{"id":87715,"date":"2026-10-07T07:58:42","date_gmt":"2026-10-06T22:58:42","guid":{"rendered":"https:\/\/hibulls.com\/?p=87715"},"modified":"2026-10-07T07:58:44","modified_gmt":"2026-10-06T22:58:44","slug":"10-07-%ed%88%ac%eb%bf%941-%ec%b6%94%ec%b2%9c%ec%a3%bc-ai-%eb%8d%b0%ec%9d%b4%ed%84%b0%ec%84%bc%ed%84%b0-ess-%ec%88%98%ec%a3%bc%eb%a1%9c-%ec%84%b1%ec%9e%a5%ed%95%98%eb%a9%b4","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=87715","title":{"rendered":"[10.07]\u00a0\ud22c\ubfd4(1++)\u00a0\ucd94\ucc9c\uc8fc\u00a0: AI \ub370\uc774\ud130\uc13c\ud130 ESS \uc218\uc8fc\ub85c \uc131\uc7a5\ud558\uba74\uc11c \ubbf8\ub798 \uafc8\uc758 \ubc30\ud130\ub9ac\ub3c4 \uc815\uc870\uc900"},"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

AI \ub370\uc774\ud130\uc13c\ud130, \uadf8 \ub9ce\uc740 \uc804\uae30\ub294 \uc5b4\ub514\uc5d0 \ub2f4\uc544\ub458\uae4c\uc694?<\/p>\n\n\n\n

\ubc1c\uc804\uc18c? \uc804\ub825\ub9dd? \ubaa8\ub450 \ub9de\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uadf8\ub7ec\ub098, \uc804\uae30\ub97c \uc800\uc7a5\ud558\ub294 ESS \ubc30\ud130\ub9ac\ub3c4 \ube7c\ub193\uc73c\uba74 \uc548\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc624\ub298\uc740 \uc0bc\uc544\uc54c\ubbf8\ub284(006110)\uc744 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\u2460\uc0bc\uc544\uc54c\ubbf8\ub284\uc740 \ud3ec\uc7a5\uc7ac \ud68c\uc0ac\ub85c \uc54c\ub824\uc838 \uc788\uc9c0\ub9cc, \uc9c0\uae08 \uc2e4\uc801\uc744 \uc6c0\uc9c1\uc774\ub294 \uac74 \ubc30\ud130\ub9ac\uc6a9 \uc54c\ub8e8\ubbf8\ub284\ubc15\uc785\ub2c8\ub2e4<\/p>\n\n\n\n

\uc2dd\ud488, \ub2f4\ubc30 \ud3ec\uc7a5\uc5d0 \ub4e4\uc5b4\uac00\ub294 \uc54c\ub8e8\ubbf8\ub284\ubc15\uc744 \ub9cc\ub4e4\uc5b4 \uc628 \ud68c\uc0ac\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\uadf8\ub7f0\ub370 \uc0c1\ubc18\uae30 \ub9e4\ucd9c\uc758 62%\ub294 \uc555\uc5f0 \ubd80\ubb38, \ubc30\ud130\ub9ac \uc591\uadf9\uc5d0 \ub4e4\uc5b4\uac00\ub294 \uc54c\ub8e8\ubbf8\ub284\ubc15\uc744 \ud3ec\ud568\ud55c \uc54c\ubc15 \uc0ac\uc5c5\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uacfc SK\uc628\uc774 \uc8fc\uc694 \uace0\uac1d\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uacfc\ub294 2030\ub144\uae4c\uc9c0 \uc57d 7,000\uc5b5\uc6d0 \uaddc\ubaa8\uc758 \uacf5\uae09\uacc4\uc57d\ub3c4 \ub9fa\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\u24612\ubd84\uae30, \uacf5\uc7a5\uc774 \ub2e4\uc2dc \ub3cc\uae30 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4<\/p>\n\n\n\n

2\ubd84\uae30 \uc555\uc5f0 \ub9e4\ucd9c\uc740 650\uc5b5\uc6d0\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

1\ub144 \uc804\ubcf4\ub2e4 59%, \ubc14\ub85c \uc55e \ubd84\uae30\ubcf4\ub2e4 75% \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ub355\ubd84\uc5d0 \uc601\uc5c5\uc774\uc775 17\uc5b5\uc6d0\uc73c\ub85c 7\uac1c \ubd84\uae30 \uc5f0\uc18d \uc801\uc790\ub97c \ub04a\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc774\uc720\ub294 \ubd81\ubbf8 \ub370\uc774\ud130\uc13c\ud130\uc785\ub2c8\ub2e4. \uc804\ub825\uc744 \uc800\uc7a5\ud558\ub294 ESS \ubc30\ud130\ub9ac \uc8fc\ubb38\uc774 4\uc6d4\ubd80\ud130 \ub298\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ud558\ub098\uc99d\uad8c\uc740 \uc791\ub144 \ub9d0 50%\uc600\ub358 \uacf5\uc7a5 \uac00\ub3d9\ub960\uc774 \ud558\ubc18\uae30 90%\uae4c\uc9c0 \uc624\ub97c \uac83\uc73c\ub85c \ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc774\uac8c \ubb34\uc2a8 \ub73b\uc77c\uae4c\uc694.<\/p>\n\n\n\n

\uace0\uc815\ube44\uac00 \ud070 \uc555\uc5f0 \uacf5\uc7a5\uc740 \uac00\ub3d9\ub960\uc774 \uc624\ub97c\uc218\ub85d \uc774\uc775\uc774 \ube60\ub974\uac8c \ubd99\ub294\ub2e4\ub294 \ub73b\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\u2462\ub2e4\uc74c \uc218\uc694\ub294 \uc18c\ub4d0\uc774\uc628 \ubc30\ud130\ub9ac\uc785\ub2c8\ub2e4<\/p>\n\n\n\n

\ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac\ub294 \uc591\uadf9\uc5d0\ub9cc \uc54c\ub8e8\ubbf8\ub284\ubc15\uc744 \uc501\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc18c\ub4d0\uc774\uc628 \ubc30\ud130\ub9ac\ub294 \uc74c\uadf9\uc5d0\ub3c4 \uc501\ub2c8\ub2e4.<\/p>\n\n\n\n

\ud0a4\uc6c0\uc99d\uad8c\uc740 GWh\ub2f9 \uc54c\ubc15 \uc0ac\uc6a9\ub7c9\uc774 700~1,000\ud1a4\uc73c\ub85c, \ub9ac\ud2ac\uc774\uc628\uc758 2\ubc30\uac00 \ub118\ub294\ub2e4\uace0 \ubd24\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc0c1\uc6a9\ud654 \uc2dc\uc810\uc740 \uc544\uc9c1 \ubd88\ud655\uc2e4\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\ud558\uc9c0\ub9cc \ud604\uc2e4\uc774 \ub418\uba74 \uc54c\ubc15 \uc2dc\uc7a5\uc758 \ud06c\uae30 \uc790\uccb4\uac00 \ub2ec\ub77c\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\u2463\uadf8\ub7f0\ub370 \ucd5c\ub300\uc8fc\uc8fc\uac00 \uc8fc\uc2dd\uc744 \ud314\uaca0\ub2e4\uace0 \ud569\ub2c8\ub2e4<\/p>\n\n\n\n

\uc88b\uc740 \uc598\uae30\ub9cc \uc788\ub294 \uac74 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n\n\n\n

\ucd5c\ub300\uc8fc\uc8fc \ub3c4\uc694\uc54c\ubbf8\ub284\uc774 11\uc6d4 4\uc77c\ubd80\ud130 12\uc6d4 3\uc77c \uc0ac\uc774 75\ub9cc\uc8fc\ub97c \uc2dc\uac04\uc678\ub9e4\ub9e4\ub85c \ud314\uaca0\ub2e4\uace0 \uacf5\uc2dc\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc804\uccb4 \uc8fc\uc2dd\uc758 4.96%, \uc57d 458\uc5b5\uc6d0\uc5b4\uce58\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\ubc38\ub958\uc5d0\uc774\uc158\ub3c4 \ubd80\ub2f4\uc785\ub2c8\ub2e4. 12\uac1c\uc6d4 \uc120\ud589 PER\uc774 58\ubc30\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

3\uac1c\uc6d4 \uc0ac\uc774 \uc62c\ud574 \uc601\uc5c5\uc774\uc775 \uc804\ub9dd\uce58\ub294 64\uc5b5\uc6d0\uc5d0\uc11c 44\uc5b5\uc6d0\uc73c\ub85c \ub0ae\uc544\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc8fc\uac00\ub294 1\ub144 \uc804 19,000\uc6d0\uc5d0\uc11c 5\uc6d4 104,600\uc6d0\uae4c\uc9c0 \uc62c\ub790\ub2e4\uac00, \uc9c0\uae08\uc740 \uace0\uc810\ubcf4\ub2e4 34% \uc544\ub798\uc5d0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc815\ub9ac\ud558\uba74 \uc774\ub807\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ubd81\ubbf8 ESS \uc8fc\ubb38\uc73c\ub85c \uc54c\ubc15 \uacf5\uc7a5\uc774 \ub2e4\uc2dc \ucc28\uae30 \uc2dc\uc791\ud588\uc9c0\ub9cc, \ub192\uc740 \ubc38\ub958\uc5d0\uc774\uc158\uacfc \ucd5c\ub300\uc8fc\uc8fc \ub9e4\ub3c4 \ubb3c\ub7c9\uc774 \ud568\uaed8 \uac78\ub824 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

12\uac1c\uc6d4 \uc120\ud589 PER\uc740 58\ubc30\ub85c \ubc38\ub958\uc5d0\uc774\uc158 \ubd80\ub2f4\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc774\ubc88 \ub9e4\ub9e4 \uacc4\ud68d\uc740 \uc2a4\uc719\uc73c\ub85c \ucd94\ucc9c\uac00 69,500\uc6d0, 1\ucc28 \ubaa9\ud45c\uac00 76,500\uc6d0, 2\ucc28 \ubaa9\ud45c\uac00 80,000\uc6d0, \uc190\uc808\uac00 62,500\uc6d0\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

11\uc6d4 4\uc77c\ubd80\ud130 \ub098\uc62c \ub3c4\uc694\uc54c\ubbf8\ub284 \ubb3c\ub7c9\uacfc 3\ubd84\uae30 \ud751\uc790 \ud3ed\uc774 \uccab \ubc88\uc9f8 \uccb4\ud06c \ud3ec\uc778\ud2b8\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\ub354 \uc790\uc138\ud55c \ub0b4\uc6a9\uc740 \uc544\ub798\uc5d0 \ucca8\ubd80\ub41c \ub9e4\ub9e4 \uacc4\ud68d \ubcf4\uace0\uc11c\ub97c \ucc38\uace0\ud574\uc8fc\uc138\uc694!<\/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.) (\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.) AI \ub370\uc774\ud130\uc13c\ud130, \uadf8 \ub9ce\uc740 \uc804\uae30\ub294 \uc5b4\ub514\uc5d0 \ub2f4\uc544\ub458\uae4c\uc694? \ubc1c\uc804\uc18c? \uc804\ub825\ub9dd? \ubaa8\ub450 \ub9de\uc2b5\ub2c8\ub2e4. […]<\/p>\n","protected":false},"author":1,"featured_media":87716,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"acf":[],"yoast_head":"\n[10.07]\u00a0\ud22c\ubfd4(1++)\u00a0\ucd94\ucc9c\uc8fc\u00a0: AI \ub370\uc774\ud130\uc13c\ud130 ESS \uc218\uc8fc\ub85c \uc131\uc7a5\ud558\uba74\uc11c \ubbf8\ub798 \uafc8\uc758 \ubc30\ud130\ub9ac\ub3c4 \uc815\uc870\uc900 - \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=87715\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[10.07]\u00a0\ud22c\ubfd4(1++)\u00a0\ucd94\ucc9c\uc8fc\u00a0: AI \ub370\uc774\ud130\uc13c\ud130 ESS \uc218\uc8fc\ub85c \uc131\uc7a5\ud558\uba74\uc11c \ubbf8\ub798 \uafc8\uc758 \ubc30\ud130\ub9ac\ub3c4 \uc815\uc870\uc900 - \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 ‘\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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