2차전지 장비주

LG에너지솔루션
전극
씨아이에스 -0.86 -0.43 -5.23 -11.45 -1.71
윤성에프엔씨 11.84 14.67 4.94 5.59 25
티에스아이 1.1 -0.36 0 1.1 6.8
피엔티 -2.21 -0.26 -5.4 10.74 11.72
조립
디에이테크놀로지 INF INF INF INF INF
디이엔티 3.63 1.13 -3.83 -17.04 20.77
신진엠텍
이티에스
풍산 9.44 11.01 15.07 -17.59 125.04
활성화
에이프로 1.22 -2.02 -13.41 -16.88 -3.49
와이티에스
지피아이
자동화/검사/모듈
아바코 7.7 13.65 20.38 16.51 15.98
엔시스 -0.55 1.27 -3.5 -8.08 4.52
이노메트리 4.9 5.62 -1.41 -2.41 -3.5
인텍플러스 18.56 36.15 81.2 96.69 83.12
코윈테크 34.65 46.33 48.77 45.65 57.79
삼성SDI
전극
씨아이에스 -0.86 -0.43 -5.23 -11.45 -1.71
제일엠엔에스
피엔티 -2.21 -0.26 -5.4 10.74 11.72
조립
필에너지
하나기술 0.96 14.57 7.33 9.56 40.68
활성화
갑진
원익피앤이 3.95 5.75 -4.66 -12.38 3.56
자동화/검사/모듈
넥스타
엔시스 -0.55 1.27 -3.5 -8.08 4.52
이노메트리 4.9 5.62 -1.41 -2.41 -3.5
코윈테크 34.65 46.33 48.77 45.65 57.79
SK온
전극
윤성에프엔씨 11.84 14.67 4.94 5.59 25
피엔티 -2.21 -0.26 -5.4 10.74 11.72
조립
엠플러스 14.02 15.57 29.95 48.74 75.68
우원기술
유일에너테크 -1.71 -3.64 -5.8 -12.9 5.78
하나기술 0.96 14.57 7.33 9.56 40.68
활성화
갑진
엔에스
원익피앤이 3.95 5.75 -4.66 -12.38 3.56
자동화/검사
디아이티 6.34 19.69 17.87 0.87 9.95
에스에프에이 9.85 11.52 15.28 3.22 20.14
에스엠코어 -1.36 13.39 30.56 18.54 3.64
이노메트리 4.9 5.62 -1.41 -2.41 -3.5
인텍플러스 18.56 36.15 81.2 96.69 83.12
톱텍 2.37 2.04 3.71 -9.77 17.7
LG에너지솔루션
ND 씨아이에스 (222080) : 코팅/슬리팅
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-0.86 -0.43 -5.23 -11.45 -1.71 1343 1490 1305 1078 1296 397.4% 42% 249 18.5% -80 0% 239 18.3% 170 15.8% 13 1% 441.3% 36.1% 5,323억
ND 윤성에프엔씨 (372170) : 믹싱
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
11.84 14.67 4.94 5.59 25 683 359 767 297 289 95.7% -24.4% 80 11.7% 2.2% 135 17.6% -5 0% -56 0% 1500% -14% 2,712억
ND 티에스아이 (277880) : 믹싱
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
1.1 -0.36 0 1.1 6.8 770 437 863 644 557 79.1% 18.8% 69 9% 29 6.6% 34 3.9% 20 3.1% 22 3.9% 762.5% 187.5% 1,108억
US피엔티 : 코팅
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-2.21 -0.26 -5.4 10.74 11.72 2405 2008 3891 1518 1134 156.9% 17.7% 261 10.9% 309 15.4% 680 17.5% 141 9.3% 225 19.8% 60.1% -31.3% 8,939억
ND 디에이테크놀로지 (196490) : 스태킹
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
INF INF INF INF INF 54억
ND 디이엔티 (079810) : 노칭
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
3.63 1.13 -3.83 -17.04 20.77 197 357 477 160 237 20.3% 48.1% -5 0% 20 5.6% 23 4.8% 12 7.5% 2.1% 흑전 -58.3% 1,383억
비상장신진엠텍 : 스태킹
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
비상장이티에스 : TW/PKG
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
ND 풍산 (103140) : TW/PKG
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
9.44 11.01 15.07 -17.59 125.04 12336 11292 12280 11559 12940 4.9% 11.9% 1613 13.1% 744 6.6% 339 2.8% 697 6% 936 7.2% -42% 34.3% 37,020억
ND 에이프로 (262260) : 포메이션/IR/OCV
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
1.22 -2.02 -13.41 -16.88 -3.49 324 361 763 681 338 -21.2% -41.3% -21 0% -5 0% 26 3.4% 39 5.7% -54 0% 적전 적전 840억
비상장와이티에스 : 디개싱
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
비상장지피아이 : 디개싱
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
ND 아바코 (083930) : 자동화
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
7.7 13.65 20.38 16.51 15.98 579 975 1036 260 1591 -10.8% 25.1% 26 4.5% 74 7.6% 73 7% -33 0% 194 12.2% -16.1% -13.3% 2,272억
ND 엔시스 (333620) : 전체검사
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-0.55 1.27 -3.5 -8.08 4.52 177 192 125 124 156 -11.9% 25.8% 46 26% 31 16.1% 3.2% 12 9.7% -46 0% 적전 적전 756억
ND 이노메트리 (302430) : 전체검사
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
4.9 5.62 -1.41 -2.41 -3.5 163 132 90 86 106 -35% 23.3% 15 9.2% 6.8% -104 0% -21 0% 8.5% -40% 흑전 758억
ND 인텍플러스 (064290) : 전체검사
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
18.56 36.15 81.2 96.69 83.12 229 175 244 144 251 9.6% 74.3% -51 0% -18 0% -61 0% -44 0% 15 6% 흑전 흑전 2,219억
ND 코윈테크 (282880) : 자동화
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
34.65 46.33 48.77 45.65 57.79 694 876 338 263 481 -27.5% 30% 92 13.3% 80 9.1% -130 0% -25 0% -2 0% -27% 흑전 2,086억
삼성SDI
ND 씨아이에스 (222080) : 압연/슬리팅
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-0.86 -0.43 -5.23 -11.45 -1.71 1343 1490 1305 1078 1296 397.4% 42% 249 18.5% -80 0% 239 18.3% 170 15.8% 13 1% 441.3% 36.1% 5,323억
비상장제일엠엔에스 : 믹싱
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
ND 피엔티 (137400) : 코팅
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-2.21 -0.26 -5.4 10.74 11.72 2405 2008 3891 1518 1134 156.9% 17.7% 261 10.9% 309 15.4% 680 17.5% 141 9.3% 225 19.8% 60.1% -31.3% 8,939억
비상장필에너지 : 노칭/스태킹
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
ND 하나기술 (299030) : TW/PKG
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
0.96 14.57 7.33 9.56 40.68 131 231 256 143 172 -64.2% -59.4% -61 0% -56 0% -94 0% -15 0% -30 0% 적전 적자 2,106억
비상장갑진 : 포메이션/OCV등
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
ND 원익피앤이 (217820) : 포메이션/OCV등
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
3.95 5.75 -4.66 -12.38 3.56 234 263 1719 1547 667 -27.3% -68% -179 0% -161 0% 87 5.1% 90 5.8% -17 0% 적자 적자 1,309억
비상장넥스타 : 전체검사
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
ND 엔시스 (333620) : 전체검사
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-0.55 1.27 -3.5 -8.08 4.52 177 192 125 124 156 -11.9% 25.8% 46 26% 31 16.1% 3.2% 12 9.7% -46 0% 적전 적전 756억
ND 이노메트리 (302430) : 전체검사
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
4.9 5.62 -1.41 -2.41 -3.5 163 132 90 86 106 -35% 23.3% 15 9.2% 6.8% -104 0% -21 0% 8.5% -40% 흑전 758억
ND 코윈테크 (282880) : 자동화
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
34.65 46.33 48.77 45.65 57.79 694 876 338 263 481 -27.5% 30% 92 13.3% 80 9.1% -130 0% -25 0% -2 0% -27% 흑전 2,086억
SK온
ND 윤성에프엔씨 (372170) : 믹싱
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
11.84 14.67 4.94 5.59 25 683 359 767 297 289 95.7% -24.4% 80 11.7% 2.2% 135 17.6% -5 0% -56 0% 1500% -14% 2,712억
ND 피엔티 (137400) : 코팅/압연/슬리팅
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-2.21 -0.26 -5.4 10.74 11.72 2405 2008 3891 1518 1134 156.9% 17.7% 261 10.9% 309 15.4% 680 17.5% 141 9.3% 225 19.8% 60.1% -31.3% 8,939억
ND 엠플러스 (259630) : 스태킹/PKG
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
14.02 15.57 29.95 48.74 75.68 188 266 617 232 595 -87.4% -12.6% -15 0% 42 15.8% 43 7% 23 9.9% 122 20.5% 적전 적전 1,667억
비상장우원기술 : 노칭/스태킹
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
ND 유일에너테크 (340930) : 노칭
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-1.71 -3.64 -5.8 -12.9 5.78 268 79 169 93 169 46.4% 243.6% -18 0% -60 0% -70 0% 4.3% -28 0% 적자 적자 588억
ND 하나기술 (299030) : TW/PKG
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
0.96 14.57 7.33 9.56 40.68 131 231 256 143 172 -64.2% -59.4% -61 0% -56 0% -94 0% -15 0% -30 0% 적전 적자 2,106억
비상장갑진 : 포메이션/OCV
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
비상장엔에스 : 디개싱
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
ND 원익피앤이 (217820) : 포메이션/OCV
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
3.95 5.75 -4.66 -12.38 3.56 234 263 1719 1547 667 -27.3% -68% -179 0% -161 0% 87 5.1% 90 5.8% -17 0% 적자 적자 1,309억
ND 디아이티 (110990) : 전체검사
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
6.34 19.69 17.87 0.87 9.95 307 164 492 216 290 -5.5% 34.3% 68 22.1% 31 18.9% 106 21.5% 52 24.1% 84 29% 23.5% 61.5% 2,630억
ND 에스에프에이 (056190) : 자동화
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
9.85 11.52 15.28 3.22 20.14 5561 4505 4656 3983 4450 32.8% -2.9% 544 9.8% -1496 0% -79 0% 290 7.3% 211 4.7% 155.4% -0.4% 9,210억
ND 에스엠코어 (007820) : 자동화
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-1.36 13.39 30.56 18.54 3.64 323 494 559 481 378 17% -21.4% 21 6.5% 21 4.3% 16 2.9% 19 4% 0.8% -85.7% -84.2% 941억
ND 이노메트리 (302430) : 전체검사
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
4.9 5.62 -1.41 -2.41 -3.5 163 132 90 86 106 -35% 23.3% 15 9.2% 6.8% -104 0% -21 0% 8.5% -40% 흑전 758억
ND 인텍플러스 (064290) : 전체검사
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
18.56 36.15 81.2 96.69 83.12 229 175 244 144 251 9.6% 74.3% -51 0% -18 0% -61 0% -44 0% 15 6% 흑전 흑전 2,219억
ND 톱텍 (108230) : 자동화
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
2.37 2.04 3.71 -9.77 17.7 977 539 875 453 258 -73.6% -43% -8 0% -99 0% -57 0% -4 0% -63 0% 적자 적자 1,808억