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°€ 7,450 원
λ³€λ™λŸ‰ β–Ό 100 원
변동λ₯  -1.32%
κΈ°μ€€ μ‹œκ°
거래 ꡬ뢄 μ •κ·œμž₯
μ‹œμž₯ KOSPI
κ±°λž˜μ†Œ KRX
μ‹œκ°€ 7,550 원
κ³ κ°€ 7,590 원
μ €κ°€ 7,360 원
52μ£Ό λ²”μœ„ 6,410 원 ~ 16,720 원
κ±°λž˜λŸ‰ 87,622
κ±°λž˜λŒ€κΈˆ 653,553,550 원
μ‹œκ°€μ΄μ•‘ 2,591얡원
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
2026.09.22 7,600 7,770 7,490 7,540 168,601 1,282,060,210
2026.09.23 7,510 7,540 7,300 7,400 163,637 1,206,438,125
2026.09.28 7,360 7,600 7,340 7,440 102,461 764,583,010
2026.09.29 7,410 7,450 7,280 7,370 96,799 710,015,740
2026.09.30 7,400 7,470 7,330 7,420 70,059 518,234,990
2026.10.01 7,410 7,580 7,410 7,550 133,552 1,003,978,190
2026.10.02 7,550 7,800 7,550 7,670 194,893 1,497,810,025
2026.10.06 7,710 7,860 7,690 7,780 165,841 1,286,985,430
2026.10.07 7,780 7,780 7,510 7,550 94,767 722,151,750
2026.10.08 7,550 7,590 7,360 7,450 87,622 653,553,550

νšŒμ‚¬ 정보

κΈ°μ—…μˆœμœ„ μ£Όμ‹μˆ˜ 외ꡭ인 비쀑 μ‚°μ—…κ΅° μ„ΈλΆ€ μ‚°μ—…κ΅°
KOSPI 441μœ„ 34,920,410 1.07% 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˜ 맀맀 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 맀λ ₯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„€ 가지 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: -1,576

κΈ°κ΄€: -138

외인: 1,704

λˆ„μ  μˆœλ§€μˆ˜λŸ‰

개인: 293,578

κΈ°κ΄€: -59,309

외인: -224,970

순맀수

λ‚ μ§œ 개인 κΈ°κ΄€ 외인
2026-10-08 -1,576 -138 1,704
2026-10-07 24,440 -141 -24,479
2026-10-06 1,273 -515 -758
2026-10-02 6,045 -10,544 4,499
2026-10-01 -29,142 -39 29,000
2026-09-30 8,355 5,407 -13,762
2026-09-29 17,732 24 -17,766
2026-09-28 -35,768 135 35,908
2026-09-23 49,509 -29,569 -20,990
2026-09-22 32,817 -134 -32,683
2026-09-21 -10,063 -289 10,353
2026-09-18 -10,840 -86 10,926
2026-09-17 -3,539 -119 3,658
2026-09-16 -4,575 577 3,998
2026-09-15 -4,452 822 6,333
2026-09-14 15,823 37 -17,219
2026-09-11 19,854 1,586 -21,381
2026-09-10 -9,946 913 9,033
2026-09-09 -18,503 255 18,248
2026-09-08 37,035 -4,609 -32,416
2026-09-07 4,959 -559 -4,400

λˆ„μ  순맀수

λ‚ μ§œ 개인 κΈ°κ΄€ 외인
2026-10-08 89,438 -36,986 -52,194
2026-10-07 91,014 -36,848 -53,898
2026-10-06 66,574 -36,707 -29,419
2026-10-02 65,301 -36,192 -28,661
2026-10-01 59,256 -25,648 -33,160
2026-09-30 88,398 -25,609 -62,160
2026-09-29 80,043 -31,016 -48,398
2026-09-28 62,311 -31,040 -30,632
2026-09-23 98,079 -31,175 -66,540
2026-09-22 48,570 -1,606 -45,550
2026-09-21 15,753 -1,472 -12,867
2026-09-18 25,816 -1,183 -23,220
2026-09-17 36,656 -1,097 -34,146
2026-09-16 40,195 -978 -37,804
2026-09-15 44,770 -1,555 -41,802
2026-09-14 49,222 -2,377 -48,135
2026-09-11 33,399 -2,414 -30,916
2026-09-10 13,545 -4,000 -9,535
2026-09-09 23,491 -4,913 -18,568
2026-09-08 41,994 -5,168 -36,816
2026-09-07 4,959 -559 -4,400

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‰: 7,536 (8.6%)

졜근 곡맀도 μž”κ³ : 736,209 (2.11%)

곡맀도 κ±°λž˜λŸ‰

λ‚ μ§œ μ’…κ°€ κ³΅λ§€λ„λŸ‰ 곡맀도비쀑
2026-10-08 7,450 7,536 8.60%
2026-10-07 7,550 10,012 10.56%
2026-10-06 7,780 2,673 1.61%
2026-10-02 7,670 3,590 1.84%
2026-10-01 7,550 2,248 1.68%
2026-09-30 7,420 9,388 13.40%
2026-09-29 7,370 3,406 3.52%
2026-09-28 7,440 4,349 4.24%
2026-09-23 7,400 7,081 4.33%
2026-09-22 7,540 12,906 7.65%
2026-09-21 7,580 5,159 6.55%
2026-09-18 7,660 7,780 8.91%
2026-09-17 7,550 6,220 8.99%
2026-09-16 7,490 2,350 3.20%
2026-09-15 7,490 5,701 6.82%
2026-09-14 7,400 11,697 11.81%
2026-09-11 7,700 8,683 9.54%
2026-09-10 7,830 7,599 6.01%
2026-09-09 7,770 3,756 4.59%
2026-09-08 7,670 12,637 8.33%
2026-09-07 7,800 1,384 1.05%

곡맀도 μž”κ³ 

λ‚ μ§œ μ’…κ°€ 곡맀도 μž”κ³  곡맀도 비쀑
2026-10-06 7,780 736,209 2.11%
2026-10-02 7,670 740,114 2.12%
2026-10-01 7,550 746,177 2.14%
2026-09-30 7,420 772,916 2.21%
2026-09-29 7,370 761,308 2.18%
2026-09-28 7,440 757,864 2.17%
2026-09-23 7,400 780,177 2.23%
2026-09-22 7,540 770,094 2.21%
2026-09-21 7,580 740,493 2.12%
2026-09-18 7,660 747,069 2.14%
2026-09-17 7,550 750,916 2.15%
2026-09-16 7,490 754,577 2.16%
2026-09-15 7,490 762,055 2.18%
2026-09-14 7,400 770,976 2.21%
2026-09-11 7,700 758,501 2.17%
2026-09-10 7,830 747,213 2.14%
2026-09-09 7,770 740,752 2.12%
2026-09-08 7,670 751,903 2.15%
2026-09-07 7,800 733,395 2.10%
2026-09-04 7,750 738,358 2.11%
2026-09-03 7,590 760,423 2.18%

μ—…μ’… λ‚΄ 비ꡐ

μžλ™μ°¨λΆ€ν’ˆ μ—…μ’…(138개) μ—°κ°„ κΈ°μ€€

ν•­λͺ© ν˜„μž¬ μ’…λͺ© μ—…μ’… 평균 μ—…μ’… λ‚΄ μˆœμœ„
μ‹œκ°€μ΄μ•‘ 2,636.491 5,301.51 25μœ„
PER(졜근4λΆ„κΈ°) 3.628 -35.46 63μœ„
PBR 0.434 0.71 54μœ„
ROE(졜근4λΆ„κΈ°) 12.253 0.17 27μœ„
λ°°λ‹Ήμˆ˜μ΅λ₯ (μ΅œκ·Όμ—°λ„) 2.252 3.33 49μœ„
μ˜μ—…μ΄μ΅λ₯ (μ΅œκ·Όμ—°λ„) 5.22 -0.53 39μœ„
순이읡λ₯ (μ΅œκ·Όμ—°λ„) 3.398 -2.35 47μœ„
λΆ€μ±„λΉ„μœ¨(μ΅œκ·Όμ—°λ„) 172.882 164.14 43μœ„
λ§€μΆœμ•‘(μ΅œκ·Όμ—°λ„) 19,624.837 15,427.54 17μœ„
μ˜μ—…μ΄μ΅(μ΅œκ·Όμ—°λ„) 1,024.48 777.48 17μœ„
λ‹ΉκΈ°μˆœμ΄μ΅(μ΅œκ·Όμ—°λ„) 666.884 544.55 19μœ„