---
title: "The 2026 cosmetics market's key theme is ODM/container shortage, with container shortages in the… — 하나증권 유통/화장품 박종대 — DecisionGateway"
description: "prediction by 하나증권 유통/화장품 박종대, recorded recently — verbatim quote and source citation."
canonical_url: "https://dgw.tmarket.io/claims/01a1ceb1-9583-7a3a-9ccc-0c62b30a3746"
meta:
  "og:description": "prediction by 하나증권 유통/화장품 박종대, 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": "The 2026 cosmetics market's key theme is ODM/container shortage, with container shortages in the… — 하나증권 유통/화장품 박종대 — DecisionGateway"
  "twitter:image": "https://dgw.tmarket.io/og.jpg"
---

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

prediction

# **The 2026 cosmetics market's key theme is ODM/container shortage, with container shortages in the first half and ODM production capacity shortages in the second half.**

A prediction by 하나증권 유통/화장품 박종대. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *2026년 화장품 시장 화두는 ODM/용기 쇼티지, 상반기는 용기 부족/하반기는 ODM 업체 생산캐파 부족*

hanaresearchPublished 2026-11-09 [ Read source](https://t.me/hanaresearch/20924)

## **Discussion**

## **Related claims**

[**2026 HUB 투자 effects are expected to materialize in 2027, further solidifying the No.1 position in the 택배 시장.**하나증권 운송/모빌리티 Analyst 안도현 · prediction](https://dgw.tmarket.io/claims/01a1cebc-c0ff-71a0-9afb-1510136ac5d2) [**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) [**2026년 집중된 HUB 투자 효과가 2027년에 본격화되며 배송 경쟁력 제고 및 1위 지위 공고화가 기대된다.**리포트 작성자 · prediction](https://dgw.tmarket.io/claims/01a1d4b4-9b7d-737b-9b36-17e6be8fbb04) [**LG Chem expects 2027 cathode material shipments to more than double versus 2026, driven by expanded supply from projects that began shipping in 3Q this year and full-year reflection.**LG화학 · prediction](https://dgw.tmarket.io/claims/01a1ccd9-af1e-7125-b155-594bd5a7d865) [**LG Chem expects petrochemical oversupply to continue in 2027 despite some global plant closures, and projects about 29 million tons of new capacity additions versus about 8 million tons of closures in Northeast Asia through 2031.**LG화학 · prediction](https://dgw.tmarket.io/claims/01a1ccd9-afec-7569-91cd-1905825b88fb) [**The 2026 Q4-2027 Q1 buy direction is maintained; if data center construction is not fully halted, the real impact on the industry and earnings is expected to be limited.**FICC리서치부 전략/시황: 이경민 · commitment](https://dgw.tmarket.io/claims/01a1d71d-c57d-76cc-b3b1-9d32984f959b)

[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 4,000+ 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/01a1ceb1-9583-7a3a-9ccc-0c62b30a3746#webpage","@type":"WebPage","description":"prediction by 하나증권 유통/화장품 박종대, recorded recently — verbatim quote and source citation.","name":"The 2026 cosmetics market's key theme is ODM/container shortage, with container shortages in the… — 하나증권 유통/화장품 박종대 — DecisionGateway","url":"https://dgw.tmarket.io/claims/01a1ceb1-9583-7a3a-9ccc-0c62b30a3746","breadcrumb":{"@id":"https://dgw.tmarket.io/claims/01a1ceb1-9583-7a3a-9ccc-0c62b30a3746#breadcrumb"},"isPartOf":{"@id":"https://dgw.tmarket.io/#website"},"potentialAction":[{"@type":"ReadAction","target":["https://dgw.tmarket.io/claims/01a1ceb1-9583-7a3a-9ccc-0c62b30a3746"]}]},{"@id":"https://dgw.tmarket.io/#identity","@type":"Organization","name":"DecisionGateway","url":"https://dgw.tmarket.io"},{"@id":"https://dgw.tmarket.io/claims/01a1ceb1-9583-7a3a-9ccc-0c62b30a3746#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":"The 2026 cosmetics market's key theme is ODM/container…","position":3}]},{"@id":"https://dgw.tmarket.io/claims/01a1ceb1-9583-7a3a-9ccc-0c62b30a3746#/schema/quotation/1","@type":"Quotation","dateCreated":"2026-11-09","isBasedOn":"https://t.me/hanaresearch/20924","text":"2026년 화장품 시장 화두는 ODM/용기 쇼티지, 상반기는 용기 부족/하반기는 ODM 업체 생산캐파 부족","url":"/claims/01a1ceb1-9583-7a3a-9ccc-0c62b30a3746"}]}
```

## Sitemap

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