Collection Investment Study 2026.07.01

A Collection of Basic Content for Beginner Investors to Refer to When Reading Commodity, Steel, and Battery News

Introductory materials for those who want to understand industry issues like POSCO Holdings before looking at charts.

#Batteries #Raw Materials #Steel #Investment Study #Industry Analysis

Industrial stock news can be filled with unfamiliar terms at first. Words like iron ore, raw coal, lithium, nickel, battery materials, supply chains, CAPEX, and industry cycles often come up all at once. Focusing only on short-term stock prices can make news seem exaggerated or, conversely, lead to missing out on significant changes. This list compiles basic content and information sources that help beginner investors understand the industrial structure when reading commodity, steel, and battery news.

DART Electronic Disclosure System

Electronic Disclosure System DART

The official electronic disclosure system operated by the Financial Supervisory Service. You can check the original documents submitted by companies, such as business reports, quarterly reports, and important matters reports.

확인 포인트 사업보고서, 분기보고서, 주요사항보고서 분류 기업 공시 활용 상황 공식 원문 확인 추천 활용 사업 구조와 리스크 확인

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Hankyung Consensus

A research data service where you can search for brokerage reports and consensus data.

주요 기능 리포트 검색, 컨센서스, 산업 자료 분류 증권사 리포트 추천 상황 기업·산업 리포트 탐색 추천 활용 업종 리포트 읽기

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Korea Mineral Resources Information Service KOMIS

Korea Mineral Resources Information Service (KOMIS)

KOMIS is a service that provides information on mineral resource prices and supply and demand. It can be referenced when looking at the flow of battery raw materials like lithium, nickel, and cobalt. In the secondary battery materials business, confirming raw material data is essential due to the importance of raw material prices and long-term contract structures.

분류 원자재 정보 추천 활용 광물 가격 흐름 확인

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Korea Iron and Steel Association

Korea Iron & Steel Association

The Korea Iron & Steel Association is an organization where you can check domestic steel industry data, statistics, and trends. Understanding steel production, demand, and import/export flows broadens the context for observing company performance. It's useful to consider POSCO Holdings within the context of the steel industry cycle rather than as a standalone stock.

분류 철강 산업 자료 추천 활용 국내 철강 업황 이해

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World Steel Association

The World Steel Association is an international steel organization that provides information on global steel production and demand, as well as regional trends. Korean companies' steel businesses are connected to demand in China, the United States, and Europe, so it's beneficial to look at global indicators alongside domestic materials. It serves as a good source for cross-checking when looking at long-term trends.

분류 글로벌 철강 자료 추천 활용 세계 철강 수요 확인

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Trading Economics Commodities

Trading Economics is a service that allows you to quickly check raw material prices and economic indicators. It helps you grasp market sentiment at a glance by providing indicators like iron ore, copper, energy, and exchange rates. It's more suited for quickly understanding the current situation than for in-depth analysis.

분류 원자재·경제지표 추천 활용 가격 흐름 빠른 확인

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Ministry of Trade, Industry and Energy Press Releases

Ministry of Trade, Industry, and Energy Press Releases

The press releases from the Ministry of Trade, Industry, and Energy are an official source to check policies regarding steel, batteries, critical minerals, and supply chains. Government policies can impact industrial investment and supply stability, so it is essential to consider these alongside issues related to relevant companies. It's useful when checking policies related to securing critical minerals or supporting the battery industry.

분류 산업 정책 추천 활용 정부 정책 변화 확인

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Korea International Trade Association KITA.net

Korea International Trade Association (KITA.net)

The Korea International Trade Association is an institution where you can check import and export trends and trade statistics. Trade flow is vital for industries like steel and battery materials, which have a significant export share. By analyzing demand and import/export statistics by country, you can gain a more comprehensive view of industrial news.

분류 무역 통계 추천 활용 수출입 흐름 확인

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SamproTV Economic God With Us

Sampyo TV with the God of Economy

Sampyo TV is a channel that discusses economic, industrial, and investment issues through interviews and explanations. It’s great for beginner investors seeking to understand complex industrial issues in a digestible way. However, since the broadcast content also reflects opinions, it's essential to develop the habit of verifying against official materials.

분류 경제 유튜브 추천 활용 산업 이슈 해설 듣기

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Uptown Money Letter

Aperty Money Letter

Aperty provides content that explains economic news in relatively simple terms. It's helpful for beginners who find industrial stocks and raw material news challenging to grasp by introducing basic terms and concepts. It's a good starting point for developing the habit of reading economic news before diving into deeper analyses.

분류 경제 뉴스레터 추천 활용 쉬운 경제 뉴스 입문

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Studying industries is more effective when you gradually examine the company's revenue structure, raw material prices, demand industries, and policy variables rather than trying to memorize all indicators at once. Start with official disclosures and easy-to-understand explanatory content, and as you get more comfortable, you can expand to include raw material prices and brokerage reports. Investment decisions should always prioritize your own standards and risk management.

한눈에 보기 10개

DART Electronic Disclosure System

사업보고서, 분기보고서, 주요사항보고서 · 기업 공시 · 공식 원문 확인 · 사업 구조와 리스크 확인

Hankyung Consensus

리포트 검색, 컨센서스, 산업 자료 · 증권사 리포트 · 기업·산업 리포트 탐색 · 업종 리포트 읽기

Korea Mineral Resources Information Service KOMIS

원자재 정보 · 광물 가격 흐름 확인

Korea Iron and Steel Association

철강 산업 자료 · 국내 철강 업황 이해

World Steel Association

글로벌 철강 자료 · 세계 철강 수요 확인

Trading Economics Commodities