2차전지 장비주

LG에너지솔루션
전극
씨아이에스 -3.12 -0.87 -4.07 -12.1 -1.16
윤성에프엔씨 9.06 18.1 10.09 8.39 28.55
티에스아이 1.28 1.65 1.65 2.21 9.66
피엔티 0.26 0.13 -5.22 12.21 15.78
조립
디에이테크놀로지 INF INF INF INF INF
디이엔티 2.43 2.93 -0.47 -16.38 22.44
신진엠텍
이티에스
풍산 1.5 8.63 11.94 -19.9 122.92
활성화
에이프로 1.89 1.02 -9.59 -15.02 3.48
와이티에스
지피아이
자동화/검사/모듈
아바코 8.65 16.19 21.26 19.04 19.77
엔시스 -1.1 1.83 0.7 -7.44 6.65
이노메트리 2.51 5.16 2.24 -1.9 0.52
인텍플러스 18.07 35.56 91 105.59 99.89
코윈테크 21.42 34.19 40.31 33.98 46.39
삼성SDI
전극
씨아이에스 -3.12 -0.87 -4.07 -12.1 -1.16
제일엠엔에스
피엔티 0.26 0.13 -5.22 12.21 15.78
조립
필에너지
하나기술 -2.36 14.74 10.27 11.64 47.85
활성화
갑진
원익피앤이 2.89 8.99 1.6 -9.52 -0.18
자동화/검사/모듈
넥스타
엔시스 -1.1 1.83 0.7 -7.44 6.65
이노메트리 2.51 5.16 2.24 -1.9 0.52
코윈테크 21.42 34.19 40.31 33.98 46.39
SK온
전극
윤성에프엔씨 9.06 18.1 10.09 8.39 28.55
피엔티 0.26 0.13 -5.22 12.21 15.78
조립
엠플러스 10.02 8.35 27.36 47.86 74.42
우원기술
유일에너테크 -3.21 -1.88 -5.4 -13.06 8.73
하나기술 -2.36 14.74 10.27 11.64 47.85
활성화
갑진
엔에스
원익피앤이 2.89 8.99 1.6 -9.52 -0.18
자동화/검사
디아이티 10.24 23.14 22.62 4.49 19.57
에스에프에이 1.95 14.69 15.45 5.23 23.35
에스엠코어 5.11 7.8 37.55 21.94 11.15
이노메트리 2.51 5.16 2.24 -1.9 0.52
인텍플러스 18.07 35.56 91 105.59 99.89
톱텍 3.85 4.41 6.36 -7.97 20.35
LG에너지솔루션
ND 씨아이에스 (222080) : 코팅/슬리팅
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
-3.12 -0.87 -4.07 -12.1 -1.16 1343 1490 1305 1078 1296 397.4% 42% 249 18.5% -80 0% 239 18.3% 170 15.8% 13 1% 441.3% 36.1% 5,284억
ND 윤성에프엔씨 (372170) : 믹싱
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
9.06 18.1 10.09 8.39 28.55 683 359 767 297 289 95.7% -24.4% 80 11.7% 2.2% 135 17.6% -5 0% -56 0% 1500% -14% 2,784억
ND 티에스아이 (277880) : 믹싱
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
1.28 1.65 1.65 2.21 9.66 770 437 863 644 557 79.1% 18.8% 69 9% 29 6.6% 34 3.9% 20 3.1% 22 3.9% 762.5% 187.5% 1,120억
US피엔티 : 코팅
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
0.26 0.13 -5.22 12.21 15.78 2405 2008 3891 1518 1134 156.9% 17.7% 261 10.9% 309 15.4% 680 17.5% 141 9.3% 225 19.8% 60.1% -31.3% 9,057억
ND 디에이테크놀로지 (196490) : 스태킹
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
INF INF INF INF INF 54억
ND 디이엔티 (079810) : 노칭
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
2.43 2.93 -0.47 -16.38 22.44 197 357 477 160 237 20.3% 48.1% -5 0% 20 5.6% 23 4.8% 12 7.5% 2.1% 흑전 -58.3% 1,394억
비상장신진엠텍 : 스태킹
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
비상장이티에스 : TW/PKG
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
ND 풍산 (103140) : TW/PKG
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
1.5 8.63 11.94 -19.9 122.92 12336 11292 12280 11559 12940 4.9% 11.9% 1613 13.1% 744 6.6% 339 2.8% 697 6% 936 7.2% -42% 34.3% 35,983억
ND 에이프로 (262260) : 포메이션/IR/OCV
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
1.89 1.02 -9.59 -15.02 3.48 324 361 763 681 338 -21.2% -41.3% -21 0% -5 0% 26 3.4% 39 5.7% -54 0% 적전 적전 859억
비상장와이티에스 : 디개싱
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
비상장지피아이 : 디개싱
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
ND 아바코 (083930) : 자동화
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
8.65 16.19 21.26 19.04 19.77 579 975 1036 260 1591 -10.8% 25.1% 26 4.5% 74 7.6% 73 7% -33 0% 194 12.2% -16.1% -13.3% 2,321억
ND 엔시스 (333620) : 전체검사
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
-1.1 1.83 0.7 -7.44 6.65 177 192 125 124 156 -11.9% 25.8% 46 26% 31 16.1% 3.2% 12 9.7% -46 0% 적전 적전 762억
ND 이노메트리 (302430) : 전체검사
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
2.51 5.16 2.24 -1.9 0.52 163 132 90 86 106 -35% 23.3% 15 9.2% 6.8% -104 0% -21 0% 8.5% -40% 흑전 762억
ND 인텍플러스 (064290) : 전체검사
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
18.07 35.56 91 105.59 99.89 229 175 244 144 251 9.6% 74.3% -51 0% -18 0% -61 0% -44 0% 15 6% 흑전 흑전 2,319억
ND 코윈테크 (282880) : 자동화
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
21.42 34.19 40.31 33.98 46.39 694 876 338 263 481 -27.5% 30% 92 13.3% 80 9.1% -130 0% -25 0% -2 0% -27% 흑전 1,919억
삼성SDI
ND 씨아이에스 (222080) : 압연/슬리팅
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
-3.12 -0.87 -4.07 -12.1 -1.16 1343 1490 1305 1078 1296 397.4% 42% 249 18.5% -80 0% 239 18.3% 170 15.8% 13 1% 441.3% 36.1% 5,284억
비상장제일엠엔에스 : 믹싱
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
ND 피엔티 (137400) : 코팅
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
0.26 0.13 -5.22 12.21 15.78 2405 2008 3891 1518 1134 156.9% 17.7% 261 10.9% 309 15.4% 680 17.5% 141 9.3% 225 19.8% 60.1% -31.3% 9,057억
비상장필에너지 : 노칭/스태킹
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
ND 하나기술 (299030) : TW/PKG
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
-2.36 14.74 10.27 11.64 47.85 131 231 256 143 172 -64.2% -59.4% -61 0% -56 0% -94 0% -15 0% -30 0% 적전 적자 2,146억
비상장갑진 : 포메이션/OCV등
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
ND 원익피앤이 (217820) : 포메이션/OCV등
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
2.89 8.99 1.6 -9.52 -0.18 234 263 1719 1547 667 -27.3% -68% -179 0% -161 0% 87 5.1% 90 5.8% -17 0% 적자 적자 1,352억
비상장넥스타 : 전체검사
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
ND 엔시스 (333620) : 전체검사
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
-1.1 1.83 0.7 -7.44 6.65 177 192 125 124 156 -11.9% 25.8% 46 26% 31 16.1% 3.2% 12 9.7% -46 0% 적전 적전 762억
ND 이노메트리 (302430) : 전체검사
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
2.51 5.16 2.24 -1.9 0.52 163 132 90 86 106 -35% 23.3% 15 9.2% 6.8% -104 0% -21 0% 8.5% -40% 흑전 762억
ND 코윈테크 (282880) : 자동화
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
21.42 34.19 40.31 33.98 46.39 694 876 338 263 481 -27.5% 30% 92 13.3% 80 9.1% -130 0% -25 0% -2 0% -27% 흑전 1,919억
SK온
ND 윤성에프엔씨 (372170) : 믹싱
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
9.06 18.1 10.09 8.39 28.55 683 359 767 297 289 95.7% -24.4% 80 11.7% 2.2% 135 17.6% -5 0% -56 0% 1500% -14% 2,784억
ND 피엔티 (137400) : 코팅/압연/슬리팅
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
0.26 0.13 -5.22 12.21 15.78 2405 2008 3891 1518 1134 156.9% 17.7% 261 10.9% 309 15.4% 680 17.5% 141 9.3% 225 19.8% 60.1% -31.3% 9,057억
ND 엠플러스 (259630) : 스태킹/PKG
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
10.02 8.35 27.36 47.86 74.42 188 266 617 232 595 -87.4% -12.6% -15 0% 42 15.8% 43 7% 23 9.9% 122 20.5% 적전 적전 1,658억
비상장우원기술 : 노칭/스태킹
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
ND 유일에너테크 (340930) : 노칭
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
-3.21 -1.88 -5.4 -13.06 8.73 268 79 169 93 169 46.4% 243.6% -18 0% -60 0% -70 0% 4.3% -28 0% 적자 적자 587억
ND 하나기술 (299030) : TW/PKG
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
-2.36 14.74 10.27 11.64 47.85 131 231 256 143 172 -64.2% -59.4% -61 0% -56 0% -94 0% -15 0% -30 0% 적전 적자 2,146억
비상장갑진 : 포메이션/OCV
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
비상장엔에스 : 디개싱
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
ND 원익피앤이 (217820) : 포메이션/OCV
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
2.89 8.99 1.6 -9.52 -0.18 234 263 1719 1547 667 -27.3% -68% -179 0% -161 0% 87 5.1% 90 5.8% -17 0% 적자 적자 1,352억
ND 디아이티 (110990) : 전체검사
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
10.24 23.14 22.62 4.49 19.57 307 164 492 216 290 -5.5% 34.3% 68 22.1% 31 18.9% 106 21.5% 52 24.1% 84 29% 23.5% 61.5% 2,725억
ND 에스에프에이 (056190) : 자동화
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
1.95 14.69 15.45 5.23 23.35 5561 4505 4656 3983 4450 32.8% -2.9% 544 9.8% -1496 0% -79 0% 290 7.3% 211 4.7% 155.4% -0.4% 9,390억
ND 에스엠코어 (007820) : 자동화
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
5.11 7.8 37.55 21.94 11.15 323 494 559 481 378 17% -21.4% 21 6.5% 21 4.3% 16 2.9% 19 4% 0.8% -85.7% -84.2% 968억
ND 이노메트리 (302430) : 전체검사
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
2.51 5.16 2.24 -1.9 0.52 163 132 90 86 106 -35% 23.3% 15 9.2% 6.8% -104 0% -21 0% 8.5% -40% 흑전 762억
ND 인텍플러스 (064290) : 전체검사
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
18.07 35.56 91 105.59 99.89 229 175 244 144 251 9.6% 74.3% -51 0% -18 0% -61 0% -44 0% 15 6% 흑전 흑전 2,319억
ND 톱텍 (108230) : 자동화
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
3.85 4.41 6.36 -7.97 20.35 977 539 875 453 258 -73.6% -43% -8 0% -99 0% -57 0% -4 0% -63 0% 적자 적자 1,844억