우주항공 밸류체인

위성 개발/제조
위성본체
AP위성 -2.18 -2.18 1.96 6.21 -0.08
쎄트렉아이 -4.23 -5.75 0.11 0.42 -7.59
한국항공우주 -1.43 -6.94 7.16 5.28 42.31
한화시스템 -8.08 -12.39 33.79 39.09 89.85
위성탑재체
LIG넥스원 -2.53 -3.74 20.67 63.64 99.63
쎄트렉아이 -4.23 -5.75 0.11 0.42 -7.59
아이쓰리시스템 19.05 18.19 18.19 70.91 71.2
제노코 -7.17 -5.33 0.21 15.34 7.33
한화시스템 -8.08 -12.39 33.79 39.09 89.85
위성발사
발사체
한국항공우주 -1.43 -6.94 7.16 5.28 42.31
한화에어로스페이스 -5.25 -11.11 1.56 3.67 42.76
발사체 소재/부품
제노코 -7.17 -5.33 0.21 15.34 7.33
켄코아에어로스페이스 1.82 0 1.98 4.22 -2.65
엔진/추진
비츠로테크 5.16 10.61 22.45 20.72 23.1
한화에어로스페이스 -5.25 -11.11 1.56 3.67 42.76
지상장비
위성지상국
LIG넥스원 -2.53 -3.74 20.67 63.64 99.63
인텔리안테크 -3.65 -4.39 10.11 23.25 43.97
제노코 -7.17 -5.33 0.21 15.34 7.33
한화시스템 -8.08 -12.39 33.79 39.09 89.85
위성통신 게이트웨이
인텔리안테크 -3.65 -4.39 10.11 23.25 43.97
한화시스템 -8.08 -12.39 33.79 39.09 89.85
지상 단말
AP위성 -2.18 -2.18 1.96 6.21 -0.08
LIG넥스원 -2.53 -3.74 20.67 63.64 99.63
한화시스템 -8.08 -12.39 33.79 39.09 89.85
위성활용 서비스
관측영상 서비스
쎄트렉아이 -4.23 -5.75 0.11 0.42 -7.59
한국항공우주 -1.43 -6.94 7.16 5.28 42.31
한글과컴퓨터 -8.26 0.99 23.94 44.1 44.79
위성항법 시스템
AP위성 -2.18 -2.18 1.96 6.21 -0.08
LIG넥스원 -2.53 -3.74 20.67 63.64 99.63
대한항공 -2.35 6.51 1.1 9.05 -2.97
위성 개발/제조
ND AP위성 (211270) : 위성통신 단말기 44%, 인공위성 및 부분품 개발 52%
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.18 -2.18 1.96 6.21 -0.08 141 50 127 268 102 354.8% -26.9% 35 24.8% -11 0% 32 25.2% 17 6.3% -7 0% 흑전 -20.5% 1,960억
ND 쎄트렉아이 (099320)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-4.23 -5.75 0.11 0.42 -7.59 317 475 437 484 400 32.6% -15.9% -35 0% -15 0% 1.8% 12 2.5% 17 4.3% 적자 적자 5,201억
ND 한국항공우주 (047810)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-1.43 -6.94 7.16 5.28 42.31 7399 8918 9072 10948 6993 -5.5% -36.1% 480 6.5% 743 8.3% 763 8.4% 421 3.8% 468 6.7% -2.5% 11.2% 87,532억
ND 한화시스템 (272210)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-8.08 -12.39 33.79 39.09 89.85 5444 6873 6392 9327 6901 26.8% -26% 393 7.2% 798 11.6% 570 8.9% 432 4.6% 582 8.4% 48.1% 34.7% 109,573억
ND LIG넥스원 (079550)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.53 -3.74 20.67 63.64 99.63 7635 6047 7403 11687 9076 39.6% 12.3% 670 8.8% 491 8.1% 519 7% 617 5.3% 1136 12.5% -1.8% 82.1% 118,800억
ND 쎄트렉아이 (099320)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-4.23 -5.75 0.11 0.42 -7.59 317 475 437 484 400 32.6% -15.9% -35 0% -15 0% 1.8% 12 2.5% 17 4.3% 적자 적자 5,201억
ND 아이쓰리시스템 (214430) : 적외선 센서
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
19.05 18.19 18.19 70.91 71.2 317 299 291 300 381 20.2% 27% 41 12.9% 40 13.4% 29 10% 36 12% 58 15.2% 41.5% 61.1% 6,971억
ND 제노코 (361390)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-7.17 -5.33 0.21 15.34 7.33 130 115 183 139 105 -19.2% -24.5% -10 0% -3 0% -11 0% 2.9% -8 0% 적자 적전 1,437억
ND 한화시스템 (272210)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-8.08 -12.39 33.79 39.09 89.85 5444 6873 6392 9327 6901 26.8% -26% 393 7.2% 798 11.6% 570 8.9% 432 4.6% 582 8.4% 48.1% 34.7% 109,573억
위성발사
ND 한국항공우주 (047810)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-1.43 -6.94 7.16 5.28 42.31 7399 8918 9072 10948 6993 -5.5% -36.1% 480 6.5% 743 8.3% 763 8.4% 421 3.8% 468 6.7% -2.5% 11.2% 87,532억
ND 한화에어로스페이스 (012450)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-5.25 -11.11 1.56 3.67 42.76 18483 27860 26312 48250 54842 196.7% 13.7% 374 2% 3588 12.9% 4772 18.1% 8997 18.6% 5608 10.2% 1399.5% -37.7% 429,342억
ND 제노코 (361390)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-7.17 -5.33 0.21 15.34 7.33 130 115 183 139 105 -19.2% -24.5% -10 0% -3 0% -11 0% 2.9% -8 0% 적자 적전 1,437억
ND 켄코아에어로스페이스 (274090)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
1.82 0 1.98 4.22 -2.65 204 231 233 191 168 -17.6% -12% -12 0% -2 0% 1.3% -42 0% 0.6% 흑전 흑전 1,659억
ND 비츠로테크 (042370) : 연소기/가스발생기
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
5.16 10.61 22.45 20.72 23.1 870 998 1049 1365 977 12.3% -28.4% 87 10% 116 11.6% 110 10.5% 198 14.5% 114 11.7% 31% -42.4% 2,457억
ND 한화에어로스페이스 (012450) : 엔진 조립
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-5.25 -11.11 1.56 3.67 42.76 18483 27860 26312 48250 54842 196.7% 13.7% 374 2% 3588 12.9% 4772 18.1% 8997 18.6% 5608 10.2% 1399.5% -37.7% 429,342억
지상장비
ND LIG넥스원 (079550)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.53 -3.74 20.67 63.64 99.63 7635 6047 7403 11687 9076 39.6% 12.3% 670 8.8% 491 8.1% 519 7% 617 5.3% 1136 12.5% -1.8% 82.1% 118,800억
ND 인텔리안테크 (189300) : 안테나
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-3.65 -4.39 10.11 23.25 43.97 466 717 623 769 433 -27.6% -45.9% -93 0% 1.3% -57 0% -53 0% -120 0% 적전 적전 5,377억
ND 제노코 (361390)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-7.17 -5.33 0.21 15.34 7.33 130 115 183 139 105 -19.2% -24.5% -10 0% -3 0% -11 0% 2.9% -8 0% 적자 적전 1,437억
ND 한화시스템 (272210)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-8.08 -12.39 33.79 39.09 89.85 5444 6873 6392 9327 6901 26.8% -26% 393 7.2% 798 11.6% 570 8.9% 432 4.6% 582 8.4% 48.1% 34.7% 109,573억
ND 인텔리안테크 (189300) : 안테나
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-3.65 -4.39 10.11 23.25 43.97 466 717 623 769 433 -27.6% -45.9% -93 0% 1.3% -57 0% -53 0% -120 0% 적전 적전 5,377억
ND 한화시스템 (272210)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-8.08 -12.39 33.79 39.09 89.85 5444 6873 6392 9327 6901 26.8% -26% 393 7.2% 798 11.6% 570 8.9% 432 4.6% 582 8.4% 48.1% 34.7% 109,573억
ND AP위성 (211270)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.18 -2.18 1.96 6.21 -0.08 141 50 127 268 102 354.8% -26.9% 35 24.8% -11 0% 32 25.2% 17 6.3% -7 0% 흑전 -20.5% 1,960억
ND LIG넥스원 (079550)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.53 -3.74 20.67 63.64 99.63 7635 6047 7403 11687 9076 39.6% 12.3% 670 8.8% 491 8.1% 519 7% 617 5.3% 1136 12.5% -1.8% 82.1% 118,800억
ND 한화시스템 (272210)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-8.08 -12.39 33.79 39.09 89.85 5444 6873 6392 9327 6901 26.8% -26% 393 7.2% 798 11.6% 570 8.9% 432 4.6% 582 8.4% 48.1% 34.7% 109,573억
위성활용 서비스
ND 쎄트렉아이 (099320) : 위성영상판매
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-4.23 -5.75 0.11 0.42 -7.59 317 475 437 484 400 32.6% -15.9% -35 0% -15 0% 1.8% 12 2.5% 17 4.3% 적자 적자 5,201억
ND 한국항공우주 (047810) : 메이사플래닛
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-1.43 -6.94 7.16 5.28 42.31 7399 8918 9072 10948 6993 -5.5% -36.1% 480 6.5% 743 8.3% 763 8.4% 421 3.8% 468 6.7% -2.5% 11.2% 87,532억
ND 한글과컴퓨터 (030520)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-8.26 0.99 23.94 44.1 44.79 546 905 712 884 609 11.5% -31.1% 63 11.5% 199 22% 85 11.9% 55 6.2% 83 13.6% 31.7% 50.9% 7,386억
ND AP위성 (211270)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.18 -2.18 1.96 6.21 -0.08 141 50 127 268 102 354.8% -26.9% 35 24.8% -11 0% 32 25.2% 17 6.3% -7 0% 흑전 -20.5% 1,960억
ND LIG넥스원 (079550)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.53 -3.74 20.67 63.64 99.63 7635 6047 7403 11687 9076 39.6% 12.3% 670 8.8% 491 8.1% 519 7% 617 5.3% 1136 12.5% -1.8% 82.1% 118,800억
ND 대한항공 (003490)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.35 6.51 1.1 9.05 -2.97 42914 44022 46752 45018 64918 51.3% 44.2% 5375 12.5% 4429 10.1% 6656 14.2% 4641 10.3% 4310 6.6% -19.8% -7.1% 84,322억