---
title: "발전기 정비 집중 및 수도권 발전기 강제 가동에 따른 SMP(계통한계가격) 구조적 약세로 전기 부문 실적이 둔화되었다. — companyreport — DecisionGateway"
description: "statement by companyreport, recorded 2026-11-10 — verbatim quote and source citation."
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  "og:title": "발전기 정비 집중 및 수도권 발전기 강제 가동에 따른 SMP(계통한계가격) 구조적 약세로 전기 부문 실적이 둔화되었다. — companyreport — DecisionGateway"
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statementSaid on 2026-11-10

# **발전기 정비 집중 및 수도권 발전기 강제 가동에 따른 SMP(계통한계가격) 구조적 약세로 전기 부문 실적이 둔화되었다.**

A statement by [**companyreport**](https://dgw.tmarket.io/actors/01a1d54a-608e-7d5a-b925-860ee84dd104), said on 2026-11-10. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *발전기 정비 집중 및 수도권 발전기 강제 가동에 따른 SMP(계통한계가격) 구조적 약세로 전기 부문 실적 둔화*

companyreportPublished 2026-11-10 [ Read source](https://t.me/companyreport/116002)

[**companyreport dossier **](https://dgw.tmarket.io/actors/01a1d54a-608e-7d5a-b925-860ee84dd104)

## **Related claims**

[**발전기 강제 가동 지정 사유 확대 및 규제 변화로 인해 발전사업자 전반의 수익성 악화 리스크가 확인된다.**companyreport · statement](https://dgw.tmarket.io/claims/01a1d4a7-caad-7b45-87af-96873e6de942) [**If actual policy direction focuses on cost sharing rather than banning data center construction, the semiconductor decline is excessive.**FICC리서치부 전략/시황: 이경민 · statement](https://dgw.tmarket.io/claims/01a1d71d-c54e-741e-a366-0a0ddff647d6) [**After the midterm elections, political constraints and regulation on infrastructure investment are expected to strengthen due to the problem of passing on data centers' electricity and water costs.**AI 투자의 정치적 비용 부각 · prediction](https://dgw.tmarket.io/claims/01a1d4a6-0da5-7a64-94b5-3c9e82cea6ba) [**IT hardware and power equipment sectors weakened, with Samsung Electro-Mechanics down 15.3%, LG Innotek down 8.4%, LS ELECTRIC down 14.7%, Hyosung Heavy Industries down 13.3% and HD Hyundai Electric down 9.4%.**FICC리서치부 전략/시황: 이경민 · statement](https://dgw.tmarket.io/claims/01a1d712-9a47-7172-b02c-be0ee4b6993c) [**EcoPro BM's ternary cathode shipments fell 34% QoQ as Samsung SDI's European EV battery plant shipments remained weak.**하나증권 · statement](https://dgw.tmarket.io/claims/01a1ceab-6432-7583-aa66-c2a0b5626e3a) [**Power equipment and ESS are favorable over the medium term, while memory should be bought on sharp declines.**대신증권 이경민 · prediction](https://dgw.tmarket.io/claims/01a1d712-392c-702b-9305-27f152d70a79)

## **More claims by companyreport**

[**2026년 매출 3,853.2억원 / 영업이익 403.4억원 / 영업이익률 10.47%가 예상된다.**prediction](https://dgw.tmarket.io/claims/01a1d4a7-cb31-73f8-885b-2771264ac849) [**2025년 매출 3,998.2억원 / 영업이익 529.6억원 / 영업이익률 13.25%가 예상된다.**prediction](https://dgw.tmarket.io/claims/01a1d4a7-cb09-7b03-881a-9619e34e494c) [**2024년 매출 3,570.3억원 / 영업이익 327.9억원 / 영업이익률 9.18%가 예상된다.**prediction](https://dgw.tmarket.io/claims/01a1d4a7-caec-79f3-ad0d-e4795adb240d) [**낮은 주가 수준에 기인하여 향후 높은 한 자리 수의 배당수익률이 예상된다.**prediction](https://dgw.tmarket.io/claims/01a1d4a7-cadb-7769-a99e-4cdf426718d0) [**미수금이 전분기 대비 596억원 증가했으며, 한국 발전용 천연가스 가격과 동행하여 당분간 순증 추세가 지속될 전망이다.**prediction](https://dgw.tmarket.io/claims/01a1d4a7-cabd-7f94-97e8-2b5525c179a9)

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