2026 1Q 기준평가 2026. 08. 19.근거 공시 새 창에서 열기
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규제 · 자본집약도 · 생산설비 보유
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寃곕줎: ?쒗뭹쨌?명뿀媛 ?ы듃?대━?ㅻ뒗 醫뗭?留? 理쒓렐 留덉쭊 ?섎씫???댁옄瑜??쒗뿕?쒕떎
?섏씠濡쒕땳? HIFU, ?덉씠?, RF, ?뚮씪利덈쭏 ???먮꼫吏瑜??댁슜?섎뒗 誘몄슜?섎즺湲곌린瑜?媛쒕컻쨌?쒖“?쒕떎. ????쒗뭹??DOUBLO 怨꾩뿴???쒖옉?쇰줈 V-RO, V-RO 2.0, PICOHI 300, SLIMUS, GENTLO, PLASONIC ?깆쓣 蹂댁쑀?섍퀬 ?덉쑝硫? ?덉???釉뚮옖??HomeSera???댁쁺?쒕떎. ?섎즺吏꾩씠 ?ъ슜?섎뒗 ?λ퉬? 移댄듃由ъ?쨌?뚮え?? ?뚮퉬?먭? ?ъ슜?섎뒗 ?덉??대? ?④퍡 媛?멸???援ъ“??
1. ?댁쇅 留ㅼ텧怨??몄쬆???깆옣??湲곕컲?대떎
2026??1遺꾧린 留ㅼ텧? ??95.94?듭썝?쇰줈, 援?궡 38.12?듭썝怨??댁쇅 57.82?듭썝?댁뿀?? ?뚯궗???꾩떆?꾩? ?좊읇???꾩껜????77%瑜?李⑥??쒕떎怨??ㅻ챸?섍퀬, 以묐룞? ?몄쬆 痍⑤뱷 ?댄썑 ?뺣? 以묒씠硫??쇰낯? 吏곹뙋 諛⑹떇?쇰줈 ?댁쁺?쒕떎怨?怨듭떆?쒕떎. 誘몄슜?섎즺湲곌린??援??蹂??명뿀媛? ?꾩긽쨌?덉쟾???먮즺媛 ?꾩슂?섎?濡? ?щ윭 援???먯꽌 ?쒗뭹???먮ℓ?섍퀬 ?몄쬆???꾩쟻??寃쏀뿕? ?좉퇋 ?낆껜??吏꾩엯 遺?댁쓣 ?믪씤??
| 援щ텇 | 2026??1遺꾧린 | ?됯? |
|---|---|---|
| 援?궡 留ㅼ텧 | 38.12?듭썝 | 蹂묒쓽?먃룻솃耳??湲곕컲 |
| ?댁쇅 留ㅼ텧 | 57.82?듭썝 | ?꾩떆?꽷룹쑀??以묒떖, 以묐룞 ?뺣? |
| ?⑷퀎 | 95.94?듭썝 | ?꾨뀈 ?숆린 ?鍮???28% 利앷? |
V-RO泥섎읆 HIFU? RF瑜?寃고빀???쒗뭹, 留덉씠?щ줈?덈뱾 RF? 移댄듃由ъ?, Synerjet??誘몄꽭遺꾩궗쨌?꾧린泥쒓났쨌?뚮씪利덈쭏 湲곗닠? ?⑥씪 ?λ퉬???섏〈?섏? ?딄쾶 ?섎뒗 ?붿냼?? ?λ퉬媛 蹂묒썝???ㅼ튂?????쒖닠 ?④낵? ?뚮え??怨듦툒??諛섎났?섎㈃ ?꾪솚鍮꾩슜怨?怨좉컼 ?쎌씤???앷만 ???덈떎. ?ㅻ쭔 ?ㅼ젣 ?뚮え??諛섎났 留ㅼ텧怨??λ퉬 ?ㅼ튂 ??섎뒗 蹂꾨룄濡??뺤씤?댁빞 ?쒕떎.
2. ?명뿀媛쨌?쒗뭹媛쒕컻? IP蹂대떎 ?ㅽ뻾???댁옄??媛源앸떎
?뚯궗??2024~2025?꾩뿉 珥?45嫄댁쓽 ?좉퇋 ?몄쬆쨌蹂寃쏀뿀媛 ?ㅼ쟻???쒖떆?섍퀬, FDA쨌CE쨌ANVISA ???댁쇅 洹쒖젣 泥닿퀎????묓빐 ?붾떎. 2026??1遺꾧린 ?곌뎄媛쒕컻鍮꾨뒗 ??6.83?듭썝?대ʼn, HIFU쨌AI 湲곕컲 ?됯컖쨌RF/留덉씠?щ줈?덈뱾쨌?덉씠? 愿??媛쒕컻???댁뼱媛怨??덈떎. ?ㅼ넚 ??쨌3怨듭옣? 湲곗〈 ??怨듭옣蹂대떎 ??1.5諛?洹쒕え濡??ㅻ쭏?명뙥?좊━?붾? 異붿쭊?쒕떎怨??ㅻ챸?쒕떎.
?대윴 ??웾? ?섎즺湲곌린???덉쭏쨌洹쒖젣쨌?앹궛???숈떆??愿由ы빐???쒕떎???먯뿉???섎?媛 ?덈떎. 諛섎㈃ 寃쎌웳?ш? ?좎궗???먮꼫吏?먯쓣 ?댁슜???쒗뭹??異쒖떆?????덇퀬, ?뱁뿀 ?섎굹留뚯쑝濡??쒖옣???낆젏?섎뒗 援ъ“???꾨땲?? ?섏궗? ?좏넻?ъ쓽 ?좏샇, ?꾩긽 寃곌낵, 援먯쑁쨌?쒕퉬?? 援??蹂??쒕윭留앹씠 ?ㅼ젣 ?먮ℓ瑜?醫뚯슦?쒕떎. 釉뚮옖?쒖? ?몄쬆? 吏꾩엯?λ꼍?댁?留? 媛寃⑷껐?뺣젰???먮룞?쇰줈 蹂댁옣?섏? ?딅뒗??
3. 留ㅼ텧? ?깆옣?덉?留??댁씡 ?꾪솚?⑥씠 ??븘議뚮떎
2025??留ㅼ텧? 320.86?듭썝, ?곸뾽?댁씡? 41.02?듭썝?댁뿀?? 2025??1遺꾧린? 2026??1遺꾧린瑜?諛섏쁺??TTM 留ㅼ텧? ??341.87?듭썝, ?곸뾽?댁씡? ??33.21?듭썝, ?곸뾽?댁씡瑜좎? ??9.71%??
| 援щ텇 | 2025??1遺꾧린 | 2026??1遺꾧린 | 蹂?? |
|---|---|---|---|
| 留ㅼ텧 | 74.93?듭썝 | 95.94?듭썝 | +28.0% |
| ?곸뾽?댁씡 | 22.35?듭썝 | 14.54?듭썝 | -34.9% |
| ?곸뾽?댁씡瑜? | 29.83% | 15.16% | -14.67%p |
留ㅼ텧 ?깆옣留?蹂대㈃ ?댁쇅 ?뺤옣????吏꾪뻾?섎뒗 寃껋쿂??蹂댁씠吏留? ?곸뾽?댁씡? ?ㅽ엳??媛먯냼?덈떎. ?좉퇋 ?몄쬆쨌留덉??끒룻뙋留ㅼ“吏겶룹젣??誘뱀뒪, ?댁쇅 ?좏넻 ?섏닔猷뚯? ?쇳쉶??鍮꾩슜???곹뼢??以ъ쓣 媛?μ꽦???덈떎. ?뚯궗媛 ?쒖떆?섎뒗 ?깆옣瑜좉낵 DB???щТ 湲곗??먮뒗 ?뚰룺 李⑥씠媛 ?덉쓣 ???덉쑝?? 留ㅼ텧 利앷?? 留덉쭊 ?섎씫?대씪??諛⑺뼢? ?숈씪?섎떎. ?ㅼ쓬 遺꾧린?먮뒗 ?좉퇋 ?쒗뭹怨??댁쇅 留ㅼ텧???믪? 留덉쭊?쇰줈 ?꾪솚?섎뒗吏瑜?遊먯빞 ?쒕떎.
?먯닔 洹쇨굅
| ??ぉ | ?먯닔 | ?먮떒 |
|---|---|---|
| 吏꾩엯?λ꼍 | 63 | ?섎즺湲곌린 ?명뿀媛쨌?덉쭏쨌?앹궛쨌?좏넻留?援ъ텞???꾩슂 |
| ?꾪솚鍮꾩슜 | 52 | ?ㅼ튂쨌援먯쑁쨌?쒖닠 ?꾨줈?좎퐳쨌?뚮え?덉씠 援먯껜 遺?댁쓣 留뚮뱾 ???덉쓬 |
| 釉뚮옖??IP | 63 | DOUBLO쨌V-RO? ?ㅼ닔 ?몄쬆쨌?쒗뭹媛쒕컻 寃쏀뿕 |
| ?ㅽ듃?뚰겕?④낵 | 10 | ?ъ슜 蹂묒썝쨌?섎즺吏??덊띁?곗뒪媛 ?먮ℓ瑜??뺤?留?吏곸젒 ?ㅽ듃?뚰겕???쏀븿 |
| 媛寃⑷껐?뺣젰 | 48 | 李⑤퀎???λ퉬??諛⑹뼱?μ씠 ?덉쑝??寃쎌웳 ?쒗뭹怨??쒕윭 ?묒긽 議댁옱 |
| 留덉쭊異붿꽭 | 43 | 留ㅼ텧 ?깆옣?먮룄 理쒓렐 遺꾧린 ?곸뾽?댁씡怨?留덉쭊???ш쾶 ?섎씫 |
理쒖쥌 57?먯? ?댁쇅 ?먮ℓ 湲곕컲怨??명뿀媛쨌?쒗뭹媛쒕컻 ??웾???몄젙?섎㈃?쒕룄, ?깆옣??鍮꾩슜怨?留덉쭊 ?뚮났 ?щ?瑜?蹂댁닔?곸쑝濡?諛섏쁺???먯닔??
비판적으로 봐야 할 것
?듭떖 由ъ뒪?? ?댁쇅 ?깆옣瑜좊낫??留덉쭊怨?諛섎났 ?뚮え??留ㅼ텧???뺤씤?댁빞 ?쒕떎
- 1.留덉쭊 ?섎씫: 2026??1遺꾧린 留ㅼ텧? 利앷??덉?留??곸뾽?댁씡瑜좎? ?꾨뀈 ?숆린蹂대떎 14.7%p ??븘議뚮떎. ?깆옣 鍮꾩슜?대굹 ?쒗뭹쨌吏??誘뱀뒪媛 援ъ“?곸쑝濡?遺덈━?댁죱?????덈떎.
- 2.洹쒖젣쨌?명뿀媛: 援??蹂??덇? 吏?? 媛깆떊, ?꾩긽쨌?덉쟾???붽뎄 蹂?붽? 異쒖떆 ?쒖젏怨??먮ℓ鍮꾩슜???곹뼢??以??
- 3.?쒕윭 ?섏〈怨??댁쇅 ?ㅽ뻾: ?댁쇅 留ㅼ텧 鍮꾩쨷???믪븘 ?꾩? ?좏넻?ъ? 援먯쑁쨌?쒕퉬???덉쭏, ?섏쑉, 援??蹂?留덉???鍮꾩슜??以묒슂?섎떎.
- 4.*?λ퉬 ?먮ℓ???쇳쉶??: ?λ퉬 留ㅼ텧???ㅼ튂 ?쒖젏??吏묒쨷?섍퀬 ?뚮え?댟룹뭅?몃━吏 諛섎났 留ㅼ텧??異⑸텇?섏? ?딆쑝硫?遺꾧린 蹂?숈꽦??而ㅼ쭊??
- 5.?덉???寃쎌웳: HomeSera ??B2C ?쒗뭹? 蹂묒쓽???λ퉬? ?ㅻⅨ 媛寃㈑룰킅怨졖룹옱援щℓ 寃쎌웳???몄텧?쒕떎. ?뚮퉬??釉뚮옖?쒓? ?섎즺吏??덊띁?곗뒪? 媛숈? 諛⑹뼱?μ쓣 媛뽯뒗吏??蹂꾨룄 寃利앹씠 ?꾩슂?섎떎.
?ㅼ쓬 ?됯??먯꽌???쒗뭹蹂?留ㅼ텧쨌留덉쭊, ?λ퉬 ?ㅼ튂 ??섏? ?뚮え???ш뎄留ㅼ쑉, ?곸쐞 援??쨌?쒕윭 吏묒쨷?? ?몄쬆鍮꾩슜怨??먮ℓ愿由щ퉬??蹂?붾? ?뺤씤?댁빞 ?쒕떎.
총평
珥앺룊: 57????湲濡쒕쾶 ?섎즺湲곌린 ?뚮옯?쇱쑝濡??깆옣???ъ????덉쑝?? 理쒓렐 ?섏씡?깆? 寃쎄퀬 ?좏샇??
?섏씠濡쒕땳? HIFU쨌RF쨌?덉씠?쨌?뚮씪利덈쭏瑜??꾩슦瑜대뒗 ?쒗뭹援곌낵 ?щ윭 援?????명뿀媛 寃쏀뿕??媛뽮퀬 ?덈떎. ?댁쇅 留ㅼ텧??援?궡蹂대떎 ?ш퀬 ?꾩떆?꽷룹쑀?쎌쓣 湲곕컲?쇰줈 以묐룞怨??쇰낯?쇰줈 ?뺤옣?섎뒗 援ъ“???쒖옣 ?ш린 痢〓㈃?먯꽌 湲띿젙?곸씠?? 蹂묒쓽???λ퉬? 移댄듃由ъ?, ?덉????쒗뭹???④퍡 蹂댁쑀?섎㈃ 怨좉컼 ?묒젏???볧엳怨?諛섎났 留ㅼ텧??留뚮뱾 ???덈떎.
洹몃윭??2026??1遺꾧린 留ㅼ텧 ?깆옣?먮룄 ?곸뾽?댁씡? 媛먯냼?덇퀬 留덉쭊? ?덈컲 媛源뚯씠 ??븘議뚮떎. ?명뿀媛? ?먮ℓ留??뺤옣???κ린 ?댁옄濡??댁뼱吏?ㅻ㈃, 鍮꾩슜???듭젣?섎㈃???λ퉬 ?ㅼ튂 ???뚮え?덇낵 ?ш뎄留ㅺ? ?꾩쟻?섏뼱???쒕떎. ?꾩옱???깆옣?깅낫???깆옣??吏덉쓣 ?뺤씤?댁빞 ?섎뒗 援ш컙?쇰줈 ?먮떒?덈떎.
?먯닔媛 ?щ씪媛?議곌굔
- ?댁쇅 留ㅼ텧 利앷?媛 ?믪? 留덉쭊???λ퉬쨌?뚮え??諛섎났 留ㅼ텧濡??댁뼱吏?寃?- 理쒓렐 ?섎씫???곸뾽?댁씡瑜좎씠 ?뚮났?섍퀬 ?먭?鍮?利앷?媛 ?덉젙??寃?- 二쇱슂 援???먯꽌 吏곹뙋쨌?쒕윭留앷낵 怨좉컼 ?ш뎄留ㅺ? ?④퍡 ?뺤씤??寃?- V-RO 2.0, PICOHI, HomeSera ???좎젣?덉씠 湲곗〈 ?쒗뭹???좎떇?섏? ?딄퀬 ?쒖옣???볧옄 寃?
?먯닔媛 ?대젮媛?議곌굔
- 留ㅼ텧 ?깆옣?먮룄 ?몄쬆쨌留덉??끒룸뵜??鍮꾩슜?쇰줈 留덉쭊 ?섎씫??諛섎났??寃?- ?뱀젙 援?????좏넻???섏〈??而ㅼ쭏 寃?- ?λ퉬 ?먮ℓ ???뚮え???ъ슜怨??ш뎄留ㅺ? 湲곕???紐?誘몄튌 寃?- 洹쒖젣 蹂寃쎌씠??寃쎌웳?ъ쓽 ?媛 ?λ퉬濡??먮ℓ?④?媛 ??븘吏?寃?
?꾩옱 ?됯????쒗뭹쨌洹쒖젣 ?ㅽ뻾?μ쓣 ?몄젙??57?먯쓣 遺?ы븯?? ?섏씡???뚮났 ?꾧퉴吏???꾨━誘몄뾼???쒗븳??寃껋씠??