삼성SDI가 앞당긴 전고체 시대배터리 판도 바꿀 수혜주는?ㅣ이동근 (주)지이인베스트먼트 대표·박윤진 | JPK컴퍼니 대표ㅣ 더 워룸
한국경제TV
33,679 views
✅ Participant Information
Host: Anchor Son Ja-hee
Caster: Caster Seo Hyo-won
Expert 1: Lee Dong-geun | CEO, GE Investment Co., Ltd.
Expert 2: Park Yoon-jin | CEO of JPK Company
Production: PD Ko Dae-han, Writer Ra Yun-ju, AD Seo Yu-kyung
──────────────────────────
📌 Sector Deep Dive
✓ Secondary Batteries
→ Expansion of new ESS demand driven by the proliferation of AI data centers
→ Global new ESS installations projected to grow by approximately 41%
→ Increased demand for power storage due to large-scale AI infrastructure investment by US Big Tech
→ Expectations of indirect benefits for domestic battery companies following stricter regulations on Chinese batteries
→ Blooming of the robot battery market driven by the spread of physical AI and humanoids
→ Diversification of battery demand due to expanded applications such as EVs, ESS, and robots
1️⃣ LG Energy Solution
→ Recorded Q3 revenue of 9.6 trillion KRW and operating profit of 756 billion KRW
→ Operating profit exceeded market expectations by 2.45 times
→ Improved profitability in core business with an operating profit of 339.1 billion KRW excluding subsidies
→ Benefiting from increased ESS demand and stricter regulations on Chinese batteries Expectations
→ Focus on growth momentum driven by the expansion of the North American-centric ESS market
2️⃣ Samsung SDI
→ Expected to turn operating profit positive this year
→ Increased EV battery orders from European OEMs and North American clients
→ Expected benefits for ESS due to US and European power grid expansion policies
→ Positive outlook on acceleration of North American BESS projects
→ Pursuing sample supply of solid-state batteries for humanoids
→ Targeting mass production of solid-state batteries in the second half of next year
→ Expected 40% improvement in energy density compared to existing prismatic batteries
→ Holds over 1,100 patents related to solid-state batteries
3️⃣ ISU Specialty Chemical
→ Development of core materials for lithium sulfide-based solid-state batteries
→ Expected expansion of material demand due to solid-state battery commercialization
→ Focus on solid-state battery commercialization and supply chain linkages next year
→ Growth options for the solid-state business highlighted alongside the value of the existing core business
→ Possibility of re-evaluation of material competitiveness when the solid-state battery market blossoms
✓ Solid-state Battery
→ Expected improvements in energy density, safety, and charging speed compared to existing lithium-ion batteries
→ Not only EVs Expanding demand for high-performance batteries for robots, drones, and UAM
→ Investment competition among major companies in Korea, the U.S., China, and Japan intensifies
→ Applications expected to focus on high-value markets such as premium EVs and humanoid robots initially
→ Attention on commercialization and the establishment of actual supply chains starting next year
→ Investment opportunities expand across the entire value chain, including materials, cells, and equipment
#SamsungSDI #LGEnergySolution #IsusuSpecialtyChemical
#KOSPI #KOSDAQ #InvestmentPoints #MarketAnalysis #SupplyAndDemandAnalysis #AfterHoursRise #AfterHoursTrading #DisclosureAnalysis #TheWarRoom #AfterHoursTrading #AfterSignal #TheWarRoom #KoreaEconomicTV
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11 Comments
삼성SDI가 앞당긴 전고체 시대배터리 판도 바꿀 수혜주는?ㅣ이동근 (주)지이인베스트먼트 대표·박윤진 | JPK컴퍼니 대표ㅣ 더 워룸
한국경제TV
33,679 views
✅ Participant Information
Host: Anchor Son Ja-hee
Caster: Caster Seo Hyo-won
Expert 1: Lee Dong-geun | CEO, GE Investment Co., Ltd.
Expert 2: Park Yoon-jin | CEO of JPK Company
Production: PD Ko Dae-han, Writer Ra Yun-ju, AD Seo Yu-kyung
──────────────────────────
📌 Sector Deep Dive
✓ Secondary Batteries
→ Expansion of new ESS demand driven by the proliferation of AI data centers
→ Global new ESS installations projected to grow by approximately 41%
→ Increased demand for power storage due to large-scale AI infrastructure investment by US Big Tech
→ Expectations of indirect benefits for domestic battery companies following stricter regulations on Chinese batteries
→ Blooming of the robot battery market driven by the spread of physical AI and humanoids
→ Diversification of battery demand due to expanded applications such as EVs, ESS, and robots
1️⃣ LG Energy Solution
→ Recorded Q3 revenue of 9.6 trillion KRW and operating profit of 756 billion KRW
→ Operating profit exceeded market expectations by 2.45 times
→ Improved profitability in core business with an operating profit of 339.1 billion KRW excluding subsidies
→ Benefiting from increased ESS demand and stricter regulations on Chinese batteries Expectations
→ Focus on growth momentum driven by the expansion of the North American-centric ESS market
2️⃣ Samsung SDI
→ Expected to turn operating profit positive this year
→ Increased EV battery orders from European OEMs and North American clients
→ Expected benefits for ESS due to US and European power grid expansion policies
→ Positive outlook on acceleration of North American BESS projects
→ Pursuing sample supply of solid-state batteries for humanoids
→ Targeting mass production of solid-state batteries in the second half of next year
→ Expected 40% improvement in energy density compared to existing prismatic batteries
→ Holds over 1,100 patents related to solid-state batteries
3️⃣ ISU Specialty Chemical
→ Development of core materials for lithium sulfide-based solid-state batteries
→ Expected expansion of material demand due to solid-state battery commercialization
→ Focus on solid-state battery commercialization and supply chain linkages next year
→ Growth options for the solid-state business highlighted alongside the value of the existing core business
→ Possibility of re-evaluation of material competitiveness when the solid-state battery market blossoms
✓ Solid-state Battery
→ Expected improvements in energy density, safety, and charging speed compared to existing lithium-ion batteries
→ Not only EVs Expanding demand for high-performance batteries for robots, drones, and UAM
→ Investment competition among major companies in Korea, the U.S., China, and Japan intensifies
→ Applications expected to focus on high-value markets such as premium EVs and humanoid robots initially
→ Attention on commercialization and the establishment of actual supply chains starting next year
→ Investment opportunities expand across the entire value chain, including materials, cells, and equipment
#SamsungSDI #LGEnergySolution #IsusuSpecialtyChemical
#KOSPI #KOSDAQ #InvestmentPoints #MarketAnalysis #SupplyAndDemandAnalysis #AfterHoursRise #AfterHoursTrading #DisclosureAnalysis #TheWarRoom #AfterHoursTrading #AfterSignal #TheWarRoom #KoreaEconomicTV
──────────────────────────
🎯 Investment decisions are all about information.
Check out fast and accurate key information now on the official Korea Economic TV Telegram. 🎁 Free Subscription 👉 https://t.me/wowtv_official
──────────────────────────
△ Watch the Korean economy!
△ We deliver fast and accurate economic and stock market news 24 hours a day.
△ Subscribe + Like!
──────────────────────────
◇ Korea Economic TV Official Channels & Business
YouTube Subscribe: https://bit.ly/45pz6GK
YouTube LIVE: Video
Collaboration & Business Inquiries: hkwowtv@wowtv.co.kr
──────────────────────────
◇ Korea Economic TV
Website: http://www.wowtv.co.kr
Kakao Plus Friend: https://pf.kakao.com/_xbcxlxgd
Twitter: Twitter: hkwowtv
Facebook: Facebook: hkwowtv
Program Schedule: https://bit.ly/47q2caY
──────────────────────────
◆ Subscribe to the Korea Economic TV Family Channels!
News: [Hankyung TV News] / Korea Economic TV News
Stocks: [Money Farm Korea Economic TV / @hkmoneyfarm]
Stock App: [Korea Economic TV Crypto] / @nktv_crypto
Education: [Minerva Academy] attps://www.minervaacademy.co.kr/
───────────────────────────
※ If the screen appears blurry or pixelated, please select 1080p quality in the settings.
⚠️ Viewing Precautions
※ This content is for reference only for investment purposes; you are solely responsible for any investment decisions.
#KoreaEconomicTV #WowNet #StockWindow #Partner #Economy #Securities #Wow #WOWTV