The current levels are at the lowest in history, and in terms of valuation, they are significantly cheaper than during the COVID-19 pandemic and the 2008 Lehman crisis. This indicates that there is a recognition of a certain bottom in the market. Therefore, expectations for secondary batteries remain high. The three battery cell companies have increased their R&D investment by over 140 billion won compared to the same period last year, totaling 1.3617 trillion won in the first half of this year, which is a 12% increase. This gap can be seen as an opportunity rather than a crisis, and LG Energy Solution will directly benefit from this situation.

이 2차전지 주식, 금융위기때 보다 싸다. 외국인도 미친듯 담는다｜김지훈 대표 1부

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