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매크로-조선방산-2026-08-05_nxt

12 min read

조선방산 — 2026-08-05

매크로: 조선방산 · 종목: 77개 · smart money: +713억 · 강세(≥+10%): 9개

원인: 선박엔진 발주 확대·2분기 조선 실적 서프라이즈로 조선기자재·방산주 동반 강세 (신뢰도: 보통)

매크로 합산 매매

smart money외연금투투개그외
+713+450+79.7+87.6+184-1,070+269

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

매크로 내 종목 (77개, 등락률 내림차순)

#종목전일 종가종가등락률시간외vol색깔smart money외연금투투개그외
1460930 현대힘스 🔗13,94015,940➕ 🔴 +14.35%+9.47%p ⚡×0.5🟢 외인🔴 +6.3억+6.3+0.0+0.0+0.0-9.0+2.7
2103140 풍산 🔗70,90080,300🔴 +13.26%-0.56%p×3.0🟣 투신🔴 +99.8억+24.2+22.9+7.4+52.7-154+46.4
3072950 빛샘전자 🔗7,5608,550🔴 +13.10%—×18.4🔻 개인🔵 -20.9억-20.9+0.0+0.0+0.0+20.9-0.1
4082740 한화엔진 🔗40,90046,200🔴 +12.96%+0.37%p×1.0🟣 투신🔴 +61.3억+28.6-0.6-2.1+33.3-71.2+12.0
5077970 STX엔진 🔗24,65027,450🔴 +11.36%-2.64%p×1.9⚫ 그외🔵 -1.9억-9.0+5.2+3.3+1.9-8.7+7.3
6075580 세진중공업 🔗10,56011,730➕ 🔴 +11.08%+4.92%p×0.5🟢 외인🔴 +2.5억+3.4-0.8+0.4-0.1-2.2-0.7
7217590 티엠씨 🔗12,41013,750🔴 +10.80%—×4.8🔻 개인🔵 -28.4억-28.6+0.0-0.7+0.2+45.9-16.9
8071970 HD현대마린엔진 🔗52,90058,400🔴 +10.40%-1.51%p×1.0⚫ 그외🔴 +29.8억+10.1+9.5+1.8+10.2-49.2+17.6
9103230 에스앤더블류 🔗2,3502,585🔴 +10.00%—×1.2🟢 외인🔴 +0.2억+0.2+0.0+0.0+0.0-0.2+0.0
10064820 케이프 🔗8,4509,170🔴 +8.52%+2.37%p×0.3🟢 외인🔴 +3.8억+3.8+0.0+0.0+0.0-3.7-0.1
11333430 일승 🔗4,1004,420🔴 +7.80%—×1.2🟢 외인🔴 +4.8억+4.8+0.0+0.0+0.0-4.7-0.1
12474610 RF시스템즈 🔗6,6307,140🔴 +7.69%—×1.5⚫ 그외🔵 -1.1억-1.4+0.0+0.0+0.2+0.4+0.7
13010820 퍼스텍 🔗5,7606,200🔴 +7.64%—×0.7⚫ 그외🔴 +3.0억+2.9+0.0-0.1+0.1-6.1+3.2
140008Z0 에스엔시스 🔗22,45024,150🔴 +7.57%+0.00%p×1.1🟢 외인🔴 +1.4억+1.4+0.0+0.1+0.0-1.8+0.3
15014940 오리엔탈정공 🔗4,5404,850🔴 +6.83%—×0.3🟢 외인🔴 +3.6억+3.6+0.0+0.0+0.0-3.5-0.1
16462350 이노스페이스 🔗6,3606,760🔴 +6.29%—×0.9🔻 개인🔵 -2.1억-1.5+0.0+0.3-0.6+2.8-1.0
17382900 범한퓨얼셀 🔗15,20016,060🔴 +5.66%-0.98%p×1.7🟢 외인🔴 +1.2억+1.2+0.0+0.0+0.0-1.3+0.0
18129920 대성하이텍 🔗5,6806,000🔴 +5.63%—×2.5🔻 개인🔵 -4.5억-4.5+0.0-0.0+0.0+4.8-0.3
19368770 파이버프로 🔗12,50013,200🔴 +5.60%—×4.5🔻 개인🔵 -9.7억-9.9+0.0+0.5+0.2+9.2+0.0
20047810 한국항공우주 🔗136,100143,600🔴 +5.51%-2.13%p×0.8⚫ 그외🔵 -102억-49.3-47.0+6.4-5.8-152+248
21274090 켄코아에어로스페이스 🔗9,67010,190🔴 +5.38%—×1.1🟢 외인🔴 +0.4억+0.4+0.0+0.0+0.0-0.4+0.0
22484590 삼양컴텍 🔗6,2006,530🔴 +5.32%—×0.8🟢 외인🔴 +0.9억+0.8+0.0-0.1+0.1-0.9+0.1
23361390 제노코 🔗12,71013,360🔴 +5.11%—×1.2🔻 개인🔵 -1.2억-1.2+0.0-0.2+0.0+1.4+0.0
24064350 현대로템 🔗139,800146,900🔴 +5.08%-0.57%p×0.6🟢 외인🔴 +107억+140-18.0+5.0-14.7-93.9-18.3
25484870 엠앤씨솔루션 🔗16,20017,000🔴 +4.94%-0.62%p×0.7🔻 개인🔵 -0.9억-0.7+0.0-0.4-0.2+1.7-0.4
26140430 카티스 🔗1,7841,870🔴 +4.82%—×0.4🟢 외인🔴 +0.1억+0.1+0.0+0.0+0.0-0.1+0.0
270015G0 그린광학 🔗14,81015,500🔴 +4.66%—×0.8🔻 개인🔵 -0.3억-0.3-0.0-0.2+0.0+0.8-0.2
28085310 엔케이 🔗8,5808,970🔴 +4.55%—×0.4🟢 외인🔴 +0.4억+0.4+0.0+0.0+0.0-0.4-0.0
29073010 케이에스피 🔗2,6402,760🔴 +4.55%—×0.8🔻 개인🔵 -1.7억-1.7+0.0+0.0+0.0+1.7+0.0
30009540 HD한국조선해양 🔗375,500391,500🔴 +4.26%-1.20%p×0.8🟡 금투🔴 +20.6억-43.1+8.7+66.5+55.0-123+36.0
31042660 한화오션 🔗87,60091,100🔴 +4.00%-0.91%p×0.6🟢 외인🔴 +274억+212+39.9+64.4+21.3-364+26.1
32067390 아스트 🔗484503🔴 +3.93%—×0.9🟢 외인🔴 +0.3억+0.3+0.0-0.0+0.0-0.3+0.0
33101930 인화정공 🔗6,9007,160🔴 +3.77%-4.06%p×0.8🔻 개인🔵 -0.2억-0.2+0.0+0.0+0.0+0.1+0.1
34329180 HD현대중공업 🔗484,500502,000🔴 +3.61%-1.45%p×1.0🟣 투신🔵 -7.5억-79.1+5.6-79.6+66.0+65.9+21.3
35443060 HD현대마린솔루션 🔗185,400191,800🔴 +3.45%-0.70%p×0.8🟢 외인🔴 +16.0억+12.5+6.6+9.0-3.1-22.1-2.9
36095270 웨이브일렉트로 🔗4,2404,385🔴 +3.42%—×1.4🟢 외인🔴 +1.0억+1.0+0.0+0.0+0.0-1.0-0.1
37448710 코츠테크놀로지 🔗10,93011,300🔴 +3.39%—×0.3🟢 외인🔴 +0.8억+0.8+0.0+0.0+0.0-0.8-0.1
38267250 HD현대 🔗209,000216,000🔴 +3.35%-1.43%p×0.8🟡 금투🔵 -10.8억-32.6+18.4+19.3+3.5-14.2+5.7
39013810 스페코 🔗1,5781,630🔴 +3.30%—×1.4🔻 개인🔵 -0.0억-0.0+0.0+0.0+0.0+0.0+0.0
40439260 대한조선 🔗48,90050,500🔴 +3.27%-0.41%p×0.9🟢 외인🔴 +12.4억+10.3+0.5+1.4+1.7-6.4-7.5
41372910 한컴라이프케어 🔗1,7591,808🔴 +2.79%—×0.3🟢 외인🔴 +0.3억+0.3+0.0+0.0+0.0-0.3+0.0
42474170 루미르 🔗6,0106,160🔴 +2.50%—×1.4🔻 개인🔵 -0.8억-0.3+0.0+0.2-0.4+0.4+0.1
43099410 동방선기 🔗3,0303,105🔴 +2.48%—×0.4🟢 외인🔴 +0.3억+0.3+0.0+0.0+0.0-0.3-0.0
44272210 한화시스템 🔗69,20070,900🔴 +2.46%-2.16%p×0.6🟢 외인🔴 +132억+121+10.4+5.0+1.2-137-0.4
45437730 삼현 🔗37,75038,650🔴 +2.38%—×1.1🟣 투신🔴 +13.5억-9.6+0.0-3.3+23.1-9.9-0.3
46065710 서호전기 🔗43,00044,000🔴 +2.33%—×0.5🟢 외인🔴 +0.6억+0.6+0.0-0.1+0.0-0.5+0.0
47108380 대양전기공업 🔗17,02017,410🔴 +2.29%-0.65%p×0.5🟢 외인🔴 +1.0억+1.0+0.0+0.5+0.0-1.3-0.2
48038010 제일테크노스 🔗5,1605,260🔴 +1.94%—×0.4🟢 외인🔴 +0.1억+0.1+0.0+0.0+0.0-0.1-0.0
49086670 비엠티 🔗15,88016,180🔴 +1.89%—×1.6🟢 외인🔴 +1.4억+1.6+0.0-0.0-0.3+0.4-1.8
50079550 LIG디펜스앤에어로스페이스 🔗785,000799,000🔴 +1.78%+0.12%p×0.7🟢 외인🔴 +100억+126-5.0-25.8-20.3-27.4-47.0
51105740 디케이락 🔗6,8606,980🔴 +1.75%—×0.7🔻 개인🔵 -0.0억-0.0+0.0+0.0+0.0+0.3-0.3
52005870 휴니드 🔗4,2904,360🔴 +1.63%—×0.9🟢 외인🔴 +0.1억+0.1+0.0+0.0+0.0-0.1+0.0
53488900 비츠로넥스텍 🔗8,4908,620🔴 +1.53%-1.53%p×0.9🟢 외인🔴 +0.9억+0.9+0.0+0.0+0.0-0.8-0.1
54014620 성광벤드 🔗26,90027,300🔴 +1.49%-0.55%p×1.3🟢 외인🔴 +1.0억+18.0-13.5-4.6-3.6+5.5-1.9
55434190 탈로스 🔗2,2152,245🔴 +1.35%—×1.2🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
56318660 타임기술 🔗3,6953,740🔴 +1.22%—×0.9🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
57092460 한라IMS 🔗17,54017,750🔴 +1.20%+0.06%p×0.6🟢 외인🔴 +2.7억+2.7+0.0+0.0+0.0-2.3-0.4
58010140 삼성중공업 🔗21,80022,050🔴 +1.15%-0.68%p×0.8🔻 개인🔵 -91.0억-108+14.9+34.3+2.2+53.5+3.2
59012450 한화에어로스페이스 🔗996,0001,004,000🔴 +0.80%-0.30%p×0.4🟢 외인🔴 +79.7억+87.0+21.7-10.0-29.0-39.9-29.8
60215090 솔디펜스 🔗1,3891,400🔴 +0.79%—×0.1🔻 개인🔵 -0.1억-0.1+0.0+0.0+0.0+0.1+0.0
61288180 케이피항공산업 🔗7,4507,490🔴 +0.54%—×1.2🟢 외인🔴 +0.6억+1.3+0.0+0.0-0.7+0.1-0.7
62221840 하이즈항공 🔗1,9281,938🔴 +0.52%—×0.5🟢 외인🔴 +0.0억+0.0+0.0+0.0+0.0-0.0+0.0
63095190 신화프리텍 🔗1,9051,912🔴 +0.37%—×0.5🔻 개인🔵 -0.4억-0.4+0.0+0.1+0.0+0.4+0.0
64065450 빅텍 🔗2,9552,965🔴 +0.34%—×0.6🔻 개인🔵 -1.1억-1.1+0.0+0.0+0.0+1.1+0.1
65101000 KS인더스트리 🔗311311⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
66003570 SNT다이내믹스 🔗31,25031,250⚪ +0.00%-0.32%p×1.9🟢 외인🔴 +1.9억+14.8-7.5-3.1-5.3+9.8-8.7
67036530 SNT홀딩스 🔗48,30048,300⚪ +0.00%-0.41%p×0.3⚫ 그외🔴 +0.2억+0.2+0.0-0.1+0.1-0.3+0.2
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
70099320 쎄트렉아이 🔗73,20073,200⚪ +0.00%-0.82%p×1.0🟢 외인🔴 +15.0억+16.4+0.0-5.9-1.4-9.8+0.6
71140660 위월드 🔗661661⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
72074610 이엔플러스 🔗5,1105,110⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
73000880 한화 🔗83,80083,800⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
74274400 이노시뮬레이션 🔗2,3252,320🔵 -0.22%—×0.4🔻 개인🔵 -0.1억-0.1+0.0+0.0+0.0+0.1+0.0
75214430 아이쓰리시스템 🔗66,70066,100🔵 -0.90%-0.60%p×0.6🔻 개인🔴 +0.9억+0.7+0.0-4.0+0.1+2.7+0.5
76478340 나라스페이스테크놀로지 🔗10,40010,300🔵 -0.96%—×1.1🔻 개인🔵 -0.4억-0.4+0.0+0.0+0.0+0.4+0.0
77347700 스피어 🔗19,69019,250🔵 -2.23%—×1.4🔻 개인🔵 -3.8억-7.8+7.9+1.9-3.9+23.7-21.9

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28017960 한국카본 🔗소재화학🔴 +4.03%🔵 -8.3억
29097230 HJ중공업 🔗건설부동산🔴 +3.80%🔴 +10.0억
30223310 사토시홀딩스 🔗소비미디어🔴 +3.78%🔵 -0.0억
31475580 에이럭스 🔗로봇AI🔴 +3.44%🔴 +0.3억
32451760 컨텍 🔗소프트웨어🔴 +3.39%🔵 -0.3억
33005810 풍산홀딩스 🔗소재화학🔴 +3.38%🔴 +3.3억
34180640 한진칼 🔗운송물류🔴 +3.33%🔴 +42.4억
35187270 신화콘텍 🔗반도체AI🔴 +3.27%🔴 +0.0억
36042370 비츠로테크 🔗전력에너지🔴 +3.25%🔴 +2.4억
37272450 진에어 🔗운송물류🔴 +3.21%🔴 +1.5억
38273640 와이엠텍 🔗2차전지EV🔴 +3.10%🔵 -0.1억
39119500 포메탈 🔗소재화학🔴 +3.09%🔴 +0.1억
40003490 대한항공 🔗운송물류🔴 +3.07%🔴 +229억
41052300 오션인더블유 🔗건설부동산🔴 +2.93%🔴 +0.0억
42091590 남화토건 🔗건설부동산🔴 +2.86%🔴 +1.3억
43020560 아시아나항공 🔗운송물류🔴 +2.84%🔴 +2.6억
44093640 케이알엠 🔗반도체AI🔴 +2.71%🔴 +0.2억
45089590 제주항공 🔗운송물류🔴 +2.70%🔴 +2.4억
46004270 남성 🔗자동차🔴 +2.50%🔵 -0.0억
47073490 LIG아큐버 🔗IT서비스🔴 +2.40%🔴 +2.5억
48065950 웰크론 🔗소비미디어🔴 +2.38%🔴 +0.1억
49104620 노랑풍선 🔗소비미디어🔴 +2.35%🔴 +0.0억
50044490 태웅 🔗소재화학🔴 +2.34%🔴 +7.5억
51136150 원일티엔아이 🔗전력에너지🔴 +2.14%⚪ +0.0억
52123700 SJM 🔗자동차🔴 +2.09%🔴 +0.1억
53155660 DSR 🔗소재화학🔴 +2.01%🔴 +0.0억
54024740 한일단조 🔗자동차🔴 +1.92%🔵 -0.3억
55298690 에어부산 🔗운송물류🔴 +1.44%🔴 +0.5억
56013030 하이록코리아 🔗전력에너지🔴 +1.39%🔴 +3.0억
57033500 동성화인텍 🔗소재화학🔴 +1.19%🔵 -0.8억
58424760 벨로크 🔗소프트웨어🔴 +1.16%🔴 +0.1억
59053210 스카이라이프 🔗소비미디어🔴 +0.97%🔵 -0.2억
60080160 모두투어 🔗소비미디어🔴 +0.68%🔵 -0.4억
61005430 한국공항 🔗운송물류🔴 +0.66%🔴 +0.2억
62094850 참좋은여행 🔗소비미디어🔴 +0.59%🔵 -0.1억
63120030 조선선재 🔗소재화학🔴 +0.47%🔴 +0.2억
64198940 한주라이트메탈 🔗자동차🔴 +0.37%🔵 -0.5억
65204610 티쓰리 🔗소비미디어🔴 +0.32%🔵 -1.5억
66066900 디에이피 🔗자동차🔴 +0.29%⚪ +0.0억
67263770 유에스티 🔗소재화학🔴 +0.26%⚪ +0.0억
68038540 상상인 🔗금융🔴 +0.25%🔵 -0.1억
69033320 제이씨현시스템 🔗IT서비스🔴 +0.18%🔵 -0.2억
70064960 SNT모티브 🔗자동차⚪ +0.00%🔵 -3.4억
71377330 이지트로닉스 🔗전력에너지⚪ +0.00%🔴 +0.0억
72002690 동일제강 🔗소재화학🔵 -0.14%🔴 +0.1억
73124560 태웅로직스 🔗운송물류🔵 -0.22%🔵 -0.3억
74046120 오르비텍 🔗전력에너지🔵 -0.42%🔴 +0.2억
75133820 화인베스틸 🔗소재화학🔵 -0.62%🔴 +0.1억
76455900 엔젤로보틱스 🔗로봇AI🔵 -0.88%🔵 -0.6억
77006840 AK홀딩스 🔗운송물류🔵 -1.09%🔵 -0.2억
78047080 한빛소프트 🔗소비미디어🔵 -1.27%🔴 +0.1억
79258610 케일럼 🔗전력에너지🔵 -1.58%🔴 +0.0억
80072990 에이치시티 🔗IT서비스🔵 -2.71%🔵 -0.3억
81189300 인텔리안테크 🔗IT서비스🔵 -2.78%🔴 +1.6억
82310870 디와이씨 🔗자동차🔵 -3.28%🔵 -0.1억
83004870 티웨이홀딩스 🔗건설부동산🔵 -3.76%🔵 -0.2억
84218410 RFHIC 🔗반도체AI🔵 -6.11%🔵 -312억
85295310 에이치브이엠 🔗소재화학🔵 -7.04%🔵 -19.5억

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