전장파워트레인

전기모터/인버터/감속기
HL만도 -2.99 3.42 24.25 40.19 31.07
HL만도 -2.99 3.42 24.25 40.19 31.07
LG이노텍 7.61 5.02 9.64 40.14 33.83
LG전자 -0.2 -2.62 2.55 8.42 0.6
LS ELECTRIC 6.06 -3.05 7.55 33.23 200.58
PI첨단소재 -3.69 -5.61 -0.57 38.76 11.3
SNT모티브 1.2 0.54 -1.49 2.77 3.46
계양전기 0.78 1.51 -6.63 -1.89 -0.33
뉴인텍 -1.55 -3.3 -2.19 -2.31 -23.9
대성파인텍 1.95 0.51 0.61 1.84 -11.48
디아이씨 2.12 0.95 0.38 -1.3 10.3
명화공업
삼보모터스 2.46 0.18 5.24 7.97 -11.15
삼화콘덴서 -3.98 -4.74 -14.39 -4.41 20.89
서진오토모티브 2.03 -1.06 4.48 4.15 -11.4
우수AMS 6.14 8.36 4.36 11.07 -11.52
유니온머터리얼 -2.92 -2.56 -8.43 -4.49 -14.33
이지트로닉스 -1.69 0.43 1.6 0.57 -1.82
포스코인터내셔널 45.16 33.4 49.29 55.94 17.76
한국단자 9.96 8.66 10.45 19.35 10.12
현대모비스 6.09 6.82 3.52 0 -3.69
충전기/OBC
LS ELECTRIC 6.06 -3.05 7.55 33.23 200.58
SK시그넷
모트렉스이브이
솔루엠 -5.12 -9.37 -6.9 -12.06 -20.25
엠씨넥스 -4.64 0.44 -10.67 -4.24 -12.06
원익피앤이 -2.48 -0.95 -6.26 -9.33 -27.01
피에스텍 -1.6 -1.23 -1.11 11.08 11.08
효성 -1.86 -3.33 -6.45 3.02 -8.23
배터리/BMS/FPCB
LG에너지솔루션 -4.67 1.36 -10.62 -10.74 -15.35
PI첨단소재 -3.69 -5.61 -0.57 38.76 11.3
SK온
뉴프렉스 -7.18 -7.31 -13.62 -10.4 -28.96
두산전자
비에이치 -2.51 -5.27 -0.43 43.78 32.37
삼기이브이 -2.52 -1.81 -7.51 -9.97 -8.6
삼성SDI -3.05 1.06 -11.6 -6.04 -3.42
성우하이텍 10.62 9.06 4.86 2.54 -3.13
알루코 -0.5 -3.37 -8.51 -10.42 -13.75
이브이첨단소재 1.46 -7.96 3.74 14.91 -14.62
전기모터/인버터/감속기
ND HL만도 (204320) : 모터, 회생제동 시스템(운동에너지->전기에너지,브레아크 페달링 시 모터가 엔진->발전기 기능)
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-2.99 3.42 24.25 40.19 31.07 19967 20867 21191 21904 21073 5.5% -3.8% 702 3.5% 769 3.7% 815 3.8% 506 2.3% 756 3.6% 7.7% 49.4% 21,295억
ND HL만도 (204320) : 회생제동 시스템
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-2.99 3.42 24.25 40.19 31.07 19967 20867 21191 21904 21073 5.5% -3.8% 702 3.5% 769 3.7% 815 3.8% 506 2.3% 756 3.6% 7.7% 49.4% 21,295억
ND LG이노텍 (011070) : 현가, 조향모터, 인터버, BMS
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
7.61 5.02 9.64 40.14 33.83 43759 39072 47636 75586 43336 -1% -42.7% 1453 3.3% 183 0.5% 1834 3.9% 4837 6.4% 1760 4.1% 21.1% -63.6% 61,889억
ND LG전자 (066570) : 모더,인터버
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-0.2 -2.62 2.55 8.42 0.6 204159 199984 207094 231040 210959 3.3% -8.7% 14974 7.3% 7419 3.7% 9967 4.8% 3130 1.4% 13354 6.3% -10.8% 326.6% 164,302억
ND LS ELECTRIC (010120) : EV-Relay, PCU(Power Control Unit)
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
6.06 -3.05 7.55 33.23 200.58 9758 12017 10226 10302 10386 6.4% 0.8% 818 8.4% 1049 8.7% 701 6.9% 680 6.6% 937 9% 14.5% 37.8% 61,950억
ND PI첨단소재 (178920) : PI바니쉬(전기모터 권선 코일)
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-3.69 -5.61 -0.57 38.76 11.3 426 602 614 534 518 21.6% -3% -117 0% 25 4.2% 42 6.8% 11 2.1% 24 4.6% 흑전 118.2% 7,664억
ND SNT모티브 (064960) : 구동모터 부품, HSG(시동/발전)모터 등
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
1.2 0.54 -1.49 2.77 3.46 2858 2889 2767 2847 2220 -22.3% -22% 269 9.4% 285 9.9% 289 10.4% 323 11.3% 220 9.9% -18.2% -31.9% 6,770억
ND 계양전기 (012200) : ISG모터(Idle, Start & Go), HSG(Hybrid Starting & Generating)모터
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
0.78 1.51 -6.63 -1.89 -0.33 928 982 964 942 980 5.6% 4% 0.5% -3 0% -10 0% -30 0% -23 0% 적전 적자 494억
ND 뉴인텍 (012340) : 인버터용 콘덴서
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-1.55 -3.3 -2.19 -2.31 -23.9 213 225 181 171 196 -8% 14.6% -11 0% -15 0% -34 0% -50 0% -9 0% 적자 적자 229억
ND 대성파인텍 (104040) : 금형 및 프레스 가공 전문업체(LG그룹 전장 부품 금형 공급)
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
1.95 0.51 0.61 1.84 -11.48 68 83 66 77 80 17.6% 3.9% -3 0% -3 0% -16 0% -12 0% 1.3% 흑전 흑전 311억
ND 디아이씨 (092200) : 감속기 생산, 인휠모터 개발
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
2.12 0.95 0.38 -1.3 10.3 1798 1917 1734 1835 1738 -3.3% -5.3% 92 5.1% 96 5% 99 5.7% 72 3.9% 48 2.8% -47.8% -33.3% 2,061억
비상장명화공업 : 전장용 오일, 워터펌프 등 -> 엠씨넥스 모듈 조립
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
ND 삼보모터스 (053700) : 전기차용 감속기
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
2.46 0.18 5.24 7.97 -11.15 3425 3660 3521 3799 3704 8.1% -2.5% 133 3.9% 140 3.8% 141 4% 102 2.7% 200 5.4% 50.4% 96.1% 1,184억
ND 삼화콘덴서 (001820) : 인버터용 콘덴서
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-3.98 -4.74 -14.39 -4.41 20.89 653 774 747 634 736 12.7% 16.1% 66 10.1% 90 11.6% 84 11.2% -4 0% 71 9.6% 7.6% 흑전 4,391억
ND 서진오토모티브 (122690) : 구동품생산, 전기차용 감속기 개발
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
2.03 -1.06 4.48 4.15 -11.4 5693 5854 5638 7333 6458 13.4% -11.9% 165 2.9% 212 3.6% 229 4.1% 131 1.8% 212 3.3% 28.5% 61.8% 686억
ND 우수AMS (066590) : 감속기 부품 생산
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
6.14 8.36 4.36 11.07 -11.52 959 954 927 638 879 -8.3% 37.8% 28 2.9% 13 1.4% 19 2% 22 3.4% 26 3% -7.1% 18.2% 1,215억
ND 유니온머터리얼 (047400) : 모터용 자석(페라이트 마그넷)과 절삭공구용 세라믹 제품
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-2.92 -2.56 -8.43 -4.49 -14.33 275 310 306 271 282 2.5% 4.1% -9 0% -5 0% -8 0% -23 0% -48 0% 적자 적자 1,117억
ND 이지트로닉스 (377330) : 전력변환부품 생산(인버터, 컨버터)
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-1.69 0.43 1.6 0.57 -1.82 30 88 59 175 108 260% -38.3% -10 0% -7 0% -5 0% 1.1% -9 0% 적자 적전 566억
ND 포스코인터내셔널 (047050) : Stator(고정자), Rotor(회전자) 용 Shaft(축) 제조
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
45.16 33.4 49.29 55.94 17.76 83066 88654 80459 79094 77605 -6.6% -1.9% 2796 3.4% 3572 4% 3117 3.9% 2146 2.7% 2654 3.4% -5.1% 23.7% 120,155억
ND 한국단자 (025540) : 자동차용 커넥터
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
9.96 8.66 10.45 19.35 10.12 3159 3330 3185 3295 3521 16% -0.7% 196 6.2% 344 10.3% 328 10.3% 249 7.6% 347 9.9% 180% -29% 7,707억
ND 현대모비스 (012330) : 모터,인버터,감속기,EPCU(Electric Power Control Unit), LDC(DC-DC Converter),VCU
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
6.09 6.82 3.52 0 -3.69 146670 156849 142302 146722 138692 -5.4% -5.5% 4181 2.9% 6637 4.2% 6902 4.9% 5232 3.6% 5427 3.9% 29.8% 3.7% 221,569억
충전기/OBC
ND LS ELECTRIC (010120) : EV, ESS용 충전기
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
6.06 -3.05 7.55 33.23 200.58 9758 12017 10226 10302 10386 6.4% 0.8% 818 8.4% 1049 8.7% 701 6.9% 680 6.6% 937 9% 14.5% 37.8% 61,950억
비상장SK시그넷 : EV충전기
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
비상장모트렉스이브이 : 충전기모듈
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
ND 솔루엠 (248070) : 전기차 충전기용 파워모듈
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-5.12 -9.37 -6.9 -12.06 -20.25 5796 5234 5291 3188 3848 -33.6% 20.7% 502 8.7% 441 8.4% 452 8.5% 148 4.6% 202 5.2% -59.8% 36.5% 11,126억
ND 엠씨넥스 (097520) : OBC(On Board Charger)모듈 사업 진출(예정)
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-4.64 0.44 -10.67 -4.24 -12.06 2510 1922 2364 2528 2878 14.7% 13.8% 28 1.1% -22 0% 104 4.4% 73 2.9% 152 5.3% 442.9% 108.2% 4,062억
ND 원익피앤이 (217820) : 충전기용 관련 장비
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-2.48 -0.95 -6.26 -9.33 -27.01 178 322 290 2276 731 356.4% -93.3% -96 0% -53 0% -82 0% 260 11.4% -232 0% 적자 적전 2,001억
ND 피에스텍 (002230) : 충전기용 전력 계측기
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-1.6 -1.23 -1.11 11.08 11.08 167 163 156 209 171 2.4% -18.2% 2.4% 3.1% 1.3% -3 0% 2.9% 25% 흑전 776억
ND 효성 (004800) : 충전시스템 구축
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-1.86 -3.33 -6.45 3.02 -8.23 8004 9064 8051 9248 8368 4.5% -9.5% 119 1.5% 186 2.1% 443 5.5% 195 2.1% 255 3% 114.3% 30.8% 12,221억
배터리/BMS/FPCB
ND LG에너지솔루션 (373220) : 배터리셀,모듈,팩
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-4.67 1.36 -10.62 -10.74 -15.35 87471 87734 82235 80013 61287 -29.9% -23.4% 6332 7.2% 4605 5.2% 7312 8.9% 3382 4.2% 1573 2.6% -75.2% -53.5% 78조
ND PI첨단소재 (178920) : PI(폴리이미드):배터리 절연용 소재 -> 높은 내열성, 내구성으로 전잔용 FPCB의 필수 재료로 사용
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-3.69 -5.61 -0.57 38.76 11.3 426 602 614 534 518 21.6% -3% -117 0% 25 4.2% 42 6.8% 11 2.1% 24 4.6% 흑전 118.2% 7,664억
비상장SK온 : 배터리셀,모듈,팩
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
ND 뉴프렉스 (085670) : EV BMS 케이블(FPCB)
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-7.18 -7.31 -13.62 -10.4 -28.96 535 384 508 523 509 -4.9% -2.7% 14 2.6% -15 0% 61 12% 53 10.1% 48 9.4% 242.9% -9.4% 1,643억
비상장두산전자 : EV BMS 케이블(FPCB)
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
ND 비에이치 (090460) : EV BMS 케이블(FPCB)
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-2.51 -5.27 -0.43 43.78 32.37 3139 3052 4561 5166 2989 -4.8% -42.1% 89 2.8% 97 3.2% 508 11.1% 153 3% 84 2.8% -5.6% -45.1% 8,047억
ND 삼기이브이 (419050) : EV용 이차전지 부품 사업(엔드플레이트, 이차전지 모듈 팩)
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-2.52 -1.81 -7.51 -9.97 -8.6 263 237 259 148 194 -26.2% 31.1% 3% 3.8% 10 3.9% -20 0% -15 0% 적전 적자 387억
ND 삼성SDI (006400) : 배터리셀,모듈,팩
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-3.05 1.06 -11.6 -6.04 -3.42 53548 58405 59481 55648 51309 -4.2% -7.8% 3754 7% 4501 7.7% 4960 8.3% 3117 5.6% 2674 5.2% -28.8% -14.2% 26조
ND 성우하이텍 (015750) : 배터리 팩(케이스, 모듈, 시스템)
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
10.62 9.06 4.86 2.54 -3.13 10634 10589 10165 11831 10307 -3.1% -12.9% 503 4.7% 470 4.4% 491 4.8% 1103 9.3% 429 4.2% -14.7% -61.1% 7,416억
ND 알루코 (001780) : EV 배터리 케이스(경량화 부품/소재)
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
-0.5 -3.37 -8.51 -10.42 -13.75 1480 1427 1489 1515 1498 1.2% -1.1% 140 9.5% 94 6.6% 114 7.7% 27 1.8% 143 9.5% 2.1% 429.6% 2,708억
ND 이브이첨단소재 (131400) : 가전, EV BMS 케이블(FPCB)
7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
1.46 -7.96 3.74 14.91 -14.62 166 172 175 114 180 8.4% 57.9% 1.2% -2 0% 0% -56 0% 5% 350% 흑전 1,642억