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매크로-조선방산-2026-07-31_nxt

13 min read

조선방산 — 2026-07-31

매크로: 조선방산 · 종목: 77개 · smart money: +1,086억 · 강세(≥+10%): 23개

원인: HD현대·풍산 2Q 실적 서프라이즈+중동 리스크發 방산주 랠리가 조선·방산 동반 강세 견인 (신뢰도: 보통)

매크로 합산 매매

smart money외연금투투개그외
+1,086+1,119-55.2-686+21.8-192-207

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

매크로 내 종목 (77개, 등락률 내림차순)

#종목전일 종가종가등락률시간외vol색깔smart money외연금투투개그외
1129920 대성하이텍 🔗4,0205,010🔴 +24.63%—×2.5🟢 외인🔴 +2.3억+2.3+0.0+0.0-0.0-2.1-0.2
2347700 스피어 🔗12,95015,400🔴 +18.92%—×1.2⚫ 그외🔴 +4.7억+4.8+0.0-1.6-0.1-20.6+17.5
3103140 풍산 🔗59,90070,000🔴 +16.86%-2.00%p×2.4🟢 외인🔴 +71.6억+61.0+7.3+3.9+3.3-71.8-3.7
4086670 비엠티 🔗13,52015,790🔴 +16.79%—×3.1🟢 외인🔴 +4.2억+3.5+0.0-0.0+0.6-6.5+2.4
5474610 RF시스템즈 🔗4,9955,790🔴 +15.92%—×1.1🟢 외인🔴 +2.8억+2.9+0.0+0.0-0.1-2.7-0.0
6462350 이노스페이스 🔗4,9455,720🔴 +15.67%—×1.2🟢 외인🔴 +0.4억+2.4-2.0-0.3-0.0+0.2-0.3
7368770 파이버프로 🔗9,63011,120🔴 +15.47%—×1.2🟢 외인🔴 +7.7억+7.7+0.0-1.6+0.0-5.9-0.2
8437730 삼현 🔗32,25037,000🔴 +14.73%-2.01%p×2.8🟢 외인🔴 +19.4억+19.5+0.0+2.6-0.0-21.2-0.9
9274400 이노시뮬레이션 🔗1,9932,280🔴 +14.40%—×1.6🟢 외인🔴 +0.0억+0.0+0.0+0.0+0.0-0.0+0.0
10382900 범한퓨얼셀 🔗12,29014,030🔴 +14.16%-0.81%p×1.0🟢 외인🔴 +5.3억+5.3+0.0+0.0-0.1-5.3-0.0
110015G0 그린광학 🔗11,50013,120🔴 +14.09%—×0.9🟢 외인🔴 +3.4억+3.4-0.0-0.0-0.0-3.4+0.0
12010820 퍼스텍 🔗4,6955,340🔴 +13.74%—×1.0🟢 외인🔴 +6.5억+6.7-0.2+1.2+0.0-8.8+1.1
13217590 티엠씨 🔗9,23010,480🔴 +13.54%—×0.4🟢 외인🔴 +10.2억+10.2+0.0-0.2+0.0-9.2-0.8
14361390 제노코 🔗10,11011,440🔴 +13.16%—×0.8🟢 외인🔴 +0.4억+0.4+0.0-0.0+0.0-0.3+0.0
15484870 엠앤씨솔루션 🔗13,15014,860🔴 +13.00%-1.22%p×1.9🟢 외인🔴 +1.9억+1.8+0.0+1.3+0.2-2.9-0.4
16274090 켄코아에어로스페이스 🔗7,6008,570🔴 +12.76%—×1.1🟢 외인🔴 +3.3억+3.3+0.0+0.2+0.0-3.5-0.0
17092460 한라IMS 🔗15,47017,420🔴 +12.61%+1.43%p×1.0⚫ 그외🔴 +0.4억+0.4+0.0+1.8+0.0-4.3+2.1
18099320 쎄트렉아이 🔗56,90063,800🔴 +12.13%-0.88%p×1.2🟢 외인🔴 +14.1억+14.2+0.0+1.3-0.0-15.4-0.1
19474170 루미르 🔗4,7755,350🔴 +12.04%—×1.1🟢 외인🔴 +0.9억+0.9+0.0-0.2+0.0-0.7+0.0
20272210 한화시스템 🔗54,90061,400🔴 +11.84%-2.00%p×1.2🟢 외인🔴 +150억+190-39.8+18.6-0.6-163-5.5
21478340 나라스페이스테크놀로지 🔗7,9708,860🔴 +11.17%—×1.2🟢 외인🔴 +1.5억+1.5+0.0+0.0+0.0-1.5+0.0
22064820 케이프 🔗7,2608,030➕ 🔴 +10.61%+1.24%p×0.5🟢 외인🔴 +6.8억+6.8+0.0+0.0+0.0-6.4-0.4
23073010 케이에스피 🔗2,2402,475🔴 +10.49%—×1.2🟢 외인🔴 +0.9억+0.9+0.0+0.0+0.0-0.9+0.0
24099410 동방선기 🔗2,6302,890🔴 +9.89%—×0.8🟢 외인🔴 +1.1억+1.1+0.0-0.0+0.0-1.1-0.0
25064350 현대로템 🔗119,900131,700➖ 🔴 +9.84%-1.67%p×1.3🟢 외인🔴 +306억+367-44.5-74.6-16.1-211-20.6
26014940 오리엔탈정공 🔗3,9254,310🔴 +9.81%—×0.6🟢 외인🔴 +10.2억+10.2+0.0+0.0+0.0-10.2-0.0
27448710 코츠테크놀로지 🔗9,50010,430🔴 +9.79%—×0.5🟢 외인🔴 +1.3억+1.3+0.0+0.0+0.0-1.3-0.1
28077970 STX엔진 🔗20,45022,400➖ 🔴 +9.54%-3.17%p×1.7🟢 외인🔴 +12.8억+14.4-0.3+1.3-1.3-15.3+1.2
29072950 빛샘전자 🔗6,4507,050🔴 +9.30%—×0.9🟢 외인🔴 +0.4억+0.4+0.0-0.0+0.0-0.2-0.2
30333430 일승 🔗3,6804,005🔴 +8.83%—×3.8🔻 개인🔵 -3.7억-3.7+0.0+0.0+0.0+3.7+0.0
31484590 삼양컴텍 🔗5,2905,750🔴 +8.70%—×0.9🟡 금투🔴 +0.7억+0.7+0.0+1.1+0.0-2.0+0.1
32075580 세진중공업 🔗9,32010,130🔴 +8.69%+0.11%p×0.8🟢 외인🔵 -0.0억+1.4-1.3+0.2-0.2+0.7-0.9
33085310 엔케이 🔗7,6208,270🔴 +8.53%—×1.4🟢 외인🔴 +1.6억+1.6+0.0+0.0+0.0-1.3-0.3
34101930 인화정공 🔗5,8306,320➖ 🔴 +8.40%-3.26%p×0.7🟢 외인🔴 +1.5억+1.5+0.0+0.0+0.0-1.4-0.1
350008Z0 에스엔시스 🔗19,68021,300🔴 +8.23%+1.52%p×0.5🟢 외인🔴 +0.9억+0.9+0.0-0.1+0.0-0.8-0.0
36460930 현대힘스 🔗12,52013,510🔴 +7.91%-1.12%p×0.7🟢 외인🔴 +33.7억+33.7+0.0+0.0+0.0-34.5+0.8
37214430 아이쓰리시스템 🔗53,00057,100➖ 🔴 +7.74%-3.01%p×0.8🟢 외인🔴 +3.9억+3.6+0.0+2.0+0.3-4.2-1.8
38140430 카티스 🔗1,5201,636🔴 +7.63%—×0.7🟢 외인🔴 +0.7억+0.7+0.0-0.0+0.0-0.7+0.0
39005870 휴니드 🔗3,8854,180🔴 +7.59%—×1.4🟢 외인🔴 +1.3억+1.3+0.0+0.0+0.0-1.3+0.0
40267250 HD현대 🔗195,400210,000⚡ 🔴 +7.47%+5.32%p ⚡×1.2🟦 연기금🔵 -10.8억-44.5+41.5-26.7-7.7+40.2-2.8
41108380 대양전기공업 🔗15,27016,390🔴 +7.33%-0.27%p×1.5🟢 외인🔴 +2.5억+2.6+0.0-0.3-0.1-2.3+0.1
42079550 LIG디펜스앤에어로스페이스 🔗646,000692,000🔴 +7.12%-1.08%p×0.8🟢 외인🔴 +185억+184-12.9-15.2+14.5-120-50.3
43288180 케이피항공산업 🔗6,0606,460🔴 +6.60%—×0.8🔻 개인🔵 -0.2억-0.2+0.0+0.0+0.0+0.2+0.0
44215090 솔디펜스 🔗1,2021,271🔴 +5.74%—×0.1🟢 외인🔴 +0.1억+0.1+0.0+0.0+0.0-0.1+0.0
45318660 타임기술 🔗3,5003,700🔴 +5.71%—×1.4🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
46042660 한화오션 🔗79,90084,400🔴 +5.63%-1.00%p×1.0🟢 외인🔴 +200억+220-22.8+92.7+3.0-275-17.6
47047810 한국항공우주 🔗120,300126,800🔴 +5.40%-0.42%p×1.6🔻 개인🔴 +13.4억+20.2-8.2-31.2+1.3+43.2-25.4
48095190 신화프리텍 🔗1,7741,867🔴 +5.24%—×0.8🟢 외인🔴 +0.6억+0.6+0.0-0.3+0.0-0.3+0.0
49329180 HD현대중공업 🔗451,500475,000🔴 +5.20%-1.33%p×0.9🔻 개인🔵 -88.7억-155+25.7-110+40.7+177+21.5
50065450 빅텍 🔗2,7152,855🔴 +5.16%—×0.8🟢 외인🔴 +2.7억+2.7+0.0+0.0+0.0-2.4-0.3
51372910 한컴라이프케어 🔗1,6081,685🔴 +4.79%—×1.0🟢 외인🔴 +1.4억+1.4+0.0-0.0+0.0-1.4-0.0
52012450 한화에어로스페이스 🔗873,000909,000🔴 +4.12%-0.92%p×1.1🔻 개인🔴 +84.3억+153-26.8-191-41.8+165-58.3
53065710 서호전기 🔗41,70043,400🔴 +4.08%—×1.2🟢 외인🔴 +0.7억+0.7+0.0-0.0+0.0-0.7+0.0
54488900 비츠로넥스텍 🔗7,0107,280🔴 +3.85%-1.00%p×0.9🟢 외인🔴 +1.1억+1.1+0.0+0.0+0.0-0.9-0.2
55095270 웨이브일렉트로 🔗3,6853,810🔴 +3.39%—×0.9🟢 외인🔴 +0.4억+0.4+0.0+0.0+0.0-0.4+0.0
56105740 디케이락 🔗6,3906,600🔴 +3.29%—×1.0🟢 외인🔴 +1.0억+1.0+0.0+0.0+0.0-0.1-0.9
57009540 HD한국조선해양 🔗368,000380,000🔴 +3.26%-1.22%p×1.2🟦 연기금🔴 +134억-45.4+91.8-50.9+87.2-56.8-25.8
58221840 하이즈항공 🔗1,7641,820🔴 +3.17%—×3.5🟢 외인🔴 +0.1억+0.1+0.0+0.0+0.0-0.1+0.0
59010140 삼성중공업 🔗20,70021,250🔴 +2.66%-0.48%p×1.3🔻 개인🔵 -99.5억-82.3-13.9-38.0-3.3+147-9.8
60103230 에스앤더블류 🔗2,3552,410🔴 +2.34%—×1.1🔻 개인🔵 -0.1억-0.1+0.0+0.0+0.0+0.1+0.0
61014620 성광벤드 🔗26,15026,750🔴 +2.29%+0.00%p×2.4🔻 개인🔵 -14.0억-4.5-2.4+1.6-7.1+14.1-1.6
62439260 대한조선 🔗49,20050,200🔴 +2.03%+0.20%p×1.1🔻 개인🔵 -7.6억-12.3+5.0+0.4-0.3+7.3-0.2
63071970 HD현대마린엔진 🔗48,55049,400🔴 +1.75%-0.10%p×2.5🟢 외인🔴 +81.1억+77.7+2.7-117+0.7+48.0-12.2
64140660 위월드 🔗492500🔴 +1.63%—×0.4🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
65038010 제일테크노스 🔗5,0005,060🔴 +1.20%—×1.3🟡 금투🔵 -0.1억-0.1+0.0+0.1+0.0+0.0+0.0
66443060 HD현대마린솔루션 🔗180,600182,600🔴 +1.11%-0.77%p×1.5🟢 외인🔵 -4.6억+69.6-33.8-21.3-40.3+45.7-19.8
67013810 스페코 🔗1,5201,534🔴 +0.92%—×0.1🟡 금투⚪ +0.0억+0.0+0.0+0.0+0.0-0.0+0.0
68003570 SNT다이내믹스 🔗30,35030,500🔴 +0.49%-0.99%p×1.7🟢 외인🔴 +8.2억+10.2-1.5+1.8-0.5-4.2-5.9
69036530 SNT홀딩스 🔗49,35049,500🔴 +0.30%-0.92%p×2.4⚫ 그외🔵 -7.4억-5.2-1.1-0.9-1.1+4.0+4.3
70101000 KS인더스트리 🔗311311⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
71054180 메디콕스 🔗2,2952,295⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
72065570 삼영이엔씨 🔗764764⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
73067390 아스트 🔗428428⚪ +0.00%—×1.2🟢 외인🔴 +0.2억+0.2+0.0+0.0+0.0-0.2+0.0
74074610 이엔플러스 🔗5,1105,110⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
75434190 탈로스 🔗2,2552,255⚪ +0.00%—×0.9🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
76000880 한화 🔗83,80083,800⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
77082740 한화엔진 🔗39,95038,800🔵 -2.88%-0.63%p×2.8🔻 개인🔵 -89.3억-62.4-17.7-137-9.3+217+9.3

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29417970 모델솔루션 🔗IT서비스🔴 +9.14%🔴 +1.1억
30475580 에이럭스 🔗로봇AI🔴 +8.32%🔴 +1.3억
31002690 동일제강 🔗소재화학🔴 +8.14%⚪ +0.0억
32047080 한빛소프트 🔗소비미디어🔴 +7.97%🔵 -0.1억
33035460 기산텔레콤 🔗IT서비스🔴 +7.54%🔴 +1.2억
34096350 대창솔루션 🔗전력에너지🔴 +7.05%🔴 +0.2억
35263770 유에스티 🔗소재화학🔴 +6.88%🔵 -0.0억
36033500 동성화인텍 🔗소재화학🔴 +6.56%🔴 +0.2억
37005430 한국공항 🔗운송물류🔴 +6.46%🔴 +2.1억
38017960 한국카본 🔗소재화학🔴 +6.46%🔴 +0.8억
39093640 케이알엠 🔗반도체AI🔴 +6.37%🔴 +0.5억
40005810 풍산홀딩스 🔗소재화학🔴 +6.33%🔴 +5.6억
41052300 오션인더블유 🔗건설부동산🔴 +5.96%🔴 +0.0억
42119500 포메탈 🔗소재화학🔴 +5.72%🔴 +0.1억
43013030 하이록코리아 🔗전력에너지🔴 +5.55%🔴 +5.5억
44187270 신화콘텍 🔗반도체AI🔴 +5.43%⚪ +0.0억
45038540 상상인 🔗금융🔴 +5.12%🔵 -0.3억
46003490 대한항공 🔗운송물류🔴 +5.07%🔴 +185억
47377330 이지트로닉스 🔗전력에너지🔴 +5.06%🔴 +0.0억
48024740 한일단조 🔗자동차🔴 +4.97%🔴 +0.2억
49223310 사토시홀딩스 🔗소비미디어🔴 +4.90%🔵 -0.1억
50272450 진에어 🔗운송물류🔴 +4.84%🔴 +1.9억
51463480 모티브링크 🔗2차전지EV🔴 +4.80%🔴 +0.1억
52033320 제이씨현시스템 🔗IT서비스🔴 +4.79%🔴 +0.4억
53064960 SNT모티브 🔗자동차🔴 +4.53%🔵 -4.4억
54204610 티쓰리 🔗소비미디어🔴 +4.46%🔴 +1.1억
55025890 한국주강 🔗소재화학🔴 +4.33%🔴 +0.5억
56198940 한주라이트메탈 🔗자동차🔴 +3.87%🔴 +0.0억
57001430 세아베스틸지주 🔗소재화학🔴 +3.76%🔵 -12.5억
58020560 아시아나항공 🔗운송물류🔴 +3.56%🔴 +2.2억
59310870 디와이씨 🔗자동차🔴 +3.48%🔵 -0.2억
60455900 엔젤로보틱스 🔗로봇AI🔴 +3.48%🔴 +1.5억
61124560 태웅로직스 🔗운송물류🔴 +3.43%🔴 +0.6억
62006840 AK홀딩스 🔗운송물류🔴 +3.41%🔵 -0.1억
63079170 한창산업 🔗소재화학🔴 +3.28%🔴 +0.2억
64065950 웰크론 🔗소비미디어🔴 +3.20%🔵 -0.1억
65120030 조선선재 🔗소재화학🔴 +3.11%🔴 +0.1억
66091810 트리니티항공 🔗운송물류🔴 +2.76%🔴 +0.0억
67066900 디에이피 🔗자동차🔴 +2.49%🔵 -0.0억
68258610 케일럼 🔗전력에너지🔴 +2.11%🔵 -0.0억
69094850 참좋은여행 🔗소비미디어🔴 +1.99%🔵 -0.0억
70104620 노랑풍선 🔗소비미디어🔴 +1.96%🔴 +0.2억
71123700 SJM 🔗자동차🔴 +1.86%🔵 -0.1억
72298690 에어부산 🔗운송물류🔴 +1.42%🔴 +0.5억
73180640 한진칼 🔗운송물류🔴 +1.38%🔵 -8.2억
74072990 에이치시티 🔗IT서비스🔴 +1.25%🔵 -0.1억
75004270 남성 🔗자동차🔴 +1.13%🔴 +0.1억
76331380 포커스에이아이 🔗소프트웨어🔴 +0.96%🔴 +0.1억
77089590 제주항공 🔗운송물류🔴 +0.84%🔵 -0.2억
78175140 휴먼테크놀로지 🔗IT서비스🔴 +0.51%🔵 -0.2억
79155660 DSR 🔗소재화학🔴 +0.47%🔵 -0.1억
80133820 화인베스틸 🔗소재화학🔴 +0.10%🔴 +0.1억
81004870 티웨이홀딩스 🔗건설부동산⚪ +0.00%🔵 -0.2억
82053210 스카이라이프 🔗소비미디어🔵 -0.12%🔵 -0.5억
83080160 모두투어 🔗소비미디어🔵 -0.35%🔵 -2.6억
84424760 벨로크 🔗소프트웨어🔵 -2.34%🔵 -0.2억
85091590 남화토건 🔗건설부동산🔵 -7.29%🔵 -2.1억

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