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매크로-조선방산-2026-08-10_nxt

12 min read

조선방산 — 2026-08-10

매크로: 조선방산 · 종목: 77개 · smart money: +1,009억 · 강세(≥+10%): 7개

원인: 美 무기고 부족 우려로 방산 수요 급증 기대감 확산, 코스닥 급등장 속 방산주 강세 (신뢰도: 보통)

매크로 합산 매매

smart money외연금투투개그외
+1,009+363+191+55.2+455-1,658+593

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

매크로 내 종목 (77개, 등락률 내림차순)

#종목전일 종가종가등락률시간외vol색깔smart money외연금투투개그외
1488900 비츠로넥스텍 🔗9,00011,590🔴 +28.78%+0.00%p×10.5🟡 금투🔵 -0.9억-0.9+0.0+2.1+0.0-0.5-0.7
2478340 나라스페이스테크놀로지 🔗10,27012,050🔴 +17.33%—×8.3🔻 개인🔵 -8.5억-8.5+0.0+0.0+0.0+8.2+0.2
3214430 아이쓰리시스템 🔗63,90074,100🔴 +15.96%-0.32%p×1.9🟣 투신🔴 +9.2억-0.1+2.5+5.1+6.8-19.7+5.4
4368770 파이버프로 🔗12,13013,980🔴 +15.25%—×2.5🟢 외인🔴 +10.1억+9.4+0.0-0.3+0.7-6.2-3.5
5079550 LIG디펜스앤에어로스페이스 🔗734,000820,000🔴 +11.72%-0.41%p×1.2🟢 외인🔴 +499억+523-66.8-196+42.3-463+160
6474170 루미르 🔗6,1806,890🔴 +11.49%—×2.3🟢 외인🔴 +0.6억+0.6+0.0+0.3+0.0-0.9+0.1
7274090 켄코아에어로스페이스 🔗10,25011,390🔴 +11.12%—×2.5🟢 외인🔴 +0.5억+0.5+0.0+0.1+0.0-0.6-0.0
8077970 STX엔진 🔗27,15029,800🔴 +9.76%+0.55%p×1.4🟢 외인🔴 +20.7억+15.9+3.3-1.1+1.5-23.2+3.7
9272210 한화시스템 🔗70,60077,400🔴 +9.63%+0.28%p×0.9🟢 외인🔴 +147억+67.6+67.4+44.6+12.4-194+1.8
10086670 비엠티 🔗16,43018,000🔴 +9.56%—×20.7🟢 외인🔴 +35.8억+34.8+0.0+2.9+1.0-38.1-0.5
11082740 한화엔진 🔗42,60046,600🔴 +9.39%+0.35%p×0.7🟢 외인🔴 +84.3억+66.2+22.0+24.5-3.9-124+14.9
12073010 케이에스피 🔗2,6452,890🔴 +9.26%—×0.8🟢 외인🔴 +0.9억+0.9+0.0+0.0+0.0-0.9+0.0
13484870 엠앤씨솔루션 🔗16,16017,650🔴 +9.22%+0.31%p×0.8🟢 외인🔴 +2.6억+2.9+0.0-0.3-0.2-2.0-0.3
14474610 RF시스템즈 🔗7,1107,760🔴 +9.14%—×1.2🟢 외인🔴 +0.6억+0.6+0.0+0.0+0.0-1.0+0.3
15347700 스피어 🔗23,05025,100🔴 +8.89%—×2.1🔻 개인🔵 -68.2억-73.0+15.8+11.6-11.0+47.0+9.6
16099320 쎄트렉아이 🔗75,20081,700🔴 +8.64%-0.14%p×1.4🔻 개인🔵 -35.6억-40.1+2.1+14.9+2.5+22.1-1.5
17072950 빛샘전자 🔗8,0508,720🔴 +8.32%—×2.4🟢 외인🔴 +3.6억+3.6+0.0+0.0+0.0-3.6-0.0
18462350 이노스페이스 🔗7,1107,690🔴 +8.16%—×1.5🟡 금투🔵 -0.5억-0.3+0.0+0.7-0.2+0.7-0.8
19010820 퍼스텍 🔗6,0306,500🔴 +7.79%—×1.1🟦 연기금🔴 +1.9억+0.2+1.7-0.4+0.0-2.7+1.2
20361390 제노코 🔗13,14014,160🔴 +7.76%—×1.1🟢 외인🔴 +0.6억+0.6+0.0+0.2+0.0-0.7-0.0
21014620 성광벤드 🔗26,65028,700🔴 +7.69%+0.37%p×1.2🟢 외인🔴 +23.0억+14.7+3.6+6.0+4.6-29.0+0.0
22071970 HD현대마린엔진 🔗55,30059,400🔴 +7.41%+0.36%p×0.6⚫ 그외🔵 -2.3억-7.2+0.7+5.1+4.1-8.5+5.7
230008Z0 에스엔시스 🔗23,00024,600🔴 +6.96%+0.44%p×1.0🟢 외인🔴 +2.1억+2.0+0.0+0.1+0.2-2.6+0.4
24075580 세진중공업 🔗10,83011,560🔴 +6.74%-0.19%p×0.5🟢 외인🔴 +7.0억+7.0+0.0-0.4+0.0-6.6+0.0
25064820 케이프 🔗8,6009,180🔴 +6.74%+0.34%p×0.5🟢 외인🔴 +6.0억+6.0+0.0+0.0+0.0-6.1+0.0
26382900 범한퓨얼셀 🔗15,87016,930🔴 +6.68%+0.00%p×2.7🟢 외인🔴 +9.6억+9.6+0.0+0.0+0.0-9.6-0.0
27014940 오리엔탈정공 🔗4,6004,900🔴 +6.52%—×0.2🟢 외인🔴 +2.9억+2.9+0.0+0.0+0.0-2.9+0.0
28217590 티엠씨 🔗13,33014,190🔴 +6.45%—×2.0⚫ 그외🔵 -3.0억-3.0+0.0+0.3+0.0+0.9+1.8
29448710 코츠테크놀로지 🔗11,25011,960🔴 +6.31%—×0.4🟢 외인🔴 +1.2억+1.2+0.0+0.0+0.0-1.1-0.1
30460930 현대힘스 🔗14,39015,290🔴 +6.25%-1.88%p×0.6🟢 외인🔴 +31.0억+31.0+0.0-0.0+0.0-32.7+1.7
31095270 웨이브일렉트로 🔗4,3754,640🔴 +6.06%—×0.9🟢 외인🔴 +0.5억+0.5+0.0+0.0+0.0-0.6+0.1
320015G0 그린광학 🔗15,60016,540🔴 +6.03%—×1.2🟢 외인🔴 +1.2억+1.4+0.0+0.0-0.2-0.9-0.3
33129920 대성하이텍 🔗6,1006,450🔴 +5.74%—×1.5🔻 개인🔵 -1.0억-0.8+0.0-0.1-0.2+4.3-3.3
34329180 HD현대중공업 🔗509,000537,000🔴 +5.50%+0.98%p×1.8🟣 투신🔵 -152억-548+158-97.4+238+229+20.6
35012450 한화에어로스페이스 🔗1,091,0001,150,000🔴 +5.41%-0.18%p×1.1🟢 외인🔴 +234억+196-57.2-138+94.8-230+134
36042660 한화오션 🔗89,90094,700🔴 +5.34%+0.33%p×0.7🟢 외인🔴 +390억+376-18.4+116+33.0-528+22.3
37108380 대양전기공업 🔗17,29018,140🔴 +4.92%-0.05%p×0.7🟢 외인🔴 +3.2억+3.2+0.0-0.4+0.0-2.9+0.1
38092460 한라IMS 🔗17,51018,320🔴 +4.63%-0.57%p×0.8🟢 외인🔴 +5.6억+3.4+1.8+0.0+0.3-8.2+2.6
39099410 동방선기 🔗2,9903,120🔴 +4.35%—×0.5🟢 외인🔴 +0.4억+0.4+0.0+0.0+0.0-0.3-0.1
40484590 삼양컴텍 🔗6,2906,560🔴 +4.29%—×0.8🟢 외인🔴 +3.4억+3.3+0.0-1.0+0.1-2.6+0.2
41101930 인화정공 🔗7,3007,610🔴 +4.25%+0.55%p×0.5🟢 외인🔴 +0.1억+0.1+0.0+0.0+0.0-0.1+0.0
42288180 케이피항공산업 🔗7,4207,710🔴 +3.91%—×1.1🟢 외인🔴 +0.3억+0.3+0.0+0.0+0.0-0.3-0.0
43005870 휴니드 🔗4,4304,600🔴 +3.84%—×0.8🟢 외인🔴 +0.4억+0.4+0.0+0.0+0.0-0.4+0.0
44333430 일승 🔗4,0004,150🔴 +3.75%—×0.3🔻 개인🔵 -1.2억-1.2+0.0+0.0+0.0+1.3-0.1
45439260 대한조선 🔗49,40051,200🔴 +3.64%+1.21%p×0.7🟢 외인🔴 +9.2억+9.2+0.0-0.7+0.0+0.8-9.3
46095190 신화프리텍 🔗1,9402,010🔴 +3.61%—×0.6🟢 외인🔴 +0.6억+0.6+0.0-0.0+0.0-0.7+0.1
47437730 삼현 🔗35,75037,000🔴 +3.50%—×0.4🟢 외인🔴 +10.4억+10.3+0.0+5.9+0.0-16.0-0.3
48215090 솔디펜스 🔗1,3701,415🔴 +3.28%—×0.2🟢 외인🔴 +0.2억+0.2+0.0+0.0+0.0-0.3+0.1
49105740 디케이락 🔗7,2007,410🔴 +2.92%—×1.7🔻 개인🔵 -0.6억-0.1+0.4+0.0-0.8+1.0-0.4
50103140 풍산 🔗84,30086,700🔴 +2.85%+0.12%p×0.9⚫ 그외🔵 -15.8억-28.7+5.8+4.5+7.1-45.3+56.5
51443060 HD현대마린솔루션 🔗196,900202,500🔴 +2.84%-1.02%p×0.7🟡 금투🔵 -5.1억-10.1+0.6+7.0+4.4-3.5+1.6
52065450 빅텍 🔗2,9503,030🔴 +2.71%—×0.7🟢 외인🔴 +2.6억+2.6+0.0+0.0+0.0-2.3-0.3
53003570 SNT다이내믹스 🔗32,10032,950🔴 +2.65%+0.63%p×0.9🟢 외인🔵 -1.4억+11.1-12.6-0.5+0.1+2.4-0.5
54010140 삼성중공업 🔗22,15022,650🔴 +2.26%+0.45%p×0.7🟡 금투🔵 -27.9억+0.2-20.7+98.7-7.4-75.8+5.0
55064350 현대로템 🔗146,900150,100🔴 +2.18%-0.07%p×0.4🟡 금투🔵 -37.2억-7.1-23.7+48.6-6.4-16.6+5.2
56103230 에스앤더블류 🔗2,5902,645🔴 +2.12%—×0.8🟢 외인🔴 +0.0억+0.0+0.0+0.0+0.0-0.0+0.0
57140430 카티스 🔗1,8121,841🔴 +1.60%—×0.1🟢 외인🔴 +0.1억+0.1+0.0+0.0+0.0-0.1+0.0
58221840 하이즈항공 🔗1,9251,955🔴 +1.56%—×0.5🟢 외인🔴 +0.0억+0.0+0.0+0.0+0.0-0.0+0.0
59274400 이노시뮬레이션 🔗2,2802,315🔴 +1.54%—×0.4🔻 개인🔵 -0.0억-0.0+0.0+0.0+0.0+0.0+0.0
60038010 제일테크노스 🔗5,3305,410🔴 +1.50%—×0.5🔻 개인🔵 -0.0억-0.0+0.0-0.0+0.0+0.1-0.0
61013810 스페코 🔗1,5961,617🔴 +1.32%—×0.9🟢 외인🔴 +0.1억+0.1+0.0+0.0+0.0-0.1+0.0
62085310 엔케이 🔗9,2009,320🔴 +1.30%—×0.6🟡 금투⚪ +0.0억+0.0+0.0+0.4+0.0-0.4+0.0
63009540 HD한국조선해양 🔗399,500404,000🔴 +1.13%+0.00%p×0.7🟦 연기금🔵 -19.2억-116+78.2+69.8+19.1-66.8+16.1
64372910 한컴라이프케어 🔗1,8331,848🔴 +0.82%—×0.3🟢 외인🔴 +0.1억+0.1+0.0+0.0+0.0-0.2+0.0
65434190 탈로스 🔗2,2952,300🔴 +0.22%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
66047810 한국항공우주 🔗153,100153,400🔴 +0.20%-0.45%p×0.6⚫ 그외🔵 -131억-139+3.2+7.5+4.1-12.1+136
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
70067390 아스트 🔗506506⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
71074610 이엔플러스 🔗5,1105,110⚪ +0.00%——🔻 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 🔗43,85043,800🔵 -0.11%—×0.6🟡 금투🔵 -0.1억-0.1+0.0+0.0+0.0+0.0+0.0
74036530 SNT홀딩스 🔗48,45048,150🔵 -0.62%+0.00%p×1.0🔻 개인🔵 -2.8억-1.0-0.6-3.1-1.2+5.2+0.6
75267250 HD현대 🔗227,500226,000🔵 -0.66%+0.00%p×0.6🟦 연기금🔵 -38.1억-72.1+24.4+18.8+9.6+12.9+6.4
76318660 타임기술 🔗3,7503,670🔵 -2.13%—×5.2🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
77140660 위월드 🔗872742🔵 -14.91%—×0.2🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0

보조 후보 — alternatives 포함 (85개)

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29044490 태웅 🔗소재화학🔴 +4.17%🔴 +0.8억
30024740 한일단조 🔗자동차🔴 +4.06%🔴 +1.2억
31424760 벨로크 🔗소프트웨어🔴 +4.04%🔴 +0.3억
32073490 LIG아큐버 🔗IT서비스🔴 +4.00%🔵 -0.9억
33035460 기산텔레콤 🔗IT서비스🔴 +3.96%🔵 -0.6억
34033500 동성화인텍 🔗소재화학🔴 +3.93%🔴 +0.4억
35069540 빛과전자 🔗IT서비스🔴 +3.66%🔴 +1.2억
36096350 대창솔루션 🔗전력에너지🔴 +3.50%🔴 +0.4억
37187270 신화콘텍 🔗반도체AI🔴 +3.39%🔴 +0.0억
38072990 에이치시티 🔗IT서비스🔴 +3.25%🔴 +0.0억
39033320 제이씨현시스템 🔗IT서비스🔴 +3.24%🔴 +1.5억
40104620 노랑풍선 🔗소비미디어🔴 +3.23%🔵 -0.0억
41013520 화승코퍼레이션 🔗자동차🔴 +2.97%🔵 -0.2억
42005430 한국공항 🔗운송물류🔴 +2.90%🔵 -1.6억
43002690 동일제강 🔗소재화학🔴 +2.85%🔴 +0.1억
44052300 오션인더블유 🔗건설부동산🔴 +2.72%🔴 +0.1억
45080160 모두투어 🔗소비미디어🔴 +2.69%🔵 -1.1억
46079170 한창산업 🔗소재화학🔴 +2.68%🔴 +0.0억
47273640 와이엠텍 🔗2차전지EV🔴 +2.65%🔴 +0.1억
48263770 유에스티 🔗소재화학🔴 +2.52%⚪ +0.0억
49047080 한빛소프트 🔗소비미디어🔴 +2.24%🔵 -0.0억
50463480 모티브링크 🔗2차전지EV🔴 +2.22%🔴 +0.1억
51064960 SNT모티브 🔗자동차🔴 +2.19%🔵 -1.4억
52119500 포메탈 🔗소재화학🔴 +1.80%🔴 +0.5억
53356860 티엘비 🔗반도체AI🔴 +1.75%🔵 -28.3억
54272450 진에어 🔗운송물류🔴 +1.67%🔵 -0.4억
55124560 태웅로직스 🔗운송물류🔴 +1.67%🔴 +0.0억
56005810 풍산홀딩스 🔗소재화학🔴 +1.47%🔴 +3.7억
57155660 DSR 🔗소재화학🔴 +1.41%🔵 -0.0억
58081180 쎄크 🔗반도체AI🔴 +1.38%🔵 -0.6억
59455900 엔젤로보틱스 🔗로봇AI🔴 +1.36%🔴 +2.7억
60331380 포커스에이아이 🔗소프트웨어🔴 +1.16%🔴 +0.0억
61123700 SJM 🔗자동차🔴 +1.02%🔴 +0.0억
62009730 이렘 🔗소재화학🔴 +0.84%🔴 +0.0억
63094850 참좋은여행 🔗소비미디어🔴 +0.84%🔴 +0.4억
64025890 한국주강 🔗소재화학🔴 +0.81%🔴 +0.3억
65053210 스카이라이프 🔗소비미디어🔴 +0.71%🔵 -0.1억
66066900 디에이피 🔗자동차🔴 +0.58%🔵 -0.1억
67006840 AK홀딩스 🔗운송물류🔴 +0.54%🔴 +0.0억
68175140 휴먼테크놀로지 🔗IT서비스🔴 +0.39%🔵 -0.1억
69310870 디와이씨 🔗자동차🔴 +0.22%🔴 +0.5억
70298690 에어부산 🔗운송물류🔴 +0.20%🔵 -0.1억
71377330 이지트로닉스 🔗전력에너지🔴 +0.19%🔴 +0.0억
72120030 조선선재 🔗소재화학🔴 +0.12%🔴 +0.1억
73065950 웰크론 🔗소비미디어🔴 +0.10%🔵 -0.0억
74091810 트리니티항공 🔗운송물류⚪ +0.00%⚪ +0.0억
75133820 화인베스틸 🔗소재화학🔵 -0.10%🔴 +0.1억
76089590 제주항공 🔗운송물류🔵 -0.23%🔵 -0.6억
77258610 케일럼 🔗전력에너지🔵 -0.38%🔴 +0.0억
78198940 한주라이트메탈 🔗자동차🔵 -0.52%🔵 -0.0억
79003490 대한항공 🔗운송물류🔵 -1.10%🔵 -67.0억
80020560 아시아나항공 🔗운송물류🔵 -1.37%🔵 -2.0억
81204610 티쓰리 🔗소비미디어🔵 -1.74%🔵 -2.3억
82180640 한진칼 🔗운송물류🔵 -2.27%🔵 -32.0억
83038540 상상인 🔗금융🔵 -2.88%🔴 +1.0억
84091590 남화토건 🔗건설부동산🔵 -3.43%🔴 +1.0억
85004270 남성 🔗자동차🔵 -7.72%🔵 -0.5억

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