반도체 후공정 밸류체인

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
Wafer Test(EDS)
장비
디아이 24,500( 4.26) 2.08 16.39 25.32 93.22 61.18
와이아이케이 14,580( 1.25) 3.26 -0.68 -2.99 40.46 42.66
프로브카드
마이크로투나노 10,930( -1.44) 17.15 16.9 10.96 49.11 29.5
에이엠에스티 0( )
코리아인스트루먼트 0( )
티에스이 51,900( 1.57) 3.18 0.97 -5.64 42.39 30.9
피엠티 3,420( -1.16) INF INF INF INF INF
프로브카드용부품
샘씨엔에스 7,750( 6.46) 9.31 9.15 4.31 63.16 56.57
화인세라믹 0( )
OSAT
LB세미콘 4,970( -2.93) -7.62 -7.96 -13.11 26.62 37.86
네패스아크 19,900( -1.97) -7.23 8.33 4.85 35.19 43.37
두산테스나 50,200( -2.9) 3.08 0.7 12.81 47.21 80.9
Packaging & Assembly
OSAT
LB세미콘 4,970( -2.93) -7.62 -7.96 -13.11 26.62 37.86
SFA반도체 4,275( -0.47) -2.84 -1.16 -2.73 30.73 32.76
네패스 17,390( -2.08) 0.64 7.48 4.01 46.88 55.82
두산테스나 50,200( -2.9) 3.08 0.7 12.81 47.21 80.9
하나마이크론 29,400( -4.55) 9.7 13.29 19.27 116.34 140.79
기판
LG이노텍 241,000( 5.47) 11.06 15.04 27.85 43.03 58.14
대덕전자 37,950( 2.15) 7.97 17.49 23.62 60.81 112.61
삼성전기 245,000( 8.89) 10.36 18.36 25.13 44.2 76.77
심텍 63,100( 2.44) 10.31 28.51 23.73 157.55 175.55
코리아써키트 20,650( 3.46) 4.56 10.66 8.68 68.43 83.88
해성디에스 51,600( -0.58) 14.79 29.49 31.3 132.96 75.51
재료
덕산하이메탈 6,610( -3.22) -1.78 -1.05 -10.43 49.55 58.32
엠케이전자 9,230( -1.18) -8.61 -5.82 -3.15 13.67 15.66
장비
이오테크닉스 236,000( 0.85) 0.64 -5.03 -0.84 21.34 29.67
한미반도체 143,700( 0.14) -4.01 0.98 42.84 73.34 52.39
Packaging Test
OSAT
SFA반도체 4,275( -0.47) -2.84 -1.16 -2.73 30.73 32.76
네패스 17,390( -2.08) 0.64 7.48 4.01 46.88 55.82
하나마이크론 29,400( -4.55) 9.7 13.29 19.27 116.34 140.79
장비
고영 16,700( 2.58) -1.01 4.64 5.56 17.61 6.57
네오셈 12,540( 1.37) 6.45 8.01 3.98 63.28 34.98
디아이 24,500( 4.26) 2.08 16.39 25.32 93.22 61.18
엑시콘 16,040( 0.19) -0.06 13.12 1.39 63.84 53.64
유니테스트 0( )
테크윙 66,800( 1.67) 0.91 2.14 9.51 87.38 115.14
소켓
ISC 79,700( -0.25) -0.75 0.89 -1.6 43.6 31.52
리노공업 57,700( -0.86) -0.52 1.05 7.65 27.51 15.4
마이크로컨텍솔 26,850( -0.74) -0.92 2.09 -1.1 65.64 34.32
오킨스전자 9,250( -3.65) -1.6 -6.28 -17.11 52.64 51.89
티에스이 51,900( 1.57) 3.18 0.97 -5.64 42.39 30.9
티에프이 40,750( 5.16) 8.09 1.49 -6.43 8.96 40.76
Wafer Test(EDS)
ND 디아이 (003160)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
24,500( 4.26) 2.08 16.39 25.32 93.22 61.18 461 542 788 1100 1192 158.6% 8.4% 9 2% -17 0% 57 7.2% 99 9% 122 10.2% 1255.6% 23.2% 6,933억
ND 와이아이케이 (232140)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
14,580( 1.25) 3.26 -0.68 -2.99 40.46 42.66 650 483 639 389 804 23.7% 106.7% 99 15.2% -5 0% 10 1.6% -15 0% 43 5.3% -56.6% 흑전 11,962억
ND 마이크로투나노 (424980)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
10,930( -1.44) 17.15 16.9 10.96 49.11 29.5 21 31 43 55 53 152.4% -3.6% -34 0% -12 0% 39 90.7% 5 9.1% -11 0% 적자 적전 646억
비상장에이엠에스티
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
0( )
비상장코리아인스트루먼트
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
0( )
ND 티에스이 (131290)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
51,900( 1.57) 3.18 0.97 -5.64 42.39 30.9 760 1106 1031 830 1176 32.6% 30.6% 87 11.4% 205 18.5% 136 13.2% 31 3.7% 148 12.6% 흑전 흑전 5,740억
ND 피엠티 (147760)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
3,420( -1.16) INF INF INF INF INF 53 -34 0%  0% 370억
ND 샘씨엔에스 (252990)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
7,750( 6.46) 9.31 9.15 4.31 63.16 56.57 135 157 132 158 187 136.8% 23.9% 30 22.2% 31 19.7% -15 0% 14 8.9% 35 18.7% 흑전 400% 4,525억
비상장화인세라믹
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
0( )
ND LB세미콘 (061970)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
4,970( -2.93) -7.62 -7.96 -13.11 26.62 37.86 1232 1193 1054 1168 1156 -6.2% -1% 12 1% -21 0% -104 0% -40 0% -33 0% 적전 적자 2,176억
ND 네패스아크 (330860)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
19,900( -1.97) -7.23 8.33 4.85 35.19 43.37 340 264 256 289 325 -4.4% 12.5% -9 0% -57 0% 37 14.5% -8 0% 45 13.8% 흑전 흑전 2,424억
ND 두산테스나 (131970)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
50,200( -2.9) 3.08 0.7 12.81 47.21 80.9 998 987 828 592 759 -23.9% 28.2% 167 16.7% 110 11.1% -11 0% -191 0% -21 0% 적전 적자 9,702억
Packaging & Assembly
ND LB세미콘 (061970)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
4,970( -2.93) -7.62 -7.96 -13.11 26.62 37.86 1232 1193 1054 1168 1156 -6.2% -1% 12 1% -21 0% -104 0% -40 0% -33 0% 적전 적자 2,176억
ND SFA반도체 (036540)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
4,275( -0.47) -2.84 -1.16 -2.73 30.73 32.76 1113 951 814 752 761 -31.6% 1.2% 4 0.4% 3 0.3% -56 0% -60 0% -67 0% 적전 적자 7,030억
ND 네패스 (033640)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
17,390( -2.08) 0.64 7.48 4.01 46.88 55.82 1286 1088 1052 1293 1309 1.8% 1.2% -34 0% -156 0% 297 28.2% 36 2.8% 79 6% 흑전 119.4% 4,009억
ND 두산테스나 (131970)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
50,200( -2.9) 3.08 0.7 12.81 47.21 80.9 998 987 828 592 759 -23.9% 28.2% 167 16.7% 110 11.1% -11 0% -191 0% -21 0% 적전 적자 9,702억
ND 하나마이크론 (067310)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
29,400( -4.55) 9.7 13.29 19.27 116.34 140.79 2859 3121 3837 3117 3402 19% 9.1% 186 6.5% 174 5.6% 599 15.6% 117 3.8% 302 8.9% 62.4% 158.1% 19,483억
ND LG이노텍 (011070)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
241,000( 5.47) 11.06 15.04 27.85 43.03 58.14 45553 56851 66286 49828 39345 -13.6% -21% 1517 3.3% 1304 2.3% 2479 3.7% 1251 2.5% 113 0.3% -92.6% -91% 57,037억
ND 대덕전자 (353200)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
37,950( 2.15) 7.97 17.49 23.62 60.81 112.61 2382 2327 2064 2154 2459 8.4% 10.9% 109 4.6% 92 4% -60 0% -62 0% 19 0.8% 94.6% 흑전 18,753억
ND 삼성전기 (009150)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
245,000( 8.89) 10.36 18.36 25.13 44.2 76.77 25801 26153 24923 27386 27846 7.9% 1.7% 2081 8.1% 2249 8.6% 1150 4.6% 2006 7.3% 2130 7.6% 2.4% 6.2% 182,999억
ND 심텍 (222800)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
63,100( 2.44) 10.31 28.51 23.73 157.55 175.55 3117 3248 3031 3036 3408 22.9% 6.1% 36 1.2% 5 0.2% -361 0% -163 0% 55 1.6% 흑전 흑전 20,099억
ND 코리아써키트 (007810)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
20,650( 3.46) 4.56 10.66 8.68 68.43 83.88 3754 3413 3352 3545 3313 12.8% 5.8% -45 0% -96 0% -98 0% -16 0% 61 1.8% 적자 적자 4,877억
ND 해성디에스 (195870)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
51,600( -0.58) 14.79 29.49 31.3 132.96 75.51 1535 1494 1451 1375 1574 -14.3% -0.9% 180 11.7% 117 7.8% 62 4.3% 4 0.3% 82 5.2% -49.6% -13.9% 8,772억
ND 덕산하이메탈 (077360)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
6,610( -3.22) -1.78 -1.05 -10.43 49.55 58.32 606 575 568 441 574 72.2% -0.3% 70 11.6% 24 4.2% 51 9% -13 0% 25 4.4% 흑전 79.5% 3,003억
ND 엠케이전자 (033160)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
9,230( -1.18) -8.61 -5.82 -3.15 13.67 15.66 2951 2679 3356 2836 3361 13.9% 18.5% 212 7.2% 48 1.8% 211 6.3% -11 0% 117 3.5% -44.8% 흑전 2,036억
ND 이오테크닉스 (039030)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
236,000( 0.85) 0.64 -5.03 -0.84 21.34 29.67 744 829 907 848 942 26.6% 11.1% 65 8.7% 104 12.5% 87 9.6% 144 17% 258 27.4% 296.9% 79.2% 29,074억
ND 한미반도체 (042700)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
143,700( 0.14) -4.01 0.98 42.84 73.34 52.39 1235 2085 1496 1473 1800 45.7% 22.2% 554 44.9% 993 47.6% 719 48.1% 696 47.3% 863 47.9% 55.8% 24% 138,834억
Packaging Test
ND SFA반도체 (036540)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
4,275( -0.47) -2.84 -1.16 -2.73 30.73 32.76 1113 951 814 752 761 -31.6% 1.2% 4 0.4% 3 0.3% -56 0% -60 0% -67 0% 적전 적자 7,030억
ND 네패스 (033640)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
17,390( -2.08) 0.64 7.48 4.01 46.88 55.82 1286 1088 1052 1293 1309 1.8% 1.2% -34 0% -156 0% 297 28.2% 36 2.8% 79 6% 흑전 119.4% 4,009억
ND 하나마이크론 (067310)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
29,400( -4.55) 9.7 13.29 19.27 116.34 140.79 2859 3121 3837 3117 3402 19% 9.1% 186 6.5% 174 5.6% 599 15.6% 117 3.8% 302 8.9% 62.4% 158.1% 19,483억
ND 고영 (098460)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
16,700( 2.58) -1.01 4.64 5.56 17.61 6.57 525 463 507 511 521 -0.8% 2% 32 6.1% 7 1.5% -27 0% 32 6.3% 25 4.8% -21.9% -21.9% 11,465억
ND 네오셈 (253590)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
12,540( 1.37) 6.45 8.01 3.98 63.28 34.98 99 332 331 148 163 -70.9% -65.1% -15 0% 104 31.3% 49 14.8% 15 10.1% 5 3.1% 적전 적전 5,501억
ND 디아이 (003160)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
24,500( 4.26) 2.08 16.39 25.32 93.22 61.18 461 542 788 1100 1192 158.6% 8.4% 9 2% -17 0% 57 7.2% 99 9% 122 10.2% 1255.6% 23.2% 6,933억
ND 엑시콘 (092870)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
16,040( 0.19) -0.06 13.12 1.39 63.84 53.64 77 38 129 19 75 -2.6% 294.7% -30 0% -67 0% -11 0% -57 0% -29 0% 적자 적자 2,093억
ND 유니테스트 (086390)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
0( )
ND 테크윙 (089030)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
66,800( 1.67) 0.91 2.14 9.51 87.38 115.14 508 467 477 346 489 28.6% 26.1% 72 14.2% 62 13.3% 44 9.2% 18 5.2% 62 12.7% 200% 28.6% 24,952억
ND ISC (095340)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
79,700( -0.25) -0.75 0.89 -1.6 43.6 31.52 498 504 391 317 517 3.8% 63.1% 149 29.9% 138 27.4% 74 18.9% 70 22.1% 137 26.5% -8.1% 95.7% 16,894억
ND 리노공업 (058470)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
57,700( -0.86) -0.52 1.05 7.65 27.51 15.4 709 689 834 784 1125 -5.6% 29.4% 332 46.8% 306 44.4% 370 44.4% 349 44.5% 534 47.5% -0.9% 42.5% 43,974억
ND 마이크로컨텍솔 (098120)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
26,850( -0.74) -0.92 2.09 -1.1 65.64 34.32 151 184 217 253 223 47.7% -11.9% 15 9.9% 26 14.1% 41 18.9% 49 19.4% 36 16.1% 140% -26.5% 2,231억
ND 오킨스전자 (080580)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
9,250( -3.65) -1.6 -6.28 -17.11 52.64 51.89 160 171 178 188 270 68.8% 43.6% 13 8.1% -4 0% 9 5.1% 16 8.5% 31 11.5% 138.5% 93.8% 1,635억
ND 티에스이 (131290)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
51,900( 1.57) 3.18 0.97 -5.64 42.39 30.9 760 1106 1031 830 1176 32.6% 30.6% 87 11.4% 205 18.5% 136 13.2% 31 3.7% 148 12.6% 흑전 흑전 5,740억
ND 티에프이 (425420)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
40,750( 5.16) 8.09 1.49 -6.43 8.96 40.76 182 172 206 220 250 37.4% 13.6% 16 8.8% 2 1.2% 12 5.8% 29 13.2% 39 15.6% 143.8% 34.5% 4,637억