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[김상회의 사계] 을사년 띠별 운세(2)

2025년 을사년을 맞는 말띠들은 달빛이 이지러지는 때가 있는 것처럼 잠시 흐름이 멈칫하는 기운이다. 부부나 연인 사이에서도 별것 아닌 일로 다투는 일이 생기니 참는 것이 상책. 양띠는 어떠할까. 양띠들은 처음에는 미약하나 나중에 뜻을 이루는 격이다. 전반적으로는 반길반흉(半吉半凶)이나 양띠들 역시 을사년에는 삼재가 드는 까닭에 충동적인 행동은 삼가고 조신하게 처신하는 것이 바람직하다. 원숭이띠는 인간관계와 금전관계에 어려움이 따를 수 있다. 사(巳)와 신(申)은 반합의 관계로서 처음에는 좋으나 나중이 어려워지는 관계의 합이다. 기대가 컸던 만큼 실망도 더 커지는 격. 그러니 매사 신중함이 요구된다. 닭띠들은 을사년과는 괜찮은 조합이다. 대인관계도 원활해지나 혹 자만하면 배신감을 느낄 수도. 주변 사람 변동이 많고 친구가 떠나도 새 친구를 만나는 격이다. 본분에 충실하면 결과가 좋다. 을사년에 개띠들은 직장 변동이나 이사와 같은 변동수 이사수가 엿보인다. 때를 기다리던 사람은 새 바람을 기대해 볼 만하다. 단, 과욕은 금물이며 일단 기운은 바람을 탄 격이니 준비가 되었다고 생각되면 힘차게 추진해 봐도 좋다. 연애 중인 사람은 프러포즈도 가하다. 이에 반해 돼지띠들은 역시 을사년에 삼재가 들므로 신중해서 손해 볼 것이 없다. 대인관계와 연애는 변화보다는 현재에 성의를 다하는 것이 안전을 도모하는 것이 된다. 생각만큼 진전이 없더라도 꾸준히 하다보면 분명 결실이 있을 것, 이상은 을사년과 각 띠마다 대략적 특성만 비교하여 따져본 것이다. 각자 사주팔자의 구성과 대운이 다르고 사주마다 십이운성과 신살 등이 다르기에 획일적으로 적용하기에는 당연히 무리가 따른다. 사주팔자 분석으로 지혜롭고 복된 을사년을 지내시기를.

2025-01-22 04:00:15 메트로신문 기자
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[오늘의 운세] 2025년 01월 22일 수요일

[오늘의 운세] 2025년 01월 22일 수요일 [쥐띠] 36년 변화가 있어도 흔들리지 말고 앞만 보고 전진. 48년 겉모양만 보고 상대를 판단하다가 낭패. 60년 한번을 참으면 열흘이 편하다. 72년 사소한 서류라도 다시 체크를. 84년 동업 전에 협력자를 구하고 일을 진행. [소띠] 37년 재물로 인한 갈등이 생겨도 이익은 발생. 49년 부적절한 이성 관계는 마음만 다친다. 61년 가뭄에 단비가 내리니 행운이 따른다. 73년 작은 이익에 연연 마라. 85년 병이 깊어지면 생각이 흐려지게 마련이니 건강을. [호랑이띠] 38년 배우자의 지출이 갈수록 태산. 50년 시골로 가려는 이사는 서두르지 말고 물러서서 행동. 62년 사방에 적이 있어서 일의 성사가 어렵다. 74년 머피의 법칙처럼 일이 꼬이는 날. 86년 꽃이 피었으니 좋은 일이 있겠다. [토끼띠] 39년 망설이다가 기회를 놓칠 수 있으니 주의. 51년 구설수가 있으니 조심. 63년 죽은 나무에 물을 주는 것은 아닌지 살펴라. 75년 환상은 환상일 뿐 현실이 아님. 87년 오늘은 무엇보다 언쟁에 조심해야 하는 날이다. [용띠] 40년 마른 논에 물들어 오듯이 이사는 순조롭다. 52년 비가 오고 바람이 불어대니 쉬어가라. 64년 먹구름이 보이니 원행은 삼가. 76년 같은 말이라도 '아' 다르고 '어' 다르다. 88년 미팅을 나갈 때 파란색 옷이 행운을. [뱀띠] 41년 개구리가 올챙이 적 생각 못 하는 게 사람. 53년 조직에서 밀어주니 힘이 난다. 65년 저마다의 방법이 있듯이 묵묵히 하다 보면 된다. 77년 처지가 같은 사람끼리 모인다. 89년 영업이 실타래가 풀리듯 일이 풀린다. [말띠] 42년 뒤늦은 투자는 하룻강아지 범 무서운 줄 모르고 덤비다 낭패. 54년 기회는 있으니 뒤돌아보지 말고 전진. 66년 꽃비가 내리니 세상이 환하다. 78년 부모님 생각이 간절하다. 90년 물고기를 잡고 나면 통발을 잊어버린다. [양띠] 43년 목마른 자가 우물을 파는 법이다. 55년 천 리 길도 한걸음부터이니 우선 시작을 하도록. 67년 기침이 잦으면 반드시 병원으로. 79년 잠이 안 오면 머리 방향을 바꿔보라. 91년 이력서 낸 곳에서 기다리던 기쁜 소식이 온다. [원숭이띠] 44년 책망하기를 좋아하지 마라. 56년 경제적으로 곤란을 겪는데 모르는 곳에서 도움 온다. 68년 절약하는 것도 정도껏 해야 인색함을 면한다. 80년 비빌 언덕이 절실. 92년 고래 싸움에 새우 등 터지니 가정의 화목을 우선시. [닭띠] 45년 일하고도 고맙다는 소리 못 듣는다. 57년 뛰어난 아이디어로 주변 일을 해결한다. 69년 인색함과 절약은 전혀 다른 것이니 생각을 정리해보라. 81년 키는 작아도 일에서는 으뜸. 93년 부드러움보다 강하게 나가야 하는 날. [개띠] 46년 사랑하며 사는 것이 행복. 58년 멍석이 깔렸으니 모든 역량을 발휘해서 노력하라. 70년 무지개 너머 신천지를 기대. 82년 남의 험담을 들어도 전달하지 마라. 94년 사소한 일로 다툼이 시작되니 각자의 의견만 내지 말아라. [돼지띠] 47년 종일 밥을 대충 때우게 된다. 59년 결론은 내 뜻대로 된다. 71년 장마철에 천장에 비가 새니 날벼락이다. 83년 가도 가도 쉬운 길은 나오기가 어려운 인생길이다. 95년 역마의 기운이 왕성하니 움직일 때는 운전 조심을 하도록.

2025-01-22 04:00:13 메트로신문 기자
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Unpacked D-2, Key Points to Watch? Focus on the Smarter AI Phone and the Debut of XR Devices

IT tipster Evan Blass posted a photo on his social media, which is believed to be a promotional image of the Galaxy S25 series. / Evan Blass X 4o mini As the Galaxy Unpacked event approaches, attention is focused on the new products to be revealed. The upgraded 'Galaxy S25' series, featuring advanced artificial intelligence (AI) capabilities, is expected to be Samsung Electronics' flagship release. With this, Samsung aims to find a breakthrough in the smartphone market and gain a competitive edge. In addition, anticipation is rising for the unveiling of the second-generation 'Galaxy Ring' and Samsung's first mixed reality (XR) product, the 'Moohan' headset. According to industry sources on the 21st, Samsung Electronics will hold the "Samsung Galaxy Unpacked 2025" event on the 22nd (local time) in San Jose, USA, where the new Galaxy S25 series will be unveiled. The event will take place at 3 AM Korean time on the 23rd. The Unpacked event will be themed "The Next Big Leap in Mobile AI Experience," showcasing the new AI features that will be integrated into the Galaxy S25. The biggest features of the upcoming Galaxy S25 series are its redesigned look, significantly upgraded AI capabilities, and camera improvements. The lineup is expected to include the same models as the previous generation: ▲ Galaxy S25, ▲ Galaxy S25 Plus, and ▲ Galaxy S25 Ultra, with the addition of a new ▲ Galaxy S25 Slim model. Samsung Electronics has traditionally offered three models: the standard, Plus, and Ultra. However, in order to break through in the smartphone market, which is currently focused on thickness competition, Samsung has expanded its lineup by adding the "Slim" model. The biggest change is in the design. While the previous Galaxy S25 series featured sharp, angular corners, it is expected that the new series will adopt a more rounded design. Samsung hinted at this change in a recent video for the Galaxy S25 Unpacked invitation, showcasing the alignment of four smartphones, suggesting a shift in the design. The Galaxy S25 features a 6.2-inch Dynamic AMOLED 2X flat display and weighs 162g. The Galaxy S25 Plus, on the other hand, comes with a 6.7-inch display supporting a 120Hz refresh rate and WQHD resolution, with a weight of 190g. One of the key features of the upcoming Galaxy devices is the advanced AI capabilities and enhanced camera performance. Last month, Samsung introduced key features of its next-generation 'Galaxy AI,' including 'Nowva' and the 'Personal Data Engine.' 'Nowva' is a new notification system that displays the user's real-time activities, such as their schedule, music listening, translations, and health data, directly on the smartphone's lock screen. It is predicted that the voice assistant "Bixby" embedded in the Galaxy S25 will be integrated with Samsung's large language model (LLM) "Gauss" or Google's LLM "Gemini." While Bixby has previously been capable of only simple commands, combining it with an LLM model will enable it to perform more complex tasks. In addition, a "text conversion" feature, which transcribes call content into text, will be added. The scope of features such as text summarization and grammar and spelling checks, which were previously available on individual apps, is expected to expand across the entire device. These AI features will be enabled by Qualcomm's "Snapdragon 8 Elite," which will be integrated into all Galaxy models. The industry analyzes that this chip will see a 40% improvement in GPU performance and a 45% enhancement in AI capabilities compared to the previous generation, the Snapdragon 8 Gen 3. Additionally, Samsung is expected to unveil the upgraded second-generation Galaxy Ring. The new Galaxy Ring will include size options 14 (diameter 23mm) and 15 (diameter 23.8mm), bringing the total number of available sizes to 11. In addition, there is growing attention on whether Samsung will unveil its first XR (extended reality) product at this Unpacked event. Samsung has been developing an XR headset under the project codename "Moohan." While details on the headset's size, screen resolution, and other specifications remain unclear, it is expected to feature a Qualcomm Snapdragon chipset, as it has been developed in collaboration with Google and Qualcomm. Last month, Google revealed prototype images of the headset. While similar to Apple's Vision Pro, the key difference lies in its design, which includes large lenses and a headband for improved comfort during wear. Meanwhile, the price of Samsung's latest premium smartphone, the Galaxy S25 series, is expected to be similar to that of its predecessor. For the Galaxy S24, the prices were 1,155,000 KRW for the standard model, 1,353,000 KRW for the Plus, and 1,698,400 KRW for the Ultra. If predictions hold, the 256GB model of the Galaxy S25 is likely to be priced similarly. ChatGPT를 사용하여 번역한 기사입니다.

2025-01-21 16:33:25 메트로신문 기자
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[Trump's Blade] K-Industry at a Crossroads…Secondary Batteries and Steel 'Uncertain' vs. Shipbuilding and Power 'Bright'

President Donald Trump has begun his second term. As a result, the tariff hikes and protectionist policies that the Trump 2.0 administration had previously warned about are expected to impact the entire domestic industry. While some sectors are expressing concerns and tension due to the uncertainty surrounding Trump's return to power, there are also voices expecting potential benefits. According to industry sources on the 21st, with U.S. President Donald Trump officially inaugurated as the 47th president on the 20th (local time), domestic companies highly dependent on exports to the U.S. are facing heightened concerns. During his inauguration speech, President Trump had indicated trade policy reforms through the imposition of tariffs. Given this situation, there is widespread belief that domestic industries heavily reliant on the U.S. market will find it difficult to avoid the impact. ◆ Growing Tension in Secondary Battery and Steel Industries Amid Uncertainty in U.S. Exports The industry most focused on the Trump risk is the secondary battery sector. In his inaugural speech, President Trump stated, "We will end the Green New Deal and revoke the mandate for electric vehicles to revive the automotive industry and honor a sacred pledge to the great American auto workers." The Green New Deal refers to the Biden administration's policy for environmentally sustainable economic growth. Nevertheless, the industry believes that President Trump's statement about "ending the Green New Deal" does not necessarily imply the repeal of the U.S. IRA (Inflation Reduction Act). Repealing or modifying the IRA would not be possible through an executive order alone, and would require a process involving agreement and voting in both the House and Senate. Considering the differences in the number of seats in the House, analysts believe that such a move is unlikely to be realistic. Therefore, it is argued that assuming the repeal of the IRA based solely on the phrase "ending the Green New Deal" is an overstatement. However, a gradual reduction in electric vehicle subsidies is considered inevitable. There is increasing concern that this could negatively impact the profitability of domestic battery companies such as LG Energy Solution, Samsung SDI, and SK On, which have been increasing investments, including establishing local factories in the U.S. The Korea Institute for Industrial Economics and Trade predicts that battery exports could decline by 6.1% to 25.2% following the start of the Trump 2.0 administration. The steel industry is also closely monitoring the potential introduction of universal tariffs and carbon taxes. President Trump has made it clear that he intends to impose up to a 60% tariff on Chinese products, signaling his firm stance on containing China. The problem is that South Korean steel products, due to the carbon-intensive nature of the industry, will likely be affected by carbon taxes as well. Steel companies are expressing concerns about additional cost burdens and the potential weakening of export competitiveness. Currently, the U.S. applies a quota system to South Korean steel products. Under the Trump 1.0 administration, the quota system limited the amount of steel imported from South Korea, allowing domestic companies to benefit from duty-free access for 2.63 million tons of steel. However, if carbon taxes are applied to the limited export volume, the cost of the finished products would rise, making it difficult to maintain price competitiveness in the U.S. market. ◆ Shipbuilding and Power Industries Find 'Growth Drivers' in Trump's Re-election On the other hand, there are industries that are welcoming President Trump's re-election. Notably, the shipbuilding industry is expected to benefit from a double boost, with increased demand for eco-friendly ships and President Trump's cooperation requests further enhancing the outlook. In his inaugural speech, President Trump emphasized, "We will declare a national energy emergency and expand oil and natural gas drilling extensively." Additionally, in a phone call with President Yoon Suk-yeol in November 2024, he mentioned, "The U.S. shipbuilding industry needs South Korea's help and cooperation." Last month, President Trump also stated, "I am well aware of South Korea's world-class capabilities in building warships and vessels," adding, "I believe close cooperation with South Korea is necessary not only in ship exports but also in the areas of maintenance, repair, and servicing." Especially as President Trump places emphasis on traditional energy and fossil fuel-based industries, the demand for liquefied natural gas (LNG) and LPG carriers is expected to increase. Domestic shipbuilding companies such as HD Hyundai Shipbuilding & Marine Engineering, Hanwha Ocean, and Samsung Heavy Industries possess the technical capabilities to build around 80% of the world's LNG carriers, and are expected to strengthen their market position in the LNG carrier construction sector. Power equipment companies are also among the industries expecting to benefit from Trump's re-election. This is because President Trump's return to power has accelerated the replacement of power demand in the North American region. President Trump stated, "I will invoke emergency powers to secure the electricity needed for industrial development." Additionally, the day before his inauguration, President Trump stated, "I will use emergency powers to allow wealthy companies and individuals to build large factories and AI factories," and added, "We need twice as much energy, and perhaps even more." As the need for expanding the power grid grows, driven by the strengthening of the AI industry's foundation, U.S. power demand is rapidly increasing. In fact, the U.S. import value of power equipment rose significantly, from $164.34 million in January 2024 to $333.18 million in November of the same year. South Korea ranks as the second-largest importer, accounting for 12% of the total import value, and the overall trend is on the rise. Additionally, the increasing need for power equipment in the process of integrating renewable energy sources into the power grid is a positive factor for the industry. Furthermore, as the U.S. replaces its aging power infrastructure, there is rising demand for transformers, which is expected to benefit the power equipment sector. An industry insider stated, "The concerns over the tariff wars due to President Trump's re-election and the U.S.-China conflict are intertwined, meaning that the entire domestic industry will inevitably be significantly impacted." They continued, "In particular, in response to the changing global economic environment, domestic companies are adopting various strategies such as supply chain restructuring and expanding new businesses, but it is expected that, in the short term, it will be difficult to avoid overall confusion in the industry." ChatGPT를 사용하여 번역한 기사입니다.

2025-01-21 16:14:53 메트로신문 기자
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"Joint Growth" Hyundai and Kia: First-Tier Supplier Sales Exceed 90 Trillion KRW…"Continuing to Expand Global Competitiveness"

The sales of small and medium-sized first-tier suppliers directly providing parts to Hyundai and Kia surpassed 90 trillion KRW for the first time in 2023. Hyundai and Kia announced on the 21st that the combined sales of 237 small and medium-sized first-tier suppliers, as of 2023, amounted to 90.297 trillion KRW. This marks a 326% increase compared to 21.1837 trillion KRW in 2001. Once the final business performance figures for the suppliers are confirmed, the annual sales figure is expected to be even higher. The sales figures were compiled by analyzing the 2023 business performance of 237 small and medium-sized suppliers, excluding Hyundai Motor Group affiliates, companies with less than 10% revenue dependency on Hyundai and Kia, and non-specialized parts manufacturers among Hyundai and Kia's domestic first-tier suppliers. When adding the sales from the 2nd and 3rd-tier suppliers, which total around 5,000, the overall scale exceeds 100 trillion KRW. The 237 suppliers have also shown growth alongside Hyundai and Kia in terms of key financial indicators such as asset size and debt ratio. In 2023, their combined sales exceeded Hyundai's sales of 78.0338 trillion KRW by more than 12 trillion KRW and accounted for 66% of the combined sales of Hyundai and Kia, which totaled 136.5537 trillion KRW. The analysis, based on the Bank of Korea's input-output table (2022 extended version), shows that the sales of the 237 suppliers (90.297 trillion KRW) have contributed significantly to the national economy. The production inducement effect was estimated at 237.8 trillion KRW, and the value-added inducement effect reached 55.6 trillion KRW. The employment inducement effect is estimated to be around 600,000 jobs. The trend of individual suppliers becoming larger is becoming more evident. The average sales per supplier, which was 73.3 billion KRW in 2001, increased to 239.1 billion KRW in 2013 and was recorded at 381 billion KRW in 2023. The proportion of suppliers with sales exceeding 100 billion KRW has grown from 62 companies (21%) in 2001 to 160 companies (68%) in 2023. Hyundai and Kia have maintained an average transaction period of 35 years with their suppliers. This is about three times longer than the average operational lifespan of 13.5 years for international small and medium-sized manufacturers. Additionally, 36% of their suppliers have been in business with them for over 40 years. In addition, Hyundai and Kia have established local production plants in key global regions such as the U.S., Europe, India, Brazil, and Mexico. By supporting not only first-tier suppliers but also second-tier suppliers in their expansion, they have contributed to helping their suppliers secure global competitiveness. A Hyundai Motor Group official explained, "The growth of our suppliers is a result of increased production volumes following Hyundai and Kia's global sales growth, as well as leveraging the trust of being a Hyundai and Kia supplier to increase supply to other overseas automakers, thereby creating various revenue streams." He continued, "We will support sustained growth based on our philosophy that joint growth with suppliers is the source of automotive competitiveness and on long-term partnerships." ChatGPT를 사용하여 번역한 기사입니다.

2025-01-21 15:41:13 메트로신문 기자
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[김상회의 사계] 을사년 띠별 운세(1)

을사년의 지지인 사(巳)는 기본적으로 인신사해(寅申巳亥)와는 충과 형 해 파의 기운이고 사유축(巳酉丑)은 합의 기운이다. 충이라고 해서 안 좋은 것이 아니고 합이라고 해서 다 좋은 것이 아니다. 누구라도 각자의 사주 구성에 따라서 적용의 묘는 달라질 수밖에 없다. 을사년을 맞는 쥐띠는 원래 자사(子巳)가 암합(暗合)을 이루므로 마음 속에 품고 있는 이성과 잘 이뤄질 수 있는 운이며 직장을 다니는 사람이라면 본업 외에 부업 같은 아르바이트 운도 들어온다. 소띠들의 경우는 뱀과는 합을 이루니 기본적으로는 기운이 생한다. 아침에 일어났을 때 특별한 이유 없이도 기분이 피어오르는 것 같은 추세다. 기본에만 충실해도 보통 이상의 성과를 기대해볼 만하다. 호랑이 띠들은 돌발적인 일이 호시탐탐 노린다. 괜히 짜증이 나고 몸도 무거운 형국, 이럴 때는 때를 기다리는 강태공처럼 마음을 비우고 인내하는 태도가 요구된다. 토끼띠의 경우는 을사년에 삼재까지 드니 매사 조심을 신조로 삼는 것이 바람직하다. 급한 밥에 체하니 행동이나 말에 경거망동을 삼간다는 자세를 취하고, 답답하거나 일이 막힌다고 생각되면 어디 가서 봉사하는 것도 좋다. 용띠들은 몸과 마음이 늘어지고 실수가 잦아진다. 용은 뱀보다는 격이 높지만, 용이 되지 못한 이무기를 낮춰보아서는 안 된다. 무시했다가 큰코다칠 수 있다. 인간 망신과 구설이 따르니 사사로운 시비에 가담하거나 엮이지 않도록 하라. 남의 일에 괜실히 참견도 말며 다정도 병인 경우를 만날 소지가 높으니 역시 경거망동은 금물. 을사년을 맞는 대망의 뱀띠들은 불기운이 강한 스스로 또 불이 들어오니 좋은 일은 더 빛을 발할 기운을 받음이요, 운기가 좋지 않다면 역시 설상가상이 되지 않도록 은연자중 해야 할 것이다.

2025-01-21 04:00:11 메트로신문 기자
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[오늘의 운세] 2025년 01월 21일 화요일

[오늘의 운세] 2025년 01월 21일 화요일 [쥐띠] 36년 혼자서 가고 혼자서 멈춘다. 48년 옳지 않은 일에 고집을 피우면 모두가 외면하는 법. 60년 잔소리하는 배우자가 그립다. 72년 우물 안 개구리는 넓은 하늘을 보지 못함. 84년 모난 돌이 정 맞으니 자중하자. [소띠] 37년 구슬이 서 말이라도 꿰어야 보배. 49년 흔들리지 않고 피는 꽃은 없으니 희망을. 61년 기대가 크니 실망도 크다. 73년 오르지 못할 나무는 쳐다보지 말아야겠다. 85년 머리만 믿고 있다가는 일을 그르치게 된다. [호랑이띠] 38년 마음이 편안하니 세상이 아름답다. 50년 주변의 능력 있는 사람을 알아보지 못하니 신중해 보라. 62년 그리운 사람이 찾아온다. 74년 새롭게 도전하는 것을 두려워 마라. 86년 가는 날이 장날인데 오늘인가보다. [토끼띠] 39년 동상 걸린 발을 얼음물에 담그는 심정. 51년 옆에 있는 사람에게 인색해서 손실이다. 63년 힘내라는 말 대신 실질적인 힘을 실어줘라. 75년 빈대 태우려다 초가삼간 태운다. 87년 십 년 묵은 체증이 해소되니 감사. [용띠] 40년 한발 양보하면 주변이 알고 도와주니 마음을 다스려라. 52년 친구의 도움으로 일이 성사. 64년 이성의 유혹이 많은 날이니 오후 자중자애하시길. 76년 언쟁에 휘말리면 본전 찾기 힘들다. 88년 뜻하지 않은 횡재를. [뱀띠] 41년 샐리의 법칙처럼 우연히 좋은 일이 일어난다. 53년 직장에서는 화합하도록 서로가 노력해야. 65년 청소를 하여 집안 분위기를 바꿔보자. 77년 지혜는 부족해도 근면 성실로 극복. 89년 마트를 가니 내부 공사 중이다. [말띠] 42년 어디에 행운이 있는지 모르니 준비. 54년 되로 주고 말로 받듯 기쁜 날. 66년 뛰어난 사람은 어디를 가도 돋보인다. 78년 습관도 노력으로 굳어지게 된다. 90년 가랑비에 옷 젖듯이 배우자가 몰래 돈을 빼내 간다. [양띠] 43년 가는 사람 잡지 말고 오는 사람 막지 마라. 55년 싸워서 이길 상대가 아니니 비켜서 가는 것이 현명. 67년 영원한 비밀은 없다. 79년 이직은 신중하게 생각해야 할 것이다. 91년 어디서 부는 바람이 근심을 걷어 간다. [원숭이띠] 44년 친구가 간에 붙었다. 쓸개에 붙었다 한다. 56년 새로운 일을 시작하기 딱 좋은 날. 68년 습관이 주는 편안함을 극복해야 한다. 80년 어진 친구를 만나 지혜를 얻음. 92년 잔소리일 수 있으니 조언도 사람 봐가며 해야 할 듯. [닭띠] 45년 벼는 익을수록 고개를 숙이는 법이니 겸손히. 57년 여름이 가면 부채는 제 역할을 다 한 것. 69년 지금 행복이 소중. 81년 지나치게 강경하면 부러지기 쉽다. 93년 결혼했어도 안개 속을 걷는 것처럼 알 수 없는 마음. [개띠] 46년 자식 자랑에 입에 침이 마를 지경. 58년 좋은 것을 포기하나 다른 선물을 준다. 70년 남쪽으로 떠나면 그리워하는 걸 본다. 82년 귀인이 나타나니 운이 활짝 열린다. 94년 지는 잎을 보면서 부모님 신세를 보는듯하다. [돼지띠] 47년 새로운 이성이 다가오나 인연이 아니다. 59년 한발 물러서면 크게 손해는 아니다. 71년 계약하는 문서로 이익이 있다. 83년 신용을 중하게 여기고 작은 약속도 잊지 마라. 95년 종일 교통사고 등에 특히 주의해야 할 것이니.

2025-01-21 04:00:09 메트로신문 기자
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Korea Zinc Management Dispute to be Decided This Week…Choi Yoon-beom vs. MBK Alliance: Who Will Prevail?

In the ongoing management dispute at Korea Zinc, Chairman Choi Yoon-beom's side and the alliance of Youngpoong and MBK Partners (MBK) will engage in a vote battle at the extraordinary general meeting of shareholders on the 23rd. The key issue of this meeting is the introduction of cumulative voting. The outcome of whether or not the cumulative voting system passes will determine which side—Chairman Choi's side or the MBK alliance—will secure a majority on the board of directors. Chairman Choi Yoon-beom's side at Korea Zinc is mobilizing its friendly shares, as well as the National Pension Service and shares from foreign institutional investors, to push for the passage of the cumulative voting system. On the other hand, the MBK alliance is aiming for a reversal by first blocking the cumulative voting and then taking control of the board based on shareholding ratios. According to business circles on the 20th, the cumulative voting system became the first agenda item of the extraordinary general meeting of shareholders, proposed by Yumi Development, which is effectively a family-owned company of Chairman Choi Yoon-beom of Korea Zinc. Cumulative voting is a system in which shareholders are given voting rights equal to the number of director candidates for each share they hold, allowing them to concentrate their votes on a single candidate or several candidates. If the cumulative voting system passes, shareholders can allocate their voting rights to a specific candidate or distribute them among multiple candidates. Directors are elected based on the highest number of votes received in order. At this extraordinary general meeting of shareholders, there are a total of 21 director candidates (7 nominated by Korea Zinc and 14 by MBK). Shareholders holding one share will have 21 voting rights, which they can freely distribute among the director candidates they support. As of the end of last year, the combined shareholding of Youngpoong and the MBK alliance in Korea Zinc was 46.72%. Chairman Choi's side holds approximately 39.16% when combining Korea Zinc's 19.95% and friendly shares of 19.21%. This means that Chairman Choi's family has about 7 percentage points less voting rights compared to the Youngpoong and MBK alliance. Chairman Choi's side aims to overcome its disadvantageous shareholding ratio through the cumulative voting system and secure a majority on the board of directors. On the other hand, the Youngpoong and MBK alliance seeks to block the cumulative voting system and leverage its superior shareholding ratio to take control of the board. This agenda item requires a special resolution, meaning it needs the approval of at least two-thirds of the shareholders present at the meeting. Additionally, the "3% rule" under the Commercial Act limits the voting rights of major shareholders to a maximum of 3%, meaning the voting rights of the MBK alliance will be capped at around 24%. This could work against the Youngpoong and MBK alliance, which holds a large stake. The National Pension Service (4.51%) has already expressed support for the cumulative voting system, backing Chairman Choi's side. The outcome of this extraordinary general meeting is expected to be a pivotal turning point in the management dispute. Meanwhile, MBK Partners has filed for an injunction with the Seoul Central District Court to prevent the appointment of directors based on the introduction of the cumulative voting system at Korea Zinc. The court's decision is expected to be delivered by the 21st. ChatGPT를 사용하여 번역한 기사입니다.

2025-01-20 16:05:53 메트로신문 기자
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U.S. Imposes Tariff Bomb on Chinese Gloves Starting This Year... Both Malaysian and South Korean Petrochemical Companies 'Benefit'

As the U.S. increases tariffs on Chinese glove manufacturers starting this year, Malaysian glove manufacturers are expected to benefit. This is anticipated to lead to a boost in sales of nitrile butadiene latex (NB latex) by domestic petrochemical companies such as Kumho Petrochemical and LG Chem. NB latex, a key material for surgical rubber gloves, is being exported by South Korean petrochemical companies to Malaysia. According to industry sources on January 20, the U.S. will impose a 50% tariff on Chinese-made gloves starting this year, with plans to increase it to 100% by 2026. Following this decision, there is growing attention on the potential surge in sales for Malaysian manufacturers, who had lost market share in the U.S. market. Alongside this, there is widespread expectation that the sales of South Korean NB latex manufacturers will also rise. Top Glove, the world's largest glove manufacturer in Malaysia, reported in its Q1 2025 earnings that sales to North America increased by 21% compared to the previous quarter and surged by 120% year-on-year. Last year, the company's factory utilization rate was only 45%, with a production capacity of 60 billion units, but actual production reached only 26.9 billion units. However, with the rise in North American sales, the Q1 utilization rate significantly increased to 66%. The company plans to expand its total production capacity to 70 billion units this year. In this context, the surge in sales from Malaysian and Thai clients is expected to lead to an increase in sales for South Korean NB latex manufacturers as well, fueling expectations for improved profitability. In South Korea, Kumho Petrochemical and LG Chem are producing NB latex. The completion of Kumho Petrochemical's capacity expansion investment is also seen as a positive factor. Kumho Petrochemical invested approximately 276.5 billion KRW in its Ulsan plant, completing mechanical construction in the first half of last year. Through this expansion, Kumho Petrochemical increased its annual NB latex production capacity from 710,000 tons at the end of last year to 956,000 tons. Analysts predict that the expanded facilities will lead to increased sales volumes from its clients. LG Chem is also expanding its NB latex business. The company produces approximately 550,000 tons across its plants in South Korea (200,000 tons), China (110,000 tons), and Malaysia (240,000 tons). Notably, the utilization rate of its Malaysian plant rose significantly to over 60% in the second half of last year, fueling expectations for further capacity increases. The increase in the export unit price of NB latex is also seen as a favorable development. As of May 2022, the export price of NB latex per ton was $1,052. It then dropped to $638 in July 2023 but rose to $874 in November of the same year. There is widespread expectation that this upward trend will continue in the medium to long term. Moreover, as the inventory accumulated during the COVID-19 pandemic has been cleared, the utilization rates of glove manufacturing plants in Southeast Asia are reportedly gradually increasing. As a result, industry experts believe that export prices will continue to rise. An industry insider stated, "Southeast Asian glove manufacturers will be the primary beneficiaries of the U.S. tariff measures, and as a result, domestic material suppliers are expected to see positive effects within this year." They added, "While supply has increased in the market, the key factor going forward will be whether demand continues to support this growth." ChatGPT를 사용하여 번역한 기사입니다.

2025-01-20 15:26:55 메트로신문 기자
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[신세철의 쉬운 경제] 공생인가 공멸인가?

"옛 것을 익히고, 새 것을 알아야 스승이 될 수 있다(溫故而知新, 可以爲師矣 ; 논어. 爲政 11)"는 구절은 보수와 진보가 불가분의 보완관계에 있어 따로 떼어 생각할 수 없음을 갈파하고 있다. 배운 것을 새기고, 새롭게 터득해 가면 그 배움과 응용이 깊어지고 넓어져 커져 사표가 될 만하다. 여기서 고(故)는 이미 배워 간직하고 있는 것이요, 신(新)은 지금부터 새롭게 터득해야 하는 것으로 풀이된다. 지키고, 발전시키는 것이 서로 보완적이어야 사람들의 삶을 점점 풍요롭게 할 수 있는데 서로 제 길만 가려다 보면 공존이 아닌 공멸의 길을 가야 한다. 역성혁명을 치른 나라에서 유교 정신을 빌미로 그칠 날이 없었던 골육상쟁은 온고지신과 정면으로 배치되는 행위였다. 어리석은 인간들이 배운 것을 맹목적으로 외우고 그에 집착하여 서로 따지기만 하고 트집만 잡고 늘어지니 백성들의 살림살이는 안중에도 없었다. 사이비 유학자들이 탐욕과 정쟁에 찌들어 사면팔방으로 나뉘어 목숨을 건 이전투구는 들개와 늑대들의 지칠 줄 모르는 싸움판이었다. 오늘날 옳고 그름을 분간하지 못하고 저 혼자만 살겠다며 거짓으로 국민과 민생을 외치는 욕심 사나운 정치인들도 그들을 닮아가려는 걸까? 정이지, 타락한 보수도 무섭고 거짓 구호만 요란한 진보도 겁난다. 보수의 탈과 진보의 가면을 쓰고, 무엇이든 "네 탓이다"라며 사람들 사이에 갈등을 조성하고 적개심을 부추겨 네 편과 내 편으로 갈라치기 하려는 광경은 보기도 지겹다. 묵은 때와 먼지를 털어낼 생각을 하지 않고 이대로 가자고 하면서 사람 살아가는 기본 도리를 외면한다면 막무가내 수구세력으로 전락하게 된다. 반대로 제 밑도 닦지 않는 자들이 새롭게 가자고 외치는 길이 현실과 이상을 외면한 구호만 외친다면 나라의 미래를 어찌 기약하겠는가? 보수와 진보의 말싸움을 들여다보면, 누가 보수주의 관점을 가졌는지, 누가 진보주의 시각을 가졌는지 혼란스럽다. 더욱 안타까운 일은 이상은 없고 환상에 빠진 거짓 진보와 그저 약삭빠르기만 한 가짜 보수의 말다툼을 따라 사람들이 엉뚱하게 편을 가른다는 점이다. 쓸데없이 적대 감정을 가지며, 까닭 없이 미워하다 보니 사회 역동성을 무뎌지게 하며 성장잠재력을 갉아먹고 있다. 인간의 삶을 풍요롭게 하는 성장과 발전을 지속하려면 견제와 균형이 절대 필요하다. 막무가내 한쪽으로만 노를 젓다가는 배가 앞으로 나가지 못하고 제자리에서 맴돌다가 엎어지기 마련이다. 세상살이에서 온고(溫故)는 변할 수 없는 전통적 가치를 옹호하고 보전하려는 다짐이고, 지신(知新)은 새로운 가치를 모색하여 변화와 발전을 이루려는 자세다. 지킬 가치가 있는 것을 지켜야 하는데, 무엇이든 그냥 움켜쥐려다가는 퇴영의 길을 가야 한다. 변화를 모색할 때는 과거나 현재보다 나아진 길을 가야 하는데, 무턱대고 다른 길을 가자고 하다가 만사를 그르치고 공멸의 길을 가기 쉽다. 경제 성장과 발전 또한 온고지신 자세로 전통적 가치를 지켜가면서 현실을 바탕으로 미래지향 가치를 추구해야 기대효과가 높아진다. 평범한 이치를 아무도 모르는 척 행동하니 답답할 뿐이다.

2025-01-20 15:21:46 메트로신문 기자
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[Trump 2.0 Administration Begins] Industries Split in Outlook…Semiconductors and Automobiles Face Challenges, AI and Biotechnology Benefit

"From carrot (subsidies) to stick (tariffs), from friend-shoring (diversification of supply chains) to on-shoring (investment in the U.S.)." As the Donald Trump administration officially begins on January 20 (local time), South Korea and the rest of the world are closely watching the industrial policies of the increasingly visible "Trump 2.0 era." In particular, the United States is the second largest destination for South Korea's exports, following China. Last year, South Korea exported $133 billion worth of goods to China and $127.8 billion worth to the United States. Major exports to the U.S. included automobiles, general machinery, and semiconductors. Given that South Korea's economy heavily relies on exports, the country is naturally highly sensitive to changes in the U.S. industrial policy. According to industry sources on January 20, sectors such as artificial intelligence (AI), space industry, biotechnology, and shipbuilding are expected to benefit in the "Trump 2.0 era." On the other hand, industries like secondary batteries, automobiles, semiconductors, and steel are anticipated to face challenges. Samil PwC highlighted the key policies of the Trump administration as follows: ▲ increase in trade tariffs (strengthening protectionism) ▲ corporate tax cuts (enhancing pro-business policies) ▲ curbing illegal immigration (restricting free movement of labor) ▲ America First policy (shifting from global leadership to transaction-based alliances) ▲ expansion of fossil fuel industries (retreat from environmental policies). It further classified the sectors into those likely to benefit and those expected to face challenges, with IT (especially AI), healthcare, aerospace and defense, shipbuilding, and petrochemicals being the beneficiary industries, and steel, semiconductors, automobiles, and secondary batteries being the sectors at risk. Oh Sun-joo, senior researcher at Samil PwC Management Institute, stated, "The second Trump administration is expected to pursue even more aggressive protectionism compared to the first. If trade wars escalate between major countries, it will lead to a decline in global trade volumes, which will inevitably impact South Korea's export-oriented economy." She also analyzed, "The renegotiation of trade agreements such as the USMCA (United States-Mexico-Canada Agreement) and the Korea-U.S. FTA (Free Trade Agreement), along with the increasing geopolitical risks, will accelerate the restructuring of supply chains centered around the U.S., causing a re-emergence of global supply chain risks." Park Tae-ho, a professor emeritus at Seoul National University and former head of the Trade Negotiation Bureau, stated, "The second Trump administration is expected to halt outsourcing abroad and expand subsidies for key domestic industries such as steel, automobiles, defense, energy, and AI, while also implementing corporate tax cuts in favor of pro-business policies. Additionally, it is anticipated that the administration will push for increased infrastructure investment and active policies to stimulate the domestic real economy." ◆ Semiconductors and Secondary Batteries: South Korea's Key Export Industries Expected to Struggle The sectors most affected by Trump's return, where concerns are becoming a reality, include semiconductors, internal combustion engine vehicles, electric vehicles, and secondary batteries. Among these, semiconductors are a core industry that account for 22% of South Korea's total exports. The Trump administration holds a negative view regarding the subsidy provisions of the semiconductor law (CHIPS and Science Act), also known as the "U.S. Semiconductor Support Act," which was enacted by the previous Biden administration in 2022. As a result, there is a high likelihood that subsidies for foreign companies will be reduced. Trump also advocates for high tariffs, arguing that foreign companies should maintain semiconductor factories within the United States. In particular, regulations related to semiconductors concerning China are expected to intensify. Experts predict that China's plans for semiconductor self-sufficiency will become even more challenging with Trump's return to power. In other words, the intensified containment of China could result in South Korean companies benefiting indirectly. For this reason, experts consider securing a position as a key partner to the U.S. in the high-performance semiconductor sector as crucial. Additionally, as significant changes are expected in the U.S.'s existing semiconductor policies, experts advise that it is necessary to prepare response strategies for various potential scenarios. Park Yoo-ak, an analyst at Kiwoom Securities, stated, "We must also closely monitor changes in the U.S.'s attitude toward Taiwan." He added, "The second Trump administration may use its relationship with China to pressure Taiwan's TSMC to accelerate its U.S. production roadmap. If this happens, the Taiwanese government may respond strongly, and TSMC could pass on the tariffs imposed by the U.S. to its customers (in the U.S.). If such issues arise, it could dampen investor sentiment in the AI industry." ◆ Universal Tariffs and IRA: Potential Obstacles for the Automobile and Related Industries Automobiles became South Korea's top export item last year, with $34.2 billion worth sent to the U.S. alone. For Hyundai and Kia, the U.S. accounted for 42% of their total exports as of 2023, with 920,000 out of 2.2 million units sold in the U.S. The United States has pointed to South Korean automobiles as a major cause of its trade deficit with South Korea. As a result, there is speculation that the Trump administration may attempt to reduce imports of South Korean vehicles. A prime example is the "universal tariff." The term refers to the imposition of a 10-20% tariff on all imports, regardless of product or country, with the aim of protecting domestic manufacturing jobs in the United States. If the universal tariff is implemented on South Korean automobiles exported to the U.S., a decline in price competitiveness would be inevitable. Previously, S&P Global analyzed that if a 20% tariff were imposed on South Korean cars, Hyundai and Kia's earnings before interest, taxes, depreciation, and amortization (EBITDA) could decrease by up to 19%. In its "2025 Economic and Industrial Outlook" report, the Korea Institute for Industrial Economics and Trade (KIET) stated, "The Trump administration's policies on the automobile industry, such as the imposition of universal tariffs, the Inflation Reduction Act (IRA), and the repeal of fuel efficiency regulations, will significantly affect our automobile industry's exports and production, increasing uncertainty." The report also added, "While there may be room for negotiation with countries with which Free Trade Agreements (FTAs) have been signed, the imposition of tariffs will lead to a response from our companies by expanding local production in the U.S., which will have a significantly negative impact on domestic production and exports." It also added, "There is a limit to excessively lowering vehicle prices out of concern for additional tariffs, and diversifying export markets is challenging due to the rising competitiveness of Chinese companies." Electric vehicles and secondary batteries are encountering obstacles from all directions. The Trump administration's retreat from environmental policies and the reduction in IRA support are leading to a lack of demand for electric vehicles, and this negative impact extends to secondary batteries. The oversupply of electric vehicles in China is also a red flag for South Korean companies. Demand for electric vehicles is slowing down, adding to the challenges. However, experts believe that in the case of the IRA, the focus will likely be on reducing the scale of support rather than a complete abolition. Oh Sun-joo, senior researcher, predicted, "Given the continued slowdown in electric vehicle demand since 2023, if the benefits of the IRA are eliminated, the profitability of secondary battery companies is expected to worsen." Professor Park Tae-ho advised, "South Korean companies that have invested in fields such as secondary batteries, electric vehicles, and solar panels in the U.S. need to prepare for the possibility of the elimination or reduction of the Advanced Manufacturing Production Credit (AMPC) for these production facilities." The World Bank (WB), which forecasted a global real GDP growth rate of 2.7% this year, the same as last year, analyzed that if the Trump administration imposes a 10% universal tariff, global growth would decrease by 0.3 percentage points. ChatGPT를 사용하여 번역한 기사입니다.

2025-01-20 14:58:18 메트로신문 기자
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[김상회의 사계] 세운(歲運)과 신수(身數)

우리 선조들은 보통은 음력 12월인 섣달이 오면 다가올 새해의 운수를 살펴보곤 했다. 양반들이나 사는 여유가 좀 있는 사람들은 보통은 주역점이나 사주명리학에 의거하여 살피기도 했지만 일반 서민들은 신점에 의지하는게 일반적이었다. 과학이 발달하지 않았던 옛날에는 하늘에서 천둥이나 번개만 쳐도 하늘의 신이 노한 것으로 생각했다. 가뭄이 들면 나랏님의 덕이 부족해서라고 생각하기도 했던 것이니 민간신앙으로서도 인간사 길흉을 알아보고자 했던 것은 너무나 당연한 집단의식이었다고 보여진다. 조선후기의 학자인 이덕무의 저술을 모두 모아 엮은 전집인 청장관전서(靑莊館全書)에 나오는 내용 중에도 쌀 점을 치는 방식에 대한 기록이 있다고 하는데 개인의 운수를 점치는 방법으로 쌀점을 치는 것은 지금도 우리나라 무속인들이 즐겨 사용하는 방법의 하나다. 그러다가 뭔가 걱정되는 일들이 점괘로 나오면 음력 정월 보름 이내에 또는 정월이 다 가기 전에 액막이의 일종인 '홍수막이(홍수맥이)' 등의 작은 액막이 의식을 행하곤 했다. 전통사회에서의 재난은 삼재(三災)라 하여 물 불 바람에 관한 것과 관재구설(官災口舌)과 건강에 관한 것이 대부분인지라 일상생활에서 뜻밖에 겪게 될 가족들의 액운을 막기 위해 어머니나 할머니들은 자신들이 알고 있는 최선의 노력을 기울였다. 아마 이러한 행위들은 과학성을 떠나 마음에 주는 안도감에는 분명 효험이 있다고 생각된다. 불안해하기 보다는 어떤 조치라도 취했다. 각자 타고 난 사주팔자 여덟 글자의 기본에 해가 바뀌면서 기운을 살피는 것이, 그리고 천지자연이 다 에너지 아닌 것이 없으니 감응이 되어 안한 것보다는 분명 마음에 위안이 되는 것이며 잘 아시다시피 안심이 되면 실제로 매사 행동도 안정되지 않던가?

2025-01-20 04:00:14 메트로신문 기자
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[오늘의 운세] 2025년 01월 20일 월요일

[오늘의 운세] 2025년 01월 20일 월요일 [쥐띠] 36년 고맙다는 말이 듣기 좋다. 48년 부적절한 관계는 결국에 망신살을 부른다. 60년 그물도 치지 않고 고기 잡히기를 기다린다. 72년 작은 고추가 매우니 힘내도록. 84년 깊은 밤은 찬란한 새벽을 위한 준비라고 보겠다. [소띠] 37년 나이가 있으니 투기와 투자를 혼동하지 마라. 49년 필요 이상의 의미부여는 상황을 왜곡시킨다. 61년 능력에 맞춰서 일을 추진하라. 73년 바다로 나아가는 계기가 온다. 85년 천재라도 꾸준하게 노력은 필요하다. [호랑이띠] 38년 멀리 가는 먼 여행을 금하고 건강을 살펴라. 50년 자라 보고 놀란 가슴 솥뚜껑 보고 놀란다. 62년 약속이 겹칠 수 있으니 메모해두자. 74년 남의 탓하는 것은 자신의 모순(矛盾)아닐까. 86년 어려운 일이라도 도전. [토끼띠] 39년 친구의 실수를 포용하라. 51년 부지런히 서류를 제출하고 결과를 기다리자. 63년 지렁이도 밟으면 꿈틀하니 갑질하지 마라. 75년 깔끔한 포기가 때로는 득이다. 87년 푸른 뱀 해이니 새 출발로 저금과 보험을 들자. [용띠] 40년 공연한 칭찬에 부화뇌동하지 마라. 52년 좋은 것이 좋은 것을 부른다. 64년 무리한 산행이 허리의 통증을 유발하니 조심을. 76년 일할 기회를 방심으로 잃는다. 88년 모든 것을 혼자서 해결해야 하니 몹시 고단하다. [뱀띠] 41년 나이가 있어도 꿈을 버리지 말아야 건강하다. 53년 초지일관하여 맡은 바 책임을 완수. 65년 팔짱 끼고 일이 잘되기를 기대하지 마라. 77년 지식과 능력으로 일을 해낸다. 89년 매매는 서남쪽에서 귀인이 도움을 준다. [말띠] 42년 말에는 각인효과가 있으니 반복하면 그대로 된다. 54년 노력한 대가로 경제적 여건이 호전된다. 66년 가시가 없다면 장미가 아니다. 78년 천릿길도 한 걸음부터라고 했다. 90년 시련처럼 보이는 일이 좋은 일의 시작이니. [양띠] 43년 동서남북 어느 쪽으로 떠나도 좋다. 55년 평소의 신용으로 귀한 정보를 얻는다. 67년 가족의 소중함을 느끼고 가정에 충실히. 79년 티끌 모아 태산이라 했다. 91년 어려워도 협동으로 일궈나가다 보면 결과가 좋아질 것. [원숭이띠] 44년 내 말을 콩으로 메주를 쑨 다 해도 믿지 않는다. 56년 분수를 지키고 자제. 68년 상대에게 큰 기대는 하지 마라. 80년 불평만 하지 말고 적극적으로 문제를 해결. 92년 하늘이 무너져도 솟아날 구멍이 있으니 신용을 지켜야. [닭띠] 45년 먹을 복이 많은 날이니 소화제를 준비. 57년 이성 문제로 바람이 불어대니 방황이 시작된다. 69년 길이 아니면 가지 말고 살자. 81년 하룻강아지 범 무서운 줄 모른다. 93년 투자의 권고가 계략이 아닌가를 살펴보고 해야만. [개띠] 46년 자식 끼리 다툼이 일어날 운세이니 살피자. 58년 갈 길은 먼데 발걸음이 떨어지지 않는다. 70년 물이 들어오기 시작하니 노를 힘껏 저어라. 82년 감나무 밑에서 감 떨어지기를 기다리는 격. 94년 작은 것에도 신용을 우선시. [돼지띠] 47년 쥐구멍에 볕 드는 날이니 기다려보라. 59년 하룻강아지 범 무서운 줄 모르고 덤빈다. 71년 은혜를 원수로 갚는 것이 사람 마음 아니겠는가. 83년 입에 쓴 약이 몸에 좋다. 95년 우물을 발견했으나 두레박이 없는 절박한 심정.

2025-01-20 04:00:12 메트로신문 기자
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Amid the crisis in the automotive, semiconductor, and secondary battery industries due to "America First" policies, companies are seeking opportunities.

On the 20th (local time), as the second term of the Trump administration is about to begin, tension is rising within domestic industries such as semiconductors and automobiles. President-elect Trump has previously expressed negative views on semiconductor subsidies and the Inflation Reduction Act (IRA) in the battery industry. There is also a high likelihood that he will implement policies such as withdrawing from the Paris Climate Agreement, lifting the electric vehicle mandate, and halting offshore wind energy development. As a result, domestic companies are seen working diligently to prepare for uncertain market conditions. According to industry sources on the 19th, the second term of the Trump administration is expected to continue the semiconductor export controls against China initiated by the Biden administration. The Biden administration expanded domestic semiconductor manufacturing through the CHIPS Act and planned to regulate the export of advanced semiconductors to China. As a result, South Korean semiconductor companies are planning to focus on establishing local production systems in the U.S. and expanding their technological competitiveness. Currently, Samsung Electronics operates NAND flash production plants in Xi'an and Suzhou, China, as well as semiconductor back-end processing (packaging) plants. SK hynix has DRAM plants in Wuxi, back-end processing plants in Chongqing, and a NAND plant in Dalian. These companies are building factories in the U.S. to respond to export regulations. Currently, Samsung Electronics' plant being constructed in Taylor, Texas, is expected to begin mass production in 2026. SK hynix's Indiana plant is also anticipated to start production of high-bandwidth memory (HBM) and other AI memory products in the second half of 2028. The South Korean battery industry already has a significant number of factories in the U.S., giving it a competitive edge. Additionally, South Korean companies possess core technologies that enable them to respond effectively to export controls and protectionist trade policies in the medium to long term. However, challenges are expected due to Trump's protectionist trade policies and China's increased export controls to the U.S. Ultimately, the battery industry finds itself in a situation where government support is critical. The South Korean battery industry has historically relied on importing raw materials from China, producing intermediate materials such as anode and cathode materials domestically, and manufacturing finished battery cells in the U.S. under this structure. The Inflation Reduction Act (IRA) recognizes processed battery materials from countries with which the U.S. has free trade agreements (FTAs) as equivalent to domestic materials, qualifying for electric vehicle consumer subsidies. However, if the Trump administration imposes tariffs on battery materials, the South Korean battery industry will inevitably need to restructure its business operations in order to maintain its competitiveness. There is a high likelihood that companies will either build new factories or expand their existing facilities in North America. For cathode materials, which have the highest cost share, EcoPro BM, LG Chem, and POSCO Future M are all constructing factories in North America. Among them, LG Chem's Tennessee plant (with an annual production capacity of 120,000 tons) is the only one located in the U.S., while POSCO Future M and EcoPro BM are building plants in Canada. The automotive industry plans to adapt flexibly by adjusting its strategy to focus on eco-friendly vehicles. South Korea's automotive industry accounted for about 60% of the country's total trade surplus with the U.S. last year, solidifying its position as a "key export" industry for South Korea. Hyundai Motor Group plans to reduce electric vehicle production at its local factories and increase the production of eco-friendly vehicles, including hybrid cars, in line with the Trump administration's election promises to abolish electric vehicle subsidies and remove penalties for internal combustion engine vehicles. Hyundai Motor Group plans to focus on the production of the Palisade Hybrid, which is scheduled for release in the U.S. in the second half of this year, and the Genesis Hybrid, which is still under development, at the "Hyundai Motor Group Metaplant America (HMGMA)" that began operations in October last year. The group will also start production of the large flagship electric sports utility vehicle (SUV) Ioniq 9, which is set to be launched this year. Additionally, the export and import regulations for connected cars are favorable to South Korean companies. The U.S. government, in its confirmation on the 14th, included a provision in the connected car-related regulations that gradually bans the sale of vehicles using Chinese and Russian software components for autonomous driving or communication functions. These regulations will apply to software starting with 2027 models and to hardware starting with 2030 models. Hyundai Motor Group is expected to benefit from these regulations. The group is currently collaborating with NVIDIA on AI programs and is pursuing autonomous taxi services in partnership with Waymo, a Google subsidiary, which is the world's leading robo-taxi company. Additionally, through its subsidiary, Motional, Hyundai Motor Group is focusing on advancing fully autonomous driving technology in the U.S. Additionally, Hyundai Motor Group donated $1 million (approximately 14.7 billion won) to the inauguration of U.S. President Donald Trump as part of its response to the uncertainties of his second term. This is the first time Hyundai Motor Group has made a donation to a U.S. presidential inauguration since its entry into the U.S. market. An industry insider stated, "It is difficult to predict what will happen after President Trump's inauguration," and added, "We need to watch how things will unfold after the start of the Trump administration and prepare flexible strategies for North America, which is our key market." ChatGPT를 사용하여 번역한 기사입니다.

2025-01-19 16:08:28 메트로신문 기자
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Naver and Kakao Enhance AI Shopping Services to Capture Both User Convenience and Advertising Revenue

Naver and Kakao are applying artificial intelligence (AI) to their shopping pages, accelerating the development of ultra-personalized services. AI-driven personalized shopping services directly translate into advertising revenue, making them a crucial cash cow for these companies, highlighting their growing importance. According to industry sources on the 19th, following Naver's launch of the AI-based ultra-personalized shopping service, "Naver Plus Store," in October last year, Kakao is now set to release the beta version of its "AI Shopping Mate." In the fourth quarter of last year, Naver launched Plus Store as a separate service, marking the official start of its personalized shopping service. It is scheduled for release as a standalone app in the first half of this year. Plus Store analyzes individual preferences and interests to recommend and display not only products but also benefits, promotions, and shopping-related content, offering an ultra-personalized AI shopping experience. The shopping functionality focused on searching and comparing product specifications will be rebranded as the "Naver Price Comparison" service, which will feature an improved catalog function. Meanwhile, the AI-driven shopping experience, previously scattered across various services such as AiTEMS product recommendations and the FOR YOU service, will be fully expanded through "Naver Plus Store." With the launch of Plus Store, users' shopping experiences have been improved, and sellers have found it easier to collect and analyze shopping data. Despite prolonged sluggish consumer sentiment, the industry estimates that Naver Shopping continues to grow. Lee Jun-ho, an analyst at Hana Securities, stated regarding the commerce business, "The fourth-quarter domestic online shopping transaction volume is expected to show stagnant growth of around 2%, similar to the third quarter, but Naver is projected to outperform this with growth of +5.2%, driven by its Smart Store and Brand Store." On the 18th, Kakao revealed the beta version of its second AI Mate, "AI Shopping Mate," on the AI Mate website. AI Shopping Mate is a service that can be used via web chat and KakaoTalk channels, with a focus on KakaoTalk Gift. Through conversations with users, it not only suggests shopping items they want to purchase but also provides information about their KakaoTalk friends' birthdays and recommended gifts. Kakao developed AI technology specialized for shopping to build the service. Since there is no existing data that fits the gift recommendation scenario, supervised fine-tuning (SFT) data, which allows the AI to naturally perform dialogues and scenarios, is essential for learning the shopping-related scenarios. Kakao developed fine-tuning data internally to make its general-purpose AI model work for the gift recommendation scenario. The company provides a newly designed chatbot tailored to both the familiar KakaoTalk channel chatbot and generative AI, offering users a fully customized experience. Both Naver and Kakao are building and advancing AI shopping services not only to improve user experience but also to maximize advertising revenue. Advertising through shopping services generates revenue from sellers' broad-targeted ads as well as purchase conversion revenue driven by ads. Therefore, if ultra-personalized services lead to user purchases, the platform's advertising revenue will also increase. In fact, consumer shopping experiences through AI technology have been proven overseas. According to a report from Capgemini Research Institute, 68% of consumers in a 2024 survey stated that they had actually purchased products recommended by AI. This is a significant increase from 52% in 2023. ChatGPT를 사용하여 번역한 기사입니다.

2025-01-19 15:37:51 메트로신문 기자