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 410,000( -1.44) INF INF INF INF INF
HSD엔진 68,400( -4.47) INF INF INF INF INF
STX엔진 44,650( -2.62) INF INF INF INF INF
엔진부품
대창솔루션 2,410( -1.63) INF INF INF INF INF
삼영엠텍 10,780( -1.82) INF INF INF INF INF
인화정공 11,670( -2.91) INF INF INF INF INF
태웅 40,700( -2.05) INF INF INF INF INF
피팅 및 밸브
디케이락 8,880( -1.33) INF INF INF INF INF
성광벤드 35,250( 2.32) INF INF INF INF INF
태광 35,250( 1.44) INF INF INF INF INF
하이록코리아 39,150( 1.56) INF INF INF INF INF
선실
세진중공업 15,950( -3.92) INF INF INF INF INF
오리엔탈정공 6,530( -3.26) INF INF INF INF INF
조명
대양전기공업 24,700( -2.18) INF INF INF INF INF
크레인
상상인인더스트리 1,538( 0.2) INF INF INF INF INF
오리엔탈정공 6,530( -3.26) INF INF INF INF INF
배관
동방선기 4,695( -3.49) INF INF INF INF INF
LPG/LNG탱크
세진중공업 15,950( -3.92) INF INF INF INF INF
LNG탱크 보냉재
동성화인텍 21,300( -4.7) INF INF INF INF INF
한국카본 36,650( -5.42) INF INF INF INF INF
선박평형수 처리장치
한라IMS 20,200( -3.35) INF INF INF INF INF
엔진
ND HD한국조선해양 (009540)
주가 7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
410,000( -1.44) INF INF INF INF INF 71616 67717 74284 75814 81516 19.6% 14.7% 4989 7% 8592 12.7% 9536 12.8% 10538 13.9% 10379 12.7% 209.9% 25.2% 290,169억
ND HSD엔진 (082740)
주가 7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
68,400( -4.47) INF INF INF INF INF 3262 3182 3877 2973 3678 12.8% 23.7% 182 5.6% 223 7% 338 8.7% 266 8.9% 473 12.9% 159.9% 77.8% 57,077억
ND STX엔진 (077970)
주가 7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
44,650( -2.62) INF INF INF INF INF 2177 1391 2136 1921 2444 12.3% 27.2% 82 3.8% 154 11.1% 333 15.6% 154 8% 53 2.2% -35.4% -65.6% 17,926억
엔진부품
ND 대창솔루션 (096350)
주가 7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
2,410( -1.63) INF INF INF INF INF 177 103 146 172 177 0% 2.9% 2 1.1% -11 0% -3 0% 12 7% 2 1.1% 0% -83.3% 888억
ND 삼영엠텍 (054540)
주가 7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
10,780( -1.82) INF INF INF INF INF 289 263 296 295 330 14.2% 11.9% 34 11.8% 28 10.6% 24 8.1% 34 11.5% 15 4.5% -55.9% -55.9% 1,401억
ND 인화정공 (101930)
주가 7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
11,670( -2.91) INF INF INF INF INF 248 285 251 288 254 2.4% -11.8% 32 12.9% 26 9.1% 44 17.5% 49 17% 35 13.8% 9.4% -28.6% 1,077억
ND 태웅 (044490)
주가 7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
40,700( -2.05) INF INF INF INF INF 1079 856 870 864 906 -16% 4.9% 60 5.6% 9 1.1% 47 5.4% 7 0.8% -14 0% 적전 적전 8,143억
피팅 및 밸브
ND 디케이락 (105740)
주가 7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
8,880( -1.33) INF INF INF INF INF 254 210 306 376 394 55.1% 4.8% -3 0% 14 6.7% 3 1% 67 17.8% 26 6.6% 흑전 -61.2% 902억
ND 성광벤드 (014620)
주가 7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
35,250( 2.32) INF INF INF INF INF 582 637 581 646 593 1.9% -8.2% 39 6.7% 107 16.8% 108 18.6% 117 18.1% 87 14.7% 123.1% -25.6% 9,361억
ND 태광 (023160)
주가 7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
35,250( 1.44) INF INF INF INF INF 661 626 723 814 806 21.9% -1% 96 14.5% 74 11.8% 77 10.7% 116 14.3% 121 15% 26% 4.3% 9,118억
ND 하이록코리아 (013030)
주가 7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
39,150( 1.56) INF INF INF INF INF 494 490 543 538 574 16.2% 6.7% 64 13% 127 25.9% 164 30.2% 142 26.4% 156 27.2% 143.8% 9.9% 4,607억
선실
ND 세진중공업 (075580)
주가 7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
15,950( -3.92) INF INF INF INF INF 1112 984 982 904 1155 3.9% 27.8% 230 20.7% 178 18.1% 87 8.9% 121 13.4% 346 30% 50.4% 186% 9,067억
ND 오리엔탈정공 (014940)
주가 7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
6,530( -3.26) INF INF INF INF INF 568 510 515 528 520 -8.5% -1.5% 40 7% 81 15.9% 62 12% 64 12.1% 35 6.7% -12.5% -45.3% 2,975억
조명
ND 대양전기공업 (108380)
주가 7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
24,700( -2.18) INF INF INF INF INF 602 556 563 615 564 -6.3% -8.3% 72 12% 57 10.3% 58 10.3% 77 12.5% 82 14.5% 13.9% 6.5% 2,363억
크레인
ND 상상인인더스트리 (101000)
주가 7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
1,538( 0.2) INF INF INF INF INF 81 90 112 -10 0% -17 0% -15 0% 463억
ND 오리엔탈정공 (014940)
주가 7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
6,530( -3.26) INF INF INF INF INF 568 510 515 528 520 -8.5% -1.5% 40 7% 81 15.9% 62 12% 64 12.1% 35 6.7% -12.5% -45.3% 2,975억
배관
ND 동방선기 (099410)
주가 7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
4,695( -3.49) INF INF INF INF INF 131 84 88 115 129 -1.5% 12.2% 25 19.1% 4 4.8% 7 8% 30 26.1% 51 39.5% 104% 70% 657억
LPG/LNG탱크
ND 세진중공업 (075580)
주가 7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
15,950( -3.92) INF INF INF INF INF 1112 984 982 904 1155 3.9% 27.8% 230 20.7% 178 18.1% 87 8.9% 121 13.4% 346 30% 50.4% 186% 9,067억
LNG탱크 보냉재
ND 동성화인텍 (033500)
주가 7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
21,300( -4.7) INF INF INF INF INF 1858 1723 1933 2011 1753 -5.7% -12.8% 201 10.8% 125 7.3% 169 8.7% 235 11.7% 196 11.2% -2.5% -16.6% 6,387억
ND 한국카본 (017960)
주가 7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
36,650( -5.42) INF INF INF INF INF 1942 2245 2312 2211 2318 19.4% 4.8% 173 8.9% 311 13.9% 316 13.7% 299 13.5% 383 16.5% 121.4% 28.1% 19,024억
선박평형수 처리장치
ND 한라IMS (092460)
주가 7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
20,200( -3.35) INF INF INF INF INF 322 265 356 317 395 22.7% 24.6% 48 14.9% 51 19.2% 61 17.1% 54 17% 56 14.2% 16.7% 3.7% 3,456억