9-14일 이슈정리

https://www.hankyung.com/car/article/202109131617g
현대차가 '로봇개' 선보인 이유…"자율주행 접목해 시너지"

https://www.hankyung.com/economy/article/202109131888i
서울 주택매수자 15%가 신용대출 냈다…평균 1억489만원

https://www.hankyung.com/finance/article/202109131256i
앤트그룹 국유화에 한 발 더…알리바바 주가 또 급락 [강현우의 중국주식 분석]

https://www.hankyung.com/economy/article/2021091323091
"코로나 충격에 잠재성장률 0.4%P 추락"

https://www.hankyung.com/economy/article/202109132092i
'답정너' 정부 탄소중립 시나리오에 제동 건 시민회의

https://www.hankyung.com/economy/article/202109132095Y
카카오그룹 동반 하락…하루만에 그룹 시총 5조 증발(종합2보)

https://www.hankyung.com/economy/article/202109131868Y
"中, 반도체 생산 올해 日 제치고 세계 3위…한국 다음"

https://www.hankyung.com/economy/article/2021091323891
"3억 주겠다" 제안에도 탈회 0명…돈 있어도 못 사는 '이것'

https://www.hankyung.com/economy/article/2021091324201
"한국의 급격한 탄소중립 추진, 중국만 신났다" 경고

https://www.hankyung.com/economy/article/202109132346i
"ESG·美中분쟁·디지털 대응…中企 '3대 데스밸리'통과해야"

https://www.hankyung.com/economy/article/2021091324381
IT기업 지배구조 조사 전방위 확산될 듯
- 오너 일가의 사익을 위해 일감을 몰아주지는 않았나?
- 2세 승계를 위해 부당한 방법을 동원하지는 않았냐?
- 카카오, 넥슨, 넷마블, 네이버가 그 대상

https://www.hankyung.com/economy/article/2021091323451
명품에 지갑 활짝 연 '이대남'…5060 부모는 모바일쇼핑에 빠졌다

https://www.hankyung.com/economy/article/2021091324371
정제마진 2년 만에 최고…정유 빅4, 힘받는다
- 손익분기점 배럴당 5달러 돌파
- 코로나19로 작년 상반기 5조원이 넘는 기록적인 손실을 냄
- But 빅4 정유사는 올 상반기 3조8995억원의 영업이익을 올림
- 석유화학과 윤활유 등 비정유 부문 이익이 정유 부문 부진을 만회함
- GS칼텍스, 에쓰오일, 현대오일뱅크, SK이노베이션 상반기와 같은 영업 이익을 거둘 것 올 하반기 영업이익의 대부분을 정유 부문이 차지할 것으로 예상
- 석유화학 부문 실적은 상반기 수준에는 미치지 못함
- 수요 가격이 정체된 상홍에서 원재료 가격이 높아지면 수익성이 악화될 수밖에 없기 때문

https://www.hankyung.com/economy/article/2021091324461
집밥 '편리미엄'…쿠쿠, 상반기 실적 신기록
- 인덕션레인지, 식기세척기 등 '편리미엄' 가전 매출이 급증한 영향
- 인덕션레인지 상반기 매출 195% 증가, 트윈프레셔 밥솥 상반기 매출 62%, 식기세척기 175% 증가, 6인용 식기세척기 294%

https://www.hankyung.com/economy/article/2021091324361
조현준 "효성, 선제적 혁신…급변하는 美 시장 잡자"
- 초고압변압기, 타이어코드, 에어백원단 등이 핵심 제품이고 올해 미국 시장 매출은 약 16억 달러, 전년 대비 30% 증가
- 조 바이든 정부가 전력망, 신재생에너지 등 인프라 개선에 1조2000억달러 규모의 투자계획 공개, 사회간접자본과 에너지, 자동차 등 첨단산업 분야를 중심으로 급격한 성장 예상
- 멤피스 공장을 거점으로 향후 미국 전력 인프라 교체 수요와 에너지저장장치(ESS), 스태콤(무효전력보상장치) 등 신재생에너지 시장도 본격 공략

https://www.hankyung.com/finance/article/2021091324691
"일단 사고 나중에 갚아" 신박한 결제…신용카드와는 다르다

BNPL 서비스
- 선구매 후지불
- 최근 아디다스, H&M, 펠로톤, 월마트 등 후불 결제를 도입한 기업이 빠르게 늘어나고 있음
- 어펌, 클라르나, 애프터페이
어펌
- 페이팔 공동 창업자 출신인 맥스 레브친이 설립한 회사.
- 피터 틸(팰런티어), 일론 머스크(테슬라), 맥스 레브친(어펌), 스티브 첸(유튜브), 레이드 호프먼(링크트인) 등 페이팔 출신으로 실리콘밸리에서 막대한 영향력을 행사하고 있는 창업자들을 '페이팔 마피아'라고 부름

돈 어떻게 범?
- 소비자가 결제 업체에 구매 대금을 분할 납부함, 소비자의 신용등급과 관계 없이 이용할 수 있고, 분할 납부 수수료가 없다는 점에서 신용카드와 다름

아마존, 애플도 참전
- 그러나 주요 BNPL 업체 모두 적자를 내고 있음, 신용등급이 낮은 사람이 서비스를 이용할 수 있다는 것은 강점이자 리스크임

https://www.hankyung.com/international/article/2021091324701
"날뛰던 밈 주식, 이젠 예측가능"
- 글로벌스타 -> 아이폰 위성통신 수혜
- 빈코벤처 -> 틱톡의 대항마로 꼽히는 로모티프 인수
- 제보 -> 친환경 정책 수혜주
- 서포트닷컴 -> 스파이웨어 방지, 종토방에서 열띤 토론이 벌어지고 있음 

https://www.hankyung.com/international/article/2021091323211
美 법인세율 21%→26.5%…민주당, 하원서 추진할 듯

https://www.businesspost.co.kr/BP?command=article_view&num=250176
E1 수소경제 올라타 체질전환 본격화, 오너3세 구동휘 생존의 문제

https://www.businesspost.co.kr/BP?command=article_view&num=250216
[비즈니스피플 인재탐구] ‘네카라쿠배당토’는 왜 꿈의 직장이 됐나

https://www.businesspost.co.kr/BP?command=article_view&num=250189
이동걸 "대한항공 아시아나항공 결합은 필수, HMM 지분 단계적 매각"

https://www.businesspost.co.kr/BP?command=article_view&num=250105
LG이노텍, 자석 전문기업과 세계 최고성능의 친환경 자석 개발