[시사경제요약] 주식관련 기사 스크랩

<2021.10.05 누적>

 

美 에너지·금융주 ETF로 일주일새 `18억달러 뭉칫돈` - 

https://www.mk.co.kr/news/stock/view/2021/10/944233/

 

7년 걸린다던 21만t '의성 쓰레기산', 초고속으로 없앤 비결 - 

https://news.mt.co.kr/mtview.php?no=2021100417100950280 

 

애플·테슬라·구글·MS, 반도체 ‘자급 선언’…파운드리 신났다 - 중앙일보 - 

https://www.joongang.co.kr/article/25012578

 

"한 달 새 26% 급등"…'코스피 붕괴' 뚫고 일제히 오른 종목 - 

https://www.hankyung.com/finance/article/2021100567331

 

친환경 열풍에 속도 내는 수소車 시대..&quot;보급 빨라진다&quot; - 

https://v.daum.net/v/20211005064003428

 

[아이넷 AI 로봇 기자] 특징주, 에이비프로바이오-원자력발전소 해체 테마 상승세에 29.9% ↑

https://www.mk.co.kr/news/stock/view/2021/10/942622/

 

LGD, 12.9인치 애플 OLED 아이패드 개발 돌입 - 

http://www.thelec.kr/news/articleView.html?idxno=14520 

 

1회 충전 250km 달리는 전기차가 1000만원대…&#39;인기 폭발&#39; - 

https://www.hankyung.com/car/article/202110010413g

 

세계 석탄 절반 &#39;폭식&#39;하는 에너지 공룡 중국…단전 사태 불러오다 - 

https://www.hani.co.kr/arti/international/international_general/1013913.html

 

&#39;홈쿡&#39; 트렌드에 &#39;오징어게임&#39; 특수까지…K-라면, 세계를 홀리다 - 

https://www.donga.com/news/Economy/article/all/20211005/109559202/1

 

[단독] 태양광 시장은 中 놀이터…한국 &#39;글로벌 먹잇감&#39; 됐다 - 

https://www.hankyung.com/economy/article/202110054639i

 

전 세계 수소 사업 패권 경쟁..中 수소차 100만대, 日·호주 손잡아 - 

https://v.daum.net/v/20211004122101284

 

믿을건 실적 뿐…동양생명·LX세미콘·효성티앤씨 주목 - 

https://www.hankyung.com/finance/article/2021100438331

 

온실가스 배출 기업, &quot;탄소중립 목표 과도해 경영 악화 우려&quot; - 

https://news.v.daum.net/v/20211004152826346

 

[단독]고속도로 수소차 충전소, 한달에 한번 꼴 고장…‘인프라 부족’ 여전 - 

https://www.donga.com/news/Economy/article/all/20211005/109556960/1

 

한전 '탄소 재활용' 포집기술 개발…해상풍력 발전으로 친환경 총력 - 

https://www.hankyung.com/economy/article/2021100433051

 

"5년후 수도권에 쓰레기 대란…산업폐기물 업계가 해결가능" - 

https://www.mk.co.kr/news/business/view/2021/10/940316/

 

"10% 수익 노려라"…펀드매니저들, 4분기 '이 종목' 찜했다 - 

https://www.hankyung.com/finance/article/2021100438931

 

"美, 원전 의존도 안 줄여…청정에너지로 인정" - 

https://www.hankyung.com/economy/article/2021100438461

 

&#39;꿈의 2차전지&#39; 전고체 배터리…해뜰날 다가온다 - 

http://news.bizwatch.co.kr/article/industry/2021/10/01/0033

 

수소경제의 위기와 기회...현대차·SK 등 43조원 투자 - 

https://www.mk.co.kr/news/economy/view/2021/10/939610/

 

3분기 증시 충격에도…'친환경 랠리' 타고 급등한 종목 - 

https://www.hankyung.com/finance/article/2021100325271

 

'실적 천재!' 대박난 삼성전자…주가는 '7만전자' 굴욕 이유 - 

https://www.hankyung.com/economy/article/202110019748g

 

EU 몽니에 '조선 빅딜' 흔들…현대중공업 '최후의 카드' 꺼내드나 - 

https://www.hankyung.com/economy/article/2021100326031

 

[영상] 전기차 배터리-모터 시장으로 진격하는 PI첨단소재 - 

http://www.thelec.kr/news/articleView.html?idxno=14519 

 

&#39;증시 추풍낙엽&#39; 속 연기금 사들인 종목은 - 

https://v.daum.net/v/20211003140014429

 

충전소 만들고 생산기지 구축…가스공사, 수소중심 기업 변신 - 

https://www.hankyung.com/economy/article/2021100432901

 

7년 걸린다던 의성 쓰레기산은 어떻게 20개월만에 사라졌나 | 다음뉴스 - 

https://news.v.daum.net/v/20211004150121868

 

막판 1조 써낸 한화솔루션 판 뒤집었다…누구도 예상 못해 | 한경닷컴 - 

https://www.hankyung.com/economy/article/2021100438541

 

한국계 양자컴업체 `아이온큐` 美증시 입성 - 

https://www.mk.co.kr/news/world/view/2021/10/938663/

 

“美업체도 깜짝”…100% 국산 기술로 완성차 자동화라인 구축 - 

https://www.donga.com/news/Economy/article/all/20211003/109531168/1

 

&quot;없어서 못 판다&quot;…가격 치솟는 반도체 기판 - 

http://www.inews24.com/view/1408491

 

[인터뷰] 코윈테크, &quot;LMNO 양극재 미래 먹거리로 삼을 것&quot; - 

http://www.thelec.kr/news/articleView.html?idxno=14510 

 

이차전지 실리콘 음극재 최강자 '대주전자재료'

https://m.etnews.com/20210930000205

 

LG디스플레이, TV패널 연매출 10조원 복귀 ‘성큼’

http://m.ceoscoredaily.com/page/view/2021092914375781773

 

 

 

기술 더디고 &#39;눈덩이 적자&#39;…비틀대는 자율주행차

https://www.hankyung.com/finance/article/2021083092931

 

아파트 설치 의무화&quot;…날개 펴는 전기차 충전 산업, 수혜주는?

https://www.hankyung.com/finance/article/202108308722i

 

SK 수소생태계에 18兆..현대차는 수소차 年 50만대 생산시설 구축

https://news.v.daum.net/v/20210830175300527?x_trkm=t 

 

부경대 연구팀 이차전지 실리콘 탄소 복합 음극재 개발

https://www.mk.co.kr/news/society/view/2021/08/837275/

 

[단독]韓 주도 '글로벌 수소연합체' 뜬다 - 서울경제

https://www.sedaily.com/NewsVIew/22QE2KW5X7

 

"9월은 친환경 테마 주목"...삼성증권 주간 추천종목 발표

https://cmobile.g-enews.com/view.php?ud=202108280924204177edf69f862c_1&md=20210828093314_R 

 

[지금은 과학] &quot;역사상 가장 완벽한 그래핀이 탄생했다

http://www.inews24.com/view/1399100

 

GS건설, 배터리 재활용 시장 진출...리콜 '코나' 배터리 160억에 샀다

https://m.etnews.com/20210830000195

 

"게임회사인데…주식투자로 '8000억' 벌었다네요" [김주완의 어쩌다IT]

https://www.hankyung.com/it/article/202108261126i

 

갤럭시Z&#39; 인기에 깜짝 놀란 애플·샤오미..내달 신제품 맞불

https://v.daum.net/v/20210830165106716

 

9월은 조정의 시기가 될 것인가 [김현석의 월스트리트나우]

https://www.hankyung.com/finance/article/202108307006i

 

대기업 10곳 “수소사회 조기 구현”… 수소강국 디딤돌 놓는다

https://www.seoul.co.kr/news/newsView.php?id=20210830021015 

 

SKC솔믹스· SK머티리얼즈 다음 빅 픽처는 SK실트론?

https://contents.premium.naver.com/thebell/stock/contents/210828095049797Si

 

역시 이재용!&quot;..240조 투자에 500만 삼전 개미들 &#39;환호

https://v.daum.net/v/20210829000011447

 

네이버 AI 기술까지 결합, 100년 가는 콘텐츠 만들것

https://www.mk.co.kr/news/it/view/2021/08/834235/

 

수소차 늘어나는데 충전할 곳이 없다? 환경부 “연내 수소충전기 증설” - 

https://www.donga.com/news/Economy/article/all/20210830/108825929/1

 

"왜 사나 했는데"…외국인 기관 쌍끌이 나선 종목 이유있네 - 매일경제 - 

https://m.mk.co.kr/news/stock/view/2021/08/834085/

 

한화, 두나무 자회사 투자 확대…블록체인 사업 본격화

https://paxnetnews.com/articles/77916

 

삼성전자, OLED 스마트폰 왕좌 애플에 내준다

http://www.thelec.kr/news/articleView.html?idxno=13997 

 

현대차 9월 전세계 수소물결 일으킨다

https://www.fnnews.com/news/202108261810544674

 

포스코, 세계 최초 대형 액화이산화탄소 운반선 개발 나선다

https://www.mk.co.kr/news/business/view/2021/08/830337/

 

쑥쑥 크는 폐기물 시장이 &#39;금광&#39;으로 주목받는 이유

https://post.naver.com/viewer/postView.naver?volumeNo=32234615&memberNo=29545523 

 

미국, 한국에 2억5800만 달러 규모 무기 판매 승인https://www.donga.com/news/Inter/article/all/20210826/108781348/1

 

전기차 폐배터리 회수-재활용 거점센터 준공…내년 1월부터 운영 https://www.hankyung.com/society/article/202108260088Y

 

2025년까지 모든 지자체에 수소충전소…핵심부품도 국산화 - 

https://news.mt.co.kr/mtview.php?no=2021082609540351248 

 

24% 뛴 상아프론테크…&#39;수소 밸류체인&#39; 뜬다 - 

https://www.hankyung.com/finance/article/2021082742911

 

삼성, &#39;제2의 반도체&#39; 배터리 아닌 바이오 낙점…왜 - 

http://www.inews24.com/view/1399585

 

내년 수소발전 의무화…새 판 열린다 - 

https://www.mk.co.kr/news/economy/view/2021/08/828524/

 

'대장주' SK머티리얼즈 합병에…투자 대안 급부상한 효성화학 - 

https://www.hankyung.com/finance/article/2021082616541

 

한화 7년만에 또 삼성과 M&amp;A 논의…와이파이 모듈 인수 추진 - 

https://news.mt.co.kr/mtview.php?no=2021082509541150243 

 

SKC, 양극재‧음극재 사업 진출한다...차세대 성장동력 '확보' - 

https://m.newspim.com/news/view/20210825000906

 

포스코케미칼, 해외 진출 박차…中에 양극재·전구체 공장 설립 - 

https://www.mk.co.kr/news/business/view/2021/08/823303/

 

SK, 계열사 재편성 한창…머티리얼즈 다음 타자는 스퀘어 합병? - 

https://paxnetnews.com/articles/77775

 

탄소중립에 요동치는 원자재시장…기업들 초비상 - 

https://www.hankyung.com/economy/article/2021082587481

 

이제 드론도 수소다&#39;...DMI, 수소 모빌리티 선점 공세 - 

https://zdnet.co.kr/view/?no=20210825161105 

 

[단독] 한화, ‘삼성전기 와이파이 모듈사업’ 인수 추진 - 헤럴드경제 뉴스 - 

http://mbiz.heraldcorp.com/view.php?ud=20210825000125 

 

1조2700억 규모 수소 클러스터 구축사업, 예타 사업 선정 - 

https://zdnet.co.kr/view/?no=20210825075043 

 

삼성 240조 투자&#39;에 주가 급등…수혜주로 떠오른 &#39;이 종목&#39; - 

https://www.hankyung.com/finance/article/2021082585401

 

세계 최초 新공법 수소로 2조 일감 확보…수소값 확 낮춘다 | 한경닷컴 - 

https://www.hankyung.com/economy/article/202108257844i

 

꿈쩍않던 LNG선 가격 120억 뛰었다, 저가 수주 탈출 청신호 - 

https://news.v.daum.net/v/20210825000439783

 

고삐 풀린 리튬·니켈값…포스코 &quot;오히려 기회, 투자 늘린다&quot; - 

https://ebn.co.kr/news/view/1497560

 

테이팩스, 이차전지 업체로 자리매김…실적개선 기대 -하이 - 

https://www.edaily.co.kr/news/read?newsId=01266086629150272&mediaCodeNo=257 

 

SK, 혁신 벤처 '테라온'에 지분투자…SiC 전력반도체 사업 강화 - 전자부품 전문 미디어 디일렉 - 

http://www.thelec.kr/news/articleView.html?idxno=13976 

 

인텔·TSMC에 반격 나선 이재용..시스템반도체 최소 50조 베팅 - 

https://news.v.daum.net/v/20210824184341031?x_trkm=t 

 

금호석유화학, &#39;재활용 스티렌&#39; 제조 사업 추진 - 

https://www.etoday.co.kr/news/view/2056196

 

삼성·하이닉스만 호실적? 팹리스도 '어닝 서프라이즈' - 

https://m.edaily.co.kr/news/Read?newsId=02942166629150600&mediaCodeNo=257 

 

LCD 패널값 &#39;폭락&#39;..삼성·LG TV &#39;재료비 부담&#39; 줄어드나 - 

https://v.daum.net/v/20210824054503358

 

모바일 사업 철수한 LG전자가 6G 기술 확보에 매진하는 이유 - 

https://www.hankyung.com/it/article/202108245024i

 

포스트 기체수소 놓고 &#39;액체수소 vs 암모니아&#39; 주도권 경쟁 - 

https://www.fnnews.com/news/202108231046495462

 

中수소에너지산업 고삐 181조원 투입...韓 새로운 기회 - 

https://www.fnnews.com/news/202108231333087866

 

마스크 안쓰고 한강서 치맥해도 OK..메타버스에 올라타는 유통업계 - 

https://v.daum.net/v/20210823060018095

 

中 철강 생산 15개월만에 최저..포스코·현대제철 화색 - 

https://news.v.daum.net/v/20210823173135347?x_trkm=t 

 

'테슬라車 눈' 만드는 퓨런티어, 코스닥 상장 추진[마켓인사이트] - 

https://www.hankyung.com/finance/article/202108231679i

 

현대모비스 &#39;수소차 핵심 부품공장&#39; 신설 - 

https://www.ksilbo.co.kr/news/articleView.html?idxno=910681 

 

'가장 저평가 된 2차전지株'…신흥에스이씨 나홀로 랠리 - 

https://m.sedaily.com/NewsVIew/22QADZZE2V#cb

 

SK하이닉스·크래프톤…&#39;지금이 저가매수 타이밍&#39; - 

http://www.inews24.com/view/1397922

 

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https://www.mk.co.kr/news/economy/view/2021/08/809197/

 

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https://zdnet.co.kr/view/?no=20210819161218 

 

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http://biz.newdaily.co.kr/site/data/html/2021/08/19/2021081900078.html

 

동아화성, 세계최고수준 5kw급 차세대 수소연료전지 상용화에 성공 - 

http://mbiz.heraldcorp.com/view.php?ud=20210820000103