[미래에셋 김철중] 배터리/전기차 뉴스 업데이트 (11월 11일 수요일) ■ 배터리 셀/소재/광물 (기업) 대형 전력망 동맹 확산…CATL·EVE·LG엔솔 등 7개사 ESS 메가딜 전력망 안정화 수요로 BESS 업계에서 대형 공급 계약과 제휴가 잇따르며 10일 기준 7개사가 계약을 확정했다. 틴치는 자회사를 통해 EVE에 2027년부터 3년간 전해액 45만톤을 공급하고, 광저우즈광전기는 독립형 저장 발전소용 BESS 설비 1억1440만위안을 턴키로 납품한다. LG에너지솔루션은 5일 린양에너지와 발전소 개발·스마트 운영 협약을 맺어 난퉁에 이어 난징 사업을 추진한다. CATL은 차이나코와 재활용·송전망 협력에 합의했다. [11월 11일/글로벌이코노믹] https://han.gl/UfFeP (기업) LG엔솔, 중국 ESS에 각형 LFP 첫 …
Content that also appears on other registered channels
Posts published here appear in near-verbatim form on 3 other registered channels. The matching is on the text itself, not on Telegram’s forward marker, so it finds a copy whether or not it was labelled as one.
| Posted first | Then | Overlap | Gap |
|---|---|---|---|
| @cjdbj/11436 · this entry2 Nov 2026, 02:44 UTC | @globalmktinsight/78042 Nov 2026, 04:29 UTC | 1.00 | 1.8 hours |
| @cjdbj/11438 · this entry2 Nov 2026, 06:37 UTC | @globalmktinsight/78122 Nov 2026, 06:39 UTC | 1.00 | 2 minutes |
| @cjdbj/11458 · this entry4 Nov 2026, 03:53 UTC | @globalmktinsight/78314 Nov 2026, 04:42 UTC | 1.00 | 49 minutes |
| @cjdbj/11438 · this entry2 Nov 2026, 06:37 UTC | @miraeoillee/36992 Nov 2026, 06:39 UTC | 1.00 | 2 minutes |
| @cjdbj/11444 · this entry2 Nov 2026, 23:24 UTC | @miraeoillee/37042 Nov 2026, 23:31 UTC | 1.00 | 7 minutes |
| @cjdbj/11436 · this entry2 Nov 2026, 02:44 UTC | @eqmirae/32772 Nov 2026, 02:50 UTC | 1.00 | 7 minutes |
| Channel | Matching posts | Text overlap | Typical gap | Published first |
|---|---|---|---|---|
| @globalmktinsight | 7 (7/7 hand-verifiable sample passed) | 1.00 | 49 minutes | this entry (7–0) |
| @miraeoillee | 6 (6/6 hand-verifiable sample passed) | 1.00 | 4 minutes | this entry (4–2) |
| @eqmirae | 5 (5/5 hand-verifiable sample passed) | 1.00 | 2 minutes | @eqmirae (3–2) |
Text overlap is the Jaccard coefficient over the set of distinct three-word phrases in the two bodies: 1.00 is identical wording, and the threshold for counting a pair at all is 0.70. Candidates are generated by simhash LSH (4 x 16-bit bands, exact Hamming <= 3) verified against the bodies with Jaccard over the SET of distinct 3-word shingles. Published first counts which side of each matching pair carries the earlier timestamp — in this corpus, which is the limitation directly below.
What this cannot establish
MEASURED, DOMINANT ERROR SOURCE: a post ingested before 2026-08-06 may have carried a forward header that was not recorded. A 45-pair hand-check against live t.me pages found 14 (31%) where the live page shows a forward header naming the other channel and the database has none, plus 4 more (9%) naming a third party. The text match itself was wrong 0 times out of 45. Read attribution_capture.items_in_trusted_window before treating the unattributed count as a claim.
Telegram lets a channel forward a post with a header naming the source, and we only began reliably recording that header on 2026-08-06. 1 of the 1 matches recorded here fall after that date and carried no header when we read them. The rest predate reliable capture and are not evidence either way.
“Published first” means first in this corpus. We hold 87 comparable posts for this entry, running 30 July 2026 to 9 November 2026. A channel we have read one page deep will look younger than a neighbour we have read in full, and the order would flip with no change in the underlying facts.
The detector’s own notes on this observation, as it recorded them. Names in this_style are fields of the underlying evidence record, which the plain-English paragraphs above read out for this entry.
- Verbatim republication has three causes and the text separates only two: a clone/mirror, unattributed copy-paste, or BOTH channels copying a common third source that neither attributes. The spread filter (content held by at most 8 channels) reduces the third and does not remove it.
- 'Earliest' means earliest IN THIS CORPUS. A channel ingested one page deep will look younger than a neighbour ingested in full; corpus_coverage above is there to be checked before the direction is believed.
- shared_verified_est extrapolates the sampled pass rate over the full narrow match count; sampled/passed are the numbers actually measured.
- Absence of a forward header is not proof of intent: Telegram lets a channel disable forward attribution, and a credit written in the body is not parsed as attribution here (mention_edge_either_way above is the closest available signal).
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