1월24일 오전장 특징주

💌 1월24일 오전장 특징주

■ 김문수 관련주 상승 이유 : “김문수 46% vs 이재명 41%”까지…‘지지율 역전’ 가시화
https://www.seoul.co.kr/news/politics/2025/01/23/20250123500064?wlog_tag3=naver
(삼익악기, 밸로프, 평화산업, 평화홀딩스, 사조씨푸드, 스페코, 동일금속 외)

■ 로봇 관련주 상승 이유 : “휴머노이드 로봇시장 10년간 27배 규모로 클 것”
https://www.munhwa.com/news/view.html?no=2025012301071807207001
LG전자, 베어로보틱스 경영권 확보...로봇 사업 혁신 가속
https://www.pointe.co.kr/news/articleView.html?idxno=37246
(하이젠알앤엠, 인탑스, 미래컴퍼니, 로보스타, LIG넥스원, 현대로템, 알에스오토메이션 외)

▷인탑스, LG전자 ‘美 베어로보틱스’ 자회사 편입…위탁생산 독점 부각↑

■ 제약 관련주 상승 이유 : 트럼프 시대 K-바이오 향방은…"불확실성 있지만, 中 견제 수혜 기대도"
https://n.news.naver.com/mnews/article/008/0005145308?sid=101
(온코닉테라퓨틱스, 동운아나텍, 엔젠바이오, 씨어스테크놀로지, 샤페론, 에이비엘바이오, 쓰리빌리언)

▷온코닉테라퓨틱스, 신약 '자큐보정' 임상3상 성공에 글로벌 시장 진출 기대
https://www.widedaily.com/news/articleView.html?idxno=257692
▷동운아나텍, "세계 최초 침혈당측정기 상용화 임박"…동운아나텍, 올해 최대 실적 경신 예고
https://www.edaily.co.kr/News/Read?newsId=01118486642041000&mediaCodeNo=257&OutLnkChk=Y
▷엔젠바이오, 우크라이나에 NGS 암 정밀 진단 제품 첫 수출
https://www.pharmnews.com/news/articleView.html?idxno=257039
▷씨어스테크놀로지, 28조 오일머니 시장 잡는다…GAC서 AI 헬스케어 기기 공개 (1/17 뉴스)
▷샤페론, " 차세대 아토피 치료제 미국 FDA 임상 2b 파트1 성과 관심↑"
JPM서 기술이전 논의 본격화
https://www.yakup.com/news/index.html?mode=view&pmode=&cat=all&cat2=&cat3=&nid=305508&num_start=0
▷에이비엘바이오, 혈액-뇌 장벽에 쏠리는 눈…에이비엘바이오, ‘그랩바디B’ 집중
“빅파마와 1조원이상 기술수출 논의 중”
기술이전 빅딜 예고…"글로벌 빅파마도 가치 인정"
"사노피 때보다 큰 규모 기술수출 예상…'BBB 셔틀' 검증" (전일시외상승 = 반짝 상승 확률)
https://www.dailymedi.com/news/news_view.php?wr_id=921062
▷쓰리빌리언, '1.9만명 희귀질환 환자' 유전자 진단 결과 '국제학술지' 게재
https://www.newspim.com/news/view/20250124000081

■ 이재명 관련주 상승 이유 : 이재명 선거법 항소심 “2월26일 심리종결”…이르면 3월 말 선고 (전일시외상승 = 반짝 상승 확률)
https://www.hani.co.kr/arti/politics/politics_general/1179512.html
국힘 38% 민주 40%…이재명 31% 김문수 11%
https://www.nocutnews.co.kr/news/6283822?utm_source=naver&utm_medium=article&utm_campaign=20250124101052
(오리엔트정공, 디젠스, 오리엔트바이오, 다보링크, 형지I&C, 쏠리드, 성안머티리얼스 외)

■ 통신장비 관련주 상승 이유 : [트럼프 취임] '무선접속망(오픈랜)' 시장 성장 가속 기대...한국에도 기회 (1/22 뉴스)
https://n.news.naver.com/article/newspaper/030/0003277829?date=20250122
(쏠리드, 다보링크, 에이스테크, 오이솔루션, RFHIC, 머큐리, RF머트리얼즈 외)

■ 방산 관련주 상승 이유 : K-방산, UAE서 중동 붐 일으킨다
https://www.etoday.co.kr/news/view/2440431
https://cafe.naver.com/sscena 
‘IDEX 2025’, 2월17일 개최
(참여기업 : 한국항공우주, LIG넥스원, SNT모티브, 한화에어로스페이스)
중동ㆍ아프리카 최대 규모
“올해도 K-방산 성장세 지속”
(국영지앤엠, 평화산업, SNT다이내믹스, 한화에어로스페이스, LIG넥스원, 현대로템, 코츠테크놀로지 외)

▷국영지앤엠, 김경수, 본격 활동 시사…“현 상황 극복 위해 어떤 역할이든 힘 보태야” (1/23 뉴스)
https://biz.heraldcorp.com/article/10405862
111억원 규모 엔씨소프트 R&D 센터 유리공사 수주
https://www.widedaily.com/news/articleView.html?idxno=257749

■ 원전 관련주 상승 이유 : 테라파워 나트륨 원전, 美 전역 확대...HD현대·두산에너빌리티 '희소식'
https://www.theguru.co.kr/news/article.html?no=82608
(비에이치아이, 두산에너빌리티, 스페코, 지투파워, SNT에너지, 한전산업, 우진엔텍, 서전기전, 우리기술 외)

▷두산에너빌리티, 트럼프 업고 글로벌 SMR 파운드리 도약
https://han.gl/NdZLM
https://www.fnnews.com/news/202501231517354569
불확실성 소멸 강력한 호재 발생...24조원 '잭팟' 기대감
https://www.widedaily.com/news/articleView.html?idxno=257746

■ 샤오홍슈 관련주 상승 이유 : 트럼프 '틱톡 구하기', 의회서 제동 조짐…"위법 소지 있어"
https://www.newsis.com/view/NISX20250124_0003044873
https://instagram.com/happy_scenario 
(공구우먼, 바이오니아, 청담글로벌, 레뷰코퍼레이션, 마녀공장)

■ 전선 관련주 상승 이유 AI에 꽂힌 트럼프···전선·전력기기 업계 공격적 美 투자 행보
https://www.goodkyung.com/news/articleView.html?idxno=256652
(HD현대일렉트릭, 삼화전자, LS에코에너지, LS일렉트릭, 세명전기, 효성중공업 외)

■ 개별테마

▷이수페타시스, 제이오 인수 없던 일로… 유상증자 축소 (전일시외상승 = 반짝 상승 확률)
https://n.news.naver.com/mnews/article/009/0005433989?sid=101
http://t.me/happyscena 
▷손오공, 권리락
▷그린케미칼, 364조 탄소배출권...국민연금 참여 검토에 가격↑ 전망 '강세’
https://www.kmib.co.kr/article/view.asp?arcid=1737618393&code=11151100&cp=nv
▷켄코아에어로스페이스, "미국서 제품 안 만들면 관세 폭탄"…켄코아에어로, 밀려드는 수주에 증설 또 증설
https://view.asiae.co.kr/article/2025012410295205508
NASA와 스페이스X 다 잡은 켄코아…트럼프 화성 정책 美현지서 돕는다 (1/22 뉴스)

더보기 - t.me/happyscena