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 -3.05 10.01 23.89 2.56 13.39
HSD엔진 15.79 56.86 96.87 62.96 104.89
STX엔진 7.5 40 90.12 86.95 81.18
엔진부품
대창솔루션 -5.43 -0.49 -6.02 35.63 30.41
삼영엠텍 -8.01 4.51 16.88 -1.25 -2.33
인화정공 -74 -74 -72.49 -69.62 -70.74
태웅 -0.56 7.51 6.96 49.3 105.83
피팅 및 밸브
디케이락 1.69 5.68 11.57 8.87 11.34
성광벤드 -2.42 20.21 29.07 32.57 80.19
태광 -2.02 3.6 28.99 63.59 112.21
하이록코리아 -4.02 7.55 21.63 14.82 43.58
선실
세진중공업 -4.64 8.96 21.38 4.16 18.1
오리엔탈정공 -4.91 9.67 20.85 -0.5 2.98
조명
대양전기공업 -0.16 7.96 23.81 -0.95 12.64
크레인
상상인인더스트리 INF INF INF INF INF
오리엔탈정공 -4.91 9.67 20.85 -0.5 2.98
배관
동방선기 3.1 12.75 15.51 -1.57 25.5
LPG/LNG탱크
세진중공업 -4.64 8.96 21.38 4.16 18.1
LNG탱크 보냉재
동성화인텍 -2.36 7.21 16 -1.53 14.4
한국카본 -2.46 -4.89 20.27 18.26 66
선박평형수 처리장치
한라IMS 5.17 22.51 37.2 34.99 23.24
엔진
ND HD한국조선해양 (009540)
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
-3.05 10.01 23.89 2.56 13.39 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% 326,617억
ND HSD엔진 (082740)
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
15.79 56.86 96.87 62.96 104.89 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% 73,433억
ND STX엔진 (077970)
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
7.5 40 90.12 86.95 81.18 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% 24,731억
엔진부품
ND 대창솔루션 (096350)
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
-5.43 -0.49 -6.02 35.63 30.41 177 103 146 172 177 0% 2.9% 2 1.1% -11 0% -3 0% 12 7% 2 1.1% 0% -83.3% 1,122억
ND 삼영엠텍 (054540)
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
-8.01 4.51 16.88 -1.25 -2.33 289 263 296 295 330 14.2% 11.9% 34 11.8% 28 10.6% 24 8.1% 34 11.5% 15 4.5% -55.9% -55.9% 1,745억
ND 인화정공 (101930)
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
-74 -74 -72.49 -69.62 -70.74 248 285 251 288 254 2.4% -11.8% 32 12.9% 26 9.1% 44 17.5% 49 17% 35 13.8% 9.4% -28.6% 1,248억
ND 태웅 (044490)
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
-0.56 7.51 6.96 49.3 105.83 1079 856 870 864 906 -16% 4.9% 60 5.6% 9 1.1% 47 5.4% 7 0.8% -14 0% 적전 적전 10,603억
피팅 및 밸브
ND 디케이락 (105740)
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
1.69 5.68 11.57 8.87 11.34 254 210 306 376 394 55.1% 4.8% -3 0% 14 6.7% 3 1% 67 17.8% 26 6.6% 흑전 -61.2% 1,098억
ND 성광벤드 (014620)
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
-2.42 20.21 29.07 32.57 80.19 582 637 581 646 593 1.9% -8.2% 39 6.7% 107 16.8% 108 18.6% 117 18.1% 87 14.7% 123.1% -25.6% 12,322억
ND 태광 (023160)
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
-2.02 3.6 28.99 63.59 112.21 661 626 723 814 806 21.9% -1% 96 14.5% 74 11.8% 77 10.7% 116 14.3% 121 15% 26% 4.3% 11,911억
ND 하이록코리아 (013030)
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
-4.02 7.55 21.63 14.82 43.58 494 490 543 538 574 16.2% 6.7% 64 13% 127 25.9% 164 30.2% 142 26.4% 156 27.2% 143.8% 9.9% 5,195억
선실
ND 세진중공업 (075580)
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
-4.64 8.96 21.38 4.16 18.1 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% 11,682억
ND 오리엔탈정공 (014940)
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
-4.91 9.67 20.85 -0.5 2.98 568 510 515 528 520 -8.5% -1.5% 40 7% 81 15.9% 62 12% 64 12.1% 35 6.7% -12.5% -45.3% 3,618억
조명
ND 대양전기공업 (108380)
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
-0.16 7.96 23.81 -0.95 12.64 602 556 563 615 564 -6.3% -8.3% 72 12% 57 10.3% 58 10.3% 77 12.5% 82 14.5% 13.9% 6.5% 2,985억
크레인
ND 상상인인더스트리 (101000)
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
INF INF INF INF INF 81 90 112 -10 0% -17 0% -15 0% 463억
ND 오리엔탈정공 (014940)
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
-4.91 9.67 20.85 -0.5 2.98 568 510 515 528 520 -8.5% -1.5% 40 7% 81 15.9% 62 12% 64 12.1% 35 6.7% -12.5% -45.3% 3,618억
배관
ND 동방선기 (099410)
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
3.1 12.75 15.51 -1.57 25.5 131 84 88 115 129 -1.5% 12.2% 25 19.1% 4 4.8% 7 8% 30 26.1% 51 39.5% 104% 70% 792억
LPG/LNG탱크
ND 세진중공업 (075580)
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
-4.64 8.96 21.38 4.16 18.1 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% 11,682억
LNG탱크 보냉재
ND 동성화인텍 (033500)
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
-2.36 7.21 16 -1.53 14.4 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% 8,696억
ND 한국카본 (017960)
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
-2.46 -4.89 20.27 18.26 66 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% 25,720억
선박평형수 처리장치
ND 한라IMS (092460)
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
5.17 22.51 37.2 34.99 23.24 322 265 356 317 395 22.7% 24.6% 48 14.9% 51 19.2% 61 17.1% 54 17% 56 14.2% 16.7% 3.7% 3,584억