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Channel

안회수 DB 이차전지/철강금속

@steelhoesoo

On this record: Topic · Growth · Engagement · Reactions · Posts · Citations · Cite this entry

2,373subscribers

+15 since we began measuring on 6 August 2026

Risers and fallers across the register · movement among entries of 1,000–3,162.

Register entry

Telegram ID-1001564071435
TypeChannel
Username@steelhoesoo
CreatedBetween 1 August 2021 and 28 February 2023 — estimated from Telegram’s id allocation, not measured. How this range is calculated.
First recorded6 August 2026
Last confirmed live15 September 2026
Measurements held10
Confirmed unchanged1 time, most recently 15 September 2026
On Telegramt.me/steelhoesoo

Topic

Other / unclassifiable — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-FP8, prompt version 1) read this channel’s own recent posts on 15 September 2026 and assigned it the closest of 31 fixed categories, at 59% confidence. This is a model’s judgement about what the channel is likely to be about, not a fact this register measured the way a subscriber count or a view count is measured — it can be revised on a later pass, and it carries no weight anywhere else on this page. How this classification works, and why it has no browse page of its own yet.

Growth

2,3562,3732,364.56 August 2026 — 2,358 subscribers6 August 2026 — 2,358 subscribers9 August 2026 — 2,359 subscribers12 August 2026 — 2,356 subscribers19 August 2026 — 2,358 subscribers22 August 2026 — 2,356 subscribers30 August 2026 — 2,360 subscribers6 September 2026 — 2,362 subscribers11 September 2026 — 2,367 subscribers15 September 2026 — 2,373 subscribers6 August 202615 September 2026
10 measurements spanning 39 days, net +15. Dots are measurements; the straight line between them is drawn to join them, not to claim we know the path taken in between — snapshots are recorded only when a count changes, so gaps mean “no change observed”, never “interpolated”. The vertical axis spans 2,353–2,376 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
15 Sept 2026, 01:182,373+6
11 Sept 2026, 08:162,367+5
6 Sept 2026, 22:222,362+2
30 Aug 2026, 12:292,360+4
22 Aug 2026, 06:492,356-2
19 Aug 2026, 02:272,358+2
12 Aug 2026, 12:382,356-3
9 Aug 2026, 18:172,359+1
6 Aug 2026, 14:462,358no change
6 Aug 2026, 14:382,358first reading

Engagement

23 posts held, back to 22 July 2026the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 2 pages of Telegram’s post history, 20 posts per page.

Nothing published in the last 30 days. ERR and ER are rolling 30-day measures, so there is nothing to compute — we hold 23 posts for this entry, the most recent from 6 August 2026. An engagement rate over an empty window would be a number about nothing.

Reaction mix

10 reactions across 7 posts, in 3 distinct kinds. The most used accounts for 50.0% of them.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
550.0%
😁330.0%
👏220.0%

No sentiment is inferred, and none should be read in. This table is ordered by count and by nothing else. Emoji do not carry stable meaning across languages or communities — 🙏 is thanks in one channel and mourning in another — so we publish which ones were pressed and how often, and pass no judgement on what an audience meant by them.

Precision. Telegram publishes reaction counts per emoji and short-forms each one — 4.34K, 1.2M — so any single kind at or above 1,000 reaches us at three significant figures, and only counts below 1,000 are exact. The shares above are ratios of those figures and carry the same error. This is also why the total here can differ slightly from a reaction total printed elsewhere on the page: both are sums of the same rounded parts, taken over samples with different edges.

Coverage. Reactions were read on 8 of the 23 sampled posts in this sample. Summed by Telegram’s own count on each post — not by adding up the per-emoji breakdown above — those same posts carry 10 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 23 most recent posts we hold, published 22 July 2026 to 6 August 2026, using the newest reading held for each. Telegram Stars are excluded: they are a payment, not a reaction, and they have their own section.

Recent posts

6 Aug 2026, 23:38 UTC210 viewsread 7 August 2026

<☀️안회수 DB 이차전지/철강금속 Daily News> 2026/8/7 알버말(ALB) 2026년 2분기 실적 발표 주요 내용: 공급 차질 속에서도 강력한 수요와 사상 최고 EBITDA 기록 https://vo.la/Gp84LqF CMRG가 일부 제철소에 리오틴토와의 협상을 중단하라고 지시했다고 소식통들이 전했다. https://vo.la/esdmebz 트럼프 행정부, 미국 광물 공급 증대를 위해 텅스텐 및 배터리 폐기물 수출 차단 https://vo.la/vKan0Rx 테슬라, 텍사스에서 메가팩 3 생산 시작 https://vo.la/XLZ6odL

Signed An Hoesoo

6 Aug 2026, 23:14 UTC244 viewsread 7 August 2026

포스코퓨처엠, 국내 배터리 기업에 리튬인산철 양극재 장기공급 https://naver.me/5RAnxKj7

Signed An Hoesoo

6 Aug 2026, 23:09 UTC241 viewsread 7 August 2026

고려아연(010130): 2Q26 Review 포트폴리오 다변화의 힘 https://buly.kr/HSZtDl5 ⭐️ DB 이차전지/철강 안회수 ⭐️ https://t.me/steelhoesoo 2Q26 Review 포트폴리오 다변화의 힘: 2Q26 연결 매출액 6.3조원(+66%YoY, +5%QoQ), 영업이익 5,870억원(+126%YoY, -21%QoQ, OPM 9.2%)으로 이익 컨센서스 부합했음. 연결 매출액 서프라이즈는 연결 자회사 실적 때문임. KZ trading의 금속 판매량 확대, SMC의 생산량 회복, Pedal Point의 스크랩 처리량 증가에 따름. 그러나 이익단에서는 기여도가 낮아졌는데, KZ trading 재고평가손실 반영, SMC 은 가격 하락에 따른 이익 감소, Pedal Point의 소송 비용 때문임. 고

Signed An Hoesoo

6 Aug 2026, 01:30 UTC314 viewsread 7 August 2026

2Q26 고려아연 실적 컨퍼런스콜 260806 연결 매출액 6.37조원 영업이익 5870억원, OPM 9.2% (귀금속가격 하락) 당기순이익 3520억원 세전이익 환평가 손실로 감소 278억원 재무 자산 증가 - 니르스타 인수 반영, SMC 정광 정상화로 재고 증가 차입금 1.4조원 증가 별도실적 매출 4조원 , 영업이익 5890억원, OPM 14.6% 귀금속 가격 하락을 아연 희소금속 구리판매량이 상쇄 3분기에는 구리 처리시설 안정화로 판매량 증가 예정 희소금속 매출 970억원, GPM 78.8%, 판매량 증가 및 인듐 가격 상승 KZ trading 매출 5013억 영엽이익 59억원 OPM 1.2% 알루미늄 가격 하락에 따른 재고평가손실 반영 SMC 영업이익률 12.1%-> 2.6% 물류저상화로 매출 증가했으나 영업이익은 은가

Signed An Hoesoo

5 Aug 2026, 23:46 UTC294 viewsread 7 August 2026

<☀️안회수 DB 이차전지/철강금속 Daily News> 2026/8/6 🔋🚗♻️ 단독] LG엔솔·삼성SDI "아틀라스 잡아라"… 로봇 배터리 수주전 https://vo.la/rKU1Mxm LG엔솔, 캐나다 ESS 생산거점 파업 갈림길…6일 노조 비준 투표 https://naver.me/FJOxLGyG 삼기에너지솔루션즈, 'ESS·휴머노이드 차세대 배터리 핵심 '美 FF-PCB 특허 확보 https://vo.la/G3zyKSL 롱바이 테크, LFP 프로젝트 가속화, 9월 말까지 전체 생산 능력 목표 https://vo.la/YridAyK 중국 최초의 나트륨 이온 덤프트럭이 운행을 시작했습니다. https://vo.la/iORUDJw 뉴욕시, 도로변 전기차 충전소 600개 추가 설치 예정 https://vo.la/XiEZf3O 🪨🏭⚡

Signed An Hoesoo

5 Aug 2026, 23:40 UTC291 viewsread 7 August 2026

가온전선, 싱가포르 도시철도 전력망 첫 수주…600억 규모 https://naver.me/FqI77awU LS일렉트릭, 차세대 ESS용 전력변환장치 G2 첫 출하 https://naver.me/FIcMMQZA

Signed An Hoesoo

5 Aug 2026, 22:42 UTC865 viewsread 7 August 2026

미국, 외국산 신규 태양광 인버터 및 배터리 에너지 저장 시스템(BESS) 장비 인증 차단 https://www.ess-news.com/2026/08/05/us-blocks-certification-of-new-foreign-made-solar-inverters-and-bess-equipment/

Signed An Hoesoo

3 Aug 2026, 23:23 UTC326 viewsread 7 August 2026

<☀️안회수 DB 이차전지/철강금속 Daily News> 2026/8/3 🔋🚗♻️ 테슬라와 컨투어글로벌, 애리조나주 태양광 발전 설비를 활용한 1.4GWh 규모의 배터리 에너지 저장 시스템(BESS) 공급을 위한 전력구매계약(PPA) 체결 https://vo.la/pYopveo 한국판 IRA' 시동…반도체·로봇·배터리 등 생산기업에 세제 혜택 https://naver.me/5bC2Fz5E 고티온 하이테크, 모로코에 아프리카 최초의 배터리 기가팩토리 건설 준비 중 https://vo.la/wwhHrK7 [단독]SK온, 美 팩토리얼과 전고체 배터리 '맞손' https://vo.la/TDqB93X 중국, 전기차 배터리 상태 투명성 강화 https://vo.la/D4MdVJA 🪨🏭⚡️ JFE Steel은 친환경 수소를 사용하여 최초의 DRI

Signed An Hoesoo

3 Aug 2026, 23:14 UTC317 views0 reactionsread 7 August 2026

현대제철(004020): 2Q26 봉형강류 원가부담, 컨센서스 하회 https://buly.kr/CM1tgfO ⭐️ DB 이차전지/철강 안회수 ⭐️ https://t.me/steelhoesoo 2Q26 봉형강류 원가 부담으로 컨센서스 하회: 2Q26 연결 매출액 6.1조원(+2.7%YoY, 6.4%QoQ), 영업이익 577억원(-43%YoY, +163%QoQ, OPM 0.9%)으로, 컨센서스 약 36% 하회하는 실적 기록. 주된 원인은 2분기 말 철스크랩 가격 상승에 따른 전기로의 급격한 원가 상승. 1) 고로: 자동차 강판 제외 주요 제품 판가 가격 상승 지속되며 롤마진 소폭 개선. 2) 전기로: 성수기 효과로 판매량 140만톤으로 상승(+9%QoQ) 했고, 판가 ㅕ상승도 이어졌음. 그러나 국내 철스크랩 수급 악화로 가격이 급상승하면

Signed An Hoesoo

31 Jul 2026, 09:32 UTC435 viewsread 7 August 2026

풍산(103140): 2Q26 Review 신동이 이끈 서프라이즈 https://buly.kr/APxXbUX ⭐️ DB 이차전지/철강 안회수 ⭐️ https://t.me/steelhoesoo 2Q26 Review 신동이 이끈 서프라이즈: 2Q26 연결 매출액 1.47조원(+14%YoY, +16%QoQ), 영업이익 1,252억원(+34%YoY, +39%QoQ)으로 컨센서스(약 820억원)를 상회하는 실적 기록. 1) 신동: 호실적을 이끈 주요인. 구리가격 상승 지속(1Q26 $12,852/ton → 2Q26 $13,364/ton)으로 메탈게인 540억원 발생. 이외에도 고부가 제품 확대가 수익성을 구조적으 로 견인하고 있음. 순동제품은 데이터센터, ESS향 Cooling Plate, HPA(고성능 동합금)제품은 자동차 및 전자제품 커넥터

Signed An Hoesoo

30 Jul 2026, 23:44 UTC839 views3 reactionsread 7 August 2026

LG에너지솔루션(373220): 하반기 수주 모멘텀 집중으로 섹터 대장 확인 https://buly.kr/5fF4yVS ⭐️ DB 이차전지/철강 안회수 ⭐️ https://t.me/steelhoesoo 2Q26 Review: 2Q26 연결 매출액 7.6조원(36%YoY, +15%QoQ, AMPC 2,410억원), 영업이익 1,113억원 기록. 1) 중대형 EV: 매출액은 혼다 JV 보상금 인식으로 증가했으나, 이익 기여는 없었음. 타 EV 고객사 보상금 이연으로 high-single 수준 적자 기록. 2) 소형: Tesla Model YL 판매 호조로 두자릿수의 매출액 증가, Rivian향 46파이 배터리 출하도 늘어나며 믹스개선 효과. 3) ESS: 매출 약 30% 증가했으나 팩공정 병목은 아직 지속되었음. 관세 환급 약 1,000억

👏2😁1

Signed An Hoesoo

30 Jul 2026, 23:41 UTC≈2,070 views1 reactionsread 7 August 2026

삼성SDI(006400): 하반기 흑자 지속, ESS 증설 가능성 https://buly.kr/GvpZkdb ⭐️ DB 이차전지/철강 안회수 ⭐️ https://t.me/steelhoesoo 2Q26 Review 서프라이즈: 2Q26 연결 매출액 3.77조원(+18%YoY, +5.4%QoQ), 영업이익 2,038억원(흑자전환, AMPC 1,077억원)으로 서프라이즈 기록. ESS 관세 환급 약 2,000억원 반영, 소형전지 적자폭 개선이 컸기 때문. 1) EV: low single 수준의 적자 기록, AMPC 기여도도 높았는데 미국 스텔란티스JV 공장 라인을 유럽 수출향으로 일시적으로 활용했기 때문임. 2) 소형: mid single 적자 수준 기록하며 지속 개선 중. 판매 증가 중인 BBU는 수익성이 low teen 수준으로 믹스 개

😁1

Signed An Hoesoo

Showing the 12 most recent of 23 posts we hold for @steelhoesoo. 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.

Forward network

Republished by

Channels on the register that have forwarded this channel's posts into their own feed.

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 1 registered channel — 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.

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 15 September 2026 — this entry's latest reading, not the date you are reading this.

“안회수 DB 이차전지/철강금속” (@steelhoesoo), 2,373 subscribers as measured 15 September 2026. Telegram Register, tgregister.com/channel/steelhoesoo.

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.