| Ʒ м 2016 3 8 ġŬ ÷Ƽ(̾) ȸ ڷԴϴ. ǰ ظ ̱ Ϲ ȸԵ մϴ. Ҹż Ģ Ÿų ϴܿ Բ ϴ, ڿ Ͻø ڽϴ.
* ۼ ÿʹ 7 ֽϴ. ͽ ͽ ̸, Ʒ õ մϴ.
ͽ(069260): , DNT, MNB ϸϾ ȭǰ ü* ۼ ÿʹ 7 ֽϴ. ͽ ͽ ̸, Ʒ õ մϴ.
̵
1. DNT ȸ
2. ̽þ ϸϾ ȭд
ͽ 2002 ȭ л ȭоü. ȭκ ϸϾƸ 1 Ѵ. Ϻδ ѱBASF Ǹϰ, 2 DNT, MNB, ʾ 꿡 δ.
DNT MNB GSĮؽ 翣 ̿ Ѵ. 翣 ȥϸ DNT, ȥϸ MNB ȴ. ʾ ϸϾƸ ȭй̴.
[ǥ] ͽ ü
(ڷ: , ͽ)
ֿ ŷó ѱBASF, ѱֺ ̴. ϸϾ ݿ Ǹ, 20%.
DNT MNB 췹ź TDI, MDI ȴ. TDI ȭȭɹĮ, OCI ϴ DNT ͽ Ѵ. DNT 20%. MNB ȣ̾̿ , Ϻ ̾ȭп Ϻ ǰǸ 40%.
ʾ δ. ȭ ȭ, 뺧ȭп Ǹ, 10%. ۿ Ÿ ȭ ǰǰ, ź ִ.
2010~2012 Ը
ͽ 2010~2012 Ը ü ڸ ǰ ɷ ÷ȴ. 2010 1532̾ ڻ 2012 3209 þ. ̸ 2010 77̴ ɷ 2015 125 63% ߴ. Ⱓ DNT ɷ 44%, MNB ʾ þ.
[ǥ] ͽ ɷ
(ڷ: , ͽ)
ڴ κ ǰ Ը ÷ û ް ƴ. ɷ° ÿ ߴ. 2013 90 ̻ ̸, MNB ʾ 100% ȸѴ.
ٸ DNT 2010⺸ ̰ ִ. 2010 KPXȭɹĮ( ȭȭɹĮ)κ û ް , KPXȭɹĮ 濵 ǰ ߴ. KPXȭɹĮ 2014 ȭ쿡 μư, 濵 濡 ͽκ DNT ø ִ.
[ǥ] ͽ ι
(ڷ: , ͽ)
Ը ü ڷ δ Ŀ. 2010 181̾ ڻ 2012 185, 2013 380 þ. 2014 2015 348, 342 δߴ.
2015 .. ǰ ϶ ,
2013 . 2014 7166, 2015 16% پ 6004 ߴ. 2011 4⸸ 7000 ȸߴ.
ҷ Ͱ ͵ ߴ. 17%, 12% پ. ֱ 6 Ը .
[ǥ] ͽ
(ڷ: , ͽ)
2015 κ DNT MNB Һ̴. 2015 DNT 1150, MNB 2500 ľǵȴ. ͽ Һ 1162ε, DNT 200, MNB 900 ̻ پ.
[ǥ] ͽ ι
* 2015 Ȯ, ڷ
(ڷ: , ڷ )
DNT, MNB ϶ ǰ ϶ ̴. ϶ DNT MNB ֿ 翣 ϶ ϶ߴ. 翣 ݿ DNT MNB ǰ 40%, 26% ȴ.
Ư DNT 귮 40% þ ǰ ϶ ߴ. MNB 귮 2%, 27% پ.
[ǥ] DNT, MNB Ǹ
* : , : , ܰ:
(ڷ: , ڷ )
2015 , ϰ ִ. ܱ DNT ι ִ. ֿ 濵 ȭ DNT ǰ ̴. Ϻ ̾ȭ ݻ͵ ȴ.
2018 ̽þ ϸϾ ȭа ϰȴ. ͽ ѱ 忡 ϴ ϸϾƸ ݿ ϱ ̽þƿ ϸϾ Ǽϰ ִ. ֱ ϸϾ ϶ ȭ Ұ, ̽þ ݺ ϸϾƸ , ִ. ̽þ ϴ ʾ ܺ (ΰŷ ) 2800~2900 ִ.
̸ ϸ ֱ ְ϶ ̶ Ǵܵȴ. ͽ ְڻ(PBR) 3 7 1.53 2010 ̴.
DNT ι, ٴ
2012 ߴ DNT ǸŰ ٴ ִ Ǵܵȴ. ȭȭɹĮ Ϻ ̾ȭ ݻ ̴. ̷ ͽ DNT 18 þ ̸, DNT ܰ 2015 11% þ 1278̴.
1. ȭȭɹĮ ȸ
2015 ͽ DNT 40% 162000̴. 2012~2014 귮 ް پ, ݵ ̴. ͽ DNT ŷó ȭȭɹĮ, OCI ȴ. OCI( 5) ȭȭɹĮ ǰ ̴. 5Ⱓ ŷó ȭȭɹĮ 濵 Ȳ ִ.
[ǥ] ͽ DNT ɷ,
(ڷ: , ͽ)
2010 ͽ DNT ŷó KPXȭɹĮ( ȭȭɹĮ)κ û ް ߴ. KPXȭɹĮ 3( ɷ TDI 5) ߴµ, 3忡 DNT ͽ ϱ ߴ.
ͽ 179000 Ը DNT ɷ 258000 ÷ȴ. ۷ι TDI ü , ȭ KPXȭɹĮ 濵 ޱ ߴ. KPXȭɹĮ TDI 2010 102000濡 2013 55000, 2014 48000 ްߴ.
濵 KPXȭɹĮ 2014 10 ȭ쿡 μȴ. ȭȭɹĮ ߴ. ȭ ŷ Ȱ ű ŷó Ȯ ߰, TDI ȭ Ҵ.
̷ ġ ͽ DNT ħ 2015 ȸ Ƽ. ȭȭɹĮ 濵 ȭ, ű ǰó Ȯ Բ ͽ ǰ ̻ δ.
2. Ϻ ̾ȭ Ϻ .. ݻ Ը?
2016 ȭȭɹĮ Ϻ ̾ȭ TDI 꼳 Ϻθ Ѵ. ̹ Ǵ ɷ 117000̴.
̾ȭ Ϻ ѱ TDI ü ݻ ȴ. ̾ȭа ŷϴ ü ѱ Ϻ TDI ó 켱 ۿ . Ϻ Nippon췹ź簡 , ɷ 2.5 ̹ϴ.
[ǥ] Ϻ, ѱ TDI ü Ȳ
* ɷ 2015
(ڷ: , Ÿ, ڷ )
ѱ 3 TDI ó ִ. ͽκ DNT ü ȭȭɹĮ OCI 2. ȭȭɹĮ OCI 1.5~2 ü Ѵ. TDI 1 꿡 DNT 1.2 DZ , ͽ 1.8~2.4 þ ȴ.
ȭȭɹĮ , ̾ȭ ݻ ϸ ͽ 18(16.2+1.8) ̻ ȴ. ȭȭɹĮ 2015 ͽ 16.2濡, ̾ȭ ݻ 1.8 ġ.
18濡 DNT ܰ 71 ϸ DNT ι 2015 11% 1278̴. DNT ܰ 2014 118 ȸѴٰ ϸ 2118 Ѵ.
۷ι 귮 Ǹ ϴ ̻ ϶ϱ Ȳ ϸ, ߰ DNT ܰ ϶ δ. DNT ̾ ɼ .
̽þ ϸϾ ȭд
1. ̽þ ϸϾ Ʈ?
ͽ 2012 11 ̽þ ϸϾ ȭд Ѵٰ ߴ. ͽ ϴ ȭд 10 Ը ڱݾ 9000~1̴. 2500 ͽ , 6500~7500 100% ̽þ ȹ̴. ȭд 2018 ϰ ̴.
ȭд Ǽ ͽ ̽þ ¾ . ͽ 忡 ϸϾƸ ݿ 鿩 ߰, ̽þ δ ڱ ϱ ٷ.
尩 ǰ ֿ ⱹ ̽þƴ ۰ Ǵ 䰡 , ü Ѵ. 68% ̻ Կ ߴµ, ü Թ 70% ̻ ѱ ü ߴ. ͽ, ȭ, ȭ ֿ ü. ͽ ȭд Ǽ ̽þƿ Ǵ ϰ ƴ.
ͽ ̽þ ȭд ϸϾƸ ѱ 忡 ̴. ϴ ϸϾ Ϻθ Ȱ , ̽þ ü ǸѴ.
2. ȭд ǰ, ɷ?
ͽ ̽þ ̽þ ο Ʈγκ õ ϸϾ, , ʾ Ѵ. ϸϾ ɷ 60̴. 16 ̽þ ȭд , ʾ µ ǰ, 30~32 ͽ ѱ 忡 Ѵ. 12~14 ܺη Ǹŵ ̴.
40 ȹ̴. 24 ̽þ ǸŵǸ, 16 ʾ ȴ. ʾ 20 ü ̴.
ͽ ̽þ 4820̴. ǰ 2010~2014 5 (ϸϾ 555, 40, ʾ 58)̴. ͽ ѱ ΰŷ ܺ 2800~2900̴.
[ǥ] ̽þ ȭд ɷ
(ڷ: , ͽ)
3. ϸϾ ݺ
2014 Ϲݱ ۵ ϸϾ ū ϶ߴ. ѱ ϸϾ 2014 12 672 2016 1 433 35% ȴ. ̽þ ڸ 2011 11 ϸϾ 770 ϸ 44% ̴.
ͽ ̽þƿ õ 2011 11 ƴ. Ȯ ʾ, 迡 õ 1mmbtu 5~6 ̴ ִ. ̸ ݿϸ ̽þ 1 250~300 Ѵ.
ص 2016 1 ϸϾ 433 ѱ 忡 ϸϾƸ ִ. ̽þ ͼ ȭ ƽ쳪, ݿ ϸϾƸ Ѵٴ ̵ ȿϴ.
϶ Ȳ ϸ, ϸϾ ϶ ȭ ȴ. ٸ, ϸϾ ̽þ Ʈ ġ ġ ũ ϸϾ ͼ ȭ ʿ䰡 ִ.
ڻа ġâ
Ƹ ڻа ġâ 캸. ڻ âϴ ٽڻ ľϰ, ڻ ִ.
Ḧ ϰ ǰ Ǹϴ ִ ҵ ľ ִ. ͽ ϸϾƸ , DNT, MNB, ʾ Ѵ.
> Ÿų ------------------------------------------------------------------------
ͽ 2010~2012 Ը ÷Ƚϴ. , 濵 Ȳ ߽ϴ. δ, ֿ ǰ ܰ ϶ ġ 2011 پϴ.
÷Ƽ(̾) 2016 ͽ ֿ 濵 ȭǰ ְ, ؿ ȭоü ͽ ̶ ߽ϴ. ̿, ʿ ͽ ż߽ϴ.
2016 10 17 ͽ 24.8% ߽ϴ. ֱ ͽ Ȳ ̾鼭 ְ Դϴ. ͽ ÷Ƽ ְ ó ŷǰ ֽϴ. ̿ 18 1 ͽ ߰, Ȳ ϰ Ÿ Ǵ Դϴ.
[ǥ] ̾ ͽ Ÿų
* 18400 űԸż(2016.03.29)
* 19600 ߰ż(2016.04.19)
* 19900 ߰ż(2016.05.26)
- 2016 10 17 ͷ 24.8%
* 23700 1 ͽ..24.8% (2016.10.18)
ġŬ ÷Ƽ 6ֳ ̺Ʈ ˴ϴ. 1 ѹ մϴ. ݿ ̿ ִ ȣ ȸԴϴ.
÷Ƽ Ž, IR پ ä ߱ϰ б ŸǴ ϴ. 15Ⱓ ġ Ͽ찡 ġ ŬԴϴ.
⸦ ŬϽø ÷Ƽ м Ʈ ȮϽ ֽϴ.
÷Ƽ ͷ 15% ǥ, װ ֽϴ. 췮ַ Ʈ ڸ ϽŴٸ, ÷Ƽ ԲϽñ ٶϴ.
[ ! ߱ ÷Ƽ ̺Ʈ]
1 ѹ ȸ! 35%+20% ߰ ȸ
ȭ: 02)723-9093 ( 9~6)
[ ̸, ̸ ٰŷ ŷ ڴ å ʽϴ.]
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