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[ġ] ׿Ƽ 2Q ͷ 17.1%... 3

׿Ƽ PCB Ǵ ũκƮ ڵ Ϳ Ʈ ꡤǸѴ. 7ʹ μ  ϰ ִ. ݱ  ι 45.6%, Ʈ ι 33.5%, ũκƮ ι 20.4%.

ڰ ϴ ߱ ַ 'ġ'(stockwatch.co.kr) ' ' 2б ȯ 15 PER PBR 7.6 1.33. Ⱓ ROE 17.45%. 2б ֱ 5 ǥ ϸ, PER ROE . ֱ 5 PER ROE 60.1 1.84%. ROE ϰ PER PER ִ.

׿Ƽ ' ھ' 83.4 1.7%. ߿ ͷ 'ͼ' ֱ б ݿ 'ֱٺб' . ͼ ֱٺб 93 100̴. ھ ġ ϴ .



'VƮ' ' Ʈ' , ȯ 3б ϰ ִ. б Ʈ ϸ ̷ 巯. ۳ 3б б 100 203 ߴ. Ⱓ 11 35, -8 37 þ.

[׸] ȯ Ʈ


[׸] б Ʈ

(ڷ: ġ, )

۳ 3б ޼ 3б μ ݿƱ ̴. ۳ 660 74% ߴ. Ͱ 97 58 158%, 2946% þ.

[׸] Ʈ

(ڷ: ġ, )

б , , п Ѵ. 7 ƮK ġͿ ߴ޷ žǴ ī޶ ϸ  ȴ. ī޶ Ը 14700 2027 36300 9% ȴ.

[׸]  ǰ

(ó: Ȩ)

ũκƮ Ʈ ι Ÿ ̴. ũκƮ 귮 ȴ. ũκƮ PCB ܰ Slot Hole ϴ Ǵ Ҹ . , PCB ϸ ޾ 䰡 þ ۿ ǰ̴. ƮK , , PCB ü ϸ 귮 ø ־ ȴ.

[׸] ũκƮ ǰ

(ó: ׿Ƽ Ȩ)

, L翡 FC-BGA 帱Ʈ ׽Ʈ , MOU ü L ¾ü ̴. L ۷ι A簡 ȹ FC-BGAĨ ɼ ſ , ֱ A ׽ũ(TF) ٸ⵵ ߴ. FC-BGA ߰ 帱 4밡 ߰Ǹ ũκƮ 귮 10%(300) þ ̴.

ȸ ߽ Ʈ ֱ ڵȭ ߼ ü ䷮ ϰ ִ. Ʈ ڵ , , Ʈ ϴ δ. ŷó ֿ Ŀ Brose, Bosch, Nidec, MITSUBA, ̴.

[׸] Ʈ ǰ

(ó: ׿Ƽ Ȩ)

׿Ƽ Ʈ ư ֿ Ϻ Nidec Ʈ ϰ ִ. ƮK 12 Ǽ Nidec Ϲݱ ϰ ̴. Nidec 5Ⱓ Ϳ 100޷( 12) 2030 ۷ι 忡 40~45% Ȯ ȹ̴. ƮK Nidec Ʈ Ǹ Nidec ¿ ׿Ƽ ⵵ мߴ.

׿Ƽ ڵǰ ü 2б ȯ ͷ 3(17.1%) ߴ. з WI26 , ֻ ѱ۴ ϸ Ʈ(18%) ̾ 2. Ǿ ⿩ ̾, ũκƮ Ʈ ʿ ̸ Ѻ ϴ.

[׸] ȯ ͷ Ʈ

(ڷ: ġ, )

ƮK ׿Ƽ װ 950(YoY +43.9%) 137(YoY +41.9%) ߴ. ͷ 14.4%. ׿Ƽ ͷ 2019 7.9% ۳ 9.9%, 14.6% ϰ ִ.

[׸] ͷ Ʈ

(ڷ: ġ, )

, ׿Ƽ ֱ 10Ⱓ ϰ ִ. ִ 250, ð 5%. ٸ, ִݰ ð ϴ ߼. 2012 2017 350 ƴ ִ 2018 250 پ. ̿ 2012~2017 6.8~7.8% ̾ ð 2018 Ŀ ִ 6% .


(ڷ: ġ, )









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