statement
예상을 넘어서는 수요 확대로 생산 캐파 부담이 작지 않으며, 2027년 세종 공장 증설 전까지 과제로 남아 있다.
A statement by 하나증권. Statements are as reported by the cited publishers — not verified by DecisionGateway.
예상 넘어서는 수요 확대로 생산 캐파 부담 작지 않은 상황, 2027년 세종 공장 증설 전까지 과제
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2029년 말까지 현 생산능력 대비 168% 규모의 증설을 진행중이며 증설분은 국내 30%, 중국 60%, 태국 10%의 비중으로 구성된다.하나증권 IT 김민경 · statementThe real risk is likely to be concentrated in cost increases and schedule delays rather than construction halts, and the consensus for Big Tech's 2027 CapEx growth rate remains at +28%.FICC리서치부 전략/시황: 이경민 · prediction현재 진행 중인 CAPA 증설은 2Q27년 마무리된다.하나증권 미래산업팀 · statementAll three ODM companies face a production capacity shortage, and the biggest beneficiary of the current situation is Pump Tech Korea, which can enjoy the industry boom through the normalization of its 4th plant, full operation of its 6th plant, and capacity expansion effects.하나증권 유통/화장품 박종대 · statementKazakh processors face rising production costs and the need to ensure utilization of their own capacities.UkrAgroConsult · statement한국콜마는 칙량/제조 캐파 부족을 극복하기 위해 M&A 및 신규 설비 투자를 검토 중이다.하나증권 · investigation
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The report reviewed trends and major economic indicators in the U.S. and Chinese stock markets and analyzed valuations and trends by global sector.statementThe U.S. should watch AI-related regulation and volatility in the semiconductor sector, while for China domestic demand stimulus and policy effects will be key to a sustained rebound.statementThis report is a weekly report covering global sector trends and indicators rather than a single earnings estimate for an individual company, and it does not provide annual aggregate earnings figures.statementAn approach centered on core theme ETFs such as generative AI, semiconductors, quality and cybersecurity, and on major big tech stocks, remains valid.statementAhead of Nvidia's earnings release on 11/18, market attention is focused on Blackwell demand and next-generation GPU supply outlook.statement
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