2026 1Q 기준평가 2026. 08. 19.근거 공시 새 창에서 열기
해자 세부 항목
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규제 · 자본집약도 · 생산설비 보유
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寃곕줎: ?쎄뎅 ?ㅽ듃?뚰겕? ?꾨Ц?곷떞 釉뚮옖?쒕뒗 媛뺤젏?댁?留? 嫄닿컯湲곕뒫?앺뭹 吏묒쨷?꾧? ?믩떎
?濡쒕㎘?ㅼ궗?댁뼵?ㅻ뒗 嫄닿컯湲곕뒫?앺뭹??以묒떖?쇰줈 ?쇰컲?섏빟?덇낵 ?붿옣?덉쓣 媛쒕컻쨌?꾪긽?앹궛???쎄뎅怨??⑤씪??梨꾨꼸???좏넻?쒕떎. ?쒗뭹???⑤뒫쨌?덉쟾??洹쇨굅瑜?寃?좏븯怨?湲濡쒕쾶 ?먮즺?ъ? ?묐젰???щ??щ? 援ъ꽦?섎ʼn, ?쎌궗???곷떞???듯빐 怨좉컼?먭쾶 留욎땄???쒗뭹???쒖븞?섎뒗 諛⑹떇???듭떖?대떎.
1. 6,881媛??뚯썝 ?쎄뎅???좏넻 ?댁옄??
2025??留??뚯썝 ?쎄뎅 ?섎뒗 6,881媛쒕줈 2024??留?5,617媛쒖뿉???섏뿀怨? ?뚯궗???꾩껜 ?쎄뎅??26.89%???대떦?쒕떎怨??ㅻ챸?쒕떎. 2026??1遺꾧린 留ㅼ텧??90% ?댁긽???ㅽ봽?쇱씤 ?쎄뎅?먯꽌 諛쒖깮?덉쑝硫? ?쎌궗 援먯쑁쨌?щ? 怨듭쑀? ?꾩슜 ?곸뾽議곗쭅???듯빐 ?쎄뎅???쒗뭹 ?댄빐?꾩? ?ш뎄留ㅻ? ?믪씠???꾨왂???ъ슜?쒕떎.
| 2026??1遺꾧린 ?쒗뭹援? | 留ㅼ텧 | 鍮꾩쨷 |
|---|---|---|
| 嫄닿컯湲곕뒫?앺뭹 | 39.08?듭썝 | 83.0% |
| ?쇰컲?섏빟?? | 3.16?듭썝 | 6.7% |
| ?붿옣?? | 3.43?듭썝 | 7.3% |
| 湲고? | 1.40?듭썝 | 3.0% |
| ?⑷퀎 | 47.06?듭썝 | 100.0% |
?쎄뎅? ?⑥닚 ?⑤씪??寃?됰낫???쎌궗???곷떞怨??좊ː媛 援щℓ???곹뼢??二쇰뒗 梨꾨꼸?대떎. ?뚯썝 ?쎄뎅???섎㈃ ?좉퇋 ?쒗뭹??吏꾩뿴쨌異붿쿇 湲고쉶媛 而ㅼ?怨? ?쎌궗 援먯쑁怨??쒗뭹 寃쏀뿕???볦씪?섎줉 ?ㅻⅨ 釉뚮옖?쒕줈??援먯껜 遺?댁씠 ?앷만 ???덈떎. ?ㅻ쭔 ?쎄뎅??理쒖쥌 ?좏깮沅뚭낵 怨좉컼??媛寃?鍮꾧탳???⑥븘 ?덉쑝硫? ?ㅽ듃?뚰겕媛 怨??낆젏 ?좏넻沅뚯? ?꾨땲??
2. ?먮즺쨌?쒗뭹媛쒕컻쨌釉뚮옖?쒓? 李⑤퀎?붿쓽 異뺤씠??
?뚯궗??留ㅻ뀈 ?됯퇏 30媛??쒗뭹??媛쒕컻쨌由щ돱?쇳븯怨? 177?ш컻 嫄닿컯?앺뭹怨?26醫??쇰컲?섏빟?? ??44醫??붿옣?덉쓣 蹂댁쑀?쒕떎. 援?궡 ?뱁뿀 ?깅줉 3嫄는룹텧??2嫄닿낵 援?궡???곹몴 84嫄댁쓣 蹂댁쑀?섍퀬, 6紐낆쓽 ?곌뎄媛쒕컻 ?몃젰怨?Global M.I????듯빐 ?먮즺??臾명뿄쨌?숇Ъ?ㅽ뿕쨌?꾩긽 ?곌뎄 ?먮즺瑜?寃?좏븳?? 2026??1遺꾧린 ?곌뎄媛쒕컻鍮꾨뒗 2.62?듭썝?쇰줈 留ㅼ텧??5.56%??
洹몃윭???쒖“???꾨Ц ?쒖“?ъ뿉 ?꾪긽?쒕떎. ?대뒗 ?ㅻ퉬?ъ옄? 怨좎젙鍮꾨? ??텛???μ젏???덉?留? ?앹궛?λ젰쨌?덉쭏쨌?⑷린? ?듭떖 ?먮즺??怨듦툒???몃? ?뚰듃?덉뿉 ?섏〈?섎뒗 援ъ“?? 嫄닿컯湲곕뒫?앺뭹? ?먮즺 ?⑤뒫怨??덉쟾?? 愿묎퀬 ?쒗쁽 洹쒖젣, 釉뚮옖???좊ː媛 以묒슂?섎ʼn 寃쎌웳?ш? ?좎궗??湲곕뒫???쒗뭹??鍮좊Ⅴ寃?異쒖떆?????덈떎.
3. 理쒓렐 留ㅼ텧怨?留덉쭊???숈떆???뷀솕?먮떎
2025???곌껐 留ㅼ텧? 221.84?듭썝, ?곸뾽?댁씡? 28.35?듭썝?댁뿀?? 2025??1遺꾧린? 2026??1遺꾧린瑜?諛섏쁺??TTM 留ㅼ텧? ??209.76?듭썝, ?곸뾽?댁씡? ??23.30?듭썝, ?곸뾽?댁씡瑜좎? ??11.11%??
| 援щ텇 | 2025??1遺꾧린 | 2026??1遺꾧린 | 蹂?? |
|---|---|---|---|
| 留ㅼ텧 | 59.14?듭썝 | 47.06?듭썝 | -20.4% |
| ?곸뾽?댁씡 | 8.53?듭썝 | 3.48?듭썝 | -59.2% |
| ?곸뾽?댁씡瑜? | 14.43% | 7.40% | -7.03%p |
留ㅼ텧??83%媛 嫄닿컯湲곕뒫?앺뭹??吏묒쨷?섍퀬, 理쒓렐 遺꾧린?먮뒗 留ㅼ텧 媛먯냼蹂대떎 ?곸뾽?댁씡 媛먯냼??씠 而몃떎. ?좎젣?댟룹빟援??곸뾽議곗쭅쨌留덉???鍮꾩슜, ?쒗뭹 誘뱀뒪, ?몄＜ ?쒖“?먭?媛 ?곹뼢??以ъ쓣 ???덈떎. ?뚯썝 ?쎄뎅 利앷?媛 ?ㅼ젣 二쇰Ц 鍮덈룄쨌?쎄뎅??留ㅼ텧쨌?ш뎄留ㅼ쑉濡??댁뼱吏?붿??, ?쎄뎅 ?ㅽ듃?뚰겕 ?뺣? 鍮꾩슜??留덉쭊???뚮났?쒗궎?붿?媛 ?듭떖?대떎.
?먯닔 洹쇨굅
| ??ぉ | ?먯닔 | ?먮떒 |
|---|---|---|
| 吏꾩엯?λ꼍 | 58 | ?쎄뎅 ?ㅽ듃?뚰겕쨌?쎌궗 援먯쑁쨌?먮즺 寃?졖룹젣?덇컻諛쒖씠 ?꾩슂 |
| ?꾪솚鍮꾩슜 | 54 | ?쎌궗???쒗뭹 寃쏀뿕怨?怨좉컼 ?곷떞쨌?ш뎄留ㅺ? 援먯껜 遺?댁쓣 留뚮벀 |
| 釉뚮옖??IP | 59 | ?뱁뿀쨌?곹몴쨌怨좏뭹吏??먮즺쨌?ㅽ뭹紐??ы듃?대━?? |
| ?ㅽ듃?뚰겕?④낵 | 30 | ?뚯썝 ?쎄뎅怨??щ?쨌援먯쑁???섎㈃ ?좏넻怨?異붿쿇 ?⑥쑉??媛쒖꽑?????덉쓬 |
| 媛寃⑷껐?뺣젰 | 47 | ?꾨Ц?곷떞쨌?꾨━誘몄뾼 ?먮즺媛 諛⑹뼱?μ쓣 二쇰굹 ?泥??쒗뭹??留롮쓬 |
| 留덉쭊異붿꽭 | 47 | TTM ?묒옄?대굹 理쒓렐 留ㅼ텧쨌?곸뾽?댁씡瑜??섎씫 |
理쒖쥌 58?먯? ?쎄뎅 ?ㅽ듃?뚰겕? ?쒗뭹 ?좊ː瑜??믨쾶 蹂대릺, 嫄닿컯湲곕뒫?앺뭹 吏묒쨷쨌?꾪긽?앹궛쨌理쒓렐 留덉쭊 ?섎씫??諛섏쁺???먯닔??
비판적으로 봐야 할 것
?듭떖 由ъ뒪?? ?뚯썝 ?쎄뎅 ?섍? ?섏뼱???쎄뎅??留ㅼ텧怨??쒗뭹 ?뚯쟾???곕씪????쒕떎
- 1.嫄닿컯湲곕뒫?앺뭹 吏묒쨷: 2026??1遺꾧린 留ㅼ텧??83%媛 嫄닿컯湲곕뒫?앺뭹?대떎. ?뱀젙 湲곕뒫?굿룹썝猷뙿룹냼鍮??몃젋??蹂?붿뿉 ?ㅼ쟻??誘쇨컧?섎떎.
- 2.理쒓렐 ?섏씡???섎씫: 留ㅼ텧? ?꾨뀈 ?숆린蹂대떎 20.4% 媛먯냼?덇퀬 ?곸뾽?댁씡瑜좊룄 14.4%?먯꽌 7.4%濡???븘議뚮떎. ?좉퇋 ?곸뾽쨌?쒗뭹 鍮꾩슜怨??몄＜?먭?瑜??뺤씤?댁빞 ?쒕떎.
- 3.?꾪긽?앹궛 ?섏〈: ?쒖“瑜??꾨Ц ?낆껜??留↔린誘濡??덉쭏쨌?⑷린쨌理쒖냼二쇰Ц?됀룹썝猷?怨듦툒 蹂?섍? 議댁옱?쒕떎.
- 4.*洹쒖젣쨌?쒗쁽 由ъ뒪??: 嫄닿컯湲곕뒫?앺뭹??湲곕뒫???쒖떆? 愿묎퀬, ?쇰컲?섏빟?댟룻솕?ν뭹 洹쒖젣 蹂?붽? ?먮ℓ? 留덉??낆뿉 ?곹뼢??以??
- 5.?댁쇅 ?뺤옣 遺덊솗?ㅼ꽦: ?띿쉘쨌踰좏듃?㉱룸?留뙿룹떛媛?щⅤ 吏꾩텧? 湲고쉶吏留??꾩? ?덇?쨌?좏넻쨌釉뚮옖???몄??꾩? ?섏쑉 鍮꾩슜???꾩슂?섎떎.
?ㅼ쓬 ?됯??먯꽌???쎄뎅??留ㅼ텧쨌?ш뎄留ㅼ쑉, ?곸쐞 ?쒗뭹怨??먮즺 吏묒쨷?? ?몄＜ ?쒖“?щ퀎 ?섏〈?? ?쒗뭹蹂?留덉쭊, ?댁쇅 留ㅼ텧??諛섎났?깆쓣 ?뺤씤?댁빞 ?쒕떎.
총평
珥앺룊: 58?????쎄뎅 ?ㅽ듃?뚰겕? ?꾨Ц?곷떞? 醫뗭? ?댁옄吏留? ?깆옣??吏덉씠 ?뷀솕?먮떎
?濡쒕㎘?ㅼ궗?댁뼵?ㅻ뒗 ?쎄뎅???듯빐 ?쎌궗???곷떞怨??쒗뭹 ?좊ː瑜??볥뒗 ?낇듅???좏넻 援ъ“瑜?媛뽯뒗?? 6,881媛??뚯썝 ?쎄뎅, 留ㅻ뀈 30媛??덊뙉???쒗뭹 媛쒕컻쨌由щ돱?? 湲濡쒕쾶 ?먮즺?ъ????묐젰, ?뱁뿀쨌?곹몴 ?먯궛? ?⑥닚 ?⑤씪??嫄닿컯?앺뭹 ?먮ℓ?ъ? 李⑤퀎?붾맂?? ?쎄뎅 ?섍? ?섍퀬 ?쒗뭹援곗씠 ?뺤옣?섎㈃ ?좏넻 ?⑥쑉怨??ш뎄留ㅺ? 媛쒖꽑?????덈떎.
洹몃윭??2026??1遺꾧린 留ㅼ텧怨??곸뾽?댁씡瑜좎씠 紐⑤몢 ?섎씫?덇퀬 留ㅼ텧??83%媛 嫄닿컯湲곕뒫?앺뭹??吏묒쨷?섏뼱 ?덈떎. ?뚯썝 ?쎄뎅 ?섍? 留ㅼ텧濡??댁뼱吏???뺣룄, ?쎄뎅???뚯쟾?④낵 ?좉퇋 ?쒗뭹??留덉쭊???뺤씤?섏뼱???ㅽ듃?뚰겕??寃쎌젣??媛移섍? ?낆쬆?쒕떎. ?꾩옱???좏넻 ?댁옄瑜??몄젙?섎릺 理쒓렐 ?섏씡???뷀솕瑜?諛섏쁺?덈떎.
?먯닔媛 ?щ씪媛?議곌굔
- ?뚯썝 ?쎄뎅 利앷?媛 ?쎄뎅??留ㅼ텧쨌二쇰Ц 鍮덈룄쨌?ш뎄留ㅼ쑉濡??댁뼱吏?寃?- 嫄닿컯湲곕뒫?앺뭹 ??OTC쨌?붿옣?덇낵 ?댁쇅 留ㅼ텧???덉젙?곸쑝濡?而ㅼ쭏 寃?- ?쒗뭹쨌?먮즺 李⑤퀎?붽? 媛寃??꾨━誘몄뾼怨?留덉쭊 ?뚮났?쇰줈 ?곌껐??寃?- ?꾪긽?앹궛怨??ш퀬瑜??듭젣?섎㈃???좎젣???뚯쟾?⑥씠 媛쒖꽑??寃?
?먯닔媛 ?대젮媛?議곌굔
- ?쎄뎅 ?ㅽ듃?뚰겕???섏?留??쎄뎅??留ㅼ텧??媛먯냼??寃?- 湲곕뒫???쒖떆 洹쒖젣??寃쎌웳 ?쒗뭹 利앷?濡?愿묎퀬쨌?먮ℓ?④?媛 ??븘吏?寃?- ?몄＜ ?쒖“?먭?? ?좎젣??鍮꾩슜?쇰줈 留덉쭊 ?섎씫??諛섎났??寃?- ?댁쇅 吏꾩텧???덇?쨌?좏넻 鍮꾩슜留??섎━怨?留ㅼ텧濡??댁뼱吏吏 ?딆쓣 寃?
?꾩옱???쎄뎅 ?ㅽ듃?뚰겕瑜??듭떖 ?먯궛?쇰줈 ?몄젙??58?먯쑝濡??됯??섎릺, 理쒓렐 遺꾧린 留덉쭊 ?뚮났???뺤씤?섍린 ?꾧퉴吏 ?곹뼢?섏? ?딅뒗??