오늘의 주요 종목뉴스

[카이로스k]

"메모리 반도체 공급부족 2027년까지 이어질 듯"

https://www.chosun.com/economy/tech_it/2026/01/27/JWAVAJD3TZH4XFBHNE7DG5ROM4/

"장비가 모자란다" 제우스·하나마이크론 폭등… 소부장의 반란 '눈에 띄네'

https://www.pinpointnews.co.kr/news/articleView.html?idxno=422430#google_vignette

[SFA반도체, 제주반도체, 제우스, 하나마이크론, 엠디바이스, ISC 등]

 

 

로봇 테마 올라탄 이차전지… 에코프로비엠 투자 사모펀드들, 드디어 수익권

https://www.chosun.com/economy/stock-finance/2026/01/28/HAZTIMLFGVSTKMDEHA2DOZLCMY/

[단독] 中 회사조차 한국에 '러브콜'…K배터리 '휴머노이드 시장' 장악한다

https://www.hankyung.com/article/202601275746i

[한농화성, 레이크머티리얼즈, 이수스페셜티케미컬, 에코프로, 에코프로비엠, 

삼성SDI, 강원에너지, 미래나노텍, 필에너지,엘앤에프, 천보, 대주전자재료, 덕산테코피아. 성일하이텍 등]

 

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‘李 대통령 주목’ STO 거래소 오늘 발표…루센트블록 ‘운명의 날’

https://www.edaily.co.kr/News/Read?newsId=02043446645322312&mediaCodeNo=257

[헥토파이낸셜, NHN KCP, 카카오페이, 다날, 네이버 등]

 

 

현대차그룹이 '로봇' 시대를 외치는 이유

https://weekly.hankooki.com/news/articleView.html?idxno=7146335

[뉴로메카, 현대무벡스, 에스피지, 삼현, 클로봇, 엔젤로보틱스, 에브리봇, 로보티즈, 로보스타, 레인보우로보틱스, 두산로보틱스, 케이엔알시스템, 피엔에스로보틱스, 원익홀딩스, 클로봇, 재영솔루텍, 디아이씨, 하이젠알앤엠, 

휴림로봇, 유진로봇, 인탑스 등]

 

아바코, 美차량부품 시장 진출…예솔 지분 79% 인수

https://www.thelec.kr/news/articleView.html?idxno=51443

[아바코]

 

 

삼천당제약, 안과 바이오시밀러 글로벌 상업화 가시권

https://www.dailypharm.com/user/news/335207?REFERER=NP

[삼천당제약]

 

 

일동제약, 3년 적자→2년 연속 흑자...비용 지출 효율화

https://new.dailypharm.com/user/news/335217?REFERER=NP

[일동제약]

 

 

포스코퓨처엠, 美 전고체 배터리 업체 투자

https://www.donga.com/news/Economy/article/all/20260127/133243181/2

[포스코퓨처엠]

 

 

허리띠 졸라맨 LF, 작년 수익성 '쑥'

https://dealsite.co.kr/articles/155821

[LF]

 

 

“AI 반도체 기판 좀 만들어주세요”…빅테크들, 이 회사 앞 줄섰다

https://www.mk.co.kr/news/business/11945014

[이수페타시스]

 

 

쎌바이오텍 ‘듀오락’, 체지방 9.4% 감소 기전 규명

https://www.sedaily.com/article/20001464

[쎌바이오텍]

 

 

[Biz & Now] LS전선, 말레이 600억 해저전력망 수주

https://www.joongang.co.kr/article/25400719

[LS전선]

 

 

제이오, 단일벽 탄소나노튜브(SWCNT) 美 EPA 허가 신청 완료

https://www.edaily.co.kr/News/Read?newsId=04355846645321984&mediaCodeNo=257

[제이오]

 

 

50년 만에 美 통합제련소 짓는 고려아연

https://www.hankyung.com/article/2026012760811

[고려아연]

 

 

칸에스티엔, 310억에 해성에어로보틱스 인수...정작 자기 돈은 68억뿐

https://daily.hankooki.com/news/articleView.html?idxno=1327701

[해성에어로보틱스]

 

 

한한령 해제 기대감...넥슨 민트로켓, ‘데이브 더 다이버’ 내달 中 출시

https://www.sedaily.com/article/20001459

[넥슨게임즈]

 

 

시니어 공략하는 코웨이…가정용 의료기 브랜드 론칭

https://www.sedaily.com/article/20001349

[코웨이]

 

 

SK증권 대주주 따로 있는데…김신 '1인 체제' 가능했던 까닭

https://www.hankyung.com/article/2026012761731

[SK증권]

 

 

LG이노텍, 4분기 영업익 3247억…전년 대비 31%↑

https://www.hankyung.com/article/202601263467i

[LG이노텍]

 

 

신세계인터, 해외시장·M&A에 집중

https://www.mk.co.kr/news/business/11944675

[신세계인터]

 

 

반도체 초호황에…석화 스페셜티 기업들 들썩

https://www.edaily.co.kr/News/Read?newsId=04303366645321984&mediaCodeNo=257

[한솔케미칼]

 

 

현대제철, 美루이지애나 제철소 건설 본격화…유상증자로 합작법인에 4조원 조달

https://www.donga.com/news/Economy/article/all/20260127/133240817/1

[현대제철]

 

 

램프사업부 매각 추진하는 현대모비스, 프랑스 OP모빌리티와 협상

https://www.donga.com/news/Economy/article/all/20260127/133242528/1

[현대모비스]

 

 

미래 바꿀 '꿈의 기술'…8100억 파격 투자한 한국 회사

https://www.hankyung.com/article/2026012760801

[포스코홀딩스 등]

 

 

SK이노 E&S, 호주 바로사 가스전서 LNG 첫 생산… 투자 14년만의 결실

https://www.chosun.com/economy/industry-company/2026/01/27/3VOO3DHSLZE3ZN773HYFGACZPY/

[SK이노베이션]

 

 

위성 年 수천기 발사…'우주 배터리' 급팽창

https://www.hankyung.com/article/2026012762021

[LG에너지솔루션, 삼성SDI 등]

 

 

HD현대, 캐나다 잠수함 수주 총력…"수조원 패키지딜 제안"

https://www.edaily.co.kr/News/Read?newsId=04234486645321984&mediaCodeNo=257

[HD현대중공업, 한화오션 등]

 

 

SK하이닉스, 미국에 AI 투자 전담 법인 신설 검토

https://www.chosun.com/economy/industry-company/2026/01/27/GE4DKZRSMVRTSYRQGBQTONRQGQ

[SK하이닉스]

 

 

삼성전자, 내달 엔비디아에 HBM4 첫 공급…더 기대되는 향후 로드맵

https://www.mk.co.kr/news/business/11944638

[삼성전자]

 

 

'60조 잠수함' 끌어올 현대차 떴다… 韓-獨 벼랑끝 '국가 대항전'

https://www.joongang.co.kr/article/25400788

[현대차]

 

 

기아, 오늘 지난해 실적 발표…역대 최대 매출에도 수익성 둔화

https://www.edaily.co.kr/News/Read?newsId=01751526645322312&mediaCodeNo=257