---
title: "D社향 원전 터빈블레이드는 삼미금속의 독점 공급으로 파악된다. — 하나증권 미래산업팀 — DecisionGateway"
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  "og:title": "D社향 원전 터빈블레이드는 삼미금속의 독점 공급으로 파악된다. — 하나증권 미래산업팀 — DecisionGateway"
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> Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt)

statement

# **D社향 원전 터빈블레이드는 삼미금속의 독점 공급으로 파악된다.**

A statement by 하나증권 미래산업팀. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *특히 D社향 원전 터빈블레이드는 삼미금속의 독점 공급으로 파악되며*

hanaresearchPublished 2026-11-09 [ Read source](https://t.me/hanaresearch/20918)

## **Discussion**

## **Related claims**

[**삼미금속이 '26년 3월 31일 D社와 108억 규모의 한울/한빛 3,4호기 터빈블레이드 공급계약을 체결했다.**하나증권 미래산업팀 · statement](https://dgw.tmarket.io/claims/01a1cea9-f3f3-75aa-981d-e36d5ac14d2b) [**삼미금속이 4Q25에 미국 가스터빈 솔루션 기업 PSM과 공급계약을 맺었다.**하나증권 미래산업팀 · statement](https://dgw.tmarket.io/claims/01a1cea9-f3cd-764c-935a-398a9176242a) [**The steel sector top picks are POSCO홀딩스 and 현대제철, the non-ferrous metals top pick is 고려아연, and the stock of interest is 동국제강.**현대차증권 철강/비철금속 박현욱 · commitment](https://dgw.tmarket.io/claims/01a1d951-00d4-7aa8-abb3-36fb8e0f5cba) [**To address the feedstock problem, Sumitomo Metal Mining together with its parent organization Sumitomo Corporation organized purchases of so-called black mass in Oceania countries.**rustorgpred · statement](https://dgw.tmarket.io/claims/01a1b68b-ce90-774a-91d4-e76a911b983f) [**The stake is intended to diversify Sojitz's supply of a critical metal.**Sojitz · commitment](https://dgw.tmarket.io/claims/01a1c6f9-b774-7eb4-9a92-7c73bdd3bd5e) [**Domestic Top Picks are 삼성전자, 삼성전기, 삼성SDI, 셀트리온, LG씨엔에스, SK하이닉스, OCI홀딩스.**리서치센터 · statement](https://dgw.tmarket.io/claims/01a1d84a-3a46-7fe3-8556-d71bb723f236)

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