commitment
두산은 최근 고객사의 LTA 체결 요구가 늘고 있으나 생산능력 운영과 가격 조건을 고려해 선별적으로 추진할 방침이다.
A commitment by 하나증권 IT 김민경. Statements are as reported by the cited publishers — not verified by DecisionGateway.
두산은 최근 고객사의 LTA 체결 요구가 늘고 있으나 생산능력 운영과 가격 조건을 고려해 선별적으로 추진할 방침
Related claims
향후 2-3년간 CCL 공급 부족이 지속될 것으로 예상되며, LTA를 체결할 경우 공급사에 우호적인 가격 조건을 확보할 가능성이 높다.하나증권 IT 김민경 · predictionLG Chem expects the Tennessee cathode plant to begin full-scale mass production from 1Q27, considering Ultium Cells' inventory and production plans, and aims to agree on mid-to-long-term supply volumes and compensation within the year.LG화학 · predictionLG Chem will exclude low-density LFP from initial commercialization and focus on high-density LFP with differentiated technology and supply chain, targeting about 40,000 tons of supply contracts as high-density LFP demand ramps up in 2028-2029.LG화학 · commitment예상을 넘어서는 수요 확대로 생산 캐파 부담이 작지 않으며, 2027년 세종 공장 증설 전까지 과제로 남아 있다.하나증권 · statementThe elected officials said they would halt new construction until new data center regulations are legislated.하나증권 · commitmentAll 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