10.28 이슈정리

https://www.hankyung.com/thepen/moneyist/article/202110263200Q
중국 경제 위기의 본질 [조평규의 중국 본색]

https://www.hankyung.com/economy/article/2021102781191
LG화학, 도레이와 헝가리에 1조 분리막 공장
- LG화학 분리막 기술을 내재화해 유럽 전기차 시장에 빠르게 진출할 수 있게 됐다.
- 원단, 코팅 기술 시너지로 유럽 공략
- LG화학은 지난 7월 유럽 시장 공략을 위해 LG전자와 분리막 코팅 사업을 5230억원에 인수, 분리막 코팅 속도는 경쟁사 대비 두배 이상 빠르고, 코팅 폭도 넓어 원가경쟁력을 갖추고 있다. 

https://www.hankyung.com/economy/article/2021102779931
"탈원전 지속 땐 2050년까지 비용 1500조…전기료 120% 폭등"

https://www.hankyung.com/economy/article/2021102781181
삼바의 백신 속도전…'조용히, 빨리' 이재용이 움직였다

https://www.hankyung.com/society/article/2021102779161
"괌 여행 갑니다" 인천공항 긴 줄…억눌렸던 수요 터졌다
- 9월 인천공항 28만명 이용.. 전년 동기 대비 46% 급증
-> 면세점, 여행관련주식, 백신패스, 대한항공, 아시아나항공, 티웨이항공, 호텔신라, 강원랜드

https://www.hankyung.com/finance/article/2021102779451
잘나가다 50% 급락…'흠슬라'에 무슨 일이
- 주가가 절대적인 이익보다 이익증가율에 민감하게 반응...
- 한국해양진흥공사가 가진 HMM의 전환사채를 모두 주식으로 전환.. -> 하락

https://www.hankyung.com/finance/article/2021102779461
삼성重 '수주 낭보' 효과…조선株 턴어라운드 되나
- 에너지 가격 상승과 잇따른 수주 낭보에 조선 업종이 반등, 내년도 턴어라운드에 대한 기대가 커지고 있기 때문
- LNG 운반선과 탱커(원유 및 석유화학제품 운반선)가 내년 선가 인상을 견인할 것, LNG 가격 폭등
- 석유수출국(OPEC) 증산, 경기 회복, 리오프닝에 따른 석유 수요 회복으로 물동량 증가가 확인

https://www.hankyung.com/economy/article/2021102784061
3년물 국채금리 年 2% 돌파
- 국내외 기관투자가들은 국채 현물은 물론 선물도 대거 팔아치우는 중
- 한은 통화정책이 예상보다 긴축적일 것이라는 전망이 확산한 결과..
- 실물경제가 회복 흐름을 이어가는데다 물가 상승 압력도 갈수록 커지고 있기 때문

https://www.hankyung.com/economy/article/202110278262i
태양광 소재 가격상승 힘입어 10년만 최대 영업이익 기록한 OCI
- 폴리실리콘의 원재료인 메탈실리콘의 가격이 3분기 급등
- 석유화학 부문에서는 3460억원의 매출과 310억원의 영업이익 -> 해상운임 상승, 시장가격 인상에 따라 원료가의 후행 인상분이 반영되면서 영업이익이 전 분기 대비 약 30% 감소

https://www.hankyung.com/economy/article/2021102782805
SK케미칼, HDC현대EP에 사업 매각…"385억원 규모 PPS사업"

https://www.hankyung.com/economy/article/2021102781201
차량 반도체 기술 확보나선 현대차…獨 인피니언과 스타트업 공동 투자
- 반도체와 미래 모빌리티, 스마트시티, 스마트팩토리 등과 관련된 기술을 보유한 기업이 지원 대상

https://www.hankyung.com/economy/article/2021102782265
재계, 유럽 순방에도 투자보따리 내놓을까
- 문재인이 방문할 예정인 헝가리를 비롯해 체코와 슬로바키아, 폴란드까지 이들 동유럽 국가들은 유럽 내에 전자, IT와 자동차, 의약품 등을 공급하는 제조기지로 불리는 곳

https://www.hankyung.com/economy/article/2021102781711
"세계 부동산 시장에 10년에 한 번 올 투자 기회 왔다"
- 미국 주택 재고가 절대적으로 부족해 주택 가격과 임대료가 강한 상승세를 보이고 있는 지금이 투자 기회
- 이들의 수요를 충족시키기 위해선 공급이 10년 이상 걸리기 때문에 지금 투자해도 늦지 않다.  -> 밀레니엄 세대들이 선호하는 교외 단독주택은 준공 전에 이미 매각될 만큼 인기가 치솟음
- 유럽에서는 호텔이 투자 기회

https://www.hankyung.com/economy/article/2021102781295
반도체칩 공급난에도 '최대실적'…테슬라만 가능했던 이유 [김보미의 뉴스카페]
1. 차량 1대당 필요한 반도체 개수가 절대적으로 적다
-> 테슬라가 차량통합제어시스템을 직접 설계하면서, 반도체 수를 최대한 줄여놨기 때문에 가능한 일

2. 다른 회사의 MCU를 써도 차량이 굴러갈 수 있도록 설계 수정함

3. 공급망 관리가 수월하다.
-> 반도체 칩을 직접 설계하고, 반도체 생산업체에 직접 주문내려서 거래

https://www.hankyung.com/economy/article/2021102781285
사우디 "2060년 탄소배출 0"…그럼 소는 누가 키우나 [김보미의 뉴스카페]
- 석유생산은 계속 하면서 탄소배출은 어떻게 제로??
-> 환경을 오염시킨 만큼 보전하는 일도 하겠다.
1. 나무심기
2. 탄소 포획, 저장기술, 신재생에너지 활용
----> 나무심기로 탄소줄이려면 수백억 그루 심어야댐 ㅠ, 그리고 석유를 만드는데 탄소중립???

https://www.hankyung.com/economy/article/2021102780895
LG디스플레이, 3분기 영업익 5,289억…전년 대비 222% 증가
- 매출 비중은 IT용 패널이 45%, TV용 패널은 32%, 모바일용 패널은 23%

https://www.hankyung.com/economy/article/2021102780171
이자 낼 돈도 못 버는 기업 41% '사상 최악'
- 지난해 말 기업의 평균 부채비율과 차입금 의존율은 각각 118.3%, 30.4%를 기록

https://www.hankyung.com/economy/article/2021102778685
[단독] "우량기업 5% 선별"...코스닥 대표 新지수 나온다 ① [코스닥 VIP 5% 선별]

https://www.hankyung.com/economy/article/202110277779Y
TSMC 창업자 "미국 반도체 자급 성공 못 한다"
- 미국 내 반도체 공급망이 불완전하고 생산 비용도 비싸 미국의 이런 목표는 성공할 수 없다.

https://www.hankyung.com/economy/article/202110277714Y
엔터주 연일 신고가…SM·JYP 동반 시총 2조원대 '눈앞'(종합)

https://www.hankyung.com/economy/article/2021102776895
용진이형의 온라인 승부수..."SSG닷컴 내년 상장"

https://www.hankyung.com/finance/article/2021102780131
"모자이크·AMD·인사이트 등 인플레 수혜"
- 미국 최대 비료회사 모자이크, 석유기업 내셔널오일웰바코, 제약사 인사이트

https://www.hankyung.com/finance/article/202110277711Y
'헝다 리스크'에 안전자산 선호…환율, 2.4원 상승 마감