3월20일 오후장 특징주

💌 3월20일 오후장 특징주

■ 감사보고서 제출
(태영건설, 티와이홀딩스, 엑시큐어하이트론

▷태영건설, 관리종목지정해제, 감사보고서 제출 (전일시외상승 = 반짝 상승 확률)
▷티와이홀딩스, 자회사 태영건설 감사보고서 제출(자회사의 주요경영사항) (전일시외상승 = 반짝 상승 확률)
▷엑시큐어하이트론(동전주), 감사보고서 제출 (전일시외상승 = 반짝 상승 확률)

■ 화장품 관련주 상승 이유 : 5월 한한령 해제 기대감 지속
(모아라이프플러스, 제이투케이바이오, 펌텍코리아, 실리콘투, 메디포스트, 토니모리, 에이피알, 한국화장품제조 외)

▷모아라이프플러스, 144억원 규모 화장품원료 공급계약
▷펌텍코리아, K-뷰티 수혜… 올해 영업익 17% 뛴다
https://www.moneys.co.kr/article/2025032008250279007
5000개 화장품용기 IP로 'K-뷰티' 트렌드 수혜
https://www.hankyung.com/article/2025032058576
KB證 “K-뷰티 인디브랜드 성장… 용기·튜브 제공하는 펌텍코리아도 수혜”
https://cafe.naver.com/sscena 
https://biz.chosun.com/stock/stock_general/2025/03/20/JXUHWMQO2NA4PJ7JRYKDL4QXOM/?utm_source=naver&utm_medium=original&utm_campaign=biz
▷에이피알, 美 뉴욕 타임스퀘어와 LA 중심가 전광판에 ‘메디큐브’ 장식해
https://www.kdfnews.com/news/articleView.html?idxno=152300
비욘세 메이크업 아티스트, 에이피알과 손 잡았다
https://instagram.com/happy_scenario 
https://n.news.naver.com/article/011/0004463204?sid=101

■ 2차전지 관련주 상승 이유 : SK온, 닛산과 전기차용 배터리 공급계약 체결 및 테슬라(+4.68%) 주가 상승 영향
https://n.news.naver.com/mnews/article/011/0004463299?sid=101
(성우, 나인테크, 피아이이, 피노)

▷성우, LG에너지솔루션 수조원대 美 대형 수주...'단독 부품 공급사'로 최대 수혜 기대
https://n.news.naver.com/mnews/article/417/0001065094?rc=N&ntype=RANKING&sid=001
▷꿈의 신소재 '맥신' 대량 생산 눈앞…나인테크, 차세대 배터리 혁명 주도 https://www.asiae.co.kr/article/2025032012084259991
▷피아이이, SK온 15조 배터리 납품 '잭팟'…AI 기반 이차전지 '핵심 솔루션' 공급 '부각'
https://www.newsprime.co.kr/news/article/?no=679466
https://han.gl/NdZLM
▷피노, 매출 300% 공급계약 체결 소식
https://www.edaily.co.kr/News/Read?newsId=02050006642105288&mediaCodeNo=257&OutLnkChk=Y

■ 제약/의료기기 관련주 상승 이유 : K바이오, 연초 잇단 '대형계약'…올해 기술수출 흥행하나 (3/19 뉴스)
(클리노믹스, 앱클론, 노을, 유한양행)

▷클리노믹스, 자산 매각 이어 자금조달 "사업 개편 목적 구조조정"
https://news.mt.co.kr/mtview.php?no=2025032007565115527
▷앱클론, HER2 mAb 미FDA 희귀의약품 지정...위암 게임체인저 부각↑
https://www.globalepic.co.kr/view.php?ud=202503201052278060abe7dc9896_29
▷노을, 중앙 아메키라 6개국에 마이랩 공급ㆍ독점 판매권 부여 계약 체결
https://www.financialpost.co.kr/news/articleView.html?idxno=222615
엔비디아와 전세계최초 '마이랩' 기술 초록 발표 "글로벌 기업과 파트너십 논의 (3/19 뉴스)
▷유한양행, 폐암 치료 새로 쓴다 "절반 이상 환자 생존"
3월 유럽폐암학회 초록 공개, 전체생존기간 중앙값 더 길어질 전망
https://www.thebell.co.kr/free/content/ArticleView.asp?key=202503201059390400104761&lcode=00&page=1&svccode=00

■ 퓨리오사AI 관련주 상승 이유 : 美 메타의 퓨리오사AI '1조 딜'…韓정부 '국가전략기술' 심사 돌입
(퓨리오사AI와 미국 빅테크 메타 간 인수합병(M&A) 거래를 심사) (전일시외상승 = 반짝 상승 확률)
https://www.sedaily.com/NewsView/2GQB1YU7TX
http://t.me/happyscena 
(DSC인베스트먼트, 포바이포, TS인베스트먼트, 엑스페릭스, 팬스타엔터프라이즈, 토마토시스템 외)

■ 개별테마

▷티엑스알로보틱스, 코스닥 상장, ‘로봇자동화시대’ 삼성전자가 선택한 AMR 기업
삼성전자와 로봇자동화 협력, 국내 유일 기술 부각 '강세’
▷한텍, 코스닥 상장, '화공기기 기업' 
▷딥마인드, ETRI 드론 양자암호 추가 기술이전…국방 드론 시장 '선도'
https://www.newsprime.co.kr/news/article/?no=679457
▷시노펙스, 국산화 혈액여과기 첫 수출 MOU 체결…120조 시장 공략
https://www.fnnews.com/news/202503200859165755
'국내최초' 인공신장기용 혈액여과기 임상시험 성공…59년 만에 쾌커 (3/7 뉴스)
▷엣지파운드리, EU "한국과 협력하며 재무장할 것" 한화와 시너지 기대감 (전일시외상승 = 반짝 상승 확률)
https://www.widedaily.com/news/articleView.html?idxno=262832
▷레뷰코퍼레이션, 키움-한투파PE, 레뷰코퍼레이션 매각 시동
https://n.news.naver.com/mnews/article/009/0005461657

더보기 - t.me/happyscena