![[특징주]Volkswagen’s battery weakened for 3 days in a row due to bad news](https://newsimg.sedaily.com/2021/03/17/22JUD8XKUT_1.jpg "[특징주]Volkswagen’s battery weakened for 3 days in a row due to bad news")
LG Chem, 7% on the previous day and 2% on the same day
Samsung SDI and SK Inno are also on the decline
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Due to the bad news of Volkswagen, the stock prices of three domestic secondary battery companies are being adjusted every day. This is because Volkswagen has declared its rechargeable battery self-sufficiency and announced plans to install mainly prismatic batteries with a low proportion in Korea, and the domestic rechargeable battery industry is expected to suffer a hit.
As of 9:37 am on the 17th, in the stock market Samsung SDI (006400)It is trading at 661,000 won, down 2.79% from the previous trading day. LG Chem (051910)It is trading at 868,000 won, down 2.58% from the previous trading day. LG Chem has been weak for the second day following a 7.76% decline the previous day. SK innovation (096770)Is falling 0.70%.
On the 15th, Volkswagen announced plans to increase the proportion of standardized prismatic cells by 2030 at a conference to share battery strategies and reduce costs by internalizing battery factories. Accordingly, it is interpreted that the share price of domestic battery companies with a low proportion of square types is continuing.
Song Seon-jae, a researcher at Hana Financial Investment, predicted that “the issue of internalization of Volkswagen is bound to be negative for the battery industry.” He added, “However, considering that the reason for internalization is the rapid growth of demand, it will not be a rapid de-rating.”
Some analyzes suggest that there will be a limit to the strength of the adjustment. Baek Young-chan, a researcher at KB Securities, said, “However, there is still time to prepare, so we must be wary of excessive concerns.” I can,” he analyzed.
/ Reporter Shin Hanna [email protected]
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