조선기자재

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
엔진
HD한국조선해양 -1.91 -3.22 8.19 2.11 9
HSD엔진 -2.9 -2.37 24.71 20.5 27.23
STX엔진 0.53 -4.77 10.33 13.64 -1.17
엔진부품
대창솔루션 -0.45 -2.22 3.52 3.52 387.83
삼영엠텍 -5.49 -11.85 -0.35 4.39 26.93
인화정공 -6.5 -15.35 -8.17 -9.68 -18.19
태웅 4.37 7.07 22.73 30.19 -0.48
피팅 및 밸브
디케이락 -0.88 -2.61 -2.51 5.88 5.32
성광벤드 -3.15 -1.68 10.61 10.61 -12.05
태광 -5.94 -2.87 14.45 11.18 -1.74
하이록코리아 -1.09 -1.54 0.31 1.75 -7.27
선실
세진중공업 -6.31 -3.76 10.2 8.85 -5.63
오리엔탈정공 -6.32 -5.78 6.4 -3.55 -11.32
조명
대양전기공업 3.35 -2.28 0 -3.14 0.36
크레인
상상인인더스트리 INF INF INF INF INF
오리엔탈정공 -6.32 -5.78 6.4 -3.55 -11.32
배관
동방선기 -4.74 -2.61 15.1 3.78 4.5
LPG/LNG탱크
세진중공업 -6.31 -3.76 10.2 8.85 -5.63
LNG탱크 보냉재
동성화인텍 -3.75 -8.64 2.28 8.67 -10.76
한국카본 -4.51 -11.96 11.31 27.09 8.88
선박평형수 처리장치
한라IMS -3.6 -10.85 -4.78 5.76 12.37
엔진
ND HD한국조선해양 (009540)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-1.91 -3.22 8.19 2.11 9 62458 71616 67717 74284 75814 24.6% -5.6% 3984 6.4% 4989 7% 8592 12.7% 9536 12.8% 10538 13.9% 477.4% 5.8% 308,570억
ND HSD엔진 (082740)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-2.9 -2.37 24.71 20.5 27.23 2961 3262 3182 3877 2973 0.4% -23.3% 153 5.2% 182 5.6% 223 7% 338 8.7% 266 8.9% 73.9% -21.3% 44,644억
ND STX엔진 (077970)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
0.53 -4.77 10.33 13.64 -1.17 1939 2177 1391 2136 1921 -0.9% -10.1% 54 2.8% 82 3.8% 154 11.1% 333 15.6% 154 8% 185.2% -53.8% 8,720억
엔진부품
ND 대창솔루션 (096350)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-0.45 -2.22 3.52 3.52 387.83 129 177 103 146 172 33.3% 17.8% -6 0% 2 1.1% -11 0% -3 0% 12 7% 흑전 흑전 3,610억
ND 삼영엠텍 (054540)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-5.49 -11.85 -0.35 4.39 26.93 285 289 263 296 295 3.5% -0.3% 27 9.5% 34 11.8% 28 10.6% 24 8.1% 34 11.5% 25.9% 41.7% 1,856억
ND 인화정공 (101930)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-6.5 -15.35 -8.17 -9.68 -18.19 205 248 285 251 288 40.5% 14.7% 11 5.4% 32 12.9% 26 9.1% 44 17.5% 49 17% 345.5% 11.4% 4,216억
ND 태웅 (044490)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
4.37 7.07 22.73 30.19 -0.48 876 1079 856 870 864 -1.4% -0.7% 39 4.5% 60 5.6% 9 1.1% 47 5.4% 7 0.8% -82.1% -85.1% 6,212억
피팅 및 밸브
ND 디케이락 (105740)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-0.88 -2.61 -2.51 5.88 5.32 247 254 210 306 376 52.2% 22.9% -4 0% -3 0% 14 6.7% 3 1% 67 17.8% 흑전 2133.3% 1,024억
ND 성광벤드 (014620)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-3.15 -1.68 10.61 10.61 -12.05 454 582 637 581 646 42.3% 11.2% 78 17.2% 39 6.7% 107 16.8% 108 18.6% 117 18.1% 50% 8.3% 8,351억
ND 태광 (023160)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-5.94 -2.87 14.45 11.18 -1.74 618 661 626 723 814 31.7% 12.6% 76 12.3% 96 14.5% 74 11.8% 77 10.7% 116 14.3% 52.6% 50.6% 6,717억
ND 하이록코리아 (013030)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-1.09 -1.54 0.31 1.75 -7.27 453 494 490 543 538 18.8% -0.9% 137 30.2% 64 13% 127 25.9% 164 30.2% 142 26.4% 3.6% -13.4% 4,101억
선실
ND 세진중공업 (075580)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-6.31 -3.76 10.2 8.85 -5.63 741 1112 984 982 904 22% -7.9% 6 0.8% 230 20.7% 178 18.1% 87 8.9% 121 13.4% 1916.7% 39.1% 11,051억
ND 오리엔탈정공 (014940)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-6.32 -5.78 6.4 -3.55 -11.32 522 568 510 515 528 1.1% 2.5% 96 18.4% 40 7% 81 15.9% 62 12% 64 12.1% -33.3% 3.2% 3,714억
조명
ND 대양전기공업 (108380)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
3.35 -2.28 0 -3.14 0.36 447 602 556 563 615 37.6% 9.2% 29 6.5% 72 12% 57 10.3% 58 10.3% 77 12.5% 165.5% 32.8% 2,659억
크레인
ND 상상인인더스트리 (101000)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
INF INF INF INF INF 60 81 90 112 -10 0% -10 0% -17 0% -15 0% 463억
ND 오리엔탈정공 (014940)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-6.32 -5.78 6.4 -3.55 -11.32 522 568 510 515 528 1.1% 2.5% 96 18.4% 40 7% 81 15.9% 62 12% 64 12.1% -33.3% 3.2% 3,714억
배관
ND 동방선기 (099410)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-4.74 -2.61 15.1 3.78 4.5 92 131 84 88 115 25% 30.7% 9 9.8% 25 19.1% 4 4.8% 7 8% 30 26.1% 233.3% 328.6% 730억
LPG/LNG탱크
ND 세진중공업 (075580)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-6.31 -3.76 10.2 8.85 -5.63 741 1112 984 982 904 22% -7.9% 6 0.8% 230 20.7% 178 18.1% 87 8.9% 121 13.4% 1916.7% 39.1% 11,051억
LNG탱크 보냉재
ND 동성화인텍 (033500)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-3.75 -8.64 2.28 8.67 -10.76 1365 1858 1723 1933 2011 47.3% 4% 114 8.4% 201 10.8% 125 7.3% 169 8.7% 235 11.7% 106.1% 39.1% 8,082억
ND 한국카본 (017960)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-4.51 -11.96 11.31 27.09 8.88 1706 1942 2245 2312 2211 29.6% -4.4% 76 4.5% 173 8.9% 311 13.9% 316 13.7% 299 13.5% 293.4% -5.4% 18,142억
선박평형수 처리장치
ND 한라IMS (092460)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-3.6 -10.85 -4.78 5.76 12.37 232 322 265 356 317 36.6% -11% 31 13.4% 48 14.9% 51 19.2% 61 17.1% 54 17% 74.2% -11.5% 2,797억