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: 留덉씠?щ줈諛붿씠?는룹뿊?뚯? ?곗씠?곗? ?곌뎄議곗쭅? 媛뺥븯吏留? ?붿옣???몃젋?쒖? 怨좉컼 梨꾪깮???ㅼ쟻?쇰줈 利앸챸?댁빞 ?쒕떎
吏?먰봽?⑥깮紐낃낵?숈? ?ㅽ궓 留덉씠?щ줈諛붿씠?는룹떇臾쇱꽭??룹뿊?뚯? ???붿옣???뚯옱? ?ㅽ궓遺?ㅽ꽣瑜?怨듦툒?섍퀬, ?붿옣???몄껜?곸슜?쒗뿕 ?쒕퉬?ㅻ? ?댁쁺?쒕떎. 2,000??媛??먯껜 洹좎＜ ?쇱씠釉뚮윭由? 80醫??댁긽???뱁뿀湲고긽 誘몄깮臾? ?묒냼醫 遺꾨━쨌?뺤젣 諛??섏씠釉뚮━???묒냼醫 怨듭젙? ?쇰컲 ?먮즺 ?좏넻?ъ? 援щ텇?섎뒗 湲곗닠 ?먯궛?대떎. ?꾩긽?ъ뾽遺??湲곕뒫?굿룻슚?Β룹븞?꾩꽦 ?쒗뿕怨?FDA ?쒗뿕踰??깆쓣 ?쒓났???뚯옱 怨좉컼???쒗뭹??怨쇱젙???곌껐?쒕떎.
1. ?곗씠?걔룹뿰援?룰?利앹씠 寃고빀???꾨Ц ?댁옄
2026??1遺꾧린 留ㅼ텧? ?뚯옱?ъ뾽遺 39.4?듭썝, ?꾩긽?ъ뾽遺 11.0?듭썝?쇰줈 珥?50.40?듭썝?대떎. ?뚯옱 ?덉뿉?쒕뒗 ?앸Ъ?명룷 10.11?듭썝, 諛붿씠?ㅽ룷裕щ젅?댄똿(?섏씠釉뚮━???묒냼醫) 8.67?듭썝, ?ㅽ궓遺?ㅽ꽣 7.17?듭썝, ?ㅽ궓 留덉씠?щ줈諛붿씠??5.24?듭썝??諛쒖깮?덈떎. 留ㅼ텧? ?뱀젙 ?⑥씪 ?쒗뭹蹂대떎 ?щ윭 ?뚯옱 ?뚮옯?쇨낵 ?꾩긽 ?쒕퉬?ㅻ줈 遺꾩궛?섏뼱 ?덈떎.
GBC?곌뎄??11紐? HMC?곌뎄??12紐? 媛쒕컻쨌RNA ?곌뎄?몃젰怨??꾩긽?곌뎄議곗쭅???⑹퀜 珥?48紐낆쓽 ?곌뎄?몃젰??蹂댁쑀?쒕떎. 2026??1遺꾧린 ?곌뎄媛쒕컻鍮꾨뒗 6.88?듭썝?쇰줈 留ㅼ텧??13.66%?? ?뱁뿀沅?121嫄닿낵 ?깅줉?곹몴 117嫄댁쓣 蹂댁쑀?쒕떎怨?怨듭떆?섎ʼn, ?앸Ъ ?묒냼醫 miRNA쨌?섏씠釉뚮━???묒냼醫쨌鍮꾧굔 PDRN ?깆쑝濡??곌뎄 踰붿쐞瑜??뺤옣?섍퀬 ?덈떎. ?ㅻ쭔 ?뱁뿀 ?섍? 怨??곸뾽???낆젏?μ쓣 ?섎??섏????딆쑝誘濡??ㅼ젣 怨좉컼 ?쒗뭹 梨꾪깮怨?諛섎났 諛쒖＜瑜?以묒떖?쇰줈 ?됯??덈떎.
2. 怨듬룞媛쒕컻? ?꾪솚鍮꾩슜??留뚮뱾吏留?B2B 怨좉컼 ?섏〈?꾨뒗 ?⑤뒗??
???ODM/OEM쨌釉뚮옖?쒖궗? 媛쒕컻 ?④퀎遺??怨듬룞?곌뎄쨌怨듬룞?뱁뿀瑜?吏꾪뻾?섍퀬, ?뚯옱瑜??좉퇋 ?붿옣?덉뿉 ?묒옱?섎뒗 ?먮ℓ 援ъ“?? ?뚯궗??湲濡쒕쾶 ?붿옣??湲곗뾽怨쇱쓽 ?낆젏 怨듦툒 ?묒쓽, 援?궡 ?湲곗뾽??2026??4??怨듦툒 ?덉젙, 紐낇뭹 湲곗뾽怨쇱쓽 怨듬룞?곌뎄瑜??ㅻ챸?쒕떎. ?대뒗 ?뚯옱媛 ?쒗뭹 泥섎갑怨??꾩긽쨌?쒖떆?먮즺???ㅼ뼱媛硫?援먯껜 鍮꾩슜???앷릿?ㅻ뒗 洹쇨굅吏留? ?섏삁?빧룻삊?샕룸끉?섃숇뒗 ?뺤젙 留ㅼ텧?대굹 ?낆젏怨꾩빟?쇰줈 怨꾩궛?섏? ?딆븯??
2026??3??濡좎묶??fmk ?먯껜 釉뚮옖?쒖? 以묐룞 GFCCELL EXO???먮즺 B2B?먯꽌 ?뚮퉬??釉뚮옖?쒕줈 ?뺤옣?섎뒗 ?좏깮吏?? 洹몃윭???좉퇋 釉뚮옖?쒕뒗 留덉??낅퉬? ?좏넻留?援ъ텞???꾩슂?섍퀬, ?묒냼醫쨌?ㅽ궓遺?ㅽ꽣???⑤뒫 二쇱옣怨?洹쒖젣쨌?덉쟾??寃利앹씠 以묒슂?섎떎. ?꾩옱 留ㅼ텧??97.32%媛 吏곸젒 ?먮ℓ濡?怨듭떆?섎뒗 留뚰겮 ?좏넻 ?듭젣?μ? ?덉쑝?? ???怨좉컼怨쇱쓽 ?ㅼ젣 吏묒쨷?꾨뒗 蹂꾨룄 怨듭떆 ?뺤씤???꾩슂?섎떎.
3. ?섏씡?깆? 媛쒖꽑?먯?留?鍮꾧탳 湲곗???蹂댁닔?곸쑝濡??≪븯??
2026??1遺꾧린 留ㅼ텧 50.40?듭썝, ?곸뾽?댁씡 4.64?듭썝, ?곸뾽?댁씡瑜?9.21%?? 2025???곌컙 留ㅼ텧? 177.15?듭썝, ?곸뾽?댁씡? 3.86?듭썝, ?곸뾽?댁씡瑜좎? 2.18%?ъ꽌, ?꾩옱 遺꾧린 ?섏씡?깆? 媛쒖꽑??紐⑥뒿?대떎. ?ㅻ쭔 DB??鍮꾧탳 媛?ν븳 2025??1遺꾧린 ?щТ?됱씠 ?놁뼱 TTM???꾩쓽濡?怨꾩궛?섏? ?딆븯?? ?깆옣瑜좊낫???뚯옱蹂?諛섎났 二쇰Ц, 怨좉컼蹂?留ㅼ텧 吏묒쨷, fmk???좊즺 ?ш뎄留ㅼ? 湲濡쒕쾶 ?덇? 吏꾪뻾???ㅼ쓬 ?뺤씤?ы빆?쇰줈 ?붾떎.
?먯닔媛 ?щ씪媛?議곌굔
湲濡쒕쾶 怨좉컼???뺤젙 ?κ린쨌?낆젏 怨듦툒怨꾩빟, 怨듬룞?뱁뿀???ㅼ젣 ?쒗뭹 留ㅼ텧, ?뚯옱蹂??ш뎄留ㅼ쑉怨?怨좉컼 ?좎?湲곌컙, ?꾩긽?쒗뿕??諛섎났 ?섏＜, fmk???좏넻쨌?ш뎄留?吏?쒓? ?뺤씤?섎㈃ ?먯닔瑜??곹뼢?????덈떎.
비판적으로 봐야 할 것
- 1.*?붿옣???몃젋??: ?좏샇 ?뚯옱? 釉뚮옖???몃젋?쒓? 鍮좊Ⅴ寃?諛붾뚯뼱 媛쒕컻鍮꾧? 留ㅼ텧濡??곌껐?섏? ?딆쓣 ???덈떎.
- 2.怨좉컼 梨꾪깮 ?꾪뿕: 湲濡쒕쾶 湲곗뾽 怨듦툒? ?쇰?媛 ?덉젙쨌?묒쓽 ?④퀎?? 怨듬룞?곌뎄???뱁뿀留뚯쑝濡??κ린 留ㅼ텧???뺤젙?????녿떎.
- 3.洹쒖젣쨌?⑤뒫 ?꾪뿕: ?묒냼醫쨌?ㅽ궓遺?ㅽ꽣쨌湲곕뒫???붿옣?덉? ?⑤뒫, ?덉쟾?? ?쒖떆愿묎퀬 洹쒖젙怨?援??蹂??덇????곹뼢??諛쏅뒗??
- 4.?좉퇋 釉뚮옖???꾪뿕: 2026??3???쒖옉??fmk???꾩쭅 ?뚮퉬???몄??꽷룸컲蹂듦뎄留ㅒ룸쭏耳???⑥쑉??寃利앸릺吏 ?딆븯??
총평
留덉씠?щ줈諛붿씠?는룹뿊?뚯? ?쇱씠釉뚮윭由? 48紐낆쓽 ?곌뎄議곗쭅, ?꾩긽?쒗뿕 ??웾??寃고빀???꾨Ц ?댁옄???대쾲 諛곗튂?먯꽌 媛??媛뺥븳 ?몄씠?? ?ㅻ쭔 怨좉컼 怨듦툒???쇰?媛 ?덉젙쨌?묒쓽 ?④퀎?닿퀬 ?붿옣???몃젋?쒖? 洹쒖젣 蹂?섍? 而? 湲곗닠 ?꾨━誘몄뾼???꾨? 諛섏쁺?섏? ?딆븯??