25/01/21 핵심뉴스 및 관련종목

SK하이닉스 23일 실적 발표...역대급 영업익 '8조' 기대
TSMC "작년에 이미 보조금 일부 받아...트럼프 집권해도 반도체법 지원 계속될 것"
-제주반도체, 쿼리타스반도체, 인텍플러스, 미래반도체, 한미반도체, 와이씨, 피에스케이홀딩스

티웨이항공 경영권 분쟁 시작... 대명소노, 경영개선 요구서 발송
-티웨이홀딩스, 티웨이항공, 예림당, 대명소노시즌

뇌 수술용 로봇 FDA 승인...고영 "17조 세계 시장 공략" 워싱턴 대신 베이징 찾은 젠슨 황...中 차세대 휴머노이드 기업 챙겨
-고영, 큐렉소, 더블유에스아이, 레인보우로보틱스, 로보 티즈, 하이젠알앤엠, 뉴로메카, 클로봇

LIG넥스원, 해외 매출 첫 30% 돌파 전망... '비궁' 美 수출 관심
베트남에 K9 자주포 수출 임박... 공산권 국가는 처음
-한화에어로스페이스, 한화시스템, LIG넥스원, 현대로템, SNT다이내믹스, 에이치브이엠

푸틴 "축하...우크라 문제 대화에 열려 있어"
-전진건설로봇, 범양건영, 대동, 대동기어, 에스와이스틸텍, 현대에버다임, SG, 한미글로벌

<기타뉴스>
"중국산 부품탓"...현대차 3개 차종 보조금 제외
https://www.mk.co.kr/news/business/11222671

-삼성중공업 올해 첫 수주... LNG운반선 3800억 
https://www.hankyung.com/article/2025012075981

◆-티웨이항공 경영권 분쟁 시작... 대명소노, 경영개선 요구서 발송
https://biz.chosun.com/stock/stock_general/20 25/01/20/2DG22AWWQFADJP3F7BCT42C7YM/?utm_source=naver&utm_medium=original&utm_campaign=biz

▶-LG화학, 지난해 영업익 9168억원...전년比 64%↓
https://biz.chosun.com/industry/company/2025/01/20/M6KDSEQ2QVCOHPC4AZ5QEJRKXQ/?utm_source=naver&utm_medium=original&utm_campaign=biz

"기술 개발 소식 하루 만에 러브콜"... 거세지는 中의 반도체 인력 빼가기
https://biz.chosun.com/it-science/ict/2025/01/21/ZUSPPRAWQJBRRE44QAMZN7TZWM/?utm_source=naver&utm_medium=original&utm_campaign=biz

▶-LIG넥스원, 해외 매출 첫 30% 돌파 전망... '비궁' 美
수출 관심
https://biz.chosun.com/industry/company/2025/01/21/3IXFUME4VVHDZAJFDIFDR2DC2M/?utm_source=naver&utm_medium=original&utm_campaign=biz

"트럼프가 원하는 K군함 ... 방산주 상승 초입"
https://www.mk.co.kr/news/stock/11222656

-베트남에 K9 자주포 수출 임박... 공산권 국가는 처음 
https://biz.chosun.com/industry/company/2025/01/20/J64P62GHGZFZ5PHKBK6EPTPZG4/?utm_source=naver&utm_medium=original&utm_campaign=biz

▶-대형 디스플레이에 '맞춤형 광고' 척척 
https://www.mk.co.kr/news/business/11222675

◆-배터리·철강·정유 흐림... 조선·자동차·기계 맑음 상의,고환율 영향 기상도
https://www.mk.co.kr/news/economy/11222677

-LG CNS, 물류로봇사업 도전장
https://www.hankyung.com/article/2025012081471

-뇌 수술용 로봇 FDA 승인... 고영 "17조 세계 시장 공
략"
https://www.hankyung.com/article/2025012081531

▶-선진뷰티사이언스 "에스티로더 협력사 등록...화장품ODM 사업 속도"
https://www.hankyung.com/article/2025012081511

▶연 10조 美시밀러 시장서 앞서간 삼성에피스 
https://www.hankyung.com/article/202501208
1581
▶-유방암 ADC 신약 美서 시판 허가...차세대 표적항암제
경쟁 본격화
https://www.hankyung.com/article/2025012081571

-우크라 농업 재건 지원 대동, 트랙터 수출 개시 
https://www.mk.co.kr/news/business/11222582

-"트럼프가 원하는 K군함 ... 방산주 상승 초입" 
https://www.mk.co.kr/news/stock/11222656

▶-모니터랩 'AI랩스' 핵심 기술 日서 특허 등록 
http://www.itdaily.kr/news/articleView.html?idxno=230504

▶-2기 트럼프, 또 파격적 대북 접근 나설까 
https://imnews.imbc.com/replay/2025/nwtoda y/article/6679157 36807.html

▶윤 대통령 21일 탄핵심판 직접 출석...역대 대통령 처음 
https://www.yna.co.kr/view/AKR20250120156552004?input=1195m

▶'법원 난동' 현행범 절반이 2030 ... 헌재에도 테러 공포덮쳤다
https://www.mk.co.kr/news/society/11222769

◆-은행장 만난 이재명 "서민·소상공인의 희망되는 역할해야"
https://news.einfomax.co.kr/news/articleView.html?idxno=4340487

◆-정권연장 48.6%·정권교체 46.2%... 한달 만에 결과뒤집혀
https://www.fnnews.com/news/202501202128246535


<해외뉴스>
■- Martin Luther King, Jr. Day로 휴장
https://n.news.naver.com/article/015/0005084732
유럽증시, 영국(+0.18%), 독일(+0.42%), 프랑스
(+0.31%)

-돌아온 트럼프, 47대 대통령 취임..."미국우선주의"재선포
https://imnews.imbc.com/news/2025/world/article/6679134_36725.html

트럼프 "외국에 관세 부과할 것...국가 에너지 비상사태 선포"
https://news.einfomax.co.kr/news/articleView.html?idxno=4340509

-달러인덱스, '트럼프 첫날 관세조치 없다' 소식에 108까지 급락
https://news.einfomax.co.kr/news/articleView.html?idxno=4340504

◆-트럼프 "남부국경 비상사태 선포...軍 주둔시켜 불법입국자 구금"
https://www.yna.co.kr/view/AKR20250121004800071?input=1195m

'마가 축제장'으로 변한 美 수도..."4년을 기다렸다" 
https://www.yna.co.kr/view/AKR20250121003300071?input=1195m

◆-푸틴 "축하...우크라 문제 대화에 열려 있어" 
https://www.yna.co.kr/view/AKR20250121000451080?input=1195m

▶-트럼프 대통령 "수천개 공장 美로 가져올 것"
https://www.hankyung.com/article/2025012082681

"패키징부터 광 반도체까지"... 트럼프 취임식 대 첨단신 TSMC와 협력 챙긴 젠슨 황
https://biz.chosun.com/it-science/ict/2025/01/20/OROYW52YHBHRRMPCLKKUWFL45U/?utm_source=naver&utm_medium=original&utm_campaign=biz

틱톡 재개.애플도 투자 약속...'트럼프 효과' 이미 시작됐다
https://www.mk.co.kr/news/it/11222659

-TSMC "칩스법 지원 계속될 것"
https://www.hankyung.com/article/2025012082011

-트럼프 취임식 연설서 비트코인 언급 안해...2% 하락 
https://www.news1.kr/world/usa-canada/5667212

▶-체코, 2040년까지 원전 비중 68%로 확대...EU에 개정안 제출
https://www.apnews.kr/news/articleView.html?idxno=3030172

-워싱턴 대신 베이징 찾은 젠슨 황... 中 차세대 휴머노이드기업 챙겨
https://v.daum.net/v/20250120134324395