4월5일 오전장 특징주

💌 4월5일 오전장 특징주

■ 전력설비 관련주 상승 이유 : 美 전력망 50% 교체주기 도래…859조 노다지 '잭팟'
전선 관련 株, 구리 가격 상승·수요 증가 전망에 강세
(대원전선, 가온전선, 대한전선, 세명전기, LS마린솔루션, 제룡산업, LS ELECTRIC, 일진전기 외)

■ 석유 관련주 상승 이유 : 중동 정세 불안에 국제유가 고공행진…브렌트유 90달러 돌파
https://v.daum.net/v/20240405043717750
'90달러 눈앞’ 유가 상승 올라탄 정유사… "실적 개선" 기대
https://n.news.naver.com/mnews/article/014/0005167165
(중앙에너비스, 흥구석유, 한국ANKOR유전, 한국석유, SH에너지화학, 지에스이, 극동유화 외)

■ 제약/진단키트 관련주 상승 이유 : 개별강세
(카이노스메드, 브릿지바이오테라퓨틱스, 네이처셀, 아이엠비디엑스, 메이슨캐피탈, 지노믹트리)

▷카이노스메드, 파킨슨병 치료제 ‘KM-819’ 조기 라이선스 아웃 추진
'KM-819' 미국 임상 2상 중간 결과 데이터로 조기 라이센스 아웃 추진 중
https://www.pharmnews.com/news/articleView.html?idxno=242217
▷브릿지바이오테라퓨틱스, BBT-877 가치 회복 기대"
임상 2상서 약물 유효성·안전성 입증…연내 기술이전 계약 체결 목표
https://www.medipana.com/article/view.php?news_idx=324925&sch_cate=D
▷네이처셀, 퇴행성관절염 줄기세포치료제 '조인트스템' 미국임상 2b/3a상 실시기관 한국 추가 속 상승
https://cafe.naver.com/sscena 
▷아이엠비디엑스, 국내 최초 유일 0.001% 극미세 잔존암 탐지 플랫폼 부각 '강세’
https://instagram.com/happy_scenario 
▷지노믹트리, '폐암 조기진단 체외진단법', 성능개선 결과 SCI급 논문에 발표
https://www.fnnews.com/news/202404050947062732
▷메이슨캐피탈, AR1001 경구용 치매 치료제 조단위 추가 기술수출 눈앞에.. 350억 투자 '부각'

■ 유리기판 관련주 상승 이유 : AI 확산에 달려 나가는 유리 기판株
https://n.news.naver.com/mnews/article/277/0005401999
(HB테크놀러지, 와이씨켐, 필옵틱스, 케이엔제이, 야스, 제이앤티씨, SKC, 에프엔에스테크 외)

▷HB테크놀러지, 유리기판 공급으로 25년부터 본격 성장 분석의견
https://view.asiae.co.kr/article/2024040507551460417
▷와이씨켐, 반도체 유리 기판 소재 3종 양산 테스트 진행 모멘텀 지속 등에 상한가 (4/4 뉴스)
▷케이엔제이, 차세대 핵심 '유리기판' 삼성과 공동 특허 '↑'
https://www.inews24.com/view/1705287
▷야스, 유리기판 특허 보유 부각
http://t.me/happyscena 
▷SKC, AI 시대 '삼성전기'와 'SKC'가 뜨는 이유
‘유리기판’ 주요 성장 동력으로 부상
https://www.megaeconomy.co.kr/news/newsview.php?ncode=1065565921860890
▷에프엔에스테크, 유리기판 공급망 진입 기대…식각 공정 기술 개발중 (전일시외상승 = 반짝 상승 확률)

■ 반도체 관련주 상승 이유 : 투자업계 "대만 강진으로 세계 첨단반도체 공급 차질 가능성"
https://www.yna.co.kr/view/AKR20240404054200009?input=1195m
대만 지진에 멈춰선 D램 공장…"2분기 가격 10% 이상 뛸 수도"
https://n.news.naver.com/mnews/article/015/0004968998?lfrom=cafe
(HB테크놀러지, 와이씨켐, 램테크놀러지, 에스피소프트, 파두, 에프에스티, ISC 외)

▷파두, AI 데이터센터 SSD 수요 폭발에 CXL 기술까지 부각 (4/2 뉴스)

■ 개별테마

▷스튜디오미르, 무상증자 권리락 효과에 강세
▷영림원소프트랩, MS 손잡고 기업 성장 가속화 위한 노하우 공유
'기업성장 위한 AI·SaaS 플랫폼 활용 전략' 공동 세미나 성료…"업계 성장 기회 마련할 것"
https://v.daum.net/v/20240405085840421
▷코리아에프티, 하이브리드 차량 판매 강세 지속에 따른 수혜 기대감
https://www.youtube.com/@HappyEnding. 
▷누리플렉스, 파라과이 AMI 공장 설립 추진…산업통상부 회동
https://www.theguru.co.kr/mobile/article.html?no=69104
▷코츠테크놀로지, “K-방산 수출 금융 태부족”… 방산업계, 수은 출자액 연 4兆 요구에 기재부 ‘고심’
https://biz.chosun.com/policy/policy_sub/2024/04/04/TZJ6IZTGMRBXTHY6TVGRVC4RXQ/?utm_source=naver&utm_medium=original&utm_campaign=biz

더보기 - t.me/happyscena