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매크로-조선방산-2026-08-07_nxt

12 min read

조선방산 — 2026-08-07

매크로: 조선방산 · 종목: 77개 · smart money: -160억 · 강세(≥+10%): 2개

원인: 방산 밸류체인·스페이스X 공급망 부각에 조선방산주 개별 강세, 공통 매크로 이슈는 불명확 (신뢰도: 보통)

매크로 합산 매매

smart money외연금투투개그외
-160-71.4-235+69.6+147-423+514

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

매크로 내 종목 (77개, 등락률 내림차순)

#종목전일 종가종가등락률시간외vol색깔smart money외연금투투개그외
1347700 스피어 🔗20,05023,050🔴 +14.96%—×2.8⚫ 그외🔵 -33.2억-54.8-0.4-0.4+22.0-15.7+49.3
2140660 위월드 🔗760872🔴 +14.74%—×0.0🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
3488900 비츠로넥스텍 🔗8,5109,000🔴 +5.76%+0.94%p×2.7🔻 개인🔵 -6.9억-6.9+0.0-0.0+0.0+6.7+0.3
4267250 HD현대 🔗216,000227,500🔴 +5.32%+1.15%p×0.7🟡 금투🔵 -20.1억-26.1+3.4+30.1+2.6-23.3+13.4
5012450 한화에어로스페이스 🔗1,038,0001,091,000🔴 +5.11%-0.57%p×0.7🟢 외인🔴 +223억+157+13.1-128+52.9-213+118
6318660 타임기술 🔗3,6003,750🔴 +4.17%—×4.8🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
7079550 LIG디펜스앤에어로스페이스 🔗705,000734,000🔴 +4.11%-1.00%p×0.8🟡 금투🔴 +24.1억+25.8-40.2+49.0+38.5-118+44.8
8372910 한컴라이프케어 🔗1,7641,833🔴 +3.91%—×0.3🟢 외인🔴 +0.2억+0.2+0.0-0.0+0.0-0.2+0.0
9105740 디케이락 🔗6,9607,200🔴 +3.45%—×1.2🟢 외인🔴 +1.6억+1.6+0.0+0.0+0.0-1.6-0.0
10047810 한국항공우주 🔗148,300153,100🔴 +3.24%-0.74%p×1.0⚫ 그외🔵 -116억-36.4-73.7-31.4-5.5-165+312
11085310 엔케이 🔗8,9509,200🔴 +2.79%—×0.3🔻 개인🔵 -0.1억-0.1+0.0-0.0+0.0+0.1+0.0
12129920 대성하이텍 🔗5,9406,100🔴 +2.69%—×0.6🔻 개인🔵 -0.3억-0.2-0.0+0.0-0.1+0.2+0.1
13221840 하이즈항공 🔗1,8881,925🔴 +1.96%—×0.9🟢 외인🔴 +0.1억+0.1+0.0+0.0+0.0-0.1+0.0
14064350 현대로템 🔗144,600146,900🔴 +1.59%+0.00%p×0.5🟢 외인🔴 +11.3억+82.8-67.2+29.4-4.3-13.8-26.9
15003570 SNT다이내믹스 🔗31,60032,100🔴 +1.58%+0.31%p×0.5🟢 외인🔴 +1.3억+3.7+0.9-0.1-3.3-1.4+0.2
16462350 이노스페이스 🔗7,0007,110🔴 +1.57%—×0.8🔻 개인🔵 -3.2억-3.2+0.0-0.4+0.0+4.1-0.4
17092460 한라IMS 🔗17,26017,510🔴 +1.45%+0.58%p×0.3⚫ 그외🔵 -0.9억-0.9+0.0+0.6+0.0-1.2+1.5
180015G0 그린광학 🔗15,41015,600🔴 +1.23%—×0.9🔻 개인🔵 -0.1억+0.1-0.0-0.1-0.2+0.2-0.0
19086670 비엠티 🔗16,23016,430🔴 +1.23%—×0.6🟢 외인🔴 +0.8억+0.8+0.0+0.0+0.0-0.8+0.0
20099320 쎄트렉아이 🔗74,30075,200🔴 +1.21%+0.54%p×0.8🟣 투신🔴 +0.8억-1.5+0.2-2.4+2.1+1.3+0.3
21101930 인화정공 🔗7,2307,300🔴 +0.97%+0.69%p×0.8🔻 개인🔵 -0.8억-0.8+0.0+0.0+0.0+0.8+0.0
22443060 HD현대마린솔루션 🔗195,200196,900🔴 +0.87%+0.26%p×0.4🟡 금투🔴 +8.1억+3.1+3.5+9.0+1.5-9.5-7.7
23095190 신화프리텍 🔗1,9241,940🔴 +0.83%—×0.4🟢 외인🔴 +0.1억+0.1+0.0-0.0+0.0-0.1+0.0
24474170 루미르 🔗6,1306,180🔴 +0.82%—×0.9🔻 개인🔵 -1.0억-1.0+0.0-0.1+0.0+1.1+0.0
25005870 휴니드 🔗4,3954,430🔴 +0.80%—×0.5🔻 개인🔵 -0.1억-0.1+0.0+0.0+0.0+0.1+0.0
26038010 제일테크노스 🔗5,2905,330🔴 +0.76%—×0.3🟡 금투🔵 -0.0억-0.0+0.0+0.0+0.0+0.0+0.0
27272210 한화시스템 🔗70,10070,600🔴 +0.71%-0.15%p×0.6🟡 금투🔵 -18.5억-20.9+4.3+23.5-1.9+2.5-7.4
28065450 빅텍 🔗2,9302,950🔴 +0.68%—×0.3🔻 개인🔵 -0.6억-0.6+0.0+0.0+0.0+0.3+0.3
29010140 삼성중공업 🔗22,05022,150🔴 +0.45%+0.45%p×0.7🟡 금투🔵 -18.0억-13.8-2.9+35.8-1.4-31.1+13.3
30329180 HD현대중공업 🔗507,000509,000🔴 +0.39%+0.59%p×0.6🟢 외인🔴 +31.1억+46.9-50.5-19.3+34.6-10.7-1.1
31274400 이노시뮬레이션 🔗2,2752,280🔴 +0.22%—×0.3🔻 개인🔵 -0.0억-0.0+0.0+0.0+0.0+0.0+0.0
32095270 웨이브일렉트로 🔗4,3704,375🔴 +0.11%—×0.9🔻 개인🔵 -0.2억-0.2+0.0-0.0+0.0+0.2+0.0
33101000 KS인더스트리 🔗311311⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
34474610 RF시스템즈 🔗7,1107,110⚪ +0.00%—×0.8⚫ 그외🔵 -1.5억-1.5+0.0+0.0+0.0+0.6+0.9
35054180 메디콕스 🔗2,2952,295⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
36382900 범한퓨얼셀 🔗15,87015,870⚪ +0.00%+1.45%p×0.3🔻 개인🔵 -1.7억-1.7+0.0-0.0+0.0+1.6+0.1
37065570 삼영이엔씨 🔗764764⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
38215090 솔디펜스 🔗1,3701,370⚪ +0.00%—×0.2🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
39067390 아스트 🔗506506⚪ +0.00%——🟢 외인🔴 +0.6억+0.6+0.0+0.0+0.0-0.7+0.0
40074610 이엔플러스 🔗5,1105,110⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
41274090 켄코아에어로스페이스 🔗10,25010,250⚪ +0.00%—×0.9🔻 개인🔵 -2.8억-2.8+0.0-0.3+0.0+3.1+0.0
42000880 한화 🔗83,80083,800⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
43009540 HD한국조선해양 🔗400,000399,500🔵 -0.12%+0.26%p×0.5🟡 금투🔵 -55.3억-83.7+12.4+59.8+16.0-24.1+19.5
44103140 풍산 🔗84,40084,300🔵 -0.12%+0.83%p×0.9🟣 투신🔴 +30.6억-8.6+11.6+7.1+27.7-39.8+2.0
45036530 SNT홀딩스 🔗48,60048,450🔵 -0.31%+0.72%p×0.6⚫ 그외🔵 -1.0억-0.3+0.2+0.0-0.9-0.4+1.4
46065710 서호전기 🔗44,00043,850🔵 -0.34%—×0.3🟢 외인🔴 +0.1억+0.1+0.0-0.0+0.0-0.1+0.0
47072950 빛샘전자 🔗8,0908,050🔵 -0.49%—×3.0🔻 개인🔵 -4.7억-4.7+0.0+0.0+0.0+4.9-0.1
48217590 티엠씨 🔗13,41013,330🔵 -0.60%—×0.9🔻 개인🔵 -17.0억-17.0+0.0+0.0+0.0+16.1+1.0
49013810 스페코 🔗1,6071,596🔵 -0.68%—×0.8🔻 개인🔵 -0.1억-0.1+0.0+0.0+0.0+0.1+0.0
50108380 대양전기공업 🔗17,44017,290🔵 -0.86%+0.29%p×0.4🟡 금투🔵 -0.5억-0.5+0.0+0.6+0.0-0.2+0.0
51077970 STX엔진 🔗27,40027,150🔵 -0.91%+0.37%p×0.8🔻 개인🔵 -19.3억-18.9+0.8-0.8-1.2+21.6-1.5
52014620 성광벤드 🔗26,90026,650🔵 -0.93%+0.00%p×1.1🔻 개인🔵 -1.4억+4.0-4.1-4.3-1.4+7.3-1.7
53484870 엠앤씨솔루션 🔗16,32016,160🔵 -0.98%+0.98%p×0.6🔻 개인🔵 -1.9억-1.9+0.3+0.3-0.3+2.0-0.5
54478340 나라스페이스테크놀로지 🔗10,39010,270🔵 -1.15%—×0.8🔻 개인🔵 -0.6억-0.6+0.0+0.0+0.0+0.6+0.0
55075580 세진중공업 🔗10,96010,830🔵 -1.19%-0.28%p×0.3🔻 개인🔵 -3.4억-3.2-0.1-0.3-0.1+4.2-0.5
56042660 한화오션 🔗91,00089,900🔵 -1.21%+0.55%p×0.4🔻 개인🔵 -54.3억-11.1-39.4+18.0-3.8+54.1-17.8
57484590 삼양컴텍 🔗6,3706,290🔵 -1.26%—×0.4🔻 개인🔵 -0.3억-0.3-0.0-0.3+0.0+0.6+0.0
58448710 코츠테크놀로지 🔗11,40011,250🔵 -1.32%—×0.2⚫ 그외🔵 -0.1억-0.1+0.0+0.0+0.0-0.1+0.2
59140430 카티스 🔗1,8401,812🔵 -1.52%—×0.2🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
60099410 동방선기 🔗3,0402,990🔵 -1.64%—×0.3🔻 개인🔵 -0.1억-0.1+0.0+0.0+0.0+0.1+0.0
61014940 오리엔탈정공 🔗4,6804,600🔵 -1.71%—×0.2🔻 개인🔵 -1.2억-1.2+0.0+0.0+0.0+1.2-0.0
62434190 탈로스 🔗2,3402,295🔵 -1.92%—×0.9🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
63064820 케이프 🔗8,7708,600🔵 -1.94%+0.23%p×0.3🔻 개인🔵 -0.6억-0.6+0.0+0.0+0.0+0.5+0.1
64071970 HD현대마린엔진 🔗56,40055,300🔵 -1.95%+0.18%p×0.6🟣 투신🔵 -13.2억+1.5-24.0+0.8+9.3+7.1+5.3
65073010 케이에스피 🔗2,7002,645🔵 -2.04%—×0.5🔻 개인🔵 -0.3억-0.3+0.0+0.0+0.0+0.2+0.0
66010820 퍼스텍 🔗6,1606,030🔵 -2.11%—×0.4🔻 개인🔵 -1.0억-1.0+0.0+0.0+0.0+0.9+0.1
67368770 파이버프로 🔗12,40012,130🔵 -2.18%—×0.6🔻 개인🔵 -0.5억-0.5+0.0-0.6+0.0+0.9+0.1
68082740 한화엔진 🔗43,55042,600🔵 -2.18%+0.23%p×0.6🔻 개인🔵 -78.3억-58.6+16.7+2.4-36.4+69.5+6.4
69214430 아이쓰리시스템 🔗65,40063,900🔵 -2.29%+0.00%p×1.0🟢 외인🔴 +0.8억+2.0-1.2-2.7+0.1+1.7+0.1
70439260 대한조선 🔗50,60049,400🔵 -2.37%+0.50%p×0.8🔻 개인🔵 -0.5억-1.3+0.8-1.0+0.0+11.9-10.4
71361390 제노코 🔗13,47013,140🔵 -2.45%—×0.5🔻 개인🔵 -0.3억-0.3+0.0-0.1+0.0+0.4+0.0
720008Z0 에스엔시스 🔗23,60023,000🔵 -2.54%+0.00%p×0.3🔻 개인🔵 -0.5억-0.5+0.0+0.0+0.0+0.5-0.0
73288180 케이피항공산업 🔗7,6307,420🔵 -2.75%—×1.0🔻 개인🔵 -1.4억-1.4+0.0-0.0+0.0+1.4+0.0
74103230 에스앤더블류 🔗2,6752,590🔵 -3.18%—×0.3🔻 개인🔵 -0.0억-0.0+0.0+0.0+0.0+0.0+0.0
75460930 현대힘스 🔗15,00014,390🔵 -4.07%-0.40%p×0.3🔻 개인🔵 -10.4억-10.5+0.0-0.0+0.0+11.6-1.1
76437730 삼현 🔗37,30035,750🔵 -4.16%—×0.4🔻 개인🔵 -1.8억-1.8+0.0-4.4+0.0+6.1+0.1
77333430 일승 🔗4,2954,000🔵 -6.87%—×0.1🟢 외인🔴 +0.3억+0.3+0.0+0.0+0.0-0.4+0.1

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28123700 SJM 🔗자동차🔴 +1.03%🔴 +0.1억
29047080 한빛소프트 🔗소비미디어🔴 +0.99%🔵 -0.1억
30035460 기산텔레콤 🔗IT서비스🔴 +0.89%🔵 -0.9억
31263770 유에스티 🔗소재화학🔴 +0.83%⚪ +0.0억
32073490 LIG아큐버 🔗IT서비스🔴 +0.32%🔴 +1.6억
33005810 풍산홀딩스 🔗소재화학🔴 +0.27%🔴 +4.8억
34463480 모티브링크 🔗2차전지EV🔴 +0.25%🔵 -0.1억
35024740 한일단조 🔗자동차🔴 +0.24%🔵 -0.1억
36120030 조선선재 🔗소재화학🔴 +0.12%🔵 -0.0억
37097230 HJ중공업 🔗건설부동산⚪ +0.00%🔵 -9.9억
38066900 디에이피 🔗자동차⚪ +0.00%⚪ +0.0억
39377330 이지트로닉스 🔗전력에너지⚪ +0.00%🔴 +0.1억
40091810 트리니티항공 🔗운송물류⚪ +0.00%🔵 -0.0억
41331380 포커스에이아이 🔗소프트웨어⚪ +0.00%🔵 -0.1억
42124560 태웅로직스 🔗운송물류🔵 -0.06%🔵 -0.0억
43064960 SNT모티브 🔗자동차🔵 -0.18%🔴 +0.2억
44089590 제주항공 🔗운송물류🔵 -0.23%🔵 -0.6억
45094850 참좋은여행 🔗소비미디어🔵 -0.24%🔵 -0.1억
46080160 모두투어 🔗소비미디어🔵 -0.34%🔵 -0.6억
47211270 AP위성 🔗IT서비스🔵 -0.37%🔵 -0.4억
48052300 오션인더블유 🔗건설부동산🔵 -0.37%🔴 +0.2억
49013520 화승코퍼레이션 🔗자동차🔵 -0.37%🔴 +0.4억
50002690 동일제강 🔗소재화학🔵 -0.40%🔴 +0.1억
51033500 동성화인텍 🔗소재화학🔵 -0.41%🔵 -1.5억
52038540 상상인 🔗금융🔵 -0.44%🔴 +0.3억
53424760 벨로크 🔗소프트웨어🔵 -0.47%🔵 -0.0억
54321370 센서뷰 🔗IT서비스🔵 -0.54%🔵 -0.4억
55020560 아시아나항공 🔗운송물류🔵 -0.54%🔴 +1.5억
56273640 와이엠텍 🔗2차전지EV🔵 -0.61%🔵 -0.1억
57451760 컨텍 🔗소프트웨어🔵 -0.67%🔵 -0.1억
58003720 삼영 🔗소재화학🔵 -0.71%🔵 -1.3억
59091590 남화토건 🔗건설부동산🔵 -0.98%🔴 +0.8억
60005430 한국공항 🔗운송물류🔵 -0.99%🔴 +0.5억
61298690 에어부산 🔗운송물류🔵 -1.03%🔴 +0.0억
62003490 대한항공 🔗운송물류🔵 -1.27%🔵 -14.4억
63133820 화인베스틸 🔗소재화학🔵 -1.34%🔵 -0.0억
64025890 한국주강 🔗소재화학🔵 -1.40%🔵 -0.0억
65187270 신화콘텍 🔗반도체AI🔵 -1.41%🔵 -0.0억
66218410 RFHIC 🔗반도체AI🔵 -1.50%🔵 -71.6억
67072990 에이치시티 🔗IT서비스🔵 -1.60%🔴 +0.1억
68272450 진에어 🔗운송물류🔵 -1.82%🔵 -0.2억
69046120 오르비텍 🔗전력에너지🔵 -1.99%🔵 -1.9억
70452190 한빛레이저 🔗반도체AI🔵 -2.17%🔵 -0.5억
71452280 한선엔지니어링 🔗소재화학🔵 -2.27%🔵 -5.0억
72042370 비츠로테크 🔗전력에너지🔵 -2.28%🔵 -1.9억
730011A0 액스비스 🔗2차전지EV🔵 -2.43%🔵 -0.2억
74054540 삼영엠텍 🔗소재화학🔵 -2.83%🔵 -1.0억
75475580 에이럭스 🔗로봇AI🔵 -3.10%🔵 -0.8억
76101170 우림피티에스 🔗로봇AI🔵 -3.14%🔴 +0.3억
77417970 모델솔루션 🔗IT서비스🔵 -3.44%🔴 +0.2억
78455900 엔젤로보틱스 🔗로봇AI🔵 -3.49%🔴 +0.4억
79356860 티엘비 🔗반도체AI🔵 -3.70%🔵 -28.7억
80180640 한진칼 🔗운송물류🔵 -5.93%🔵 -69.0억
81189300 인텔리안테크 🔗IT서비스🔵 -6.14%🔵 -7.3억
82033320 제이씨현시스템 🔗IT서비스🔵 -6.98%🔵 -1.7억
83004870 티웨이홀딩스 🔗건설부동산🔵 -7.87%🔴 +0.3억
84004270 남성 🔗자동차🔵 -9.38%⚪ +0.0억
85223310 사토시홀딩스 🔗소비미디어🔵 -12.30%🔴 +0.1억

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