---
title: "예상을 넘어서는 수요 확대로 생산 캐파 부담이 작지 않으며, 2027년 세종 공장 증설 전까지 과제로 남아 있다. — 하나증권 — DecisionGateway"
description: "statement by 하나증권, recorded recently — verbatim quote and source citation."
canonical_url: "https://dgw.tmarket.io/claims/01a1cea4-e679-70d6-9e1c-acdb99eef021"
meta:
  "og:description": "statement by 하나증권, recorded recently — verbatim quote and source citation."
  "og:image": "https://dgw.tmarket.io/og.jpg"
  "og:image:alt": "White network of connected nodes crossed by a timeline on black"
  "og:image:height": "1024"
  "og:image:width": "1024"
  "og:title": "예상을 넘어서는 수요 확대로 생산 캐파 부담이 작지 않으며, 2027년 세종 공장 증설 전까지 과제로 남아 있다. — 하나증권 — DecisionGateway"
  "twitter:image": "https://dgw.tmarket.io/og.jpg"
---

> Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt)

statement

# **예상을 넘어서는 수요 확대로 생산 캐파 부담이 작지 않으며, 2027년 세종 공장 증설 전까지 과제로 남아 있다.**

A statement by [**하나증권**](https://dgw.tmarket.io/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca). 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*

hanaresearchPublished 2026-11-08 [ Read source](https://t.me/hanaresearch/20912)

[**하나증권 dossier **](https://dgw.tmarket.io/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca)

## **Related claims**

[**2029년 말까지 현 생산능력 대비 168% 규모의 증설을 진행중이며 증설분은 국내 30%, 중국 60%, 태국 10%의 비중으로 구성된다.**하나증권 IT 김민경 · statement](https://dgw.tmarket.io/claims/01a1ceb3-ba52-7a33-a436-ad6bc1753226) [**The 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 · prediction](https://dgw.tmarket.io/claims/01a1d714-862f-7592-9409-6ed5d7beb63c) [**현재 진행 중인 CAPA 증설은 2Q27년 마무리된다.**하나증권 미래산업팀 · statement](https://dgw.tmarket.io/claims/01a1cea9-f46d-796e-b355-31895bf7c9aa) [**All 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 · statement](https://dgw.tmarket.io/claims/01a1ceb1-96b2-7611-b2ba-c64861bb47ba) [**Kazakh processors face rising production costs and the need to ensure utilization of their own capacities.**UkrAgroConsult · statement](https://dgw.tmarket.io/claims/01a1d383-d611-7d15-952f-5308eab08c75) [**한국콜마는 칙량/제조 캐파 부족을 극복하기 위해 M&A 및 신규 설비 투자를 검토 중이다.**하나증권 · investigation](https://dgw.tmarket.io/claims/01a1cea4-e6ab-7f95-b53d-d4bc07bae6b6)

## **More claims by 하나증권**

[**The report reviewed trends and major economic indicators in the U.S. and Chinese stock markets and analyzed valuations and trends by global sector.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b231-7d52-805c-3f604b6a5af0) [**The 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.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b21a-7518-829b-60cdc773571a) [**This 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.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b20e-78ef-8998-71366dda0c35) [**An approach centered on core theme ETFs such as generative AI, semiconductors, quality and cybersecurity, and on major big tech stocks, remains valid.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b203-77a2-bb21-b5002bb38a65) [**Ahead of Nvidia's earnings release on 11/18, market attention is focused on Blackwell demand and next-generation GPU supply outlook.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b1f8-780c-a428-efe4735941fd)

[All claims by 하나증권](https://dgw.tmarket.io/claims?claimant_id=01a1cea2-176c-7cf2-87ea-9ed64a8130ca)

[All claims](https://dgw.tmarket.io/claims)

```json
{"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 3,800+ Telegram channels — every claim cited. Read free.","name":"DecisionGateway","url":"https://dgw.tmarket.io/","publisher":{"@id":"https://dgw.tmarket.io/#identity"}},{"@id":"https://dgw.tmarket.io/claims/01a1cea4-e679-70d6-9e1c-acdb99eef021#webpage","@type":"WebPage","description":"statement by 하나증권, recorded recently — verbatim quote and source citation.","name":"예상을 넘어서는 수요 확대로 생산 캐파 부담이 작지 않으며, 2027년 세종 공장 증설 전까지 과제로 남아 있다. — 하나증권 — DecisionGateway","url":"https://dgw.tmarket.io/claims/01a1cea4-e679-70d6-9e1c-acdb99eef021","breadcrumb":{"@id":"https://dgw.tmarket.io/claims/01a1cea4-e679-70d6-9e1c-acdb99eef021#breadcrumb"},"isPartOf":{"@id":"https://dgw.tmarket.io/#website"},"potentialAction":[{"@type":"ReadAction","target":["https://dgw.tmarket.io/claims/01a1cea4-e679-70d6-9e1c-acdb99eef021"]}]},{"@id":"https://dgw.tmarket.io/#identity","@type":"Organization","name":"DecisionGateway","url":"https://dgw.tmarket.io"},{"@id":"https://dgw.tmarket.io/claims/01a1cea4-e679-70d6-9e1c-acdb99eef021#breadcrumb","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","name":"Home","item":"https://dgw.tmarket.io","position":1},{"@type":"ListItem","name":"Claims","item":"https://dgw.tmarket.io/claims","position":2},{"@type":"ListItem","name":"예상을 넘어서는 수요 확대로 생산 캐파 부담이 작지 않으며, 2027년 세종 공장 증설 전까지 과제로 남아…","position":3}]},{"@id":"https://dgw.tmarket.io/claims/01a1cea4-e679-70d6-9e1c-acdb99eef021#/schema/quotation/1","@type":"Quotation","dateCreated":"2026-11-08","isBasedOn":"https://t.me/hanaresearch/20912","text":"예상 넘어서는 수요 확대로 생산 캐파 부담 작지 않은 상황, 2027년 세종 공장 증설 전까지 과제","url":"/claims/01a1cea4-e679-70d6-9e1c-acdb99eef021","spokenByCharacter":{"@type":"Person","name":"하나증권","@id":"/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca"}}]}
```

## Sitemap

See the full [sitemap](https://dgw.tmarket.io/sitemap.md) for all pages.