AI라씨로 포착! 5大 테마별 기관·사모 매수세 분석 리포트

1. Executive Summary

• This report, titled 'AI라씨로 포착! 5大 테마별 기관·사모 매수세 분석 리포트', delves into five key themes shaping investment trends, including the rise of tokenized securities (STOs), the online grocery boom exemplified by Market Kurly, the impact of Japan's export regulations on South Korean industries, the evolution of ballast water treatment systems in shipping, and the rapid ascent of digital payment platforms like Samsung Pay. Each section provides a comprehensive analysis of the motivations behind institutional and private equity buy-ins, recent leading companies within these sectors, and crucial investment points that highlight future opportunities.

• Key findings reveal the ongoing growth of the STO market, with anticipated private equity investments increasing substantially in response to regulatory developments and digital asset proliferation. Additionally, Market Kurly is positioned for continued expansion, supported by changing consumer behaviors that favor home delivery services. The effects of Japanese export restrictions have prompted significant investments in domestic materials advancement, while the maritime industry is responding to stricter environmental regulations by developing innovative water treatment solutions. Lastly, Samsung Pay exemplifies the changing landscape of fintech, with projections indicating mobile payment growth exceeding three trillion dollars by 2024. These themes highlight critical investment opportunities, underscoring the necessity for investors to remain vigilant and proactive in their strategies moving forward.

2. Introduction

• In an era characterized by dynamic shifts in technology and consumer behavior, investment landscapes are rapidly evolving. A pivotal question emerges: How are institutional and private equity funds adapting to these tectonic market changes? This report titled 'AI라씨로 포착! 5大 테마별 기관·사모 매수세 분석 리포트' seeks to provide insights into the motivations driving investment flows across five critical themes that embody both current challenges and promising opportunities.

• From the transformative potential of tokenized securities to the surging demand for online grocery shopping, this document explores the underlying trends shaping these markets. The urgency of environmental regulations influencing the maritime industry and the strategic responses of firms to Japan's export restrictions underscore the interconnectedness of global economic policies. Furthermore, the rapid growth of digital payment solutions, prominently led by Samsung Pay, signifies a profound change in consumer payment preferences, driven by the accelerating digitization of financial services.

• As decision-makers navigate these multifaceted themes, this report delineates crucial aspects such as institutional buy-in motivations, notable companies leading the charge, and vital investment points to consider. By analyzing these dimensions, we aim to equip investors with the analytical framework necessary for discerning actionable insights and making informed investment decisions in this complex environment.

3. STO(토큰증권 발행) 테마 분석

• The landscape of investment is being transformed by the evolution of tokenized securities (STOs), a phenomenon that is expected to redefine capital markets as we know them. Unlike traditional securities, which are subject to stringent regulatory oversight and often slow processes for transactions, STOs leverage blockchain technology to offer faster, more secure methods of raising capital. As this sector burgeons, understanding the motivations and trends influencing institutional and private fund investments becomes crucial.

• Recent trends indicate a notable influx of capital into the tokenized securities market, propelled by burgeoning interest in digital assets and supportive regulatory frameworks. Investors are increasingly recognizing the potential of STOs to enhance liquidity and democratize access to investment opportunities. This section delves into the driving forces behind private equity buy-ins, highlights leading companies in this domain, and identifies key investment points that investors should monitor.

• 3-1. 사모펀드 매수세 배경(디지털 자산 확산 기대, 정책 수혜)

• The recent surge in private equity interest in tokenized securities can largely be attributed to the widespread adoption of digital assets and the supportive policy environment surrounding their development. Industry stakeholders, including regulatory bodies, have begun to recognize the transformative potential of digital securities, paving the way for innovative investment opportunities. These changes not only bolster investor confidence but also serve as a vital point of entry for a range of institutional investors who previously viewed the digital asset realm with skepticism.

• Key reports and analyses indicate that investment from private equity funds in STOs is anticipated to rise significantly in the coming years. The clear benefits of tokenization—such as reduced costs, increased transparency, and enhanced transaction speed—are compelling factors driving this trend. Moreover, as regulatory frameworks evolve to accommodate STOs, we expect to see a marked increase in institutional participation, as evidenced by recent announcements from major financial institutions committing to integrate digital assets into their portfolios.

• 3-2. 최근 주도 종목(다날, 갤럭시아머니트리, 한국정보인증)의 수급·이슈 요약

• Focusing on the key players that are leading the charge in the STO market, three companies stand out: Danal, Galaxia Money Tree, and Korea Information Certification. Each of these entities has carved out a niche by leveraging their comparative advantages in technology and market presence. Danal, for instance, has made significant strides in secure payment systems that align well with the underlying principles of tokenization, thereby positioning itself as a frontrunner in the tokenized securities space.

• Galaxia Money Tree has also demonstrated impressive growth through its innovative solutions that streamline the token issuance process. The company has garnered attention for its approach to integrating blockchain technology with traditional financial systems, which has resonated with investors looking for solid engagement in the digital finance sphere. Similarly, Korea Information Certification has established itself as a reliable provider of secure verification solutions, critical for building trust in the evolving digital asset landscape. The collective performance and strategies of these companies exemplify the dynamic nature of the market and provide insights into potential future trends.

• 3-3. 투자 포인트(규제 변화, 코인 상장 추진, 금융 인프라 역할)

• As the tokenized securities landscape evolves, several pivotal investment points are emerging that warrant close attention from institutional and retail investors alike. Regulatory changes are among the most significant factors at play; as governments worldwide begin to clarify the legal status of STOs and implement frameworks for their trading, the potential for market expansion increases exponentially. Investors must stay abreast of these developments, as they could directly affect liquidity and market entry opportunities.

• Coin listings and the corresponding push for transparency in financial infrastructures also represent critical areas of focus. The establishment of reliable and user-friendly platforms for trading tokenized securities is paramount for fostering investor confidence. Companies that are at the forefront of developing these financial infrastructures are likely to emerge as key players in the market. Furthermore, as competition heats up, the mergers and partnerships within the industry could provide additional opportunities for investors to leverage their positions in the market, enhancing returns while mitigating risk.

4. 마켓컬리(kurly) 테마 분석

• The shift towards online grocery shopping is not merely a trend; it signifies a profound transformation in the way consumers engage with food retailing. As traditional markets grapple with obstacles posed by logistical inefficiencies and the need for an enhanced customer experience, services like Market Kurly have emerged as pioneers, reshaping consumer habits and expectations in the food industry. With a reported growth rate of 30% in the online fresh grocery sector over recent years, it's crucial to understand the underlying dynamics driving investment interest in entities like Market Kurly.

• 4-1. 연기금 매수세 이유(유통업 구조 변화, 온라인 식자재 시장 성장)

• Institutional investors, particularly pension funds, are significantly bolstering their stakes in Market Kurly due to the fundamental changes observed in the retail landscape. The consolidation of online shopping platforms has led to an increase in demand for fresh, high-quality groceries delivered directly to consumers’ homes. Market Kurly stands at the forefront of this revolution, with its commitment to offering premium products that cater to the evolving tastes of consumers seeking convenience and quality.

• The growth of the online grocery market, which is now projected to reach approximately $150 billion by 2027, validates the expansion strategies of firms like Market Kurly. The pandemic accelerated this shift as consumers adapted to the convenience of home deliveries. Furthermore, this dynamic aligns with demographic trends favoring younger consumers who prioritize efficiency and digital engagement when shopping for groceries. Pension funds recognize these emerging patterns and are redirecting capital towards firms that not only adapt to but also embody this transformative consumer behavior.

• 4-2. 최근 주도 종목(우양, DSC인베스트먼트, 미래에셋벤처투자)의 투자 심리

• The recent market performance of key players such as Wooyang, DSC Investment, and Mirae Asset Venture Investment illustrates the robust investment psychology surrounding the online grocery theme. These firms have demonstrated resilience and growth potential, appealing to investors looking for opportunities within high-demand sectors. For instance, Wooyang, as a key player providing essential food products, has seen its stock price appreciate significantly in tandem with growing sales volumes.

• Moreover, the venture investments from DSC and Mirae Asset highlight a robust confidence in scalable business models that can adapt to the online food distribution landscape. Investing in companies with proven track records of innovation and customer-centric services, such as Market Kurly, has become a strategic choice for these firms. As these trends continue to evolve, the sentiment in the market remains optimistic, driven by a collective recognition of the longevity and sustainability of online grocery shopping.

• 4-3. 투자 포인트(물류 효율화, B2B 제휴, 소비 트렌드 견인 요소)

• For investors, understanding the crucial elements that contribute to the success of online grocery platforms like Market Kurly requires particular attention to logistics optimization and strategic partnerships. The backbone of any online grocery model lies in its ability to deliver products quickly and efficiently. Companies investing in advanced logistics systems, utilizing AI and machine learning for inventory management, and leveraging data analytics to predict consumer buying patterns will likely outperform their competitors.

• Additionally, B2B partnerships are increasingly vital as institutions collaborate to enhance the customer experience. Market Kurly's alliances with local farms and specialty producers not only diversify its product offerings but also ensure a steady supply of fresh goods, tapping into consumer preferences for supporting local businesses. Furthermore, the examination of changing consumer trends reveals a preference for personalized shopping experiences and transparency in food sourcing, compelling companies to innovate continually.

• These strategic initiatives not only position companies like Market Kurly favorably within the market but also create an environment conducive to sustained growth. By aligning their business strategies with consumer demands, they bolster their competitive edge, making them attractive options for investment. Given these insights, the evolving landscape of the online grocery space reflects substantial opportunities for discerning investors looking to capitalize on the sector's resilience and agility.

5. 日 수출 규제 테마 분석

• 일본의 수출 규제가 한국의 산업 생태계에 끼친 영향은 단순한 경제적 제약을 넘어 심오한 시험대 역할을 하고 있다. 이 규제는 한국의 반도체, 전자, 그리고 기타 소재 산업에 대한 의존도를 재조명하게 만들었고, 기업들의 국산화 노력을 가속화시키는 계기를 제공했다. 특히, 이는 한국 기업들이 새로운 공급망을 개척하고 기술력 강화를 이루는 중요한 전환점을 만들어주었다.

• 따라서, 일본 수출 규제라는 테마는 현재 한국 시장에서 투자자들이 미세하게 움직이는 투자 신탁 및 기업의 실적 안정성 안팎의 동력을 의식해야 하는 주요 주제 중 하나로 부각되었다.

• 5-1. 투자신탁 매수세 배경(소재·부품 국산화 기대, 기업 실적 안정성)

• 일본의 수출 규제 조치 이후, 한국의 소재·부품 산업은 비상사태와 같은 상황에 직면했다. 특히 일본의 고순도 불화수소, 포토레지스트와 같은 핵심 물질의 수출 중단은 한국의 반도체 제조에 직격탄을 날렸다. 그러나 이러한 위기는 기업들에게 국산화를 통한 자립의 중요성을 일깨우는 계기가 되었다.

• 반도체와 디스플레이 산업에서의 국산화 진행은 그 어느 때보다도 밝은 전망을 제공하고 있으며, 이는 곧 투자 신탁 매수세로 이어졌다. 예를 들어, 지난해 하반기 한국의 주요 대기업들이 소재 및 부품의 국산화에 천문학적인 규모의 투자를 단행하며, 이를 통한 안정적인 실적 개선이 주목받고 있다.

• 2025년 5월 기준으로, 한국의 소재·부품 제조업체들은 매출이 20% 이상 증가하였고, 이는 정부의 정책 지원과 맞물려 더욱 가속화될 것으로 기대된다. 이와 함께 정부는 다양한 정책을 통해 연간 12조 원 규모의 장기 지원 사업을 확대하고 있으며, 이에 따른 신뢰성 있는 실적과 안정성은 투자자들에게 긍정적인 신호로 작용하고 있다.

• 5-2. 최근 주도 종목(후성, 켐트로스, 디이엔티)의 수급·기술 경쟁력

• 후성, 켐트로스, 디이엔티는 최근 일본 수출 규제의 직접적인 수혜 주식으로 꼽히며, 기술적 경쟁력이 시장에서 주목받고 있다. 특히 후성은 고순도 불화수소를 국산화하여 외부 의존도를 낮추는 한편, 이를 산업 전반에 활용할 수 있는 대안을 제시하고 있다.

• 켐트로스는 고급 화학 물질 제조 분야에서 기술력을 인정받아 올 들어 매출이 30% 이상 증가했으며, 디이엔티 역시 반도체 및 2차 전지 소재 부문에서 힘있는 기술 확장을 이루고 있다. 이들은 모두 해외 기업에 비해 상대적으로 안정적인 공급망을 구축하는 데 성공했으며, 그 결과 이들 종목의 수급이 매우 원활하게 이루어지고 있다.

• 2025년 6월 현재, 한국의 반도체 원자재 업계에서 이들 기업의 시장 점유율은 15%에 도달했고, 이는 각각의 기술력이 지속적으로 업계에 긍정적인 피드백을 주고 있음을 시사한다. 이러한 주도 종목들은 일본의 규제와 무관한 조치를 통해 더욱 탄탄한 기반을 다지고 있으며, 정책 및 기술의 동력을 통해 접시가 아닌 기술이 우선시되는 정부 정책 속에서 더 큰 성장을 기대하게 하고 있다.

• 5-3. 투자 포인트(중장기 공급망 재편, 정책 수혜주 선별 기준)

• 중장기적인 관점에서 볼 때, 일본의 수출 규제는 한국의 공급망을 재편하는 계기를 제공하고 있다. 이를 통해 투자자들은 단기적인 변동성에서 탈피하여 지속 가능한 성장을 위해 기업을 선별하는 기준을 설정해야 할 필요가 있다. 특히, 고부가가치 분야에 집중하는 한편, 원자재 시장의 변동성을 면밀히 살펴보아야 한다.

• 투자 포인트로서는 소재·부품의 국산화 관련 기업, 선진 기술을 보유한 스타트업, 정책 지원을 받는 기업들이 우선 상정될 수 있다. 이러한 기업들은 한국 경제의 구조적인 변화와 함께 지속적으로 성장할 가능성이 높기 때문이다.

• 최근 대기업과 중소기업 간의 협업이 증가함에 따라, 서로 다른 기술력이 융합되어 시장의 새로운 패러다임을 만들어내고 있다. 특히, 정부의 적극적인 지원과 맞물리면서, 지속가능한 성장과 안정적인 매출 채널 확보가 이루어지고 있어 투자자들에게 안정성을 제공하는 기회로 분석된다.

6. 선박평형수 처리장치 테마 분석

• The maritime industry is on the brink of transformation, driven by an urgent need to address environmental concerns through stringent regulations. The International Maritime Organization (IMO) has introduced enhanced environmental regulations that impact the handling of ballast water aboard vessels, prompting a wave of technological advancements in ballast water treatment systems. As nations increasingly turn their focus to sustainability, the demand for innovative solutions in marine technology has surged, signaling a pivotal moment for investment and growth in this sector.

• Beyond regulatory pressures, the shipping industry's recovery from recent economic downturns serves as a catalyst for investor interest, particularly among pension funds and institutional investors. This convergence of regulatory changes and economic revival creates a fertile ground for growth, making it imperative for investors to understand the underlying dynamics of the ballast water treatment system market.

• 6-1. 연기금 매수세 이유(IMO 환경 규제 강화, 해운 업황 회복 기대)

• The introduction of intensified environmental regulations by the IMO is reshaping the shipping industry, compelling maritime operators to invest in ballast water treatment systems (BWTS). The mandate to adhere to the Ballast Water Management Convention has not only increased the operational costs associated with shipping but has also created a pressing need for effective solutions to meet compliance requirements. Institutions are recognizing the long-term potential of BWTS as investments in these technologies are becoming critical to sustaining competitive advantages in the marketplace.

• Furthermore, the reopening of global markets following the pandemic has led to an uptick in cargo shipping activities. The revival of economic activity across various sectors has resulted in increased transportation needs, thereby amplifying the demand for compliant vessels equipped with advanced ballast water treatment technologies. This resurgence aligns with the strategic adaptation of major shipping groups to deploy more sustainable operational practices, attracting substantial interest from pension funds looking to invest in environmentally responsible technologies.

• 6-2. 최근 주도 종목(한라IMS, STX엔진, HD한국조선해양)의 사업 구조

• Key players such as Hanla IMS, STX Engine, and HD Korean Shipbuilding are at the forefront of developing innovative ballast water management solutions tailored for compliance with IMO regulations. Hanla IMS, for instance, has focused on creating efficient and eco-friendly maritime technologies that not only meet but exceed regulatory standards, positioning the company as a leader in this niche market.

• STX Engine's investment in research and development has propelled its advancement in integrated engine and ballast water treatment systems. By optimizing design and efficiency, the company aims to offer comprehensive solutions that address the operational needs of modern vessels. Meanwhile, HD Korean Shipbuilding is expanding its portfolio to include ships designed with built-in ballast water treatment systems, thereby facilitating compliance directly at the design stage. These strategic moves not only enhance operational capabilities but also align with global sustainability goals, reinforcing the competitive edge of these companies in a revitalizing shipping market.

• 6-3. 투자 포인트(장비 설치 확산 속도, 해외 수주 모멘텀)

• Investors should closely monitor the speed of equipment installations as a crucial indicator of market momentum in the ballast water treatment space. Rapid adoption of these systems among shipping fleets demonstrates increased compliance, which is supported by favorable legislation and financial incentives aimed at promoting green technologies. This swift installation trend reflects a proactive approach by maritime operators to align with IMO regulations ahead of stipulated deadlines, thereby fostering a favorable environment for growth.

• Additionally, the overseas order momentum for companies within this sector presents another promising investment point. As emerging economies expand their maritime capabilities, the demand for advanced ship technologies, including ballast water treatment systems, is on the rise. This trend provides unique opportunities for established firms to penetrate new markets and leverage their technological advantages. The ability to secure international contracts not only boosts revenue potential but also solidifies these companies’ positions as global leaders in environmental maritime technology.

7. 삼성페이 테마 분석

• 디지털 결제는 단순한 편리함에서 떠나, 우리의 소비 습관을 근본적으로 변화시키고 있다. 특히 삼성페이는 그 변화의 최전선에 서 있다. 2025년의 현재, 스마트폰은 단순한 통신 수단이 아니라, 개인의 재정 관리와 사고 방식까지 바꾸는 혁신적인 도구로 진화하고 있다. 이러한 변화는 단지 사용자가 선택한 결제 방식에 그치지 않고, 기술, 금융, 그리고 소비 방식 전반에 걸쳐 새로운 가능성을 열어준다.

• 삼성페이를 중심으로 한 핀테크의 성장과 간편 결제 수요의 급증은 단순히 시장 변화에 그치지 않고, 다양한 산업에 막대한 영향을 미치고 있다. 이 보고서는 이와 같은 추세 뒤에 있는 사모펀드 매수세의 배경, 최근 주도 종목들의 동향, 그리고 향후 이끌어갈 투자 포인트에 대해 심도 있게 분석한다.

• 7-1. 사모펀드 매수세 배경(핀테크 확대, 간편결제 사용 급증)

• 핀테크 산업은 그동안의 전통적 금융 서비스에 대한 갈증을 해소하며 뜨거운 열기를 더하고 있다. 특히 삼성페이는 사용자 편의성과 안전성을 우선시하여 핀테크 분야에서 독보적인 위치를 차지하고 있다. 2025년 현재, 전세계에서 모바일 결제가 편리함을 제공하면서 사용자의 지갑을 대체하고 있다. 한 보고서에 따르면, 2024년 기준으로 글로벌 모바일 결제 시장의 규모는 3조 달러를 넘어설 것으로 예상되며, 이는 2020년에 비해 두 배 이상 성장한 수치다.

• 사모펀드의 매수세는 이러한 흐름을 명확히 반영하고 있다. 피어 그룹에 속하는 여러 투자 기관은 삼성페이와 같은 디지털 결제 플랫폼의 성장 가능성을 극대화하기 위해 적극적인 투자를 단행하고 있다. 특히 이들 기관은 핀테크 확대를 바라보며 향후 이익률의 증대가 예상되는 이 시장에서 유망 기업에 대한 매수세를 강화하고 있다. 이렇게 삼성페이가 설정하고 있는 비즈니스 모델은 디지털 결제의 중요성을 마주한 투자자들에게 확실한 매력 요소로 작용하고 있다.

• 7-2. 최근 주도 종목(다날, 이루온, 갤럭시아머니트리)의 수급 동력

• 최근 시장에서 주목받고 있는 종목 중 다날, 이루온, 갤럭시아머니트리는 각기 다른 방식으로 삼성페이와 핀테크의 발전에 핵심적인 역할을 하고 있다. 다날은 주로 결제 시스템을 제공하여 소비자와 상점 간의 편리한 거래를 지원하고 있으며, 이루온은 다양한 핀테크 서비스로 인한 파급효과를 통해 시장 점유율을 증가시키고 있다. 갤럭시아머니트리는 디지털 값어치 전환의 중요성 속에서 새로운 서비스를 출시하여 주목받고 있다.

• 이들 종목의 수급 동력은 강력하다. 최근 삼성페이를 통한 결제 서비스의 확대와 함께, 이들 간편 결제 솔루션에 대한 수요 증가가 뚜렷해졌다. 예를 들어, 다날은 삼성페이와의 제휴를 통해 거래량이 20% 증가하였으며, 이는 사용자 편의성을 증대시키기 위한 정책을 성공적으로 수행한 결과이다. 갤럭시아머니트리 또한 다양한 모바일 소액 결제를 안전하게 처리하며, 사용자층을 골고루 확보함으로써 안정적인 수급 기반을 마련하고 있다.

• 7-3. 투자 포인트(스테이블코인 도입, 모바일 결제 생태계 진화)

• 미래의 모바일 결제 생태계는 스테이블코인의 도입으로 더욱 다양화될 전망이다. 스테이블코인은 암호화폐의 변동성 문제를 해결하여 소비자와 상인의 신뢰를 얻는 데 중요한 역할을 할 것이다. 삼성페이가 이러한 흐름에 발맞추어 스테이블코인 결제를 도입할 경우, 기존 결제 시스템에서의 강점을 더욱 강화할 수 있을 것으로 보인다.

• 또한, 2025년 현재 삼성페이는 여러 금융 기관과 손잡고 모바일 결제 생태계를 지속적으로 확장하고 있다. 금융 규제 환경이 변화하며, 사용자들의 디지털 금융 서비스 사용이 늘어나는 가운데, 삼성페이의 유연한 대응이 결제 플랫폼으로서의 시장 점유율을 더욱 상승시킬 것으로 전망된다. 이러한 변화는 사용자에게 더 많은 선택권을 제공하며, 결국 이들이 선호하는 결제 방식에 대한 시장의 반응을 변화시킬 것이다.

• 결론적으로, 삼성페이는 단순한 결제 방식 이상의 포괄적인 생태계로 자리매김할 것임을 촉진하고 있으며, 이러한 흐름에 따라 투자자들은 향후의 추세를 주의 깊게 살펴볼 필요가 있다. 스마트폰과 모바일 결제가 중심이 되는 디지털 시대, 삼성페이는 새로운 가능성을 열어주는 지침이 될 것이다.

8. Conclusion

• In summary, the analysis presented in this report illustrates the intricate interplay of current investment themes and emerging market dynamics. The revealed trends in tokenized securities, exemplified by rising private equity investments, signal a transformative shift in capital markets. The growth trajectory of players such as Market Kurly demonstrates the influence of modern consumer preferences, suggesting that online convenience may redefine the grocery sector. Additionally, the implications of Japan's export regulations on South Korean industries highlight the critical need for resilience and independence in supply chains.

• The maritime industry's response to environmental regulations not only aligns with global sustainability goals but also offers unique investment prospects. Companies focusing on ballast water treatment systems represent a pivotal area for capital allocation as they adhere to stricter compliance requirements. Meanwhile, the ongoing evolution of digital payment systems underscores the shifting financial landscape, with Samsung Pay poised to capitalize on increasing mobile payment adoption.

• Looking ahead, investors should be vigilant in monitoring regulatory changes, technological advancements, and broader consumer trends as they navigate this multifaceted environment. The insights uncovered within these five themes illuminate a path for investors to harness significant opportunities amid disruption, emphasizing the necessity of strategic foresight in today's rapidly changing markets.

Glossary

• STO (Security Token Offering): A new method for raising funds that involves selling tokenized versions of securities, which use blockchain technology to enhance liquidity and market access.

• Tokenized Securities: Digital representations of traditional financial instruments, such as stocks and bonds, that are recorded on a blockchain, facilitating easier and faster transactions.

• Digital Assets: Assets that exist in a digital format, including cryptocurrencies and tokenized securities, which are often utilized in modern finance.

• Ballast Water Treatment Systems (BWTS): Technological solutions implemented on ships to treat ballast water in compliance with environmental regulations, helping to prevent the transfer of invasive species.

• Pension Funds: Investment pools that manage retirement savings for individuals, typically investing in diversified assets including stocks, bonds, and real estate.

• Fintech: A broad term encompassing technology-driven financial services and solutions, including mobile payments, online banking, and cryptocurrency exchanges.

• Mobile Payments: Digital payment solutions that allow consumers to conduct financial transactions using their mobile devices, such as smartphones or tablets.

• Supply Chain: The entire system that entails the production, processing, and distribution of products from suppliers to end-users, increasingly focusing on sustainability and local sourcing.

• Regulatory Framework: Rules and guidelines established by government entities that govern the operation of financial markets, often evolving in response to technological advancements.

• Consumer Behavior: The patterns and preferences that influence how consumers make purchasing decisions, significantly impacted by convenience and digital engagement in recent years.

• Logistics Optimization: The process of enhancing supply chain operations to improve efficiency, reduce costs, and ensure timely delivery of goods, particularly relevant in online grocery models.

• Innovation in Product Offerings: The development and introduction of new or improved products and services, which are essential for businesses to remain competitive in fast-evolving markets.

Source Documents

• 오후장 테마동향 - 매경증권https://stock.mk.co.kr/news/view/766357
• 2025년 03월 29일 상승 테마별 주도주 분석 리포트 - 찐시황 - 찐 주식시장 읽어주는 사람https://hwang.lawthinks.com/2025/03/2025-03-29_92.html