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매크로-건설부동산-2026-07-02_nxt

16 min read

건설부동산 — 2026-07-02

매크로: 건설부동산 · 종목: 129개 · smart money: +139억 · 강세(≥+10%): 6개

원인: 반도체 메가 프로젝트 기대감에 지역 건설株 상한가 행렬 — 지방 인프라·수주 수혜 테마 (신뢰도: 높음)

매크로 합산 매매

smart money외연금투개그외
+139+404-265+572-443-268

그외 = 사모 + 투(trust) + 기타법인 + 보 + 은 + 기금 + 기외(etc_foreign) 합산

매크로 내 종목 (129개, 등락률 내림차순)

#종목전일 종가종가등락률시간외vol색깔smart money외연금투개그외
1017000 신원종합개발 🔗2,4553,190🔴 +29.94%—×58.8🔻 개인🔵 -3.5억-3.5+0.0+1.4+2.1-0.0
2002780 진흥기업 🔗8791,142🔴 +29.92%—×4.3🔻 개인🔵 -2.4억-2.4+0.0-0.1+2.7-0.1
3013360 일성건설 🔗1,5762,045🔴 +29.76%—×0.8⚫ 그외🔵 -0.6억-0.6+0.0-0.0-10.9+11.4
4046940 우원개발 🔗3,2853,805🔴 +15.83%—×45.8🔻 개인🔵 -14.2억-14.2+0.0-0.2+14.6-0.3
5025950 동신건설 🔗13,78015,800🔴 +14.66%—×22.1🟢 외인🔴 +1.3억+1.3+0.0+0.2-0.9-0.5
6007680 대원 🔗3,6254,045🔴 +11.59%—×23.1🔻 개인🔵 -0.3억-0.3+0.0-0.0+0.9-0.6
7013580 계룡건설 🔗23,80025,800🔴 +8.40%—×26.0🔻 개인🔵 -40.4억-42.5+2.0-0.2+45.4-4.7
8090410 덕신이피씨 🔗1,0661,150🔴 +7.88%—×8.6🟢 외인🔴 +0.5억+0.5+0.0+0.0-0.0-0.5
9091590 남화토건 🔗9,63010,360🔴 +7.58%—×2.5⚫ 그외🔵 -0.7억-0.7+0.0-0.0+0.2+0.5
10037440 희림 🔗3,9104,185🔴 +7.03%—×9.9🔻 개인🔵 -9.4억-9.4+0.0+0.0+9.8-0.4
11022220 티케이지애강 🔗559596🔴 +6.62%—×3.9🟢 외인🔴 +0.0억+0.0+0.0+0.0-0.0+0.0
12013120 동원개발 🔗2,2802,425🔴 +6.36%—×26.7🔻 개인🔵 -3.6억-3.6+0.0+0.0+8.3-4.7
13001000 신라섬유 🔗1,1241,195🔴 +6.32%—×1.0🟢 외인🔴 +0.3억+0.3+0.0+0.0-0.3+0.0
14026150 특수건설 🔗4,4504,720🔴 +6.07%—×33.8🔻 개인🔵 -5.7억-5.7+0.0+0.0+5.7-0.0
15042940 상지건설 🔗8,2508,550🔴 +3.64%—×7.3🟢 외인🔴 +1.3억+1.3+0.0-0.3-0.7-0.3
16054930 유신 🔗17,60018,240🔴 +3.64%—×2.9🔻 개인🔵 -2.0억-2.0+0.0-0.2+2.2+0.0
17010960 삼호개발 🔗4,2354,370🔴 +3.19%—×23.5🔻 개인🔵 -12.6억-12.6+0.0-0.2+42.9-30.2
18016250 SGC E&C 🔗12,15012,500🔴 +2.88%—×2.4🟢 외인🔴 +0.2억+0.2+0.0-0.2+0.0+0.0
19010780 아이에스동서 🔗23,45024,050🔴 +2.56%+0.21%p×2.8🟦 연기금🔴 +1.1억-4.4+5.4+0.5-3.9+2.4
20033540 파라텍 🔗959980🔴 +2.19%—×1.4⚫ 그외🔵 -0.3억-0.3+0.0+0.0-0.1+0.4
21008260 NI스틸 🔗3,1053,165🔴 +1.93%—×1.1🔻 개인🔵 -0.9억-0.9+0.0+0.0+0.9+0.0
22404990 신한서부티엔디리츠 🔗3,7153,785🔴 +1.88%—×0.5🟡 금투🔴 +0.2억+0.2+0.0+1.2-1.1-0.3
23018310 삼목에스폼 🔗14,73015,000🔴 +1.83%+1.69%p×0.7🔻 개인🔵 -0.7억-0.7+0.0+0.0+0.4+0.2
24395400 SK리츠 🔗5,5605,650🔴 +1.62%—×0.5🟡 금투🔵 -3.2억-1.2-2.0+4.5-1.4+0.1
25293940 신한알파리츠 🔗5,1405,220🔴 +1.56%—×1.0🟢 외인🔴 +1.4억+3.7-2.2+1.9-2.1-1.2
26011390 부산산업 🔗45,30045,950🔴 +1.43%—×2.0🔻 개인🔵 -0.5억-0.5+0.0+0.0+0.5+0.0
27023350 한국종합기술 🔗4,3304,390🔴 +1.39%—×2.3🟢 외인🔴 +0.3억+0.3+0.0+0.0-0.6+0.3
28317400 자이에스앤디 🔗4,6204,675🔴 +1.19%—×1.7🟢 외인🔴 +3.2억+3.2+0.0+0.0-4.4+1.2
29206400 베노티앤알 🔗970980🔴 +1.03%—×0.5⚫ 그외🔴 +0.0억+0.0+0.0+0.0-0.1+0.1
30344820 KCC글라스 🔗22,85023,050🔴 +0.88%-0.21%p×0.5🟢 외인🔴 +1.1억+1.1+0.0-0.0-1.1+0.0
31481850 신한글로벌액티브리츠 🔗913921🔴 +0.88%—×1.5🔻 개인🔵 -0.0억-0.0+0.0-0.0+0.2-0.1
32023960 에쓰씨엔지니어링 🔗1,0051,012🔴 +0.70%—×1.6🔻 개인🔵 -0.0억-0.0+0.0+0.0+0.0+0.0
33415640 KB발해인프라 🔗10,08010,110🔴 +0.30%—×0.7🟢 외인🔴 +3.4억+3.4+0.0+1.8-5.2+0.0
34294870 IPARK현대산업개발 🔗18,64018,690🔴 +0.27%+0.97%p×0.9🟢 외인🔴 +8.4억+5.6+2.8+4.9-13.8+0.5
35432320 KB스타리츠 🔗1,3331,336🔴 +0.23%—×0.4🟢 외인🔴 +0.3억+0.3+0.0-0.1-0.2-0.0
36350520 이지스레지던스리츠 🔗3,3853,390🔴 +0.15%—×0.5🟡 금투🔵 -0.1억-0.1+0.0+0.2-0.1+0.0
37007210 벽산 🔗1,5271,528🔴 +0.07%—×0.7🔻 개인🔵 -0.0억-0.0+0.0+0.0+0.0+0.0
38112190 KC산업 🔗1,1991,199⚪ +0.00%—×6.2🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0
39044180 KD 🔗205205⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0
40357250 미래에셋맵스리츠 🔗1,8271,827⚪ +0.00%—×0.4🟢 외인🔴 +0.1억+0.1+0.0+0.0-0.1+0.0
41002410 범양건영 🔗1,9351,935⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0
42001470 삼부토건 🔗347347⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0
43043100 알파AI 🔗520520⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0
44015020 이스타코 🔗928928⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0
45001840 이화공영 🔗2,2152,215⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0
46348950 제이알글로벌리츠 🔗1,1821,182⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0
47357120 코람코라이프인프라리츠 🔗4,2404,240⚪ +0.00%—×0.2🟡 금투🔵 -0.2억-0.2+0.0+0.7-0.4-0.1
48004870 티웨이홀딩스 🔗247247⚪ +0.00%——⚫ 그외🔴 +0.4억+0.4+0.0+0.0-1.1+0.6
49041590 플래스크 🔗2,3702,370⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0
50005110 한창 🔗1,2541,254⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0
51066130 하츠 🔗3,2753,270🔵 -0.15%—×1.0🟢 외인🔴 +0.2억+0.2+0.0+0.1-0.3+0.0
52396690 미래에셋글로벌리츠 🔗1,5391,536🔵 -0.19%—×0.6🔻 개인🔵 -0.2억-0.2+0.0-0.1+0.2+0.0
53003300 한일홀딩스 🔗16,44016,400🔵 -0.24%-1.09%p×0.7🟦 연기금🔴 +0.3억+0.1+0.3+0.2-0.6+0.0
54145270 케이탑리츠 🔗768766🔵 -0.26%—×0.2🟢 외인🔴 +0.0억+0.0+0.0-0.0+0.0+0.0
550030R0 대신밸류리츠 🔗3,9303,915🔵 -0.38%—×0.1🟡 금투🔵 -0.1억-0.1+0.0+0.2-0.0-0.0
56317850 대모 🔗6,2806,250🔵 -0.48%—×0.8🔻 개인🔵 -0.9억-0.9+0.0+0.0+0.8+0.1
57076340 지에이이노더스 🔗4,5004,470🔵 -0.67%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0
58400760 NH올원리츠 🔗2,9352,915🔵 -0.68%—×0.7🔻 개인🔵 -0.7억-0.7+0.0+0.1+0.6-0.0
59001260 남광토건 🔗10,34010,270🔵 -0.68%—×9.9🔻 개인🔵 -9.7억-9.7+0.0+1.7+7.1+0.8
60330590 롯데리츠 🔗3,6003,575🔵 -0.69%—×0.6🟡 금투🔵 -0.7억+0.1-0.7+1.2-0.4-0.1
61417310 코람코더원리츠 🔗9,9709,900🔵 -0.70%—×0.5🟡 금투🔵 -2.0억-2.0+0.0+2.7-1.5+0.8
62005750 대림바스 🔗4,2554,225🔵 -0.71%—×1.3🟢 외인🔴 +0.2억+0.2+0.0-0.4+0.1+0.1
63002290 삼일기업공사 🔗3,4853,460🔵 -0.72%—×3.1🔻 개인🔵 -0.1억-0.1+0.0+0.0+0.1+0.0
64006730 서부T&D 🔗10,29010,210🔵 -0.78%—×1.4⚫ 그외🔵 -24.4억-24.4+0.0-0.8+3.9+21.3
65192390 윈하이텍 🔗1,6681,654🔵 -0.84%—×1.5🟡 금투🔵 -0.2억-0.2+0.0+0.1+0.1+0.0
66088980 맥쿼리인프라 🔗10,0309,940🔵 -0.90%—×1.1🔻 개인🔵 -4.9억-4.9+0.0-4.7+20.1-10.6
67014790 HL D&I 🔗2,7052,680🔵 -0.92%—×0.9🔻 개인🔵 -0.7억-0.7+0.0+0.0+0.9-0.2
68357430 마스턴프리미어리츠 🔗544539🔵 -0.92%—×0.5🔻 개인⚪ +0.0억+0.0+0.0+0.1+0.1-0.1
69011370 서한 🔗807799🔵 -0.99%—×3.3🔻 개인🔵 -0.6억-0.6+0.0+0.0+0.7-0.0
70011090 에넥스 🔗1,0751,064🔵 -1.02%—×0.8🟢 외인🔴 +0.1억+0.1+0.0+0.0-0.1+0.0
71017550 수산세보틱스 🔗1,8891,867🔵 -1.16%—×0.7🔻 개인🔵 -3.5억-3.5+0.0+0.0+3.5-0.1
72088260 이리츠코크렙 🔗3,4253,385🔵 -1.17%—×0.3⚫ 그외🔵 -1.3억-1.3+0.0-0.3-1.1+2.6
73021320 KCC건설 🔗5,8505,780🔵 -1.20%—×3.5🔻 개인🔵 -1.3억-1.3+0.0+0.0+1.2+0.0
74017800 현대엘리베이터 🔗72,70071,800🔵 -1.24%+0.69%p×0.6🟡 금투🔵 -8.0억+0.7-8.7+11.9-0.6-3.3
75365550 ESR켄달스퀘어리츠 🔗3,4053,360🔵 -1.32%—×1.1🟡 금투🔵 -3.8억-3.3-0.5+1.8+1.4+0.6
76002150 도화엔지니어링 🔗5,2005,130🔵 -1.35%—×0.8🟢 외인🔴 +0.1억+0.1+0.0+0.0-0.1-0.0
77108670 LX하우시스 🔗33,65033,150🔵 -1.49%+0.29%p×1.3⚫ 그외🔵 -0.3억-0.3+0.0+0.0-0.5+0.8
78006360 GS건설 🔗30,10029,650🔵 -1.50%—×2.8⚫ 그외🔵 -25.4억-52.4+27.0-2.2-27.1+54.8
79028100 동아지질 🔗17,24016,960🔵 -1.62%—×1.5🟡 금투🔵 -2.3억-2.3+0.0+7.5-5.0-0.2
80094800 맵스리얼티 🔗5,4505,360🔵 -1.65%—×0.5🟡 금투🔴 +0.2억+0.2+0.0+1.5-0.2-1.5
81338100 NH프라임리츠 🔗3,8353,770🔵 -1.69%—×0.9🔻 개인🔵 -0.1억-0.1+0.0-0.1+0.3-0.1
82012630 HDC 🔗21,70021,300🔵 -1.84%+0.00%p×0.6⚫ 그외🔴 +0.3억+0.3+0.0-0.2-0.6+0.5
83334890 이지스밸류플러스리츠 🔗3,5403,475🔵 -1.84%—×0.9🟡 금투🔵 -0.2억-0.2+0.0+0.4-0.3+0.1
84009450 경동나비엔 🔗64,30063,100🔵 -1.87%+0.00%p×1.1🟦 연기금🔴 +6.4억-0.9+7.2-0.1-3.1-3.1
85446070 유니드비티플러스 🔗3,3803,315🔵 -1.92%—×0.2🟡 금투🔵 -0.1억-0.1+0.0+0.7-0.5-0.0
86365330 에스와이스틸텍 🔗1,8401,799🔵 -2.23%—×0.9🟢 외인🔴 +2.4억+2.4+0.0+0.0-2.4+0.0
87069140 누리플랜 🔗1,6991,660🔵 -2.30%—×0.9🟢 외인🔴 +0.5억+0.5+0.0+0.0-0.5+0.1
88451800 한화리츠 🔗4,8354,715🔵 -2.48%—×0.6🟡 금투🔵 -2.1억-1.3-0.8+2.2+0.0-0.1
89066620 국보디자인 🔗24,50023,850🔵 -2.65%—×0.6🟢 외인🔴 +0.3억+0.3+0.0+0.0-0.1-0.2
90210980 SK디앤디 🔗11,60011,290🔵 -2.67%—×0.4🔻 개인🔵 -0.3억-0.3+0.0+0.0+0.2+0.1
91377190 디앤디플랫폼리츠 🔗2,0351,980🔵 -2.70%—×0.3🔻 개인🔵 -1.5억-1.5+0.0+0.6+0.9-0.0
92009410 태영건설 🔗1,7451,696🔵 -2.81%—×1.4🔻 개인🔵 -0.8억-0.8+0.0+0.0+0.8+0.1
93041440 현대에버다임 🔗6,7306,540🔵 -2.82%—×0.3🔻 개인🔵 -0.3억-0.3+0.0+0.0+0.5-0.2
94003070 코오롱글로벌 🔗10,0909,800🔵 -2.87%—×2.0🟢 외인🔴 +1.4억+1.1+0.3+0.0-1.4+0.0
95002460 HS화성 🔗11,51011,160🔵 -3.04%—×0.9🔻 개인🔵 -0.1억-0.1+0.0+0.0+0.1+0.0
96448730 삼성FN리츠 🔗5,6005,430🔵 -3.04%—×0.6🟡 금투🔴 +0.4억+0.4+0.0+0.9-1.3+0.1
97006570 대림통상 🔗2,2702,200🔵 -3.08%—×0.2🔻 개인🔵 -0.0억-0.0+0.0+0.0+0.0+0.0
98043910 자연과환경 🔗3,3103,195🔵 -3.47%—×0.9🔻 개인🔵 -0.2억-0.2+0.0+0.0+0.2+0.1
99267270 HD건설기계 🔗126,700121,900🔵 -3.79%+0.16%p×0.6🟡 금투🔵 -0.6억-18.4+17.8+31.9-3.9-27.4
100375500 DL이앤씨 🔗66,80064,200🔵 -3.89%—×0.6🟢 외인🔴 +55.4억+46.0+9.4+11.9-67.0-0.4
101479960 위너스일렉 🔗6,6706,410🔵 -3.90%—×0.4🔻 개인🔵 -0.2억-0.2+0.0+0.0+0.2+0.0
102035200 프럼파스트 🔗3,1353,010🔵 -3.99%—×1.0🔻 개인🔵 -0.5억-0.5+0.0+0.0+0.5+0.0
103052300 오션인더블유 🔗1,4581,398🔵 -4.12%—×0.4🟡 금투🔵 -0.1억-0.1+0.0+0.1-0.0+0.0
104005960 동부건설 🔗7,4607,150🔵 -4.16%—×1.8🔻 개인🔵 -1.8억-1.8+0.0+0.0+1.8+0.1
105004960 한신공영 🔗11,26010,780🔵 -4.26%—×1.3🔻 개인🔵 -2.9억-2.9+0.0+0.0+2.7+0.2
106033560 블루콤 🔗3,8253,660🔵 -4.31%—×0.8🟡 금투⚪ +0.0억+0.0+0.0+0.4-0.4-0.0
107001520 동양 🔗575550🔵 -4.35%—×1.1⚫ 그외🔵 -0.3억+0.1-0.3+0.0+0.1+0.2
108002020 코오롱 🔗48,35046,200🔵 -4.45%-0.31%p×1.0⚫ 그외🔵 -10.3억-10.3+0.0-0.0-3.2+13.5
109053690 한미글로벌 🔗18,71017,870🔵 -4.49%—×0.6🔻 개인🔵 -2.3억-2.3+0.0+0.1+2.2+0.0
110076080 웰크론한텍 🔗899858🔵 -4.56%—×1.0🔻 개인🔵 -0.1억-0.1+0.0+0.0+0.1+0.0
111060560 HC홈센타 🔗2,2402,135🔵 -4.69%—×1.8🔻 개인🔵 -0.1억-0.1+0.0+0.0+0.1-0.0
112035890 서희건설 🔗2,2002,095🔵 -4.77%—×2.6🔻 개인🔵 -3.4억-3.4+0.0-0.1+3.6-0.0
113013700 까뮤이앤씨 🔗1,3741,304🔵 -5.09%—×2.9🟢 외인🔴 +0.3억+0.3+0.0+0.0-0.2-0.1
114056730 CNT85 🔗1,9501,850🔵 -5.13%—×0.9🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0-0.0
115000720 현대건설 🔗120,600114,400🔵 -5.14%-0.66%p×0.4🟡 금투🔵 -23.0억+6.2-29.2+36.5-34.8+21.4
116028050 삼성E&A 🔗51,70049,000🔵 -5.22%—×1.1🟡 금투🔴 +45.6억+30.3+15.3+35.3-96.3+15.4
117047040 대우건설 🔗19,42018,350🔵 -5.51%—×0.4🟢 외인🔴 +54.8억+47.2+7.6+29.1-58.4-25.5
118097230 HJ중공업 🔗20,30019,060🔵 -6.11%—×0.8🔻 개인🔵 -26.5억-30.8+4.3+0.4+22.4+3.7
119475230 엔알비 🔗8,3907,860🔵 -6.32%—×2.3🔻 개인🔵 -0.6억-0.6+0.0-0.1+2.1-1.4
120028260 삼성물산 🔗433,000404,000🔵 -6.70%-0.58%p×0.9🟢 외인🔴 +225억+544-320+390-300-315
121054940 엑사이엔씨 🔗699650🔵 -7.01%—×1.7🔻 개인🔵 -0.9억-0.9+0.0+0.0+0.9-0.1
122011560 세보엠이씨 🔗27,95025,750🔵 -7.87%—×1.0🟢 외인🔴 +1.5억+1.5+0.0+0.2-2.4+0.7
123053080 케이엔솔 🔗10,7209,770🔵 -8.86%—×0.7🔻 개인🔵 -1.2억-1.2+0.0+0.0+1.1+0.1
124006920 모헨즈 🔗4,1603,720🔵 -10.58%—×0.3🔻 개인🔴 +0.0억+0.0+0.0+0.0+0.3-0.4
125058730 다스코 🔗4,3203,755🔵 -13.08%—×0.5🔻 개인🔵 -0.4억-0.4+0.0+0.0+0.7-0.2
126004440 삼일씨엔에스 🔗7,5006,080🔵 -18.93%—×0.9🟢 외인🔴 +1.1억+1.1+0.0+0.0-1.7+0.6
127002990 금호건설 🔗14,54011,730🔵 -19.33%—×7.4⚫ 그외🔵 -5.6억-5.0-0.6+0.9-3.1+7.9
128079650 서산 🔗4,7653,575🔵 -24.97%—×0.4⚫ 그외🔵 -2.0억-2.0+0.0+0.0+0.7+1.2
129228340 동양파일 🔗6,2404,370🔵 -29.97%—×7.0🔻 개인🔴 +0.9억+0.9+0.0-5.8+4.4+0.6

보조 후보 — alternatives 포함 (84개)

다른 매크로가 primary지만 alternatives에 이 매크로가 들어있는 종목. read-only 보조 노출.

#종목primary 매크로등락률smart money
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