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 194,900( -0.97) -0.1 5.35 0.21 2.69 26.31
HSD엔진 15,900(0) 1.02 6.64 20.73 11.66 -1.67
STX엔진 21,500( 0.23) 5.13 8.09 8.59 0.23 19.78
엔진부품
대창솔루션 349( -3.06) -6.93 -8.64 -10.97 -8.16 -16.31
삼영엠텍 4,095( -2.38) -2.73 0.99 -3.65 -12.78 -10.49
인화정공 24,250( -6.55) 6.13 7.06 16.31 18.87 -0.21
태웅 14,320( -2.92) 1.34 -1.72 -5.54 0.99 -22.13
피팅 및 밸브
디케이락 7,380( -1.99) -4.65 -7.52 -12.66 -13.07 -29.71
성광벤드 13,310( -1.99) -3.2 -5.2 -10.13 -17.12 12.61
태광 12,950( -3.93) -8.55 -4.92 -11.36 -10.69 -3.72
하이록코리아 23,300( -4.51) -6.24 -6.8 -10.73 -15.43 -16.04
선실
세진중공업 7,280( -1.75) -2.02 -1.09 -0.55 2.54 -21.55
오리엔탈정공 3,630( -1.49) -0.41 1.26 -13.16 -12.95 -4.6
조명
대양전기공업 11,700( -2.82) -5.87 -2.26 -5.26 -9.16 -16.19
크레인
상상인인더스트리 2,185( -0.68) 9.3 12.51 -7.42 -8.96 -8.77
오리엔탈정공 3,630( -1.49) -0.41 1.26 -13.16 -12.95 -4.6
배관
동방선기 2,880( -1.03) 1.59 0.52 9.09 12.5 9.09
LPG/LNG탱크
세진중공업 7,280( -1.75) -2.02 -1.09 -0.55 2.54 -21.55
LNG탱크 보냉재
동성화인텍 11,110( -1.33) -2.71 -2.71 -5.37 -11.9 -9.01
한국카본 10,850( -1.54) -2.69 -0.82 -3.04 -12.5 0.84
선박평형수 처리장치
한라IMS 6,380( -0.93) -3.48 -5.34 -4.35 -9.5 -11.27
엔진
ND HD한국조선해양 (009540)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
194,900( -0.97) -0.1 5.35 0.21 2.69 26.31 54536 50112 59890 55156 66155 30.2% 12.6% 712 1.3% 690 1.4% 1610 2.7% 1602 2.9% 3764 5.7% 흑전 흑전 137,936억
ND HSD엔진 (082740)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
15,900(0) 1.02 6.64 20.73 11.66 -1.67 1890 1876 2784 2934 2865 51.6% -2.4% 34 1.8% 11 0.6% 0 0% 194 6.6% 186 6.5% 447.1% -4.1% 13,268억
ND STX엔진 (077970)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
21,500( 0.23) 5.13 8.09 8.59 0.23 19.78 1634 1385 2114 1155 1973 20.7% 70.8% 44 2.7% 18 1.3% 129 6.1% 68 5.9% 217 11% 393.2% 219.1% 4,946억
엔진부품
ND 대창솔루션 (096350)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
349( -3.06) -6.93 -8.64 -10.97 -8.16 -16.31 170 173 175 167 140 -17.6% -16.2% 22 12.9% 7 4% 3 1.7% 9 5.4% -1 0% 적전 적전 571억
ND 삼영엠텍 (054540)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
4,095( -2.38) -2.73 0.99 -3.65 -12.78 -10.49 234 264 249 265 340 45.3% 28.3% 14 6% 27  10.2% 11 4.4% 27 10.2% 14 4.1% 0% -48.1% 532억
ND 인화정공 (101930)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
24,250( -6.55) 6.13 7.06 16.31 18.87 -0.21 323 336 53 217 254 -21.4% 17.1% 17 5.3% 18 5.4% -1 0% 11 5.1% 45 17.7% 164.7% 309.1% 2,331억
ND 태웅 (044490)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
14,320( -2.92) 1.34 -1.72 -5.54 0.99 -22.13 1263 1073 1050 901 1007 -20.3% 11.8% 163 12.9% 106 9.9% 107 10.2% 64 7.1% 64 6.4% -60.7% 0% 2,865억
피팅 및 밸브
ND 디케이락 (105740)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
7,380( -1.99) -4.65 -7.52 -12.66 -13.07 -29.71 331 260 247 238 244 -26.3% 2.5% 60 18.1% 9 3.5% 3 1.2% 2 0.8% 3 1.2% -95% 50% 749억
ND 성광벤드 (014620)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
13,310( -1.99) -3.2 -5.2 -10.13 -17.12 12.61 651 578 632 572 669 2.8% 17% 135 20.7% 94 16.3% 71 11.2% 99 17.3% 204 30.5% 51.1% 106.1% 3,806억
ND 태광 (023160)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
12,950( -3.93) -8.55 -4.92 -11.36 -10.69 -3.72 822 746 713 734 655 -20.3% -10.8% 180 21.9% 122 16.4% 75 10.5% 129 17.6% 98 15% -45.6% -24% 3,431억
ND 하이록코리아 (013030)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
23,300( -4.51) -6.24 -6.8 -10.73 -15.43 -16.04 496 466 469 497 461 -7.1% -7.2% 153 30.8% 141 30.3% 112 23.9% 153 30.8% 147 31.9% -3.9% -3.9% 2,995억
선실
ND 세진중공업 (075580)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
7,280( -1.75) -2.02 -1.09 -0.55 2.54 -21.55 1204 819 1105 860 808 -32.9% -6% 212 17.6% -66 0% 253 22.9% 42 4.9% 79 9.8% -62.7% 88.1% 4,138억
ND 오리엔탈정공 (014940)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
3,630( -1.49) -0.41 1.26 -13.16 -12.95 -4.6 430 378 439 431 551 28.1% 27.8% 48 11.2% 30 7.9% 23 5.2% 41 9.5% 68 12.3% 41.7% 65.9% 1,654억
조명
ND 대양전기공업 (108380)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
11,700( -2.82) -5.87 -2.26 -5.26 -9.16 -16.19 348 372 500 413 499 43.4% 20.8% 2 0.6% 17 4.6% 26 5.2% 24 5.8% 30 6% 1400% 25% 1,119억
크레인
ND 상상인인더스트리 (101000)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
2,185( -0.68) 9.3 12.51 -7.42 -8.96 -8.77 234 233 181 153 55 -76.5% -64.1% 60 25.6% 16 6.9% 28 15.5% 25 16.3% 6 10.9% -90% -76% 658억
ND 오리엔탈정공 (014940)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
3,630( -1.49) -0.41 1.26 -13.16 -12.95 -4.6 430 378 439 431 551 28.1% 27.8% 48 11.2% 30 7.9% 23 5.2% 41 9.5% 68 12.3% 41.7% 65.9% 1,654억
배관
ND 동방선기 (099410)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
2,880( -1.03) 1.59 0.52 9.09 12.5 9.09 68 56 80 56 77 13.2% 37.5% 3 4.4% 2 3.6% 23 28.8% -1 0% 7 9.1% 133.3% 흑전 403억
LPG/LNG탱크
ND 세진중공업 (075580)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
7,280( -1.75) -2.02 -1.09 -0.55 2.54 -21.55 1204 819 1105 860 808 -32.9% -6% 212 17.6% -66 0% 253 22.9% 42 4.9% 79 9.8% -62.7% 88.1% 4,138억
LNG탱크 보냉재
ND 동성화인텍 (033500)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
11,110( -1.33) -2.71 -2.71 -5.37 -11.9 -9.01 1440 1243 1390 1372 1378 -4.3% 0.4% 86 6% 121 9.7% 129 9.3% 101 7.4% 123 8.9% 43% 21.8% 3,331억
ND 한국카본 (017960)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
10,850( -1.54) -2.69 -0.82 -3.04 -12.5 0.84 1338 1556 2019 1827 1942 45.1% 6.3% 78 5.8% 46 3% 2 0.1% 26 1.4% 177 9.1% 126.9% 580.8% 5,632억
선박평형수 처리장치
ND 한라IMS (092460)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
6,380( -0.93) -3.48 -5.34 -4.35 -9.5 -11.27 203 173 192 231 255 25.6% 10.4% 12 5.9% 15 8.7% 15 7.8% 39 16.9% 39 15.3% 225% 0% 1,091억