2차전지 장비주

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
LG에너지솔루션
전극
씨아이에스 INF INF INF INF INF
윤성에프엔씨 INF INF INF INF INF
티에스아이 INF INF INF INF INF
피엔티 INF INF INF INF INF
조립
디에이테크놀로지 INF INF INF INF INF
디이엔티 INF INF INF INF INF
신진엠텍
이티에스
풍산 INF INF INF INF INF
활성화
에이프로 INF INF INF INF INF
와이티에스
지피아이
자동화/검사/모듈
아바코 INF INF INF INF INF
엔시스 INF INF INF INF INF
이노메트리 INF INF INF INF INF
인텍플러스 INF INF INF INF INF
코윈테크 INF INF INF INF INF
삼성SDI
전극
씨아이에스 INF INF INF INF INF
제일엠엔에스
피엔티 INF INF INF INF INF
조립
필에너지
하나기술 INF INF INF INF INF
활성화
갑진
원익피앤이 INF INF INF INF INF
자동화/검사/모듈
넥스타
엔시스 INF INF INF INF INF
이노메트리 INF INF INF INF INF
코윈테크 INF INF INF INF INF
SK온
전극
윤성에프엔씨 INF INF INF INF INF
피엔티 INF INF INF INF INF
조립
엠플러스 INF INF INF INF INF
우원기술
유일에너테크 INF INF INF INF INF
하나기술 INF INF INF INF INF
활성화
갑진
엔에스
원익피앤이 INF INF INF INF INF
자동화/검사
디아이티 INF INF INF INF INF
에스에프에이 INF INF INF INF INF
에스엠코어 INF INF INF INF INF
이노메트리 INF INF INF INF INF
인텍플러스 INF INF INF INF INF
톱텍 INF INF INF INF INF
LG에너지솔루션
ND 씨아이에스 (222080) : 코팅/슬리팅
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 1305 1078 1296 877 820 -41.1% -12.4% 239 18.3% 170 15.8% 13 1% 75 8.6% 76 9.3% -21.1% 흑전 10,296억
ND 윤성에프엔씨 (372170) : 믹싱
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 767 297 289 164 174 -52.8% 113.6% 135 17.6% -5 0% -56 0% -109 0% -154 0% -38.6% 1587.5% 2,341억
ND 티에스아이 (277880) : 믹싱
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 863 644 557 766 748 -3.6% 97.5% 34 3.9% 20 3.1% 22 3.9% 26 3.4% 37 4.9% - 17.2% 980억
US피엔티 : 코팅
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 3891 1518 1134 1075 3721 70.1% 93.8% 680 17.5% 141 9.3% 225 19.8% 135 12.6% 453 12.2% 82.3% 120.1% 11,158억
ND 디에이테크놀로지 (196490) : 스태킹
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 54억
ND 디이엔티 (079810) : 노칭
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 477 160 237 92 249 -47.8% 170.7% 23 4.8% 12 7.5% 5 2.1% 5 5.4% 3 1.2% -87% -40% 1,113억
비상장신진엠텍 : 스태킹
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
비상장이티에스 : TW/PKG
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 풍산 (103140) : TW/PKG
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 12280 11559 12940 11742 14244 16% 21.3% 339 2.8% 697 6% 936 7.2% 426 3.6% 915 6.4% 169.9% 114.8% 24,100억
ND 에이프로 (262260) : 포메이션/IR/OCV
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 763 681 338 310 141 -6.4% 111.4% 26 3.4% 39 5.7% -54 0% -24 0% -20 0% -3.7% 흑전 1,237억
비상장와이티에스 : 디개싱
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
비상장지피아이 : 디개싱
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 아바코 (083930) : 자동화
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 1036 260 1591 509 1621 28.9% 6.3% 73 7% -33 0% 194 12.2% 70 13.8% 125 7.7% -42.1% -1.4% 2,087억
ND 엔시스 (333620) : 전체검사
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 125 124 156 123 4 3.2% 12 9.7% -46 0% -9 0% 692억
ND 이노메트리 (302430) : 전체검사
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 90 86 106 95 97 7.8% 2.1% -104 0% -21 0% 9 8.5% -3 0% -42 0% 적자 적자 868억
ND 인텍플러스 (064290) : 전체검사
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 244 144 251 99 403 65.2% 307.1% -61 0% -44 0% 15 6% -49 0% 41 10.2% 흑전 흑전 3,254억
ND 코윈테크 (282880) : 자동화
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 338 263 481 393 409 -62.3% -61.4% -130 0% -25 0% -2 0% -25 0% -202 0% 적자 적전 1,743억
삼성SDI
ND 씨아이에스 (222080) : 압연/슬리팅
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 1305 1078 1296 877 820 -41.1% -12.4% 239 18.3% 170 15.8% 13 1% 75 8.6% 76 9.3% -21.1% 흑전 10,296억
비상장제일엠엔에스 : 믹싱
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 피엔티 (137400) : 코팅
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 3891 1518 1134 1075 3721 70.1% 93.8% 680 17.5% 141 9.3% 225 19.8% 135 12.6% 453 12.2% 82.3% 120.1% 11,158억
비상장필에너지 : 노칭/스태킹
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 하나기술 (299030) : TW/PKG
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 256 143 172 525 98 -20.5% 10.8% -94 0% -15 0% -30 0% 43 8.2% -1 0% 적자 적자 1,858억
비상장갑진 : 포메이션/OCV등
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 원익피앤이 (217820) : 포메이션/OCV등
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 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
비상장넥스타 : 전체검사
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 엔시스 (333620) : 전체검사
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 125 124 156 123 4 3.2% 12 9.7% -46 0% -9 0% 692억
ND 이노메트리 (302430) : 전체검사
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 90 86 106 95 97 7.8% 2.1% -104 0% -21 0% 9 8.5% -3 0% -42 0% 적자 적자 868억
ND 코윈테크 (282880) : 자동화
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 338 263 481 393 409 -62.3% -61.4% -130 0% -25 0% -2 0% -25 0% -202 0% 적자 적전 1,743억
SK온
ND 윤성에프엔씨 (372170) : 믹싱
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 767 297 289 164 174 -52.8% 113.6% 135 17.6% -5 0% -56 0% -109 0% -154 0% -38.6% 1587.5% 2,341억
ND 피엔티 (137400) : 코팅/압연/슬리팅
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 3891 1518 1134 1075 3721 70.1% 93.8% 680 17.5% 141 9.3% 225 19.8% 135 12.6% 453 12.2% 82.3% 120.1% 11,158억
ND 엠플러스 (259630) : 스태킹/PKG
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 617 232 595 880 134 -57.2% 132% 43 7% 23 9.9% 122 20.5% 70 8% 29 21.6% -44.9% 2.4% 1,823억
비상장우원기술 : 노칭/스태킹
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 유일에너테크 (340930) : 노칭
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 169 93 169 12 326 22.5% 113.9% -70 0% 4 4.3% -28 0% -29 0% 8 2.5% 적자 적자 555억
ND 하나기술 (299030) : TW/PKG
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 256 143 172 525 98 -20.5% 10.8% -94 0% -15 0% -30 0% 43 8.2% -1 0% 적자 적자 1,858억
비상장갑진 : 포메이션/OCV
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
비상장엔에스 : 디개싱
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 원익피앤이 (217820) : 포메이션/OCV
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 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 디아이티 (110990) : 전체검사
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 492 216 290 304 268 -45.5% -11.8% 106 21.5% 52 24.1% 84 29% 86 28.3% 7 2.6% -93.4% -91.9% 4,970억
ND 에스에프에이 (056190) : 자동화
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 4656 3983 4450 3940 3935 -34% 3.4% -79 0% 290 7.3% 211 4.7% 267 6.8% 129 3.3% 적전 적자 9,641억
ND 에스엠코어 (007820) : 자동화
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 559 481 378 334 297 -46.9% -11.1% 16 2.9% 19 4% 3 0.8% -32 0% -70 0% 적전 적자 1,011억
ND 이노메트리 (302430) : 전체검사
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 90 86 106 95 97 7.8% 2.1% -104 0% -21 0% 9 8.5% -3 0% -42 0% 적자 적자 868억
ND 인텍플러스 (064290) : 전체검사
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 244 144 251 99 403 65.2% 307.1% -61 0% -44 0% 15 6% -49 0% 41 10.2% 흑전 흑전 3,254억
ND 톱텍 (108230) : 자동화
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 875 453 258 562 437 -50.1% -22.2% -57 0% -4 0% -63 0% 74 13.2% -36 0% 적자 적전 1,517억