Forwarded from 간절한 투자스터디카페
11대 핵심투자분야 -
반도체, 디스플레이, 이차전지, 미래모빌리티, 핵심소재, 지능형로봇, 첨단제조, 항공‧방산, 차세대원자력, 첨단바이오, 에너지신산업
참여업체 -
민간: LX세미콘, 삼성디스플레이, 현대자동차, 포스코, 유진로봇, LG이노텍, 엘앤에프, 한화에어로스페이스, CJ제일제당
기관: 전략기획단, 한국산업기술진흥원, 한국산업기술평가관리원, 한국에너지기술평가원
반도체·이차전지 등 11대 핵심분야에 2030년까지 13.5조원 투입
https://n.news.naver.com/article/001/0013869997?sid=101
반도체, 디스플레이, 이차전지, 미래모빌리티, 핵심소재, 지능형로봇, 첨단제조, 항공‧방산, 차세대원자력, 첨단바이오, 에너지신산업
참여업체 -
민간: LX세미콘, 삼성디스플레이, 현대자동차, 포스코, 유진로봇, LG이노텍, 엘앤에프, 한화에어로스페이스, CJ제일제당
기관: 전략기획단, 한국산업기술진흥원, 한국산업기술평가관리원, 한국에너지기술평가원
반도체·이차전지 등 11대 핵심분야에 2030년까지 13.5조원 투입
https://n.news.naver.com/article/001/0013869997?sid=101
Naver
반도체·이차전지 등 11대 핵심분야에 2030년까지 13.5조원 투입(종합)
산업부 '산업대전환 초격차 프로젝트'…민관 협력해 40개 사업 선정 시장·산업전문가 그룹이 R&D 전과정 관리…주요기업·기관과 MOU 정부가 반도체 등 11대 핵심투자 분야에서 40개 연구개발(R&D) 프로젝트를 선
Very quick summary of today's BoK meeting.
-5 out of BoK mem leave door open for rate hike to 3.75 while one remains @ 3.5
-Core CPI expected to get less moderated than headline CPI. CPI expected to more moderated in H2 but uncertain surrounding inflation remains still high.
-No need to respond to fx unrest w/ rate policy. But will respond if fx gets volatile.
-1Q growth expected to turn slightly +ve. (growth for this yr is projected to be slightly below Feb forecast of 1.6)
-Delinquency ratio on PF loans not that high. It's possible for housing mkt to make soft-landing
-Rate cut talk too premature. The decline in short-term rates is excessive, referring to 90D bonds yields.
-5 out of BoK mem leave door open for rate hike to 3.75 while one remains @ 3.5
-Core CPI expected to get less moderated than headline CPI. CPI expected to more moderated in H2 but uncertain surrounding inflation remains still high.
-No need to respond to fx unrest w/ rate policy. But will respond if fx gets volatile.
-1Q growth expected to turn slightly +ve. (growth for this yr is projected to be slightly below Feb forecast of 1.6)
-Delinquency ratio on PF loans not that high. It's possible for housing mkt to make soft-landing
-Rate cut talk too premature. The decline in short-term rates is excessive, referring to 90D bonds yields.