10/29 이슈 정리

https://www.hankyung.com/economy/article/2021102812131
현대차가 투자한 美 SES 일냈다…'꿈의 배터리' 눈앞
- 에너지밀도가 kg당 417Wh에 이름, 기존 리튬이온 배터리의 에너지밀도가 kg당 250Wh인 점을 감안하면 주행거리는 약 30% 증가
- 충전 성능도 개선, 12분 만에 10%에서 90%까지 고속으로 충전
- 충, 방전을 800번, 550번 반복한 뒤에도 배터리 성능은 80%, 90%로 유지
- SK이노베이션도 SES와 경쟁하는 미국 솔리드파워에 3000만달러를 투자, 공동으로 전고체 배터리를 개발, 생산한다고 발표

https://www.hankyung.com/economy/article/2021102811171
AI·메타버스 업고…엔비디아, 반도체 시총 1위
- 인공지능 반도체 등으로 사업 영역 확장
- TSMC는 파운드리 시장의 구조적인 성장세보다는 경쟁 심화와 세계적인 부품 부족에 따른 스마트폰 업체들의 주문 감소 부각
- GPGPU란 제품을 앞세워 세계 AI 반도체 시장의 패권을 쥐고 있음
- AI의 딥러닝에 적합한 GPU를 업그레이드한게 GPGPU
- 페이스북의 340억 AI 투자 

https://www.hankyung.com/economy/article/202110280771g
LG전자, 3분기 매출 18조7867억 '역대 최대'…TV·생활가전 '쌍끌이' [종합]
- 전년 동기 22.0% 증가, 분기 매출액이 18조원을 넘은 것은 이번이 처음, 영업이익은 5407억원으로 전년 동기 대비 49.6% 줄음

https://www.hankyung.com/economy/article/2021102811301
많이 파는것보다 많이 남겨야…반도체 기업 "재고 조절로 이익 방어"

https://www.hankyung.com/finance/article/202110288978i
CATL 3분기 순이익 130% 급증…시장 예상 상회 [강현우의 중국주식 분석]
- 중국 전기차 확대 정책의 최대 수혜주, 테슬라가 CATL의 리튬인산철 배터리 사용을 확대하면서 더욱 주목받고 있다. 

https://www.hankyung.com/finance/article/202110288699i
"다음주 테이퍼링·고용지표·주지사 선거가 증시 좌우할 것" [조재길의 지금 뉴욕에선]
- 미국의 물류대란은 어느 정도인가??? 
-> 원료와 원자재를 납품 받아 각 공장에서 제조한 뒤 이를 유통 시장에 보내는 과정에서 예기치 못한 난관이 너무 많이 터짐
-> 자발적으로 일터로 복귀하지 않는 근로자들이 너무 많음 
11월 3일 Fed의 연방공개시장위원회(FOMC) 있다. 

"中 정책 최대 수혜주"…태양광 웨이퍼·모듈 1등 융기실리콘자재
- 최근 중국 정부가 가장 강조하는 것?? -> 친환경, '2060년 탄소중립'
- 웨이퍼 세계 1위 기업, 모듈 부문에서도 1위 자리를 놓고 싸우고 있는 중
- 태양광 산업 밸류체인은 폴리실리콘, 웨이퍼, 잉곳, 셀, 모듈로 구성됨 
- 융기실리콘자재는 단결정 잉곳부터 웨이퍼, 셀, 모듈까지 모두 생산하고 있음, 태양광 발전까지 사업 영역을 확장해 수직계열화에도 성공

https://www.hankyung.com/finance/article/2021102810801
'부품 병목현상' 완화…반도체·디스플레이·자동차 반등 시동
- 각 기업의 실적 발표 및 콘퍼런스콜 과정에서 각종 부품 공급망 차질이 4분기부터 점차 완화될 것
- 차가 너무 잘 팔리는 상황이어서 이익추정치가 지속적으로 올라가고 잇는 중, 회사가 이미 25~30%의 배당 성향을 유지한다고 함
- 삼성전기 3분기 어닝서프라이즈로 역대 최대 실적 달성 

https://www.hankyung.com/economy/article/2021102815491
'아스팔트 1위' 한국석유공업, 반도체 세정액 리사이클 도전
- 99% 이상의 순도를 요구하는 유기용제는 아직 수입에 의존
- 유럽연합 등에서는 일정 비율 이상의 재생 유기용제 사용을 법적으로 의무호하고 있어 유기용제를 한 번만 쓰고 폐기하거나 외국으로 보내 재생시키는 것도 ESG 경영 관점에서 부담

https://www.hankyung.com/economy/article/202110281483Y
전해액 생산 기업 엔켐, 내달 1일 코스닥 상장

https://www.hankyung.com/economy/article/202110281437i
LX하우시스, 3분기 매출 8683억…전년比 12.6% 증가

https://www.hankyung.com/economy/article/202110281424Y
[고침] IT/과학("일본 독점 막자" 반도체 핵심 초고순도…)
- 초순수는 유기물이나 전기 전도도를 최소화해 불순물이 거의 없도록 정제한 물, 반도체 제조 공정 전후 세정작업에 활용하는데, 반도체 생산성을 높이는 필수 요소로 꼽힘

https://www.hankyung.com/economy/article/2021102812141
양산 성공까진 아직 허들 많아…선발주자 퀀텀스케이프도 '흔들'

https://www.hankyung.com/economy/article/2021102812151
현대모비스 "셀에서 바로 팩으로"…CATL과 배터리 기술협약
셀 - 모듈 - 팩 의 공정에서 셀투팩 기술을 활용하면 셀에서 바로 팩을 제조할 수 있음 
- 모듈을 만들지 않으면 같은 크기의 배터리에 더 많은 셀을 넣을 수 있음

https://www.hankyung.com/economy/article/2021102812965
팬더스트리가 ‘뜬다‘…연말 엔터주 상장 ’러시‘
- 팬더스트리 = 팬 + 인더스트리
- 팬더스트리 업계에서 가장 주목을 받고 있는 건 '온라인 플랫폼'

https://www.hankyung.com/economy/article/2021102812195
교역조건 '악화일로'…당분간 '가시밭길'

https://www.hankyung.com/economy/article/202110281022Y
국금센터 "내년 세계 경제 성장세 둔화할듯…위드코로나에 달려"

https://www.hankyung.com/economy/article/202110280384Y
한화솔루션, 큐셀 부진에 3분기 이익 23.5% 감소…케미칼은 호조(종합)

https://www.hankyung.com/international/article/2021102811331
리커창 면전서…바이든 "대만에 바위처럼 단단한 안보 약속"

https://www.hankyung.com/finance/article/202110280957Y
MS, 시총 세계 1위 자리 되찾나…애플 턱밑까지 추격
- 클라우드가 그 원동력 

https://www.hankyung.com/finance/article/2021102811181
인건비·원자재값 올라도 '美 식품 3대장' 끄떡없네

https://news.naver.com/main/read.naver?mode=LSD&mid=shm&sid1=101&oid=449&aid=0000217032
중국발 요소수 품귀 현상…화물차 운행 올스톱 위기
- 원재료인 요소의 물량의 대부분이 중국산, 근데 지금 중국 석탄 없어서 난리임... 요소는 석탄에서 뽑아내는건데...

https://news.naver.com/main/read.naver?mode=LSD&mid=shm&sid1=101&oid=008&aid=0004663218
유럽서 또터진 호재.."전기차 더 팔겠다"는 정의선 호기 통할까
- '가장 안전한 차' 등극에 '올해의 차' 최종 후보

https://news.naver.com/main/read.naver?mode=LSD&mid=shm&sid1=101&oid=011&aid=0003978905
글로벌 신자원전쟁 중인데···석유公, 멕시코만 유전도 매각 추진