파이낸셜 이코노미

현대차, 리튬 가격 약세에 中 리튬 업체들과 장기 공급계약 “쌀 때 사두자”

현대차, 리튬 가격 약세에 中 리튬 업체들과 장기 공급계약 “쌀 때 사두자”

中 간펑리튬과 4년간 배터리 주원료인 ‘수산화리튬’ 직접 공급받기로 앞서 ‘성신리튬에너지’와도 공급계약 체결, 리튬 가격 하락 영향도 일조 리튬 가격, 전기차 시장 둔화 우려에 지난해 초 대비 80% 이상 폭락 현대자동차가 중국 수산화리튬 생산 업체들과 4년간 리튬 공급계약을 체결했다. 최근까지 리튬 가격 약세가 지속된 영향이다. 2022년 정점을 찍었던 리튬 가격은 지난해 단기 공급 과잉과 공급 부족…

Is the real estate crisis spreading into an economic downturn as the housing market in China’s major cities freezes amid a ‘transaction cliff’?

Is the real estate crisis spreading into an economic downturn as the housing market in China’s major cities freezes amid a ‘transaction cliff’?

Prices of built-up homes in 67 out of 70 major cities across the country fell from a year ago The recession is spreading to second-tier cities such as Nanjing, Shenyang, and Chongqing, and local areas are on the verge of population extinction The decline in the real estate market is expected to continue this year,…

Macy’s, which was struggling after being “lost by Amazon,” shows signs of selling and even carries out a large-scale restructuring

Macy’s, which was struggling after being “lost by Amazon,” shows signs of selling and even carries out a large-scale restructuring

Macy’s, America’s largest department store chain, lays off 3.5% of its employees Due to strong demand for acquisitions aimed at real estate profits, has the company decided to downsize before selling? Customers left after the pandemic, decline of the offline distribution industry As the dark cloud over the offline distribution industry deepens, the decline of…

“US consumption still strong” Frozen New York stock market, policy of March interest rate cut back?

“US consumption still strong” Frozen New York stock market, policy of March interest rate cut back?

On the 17th, the New York stock market fell all at once, and the 10-year U.S. Treasury yield reached its highest in five weeks Consumption indicators exceeded expectations and the influence of hawkish remarks by Federal Reserve members the previous day However, the probability of a March cut in the interest rate futures market is…

‘Hyundai Motor Group’, which ranked 2023rd in global sales in 3, must also increase its share of ‘eco-friendly cars’, a future food source

‘Hyundai Motor Group’, which ranked 2023rd in global sales in 3, must also increase its share of ‘eco-friendly cars’, a future food source

Last year, global sales amounted to 7,302,451 units, up 6.7% from the previous year Last year, when there were no supply chain issues, sales were boosted solely through product quality However, the sales volume of the eco-friendly car business ranks 7th globally, and the company has decided to focus more on targeting emerging markets Hyundai…

韓 부채 비율, 공무원·군인연금 충당부채 포함하면 ‘남미 개도국’보다 높아

韓 부채 비율, 공무원·군인연금 충당부채 포함하면 ‘남미 개도국’보다 높아

한국 GDP 대비 일반정부부채 비율, 공무원연금 충당부채 포함 시 ‘110.6%’ 반면 정부 공식 통계 부채는 53.5%, 국민연금 보유 국공채 ‘내부거래’로 제외된 탓 이미 국가채무비율 증가 속도 세계 5위, ‘재정 준칙 법제화 추진’ 등 개혁 서둘러야 우리나라 정부 부채 비율이 공적연금 충당부채를 포함할 경우 남미 개도국인 콜롬비아보다도 높다는 주장이 나왔다. 국내 주요 투자자인 국민연금이 보유한 국내…

China’s BYD discontinues production of ‘pouch-type batteries’, taking advantage of the trend of form factor diversification?

China’s BYD discontinues production of ‘pouch-type batteries’, taking advantage of the trend of form factor diversification?

The battery installed in BYD hybrid vehicles is completely replaced with a square type The form factor with the highest percentage of use is square, but recently cylindrical is also attracting attention SK On, Samsung SDI, Volkswagen, etc. are making every effort to diversify their battery portfolio Chinese electric vehicle company BYD will stop producing…

“Capture the votes of 1,400 million individual investors” Capital market advancement fading amid a flurry of general election pledges

“Capture the votes of 1,400 million individual investors” Capital market advancement fading amid a flurry of general election pledges

Political pledges target minority shareholders, which have increased by nearly 2.5 times compared to before COVID-19 A representative example is the pledge to revise the Commercial Act to be shareholder-friendly After the election, there should not be a patronizing policy of ‘I don’t know’, as it may limit the growth of the capital market Ahead…

Negative interest rates continue to increase at commercial banks. Will refinancing loans accelerate the virtuous cycle in the market?

Negative interest rates continue to increase at commercial banks. Will refinancing loans accelerate the virtuous cycle in the market?

Bank bond interest rates-Cofix continues to fall ‘At-a-glance interest rate comparison’ encourages competition Blocking illegal activities such as phishing impersonating a bank is a task Interest rate cuts by commercial banks have gained momentum. This is as competition among banks to attract demand for mortgage replacement is intensifying following the reduction of the financing cost…

Fed hawk members who directly refute the ‘March interest rate cut theory’, “We are concerned about sticky inflation”

Fed hawk members who directly refute the ‘March interest rate cut theory’, “We are concerned about sticky inflation”

Waller “If interest rates are lowered too early, the worst-case scenario could be a resumption of rising prices” Governor Rafael “Inflation must clearly fall to the Fed’s target of 2%” However, the probability of an early cut in the U.S. interest rate futures market in March still exceeds 3% Representative hawkish figures from the U.S….

Hyundai Motor Company sells its Chongqing, China plant at half price, going ‘all in’ with luxury strategy

Hyundai Motor Company sells its Chongqing, China plant at half price, going ‘all in’ with luxury strategy

Sale amount KRW 6,800 billion → KRW 2,990 billion Two operating factories, Beijing 2nd and 3rd factories, remain Market share in the 2% range, aiming for a turnaround through luxury Beijing Hyundai, Hyundai Motor Group’s Chinese joint venture, sold its Chongqing plant for approximately 3,000 billion won. This is the second Chinese factory sale following…

‘도이치 옵션 쇼크’ 前 임원 1인 무죄 확정, 주범은 여전히 ‘감감무소식’

‘도이치 옵션 쇼크’ 前 임원 1인 무죄 확정, 주범은 여전히 ‘감감무소식’

한국도이치증권 전 임원 박씨, ‘옵션 쇼크’ 가담 혐의 벗었다 2심 “죄 입증 어려워” 무죄 판결, 대법원도 원심 판결 확정 재판 피하는 외국인 주범들, 13년째 신병 확보·송환 실패 2010년 ‘도이치 옵션 쇼크’에 가담한 혐의로 재판에 회부된 한국도이치증권 전 임원의 무죄가 확정됐다. 사건 발생 이후 13년 만이다. 17일 법조계에 따르면, 대법원 2부(주심 천대엽 대법관)는 자본시장과 금융투자업에 관한…

Lotte Chemical, covered in risks, is the ‘best M&A’ LCPL is also facing the ‘Nakdong River duck egg’

Lotte Chemical, covered in risks, is the ‘best M&A’ LCPL is also facing the ‘Nakdong River duck egg’

Plan to sell subsidiary in Pakistan falls through, Lotte Chemical risks ‘explode’ I dreamed of ‘business reorganization’, but the reality was not easy Lotte denies PF liquidity crisis, but it will be difficult to resolve the ‘risk’ Lotte Chemical’s plan to sell its Pakistani subsidiary, which carries out non-core businesses such as the production of…

Secondary battery-related stocks are all going downhill, but a rebound is unlikely due to the influence of Chinese batteries driven by price and performance

Secondary battery-related stocks are all going downhill, but a rebound is unlikely due to the influence of Chinese batteries driven by price and performance

LG Ensol’s target price continues to be lowered Secondary battery-related stocks all show ‘blue fire’ Korean battery global market share 6.5%p↓ Starting with LG Energy Solutions’ earnings shock, domestic secondary battery-related stocks began to decline one after another. While the securities market predicts that this trend will continue for the time being, they also put…

“Breaking down the boundary between food and bio” Orion Group acquires K-Bio’s first generation ‘LegoChemBio’

“Breaking down the boundary between food and bio” Orion Group acquires K-Bio’s first generation ‘LegoChemBio’

Orion plans to secure a 25.73% stake in LegoChem, with a total investment cost of 547.5 billion won ‘LegoChem CEO Kim Yong-joo’ retains his position as CEO, speeding up development of existing new drugs However, the stock price fell sharply on the first day of the acquisition announcement due to the possibility of a ‘downward…

Falling profitability and being defeated by China, ‘former No. 1’ Tesla faces difficult times

Falling profitability and being defeated by China, ‘former No. 1’ Tesla faces difficult times

Tesla’s stock price fell 11% this year alone, facing a crisis With worsening profitability and logistics risks, investors are turning their backs on the double negative factors Chinese electric vehicles, led by BYD, lost ‘world’s first place’ The stock price of Tesla, an American electric vehicle company, has fallen significantly this year. On the 12th (local…

Will the wind of layoffs that has been blowing since the beginning of the year become a reality for AI-enabled job encroachment?

Will the wind of layoffs that has been blowing since the beginning of the year become a reality for AI-enabled job encroachment?

Google announces hundreds of layoffs this year, following 10,000 layoffs last year Google employees fiercely criticize “management’s tyranny, extremely inhumane” Ahead of the AI ​​era, tech companies are laying off workers, and AI is replacing jobs Google and Amazon have carried out large-scale layoffs this year, following last year. Although the justification was to pursue efficiency,…

“더는 버티기 힘들다” 기업 줄도산에 예산 쇼크까지, 시름 깊어지는 미·유럽 경제

“더는 버티기 힘들다” 기업 줄도산에 예산 쇼크까지, 시름 깊어지는 미·유럽 경제

주요국 파산 기업 증가, 미국 30%↑ 프랑스 30%↑ 일본 30%↑ 급격히 오른 금리에 더해 코로나 지원금 끊기면서 좀비 기업 줄파산 독일 기업들도 속수무책으로 쓰러지는 중, 전년 대비 25% 증가 미국, 독일 등 선진국 기업들에 파산의 그림자가 드리우고 있다. 고금리와 경기 침체에 주요국 기업들은 너나 할 것 없이 줄줄이 도산하는 상황이다. 금리가 크게 오른 데다 코로나19…

Targeting everything from Tesla to BYD? Competition to secure global ‘lithium supply chain’ ignites

Targeting everything from Tesla to BYD? Competition to secure global ‘lithium supply chain’ ignites

Sigmaritium, which has secured mining capabilities in Brazil, is considering selling it due to poor performance From Tesla and Volkswagen to China’s CATL and BYD, the industry’s ‘bidding war’ Companies focusing on stabilizing the electric vehicle battery supply chain, who will be the winner? Brazilian lithium mining company ‘Sigmatium’ is attracting attention in the electric…

Financial Services Commission, which maintains its stance of not allowing domestic investment in ‘Bitcoin spot ETF’, criticizes the industry for “anachronistic judgment”

Financial Services Commission, which maintains its stance of not allowing domestic investment in ‘Bitcoin spot ETF’, criticizes the industry for “anachronistic judgment”

Domestic trading of spot ETFs and issuance by management companies may violate the Capital Markets Act Trading of existing overseas listed Bitcoin futures ETFs is possible It was also pointed out that “growth momentum is being taken away from the rapid growth of virtual assets” Financial authorities have banned both investment in Bitcoin spot ETFs…