해외시장 동반 진출 자동차 부품사

반도체 전공정 밸류체인 반도체 후공정 밸류체인 반도체강소기업 반도체공정 변화에 따른 업체 분류 반도체 인프라/부대장비 삼성전자 NAND투자 수혜 PCB 전장파워트레인 자동차 샤시/바디/경량화 ADAS/차량용반도체/MLCC 해외시장 동반 진출 자동차 부품사 AMR/스마트팩토리 자율주행 관련 업체 로봇관련주 사이버보안 실리콘음극재/CNT도전재 2차전지 장비주 ESS 관련주 우주항공 밸류체인 수소산업 밸류체인 원전(SMR) 밸류체인 조선기자재 관심
HL만도 -4.76 2.5 3.61 5.01 18.46
서연이화 -3.57 -3.64 6.72 1.44 -12.22
성우하이텍 -3.06 -4.34 -1.36 -8.48 -25.55
세종공업 -1.88 -3.68 -3.8 -6.88 -20.06
에스엘 -2.17 -0.79 0.8 0.48 -9.08
엔브이에이치코리아 -0.66 -2.16 -10.5 -3.62 -12.06
코리아에프티 -3.61 0.2 10.4 -6.36 -23.25
피에이치에이 -2.93 -1.59 -0.6 4.53 -2.36
한온시스템 -4.1 -3.11 -0.12 0.24 0.72
현대모비스 -0.2 -2.14 3.7 2.23 11.01
현대위아 -1.75 -2.72 0.38 -7.4 -25.52
화신 -2.02 -3.2 2.98 -4.35 -21.51
현대차/기아 해외시장 동반 진출 부품사
ND HL만도 (204320)
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-4.76 2.5 3.61 5.01 18.46 21191 21904 21073 21474 21717 2.5% 1.1% 815 3.8% 506 2.3% 756 3.6% 896 4.2% 825 3.8% 1.2% -7.9% 20,191억
ND 서연이화 (200880)
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-3.57 -3.64 6.72 1.44 -12.22 9195 9734 9378 10290 10052 30% 2.1% 576 6.3% 459 4.7% 443 4.7% 498 4.8% 560 5.6% 59.1% 60% 3,435억
ND 성우하이텍 (015750)
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-3.06 -4.34 -1.36 -8.48 -25.55 10165 11831 10307 11144 10553 3.8% -5.3% 491 4.8% 1103 9.3% 429 4.2% 381 3.4% 439 4.2% -10.6% 15.2% 4,056억
ND 세종공업 (033530)
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-1.88 -3.68 -3.8 -6.88 -20.06 4303 4156 4648 4609 4398 2.2% -4.6% 96 2.2% 111 2.7% 157 3.4% 240 5.2% 138 3.1% 43.8% -42.5% 1,091억
ND 에스엘 (005850)
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-2.17 -0.79 0.8 0.48 -9.08 11828 11908 12458 12984 11917 10.4% -5.7% 827 7% 653 5.5% 1388 11.1% 1478 11.4% 677 5.7% 70.5% -38.2% 14,654억
ND 엔브이에이치코리아 (067570)
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-0.66 -2.16 -10.5 -3.62 -12.06 3320 3830 3486 4172 4082 5.4% -4% 108 3.3% 222 5.8% 102 2.9% 310 7.4% 222 5.4% -26.5% -32.5% 953억
ND 코리아에프티 (123410)
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-3.61 0.2 10.4 -6.36 -23.25 1553 1993 1772 1905 1748 19.3% -7.1% 60 3.9% 113 5.7% 79 4.5% 127 6.7% 66 3.8% 361.5% 22.4% 1,373억
ND 피에이치에이 (043370)
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-2.93 -1.59 -0.6 4.53 -2.36 2675 3212 2897 2989 2785 1.9% -4.9% 109 4.1% 93 2.9% 164 5.7% 138 4.6% 112 4% 9% -33.9% 2,085억
ND 한온시스템 (018880)
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-4.1 -3.11 -0.12 0.24 0.72 23274 24625 24046 25599 24998 7.4% -2.3% 203 0.9% 533 2.2% 653 2.7% 716 2.8% 937 3.7% 361.6% 30.9% 22,472억
ND 현대모비스 (012330)
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-0.2 -2.14 3.7 2.23 11.01 142302 146722 138692 146553 140018 -1.6% -4.5% 6902 4.9% 5232 3.6% 5427 3.9% 6361 4.3% 9086 6.5% 31.6% 42.8% 234,347억
ND 현대위아 (011210)
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-1.75 -2.72 0.38 -7.4 -25.52 20990 21112 21415 22331 21012 0.1% -5.9% 683 3.3% 448 2.1% 597 2.8% 692 3.1% 529 2.5% -22.5% -23.6% 10,714억
ND 화신 (010690)
7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
-2.02 -3.2 2.98 -4.35 -21.51 4432 4363 4156 4291 4186 -3% -3.1% 219 4.9% 62 1.4% 210 5.1% 243 5.7% 63 1.5% -26.5% -20.7% 2,535억