[미래에셋 김철중] 7월 글로벌 전기차(BEV+PHEV) 판매 글로벌 전체 +9% YoY 유럽 +33% YoY 중국 -5% YoY 북미 -27% YoY 기타 +97% YoY 중국은 작년 하반기 낮은 기저로 역성장폭 축소 시작 북미의 극단적인 부정적 데이터는 9월이 마지막(작년 9월 보조금 풀인) https://www.reuters.com/business/autos-transportation/global-ev-sales-rise-july-europe-offsets-weakness-china-north-america-2026-08-12/

Channel
[미래에셋 배터리/디스플레이 김철중] 디배저
@cjdbj
On this record: Growth · Engagement · What this channel posts · Posts · Citations · Cite this entry
16,000subscribers
+40 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
Register entry
| Telegram ID | -1001235226464 |
|---|---|
| Type | Channel |
| Username | @cjdbj |
| Description | 미래에셋 배터리/디스플레이 담당 김철중 연구위원입니다. 산업 관련 데이터 공유 채널이며, 종목에 대한 투자 의견은 발간 완료된 보고서만을 통해서 제공하고 있습니다. 궁금하신 사항은 아래 이메일을 통해서 문의 부탁드립니다. chuljoong.kim@miraeasset.com |
| Created | 17 October 2018 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 12 August 2026 |
| Measurements held | 9 |
| Confirmed unchanged | 1 time, most recently 12 August 2026 |
| On Telegram | t.me/cjdbj |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 12 Aug 2026, 12:24 | 16,000 | +1 |
| 11 Aug 2026, 15:08 | 15,999 | -6 |
| 10 Aug 2026, 14:28 | 16,005 | -1 |
| 9 Aug 2026, 17:43 | 16,006 | +17 |
| 8 Aug 2026, 15:17 | 15,989 | +1 |
| 7 Aug 2026, 14:17 | 15,988 | +26 |
| 6 Aug 2026, 13:53 | 15,962 | +2 |
| 6 Aug 2026, 10:03 | 15,960 | no change |
| 6 Aug 2026, 09:55 | 15,960 | first reading |
Engagement
39 posts held, back to 30 July 2026 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 17 pagesof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 25.1%
- avg views ÷ 16,000 subscribers
- Avg views / post
- 4,020
- 39 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 39
- of 39 held
ERR is average views per post over the last 30 days divided by subscribers, the definition TGStat uses, so this figure is comparable with the one you will see elsewhere. It falls structurally as a channel grows: a high ERR on a small channel and a low one on a large channel describe reach mathematics, not quality. We publish the figure and the sample it came from and pass no verdict on it.
ER is defined industry-wide as (forwards + reactions + comments) ÷ views— note the denominator is views, not subscribers. Telegram’s public web preview carries views and reactions but not forward or comment counts, so the reaction rate above is the reactions term only and is therefore a floor: the true ER for this channel is higher by an amount we have not measured and will not estimate.
| Window | Rolling 30 days · latest post in window 13 August 2026 |
|---|---|
| Posts held | 39 (30 July 2026 – 13 August 2026) |
| Views total | 156,641 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 13 Aug 2026, 01:07 UTC |
Views are a single reading per post, taken at the time above. A post published in the last day or two is still accumulating views, which pulls the 30-day average down slightly. That is a property of the standard definition rather than a fault in it, so we keep the definition rather than “correcting” the number into something nobody can reproduce.
Precision. Telegram publishes view counts on its public widget in short form — 8.12K, 3.7M — so any reading at or above 1,000 reaches us rounded to three significant figures, and only counts below 1,000 are exact. Averages and rates derived from them are shown to the same precision rather than to the unit: a figure like 3,701,250 would assert digits nobody measured.
Reaction counts are published per emoji and rounded the same way, so a total below 1,000 is exact and a larger one is a sum that may carry a rounded component from each emoji above 1,000. Because it is a sum, it does not look rounded — read a large reaction total as three significant figures per contributing emoji rather than as the figure it prints.
What this channel posts
- Photos
- ≈3,610
- Videos
- ≈1
- Links
- ≈5,450
Lifetime counters from Telegram’s own channel header, read 13 August 2026 — not the date at the top of this page, which is when the subscriber count was last read. A count marked ≈ was rounded by Telegram before we ever saw it — t.me prints these counters in full below 1,000 and to three significant figures above, so ≈142,000 means somewhere between 141,500 and 142,499.
Recent posts
[미래에셋 김철중] 배터리/전기차 뉴스 업데이트 (8월 13일 목요일) ■ 배터리 셀/소재/광물 (자원) 탄산리튬 가격 안정화…일주일새 1만위안 급등 7월 '기대 주도 조정'을 겪은 탄산리튬 가격이 최근 안정화 조짐을 보이고 있다. 8월 10일 탄산리튬 선물 주력 계약은 톤당 14만6360위안에 마감해 최근 6거래일간 6.24% 상승했다. 앞서 7월에는 장기 공급 과잉 우려로 가격이 20% 가까이 하락했으나, 관련 악재가 충분히 반영됐다는 분석이다. 업계는 수요 약화가 아닌 미래 증분 공급의 선반영이 하락 원인이라고 본다. 리튬염 기업들이 잇달아 정비에 들어간 가운데 8월 배터리 생산 스케줄이 예상 웃돌며 재고 소진 가속화되고 있다. [8월 12일/Sun Sirs] https://han.gl/OweKw (기업) GM-LG엔솔 오하이오 공…
https://cnevpost.com/2026/08/12/china-nev-sales-jul-2026-caam/
Photo, posted without a caption
https://www.sunsirs.com/m/page/commodity-news-detail/commodity-news-detail-35178.html
Photo, posted without a caption
2026.08.11 13:28:46 기업명: 삼성SDI(시가총액: 37조 5,931억) A006400 보고서명: 투자판단관련주요경영사항 제목 : 제너럴모터스(GM)社와의 합작투자계약 종료 결정 * 주요내용 1. 당사는 GM(General Motors)社와의 합작법인(JV)인 SDI-GM Synergy Cells Holdings LLC.에 대한 합작투자계약을 종료하기로 결정하였습니다. 2. 당사는 SDI-GM Synergy Cells Holdings LLC.에 대한 GM의 지분 49.99%를 인수하여 단독법인(가칭: Samsung SDI Synergy Cells Holdings LLC.)으로 운영할 계획입니다. 3. 당사는 향후 단독법인 운영을 통해, ESS 및 전기차용 배터리 등 다양한 어플리케이션 시장 수요에 대응할 계획입니다. 4…
[미래에셋 김철중] 배터리/전기차 뉴스 업데이트 (8월 11일 화요일) ■ 배터리 셀/소재/광물 (자원) 아르헨 카타마르카 폭설, 리튬 프로젝트 물류 차질 아르헨티나 카타마르카주 푸나 고원에 기록적인 폭설과 강풍, 극심한 저온이 닥치며 리튬 프로젝트 운영에 차질이 발생했다. 트레스 케브라다스 기온은 약 -27°C까지 떨어졌고 일부 적설량은 1미터를 넘어 작업자들이 광산 현장에 일시 고립됐다. 리오 틴토의 페닉스(연 3만2000톤), 3Q 프로젝트(1단계 연 2만톤) 등의 인력 이동과 현장 접근이 제약됐다. SMM은 도로 접근이 단기 회복되면 영구적 생산 손실보다 출하 지연에 그칠 가능성이 크나, 제한이 2주 이상 지속되면 3분기 생산과 램프업에 영향을 줄 수 있다고 봤다. [7월 24일/SMM] https://han.gl/JwqN1 (기…
[미래에셋증권 장다현] 글로벌 AI 인프라 (비중확대/신규) : AI도 결국 연결빨 *보고서 링크: https://han.gl/3q7Pw AI 데이터센터는 GPU만으로 완성되지 않습니다. 수천 개의 가속기를 하나의 시스템처럼 묶으려면 NIC, 스위치, AEC, 광모듈이 필요합니다. 네트워크는 원가 비중은 작지만, 병목이 생기면 가장 비싼 GPU의 가동률을 떨어뜨립니다. AI도 결국 연결이 중요한 이유입니다. 이번 보고서에서는 Big 5의 공시 CapEx가 놓치는 투자까지 포착하기 위해 캠퍼스 106곳과 클라우드 리전 121곳을 추적했습니다. 그 결과 IT 전력은 2025~2028년 3.1배, 주요 네트워크 기업의 AI 매출은 5.9배 증가할 전망입니다. 2027년은 ‘AI도 결국 연결빨’이라는 투자 논리가 실적으로 증명될 해입니다. …
https://news.metal.com/ko/newscontent/104022868-%EA%B7%B9%EC%8B%AC%ED%95%9C-%EB%88%88%EB%B3%B4%EB%9D%BC-%EC%95%84%EB%A5%B4%ED%97%A8%ED%8B%B0%EB%82%98-%EC%B9%B4%ED%83%80%EB%A7%88%EB%A5%B4%EC%B9%B4%EC%A3%BC-%EA%B0%95%ED%83%80-%EB%A6%AC%ED%8A%AC-%EC%83%9D%EC%82%B0%C2%B7%EC%84%A0%EC%A0%81-%EC%9C%84%ED%98%91-smm-%EB%B6%84%EC%84%9D
[미래에셋 김철중] 배터리/전기차 뉴스 업데이트 (8월 10일 월요일) ■ 배터리 셀/소재/광물 (정책) 트럼프 행정부, 배터리·핵심광물에 수조원 지원 트럼프 미국 행정부가 배터리·핵심광물 기업에 수조원 규모의 자금을 지원한다고 7일 밝혔다. 핵심광물 공급망의 중국 의존도를 낮추기 위한 조치다. 국방부는 배터리 기업 실라 나노테크놀로지스와 차세대 배터리 공장 건설을 위한 14억달러 규모 대출 계약을 체결하고, 애리조나주 구리 프로젝트에 10억달러 이상을 지원한다. 또 희토류 미사용 영구자석 업체 니론 매그네틱스에 1억500만달러, 스칸듐 광산 개발 선라이즈 에너지 메탈스에 4억달러를 투자한다. 미 수출입은행도 5E 어드밴스트 머티리얼스와 웨스트워터 리소스 등에 자금을 투입한다. [8월 8일/뉴시스] https://han.gl/KfsTc …
https://n.news.naver.com/article/003/0014115254?sid=104
Showing the 12 most recent of 39 posts we hold for @cjdbj. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.
Citation-graph rank
Citation-graph rank — 206,486 of 1,151,006entries in the measured graph. A weighted position computed from the forward and mention edges below — republished posts weigh more than named mentions — and recomputed periodically, over the whole graph. Published only as this ordinal position, never as a score: a position is a fact, and a score printed beside one channel’s name would read as a verdict this register does not make. The two counts beneath stay separate for the same reason mentions are never summed with forwards anywhere else on this page — a named-by count costs nothing to manufacture. The top 100 by this measure, or how it is computed.
Forward network
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
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@kaelresearch · 3,5911 post브로커 앤 뱅커
@moneyspectrum · 2,6251 post파하의 아카이빙 노트
@paranhanl20 · 3,3791 post충전식 저장소
@rechargable_storage · 1,7301 postMZ실버만 운동모드 ON
@silver_mansachs · 8,1011 post🌈 퀀텀백의 idea for Tech 🌈
@trendinvestment · 2881 post
Republishes
Channels on the register whose posts this channel has forwarded.
Built only from forwarded posts we have actually read, on both sides. Coverage is early and deliberately incomplete: a missing link means we have not read the post that would prove it, never that the relationship does not exist. Counts are distinct forwarded posts observed, so they only ever go up as we read more.
Mentions
Named by 3 registered channels — every channel on the register whose own posts have named this one, by its current username or any other username it currently holds, merged from two separately captured readings of the same fact so a namer caught by only one of them is not missed and a namer both caught is not counted twice. A username this channel has since dropped is not matched — that handle may belong to someone else now, and crediting today’s namer to yesterday’s owner would misattribute it.
Named by
Channels on the register whose posts name this channel's handle.
Names
Channels on the register whose handles appear in this channel's posts.
A mention is a weaker signal than a forward and is counted separately for that reason — naming a channel is not republishing it, and a handle in a post body is easy to place deliberately. The post counts beside each row below are distinct posts in which the handle appeared, from posts we have read on both sides — the “Named by N registered channels” figure above is a different count, of distinct NAMING CHANNELS rather than posts, and is not the sum of the rows under it.
Cite this entry
A live page changes as we take new readings, so a citation should name the measurement it is based on, not just the URL. The line below cites the subscriber count as measured 12 August 2026 — this entry's latest reading, not the date you are reading this.
“[미래에셋 배터리/디스플레이 김철중] 디배저” (@cjdbj), 16,000 subscribers as measured 12 August 2026. Telegram Register, tgregister.com/channel/cjdbj.
Full measurement history, CC BY 4.0. Every reading this register holds for this entry, not just the latest one, as a dated, downloadable record: CSV · JSON. Free to use with attribution to tgregister.com. Each file carries its own generation timestamp, which is the figure to cite for exactly when the data was retrieved.