8월16일 오전장 특징주

💌 8월16일 오전장 특징주

■ 두창 관련주 상승 이유 : WHO, 엠폭스 전염에 세계 공중보건비상사태 선언
https://n.news.naver.com/article/003/0012729866?sid=104
스웨덴서 엠폭스 환자 발생…아프리카 이외 지역 첫 감염 사례
https://stockinfo7.com/news/pick/url/5523919
(케스피온, 미코바이오메드, 녹십자엠에스, 제놀루션, 진매트릭스, 피씨엘, 오상자이엘, 세니젠, 오상헬스케어, 랩지노믹스, 엑세스바이오 외)

▷미코바이오메드, 원숭이두창 확산 가능성에 ‘국내 최초’ 기술력 부각
https://www.widedaily.com/news/articleView.html?idxno=242631
▷제놀루션, 코로나19로 3만6408% 영업익 폭증...엠폭스 핵산 추출 키트 개발 성공
https://www.globalepic.co.kr/view.php?ud=202408161018091803abe7dc9896_29#google_vignette
https://han.gl/NdZLM
▷피씨엘, WHO 원숭이두창 보건비상사태선언...세계최초 기술력 부각
https://www.widedaily.com/news/articleView.html?idxno=242657
▷오상헬스케어, WHO '원숭이 두창' 전세계 확산 비상사태 선언…진단키트 MPXV 브라질 최초 판매허가↑
https://www.financialpost.co.kr/news/articleView.html?idxno=211235

■ 진단키트/코로나/마스크 관련주 상승 이유 : 코로나 입원 1357명 '올해 최다'…질병청 "마스크 착용 권고"
https://n.news.naver.com/mnews/article/421/0007731831?sid=105
8월2주 코로나 입원 1357명 '올해 최다'…치료제·병상 확보 나서
https://n.news.naver.com/mnews/article/421/0007731383
https://cafe.naver.com/sscena 

-진단키트 관련주 (미코바이오메드, 녹십자엠에스, 젠큐릭스, 피씨엘, 진매트릭스, 오상자이엘, 랩지노믹스, 오상헬스케어, 미코 외)
▷젠큐릭스, 디지털 폐암 패널 검사 '180여개 돌연변이 진단' 국제 학회 '증명'…"기존 진단법 대체"
https://www.newsprime.co.kr/news/article/?no=651015

-코로나 관련주 (우정바이오, 셀리드, GH신소재 외)
▷셀리드, 코로나19 재확산에 따른 화이자 팍스로비드 등 치료제 품귀 우려 등에 코로나19 테마 상승 속 상한가 (8/14 뉴스)
코로나19 백신에 적용된 독자적 아데노바이러스 벡터 플랫폼 기술 관련 中·日 특허 등록 결정 소식에 상한가 (8/9 뉴스)
▷GH신소재 상승 이유 : 2분기 실적 발표, 연결기준 매출액 232.35억원(전년동기대비 +8.39%), 영업이익 30.27억원(전년동기대비 +5,835.29%) (전일시외상승 = 반짝 상승 확률)

-마스크 관련주 상승 이유 : 찜통 더위 속 코로나 기승…"실내 마스크 강력 권고"
https://n.news.naver.com/mnews/article/422/0000676717?sid=101
(모나리자, 케이엠, 웰크론, 깨끗한나라 외)

■ 화장품 관련주 상승 이유 : 버핏의 버크셔, 애플 팔고 화장품·항공부품株 샀다
https://m.sedaily.com/NewsView/2DD0ZNKDTD
"K뷰티 인기 폭발"...해외 브랜드도 '메이드 인 코리아' 찾는다
https://m.mt.co.kr/renew/view.html?no=2024081415295476791&NFM
(한국화장품제조, 한국화장품, 삐아, 마녀공장, 뷰티스킨, 코리아나, 세화피앤씨, 토니모리, 스킨앤스킨, 선진뷰티사이언스, 실리콘투, 브이티, 잇츠한불 외)

▷한국화장품제조, 2분기 실적 발표, 별도기준 매출액 481.14억원(전년동기대비 +73.25%), 영업이익 89.48억원(전년동기대비 +255.22%) (전일시외상승 = 반짝 상승 확률)
▷마녀공장, '투자의 귀재' 워렌 버핏 '美 최대 뷰티멀티샵 얼타' 지분투자 소식에…美 전역 얼타입점 ↑
https://instagram.com/happy_scenario 
▷세화피앤씨, 미국·영국 TV홈쇼핑 공략…한정판 에디션으로 3.5억 시청자 사로잡는다
https://www.widedaily.com/news/articleView.html?idxno=242585
▷‘실리콘투, 2분기 역대 분기 최대 실적 K뷰티 글로벌 선도…목표가 7만원 간다’
https://www.etoday.co.kr/news/view/2391061

■ 배터리관리시스템(BMS) 관련주 상승 이유 : 현대차그룹 모든 전기차에 화재 방지 BMS 적용한다
https://www.mk.co.kr/news/business/11093684
“안전 신기술 개발 매진”..현대차·기아, 전기차 배터리 안전 기술 BMS 선봬
http://kpenews.com/View.aspx?No=3334876
(덕양산업, 삼보모터스, 아모그린텍 외)

▷덕양산업, 현대차그룹 모든 전기차에 화재 방지 BMS 적용..핵심 부품 조단위 계약 공식 협력사 부각
http://t.me/happyscena 
▷삼보모터스, 정부 BMS 전기차 안전 기준 포함 검토.. BMS 독자 개발 부각 강세 (8/14 뉴스)
▷아모그린텍, 정부 BMS 전기차 안전기준 포함… 테슬라에 BMS 납품 부각 (8/14 뉴스)

■ 안티몬 관련주 상승 이유 : 중국, 9월15일부터 배터리 핵심 원료 '안티몬' 수출통제
https://n.news.naver.com/mnews/article/079/0003928407?sid=104
(케이피에스, 그린리소스, DS단석)

▷케이피에스, 中 배터리 원료 '안티몬' 수출통제 소식에 반사이익 기대감…안티몬 리사이클링↑
▷그린리소스, 中 배터리 원료 안티몬 수출 통제…공급 부각↑

■ 로봇 관련주 상승 이유 : BMW 그룹, 인간형 로봇 시험 운영…"로봇이 부품 정확하게 옮겨"
https://n.news.naver.com/mnews/article/018/0005812158?sid=103
(에스비비테크, 이랜시스 외)

▷에스비비테크, 삼성전자 웨어러블 로봇 '봇핏' 9월초 출시
삼성전자 웨어러블 로봇 '봇핏' 상용화…봇핏 감속기 공급사↑(8/14 뉴스)

■ 개별테마

▷모바일 플랫폼 소프트웨어 전문기업, 유라클, '삼수' 끝 16일 코스닥 입성… "글로벌 시장 도약"
▷KBI메탈, 역대최대 상반기 영업이익 달성 (전일시외상승 = 반짝 상승 확률)
https://n.news.naver.com/article/009/0005350279
▷엔켐, 2분기 매출 성장·흑자 기록…"글로벌 캐즘 우려 속 선방"
https://www.widedaily.com/news/articleView.html?idxno=242671

더보기 - t.me/happyscena