#전기차 Analysis Reports
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Tesla closed at $342.27 on 2026-08-14, up +0.68% from the previous close. Q2 2026 (reported 2026-07-22) revenue was $28.24 billion, up +26% year-over-year, and vehicle deliveries reached a quarterly record of 480,126 units, while operating margin declined to 1.4%. During the same period, the NHTSA upgraded its federal investigation into FSD from a preliminary evaluation to an engineering analysis, and unsupervised robotaxi service expanded to 6 cities across Texas and Florida as of August 2026.
EcoPro BM is a battery materials company that manufactures high-nickel NCA and NCMA cathode materials. It disclosed Q2 2026 (consolidated) revenue of KRW 576.7 billion (-26.0% YoY) and operating profit of KRW 18.0 billion (-63% YoY), marking a second consecutive profitable quarter (Herald Corporation, 2026-07-31). On June 30, 2026, the board resolved a KRW 1.1999 trillion rights offering (9,909,900 new shares, planned issue price KRW 121,200); following two rounds of correction requested by the Financial Supervisory Service, the securities registration statement's effective date was pushed back to 2026-08-25 (news.md, as received 2026-08-09). Of the proceeds, KRW 915.0 billion is earmarked for acquiring a stake in the BNSI nickel smelter in Indonesia (90,000-ton annual capacity, 39% stake held by EcoPro Group); the smelter was 39.2% complete as of 2026-08-11 and is targeting trial operation in December (Newspim, 2026-08-11). The closing price as of the analysis date (2026-08-14) was KRW 116,700.
Enchem is a KOSDAQ-listed manufacturer of electrolytes for lithium-ion batteries and EDLCs. For fiscal year 2025, consolidated revenue was KRW 312,794,040,000 and operating loss was KRW 78,386,660,000 (Business Report, DART receipt no. 20260326001049). Cumulative revenue for H1 2026 (as of 2026-06-30) was KRW 186,432,620,000, with an operating loss of KRW 35,781,400,000 (Semiannual Report, DART receipt no. 20260814004135). On 2026-03-25, the largest shareholder changed from Oh Jeong-gang to Wyatt Group Co., Ltd., and around the same time the audit report noted an unqualified opinion together with a disclosure of substantial doubt about the company's ability to continue as a going concern (Semiannual Report; Samil PwC). In December 2025, the company signed a five-year (2026-2030) electrolyte supply agreement with CATL for a total of 350,000 tons, valued at approximately KRW 1.5 trillion (ETNews, 2025-12-23).
LG Energy Solution recorded cumulative H1 2026 (semiannual report) revenue of KRW 14.1152 trillion, an operating loss of KRW 94.5 billion, and a net loss of KRW 1.2727 trillion (DART filing no. 20260813000255, as of 2026-06-30). For Q2 2026 alone, revenue was KRW 7.5602 trillion and operating profit was KRW 113.3 billion, returning to profit for the first time in three quarters; however, KRW 241.0 billion of this reflects the U.S. IRA Section 45X (AMPC) production tax credit, and excluding this amount the quarter's underlying operating loss was KRW 127.7 billion (2026-07-30 earnings release). As of 2026-08-14, the closing price was KRW 369,000 (+1.37% vs. the previous day) and market capitalization was KRW 86.346 trillion (Toss Securities Open API, DART, 2026-08-14).
In its semiannual report (DART receipt no. 20260814000512) filed on August 14, 2026, Sungeel HiTech disclosed that H1 2026 (consolidated, cumulative) revenue was KRW 137.7 billion and operating profit turned positive at KRW 6.3 billion, while net loss for the period was KRW 13.5 billion. The closing price on the same day was KRW 38,350, up 7.57% from the previous day, with trading volume of 234,579 shares. As of June 19, 2026, largest shareholder Lee Kang-myung and related parties held a 35.99% stake, and on May 8, 2026 the company received payment for 648,414 new shares (issue price KRW 69,400) from a third-party allotment capital increase, raising working capital for raw material purchases.
Kakao posted Q1 2026 consolidated revenue of KRW 1.9421 trillion (+11% YoY) and operating profit of KRW 211.4 billion (+66%), its highest-ever Q1 result. Talk Biz revenue was KRW 608.6 billion (+9%, with ad revenue of KRW 338.4 billion, +16%), while the Content segment, led by music and media, posted revenue of KRW 759.4 billion (+5%). On a consolidated basis for FY2025, operating revenue was KRW 8.0991 trillion and operating profit was KRW 732.0 billion (per the DART business report); founder Kim Beom-soo, Head of the Future Initiative Center, is undergoing an appeal after a not-guilty verdict at the first trial over SM Entertainment stock price manipulation allegations.
Samkee (122350) closed at 1,664 KRW on 2026-08-04, up +30.00% from the previous day, with trading volume of 7,067,144 shares (Toss Securities Open API). The company is an aluminum die-casting-based manufacturer of automotive engine and transmission parts; it announced on 2026-06-24 that it was selected as a developer of the upper-body skeletal structure frame for a global robotics company's humanoid robot, and on 2026-07-02 announced the start of initial-quantity supply (Newspim). For fiscal year 2025, consolidated revenue was KRW 570.539 billion, operating profit was KRW 8.277 billion, and net loss was KRW -10.342 billion (DART business report, as of 2025-12-31).
Gridwiz is a domestic demand response (DR) operator that participates in the Korea Power Exchange's demand resource market. According to its 2026 semi-annual report (receipt No. 20260814002782), it posted revenue of 414.66억원 and an operating loss of 38.50억원. In the previous fiscal year's 2025 annual business report (receipt No. 20260619000475), annual revenue was 1,256.09억원 (+0.7% YoY) and operating profit was 8.16억원, turning profitable from a 2024 operating loss of 43.43억원. On 2026-08-13, the company signed an MOU with SMR specialist ARX to jointly develop an integrated power and cooling solution for AI data centers (Electronic Times, 2026-08-13). The reference-date closing price on 2026-08-14 was 15,900원, down -0.44% from the previous day.
Alphabet Inc. (GOOGL) is a holding company composed of the Google Services, Google Cloud, and Other Bets segments. In FY2025 (fiscal year ended December 2025), it recorded revenue of 402.836 billion USD (+15.09% YoY) and net income of 132.17 billion USD (+32.01% YoY). Google Cloud's FY2025 revenue reached 58.71 billion USD, with operating margin expanding to 23.69%, widening its profit margin, and Q1 2026 revenue was 109.9 billion USD (+22% YoY). On 2026-07-16, the European Commission mandated search data sharing and Android openness under the Digital Markets Act (DMA), and around the same time the delay of the Gemini 3.5 Pro launch was confirmed. Q2 2026 earnings are pending, with the announcement date reported inconsistently across sources as either 07-22 or 07-28.