--- title: "EcoPro BM's ternary cathode shipments fell 34% QoQ as Samsung SDI's European EV battery plant… — 하나증권 — DecisionGateway" description: "statement by 하나증권, recorded recently — verbatim quote and source citation." canonical_url: "https://dgw.tmarket.io/claims/01a1ceab-6432-7583-aa66-c2a0b5626e3a" 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": "EcoPro BM's ternary cathode shipments fell 34% QoQ as Samsung SDI's European EV battery plant… — 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 # **EcoPro BM's ternary cathode shipments fell 34% QoQ as Samsung SDI's European EV battery plant shipments remained weak.** 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. > *삼성SDI의 유럽 EV 배터리 공장 출하 부진 지속되면서 에코프로비엠의 삼원계 양극재 출하 역시 QoQ -34% 감소했다.* hanaresearchPublished 2026-11-09 [ Read source](https://t.me/hanaresearch/20919) [**하나증권 dossier **](https://dgw.tmarket.io/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca) ## **Related claims** [**삼성SDI의 유럽 EV 배터리 공장 출하 부진이 지속되면서 에코프로비엠의 삼원계 양극재 출하가 QoQ -34% 감소했다.**하나증권 · statement](https://dgw.tmarket.io/claims/01a1ceaf-8323-7502-a2a7-5562e15235dc) [**유럽 내 한국 배터리 출하 부진을 반영해 에코프로비엠의 연간 양극재 출하 전망치를 2026년 6만톤, 2027년 6.8만톤, 2028년 9.9만톤으로 하향 조정하고 목표주가를 112,000원으로 하향한다.**하나증권 · commitment](https://dgw.tmarket.io/claims/01a1ceaf-83a4-7315-acf0-9de650cae364) [**2028년에는 삼성SDI의 유럽 신규 프로젝트 진입 및 산업 가속화 법안 적용으로 에코프로비엠의 유럽 공장 출하량이 빠르게 증가할 가능성이 높다.**하나증권 · prediction](https://dgw.tmarket.io/claims/01a1ceaf-83df-74f7-9709-9073266772e2) [**The target price for EcoPro BM is lowered to 112,000 KRW, reflecting reduced cathode shipment forecasts (60,000 tons in 2026, 68,000 tons in 2027, 99,000 tons in 2028).**하나증권 · commitment](https://dgw.tmarket.io/claims/01a1ceab-648b-73bc-b44a-a195c5f6eb25) [**EcoPro BM's Q3 2026 revenue was 557.9 billion KRW (YoY -11%, QoQ -3%) and operating profit was 12.0 billion KRW (YoY -76%, QoQ -33%), remaining in profit.**하나증권 · statement](https://dgw.tmarket.io/claims/01a1ceab-63d5-7cd7-bf90-07e99dace075) [**The investment opinion BUY is maintained because in 2028 Samsung SDI's entry into new European projects and application of industry acceleration legislation are likely to rapidly increase EcoPro BM's European plant shipments.**하나증권 · statement](https://dgw.tmarket.io/claims/01a1ceab-6562-76f4-933b-1f0da010ba7c) ## **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 3,000+ Telegram channels — every claim cited. 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