우주항공 밸류체인

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
위성 개발/제조
위성본체
AP위성 18,020( 17.01) INF INF INF INF INF
쎄트렉아이 167,000( 5.9) INF INF INF INF INF
한국항공우주 161,700( 0.37) INF INF INF INF INF
한화시스템 106,100( 1.73) INF INF INF INF INF
위성탑재체
LIG넥스원 839,000( 0.6) INF INF INF INF INF
쎄트렉아이 167,000( 5.9) INF INF INF INF INF
아이쓰리시스템 83,400( -3.25) INF INF INF INF INF
제노코 26,450( 3.93) INF INF INF INF INF
한화시스템 106,100( 1.73) INF INF INF INF INF
위성발사
발사체
한국항공우주 161,700( 0.37) INF INF INF INF INF
한화에어로스페이스 1,227,000( 0.9) INF INF INF INF INF
발사체 소재/부품
제노코 26,450( 3.93) INF INF INF INF INF
켄코아에어로스페이스 25,950( 29.81) INF INF INF INF INF
엔진/추진
비츠로테크 14,520( 2.98) INF INF INF INF INF
한화에어로스페이스 1,227,000( 0.9) INF INF INF INF INF
지상장비
위성지상국
LIG넥스원 839,000( 0.6) INF INF INF INF INF
인텔리안테크 167,000( 3.09) INF INF INF INF INF
제노코 26,450( 3.93) INF INF INF INF INF
한화시스템 106,100( 1.73) INF INF INF INF INF
위성통신 게이트웨이
인텔리안테크 167,000( 3.09) INF INF INF INF INF
한화시스템 106,100( 1.73) INF INF INF INF INF
지상 단말
AP위성 18,020( 17.01) INF INF INF INF INF
LIG넥스원 839,000( 0.6) INF INF INF INF INF
한화시스템 106,100( 1.73) INF INF INF INF INF
위성활용 서비스
관측영상 서비스
쎄트렉아이 167,000( 5.9) INF INF INF INF INF
한국항공우주 161,700( 0.37) INF INF INF INF INF
한글과컴퓨터 19,520( 0.93) INF INF INF INF INF
위성항법 시스템
AP위성 18,020( 17.01) INF INF INF INF INF
LIG넥스원 839,000( 0.6) INF INF INF INF INF
대한항공 25,550( -1.92) INF INF INF INF INF
위성 개발/제조
ND AP위성 (211270) : 위성통신 단말기 44%, 인공위성 및 부분품 개발 52%
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
18,020( 17.01) INF INF INF INF INF 268 102 163 54 158 38.9% 111% 17 6.3% -7 0% -19 0% -24 0% 8 5.1% -61.4% -46.9% 2,717억
ND 쎄트렉아이 (099320)
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
167,000( 5.9) INF INF INF INF INF 484 400 444 504 720 28.4% 10.8% 12 2.5% 17 4.3% 20 4.5% 25 5% 39 5.4% 흑전 50% 18,288억
ND 한국항공우주 (047810)
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
161,700( 0.37) INF INF INF INF INF 10948 6993 8283 7021 14667 34% 108.9% 421 3.8% 468 6.7% 852 10.3% 602 8.6% 770 5.2% 82.9% 27.9% 157,617억
ND 한화시스템 (272210)
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
106,100( 1.73) INF INF INF INF INF 9327 6901 7682 8077 13981 49.9% 73.1% 432 4.6% 582 8.4% 335 4.4% 225 2.8% 93 0.7% -78.5% -58.7% 200,443억
ND LIG넥스원 (079550)
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
839,000( 0.6) INF INF INF INF INF 11687 9076 9454 10492 14048 71.9% 57.9% 617 5.3% 1136 12.5% 776 8.2% 896 8.5% 421 3% 67.7% 18.9% 184,580억
ND 쎄트렉아이 (099320)
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
167,000( 5.9) INF INF INF INF INF 484 400 444 504 720 28.4% 10.8% 12 2.5% 17 4.3% 20 4.5% 25 5% 39 5.4% 흑전 50% 18,288억
ND 아이쓰리시스템 (214430) : 적외선 센서
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
83,400( -3.25) INF INF INF INF INF 300 381 253 324 285 -5% -12% 36 12% 58 15.2% 26 10.3% 42 13% 38 13.3% 5.6% -9.5% 6,094억
ND 제노코 (361390)
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
26,450( 3.93) INF INF INF INF INF 139 105 139 179 172 23.7% -3.9% 4 2.9% -8 0% -13 0% 4 2.2% -1 0% 적전 적전 2,487억
ND 한화시스템 (272210)
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
106,100( 1.73) INF INF INF INF INF 9327 6901 7682 8077 13981 49.9% 73.1% 432 4.6% 582 8.4% 335 4.4% 225 2.8% 93 0.7% -78.5% -58.7% 200,443억
위성발사
ND 한국항공우주 (047810)
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
161,700( 0.37) INF INF INF INF INF 10948 6993 8283 7021 14667 34% 108.9% 421 3.8% 468 6.7% 852 10.3% 602 8.6% 770 5.2% 82.9% 27.9% 157,617억
ND 한화에어로스페이스 (012450)
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
1,227,000( 0.9) INF INF INF INF INF 48250 54842 62735 64865 84212 74.5% 29.8% 8997 18.6% 5608 10.2% 8644 13.8% 8564 13.2% 8077 9.6% -10.2% -5.7% 632,682억
ND 제노코 (361390)
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
26,450( 3.93) INF INF INF INF INF 139 105 139 179 172 23.7% -3.9% 4 2.9% -8 0% -13 0% 4 2.2% -1 0% 적전 적전 2,487억
ND 켄코아에어로스페이스 (274090)
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
25,950( 29.81) INF INF INF INF INF 191 168 215 178 200 4.7% 12.4% -42 0% 1 0.6% -18 0% -43 0% -30 0% 적자 적자 3,557억
ND 비츠로테크 (042370) : 연소기/가스발생기
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
14,520( 2.98) INF INF INF INF INF 1365 977 1045 1025 1276 -6.5% 24.5% 198 14.5% 114 11.7% 107 10.2% 153 14.9% 183 14.3% -7.6% 19.6% 3,804억
ND 한화에어로스페이스 (012450) : 엔진 조립
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
1,227,000( 0.9) INF INF INF INF INF 48250 54842 62735 64865 84212 74.5% 29.8% 8997 18.6% 5608 10.2% 8644 13.8% 8564 13.2% 8077 9.6% -10.2% -5.7% 632,682억
지상장비
ND LIG넥스원 (079550)
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
839,000( 0.6) INF INF INF INF INF 11687 9076 9454 10492 14048 71.9% 57.9% 617 5.3% 1136 12.5% 776 8.2% 896 8.5% 421 3% 67.7% 18.9% 184,580억
ND 인텔리안테크 (189300) : 안테나
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
167,000( 3.09) INF INF INF INF INF 769 433 747 772 1243 -10.8% 23.4% -53 0% -120 0% 17 2.3% 24 3.1% 197 15.8% 적전 적자 17,931억
ND 제노코 (361390)
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
26,450( 3.93) INF INF INF INF INF 139 105 139 179 172 23.7% -3.9% 4 2.9% -8 0% -13 0% 4 2.2% -1 0% 적전 적전 2,487억
ND 한화시스템 (272210)
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
106,100( 1.73) INF INF INF INF INF 9327 6901 7682 8077 13981 49.9% 73.1% 432 4.6% 582 8.4% 335 4.4% 225 2.8% 93 0.7% -78.5% -58.7% 200,443억
ND 인텔리안테크 (189300) : 안테나
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
167,000( 3.09) INF INF INF INF INF 769 433 747 772 1243 -10.8% 23.4% -53 0% -120 0% 17 2.3% 24 3.1% 197 15.8% 적전 적자 17,931억
ND 한화시스템 (272210)
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
106,100( 1.73) INF INF INF INF INF 9327 6901 7682 8077 13981 49.9% 73.1% 432 4.6% 582 8.4% 335 4.4% 225 2.8% 93 0.7% -78.5% -58.7% 200,443억
ND AP위성 (211270)
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
18,020( 17.01) INF INF INF INF INF 268 102 163 54 158 38.9% 111% 17 6.3% -7 0% -19 0% -24 0% 8 5.1% -61.4% -46.9% 2,717억
ND LIG넥스원 (079550)
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
839,000( 0.6) INF INF INF INF INF 11687 9076 9454 10492 14048 71.9% 57.9% 617 5.3% 1136 12.5% 776 8.2% 896 8.5% 421 3% 67.7% 18.9% 184,580억
ND 한화시스템 (272210)
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
106,100( 1.73) INF INF INF INF INF 9327 6901 7682 8077 13981 49.9% 73.1% 432 4.6% 582 8.4% 335 4.4% 225 2.8% 93 0.7% -78.5% -58.7% 200,443억
위성활용 서비스
ND 쎄트렉아이 (099320) : 위성영상판매
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
167,000( 5.9) INF INF INF INF INF 484 400 444 504 720 28.4% 10.8% 12 2.5% 17 4.3% 20 4.5% 25 5% 39 5.4% 흑전 50% 18,288억
ND 한국항공우주 (047810) : 메이사플래닛
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
161,700( 0.37) INF INF INF INF INF 10948 6993 8283 7021 14667 34% 108.9% 421 3.8% 468 6.7% 852 10.3% 602 8.6% 770 5.2% 82.9% 27.9% 157,617억
ND 한글과컴퓨터 (030520)
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
19,520( 0.93) INF INF INF INF INF 884 609 864 841 953 7.8% 13.3% 55 6.2% 83 13.6% 164 19% 124 14.7% -8 0% 적전 적전 4,719억
ND AP위성 (211270)
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
18,020( 17.01) INF INF INF INF INF 268 102 163 54 158 38.9% 111% 17 6.3% -7 0% -19 0% -24 0% 8 5.1% -61.4% -46.9% 2,717억
ND LIG넥스원 (079550)
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
839,000( 0.6) INF INF INF INF INF 11687 9076 9454 10492 14048 71.9% 57.9% 617 5.3% 1136 12.5% 776 8.2% 896 8.5% 421 3% 67.7% 18.9% 184,580억
ND 대한항공 (003490)
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
25,550( -1.92) INF INF INF INF INF 45018 64918 62107 60269 64960 44.3% 7.8% 4641 10.3% 4310 6.6% 3700 6% 1575 2.6% 1549 2.4% -66.6% -1.7% 94,080억