리서치 & 클리핑

매크로-조선방산-2026-08-12_nxt

12 min read

조선방산 — 2026-08-12

매크로: 조선방산 · 종목: 77개 · smart money: -98.5억 · 강세(≥+10%): 2개

원인: 엠앤씨솔루션 매각 절차 중단(한투파PE와 가격 이견)이 유일 재료, 매크로 전반 공통 이슈는 아님 (신뢰도: 보통)

매크로 합산 매매

smart money외연금투투개그외
-98.5+177-123+166-152+60.8-129

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

매크로 내 종목 (77개, 등락률 내림차순)

#종목전일 종가종가등락률시간외vol색깔smart money외연금투투개그외
1072950 빛샘전자 🔗8,70010,110🔴 +16.21%—×6.1🔻 개인🔵 -3.1억-3.1+0.0+0.1+0.0+3.0+0.0
2484870 엠앤씨솔루션 🔗17,01019,520➕ 🔴 +14.76%+12.58%p ⚡×1.8🔻 개인🔵 -1.4억-1.6+0.4-0.0-0.2+2.5-1.0
3140660 위월드 🔗742800🔴 +7.82%—×0.0🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
4099320 쎄트렉아이 🔗77,90082,700🔴 +6.16%+0.64%p×0.8🟢 외인🔴 +14.2억+12.6+0.1+0.6+1.4-14.8-0.1
5434190 탈로스 🔗2,5452,690🔴 +5.70%—×2.9🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
6012450 한화에어로스페이스 🔗1,105,0001,164,000🔴 +5.34%+0.72%p×1.4🟦 연기금🔴 +94.2억-110+130-136+74.4-52.2+93.6
7105740 디케이락 🔗7,5507,950🔴 +5.30%—×3.3🔻 개인🔵 -0.5억-0.5+0.0+0.0+0.0+0.5-0.0
8347700 스피어 🔗25,35026,600🔴 +4.93%—×0.8⚫ 그외🔵 -0.5억-1.9+0.3+5.0+1.1-21.0+16.5
9462350 이노스페이스 🔗7,7408,060🔴 +4.13%—×1.0🔻 개인🔴 +0.1억+0.6+0.0-0.8-0.5+1.6-1.0
10047810 한국항공우주 🔗137,300142,500🔴 +3.79%-1.16%p×0.8🟡 금투🔵 -32.5억-48.5+19.0+160-3.0-126-1.3
11073010 케이에스피 🔗2,9153,005🔴 +3.09%—×0.6🔻 개인🔵 -0.2억-0.2+0.0+0.0+0.0+0.2+0.1
12478340 나라스페이스테크놀로지 🔗11,43011,770🔴 +2.97%—×1.1🟢 외인🔴 +2.5억+2.5+0.0+0.0+0.0-2.5-0.0
13272210 한화시스템 🔗73,60075,700🔴 +2.85%+0.13%p×0.6🟢 외인🔴 +46.6억+51.6-15.4+11.5+10.4-76.5+18.4
14075580 세진중공업 🔗11,28011,600🔴 +2.84%+0.80%p×0.3🟢 외인🔴 +8.3억+7.8+0.5+0.1+0.0-7.8-0.7
15372910 한컴라이프케어 🔗1,8501,895🔴 +2.43%—×32.6🔻 개인🔵 -5.6억-5.6+0.0-0.0+0.0+5.6+0.0
16064350 현대로템 🔗143,100146,400🔴 +2.31%-0.07%p×0.5🟢 외인🔴 +23.5억+61.5-29.3+31.4-8.7-54.9-0.1
17065450 빅텍 🔗3,0153,080🔴 +2.16%—×0.7🟢 외인🔴 +0.9억+0.9+0.0+0.0+0.0-0.5-0.3
18079550 LIG디펜스앤에어로스페이스 🔗769,000785,000🔴 +2.08%-0.39%p×0.8🟢 외인🔴 +20.3억+38.1-25.9-3.8+8.1-31.3+14.8
19267250 HD현대 🔗227,000231,500🔴 +1.98%+0.44%p×0.8⚫ 그외🔵 -48.6억-44.5+8.8+17.6-12.8+2.3+28.8
20274400 이노시뮬레이션 🔗2,2802,325🔴 +1.97%—×0.8🟡 금투🔴 +0.0억+0.0+0.0+0.0+0.0-0.0+0.0
21003570 SNT다이내믹스 🔗32,20032,750🔴 +1.71%+0.93%p×0.6🟢 외인🔴 +6.5억+5.7+0.8-5.3-0.0-0.1-1.1
22288180 케이피항공산업 🔗8,3708,500🔴 +1.55%—×0.8🟢 외인🔴 +0.7억+0.7+0.0+0.0+0.0-0.7+0.0
23484590 삼양컴텍 🔗6,5206,620🔴 +1.53%—×0.5🟢 외인🔴 +0.5억+0.5-0.0-0.3+0.0-0.2+0.0
24274090 켄코아에어로스페이스 🔗11,21011,380🔴 +1.52%—×0.5🟢 외인🔴 +1.4억+1.4+0.0-0.3+0.0-1.1+0.0
25010820 퍼스텍 🔗6,3706,460🔴 +1.41%—×0.3🟢 외인🔴 +1.7억+1.7+0.0-0.2+0.0-0.9-0.6
26439260 대한조선 🔗51,00051,700🔴 +1.37%+0.00%p×0.5⚫ 그외🔵 -2.6억-3.6+1.0+0.8-0.1-1.5+3.3
27437730 삼현 🔗37,60038,100🔴 +1.33%—×0.4🟢 외인🔴 +5.7억+5.7+0.0-2.8+0.0-4.0+1.0
28064820 케이프 🔗8,9909,110🔴 +1.33%+0.00%p×0.3🟢 외인🔴 +0.6억+0.6+0.0+0.0+0.0-0.5-0.1
29042660 한화오션 🔗89,60090,700🔴 +1.23%+0.67%p×0.8🟢 외인🔴 +208억+342-85.4+100-48.5-189-120
30361390 제노코 🔗13,80013,950🔴 +1.09%—×0.6🔻 개인🔵 -0.3억-0.3+0.0-0.1+0.0+0.4-0.0
310008Z0 에스엔시스 🔗23,95024,200🔴 +1.04%+0.20%p×0.3🟢 외인🔴 +0.3억+0.3+0.0-0.1+0.0-0.2-0.0
32092460 한라IMS 🔗18,43018,620🔴 +1.03%+0.11%p×0.3🟣 투신🔴 +0.7억-0.9+0.0+0.3+1.5-1.1+0.0
33038010 제일테크노스 🔗5,4505,500🔴 +0.92%—×0.4🔻 개인🔵 -0.1억-0.1+0.0+0.0+0.0+0.1+0.0
34217590 티엠씨 🔗14,16014,290🔴 +0.92%—×0.6🟢 외인🔴 +4.8억+4.7+0.0-0.1+0.1-4.6-0.1
35065710 서호전기 🔗44,40044,800🔴 +0.90%—×1.0🔻 개인🔵 -0.1억-0.1+0.0+0.0+0.0+0.1+0.0
36214430 아이쓰리시스템 🔗72,60073,200🔴 +0.83%+0.97%p×0.6🔻 개인🔵 -1.4억-1.9+0.4-1.4+0.1+1.4+1.4
37103230 에스앤더블류 🔗2,5202,540🔴 +0.79%—×1.5🟢 외인🔴 +0.1억+0.1+0.0+0.0+0.0-0.1+0.0
38014940 오리엔탈정공 🔗4,8854,920🔴 +0.72%—×0.2🟢 외인🔴 +0.9억+0.9+0.0+0.0+0.0-0.9-0.0
39382900 범한퓨얼셀 🔗16,99017,110🔴 +0.71%-0.11%p×0.6🟢 외인🔴 +3.0억+3.0+0.0+0.0+0.0-3.2+0.2
40448710 코츠테크놀로지 🔗12,11012,190🔴 +0.66%—×0.3🔻 개인🔵 -0.1억-0.1+0.0+0.0+0.0+0.2-0.1
41099410 동방선기 🔗3,1153,135🔴 +0.64%—×0.2🟢 외인🔴 +0.1억+0.1+0.0+0.0+0.0-0.1+0.0
42474610 RF시스템즈 🔗7,9808,030🔴 +0.63%—×0.7🔻 개인🔵 -1.5억-1.5+0.0-0.4+0.0+1.1+0.8
43129920 대성하이텍 🔗6,7206,760🔴 +0.60%—×1.1🔻 개인🔵 -0.9억-0.9-0.0-0.1+0.0+0.8+0.2
44474170 루미르 🔗6,7406,780🔴 +0.59%—×0.8🟢 외인🔵 -0.1억+0.3+0.0-0.1-0.4+0.2+0.0
45013810 스페코 🔗1,6111,619🔴 +0.50%—×0.8🔻 개인🔵 -0.1억-0.1+0.0+0.0+0.0+0.1+0.0
46333430 일승 🔗4,0504,070🔴 +0.49%—×0.1🟢 외인🔴 +1.4억+1.4+0.0+0.0+0.0-1.4+0.0
47082740 한화엔진 🔗45,05045,250🔴 +0.44%+0.11%p×0.4⚫ 그외🔵 -21.6억-19.2+0.1+2.3-2.5-5.4+24.6
48085310 엔케이 🔗9,4409,480🔴 +0.42%—×1.3🟡 금투🔵 -0.8억-0.8+0.0+1.4+0.0-0.7+0.0
49215090 솔디펜스 🔗1,4881,494🔴 +0.40%—×0.6🟢 외인🔴 +0.0억+0.0+0.0+0.0+0.0-0.0+0.0
50368770 파이버프로 🔗13,20013,230🔴 +0.23%—×0.8🟢 외인🔴 +2.5억+2.5+0.0-0.7+0.0-0.9-0.9
51036530 SNT홀딩스 🔗48,80048,900🔴 +0.20%+0.71%p×0.6🔻 개인🔵 -0.1억+0.3+0.2-0.1-0.6+0.3-0.2
52101930 인화정공 🔗7,6907,700🔴 +0.13%+2.60%p×0.5🔻 개인🔵 -0.3억-0.3+0.0+0.0+0.0+0.3+0.0
530015G0 그린광학 🔗15,97015,980🔴 +0.06%—×0.4🟢 외인🔴 +0.2억+0.2-0.0-0.0-0.0-0.2+0.0
54071970 HD현대마린엔진 🔗57,30057,300⚪ +0.00%-0.17%p×0.4🟣 투신🔵 -7.2억-13.6-2.0+1.2+8.5-0.6+6.6
55101000 KS인더스트리 🔗311311⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
56077970 STX엔진 🔗28,45028,450⚪ +0.00%+0.18%p×0.5🔻 개인🔵 -6.9억-7.7+0.8-0.1-0.1+7.1-0.1
57054180 메디콕스 🔗2,2952,295⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
58010140 삼성중공업 🔗21,90021,900⚪ +0.00%+0.68%p×0.9🟡 금투🔵 -23.8억-5.7+22.3+63.9-40.5+4.8-44.9
59065570 삼영이엔씨 🔗764764⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
60067390 아스트 🔗506506⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
61074610 이엔플러스 🔗5,1105,110⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
62000880 한화 🔗83,80083,800⚪ +0.00%——🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
63221840 하이즈항공 🔗1,9781,975🔵 -0.15%—×0.1🟢 외인🔴 +0.0억+0.0+0.0+0.0+0.0-0.0+0.0
64108380 대양전기공업 🔗18,17018,130🔵 -0.22%-0.16%p×0.4🔻 개인🔴 +0.2억+0.2+0.0-0.5+0.0+0.6-0.4
65443060 HD현대마린솔루션 🔗199,600199,100🔵 -0.25%-0.45%p×0.7🔻 개인🔵 -3.5억+1.6-0.3+1.2-4.8+4.4-2.2
66460930 현대힘스 🔗15,01014,930🔵 -0.53%+0.60%p×0.2🔻 개인🔵 -1.3억-1.3+0.0-0.0+0.0+3.1-1.9
67005870 휴니드 🔗4,6204,585🔵 -0.76%—×0.8🟢 외인🔴 +0.3억+0.3+0.0+0.0+0.0-0.3+0.0
68095190 신화프리텍 🔗2,0151,995🔵 -0.99%—×0.5🟢 외인🔴 +0.2억+0.2+0.0+0.0+0.0-0.2+0.0
69103140 풍산 🔗83,80082,600🔵 -1.43%+0.48%p×0.7🟢 외인🔴 +40.7억+33.5+5.4-5.7+1.8-7.8-27.1
70014620 성광벤드 🔗27,55027,100🔵 -1.63%+0.55%p×0.8🔻 개인🔵 -17.6억-17.8+0.6-1.1-0.4+18.1+0.6
71095270 웨이브일렉트로 🔗4,6054,530🔵 -1.63%—×0.5🔻 개인🔵 -0.2억-0.2+0.0+0.0+0.0+0.2+0.0
72329180 HD현대중공업 🔗508,000498,500🔵 -1.87%+0.49%p×1.1🔻 개인🔵 -158억-2.2-104-45.6-51.6+277-73.7
73140430 카티스 🔗1,9401,883🔵 -2.94%—×0.5🟢 외인🔴 +0.1억+0.1+0.0+0.0+0.0-0.1+0.0
74318660 타임기술 🔗3,7003,590🔵 -2.97%—×1.8🔻 개인⚪ +0.0억+0.0+0.0+0.0+0.0+0.0+0.0
75086670 비엠티 🔗17,52016,990🔵 -3.03%—×1.4🔻 개인🔵 -0.0억-1.3+0.0-1.2+1.2+3.6-2.5
76488900 비츠로넥스텍 🔗11,81011,390🔵 -3.56%+0.84%p×1.3🔻 개인🔵 -3.1억-3.1+0.0-0.0+0.0+3.4-0.3
77009540 HD한국조선해양 🔗402,000382,500🔵 -4.85%+0.50%p×1.1🔻 개인🔵 -246억-109-50.8-25.2-86.5+331-59.6

보조 후보 — alternatives 포함 (85개)

다른 매크로가 primary지만 alternatives에 이 매크로가 들어있는 종목. read-only 보조 노출.

#종목primary 매크로등락률smart money
1091590 남화토건 🔗건설부동산🔴 +29.93%🔵 -21.4억
2009730 이렘 🔗소재화학🔴 +10.82%🔴 +0.0억
3044490 태웅 🔗소재화학🔴 +6.11%🔵 -5.4억
4218410 RFHIC 🔗반도체AI🔴 +5.59%🔵 -5.2억
5356860 티엘비 🔗반도체AI🔴 +5.59%🔴 +13.8억
6097230 HJ중공업 🔗건설부동산🔴 +4.45%🔴 +16.6억
7198940 한주라이트메탈 🔗자동차🔴 +4.09%🔵 -0.2억
8133820 화인베스틸 🔗소재화학🔴 +3.79%🔵 -0.0억
9025890 한국주강 🔗소재화학🔴 +3.65%🔵 -0.5억
10100590 머큐리 🔗IT서비스🔴 +3.24%🔴 +0.0억
11327260 RF머트리얼즈 🔗반도체AI🔴 +3.12%🔴 +2.9억
12331380 포커스에이아이 🔗소프트웨어🔴 +2.95%🔴 +0.4억
13273640 와이엠텍 🔗2차전지EV🔴 +2.54%🔵 -1.1억
14002690 동일제강 🔗소재화학🔴 +2.50%🔴 +0.1억
15042370 비츠로테크 🔗전력에너지🔴 +2.27%🔵 -0.0억
16096350 대창솔루션 🔗전력에너지🔴 +2.20%🔵 -0.8억
17046120 오르비텍 🔗전력에너지🔴 +2.15%🔵 -1.6억
18054540 삼영엠텍 🔗소재화학🔴 +2.14%🔴 +0.7억
19452190 한빛레이저 🔗반도체AI🔴 +2.08%🔴 +0.8억
20463480 모티브링크 🔗2차전지EV🔴 +2.01%🔴 +0.2억
21310870 디와이씨 🔗자동차🔴 +1.93%🔴 +0.1억
22073490 LIG아큐버 🔗IT서비스🔴 +1.91%🔴 +0.6억
23451760 컨텍 🔗소프트웨어🔴 +1.60%🔵 -0.1억
24455900 엔젤로보틱스 🔗로봇AI🔴 +1.57%🔴 +5.0억
25020560 아시아나항공 🔗운송물류🔴 +1.54%🔴 +0.5억
260011A0 액스비스 🔗2차전지EV🔴 +1.25%🔵 -0.7억
27180640 한진칼 🔗운송물류🔴 +1.10%🔵 -5.7억
28024740 한일단조 🔗자동차🔴 +0.92%🔵 -0.1억
29211270 AP위성 🔗IT서비스🔴 +0.84%🔴 +0.7억
30035460 기산텔레콤 🔗IT서비스🔴 +0.83%🔴 +0.6억
31298690 에어부산 🔗운송물류🔴 +0.72%🔵 -0.2억
32475580 에이럭스 🔗로봇AI🔴 +0.66%🔵 -0.1억
33033320 제이씨현시스템 🔗IT서비스🔴 +0.65%🔴 +0.7억
34047080 한빛소프트 🔗소비미디어🔴 +0.56%🔵 -0.3억
35069540 빛과전자 🔗IT서비스🔴 +0.51%🔴 +1.3억
36263770 유에스티 🔗소재화학🔴 +0.49%🔵 -0.0억
37005810 풍산홀딩스 🔗소재화학🔴 +0.40%🔵 -1.5억
38119500 포메탈 🔗소재화학🔴 +0.38%🔵 -0.2억
39295310 에이치브이엠 🔗소재화학🔴 +0.37%🔴 +7.0억
40377330 이지트로닉스 🔗전력에너지🔴 +0.37%🔴 +0.0억
41053210 스카이라이프 🔗소비미디어🔴 +0.35%🔵 -0.4억
42080160 모두투어 🔗소비미디어🔴 +0.33%🔵 -0.8억
43101170 우림피티에스 🔗로봇AI🔴 +0.12%🔴 +0.2억
44065950 웰크론 🔗소비미디어🔴 +0.10%⚪ +0.0억
45187270 신화콘텍 🔗반도체AI⚪ +0.00%🔴 +0.0억
46089590 제주항공 🔗운송물류⚪ +0.00%🔵 -0.8억
47094850 참좋은여행 🔗소비미디어⚪ +0.00%🔴 +0.4억
48091810 트리니티항공 🔗운송물류⚪ +0.00%⚪ +0.0억
49124560 태웅로직스 🔗운송물류🔵 -0.11%🔵 -0.2억
50424960 스마트레이더시스템 🔗로봇AI🔵 -0.12%🔴 +0.4억
51072990 에이치시티 🔗IT서비스🔵 -0.14%🔴 +0.0억
52081180 쎄크 🔗반도체AI🔵 -0.17%🔴 +0.4억
53104620 노랑풍선 🔗소비미디어🔵 -0.31%🔵 -0.1억
54120030 조선선재 🔗소재화학🔵 -0.35%🔵 -0.0억
55064960 SNT모티브 🔗자동차🔵 -0.36%🔵 -1.6억
56272450 진에어 🔗운송물류🔵 -0.37%🔵 -0.8억
57123700 SJM 🔗자동차🔵 -0.43%⚪ +0.0억
58003490 대한항공 🔗운송물류🔵 -0.56%🔵 -46.3억
59204610 티쓰리 🔗소비미디어🔵 -0.60%🔵 -2.6억
60136150 원일티엔아이 🔗전력에너지🔵 -0.65%🔵 -0.0억
61079170 한창산업 🔗소재화학🔵 -0.69%🔵 -0.2억
62052300 오션인더블유 🔗건설부동산🔵 -0.71%🔴 +0.2억
63155660 DSR 🔗소재화학🔵 -0.74%🔵 -0.4억
64001430 세아베스틸지주 🔗소재화학🔵 -0.85%🔴 +0.6억
65258610 케일럼 🔗전력에너지🔵 -0.93%🔴 +0.1억
66417970 모델솔루션 🔗IT서비스🔵 -0.95%🔴 +0.0억
67175140 휴먼테크놀로지 🔗IT서비스🔵 -0.95%🔴 +0.1억
68033500 동성화인텍 🔗소재화학🔵 -1.02%🔵 -2.7억
69004270 남성 🔗자동차🔵 -1.15%🔴 +0.0억
70038540 상상인 🔗금융🔵 -1.15%🔵 -0.1억
71424760 벨로크 🔗소프트웨어🔵 -1.19%🔵 -0.7억
72189300 인텔리안테크 🔗IT서비스🔵 -1.27%🔵 -3.2억
73017960 한국카본 🔗소재화학🔵 -1.41%🔵 -14.8억
74006840 AK홀딩스 🔗운송물류🔵 -2.26%🔵 -0.1억
75088800 에이스테크 🔗IT서비스🔵 -2.29%🔵 -0.5억
76093640 케이알엠 🔗반도체AI🔵 -2.42%🔵 -0.3억
77003720 삼영 🔗소재화학🔵 -2.43%🔵 -2.5억
78013030 하이록코리아 🔗전력에너지🔵 -2.59%🔴 +0.3억
79452280 한선엔지니어링 🔗소재화학🔵 -3.40%🔵 -0.9억
80223310 사토시홀딩스 🔗소비미디어🔵 -3.50%🔵 -0.1억
81013520 화승코퍼레이션 🔗자동차🔵 -3.60%🔴 +0.3억
82066900 디에이피 🔗자동차🔵 -3.61%🔴 +0.0억
83004870 티웨이홀딩스 🔗건설부동산🔵 -4.26%🔴 +1.2억
84005430 한국공항 🔗운송물류🔵 -6.87%🔵 -5.9억
85321370 센서뷰 🔗IT서비스🔵 -10.51%🔵 -5.1억

백링크