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 -6.63 0.27 17.12 31.89 71.03
HSD엔진 -4.69 -3.72 0.35 2.52 25.61
STX엔진 -10.42 -13.48 -5.49 -10.97 -10.97
엔진부품
대창솔루션 5.02 39.85 36.8 54.79 65.69
삼영엠텍 4.46 7.54 16.53 2.63 23.42
인화정공 -5.37 -9.51 -4.37 -11.4 6.95
태웅 -7.24 8.47 18.73 113.96 135.91
피팅 및 밸브
디케이락 -4.33 0.99 5.42 5.83 8.07
성광벤드 -4.94 -11.56 10.97 7.57 7.37
태광 0 -3.65 11.76 0.48 -11.34
하이록코리아 -1.31 -2.43 7.1 4.87 5.42
선실
세진중공업 -6.46 -8.11 2.42 29.27 35.71
오리엔탈정공 -1.05 -5.33 -5.8 3.84 12.48
조명
대양전기공업 2.58 4.61 14.39 24.09 39.07
크레인
상상인인더스트리 -4.55 -10.55 -2 -6.57 -12.15
오리엔탈정공 -1.05 -5.33 -5.8 3.84 12.48
배관
동방선기 -3.81 -8.7 -6.58 -7.34 8.95
LPG/LNG탱크
세진중공업 -6.46 -8.11 2.42 29.27 35.71
LNG탱크 보냉재
동성화인텍 -1.69 -6.25 1.74 3.14 15.13
한국카본 2.56 2.56 18.72 32.05 69.16
선박평형수 처리장치
한라IMS -6.49 -12.1 -4.66 -4.56 4.02
엔진
ND HD한국조선해양 (009540)
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
-6.63 0.27 17.12 31.89 71.03 55156 66155 62458 71616 67717 13.9% -7.9% 1602 2.9% 3764 5.7% 3984 6.4% 4989 7% 8592 12.7% 흑전 -0.5% 259,029억
ND HSD엔진 (082740)
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
-4.69 -3.72 0.35 2.52 25.61 2934 2865 2961 3262 3182 8.5% -2.5% 194 6.6% 186 6.5% 153 5.2% 182 5.6% 223 7% 14.9% 22.5% 23,740억
ND STX엔진 (077970)
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
-10.42 -13.48 -5.49 -10.97 -10.97 1155 1973 1939 2177 1391 20.4% -36.1% 68 5.9% 217 11% 54 2.8% 82 3.8% 154 11.1% 126.5% 87.8% 4,946억
엔진부품
ND 대창솔루션 (096350)
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
5.02 39.85 36.8 54.79 65.69 167 140 129 177 103 -38.3% -41.8% 9 5.4% -1 0% -6 0% 2 1.1% -11 0% 적전 적전 925억
ND 삼영엠텍 (054540)
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
4.46 7.54 16.53 2.63 23.42 265 340 285 289 263 -0.8% -9% 27 10.2% 14 4.1% 27 9.5% 34 11.8% 28 10.6% 3.7% -17.6% 760억
ND 인화정공 (101930)
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
-5.37 -9.51 -4.37 -11.4 6.95 217 254 205 248 285 31.3% 14.9% 11 5.1% 45 17.7% 11 5.4% 32 12.9% 26 9.1% 136.4% -18.8% 3,476억
ND 태웅 (044490)
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
-7.24 8.47 18.73 113.96 135.91 901 1007 876 1079 856 -5% -20.7% 64 7.1% 64 6.4% 39 4.5% 60 5.6% 9 1.1% -85.9% -85% 6,532억
피팅 및 밸브
ND 디케이락 (105740)
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
-4.33 0.99 5.42 5.83 8.07 238 244 247 254 210 -11.8% -17.3% 2 0.8% 3 1.2% -4 0% -3 0% 14 6.7% 600% 흑전 829억
ND 성광벤드 (014620)
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
-4.94 -11.56 10.97 7.57 7.37 572 669 454 582 637 11.4% 9.5% 99 17.3% 204 30.5% 78 17.2% 39 6.7% 107 16.8% 8.1% 174.4% 8,537억
ND 태광 (023160)
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
0 -3.65 11.76 0.48 -11.34 734 655 618 661 626 -14.7% -5.3% 129 17.6% 98 15% 76 12.3% 96 14.5% 74 11.8% -42.6% -22.9% 5,591억
ND 하이록코리아 (013030)
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
-1.31 -2.43 7.1 4.87 5.42 497 461 453 494 490 -1.4% -0.8% 153 30.8% 147 31.9% 137 30.2% 64 13% 127 25.9% -17% 98.4% 3,876억
선실
ND 세진중공업 (075580)
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
-6.46 -8.11 2.42 29.27 35.71 860 808 741 1112 984 14.4% -11.5% 42 4.9% 79 9.8% 6 0.8% 230 20.7% 178 18.1% 323.8% -22.6% 6,503억
ND 오리엔탈정공 (014940)
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
-1.05 -5.33 -5.8 3.84 12.48 431 551 522 568 510 18.3% -10.2% 41 9.5% 68 12.3% 96 18.4% 40 7% 81 15.9% 97.6% 102.5% 2,588억
조명
ND 대양전기공업 (108380)
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
2.58 4.61 14.39 24.09 39.07 413 499 447 602 556 34.6% -7.6% 24 5.8% 30 6% 29 6.5% 72 12% 57 10.3% 137.5% -20.8% 2,281억
크레인
ND 상상인인더스트리 (101000)
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
-4.55 -10.55 -2 -6.57 -12.15 153 55 60 81 90 -41.2% 11.1% 25 16.3% 6 10.9% -10 0% -10 0% -17 0% 적전 적자 664억
ND 오리엔탈정공 (014940)
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
-1.05 -5.33 -5.8 3.84 12.48 431 551 522 568 510 18.3% -10.2% 41 9.5% 68 12.3% 96 18.4% 40 7% 81 15.9% 97.6% 102.5% 2,588억
배관
ND 동방선기 (099410)
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
-3.81 -8.7 -6.58 -7.34 8.95 56 77 92 131 84 50% -35.9% -1 0% 7 9.1% 9 9.8% 25 19.1% 4 4.8% 흑전 -84% 477억
LPG/LNG탱크
ND 세진중공업 (075580)
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
-6.46 -8.11 2.42 29.27 35.71 860 808 741 1112 984 14.4% -11.5% 42 4.9% 79 9.8% 6 0.8% 230 20.7% 178 18.1% 323.8% -22.6% 6,503억
LNG탱크 보냉재
ND 동성화인텍 (033500)
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
-1.69 -6.25 1.74 3.14 15.13 1372 1378 1365 1858 1723 25.6% -7.3% 101 7.4% 123 8.9% 114 8.4% 201 10.8% 125 7.3% 23.8% -37.8% 7,872억
ND 한국카본 (017960)
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
2.56 2.56 18.72 32.05 69.16 1827 1942 1706 1942 2245 22.9% 15.6% 26 1.4% 177 9.1% 76 4.5% 173 8.9% 311 13.9% 1096.2% 79.8% 13,496억
선박평형수 처리장치
ND 한라IMS (092460)
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
-6.49 -12.1 -4.66 -4.56 4.02 231 255 232 322 265 14.7% -17.7% 39 16.9% 39 15.3% 31 13.4% 48 14.9% 51 19.2% 30.8% 6.3% 1,503억