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Tuesday, November 3, 2026

신한투자證 “포스코퓨처엠, LFP 양극재로 성장 본격화…목표가 20만원 상향”

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신한투자증권이 3일 포스코퓨처엠에 대해 양극재 판매량이 급증할 것으로 예상했다. 전기차 배터리 소재에 집중했던 사업을 에너지저장장치(ESS)용 리튬인산철(LFP) 양극재까지 확대하면서 새로운 성장 동력을 확보할 것이란 분석이다. 그러면서 투자의견 ‘매수(BUY)’를 유지하고 목표 주가를 기존 16만원에서 20만원으로 올려잡았다. 전 거래일 포스코퓨처엠 종가

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