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 -1.09 -1.57 -0.85 7.79 11.78
HSD엔진 -10.45 -11.81 -2.02 13.51 47.88
STX엔진 -6.7 -8.78 -19.52 1.65 48.49
엔진부품
대창솔루션 0 0 -10.32 4.15 11.88
삼영엠텍 5.08 4.9 -16.5 95.28 120.4
인화정공 -3.19 -4.2 1.67 21.02 36.92
태웅 0.63 0.31 -4.05 -23.38 6.15
피팅 및 밸브
디케이락 -4.66 -3.87 -5.25 0.66 13.72
성광벤드 -6.61 -8.93 -5.76 -4.01 -7.85
태광 -2.37 -3.95 -0.93 9.41 22.15
하이록코리아 -0.55 -0.28 0.7 12.72 16.18
선실
세진중공업 -6.03 -7.79 -20.16 46.68 57.75
오리엔탈정공 -2.19 -2.3 -16.43 36.24 56
조명
대양전기공업 -7.82 -11.28 -6.49 0.19 13.82
크레인
상상인인더스트리 INF INF INF 0 -37.61
오리엔탈정공 -2.19 -2.3 -16.43 36.24 56
배관
동방선기 -7.76 -7.4 -17.92 25.53 25.7
LPG/LNG탱크
세진중공업 -6.03 -7.79 -20.16 46.68 57.75
LNG탱크 보냉재
동성화인텍 -4.33 -7.27 -7.72 -0.35 2.5
한국카본 1.35 -0.88 4.15 10.97 33.73
선박평형수 처리장치
한라IMS -5.39 -4.45 -11.93 23.08 44
엔진
ND HD한국조선해양 (009540)
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-1.09 -1.57 -0.85 7.79 11.78 66155 62458 71616 67717 74284 21.3% 19.9% 3764 5.7% 3984 6.4% 4989 7% 8592 12.7% 9536 12.8% 428.7% 135% 288,754억
ND HSD엔진 (082740)
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-10.45 -11.81 -2.02 13.51 47.88 2865 2961 3262 3182 3877 35.3% 21.8% 186 6.5% 153 5.2% 182 5.6% 223 7% 338 8.7% 81.7% 51.6% 36,466억
ND STX엔진 (077970)
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-6.7 -8.78 -19.52 1.65 48.49 1973 1939 2177 1391 2136 8.3% 53.6% 217 11% 54 2.8% 82 3.8% 154 11.1% 333 15.6% 53.5% 116.2% 8,490억
엔진부품
ND 대창솔루션 (096350)
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
0 0 -10.32 4.15 11.88 140 129 177 103 146 4.3% 41.7% -1 0% -6 0% 2 1.1% -11 0% -3 0% 적자 적자 740억
ND 삼영엠텍 (054540)
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
5.08 4.9 -16.5 95.28 120.4 340 285 289 263 296 -12.9% 12.5% 14 4.1% 27 9.5% 34 11.8% 28 10.6% 24 8.1% 71.4% -14.3% 1,558억
ND 인화정공 (101930)
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-3.19 -4.2 1.67 21.02 36.92 254 205 248 285 251 -1.2% -11.9% 45 17.7% 11 5.4% 32 12.9% 26 9.1% 44 17.5% -2.2% 69.2% 5,259억
ND 태웅 (044490)
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
0.63 0.31 -4.05 -23.38 6.15 1007 876 1079 856 870 -13.6% 1.6% 64 6.4% 39 4.5% 60 5.6% 9 1.1% 47 5.4% -26.6% 422.2% 6,392억
피팅 및 밸브
ND 디케이락 (105740)
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-4.66 -3.87 -5.25 0.66 13.72 244 247 254 210 306 25.4% 45.7% 3 1.2% -4 0% -3 0% 14 6.7% 3 1% 0% -78.6% 934억
ND 성광벤드 (014620)
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-6.61 -8.93 -5.76 -4.01 -7.85 669 454 582 637 581 -13.2% -8.8% 204 30.5% 78 17.2% 39 6.7% 107 16.8% 108 18.6% -47.1% 0.9% 8,894억
ND 태광 (023160)
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-2.37 -3.95 -0.93 9.41 22.15 655 618 661 626 723 10.4% 15.5% 98 15% 76 12.3% 96 14.5% 74 11.8% 77 10.7% -21.4% 4.1% 7,088억
ND 하이록코리아 (013030)
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-0.55 -0.28 0.7 12.72 16.18 461 453 494 490 543 17.8% 10.8% 147 31.9% 137 30.2% 64 13% 127 25.9% 164 30.2% 11.6% 29.1% 4,615억
선실
ND 세진중공업 (075580)
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-6.03 -7.79 -20.16 46.68 57.75 808 741 1112 984 982 21.5% -0.2% 79 9.8% 6 0.8% 230 20.7% 178 18.1% 87 8.9% 10.1% -51.1% 11,165억
ND 오리엔탈정공 (014940)
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-2.19 -2.3 -16.43 36.24 56 551 522 568 510 515 -6.5% 1% 68 12.3% 96 18.4% 40 7% 81 15.9% 62 12% -8.8% -23.5% 4,265억
조명
ND 대양전기공업 (108380)
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-7.82 -11.28 -6.49 0.19 13.82 499 447 602 556 563 12.8% 1.3% 30 6% 29 6.5% 72 12% 57 10.3% 58 10.3% 93.3% 1.8% 2,482억
크레인
ND 상상인인더스트리 (101000)
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
INF INF INF 0 -37.61 55 60 81 90 112 103.6% 24.4% 6 10.9% -10 0% -10 0% -17 0% -15 0% 적전 적자 463억
ND 오리엔탈정공 (014940)
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-2.19 -2.3 -16.43 36.24 56 551 522 568 510 515 -6.5% 1% 68 12.3% 96 18.4% 40 7% 81 15.9% 62 12% -8.8% -23.5% 4,265억
배관
ND 동방선기 (099410)
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-7.76 -7.4 -17.92 25.53 25.7 77 92 131 84 88 14.3% 4.8% 7 9.1% 9 9.8% 25 19.1% 4 4.8% 7 8% 0% 75% 657억
LPG/LNG탱크
ND 세진중공업 (075580)
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-6.03 -7.79 -20.16 46.68 57.75 808 741 1112 984 982 21.5% -0.2% 79 9.8% 6 0.8% 230 20.7% 178 18.1% 87 8.9% 10.1% -51.1% 11,165억
LNG탱크 보냉재
ND 동성화인텍 (033500)
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-4.33 -7.27 -7.72 -0.35 2.5 1378 1365 1858 1723 1933 40.3% 12.2% 123 8.9% 114 8.4% 201 10.8% 125 7.3% 169 8.7% 37.4% 35.2% 8,606억
ND 한국카본 (017960)
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
1.35 -0.88 4.15 10.97 33.73 1942 1706 1942 2245 2312 19.1% 3% 177 9.1% 76 4.5% 173 8.9% 311 13.9% 316 13.7% 78.5% 1.6% 17,596억
선박평형수 처리장치
ND 한라IMS (092460)
7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
-5.39 -4.45 -11.93 23.08 44 255 232 322 265 356 39.6% 34.3% 39 15.3% 31 13.4% 48 14.9% 51 19.2% 61 17.1% 56.4% 19.6% 2,463억