2023년 2월 2일 뉴스모음

=======[ 2023년 2월 2일 뉴스모음]===========
★주요이슈:빅이벤트,없생있없&오고야마는미래★ [단독]對美투자기업,IRA혜택현금으로받는다 배터리업계관계자는"미국에서배터리를생산하는초기에는영업이익을내기어려울수있다"며"해당기간에도 조건에맞게배터리만생산하면현금을받을수있어유동성확보에큰도움이될전망"이라고했다.

미국정부가IRA를통한세액공제의'현금화(CreditMonetization)'를가능케한것은이례적이라는게업계평 가다.공제세액을직접현금으로돌려줄수있게하는조항이기존에는면세기관이나주·지방정부에만적용됐기 때문이다. 설비투자는투자액의30%까지공제받을수있으며,생산은제품마다지급액이다르다.배터리업계는생산하는 배터리셀과셀을묶어만든모듈에대해각각킬로와트시(㎾h)당35달러,10달러의세액공제를받는것으로알 려졌다.

이에따라LG에너지솔루션은올해말까지55GWh의생산설비를갖출예정인데,실제이규모의배터리를생산 하면19억3000만달러(약2조4000억원)의세액공제를내년께받게될전망이다.SK온은9억7000만달러(약1 조2000억원)에달한다.한화솔루션도생산설비가갖춰지는2024년제품생산을성공적으로마치면2025년8 억7500만달러(약1조원)를받는다.
https://n.news.naver.com/article/009/0005082413?sid=101

日우크라전쟁1년맞는24일G7정상회의개최추진
www.sedaily.com/NewsView/29LKZXCQ6A?OutLink=telegram

오스템임플란트,공개매수로최대주주변경시매매거래정지될수있어★ https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20230201900579
→현재환기종목...  
→위공개매수에따라양수인이당사의최대주주가되는경우당사는'최대주주변경'공시를이행할예정이며,
-당사는현재'내부회계관리제도비적정등'사유로투자주의환기종목으로지정되어있는바,상장규정제56조 ①제3호사목1)및동시행세칙제61조①제6호에따라관리·환기종목의경영권변동사실이공시등을통해확인 되는경우에해당하여‘23.02.28상장적격성실질심사사유가발생하고,상장적격성실질심사대상여부결정시 까지매매거래가정지될수있으니유의하시기바랍니다.(24일까지공개매수및결제T+2일하면28일) →덴티스트리는이번공개매수가실패할경우공개매수를다시추진하지는않을방침인것으로알려졌다.
www.sedaily.com/NewsView/29LKZ5LH7D?OutLink=telegram

▶글로벌모니터링:선진국(북미,유럽등)/해외주식
[속보]美,ADP민간고용10.6만···예상크게하회 https://v.daum.net/v/20230201221702728    
유로존경제작년3.5%성장…48년만에미중깜짝추월
https://m.yna.co.kr/view/AKR20230201049400009
    유로존1월소비자물가8.5%상승…석달연속둔화
https://v.daum.net/v/20230201203356167      
美아마존,닷컴붕괴이후최악의손실보나…8년만에적자가능성
http://news.einfomax.co.kr/news/articleView.html?idxno=4252734

호실적GM,테슬라·포드전기차가격인하에도"낮출계획없다" https://m.yna.co.kr/view/AKR20230201072000009
    스냅실적불똥..메타등소셜미디어회사로확대
https://www.hankyung.com/economy/article/202302018750i

▶글로벌이슈:신흥국(EM/EEM/EWY) 시진핑"안정적소득으로뒷걱정없이소비할수있어야"★ *작년'목표미달'3%성장기록후연신소비촉진강조  
→초과저축액을쓰면서소비를!!!
https://v.daum.net/v/20230201193026684

홍콩작년경제성장률-3.5%…4개분기연속역성장|연합뉴스
https://m.yna.co.kr/view/AKR20230201167600074

中,한국발입국자중중국인은빼고코로나19검사해
www.sedaily.com/NewsView/29LKZ0IA6V?OutLink=telegram

"경기둔화막자"…中'주식발행등록제'카드또꺼냈다
https://naver.me/xI2UCTt2

日4분기산업생산-3.1%,팬데믹이후최대감소
https://www.fnnews.com/news/202302011137311277

일본은행,지난1월국채매입224.4조원으로사상최고기록

https://v.daum.net/v/20230201213346167

일본탈탄소위해10년간190조원규모국채발행추진 https://www.wowtv.co.kr/NewsCenter/News/Read?
menuSeq=459&subMenu=latest&wowcode=&Class=&articleId=AKR20230201088300073

▶글로벌모니터링:경기침체/금리/물가인상
AB운용"연준,이르면연말께금리인하…성장주유망"
http://www.dt.co.kr/contents.html?article_no=2023020102109963066007

▶국내경제일반/시장/제도/금융상품동향 한은"中리오픈성장에플러스…걱정되는것은물가영향"(상보)
http://news.einfomax.co.kr/news/articleView.html?idxno=4252757

1000만원넣었는데이자月3만원"…은행예금서등돌린다
https://n.news.naver.com/article/015/0004805642?cds=news_edit

▶합병/분할/최대주주변경/경영권분쟁★매각/인수/합병
경영권분쟁‘휴마시스’…이번에는주식매매계약가처분신청https://v.daum.net/v/20230201150204294

(코스닥)오스템임플란트-[기재정정]경영권변경등에관한계약체결
http://dart.fss.or.kr/api/link.jsp?rcpNo=20230201900579
2023-02-01

▶자금조달/오버행:유무상증자,CB,BW,발행등


▶실적발표
강원에너지수주공시-[EA1]
Powderhandlingequipment(BlendMixer,Dryer등양극재공정설비일체)438.8억원 (매출액대비99.36%)https://v.daum.net/v/20230201142601690

▶주요공시:시설투자,공급계약


▶IPO/SPAC/지수편입일정 몸값400억'꿈비'청약에2조뭉칫돈 #꿈비2월9일목요일상장
공모가:5,000원[공모가밴드4,000~4,500] 유아가구,스킨&리빙케어,반려동물용품
공모자금용도:스마트공장구축활용
https://signalm.sedaily.com/NewsView/29LL017SLG/GX1102
    올해오아시스·케뱅등대어급출격…"공모주펀드주목"
https://m.mt.co.kr/renew/view_amp.html?no=2023011914033620204
    디앤디파마텍기술성평가통과…IPO'2전3기'첫발
http://m.thebell.co.kr/m/newsview.asp?  
svccode=00&newskey=202301301118075000107551&page=2&sort=FREE_DTM&searchtxt=
  
▶비상장투자/VC이슈


▶정부일정과정책&정치
尹"반도체는안보자산…산업도약위해직접뛰겠다"(종합)
https://m.yna.co.kr/view/AKR20230201081951001


▶부동산연결고리(부동산/금융/세금/리츠/조달등) 전국덮친'역전세폭풍'…경기석달새1만건'최고' ●피크치의전세만기돌아오는23년2~3분기가.
https://n.news.naver.com/article/018/0005416658

[단독]대구판빌라왕?빌라4채집주인무더기전세놓고연락두절
https://n.news.naver.com/mnews/article/088/0000796354?rc=N&ntype=RANKING&sid=001

"집값더떨어질라"…주택연금가입자'역대최고'
https://news.sbs.co.kr/news/endPage.do?news_id=N1007064601

고금리여파에5대은행가계대출감소세계속
https://naver.me/xV3PDAD0

-----------------------------------섹터------------------------------------------
★(돈)신기술산업:로봇/AI(인공지능)/챗봇GPT/양자암호/보안 대동-KIRO,로보틱스센터공동운영-머니투데이
http://news.mt.co.kr/mtview.php?no=2023020109371857676

'고맙다챗GPT'…네이버'AI아바타'도쾌속질주
네이버의자회사스노우는‘AI아바타’출시약한달만인이날까지유료이용자60만명을모았다.지난달초출 시돼보름만에20만명을달성한데이어다시보름이채되지않아이용자수를3배로불린것.(알체라-스노우
AI) https://www.sedaily.com/NewsView/29LKZ3286M

“2+7은8?맞아요”맥락아는AI,돈벌기시작하다[딥다이브] https://v.daum.net/v/20230201080012301

'챗GPT신드롬'…세계AI시장연500조원규모로커진다
https://v.daum.net/v/20230201162603703

▶(돈)모빌리티-IRA/RMA/2차전지/폐배터리/광물/자율주행/전장★증설/수주/넘버
Exclusive:TeslatoraiseShanghaioutputafterpricecutsstokedemand-memo
독점:Tesla,가격인하로수요촉진후상하이생산량증가
https://www.reuters.com/technology/tesla-raise-shanghai-output-after-price-cuts-stoke-demandmemo-2023-02-01/

GM,리튬아메리카에6억5000만$투자…"전기차소재안정적확보"★
www.sedaily.com/NewsView/29LKZ6DJLK?OutLink=telegram

GMsaysfourthbatteryplant'verymuchontrack,'envisionsothers
GMCFOPaulJacobson,onaTuesdayearningsresultscall,saidtheautomaker'sfourthbatterycell manufacturingcenteris"verymuchontrack,"
"We'regoingtohavefarmorethanfourplantsaswegothroughthisjourney," https://www.detroitnews.com/story/business/autos/general-motors/2023/01/31/gm-says-fourthbattery-plant-very-much-on-track-envisions-others/69857481007/

루이비통,럭셔리전기차로테슬라에도전장
https://www.g-enews.com/article/Global-

샤오펑,드론택시상용화한발더…中당국,유인테스트첫허가
https://www.sedaily.com/NewsView/29LKYGFSG3

KIAAMERICAOPENS2023WITHBEST-EVERJANUARYSALES 기아미국판매올타임하이
https://www.prnewswire.com/news-releases/kia-america-opens-2023-with-best-ever-january-sales301735775.html

제이스텍,160억규모2차전지생산라인공급계약
https://biz.heraldcorp.com/view.php?ud=20230201000555

▶(돈)컨텐츠(엔터/웹툰/미디어/OTT)/플랫폼★데뷔,신작공개 넷플릭스한국홈페이지서도‘계정공유단속’방침밝혀
https://news.kbs.co.kr/news/view.do?ncd=7595232

넥슨,아프리카TV와e스포츠·콘텐츠제작협력MOU
https://moneys.mt.co.kr/news/mwView.php?no=2023020114110024752

[테크M리포트]韓C2C커머스최강자네이버'크림'...지난해거래액2조'육박'-테크M 지난해크림의연간거래액이1.7조원에이르는것으로알려졌다.1.5조원수준에머물것으로보였던지난해3 분기추정치를훌쩍넘어선것
아시아권역을관통하는'크로스보더플랫폼'으로키우겠다는구상.한국(크림)·일본(빈티지시티)·유럽(베스티에 르)를넘어북미대륙(포쉬마크)까지플랫폼을확장
https://www.techm.kr/news/articleView.html?idxno=106297

▶WEB3.0/STO/크립토파이낸스/CBDC]★제도화/법규/ 닥사(DAXA)"5대거래소'증권형토큰'없어…무더기상폐NO"
https://n.news.naver.com/article/008/0004846368?sid=101

"금융당국'증권성가상자산'상폐지시설사실무근"
https://www.newsway.co.kr/news/view?tp=1&ud=2023020118084459903

대신증권,부동산조각투자플랫폼카사인수추진https://v.daum.net/v/20230201110954738

위믹스가격상승세...1000원넘어
https://www.digitaltoday.co.kr/news/articleView.html?idxno=469408

▶게임출시일정&메타버스등★출시/CBT/신작일정
美아마존,닷컴붕괴이후최악의손실보나…8년만에적자가능성
http://news.einfomax.co.kr/news/articleView.html?idxno=4252734

밸로프,日온라인게임퍼블리셔100억원에인수
https://v.daum.net/v/20230201202503993

P2E철퇴에…게임사해외시장공략박차
https://n.news.naver.com/article/009/0005082345?sid=105
▶소비트렌드2023:리오프닝/유통/화장품/음식료★신조어/품절/인상 블랙핑크,멕시코·호주월드투어추가공연확정
https://entertain.naver.com/read?oid=437&aid=0000330696

지난해커피수입액13억달러…역대최대
https://www.nocutnews.co.kr/news/5887822

'CEO급여전액삭감'...잘나가던그린랩스도고강도구조조정
https://n.news.naver.com/article/008/0004846166?sid=101

스타트업권고사직'칼바람'패스트파이브등잇단단행
https://n.news.naver.com/article/009/0005082344?sid=105 7
[단독]'쿠키런킹덤'흥행후이미시작된데브시스터즈구조조정...이유는?
https://news.mtn.co.kr/news-detail/2023013113105687375

▶Tech1:반도체/AI반도체/빅데이터/보안/클라우드 한·대만·일'아시아칩3'투자ETF나왔다 www.sedaily.com/NewsView/29LKZTYN0G?OutLink=telegram

[단독]‘최대25%세액공제’반도체지원법,급물살…與野,14일기재위전체회의합의
14일전체회의에서조특법상정될가능성제기    기재부,1월19일조특법정부안제출
2월임시국회내의결되나
https://naver.me/xGi4uPaU

경계현삼성전자사장"반도체투자지속…초격차경쟁력회복" https://naver.me/5atrlx3l

▶Tech2:VR/XR/폴더블/디스플레이/가전/통신 옵티코어,세계최초상용화성공5G·6G핵심기술...삼성235조네트워크사업‘사활’ https://www.sedaily.com/NewsView/29LKYAAAX0

▶[G][태양광/풍력/원전/전력망/ESG]
“유럽에너지위기모면주역은풍력과태양광발전”
https://biz.chosun.com/international/international_economy/2023/02/01/YLOBKT5NLVEJHMKJ66XBBBETEU/
"中태양광수출규제,美반도체규제같은파괴력없을
듯"https://m.yna.co.kr/view/AKR20230201080600009
Chinamullingrestrictionsonpolysilicon,waferexports
금주중국에선미국IRA대응차원에서폴리실리콘잉곳및웨이퍼생산에필요한첨단기술을수출규제항목에추 가하는'수출제한·금지기술리스트'잠정수정안을검토중이란뉴스가발표되었습니다.폴리실리콘및웨이퍼 의중국지배력은2022년기준각각78%및98%입니다. https://bit.ly/3DvYKy5  
▶[G][방산/우주항공/UAM/드론] 스페이스X·원웹국내상륙…위성통신시장기지개켤까
●Ap위성/켄코아에어로스페이스/인텔리안테크등
https://view.asiae.co.kr/article/2023013107423237718

[특징주]컴퍼니케이,스타링크제4이통사거론..파두'글로벌탑우주기업'납품언급'강세'
https://plus.hankyung.com/apps/newsinside.view?aid=202211289399a&sns=y

과기부“‘우주항공청특별법’5월국회제출”
https://news.kbs.co.kr/news/view.do?ncd=7593541&ref=A

▶제약/바이오/건기식
[2022년1월1~31일헬스케어수출입통계잠정치]
*펩타이드등(2016.90.9099)
-4,548.5만$(+16.5%y-y,-8.2%m-m)
※러시아297.7만$(+206.3%y-y,+47.4%m-m)
-케어젠의디글루스테롤은아래펩타이드등에포함될것으로추정되며,1월부터러시아에수출되는타임라인
-펩타이드등은러시아에서증가하였으며12월200만달러에서1월300만달러수준. 디글루스테롤인지확인은어려움

한미약품신약롤론티스,美출시1분기만에1000만달러매출
https://moneys.mt.co.kr/news/mwView.php?no=2023020111481315244

'CGT·비만치료제유망…올바이오투자살아날것'
https://signalm.sedaily.com/NewsView/29LKZ7TRBS/GX11

대웅제약-메디톡스민사1심선고,내달10일로또연기
https://daily.hankooki.com/news/articleView.html?idxno=919427

▶에너지/곡물/원자재/스마트팜
[속보]OPEC+"원유생산량유지...오는4월다시논의" https://v.daum.net/v/20230201225204944

‘4달째↑’국제금값,2천달러눈앞…‘역대최고가’경신할까?
https://www.ftoday.co.kr/news/articleView.html?idxno=249671

▶건설/기계/항공/육운/해운운임



▶정유/화학/타이어/조선/철강

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