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 185,200( -2.78) 0.65 -1.33 1.2 -6.28 33.33
HSD엔진 14,570( -3.57) -2.28 8.25 12.16 9.8 -5.57
STX엔진 19,450( -1.32) -1.12 7.34 0.26 17.1 23.26
엔진부품
대창솔루션 379( -0.79) -1.04 -2.07 -3.07 5.87 -15.4
삼영엠텍 4,020( -3.48) -2.19 -3.13 -4.85 -24.72 -4.96
인화정공 22,000( -3.51) -1.79 6.54 5.77 6.28 56.47
태웅 14,120( -2.08) -4.34 -5.8 -1.33 -5.17 -25.45
피팅 및 밸브
디케이락 7,790( -1.77) -3.23 -4.18 -6.26 -7.81 -24.73
성광벤드 13,620( -2.99) -3.61 -1.3 -5.74 -9.5 25.41
태광 13,680( -1.72) 0.51 0.15 -2.29 -4.67 13.62
하이록코리아 25,000(0) -2.34 -0.4 -1.57 -7.06 -8.09
선실
세진중공업 7,190( -2.44) -4.89 -2.18 -5.02 -9.56 -13.16
오리엔탈정공 3,445( -4.17) -7.39 -11.21 -13.88 -29.26 -2.41
조명
대양전기공업 12,030( -0.41) 0.33 -0.25 -2.43 -10.29 -15.87
크레인
상상인인더스트리 1,953( 3.06) -0.61 -3.79 -19.46 -19.96 -28.2
오리엔탈정공 3,445( -4.17) -7.39 -11.21 -13.88 -29.26 -2.41
배관
동방선기 2,695( -3.41) -6.59 0.94 4.66 0.37 3.26
LPG/LNG탱크
세진중공업 7,190( -2.44) -4.89 -2.18 -5.02 -9.56 -13.16
LNG탱크 보냉재
동성화인텍 11,180( -2.19) -2.78 -2.19 -3.79 -15.56 -7.76
한국카본 11,060( -0.27) 1.28 2.31 -0.81 -10.45 5.94
선박평형수 처리장치
한라IMS 6,490( -3.42) -4.28 -1.07 -0.15 -10.85 -3.13
엔진
ND HD한국조선해양 (009540)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
185,200( -2.78) 0.65 -1.33 1.2 -6.28 33.33 54536 50112 59890 55156 66155 30.2% 12.6% 712 1.3% 690 1.4% 1610 2.7% 1602 2.9% 3764 5.7% 흑전 흑전 131,071억
ND HSD엔진 (082740)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
14,570( -3.57) -2.28 8.25 12.16 9.8 -5.57 1890 1876 2784 2934 2865 51.6% -2.4% 34 1.8% 11 0.6% 0 0% 194 6.6% 186 6.5% 447.1% -4.1% 12,158억
ND STX엔진 (077970)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
19,450( -1.32) -1.12 7.34 0.26 17.1 23.26 1634 1385 2114 1155 1973 20.7% 70.8% 44 2.7% 18 1.3% 129 6.1% 68 5.9% 217 11% 393.2% 219.1% 4,475억
엔진부품
ND 대창솔루션 (096350)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
379( -0.79) -1.04 -2.07 -3.07 5.87 -15.4 170 173 175 167 140 -17.6% -16.2% 22 12.9% 7 4% 3 1.7% 9 5.4% -1 0% 적전 적전 620억
ND 삼영엠텍 (054540)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
4,020( -3.48) -2.19 -3.13 -4.85 -24.72 -4.96 234 264 249 265 340 45.3% 28.3% 14 6% 27  10.2% 11 4.4% 27 10.2% 14 4.1% 0% -48.1% 522억
ND 인화정공 (101930)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
22,000( -3.51) -1.79 6.54 5.77 6.28 56.47 323 336 53 217 254 -21.4% 17.1% 17 5.3% 18 5.4% -1 0% 11 5.1% 45 17.7% 164.7% 309.1% 2,115억
ND 태웅 (044490)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
14,120( -2.08) -4.34 -5.8 -1.33 -5.17 -25.45 1263 1073 1050 901 1007 -20.3% 11.8% 163 12.9% 106 9.9% 107 10.2% 64 7.1% 64 6.4% -60.7% 0% 2,825억
피팅 및 밸브
ND 디케이락 (105740)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
7,790( -1.77) -3.23 -4.18 -6.26 -7.81 -24.73 331 260 247 238 244 -26.3% 2.5% 60 18.1% 9 3.5% 3 1.2% 2 0.8% 3 1.2% -95% 50% 791억
ND 성광벤드 (014620)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
13,620( -2.99) -3.61 -1.3 -5.74 -9.5 25.41 651 578 632 572 669 2.8% 17% 135 20.7% 94 16.3% 71 11.2% 99 17.3% 204 30.5% 51.1% 106.1% 3,895억
ND 태광 (023160)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
13,680( -1.72) 0.51 0.15 -2.29 -4.67 13.62 822 746 713 734 655 -20.3% -10.8% 180 21.9% 122 16.4% 75 10.5% 129 17.6% 98 15% -45.6% -24% 3,625억
ND 하이록코리아 (013030)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
25,000(0) -2.34 -0.4 -1.57 -7.06 -8.09 496 466 469 497 461 -7.1% -7.2% 153 30.8% 141 30.3% 112 23.9% 153 30.8% 147 31.9% -3.9% -3.9% 3,214억
선실
ND 세진중공업 (075580)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
7,190( -2.44) -4.89 -2.18 -5.02 -9.56 -13.16 1204 819 1105 860 808 -32.9% -6% 212 17.6% -66 0% 253 22.9% 42 4.9% 79 9.8% -62.7% 88.1% 4,087억
ND 오리엔탈정공 (014940)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
3,445( -4.17) -7.39 -11.21 -13.88 -29.26 -2.41 430 378 439 431 551 28.1% 27.8% 48 11.2% 30 7.9% 23 5.2% 41 9.5% 68 12.3% 41.7% 65.9% 1,570억
조명
ND 대양전기공업 (108380)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
12,030( -0.41) 0.33 -0.25 -2.43 -10.29 -15.87 348 372 500 413 499 43.4% 20.8% 2 0.6% 17 4.6% 26 5.2% 24 5.8% 30 6% 1400% 25% 1,150억
크레인
ND 상상인인더스트리 (101000)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
1,953( 3.06) -0.61 -3.79 -19.46 -19.96 -28.2 234 233 181 153 55 -76.5% -64.1% 60 25.6% 16 6.9% 28 15.5% 25 16.3% 6 10.9% -90% -76% 588억
ND 오리엔탈정공 (014940)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
3,445( -4.17) -7.39 -11.21 -13.88 -29.26 -2.41 430 378 439 431 551 28.1% 27.8% 48 11.2% 30 7.9% 23 5.2% 41 9.5% 68 12.3% 41.7% 65.9% 1,570억
배관
ND 동방선기 (099410)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
2,695( -3.41) -6.59 0.94 4.66 0.37 3.26 68 56 80 56 77 13.2% 37.5% 3 4.4% 2 3.6% 23 28.8% -1 0% 7 9.1% 133.3% 흑전 377억
LPG/LNG탱크
ND 세진중공업 (075580)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
7,190( -2.44) -4.89 -2.18 -5.02 -9.56 -13.16 1204 819 1105 860 808 -32.9% -6% 212 17.6% -66 0% 253 22.9% 42 4.9% 79 9.8% -62.7% 88.1% 4,087억
LNG탱크 보냉재
ND 동성화인텍 (033500)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
11,180( -2.19) -2.78 -2.19 -3.79 -15.56 -7.76 1440 1243 1390 1372 1378 -4.3% 0.4% 86 6% 121 9.7% 129 9.3% 101 7.4% 123 8.9% 43% 21.8% 3,352억
ND 한국카본 (017960)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
11,060( -0.27) 1.28 2.31 -0.81 -10.45 5.94 1338 1556 2019 1827 1942 45.1% 6.3% 78 5.8% 46 3% 2 0.1% 26 1.4% 177 9.1% 126.9% 580.8% 5,741억
선박평형수 처리장치
ND 한라IMS (092460)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
6,490( -3.42) -4.28 -1.07 -0.15 -10.85 -3.13 203 173 192 231 255 25.6% 10.4% 12 5.9% 15 8.7% 15 7.8% 39 16.9% 39 15.3% 225% 0% 1,110억