---
title: "적자 요인은 원재료 가격 급락에 따른 재고평가손실 약 426억원과 원/달러 환율이 1,500원대에서 1,300원대로 급락하며 발생한 영업손실 약 220억원이다. — 미래에셋 김철중 — DecisionGateway"
description: "statement by 미래에셋 김철중, recorded recently — verbatim quote and source citation."
canonical_url: "https://dgw.tmarket.io/claims/01a1ccda-cae7-747e-941b-6a07f575acd3"
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  "og:title": "적자 요인은 원재료 가격 급락에 따른 재고평가손실 약 426억원과 원/달러 환율이 1,500원대에서 1,300원대로 급락하며 발생한 영업손실 약 220억원이다. — 미래에셋 김철중 — DecisionGateway"
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statement

# **적자 요인은 원재료 가격 급락에 따른 재고평가손실 약 426억원과 원/달러 환율이 1,500원대에서 1,300원대로 급락하며 발생한 영업손실 약 220억원이다.**

A statement by 미래에셋 김철중. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *원재료 가격 급락에 따른 재고평가손실 약 426억원*

cjdbjPublished 2026-11-05 [ Read source](https://t.me/cjdbj/11477)

## **Discussion**

## **Related claims**

[**엘앤에프는 3Q26에 영업손실 265억원으로 적자전환했으며, 재고평가손실 426억원과 환율 손실 220억원이 반영됐다.**미래에셋 김철중 · statement](https://dgw.tmarket.io/claims/01a1ccda-ca25-7b8f-80c4-1a4fa687b02b) [**북미/중국 사업의 영업손실이 증가했고, 미국 법인 재고자산평가충당금(약 20억원)으로 영업손실이 확대됐으며 4분기 상당 부분 환입이 예상된다.**하나증권 · prediction](https://dgw.tmarket.io/claims/01a1cea4-e664-7ec9-92cb-befb67c104bb) [**Q3 net loss was 684 billion KRW due to foreign currency-related losses from dollar weakness.**하나증권 · statement](https://dgw.tmarket.io/claims/01a1ceb7-a414-778d-86f2-15e93c88305f) [**The 핵심 소재 사업부 saw profit increase as basic materials were weak but large amino acids such as 라이신 held firm prices.**report author · statement](https://dgw.tmarket.io/claims/01a1d4b6-4699-7c0c-ac83-47f0516f2e76) [**The reduction in purchases is linked to rising world prices, a stronger dollar and logistical disruptions in the Black Sea region.**UkrAgroConsult · statement](https://dgw.tmarket.io/claims/01a1d36a-ddf1-7b6b-9518-d1fb70211328) [**Initial losses are estimated at about 3 million dollars.**المكتب الإعلامي الحكومي · statement](https://dgw.tmarket.io/claims/01a1cc6b-acc6-770b-bf82-ae56750a35fa)

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