85c \uae30\ub300\ud568<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\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.&nbsp; \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.&nbsp;\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! \uff03\ube44\ub300\uba74 \uacc4\uc88c \uac04\ud3b8 \uac1c\uc124 \ubc14\ub85c\uac00\uae30 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":45275,"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>[\ud558\uc774\ubd88\uc2a4x\uc720\uc548\ud0c0\uc99d\uad8c] \uc90d\uc90d \ucd94\ucc9c\uc8fc 2026\ub144 8\uc6d4 26\uc77c(\uc218) - \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=86725\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[\ud558\uc774\ubd88\uc2a4x\uc720\uc548\ud0c0\uc99d\uad8c] \uc90d\uc90d \ucd94\ucc9c\uc8fc 2026\ub144 8\uc6d4 26\uc77c(\uc218) - \ud558\uc774\ubd88\uc2a4(Hi,Bulls)\" \/>\n<meta property=\"og:description\" content=\"\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.&nbsp; \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.&nbsp;\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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