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[˷5] , " ؾ 1 ǥ"

俹 ... 42000 Ȯ

| ˷5 յ 5 Ʈ ˱ Ұϴ ڳԴϴ.
1. 42000 Ȯ... 20% ʰ


ؾ 21~22 Ϲ û 1 ڽ 忡 ̴. Ϲڴ ǥְ ̸ ְ ѱڰ þҴ. 2,262,625 Ϲݰ ȴ.

15~18 俹 ŵ״. 𰡴 42000 Ȯƴ. 3~35000 20% ݾ̴. 1721 ߰ 1647 1 ߴ. ޵Ǵ ݾ 921̴.



ڱ üڱ ؿܻ ڱ ȹ̶ ˷ȴ. ȸ " ű Ȯ, ߱ ް Ͽ ߰ ʿ (밡 , ߱ 2, ̱ 2) Ƭ(Salt) ȭ Ϸ Ѵ"鼭 " ǿ 繫Ҹ ϰ, ̱ ؾ Ǹ ͸ ü Ҹ ϰ 縦 Ȯ ȹ"̶ ߴ.

ڼ ֽ 忹ֽļ 15117497 38.1% شϴ 5759012ְ 밡ɹ̴. ִֿ Ư ǿâ ű 1ȣ( 22.17%), Ƹǿâ ű 2ȣ(7.01%) Ȯ༭ Ϸκ 1Ⱓ ȣϱ ߴ. ǥ̻ ֽ(16.49%) ǹȣⰣ 6 ĺ Ϻ ȣ ġϰ, 3Ⱓ ȣ ̴.


2. , 2 ؾ ü

2 EDLC ؾ, ÷ , Ǹϴ ȸ. ؾ IT 2 , ESS ߴ 2 ȴ. 2020 ǰ (xEV) 88.9% IT 4.6%, EDLC 3.2%, ESS 1%, Ÿ 2.4%. 纰 SK̳뺣̼ 59%, LGַ 37% ̴.

ֿ ǰ ؾ , , ÷ Ǹ 2 Ƭ̿ ̵ ϴ Űü 2 Ǹ ټ EV ޵ȴ. ȭ 輺 ִ 蹰̸ ( 3~4) ϴ żǰ ũ ߿ϴ.

2020 dz õ忡 ַ ؾ Ͽ ߴ. ƿ﷯ ֿ LGES SKI ٴ ؿܿ Capa ߰ ̿ ϱ⵵ ߴ. ۳ Ϲݱ ߱ 1б 󰡵 ƴ.

Salt(LiPF6) ȸ Shida ޸ þ ͸ ؾ ؼ Ƭ ȭ ߴ. Shida 49% μϿ LiPF6 ϰ , Shida ϴ LiPF6 70% 켱 ִ 켱 Ȯߴ.


(ڷ : IR )

3. ̱, ߱, , ѱ Ϸ ȹ

ؿ(Ƭ), , ÷ üκ Ḧ ޹޾ ؾ ǰ 2 ü Ѵ. ֱ ؿ 忡 2 NMP Ŭϴ űԻ ϰ ִ. Ƭ ü ۻ , Ƭ ǸŻ Ȯ ȹ̴.

ؾ ü õ(5,000), dz(20,000), (20,000), ߱JV (20,000) ̸ ü ɷ 65000 ̴. ⿡ 2021 ̱ , 2022 밡 ߱ ɷ 20,000 Ը 60,000 Ը ü ȹϰ ִ.

ؿ ̱ θ NMP ޾ ŬϿ ͸翡 ǰ ȹ̴. ̱ ϰ Ǹ ݱ ؾ NMP , ̱ LGES, SKI ǰ ̴. 밡 迡  2022 ϰ ǥ ϰ ִ.

ڴ " Ȯ ٺȭ ȹ̰, 22⸻ ؾ Capa 125000 "̶ " , ߱, ̱ ű Ȯ ȸ 40% ̻ Ͽ 25 5000, 30⿡ 1 ޼ ϰ ִ" ߴ.

(ڷ : IR )


4. ǰ ȭ

弼 ߰ ų ִ ߴ. Ư 3Ⱓ ߰ 2018 368 2020 1389 3 ̻ ߴ. 2019 ū ߴٰ 2020⿡ ߴµ, ̴ ؿܰ忡 ڿ Ǽ ݺ , 󰢺 ݿ ӵ ̴. 2020 5 2019 ڿ ڷ ȯߴ.

ٸ ݱ⿡ LiPF6 1 280% ſ ս ´. ڼ 2020 ̾ ǥǰ ִ ϼ ü ȹ Ƭ ͸ ޻ ̿ ؾ ޿ ƴ. ƿ﷯ ݱ ź긮Ƭ λ ؾ Ƭ ޵߰ ݱ⿡ ڸ ߴ.

"ȸ 簣 Ʈʽ ¿ ϰ ǰ λ Ÿ ؼ ݿȴ"鼭 "ǰ Ⱓ 1~2б Ⱓ ϸ ȸ Ʈ ũ ʴ" ߴ.

⿡ "ؿ ߻ ݺ  غ ް "̶ " ݱ 밡 ϰ, Ϲݱ ߱ 2 ϰ ü Ҿ capa ޷ ǰ, ̸ ߰ ӵ "̶ ٺô. 74% 2421, 9% þ 136̴.


(ڷ : IR )

5. ǥ, ִֿ ְ 濵

ִִ ۳ 7 ǥ ǿâ ű 1ȣ ƴ. 5ȸ CB μ ǿâ ű 1ȣ ȯ 4216666, 6ȸ μ Ƹǿâ ű 2ȣ ȯ 1373333 ֽ Ǹ鼭.

ǥ ִ Ưΰ Ȱ  濵 ְ üߴ. ù° 3Ⱓ ڵ ǥ̻ ǰ ߰, ° ڵ ϴ ֽļ ֽļ 5% ̸ ǥ 絵ֽ 켱Ͽ ż ִ 켱ż οߴ. ڵ 3ڿ 3% ̻ ֽ 絵ϰų 3% ̸̶ 濵 ִ 3ڿ ֽ 絵ϴ 3ڰ ڵ Ǹ ǹ °ϵ ߴ.

ǥ 1 5ȸ, 6ȸ CB Call Option ǿâ ű 1ȣ Ƹǿâ ű 2ȣ 865187, 313922 Ͽ 1179109() ߴ. ǥ̻ ܿ Call Option 簡ɹ 5ȣ CB ȯ 821,479, 6ȸ CB ȯ 235,411̸, 簡ɱ 2022 6 18, 2023 225ϱ.

ǥ ֽ 2492249ַ 16.49%. 5,6ȸ ݿɼ ܿ ϸ 23.48% Ȯ ִ. ⿡ 7,8,9ȸ ݿɼǵ ϸ 24.59% Ȯȴ.

ٸ ִ ̹ û ο Ը, ü û û ɼ ִ. 7,8,9ȸ ȯä ַ ȯǴ ǥ̻ 񼮵 ɼ Ѵ.


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