{"id":89155,"date":"2026-11-05T08:01:56","date_gmt":"2026-11-04T23:01:56","guid":{"rendered":"https:\/\/hibulls.com\/?p=89155"},"modified":"2026-11-05T08:01:57","modified_gmt":"2026-11-04T23:01:57","slug":"11-05-%ed%88%ac%eb%bf%941-%ec%b6%94%ec%b2%9c%ec%a3%bc-%ea%b3%a0%ea%b0%9d%ec%82%ac%eb%a5%bc-%eb%94%b0%eb%9d%bc-%eb%af%b8%ea%b5%ad%ec%9c%bc%eb%a1%9c-%ea%b0%80%eb%8a%94-ess","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=89155","title":{"rendered":"[11.05]\u00a0\ud22c\ubfd4(1++)\u00a0\ucd94\ucc9c\uc8fc\u00a0: \uace0\uac1d\uc0ac\ub97c \ub530\ub77c \ubbf8\uad6d\uc73c\ub85c \uac00\ub294 ESS \uc5f4 \uad00\ub9ac \ud575\uc2ec \uae30\uc5c5"},"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

\u2460 \uacbd\ubd81 \uc601\ucc9c\uc5d0\uc11c \ubbf8\uad6d \uc778\ub514\uc560\ub098\uae4c\uc9c0, \ud55c \ud68c\uc0ac\uac00 \uace0\uac1d\uc0ac\ub97c \ub530\ub77c \uc9d0\uc744 \uc2f8\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud55c\uc911\uc5d4\uc2dc\uc5d0\uc2a4(107640) \uc774\uc57c\uae30\uc785\ub2c8\ub2e4. \uc774 \ud68c\uc0ac\ub294 \uc6d0\ub798 \uc790\ub3d9\ucc28 \ucfe8\ub9c1\ud32c\uc744 \ub9cc\ub4e4\ub358 \ubd80\ud488\uc0ac\uc600\uc2b5\ub2c8\ub2e4. \uadf8\ub7f0\ub370 2021\ub144 10%\uc5d0 \ubd88\uacfc\ud558\ub358 ESS \ub9e4\ucd9c \ube44\uc911\uc774 \uc62c\ud574 \uc0c1\ubc18\uae30 97%\uac00 \ub410\uc2b5\ub2c8\ub2e4. ESS \ubc30\ud130\ub9ac\uac00 \ub728\uac70\uc6cc\uc9c0\uc9c0 \uc54a\ub3c4\ub85d \ubb3c\ub85c \uc2dd\ud788\ub294 \uc218\ub0c9\uc2dd \ub0c9\uac01\uc2dc\uc2a4\ud15c, \uadf8\ub7ec\ub2c8\uae4c \ucfe8\ub9c1\ud50c\ub808\uc774\ud2b8\uc640 \ub9e4\ub2c8\ud3f4\ub4dc, \uce60\ub7ec, HVAC\ub97c \ud55c\uaebc\ubc88\uc5d0 \ub9cc\ub4dc\ub294 \ud68c\uc0ac\ub85c \uc644\uc804\ud788 \ubc14\ub010 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\u2461 \uc5ec\uc815\uc758 \ucd9c\ubc1c\uc810\uc740 AI \ub370\uc774\ud130\uc13c\ud130\uc785\ub2c8\ub2e4. \uc804\uae30\ub97c \ub9ce\uc774 \uc4f0\ub294 \ub370\uc774\ud130\uc13c\ud130\uac00 \ub298\uba74\uc11c \ubbf8\uad6d\uc744 \uc911\uc2ec\uc73c\ub85c \uc804\uae30\ub97c \uc800\uc7a5\ud574 \ub450\ub294 ESS \uc218\uc694\uac00 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud558\ub8e8\uc5d0\ub3c4 \uc5ec\ub7ec \ubc88 \ucda9\u00b7\ubc29\uc804\ud558\ub294 \ub300\ud615 ESS\ub294 \uc5f4 \uad00\ub9ac\uac00 \uc218\uba85\uacfc \uc548\uc804\uc744 \uc88c\uc6b0\ud574\uc11c \uc218\ub0c9\uc2dd\uc774 \uc4f0\uc785\ub2c8\ub2e4. \uc8fc\uc694 \uace0\uac1d\uc0ac\uc778 \uc0bc\uc131SDI\ub294 \uc2a4\ud154\ub780\ud2f0\uc2a4\uc640 \uc138\uc6b4 \uc778\ub514\uc560\ub098 \ud569\uc791 \uacf5\uc7a5 \ub77c\uc778\uc744 ESS\uc6a9\uc73c\ub85c \ub3cc\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc774 \ubbf8\uad6d\uc73c\ub85c \uac00\ub2c8 \ubd80\ud488\uc0ac\ub3c4 \ub530\ub77c\uac08 \ucc28\ub840\uac00 \ub41c \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\u2462 \uadf8\ub798\uc11c \ud55c\uc911\uc5d4\uc2dc\uc5d0\uc2a4\ub294 \uc62c\ud574 4\uc6d4 \uc778\ub514\uc560\ub098 \ud5cc\ud305\ud134\uc5d0 ESS \ubd80\ud488 \uacf5\uc7a5\uc744 \ucc29\uacf5\ud588\uc2b5\ub2c8\ub2e4. 2027\ub144 6\uc6d4 \uac00\ub3d9\uc774 \ubaa9\ud45c\uc774\uace0, \uc0bc\uc131SDI \ud569\uc791\uc0ac\uc5d0 \uacf5\uae09\ud560 \uc608\uc815\uc785\ub2c8\ub2e4. \ubbf8\uad6d \ubc95\uc778\uc5d0\ub294 \ub124 \ucc28\ub840\uc5d0 \uac78\uccd0 3,740\ub9cc \ub2ec\ub7ec\ub97c \ub123\uc5c8\uace0, \uc218\ucd9c\uc785\uc740\ud589\uacfc \uc0b0\uc5c5\uc740\ud589\uc5d0\uc11c 6,000\ub9cc \ub2ec\ub7ec\ub97c \uc870\ub2ec\ud588\uc2b5\ub2c8\ub2e4. 8\uc6d4\uc5d0\ub294 800\uc5b5\uc6d0 \uaddc\ubaa8\uc758 \uc804\ud658\uc0ac\ucc44\ub97c \ubc1c\ud589\ud588\ub294\ub370, \uad6d\ubbfc\ucc38\uc5ec\uc131\uc7a5\ud380\ub4dc\uc758 \ud3b8\uc785 \ube44\uc911 1\uc704 \uc885\ubaa9\uc774 \ub420 \ub9cc\ud07c \uae30\uad00 \uc790\uae08\uc774 \ub4e4\uc5b4\uc654\uc2b5\ub2c8\ub2e4. \uae40\uc0c1\uade0 \ub300\ud45c\ub294 7\uc6d4 \uc7a5\ub0b4\uc5d0\uc11c \uc9c0\ubd84\uc744 \ub298\ub838\uace0, \uc0bc\uc131\uc790\uc0b0\uc6b4\uc6a9\ub3c4 10\uc6d4 \uc9c0\ubd84 5%\ub97c \uc0c8\ub85c \uc2e0\uace0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\u2463 \ub2e4\ub9cc \uc544\uc9c1 \uc774\uc0bf\uc9d0 \ube44\uc6a9\uc774 \uba3c\uc800 \ub098\uac00\ub294 \uad6c\uac04\uc785\ub2c8\ub2e4. 2\ubd84\uae30\uc5d0\ub294 \ud310\uad00\ube44\uac00 \ub450 \ubc30 \uac00\uae4c\uc774 \ub298\uba70 \uc601\uc5c5\uc190\uc2e4 69\uc5b5\uc6d0\uc744 \ub0c8\uc2b5\ub2c8\ub2e4. \uc804\ud658\uc0ac\ucc44\uc640 \uc6b0\uc120\uc8fc\uac00 \ubaa8\ub450 \uc8fc\uc2dd\uc774 \ub418\uba74 \ubc1c\ud589\uc8fc\uc2dd\uc758 \uc57d 33%\uac00 \uc0c8\ub85c \uc0dd\uae30\uace0, \ucd5c\ub300\uc8fc\uc8fc \uc9c0\ubd84 \uc77c\ubd80\uc5d0\ub294 \uc8fc\uc2dd\ub2f4\ubcf4 \uacc4\uc57d\uc774 \uac78\ub824 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub798\uc11c \uc774\ubc88\uc5d0\ub294 \uc2a4\uc719\uc73c\ub85c \uc811\uadfc\ud569\ub2c8\ub2e4. \ucd94\ucc9c\uac00\ub294 51,900\uc6d0, 1\ucc28 \ubaa9\ud45c\uac00\ub294 57,100\uc6d0, 2\ucc28 \ubaa9\ud45c\uac00\ub294 65,000\uc6d0, \uc190\uc808\uac00\ub294 46,700\uc6d0\uc785\ub2c8\ub2e4. \ub2e4\uc74c \ud655\uc778 \uc9c0\uc810\uc740 11\uc6d4 \uc911\uc21c \ub098\uc62c 3\ubd84\uae30 \uc2e4\uc801\uc5d0\uc11c \uc801\uc790\uac00 \uc5bc\ub9c8\ub098 \uc904\uc5c8\ub294\uc9c0\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

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(\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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