statement
삼성SDI의 유럽 EV 배터리 공장 출하 부진이 지속되면서 에코프로비엠의 삼원계 양극재 출하가 QoQ -34% 감소했다.
A statement by 하나증권. 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.
Related claims
EcoPro BM's ternary cathode shipments fell 34% QoQ as Samsung SDI's European EV battery plant shipments remained weak.하나증권 · statement유럽 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 · commitment2028년에는 삼성SDI의 유럽 신규 프로젝트 진입 및 산업 가속화 법안 적용으로 에코프로비엠의 유럽 공장 출하량이 빠르게 증가할 가능성이 높다.하나증권 · prediction에코프로비엠의 3분기 실적은 매출 5,579억원, 영업이익 120억원으로 흑자를 지속했다.하나증권 · statementEcoPro 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 · 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 · commitment
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.statementThe 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.statementThis 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.statementAn approach centered on core theme ETFs such as generative AI, semiconductors, quality and cybersecurity, and on major big tech stocks, remains valid.statementAhead of Nvidia's earnings release on 11/18, market attention is focused on Blackwell demand and next-generation GPU supply outlook.statement
All claims by 하나증권