ESS가 주가 바꾼다...삼성SDI 반등 근거 공개ㅣ이재규 SK증권 경인지점 차장ㅣ김치형 앵커

📺 Opening Market Part 2 (10:00–11:30) July 16, 2026 Amidst continuing market volatility, we reviewed investment points for the second half of the year, focusing on Samsung SDI and Hanmi Pharmaceutical. We have summarized the key points that investors must check right now, ranging from ESS growth and benefits from AI data centers, changes in the battery industry following the EV chasm, to Hanmi Pharmaceutical's obesity treatments and new drug momentum. 🔥 Key Points of This Video ✅ Samsung SDI, Has the Bottom Passed? Expectations of a turnaround to profitability in the second half Potential for an earnings turnaround Intensive monitoring of whether the bottom has been passed ✅ ESS as a new growth axis Expansion of investment in AI data centers Continuous increase in ESS revenue share Expectations of improved factory utilization rates ✅ Strategy after the EV Chasm Slowing EV growth is a burden Shift in business structure to be ESS-centric Potential for improved battery profitability ✅ Samsung SDI Investment Points Benefits from ESS for AI data centers Expectations for US AMPC tax credits Mid-to-long-term earnings improvement outlook ✅ Hanmi Pharmaceutical Earnings Momentum Reflection of technology transfer advance payments Expectations for Q2 earnings improvement Potential for additional growth in the second half ✅ Expectations for obesity treatments Focus on GLP-1 pipeline Increased expectations for new drug launches Mid-to-long-term revenue growth outlook ✅ New drug development momentum Competitiveness of GLP-2 platform technology Clinical trials for MASH treatment underway Expectations for revaluation of global technology value ✅ What is the current investment strategy? Approach Focused on Companies with Improved Earnings Checking for Breakouts Checking Both Momentum and Growth Potential #SamsungSDI #HanmiPharmaceutical #ESS #SecondaryBattery #Battery #EV #EVChasm #AI #DataCenter #AIDataCenter #GLP1 #GLP2 #ObesityTreatment #MASH #NewDrug #TechnologyTransfer #AMPC #TaxCredit #Stocks #DomesticStockMarket #KOSPI #StockMarket #StockMarketOutlook #StockOutlook #InvestmentStrategy #GrowthStocks #Earnings #Turnaround #PharmaceuticalsBio #BatteryStocks #ESSMarket #AIBeneficiary #DataCenterBeneficiary #SamsungSDIEview #HanmiPharmaceuticalOutlook #StockInvestment #Economy #WealthManagement #TheStock #ReporterKimChiHyung ────────────────────────── 🎬 Production Team PD: Park Pyung-won AD: Park Yul-chae FD: Lee Su-bin, Oh Chang-hwa, Kang Baek-ho