아침뉴스 2023 11 09

1. 쿠팡, 분기 실적 신기록

올해 3분기 쿠팡은 영업이익이 전년 대비 11% 성장한 1146억 원을 기록했다. 3분기 매출은 약 8조 1028억 원으로 전년 동기 대비 18% 늘었다. 쿠팡의 핵심 비즈니스인 프로덕트 커머스(로켓배송·로켓프레시·마켓플레이스·로켓그로스) 사업은 약 7조 8178억 원으로 전년 보다 21% 늘었다.

2. 유튜브 화면 아래 생긴 검은 버튼

유튜브가 숏폼 동영상인 '쇼츠'와 유사한 방식의 영상 추천 방식을 실험하고 있는 것으로 나타났다. 유튜브는 최근 메인 화면 우측 하단에 '콘텐츠 재생'이라는 문구가 적힌 검은색 버튼을 도입했다. 일부 이용자를 대상으로 새로운 동영상 피드를 실험하기 위해 만들어진 버튼이다.

3. 알림톡 광고 발송 늘자 인증 강화한다

스팸 청정 구역이었던 카카오톡에도 광고성 메시지가 침입했다. 유출된 이용자 전화번호를 이용해 가짜 비즈니스 채널을 만든 후 메시지를 보내는 식이다. 카카오는 채널 인증 절차를 더욱 강화하고, 알림톡을 보내는 허들을 높일 계획이다.

4. 삼성전자, 자체 개발 AI '삼성 가우스' 공개

삼성전자가 개발한 생성형 AI 모델 '삼성 가우스'가 공개됐다. 삼성전자는 '삼성 가우스'를 활용한 온디바이스 AI 기술도 함께 공개하며 생성형 AI 모델들을 다양한 제품에 단계적으로 탑재할 계획이다.

5. 티빙, 무료 실시간 채널과 광고요금제 도입에 '자신감'

티빙이 서비스를 개편하면서 무료 가입자들도 tvN, JTBC 등 29개의 채널을 티빙에서 시청할 수 있고, 국내 최초로 광고요금제도 도입했다. 티빙은 콘텐츠·플랫폼을 강화해 데일리 플랫폼으로서 자리매김하겠다는 목표다. 실제 올해 상반기 티빙 DAU는 120만 명으로 국내 OTT 중 가장 높았다.

6. 초현실 마케팅이 뜬다

기업들은 소비자들의 이목을 사로잡기 위해 더욱 이색적이고 차별화된 콘텐츠를 끊임없이 선보이고 있다. 최근에는 CG를 활용한 옥외광고가 전 세계적으로 인기다. 실제로 볼 수는 없지만, 진짜보다 더 진짜 같은 실감 나는 초현실적인 이미지를 활용한 브랜드 광고 사례가 잇따르고 있다.

7. 빈대 공포 확산에… 관련 매출 급증

전국적으로 빈대 목격담이 속출하고 있는 가운데, 살충제·침구청소기 등 빈대 퇴치와 관련된 상품의 매출이 급증한 것으로 나타났다. 쿠팡·G마켓 등 주요 온라인 쇼핑몰에서 최근 빈대 퇴치와 관련된 상품의 매출이 최대 852%까지 증가했다.

《경  제》

☞일회용품 규제 완화에 상인들 "부담 덜었다" vs "혼란 가중"...일회용 종이컵 사용 금지 방침을 철회하고 플라스틱 빨대와 비닐봉지 사용도 한동안 단속하지 않기로

☞"올해는 '쌀값 폭락' 걱정 마세요"..산지 쌀값 수확기 평균 21만 원 전망...산물벼 전량 정부 인수 쌀값 안정 추진...과잉물량 예년보다 적고 구곡 재고 부족...신곡 매입 많고 공공 비축비 공급 안 해...정부양곡 40만 톤 내년 사료용으로 판매

☞역마진 구조 속 '언 발에 오줌누기' 자구책…한전 적자해소 난망...산업용 전기요금 인상에도 역마진 계속…내년 총선 후 주택용도 인상 가능성...희망퇴직 규모 포함 안된 인력감축안…'한전KDN 상장 후 매각' 현실성 의문

☞탕후루·마라탕 인기 시들…겨울철 '진정한 강자' 컴백...아하 트렌드 검색 데이터 조사 결과...탕후루 브랜드 검색량 두 달 연속↓..."붕어빵·호떡·군고구마 철이 온다"

☞대기업만 전기료 인상···주택용·소상공인 요금은 동결...산업용 요금제만 올리기로...올 4분기 가스요금도 동결...한전 적자 개선 역부족 평가

《금  융》

☞은행 가계대출 또 늘었다…10월중 6조8000억원 증가...7개월 연속 증가세를 보이며 최고치...월 1조3000억원 감소했던 신용대출 등 기타대출은 1조원 증가로 전환

☞공매도 금지 後...오히려 늘어난 공매도? 개미들 뿔났다...6·7일 이틀간 공매도 거래 3410억원 집계돼...개인 투자자 "편법으로 거래 중인 시장조성자, 제도 폐지해야" 주장

☞국민 54% "자식 세대 계층 상승 어렵다"...열에 넷은 "국민연금으로 노후준비"...국민 54% '자식의 계층 상승 가능성 낮아'…하층일수록 비율↑...노인 10명 중 7명 '자녀와 따로 거주'…"편해서"

☞중국 건설업 10% 떨어지면 우리나라 GDP도 0.4%↓...KDI '중국 건설업 위축의 영향과 중장기 무역구조 변화의 시사점'

☞전쟁보다 무서운 '경기 침체'…70달러대로 떨어진 국제 유가...국제유가, 7월 이후 최저치 찍어...중국 수출 둔화 영향...닐 카시카리 연은 총재 "2% 목표 위해 더 많은 조치 취해야"...매파적 발언 영향도 유가 하락에 한 몫

《기  업》

☞현대차그룹, 협력사 소프트웨어 경쟁력 강화 돕는다...협력사 역량 강화 통한 SDC 전환 가속화 대응 차원...현대차 등 완성차 업체 오픈소스 분석 데이터 공유

☞'벼랑 끝 한전' 희망퇴직, 한전KDN 지분·인재개발원 매각키로...한전, 추가 자구대책 발표...본사조직 20% 축소 등 최대규모 조직개편

☞AI 열풍, 반도체엔 신성장동력..."삼성, AI 생태계에 중요한 역할 할 것"...삼성전자
 SAIT, 7일 '삼성 AI 포럼' 개최...경계현 사장 "AI, 혁신 수단으로 급부상"

☞기아 광주공장, 협력업체 안전사고에 전면 가동 중단...협력사 사고에 고용부 조사 중…부품 공급 차질 빚어...스포티지 포함 하루 2000대 생산…지역 경제 파장 우려

☞매출 신기록 셀트리온 "2030년 12조 돌파 자신"...'램시마' 앞세워 분기 최대매출...미국·유럽시장서 점유율 급등...2년 뒤 11개 제품 라인업 완성...헬스케어 합병으로 시너지 기대

《부 동 산》

☞"서울 아파트값 최고점은 작년 7월…37년간 연평균 6.7%↑"...37년 중 25년은 서울 아파트값 상승

☞아파트값 상승 전환됐으나, 당분간 거래 위축 '쭉'...직방, 10월 전국 매매가격지수 1년5개월 만에 상승...5개월 연속 상승폭은 줄어…관망세 커지고 있어

☞무너진 중견 건설사에 멈춘 공사현장…결국 공매에 소송까지 몸살...방배신일해피트리 616억에 공매로 나와...대우산업개발 천안 아파트는 소송전 휩싸여...시평 396위 지산종합건설 회생 신청..."건설업체 폐업 역대 최대"

☞“신혼집 설마 빌라 아니지?”…몸값 치솟은 서울 소형아파트...올해 10월까지 서울 소형 아파트 전월세 거래량 11만 4962건...월세 비중 50.2% 역대 최고

☞“미분양 감수하려고요” 비수기 11월에 분양 쏟아지는 이유...내년 불확실성 커지며 ‘밀어내기’...올해 초보다 개선된 분위기도 한 몫

https://open.kakao.com/o/ghHw5Gff

《사   회》

☞고3 대학 진학률, 서울·강남이 가장 낮은 이유...올해 고교생 대학 진학률 72%...지난해에 이어 2년 연속 하락...강남구 50%대 ‘전국 최저’ 수준...“정시·상위권대 N수생 강세 영향”

☞겨울 시작 '입동' 8일, 대구 첫서리·안동 첫얼음 관측...대구 첫서리, 작년보다 20일·평년보다 4일 늦어...안동 첫얼음, 작년보다 20일·평년보다 10일 늦어

☞‘빈대 가정통신문’ 받아든 학부모들, 살충제 싹쓸이에 가족여행 취소까지...해외여행뿐 아니라 국내여행 취소 사례도...인터넷 쇼핑몰서는 살충제 판매량 8배 뛰어

☞자해·자살 시도로 응급실 찾은 10·20대 급증...질병관리청, 2022 손상유형 및 원인 통계 발표...10년사이 2배 넘게 증가...2012년 5375명에서 지난해 9813명

☞대중교통 빈대 확산하나…“지하철·KTX 탄 뒤 옷에서 발견”...지하철·KTX 등 대중교통 이용 후 빈대 목격담 속출...서울·대구교통공사, 본지에 “아직 공식적으로 발견된 바 없어”...각 지자체 방역 대폭 강화

《국  제》

☞IMF, "美 주도 현 지배구조 유지"…中 요구한 회원국 지분 조정 않기로...출연금만 50% 늘리기로...올해·내년 中 성장률 전망 0.4%p↑…올해 5.4%, 내년 4.6% 예상

☞이, 하마스 본진서 시가전 공식화…"고통·파괴·분노 '대학살의 月'"...이스라엘군 가자 심장부로..."올가미 죄는 중…지휘부·땅굴 다수 파괴"...네타냐후·갈란트 차례로 "휴전 없다"

☞“日 노동자 월급은 2% 깎였는데”…기시다 5만원 월급 인상 비판 왜...기시다 총리 “연봉 30% 1218만엔 반납해 문제없다”

☞오염수 방류 "기분나빠" 언급에…日여성학자 강연 취소 논란...도쿄 시나가와구 주최 포럼 강연 취소돼...구민들 "언론·표현 자유 부정"…중지 철회 요구

☞中 부동산, 자금조달 50% 급감… 건물 헐값에 팔아 겨우 버틴다...中 부동산 기업 10월 조달액, 전년比 52%↓...민간기업에 국유자본 섞인 혼합 기업도 위태...中, “기업 형태 관계없이 차별 없는 조달 지원”...업계는 미온적… “투자자 신뢰 구축 어렵다”

 

 

 

1. Coupang's New Quarterly Earnings

In the third quarter of this year, Coupang's operating profit grew 11% year-on-year to 114.6 billion won. Sales in the third quarter increased 18% year-on-year to about 8.1028 trillion won. Coupang's core business, Product Commerce (Rocket Delivery, Rocket Fresh, Marketplace, and Rocket Growth), was about KRW 7.817.8 trillion, up 21% from the previous year.

2. The black button below the YouTube screen

YouTube has been shown to be experimenting with a video recommendation method similar to the short-form video "Shorts." YouTube recently introduced a black button with the phrase "Play Content" on the lower right of the main screen. It is a button made to experiment with a new video feed for some users.

3. We will strengthen the certification of notification talk advertisements

Advertising messages also broke into KakaoTalk, which used to be a spam-free zone. It is a way of sending a message after creating a fake business channel using the leaked user phone number. Kakao plans to further strengthen the channel authentication process and increase the number of huddle sending notification messages.

4. Samsung Electronics unveils its own AI 'Samsung Gauss'

The Generative AI model "Samsung Gauss" developed by Samsung Electronics has been unveiled. Samsung Electronics also plans to unveil on-device AI technology using "Samsung Gauss" and install Generative AI models step by step in various products.

5. TVing 'confident' in introducing free real-time channels and advertising plans

As TVing reorganized its service, free subscribers can also watch 29 channels on TVing, including tvN and JTBC, and introduced an advertising fee system for the first time in Korea. TVing aims to establish itself as a daily platform by strengthening content and platforms. In fact, in the first half of this year, TVing DAU was 1.2 million, the highest among OTTs in Korea.

6. Surreal marketing is coming up

Companies are constantly presenting more unique and differentiated content to catch the attention of consumers. Recently, outdoor advertisements using CG are popular all over the world. Although you can't actually see it, there are a series of brand advertisements using realistic surreal images that are more real than real.

7. The fear of bedbugs has spread... a surge in related sales

Amid a series of bedbugs sightings across the country, sales of products related to eradicating bedbugs, such as pesticides and bed cleaners, have soared. Sales of products related to eradicating bedbugs have recently increased by up to 852% at major online shopping malls such as Coupang and G Market.


"The Economy"

☞ Merchants "relaxed" on easing regulations on disposable products vs "increased confusion"...We will withdraw our policy of banning the use of disposable paper cups and will not crack down on the use of plastic straws and plastic bags for a while

☞"Don't worry about 'rice price crash' this year"..The average price of rice in the mountains is expected to be 210,000 won...The government takes over all of the rice products and seeks to stabilize the price of rice...Excess volume is less than usual and there is a shortage of old grain inventory...I bought a lot of new songs, and I don't supply public reserves...400,000 tons of government grains will be sold for next year's feed

☞ Self-rescue measures for 'peeing on your feet' in the reverse margin structure...KEPCO is in trouble to resolve the deficit...Reverse margin continues despite higher industrial electricity bills...The possibility of a housing increase after next year's general election...A plan to reduce manpower that does not include the size of voluntary retirement...Questions over the reality of 'Selling KEPCO KDN After Listing'

☞Tanghuru and malatang popularity waned..."The Real Strong" comeback in winter...Aha Trend Search Data Survey Results...Tanghulu brand search volume for two months in a row ↓..."Bungeoppang, Hotteok, and Roasted Sweet Potatoes are coming"

☞ Only large companies raise electricity prices, ··Freeze rates for housing and small businesses...We're only going to raise the industrial plan...Gas prices are also frozen in the fourth quarter of this year...Evaluation of KEPCO's Deficit Improvement

"Financial"

☞ Bank's household loans increased again…6.8 trillion won increase in October...7th straight month of increase, highest...Credit loans and other loans, down 1.3 trillion won per month, turn to 1 trillion won increase

☞No short selling...On the contrary, increased short selling?