어제 고려아연 계열사들의 지분매입 공시가 있어서 정리해봤습니다.

2월 초에는 장씨 일가 계열사 에이치씨에서 약 7,443주, 2월 말 최씨 일가 계열사 유미개발, 종친회에서 135,625주 장내매수

[엘앤에프 수주 공시 - 하나증권 2차전지/디스플레이 김현수, 위경재]

공시 링크 : https://bit.ly/3Z4jo16

- 수주액 : 3조8,347억원
- 계약 상대 : Tesla
- 계약 기간 : 2024.01.01~2025.12.31 (2년)
- 계약 내용 : 하이니켈 양극재 공급 계약 체결

상기 수주 관련 코멘트 드립니다.

수주액 3.8조원 고려, 하이니켈 양극재 약 7.7만톤 규모의 계약으로 해당 양극재는 총 54.8GWh 수준(전기차 약 78.3만대)입니다. 계약 기간 2년 감안 시, 엘앤에프는 Tesla에 연평균 27.4GWh(전기차 약 39.1만대) 수준의 하이니켈 양극재 공급하게 될 것으로 판단됩니다.
* 주요 가정 : 하이니켈 양극재 판가 50,000원, 양극재 사용량 1.4kg/kWh

22Y01M: 17,092,725,815
22Y02M: 18,369,185,340 ,MoM >> 7%
22Y03M: 19,763,713,793 ,MoM >> 8%
22Y04M: 20,516,518,118 ,MoM >> 4%
22Y05M: 23,929,738,722 ,MoM >> 17%
22Y06M: 20,263,825,323 ,MoM >> -15%
22Y07M: 22,767,058,144 ,MoM >> 12%
22Y08M: 23,458,318,451 ,MoM >> 3%
22Y09M: 22,374,923,231 ,MoM >> -5%
22Y10M: 22,984,576,559 ,MoM >> 3%
22Y11M: 21,366,183,966 ,MoM >> -7%
22Y12M: 20,880,804,998 ,MoM >> -2%
23Y01M: 19,391,747,538 ,MoM >> 8% , ,YoY >> 13%
23Y02M: 19,551,963,926 ,MoM >> 1% , ,YoY >> 6%
#수출입데이터 #반도체용_포토레지스트 #2023년03월01일

22Y01M: 2,665,462,773,215
22Y02M: 2,571,501,115,382 ,MoM >> -4%
22Y03M: 2,965,366,729,960 ,MoM >> 15%
22Y04M: 2,646,419,854,746 ,MoM >> -11%
22Y05M: 3,103,795,178,357 ,MoM >> 17%
22Y06M: 3,129,661,603,955 ,MoM >> 1%
22Y07M: 3,056,790,027,285 ,MoM >> -2%
22Y08M: 2,602,739,580,591 ,MoM >> -15%
22Y09M: 2,485,921,418,712 ,MoM >> -4%
22Y10M: 2,231,133,969,372 ,MoM >> -10%
22Y11M: 1,938,324,728,325 ,MoM >> -13%
22Y12M: 1,858,865,689,714 ,MoM >> -4%
23Y01M: 1,117,828,908,030 ,MoM >> 66% , ,YoY >> -58%
23Y02M: 1,188,739,027,335 ,MoM >> 6% , ,YoY >> -54%
#수출입데이터 #D램 #2023년03월01일

22Y01M: 616,361,181,762
22Y02M: 757,793,151,427 ,MoM >> 23%
22Y03M: 898,494,060,883 ,MoM >> 19%
22Y04M: 899,977,067,309 ,MoM >> 0%
22Y05M: 1,009,740,924,768 ,MoM >> 12%
22Y06M: 988,451,221,358 ,MoM >> -2%
22Y07M: 953,291,446,436 ,MoM >> -4%
22Y08M: 802,832,453,035 ,MoM >> -16%
22Y09M: 918,925,081,620 ,MoM >> 14%
22Y10M: 807,873,789,261 ,MoM >> -12%
22Y11M: 715,741,885,021 ,MoM >> -11%
22Y12M: 455,530,160,044 ,MoM >> -36%
23Y01M: 457,909,426,432 ,MoM >> -1% , ,YoY >> -26%
23Y02M: 620,274,925,340 ,MoM >> 35% , ,YoY >> -18%
#수출입데이터 #낸드 #2023년03월01일

22Y01M: 1,420,503,102,610
22Y02M: 1,560,798,449,655 ,MoM >> 10%
22Y03M: 1,708,888,626,560 ,MoM >> 9%
22Y04M: 1,753,041,888,810 ,MoM >> 3%
22Y05M: 1,761,755,751,700 ,MoM >> 0%
22Y06M: 1,699,383,302,843 ,MoM >> -4%
22Y07M: 1,126,783,922,371 ,MoM >> -34%
22Y08M: 1,265,001,043,094 ,MoM >> 12%
22Y09M: 1,682,231,268,326 ,MoM >> 33%
22Y10M: 1,056,350,493,151 ,MoM >> -37%
22Y11M: 924,880,972,852 ,MoM >> -12%
22Y12M: 1,018,201,828,704 ,MoM >> 10%
23Y01M: 399,268,018,443 ,MoM >> 155% , ,YoY >> -72%
23Y02M: 463,159,382,758 ,MoM >> 16% , ,YoY >> -70%
#수출입데이터 #SSD #2023년03월01일

22Y01M: 2,848,238,592,761
22Y02M: 2,507,495,787,262 ,MoM >> -12%
22Y03M: 3,675,891,469,492 ,MoM >> 47%
22Y04M: 2,402,554,929,399 ,MoM >> -35%
22Y05M: 3,027,407,363,396 ,MoM >> 26%
22Y06M: 3,168,883,237,563 ,MoM >> 5%
22Y07M: 2,362,830,964,842 ,MoM >> -25%
22Y08M: 2,700,316,213,060 ,MoM >> 14%
22Y09M: 3,367,404,656,192 ,MoM >> 25%
22Y10M: 2,347,512,725,855 ,MoM >> -30%
22Y11M: 1,852,368,936,099 ,MoM >> -21%
22Y12M: 1,942,406,237,917 ,MoM >> 5%
23Y01M: 1,394,644,829,042 ,MoM >> 39% , ,YoY >> -51%
23Y02M: 1,336,072,931,904 ,MoM >> -4% , ,YoY >> -47%
#수출입데이터 #멀티칩패키징 #2023년03월01일

22Y01M: 2,839,013,636,310
22Y02M: 2,697,572,653,824 ,MoM >> -5%
22Y03M: 3,550,286,158,365 ,MoM >> 32%
22Y04M: 2,982,504,608,618 ,MoM >> -16%
22Y05M: 3,087,480,407,157 ,MoM >> 4%
22Y06M: 3,585,125,624,351 ,MoM >> 16%
22Y07M: 3,887,570,634,916 ,MoM >> 8%
22Y08M: 3,789,741,551,546 ,MoM >> -3%
22Y09M: 3,545,264,498,126 ,MoM >> -6%
22Y10M: 3,628,860,765,978 ,MoM >> 2%
22Y11M: 3,503,915,975,458 ,MoM >> -3%
22Y12M: 2,997,340,193,244 ,MoM >> -14%
23Y01M: 2,139,754,607,963 ,MoM >> 40% , ,YoY >> -25%
23Y02M: 1,944,564,105,072 ,MoM >> -9% , ,YoY >> -28%
#수출입데이터 #웨이퍼레벨패키지 #2023년03월01일

22Y01M: 120,536,965,341
22Y02M: 111,499,864,543 ,MoM >> -7%
22Y03M: 129,983,744,007 ,MoM >> 17%
22Y04M: 119,025,306,762 ,MoM >> -8%
22Y05M: 122,031,184,910 ,MoM >> 3%
22Y06M: 128,931,213,317 ,MoM >> 6%
22Y07M: 122,834,238,052 ,MoM >> -5%
22Y08M: 110,899,755,454 ,MoM >> -10%
22Y09M: 123,388,461,993 ,MoM >> 11%
22Y10M: 137,702,939,824 ,MoM >> 12%
22Y11M: 124,428,312,926 ,MoM >> -10%
22Y12M: 132,657,976,211 ,MoM >> 7%
23Y01M: 136,371,615,130 ,MoM >> -3% , ,YoY >> 13%
23Y02M: 125,744,800,917 ,MoM >> -8% , ,YoY >> 13%
#수출입데이터 #MLCC #2023년03월01일

22Y01M: 44,822,628,727
22Y02M: 45,347,948,325 ,MoM >> 1%
22Y03M: 52,581,082,419 ,MoM >> 16%
22Y04M: 50,388,254,819 ,MoM >> -4%
22Y05M: 56,153,597,880 ,MoM >> 11%
22Y06M: 54,599,051,616 ,MoM >> -3%
22Y07M: 50,741,929,980 ,MoM >> -7%
22Y08M: 52,632,013,264 ,MoM >> 4%
22Y09M: 52,325,294,205 ,MoM >> -1%
22Y10M: 54,121,394,694 ,MoM >> 3%
22Y11M: 43,104,917,013 ,MoM >> -20%
22Y12M: 36,317,339,951 ,MoM >> -16%
23Y01M: 48,241,115,262 ,MoM >> -25% , ,YoY >> 8%
23Y02M: 38,360,964,045 ,MoM >> -20% , ,YoY >> -15%
#수출입데이터 #리드프레임 #2023년03월01일

22Y01M: 308,275,901,536
22Y02M: 308,857,920,829 ,MoM >> 0%
22Y03M: 349,352,156,129 ,MoM >> 13%
22Y04M: 334,061,083,058 ,MoM >> -4%
22Y05M: 363,814,348,209 ,MoM >> 9%
22Y06M: 313,964,021,151 ,MoM >> -14%
22Y07M: 331,522,475,613 ,MoM >> 6%
22Y08M: 356,372,693,206 ,MoM >> 7%
22Y09M: 362,829,009,547 ,MoM >> 2%
22Y10M: 345,595,170,995 ,MoM >> -5%
22Y11M: 279,187,341,135 ,MoM >> -19%
22Y12M: 240,467,766,428 ,MoM >> -14%
23Y01M: 211,215,348,633 ,MoM >> 14% , ,YoY >> -31%
23Y02M: 166,824,296,766 ,MoM >> -21% , ,YoY >> -46%
#수출입데이터 #회로패턴이_매립된_기판 #2023년03월01일

22Y01M: 1,055,228,357,768
22Y02M: 1,061,572,210,855 ,MoM >> 1%
22Y03M: 1,210,412,687,117 ,MoM >> 14%
22Y04M: 1,353,071,723,052 ,MoM >> 12%
22Y05M: 1,220,763,546,305 ,MoM >> -10%
22Y06M: 1,082,748,085,301 ,MoM >> -11%
22Y07M: 1,135,193,803,993 ,MoM >> 5%
22Y08M: 1,080,272,970,493 ,MoM >> -5%
22Y09M: 1,203,809,595,888 ,MoM >> 11%
22Y10M: 1,233,135,751,285 ,MoM >> 2%
22Y11M: 1,203,426,538,764 ,MoM >> -2%
22Y12M: 1,373,227,250,077 ,MoM >> 14%
23Y01M: 874,909,506,847 ,MoM >> 57% , ,YoY >> -17%
23Y02M: 837,244,329,801 ,MoM >> -4% , ,YoY >> -21%
#수출입데이터 #CMOS_이미지센서 #2023년03월01일

22Y01M: 92,146,456,343
22Y02M: 89,587,473,105 ,MoM >> -3%
22Y03M: 114,613,758,953 ,MoM >> 28%
22Y04M: 104,952,725,535 ,MoM >> -8%
22Y05M: 92,256,622,068 ,MoM >> -12%
22Y06M: 91,726,219,604 ,MoM >> -1%
22Y07M: 98,433,937,411 ,MoM >> 7%
22Y08M: 90,117,748,383 ,MoM >> -8%
22Y09M: 103,111,188,004 ,MoM >> 14%
22Y10M: 101,998,384,590 ,MoM >> -1%
22Y11M: 105,167,295,974 ,MoM >> 3%
22Y12M: 105,056,191,269 ,MoM >> -0%
23Y01M: 88,822,881,351 ,MoM >> 18% , ,YoY >> -4%
23Y02M: 86,815,710,034 ,MoM >> -2% , ,YoY >> -3%
#수출입데이터 #테스트소켓 #2023년03월01일

22Y01M: 33,852,589,532
22Y02M: 35,589,533,436 ,MoM >> 5%
22Y03M: 37,138,358,850 ,MoM >> 4%
22Y04M: 38,774,549,894 ,MoM >> 4%
22Y05M: 43,468,223,270 ,MoM >> 12%
22Y06M: 51,485,850,100 ,MoM >> 18%
22Y07M: 54,603,884,858 ,MoM >> 6%
22Y08M: 44,860,502,800 ,MoM >> -18%
22Y09M: 39,293,660,706 ,MoM >> -12%
22Y10M: 34,711,267,243 ,MoM >> -12%
22Y11M: 55,193,929,571 ,MoM >> 59%
22Y12M: 38,971,733,669 ,MoM >> -29%
23Y01M: 32,550,620,345 ,MoM >> 20% , ,YoY >> -4%
23Y02M: 33,927,516,460 ,MoM >> 4% , ,YoY >> -5%
#수출입데이터 #프로브카드 #2023년03월01일

22Y01M: 15,501,627,585
22Y02M: 13,951,968,592 ,MoM >> -10%
22Y03M: 23,639,018,464 ,MoM >> 69%
22Y04M: 19,074,344,601 ,MoM >> -19%
22Y05M: 16,040,146,832 ,MoM >> -16%
22Y06M: 19,912,093,861 ,MoM >> 24%
22Y07M: 38,151,842,606 ,MoM >> 92%
22Y08M: 27,735,131,868 ,MoM >> -27%
22Y09M: 30,390,909,586 ,MoM >> 10%
22Y10M: 12,295,974,624 ,MoM >> -60%
22Y11M: 18,946,491,288 ,MoM >> 54%
22Y12M: 15,089,211,953 ,MoM >> -20%
23Y01M: 12,533,126,508 ,MoM >> 20% , ,YoY >> -19%
23Y02M: 9,627,058,313 ,MoM >> -23% , ,YoY >> -31%
#수출입데이터 #PR_Striper #2023년03월01일

22Y01M: 81,041,769,191
22Y02M: 134,515,657,564 ,MoM >> 66%
22Y03M: 95,250,930,134 ,MoM >> -29%
22Y04M: 72,750,933,826 ,MoM >> -24%
22Y05M: 73,982,254,249 ,MoM >> 2%
22Y06M: 89,357,254,463 ,MoM >> 21%
22Y07M: 122,183,037,060 ,MoM >> 37%
22Y08M: 69,493,818,765 ,MoM >> -43%
22Y09M: 146,531,186,018 ,MoM >> 111%
22Y10M: 136,506,219,973 ,MoM >> -7%
22Y11M: 85,744,917,363 ,MoM >> -37%
22Y12M: 126,185,990,734 ,MoM >> 47%
23Y01M: 31,155,209,302 ,MoM >> 305% , ,YoY >> -62%
23Y02M: 44,240,729,783 ,MoM >> 42% , ,YoY >> -67%
#수출입데이터 #웨이퍼_증착장비 #2023년03월01일

22Y01M: 12,543,261,910
22Y02M: 21,720,565,799 ,MoM >> 73%
22Y03M: 23,102,072,940 ,MoM >> 6%
22Y04M: 18,196,531,365 ,MoM >> -21%
22Y05M: 36,366,935,562 ,MoM >> 100%
22Y06M: 27,715,412,934 ,MoM >> -24%
22Y07M: 10,118,360,815 ,MoM >> -63%
22Y08M: 31,304,291,579 ,MoM >> 209%
22Y09M: 30,916,563,245 ,MoM >> -1%
22Y10M: 26,324,677,954 ,MoM >> -15%
22Y11M: 13,047,455,827 ,MoM >> -50%
22Y12M: 18,499,335,668 ,MoM >> 42%
23Y01M: 11,392,764,149 ,MoM >> 62% , ,YoY >> -9%
23Y02M: 19,916,392,197 ,MoM >> 75% , ,YoY >> -8%
#수출입데이터 #웨이퍼_패턴결함_검사장비 #2023년03월01일

22Y01M: 18,251,460,038
22Y02M: 21,241,085,423 ,MoM >> 16%
22Y03M: 38,910,716,279 ,MoM >> 83%
22Y04M: 21,957,632,449 ,MoM >> -44%
22Y05M: 38,594,065,345 ,MoM >> 76%
22Y06M: 19,159,332,871 ,MoM >> -50%
22Y07M: 20,992,281,978 ,MoM >> 10%
22Y08M: 26,847,195,155 ,MoM >> 28%
22Y09M: 25,122,307,822 ,MoM >> -6%
22Y10M: 20,905,620,038 ,MoM >> -17%
22Y11M: 16,906,808,896 ,MoM >> -19%
22Y12M: 22,475,922,133 ,MoM >> 33%
23Y01M: 22,373,854,615 ,MoM >> 0% , ,YoY >> 23%
23Y02M: 48,290,640,364 ,MoM >> 116% , ,YoY >> 127%
#수출입데이터 #웨이퍼_테스트장비 #2023년03월01일

22Y01M: 15,501,627,585
22Y02M: 13,951,968,592 ,MoM >> -10%
22Y03M: 23,639,018,464 ,MoM >> 69%
22Y04M: 19,074,344,601 ,MoM >> -19%
22Y05M: 16,040,146,832 ,MoM >> -16%
22Y06M: 19,912,093,861 ,MoM >> 24%
22Y07M: 38,151,842,606 ,MoM >> 92%
22Y08M: 27,735,131,868 ,MoM >> -27%
22Y09M: 30,390,909,586 ,MoM >> 10%
22Y10M: 12,295,974,624 ,MoM >> -60%
22Y11M: 18,946,491,288 ,MoM >> 54%
22Y12M: 15,089,211,953 ,MoM >> -20%
23Y01M: 12,017,422,719 ,MoM >> 26% , ,YoY >> -22%
23Y02M: 7,166,894,645 ,MoM >> -40% , ,YoY >> -49%
#수출입데이터 #고압수소_열처리_어닐링장비 #2023년03월01일

22Y01M: 2,064,543,155
22Y02M: 1,296,376,699 ,MoM >> -37%
22Y03M: 3,319,539,043 ,MoM >> 156%
22Y04M: 1,104,409,186 ,MoM >> -67%
22Y05M: 1,874,752,439 ,MoM >> 70%
22Y06M: 1,643,753,006 ,MoM >> -12%
22Y07M: 2,913,303,871 ,MoM >> 77%
22Y08M: 2,361,525,159 ,MoM >> -19%
22Y09M: 1,802,873,328 ,MoM >> -24%
22Y10M: 1,599,892,471 ,MoM >> -11%
22Y11M: 1,244,382,082 ,MoM >> -22%
22Y12M: 1,334,311,059 ,MoM >> 7%
23Y01M: 3,377,587,884 ,MoM >> -60% , ,YoY >> 64%
23Y02M: 2,001,579,195 ,MoM >> -41% , ,YoY >> 54%
#수출입데이터 #오버레이계측장비 #2023년03월01일