3월20일 오전장 특징주

💌 3월20일 오전장 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

■ 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)

■ 2차전지 관련주 상승 이유 : SK온, 일본차 뚫었다…닛산에 15조 배터리 공급 소식 영향
https://n.news.naver.com/mnews/article/011/0004463299?sid=101
(피아이이, 피노)

▷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

■ 개별테마

▷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