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 410,000( -1.44) INF INF INF -14.41 -12.3
HSD엔진 68,400( -4.47) INF INF INF -22.71 24.14
STX엔진 44,650( -2.62) INF INF INF -25.46 28.67
엔진부품
대창솔루션 2,410( -1.63) INF INF INF -24.45 -3.21
삼영엠텍 10,780( -1.82) INF INF INF -25.19 -24.3
인화정공 11,670( -2.91) INF INF INF -77.56 -74.35
태웅 40,700( -2.05) INF INF INF -25.32 18.66
피팅 및 밸브
디케이락 8,880( -1.33) INF INF INF -17.63 -13.7
성광벤드 35,250( 2.32) INF INF INF -27.02 -3.42
태광 35,250( 1.44) INF INF INF -24.36 21.55
하이록코리아 39,150( 1.56) INF INF INF -12.12 -0.89
선실
세진중공업 15,950( -3.92) INF INF INF -25.81 -17.7
오리엔탈정공 6,530( -3.26) INF INF INF -22.08 -20.85
조명
대양전기공업 24,700( -2.18) INF INF INF -21.09 -24.58
크레인
상상인인더스트리 1,538( 0.2) INF INF INF INF INF
오리엔탈정공 6,530( -3.26) INF INF INF -22.08 -20.85
배관
동방선기 4,695( -3.49) INF INF INF -15.71 -17.63
LPG/LNG탱크
세진중공업 15,950( -3.92) INF INF INF -25.81 -17.7
LNG탱크 보냉재
동성화인텍 21,300( -4.7) INF INF INF -29.7 -29
한국카본 36,650( -5.42) INF INF INF -28.97 -10.72
선박평형수 처리장치
한라IMS 20,200( -3.35) INF INF INF 1 25.39
엔진
ND HD한국조선해양 (009540)
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
410,000( -1.44) INF INF INF -14.41 -12.3 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% 290,169억
ND HSD엔진 (082740)
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
68,400( -4.47) INF INF INF -22.71 24.14 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% 57,077억
ND STX엔진 (077970)
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
44,650( -2.62) INF INF INF -25.46 28.67 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% 17,926억
엔진부품
ND 대창솔루션 (096350)
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
2,410( -1.63) INF INF INF -24.45 -3.21 177 103 146 172 177 0% 2.9% 2 1.1% -11 0% -3 0% 12 7% 2 1.1% 0% -83.3% 888억
ND 삼영엠텍 (054540)
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
10,780( -1.82) INF INF INF -25.19 -24.3 289 263 296 295 330 14.2% 11.9% 34 11.8% 28 10.6% 24 8.1% 34 11.5% 15 4.5% -55.9% -55.9% 1,401억
ND 인화정공 (101930)
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
11,670( -2.91) INF INF INF -77.56 -74.35 248 285 251 288 254 2.4% -11.8% 32 12.9% 26 9.1% 44 17.5% 49 17% 35 13.8% 9.4% -28.6% 1,077억
ND 태웅 (044490)
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
40,700( -2.05) INF INF INF -25.32 18.66 1079 856 870 864 906 -16% 4.9% 60 5.6% 9 1.1% 47 5.4% 7 0.8% -14 0% 적전 적전 8,143억
피팅 및 밸브
ND 디케이락 (105740)
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
8,880( -1.33) INF INF INF -17.63 -13.7 254 210 306 376 394 55.1% 4.8% -3 0% 14 6.7% 3 1% 67 17.8% 26 6.6% 흑전 -61.2% 902억
ND 성광벤드 (014620)
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
35,250( 2.32) INF INF INF -27.02 -3.42 582 637 581 646 593 1.9% -8.2% 39 6.7% 107 16.8% 108 18.6% 117 18.1% 87 14.7% 123.1% -25.6% 9,361억
ND 태광 (023160)
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
35,250( 1.44) INF INF INF -24.36 21.55 661 626 723 814 806 21.9% -1% 96 14.5% 74 11.8% 77 10.7% 116 14.3% 121 15% 26% 4.3% 9,118억
ND 하이록코리아 (013030)
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
39,150( 1.56) INF INF INF -12.12 -0.89 494 490 543 538 574 16.2% 6.7% 64 13% 127 25.9% 164 30.2% 142 26.4% 156 27.2% 143.8% 9.9% 4,607억
선실
ND 세진중공업 (075580)
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
15,950( -3.92) INF INF INF -25.81 -17.7 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% 9,067억
ND 오리엔탈정공 (014940)
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
6,530( -3.26) INF INF INF -22.08 -20.85 568 510 515 528 520 -8.5% -1.5% 40 7% 81 15.9% 62 12% 64 12.1% 35 6.7% -12.5% -45.3% 2,975억
조명
ND 대양전기공업 (108380)
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
24,700( -2.18) INF INF INF -21.09 -24.58 602 556 563 615 564 -6.3% -8.3% 72 12% 57 10.3% 58 10.3% 77 12.5% 82 14.5% 13.9% 6.5% 2,363억
크레인
ND 상상인인더스트리 (101000)
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
1,538( 0.2) INF INF INF INF INF 81 90 112 -10 0% -17 0% -15 0% 463억
ND 오리엔탈정공 (014940)
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
6,530( -3.26) INF INF INF -22.08 -20.85 568 510 515 528 520 -8.5% -1.5% 40 7% 81 15.9% 62 12% 64 12.1% 35 6.7% -12.5% -45.3% 2,975억
배관
ND 동방선기 (099410)
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
4,695( -3.49) INF INF INF -15.71 -17.63 131 84 88 115 129 -1.5% 12.2% 25 19.1% 4 4.8% 7 8% 30 26.1% 51 39.5% 104% 70% 657억
LPG/LNG탱크
ND 세진중공업 (075580)
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
15,950( -3.92) INF INF INF -25.81 -17.7 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% 9,067억
LNG탱크 보냉재
ND 동성화인텍 (033500)
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
21,300( -4.7) INF INF INF -29.7 -29 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% 6,387억
ND 한국카본 (017960)
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
36,650( -5.42) INF INF INF -28.97 -10.72 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% 19,024억
선박평형수 처리장치
ND 한라IMS (092460)
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
20,200( -3.35) INF INF INF 1 25.39 322 265 356 317 395 22.7% 24.6% 48 14.9% 51 19.2% 61 17.1% 54 17% 56 14.2% 16.7% 3.7% 3,456억