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1억 넣었으면 3000만원 됐다…'개미 돈' 13조 몰린 원준 가보니 [윤현주의 主食이 주식]
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공정 토탈 솔루션사 원준을 가다<br>오너 2세 이성제 대표 올해 첫 인터뷰<br><br>“기술 강자 ASML·램 리서치 닮겠다<br>경쟁력 강화해 열처리 장비 세계 1위 꿈<br>전고체 배터리·연료전지 등 신시장 개척<br>해외 공격 영업으로 고객사도 확대”<br>올해 사상 최대 매출 가능성<br><br>주가는 고점 대비 3분의 1토막<br>2차전지 산업 따라 실적 변동 유의</strong><blockquote style="position:relative; margin:0; padding:0 0 0 15px; border-left:6px solid #e5e5e5; font-weight:normal"><span style="color:#0000cd;"><strong style="color:inherit">백문불여일견(百聞不如一見). 백 번 듣는 것보다 한 번 보는 게 낫다는 말이다. 가짜뉴스 홍수 속 정보의 불균형을 조금이라도 해소하기 위해 주식 투자 경력 18년 3개월의 ‘전투개미’가 직접 상장사를 찾아간다. 회사의 사업 현황을 살피고 경영진을 만나 투자자들의 궁금증을 해결한다. 전투개미는 평소 그가 ‘주식은 전쟁터’라는 사고에 입각해 매번 승리하기 위해 주식 투자에 임하는 상황을 빗대 사용하는 단어다. 주식 투자에 있어서 그 누구보다 손실의 아픔이 크다는 걸 잘 알기에 오늘도 개인투자자 입장에서 기사를 쓴다. <편집자주></strong></span></blockquote><br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP "> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a1"> <img id="img1" data-src="https://imgnews.pstatic.net/image/015/2024/11/03/0005052229_001_20241104141612505.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="김지영 이사가 열처리 장비 중 한 부분인 입구 치완실에 대해 설명 후 파이팅을 외치고 있다. 수원=윤현주 기자" style="display: none;" /> </div> </div><em class="img_desc">김지영 이사가 열처리 장비 중 한 부분인 입구 치완실에 대해 설명 후 파이팅을 외치고 있다. 수원=윤현주 기자</em></span><br><br>“2차전지 등 고부가 첨단 소재 생산을 위한 열처리 장비 사업에 박차를 가하고 있습니다. 열처리 공정 토탈 솔루션 글로벌 1위가 되겠습니다.” <br><br>이성제 원준 대표(1972년생)는 지난 1일 중장기 사업 계획에 대해 이같이 밝혔다. 원준은 2008년 11월 설립돼 2차전지 소재 및 MLCC(적층세라믹콘덴서) 생산용 열처리 장비 강자다. 특히 MLCC 소성용 RHK(Roller Hearth Kiln)를 2010년 국내 최초로 국산화해 삼성전기에 납품한 적이 있다.<br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP "> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a2"> <img id="img2" data-src="https://imgnews.pstatic.net/image/015/2024/11/03/0005052229_002_20241104141612545.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="경기도 수원시 권선구 산업로 174-29에 위치한 원준 본사. 수원=윤현주 기자" style="display: none;" /> </div> </div><em class="img_desc">경기도 수원시 권선구 산업로 174-29에 위치한 원준 본사. 수원=윤현주 기자</em></span><br><br>이로 인해 삼성전기가 웨어러블 디바이스에 탑재되는 산화물계 초소형 전고체 배터리를 세계 최초로 개발했다는 소식이 알려지면서 지난 9월 23일 원준의 주가는 장중 상한가를 찍기도 했다. ‘꿈의 배터리’로 불리는 전고체 배터리는 에너지 밀도가 높고 화재 위험성이 낮다. 원준은 전고체 배터리 관련 열처리 장비 기술을 보유하고 있어 증시에선 전고체 배터리 테마주로 분류된다. 열처리 공정은 첨단소재 생산 시 소재의 품질과 생산량을 결정하는 핵심 공정이다. 배터리 양극재·음극재, MLCC, 연료전지, 탄소섬유, 전고체 배터리, 리사이클링 등 모두 사용 가능한 기술이다. <br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP "> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a3"> <img id="img3" data-src="https://imgnews.pstatic.net/image/015/2024/11/03/0005052229_003_20241104141612584.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="피진석 차장이 공정 기술 레이아웃 작업을 하고 있다. 수원=윤현주 기자" style="display: none;" /> </div> </div><em class="img_desc">피진석 차장이 공정 기술 레이아웃 작업을 하고 있다. 수원=윤현주 기자</em></span><br> <div class="navernews_end_title"><span style="color:#008080;"> 포스코퓨처엠·LG화학·에코프로비엠 등과 거래</span></div><br>원준의 본사는 경기도 수원시 권선구 산업로 174-29에 있다. 이곳은 경영지원본부, 기술연구소 등이 있고 화성 1공장, 2공장, 당진 공장에서 컨베이어와 소성로를 만들고 있다. 원준은 2차전지 생산을 위한 열처리 장비를 국내 최초로 자체 개발해 포스코퓨처엠, LG화학, 에코프로비엠, 유미코아 등과 거래하고 있다. 해외에서는 미국 배터리 스타트업 퀀텀스케이프 등과 영업 실적이 있다. <br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP "> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a4"> <img id="img4" data-src="https://imgnews.pstatic.net/image/015/2024/11/03/0005052229_004_20241104141612626.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="전다정 사원이 국책과제로 진행 중인 탄소섬유 열처리 장비 일부를 보여주고 있다. 수원=윤현주 기자" style="display: none;" /> </div> </div><em class="img_desc">전다정 사원이 국책과제로 진행 중인 탄소섬유 열처리 장비 일부를 보여주고 있다. 수원=윤현주 기자</em></span><br><br>엔지니어 출신인 이성제 대표는 낯을 가려 대외 활동에 소극적인데 사업 성장성을 알리는 동시에 주주친화 경영을 위해 올해 처음으로 언론 인터뷰에 나섰다. 이 대표는 지난 1일 배터리산업의날 행사에서 국무총리 표창을 받았다. 이 대표는 “주력 제품인 열처리 소성 장비는 투입된 원재료를 열과 가스로 화학 반응시켜 원하는 특성을 가진 소재를 생산할 수 있게 해주는 장비다”고 설명했다. 기자가 난해한 표정을 짓자 “한마디로 밥솥과 같다”고 쉽게 풀이했다. 이 대표는 “쌀을 넣고 일정한 온도와 압력 조건을 밥솥에 적용하면 원하는 밥을 얻을 수 있는데, 이것을 가능하게 해주는 게 열처리 장비다”고 했다. 이어 “밥솥도 여러 브랜드가 있는데 밥맛이 다 다르고 원하는 양에 따라 크기가 달라져야 하듯이 열처리 장비도 일정한 형태가 있는 게 아니라 어떤 소재를 다루냐에 따라 최적의 조건을 구현할 수 있는 기계장비로 맞춤 제공한다”고 했다.<br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP "> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a5"> <img id="img5" data-src="https://imgnews.pstatic.net/image/015/2024/11/03/0005052229_005_20241104141612670.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="임정구 부장(가운데)이 공정사업 회의를 하고 있다. 수원=윤현주 기자" style="display: none;" /> </div> </div><em class="img_desc">임정구 부장(가운데)이 공정사업 회의를 하고 있다. 수원=윤현주 기자</em></span><br><br>원준은 고객사가 생산하고자 하는 소재의 특성에 대한 높은 이해도를 바탕으로 원료 투입 및 혼합부터 열처리, 제품 포장에 이르는 전체 소재 생산 공정에 대한 설계, 제작, 구매, 시공, 시운전 서비스를 일괄로 제공하는 EPC(설계·조달·시공) 턴키 솔루션을 공급하고 있다. 열처리 장비 가격은 고객 맞춤 주문 방식이라 천차만별이지만 2차전지 대형 사업장에 들어가는 50m 이상 장비는 약 50억~60억원으로 알려졌다. <br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP "> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a6"> <img id="img6" data-src="https://imgnews.pstatic.net/image/015/2024/11/03/0005052229_006_20241104141612706.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="주현지 사원이 제작 도면 수정을 하고 있다. 수원=윤현주 기자" style="display: none;" /> </div> </div><em class="img_desc">주현지 사원이 제작 도면 수정을 하고 있다. 수원=윤현주 기자</em></span><br><br>이 대표는 “2019년 독일 음극재 열처리 장비사 아이젠만과 중국 합작투자법인을 설립했고, 2020년에는 120여년 역사를 자랑하는 아이젠만의 열처리 사업부를 인수해 원준Gmbh를 설립했다”며 “중국, 독일, 폴란드, 미국, 캐나다 등 글로벌 영업 거점 및 생산 기지를 확보해 국내는 물론 북미와 유럽 등 산규 시장 대응 및 고객 확보를 위한 공격 영업을 진행하고 있다”고 글로벌 사업 현황을 설명했다. 특히 “북미 배터리 업체들의 문의가 잇따르고 있다”고 귀띔했다. 다만 계약 규모가 작은 편이라 대형 고객에 집중하고 있다고 밝혔다. 원준Gmbh의 경우 독일 특허는 100여개가 있는 것으로 알려졌다. <br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP "> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a7"> <img id="img7" data-src="https://imgnews.pstatic.net/image/015/2024/11/03/0005052229_007_20241104141612751.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="이충혁 대리가 설계도면 수정을 하고 있다. 수원=윤현주 기자" style="display: none;" /> </div> </div><em class="img_desc">이충혁 대리가 설계도면 수정을 하고 있다. 수원=윤현주 기자</em></span><br><br>이 대표는 “첨단 소재를 생산하는 데 있어서 중요한 건 양산이다”며 “랩(연구소)의 경우 전고체 전지 몇 ㎏ 정도는 만들 수 있겠지만 생산 규모가 t 이상이라면 이야기가 달라진다”고 열처리 기술의 중요성을 설명했다. 그는 “새로운 기술과 장비를 내놓기 위해 매년 매출의 3% 정도를 연구개발비로 투자하고 있다”며 “기술적 진보는 있지만 고객사와 비밀 유지 조항으로 인해 말하지 못하는 점을 이해해 달라”고 부탁하기도 했다. <br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP "> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a8"> <img id="img8" data-src="https://imgnews.pstatic.net/image/015/2024/11/03/0005052229_008_20241104141612788.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="윤단비 사원이 자금 관련 업무를 보고 있다. 수원=윤현주 기자" style="display: none;" /> </div> </div><em class="img_desc">윤단비 사원이 자금 관련 업무를 보고 있다. 수원=윤현주 기자</em></span><br> <div class="navernews_end_title"><span style="color:#008080;"> “열처리 장비 기술 고도화 … 해외 고객 확보 노력”</span></div><br>원준의 성장을 견인한 건 국내 최초로 국산화한 양극화물질 소성을 위한 연속식 열처리장비(RHK)다. 이 대표는 “RHK의 축적된 기술을 기반으로 장비를 고도화하고 신규 고객을 확보해 시장 지배력을 더욱 강화하겠다”고 강조했다. 또 “국내 최고 수준의 열처리 기술과 원준GmbH 기술을 더해 세계 최초로 실리콘계(Si-C 타입 및 SiOx 타입) 음극재 양산용 열처리 장비를 납품했다”며 “양극재와는 다르게 음극재 시장을 선도할 수 있을 것이다”고 기대했다. <br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP "> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a9"> <img id="img9" data-src="https://imgnews.pstatic.net/image/015/2024/11/03/0005052229_009_20241104141612826.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="이민희 과장이 재고 조사를 하고 있다. 수원=윤현주 기자" style="display: none;" /> </div> </div><em class="img_desc">이민희 과장이 재고 조사를 하고 있다. 수원=윤현주 기자</em></span><br><br>이 대표는 “전세계 음극재 시장의 90% 이상을 중국이 차지하고 있는데 미국 IRA(인플레이션 감축법) 발효로 향후 흑연계(천연흑연 및 인조흑연) 음극재 시장에서도 탈중국화를 위한 소재업체의 투자가 증가할 것이다”며 “우린 이미 국내 고객사를 대상으로 인조흑연 음극재 생산을 위한 열처리 장비(PTK)를 납품해 경쟁력이 있다”고 자신했다. 또 “배터리 소재 외에도 MLCC, 탄소섬유, 연료전지, 전고체 전지 등 다양한 첨단 소재에 대해 글로벌 고객사 공격 영업을 하고 있다”고 덧붙였다. 삼성전기가 MLCC를 활용한 산화물계 전고체 전지를 개발해 향후 소형 가정용 전고체 시장으로 확대될 경우 수혜를 볼 수 도 있다. <br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP "> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a10"> <img id="img10" data-src="https://imgnews.pstatic.net/image/015/2024/11/03/0005052229_010_20241104141612868.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="백지혜 대리가 2차전지 열처리 제품 포스터를 보여주고 있다. 수원=윤현주 기자" style="display: none;" /> </div> </div><em class="img_desc">백지혜 대리가 2차전지 열처리 제품 포스터를 보여주고 있다. 수원=윤현주 기자</em></span><br><br>내년 사업 계획을 묻자 “미국 대통령 선거(11월 5일)에서 도널드 트럼프 전 대통령(공화당)과 카멀라 해리스 부통령(민주당) 중 누가 당선이 되느냐에 따라 고객사들의 사업 계획이 결정된다”며 “우린 사실상 수주 산업이라서 고객사들의 대응 계획을 보고 결정하겠다”고 답했다. <br><br>사업 구조를 보면 이 대표의 설명을 확인할 수 있다. 원준은 고객사의 요구사항을 기반으로 맞춤형 열처리 장비를 설계해 자체 공장에서 생산한다. 수주한 프로젝트는 전담 팀이 관리하고 프로젝트의 일정, 예산, 품질 등을 엄격하게 통제한다. 고객사와 원활한 소통으로 진행 상황을 공유하고 피드백을 반영하는데 장비가 완성되면 고객사가 원하는 현장에 설치하고 시운전을 통해 정상 작동을 확인한 후 최종 인도를 하게 된다. 설치 후에도 고객사의 문제 해결을 위한 기술 지원과 설비 개선 요청에 적극적으로 응대한다. 이후 장비 운영에 대한 정기 운영 유지·보수 및 기술 지원 서비스로 만족도를 높이고 장기적인 협력 파트너로 성장하는 구조다. <br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP "> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a11"> <img id="img11" data-src="https://imgnews.pstatic.net/image/015/2024/11/03/0005052229_011_20241104141612904.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="우정관 부장이 소성로용 스팀발생기 특허증 등을 보여주고 있다. 수원=윤현주 기자" style="display: none;" /> </div> </div><em class="img_desc">우정관 부장이 소성로용 스팀발생기 특허증 등을 보여주고 있다. 수원=윤현주 기자</em></span><br> <div class="navernews_end_title"><span style="color:#008080;">올해 사상 최대 매출 가능성 … 3년간 연평균 영업이익률 10% </span></div><br>기술력을 인정받은 열처리 장비 덕에 최근 3년간 실적은 양호했다. 2021년 매출 621억원, 영업이익 123억원에서 지난해 매출 1373억원, 영업이익 46억원을 기록했다. 3년간 연평균 영업이익률은 10.29%다. 상반기 매출 928억원, 영업이익 168억원으로 올해 매출은 사상 최대 가능성이 높다. 최근 3년간 열처리 장비 매출 비중이 85~90%를 차지한다. 나머지 10~15%는 공정 설비와 서비스 부문이다. 열처리 장비 쏠림 현상을 완화하기 위해 장기적으로 공정 설비 매출을 30% 이상까지 높인다는 방침이다. <br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP is_small"> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a12"> <img id="img12" data-src="https://imgnews.pstatic.net/image/015/2024/11/03/0005052229_012_20241104141612941.png?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="" style="display: none;" /> </div> </div></span><br><br>2차전지 업황 둔화로 올 들어 주가는 25.23% 하락했다. 지난 8월 5일엔 상장 후 최저가인 8600원까지 떨어졌다. 이후 전고점 배터리 관련 기대감에 석 달 만에 58.84% 상승했다.<br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP "> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a13"> <img id="img13" data-src="https://imgnews.pstatic.net/image/015/2024/11/03/0005052229_013_20241104141612969.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="원준 주가 월봉 그래프 캡처." style="display: none;" /> </div> </div><em class="img_desc">원준 주가 월봉 그래프 캡처.</em></span><br><br>2021년 10월 7일 코스닥 상장한 원준(시가총액 2086억원·코스닥 332위)의 데뷔는 화려했다. 당시 일반투자자 공모주 청약에서 1623 대 1의 경쟁률을 보였고 증거금으로만 13조2525억원이 몰렸었다. 기관 수요예측 경쟁률은 1464 대 1로 희망범위를 뛰어넘어 6만5000원에 공모가 확정했다. 현재 주가는 2022년 7월 실시한 1 대 2 무상증자가 반영된 가격이다. 같은 달 무상증자 효과로 상장 후 최고가인 5만1600원을 찍었지만 2년4개월 만에 ‘3분의 1토막’(73.53% 손실) 신세다. 당시 고점에서 1억원을 투자했다면 평가금액이 현재 2650만원 정도인 것이다. 2차전지 장비사의 특성상 고객 발주 계획에 따라 사업 부침이 있는 게 약점으로 꼽힌다. <br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP "> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a14"> <img id="img14" data-src="https://imgnews.pstatic.net/image/015/2024/11/03/0005052229_014_20241104141613004.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="김찬호 대리가 소성로 사가(박스) 운반 로봇을 보여주고 있다. 수원=윤현주 기자" style="display: none;" /> </div> </div><em class="img_desc">김찬호 대리가 소성로 사가(박스) 운반 로봇을 보여주고 있다. 수원=윤현주 기자</em></span><br><br>주가 부양책을 묻자, 이 대표는 “시장 상황에 따라 자사주 취득과 무상증자도 진행하고 2년 연속 배당(1주당 200원)도 실시했다”며 “글로벌 공격 수주 등 실적으로 보답하겠다”고 약속했다. 또 “지속적인 성장을 위한 투자와 경영 실적, 현금 흐름 상황, 재무구조 등을 종합적으로 고려해 주주환원책을 적극 시행하겠다”고 덧붙였다. <br> <div class="navernews_end_title"><span style="color:#008080;"> 이성제 대표 “열처리 장비 세계 1위 되겠다”</span></div><br>그는 “인류 문명의 발전은 첨단 소재에서 시작됐다”며 “첨단 소재를 상업화할 수 있게 돕고 기술력 향상을 통해 열처리 장비 세계 1위가 되겠다”고 다짐했다. 경쟁사로는 산업 설비, 식기, 도자기 재료 및 엔지니어링 사업을 영위하는 일본 노리타케가 꼽힌다. <br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP "> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a15"> <img id="img15" data-src="https://imgnews.pstatic.net/image/015/2024/11/03/0005052229_015_20241104141613042.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="김영중 부장이 프로그레스 리포트 작성을 하고 있다. 수원=윤현주 기자" style="display: none;" /> </div> </div><em class="img_desc">김영중 부장이 프로그레스 리포트 작성을 하고 있다. 수원=윤현주 기자</em></span><br><br>총 주식 수는 1527만1581주로 이호은 회장(이 대표 부친) 지분 7.86%, 이 대표의 모친 강숙자 지분 20.43%, 이 대표 지분 11.79%를 합하면 최대주주 지분율은 40.07%다. 자사주 0.54%, 외국인 0.84%로 유통 물량은 약 60% 정도다. 2분기 기준 현금성 자산(단기금융상품 포함) 373억원, 유형자산 136억원이다. 부채비율 84.77%, 자본유보율 8083.28%다. <br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP "> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a16"> <img id="img16" data-src="https://imgnews.pstatic.net/image/015/2024/11/03/0005052229_016_20241104141613081.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="이용섭 CFO가 사업 내용 설명 후 파이팅을 외치고 있다. 수원=윤현주 기자" style="display: none;" /> </div> </div><em class="img_desc">이용섭 CFO가 사업 내용 설명 후 파이팅을 외치고 있다. 수원=윤현주 기자</em></span><br><br>투자 긍정 요인으로는 차별화된 턴키 사업 역량이다. 이용섭 CFO(전무)는 “종합적인 솔루션 제공 능력이 뛰어나고 설계부터 설치까지 열처리 장비 전 과장을 관리하면서 고객사 만족도를 높이고 있다”고 설명했다. 또 “지속적인 R&D 투자와 고객사와 협력 관계를 통해 기술력을 강화하고 있다”며 “국내와 독일 법인에 있는 테스트 센터를 통해 고객사의 연구개발 단계부터 양산화까지 지원하는 개발 파트너 역할도 하고 있다”고 덧붙였다. 이어 “실리콘 음극재 시장, 연료전지, 전고체 전지 등 새로운 분야에서 선제적으로 기술 개발과 제품 상용화를 진행하고 있다”며 “이는 성장 가능성이 높은 시장에서 점유율을 올리고 장기적으로 수익성 개선에 기여할 것으로 보인다”고 했다. <br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP is_long"> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a17"> <img id="img17" data-src="https://imgnews.pstatic.net/image/015/2024/11/03/0005052229_017_20241104141613117.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="원준 본사 입구 전경. 수원=윤현주 기자" style="display: none;" /> </div> </div><em class="img_desc">원준 본사 입구 전경. 수원=윤현주 기자</em></span><br><br>3일 기준 약 250억원 주식 부자인 이 대표는 오너 2세다. 사실 그는 사업에 뜻이 없었다고 한다. 포항공과대학교(POSTECH) 화학공학과 졸업 후 1998년 삼성E&A(옛 삼성엔지니어링)에 공정 엔지니어로 입사해 6년간 근무하고 LX인터내셔널(옛 LG상사)에 이직할 때도 금요일 근무 마치고 다음 주 월요일 새로운 회사로 갈 정도로 직장 생활에 재미를 부쳤다는 게 그의 전언이다. 그는 “전문적인 지식을 계속 배우고 싶었고 내성적인 사람이라 책을 더 보고 싶었지만 부모님의 뜻을 따라 사업을 이어받았다”며 “좋은 부모님을 만나 운 좋게 살아가는 사람이다”고 겸손해했다. 남들이 말하는 ‘흙수저’는 아니지만 영업 현장에 가서 기술 관련 논의를 하면 눈빛이 달라진다고 한다. <br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP "> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a18"> <img id="img18" data-src="https://imgnews.pstatic.net/image/015/2024/11/03/0005052229_018_20241104141613156.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="김재원 사원이 센서 설계를 하고 있다. 수원=윤현주 기자" style="display: none;" /> </div> </div><em class="img_desc">김재원 사원이 센서 설계를 하고 있다. 수원=윤현주 기자</em></span><br><br>삶의 지혜를 부탁하자 “누군가에게 조언을 해줄 만한 위치가 절대 아니다”고 했다. 그럼에도 “항상 목표를 세우면서 살아가야 하고 거창하지 않더라고 서두르지 않고 꾸준히 하면 언젠가는 성공까지는 아니어도 보람과 발전을 느낄 수 있다”고 했다. 그는 “반복된 좋은 습관으로 어제보다 오늘, 오늘보다 내일이 더 멋있어지는 사람이 될 수 있다”고 강조했다. 이 대표는 평소 멀리 보면서 하루하루를 성실하게 살아가는 걸 중요하게 여긴다고 한다. <br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP "> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a19"> <img id="img19" data-src="https://imgnews.pstatic.net/image/015/2024/11/03/0005052229_019_20241104141613194.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="원준 본사에는 경영기획팀, 부설연구소 등이 있다. 수원=윤현주 기자" style="display: none;" /> </div> </div><em class="img_desc">원준 본사에는 경영기획팀, 부설연구소 등이 있다. 수원=윤현주 기자</em></span><br><br>마지막으로 “열처리 솔루션 분야 세계 최고를 목표로 네덜란드의 반도체 장비 제조업체 ASML, 미국 반도체 웨이퍼 제조 장비 및 서비스 공급 업체 램 리서치처럼 기술력으로 시장을 선도하는 기업이 되겠다”며 “개인 투자자들이 긴 호흡으로 회사를 바라봐 주셨으면 좋겠다”고 당부했다. <br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP "> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a20"> <img id="img20" data-src="https://imgnews.pstatic.net/image/015/2024/11/03/0005052229_020_20241104141613231.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="설계팀 직원들이 업무에 매진하고 있다. 수원=윤현주 기자" style="display: none;" /> </div> </div><em class="img_desc">설계팀 직원들이 업무에 매진하고 있다. 수원=윤현주 기자</em></span><br><br>이재모 그로쓰리서치 대표는 3일 기자와의 통화에서 “2차전지 양극재와 음극재 생산을 위한 열처리 장비 사업과 EPC(설계·조달·시공) 턴키 솔루션을 제공하는 공정 설비 엔지니어링 사업이 매력적이다”며 “고객사가 생산하고자 하는 소재 특성에 맞춰 핵심 장비를 공급하고 있다”고 설명했다. 이어 “기술력이 높은 원준은 국내뿐만 아니라 독일 중국 미국 등에서 다양한 고객사를 확보하고 있다”며 “원천 기술을 통해 제작 이후 고객사에 성공 납품을 한 실적을 바탕으로 지속적인 재발주가 이뤄지고 있다”고 덧붙였다. 그는 “상반기 말 수주잔고는 1982억원 수준으로 안정적인 성장세를 보이고 있다”고 분석했다.<br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP is_long"> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a21"> <img id="img21" data-src="https://imgnews.pstatic.net/image/015/2024/11/03/0005052229_021_20241104141613270.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="글로벌 사업에 박차를 가하고 있는 원준 본사 로비 1층. 수원=윤현주 기자" style="display: none;" /> </div> </div><em class="img_desc">글로벌 사업에 박차를 가하고 있는 원준 본사 로비 1층. 수원=윤현주 기자</em></span><br><br>다만 “2차전지 셀 또는 소재 업체들은 수요 감소 전망에 설비투자를 줄이거나 지연시키고 있다”며 “이러한 영향으로 기존에 수주받았던 프로젝트 계약기간 종료일이 늦춰지고 있어서 실적 변동성이 조금씩 커지고 있는 점은 유의해야 한다”고 조언했다.<br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP is_small"> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a22"> <img id="img22" data-src="https://imgnews.pstatic.net/image/015/2024/11/03/0005052229_022_20241104141613309.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="" style="display: none;" /> </div> </div></span><blockquote style="position:relative; margin:0; padding:0 0 0 15px; border-left:6px solid #e5e5e5; font-weight:normal"><span style="color:#0000cd;"><strong style="color:inherit">'1400만 개미'와 함께 달리겠습니다. 여러분의 주식 계좌가 빨간불이 되는 그날까지 재미있는 종목 기사 많이 쓰겠습니다. 아래 기자 페이지에서 윤현주 기자 구독과 응원을 눌러 주시면 기사를 매번 빠르게 확인하실 수 있습니다.</strong></span></blockquote> 수원=윤현주 기자 hyunju@hankyung.com </article> </div> <div class="byline"> <p class="byline_p"> <span class="byline_s">윤현주 기자 hyunju@hankyung.com</span> </p> </div> <div class="newsct_journalist"> <div class="newsct_journalist_inner"> <h4 class="blind">기자 프로필</h4> <div class="media_journalistcard _JOURNALIST_CARD _MORE_WRAP"> <div id="JOURNALIST_CARD_LIST" class="media_journalistcard_inner"> <div class="media_journalistcard_item _SUBSCRIBE_ELE" data-subscribe-type="JOURNALIST" data-current-subscribe="true"> <div class="media_journalistcard_item_inner"> <div class="media_journalistcard_intro"> <div class="media_journalistcard_summary"> <span class="media_journalistcard_summary_press _LAZY_LOADING_WRAP" data-show-type="block"> <img data-src="https://mimgnews.pstatic.net/image/upload/office_logo/015/2020/09/15/logo_015_6_20200915190950.png" height="24" alt="한국경제" title="" class="media_journalistcard_summary_press_img light_type _LAZY_LOADING _LAZY_LOADING_INIT_HIDE _LAZY_LOADING_ERROR_HIDE" style="display:none;"> <em 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class="changecmt_img _LAZY_LOADING" alt=""></span><em>한국경제</em>가 이 기사의 댓글 정책을 결정합니다. <span class="changecmt_info"> <button type="button" class="changecmt_info_icon _layer_notice_btn _TOGGLE" data-target="_COMMENT_NOTICE_INFO_LAYER" data-classValue="is_hidden">안내</button><span id="_COMMENT_NOTICE_INFO_LAYER" class="changecmt_layer _layer_notice is_hidden"> <strong class="changecmt_info_title"><span class="changecmt_ico_help"></span>댓글 정책 언론사별 선택제</strong> <span class="changecmt_info_txt">섹션별로 기사의 댓글 제공여부와 정렬방식을 <br>언론사가 직접 결정합니다. 기사 섹션 정보가<br>정치/선거를 포함하는 경우 정치/선거섹션 정책이<br>적용됩니다. 단, 운영규정에 따른<br>삭제나 이용제한 조치는 네이버가 직접<br>수행합니다.</span> <button class="changecmt_btn_info_close _close_layer _TOGGLE" data-target="_COMMENT_NOTICE_INFO_LAYER" data-classValue="is_hidden">레이어 닫기</button> </span> </span> </p> </div> <div id="cbox_module" class="_COMMENT _COMMENT_HIDE"> </div><div class="rankingnews mobile_hidden is_hidden _TEMPLATE" data-grid-template-column-aside="true" 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<div class="ofhe_image"> <img data-src="https://imgnews.pstatic.net/image/origin/014/2024/11/25/5272235.jpg?type=nf336_206" data-scroll="true" alt="" class="_LAZY_LOADING"> </div> </div> <div class="ofhe_headline">"하루에 7000억씩 번다"..'비트코인 빚투'로 대박난 '이 회사'</div> <div class="ofhe_lede _LAZY_LOADING_ERROR_SHOW" style="display:none;">최근 비트코인이 급등한 가운데 '비트코인 빚투(빚내서 투자)'로 유명한 미국 기업용 소프트웨어 업체 마이크로스트래티지가에 비트코인 수익을 공개했다. 23일(현지시간) 마이크로스트래티지 공동창업자인 마이클 세일러 회장</div> </a> </li> </ul> </div> <div class="flick-panel"> <ul class="ofhe_list"> <li class="ofhe_item _LAZY_LOADING_WRAP" data-loading-error-allowed="true"> <a href="/article/417/0001040657" class="ofhe_link _NLOG_IMPRESSION" data-clk="arw.art" data-extra="{"airs":{"session_id":"1h0dqXioFoPZ993S"}}" data-imp-gdid="8812805E_000000000000000001040657" data-imp-url="https://n.news.naver.com/article/417/0001040657" data-imp-index="13"> <div class="ofhe_thumb _LAZY_LOADING_ERROR_HIDE"> <div class="ofhe_image"> <img 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class="comment_follow_tutorial_layer_container"> <div class="comment_follow_tutorial_layer_content"> <div class="comment_follow_tutorial_layer_item"> <p class="{{className}}">{{text}}</p> <i class="comment_follow_tutorial_layer_closeicon"></i> <button type="button" class="comment_follow_tutorial_layer_close _MODAL_COMMENT_FOLLOW_TUTORIAL_CLOSE" data-clk="{{nclkPrefix}}tutclose">닫기</button> </div> </div> </div> </div> </div> </script> <div id="_TICKER_LAYER_FOR_NOTIFICATION" class="ticker" style="display: none;"></div> <script type="x-tmpl-mustache" class="_TICKER_LAYER_TEMPLATE_FOR_NOTIFICATION"> {{#officeInfos}} <p class="t_inner"><em class="t_point">{{officeName}}</em> 언론사 알림이 설정되었습니다.</p> {{/officeInfos}} </script> <script src="https://static-nnews.pstatic.net/js/min/20241121a/library.min.js" crossorigin="anonymous" onerror="neloSender.sendErrorToNelo('스크립트 로딩 에러 : ' + this.src);"></script> <script src="https://static-nnews.pstatic.net/js/min/20241121a/read.min.js" 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