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매크로-전력에너지-2026-08-06_nxt

21 min read

전력에너지 — 2026-08-06

매크로: 전력에너지 · 종목: 122개 · smart money: -2,237억 · 강세(≥+10%): 1개

원인: 美 트럼프 정부 중국산 폴리실리콘 규제·관세 검토로 비중국 태양광업체 반사이익 기대 (신뢰도: 보통)

매크로 합산 매매

smart money외연금투투개그외
-2,237-2,748+392+436+119+1,573+228

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

매크로 내 종목 (122개, 등락률 내림차순)

#종목전일 종가종가등락률시간외vol색깔smart money외연금투투개그외
1040160 누리플렉스 🔗4,8055,540🔴 +15.30%—×5.8🔻 개인🔵 -2.0억-2.0+0.0+0.0+0.0+2.0+0.0
2137950 제이씨케미칼 🔗2,7953,045🔴 +8.94%—×12.3🔻 개인🔵 -9.6억-9.6+0.0+0.0+0.0+5.8+3.8
3010060 OCI홀딩스 🔗240,500256,500⚡ 🔴 +6.65%+5.19%p ⚡×0.8🔻 개인🔵 -159억-217+33.0+8.8+25.1+95.3+54.7
4038870 에코심플렉스 🔗1,7421,850🔴 +6.20%—×1.0⚫ 그외🔵 -0.3억-0.3+0.0+0.0+0.0-0.0+0.3
5057540 옴니시스템 🔗773819🔴 +5.95%—×0.8⚫ 그외🔴 +0.4억+0.4+0.0+0.0+0.0-2.1+1.7
6119850 지엔씨에너지 🔗49,45052,300🔴 +5.76%+2.42%p×0.6🔻 개인🔵 -58.5억-62.3+0.3-0.9+3.5+82.8-23.4
7018000 유니슨 🔗855903🔴 +5.61%—×1.2⚫ 그외🔵 -1.4억-1.4+0.0-0.2+0.0-1.9+3.5
8083650 비에이치아이 🔗50,50053,000🔴 +4.95%-0.20%p×1.7⚫ 그외🔵 -24.2억-32.7+1.0+9.0+7.6+1.8+13.3
9294630 서남 🔗2,8402,935🔴 +3.35%—×5.3🔻 개인🔵 -3.2억-3.2+0.0+0.0+0.0+3.2+0.0
10078930 GS 🔗95,90099,000🔴 +3.23%+0.21%p×0.9⚫ 그외🔵 -60.5억-179+87.2+2.9+31.4-32.0+89.6
11112610 씨에스윈드 🔗41,00042,250🔴 +3.05%—×0.7🟦 연기금🔴 +14.8억-3.8+9.9+6.7+8.7-26.3+4.8
12047050 포스코인터내셔널 🔗54,30055,900🔴 +2.95%+0.92%p×0.6🟣 투신🔴 +25.7억-20.5+17.3+11.2+28.9-40.6+3.8
13107640 한중엔시에스 🔗33,00033,750🔴 +2.27%+1.06%p×0.9🔻 개인🔵 -1.9억+2.9+0.0+1.2-4.8+3.0-2.3
14018670 SK가스 🔗213,000217,500🔴 +2.11%-1.18%p×0.7⚫ 그외🔴 +2.6억-0.5+2.7+2.2+0.4-13.7+8.8
15054220 비츠로시스 🔗1,4091,436🔴 +1.92%—×1.0🟢 외인🔴 +0.1억+0.1+0.0+0.0+0.0-0.1-0.0
16017940 E1 🔗84,00085,600🔴 +1.90%+0.95%p×0.3🟦 연기금🔴 +0.5억+0.0+0.4-0.2+0.0-0.2-0.0
17082920 비츠로셀 🔗31,55032,150🔴 +1.90%+2.06%p×0.7🔻 개인🔵 -7.1억-7.4+1.1-0.2-0.8+9.2-1.9
18267290 경동도시가스 🔗20,15020,500🔴 +1.74%—×0.3🟢 외인🔴 +0.6억+0.6+0.0+0.0+0.0-0.6-0.0
19006260 LS 🔗322,500327,500🔴 +1.55%-0.31%p×1.4🔻 개인🔵 -238억-311+15.8+44.1+57.9+175+18.7
20036460 한국가스공사 🔗34,10034,600🔴 +1.47%-0.44%p×0.7🟢 외인🔴 +28.0억+23.8+2.7+1.0+1.6-27.8-1.3
21010950 S-Oil 🔗123,200125,000🔴 +1.46%+0.08%p×0.6🟦 연기금🔴 +25.5억-44.2+45.6-5.3+24.0-25.2+5.0
22012340 뉴인텍 🔗917930🔴 +1.42%—×0.9🔻 개인🔵 -0.7억-0.7+0.0-0.0+0.0+0.9-0.1
23101970 우양에이치씨 🔗9,2509,380🔴 +1.41%—×0.2🟢 외인🔴 +0.0억+0.0+0.0+0.0+0.0-0.0+0.0
24180060 탑선 🔗5,0705,140🔴 +1.38%—×0.6🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
25015360 INVENI 🔗14,10014,290🔴 +1.35%+0.00%p×1.7🟢 외인🔴 +1.8억+1.8+0.0-0.1+0.0-1.7+0.0
26355690 에이텀 🔗4,3054,355🔴 +1.16%—×0.4🟢 외인🔴 +0.1억+0.1+0.0-0.0+0.0-0.1+0.0
27053050 지에스이 🔗1,6821,701🔴 +1.13%—×0.3🔻 개인🔵 -0.1억-0.1+0.0+0.0+0.0+0.1+0.0
28034020 두산에너빌리티 🔗75,70076,500🔴 +1.06%+0.14%p×0.8🔻 개인🔵 -234억-262+33.4+12.1-5.6+164+58.3
29015860 일진홀딩스 🔗6,1906,250🔴 +0.97%—×1.0🟢 외인🔴 +0.3억+0.3+0.0-0.0+0.0-0.3-0.0
30051600 한전KPS 🔗46,70047,100🔴 +0.86%-0.21%p×0.5🟡 금투🔴 +4.3억+1.5+2.2+3.0+0.5-7.4+0.1
31128820 대성산업 🔗4,1704,205🔴 +0.84%—×0.5🟢 외인🔴 +0.4억+0.4+0.0+0.0+0.0-0.4+0.0
32009830 한화솔루션 🔗30,15030,400🔴 +0.83%—×1.0🟦 연기금🔵 -90.0억-177+60.8+1.8+26.3+55.6+32.6
33036190 금화피에스시 🔗32,25032,500🔴 +0.78%—×1.1🟡 금투🔵 -0.2억-0.2+0.0+0.2+0.0+0.0+0.0
34017390 서울가스 🔗54,50054,900🔴 +0.73%-0.19%p×0.5🟢 외인🔴 +0.8억+0.8+0.0+0.0+0.0-0.5-0.3
35100840 SNT에너지 🔗27,90028,100🔴 +0.72%+0.72%p×0.7⚫ 그외🔵 -0.8억+0.1-1.3+0.3+0.4-0.9+1.4
36060900 에이전트AI 🔗4,3704,395🔴 +0.57%—×0.5⚫ 그외🔵 -0.1억-0.1+0.0+0.0+0.0-0.0+0.1
37448280 에코아이 🔗6,9707,010🔴 +0.57%-0.72%p×0.5🟢 외인🔴 +0.3억+0.3+0.0+0.0+0.0-0.3+0.0
38267260 HD현대일렉트릭 🔗760,000764,000🔴 +0.53%+0.40%p×0.7🟦 연기금🔵 -10.1억-39.7+25.9-6.2+3.6+19.3-3.0
39297090 씨에스베어링 🔗3,8303,850🔴 +0.52%—×0.6🔻 개인🔵 -0.5억-0.5+0.0+0.1+0.0+0.4+0.0
40003480 한진중공업홀딩스 🔗4,7654,785🔴 +0.42%—×1.5🟢 외인🔴 +0.0억+0.0+0.0+0.0+0.0-0.0+0.0
41016710 대성홀딩스 🔗6,9306,950🔴 +0.29%—×0.3🟢 외인🔴 +0.1억+0.1+0.0+0.0+0.0-0.1+0.0
42015760 한국전력 🔗35,75035,850🔴 +0.28%-0.28%p×0.6🟦 연기금🔴 +3.3억-17.8+21.1+19.8+0.1-30.5+7.4
43027040 서울전자통신 🔗1,9671,972🔴 +0.25%—×1.2🟢 외인🔴 +0.5억+0.5+0.0+0.0+0.0-0.5+0.1
44046120 오르비텍 🔗4,7754,785🔴 +0.21%—×0.7🔻 개인🔵 -0.3억-0.3+0.0+0.0+0.0+0.3+0.0
45004690 삼천리 🔗119,300119,500🔴 +0.17%-0.25%p×0.7🟢 외인🔴 +0.6억+0.4+0.2+0.1+0.0-0.4-0.3
46017510 세명전기 🔗7,4107,420🔴 +0.13%—×1.5🔻 개인🔵 -6.3억-6.6+0.0+0.0+0.3+6.5-0.1
47258610 케일럼 🔗9991,000🔴 +0.10%—×0.4🔻 개인🔵 -0.0억-0.0+0.0+0.0+0.0+0.0+0.0
48119650 KC코트렐 🔗918918⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
49012320 경동인베스트 🔗45,75045,750⚪ +0.00%—×0.3🔻 개인🔵 -0.2억-0.2+0.0+0.0+0.0+0.2+0.0
50017040 광명전기 🔗932932⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
51453450 그리드위즈 🔗14,04014,040⚪ +0.00%—×0.4🔻 개인🔵 -1.0억-1.0+0.0+0.0+0.0+1.0+0.0
52068240 다원시스 🔗2,5302,530⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
530001A0 덕양에너젠 🔗8,3808,380⚪ +0.00%—×0.8🟢 외인🔴 +0.0억+0.0+0.0+0.0+0.0-0.0-0.0
54002420 세기상사 🔗5,7605,760⚪ +0.00%—×1.2🟡 금투🔵 -0.0억-0.0+0.0+0.1+0.0-0.0+0.0
55019990 에너토크 🔗4,8704,870⚪ +0.00%—×1.2🔻 개인🔵 -0.2억-0.2+0.0+0.0+0.0+0.2+0.0
56071320 지역난방공사 🔗64,10064,100⚪ +0.00%-0.31%p×0.9🔻 개인🔵 -2.6억-2.5-0.1+0.4-0.0+3.9-1.7
57313760 캐리 🔗468468⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
58258050 테크트랜스 🔗449449⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
59043220 티에스넥스젠 🔗1,7101,710⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
60043200 파루 🔗512512⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
61000500 가온전선 🔗155,200155,000🔵 -0.13%-0.07%p×0.5🔻 개인🔵 -55.7억-66.4+10.3+6.2+0.3+48.0+1.5
62013030 하이록코리아 🔗32,75032,700🔵 -0.15%+0.16%p×0.5🔻 개인🔵 -3.0억-1.6-1.5-0.0+0.0+1.8+1.3
63060370 LS마린솔루션 🔗31,20031,150🔵 -0.16%+0.16%p×0.7🟡 금투🔵 -2.1억-2.7+0.5+8.0+0.2-7.5+1.5
64034590 인천도시가스 🔗26,40026,350🔵 -0.19%—×0.2🟢 외인🔴 +0.0억+0.0+0.0+0.0+0.0-0.0+0.0
65126880 제이엔케이글로벌 🔗2,6502,645🔵 -0.19%—×0.4🟢 외인🔴 +0.1억+0.1+0.0+0.0+0.0-0.1+0.0
66005090 SGC에너지 🔗50,00049,900🔵 -0.20%+0.90%p×0.7🟦 연기금🔴 +10.8억-4.6+10.5-3.2+4.9-0.6-7.1
67130660 한전산업 🔗11,49011,460🔵 -0.26%—×0.8🔻 개인🔵 -0.8억-0.8+0.0+0.2+0.0+0.6+0.0
68117580 대성에너지 🔗6,6906,670🔵 -0.30%—×0.5🔻 개인🔵 -0.4억-0.4+0.0+0.0+0.0+0.4+0.0
69100130 동국S&C 🔗1,4941,489🔵 -0.33%—×0.7🟢 외인🔴 +0.1억+0.1+0.0+0.1+0.0-0.1+0.0
70105840 우진 🔗14,83014,780🔵 -0.34%—×0.6🔻 개인🔵 -0.5억-1.3+0.4-0.5+0.4+1.2-0.2
71288620 에스프리즘 🔗4,1154,100🔵 -0.36%—×0.3🔻 개인🔵 -0.0억-0.0+0.0+0.0+0.0+0.0+0.0
72413300 티엘엔지니어링 🔗1,9981,990🔵 -0.40%—×0.3🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
73417200 LS머트리얼즈 🔗12,00011,950🔵 -0.42%—×0.8🟡 금투🔵 -4.4억-4.3-0.1+2.9+0.0+1.3+0.2
74011690 와이투솔루션 🔗3,3703,355🔵 -0.45%—×0.5🔻 개인🔵 -0.5억-0.5+0.0+0.0+0.0+0.4+0.1
75096770 SK이노베이션 🔗109,100108,500🔵 -0.55%-0.09%p×0.5🟢 외인🔵 -8.2억+90.2-37.9+18.2-60.5+7.9-17.9
76052690 한전기술 🔗102,800102,200🔵 -0.58%+0.00%p×0.5🟡 금투🔵 -1.8억-5.7+3.7+8.0+0.2-4.1-2.0
77024060 흥구석유 🔗10,23010,170🔵 -0.59%—×0.2🔻 개인🔵 -7.8억-7.8+0.0+0.0+0.0+7.7+0.1
78062040 산일전기 🔗163,300162,200🔵 -0.67%+0.49%p×1.0🔻 개인🔵 -86.2억-130+9.2+17.3+34.2+82.0-13.2
79126720 수산인더스트리 🔗22,35022,200🔵 -0.67%-0.67%p×0.4🟡 금투🔴 +0.2억+0.2+0.0+0.2+0.0-0.5+0.1
80282720 금양그린파워 🔗8,1008,040🔵 -0.74%—×0.4🔻 개인🔵 -0.1억-0.1+0.0+0.0+0.0+0.0+0.0
81100090 SK오션플랜트 🔗13,82013,710🔵 -0.80%—×0.2🟢 외인🔴 +8.6억+5.1+0.6+0.0+2.9-9.3+0.7
82136150 원일티엔아이 🔗7,1607,100🔵 -0.84%—×0.5🔻 개인🔵 -0.2억-0.2+0.0+0.0+0.0+0.2+0.0
83270520 앱튼 🔗3,7303,695🔵 -0.94%—×0.9🔻 개인🔵 -3.4억-3.4+0.0+0.0+0.0+2.5+0.9
84250060 모비스 🔗2,8602,830🔵 -1.05%—×0.7🔻 개인🔵 -0.3억-0.3+0.0+0.0+0.0+0.3+0.0
85388050 지투파워 🔗7,8607,760🔵 -1.27%—×1.0🔻 개인🔵 -0.4억-0.4+0.0+0.1+0.0+0.2+0.1
86096350 대창솔루션 🔗1,7991,776🔵 -1.28%—×0.5🟢 외인🔴 +0.2억+0.2+0.0+0.0+0.0-0.2+0.0
87033100 제룡전기 🔗46,20045,600🔵 -1.30%-0.22%p×0.7🟡 금투🔵 -12.3억-12.4+0.1+7.2-0.0+7.0-1.9
88042370 비츠로테크 🔗8,9008,780🔵 -1.35%—×0.6🟢 외인🔴 +0.8억+0.8+0.0+0.0+0.0-0.7-0.1
89322000 HD현대에너지솔루션 🔗135,900134,000🔵 -1.40%—×0.3🟢 외인🔴 +7.0억+41.4-8.9+5.2-25.5-21.8+9.7
90229640 LS에코에너지 🔗46,50045,850🔵 -1.40%+0.64%p×0.8🔻 개인🔵 -14.9억-17.1+1.1+4.3+1.1+9.0+1.6
91010120 LS ELECTRIC 🔗206,000203,000🔵 -1.46%+0.24%p×0.6🟡 금투🔵 -155억-111+15.3+83.4-59.0+60.8+10.6
92147830 제룡산업 🔗6,8506,750🔵 -1.46%—×0.8🔻 개인🔵 -1.0억-1.3+0.0+0.0+0.3+1.1-0.1
93377330 이지트로닉스 🔗2,7052,665🔵 -1.48%—×0.8🟢 외인🔴 +0.0억+0.0+0.0+0.0+0.0-0.0+0.0
94189860 서전기전 🔗4,3254,260🔵 -1.50%—×0.7🟢 외인🔴 +0.6억+0.6+0.0+0.0+0.0-0.6+0.0
95125020 티씨머티리얼즈 🔗5,3405,260🔵 -1.50%—×0.7🔻 개인🔵 -1.0억-1.0+0.0+0.0+0.0+0.8+0.2
96004800 효성 🔗160,400157,800🔵 -1.62%-0.19%p×0.6🟦 연기금🔴 +1.0억-6.1+5.3+0.1+1.8-3.1+2.0
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104237750 피앤씨테크 🔗4,0503,955🔵 -2.35%—×0.3🔻 개인🔵 -0.0억-0.0+0.0+0.0+0.0+0.0+0.0
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107007610 선도전기 🔗4,6704,540🔵 -2.78%—×0.8🟢 외인🔴 +2.0억+2.0+0.0+0.0+0.0-2.0+0.0
108106240 파인테크닉스 🔗1,3031,263🔵 -3.07%—×0.2🔻 개인🔵 -0.0억-0.0+0.0+0.0+0.0+0.0+0.0
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111199820 제일일렉트릭 🔗7,7107,440🔵 -3.50%—×0.9🔻 개인🔵 -4.7억-4.7+0.0+0.0+0.0+4.7-0.0
112389260 대명에너지 🔗14,54014,020🔵 -3.58%—×0.3🔻 개인🔵 -2.7억-2.4+0.0+0.1-0.3+2.6-0.1
113336260 두산퓨얼셀 🔗33,40032,200🔵 -3.59%-2.39%p×0.9🔻 개인🔵 -107억-127-14.0+3.5+33.9+113-9.5
114001440 대한전선 🔗28,45027,400🔵 -3.69%—×0.8🔻 개인🔵 -73.3억-111+22.9+11.7+15.1+55.1+6.5
115115530 씨엔플러스 🔗2,5502,450🔵 -3.92%—×1.2🔻 개인🔵 -0.1억-0.1+0.0+0.0+0.0+0.1+0.0
116032820 우리기술 🔗11,73011,240🔵 -4.18%—×0.9🟡 금투🔵 -18.8억-19.1+0.2+13.1+0.1+5.0+0.7
117475150 SK이터닉스 🔗57,70055,000🔵 -4.68%—×0.3🔻 개인🔴 +12.0억-3.5+8.8-1.4+6.7+27.9-38.5
118126340 비나텍 🔗70,60067,200🔵 -4.82%+0.99%p×0.7🔻 개인🔵 -11.2억-17.0-0.1+3.0+5.8+9.9-1.7
119298040 효성중공업 🔗2,924,0002,744,000🔵 -6.16%+1.23%p×1.3🔻 개인🔵 -777억-732+3.1+121-47.3+642+13.2
120006340 대원전선 🔗15,45014,400🔵 -6.80%—×0.6🔻 개인🔵 -76.6억-71.6+0.5+5.3-5.5+74.6-3.2
121217320 썬테크 🔗12,00011,000🔵 -8.33%—×0.5🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
122224760 엔에스컴퍼니 🔗2,5852,200🔵 -14.89%—×0.2🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0

보조 후보 — alternatives 포함 (168개)

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125040610 SG&G 🔗자동차🔵 -1.25%🔵 -0.1억
126488900 비츠로넥스텍 🔗조선방산🔵 -1.28%🔴 +0.9억
127083310 엘오티베큠 🔗반도체AI🔵 -1.29%🔵 -0.5억
128224060 더코디 🔗소재화학🔵 -1.30%🔵 -0.0억
129039610 화성밸브 🔗소재화학🔵 -1.33%🔴 +0.5억
130013810 스페코 🔗조선방산🔵 -1.41%🔵 -0.1억
131014620 성광벤드 🔗조선방산🔵 -1.47%🔵 -5.8억
132364950 에이아이코리아 🔗2차전지EV🔵 -1.49%🔵 -0.1억
133017960 한국카본 🔗소재화학🔵 -1.51%🔵 -7.1억
134017860 DS단석 🔗소재화학🔵 -1.57%🔵 -0.8억
135218410 RFHIC 🔗반도체AI🔵 -1.58%🔵 -28.1억
136140430 카티스 🔗조선방산🔵 -1.60%🔵 -0.1억
137071090 하이스틸 🔗소재화학🔵 -1.62%🔴 +0.1억
138006050 국영지앤엠 🔗소재화학🔵 -1.80%🔵 -0.0억
139008970 KBI동양철관 🔗소재화학🔵 -1.90%🔵 -0.3억
140023160 태광 🔗소재화학🔵 -1.91%🔵 -1.0억
141037370 EG 🔗소재화학🔵 -1.94%⚪ +0.0억
142163280 에어레인 🔗소재화학🔵 -2.12%🔴 +0.1억
143101170 우림피티에스 🔗로봇AI🔵 -2.13%🔵 -1.0억
144215090 솔디펜스 🔗조선방산🔵 -2.14%🔵 -0.6억
145403870 HPSP 🔗반도체AI🔵 -2.19%🔴 +0.1억
146452280 한선엔지니어링 🔗소재화학🔵 -2.22%🔴 +1.6억
147015750 성우하이텍 🔗자동차🔵 -2.32%🔵 -2.4억
148008470 부스타 🔗소재화학🔵 -2.41%🔵 -0.0억
149217590 티엠씨 🔗조선방산🔵 -2.47%🔴 +6.2억
150333430 일승 🔗조선방산🔵 -2.83%🔵 -1.7억
151290690 소룩스 🔗IT서비스🔵 -2.84%🔵 -0.2억
152107600 새빗켐 🔗2차전지EV🔵 -2.88%🔴 +0.2억
153077360 덕산하이메탈 🔗반도체AI🔵 -3.27%🔵 -18.1억
154000210 DL 🔗소재화학🔵 -3.40%🔴 +6.4억
155003720 삼영 🔗소재화학🔵 -3.42%🔵 -4.3억
156212710 아이에스티이 🔗반도체AI🔵 -3.43%🔴 +1.9억
157014940 오리엔탈정공 🔗조선방산🔵 -3.51%🔴 +0.2억
158317870 엔바이오니아 🔗소재화학🔵 -3.53%🔵 -0.1억
159004710 한솔테크닉스 🔗반도체AI🔵 -4.01%🔵 -2.7억
160054090 삼진엘앤디 🔗소재화학🔵 -4.69%🔵 -0.1억
161425040 티이엠씨 🔗반도체AI🔵 -4.71%🔵 -2.7억
162396300 세아메카닉스 🔗2차전지EV🔵 -4.98%🔵 -0.7억
163402490 그린리소스 🔗반도체AI🔵 -5.20%🔵 -3.2억
164092200 디아이씨 🔗자동차🔵 -5.71%🔵 -1.2억
165082740 한화엔진 🔗조선방산🔵 -5.74%🔵 -68.4억
166036930 주성엔지니어링 🔗반도체AI🔵 -6.65%🔵 -132억
167332570 PS일렉트로닉스 🔗반도체AI🔵 -13.19%🔵 -37.4억
168002360 SH에너지화학 🔗소재화학🔵 -17.59%🔵 -0.9억

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