OCI홀딩스, '우주 프리미엄' 올라탄 주가…밸류 재평가

OCI Holdings is transforming from a traditional materials supplier into a critical player in the space and AI infrastructure sectors through potential cooperation with SpaceX. This shift highlights how established industrial materials like polysilicon are gaining new value as essential components for space-based energy solutions and next-generation data centers. Furthermore, U.S. trade regulations are creating a structural advantage for non-Chinese suppliers, signaling a significant re-evaluation of global supply chain leaders.