{"id":5920,"date":"2026-04-15T14:34:42","date_gmt":"2026-04-15T05:34:42","guid":{"rendered":"https:\/\/routiner7.com\/mil\/?p=5920"},"modified":"2026-04-17T21:06:51","modified_gmt":"2026-04-17T12:06:51","slug":"grid-transmission-supercycle","status":"publish","type":"post","link":"https:\/\/routiner7.com\/mil\/grid-transmission-supercycle\/","title":{"rendered":"\ubcc0\uc555\uae30 \ub2e4\uc74c \ub208\uc5ec\uaca8 \ubd10\uc57c\ud560 \uacf3 &#8211; \uc1a1\uc804\ub9dd \uc99d\uc124 \ud22c\uc790 \uc9c0\ub3c4 (Quanta\u00b7GE Vernova\u00b7Prysmian)"},"content":{"rendered":"<link rel=\"preconnect\" href=\"https:\/\/fonts.googleapis.com\">\n<link href=\"https:\/\/fonts.googleapis.com\/css2?family=Noto+Serif+KR:wght@400;700&#038;family=Noto+Sans+KR:wght@300;400;500;600&#038;family=DM+Serif+Display:ital@0;1&#038;family=Space+Mono:wght@400;700&#038;display=swap\" rel=\"stylesheet\">\n<script 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\ud22c\uc790\",\"description\":\"\uacc4\ud1b5 \ubcd1\ubaa9\uacfc HVDC \ud655\ub300\ub85c \uc218\ud61c\ubc1b\ub294 Quanta Services, GE Vernova, Prysmian \ubd84\uc11d\"}}<\/script><br \/>\n<script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"\uacc4\ud1b5 \ubcd1\ubaa9\uc774\ub780 \ubb34\uc5c7\uc778\uac00?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"\ubc1c\uc804\uc18c\ub098 \ub370\uc774\ud130\uc13c\ud130\ub294 \ube60\ub974\uac8c \uc9c0\uc744 \uc218 \uc788\uc9c0\ub9cc, \uc774\ub97c \uc804\ub825\ub9dd\uc5d0 \uc5f0\uacb0\ud558\ub294 \uc1a1\uc804\uc120\u00b7\ubcc0\uc804\uc18c \uc778\ud504\ub77c\ub294 \ud5c8\uac00\ubd80\ud130 \uc644\uacf5\uae4c\uc9c0 7~10\ub144\uc774 \uac78\ub9bd\ub2c8\ub2e4. \uc774 \uc18d\ub3c4 \ucc28\uc774\ub85c \uc774\ubbf8 \uc9c0\uc5b4\uc9c4 \ubc1c\uc804 \uc124\ube44\uac00 \uacc4\ud1b5\uc5d0 \uc5f0\uacb0\ub418\uc9c0 \ubabb\ud55c \ucc44 \ub300\uae30\ud558\ub294 \ud604\uc0c1\uc774 \uacc4\ud1b5 \ubcd1\ubaa9\uc785\ub2c8\ub2e4. 2024\ub144 \ub9d0 \uae30\uc900 \ubbf8\uad6d\uc5d0\uc11c \ub300\uae30 \uc911\uc778 \uc6a9\ub7c9\ub9cc 2,290GW\uc5d0 \ub2ec\ud569\ub2c8\ub2e4.\"}},{\"@type\":\"Question\",\"name\":\"HVDC\ub780 \ubb34\uc5c7\uc774\uace0 \uc65c \uc8fc\ubaa9\ubc1b\ub098?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"HVDC(High Voltage Direct Current, \ucd08\uace0\uc555\uc9c1\ub958\uc1a1\uc804)\ub294 \uc7a5\uac70\ub9ac\u00b7\ub300\uc6a9\ub7c9 \uc804\ub825\uc744 \uc190\uc2e4 \uc5c6\uc774 \uc804\uc1a1\ud558\ub294 \uae30\uc220\uc785\ub2c8\ub2e4. \uae30\uc874 AC \uc1a1\uc804 \ub300\ube44 \uc7a5\uac70\ub9ac\uc5d0\uc11c \uc190\uc2e4\uc774 \uc801\uace0 \ube44\ub3d9\uae30 \uacc4\ud1b5 \uac04 \uc5f0\uacb0\uc774 \uac00\ub2a5\ud574, \ud574\uc0c1\ud48d\ub825\u00b7\ud0dc\uc591\uad11 \uc5f0\uacc4\uc640 \uad11\uc5ed \uadf8\ub9ac\ub4dc \uc99d\uc124\uc5d0 \ud544\uc218 \uae30\uc220\ub85c \ubd80\uc0c1\ud588\uc2b5\ub2c8\ub2e4. 2026~2036\ub144 \uc2dc\uc7a5 \uaddc\ubaa8\uac00 $246\uc5b5\uc5d0\uc11c $676\uc5b5\uc73c\ub85c \uc131\uc7a5\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4.\"}},{\"@type\":\"Question\",\"name\":\"Quanta Services\ub294 \uc5b4\ub5a4 \uae30\uc5c5\uc778\uac00?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Quanta Services(NYSE: PWR)\ub294 \ubbf8\uad6d \ucd5c\ub300 \uc804\ub825\ub9dd \uc2dc\uacf5 EPC \uae30\uc5c5\uc785\ub2c8\ub2e4. 2025\ub144 \ub9e4\ucd9c \uc57d $279\uc5b5, \uc218\uc8fc\uc794\uace0 $440\uc5b5\uc744 \uae30\ub85d\ud588\uc73c\uba70, \uc1a1\uc804\uc120\u00b7\ubcc0\uc804\uc18c\u00b7\ub370\uc774\ud130\uc13c\ud130 \uc804\ub825 \uc5f0\uacb0 \uacf5\uc0ac\ub97c \uc77c\uad04 \uc218\ud589\ud569\ub2c8\ub2e4. \ubcc0\uc555\uae30 \uc81c\uc870\uc0ac\uc640 \ub2ec\ub9ac '\uc2e4\uc81c\ub85c \uc120\uc744 \uae54\uace0 \ubcc0\uc804\uc18c\ub97c \uc9d3\ub294' \ud68c\uc0ac\ub85c, \uacc4\ud1b5 \ubcd1\ubaa9 \ud574\uc18c\uc758 \ucd5c\uc804\uc120\uc5d0 \uc788\uc2b5\ub2c8\ub2e4.\"}}]}<\/script><\/p>\n<div id=\"stock-wrap\" style=\"max-width:720px;margin:0 auto;background:transparent;color:#222;line-height:1.85;font-size:16px;font-family:'Noto Sans KR',sans-serif;\">\n<p style=\"margin:0 0 18px 0;\">\uc55e\uc120 \uae00\uc5d0\uc11c AI\uae30\uc220 \ubc1c\uc804\uc5d0 \ub530\ub978 \uc804\ub825\uc0b0\uc5c5 \uc804\ubc18\uc758 \uc288\ud37c \uc0ac\uc774\ud074\uc5d0 \ub300\ud574\uc11c \uc9da\uc5b4\ubd24\ub2e4. \uadf8\ub54c\ub294 \ubcc0\uc555\uae30\uc640 \ubc30\uc804\ubc18 \uc911\uc2ec\uc73c\ub85c \ud6a8\uc131\uc911\uacf5\uc5c5, HD\ud604\ub300\uc77c\ub809\ud2b8\ub9ad, LS\uc77c\ub809\ud2b8\ub9ad \ub4f1\uc744 \uc54c\uc544\ubd24\ub294\ub370 \uc774\ubc88\uc5d0\ub294 \uadf8 \ub2e4\uc74c \ub2e8\uacc4, \uc989 \uc120\uc744 \uae54\uace0 \ubcc0\uc804\uc18c\ub97c \uc9d3\uace0 \ud574\uc800\uc5d0 \ucf00\uc774\ube14\uc744 \ub0b4\ub9ac\ub294 \uae30\uc5c5\ub4e4\uc744 \uc0b4\ud3b4\ubcf4\uace0\uc790 \ud55c\ub2e4.<\/p>\n<div style=\"clear:both; margin-top:0em; margin-bottom:1em;\"><a href=\"https:\/\/routiner7.com\/mil\/ai-power-infrastructure\/\" target=\"_blank\" rel=\"dofollow\" class=\"ufa692de215bb4e24a08586ca382e911c\"><style> .ufa692de215bb4e24a08586ca382e911c { padding:0px; margin: 0; padding-top:1em!important; padding-bottom:1em!important; width:100%; display: block; font-weight:bold; background-color:#eaeaea; border:0!important; border-left:4px solid #34495E!important; box-shadow: 0 1px 2px rgba(0, 0, 0, 0.17); -moz-box-shadow: 0 1px 2px rgba(0, 0, 0, 0.17); -o-box-shadow: 0 1px 2px rgba(0, 0, 0, 0.17); -webkit-box-shadow: 0 1px 2px rgba(0, 0, 0, 0.17); text-decoration:none; } .ufa692de215bb4e24a08586ca382e911c:active, .ufa692de215bb4e24a08586ca382e911c:hover { opacity: 1; transition: opacity 250ms; webkit-transition: opacity 250ms; text-decoration:none; } .ufa692de215bb4e24a08586ca382e911c { transition: background-color 250ms; webkit-transition: background-color 250ms; opacity: 1; transition: opacity 250ms; webkit-transition: opacity 250ms; } .ufa692de215bb4e24a08586ca382e911c .ctaText { font-weight:bold; color:#464646; text-decoration:none; font-size: 16px; } .ufa692de215bb4e24a08586ca382e911c .postTitle { color:#000000; text-decoration: underline!important; font-size: 16px; } .ufa692de215bb4e24a08586ca382e911c:hover .postTitle { text-decoration: underline!important; } <\/style><div style=\"padding-left:1em; padding-right:1em;\"><span class=\"ctaText\">(\uad00\ub828\uae00 \uc77d\uc5b4\ubcf4\uae30)<\/span>&nbsp; <span class=\"postTitle\">AI \uc804\ub825 \uc288\ud37c\uc0ac\uc774\ud074, \uc5b4\ub514\uae4c\uc9c0 \uc654\ub098 \u2014 \ubcc0\uc555\uae30\u00b7\ucf00\uc774\ube14\u00b7\ubc30\uc804\ubc18\uc774 AI\ubcf4\ub2e4 \uba3c\uc800 \ub3d9\ub09c\ub2e4<\/span><\/div><\/a><\/div>\n<div style=\"border:1px solid #ddd;padding:18px 22px;margin-bottom:40px;\">\n<p style=\"font-family:'Space Mono',monospace;font-size:13px;letter-spacing:0.15em;text-transform:uppercase;color:#000;margin:0 0 12px 0;\">\ubaa9\ucc28<\/p>\n<p style=\"margin:0 0 6px 0;font-size:14px;\"><span style=\"display:inline-block;width:24px;height:24px;background:#666;color:#fff;font-family:'Space Mono',monospace;font-size:12px;text-align:center;line-height:24px;margin-right:8px;\">01<\/span><a href=\"#s-bottleneck\" style=\"color:#222;text-decoration:none;\">\ubcc0\uc555\uae30\ub9cc \ubcf4\uba74 \ub193\uce58\ub294 \uac83<\/a><\/p>\n<p style=\"margin:0 0 6px 0;font-size:14px;\"><span style=\"display:inline-block;width:24px;height:24px;background:#666;color:#fff;font-family:'Space Mono',monospace;font-size:12px;text-align:center;line-height:24px;margin-right:8px;\">02<\/span><a href=\"#s-quanta\" style=\"color:#222;text-decoration:none;\">\uc120\uc744 \uc2e4\uc81c\ub85c \uae4c\ub294 \ud68c\uc0ac \u2014 Quanta Services<\/a><\/p>\n<p style=\"margin:0 0 6px 0;font-size:14px;\"><span style=\"display:inline-block;width:24px;height:24px;background:#666;color:#fff;font-family:'Space Mono',monospace;font-size:12px;text-align:center;line-height:24px;margin-right:8px;\">03<\/span><a href=\"#s-gev\" style=\"color:#222;text-decoration:none;\">\ubcc0\uc555\uae30\ub3c4 HVDC\ub3c4 \ub2e4 \ub9cc\ub4dc\ub294 \ud68c\uc0ac \u2014 GE Vernova<\/a><\/p>\n<p style=\"margin:0 0 6px 0;font-size:14px;\"><span style=\"display:inline-block;width:24px;height:24px;background:#666;color:#fff;font-family:'Space Mono',monospace;font-size:12px;text-align:center;line-height:24px;margin-right:8px;\">04<\/span><a href=\"#s-prysmian\" style=\"color:#222;text-decoration:none;\">\ud574\uc800\uc5d0 \ucf00\uc774\ube14\uc744 \uae4c\ub294 \ud68c\uc0ac \u2014 Prysmian<\/a><\/p>\n<p style=\"margin:0 0 6px 0;font-size:14px;\"><span style=\"display:inline-block;width:24px;height:24px;background:#666;color:#fff;font-family:'Space Mono',monospace;font-size:12px;text-align:center;line-height:24px;margin-right:8px;\">05<\/span><a href=\"#s-calc\" style=\"color:#222;text-decoration:none;\">\uc218\uc8fc\uc794\uace0\ub85c \uc5ed\uc0b0\ud574\ubcf4\uae30<\/a><\/p>\n<p style=\"margin:0;font-size:14px;\"><span style=\"display:inline-block;width:24px;height:24px;background:#666;color:#fff;font-family:'Space Mono',monospace;font-size:12px;text-align:center;line-height:24px;margin-right:8px;\">06<\/span><a href=\"#s-risk\" style=\"color:#222;text-decoration:none;\">\uc774 \uc139\ud130\uc758 \ub9ac\uc2a4\ud06c\uc640 ETF \ubd84\uc11d<\/a><\/p>\n<\/div>\n<div id=\"s-bottleneck\" style=\"margin-bottom:52px;\">\n<div style=\"display:flex;align-items:center;gap:12px;margin-bottom:14px;padding-top:20px;border-top:1px solid #ddd;\">\n<span style=\"display:inline-block;width:28px;height:28px;background:#a38606;color:#fff;font-family:'Space Mono',monospace;font-size:13px;text-align:center;line-height:28px;flex-shrink:0;\">01<\/span><br \/>\n<span style=\"font-family:'DM Serif Display',serif;font-size:22px;color:#222;\">&#8220;\ubcc0\uc555\uae30\ub9cc \ubcf4\uba74 \ub193\uce58\ub294 \uac83&#8221;<\/span>\n<\/div>\n<p style=\"margin:0 0 18px 0;\">\ubcc0\uc555\uae30\ub294 \uacf5\uc7a5\uc5d0\uc11c \ub9cc\ub4e4\uc5b4\uc838 \ud604\uc7a5\uc5d0 \uc124\uce58\ub418\ub294 \uc7a5\ube44\ub2e4. \uadf8\ub807\ub2e4\uba74 \uadf8\uac78 \uc2e4\uc81c\ub85c \uc5f0\uacb0\ud558\ub294 \uc77c, \uc218\ubc31 \ud0ac\ub85c\ubbf8\ud130\uc758 \uc1a1\uc804\uc120\uc744 \uac00\uc124\ud558\uace0 \ubcc0\uc804\uc18c\ub97c \uc9d3\uace0 \ud574\uc800\uc5d0 \ucf00\uc774\ube14\uc744 \ub0b4\ub9ac\ub294 \uc77c\uc740 \ub204\uac00 \ud560\uae4c? \uc774 \uc2dc\uc7a5\ub3c4 \uc54c\uace0\ubcf4\uba74 \uaf64 \uaddc\ubaa8\uac00 \ud06c\ub2e4\ub294 \uac78 \uc54c \uc218 \uc788\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;\">\ube14\ub8f8\ubc84\uadf8NEF\uc5d0 \ub530\ub974\uba74 2025\ub144 \uc804 \uc138\uacc4 \uc804\ub825\ub9dd \ud22c\uc790\uc561\uc774 \ucc98\uc74c\uc73c\ub85c $4,700\uc5b5\uc744 \ub3cc\ud30c\ud560 \uc804\ub9dd\uc774\ub2e4. \uc774 \uc911 \ubbf8\uad6d\ub9cc $1,150\uc5b5\uc778\ub370 \ud22c\uc790 \uc99d\uac00\uc728\uc740 \ubc30\uc804(\uc5f0 9%)\ubcf4\ub2e4 \uc1a1\uc804(\uc5f0 16%)\uc774 \ub450 \ubc30 \uac00\uae4c\uc774 \ube60\ub978 \uc0c1\ud669\uc774\ub2e4. \ubaa8\ub2dd\uc2a4\ud0c0\ub294 2025\ub144\ubd80\ud130 2030\ub144\uae4c\uc9c0\uc758 \ubbf8\uad6d \uc804\ub825 \uc778\ud504\ub77c \ud22c\uc790\uae08\uc561\uc744 $1.4\uc870\ub85c \ucd94\uc0b0\ud55c\ub2e4. \uc9c1\uc804 10\ub144 \ud22c\uc790\uc758 \ub450 \ubc30\uc778 \uac83\uc774\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;\">\uc774 \ud22c\uc790\uae08\uc561\uc774 \uc5b4\ub290 \uae30\uc5c5\uad70\uc73c\ub85c \ud750\ub97c\uc9c0 \uc0b4\ud3b4\ubcf4\uba74, <br \/> \uccab\uc9f8, <strong>EPC \uc2dc\uacf5\uc0ac<\/strong>\u2014\uc2e4\uc81c\ub85c \uc120\uc744 \uae54\uace0 \ubcc0\uc804\uc18c\ub97c \uc9d3\ub294 \ud68c\uc0ac\ub4e4 <br \/> \ub458\uc9f8, <strong>HVDC \uc2dc\uc2a4\ud15c \uacf5\uae09\uc0ac<\/strong>\u2014\uc7a5\uac70\ub9ac \uc9c1\ub958 \uc1a1\uc804 \ucee8\ubc84\ud130\u00b7\uc2dc\uc2a4\ud15c\uc744 \uc124\uacc4\u00b7\ub0a9\ud488\ud558\ub294 \ud68c\uc0ac\ub4e4 <br \/> \uc14b\uc9f8, <strong>\ucd08\uace0\uc555 \ucf00\uc774\ube14 \uc81c\uc870\uc0ac<\/strong>\u2014\ud574\uc800\ucf00\uc774\ube14\uc744 \ud3ec\ud568\ud55c HVDC\uc6a9 \ucf00\uc774\ube14\uc744 \ub9cc\ub4dc\ub294 \ud68c\uc0ac\ub4e4\uc774\ub2e4. \uc774 \uc138 \uc601\uc5ed\uc5d0\uc11c \uc55e\uc11c\uac00\ub294 \uae30\uc5c5\uc774 \uac01\uac01 \ub530\ub85c \uc788\uace0 \uc548\uc744 \ub4e4\uc5ec\ub2e4\ubcf4\uba74 \uc0ac\uc2e4\uc0c1 \uacfc\uc810\uc5d0 \uac00\uae4c\uc6b4 \uad6c\uc870\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;\">\uacc4\ud1b5 \ubcd1\ubaa9\uc740 \uc5b4\ub290\uc815\ub3c4\ub098 \ub420\uae4c? 2024\ub144 \ub9d0 \uae30\uc900 \ubbf8\uad6d\uc5d0\uc11c \uc804\ub825\ub9dd \uc5f0\uacb0\uc744 \ub300\uae30 \uc911\uc778 \ubc1c\uc804\u00b7ESS \uc6a9\ub7c9\uc774 2,290GW\ub77c\uace0 \ud55c\ub2e4. \ud604\uc7ac \ubbf8\uad6d \uc804\uccb4 \uac00\ub3d9 \uc6a9\ub7c9(\uc57d 1,200GW)\uc758 \ub450 \ubc30 \uac00\uae4c\uc774 \ub418\ub294 \uaddc\ubaa8\uc774\ub2e4. \ubc84\ud074\ub9ac \ub7a9\uc5d0 \ub530\ub974\uba74 \uc774 \uc911 \uc0c1\ub2f9\uc218\ub294 \uc2e4\uc81c \uc0c1\uc5c5\uc6b4\uc804\uae4c\uc9c0\ub294 \uac00\uc9c0 \ubabb\ud55c\ub2e4\uace0 \ud558\ub294\ub370, \uadf8 \uc810\uc744 \uace0\ub824\ud558\ub354\ub77c\ub3c4 \uc774 \ubcd1\ubaa9\uc774 \ud574\uc18c\ub418\ub824\uba74 \uacb0\uad6d \uc1a1\uc804\uc120\uc744 &#8216;\ub354&#8217; \uae54\uace0 \ubcc0\uc804\uc18c\ub97c &#8216;\ub354&#8217; \uc9c0\uc5b4\uc57c \ud55c\ub2e4. \uacc4\ud1b5 \ubcd1\ubaa9\uc740 \uc7a5\ube44 \ubd80\uc871\uc774 \uc544\ub2c8\ub77c <strong>\uac74\uc124 \ubcd1\ubaa9<\/strong>\uc73c\ub85c \ubcfc \uc218 \uc788\ub294 \uc774\uc720\uc774\ub2e4.<\/p>\n<\/div>\n<div id=\"s-quanta\" style=\"margin-bottom:52px;\">\n<div style=\"display:flex;align-items:center;gap:12px;margin-bottom:14px;padding-top:20px;border-top:1px solid #ddd;\">\n<span style=\"display:inline-block;width:28px;height:28px;background:#a38606;color:#fff;font-family:'Space Mono',monospace;font-size:13px;text-align:center;line-height:28px;flex-shrink:0;\">02<\/span><br \/>\n<span style=\"font-family:'DM Serif Display',serif;font-size:22px;color:#222;\">&#8220;\uc120\uc744 \uc2e4\uc81c\ub85c \uae4c\ub294 \ud68c\uc0ac \u2014 Quanta Services&#8221;<\/span>\n<\/div>\n<p style=\"margin:0 0 18px 0;\">Quanta Services(NYSE: PWR)\ub294 \ubbf8\uad6d \ucd5c\ub300 T&#038;D(\uc1a1\ubc30\uc804) \uc2dc\uacf5 EPC \uae30\uc5c5\uc774\ub2e4. \ubcc0\uc555\uae30\uac00 \uc7a5\ube44\ub77c\uba74, Quanta\ub294 \uadf8 \uc7a5\ube44\ub97c \uc124\uce58\ud558\uace0 \uc804\uc120\uc744 \uc5f0\uacb0\ud558\uace0 \ubcc0\uc804\uc18c\ub97c \uc644\uc131\ud558\ub294 \ud68c\uc0ac\ub85c \ubcf4\uba74 \ub41c\ub2e4. \uc9c1\uc6d0 6\ub9cc 9500\uba85, 2025\ub144 \ub9e4\ucd9c \uc57d 279\uc5b5\ub2ec\ub7ec. \uc0ac\uc5c5 \ub0b4\uc6a9\ub9cc \ubcf4\uba74 \ub2e8\uc21c \uac74\uc124\uc0ac \uac19\uc9c0\ub9cc, \uc2e4\uc81c\ub85c\ub294 \uadf8\ub9ac\ub4dc \ud604\ub300\ud654 \ud22c\uc790\uc758 \uac00\uc7a5 \uc9c1\uc811\uc801\uc778 \uc218\ud61c \uae30\uc5c5 \uc911 \ud558\ub098\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;\">2025\ub144 3\ubd84\uae30 \uc218\uc8fc\uc794\uace0\uac00 440\uc5b5 \ub2ec\ub7ec\ub85c \uc0ac\uc0c1 \ucd5c\ub300\ub97c \uae30\ub85d\ud588\ub2e4. \uadf8\ub9ac\uace0 4\ubd84\uae30 \ub9e4\ucd9c\uc774 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 19.7% \ub298\uc5b4 $78.4\uc5b5, EPS\ub294 \ucee8\uc13c\uc11c\uc2a4\ub97c 4.6% \uc0c1\ud68c\ud55c $3.16\uc774\uc5c8\ub2e4. \uc8fc\ubaa9\ud560 \uac74 \uc218\uc8fc \uad6c\uc870\uac00 \ubc14\ub00c\uace0 \uc788\ub2e4\ub294 \uc810\uc778\ub370, \uacfc\uac70\uc5d0\ub294 \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \uc811\uc18d \uacf5\uc0ac, \ub178\ud6c4\ub9dd \uad50\uccb4 \uc704\uc8fc\uc600\ub2e4\uba74 \uc9c0\uae08\uc740 <strong>\ub370\uc774\ud130\uc13c\ud130 \uc804\ub825 \uc5f0\uacb0<\/strong>\uc774 \ub300\ud615 \uc218\uc8fc\uc758 \ud55c \ucd95\uc774 \ub410\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;\">\uac00\uc7a5 \ub208\uc5ec\uaca8 \ubcfc \uac74 2025\ub144 3\ubd84\uae30\uc5d0 \ubc1c\ud45c\ud55c NiSource \uc218\uc8fc\ub2e4. NiSource\uac00 Quanta\uc5d0 \ub9e1\uae34 \uac83\uc740 \ub2e8\uc21c \ubcc0\uc804\uc18c \uacf5\uc0ac\uac00 \uc544\ub2c8\ub2e4. \ubc1c\uc804 \uc124\ube44\u00b7\ubc30\ud130\ub9ac \uc800\uc7a5\uc7a5\uce58\u00b7\uc1a1\uc804\uc120\u00b7\ubcc0\uc804\uc18c\u00b7\uc9c0\ud558 \uc778\ud504\ub77c\ub97c \ud1b5\ud2c0\uc5b4 \uc57d 3GW \uaddc\ubaa8\uc758 \uc804\ub825 \uc778\ud504\ub77c\ub97c \uc77c\uad04 \uc124\uacc4\u00b7\uc870\ub2ec\u00b7\uc2dc\uacf5\ud558\ub294 \uacc4\uc57d\uc774\ub2e4. \ub300\ud615 \ubd80\ud558 \uace0\uac1d(\uc0ac\uc2e4\uc0c1 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130)\uc744 \uc704\ud55c \ud504\ub85c\uc81d\ud2b8\ub77c \ubcfc\uc218 \uc788\ub2e4. Quanta\uac00 \uc774\uc81c \uc804\ud1b5 \uc720\ud2f8\ub9ac\ud2f0 \ud30c\ud2b8\ub108\ub97c \ub118\uc5b4 \ube45\ud14c\ud06c\uc758 \uc804\ub825 \uc778\ud504\ub77c EPC \ud30c\ud2b8\ub108\ub85c \ud3ec\uc9c0\uc158\uc744 \ubc14\uafb8\uace0 \uc788\ub2e4\ub294 \uae0d\uc815\uc815\uc778 \uc2e0\ud638\ub2e4.<\/p>\n<div style=\"width:100%;margin:24px 0;border:1px solid #ddd;overflow:hidden;\">\n<div style=\"display:flex;border-bottom:1px solid #ddd; background:#f5f5f5;\">\n<div style=\"flex:1.4;padding:10px 12px;font-family:'Space Mono',monospace;font-size:13px;font-weight:700;color:#222;border-right:1px solid #ddd;\">\uc9c0\ud45c<\/div>\n<div style=\"flex:1;padding:10px 12px;font-family:'Space Mono',monospace;font-size:13px;font-weight:700;color:#222;border-right:1px solid #ddd;\">2024<\/div>\n<div style=\"flex:1;padding:10px 12px;font-family:'Space Mono',monospace;font-size:13px;font-weight:700;color:#222;\">2025<\/div>\n<\/div>\n<div style=\"display:flex;border-bottom:1px solid #eee;\">\n<div style=\"flex:1.4;padding:9px 12px;font-size:14px;color:#222;border-right:1px solid #eee;\">\uc5f0\ub9e4\ucd9c<\/div>\n<div style=\"flex:1;padding:9px 12px;font-size:14px;color:#222;font-family:'Space Mono',monospace;border-right:1px solid #eee;\">$23.7B<\/div>\n<div style=\"flex:1;padding:9px 12px;font-size:14px;color:#222;font-family:'Space Mono',monospace;\">~$28.0B<\/div>\n<\/div>\n<div style=\"display:flex;border-bottom:1px solid #eee;\">\n<div style=\"flex:1.4;padding:9px 12px;font-size:14px;color:#222;border-right:1px solid #eee;\">\uc218\uc8fc\uc794\uace0<\/div>\n<div style=\"flex:1;padding:9px 12px;font-size:14px;color:#222;font-family:'Space Mono',monospace;border-right:1px solid #eee;\">$34.5B<\/div>\n<div style=\"flex:1;padding:9px 12px;font-size:14px;color:#222;font-family:'Space Mono',monospace;font-weight:700;\">$39.2B (Q3)<\/div>\n<\/div>\n<div style=\"display:flex;border-bottom:1px solid #eee;\">\n<div style=\"flex:1.4;padding:9px 12px;font-size:14px;color:#222;border-right:1px solid #eee;\">Adj. EPS<\/div>\n<div style=\"flex:1;padding:9px 12px;font-size:14px;color:#222;font-family:'Space Mono',monospace;border-right:1px solid #eee;\">$8.97<\/div>\n<div style=\"flex:1;padding:9px 12px;font-size:14px;color:#222;font-family:'Space Mono',monospace;\">~$10.2+<\/div>\n<\/div>\n<div style=\"display:flex;\">\n<div style=\"flex:1.4;padding:9px 12px;font-size:14px;color:#222;border-right:1px solid #eee;\">2026F \ub9e4\ucd9c<\/div>\n<div style=\"flex:1;padding:9px 12px;font-size:14px;color:#222;border-right:1px solid #eee;\">\u2014<\/div>\n<div style=\"flex:1;padding:9px 12px;font-size:14px;color:#222;font-family:'Space Mono',monospace;\">$33.25B ~ 33.75B (\ucee8\uc13c)<\/div>\n<\/div>\n<\/div>\n<p style=\"margin:0 0 18px 0;\">Quanta\uac00 \ud765\ubbf8\ub85c\uc6b4 \uc774\uc720\ub294 \ub9ac\uc2a4\ud06c \uad6c\uc870\ub3c4 \ubcc0\uc555\uae30 \uc81c\uc870\uc0ac\uc640 \ub2e4\ub974\ub2e4\ub294 \uc810\uc774\ub2e4. \ubcc0\uc555\uae30\ub294 \uc124\uacc4\u00b7\uc81c\uc791\u00b7\ub0a9\uae30 \uc790\uccb4\uac00 \ubcd1\ubaa9\uc774\uc9c0\ub9cc, Quanta\ub294 <strong>\uc778\ub825\uacfc \ud5c8\uac00<\/strong>\ub85c \ubcf8\ub2e4. \ubbf8\uad6d\uc5d0\uc11c \uc1a1\uc804\uc120\uc744 \uc0c8\ub85c \uae54\ub824\uba74 \u5dde \uc815\ubd80\uc758 \ud5c8\uac00, \ud1a0\uc9c0 \uc218\uc6a9, \ud658\uacbd \uc601\ud5a5 \ud3c9\uac00 \uc808\ucc28\uac00 \ud544\uc694\ud55c\ub370, \uc774\ub7f0 \uc810\ub4e4 \ub54c\ubb38\uc5d0 \uac19\uc740 \uacc4\ud1b5 \ud22c\uc790 \uc0ac\uc774\ud074\uc5d0\uc11c\ub3c4 Quanta\ub294 \uc0c1\ub300\uc801\uc73c\ub85c <strong>\uaddc\ubaa8\ub294 \ud06c\uc9c0\ub9cc \ub9c8\uc9c4\uc774 \ub0ae\uace0<\/strong>, \ubcc0\uc555\uae30 \uc81c\uc870\uc0ac\ub294 <strong>\uaddc\ubaa8\ub294 \uc791\uc9c0\ub9cc \ub9c8\uc9c4\uc774 \ub192\ub2e4<\/strong>. \ub450 \uae30\uc5c5\uc774 \uc0c1\ud638 \ubcf4\uc644\uc801\uc778 \uc774\uc720\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;\">\uacbd\uc7c1\uc0ac\ub85c\ub294 MYR Group(MYRG)\uc774 \uc788\ub2e4. Quanta\ubcf4\ub2e4 \uaddc\ubaa8\uac00 \uc791\uace0 \uc8fc\ub85c \uc911\uc18c\ud615 T&#038;D \ud504\ub85c\uc81d\ud2b8\uc640 C&#038;I \uc804\uae30 \uacf5\uc0ac\ub97c \ub2f4\ub2f9\ud55c\ub2e4. \ub370\uc774\ud130\uc13c\ud130 \uc804\uae30\uacf5\uc0ac \uc9c1\uc811\uc218\uc8fc \ube44\uc911\uc774 \ub192\uc544 Quanta\uc640\ub294 \ud3ec\uc9c0\uc158\uc774 \uc57d\uac04 \ub2e4\ub974\ub2e4.<\/p>\n<\/div>\n<div id=\"s-gev\" style=\"margin-bottom:52px;\">\n<div style=\"display:flex;align-items:center;gap:12px;margin-bottom:14px;padding-top:20px;border-top:1px solid #ddd;\">\n<span style=\"display:inline-block;width:28px;height:28px;background:#a38606;color:#fff;font-family:'Space Mono',monospace;font-size:13px;text-align:center;line-height:28px;flex-shrink:0;\">03<\/span><br \/>\n<span style=\"font-family:'DM Serif Display',serif;font-size:22px;color:#222;\">&#8220;\ubcc0\uc555\uae30\ub3c4 HVDC\ub3c4 \ub2e4 \ub9cc\ub4dc\ub294 \ud68c\uc0ac \u2014 GE Vernova&#8221;<\/span>\n<\/div>\n<p style=\"margin:0 0 18px 0;\">GE Vernova(NYSE: GEV)\ub294 \uaf64 \ubcf5\uc7a1\ud55c \ud68c\uc0ac\ub2e4. \uac00\uc2a4 \ud130\ube48, \ud48d\ub825, \uadf8\ub9ac\uace0 \uc804\ub825\ub9dd \uc7a5\ube44(\ubcc0\uc555\uae30\u00b7HVDC\u00b7\uadf8\ub9ac\ub4dc \uc18c\ud504\ud2b8\uc6e8\uc5b4)\ub97c \ubaa8\ub450 \ub9cc\ub4e0\ub2e4. \ud55c \ud68c\uc0ac \uc548\uc5d0\uc11c \ubc1c\uc804\uc18c\ub97c \uc9d3\ub294 \uc0ac\ub78c\uacfc \uadf8 \uc804\uae30\ub97c \uc804\uc1a1\ud558\ub294 \uc7a5\ube44\ub97c \ub9cc\ub4dc\ub294 \uc0ac\ub78c\uc774 \uacf5\uc874\ud558\ub294 \uad6c\uc870\uc778\ub370, \ud22c\uc790 \uad00\uc810\uc5d0\uc11c \ubcf4\uba74 GE Vernova\ub294 \ub2e8\uc21c\ud788 &#8220;\uc804\ub825\uae30\uae30 \ud68c\uc0ac&#8221;\uac00 \uc544\ub2c8\ub77c \uc5d0\ub108\uc9c0 \ud480\uc2a4\ud0dd \ud50c\ub808\uc774\uc5b4\uc5d0 \uac00\uae5d\ub2e4\uace0\ub3c4 \ubcfc \uc218 \uc788\ub2e4.<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/routiner7.com\/mil\/wp-content\/uploads\/2026\/04\/hvdc-concept.jpg\" alt=\"\" width=\"441\" height=\"446\" class=\"alignnone size-full wp-image-5926\" style=\"display: block; margin: 0 auto;\" srcset=\"https:\/\/routiner7.com\/mil\/wp-content\/uploads\/2026\/04\/hvdc-concept.jpg 441w, https:\/\/routiner7.com\/mil\/wp-content\/uploads\/2026\/04\/hvdc-concept-297x300.jpg 297w\" sizes=\"(max-width: 441px) 100vw, 441px\" \/><\/p>\n<p style=\"text-align: center; font-size: 14px; color: #999; margin-bottom: 28px;\">\uad50\ub958(AC) \uc120\ub85c\uc640 \uace0\uc555\uc9c1\ub958\uc1a1\uc804(HVDC) \ubc29\uc2dd \ube44\uad50 [\uc0ac\uc9c4 \ucd9c\ucc98<a href=\"https:\/\/www.naeil.com\/news\/read\/275786\" target=\"_blank\">(\ub0b4\uc77c\uc2e0\ubb38)<\/a>]<\/p>\n<p style=\"margin:0 0 18px 0;\">2025\ub144 \uc5f0\uac04 \uc2e4\uc801\ub3c4 \uc778\uc0c1\uc801\uc774\ub2e4. \ub9e4\ucd9c $381\uc5b5, \uc218\uc8fc\uc794\uace0 $1,500\uc5b5. Electrification \uc138\uadf8\uba3c\ud2b8(\uadf8\ub9ac\ub4dc \uc7a5\ube44 \ud3ec\ud568) \uc218\uc8fc\ub294 2025\ub144 \ud55c \ud574 \ub3d9\uc548 21% \uc131\uc7a5\ud588\uace0, \uc7a5\ube44 \ubc31\ub85c\uadf8\ub294 \uc804\ub144 \ub300\ube44 53% \ub298\uc5b4 $305\uc5b5\uc5d0 \ub2ec\ud588\ub2e4. CEO\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uacfc 2035\ub144\uae4c\uc9c0 \uc774\uc5b4\uc9c0\ub294 \ubcfc\ub968 \uacc4\uc57d\uc744 \ub17c\uc758 \uc911\uc774\ub77c\uace0 \ubc1d\ud614\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;\">\uadf8\ub7f0\ub370 GE-V\uc5d0\uc11c \uac00\uc7a5 \uc8fc\ubaa9\ud560 \uc6c0\uc9c1\uc784\uc740 \ub530\ub85c \uc788\ub2e4. 2025\ub144 10\uc6d4 \uba55\uc2dc\ucf54 Prolec GE \uc9c0\ubd84 50%\ub97c $53\uc5b5\uc5d0 \uc778\uc218\ud558\uaca0\ub2e4\uace0 \ubc1c\ud45c\ud588\ub294\ub370 \uc62c\ud574 \uc911\uc21c \ucbe4 \uc644\uc804 \uc790\ud68c\uc0ac\ub85c \ud3b8\uc785\uc744 \uc55e\ub450\uace0 \uc788\ub2e4. Prolec GE\ub294 \ubbf8\uad6d \ub0b4 5\uac1c\ub97c \ud3ec\ud568\ud574 \uae00\ub85c\ubc8c 7\uac1c \uc0dd\uc0b0\uac70\uc810\uc744 \ub454 \ub300\ud615 \ubcc0\uc555\uae30\u00b7\ubcc0\uc555\uae30 \ubd80\ud488 \uc81c\uc870\uc0ac\ub2e4. \uc9c1\uc6d0 1\ub9cc \uba85, \ubd81\ubbf8 \ubcc0\uc555\uae30 \uacf5\uae09\ub9dd\uc5d0\uc11c \uc0c1\ub2f9\ud55c \uc704\uce58\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\ub2e4. GEV\ub294 \uc774 \uc778\uc218\ub85c \uc774\uc804\uae4c\uc9c0 \ubd80\uc871\ud588\ub358 \ubd81\ubbf8 \ubcc0\uc555\uae30 \uc0dd\uc0b0 \uc5ed\ub7c9\uc744 \ud55c\uaebc\ubc88\uc5d0 \ucc44\uc6b4 \uc148\uc778\ub370, \ud55c\uad6d \ubcc0\uc555\uae30 3\uc0ac\uac00 \uc7a5\uc545\ud558\uace0 \uc788\ub358 \uc2dc\uc7a5\uc5d0 \ub300\ud615 \uacbd\uc7c1\uc790\uac00 \uc0dd\uae34\uac8c \ub410\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;\">HVDC \ucabd\uc5d0\uc11c\ub294 \ub3c5\uc77c BalWin5 \ud574\uc0c1 \ucee8\ubc84\ud130 \uc2a4\ud14c\uc774\uc158 \uc218\uc8fc, \uc778\ub3c4 HVDC \ub9ac\ud37c\ube44\uc2dc \uccab \uacc4\uc57d, \uadf8\ub9ac\uace0 Hitachi Energy\u00b7Siemens Energy\uc5d0 \uc774\uc5b4 \uc138 \ubc88\uc9f8 \ud50c\ub808\uc774\uc5b4\ub85c\uc11c \uc720\ub7fd \uc2dc\uc7a5 \uc7ac\uc9c4\uc785\uc774 \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4. 2026\ub144 GE-V \uac00\uc774\ub358\uc2a4\ub294 \ub9e4\ucd9c $440~450\uc5b5, Electrification \uc138\uadf8\uba3c\ud2b8\ub9cc $135~140\uc5b5(Prolec GE $30\uc5b5 \ud3ec\ud568)\uc774\ub2e4. \uc5ec\uae30\uc11c Electrification \uc138\uadf8\uba3c\ud2b8 EBITDA \ub9c8\uc9c4\uc774 17~19%\ub77c\ub294 \uc810\uc774 \uc911\uc694\ud558\ub2e4. \uac00\uc2a4 \ud130\ube48 \uc0ac\uc5c5\uacfc\ub294 \uc131\uaca9\uc774 \ub2e4\ub978, \uad6c\uc870\uc801\uc73c\ub85c \ub9c8\uc9c4\uc774 \ub192\uc544\uc9c0\ub294 \uc911\uc774\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;\">\ub2e4\ub9cc GE-V\ub97c \ubcfc \ub54c \ud48d\ub825 \uc0ac\uc5c5\uc774 \uc5ec\uc804\ud788 \ubc1c\ubaa9\uc744 \uc7a1\ub294\ub2e4. Offshore Wind \uc138\uadf8\uba3c\ud2b8 \uc190\uc2e4\uc774 2025\ub144\uc5d0\ub294 \uc57d $600, \uc62c\ud574\ub294 \uc57d $400M \uc218\uc900\uc774\ub2e4. &#8216;Power+Electrification&#8217;\uc774 \ubc8c\uc5b4\uc624\ub294 \ub3c8\uc744 &#8216;Wind&#8217;\uac00 \uac09\uc544\uba39\ub294 \uad6c\uc870\ub2e4. \uc774 \ubd80\ubd84\uc774 \uc815\uc0c1\ud654\ub418\ub294 \uc2dc\uc810\uc774 GE-V \uc8fc\uac00\uc758 \uc9c4\uc9dc \uc7ac\ud3c9\uac00 \ud2b8\ub9ac\uac70\uac00 \ub420 \uc218 \uc788\ub2e4\uace0 \uc0dd\uac01\ub41c\ub2e4.<\/p>\n<\/div>\n<div id=\"s-prysmian\" style=\"margin-bottom:52px;\">\n<div style=\"display:flex;align-items:center;gap:12px;margin-bottom:14px;padding-top:20px;border-top:1px solid #ddd;\">\n<span style=\"display:inline-block;width:28px;height:28px;background:#a38606;color:#fff;font-family:'Space Mono',monospace;font-size:13px;text-align:center;line-height:28px;flex-shrink:0;\">04<\/span><br \/>\n<span style=\"font-family:'DM Serif Display',serif;font-size:22px;color:#222;\">&#8220;\ud574\uc800\uc5d0 \ucf00\uc774\ube14\uc744 \uae4c\ub294 \ud68c\uc0ac \u2014 Prysmian&#8221;<\/span>\n<\/div>\n<p style=\"margin:0 0 18px 0;\">Prysmian(BIT: PRY)\uc740 \uc138\uacc4 \ucd5c\ub300 \ucf00\uc774\ube14 \uc81c\uc870\uc0ac\ub2e4. \uc774\ud0c8\ub9ac\uc544 \ubc00\ub77c\ub178 \uc0c1\uc7a5 \uae30\uc5c5\uc774\ub77c \uad6d\ub0b4\uc5d0\ub294 \ub35c \uc54c\ub824\uc84c\uc9c0\ub9cc, \uc804\ub825\ub9dd HVDC \ucf00\uc774\ube14 \uc2dc\uc7a5\uc5d0\uc11c\ub294 Nexans, NKT\uc640 \ud568\uaed8 \uc0ac\uc2e4\uc0c1 3\uac15 \uacfc\uc810\uc744 \ud615\uc131\ud558\uace0 \uc788\ub2e4. \ud2b9\ud788 525kV\uae09 \uc774\uc0c1 \ucd08\uace0\uc555 \ud574\uc800\ucf00\uc774\ube14\uc740 \uc774 \uc138 \ud68c\uc0ac \uc678\uc5d0 \ub300\uaddc\ubaa8 \uc0c1\uc5c5 \uc0dd\uc0b0\uc774 \uac00\ub2a5\ud55c \uae30\uc5c5\uc774 \uc0ac\uc2e4\uc0c1 \uc5c6\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;\">2025\ub144 \uc2e4\uc801\uc774 \ud68c\uc0ac \ucc3d\uc0ac \uc774\ub798 \ucd5c\uace0\uc600\ub2e4. \ub9e4\ucd9c 196.5\uc5b5 \uc720\ub85c, Adjusted EBITDA 23.98\uc5b5 \uc720\ub85c(\ub9c8\uc9c4 14.2%), \uc789\uc5ec\ud604\uae08\ud750\ub984 11.71\uc5b5 \uc720\ub85c. \uadf8\ub9ac\uace0 Transmission \ubd80\ubb38 EBITDA\uac00 4\ubd84\uae30\uc5d0\uc5d0 \ub9c8\uc9c4 20.9%\ub97c \uae30\ub85d\ud588\ub294\ub370, \uc774\uac74 \uc6d0\ub798 2028\ub144 \ubaa9\ud45c\ub85c \uc7a1\uc544\ub193\uc740 \uc22b\uc790\ub97c 3\ub144\uc774\ub098 \uc77c\ucc0d \ub2ec\uc131\ud55c \uac83\uc774\ub2e4. \ubc31\ub85c\uadf8\ub294 170\uc5b5 \uc720\ub85c, \uac70\uae30\uc5d0 \uc544\uc9c1 \uacf5\uc2dd \ud3b8\uc785\ub418\uc9c0 \uc54a\uc740 \uc218\uc8fc 20\uc5b5 \uc720\ub85c\uac00 \ubcc4\ub3c4\ub85c \uc788\ub2e4. \uc27d\uac8c \ub9d0\ud574 5\ub144\uce58 \uc774\uc0c1\uc758 HVDC \ucf00\uc774\ube14 \uc0dd\uc0b0 \ubb3c\ub7c9\uc774 \uc774\ubbf8 \ud655\uc815\ub41c \uc148\uc774\ub2e4!<\/p>\n<p style=\"margin:0 0 18px 0;\">2024\ub144\uc5d0\ub294 \ubbf8\uad6d \ub85c\uc6b0\ubcfc\ud2f0\uc9c0 \ucf00\uc774\ube14 1\uc704 \uae30\uc5c5 Encore Wire\ub97c 39\uc5b5 \uc720\ub85c\uc5d0 \uc778\uc218\ud588\ub294\ub370, \uc774 \uc778\uc218\ub85c Prysmian\uc740 \ubbf8\uad6d \uc2dc\uc7a5\uc5d0\uc11c \ucd08\uace0\uc555 \ud574\uc800\ucf00\uc774\ube14\ubd80\ud130 \ub370\uc774\ud130\uc13c\ud130 \ub0b4\ubd80 \ubc30\uc120\uae4c\uc9c0 \ud480\ub808\uc778\uc9c0 \ucee4\ubc84\ub9ac\uc9c0\ub97c \uac16\ucdc4\ub2e4. \ubbf8\uad6d \ub370\uc774\ud130\uc13c\ud130 \uac74\uc124 \ubd90\uc774 Prysmian\uc758 \uc218\uc694\ucc98\uac00 \ub420 \uc218 \uc788\ub2e4\ub294 \uc598\uae30\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;\">\uae30\uc5c5 \uc790\uccb4\ub294 \uad6d\ub0b4\uc5d0 \ub9ce\uc774 \uc54c\ub824\uc838 \uc788\uc9c0 \uc54a\uc9c0\ub9cc,  Prysmian\uc758 \uc804\ub9dd\uc740 \uaf64 \ub9ce\uc774 \uc54c\ub824\uc838 \uc788\ub2e4. \uc774\ubbf8 \uc9c0\ub09c 1\ub144 \uc8fc\uac00\uac00 56.6% \uc62c\ub790\uace0, \ud604\uc7ac \ubc38\ub958\uc5d0\uc774\uc158\uc774 \ubd80\ub2f4\uc2a4\ub7fd\ub2e4\ub294 \uc758\uacac\ub3c4 \uc788\ub2e4. \uadf8\ub7f0\ub370 \ub2e4\ub978 \uac01\ub3c4\uc5d0\uc11c \uc0dd\uac01\ud574\ubcf4\uba74  Prysmian Transmission \ubd80\ubb38\uc758 \ubc31\ub85c\uadf8 170\uc5b5 \uc720\ub85c\ub294 \uc5f0 \ub9e4\ucd9c 32.6\uc5b5 \uc720\ub85c \uae30\uc900\uc73c\ub85c 5\ub144\uce58\uac00 \ub118\ub294\ub370, \uc774 \ubb3c\ub7c9\uc774 \uc18c\ud654\ub418\ub294 \ub3d9\uc548 \ub9c8\uc9c4 20%\ub300\uac00 \uacc4\uc18d \uc720\uc9c0\ub41c\ub2e4\uba74, \uc9c0\uae08 \ubc38\ub958\uc5d0\uc774\uc158\uc774 &#8220;\ube44\uc2f8\ub2e4&#8221;\ub294 \uacb0\ub860\uc774 \uc815\ub2f5\uc740 \uc544\ub2d0 \uc218 \uc788\ub2e4\ub294 \uac83\uc774\ub2e4.<\/p>\n<div style=\"width:100%;margin:24px 0;border:1px solid #ddd;overflow:hidden;\">\n<div style=\"display:flex;border-bottom:1px solid #ddd; background:#f5f5f5;\">\n<div style=\"flex:1.4;padding:10px 12px;font-family:'Space Mono',monospace;font-size:13px;font-weight:700;color:#222;border-right:1px solid #ddd;\">\uc9c0\ud45c<\/div>\n<div style=\"flex:1;padding:10px 12px;font-family:'Space Mono',monospace;font-size:13px;font-weight:700;color:#222;border-right:1px solid #ddd;\">Prysmian<\/div>\n<div style=\"flex:1;padding:10px 12px;font-family:'Space Mono',monospace;font-size:13px;font-weight:700;color:#222;\">\ube44\uace0<\/div>\n<\/div>\n<div style=\"display:flex;border-bottom:1px solid #eee;\">\n<div style=\"flex:1.4;padding:9px 12px;font-size:14px;color:#222;border-right:1px solid #eee;\">2025 \ub9e4\ucd9c<\/div>\n<div style=\"flex:1;padding:9px 12px;font-size:14px;font-family:'Space Mono',monospace;color:#222;border-right:1px solid #eee;\">\u20ac19.65B<\/div>\n<div style=\"flex:1;padding:9px 12px;font-size:14px;color:#222;\">\uc720\uae30\uc131\uc7a5 +5.4%<\/div>\n<\/div>\n<div style=\"display:flex;border-bottom:1px solid #eee;\">\n<div style=\"flex:1.4;padding:9px 12px;font-size:14px;color:#222;border-right:1px solid #eee;\">Transmission \ubc31\ub85c\uadf8<\/div>\n<div style=\"flex:1;padding:9px 12px;font-size:14px;font-family:'Space Mono',monospace;color:#222;border-right:1px solid #eee;\">\u20ac17B+<\/div>\n<div style=\"flex:1;padding:9px 12px;font-size:14px;color:#222;\">+\u20ac2B \ubbf8\ud3b8\uc785 \ubcc4\ub3c4<\/div>\n<\/div>\n<div style=\"display:flex;border-bottom:1px solid #eee;\">\n<div style=\"flex:1.4;padding:9px 12px;font-size:14px;color:#222;border-right:1px solid #eee;\">Transmission \ub9c8\uc9c4<\/div>\n<div style=\"flex:1;padding:9px 12px;font-size:14px;font-family:'Space Mono',monospace;color:#222;border-right:1px solid #eee;\">20.9%<\/div>\n<div style=\"flex:1;padding:9px 12px;font-size:14px;color:#222;\">2028 \ubaa9\ud45c \uc870\uae30 \ub2ec\uc131<\/div>\n<\/div>\n<div style=\"display:flex;\">\n<div style=\"flex:1.4;padding:9px 12px;font-size:14px;color:#222;border-right:1px solid #eee;\">2026F EBITDA<\/div>\n<div style=\"flex:1;padding:9px 12px;font-size:14px;font-family:'Space Mono',monospace;color:#222;border-right:1px solid #eee;\">\u20ac2.625~2.775B<\/div>\n<div style=\"flex:1;padding:9px 12px;font-size:14px;color:#222;\">FCF \u20ac1.3~1.4B<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"s-calc\" style=\"margin-bottom:52px;\">\n<div style=\"display:flex;align-items:center;gap:12px;margin-bottom:14px;padding-top:20px;border-top:1px solid #ddd;\">\n<span style=\"display:inline-block;width:28px;height:28px;background:#a38606;color:#fff;font-family:'Space Mono',monospace;font-size:13px;text-align:center;line-height:28px;flex-shrink:0;\">05<\/span><br \/>\n<span style=\"font-family:'DM Serif Display',serif;font-size:22px;color:#222;\">&#8220;\uc218\uc8fc\uc794\uace0\ub85c \uc5ed\uc0b0\ud574\ubcf4\uae30&#8221;<\/span>\n<\/div>\n<p style=\"margin:0 0 18px 0;\">\uc138 \ud68c\uc0ac \uc218\uc8fc\uc794\uace0\ub97c \ub098\ub780\ud788 \ub193\uace0 \ubcf4\uba74 \uacf5\ud1b5\uc810\uc774 \uc788\ub2e4. \ubaa8\ub450 \uc5f0\ub9e4\ucd9c\uc758 1.4\ubc30\uc5d0\uc11c 5\ubc30\ub97c \uc6c3\ub3c4\ub294 \uc794\uace0\ub97c \uc774\ubbf8 \ud655\ubcf4\ud588\ub2e4\ub294 \uc810\uc774\ub2e4. \uc774\uac74 \ub2e8\uc21c \uc131\uc7a5 \uc2a4\ud1a0\ub9ac\uac00 \uc544\ub2c8\ub77c \uc774\ubbf8 \ud655\uc815\ub41c \ubbf8\ub798 \ub9e4\ucd9c\uc774 \uc313\uc5ec\uc788\ub2e4\ub294 \uc598\uae30\ub2e4.<\/p>\n<div style=\"background:#f8f8f8;border:1px solid #ddd;padding:20px 22px;margin:0 0 24px 0;\">\n<p style=\"font-family:'Space Mono',monospace;font-size:13px;color:#555;margin:0 0 14px 0;\">\ubc31\ub85c\uadf8 \ucee4\ubc84\ub9ac\uc9c0 \uc5ed\uc0b0<\/p>\n<p style=\"font-size:14px;color:#222;line-height:1.8;margin:0 0 10px 0;\"><strong>Quanta Services<\/strong><br \/>\uc218\uc8fc\uc794\uace0 $440\uc5b5 \u00f7 2025\ub144 \ub9e4\ucd9c ~$280\uc5b5 = <strong>\uc57d 1.5\ub144\uce58<\/strong> \uc120\ud655\ubcf4. 2026F \ub9e4\ucd9c $375\uc5b5 \ucee8\uc13c\uc11c\uc2a4\uac00 \uc720\uc9c0\ub41c\ub2e4\uba74 \uc794\uace0 \uc18c\uc9c4 \uc18d\ub3c4\uc640 \uc2e0\uaddc \uc218\uc8fc \uc720\uc785\uc774 \uade0\ud615\uc744 \ub9de\ucd94\ub294 \uad6c\uc870\ub2e4.<\/p>\n<p style=\"font-size:14px;color:#222;line-height:1.8;margin:0 0 10px 0;\"><strong>GE Vernova Electrification<\/strong><br \/>\uc7a5\ube44 \ubc31\ub85c\uadf8 $305\uc5b5 \u00f7 Electrification \uc138\uadf8\uba3c\ud2b8 \ub9e4\ucd9c $96\uc5b5(2025) = <strong>\uc57d 3.2\ub144\uce58<\/strong>. Prolec GE \uc778\uc218\ub85c \uc0dd\uc0b0 \ub2a5\ub825\uc774 \ub298\uc5b4\ub0ac\uc73c\ub2c8 \uc18c\ud654 \uc18d\ub3c4\uac00 \ube68\ub77c\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n<p style=\"font-size:14px;color:#222;line-height:1.8;margin:0;\"><strong>Prysmian Transmission<\/strong><br \/>\ubc31\ub85c\uadf8 \u20ac170\uc5b5(+\ubbf8\ud3b8\uc785 \u20ac20\uc5b5) \u00f7 2025 Transmission \ub9e4\ucd9c \u20ac32.6\uc5b5 = <strong>\uc57d 5.2\ub144\uce58<\/strong>. \uc0dd\uc0b0 \uacf5\uc7a5 \ud3ec\ud654 \uc0c1\ud0dc\ub2e4. \ub9c8\uc9c4 20% \uc774\uc0c1\uc744 \uc720\uc9c0\ud558\uba74\uc11c \uc794\uace0\ub97c \uc18c\ud654\ud55c\ub2e4\ub294 \uac8c \ud575\uc2ec \ud22c\uc790 \ub17c\ub9ac\ub2e4.<\/p>\n<\/div>\n<p style=\"margin:0 0 18px 0;\">Prysmian Transmission\ub9cc \ub530\ub85c \uacc4\uc0b0\ud574\ubcf4\uba74 \ub354 \uad6c\uccb4\uc801\uc774\ub2e4. \ubc31\ub85c\uadf8 \u20ac190\uc5b5(\uacf5\uc2dd+\ube44\uacf5\uc2dd) \u00d7 EBITDA \ub9c8\uc9c4 20% \uac00\uc815 = <strong>\uc7a0\uc7ac EBITDA \u20ac38\uc5b5<\/strong>. \uc774\uac8c 3~5\ub144\uc5d0 \uac78\uccd0 \ubd84\uc0b0 \uc778\uc2dd\ub41c\ub2e4\uba74 \uc5f0 \u20ac7~12\uc5b5 \uc218\uc900\uc774\ub2e4. (\ubb3c\ub860 \ud655\uc815\ub418\ub294 \uc774\uc775\uc740 \uc544\ub2d8!) \ud604\uc7ac Prysmian \uadf8\ub8f9 \uc804\uccb4 EBITDA \uac00\uc774\ub358\uc2a4(\u20ac26~28\uc5b5)\uc758 25~45%\ub97c Transmission \ud558\ub098\uac00 \ub9cc\ub4e4\uc5b4\ub0bc \uc218 \uc788\ub2e4\ub294 \uc598\uae30\ub2e4. Transmission\uc774 \uc774\uc81c Prysmian\uc758 \uc804\ub7b5 \ud575\uc2ec\uc774 \ub420\uc9c0 \uc9c0\ucf1c\ubd10\uc57c \ud558\ub294 \uc774\uc720\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;\">Quanta\ub294 \uc131\uaca9\uc774 \uc870\uae08 \ub2e4\ub978\ub370, EPC \uc2dc\uacf5 \uc0ac\uc5c5 \ud2b9\uc131\uc0c1 EBITDA \ub9c8\uc9c4\uc774 7~9% \uc218\uc900\uc73c\ub85c \uc81c\uc870\uc0ac\ubcf4\ub2e4\ub294 \ub0ae\ub2e4. \ub300\uc2e0 \uaddc\ubaa8\uac00 \ud06c\ub2e4. $280\uc5b5 \ub9e4\ucd9c\uc5d0 \ub9c8\uc9c4 8% \uc801\uc6a9\ud558\uba74 EBITDA $22\uc5b5 \ucbe4 \ub418\uace0, \uc774\uac74 \uc808\ub300 \uc791\uc740 \uc22b\uc790\uac00 \uc544\ub2c8\ub2e4. \uadf8\ub9ac\uace0 \uc218\uc8fc\uc794\uace0 $440\uc5b5\uc774 \uc9c0\uc18d\uc801\uc73c\ub85c \uac31\uc2e0\ub418\ub294 \ud55c \uc131\uc7a5\uc774 \uaebe\uc77c \uc774\uc720\ub3c4 \uc5c6\ub2e4.<\/p>\n<\/div>\n<div id=\"s-risk\" style=\"margin-bottom:52px;\">\n<div style=\"display:flex;align-items:center;gap:12px;margin-bottom:14px;padding-top:20px;border-top:1px solid #ddd;\">\n<span style=\"display:inline-block;width:28px;height:28px;background:#a38606;color:#fff;font-family:'Space Mono',monospace;font-size:13px;text-align:center;line-height:28px;flex-shrink:0;\">06<\/span><br \/>\n<span style=\"font-family:'DM Serif Display',serif;font-size:22px;color:#222;\">&#8220;\uc774 \uc139\ud130\uc758 \ub9ac\uc2a4\ud06c\uc640 ETF \ubd84\uc11d&#8221;<\/span>\n<\/div>\n<p style=\"margin:0 0 18px 0;\">\uc774 \uc139\ud130\uc758 \ub9ac\uc2a4\ud06c\ub294 \ubcc0\uc555\uae30 \uc81c\uc870\uc0ac \ub9ac\uc2a4\ud06c\uc640\ub294 \uc870\uae08 \uc131\uaca9\uc774 \ub2e4\ub974\ub2e4. \ubcc0\uc555\uae30\ub294 \uad00\uc138\uc640 \uacbd\uc7c1 \uc2ec\ud654\uac00 \ud575\uc2ec \ub9ac\uc2a4\ud06c\uc600\ub294\ub370, EPC\u00b7HVDC\u00b7\ucf00\uc774\ube14\uc740 \ub2e4\ub978 \ubb38\uc81c\uac00 \uc788\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;\"><strong>\ud5c8\uac00 \uc9c0\uc5f0<\/strong>\uc774 \uac00\uc7a5 \ud604\uc2e4\uc801\uc778 \uc704\ud611\uc774\ub2e4. Quanta\uac00 \uc218\uc8fc\uc794\uace0\ub97c \uc544\ubb34\ub9ac \uc313\uc544\ub3c4, \uc2e4\uc81c \ucc29\uacf5\uc774 \ud5c8\uac00 \uc9c0\uc5f0\uc73c\ub85c \ubc00\ub824\ubc84\ub9ac\uba74 \ub9e4\ucd9c \uc778\uc2dd\uc774 \ub2a6\uc5b4\uc9c4\ub2e4. \ubbf8\uad6d\uc5d0\uc11c \uc1a1\uc804\uc120 \ud558\ub098\ub97c \uc0c8\ub85c \uae54\ub824\uba74 \uc5f0\ubc29\u00b7\uc8fc\u00b7\uc9c0\ubc29 \uc815\ubd80 \ud5c8\uac00\uac00 \uc911\ucca9\ub41c\ub2e4. DOE\uac00 2025\ub144 9\uc6d4 &#8220;Speed to Power&#8221; \uc774\ub2c8\uc154\ud2f0\ube0c\ub97c \ucd9c\ubc94\uc2dc\ud0a8 \uac83 \uc790\uccb4\uac00 \uc774 \ubb38\uc81c\ub97c \uc778\uc815\ud55c \uac83\uc774\ub2e4. \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\uac00 \uaddc\uc81c \uac04\uc18c\ud654\uc5d0\ub294 \uc6b0\ud638\uc801\uc774\uc9c0\ub9cc, \uc5f0\ubc29 \uc804\ub825\ub9dd \uacc4\ud68d\uc5d0 \uac1c\uc785\ud558\ub294 \ubc29\uc2dd\uc774 \uc608\uce21 \ubd88\uac00\ub2a5\ud558\ub2e4\ub294 \uc810\uc774 \ub610 \ub2e4\ub978 \ubcc0\uc218\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;\">Prysmian\uc5d0\ub294 <strong>\uad6c\ub9ac\u00b7\uc54c\ub8e8\ubbf8\ub284 \uc6d0\uc790\uc7ac \uac00\uaca9<\/strong>\ub3c4 \ub9c8\uc9c4 \ubcc0\ub3d9\uc131\uc5d0 \uc601\ud5a5\uc744 \uc900\ub2e4. HVDC \ucf00\uc774\ube14\uc774 \uad6c\ub9ac \ud568\ub7c9\uc774 \ub192\ub2e4\ubcf4\ub2c8 \uace0\uc815\uac00 \uacc4\uc57d\ubc29\uc2dd\uc5d0\uc11c \uc6d0\uc790\uc7ac\uac00 \uae09\ub4f1\ud558\uba74 \ub9c8\uc9c4\uc774 \uc904\uc5b4\ub4e4\uac8c \ub418\ub294 \uac83\uc774\ub2e4. 2025\ub144 4\ubd84\uae30 Power Grid \ubd80\ubb38 \ub9c8\uc9c4\uc774 \uc77c\uc2dc\uc801\uc73c\ub85c \ub5a8\uc5b4\uc9c4 \uac83\ub3c4 \uad6c\ub9ac \ud504\ub9ac\ubbf8\uc5c4 \uae09\ub4f1 \ud0d3\uc774\uc5c8\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;\">GE-V\ub294 &#8216;Wind&#8217; \uc0ac\uc5c5 \uc190\uc2e4\uc774 \uc5b8\uc81c \uc815\uc0c1\ud654\ub418\ub290\ub0d0\uac00 \uac00\uc7a5 \ud070 \ubcc0\uc218\ub2e4. &#8216;Electrification&#8217;\uc774 \uc544\ubb34\ub9ac \uc798 \ud574\ub3c4 &#8216;Wind&#8217;\uac00 \ubc1c\ubaa9\uc744 \uc7a1\uc73c\uba74 \uc8fc\uac00 \ub9ac\ub808\uc774\ud305\uc774 \ub2a6\uc5b4\uc9c4\ub2e4.<\/p>\n<p style=\"margin:0 0 18px 0;\">\uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc774 \uc138 \uae30\uc5c5\uc758 \uacf5\ud1b5\uc810\uc740 <strong>\uc218\uc8fc\uc794\uace0 \uae30\ubc18 \uc2e4\uc801 \uac00\uc2dc\uc131<\/strong>\uc774\ub2e4. \uc774\ubbf8 \ud655\ubcf4\ud55c \ubb3c\ub7c9\uc774 3~5\ub144\uce58\ub2e4. \ub2e8\uae30 \uacbd\uae30 \ubcc0\ub3d9\uc5d0 \ud754\ub4e4\ub9b4 \uad6c\uc870\uac00 \uc544\ub2c8\ub2e4.<\/p>\n<p style=\"margin:0 0 14px 0;\">\uc774 \ud14c\ub9c8\ub97c ETF\ub85c \uc811\uadfc\ud55c\ub2e4\uba74, \uc55e\uc11c \ub2e4\ub978 \uae00\uc5d0\uc11c \uc18c\uac1c\ud55c GRID\u00b7ZAP\u00b7AMPS\uac00 \uac00\uc7a5 \uc9c1\uc811\uc801\uc778 \ud22c\uc790 \ubc29\uc2dd\uc774\ub2e4. \uad6d\ub0b4 ETF \uc911\uc5d0\uc11c\ub294 TIGER \ucf54\ub9ac\uc544AI\uc804\ub825\uae30\uae30TOP3\ud50c\ub7ec\uc2a4\uac00 \uc788\uc9c0\ub9cc K-\ubcc0\uc555\uae30 3\u793e \uc911\uc2ec\uc774\ub77c \uc774 \uc139\ud130\uc640 \uc131\uaca9\uc774 \uc57d\uac04 \ub2e4\ub974\uace0, KODEX \ubbf8\uad6dAI\uc804\ub825\ud575\uc2ec\uc778\ud504\ub77c\uc640 RISE AI\uc804\ub825\uc778\ud504\ub77c\uac00 GEV\u00b7Quanta \uac19\uc740 \ubbf8\uad6d \uae30\uc5c5 \ube44\uc911\uc774 \ub192\uc544 \ub354  \uc720\uc0ac\ud558\ub2e4\uace0 \ubcfc \uc218 \uc788\ub2e4. (\ub2e8, Prysmian\uc740 \uc774\ud0c8\ub9ac\uc544 \uc0c1\uc7a5 \uae30\uc5c5\uc774\ub77c \ub300\ubd80\ubd84\uc758 \uad6d\ub0b4 ETF\uc5d0\uc11c \ube44\uc911\uc774 \ub0ae\uac70\ub098 \uc5c6\uc744 \uc218 \uc788\uc74c\/\ud655\uc778\ud544\uc694!) <\/p>\n<p style=\"margin:0;\">\uc815\ub9ac\ub97c \ud574\ubcf4\uba74, \uc55e\uc120 \ud3ec\uc2a4\ud305\uc774 &#8220;\uc804\uae30\ub97c \ub9cc\ub4dc\ub294 \uc7a5\ube44&#8221; \uc911\uc2ec\uc774\uc5c8\ub2e4\uba74, \uc774\ubc88 \ud3ec\uc2a4\ud305\uc740 &#8220;\uc804\uae30\ub97c \uc5f0\uacb0\ud558\ub294 \uc778\ud504\ub77c&#8221; \uae30\uc5c5\uc5d0 \ub300\ud574 \uc54c\uc544\ubd24\ub2e4. \uacc4\ud1b5 \ubcd1\ubaa9\uc740 \uc7a5\ube44 \ubb38\uc81c\uac00 \uc544\ub2c8\ub77c \uac74\uc124\u00b7\ucf00\uc774\ube14\u00b7HVDC \uc2dc\uc2a4\ud15c \ubb38\uc81c\uc774\uace0, Quanta\ub294 \uadf8\uac78 \uc9d3\ub294 \ud68c\uc0ac, GEV\ub294 \uadf8\uac78 \uc704\ud55c \uc7a5\ube44\ub97c \ub9cc\ub4dc\ub294 \ud68c\uc0ac, Prysmian\uc740 \uadf8\uac78 \ud574\uc800\uae4c\uc9c0 \uc5f0\uacb0\ud558\ub294 \ucf00\uc774\ube14\uc744 \ub9cc\ub4dc\ub294 \ud68c\uc0ac\uc784\uc744 \uc54c\uac8c\ub418\uc5c8\ub2e4. \uc138 \uae30\uc5c5\uc744 \ud568\uaed8 \ubcf4\uba74 \uacc4\ud1b5 \ubcd1\ubaa9 \ud574\uc18c \uc0ac\uc774\ud074\uc758 \uc804\uccb4 \ubc38\ub958\uccb4\uc778\uc774 \uc870\uae08\uc774\ub098\ub9c8 \ub208\uc5d0 \ub4e4\uc5b4\uc628\ub2e4.<\/p>\n<\/div>\n<footer style=\"margin-top:40px;padding:20px 0;border-top:1px solid #ddd;\">\n<p style=\"font-size:13.5px;color:#999;line-height:1.8;font-family:'Noto Sans KR',sans-serif;margin:0;\">\u203b \uc774 \uc815\ubcf4\ub294 <strong style=\"color:#555;\">2026\ub144 4\uc6d4 15\uc77c \uae30\uc900 \uacf5\uac1c \uc790\ub8cc<\/strong>(\uac01\uc0ac SEC \uacf5\uc2dc, IR \uc790\ub8cc, 2025\ub144 \uc5f0\uac04 \uc2e4\uc801 \uae30\uc900)\ub97c \ubc18\uc601\ud558\uc5ec \uc791\uc131\ud558\uc600\uc73c\uba70, \uc774\ud6c4 \uc2dc\uc7a5 \uc0c1\ud669\u00b7\uc2e4\uc801 \ubc1c\ud45c\u00b7\ud658\uc728 \ubcc0\ub3d9\uc5d0 \ub530\ub77c \uc218\uce58\uac00 \ub2ec\ub77c\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubcf8 \uae00\uc740 \uac1c\uc778 \ud22c\uc790 \ucc38\uace0 \ubaa9\uc801\uc73c\ub85c \uc791\uc131\ud55c \uac83\uc73c\ub85c \ud22c\uc790 \uad8c\uc720\uac00 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n<\/footer>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>\uc55e\uc120 \uae00\uc5d0\uc11c AI\uae30\uc220 \ubc1c\uc804\uc5d0 \ub530\ub978 \uc804\ub825\uc0b0\uc5c5 \uc804\ubc18\uc758 \uc288\ud37c \uc0ac\uc774\ud074\uc5d0 \ub300\ud574\uc11c \uc9da\uc5b4\ubd24\ub2e4. \uadf8\ub54c\ub294 \ubcc0\uc555\uae30\uc640 \ubc30\uc804\ubc18 \uc911\uc2ec\uc73c\ub85c \ud6a8\uc131\uc911\uacf5\uc5c5, HD\ud604\ub300\uc77c\ub809\ud2b8\ub9ad, LS\uc77c\ub809\ud2b8\ub9ad \ub4f1\uc744 \uc54c\uc544\ubd24\ub294\ub370 \uc774\ubc88\uc5d0\ub294 \uadf8 \ub2e4\uc74c \ub2e8\uacc4, \uc989<span class=\"more-link theme-more-link\"><a href=\"https:\/\/routiner7.com\/mil\/grid-transmission-supercycle\/\">\uc77d\uc5b4\ubcf4\uae30<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":5928,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[80],"tags":[],"class_list":["entry","author-milad","post-5920","post","type-post","status-publish","format-standard","has-post-thumbnail","category-insight"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\ubcc0\uc555\uae30 \ub2e4\uc74c \ub208\uc5ec\uaca8 \ubd10\uc57c\ud560 \uacf3 - \uc1a1\uc804\ub9dd \uc99d\uc124 \ud22c\uc790 \uc9c0\ub3c4 (Quanta\u00b7GE Vernova\u00b7Prysmian)<\/title>\n<meta name=\"description\" content=\"\uc804\ub825\uc0b0\uc5c5 \ubd84\uc57c\uc5d0\uc11c, \uc2e4\uc81c\ub85c \uc120\uc744 \uae54\uace0, HVDC \ucee8\ubc84\ud130\ub97c \ub0a9\ud488\ud558\uace0, \ud574\uc800\uc5d0 \ucf00\uc774\ube14\uc744 \ub0b4\ub9ac\ub294 \uae30\uc5c5\ub4e4\uc740 \uc544\uc9c1 \ub35c \uc870\uba85\ub410\ub2e4. 2024\ub144 \ub9d0 \uae30\uc900 \ubbf8\uad6d \uacc4\ud1b5 \uc5f0\uacb0 \ub300\uae30 \uc6a9\ub7c9\ub9cc 2,290GW. \uacc4\ud1b5 \ubcd1\ubaa9\uc740 \uc7a5\ube44\uac00 \uc544\ub2c8\ub77c \uac74\uc124\u00b7\ucf00\uc774\ube14\u00b7HVDC \ub4f1 \uc1a1\uc804\ub9dd \uc2dc\uc2a4\ud15c\uc758 \ubb38\uc81c\ub2e4.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/routiner7.com\/mil\/grid-transmission-supercycle\/\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\ubcc0\uc555\uae30 \ub2e4\uc74c \ub208\uc5ec\uaca8 \ubd10\uc57c\ud560 \uacf3 - \uc1a1\uc804\ub9dd \uc99d\uc124 \ud22c\uc790 \uc9c0\ub3c4 (Quanta\u00b7GE Vernova\u00b7Prysmian)\" 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