ν™”μ‹  둜고

ν™”μ‹  (010690) μ£Όκ°€ 및 μ’…λͺ© 정보

ν™”μ‹  μ£Όκ°€ 및 핡심 정보

ν˜„μž¬κ°€ 및 핡심 투자 정보
ν•­λͺ© κ°’
ν˜„μž¬κ°€ 8,350 원
λ³€λ™λŸ‰ β–² 190 원
변동λ₯  +2.33%
κΈ°μ€€ μ‹œκ°
거래 ꡬ뢄 μ‹œκ°„μ™Έ 거래
μ‹œμž₯ KOSPI
κ±°λž˜μ†Œ KRX
μ‹œκ°€ 8,320 원
κ³ κ°€ 8,390 원
μ €κ°€ 7,900 원
52μ£Ό λ²”μœ„ 6,410 원 ~ 16,720 원
κ±°λž˜λŸ‰ 309,598
κ±°λž˜λŒ€κΈˆ 2,524,203,780 원
μ‹œκ°€μ΄μ•‘ 2,915얡원
PER 4.35λ°°
PBR 0.5λ°°
EPS 1,910.2231 원
λ°°λ‹Ήμˆ˜μ΅λ₯  2.05%
μ—…μ’… μžλ™μ°¨λΆ€ν’ˆ

일별 μ£Όκ°€

κ³Όκ±° 일별 μ£Όκ°€ 정보
λ‚ μ§œ μ‹œκ°€ κ³ κ°€ μ €κ°€ μ’…κ°€ κ±°λž˜λŸ‰ κ±°λž˜λŒ€κΈˆ
2026.08.11 8,510 8,830 8,470 8,610 314,088 2,726,008,910
2026.08.12 8,610 8,970 8,500 8,820 276,417 2,421,651,520
2026.08.13 8,930 9,100 8,710 8,790 336,083 2,992,300,355
2026.08.14 9,000 9,580 8,870 9,070 1,946,521 17,933,166,425
2026.08.18 8,940 8,970 8,310 8,400 487,327 4,205,425,270
2026.08.19 8,060 10,350 8,060 8,520 4,462,781 41,182,816,205
2026.08.20 8,540 8,580 8,230 8,450 539,509 4,553,055,750
2026.08.21 8,300 8,320 8,080 8,140 348,851 2,846,529,690
2026.08.24 8,140 8,390 8,110 8,160 204,713 1,680,887,320
2026.08.25 8,320 8,390 7,900 8,350 309,598 2,524,203,780

νšŒμ‚¬ 정보

κΈ°μ—…μˆœμœ„ μ£Όμ‹μˆ˜ 외ꡭ인 비쀑 μ‚°μ—…κ΅° μ„ΈλΆ€ μ‚°μ—…κ΅°
KOSPI 421μœ„ 34,920,410 1.88% μžλ™μ°¨ μžλ™μ°¨λΆ€ν’ˆ

κΈ°μ—… κ°œμš”

화신은 1969λ…„ μ„€λ¦½λœ κΈ°μ—…μœΌλ‘œ μ°¨λž‘μš© μ„€μ‹œ, λ°”λ””νŒŒμΈ , λͺ¨λ“ˆ μƒμ‚°Β·νŒλ§€μ—…μ„ μ˜μœ„ν•˜κ³  μžˆλ‹€. μ£Όμš” 쒅속기업은 HAL, HBJ, μ΄λ…ΈλΉŒ 등이 μžˆλ‹€. μ£Όμš” λ§€μΆœμ€ μ„€μ‹œ νŒλ§€μ—μ„œ λ°œμƒν•˜κ³  있으며 λ°”λ””νŒŒμΈ  νŒλ§€κ°€ λ’€λ₯Ό μž‡κ³  μžˆλ‹€. 지속적인 μ—°κ΅¬κ°œλ°œν™œλ™μ„ μˆ˜ν–‰ν•˜μ—¬ μ‹ κΈ°μˆ , 신곡법이 μ μš©λ˜λŠ” μ œν’ˆ μˆ˜μ£Όμ—μ„œ κ²½μŸμš°μœ„λ₯Ό ν™•λ³΄ν•˜κ³  μžˆλ‹€.

κ΄€λ ¨ ν…Œλ§ˆ

  • μ „κΈ°μ°¨ : μžλ™μ°¨ μ„€μ‹œ 및 차체의 κ°μ’…λΆ€ν’ˆμ„ μƒμ‚°ν•˜μ—¬ λ‚©ν’ˆν•˜λŠ” μžλ™μ°¨λΆ€ν’ˆ μ „λ¬Έμ—…μ²΄λ‘œ ν…ŒμŠ¬λΌ λͺ¨λΈX와 λͺ¨λΈS에 νŽ˜λ‹¬λΆ€ν’ˆμ„ λ‚©ν’ˆ 쀑이며, λͺ¨λΈ3μ—λŠ” λͺ¨ν„° λΈŒλΌμΌ“μ„ 곡급 쀑
  • μžλ™μ°¨λΆ€ν’ˆ : μžλ™μ°¨ μ„€μ‹œ 및 차체의 κ°μ’…λΆ€ν’ˆ μ œμ‘°μ—…μ²΄λ‘œ ν˜„λŒ€ 기아차에 λ‚©ν’ˆ 쀑

AI예츑

AIμ˜ˆμΈ‘κΈ°λŠ” 이 μ’…λͺ©μ„ κ°•λ ₯맀도 Β· 맀도 Β· 쀑립 Β· 맀수 Β· κ°•λ ₯맀수 둜 μ˜ˆμΈ‘ν–ˆμ–΄μš”.

멀버십 ν”Œλžœμ„ κ΅¬λ…ν•˜λ©΄ μ˜ˆμƒ μ£Όκ°€ μ‹œλ‚˜λ¦¬μ˜€μ™€ AI의 투자의견, λͺ©ν‘œΒ·μ†μ ˆκ°€, AIκ°€ μ°Έκ³ ν•œ 차트 νŒ¨ν„΄λ“€μ„ 확인할 수 μžˆμŠ΅λ‹ˆλ‹€.

μ§€ν‘œλΆ„μ„

수읡λ₯  1μœ„ λ§€λ§€μ „λž΅μ€ 이 μ’…λͺ©μ„ 맀수 Β· 맀도 Β· 보유 Β· 관망 μ€‘μ΄μ—μš”.

멀버십 ν”Œλžœμ„ κ΅¬λ…ν•˜λ©΄ 수읡λ₯  1μœ„ λ§€λ§€μ „λž΅μ˜ λ§€λ§€ μ‹œμ μ„ ν™•μΈν•˜κ³  λ‹€μŒ μ‹ ν˜Έλ₯Ό μ•Œλ¦ΌμœΌλ‘œ λ°›μ•„λ³Ό 수 μžˆμŠ΅λ‹ˆλ‹€.

μ΅œμ‹  κ΄€λ ¨ λ‰΄μŠ€

[μΈν¬μŠ€νƒλ°μΌλ¦¬=박상철 기자]β–  μ΄μˆ˜νŽ˜νƒ€μ‹œμŠ€(007660), 2λΆ„κΈ° ν˜Έμ‹€μ  및 λ””λ ˆμ΄νŒ… μš”μΈ ν•΄μ†Œ 뢄석 등에 μƒμŠΉν‚€μ›€μ¦κΆŒμ€ 동사에 λŒ€ν•΄ 2Q26 싀적은 κ°€μ΄λ˜μŠ€λ₯Ό μƒνšŒν–ˆκ³ , μ£Όκ°€λŠ” 고점 λŒ€λΉ„ -36% μ‘°μ • λ°›μ•˜λ‹€λ©°, κΈ°μ‘΄ AIλž λ¦¬μ—μ„œ μ†Œμ™Έλ˜μ—ˆμœΌλ‚˜ λ””λ ˆμ΄νŒ… μš”μ†Œκ°€ ν•΄μ†Œλ˜μ—ˆλ‹€κ³  λ°ν˜”λ‹€. 이와 κ΄€λ ¨, 2λΆ„κΈ° λ§€μΆœμ•‘μ€ μ „λ…„ 동기 λŒ€λΉ„ 57% μ¦κ°€ν•œ 3,799μ–΅ 원, μ˜μ—…μ΄μ΅μ€ 83% μ¦κ°€ν•œ 771μ–΅ 원(μ˜μ—…μ΄μ΅λ₯  20.3%)을 κΈ°λ‘ν•˜λ©° μ‹œμž₯ μ „λ§μΉ˜(μ»¨μ„Όμ„œμŠ€ 751μ–΅ 원)λ₯Ό μ›ƒλŒμ•˜λ‹€λ©°, 데이터센터와 λ„€νŠΈμ›Œν¬ μ „ μ œν’ˆκ΅° μˆ˜μš” ν™•λŒ€λ‘œ λΆ„κΈ° μ΅œλŒ€

[2026λ…„ μƒλ°˜κΈ° λŒ€ν•œλ―Όκ΅­ 베슀트리포트]2μ›” 베슀트-μž„μ€μ˜ μ‚Όμ„±μ¦κΆŒ 연ꡬ원 μž„μ€μ˜ μ‚Όμ„±μ¦κΆŒ 연ꡬ원이 화신에 λŒ€ν•΄ μž‘μ„±ν•œ 'μ„€μ‹œ κΈ°μˆ μ„ 기반으둜, λ‘λ²ˆ μ§Έ 피봇을 κΈ°λŒ€' λ¦¬ν¬νŠΈκ°€ '2026λ…„ μƒλ°˜κΈ° λŒ€ν•œλ―Όκ΅­ 베슀트리포트'의 2μ›” 베슀트리포트둜 선정됐닀. μž„ 연ꡬ원은 μ„€μ‹œ μ œμ‘°μ—…μ²΄μΈ 화신이 λ§€λ ₯적인 투자처인 이유λ₯Ό λ‹€κ°λ„λ‘œ μ‘°λͺ…ν–ˆλ‹€. μ„€μ‹œλŠ” μ°¨λŸ‰μ˜ 진동·좩격을 ν‘μˆ˜ν•΄ 차체 μˆ˜ν‰μ„ μœ μ§€ν•˜κ³  μŠΉμ°¨κ°μ„ ν–₯μƒμ‹œν‚€λŠ” 역할을 ν•˜λŠ”λ° 이λ₯Ό λ§Œλ“œλŠ” 화신이 유망 μ‹ μ‚¬μ—…μœΌλ‘œ μ§„μΆœν•  기술λ ₯을 κ°–μ·„λ‹€λŠ” 것이 핡심 뢄석이닀. ꡬ체적으둜 화신이 μ „κΈ°μ°¨ 배터리 μΌ€μ΄μŠ€μ™€ λ‘œλ΄‡ λ°”λ”” λͺ¨λ“ˆ 제쑰둜 μ‚¬μ—…μ˜μ—­μ„ λ„“νž 수 μžˆλ‹€κ³  μ „λ§ν–ˆλ‹€. μž„ 연ꡬ원은 β–³ν˜„λŒ€μ°¨Β·κΈ°μ•„μ˜ 신곡μž₯ 가동과 μ‹ λͺ¨λΈ μΆœμ‹œ 수혜 △배터리 μΌ€μ΄μŠ€ 맀좜 κ³ μ„±μž₯ β–³λ‘œλ΄‡ λ°”λ”” λͺ¨λ“ˆ 사업 μ§„μž… κ°€λŠ₯μ„± β–³ν˜„λŒ€μ°¨μ™€ GM의 ν˜‘λ ₯ 수혜 λ“± λ„€ κ°€μ§€ 투자포인트λ₯Ό μžμ„Ένžˆ μ†Œκ°œν–ˆλ‹€....

이번 μ£Ό μ£Όμ‹μ‹œμž₯은 인곡지λŠ₯(AI) λ°˜λ„μ²΄ μ‹œμž₯의 폭발적인 μ„±μž₯에 λ°œλ§žμΆ”μ–΄ 데이터센터ν–₯ μ „λ ₯ 인프라 및 μ „μž₯ λΆ€ν’ˆ μˆ˜μš”κ°€ ...

κ΅­λ‚΄ μ¦μ‹œλŠ” 쀑동 μ§€μ—­μ˜ κΈ΄μž₯ 완화에 λ”°λ₯Έ 재건 κΈ°λŒ€κ°κ³Ό κΈ€λ‘œλ²Œ λ‘œλ΄‡ 곡급망 νŽΈμž… κ°€λŠ₯μ„±, 해상풍λ ₯ 규제 μ™„ν™” λ“± λŒ€λ‚΄μ™Έμ ...

μžλ™μ°¨ λΆ€ν’ˆ μ „λ¬Έ κΈ°μ—… 화신이 λ‘œλ΄‡ λ°”λ”” λͺ¨λ“ˆκ³Ό 배터리 μΌ€μ΄μŠ€ λ“± 신사업 μ„±μž₯ κΈ°λŒ€κ°μ— νž˜μž…μ–΄ μž₯ 초반 μƒν•œκ°€λ₯Ό κΈ°λ‘ν–ˆλ‹€....

μ‹€μ ν˜„ν™©

λ§€μΆœμ•‘

κΈ°κ°„ ꡬ뢄 λ§€μΆœμ•‘ μ¦κ°€μœ¨
2025 μ—°κ°„ (YoY) 1,962,483,716,837 14.61%
2024 μ—°κ°„ (YoY) 1,712,315,816,922 -5.02%
2023 μ—°κ°„ (YoY) 1,802,759,833,241 6.66%
2022 μ—°κ°„ (YoY) 1,690,271,400,000 36.69%
2026.2Q λΆ„κΈ° (QoQ) 498,388,345,913 -1.42%
2026.1Q λΆ„κΈ° (QoQ) 505,575,797,323 -1.32%
2025.4Q λΆ„κΈ° (QoQ) 512,355,849,250 5.45%
2025.3Q λΆ„κΈ° (QoQ) 485,875,574,304 -1.00%

μ˜μ—…μ΄μ΅

κΈ°κ°„ ꡬ뢄 μ˜μ—…μ΄μ΅ μ¦κ°€μœ¨
2025 μ—°κ°„ (YoY) 102,447,956,813 56.86%
2024 μ—°κ°„ (YoY) 65,310,768,287 -22.00%
2023 μ—°κ°„ (YoY) 83,728,814,908 -4.16%
2022 μ—°κ°„ (YoY) 87,362,960,000 261.64%
2026.2Q λΆ„κΈ° (QoQ) 5,800,421,999 -65.84%
2026.1Q λΆ„κΈ° (QoQ) 16,981,885,358 -49.94%
2025.4Q λΆ„κΈ° (QoQ) 33,923,902,580 193.26%
2025.3Q λΆ„κΈ° (QoQ) 11,567,888,653 -56.32%

순이읡

κΈ°κ°„ ꡬ뢄 순이읡 μ¦κ°€μœ¨
2025 μ—°κ°„ (YoY) 66,688,373,511 24.51%
2024 μ—°κ°„ (YoY) 53,561,268,072 -30.68%
2023 μ—°κ°„ (YoY) 77,268,483,097 4.12%
2022 μ—°κ°„ (YoY) 74,211,910,000 204.55%
2026.2Q λΆ„κΈ° (QoQ) 7,030,664,460 -75.16%
2026.1Q λΆ„κΈ° (QoQ) 28,298,717,144 46.11%
2025.4Q λΆ„κΈ° (QoQ) 19,368,054,205 7.79%
2025.3Q λΆ„κΈ° (QoQ) 17,968,032,125 7406.58%

μˆœλ§€μˆ˜λŸ‰

개인: -3,808

κΈ°κ΄€: -3,128

외인: 7,045

λˆ„μ  μˆœλ§€μˆ˜λŸ‰

개인: 1,145,318

κΈ°κ΄€: -1,075,418

외인: -35,383

순맀수

λ‚ μ§œ 개인 κΈ°κ΄€ 외인
2026-08-25 -3,808 -3,128 7,045
2026-08-24 -24,724 23 24,700
2026-08-21 -30,078 -6,737 36,600
2026-08-20 -93,498 251 93,151
2026-08-19 479,832 1,687 -481,526
2026-08-18 -19,093 -2,531 21,770
2026-08-14 127,306 -31,570 -90,687
2026-08-13 10,844 -211 -11,128
2026-08-12 -24,383 73,192 -49,109
2026-08-11 -26,732 44,034 -2,112
2026-08-10 -80,692 17,098 63,604
2026-08-07 -8,501 2,908 5,393
2026-08-06 -2,322 3,091 -1,269
2026-08-05 -23,410 4,112 19,214
2026-08-04 -48,498 27,069 23,839
2026-08-03 -18,774 11,630 7,157
2026-07-31 -33,762 -22,008 55,780
2026-07-30 -82,741 121 82,598
2026-07-29 -41,263 10,261 31,262
2026-07-28 24,579 -4,430 -12,402
2026-07-27 31,805 116 -31,921

λˆ„μ  순맀수

λ‚ μ§œ 개인 κΈ°κ΄€ 외인
2026-08-25 112,087 124,978 -208,041
2026-08-24 115,895 128,106 -215,086
2026-08-21 140,619 128,083 -239,786
2026-08-20 170,697 134,820 -276,386
2026-08-19 264,195 134,569 -369,537
2026-08-18 -215,637 132,882 111,989
2026-08-14 -196,544 135,413 90,219
2026-08-13 -323,850 166,983 180,906
2026-08-12 -334,694 167,194 192,034
2026-08-11 -310,311 94,002 241,143
2026-08-10 -283,579 49,968 243,255
2026-08-07 -202,887 32,870 179,651
2026-08-06 -194,386 29,962 174,258
2026-08-05 -192,064 26,871 175,527
2026-08-04 -168,654 22,759 156,313
2026-08-03 -120,156 -4,310 132,474
2026-07-31 -101,382 -15,940 125,317
2026-07-30 -67,620 6,068 69,537
2026-07-29 15,121 5,947 -13,061
2026-07-28 56,384 -4,314 -44,323
2026-07-27 31,805 116 -31,921

μžμ‚° λΉ„μœ¨

μžμ‚°μ΄κ³„ λΆ€μ±„λΉ„μœ¨ μžλ³ΈλΉ„μœ¨
1,849,537,072,587 66.60% 33.40%

맀좜 ꡬ성

ꡬ성 μš”μ†Œ λΉ„μœ¨
Module [μžλ™μ°¨λΆ€ν’ˆ] 25.6%
κ·Έ μ™Έ μ œν’ˆ μƒμ‚°μš© 철판의 가곡 ν›„ λΆ€μ‚°λ¬Ό 및 원,λΆ€μž¬λ£Œ λ“± [κΈ°νƒ€μ œν’ˆ] 19.6%
Memberλ₯˜ [μžλ™μ°¨λΆ€ν’ˆ] 18.6%
Armλ₯˜ [μžλ™μ°¨λΆ€ν’ˆ] 12.6%
PNL [μžλ™μ°¨λΆ€ν’ˆ] 8.9%
CTBA [μžλ™μ°¨λΆ€ν’ˆ] 6.6%
기타 8%

곡맀도 ν˜„ν™©

졜근 곡맀도 κ±°λž˜λŸ‰: 15,776 (5.1%)

졜근 곡맀도 μž”κ³ : 555,362 (1.59%)

곡맀도 κ±°λž˜λŸ‰

λ‚ μ§œ μ’…κ°€ κ³΅λ§€λ„λŸ‰ 곡맀도비쀑
2026-08-25 8,350 15,776 5.10%
2026-08-24 8,160 13,386 6.54%
2026-08-21 8,140 22,488 6.45%
2026-08-20 8,450 15,214 2.82%
2026-08-19 8,520 108,163 2.42%
2026-08-18 8,400 27,983 5.74%
2026-08-14 9,070 34,188 1.76%
2026-08-13 8,790 7,494 2.23%
2026-08-12 8,820 6,351 2.30%
2026-08-11 8,610 3,667 1.17%
2026-08-10 8,590 6,578 2.01%
2026-08-07 8,050 11,917 6.06%
2026-08-06 8,200 14,673 4.53%
2026-08-05 8,190 8,955 2.64%
2026-08-04 7,780 18,205 4.68%
2026-08-03 7,420 13,495 3.33%
2026-07-31 7,210 21,363 6.10%
2026-07-30 6,720 14,733 4.06%
2026-07-29 6,750 17,293 3.53%
2026-07-28 7,130 21,520 6.69%
2026-07-27 7,810 13,185 8.37%

곡맀도 μž”κ³ 

λ‚ μ§œ μ’…κ°€ 곡맀도 μž”κ³  곡맀도 비쀑
2026-08-21 8,140 555,362 1.59%
2026-08-20 8,450 575,560 1.65%
2026-08-19 8,520 648,768 1.86%
2026-08-18 8,400 294,150 0.84%
2026-08-14 9,070 310,119 0.89%
2026-08-13 8,790 283,449 0.81%
2026-08-12 8,820 278,718 0.80%
2026-08-11 8,610 289,505 0.83%
2026-08-10 8,590 304,061 0.87%
2026-08-07 8,050 335,734 0.96%
2026-08-06 8,200 352,534 1.01%
2026-08-05 8,190 393,287 1.13%
2026-08-04 7,780 410,709 1.18%
2026-08-03 7,420 433,516 1.24%
2026-07-31 7,210 431,132 1.23%
2026-07-30 6,720 456,656 1.31%
2026-07-29 6,750 459,809 1.32%
2026-07-28 7,130 489,671 1.40%
2026-07-27 7,810 487,862 1.40%
2026-07-24 7,730 480,288 1.38%
2026-07-23 8,340 440,546 1.26%

μ—…μ’… λ‚΄ 비ꡐ

μžλ™μ°¨λΆ€ν’ˆ μ—…μ’…(139개) μ—°κ°„ κΈ°μ€€

ν•­λͺ© ν˜„μž¬ μ’…λͺ© μ—…μ’… 평균 μ—…μ’… λ‚΄ μˆœμœ„
μ‹œκ°€μ΄μ•‘ 2,849.505 6,119.19 22μœ„
PER(졜근4λΆ„κΈ°) 3.921 -32.09 60μœ„
PBR 0.469 0.81 59μœ„
ROE(졜근4λΆ„κΈ°) 12.253 -0.18 27μœ„
λ°°λ‹Ήμˆ˜μ΅λ₯ (μ΅œκ·Όμ—°λ„) 2.083 3.26 55μœ„
μ˜μ—…μ΄μ΅λ₯ (μ΅œκ·Όμ—°λ„) 5.22 -0.58 38μœ„
순이읡λ₯ (μ΅œκ·Όμ—°λ„) 3.398 -2.53 46μœ„
λΆ€μ±„λΉ„μœ¨(μ΅œκ·Όμ—°λ„) 172.882 185.68 45μœ„
λ§€μΆœμ•‘(μ΅œκ·Όμ—°λ„) 19,624.837 15,290.84 17μœ„
μ˜μ—…μ΄μ΅(μ΅œκ·Όμ—°λ„) 1,024.48 766.35 17μœ„
λ‹ΉκΈ°μˆœμ΄μ΅(μ΅œκ·Όμ—°λ„) 666.884 532.88 19μœ„