statement
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.
A statement by 하나증권. Statements are as reported by the cited publishers — not verified by DecisionGateway.
다만, 두가지 이유 고려해 투자의견 BUY를 유지한다.
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2028년에는 삼성SDI의 유럽 신규 프로젝트 진입 및 산업 가속화 법안 적용으로 에코프로비엠의 유럽 공장 출하량이 빠르게 증가할 가능성이 높다.하나증권 · predictionEcoPro BM's ternary cathode shipments fell 34% QoQ as Samsung SDI's European EV battery plant shipments remained weak.하나증권 · statementThe 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 · commitment유럽 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 · commitment삼성SDI의 유럽 EV 배터리 공장 출하 부진이 지속되면서 에코프로비엠의 삼원계 양극재 출하가 QoQ -34% 감소했다.하나증권 · statementWe reiterate our Buy recommendation.analisisbankinter · commitment
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