LS ELECTRIC ๋กœ๊ณ 

LS ELECTRIC (010120) ์ฃผ๊ฐ€ ๋ฐ ์ข…๋ชฉ ์ •๋ณด

LS ELECTRIC ์‹ค์‹œ๊ฐ„ ์ฃผ๊ฐ€

LS ELECTRIC ํ˜„์žฌ๊ฐ€ ์ƒ์„ธ ์ •๋ณด
ํ•ญ๋ชฉ ๊ฐ’
ํ˜„์žฌ๊ฐ€ 219,000 ์›
๋ณ€๋™๋Ÿ‰ โ–ผ 5500.00 ์›
๋ณ€๋™๋ฅ  -2.45%
๊ฑฐ๋ž˜๋Ÿ‰ 691,308
๊ฑฐ๋ž˜๋Œ€๊ธˆ 154,623,609,750 ์›

LS ELECTRIC ์ผ๋ณ„ ์ฃผ๊ฐ€

LS ELECTRIC์˜ ๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
6/11/2026 242,000 243,500 222,500 222,500 2,182,491 505,035,397,250
6/14/2026 240,000 265,500 238,000 257,500 1,891,610 484,643,943,000
6/15/2026 269,000 269,500 254,000 257,500 891,958 232,434,911,250
6/16/2026 265,000 266,000 249,500 255,000 731,537 187,985,455,500
6/17/2026 259,000 265,000 241,000 242,000 789,006 194,536,437,250
6/18/2026 254,000 276,500 244,000 259,000 2,760,452 723,905,657,500
6/21/2026 254,500 258,500 244,500 245,000 787,229 196,312,252,500
6/22/2026 251,000 266,500 230,500 232,500 1,569,759 389,952,865,250
6/23/2026 223,500 233,500 217,000 224,500 934,529 210,176,650,250
6/24/2026 235,500 236,000 218,500 219,000 691,308 154,623,609,750

๊ด€๋ จ ํ…Œ๋งˆ

  • ์›์ „ : ๋ฐœ์ „ ํ›„ ์ „๋ ฅ์˜ ๋ณ€์ „ ๋ฐ ๋ณ€์••๊ธฐ ์„ค์น˜ ๊ธฐ์ˆ  ๋ณด์œ ํ•˜๊ณ  ์žˆ๋Š” ๊ธฐ์—…์œผ๋กœ ์šธ์ง„ ์›์ž๋ ฅ ๋ฐœ์ „์†Œ 3, 4ํ˜ธ๊ธฐ, ์˜๊ด‘ ์›์ž๋ ฅ ๋ฐœ์ „์†Œ 5, 6ํ˜ธ๊ธฐ์— ์ฃผ์ œ์–ด๋ฐ˜ ๋ฐ ๊ด€๋ จ ๊ณ„์ธก ๊ธฐ๊ธฐ๋ฅผ ๊ณต๊ธ‰ํ•œ ๊ฒฝํ—˜ ๋ณด์œ 
  • ์ง€๋Šฅํ˜•์ „๋ ฅ๋ง : ์ „๊ธฐ ๊ณต๊ธ‰ ๋ฐ ์ „๊ธฐ ์ œ์–ด ์žฅ์น˜ ์ œ์กฐ์—…์ฒด๋กœ ์†Œ๋น„์ž ์ „๋ ฅ ๊ด€๋ฆฌ ์žฅ์น˜(์ง€๋Šฅํ˜• ๋ถ„์ „๋ฐ˜) ๋ฐ ์Šค๋งˆํŠธ ๊ณ„๋Ÿ‰ ์‹œ์Šคํ…œ์„ ์‹œ๋ฒ” ์šด์˜ ์ค‘. ๋˜ํ•œ, ์›๊ฒฉ ๊ฒ€์นจ ์‹œ์Šคํ…œ(AMR) ๋ฐ AMI System(์–‘๋ฐฉํ–ฅ ํ†ต์‹ ์— ๊ธฐ๋ฐ˜ํ•œ ์ „๋ ฅ ์ˆ˜์š” ์˜ˆ์ธก, ๊ด€๋ฆฌ ์‹œ์Šคํ…œ)์„ ๊ฐœ๋ฐœํ•˜๋Š” ๋“ฑ ์Šค๋งˆํŠธ๊ทธ๋ฆฌ๋“œ ์‹œ์žฅ์„ ์ฃผ๋„
  • ์ „๋ ฅ์„ค๋น„ : LS ๊ทธ๋ฃน ๊ณ„์—ด์˜ ์ „๋ ฅ ๊ธฐ๊ธฐ ๋ฐ ์‹œ์Šคํ…œ ์ œ์กฐ, ๊ณต๊ธ‰ ์—…์ฒด๋กœ ์ €์•• ๊ธฐ๊ธฐ, ๊ณ ์•• ๊ธฐ๊ธฐ, ๊ณ„๋Ÿ‰๊ธฐ, ๊ณ„์ „๊ธฐ, ์ดˆ๊ณ ์••, ๋ฐฐ์ „๋ฐ˜, ์ง„๋‹จ ๋“ฑ ์ „๋ ฅ ์‚ฌ์—…์„ ์˜์œ„
  • ์Šค๋งˆํŠธํŒฉํ† ๋ฆฌ : ์Šค๋งˆํŠธํŒฉํ† ๋ฆฌ ๊ตฌ์ถ•์— ํ•„์š”(์™„๋ฃŒ)ํ•œ ์ธ๋ฒ„ํ„ฐ, ์ „๋ ฅ์„  ํ†ต์‹ , ๊ณต์žฅ ์ œ์–ด ์‹œ์Šคํ…œ ๋“ฑ์„ ๋ณด์œ ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์Šค๋งˆํŠธํŒฉํ† ๋ฆฌ ์ƒ์‚ฐ ๋ผ์ธ์„ ์ ์šฉ
  • ์ˆ˜์†Œ์ฐจ : 20๋…„12์›” ํ˜„๋Œ€์ฐจ์™€ "์ˆ˜์†Œ์—ฐ๋ฃŒ์ „์ง€ ๋ฐœ์ „์‹œ์Šคํ…œ ๊ฐœ๋ฐœ ๋ฐ ๊ณต๊ธ‰ ๊ด€๋ จ ์ƒํ˜ธํ˜‘๋ ฅ" ์–‘ํ•ด๊ฐ์„œ(MOU) ์ฒด๊ฒฐํ•˜๊ณ  ๋ฐœ์ „์‹œ์Šคํ…œ ์ œ์ž‘ ๋ฐ ํ†ตํ•ฉ์†”๋ฃจ์…˜ ๊ตฌ์ถ•์„ ๋‹ด๋‹นํ•  ์˜ˆ์ •
  • ์ „๊ธฐ์ฐจ : ์ „๊ธฐ์ฐจ ์ „์žฅ๋ถ€ํ’ˆ ๋“ฑ์˜ ๊ทธ๋ฆฐ์—๋„ˆ์ง€ ์‚ฌ์—…์„ ์‹ ์„ฑ์žฅ๋™๋ ฅ์œผ๋กœ ์œก์„ฑ ์ค‘์ธ ๊ธฐ์—…์œผ๋กœ ์ „๊ธฐ์ฐจ์šฉ ํ•„์ˆ˜ ์ œ์–ด์žฅ์น˜์ธ ์ธ๋ฒ„ํ„ฐ ์ œ์กฐ๋Šฅ๋ ฅ ๋ณด์œ ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ํ˜„๋Œ€ "BlueOn" ๊ณ ์†์ „๊ธฐ์ฐจ ๊ฐœ๋ฐœ์— ์ฐธ์—ฌํ•˜์—ฌ ์ธ๋ฒ„ํ„ฐ ์™„์ œํ’ˆ์„ ๊ณต๊ธ‰ํ•˜๊ณ  ์žˆ์Œ
  • ํƒœ์–‘๊ด‘ : ํƒœ์–‘๊ด‘ ๋ฐœ์ „ ์‹œ์Šคํ…œ ์‚ฌ์—… ๋ฐ ๋ชจ๋“ˆ/์ธ๋ฒ„ํ„ฐ, ์ œ์–ด ๊ธฐ๊ธฐ ์ œ์กฐ ์‚ฌ์—… ์˜์œ„ํ•˜๊ณ  ์žˆ๋Š” ๊ธฐ์—…์œผ๋กœ ํƒœ์–‘๊ด‘ ๋“ฑ์˜ ๊ทธ๋ฆฐ์—๋„ˆ์ง€ ์‚ฌ์—…์„ ์‹ ์„ฑ์žฅ ๋™๋ ฅ์œผ๋กœ ์ง‘์ค‘ ์œก์„ฑ ์ค‘
  • ESS : ์ „๋ ฅ ์ œ์–ด ๋ถ€ํ’ˆ์ธ ์ธ๋ฒ„ํ„ฐ ๋“ฑ์„ ์ƒ์‚ฐ/ํŒ๋งคํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ, ํƒœ์–‘๊ด‘ ์‹œ์Šคํ…œ ๊ด€๋ จ ESS(์ „๋ ฅ ์ €์žฅ ์žฅ์น˜)๋ฅผ ๊ฐœ๋ฐœ
  • ๊ตฌ๋ฆฌ : ์ „๋ ฅ๊ธฐ๊ธฐ์™€ ์‹œ์Šคํ…œ์˜ ์ œ์กฐ ๋ฐ ๊ณต๊ธ‰ ๋“ฑ์„ ์˜์œ„ํ•˜๊ณ  ์žˆ๋Š” ๊ธฐ์—…์œผ๋กœ ์žํšŒ์‚ฌ์ธ LS๋ฉ”ํƒˆ์ด ๋™๊ด€์„ ์ƒ์‚ฐํ•˜๊ณ  ์žˆ์Œ
  • ์žฌ์ƒ์—๋„ˆ์ง€ : ์ „๋ ฅ ์ œ์–ด ๋ถ€ํ’ˆ์ธ ์ธ๋ฒ„ํ„ฐ ๋“ฑ์„ ์ƒ์‚ฐํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ, ํƒœ์–‘๊ด‘ ์‹œ์Šคํ…œ ๊ด€๋ จ ESS์™€ ์ˆ˜์†Œ์—ฐ๋ฃŒ์ „์ง€ ๋ฐœ์ „์‹œ์Šคํ…œ ๊ฐœ๋ฐœ์„ ํ†ตํ•ด ์žฌ์ƒ์—๋„ˆ์ง€ ์ธํ”„๋ผ ๊ตฌ์ถ•์— ๊ธฐ์—ฌํ•˜๋Š” ๊ธฐ์—…
  • ๋ฐ์ดํ„ฐ์„ผํ„ฐ : ๊ณ ํšจ์œจ ๋ฐฐ์ „๋ฐ˜ยท์ „๋ ฅ๊ธฐ๊ธฐ, ์Šค๋งˆํŠธ ์ „๋ ฅ ์†”๋ฃจ์…˜ ๋“ฑ์ด ๋ฐ์ดํ„ฐ์„ผํ„ฐ์— ๊ณต๊ธ‰๋˜๋Š” ๊ธฐ์—…์œผ๋กœ, ๋Œ€ํ˜• ํ”„๋กœ์ ํŠธ ์ฐธ์—ฌ ๊ฒฝํ—˜์ด ํ’๋ถ€ํ•จ
  • ๋ณ€์••๊ธฐ : ์ €์••๊ธฐ๊ธฐ ๋ฐ ๊ณ ์••๊ธฐ๊ธฐ ๊ตญ๋‚ด ์ ์œ ์œจ 1์œ„ ๊ธฐ์—…์œผ๋กœ, ๋ฐฐ์ „๋ชฐ๋“œ๋ณ€์••๊ธฐ, ์œ ์ž…๋ณ€์••๊ธฐ ๋“ฑ์˜ ๋ณ€์••๊ธฐ ์‚ฌ์—…์„ ์˜์œ„ํ•˜๊ณ  ์žˆ์Œ. ๋ฒ ํŠธ๋‚จ ์ „๋ ฅ๊ธฐ๊ธฐ ์‹œ์žฅ ์ ์œ ์œจ 40%๋กœ 1์œ„๋ฅผ ์ฐจ์ง€ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์Šค๋งˆํŠธ ๋ณ€์••๊ธฐ ๋ฐ ์ดˆ๊ณ ์•• ๋ณ€์••๊ธฐ๋ฅผ ์‹ ์žฌ์ƒ์—๋„ˆ์ง€ ๋ฐ ๋ฐ์ดํ„ฐ์„ผํ„ฐ์šฉ์œผ๋กœ ๊ณต๊ธ‰ํ•จ. ํ•œ๊ตญ์ „๋ ฅ์œผ๋กœ๋ถ€ํ„ฐ 5610์–ต ์› ๊ทœ๋ชจ์˜ HVDC์šฉ ๋ณ€ํ™˜์šฉ ๋ณ€์••๊ธฐ ์‚ฌ์—…์„ ์ˆ˜์ฃผํ•˜๋Š” ๋“ฑ ์ดˆ๊ณ ์•• ์ „๋ ฅ ์†”๋ฃจ์…˜ ๋ถ„์•ผ๋ฅผ ์ฃผ๋„ํ•˜๊ณ  ์žˆ์Œ

LS ELECTRIC ํšŒ์‚ฌ ์ •๋ณด

์‹œ์žฅ ์‹œ๊ฐ€์ด์•ก ๊ธฐ์—…์ˆœ์œ„ ์ฃผ์‹์ˆ˜ ์™ธ๊ตญ์ธ ๋น„์ค‘ ์‚ฐ์—…๊ตฐ ์„ธ๋ถ€ ์‚ฐ์—…๊ตฐ 52์ฃผ ์ตœ๊ณ  52์ฃผ ์ตœ์ €
kospi 328,500์–ต 23์œ„ 150,000,000 18.30% ๊ฑด์„ค/์ธํ”„๋ผ ์ „๊ธฐ์žฅ๋น„ 335,000 50,600

LS ELECTRIC ๊ธฐ์—… ๊ฐœ์š”

LS ELECTRIC์€ 1974๋…„ ์„ค๋ฆฝ๋œ ๊ธฐ์—…์œผ๋กœ ์ „๊ธฐ, ์ „์ž, ๊ณ„์ธก, ์ž๋™ํ™”๊ธฐ๊ธฐ ์ œ์กฐยทํŒ๋งค์—…์„ ์˜์œ„ํ•˜๊ณ  ์žˆ๋‹ค. ์ฃผ์š” ์ข…์†๊ธฐ์—…์€ LS๋ฉ”ํƒˆ, LS ICT, LS ELECTRIC VIETNAM CO LTD ๋“ฑ์ด ์žˆ๋‹ค. ์ฃผ์š” ๋งค์ถœ์€ ์ „๋ ฅ ๋ฐฐ์†ก์ „ ์ œํ’ˆ ํŒ๋งค์—์„œ๋ฐœ์ƒํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ์ž๋™ํ™” ๊ธฐ๊ธฐ, ๊ธˆ์†๊ด€ ํŒ๋งค๊ฐ€ ๋’ค๋ฅผ ์ž‡๊ณ  ์žˆ๋‹ค. ํ•œ๊ตญ์ „๋ ฅ๊ณต์‚ฌ ๋“ฑ๊ณผ ์ดˆ๊ณ ์••์ง๋ฅ˜์†ก์ „ ๊ธฐ์ˆ  ์—ฐ๊ตฌยท๊ฐœ๋ฐœ์— ํ˜‘๋ ฅํ•˜๋ฉฐ ๋ฐฐ์†ก์ „ ์‹œ์žฅ ์ ์œ ์œจ ํ™•๋Œ€์— ์ฃผ๋ ฅํ•˜๊ณ  ์žˆ๋‹ค.

LS ELECTRIC AI์˜ˆ์ธก

AI์˜ˆ์ธก๊ธฐ๋Š” LS ELECTRIC์„ ๊ฐ•๋ ฅ๋งค๋„ ยท ๋งค๋„ ยท ์ค‘๋ฆฝ ยท ๋งค์ˆ˜ ยท ๊ฐ•๋ ฅ๋งค์ˆ˜ ๋กœ ์˜ˆ์ธกํ–ˆ์–ด์š”.

๋ฉค๋ฒ„์‹ญ ํ”Œ๋žœ์„ ๊ตฌ๋…ํ•˜๋ฉด ์˜ˆ์ƒ ์ฃผ๊ฐ€ ์‹œ๋‚˜๋ฆฌ์˜ค์™€ AI์˜ ํˆฌ์ž์˜๊ฒฌ, ๋ชฉํ‘œยท์†์ ˆ๊ฐ€, AI๊ฐ€ ์ฐธ๊ณ ํ•œ ์ฐจํŠธ ํŒจํ„ด๋“ค์„ ํ™•์ธํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

LS ELECTRIC ์ง€ํ‘œ๋ถ„์„

์ˆ˜์ต๋ฅ  1์œ„ ๋งค๋งค์ „๋žต์€ LS ELECTRIC์„ ๋งค์ˆ˜ ยท ๋งค๋„ ยท ๋ณด์œ  ยท ๊ด€๋ง ์ค‘์ด์—์š”.

๋ฉค๋ฒ„์‹ญ ํ”Œ๋žœ์„ ๊ตฌ๋…ํ•˜๋ฉด ์ˆ˜์ต๋ฅ  1์œ„ ๋งค๋งค์ „๋žต์˜ ๋งค๋งค ์‹œ์ ์„ ํ™•์ธํ•˜๊ณ  ๋‹ค์Œ ์‹ ํ˜ธ๋ฅผ ์•Œ๋ฆผ์œผ๋กœ ๋ฐ›์•„๋ณผ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

์ตœ์‹  LS ELECTRIC ๊ด€๋ จ ๋‰ด์Šค

[์ธํฌ์Šคํƒ๋ฐ์ผ๋ฆฌ=์œค์„œ์—ฐ ๊ธฐ์ž] ๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ์€ LS์— ๋Œ€ํ•ด 2๋ถ„๊ธฐ ์‹œ์žฅ ๊ธฐ๋Œ€์น˜๋ฅผ ์›ƒ๋„๋Š” ์‹ค์ ์„ ์ „๋งํ•˜๋ฉฐ ํ˜„ ์ฃผ๊ฐ€๊ฐ€ ์ €ํ‰๊ฐ€ ๊ตฌ๊ฐ„์— ์žˆ๋‹ค๊ณ  ํ‰๊ฐ€ํ–ˆ๋‹ค.๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ์€ LS์˜ 2๋ถ„๊ธฐ ์—ฐ๊ฒฐ ์˜์—…์ด์ต์ด ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 83.2% ์ฆ๊ฐ€ํ•œ 4317์–ต์›์„ ๊ธฐ๋กํ•ด ์ปจ์„ผ์„œ์Šค๋ฅผ 5.2% ์ƒํšŒํ•  ๊ฒƒ์œผ๋กœ ์ „๋งํ–ˆ๋‹ค. 1๋ถ„๊ธฐ์— ์ด์–ด LS์ „์„ ๊ณผ LSMnM์˜ ์‹ค์  ๊ธฐ์—ฌ๋„๊ฐ€ ํด ๊ฒƒ์œผ๋กœ ๋ถ„์„ํ–ˆ๋‹ค.์žฅ์žฌํ˜ ๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ ์—ฐ๊ตฌ์›์€ "์ด๋ฒˆ ์‹ค์ ์˜ ํ•˜์ด๋ผ์ดํŠธ๋Š” LS์ „์„ "์ด๋ผ๋ฉฐ "LS์ „์„ ์˜ ์—ฐ๊ฒฐ ์˜์—…์ด์ต์€ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 51.6% ์ฆ๊ฐ€ํ•œ 1251์–ต์›์œผ๋กœ ๋ถ„๊ธฐ ๊ธฐ์ค€ ์—ญ๋Œ€ ์ตœ๋Œ€ ์‹ค์ ์ด ์˜ˆ์ƒ

์†Œ์† ๊ฑธ๊ทธ๋ฃน ๋นŒ๋ณด๋“œ ํฅํ–‰์— ํ•˜์ด๋ธŒ ์ˆœ๋งค์ˆ˜ 1์œ„ SKํ•˜๋‹‰ยท์‚ผ์ „ยท์‚ผ์„ฑ์ „๊ธฐ ๋“ฑ ์ฃผ๋„์ฃผ๋Š” ์ˆœ๋งค๋„ ์ƒ์œ„ ๋ฏธ๋ž˜์—์…‹์ฆ๊ถŒ(006800)์—์„œ ๊ฑฐ๋ž˜ํ•˜๋Š” ์ˆ˜์ต๋ฅ  ์ƒ์œ„ 1% ํˆฌ์ž์ž๋“ค์ด 24์ผ ๊ฐ€์žฅ ๋งŽ์ด ์ˆœ๋งค์ˆ˜ํ•œ ์ข…๋ชฉ์€ ํ•˜์ด๋ธŒ(352820), HL๋งŒ๋„(204320), ์‚ผ์„ฑ์ „์ž์šฐ(005935)

๊ตญ๋‚ด AI์ „๋ ฅ ๊ธฐ์—…, ์ƒ๋ฐ˜๊ธฐ ๊ธ‰๋“ฑ ํ›„ ์ฐจ์ต์‹คํ˜„ ๋งค๋ฌผ ์Ÿ์•„์ ธ ์ „๋ฌธ๊ฐ€๋“ค "ํŽ€๋”๋ฉ˜ํ„ธ ํ›ผ์† ์•„๋ƒ, ์ค‘์žฅ๊ธฐ ํšŒ๋ณต ๊ฐ€๋Šฅ" ๊ฐ™์€ AI(์ธ๊ณต์ง€๋Šฅ)์ „๋ ฅ ํ…Œ๋งˆ ETF(์ƒ์žฅ์ง€์ˆ˜ํŽ€๋“œ)๋ผ๋„ ํˆฌ์ž ๋Œ€์ƒ ๊ตญ๊ฐ€์— ๋”ฐ๋ผ ์ˆ˜์ต๋ฅ ์ด ๊ฐˆ๋ ธ๋‹ค. ์ง€๋‚œ 1๊ฐœ์›”๊ฐ„ ๊ธ€๋กœ๋ฒŒ AI ์ „๋ ฅ ETF๋“ค์€ ์ตœ๋Œ€ 12%๋Œ€ ์ˆ˜์ต๋ฅ ์ธ ๋ฐ˜๋ฉด ๊ตญ๋‚ด AI ์ „๋ ฅ ETF๋Š” ์ตœ๋Œ€ -24%๋Œ€๋ฅผ ๊ธฐ๋กํ–ˆ๋‹ค. ์ „๋ฌธ๊ฐ€๋“ค์€ ๊ตญ๋‚ด์—์„œ ์ƒ๋ฐ˜๊ธฐ ์ฃผ๊ฐ€๊ฐ€ ๊ธ‰๋“ฑํ•œ ๋งŒํผ ์ˆจ๊ณ ๋ฅด๊ธฐ ์–‘์ƒ์ด ๋‚˜ํƒ€๋‚˜๋ฉฐ ์ด๊ฐ™์€ ์ฐจ์ด๋ฅผ ๋งŒ๋“ค์—ˆ๋‹ค๊ณ  ๋ถ„์„ํ–ˆ๋‹ค. 22์ผ ์ฝ”์Šค์ฝค ETF CHECK์— ๋”ฐ๋ฅด๋ฉด ์ง€๋‚œ 22์ผ ๊ธฐ์ค€ ์ตœ๊ทผ 1๊ฐœ์›” ๊ฐ„ 'TIGER ๊ธ€๋กœ๋ฒŒAI์ „๋ ฅ์ธํ”„๋ผ์•กํ‹ฐ๋ธŒ' ETF์˜ ์ˆ˜์ต๋ฅ ์€ 11.55%๋กœ ๋‚˜ํƒ€๋‚ฌ๋‹ค. 'RISE ๋ฏธ๊ตญAI์ „๋ ฅ์ธํ”„๋ผ์•กํ‹ฐ๋ธŒ๋Š” 5.19%, 'KODEX ๋ฏธ๊ตญAI์ „๋ ฅํ•ต์‹ฌ์ธํ”„๋ผ๋Š” 3.50%๋ฅผ ๊ธฐ๋กํ–ˆ๋‹ค. ์ด๋“ค ETF๋Š” AI๋กœ ์ด‰๋ฐœ๋œ ์ „๋ ฅ ์ˆ˜์š” ๊ธ‰์ฆ์— ์ˆ˜ํ˜œ๋ฅผ ๋ฐ›๋Š” ๊ธ€๋กœ๋ฒŒ ๊ธฐ์—…์— ํˆฌ์žํ•œ๋‹ค....

์ „๊ณ ์ฒด๋ฐฐํ„ฐ๋ฆฌยทESS ์„ฑ์žฅ์„ฑ ๋™์‹œ ๊ณต๋žต AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ ์ „๋ ฅ ์ˆ˜์š” ํ™•๋Œ€ ์ˆ˜ํ˜œ ์‚ผ์„ฑ์ž์‚ฐ์šด์šฉ ์‚ผ์„ฑ์ž์‚ฐ์šด์šฉ์€ ์ „๊ณ ์ฒด๋ฐฐํ„ฐ๋ฆฌ์™€ ์—๋„ˆ์ง€ ์ €์žฅ์žฅ์น˜(ESS)์— ์ง‘์ค‘ ํˆฌ์žํ•˜๋Š” โ€˜KODEX ์ „๊ณ ์ฒด๋ฐฐํ„ฐ๋ฆฌESS TOP2ํ”Œ๋Ÿฌ์Šค ์ƒ์žฅ์ง€์ˆ˜ํŽ€๋“œ(ETF)โ€™๋ฅผ ์‹ ๊ทœ ์ƒ์žฅํ–ˆ๋‹ค๊ณ  23์ผ ๋ฐํ˜”๋‹ค. KODEX

๊ตฌ์ž๊ท  LS์ผ๋ ‰ํŠธ๋ฆญ(LS ELECTRIC) ํšŒ์žฅ์ด ํ•œ๋ฏธ ์‹ ๋ขฐ ๊ด€๊ณ„๋ฅผ ๋ฐ”ํƒ•์œผ๋กœ ํ•œ ๋ถ๋ฏธ ์ „๋ ฅ ์‹œ์žฅ ํ™•๋Œ€๋ฅผ ์ฃผ๋ฌธํ–ˆ๋‹ค. 23์ผ LS์ผ๋ ‰ํŠธ๋ฆญ์— ๋”ฐ๋ฅด๋ฉด ๊ตฌ ํšŒ์žฅ์€ "๋ถ๋ฏธ ์ „๋ ฅ ์‹œ์žฅ ๊ณต๋žต์˜ ํ•ต์‹ฌ ๊ฑฐ์ ์œผ๋กœ ๋‚™์ ํ•œ ๋ฏธ๊ตญ ์œ ํƒ€์ฃผ์™€ ๋Œ€ํ•œ๋ฏผ๊ตญ ์‚ฌ์ด์—๋Š” '๊ฐ€ํ‰ ์ „ํˆฌ'๋ผ๋Š” ์ˆญ๊ณ ํ•œ ์—ญ์‚ฌ๊ฐ€ ์žˆ์—ˆ๋‹ค"๋ฉด์„œ ์ด๊ฐ™์ด ๋ฐํ˜”๋‹ค. ์œ ํƒ€์ฃผ๋Š” ํ•œ๊ตญ์ „์Ÿ ๋‹น์‹œ ์ฒญ๋…„ ์žฅ๋ณ‘ 240๋ช…์ด ๊ฒฝ๊ธฐ๋„ ๊ฐ€ํ‰์—์„œ ์•ฝ 4000์—ฌ๋ช…์— ๋‹ฌํ•˜๋Š” ์ค‘๊ณต๊ตฐ์˜ ๊ฑฐ์„ผ ๋Œ€๊ณต์„ธ๋ฅผ ๋‹จ ํ•œ ๋ช…์˜ ์ „์‚ฌ์ž ์—†์ด ๋ง‰์•„๋‚ด๋ฉฐ

LS ELECTRIC ๋งค์ถœ ์ •๋ณด

LS ELECTRIC ์—ฐ๊ฐ„ ๋งค์ถœ ์ •๋ณด

๋‚ ์งœ ๋งค์ถœ์•ก ๋งค์ถœ์•ก ์ฆ๊ฐ€์œจ ์˜์—…์ด์ต ์˜์—…์ด์ต ์ฆ๊ฐ€์œจ ์ˆœ์ด์ต ์ˆœ์ด์ต ์ฆ๊ฐ€์œจ
2025.4Q 4,965,798,552,980 9.09% 426,407,143,017 9.41% 284,256,733,172 17.35%
2024.4Q 4,551,837,252,467 7.60% 389,717,122,317 19.96% 242,237,998,768 16.64%
2023.4Q 4,230,482,628,448 25.27% 324,877,723,039 73.25% 207,672,688,149 127.69%
2022.4Q 3,377,070,300,000 26.56% 187,524,020,000 20.88% 91,210,000,000 6.92%

LS ELECTRIC ๋ถ„๊ธฐ ๋งค์ถœ ์ •๋ณด

๋‚ ์งœ ๋งค์ถœ์•ก ๋งค์ถœ์•ก ์ฆ๊ฐ€์œจ ์˜์—…์ด์ต ์˜์—…์ด์ต ์ฆ๊ฐ€์œจ ์ˆœ์ด์ต ์ˆœ์ด์ต ์ฆ๊ฐ€์œจ
2026.1Q 1,376,552,257,987 -9.70% 126,567,079,934 -2.42% 118,980,033,015 42.06%
2025.4Q 1,524,377,400,892 25.33% 129,708,390,333 28.69% 83,756,139,747 27.11%
2025.3Q 1,216,294,667,137 1.95% 100,791,400,061 -7.19% 65,892,393,659 -2.03%
2025.2Q 1,193,042,129,325 15.60% 108,597,651,385 24.38% 67,257,505,238 -0.14%

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: 70,386

๊ธฐ๊ด€: -37,654

์™ธ์ธ: -26,814

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: 7,331,014

๊ธฐ๊ด€: -1,862,833

์™ธ์ธ: -5,550,322

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-06-25 70,386 -37,654 -26,814
2026-06-24 134,496 -10,932 -130,668
2026-06-23 -48,939 59,362 -16,604
2026-06-22 265,967 -87,744 -186,519
2026-06-19 -299,538 19,604 276,482
2026-06-18 76,955 -62,918 -11,351
2026-06-17 170,905 -26,637 -145,398
2026-06-16 34,102 -1,154 -29,141
2026-06-15 -341,664 30,211 319,403
2026-06-12 468,118 -1,156,087 676,048
2026-06-11 132,049 -64,900 -65,741
2026-06-10 -126,663 130,761 -3,155
2026-06-09 83,235 7,112 -93,225
2026-06-08 -18,102 -4,574 27,070
2026-06-05 -4,263 -72,479 76,846
2026-06-04 51,082 -4,964 -48,579
2026-06-02 216,846 -101,979 -135,238
2026-06-01 -467,197 103,804 355,872
2026-05-29 25,769 -181,498 158,442
2026-05-28 116,590 -287,552 174,124
2026-05-27 377,000 -282,961 -86,878

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-06-25 917,134 -2,033,179 1,084,976
2026-06-24 846,748 -1,995,525 1,111,790
2026-06-23 712,252 -1,984,593 1,242,458
2026-06-22 761,191 -2,043,955 1,259,062
2026-06-19 495,224 -1,956,211 1,445,581
2026-06-18 794,762 -1,975,815 1,169,099
2026-06-17 717,807 -1,912,897 1,180,450
2026-06-16 546,902 -1,886,260 1,325,848
2026-06-15 512,800 -1,885,106 1,354,989
2026-06-12 854,464 -1,915,317 1,035,586
2026-06-11 386,346 -759,230 359,538
2026-06-10 254,297 -694,330 425,279
2026-06-09 380,960 -825,091 428,434
2026-06-08 297,725 -832,203 521,659
2026-06-05 315,827 -827,629 494,589
2026-06-04 320,090 -755,150 417,743
2026-06-02 269,008 -750,186 466,322
2026-06-01 52,162 -648,207 601,560
2026-05-29 519,359 -752,011 245,688
2026-05-28 493,590 -570,513 87,246
2026-05-27 377,000 -282,961 -86,878

LS ELECTRIC ์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
5,361,875,565,139 60.20% 39.80%

LS ELECTRIC ๋งค์ถœ ๊ตฌ์„ฑ

๊ตฌ์„ฑ ์š”์†Œ ๋น„์œจ
์ €์••,๊ณ ์••, ์‹œ์Šคํ…œ. ์ดˆ๊ณ ์••, INV, PLC, ์ฒ ๋„ ๋“ฑ [LS ELECTRIC] 71%
์ „๋ ฅ์„  ํ†ต์‹ , Servo, ๋นŒ๋”ฉ ์ž๋™ํ™” ,IT ๋“ฑ [๊ธฐํƒ€] 13.4%
๋™๊ด€, STS [๋ฉ”ํƒˆ] 13.3%
์ €์••, ๋ฐฐ์ „๋ฐ˜ [LS ELECTRIC America] 7.6%
์ €์••, ๊ณ ์••, ๋ฐฐ์ „๋ฐ˜, ๋ณ€์••๊ธฐ [๋ฝ์„ฑ์ „๊ธฐํˆฌ์ž (์ค‘๊ตญ)์œ ํ•œ๊ณต์‚ฌ] 4.8%
์ €์••, ๊ณ ์••, ์ž๋™ํ™”๊ธฐ๊ธฐ [LS ELECTRIC Vietnam] 2.9%
๊ธฐํƒ€ -13%

LS ELECTRIC ๊ณต๋งค๋„ ํ˜„ํ™ฉ

์ตœ๊ทผ ๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰: 92,573 (7.87%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 307,203 (0.2%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2026-06-25 219,000 92,573 7.87%
2026-06-24 224,500 83,467 5.46%
2026-06-23 232,500 111,201 3.95%
2026-06-22 245,000 97,800 7.15%
2026-06-19 259,000 165,501 3.33%
2026-06-18 242,000 60,179 4.43%
2026-06-17 255,000 54,797 4.41%
2026-06-16 257,500 53,311 3.65%
2026-06-15 257,500 46,555 1.40%
2026-06-12 222,500 58,891 2.12%
2026-06-11 229,500 79,949 5.13%
2026-06-10 236,000 209,367 9.87%
2026-06-09 219,500 156,010 11.87%
2026-06-08 208,000 155,553 15.35%
2026-06-05 227,000 92,013 8.69%
2026-06-04 239,500 99,508 10.09%
2026-06-02 241,500 151,792 8.41%
2026-06-01 267,000 186,736 4.30%
2026-05-29 241,500 254,512 9.97%
2026-05-28 246,500 253,119 10.09%
2026-05-27 261,500 221,666 10.18%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2026-06-23 232,500 307,203 0.20%
2026-06-22 245,000 270,205 0.18%
2026-06-19 259,000 246,471 0.16%
2026-06-18 242,000 291,975 0.19%
2026-06-17 255,000 313,027 0.21%
2026-06-16 257,500 300,963 0.20%
2026-06-15 257,500 395,026 0.26%
2026-06-12 222,500 445,578 0.30%
2026-06-11 229,500 487,015 0.32%
2026-06-10 236,000 523,634 0.35%
2026-06-09 219,500 493,393 0.33%
2026-06-08 208,000 457,042 0.30%
2026-06-05 227,000 445,300 0.30%
2026-06-04 239,500 440,789 0.29%
2026-06-02 241,500 466,248 0.31%
2026-06-01 267,000 415,689 0.28%
2026-05-29 241,500 523,707 0.35%
2026-05-28 246,500 554,736 0.37%
2026-05-27 261,500 572,738 0.38%
2026-05-26 285,000 441,456 0.29%
2026-05-22 281,000 501,452 0.33%

LS ELECTRIC ์—…์ข… ๋‚ด ๋น„๊ต

์ „๊ธฐ์žฅ๋น„ ์—…์ข…(81๊ฐœ) ์—ฐ๊ฐ„ ๊ธฐ์ค€

ํ•ญ๋ชฉ LS ELECTRIC ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 336,750 36,414.94 4์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) 99.85 15.97 6์œ„
PBR 16.141 10.97 5์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) 14.667 -9.33 16์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 0.258 1.84 41์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 8.587 -9.64 18์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 5.724 -13.34 28์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 131.48 116.97 22์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 49,657.986 9,581.16 4์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) 4,264.071 293.46 4์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) 2,842.567 118.69 3์œ„