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매크로-조선방산-2026-08-04_nxt

12 min read

조선방산 — 2026-08-04

매크로: 조선방산 · 종목: 77개 · smart money: +1,982억 · 강세(≥+10%): 15개

원인: 국방 AX·잠수함 전자전체계 등 방산 개별 재료 겹치며 코스피·코스닥 급등 속 방산주 순환매 (신뢰도: 보통)

매크로 합산 매매

smart money외연금투투개그외
+1,982+1,553+236-383+193-2,245+647

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

매크로 내 종목 (77개, 등락률 내림차순)

#종목전일 종가종가등락률시간외vol색깔smart money외연금투투개그외
1347700 스피어 🔗15,99019,690🔴 +23.14%—×4.4⚫ 그외🔵 -51.9억-68.1-1.2+3.7+17.4-27.0+75.2
2217590 티엠씨 🔗10,46012,410🔴 +18.64%—×1.0🟡 금투🔵 -3.0억-5.2+0.0+3.1+2.2+0.1-0.2
3140660 위월드 🔗575661🔴 +14.96%—×0.6🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
4129920 대성하이텍 🔗4,9455,680🔴 +14.86%—×1.3🔻 개인🔵 -1.1억-1.1+0.0+0.0-0.0+1.0+0.1
5079550 LIG디펜스앤에어로스페이스 🔗686,000785,000🔴 +14.43%-2.33%p×1.3🟢 외인🔴 +441억+428-19.4-20.3+32.4-485+63.5
6099320 쎄트렉아이 🔗64,50073,200🔴 +13.49%-0.15%p×1.2🟡 금투🔴 +5.6억+5.6+0.0+10.7+0.0-14.7-1.6
7272210 한화시스템 🔗61,10069,200🔴 +13.26%+0.17%p×0.9🟢 외인🔴 +138억+91.8+43.9-7.5+2.8-132+0.7
8214430 아이쓰리시스템 🔗59,20066,700🔴 +12.67%-0.51%p×1.1🟡 금투🔴 +0.6억+1.9+0.0+5.7-1.3-7.7+1.3
9474170 루미르 🔗5,3506,010🔴 +12.34%—×1.2🟡 금투🔵 -0.2억-0.2+0.0+0.1+0.0+0.1-0.0
100015G0 그린광학 🔗13,26014,810🔴 +11.69%—×1.2🟢 외인🔴 +2.1억+2.1-0.0-0.0-0.0-3.3+1.2
11047810 한국항공우주 🔗122,000136,100🔴 +11.56%-1.14%p×1.0⚫ 그외🔵 -42.4억-6.2-38.8+4.3+2.5-218+256
12368770 파이버프로 🔗11,28012,500🔴 +10.82%—×1.0🟡 금투🔴 +0.3억-0.3+0.0+0.9+0.7-0.5-0.8
13288180 케이피항공산업 🔗6,7507,450🔴 +10.37%—×1.5🟢 외인🔴 +0.5억+0.5+0.0+0.0+0.0-0.5+0.0
14488900 비츠로넥스텍 🔗7,7108,490➕ 🔴 +10.12%+0.52%p×1.2🟢 외인🔴 +3.0억+3.0+0.0-0.0+0.0-2.9-0.1
15012450 한화에어로스페이스 🔗905,000996,000🔴 +10.06%-0.88%p×1.3🟢 외인🔴 +557억+321+82.8-408+153-301+152
16064350 현대로템 🔗127,200139,800🔴 +9.91%-0.07%p×0.7🟢 외인🔴 +148억+135+23.1-12.4-9.9-133-3.2
17073010 케이에스피 🔗2,4052,640🔴 +9.77%—×0.9🔻 개인🔵 -1.2억-1.2+0.0+0.0+0.0+1.2+0.0
18082740 한화엔진 🔗37,45040,900🔴 +9.21%+0.40%p×1.2🟢 외인🔴 +79.3억+80.5-10.3-4.9+9.1-89.2+14.7
19478340 나라스페이스테크놀로지 🔗9,53010,400🔴 +9.13%—×1.5🟢 외인🔴 +0.9억+0.9+0.0+0.0+0.0-0.8-0.1
20474610 RF시스템즈 🔗6,0806,630🔴 +9.05%—×1.0🟢 외인🔴 +1.0억+1.0+0.0+0.0+0.0-1.1+0.1
21274090 켄코아에어로스페이스 🔗8,8709,670🔴 +9.02%—×1.7🟢 외인🔴 +0.9억+0.9+0.0+0.1+0.0-1.0-0.1
22067390 아스트 🔗444484🔴 +9.01%—×1.1🔻 개인🔵 -0.0억-0.0+0.0+0.0+0.0+0.0-0.0
23484590 삼양컴텍 🔗5,7006,200🔴 +8.77%—×1.0🟢 외인🔴 +3.1억+3.1+0.0+0.1+0.0-3.0-0.2
24071970 HD현대마린엔진 🔗48,80052,900🔴 +8.40%+0.61%p×0.8🟢 외인🔴 +21.4억+20.5+0.6-21.2+0.4+2.2-2.4
25462350 이노스페이스 🔗5,8906,360🔴 +7.98%—×1.1🔻 개인🔴 +1.1억+2.5+0.0-3.3-1.4+2.5-0.3
26010820 퍼스텍 🔗5,3405,760🔴 +7.87%—×0.7🟢 외인🔴 +5.7억+5.7+0.0+0.1+0.0-7.0+1.2
27064820 케이프 🔗7,8508,450🔴 +7.64%+0.51%p×0.3🟢 외인🔴 +1.5억+1.5+0.0+0.0+0.0-1.5+0.0
28095270 웨이브일렉트로 🔗3,9404,240🔴 +7.61%—×1.6🟢 외인🔴 +1.0억+1.0+0.0+0.0+0.0-0.9-0.1
29075580 세진중공업 🔗9,82010,560🔴 +7.54%+0.82%p×0.5🟣 투신🔴 +4.7억+2.4-0.4-0.0+2.7-4.8+0.1
30077970 STX엔진 🔗23,00024,650🔴 +7.17%+1.08%p×0.7🟦 연기금🔴 +1.0억-0.6+3.2+0.8-1.7-2.2+0.5
31361390 제노코 🔗11,87012,710🔴 +7.08%—×0.9🟢 외인🔴 +0.8억+0.8+0.0+0.1+0.0-0.8+0.0
32267250 HD현대 🔗195,200209,000🔴 +7.07%+0.26%p×0.9🟦 연기금🔴 +67.5억-1.0+52.1-23.9+16.5-51.2+7.6
33382900 범한퓨얼셀 🔗14,22015,200🔴 +6.89%+0.21%p×0.5🟢 외인🔴 +1.6억+1.6+0.0+0.0+0.0-1.6+0.0
34042660 한화오션 🔗82,00087,600🔴 +6.83%+0.12%p×0.6🟢 외인🔴 +291억+269+17.7+87.6+4.1-423+44.7
35484870 엠앤씨솔루션 🔗15,25016,200🔴 +6.23%+0.59%p×0.8🟢 외인🔴 +0.6억+0.9+0.0-0.2-0.4-0.7+0.3
36101930 인화정공 🔗6,5106,900🔴 +5.99%+1.69%p×0.8🟢 외인🔴 +0.1억+0.1+0.0+0.0+0.0-0.1+0.0
370008Z0 에스엔시스 🔗21,20022,450🔴 +5.90%+0.71%p×0.4🔻 개인🔵 -0.8억-0.8+0.0+0.0+0.0+0.8+0.1
38448710 코츠테크놀로지 🔗10,37010,930🔴 +5.40%—×0.2🟢 외인🔴 +0.5억+0.5+0.0+0.0+0.0-0.4-0.0
39215090 솔디펜스 🔗1,3181,389🔴 +5.39%—×0.3🟢 외인🔴 +0.5억+0.5+0.0-0.0+0.0-0.5+0.0
40014940 오리엔탈정공 🔗4,3104,540🔴 +5.34%—×0.2🟢 외인🔴 +2.7억+2.7+0.0+0.0+0.0-2.7+0.0
41010140 삼성중공업 🔗20,70021,800🔴 +5.31%+0.72%p×1.0🟢 외인🔴 +191억+113+71.7+3.3+5.6-198+4.2
42072950 빛샘전자 🔗7,1807,560🔴 +5.29%—×0.7🟢 외인🔴 +0.1억+0.1+0.0+0.0+0.0-0.1+0.0
43460930 현대힘스 🔗13,25013,940🔴 +5.21%+1.51%p×0.3🟢 외인🔴 +18.3억+18.3+0.0-0.1+0.0-18.2-0.1
44329180 HD현대중공업 🔗461,000484,500🔴 +5.10%+0.33%p×0.5⚫ 그외🔵 -49.5억-70.1+25.7+6.2-5.1-29.5+72.8
45103140 풍산 🔗67,60070,900🔴 +4.88%+0.59%p×0.9🟢 외인🔴 +13.1억+6.9+4.9+0.1+1.2-13.0-0.2
46014620 성광벤드 🔗25,65026,900🔴 +4.87%+1.17%p×0.9🟡 금투🔵 -6.2억-5.9+0.0+8.4-0.3-2.2+0.0
47099410 동방선기 🔗2,8953,030🔴 +4.66%—×0.3🟢 외인🔴 +0.1억+0.1+0.0+0.0+0.0-0.0-0.1
48085310 엔케이 🔗8,2208,580🔴 +4.38%—×0.5🟢 외인🔴 +0.6억+0.6+0.0+0.0+0.0-0.5-0.0
49005870 휴니드 🔗4,1104,290🔴 +4.38%—×0.8🟢 외인🔴 +1.0억+1.0+0.0+0.0+0.0-1.0+0.0
50065450 빅텍 🔗2,8452,955🔴 +3.87%—×0.7🟢 외인🔴 +1.4억+1.4+0.0+0.0+0.0-1.4-0.0
51009540 HD한국조선해양 🔗362,000375,500🔴 +3.73%+0.42%p×0.7🟡 금투🔴 +35.6억+21.5+21.9+40.0-7.8-54.0-21.6
52333430 일승 🔗3,9554,100🔴 +3.67%—×1.5🟢 외인🔴 +2.0억+2.0+0.0+0.0+0.0-2.1+0.1
53439260 대한조선 🔗47,25048,900🔴 +3.49%+0.42%p×0.8🟢 외인🔴 +3.2억+3.0+0.0+1.7+0.2+3.0-7.8
54372910 한컴라이프케어 🔗1,7021,759🔴 +3.35%—×0.4🟢 외인🔴 +0.8억+0.8+0.0+0.0+0.0-0.8+0.0
55443060 HD현대마린솔루션 🔗180,000185,400🔴 +3.00%+0.28%p×1.2🟢 외인🔴 +74.0억+144-41.7-67.3-28.6-1.0-5.7
56108380 대양전기공업 🔗16,53017,020🔴 +2.96%+0.06%p×0.7🟢 외인🔴 +1.3억+1.3+0.0-1.0+0.0-0.1-0.2
57003570 SNT다이내믹스 🔗30,40031,250🔴 +2.80%+0.83%p×1.0🟢 외인🔴 +4.8억+6.6+0.0-0.0-1.8+1.0-5.8
58038010 제일테크노스 🔗5,0205,160🔴 +2.79%—×0.5🟢 외인🔴 +0.2억+0.2+0.0+0.0+0.0-0.2+0.0
59105740 디케이락 🔗6,6806,860🔴 +2.69%—×0.8🟢 외인🔴 +0.3억+0.3+0.0+0.0+0.0-0.3-0.0
60092460 한라IMS 🔗17,12017,540🔴 +2.45%-0.65%p×0.6🟢 외인🔴 +2.8억+2.8+0.0-0.0+0.0-3.3+0.5
61221840 하이즈항공 🔗1,8841,928🔴 +2.34%—×0.6🟢 외인🔴 +0.0억+0.0+0.0+0.0+0.0-0.0+0.0
62036530 SNT홀딩스 🔗47,45048,300🔴 +1.79%+0.21%p×0.3🟢 외인🔴 +1.4억+1.4+0.0+0.1+0.0-1.4-0.1
63095190 신화프리텍 🔗1,8731,905🔴 +1.71%—×0.7🟢 외인🔴 +0.1억+0.1+0.0-0.0+0.0-0.1+0.0
64274400 이노시뮬레이션 🔗2,2902,325🔴 +1.53%—×0.6🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
65086670 비엠티 🔗15,68015,880🔴 +1.28%—×0.7🟢 외인🔴 +0.4억+0.4+0.0+0.0+0.0-0.4+0.0
66013810 스페코 🔗1,5651,578🔴 +0.83%—×0.1🔻 개인🔵 -0.1억-0.1+0.0-0.0+0.0+0.1+0.0
67101000 KS인더스트리 🔗311311⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
68054180 메디콕스 🔗2,2952,295⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
69065570 삼영이엔씨 🔗764764⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
70074610 이엔플러스 🔗5,1105,110⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
71318660 타임기술 🔗3,6953,695⚪ +0.00%—×0.0🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
72000880 한화 🔗83,80083,800⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
73065710 서호전기 🔗43,30043,000🔵 -0.69%—×0.6🟡 금투🔵 -0.0억-0.0+0.0+0.1+0.0-0.1+0.0
74140430 카티스 🔗1,8001,784🔵 -0.89%—×0.4🟢 외인🔴 +0.2억+0.2+0.0+0.0+0.0-0.2+0.0
75434190 탈로스 🔗2,2452,215🔵 -1.34%—×1.4🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
76103230 에스앤더블류 🔗2,4002,350🔵 -2.08%—×0.7🟢 외인🔴 +0.0억+0.0+0.0+0.0+0.0-0.0+0.0
77437730 삼현 🔗39,85037,750🔵 -5.27%—×1.6🟡 금투🔴 +2.1억+2.1+0.0+9.7+0.0-11.5-0.2

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28072990 에이치시티 🔗IT서비스🔴 +6.22%🔵 -0.1억
29136150 원일티엔아이 🔗전력에너지🔴 +6.21%🔴 +0.2억
30033500 동성화인텍 🔗소재화학🔴 +6.01%🔵 -2.3억
310011A0 액스비스 🔗2차전지EV🔴 +5.95%🔴 +0.2억
32321370 센서뷰 🔗IT서비스🔴 +5.61%🔴 +1.0억
33198940 한주라이트메탈 🔗자동차🔴 +5.45%🔵 -0.1억
34035460 기산텔레콤 🔗IT서비스🔴 +5.43%🔴 +1.1억
35356860 티엘비 🔗반도체AI🔴 +5.29%🔵 -35.2억
36452190 한빛레이저 🔗반도체AI🔴 +5.26%🔴 +1.1억
37013030 하이록코리아 🔗전력에너지🔴 +4.87%🔴 +2.4억
38187270 신화콘텍 🔗반도체AI🔴 +4.76%🔵 -0.0억
39088800 에이스테크 🔗IT서비스🔴 +4.35%🔴 +0.1억
40377330 이지트로닉스 🔗전력에너지🔴 +4.04%🔴 +0.0억
41155660 DSR 🔗소재화학🔴 +3.95%🔵 -0.2억
42033320 제이씨현시스템 🔗IT서비스🔴 +3.87%🔵 -0.1억
43273640 와이엠텍 🔗2차전지EV🔴 +3.76%🔴 +0.1억
44101170 우림피티에스 🔗로봇AI🔴 +3.74%🔴 +0.7억
45024740 한일단조 🔗자동차🔴 +3.74%🔴 +0.6억
46463480 모티브링크 🔗2차전지EV🔴 +3.70%🔴 +0.1억
47081180 쎄크 🔗반도체AI🔴 +3.36%🔴 +2.0억
48096350 대창솔루션 🔗전력에너지🔴 +3.23%🔴 +0.7억
49091590 남화토건 🔗건설부동산🔴 +3.18%🔴 +4.6억
50263770 유에스티 🔗소재화학🔴 +2.99%🔵 -0.0억
51455900 엔젤로보틱스 🔗로봇AI🔴 +2.95%🔵 -4.2억
52094850 참좋은여행 🔗소비미디어🔴 +2.93%🔴 +0.1억
53104620 노랑풍선 🔗소비미디어🔴 +2.76%🔴 +0.2억
54005430 한국공항 🔗운송물류🔴 +2.70%🔴 +0.8억
55124560 태웅로직스 🔗운송물류🔴 +2.63%🔵 -0.0억
56005810 풍산홀딩스 🔗소재화학🔴 +2.60%🔴 +2.2억
57223310 사토시홀딩스 🔗소비미디어🔴 +2.50%🔴 +0.2억
58064960 SNT모티브 🔗자동차🔴 +2.25%🔵 -0.7억
59417970 모델솔루션 🔗IT서비스🔴 +2.14%🔵 -0.1억
60133820 화인베스틸 🔗소재화학🔴 +2.11%🔴 +0.1억
61009730 이렘 🔗소재화학🔴 +1.87%🔵 -0.1억
62047080 한빛소프트 🔗소비미디어🔴 +1.79%🔴 +0.1억
63258610 케일럼 🔗전력에너지🔴 +1.60%🔴 +0.1억
64123700 SJM 🔗자동차🔴 +1.36%⚪ +0.0억
65053210 스카이라이프 🔗소비미디어🔴 +1.36%🔴 +0.3억
66080160 모두투어 🔗소비미디어🔴 +1.26%🔵 -0.1억
67180640 한진칼 🔗운송물류🔴 +0.93%🔴 +12.4억
68020560 아시아나항공 🔗운송물류🔴 +0.86%🔴 +0.3억
69119500 포메탈 🔗소재화학🔴 +0.83%🔴 +0.1억
70079170 한창산업 🔗소재화학🔴 +0.81%🔴 +0.1억
71038540 상상인 🔗금융🔴 +0.74%🔴 +0.0억
72120030 조선선재 🔗소재화학🔴 +0.60%🔴 +0.0억
73089590 제주항공 🔗운송물류🔴 +0.59%🔴 +1.4억
74272450 진에어 🔗운송물류🔴 +0.57%🔴 +0.3억
75002690 동일제강 🔗소재화학🔴 +0.34%🔴 +0.0억
76013520 화승코퍼레이션 🔗자동차🔴 +0.19%🔵 -0.2억
77298690 에어부산 🔗운송물류🔴 +0.07%🔴 +0.3억
78204610 티쓰리 🔗소비미디어⚪ +0.00%🔵 -0.3억
79025890 한국주강 🔗소재화학🔵 -0.22%🔵 -0.0억
80003490 대한항공 🔗운송물류🔵 -0.38%🔵 -36.8억
81066900 디에이피 🔗자동차🔵 -0.58%🔵 -0.0억
82331380 포커스에이아이 🔗소프트웨어🔵 -1.19%🔵 -0.1억
83052300 오션인더블유 🔗건설부동산🔵 -1.44%🔵 -0.1억
84065950 웰크론 🔗소비미디어🔵 -1.53%🔴 +0.0억
85004270 남성 🔗자동차🔵 -2.12%🔴 +0.0억

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