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 1.77 3.78 29.73 34.89 18.03
HSD엔진 -3.25 1.98 15.98 15.75 18.41
STX엔진 -5.06 -2.9 7.82 -7.5 -3.1
엔진부품
대창솔루션 2.45 3.01 8.67 14.63 18.99
삼영엠텍 -5.03 -10.53 1.19 2.62 3.87
인화정공 -4.55 -4.78 -1.27 17.73 18.81
태웅 -8.08 -6.09 -3.5 -11.82 11.43
피팅 및 밸브
디케이락 -3.32 -5.7 -7.02 -11.76 -9.34
성광벤드 -1 -10.81 -5.89 -5.89 -17.09
태광 -0.22 -13.76 -11.23 -19.87 -14.37
하이록코리아 0.92 -4.52 -1.79 -4.36 -3.17
선실
세진중공업 2.39 6.33 13.51 26.14 2.95
오리엔탈정공 -2.25 -4.57 0 -5.78 -12.27
조명
대양전기공업 12.84 13.42 26.38 26.6 49.11
크레인
상상인인더스트리 -15.87 -3.39 1.11 9.62 15.27
오리엔탈정공 -2.25 -4.57 0 -5.78 -12.27
배관
동방선기 -8.32 -10.19 -8.7 -0.45 0.15
LPG/LNG탱크
세진중공업 2.39 6.33 13.51 26.14 2.95
LNG탱크 보냉재
동성화인텍 0.82 -3.34 0.2 -0.81 33.77
한국카본 2.7 6.15 11.94 39.8 55.16
선박평형수 처리장치
한라IMS -7.15 -2.71 2.28 -0.88 2.87
엔진
ND HD한국조선해양 (009540)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
1.77 3.78 29.73 34.89 18.03 55156 66155 62458 71616 67717 13.9% -7.9% 1602 2.9% 3764 5.7% 3984 6.4% 4989 7% 8592 12.7% 흑전 -0.5% 203,826억
ND HSD엔진 (082740)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-3.25 1.98 15.98 15.75 18.41 2934 2865 2961 3262 3182 8.5% -2.5% 194 6.6% 186 6.5% 153 5.2% 182 5.6% 223 7% 14.9% 22.5% 23,615억
ND STX엔진 (077970)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-5.06 -2.9 7.82 -7.5 -3.1 1155 1973 1939 2177 1391 20.4% -36.1% 68 5.9% 217 11% 54 2.8% 82 3.8% 154 11.1% 126.5% 87.8% 5,395억
엔진부품
ND 대창솔루션 (096350)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
2.45 3.01 8.67 14.63 18.99 167 140 129 177 103 -38.3% -41.8% 9 5.4% -1 0% -6 0% 2 1.1% -11 0% 적전 적전 615억
ND 삼영엠텍 (054540)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-5.03 -10.53 1.19 2.62 3.87 265 340 285 289 263 -0.8% -9% 27 10.2% 14 4.1% 27 9.5% 34 11.8% 28 10.6% 3.7% -17.6% 663억
ND 인화정공 (101930)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-4.55 -4.78 -1.27 17.73 18.81 217 254 205 248 285 31.3% 14.9% 11 5.1% 45 17.7% 11 5.4% 32 12.9% 26 9.1% 136.4% -18.8% 3,735억
ND 태웅 (044490)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-8.08 -6.09 -3.5 -11.82 11.43 901 1007 876 1079 856 -5% -20.7% 64 7.1% 64 6.4% 39 4.5% 60 5.6% 9 1.1% -85.9% -85% 2,867억
피팅 및 밸브
ND 디케이락 (105740)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-3.32 -5.7 -7.02 -11.76 -9.34 238 244 247 254 210 -11.8% -17.3% 2 0.8% 3 1.2% -4 0% -3 0% 14 6.7% 600% 흑전 739억
ND 성광벤드 (014620)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-1 -10.81 -5.89 -5.89 -17.09 572 669 454 582 637 11.4% 9.5% 99 17.3% 204 30.5% 78 17.2% 39 6.7% 107 16.8% 8.1% 174.4% 7,078억
ND 태광 (023160)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-0.22 -13.76 -11.23 -19.87 -14.37 734 655 618 661 626 -14.7% -5.3% 129 17.6% 98 15% 76 12.3% 96 14.5% 74 11.8% -42.6% -22.9% 4,799억
ND 하이록코리아 (013030)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
0.92 -4.52 -1.79 -4.36 -3.17 497 461 453 494 490 -1.4% -0.8% 153 30.8% 147 31.9% 137 30.2% 64 13% 127 25.9% -17% 98.4% 3,528억
선실
ND 세진중공업 (075580)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
2.39 6.33 13.51 26.14 2.95 860 808 741 1112 984 14.4% -11.5% 42 4.9% 79 9.8% 6 0.8% 230 20.7% 178 18.1% 323.8% -22.6% 5,349억
ND 오리엔탈정공 (014940)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.25 -4.57 0 -5.78 -12.27 431 551 522 568 510 18.3% -10.2% 41 9.5% 68 12.3% 96 18.4% 40 7% 81 15.9% 97.6% 102.5% 2,378억
조명
ND 대양전기공업 (108380)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
12.84 13.42 26.38 26.6 49.11 413 499 447 602 556 34.6% -7.6% 24 5.8% 30 6% 29 6.5% 72 12% 57 10.3% 137.5% -20.8% 2,085억
크레인
ND 상상인인더스트리 (101000)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-15.87 -3.39 1.11 9.62 15.27 153 55 60 81 90 -41.2% 11.1% 25 16.3% 6 10.9% -10 0% -10 0% -17 0% 적전 적자 687억
ND 오리엔탈정공 (014940)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.25 -4.57 0 -5.78 -12.27 431 551 522 568 510 18.3% -10.2% 41 9.5% 68 12.3% 96 18.4% 40 7% 81 15.9% 97.6% 102.5% 2,378억
배관
ND 동방선기 (099410)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-8.32 -10.19 -8.7 -0.45 0.15 56 77 92 131 84 50% -35.9% -1 0% 7 9.1% 9 9.8% 25 19.1% 4 4.8% 흑전 -84% 462억
LPG/LNG탱크
ND 세진중공업 (075580)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
2.39 6.33 13.51 26.14 2.95 860 808 741 1112 984 14.4% -11.5% 42 4.9% 79 9.8% 6 0.8% 230 20.7% 178 18.1% 323.8% -22.6% 5,349억
LNG탱크 보냉재
ND 동성화인텍 (033500)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
0.82 -3.34 0.2 -0.81 33.77 1372 1378 1365 1858 1723 25.6% -7.3% 101 7.4% 123 8.9% 114 8.4% 201 10.8% 125 7.3% 23.8% -37.8% 7,377억
ND 한국카본 (017960)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
2.7 6.15 11.94 39.8 55.16 1827 1942 1706 1942 2245 22.9% 15.6% 26 1.4% 177 9.1% 76 4.5% 173 8.9% 311 13.9% 1096.2% 79.8% 10,848억
선박평형수 처리장치
ND 한라IMS (092460)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-7.15 -2.71 2.28 -0.88 2.87 231 255 232 322 265 14.7% -17.7% 39 16.9% 39 15.3% 31 13.4% 48 14.9% 51 19.2% 30.8% 6.3% 1,533억