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北京时间·🕒 发布 21:13:16时区推断·⟳ 抓取 21:16:10·⚡ 决策 07-27 21:17:23 +1m13s·91.9 天前
SKC二季度亏损收窄但仍未扭亏，化学业务改善、铜箔收入创新高
SKC二季度收入同比增长38.3%、经营亏损收窄至144亿韩元，方向上有经营修复信号。
📄 原文The Elec English↗ 原文
SKC Narrows Q2 Operating Loss on Chemical Business Recovery
이전 기사보기 다음 기사보기 SKC Narrows Q2 Operating Loss on Chemical Business Recovery Character Size Settings 가 The body content…
不做 SKC（011790.KS）
财报虽显示亏损收窄但仍未扭亏，且披露日可预期、主流媒体已传播、未见相对一致预期的明确正向超预期；近期股价已剧烈波动，盘后追多没有足够正期望。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- Aju Press报道SKC二季度销售6454亿韩元、经营亏损144亿韩元、EBITDA连续两个季度为正，说明同一财报信息在The Elec前已公开传播。
- Yonhap报道SKC仍处亏损，二季度净亏损822亿韩元、经营亏损144亿韩元，强化了该事件并非单一低扩散首发。
- The Elec补充化学、铜箔、半导体材料和玻璃基板分部细节，但核心财报数字此前已被媒体报道。
- SKC在财报前一个交易日收81800韩元、下跌6.83%，且7月23日曾上涨10.16%，短线价量已高度波动。市场反应:011790.KS 2026-07-23 +10.16%，2026-07-24 -6.83%。
关键理由
- SKC二季度收入同比增长38.3%、经营亏损收窄至144亿韩元，方向上有经营修复信号。
- 但公司仍处经营亏损和净亏损状态，且该财报日历可预期，未看到相对一致预期的明确正向超预期。
- 7月24日前股价已处弱势且7月23日曾大涨10.16%后次日回落6.83%，财报后追多的见光死风险较高。
主要风险
- 若后续公司电话会给出铜箔或AI数据中心测试插座订单/产能利用率的超预期指引，可能需要重新评估。
- 本次报道未披露足以量化短期利润拐点的新增订单或全年指引上修。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-27 · 影响 weakens
反向证据是公司二季度仍录得经营亏损144亿韩元、净亏损822亿韩元，未形成明确扭亏催化。
检索:SKC Q2 2026 operating loss net loss consensus 原文 ↗
原文全文
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스크롤 이동 상태바
Supply Chain
Revenue jumps 38.3% as chemical segment operating profit surges 218%.
Selye Moon
Published 2026.07.27 22:13
Reply 0
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SKC corporate image. (Photo: SKC)
SKC reported consolidated revenue of 645.4 billion won and an operating loss of 14.4 billion won for the second quarter, the company said on July 27. The operating loss narrowed on improved profitability in its chemical business and record quarterly revenue from its copper foil business. SKC also strengthened its financial position after completing a 1.1647 trillion won rights offering.
Compared with a year earlier, revenue increased 38.3% while the operating loss narrowed by 54.1 billion won. Compared with the previous quarter, revenue rose about 30% and the operating loss declined by 14.3 billion won, roughly halving the deficit. Earnings before interest, taxes, depreciation and amortization (EBITDA) reached 29.1 billion won, nearly tripling from 9.3 billion won in the previous quarter and remaining positive for a second consecutive quarter.
The improvement was led by the chemical business. The segment posted revenue of 317.8 billion won and operating profit of 30.5 billion won. Revenue increased 17% from the previous quarter, while operating profit surged 218%. Higher prices for propylene glycol (PG) and propylene oxide (PO), increased sales of high-value-added products, cost reductions, and improved process efficiency boosted profitability.
The copper foil business recorded quarterly revenue of 254 billion won, the highest in its history. The operating loss narrowed to 30.8 billion won, improving by 7.3 billion won from a year earlier and by 1.8 billion won from the previous quarter. North America accounted for 67% of segment revenue. Sales volumes of copper foil for energy storage systems (ESS) and electric vehicles (EVs) increased 76% and 28%, respectively. The company plans to strengthen cost competitiveness by fully launching production and sales operations in Malaysia during the second half of the year.
The semiconductor materials business generated revenue of 72.9 billion won and operating profit of 21.3 billion won. Revenue from test sockets for artificial intelligence (AI) data centers increased 66% from a year earlier. The business maintained profitability by expanding the share of high-value-added products. In the second half, SKC plans to increase production capacity through the expansion of its first Vietnam plant to meet growing customer demand.
The glass substrate business has begun implementing a two-track strategy covering both embedded and non-embedded products. Embedded products have entered initial reliability testing. For non-embedded products, the company has launched a new project by supplying prototype products for next-generation network semiconductors to a U.S. telecommunications company. During the second half, SKC plans to complete reliability testing for embedded products and conduct proof-of-concept (POC) evaluations for non-embedded products.
"Improved profitability across all businesses and visible progress in new businesses have established a foundation for earnings recovery," SKC said. "In the second half, we will continue focusing on improving profitability through operational efficiency while strengthening the technological competitiveness of our new businesses."
selyesel@thelec.kr
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다음 기사보기
SKC Narrows Q2 Operating Loss on Chemical Business Recovery
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가
The body content of the article will be changed to this letter size.
스크롤 이동 상태바
Supply Chain
Revenue jumps 38.3% as chemical segment operating profit surges 218%.
Selye Moon
Published 2026.07.27 22:13
Reply 0
이 기사를 공유합니다
SKC corporate image. (Photo: SKC)
SKC reported consolidated revenue of 645.4 billion won and an operating loss of 14.4 billion won for the second quarter, the company said on July 27. The operating loss narrowed on improved profitability in its chemical business and record quarterly revenue from its copper foil business. SKC also strengthened its financial position after completing a 1.1647 trillion won rights offering.
Compared with a year earlier, revenue increased 38.3% while the operating loss narrowed by 54.1 billion won. Compared with the previous quarter, revenue rose about 30% and the operating loss declined by 14.3 billion won, roughly halving the deficit. Earnings before interest, taxes, depreciation and amortization (EBITDA) reached 29.1 billion won, nearly tripling from 9.3 billion won in the previous quarter and remaining positive for a second consecutive quarter.
The improvement was led by the chemical business. The segment posted revenue of 317.8 billion won and operating profit of 30.5 billion won. Revenue increased 17% from the previous quarter, while operating profit surged 218%. Higher prices for propylene glycol (PG) and propylene oxide (PO), increased sales of high-value-added products, cost reductions, and improved process efficiency boosted profitability.
The copper foil business recorded quarterly revenue of 254 billion won, the highest in its history. The operating loss narrowed to 30.8 billion won, improving by 7.3 billion won from a year earlier and by 1.8 billion won from the previous quarter. North America accounted for 67% of segment revenue. Sales volumes of copper foil for energy storage systems (ESS) and electric vehicles (EVs) increased 76% and 28%, respectively. The company plans to strengthen cost competitiveness by fully launching production and sales operations in Malaysia during the second half of the year.
The semiconductor materials business generated revenue of 72.9 billion won and operating profit of 21.3 billion won. Revenue from test sockets for artificial intelligence (AI) data centers increased 66% from a year earlier. The business maintained profitability by expanding the share of high-value-added products. In the second half, SKC plans to increase production capacity through the expansion of its first Vietnam plant to meet growing customer demand.
The glass substrate business has begun implementing a two-track strategy covering both embedded and non-embedded products. Embedded products have entered initial reliability testing. For non-embedded products, the company has launched a new project by supplying prototype products for next-generation network semiconductors to a U.S. telecommunications company. During the second half, SKC plans to complete reliability testing for embedded products and conduct proof-of-concept (POC) evaluations for non-embedded products.
"Improved profitability across all businesses and visible progress in new businesses have established a foundation for earnings recovery," SKC said. "In the second half, we will continue focusing on improving profitability through operational efficiency while strengthening the technological competitiveness of our new businesses."
selyesel@thelec.kr
View other news
Copyright © The Elec Inc. No unauthorized transfer and redistribution
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0
/ 400
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Sort the comments.
Newest
Recommended
Top Comments
Best comment
It is automatically exposed by adding up the number of replies and recommendations.
close
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Delete
Modify the comments
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Text
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Most Read
1
Apple Presses for 20% Cut in iPhone 18 OLED Panel Prices on 'Chipflation'
2
ASML Posts Second-Quarter Earnings Beat on Strong AI Demand, Raises Full-Year Outlook
3
US Commerce Department Says Nvidia's H200 Shipments to China Have Begun
4
Low-Res Flexible OLED Adoption Rises Amid "Chipflation"
5
Chinese AI Models Close in on OpenAI as Google Delays Gemini 3.5 Pro
6
Samsung Wins Tesla AI5 Chip for 2nm Production
7
POSCO Future M to Mass Produce Hard Carbon Anode Material for Sodium-Ion Batteries From 2028
8
Court Dismisses Webzen's Injunction to Block 'Dragon Sword: Awakening' Release
9
Samsung Plans 50-Tool Hybrid Bonding Production Line in Pyeongtaek
10
Intel Foundry Deploys High-NA EUV Tools in High-Volume Production
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