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[News Article] Posco Holdings' Q2 profit beats expectations on steelmaking recovery

Posco Holdings' Q2 profit beats expectations on steelmaking recovery    BY SARAH CHEA, Korea JoongAng Daily - Posco Holdings reported a consensus-beating 1.3 trillion won ($1 billion) in consolidated operating profit in the second quarter as the steelmaking business slowly recovers after the shutdown of Posco's Pohang steel mill last year.   The quarterly operating profit came in at 1.33 trillion won, down 38.1 percent on year, beating market expectations of 1.2 trillion won compiled by market tracker FnGuide.   On quarter, the operating profit is up by 86 percent as it resumed full operations at its Pohang factory on Jan. 20, exactly 135 days after it was shut down on Sept. 7 due to flooding caused by Typhoon Hinnamnor.   Revenues fell 12.6 percent on year to 20.1 trillion won during the same period, in line with analyst expectations of 20.7 trillion won.   Net profit was also in line with the consensus of 800 billion won, down 55.6 percent on year.   The consolidated earnings include those of its subsidiaries, which include steelmaker Posco, Posco Future M and Posco International.   "The typhoon-hit steelmaker Posco recovered the 1 trillion won level as sales normalized starting in the second quarter," Jeong Ki-seop, chief strategy officer at Posco Holdings, said during a conference call Monday morning. "The recovery of our key business is very significant."   Posco generated 841 billion won in operating profit during the April-to-June period, down 36.4 percent on year. On quarter, it is up by 235 percent.   Non-steelmaking subsidiaries also reported strong results in the second quarter.   Posco Future M generated 52.1 billion won in operating profit, down 5.6 percent on year due to increased expenses on the newly opened cathode factory in Gwangyang, South Jeolla.   Sales recorded an all-time high of 1.2 trillion won, up 48.5 percent on year.    Operating profit of battery material businesses skyrocketed 124.6 percent on year to 37.5 billion won during the same period. Sales of cathodes grew 10.4 percent to 786.3 billion won. Cathodes are the major materials in making EV batteries that make up 40 percent of the total battery cost.   Posco Future M won orders of 106 trillion won so far from various major battery makers including Samsung SDI, LG Energy Solution and Ultium Cells.   "Posco Holdings will pour 46 percent of our total investments into the secondary battery business over the next three years," said Jeong. "Profitability will kick into high gear starting in 2026."   Posco Future M aims to increase its cathode production capacity to 1 million tons and anode to 360,000 tons by 2030.    Posco International, a trading company, generated an all-time high of 357.2 billion won in operating profit, up 28 percent on year. Posco International merged with Posco Energy on Jan. 1.   Posco Holdings shares surged 16.5 percent to close at 642,000 won Monday, becoming Korea's fourth largest company in terms of market capitalization after Samsung Electronics, LG Energy Solution and SK hynix.   Source:https://koreajoongangdaily.joins.com/2023/07/24/business/industry/korea-posco-posco-holdings/20230724112044668.html 

2023.07.26

[News Article] SOS, SOS …'광산안전DX' 솔루션으로 인부 생명 지킨다

SOS, SOS …'광산안전DX' 솔루션으로 인부 생명 지킨다 매일경제 김대은 기자 - 지난 11일 강원도 영월군 상동광산 깊숙한 곳. 빛 한 점조차 들지 않는 이곳 텅스텐 채굴장에서 광산 인부가 태블릿PC를 꺼내 알림 신호를 보냈다. 그러자 바깥에 있는 관제센터에 SOS 신호가 보내졌고, 즉시 대기 중인 구조대가 출동해 인부를 끌어냈다. 현장 관계자는 "태블릿PC를 일일이 꺼내지 않더라도 안전모의 버튼을 눌러 SOS 신호를 보낼 수 있다"며 "안전모 버튼을 직접 누르지 않아도 착용자가 오랜 시간 움직임이 없거나 심박 수에 이상이 생기면 역시 SOS 신호가 보내진다"고 설명했다.  휴대전화 통신이 불가능한 상동광산에서 이 같은 일이 가능한 것은 KT와 알몬티대한중석이 공동 개발한 '광산안전DX' 솔루션 덕분이다. 통상 무선 신호가 닿지 않는 광산 내부에 LTE 케이블과 블루투스 비콘을 설치해 내외부 간 소통이 가능하도록 만든 게 골자다. 총 10억원가량을 투자해 지난해 12월부터 개발을 시작했으며, 오는 9월 중으로 솔루션 개발이 마무리될 예정이다. 1993년 폐광됐으나 이후 2015년 알몬티의 인수로 재개발이 시작된 상동광산에 국내 최초로 적용됐다. 알몬티가 이곳 상동광산에 지금까지 투자한 금액은 1500억원이 넘는다.  광산안전DX 솔루션은 크게 △스마트기기 △출입·위치 관리 △인공지능(AI) 기반 안전시스템 △작업장 환경 모니터링 4가지 요소로 구성됐다.  스마트기기는 광산 내부의 작업자가 착용하는 각종 기기를 뜻한다. 손목에 착용하는 스마트밴드 외에도 스마트태그가 장착된 안전모, 스마트폰 등으로 구성돼 있다. 스마트밴드는 지속적으로 작업자의 위치 정보와 심박 수 등 생체 정보를 모니터링해 관제센터로 전송한다. 만약 착용자가 오랜 시간 움직임이 없거나 심박 등에 이상이 생기면 자동으로 알림이 발송되는 기능을 갖췄다. 이외에도 긴급 상황이 발생했을 때 안전모에 부착된 스마트태그의 버튼을 누르면 관제센터로 SOS 신호를 보낼 수 있다. 반대로 긴급 상황 발생 시 스마트폰으로 위험 경보를 받을 수도 있다.  출입·위치 관리는 작업자 및 차량 입·출입 확인 외에도 작업자의 실시간 위치, 위치별 작업 사항 확인, 작업자의 위험 지역 진입, 차량 접근 알림 등의 기능을 지녔다. 광산 내에서 정밀한 위치 정보를 측정하기 위해 곳곳에 저전력 블루투스 비콘을 설치했다. 상술한 스마트기기가 주변의 비콘과 신호를 주고받으면서 각 비콘에서 오는 신호 강도를 이용해 거리를 계산하고 작업자의 정확한 위치를 파악하는 식이다.  AI 기반 안전시스템은 관제센터에서 현장과 작업자들의 안전을 실시간으로 모니터링하는 것이다. 관리자는 작업자의 심박 수, 넘어짐 등을 실시간 관제하고 요주의자에 대한 휴식 등 선제적인 안전 조치를 시행할 수 있다. 비상 상황 발생 시 작업자들에게 비상 메시지를 전송하고 탈출로와 피난처를 안내한다. 또한 작업자 건강 상태, 갱도 내 위치 정보 등 축적된 데이터를 AI 기반으로 분석·학습해 광산 안전 관리 개선을 위해 활용한다.  작업장 환경 모니터링은 갱도 내 배치된 다양한 측정기로 여러 환경 요소를 실시간 감시하고 위험 수치에 도달 시 작업자와 관제센터에 경고 알림을 발송한다. 유해가스 측정기는 산화질소·이산화질소·일산화탄소·이산화탄소·아산화항 등 5종의 공기 중 농도를 측정한다. 이외에도 각종 측정기가 온습도, 주요 장소의 수위·진동 등을 파악해 위험 여부를 모니터링한다.  KT와 알몬티는 이와 같은 솔루션을 도입하기 위해 광산 내부에 누설동축케이블을 설치했다. 통상 건물 지하나 터널 등에 설치하는 이 케이블은 LTE 신호를 외부로 방사하는 기능을 지녔다. 통신 인프라스트럭처는 설치 장소가 어디인지에 따라 구축 난이도 차이가 큰데, 광산은 특히 내부 굴곡이 심하고 전파 송수신을 방해하는 지형지물이 많아 통신 장비를 적절히 배치하기 어렵기 때문이다.  지속적인 채굴로 갱도 구조와 작업장 위치가 계속 변한다는 것도 광산 내부에 통신 장비 설치를 어렵게 만드는 점이다. 이에 KT와 알몬티는 발파 작업이 진행 중인 곳에는 누설동축케이블 대신 지향성 안테나와 라인앰프를 설치했다. 누설동축케이블에서 주고받는 전파가 손실될 경우를 대비해 손실된 전파를 증폭해 통신 품질을 안정화하는 라인앰프를 설치한 것이다.  이렇게 광산 안에 만들어진 통신망은 추후 도입될 채굴 장비 원격제어와 차량 자율주행 시스템 운영에도 활용될 계획이다. 강동훈 알몬티 이사는 "광산에서는 하루만 사고가 나도 막대한 손실로 이어진다"며 "솔루션 개발을 통해 취득한 안전 관련 특허는 공익을 위해 모두 공개할 예정"이라고 말했다.출처: https://www.mk.co.kr/news/it/10792055

2023.07.25

[News Article] Samsung SDI, Stellantis to build second joint EV battery plant in U.S.

Samsung SDI, Stellantis to build second joint EV battery plant in U.S.By Byun Hye-jin, The Korea Herald - Samsung SDI said Monday it is poised to build a second electric vehicle battery manufacturing plant with Stellantis in the US, ramping up its investment in the all-important EV market. The two signed a memorandum of understanding to set up the plant under StarPlus Energy, a joint venture of Samsung SDI and Stellantis, with an initial annual production capacity of 34 gigawatt hours. It is slated to start production in 2027. The location of the plant has yet to be decided. The Korean battery maker’s first US production base and the first joint battery plant with Stellantis in Kokomo, Indiana, is expected to have an annual production of 33 GWh, up from the initial target of 23 GWh. Its commercial operation is scheduled to start in the first quarter of 2025. The two plants’ combined production capacity comes to a total of 67 GWh. “After setting up a joint venture with Stellantis last year, we laid a solid foundation for expanding our presence in the North American EV market,” said Samsung SDI President and CEO Choi Yoon-ho. “The second plant will bolster our US business and help Stellantis drive the US’ EV transition by supplying (battery) products with the highest level of safety and the best quality.” The new production facility will be able to supply at least 25 new types of battery-powered EVs in North America by 2030, according to Stellantis CEO Carlos Tavares, in a statement. Tavares also hinted that the two companies will further expand production in the US. In a move to make all of its sales in Europe for passenger cars electric models, and 50 percent of all sales a mixture of EVs and electrified light-duty trucks in the US by 2030, Stellantis is securing approximately 400 GWh of annual battery capacity worldwide. Samsung SDI is expected to take part in covering the production of roughly 16.7 percent. In April, the battery maker announced it has agreed to invest more than $3 billion in constructing an EV battery manufacturing plant with General Motors with a targeted annual production capacity of over 30 GWh. It was later unveiled that the plant will be constructed in Kokomo, Indiana. The plant is scheduled to be operational by 2026. Welcoming Samsung SDI’s investment in the US with GM, the Indiana government pledged to offer performance-based incentives through St. Joseph County, Indiana Michigan Power, the Northern Indiana Public Service Company and the Indiana Economic Development Corporation. The two companies’ battery plant project is projected to set a record for the largest job commitment in 75 years, aiming to open up some 1,700 manufacturing jobs in St. Joseph County, Indiana, where the plant will be built. Samsung and Stellantis’ first EV battery plant is also expected to create some 1,400 new jobs in the city of Kokomo, Indiana. Source: http://www.koreaherald.com/view.php?ud=20230724000572&np=1&mp=1 

2023.07.25

[News Article] GM, 2023년 KSQI 국산자동차판매점·AS 부문 1위

GM, 2023년 KSQI 국산자동차판매점·AS 부문 1위    아시아투데이 강태윤 기자 - 제너럴 모터스(GM)가 한국능률협회컨설팅(KMAC)이 주관하는 '2023 한국산업 서비스품질지수(KSQI)' 고객접점 부문 조사에서 '국산자동차판매점' 부문에서 11년 연속, 'AS' 부문에서 5년 연속 1위를 달성했다고 20일 밝혔다. KSQI는 고객 접점을 조사대상으로 하는 국내 유일의 제도로 올해는 총 36개 산업군에서 145개 기업·기관이 참여했다. GM 한국사업장은 국산자동차판매점에서는 종합 점수 96점(100점 만점), AS에서는 93점을 획득했다. 말투·어감·호칭 부문 100점을 받았고 응대태도·설명태도 등에서 높은 점수를 받았다. GM 한국사업장은 이번 수상을 기념해 지난 17일 부평 본사에서 로베르토 렘펠 사장과 이립 한국능률협회컨설팅 CCO 등이 참석한 가운데 기념식을 진행했다. 로베르토 렘펠 사장은 "GM은 '모든 일의 중심에는 항상 고객이 있어야 한다'라는 고객 최우선 가치를 바탕으로 고객만족을 추구해왔다"며 "앞으로도 GM은 고객들이 최고의 품질과 서비스를 경험할 수 있도록 노력할 것"이라고 말했다. GM 한국사업장은 고객 접점에서 고품질의 서비스를 제공하기 위해 임직원·카매니저·정비사 등을 대상으로 체계적인 상시 교육 프로그램을 진행하고 있다. 고객 만족을 위한 프로그램도 운영 중이다. 판매점에서는 차량 인도 이벤트, 쉐비데이, 뉴스레터 등 차별화된 고객만족 활동을 실천하고 있다. AS에서 빅데이터 기반 진단분석 시스템 도입 등으로 하이테크 서비스 역량을 강화하고 있다. 더불어 GM은 전국 400여 개 쉐보레 서비스 네트워크 어디든 전화 한 통화로 쉐보레 서비스 네트워크를 선택해 예약할 수 있다. 각 브랜드별로 픽업·딜리버리, 익스프레스 서비스, 전담 콜센터로 구성된 프리미엄 케어 서비스를 제공하고 있다. 출처: https://www.asiatoday.co.kr/view.php?key=20230720010011546 

2023.07.25

[News Article] Hyundai Motor unveils nanotechnology vision

Hyundai Motor unveils nanotechnology vision By Byun Hye-jin, The Korea Herald - Hyundai Motor Group said Thursday it has developed six kinds of nanotechnologies that will be key drivers of growth in future mobility, ranging from autonomous driving cars to software defined vehicles. Nanotechnology creates new materials by synthesizing or fabricate arrays of materials that are 1 billionth of a meter in width. “Only when we secure top level materials technology in mobility can we improve the performance and durability of car parts and vehicles which will offer a competitive edge in the fast-evolving future mobility market,” said Lee Jong-soo, vice president of the institute of advanced technology development at Hyundai Motor Group, during a press conference in Seoul. The first nanotechnology material presented by the company was self-healing polymer coating, which removes scratches or water from cameras and lidar sensors on self-driving cars. Based on multiple sets of self-healing mechanisms, unlike a one-off chemical reaction, it can constantly help the car to restore its detecting device, spotting obstacles or pedestrians on roads more accurately, according to Yeo In-hong, a researcher at institute of advanced technology development at Hyundai Motor Group. The technology enables the restoration process in two hours under ambient temperatures. The process takes a day during freezing temperatures of under minus 10 degrees Celsius, because the chemical reaction tends to slow down in cold temperatures. The technology is expected to be applied to mass-produced cars between 2025 to 2026. Secondly, oil capsule polymer coating technology -- a spinoff from the self-healing nanotechnology -- slows down the friction and wearing down of car parts. Hyundai claims this technology to be more than 50 percent effective compared to other companies' products. By this year, the carmaker plans to apply the oil capsule coating to Hyundai and its smaller affiliate Kia’s car chassis -- in particular, the drive shaft -- to reduce the impact of the operating devices on the car. The third nanotechnology presented was the solar cell, a key energy source that can reduce carbon emissions. Solar cells will be used via larger windows to power up purpose-built vehicles, eco-friendly cars with a wide range of customizations to cater to diverse lifestyles. Unlike existing solar cells which use silicon, the Hyundai-made solar cells are transparent, using naturally occuring perovskite composed of calcium titanium oxide mineral which absorbs 10 times more solar energy. The carmaker’s fourth nanotechnology is the tandem solar cell, which attaches a perovskite solar cell to a silicon-based solar energy cell. Tandem solar cells are reported to have higher cell efficiency than silicon cells and even perovskite-based ones. Applying the cells to EVs roofs, hood and doors will enable 30 percent solar cell efficiency. For instance, it can generate 30 watts of electric energy output after absorbing 100 W of solar energy, the company said. It can also add 20 to 40 kilometers of driving range. As for nanotechnologies aimed to improve the driving experience, Hyundai touted its seat pressure sensor using a carbon nanotube, known for its high level of durability and elasticity. It reduces power consumption by up to 50 percent and saves 140 W of energy for EVs by transferring heat to the contact surface of a car seat. The sensor even analyzes respiratory rhythm and heart rate, showing huge potential in the health care market, the company said. Lastly, Hyundai’s transparent radiative cooling film will be applied to cars’ windows to cool down cars while reducing carbon emissions. A car with radiative cooling film windows decreased the inside temperature by 6.89 C compared to those with low-emissivity films. Hyundai and its affiliate firm Kia have conducted materials research since the 1970s. Starting from the late 1990s, the companies have set out a wide range of research projects in advanced materials. Source: http://www.koreaherald.com/view.php?ud=20230720000598&np=1&mp=1 

2023.07.21

[News Article] Mirae Asset’s ETF products break the $100 billion barrier

Mirae Asset’s ETF products break the $100 billion barrier   BY SARAH CHEA, Korea JoongAng Daily - GM Korea is reviving its fortunes with the latest Trax crossover, and the automaker is looking to cash in further with an upgraded Trailblazer SUV. The Korean arm of the U.S. automaker on Wednesday introduced the latest Trailblazer SUV in Korea, its first partially revamped version in three years. As the best-selling Chevrolet SUV in Korea, over 620,000 Trailblazer SUVs have been sold globally since its introduction in 2020. Most of the Trailblazers are manufactured at GM's plant in Bupyeong, Gyeonggi, and some in its China plant. GM Korea is reviving its fortunes with the latest Trax crossover, and the automaker is looking to cash in further with an upgraded Trailblazer SUV. The Korean arm of the U.S. automaker on Wednesday introduced the latest Trailblazer SUV in Korea, its first partially revamped version in three years. As the best-selling Chevrolet SUV in Korea, over 620,000 Trailblazer SUVs have been sold globally since its introduction in 2020. Most of the Trailblazers are manufactured at GM's plant in Bupyeong, Gyeonggi, and some in its China plant. GM Korea is reviving its fortunes with the latest Trax crossover, and the automaker is looking to cash in further with an upgraded Trailblazer SUV. The Korean arm of the U.S. automaker on Wednesday introduced the latest Trailblazer SUV in Korea, its first partially revamped version in three years. As the best-selling Chevrolet SUV in Korea, over 620,000 Trailblazer SUVs have been sold globally since its introduction in 2020. Most of the Trailblazers are manufactured at GM's plant in Bupyeong, Gyeonggi, and some in its China plant. GM Korea’s sales have seen a steady rise this year thanks to its latest Trax Crossover, which was introduced in March. Its sales between January to June jumped 75 percent compared to the same period a year earlier. Domestic sales rose 8.2 percent on-year to 18,984 in the first six months, while exports jumped 86 percent to 195,322. GM Korea swung to an operating profit of 276.6 billion won last year, ending eight consecutive years of losses. GM sells vehicles under four brands globally: Chevrolet, Cadillac, Buick and GMC, with Chevrolet and Cadillac models currently available in Korea. Source: https://koreajoongangdaily.joins.com/2023/07/19/business/industry/korea-general-motors-gm/20230719170028757.html 

2023.07.21