전장파워트레인

전기모터/인버터/감속기
HL만도 INF INF INF INF 17.59
HL만도 INF INF INF INF 17.59
LG이노텍 INF INF INF INF 146.75
LG전자 INF INF INF INF 100.37
LS ELECTRIC INF INF INF INF -67.29
PI첨단소재 INF INF INF INF 22.35
SNT모티브 INF INF INF INF -3.64
계양전기 INF INF INF INF 11.11
뉴인텍 INF INF INF INF INF
대성파인텍 INF INF INF INF 3.14
디아이씨 INF INF INF INF -17.86
명화공업
삼보모터스 INF INF INF INF -8.46
삼화콘덴서 INF INF INF INF 15.31
서진오토모티브 INF INF INF INF -17.43
우수AMS INF INF INF INF -9.69
유니온머터리얼 INF INF INF INF 4.43
이지트로닉스 INF INF INF INF INF
포스코인터내셔널 INF INF INF INF -5.44
한국단자 INF INF INF INF 7.81
현대모비스 INF INF INF INF 43.47
충전기/OBC
LS ELECTRIC INF INF INF INF -67.29
SK시그넷
모트렉스이브이
솔루엠 INF INF INF INF 23.58
엠씨넥스 INF INF INF INF 3.26
원익피앤이 INF INF INF INF 1.33
피에스텍 INF INF INF INF -14.72
효성 INF INF INF INF 62.16
배터리/BMS/FPCB
LG에너지솔루션 INF INF INF INF -0.49
PI첨단소재 INF INF INF INF 22.35
SK온
뉴프렉스 INF INF INF INF 4.34
두산전자
비에이치 INF INF INF INF 54.42
삼기이브이 INF INF INF INF 8.78
삼성SDI INF INF INF INF 48.61
성우하이텍 INF INF INF INF -5.92
알루코 INF INF INF INF 19.81
이브이첨단소재 INF INF INF INF 6.87
전기모터/인버터/감속기
ND HL만도 (204320) : 모터, 회생제동 시스템(운동에너지->전기에너지,브레아크 페달링 시 모터가 엔진->발전기 기능)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 17.59 24217 22710 24009 23213 24616 1.6% 6% 1110 4.6% 792 3.5% 1041 4.3% 942 4.1% 796 3.2% -28.3% -15.5% 27,469억
ND HL만도 (204320) : 회생제동 시스템
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 17.59 24217 22710 24009 23213 24616 1.6% 6% 1110 4.6% 792 3.5% 1041 4.3% 942 4.1% 796 3.2% -28.3% -15.5% 27,469억
ND LG이노텍 (011070) : 현가, 조향모터, 인터버, BMS
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 146.75 66286 49828 39345 53694 76098 14.8% 41.7% 2479 3.7% 1251 2.5% 113 0.3% 2037 3.8% 3248 4.3% 31% 59.5% 179,870억
ND LG전자 (066570) : 모더,인터버
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 100.37 227615 227398 207351 218738 238521 4.8% 9% 1353 0.6% 12590 5.5% 6394 3.1% 6889 3.1% -1091 0% 적전 적전 355,115억
ND LS ELECTRIC (010120) : EV-Relay, PCU(Power Control Unit)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -67.29 13596 10321 11930 12163 15244 12.1% 25.3% 1199 8.8% 873 8.5% 1086 9.1% 1008 8.3% 1297 8.5% 8.2% 28.7% 76,050억
ND PI첨단소재 (178920) : PI바니쉬(전기모터 권선 코일)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 22.35 551 641 725 684 584 6% -14.6% 24 4.4% 89 13.9% 162 22.3% 116 17% 66 11.3% 175% -43.1% 7,958억
ND SNT모티브 (064960) : 구동모터 부품, HSG(시동/발전)모터 등
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -3.64 2857 2262 2575 2311 2915 2% 26.1% 290 10.2% 230 10.2% 266 10.3% 220 9.5% 309 10.6% 6.6% 40.5% 8,439억
ND 계양전기 (012200) : ISG모터(Idle, Start & Go), HSG(Hybrid Starting & Generating)모터
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 11.11 847 938 1021 1023 913 7.8% -10.8% -80 0% -27 0% -85 0% -10 0% -149 0% 적자 적자 1,769억
ND 뉴인텍 (012340) : 인버터용 콘덴서
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF INF 248억
ND 대성파인텍 (104040) : 금형 및 프레스 가공 전문업체(LG그룹 전장 부품 금형 공급)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 3.14 102 80 79 85 40 -60.8% -52.9% 5.9% -4 0% -3 0% -13 0% -59 0% 적전 적자 925억
ND 디아이씨 (092200) : 감속기 생산, 인휠모터 개발
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -17.86 1848 1931 2065 1888 1688 -8.7% -10.6% 62 3.4% 83 4.3% 82 4% 47 2.5% 44 2.6% -29% -6.4% 2,683억
비상장명화공업 : 전장용 오일, 워터펌프 등 -> 엠씨넥스 모듈 조립
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
ND 삼보모터스 (053700) : 전기차용 감속기
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -8.46 3931 4121 4300 4194 4229 7.6% 0.8% -136 0% 233 5.7% 194 4.5% 54 1.3% 136 3.2% 흑전 151.9% 1,364억
ND 삼화콘덴서 (001820) : 인버터용 콘덴서
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 15.31 704 724 788 725 697 -1% -3.9% -19 0% 48 6.6% 55 7% 27 3.7% -3 0% 적자 적전 6,496억
ND 서진오토모티브 (122690) : 구동품생산, 전기차용 감속기 개발
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -17.43 6605 6911 8100 7076 7330 11% 3.6% -119 0% 222 3.2% 174 2.1% 43 0.6% -173 0% 적자 적전 481억
ND 우수AMS (066590) : 감속기 부품 생산
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -9.69 887 881 935 944 925 4.3% -2% 28 3.2% 0.8% 0.9% 0.5% -16 0% 적전 적전 955억
ND 유니온머터리얼 (047400) : 모터용 자석(페라이트 마그넷)과 절삭공구용 세라믹 제품
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 4.43 251 275 265 242 237 -5.6% -2.1% -91 0% 13 4.7% 2.6% -3 0% 36 15.2% 흑전 흑전 721억
ND 이지트로닉스 (377330) : 전력변환부품 생산(인버터, 컨버터)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF INF 144 42 12 32 -14 0% 11 26.2% -142 0% -31 0% 288억
ND 포스코인터내셔널 (047050) : Stator(고정자), Rotor(회전자) 용 Shaft(축) 제조
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -5.44 79421 81537 81441 82483 78275 -1.4% -5.1% 1446 1.8% 2702 3.3% 3137 3.9% 3159 3.8% 2655 3.4% 83.6% -16% 125,432억
ND 한국단자 (025540) : 자동차용 커넥터
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 7.81 3882 3575 3803 3680 3370 17.8% 2.7% 313 8.1% 286 8% 368 9.7% 405 11% 332 9.9% 25.7% -35.5% 8,233억
ND 현대모비스 (012330) : 모터,인버터,감속기,EPCU(Electric Power Control Unit), LDC(DC-DC Converter),VCU
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 43.47 147107 147520 159362 150319 153979 4.7% 2.4% 9861 6.7% 7767 5.3% 8700 5.5% 7803 5.2% 9305 6% -5.6% 19.2% 518,083억
충전기/OBC
ND LS ELECTRIC (010120) : EV, ESS용 충전기
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -67.29 13596 10321 11930 12163 15244 12.1% 25.3% 1199 8.8% 873 8.5% 1086 9.1% 1008 8.3% 1297 8.5% 8.2% 28.7% 76,050억
비상장SK시그넷 : EV충전기
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
비상장모트렉스이브이 : 충전기모듈
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
ND 솔루엠 (248070) : 전기차 충전기용 파워모듈
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 23.58 3435 3973 4025 4726 4276 24.5% -9.5% 10 0.3% 114 2.9% 122 3% 148 3.1% 79 1.8% 690% -46.6% 10,351억
ND 엠씨넥스 (097520) : OBC(On Board Charger)모듈 사업 진출(예정)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 3.26 2983 3479 3264 3035 3014 18% 21.7% 184 6.2% 209 6% 162 5% 67 2.2% 82 2.7% 152.1% 493.5% 3,991억
ND 원익피앤이 (217820) : 충전기용 관련 장비
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 1.33 1719 1547 667 952 739 -24.5% 553.6% 87 5.1% 90 5.8% -17 0% 39 4.1% -99 0% -66.5% 흑전 1,447억
ND 피에스텍 (002230) : 충전기용 전력 계측기
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -14.72 218 257 299 227 187 -14.2% -17.6% 0.9% 17 6.6% 16 5.4% 2.6% 12 6.4% 500% 100% 1,570억
ND 효성 (004800) : 충전시스템 구축
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 62.16 7101 5539 6019 6122 6637 -6.5% 8.4% 1295 18.2% 818 14.8% 991 16.5% 1219 19.9% 902 13.6% -30.3% -26% 36,159억
배터리/BMS/FPCB
ND LG에너지솔루션 (373220) : 배터리셀,모듈,팩
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -0.49 64512 62649 55654 56999 61414 -4.8% 7.7% -2255 0% 3746 6% 4921 8.8% 6013 10.5% -1221 0% 적자 적전 95조
ND PI첨단소재 (178920) : PI(폴리이미드):배터리 절연용 소재 -> 높은 내열성, 내구성으로 전잔용 FPCB의 필수 재료로 사용
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 22.35 551 641 725 684 584 6% -14.6% 24 4.4% 89 13.9% 162 22.3% 116 17% 66 11.3% 175% -43.1% 7,958억
비상장SK온 : 배터리셀,모듈,팩
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
ND 뉴프렉스 (085670) : EV BMS 케이블(FPCB)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 4.34 383 366 399 380 395 3.1% 3.9% 18 4.7% 1.6% 32 8% 21 5.5% 32 8.1% 77.8% 52.4% 1,352억
비상장두산전자 : EV BMS 케이블(FPCB)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
ND 비에이치 (090460) : EV BMS 케이블(FPCB)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 54.42 4878 3324 3897 5625 5080 4.1% -9.7% -53 0% -254 0% 160 4.1% 345 6.1% 288 5.7% 흑전 -16.5% 10,905억
ND 삼기이브이 (419050) : EV용 이차전지 부품 사업(엔드플레이트, 이차전지 모듈 팩)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 8.78 305 295 358 392 397 30.2% 1.3% -6 0% 21 7.1% 35 9.8% 29 7.4% -32 0% 적자 적전 956억
ND 삼성SDI (006400) : 배터리셀,모듈,팩
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 48.61 37545 31768 31794 30518 38587 2.8% 26.4% -2567 0% -4340 0% -3978 0% -5913 0% -2992 0% 적자 적자 49조
ND 성우하이텍 (015750) : 배터리 팩(케이스, 모듈, 시스템)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF -5.92 10443 10489 11539 11851 9947 -4.7% -16.1% 807 7.7% 582 5.5% 653 5.7% 634 5.3% 556 5.6% -31.1% -12.3% 6,488억
ND 알루코 (001780) : EV 배터리 케이스(경량화 부품/소재)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 19.81 1418 1688 1653 1234 1180 -16.8% -4.4% 25 1.8% 161 9.5% 115 7% 25 2% 47 4% 88% 88% 2,488억
ND 이브이첨단소재 (131400) : 가전, EV BMS 케이블(FPCB)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 6.87 170 193 145 138 113 -33.5% -18.1% -34 0% 4.1% -2 0% -20 0% -16 0% 적자 적자 936억