2.25 이슈정리

https://www.hankyung.com/finance/article/2022022475231
공포에 파랗게 질린 증시…개미는 '포성' 듣고도 1조 담았다

https://www.hankyung.com/finance/article/2022022474041
'칠백슬라' 된 테슬라…분할매수의 시간?
- 고점에서 40% 하락
- 테슬라를 괴롭히는 원인
1. 미국 중앙은행의 금리 인상
2. 원자재값 상승
3. 테슬라의 리콜과 독일 가뭄에 따른 베를린공장 건설 연기 
--> 최근 테슬라의 리콜 원인은 오토파일럿 등이 문제가 되고 있는 중 
- 원자재값 상승은 지켜봐야 할 문제이나 테슬라가 타사 대비 상황이 나을 수 있다는 지적 --> 니켈광산과 직접 계약하는 등 자체적으로 원자재 조달을 할 수 있는 기업 
- 독주 구조와 성장 궤도는 변한게 없음 

https://www.hankyung.com/realestate/article/2022022474171
GTX-C '왕십리·인덕원·의왕·상록수역' 신설…B노선도 3개역 추가

https://www.hankyung.com/finance/article/2022022474891
탈원전·연료비 연동제 무산 '부메랑'…한전, 사상 최대 적자
- 지난해 6조원에 달하는 영업적자 냄, 창사 이후 최대폭의 손실 
- 원유, 액화천연가스(LNG) 등 에너지 가격이 큰 폭으로 뛰었지만 이를 제때 전기요금에 반영 X
- 탈원전 추진으로 전력 구입비가 치솟은 것
- 애초 발전 연료비 증가분을 요금에 반영하는 연료비연동제를 시행하기로 했지만, 물가 상승 억제 차원에서 작년 2분기와 3분기 잇달아 전기료 동결 
- 문재앙 정부가 탈원전, 탈석탄 기조 아래 신재생에너지 보급 확대를 서두른 것도 한전에 부담, 신재생에너지 의무공급(RPS)의 비율이 7%에서 9%로 증가 

https://www.hankyung.com/finance/article/2022022474091
1년새 주가 100% 뛴 '이곳'…"투자자 몰린 이유 있었네"
- 핸드백과 의류 제조업자개발생산(ODM) 업체 제이에스코퍼레이션이 불안정한 증시에서도 고공행진을 이어가는 중 

https://www.hankyung.com/life/article/2022022473291
딱 한 조각 먹었을 뿐인데…"30분 운동 효과" 놀라운 건강식
- 다크초콜릿

https://www.hankyung.com/finance/article/2022022474121
이 와중에 신고가 찍어…"내년까지 간다" 목표주가 상향
- 대덕전자, 심텍, 코리아써키트, 인터플렉스, 이수페타시스
- 반도체, 통신기기 인쇄회로기판(PCB) 관련주가 약세장에서도 선방하고 있는 중
- PCB업체 주가가 고공행진하는 것은 코로나19 이후 플립칩볼그리드어레이(FC-BGA) 등 고성능 반도체 인쇄회로기판 수요가 크게 늘어나고 있기 때문
- 플립칩볼그리드어레이(FC-BGA) 기판은 중앙처리장치(CPU) 그래픽처리장치(GPU) 등 반도체 패키지에 주로 쓰이는 고사양 제품
- 반도체와 전자제품을 메인보드와 연결해주는 역할을 함 
- 반도체 기판 설계가 복잡해지면서 다층 기판 구조가 보편화된 것도 반도체 기판 업황 호황에 한몫 
- PCB업체들은 올해 최대 실적을 거둘 것 , 자동차 전장화, 자율주행, AI

https://www.hankyung.com/economy/article/2022022474731
"엄마 질문에 번뜩"…홈쇼핑서 옷 사던 4050 여성들 '환호'

https://www.hankyung.com/economy/article/202202245969i
76번 금리 결정한 이주열…9번 내렸고, 5번 올렸다 [김익환의 BOK워치]

https://www.hankyung.com/finance/article/202202245842i
원자재 가격역전 급증…콩·밀 값 10년 만에 최고 [원자재 포커스]
- 소맥 가격은 10년 만에 최고, 대두유 가격은 14년 만에 최고 
- 블룸버그원자재 지수에 포함된 23개 상품 가격은 1년 선물 가격보다 6% 높았음, 최근 15년 새 가장 높은 수치!
- 원자재 시장에서 선물 가격은 현물 가격보다 높은 게 일반적, 물품을 실제 주고 받는 시기가 늦어질수록 재고 비용, 위험부담 비용 등이 추가되기 때문
- 만기가 길게 남은 선물 가격이 단기 거래 원자재 가격보다 높은 상태를 콘탱고라고 부름 
- 원자재 시장 등에서 수요가 급증하면 희소성이 커져 현물 등 다니 거래 가격이 급등 -> 백워데이션 
- 러시아와 우크라이나 간 갈등이 원자재 시장을 뒤흔드는 중 원유, 천연가스, 옥수수, 대두, 설탕, 커피 구리 등의 근월물 가격은 모두 장기 선물 가격을 뛰어넘음 
- 우크라이나 사태 + 남미에서도 수확량 줄었음 -> 콩 + 밀값 치솟아 

https://www.hankyung.com/economy/article/202202246695g
SK하이닉스 해냈다…日 제치고 '낸드플래시 2위' 등극
- 솔라다임 + 하이닉스 점유율... 일본 키옥시아의 19.2%를 넘김 

https://www.hankyung.com/car/article/202202247179g
LPG·하이브리드차, 2~3년 내 '저공해차'서 빠진다
- 2025년 하이브리드차를 저공해차에서 제외하는 방안을 추진 '
- 2024년엔 액화천연가스(LPG), 압축천연가스(CNG) 차량도 저공해차에서 빠짐 

https://www.hankyung.com/economy/article/2022022475361
SK온, 전기차 배터리 잔여수명 알려준다
- 전기차는 차량 가격의 절반을 차지하는 배터리의 남은 수명에 따라 가격이 좌우됨, 하지만 아직까지는 배터리 수명을 측정할 객관적인 기준이 없음 
- SK온, 지난해 초 배터리 상태를 분석하고 수명은 물론 이상현상을 사전에 감지할 수 있는 BaaS(배터리 생애주기별 서비스)  AI(인공지능) 자체 개발 
- 수명이 다한 배터리를 골라내 에너지저장장치로 재사용, 폐기한 뒤 원자재를 추출하는 재활용 사업도 할 계획 

https://www.hankyung.com/economy/article/202202247618Y
소득분배 2분기째 개선…각층 소득 늘고 하위 20%서 최대 증가(종합)

https://www.hankyung.com/economy/article/202202247594Y
정부 "3월 말까지 추경 16조9천억원 중 15조원 이상 집행"

https://www.hankyung.com/economy/article/202202247237Y
LS전선, 한국전기연구원과 '친환경 송전 기술 개발' MOU 체결
- 초전도 케이블은 송전 중 전력 손실이 거의 없는 차세대 케이블 

https://www.hankyung.com/economy/article/202202246765g
스텔란티스 합병 출범 첫해 순이익 18조…전년比 3배 증가
- 지난해 전년 대비 3배 증가한 134억유로의 순이익 달성 
- 스텔란티스 : 지난해 초 이탈리아- 미국 합작사 파이트크라이슬러(FCA)와 프랑승 푸조시트로엥(PSA)의 합병으로 탄생 

https://www.hankyung.com/economy/article/202202247081Y
[우크라 침공] 산업계 전방위 타격…반도체 희귀가스-자동차 등 공급망·교역 차질
- 원자재 가격 급등이 제일 큰 원인 

https://news.naver.com/main/read.naver?mode=LSD&mid=shm&sid1=101&oid=008&aid=0004712593
[단독]李-尹 "수소육성" 외치자...반도체특별법에 수소 포함 추진

https://news.naver.com/main/read.naver?mode=LSD&mid=shm&sid1=101&oid=092&aid=0002248729
5000억달러 디지털 헬스케어 시장 향해 우리도 '시동'
- 디지털 헬스케어 서비스란, ICT 기술을 활용한 맞춤형 건강관리 서비스를 말함