{"id":28468,"date":"2025-05-29T08:07:11","date_gmt":"2025-05-28T23:07:11","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=28468"},"modified":"2025-05-29T12:31:09","modified_gmt":"2025-05-29T03:31:09","slug":"sk%ea%b7%b8%eb%a3%b9-1%eb%85%84-%ec%83%88-%ec%88%9c%ec%9d%b5-18%ec%a1%b0-%ec%a0%90%ed%94%84-%ed%95%98%ec%9d%b4%eb%8b%89%ec%8a%a4-%eb%b0%98%eb%93%b1%ec%9d%b4-%ed%82%a4","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=28468","title":{"rendered":"SK\uadf8\ub8f9, 1\ub144 \uc0c8 \uc21c\uc775 18\uc870 \uc810\ud504 &#8216;\ud558\uc774\ub2c9\uc2a4 \ubc18\ub4f1\uc774 \ud0a4&#8217;"},"content":{"rendered":"<h3>|\ub86f\ub370\uadf8\ub8f9\uc740 2.6\uc870 \uc21c\uc190\uc2e4 YoY \ub099\ud3ed 3.8\uc870\u2026\uc0bc\uc131\u00b7LG\ub3c4 \uc774\uc775\uaddc\ubaa8 \ud6c4\ud1f4<\/h3>\n<p>SK\uadf8\ub8f9\uc774 2024\ub144 \ub9d0 \uc218\uc775\uc131\uc744 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 18\uc870\uc6d0\uc774\ub098 \ub04c\uc5b4\uc62c\ub838\ub2e4. \uba54\ubaa8\ub9ac \uc218\uc694 \ubc0f \uac00\uaca9 \uc57d\uc138\uac00 \ub05d\ub098\uace0 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM)\ub97c \uc55e\uc138\uc6cc \uc57d\uc9c4\ud55c SK\ud558\uc774\ub2c9\uc2a4\uac00 \uadf8\ub8f9 \uc218\uc775\uc131 \ubc18\ub4f1\uc5d0 \uacb0\uc815\uc801 \uae30\uc5ec\ub97c \ud588\ub2e4. \uadf8\ub8f9 \ucc28\uc6d0\uc758 \uace0\uac15\ub3c4 \ub9ac\ubc38\ub7f0\uc2f1\uc774 \uc774\uc5b4\uc9c0\ub294 \uc810\ub3c4 \ud798\uc744 \ubcf4\ud0f0\ub2e4.<\/p>\n<p>\ub86f\ub370\uadf8\ub8f9\uc740 \ub2f9\uae30\uc21c\uc774\uc775\uc774 1\ub144 \uc0ac\uc774 \uc57d 4\uc870\uc6d0 \uac00\uae4c\uc774 \uac10\uc18c\ud588\ub2e4. \uacf5\uc815\uac70\ub798\uc704\uc6d0\ud68c(\uacf5\uc815\uc704)\uac00 \uc9c0\uc815\ud55c \uc0c1\ud638\ucd9c\uc790\uc81c\ud55c\uae30\uc5c5\uc9d1\ub2e8 \uc911 \ub2f9\uae30\uc21c\uc774\uc775 \uac10\uc18c\ud3ed\uc774 \uac00\uc7a5 \ucef8\ub2e4. \ub354\ubd88\uc5b4 \uc0bc\uc131\uacfc LG, \uc2e0\uc138\uacc4, GS \ub4f1 \uad6d\ub0b4 \uc8fc\uc694 \uae30\uc5c5\uc9d1\ub2e8 \uc5ed\uc2dc \uc870\ub2e8\uc704\uc758 \uc21c\uc775 \uac10\uc18c\ud3ed\uc744 \ub098\ud0c0\ub0c8\ub2e4.<\/p>\n<p><strong>\u25c7AI \ubc18\ub3c4\uccb4 \ub7ec\uc2dc \ucc38\uc804 SK\ud558\uc774\ub2c9\uc2a4, \uc218\uc775\uc131 \uc804\uba74 \ud0c8\ubc14\uafc8<\/strong><\/p>\n<p>\uacf5\uc815\uc704\uc758 &#8216;2025\ub144 \uacf5\uc2dc\ub300\uc0c1\uae30\uc5c5\uc9d1\ub2e8&#8217; \ubc1c\ud45c\uc5d0 \ub530\ub974\uba74 \uacf5\uc815\uc790\uc0b0\ucd1d\uc561(\uc804\uccb4 \uacc4\uc5f4\uc0ac \ubcc4\ub3c4 \uae30\uc900 \uc790\uc0b0\ucd1d\uacc4 \ud569\uc0b0) \uae30\uc900 \uacf5\uc2dc\ub300\uc0c1\uae30\uc5c5\uc9d1\ub2e8 \uc911 \ub2f9\uae30\uc21c\uc774\uc775\uc774 \uac00\uc7a5 \ub9ce\uc774 \uc99d\uac00\ud55c \uacf3\uc740 SK\uadf8\ub8f9\uc774\uc5c8\ub2e4. \uacf5\uc815\uc704\uc6d0\ud68c\uac00 \ubc1c\ud45c\ud55c 2024\ub144 \uacf5\uc2dc\ub300\uc0c1\uae30\uc5c5\uc9d1\ub2e8 \ubc1c\ud45c\uc5d0\uc11c 6592\uc5b5\uc6d0\uc5d0 \uadf8\ucce4\ub358 SK\uadf8\ub8f9\uc740 \uc774\ubc88 \ubc1c\ud45c\uc5d0\uc11c 18\uc8704480\uc5b5\uc6d0\uc758 \ub2f9\uae30\uc21c\uc774\uc775\uc744 \ub0b8 \uac83\uc73c\ub85c \uc9d1\uacc4\ub410\ub2e4.<\/p>\n<p>SK\uadf8\ub8f9\uc758 2024\ub144 \ub9d0 \uae30\uc900 \ub2f9\uae30\uc21c\uc775 \uaddc\ubaa8\ub294 \uc9c1\uc804\uc5f0\ub3c4 \ub300\ube44 17\uc8707888\uc5b5\uc6d0\uc774\ub098 \ub298\uc5b4\ub0ac\ub2e4. SK\uadf8\ub8f9\uc758 \uc21c\uc775\uc99d\uac00\ud3ed\uc740 2025\ub144 \uc0c1\ud638\ucd9c\uc790\uc81c\ud55c\uae30\uc5c5\uc9d1\ub2e8\uc73c\ub85c \uc9c0\uc815\ub41c \uacf3 \uc911\uc5d0\uc11c SK\uadf8\ub8f9\uc744 \uc81c\uc678\ud558\uace0 \uc21c\uc775\uc774 \ub298\uc5b4\ub09c \uacf3\ub4e4\uc758 \ucd1d\ud569(\uc57d 13\uc8706950\uc5b5\uc6d0)\ubcf4\ub2e4\ub3c4 \ucef8\ub2e4.<\/p>\n<p>SK\uadf8\ub8f9\uc758 2024\ub144 \ub9d0 \uacbd\uc601\uc131\uacfc \uac1c\uc120\uc5d0 \uac00\uc7a5 \ud070 \uae30\uc5ec\ub97c \ud55c \uacf3\uc740 SK\ud558\uc774\ub2c9\uc2a4\ub2e4. \ucf54\ub85c\ub09819 \uc774\ud6c4 \uc218\uc694\uac00 \uaebe\uc600\ub358 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc774 \uc778\uacf5\uc9c0\ub2a5(AI)\uc744 \uc911\uc2ec\uc73c\ub85c \uc7ac\ud3b8\uc744 \uc2dc\uc791\ud588\uace0 \uc774 \ubcc0\ud654\uc5d0 \ub300\uc751\ud574 HBM \ub4f1 \uace0\ubd80\uac00\uac00\uce58 \ub77c\uc778\uc5c5\uc744 \ud655\ucda9\ud55c \uacb0\uacfc\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\ub294 \ubc18\ub3c4\uccb4 \uc5c5\ud669\uc774 \uae09\uaca9\ud558\uac8c \uac1c\uc120\ub418\ub294 \uc2dc\ub958\uc5d0 \uc801\uc808\ud788 \uc62c\ub77c\ud0c0\uba74\uc11c \uc218\uc775\uc131\uc774 \ud06c\uac8c \uc99d\uac00\ud588\ub2e4.<\/p>\n<p>\uc138\ubd80\uc801\uc73c\ub85c SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc5f0\uacb0 \uae30\uc900 \ub9e4\ucd9c\uc561\uc740 2023\ub144 32\uc8707567\uc5b5\uc6d0\uc5d0\uc11c 2024\ub144 66\uc8701930\uc5b5\uc6d0\uc73c\ub85c \ub6f0\uc5c8\ub2e4. \uc218\uc775\uc131 \uc5ed\uc2dc \ud070 \ud3ed\uc758 \uc99d\uac00\uc138\ub97c \ub098\ud0c0\ub0b4\uba70 \uac01\uac01 \uc601\uc5c5\uc190\uc775\uacfc \ub2f9\uae30\uc190\uc775 \ubaa8\ub450 \ud134\uc5b4\ub77c\uc6b4\ub4dc\uc5d0 \uc131\uacf5\ud588\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\ub294 2023\ub144 \ub9d0 \ubcc4\ub3c4 \uae30\uc900 \uc57d 4\uc8708362\uc6d0\uc758 \ub2f9\uae30\uc21c\uc190\uc2e4\uc744 \ub0c8\ub294\ub370 2024\ub144\uc5d4 \uc774\ub97c 17\uc870\uc6d0 \uaddc\ubaa8\uc758 \uc21c\uc775\uc744 \ub0b4\ub294 \uac83\uc73c\ub85c \ud0c8\ubc14\uafc8\ud588\ub2e4.<\/p>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-28469\" src=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/05\/20250527152044860_n.jpg\" alt=\"\" width=\"640\" height=\"1203\" srcset=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/05\/20250527152044860_n.jpg 640w, https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/05\/20250527152044860_n-160x300.jpg 160w, https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/05\/20250527152044860_n-545x1024.jpg 545w, https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/05\/20250527152044860_n-150x282.jpg 150w, https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/05\/20250527152044860_n-300x564.jpg 300w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/div>\n<p><strong>\u25c7\uacc4\uc5f4\uc0ac\ubcc4 \ubd80\uce68\uc740 \uc788\uc73c\ub098 \ub9ac\ubc38\ub7f0\uc2f1 \uac00\uc2dc\ud654\u2026\uc21c\uc775 \uac10\uc18c 10\ub300\uadf8\ub8f9\uc11c \ub450\ub4dc\ub7ec\uc838<\/strong><\/p>\n<p>\uc55e\uc11c SK\ud558\uc774\ub2c9\uc2a4\uc758 \ud55c\ud574 \uc0ac\uc774 \uc21c\uc775 \ubcc0\ub3d9\uc740 SK\uadf8\ub8f9 \uc804\uccb4 \uaddc\ubaa8\ub97c \ub118\uc5b4\uc11c\ub294 \uc218\uc900\uc774\ub2e4. \uc5ec\uc804\ud788 \uac1c\ubcc4\uc0ac\ubcc4\ub85c\ub294 \uace0\uac15\ub3c4 \ub9ac\ubc38\ub7f0\uc2f1\uc744 \uc9c4\ud589\ud558\uba74\uc11c \uc228\uace0\ub974\uae30\ub97c \uc9c4\ud589\ud558\ub294 \uc810\uc744 \uc774 \uc21c\uc775 \ucd94\uc138\ub85c\ub3c4 \ud655\uc778\ud560 \uc218 \uc788\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uacc4\uc5f4\uc0ac \uc911 SK\uc628\uc740 3\ub144 \uc5f0\uc18d \ub2f9\uae30\uc21c\uc774\uc775 \uc801\uc790\ud3ed\uc744 \ud655\ub300\ud574 \ub208\uae38\uc744 \ub048\ub2e4. \uc801\uc790 \uaddc\ubaa8\ub3c4 \uc870\ub2e8\uc704\uc5d0 \uc721\ubc15\ud558\uba70 \ub9ac\ubc38\ub7f0\uc2f1 \uc911\uc778 SK\uadf8\ub8f9\uc5d0\uc11c \ud55c\uce35 \uba74\ubc00\ud55c \uad00\ub9ac\uc5d0 \ub4e4\uc5b4\uac08 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. 2022\ub144 4003\uc5b5\uc6d0\uc774\uc5c8\ub358 SK\uc628 \ub2f9\uae30\uc190\uc2e4\uc740 2023\ub144 8468\uc5b5\uc6d0, 2024\ub144 \ub9d0 9846\uc5b5\uc6d0\uc73c\ub85c \ub6f0\uc5c8\ub2e4. 2021\ub144 10\uc6d4 \ucd9c\ubc94 \ud6c4 \uc9c4\ud589\ub41c \ub9c9\ub300\ud55c CAPEX\uac00 \uc218\uc775\uc131\uc744 \uac00\ub85c\ub9c9\ub294 \uad6c\uc870\ub2e4.<\/p>\n<p>\uc9c0\uc8fc\uc0ac SK\ub294 2024\ub144 \ub9d0 \uc801\uc790\uc804\ud658\ud558\uba74\uc11c 3\ub144 \uc5f0\uc18d \uc218\uc775\uc131\uc774 \uac10\uc18c\ud558\ub294 \ucd94\uc138\ub97c \ubcf4\uc600\ub2e4. 2022\ub144 5444\uc5b5\uc6d0\uc774\uc5c8\uc9c0\ub9cc \uc9c0\ub09c\ud574 3630\uc5b5\uc6d0\uc73c\ub85c \uac10\uc18c\ud588\uace0 2024\ub144 \ub9d0\uc5d4 7459\uc5b5\uc6d0\uc758 \uc21c\uc190\uc2e4\uc744 \ub0c8\ub2e4. \uc885\uc18d\u00b7\uad00\uacc4\uae30\uc5c5 \ud22c\uc790\uc9c0\ubd84\uc5d0\uc11c \uc190\uc0c1\ucc28\uc190\uc744 \uc778\uc2dd\ud558\uba74\uc11c \uc218\uc775\uc131\uc774 \uc545\ud654\ud588\ub2e4. 2024\ub144\uc740 \uc0ac\uc2e4\uc0c1 \ube45\ubc30\uc2a4\ub85c \ubcf4\uc774\uba70 \uc774\ub97c \ud1b5\ud574 \ubc18\ub4f1\uc744 \uc704\ud55c \uc9c0\uc9c0\ub300\ub97c \ud655\ubcf4\ud55c \ubaa8\uc2b5\uc774\ub2e4.<\/p>\n<p>\uc774\ubc16\uc5d0 SK E&amp;S \uc790\ud68c\uc0ac\ub85c \ub3c4\uc2dc\uac00\uc2a4 \uacf5\uae09\uc5c5\uccb4\uc778 \ubd80\uc0b0\ub3c4\uc2dc\uac00\uc2a4 \ub2f9\uae30\uc21c\uc774\uc775\uc774 \uc9c0\ub09c\ud574 4388\uc5b5\uc6d0\uc5d0\uc11c 3321\uc5b5\uc6d0\uc73c\ub85c 1000\uc5b5\uc6d0 \uac00\uae4c\uc774 \uac10\uc18c\ud588\ub2e4. \ucc9c\uc5f0\uac00\uc2a4(LNG) \ubcf5\ud569\ud654\ub825 \ubc1c\uc804\uc18c\ub97c \uc6b4\uc601\ud558\ub294 \uc5ec\uc8fc\uc5d0\ub108\uc9c0\uc11c\ube44\uc2a4 \ub610\ud55c \uc6d0\uc790\uc7ac \ube44\uc6a9 \uc0c1\uc2b9\uc758 \uc5ec\ud30c\ub85c \ub2f9\uae30\uc21c\uc775\uc774 \uc57d 200\uc5b5\uc6d0(2023\ub144 \ub9d0 1547\uc5b5\uc6d0\u21922024\ub144 \ub9d0 1378\uc5b5\uc6d0)\uc73c\ub85c \uc904\uc5c8\ub2e4.<\/p>\n<p>\uc774 \uae30\uac04 \ub2f9\uae30\uc21c\uc774\uc775\uc774 \ub298\uc5b4\ub09c \uacc4\uc5f4\uc0ac\ub3c4 \ub2e4\uc218 \ub208\uc5d0 \ub748\ub2e4. \uc790\uc0b0\ucd1d\uacc4\uac00 25\uc870\uc6d0\uc5d0 \uc721\ubc15\ud558\ub294 SK\uadf8\ub8f9 \ud575\uc2ec \uacc4\uc5f4\uc0ac\uc778 SK\ud154\ub808\ucf64\ub3c4 \ub2f9\uae30\uc21c\uc774\uc775\uc774 1\uc870598\uc5b5\uc6d0\uc5d0\uc11c 1\uc8702804\uc5b5\uc6d0\uc73c\ub85c 20%\uac00\ub7c9 \uc99d\uac00\ud588\ub2e4. \uc124\uacc4\u00b7\uc870\ub2ec\u00b7\uc2dc\uacf5(EPC) \uc0ac\uc5c5\uc774 \uc911\uc2ec\uc778 SK\uc5d0\ucf54\ud50c\ub79c\ud2b8\ub3c4. \uc57d\uc9c4\ud588\ub2e4. SK\uc5d0\ucf54\ud50c\ub79c\ud2b8\ub294 2023\ub144 \ub9d0 1832\uc5b5\uc6d0\uc758 \uc21c\uc190\uc2e4\uc5d0\uc11c 2024\ub144 \ub9d0 967\uc5b5\uc6d0 \uaddc\ubaa8\uc758 \uc21c\uc775\uc744 \ub0b4\uba70 \ud134\uc5b4\ub77c\uc6b4\ub4dc\ud588\ub2e4.<\/p>\n<p>SK\uc5d0\ucf54\ud50c\ub79c\ud2b8\uc758 \uadf8\uac04 \uc218\uc775 \uc545\ud654\ub294 \ubcf8\uc5c5 \uacbd\uc7c1\ub825 \uc57d\ud654\ubcf4\ub2e8 \uae08\uc735\ube44\uc6a9 \uc99d\uac00\uc5d0 \uc601\ud5a5\uc744 \ubc1b\uc558\ub2e4. \uc138\ubd80\uc801\uc73c\ub85c SK\ud14c\uc2a4, \ud574\uc0c1\ud48d\ub825 \uad6c\uc870\ubb3c \uc81c\uc870\uc5c5\uccb4 SK\uc624\uc158\ud50c\ub79c\ud2b8(\uad6c \uc0bc\uac15\uc5e0\uc564\ud2f0), \ud3d0\uae30\ubb3c \uc18c\uac01\uc5c5\uccb4 \ud074\ub80c\ucf54 \uc9c0\ubd84\uc744 \uc787\ub530\ub77c \uc778\uc218\ud558\uae30 \uc704\ud55c \uc790\uae08 \ub9c8\ub828 \uacfc\uc815\uc5d0\uc11c \uae08\uc735 \ubc0f \uc774\uc790\ube44\uc6a9\uc774 \uc77c\uc2dc \ub298\uc5b4\ub0ac\ub2e4. \uc774 \ucda9\uaca9\uc744 \uc0ac\uc5c5 \ud655\uc7a5\uc774 \ud761\uc218\ud558\uba70 \uc190\uc775 \uc804\ud658\uc744 \ud574\ub0b8 \ubaa8\uc2b5\uc774\ub2e4.<\/p>\n<p>\uc2dc\ub300\uc0c1\uae30\uc5c5\uc9d1\ub2e8 \uac00\uc6b4\ub370 2023\ub144 \ub300\ube44 \uc21c\uc775\uc774 \uac00\uc7a5 \ub9ce\uc774 \uac10\uc18c\ud55c \uacf3 \uc5ed\uc2dc \uad6d\ub0b4 10\ub300\uadf8\ub8f9 \uc548\uc5d0\uc11c \ucc3e\uc744 \uc218 \uc788\uc5c8\ub2e4. \ud574\ub2f9 \uae30\uac04 \uc21c\uc775\uc774 \uac00\uc7a5 \ub9ce\uc774 \uac10\uc18c\ud55c \uc9d1\ub2e8\uc740 \uc7ac\uacc4 \uc21c\uc704 5\uc704 \ub86f\ub370(3\uc8708440\uc5b5\uc6d0)\uc600\uace0 \uadf8 \ub2e4\uc74c\uc73c\ub85c \uc7ac\uacc4\uc21c\uc704 4\uc704\uc778 LG(3\uc870120\uc5b5\uc6d0)\uac00 \uc790\ub9ac\ud588\ub2e4.<\/p>\n<p>\uc0bc\uc131\uc740 \uae08\uc735\u00b7\ubcf4\ud5d8\uc744 \ud3ec\ud568\ud558\uba74 \uc57d 1\uc8709050\uc5b5\uc6d0, \uae08\uc735\u00b7\ubcf4\ud5d8\uc5c5\uc744 \uc81c\uc678\ud560 \uacbd\uc6b0 2\uc8706890\uc5b5\uc6d0\uc758 \uc21c\uc775 \uac10\uc18c\uc138\ub97c \ub098\ud0c0\ub0c8\ub2e4. \uc774\ubc16\uc5d0 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