전장파워트레인

전기모터/인버터/감속기
HL만도 -2.67 -2.09 -1.5 -12.28 -25.59
HL만도 -2.67 -2.09 -1.5 -12.28 -25.59
LG이노텍 -2.83 2.5 3.58 6.35 -9.24
LG전자 -3.15 2.22 4.24 4.53 -6.46
LS ELECTRIC -3.86 6.41 20.56 42.04 24.58
PI첨단소재 4.31 5.93 7.91 14.99 1.04
SNT모티브 1.46 1.29 8.87 14.44 24.95
계양전기 -0.21 0.34 2.97 -2.74 -5.21
뉴인텍 INF INF INF INF INF
대성파인텍 -5.1 -5.95 -7.04 18.12 29.08
디아이씨 -1.36 -1.87 2.28 3.51 1.72
명화공업
삼보모터스 -2.42 0.24 3.42 3.67 0.95
삼화콘덴서 -5.46 -2.44 6.79 5.7 -9.11
서진오토모티브 -2.73 -8.84 4.98 19.65 25.2
우수AMS -2.06 12.48 13.02 14.84 18.47
유니온머터리얼 -3.26 -4.02 -8.7 -17.59 -30.2
이지트로닉스 -3.16 -1.71 -4.17 -9.63 -12.88
포스코인터내셔널 0.81 -1.19 2.69 1.84 -4.24
한국단자 -1.66 0.31 8.67 0 -9.7
현대모비스 0.7 0.35 16.43 11.89 16.9
충전기/OBC
LS ELECTRIC -3.86 6.41 20.56 42.04 24.58
SK시그넷
모트렉스이브이
솔루엠 1.79 4.61 5.16 -2.39 -9.81
엠씨넥스 -3.04 0.37 -0.55 11.29 16.81
원익피앤이 -1.89 25.46 25 58.08 30.81
피에스텍 -2.98 -0.7 4.44 8.04 8.73
효성 6.12 16.13 18.11 45.06 62
배터리/BMS/FPCB
LG에너지솔루션 -1.16 1.02 4.39 -7.33 -15.63
PI첨단소재 4.31 5.93 7.91 14.99 1.04
SK온
뉴프렉스 -4.51 -3.77 -2.69 -5.45 -12.68
두산전자
비에이치 -1.49 1.04 5.26 1.12 -16.11
삼기이브이 -1.11 -0.23 -2.41 3.03 0.35
삼성SDI -2.26 2.07 0 -0.46 -22.86
성우하이텍 -1.87 -0.52 5.29 4.72 14.03
알루코 -3.81 -3.61 1.11 7.33 2.71
이브이첨단소재 -6.08 -4.78 -10.51 -12.54 -38.71
전기모터/인버터/감속기
ND HL만도 (204320) : 모터, 회생제동 시스템(운동에너지->전기에너지,브레아크 페달링 시 모터가 엔진->발전기 기능)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.67 -2.09 -1.5 -12.28 -25.59 21073 21474 21717 24217 22710 7.8% -6.2% 756 3.6% 896 4.2% 825 3.8% 1110 4.6% 792 3.5% 4.8% -28.6% 15,425억
ND HL만도 (204320) : 회생제동 시스템
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.67 -2.09 -1.5 -12.28 -25.59 21073 21474 21717 24217 22710 7.8% -6.2% 756 3.6% 896 4.2% 825 3.8% 1110 4.6% 792 3.5% 4.8% -28.6% 15,425억
ND LG이노텍 (011070) : 현가, 조향모터, 인터버, BMS
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.83 2.5 3.58 6.35 -9.24 43336 45553 56851 66286 49828 15% -24.8% 1760 4.1% 1517 3.3% 1304 2.3% 2479 3.7% 1251 2.5% -28.9% -49.5% 34,885억
ND LG전자 (066570) : 모더,인터버
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-3.15 2.22 4.24 4.53 -6.46 210959 216943 221763 227615 227398 7.8% -0.1% 13354 6.3% 11961 5.5% 7518 3.4% 1353 0.6% 12590 5.5% -5.7% 830.5% 120,772억
ND LS ELECTRIC (010120) : EV-Relay, PCU(Power Control Unit)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-3.86 6.41 20.56 42.04 24.58 10386 11324 10212 13596 10321 -0.6% -24.1% 937 9% 1096 9.7% 665 6.5% 1199 8.8% 873 8.5% -6.8% -27.2% 89,700억
ND PI첨단소재 (178920) : PI바니쉬(전기모터 권선 코일)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
4.31 5.93 7.91 14.99 1.04 518 737 707 551 641 23.7% 16.3% 24 4.6% 177 24% 121 17.1% 24 4.4% 89 13.9% 270.8% 270.8% 5,406억
ND SNT모티브 (064960) : 구동모터 부품, HSG(시동/발전)모터 등
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
1.46 1.29 8.87 14.44 24.95 2220 2403 2208 2857 2262 1.9% -20.8% 220 9.9% 251 10.4% 220 10% 290 10.2% 230 10.2% 4.5% -20.7% 4,577억
ND 계양전기 (012200) : ISG모터(Idle, Start & Go), HSG(Hybrid Starting & Generating)모터
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-0.21 0.34 2.97 -2.74 -5.21 980 977 887 847 938 -4.3% 10.7% -23 0% -7 0% -42 0% -80 0% -27 0% 적자 적자 396억
ND 뉴인텍 (012340) : 인버터용 콘덴서
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
INF INF INF INF INF 196 216 -9 0% -7 0%  0% 248억
ND 대성파인텍 (104040) : 금형 및 프레스 가공 전문업체(LG그룹 전장 부품 금형 공급)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-5.1 -5.95 -7.04 18.12 29.08 80 94 90 102 80 0% -21.6% 1.3% 1.1% -1 0% 5.9% -4 0% 적전 적전 374억
ND 디아이씨 (092200) : 감속기 생산, 인휠모터 개발
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-1.36 -1.87 2.28 3.51 1.72 1738 1932 1672 1848 1931 11.1% 4.5% 48 2.8% 77 4% 30 1.8% 62 3.4% 83 4.3% 72.9% 33.9% 1,835억
비상장명화공업 : 전장용 오일, 워터펌프 등 -> 엠씨넥스 모듈 조립
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
ND 삼보모터스 (053700) : 전기차용 감속기
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.42 0.24 3.42 3.67 0.95 3704 4165 3905 3931 4121 11.3% 4.8% 200 5.4% 265 6.4% 213 5.5% -136 0% 233 5.7% 16.5% 흑전 968억
ND 삼화콘덴서 (001820) : 인버터용 콘덴서
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-5.46 -2.44 6.79 5.7 -9.11 736 765 749 704 724 -1.6% 2.8% 71 9.6% 76 9.9% 48 6.4% -19 0% 48 6.6% -32.4% 흑전 2,697억
ND 서진오토모티브 (122690) : 구동품생산, 전기차용 감속기 개발
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.73 -8.84 4.98 19.65 25.2 6458 6457 6371 6605 6911 7% 4.6% 212 3.3% 209 3.2% 63 1% -119 0% 222 3.2% 4.7% 흑전 506억
ND 우수AMS (066590) : 감속기 부품 생산
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.06 12.48 13.02 14.84 18.47 879 898 877 887 881 0.2% -0.7% 26 3% 27 3% 0.9% 28 3.2% 0.8% -73.1% -75% 1,391억
ND 유니온머터리얼 (047400) : 모터용 자석(페라이트 마그넷)과 절삭공구용 세라믹 제품
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-3.26 -4.02 -8.7 -17.59 -30.2 282 294 255 251 275 -2.5% 9.6% -48 0% 1.4% -30 0% -91 0% 13 4.7% 흑전 흑전 661억
ND 이지트로닉스 (377330) : 전력변환부품 생산(인버터, 컨버터)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-3.16 -1.71 -4.17 -9.63 -12.88 108 54 58 144 42 -61.1% -70.8% -9 0% -22 0% 8.6% -14 0% 11 26.2% 흑전 흑전 374억
ND 포스코인터내셔널 (047050) : Stator(고정자), Rotor(회전자) 용 Shaft(축) 제조
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
0.81 -1.19 2.69 1.84 -4.24 77605 82823 83558 79421 81537 5.1% 2.7% 2654 3.4% 3497 4.2% 3572 4.3% 1446 1.8% 2702 3.3% 1.8% 86.9% 87,433억
ND 한국단자 (025540) : 자동차용 커넥터
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-1.66 0.31 8.67 0 -9.7 3521 3914 3779 3882 3575 11.5% 6.9% 347 9.9% 568 14.5% 485 12.8% 313 8.1% 286 8% 77% 39.4% 6,790억
ND 현대모비스 (012330) : 모터,인버터,감속기,EPCU(Electric Power Control Unit), LDC(DC-DC Converter),VCU
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
0.7 0.35 16.43 11.89 16.9 138692 146553 140018 147107 147520 6.4% 0.3% 5427 3.9% 6361 4.3% 9086 6.5% 9861 6.7% 7767 5.3% 43.1% -21.2% 266,895억
충전기/OBC
ND LS ELECTRIC (010120) : EV, ESS용 충전기
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-3.86 6.41 20.56 42.04 24.58 10386 11324 10212 13596 10321 -0.6% -24.1% 937 9% 1096 9.7% 665 6.5% 1199 8.8% 873 8.5% -6.8% -27.2% 89,700억
비상장SK시그넷 : EV충전기
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
비상장모트렉스이브이 : 충전기모듈
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
ND 솔루엠 (248070) : 전기차 충전기용 파워모듈
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
1.79 4.61 5.16 -2.39 -9.81 3848 3939 4722 3435 3973 3.2% 15.7% 202 5.2% 205 5.2% 269 5.7% 10 0.3% 114 2.9% -43.6% 1040% 7,950억
ND 엠씨넥스 (097520) : OBC(On Board Charger)모듈 사업 진출(예정)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-3.04 0.37 -0.55 11.29 16.81 2878 2257 2451 2983 3479 14.7% 13.8% 152 5.3% 76 3.4% 31 1.3% 184 6.2% 209 6% 442.9% 108.2% 4,871억
ND 원익피앤이 (217820) : 충전기용 관련 장비
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-1.89 25.46 25 58.08 30.81 731 234 263 1719 1547 310.7% -67.9% -232 0% -179 0% -161 0% 87 5.1% 90 5.8% 적자 적전 1,601억
ND 피에스텍 (002230) : 충전기용 전력 계측기
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.98 -0.7 4.44 8.04 8.73 171 233 180 218 257 50.3% 17.9% 2.9% 17 7.3% 10 5.6% 0.9% 17 6.6% 240% 750% 820억
ND 효성 (004800) : 충전시스템 구축
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
6.12 16.13 18.11 45.06 62 8368 5643 5777 7101 5539 -33.8% -22% 255 3% 382 6.8% 474 8.2% 1295 18.2% 818 14.8% 220.8% -36.8% 12,772억
배터리/BMS/FPCB
ND LG에너지솔루션 (373220) : 배터리셀,모듈,팩
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-1.16 1.02 4.39 -7.33 -15.63 61287 61618 68778 64512 62649 2.2% -2.9% 1573 2.6% 1953 3.2% 4482 6.5% -2255 0% 3746 6% 138.1% 흑전 69조
ND PI첨단소재 (178920) : PI(폴리이미드):배터리 절연용 소재 -> 높은 내열성, 내구성으로 전잔용 FPCB의 필수 재료로 사용
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
4.31 5.93 7.91 14.99 1.04 518 737 707 551 641 23.7% 16.3% 24 4.6% 177 24% 121 17.1% 24 4.4% 89 13.9% 270.8% 270.8% 5,406억
비상장SK온 : 배터리셀,모듈,팩
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
ND 뉴프렉스 (085670) : EV BMS 케이블(FPCB)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-4.51 -3.77 -2.69 -5.45 -12.68 509 415 452 383 366 -28.1% -4.4% 48 9.4% 40 9.6% 39 8.6% 18 4.7% 1.6% -87.5% -66.7% 1,061억
비상장두산전자 : EV BMS 케이블(FPCB)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
ND 비에이치 (090460) : EV BMS 케이블(FPCB)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-1.49 1.04 5.26 1.12 -16.11 2989 4685 4992 4878 3324 11.2% -31.9% 84 2.8% 313 6.7% 526 10.5% -53 0% -254 0% 적전 적자 4,342억
ND 삼기이브이 (419050) : EV용 이차전지 부품 사업(엔드플레이트, 이차전지 모듈 팩)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-1.11 -0.23 -2.41 3.03 0.35 194 192 295 305 295 52.1% -3.3% -15 0% -36 0% -5 0% -6 0% 21 7.1% 흑전 흑전 972억
ND 삼성SDI (006400) : 배터리셀,모듈,팩
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.26 2.07 0 -0.46 -22.86 51309 44501 39356 37545 31768 -38.1% -15.4% 2674 5.2% 2802 6.3% 1299 3.3% -2567 0% -4340 0% 적전 적자 11조
ND 성우하이텍 (015750) : 배터리 팩(케이스, 모듈, 시스템)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-1.87 -0.52 5.29 4.72 14.03 10307 11144 10553 10443 10489 1.8% 0.4% 429 4.2% 381 3.4% 439 4.2% 807 7.7% 582 5.5% 35.7% -27.9% 4,616억
ND 알루코 (001780) : EV 배터리 케이스(경량화 부품/소재)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-3.81 -3.61 1.11 7.33 2.71 1498 1746 1565 1418 1688 12.7% 19% 143 9.5% 107 6.1% 104 6.6% 25 1.8% 161 9.5% 12.6% 544% 2,198억
ND 이브이첨단소재 (131400) : 가전, EV BMS 케이블(FPCB)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-6.08 -4.78 -10.51 -12.54 -38.71 180 239 228 170 193 7.2% 13.5% 5% 34 14.2% 14 6.1% -34 0% 4.1% -11.1% 흑전 735억