ν…ŒμŠ€ 둜고

ν…ŒμŠ€ (095610) μ£Όκ°€ 및 μ’…λͺ© 정보

ν…ŒμŠ€ μ‹€μ‹œκ°„ μ£Όκ°€

ν…ŒμŠ€ ν˜„μž¬κ°€ 상세 정보
ν•­λͺ© κ°’
ν˜„μž¬κ°€ 27,550 원
λ³€λ™λŸ‰ β–Ό 200.00 원
변동λ₯  -0.72%
κ±°λž˜λŸ‰ 528,361
κ±°λž˜λŒ€κΈˆ 14,746,211,850 원

ν…ŒμŠ€ 일별 μ£Όκ°€

ν…ŒμŠ€μ˜ κ³Όκ±° 일별 μ£Όκ°€
λ‚ μ§œ μ‹œκ°€ κ³ κ°€ μ €κ°€ μ’…κ°€ κ±°λž˜λŸ‰ κ±°λž˜λŒ€κΈˆ
7/31/2025 25,400 25,800 24,800 24,850 104,571 2,625,259,300
8/3/2025 25,000 25,000 24,200 24,300 161,562 3,947,310,825
8/4/2025 24,650 24,750 23,250 23,900 276,522 6,561,656,175
8/5/2025 23,800 24,250 23,600 24,150 131,432 3,152,705,350
8/6/2025 24,400 24,450 23,800 24,250 99,868 2,403,215,900
8/7/2025 24,550 26,000 24,400 25,250 201,907 5,131,629,950
8/10/2025 25,450 25,800 25,050 25,600 82,923 2,120,966,450
8/11/2025 25,650 27,600 25,500 26,500 327,587 8,804,784,200
8/12/2025 27,050 28,150 26,900 27,750 402,814 11,152,424,125
8/13/2025 27,200 28,950 26,750 27,550 528,361 14,746,211,850

κ΄€λ ¨ ν…Œλ§ˆ

  • μ‹œμŠ€ν…œλ°˜λ„μ²΄ : λ°˜λ„μ²΄ μž₯λΉ„ 제쑰 사업(전곡정 핡심 μž₯λΉ„ CVD, ETCH μž₯λΉ„ 제쑰 λ“±)을 μ˜μœ„ν•˜λŠ” μ—…μ²΄λ‘œ, SKν•˜μ΄λ‹‰μŠ€, μ‚Όμ„± μ „μž 등을 μ£Όμš” 고객으둜 ν•˜κ³  있음
  • μ‚Όμ„±μ „μž : λ°˜λ„μ²΄ μ œμ‘°μ— ν•„μš”ν•œ 전곡정 μž₯λΉ„, MOCVD μž₯λΉ„ 제쑰λ₯Ό μ£Όμš”μ‚¬μ—…μœΌλ‘œ ν•˜κ³  있으며 ν•΄λ‹Ή μž₯비듀을 μ‚Όμ„±μ „μžμ™€ SKν•˜μ΄λ‹‰μŠ€μ— λ‚©ν’ˆν•˜κ³  있음
  • λ©”λͺ¨λ¦¬λ°˜λ„체 : λ°˜λ„μ²΄ μž₯λΉ„ 제쑰 사업(전곡정 핡심 μž₯λΉ„ CVD, ETCH μž₯λΉ„ 제쑰 λ“±)을 μ˜μœ„ν•˜λŠ” μ—…μ²΄λ‘œ, SKν•˜μ΄λ‹‰μŠ€, μ‚Όμ„± μ „μž 등을 μ£Όμš” 고객으둜 ν•˜κ³  있음
  • D램 : λ°˜λ„μ²΄ μž₯λΉ„ 제쑰 사업(전곡정 핡심 μž₯λΉ„ CVD, ETCH μž₯λΉ„ 제쑰 λ“±)을 μ˜μœ„ν•˜λŠ” μ—…μ²΄λ‘œ, SKν•˜μ΄λ‹‰μŠ€, μ‚Όμ„± μ „μž 등을 μ£Όμš” 고객으둜 ν•˜κ³  있음
  • 3Dλ‚Έλ“œ : λ°˜λ„μ²΄ μž₯λΉ„ 제쑰 사업(전곡정 핡심 μž₯λΉ„ CVD, ETCH μž₯λΉ„ 제쑰 λ“±)을 μ˜μœ„ν•˜λŠ” μ—…μ²΄λ‘œ, SKν•˜μ΄λ‹‰μŠ€, μ‚Όμ„± μ „μž 등을 μ£Όμš” 고객으둜 ν•˜κ³  있음
  • λ°˜λ„μ²΄μž₯λΉ„ : λ°˜λ„μ²΄ μž₯λΉ„ 제쑰 사업(전곡정 핡심 μž₯λΉ„ CVD, ETCH μž₯λΉ„ 제쑰 λ“±)을 μ˜μœ„ν•˜λŠ” μ—…μ²΄λ‘œ, SKν•˜μ΄λ‹‰μŠ€, μ‚Όμ„± μ „μž 등을 μ£Όμš” 고객으둜 ν•˜κ³  있음
  • λ°˜λ„μ²΄μ „κ³΅μ • : λ°˜λ„μ²΄ μž₯λΉ„ 제쑰 사업(전곡정 핡심 μž₯λΉ„ CVD, ETCH μž₯λΉ„ 제쑰 λ“±)을 μ˜μœ„ν•˜λŠ” μ—…μ²΄λ‘œ, SKν•˜μ΄λ‹‰μŠ€, μ‚Όμ„± μ „μž 등을 μ£Όμš” 고객으둜 ν•˜κ³  있음

ν…ŒμŠ€ νšŒμ‚¬ 정보

μ‹œμž₯ μ‹œκ°€μ΄μ•‘ κΈ°μ—…μˆœμœ„ μ£Όμ‹μˆ˜ 외ꡭ인 비쀑 μ‚°μ—…κ΅° μ„ΈλΆ€ μ‚°μ—…κ΅° 52μ£Ό 졜고 52μ£Ό μ΅œμ €
kosdaq 5,446μ–΅ 125μœ„ 19,768,226 9.95% ν•˜λ“œμ›¨μ–΄/ITμž₯λΉ„ λ°˜λ„μ²΄/λ°˜λ„μ²΄μž₯λΉ„ 28,950 13,090

ν…ŒμŠ€ κΈ°μ—… κ°œμš”

ν…ŒμŠ€λŠ” 2002λ…„ 9μ›” μ„€λ¦½λœ κΈ°μ—…μœΌλ‘œ λ°˜λ„μ²΄ 전곡정 핡심 μž₯λΉ„μ˜ μ œμ‘°μ—…μ„ μ˜μœ„ν•˜κ³  μžˆλ‹€. μ£Όμš” λ§€μΆœμ€ λ°˜λ„μ²΄ μž₯λΉ„ νŒλ§€μ—μ„œ λ°œμƒν•˜κ³  μžˆλ‹€. λ‹Ήμ‚¬λŠ” 전곡정 μ€‘μ—μ„œ 박막 ν˜•μ„±μ„ μœ„ν•΄ μ‚¬μš©λ˜λŠ” 증착μž₯비인 PECVD(Plasma Enhanced Chemical Vapor Deposition)와 건식식각μž₯비인 Gas Phase Etch & Cleaning μž₯λΉ„λ₯Ό μƒμ‚°ν•˜μ—¬ κ΅­λ‚΄ λ°˜λ„μ²΄ μ†Œμž 업체에 κ³΅κΈ‰ν•˜κ³  μžˆλ‹€.

μ΅œμ‹  ν…ŒμŠ€ κ΄€λ ¨ λ‰΄μŠ€

이재λͺ¨ λ…λ¦½λ¦¬μ„œμΉ˜ ARIS λŒ€ν‘œλŠ” "μ‚Όμ„±μ „μžκ°€ λ―Έκ΅­ ν…ŒμΌλŸ¬ λ°˜λ„μ²΄ 곡μž₯의 클린룸 곡사λ₯Ό μ˜€λŠ” 10μ›” 정도 λ§ˆλ¬΄λ¦¬ν•  것"으둜 λ‚΄λ‹€λ΄€λ‹€. 이 λŒ€ν‘œλŠ” 12일 ν•œκ΅­κ²½μ œTVμ—μ„œ "μ‚Όμ„±μ „μžκ°€ 1λ…„ 이상 μ§€μ—°μ‹œμΌ°μ—ˆλ˜ λ―Έκ΅­ ν…ŒμΌλŸ¬ λ°˜λ„μ²΄ 곡μž₯ κ΄€λ ¨ μž₯λΉ„ 발주λ₯Ό ν•œλ‹€λŠ” μ†Œμ‹μ— μ¦μ‹œ κΈ°λŒ€κ°μ΄ 생기고 μžˆλ‹€"λ©° 이 같이 λ§ν–ˆλ‹€. 이 λŒ€ν‘œλŠ” "ν†΅μƒμ μœΌλ‘œ 클린룸 곡사가 마무리되면 λ‹€μŒ μž₯비인 곡정 μžλ™ν™”λ‚˜ λ…Έκ΄‘ 증착 μž₯λΉ„ 기타 검사 μž₯λΉ„, 이후 κ°€μŠ€ 정화와 같은 보톡 μ„€λΉ„ λ“± μ£Όλ³€ μž₯치λ₯Ό μž‡λ”°λΌ λ„μž…ν•œλ‹€"λ©° "μ§€κΈˆ ν•΄λ‹Ή μž₯λΉ„ λ°œμ£Όμ— λŒ€ν•œ κΈ°λŒ€κ°μ΄ λ‚˜μ˜€κ³  μžˆλ‹€"κ³  κ°•μ‘°ν–ˆλ‹€. 이어 "총 52μ‘° 원 정도가 νˆ¬μž…λ˜λŠ” 곡μž₯"이라며 "규λͺ¨κ°€ μƒλ‹Ήν•˜κΈ° λ•Œλ¬Έμ— μž₯비에 λŒ€ν•œ 발주 κΈ°λŒ€κ°μ΄ μžˆλ‹€"κ³  λ§λΆ™μ˜€λ‹€. 이 λŒ€ν‘œλŠ” "(ν…ŒμŠ¬λΌ λ“±) 고객사λ₯Ό 확보λ₯Ό ν–ˆκΈ° λ•Œλ¬Έμ— 곡μž₯을 지어도 λ˜κ² λ‹€λŠ” 의미둜 λ³Έλ‹€"λ©° "μ‚Όμ„±μ „μžμ™€ ν˜‘λ ₯ν–ˆλ˜ 업체듀 λŒ€λΆ€λΆ„ μˆ˜ν˜œκ°€ 될 것"이라고 μ§„λ‹¨ν–ˆλ‹€. 이 λŒ€ν‘œλŠ” "ν•œμ–‘μ΄μ—”μ§€μ™€ μ‹ μ„±μ΄μ—”μ§€λŠ” μž₯λΉ„ 수주λ₯Ό 이미 λ°›μ•„ μž₯λΉ„κ°€ λ“€μ–΄κ°€κ³  μžˆλŠ” μƒνƒœ"라며 "곡정 μžλ™ν™” μž₯λΉ„λŠ” μ—μŠ€μ—ν”„μ—μ΄, λ‘œμ²΄μ‹œμŠ€ν…œμ¦ˆκ°€ κ°€μž₯ 유λ ₯ν•˜λ‹€"κ³  μ„€λͺ…ν–ˆλ‹€. 이 λŒ€ν‘œλŠ” 또 "증착 μž₯λΉ„ κ²½μš°μ—

ν•œλ―Έλ°˜λ„μ²΄κ°€ HBM(κ³ λŒ€μ—­ν­λ©”λͺ¨λ¦¬) νŒ¨ν‚€μ§• 핡심 μž₯λΉ„ μ‹œμž₯μ—μ„œ ν•΄μ™Έ 고객 비쀑을 ν™•λŒ€ν•˜λ©° μ„±μž₯μ„Έλ₯Ό 이어간닀. TC 본더 μ‹œμž₯ 점유율 1μœ„ κΈ°μ—…μ˜ 자리λ₯Ό μ§€ν‚€λŠ” 것을 λ„˜μ–΄, μ°¨μ„ΈλŒ€ ν•˜μ΄λΈŒλ¦¬λ“œ 본더 λΆ„μ•Όμ—μ„œλ„ 기술 μš°μœ„λ₯Ό ν™•λ³΄ν•˜κ² λ‹€λŠ” κ°μ˜€λ‹€.κΉ€μ •μ˜ ν•œλ―Έλ°˜λ„μ²΄ μ΅œκ³ μž¬λ¬΄μ±…μž„μž(CFO, 뢀사μž₯)λŠ” 30일 μ„œμšΈ μ˜λ“±ν¬κ΅¬ μ—¬μ˜λ„ ν¬μŠ€νŠΈνƒ€μ›Œμ—μ„œ μ—΄λ¦° 2025λ…„ 2λΆ„κΈ° 싀적 μ„€λͺ…νšŒμ—μ„œ "2λΆ„κΈ° 맀좜의 50%κ°€ ν•΄μ™Έμ—μ„œ λ°œμƒν–ˆκ³  TC 본더가 전체 맀좜의 78%..

κ³ λŒ€μ—­ν­λ©”λͺ¨λ¦¬(HBM) TC 본더 κΈ€λ‘œλ²Œ 1μœ„μΈ ν•œλ―Έλ°˜λ„μ²΄κ°€ ν•˜μ΄λΈŒλ¦¬λ“œ λ³Έλ”© κΈ°μˆ μ— 1000얡원을 νˆ¬μžν•œλ‹€κ³  25일 λ°ν˜”λ‹€. 곽동신 ν•œλ―Έλ°˜λ„μ²΄ 회μž₯이 μ§€λ‚œ 15일 β€œλ‹ΉλΆ„κ°„ ν•˜μ΄λΈŒλ¦¬λ“œ 본더 생산 κ³„νšμ΄ 없닀”고 밝힌 μ§€ 10일 λ§Œμ— λ‚˜μ˜¨ 투자 결정이닀. ν•œλ―Έλ°˜λ„μ²΄λŠ” 2027λ…„ 말에 ν•˜μ΄λΈŒλ¦¬λ“œ 본더 μž₯λΉ„λ₯Ό μΆœμ‹œν•  μ˜ˆμ •μ΄λ‹€. ν•œλ―Έλ°˜λ„μ²΄λŠ” 인천 μ„œκ΅¬ μ£Όμ•ˆκ΅­κ°€μ‚°

ν•œλ―Έλ°˜λ„μ²΄ ν•˜μ΄λΈŒλ¦¬λ“œ 본더 νŒ©ν† λ¦¬ 쑰감도. μ‚¬μ§„μ œκ³΅=ν•œλ―Έλ°˜λ„μ²΄ν•œλ―Έλ°˜λ„μ²΄(042700)λŠ” ν•˜μ΄λΈŒλ¦¬λ“œ λ³Έλ”© κΈ°μˆ μ— 1000μ–΅ 원을 νˆ¬μžν•œλ‹€κ³  25일 λ°ν˜”λ‹€. 이λ₯Ό 톡해 2027λ…„ 말 ν•˜μ΄λΈŒλ¦¬λ“œ 본더 μž₯λΉ„λ₯Ό μΆœμ‹œν•  κ³„νšμ΄λ‹€. ν•œλ―Έλ°˜λ„μ²΄λŠ” λ‚΄λ…„ ν•˜λ°˜κΈ° 완곡을 λͺ©ν‘œλ‘œ 인천 μ„œκ΅¬

ν…ŒμŠ€ 맀좜 정보

λ‚ μ§œ λ§€μΆœμ•‘ λ§€μΆœμ•‘ μ¦κ°€μœ¨ μ˜μ—…μ΄μ΅ μ˜μ—…μ΄μ΅ μ¦κ°€μœ¨ 순이읡 순이읡 μ¦κ°€μœ¨
2024.4Q 240,077,826,420 63.39% 38,473,734,786 756.34% 42,653,657,309 2623.77%
2023.4Q 146,938,072,263 -58.95% -5,861,866,998 -110.49% 1,565,979,353 -96.65%
2022.4Q 357,991,680,000 -4.58% 55,898,657,000 -10.11% 46,766,674,000 -36.79%
2021.4Q 375,194,320,000 52.54% 62,184,554,000 96.29% 73,988,020,000 146.47%

μˆœλ§€μˆ˜λŸ‰

개인: 4,360

κΈ°κ΄€: -60,487

외인: 55,852

λˆ„μ  μˆœλ§€μˆ˜λŸ‰

개인: -967,595

κΈ°κ΄€: 167,006

외인: 842,717

순맀수

λ‚ μ§œ 개인 κΈ°κ΄€ 외인
2025-08-14 4,360 -60,487 55,852
2025-08-13 -40,477 61,211 -20,734
2025-08-12 -129,232 76,491 52,160
2025-08-11 -17,648 24,484 -8,017
2025-08-08 -73,937 -6,442 79,982
2025-08-07 25,566 -52,772 26,942
2025-08-06 -3,868 -36,374 40,108
2025-08-05 33,926 -122,458 88,187
2025-08-04 -9,808 -57,605 68,081
2025-08-01 8,477 -22,604 10,806
2025-07-31 24,002 -37,763 16,719
2025-07-30 -109,341 87,728 22,257
2025-07-29 -15,970 -4,085 19,524
2025-07-28 -20,755 64,054 -44,759
2025-07-25 -2,057 -31,088 33,180
2025-07-24 18,788 -42,716 21,617
2025-07-23 19,420 -64,281 42,274
2025-07-22 47,286 -86,456 38,014
2025-07-21 -6,231 16,955 -12,178
2025-07-18 2,630 1,195 -3,825
2025-07-17 22,116 -670 -22,713

λˆ„μ  순맀수

λ‚ μ§œ 개인 κΈ°κ΄€ 외인
2025-08-14 -222,753 -293,683 503,477
2025-08-13 -227,113 -233,196 447,625
2025-08-12 -186,636 -294,407 468,359
2025-08-11 -57,404 -370,898 416,199
2025-08-08 -39,756 -395,382 424,216
2025-08-07 34,181 -388,940 344,234
2025-08-06 8,615 -336,168 317,292
2025-08-05 12,483 -299,794 277,184
2025-08-04 -21,443 -177,336 188,997
2025-08-01 -11,635 -119,731 120,916
2025-07-31 -20,112 -97,127 110,110
2025-07-30 -44,114 -59,364 93,391
2025-07-29 65,227 -147,092 71,134
2025-07-28 81,197 -143,007 51,610
2025-07-25 101,952 -207,061 96,369
2025-07-24 104,009 -175,973 63,189
2025-07-23 85,221 -133,257 41,572
2025-07-22 65,801 -68,976 -702
2025-07-21 18,515 17,480 -38,716
2025-07-18 24,746 525 -26,538
2025-07-17 22,116 -670 -22,713

ν…ŒμŠ€ μžμ‚° λΉ„μœ¨

μžμ‚°μ΄κ³„ λΆ€μ±„λΉ„μœ¨ μžλ³ΈλΉ„μœ¨
391,772,528,118 14.09% 85.91%

ν…ŒμŠ€ 맀좜 ꡬ성

ꡬ성 μš”μ†Œ λΉ„μœ¨
λ°˜λ„μ²΄λ°λ””μŠ€ν”Œλ ˆμ΄, UVCLEDμž₯λΉ„λ“± [μ œν’ˆ(μž₯λΉ„)] 74.3%
partsλ“±, μœ μ§€λ³΄μˆ˜λ₯Όμœ„ν•œλΆ€ν’ˆ, μ„œλΉ„μŠ€λ“± [μ œν’ˆμ™Έ(기타)] 25.7%

ν…ŒμŠ€ 곡맀도 ν˜„ν™©

졜근 곡맀도 κ±°λž˜λŸ‰: 11,477 (1.56%)

졜근 곡맀도 μž”κ³ : 47,259 (0.24%)

곡맀도 κ±°λž˜λŸ‰

λ‚ μ§œ μ’…κ°€ κ³΅λ§€λ„λŸ‰ 곡맀도비쀑
2025-08-14 27,550 11,477 1.56%
2025-08-13 27,750 21,747 3.72%
2025-08-12 26,500 8,321 1.83%
2025-08-11 25,600 10,421 9.94%
2025-08-08 25,250 2,668 0.96%
2025-08-07 24,250 1,554 1.21%
2025-08-06 24,150 1,542 1.00%
2025-08-05 23,900 2,665 0.76%
2025-08-04 24,300 2,015 1.06%
2025-08-01 24,850 5,085 3.75%
2025-07-31 26,050 6,183 4.77%
2025-07-30 26,550 13,004 4.20%
2025-07-29 25,450 5,894 5.14%
2025-07-28 26,100 22,014 2.76%
2025-07-25 24,900 1,243 1.88%
2025-07-24 24,900 3,531 2.48%
2025-07-23 25,250 8,374 2.30%
2025-07-22 25,250 5,798 2.37%
2025-07-21 26,800 4,506 4.71%
2025-07-18 26,450 5,282 5.36%
2025-07-17 26,950 10,258 4.75%

곡맀도 μž”κ³ 

λ‚ μ§œ μ’…κ°€ 곡맀도 μž”κ³  곡맀도 비쀑
2025-08-12 26,500 47,259 0.24%
2025-08-11 25,600 48,302 0.24%
2025-08-08 25,250 48,314 0.24%
2025-08-07 24,250 47,691 0.24%
2025-08-06 24,150 47,105 0.24%
2025-08-05 23,900 47,417 0.24%
2025-08-04 24,300 47,068 0.24%
2025-08-01 24,850 53,100 0.27%
2025-07-31 26,050 53,440 0.27%
2025-07-30 26,550 56,820 0.29%
2025-07-29 25,450 64,390 0.33%
2025-07-28 26,100 65,838 0.33%
2025-07-25 24,900 44,681 0.23%
2025-07-24 24,900 44,606 0.23%
2025-07-23 25,250 44,882 0.23%
2025-07-22 25,250 44,588 0.23%
2025-07-21 26,800 56,975 0.29%
2025-07-18 26,450 49,263 0.25%
2025-07-17 26,950 46,264 0.23%
2025-07-16 27,800 48,186 0.24%
2025-07-15 26,600 49,057 0.25%

ν…ŒμŠ€ μ—…μ’… λ‚΄ 비ꡐ

λ°˜λ„μ²΄/λ°˜λ„μ²΄μž₯λΉ„ μ—…μ’…(153개) μ—°κ°„ κΈ°μ€€

ν•­λͺ© ν…ŒμŠ€ μ—…μ’… 평균 μ—…μ’… λ‚΄ μˆœμœ„
μ‹œκ°€μ΄μ•‘ 5,485.683 45,186.38 27μœ„
PER(졜근4λΆ„κΈ°) 10.628 15.9 71μœ„
PBR 1.446 10.65 78μœ„
ROE(졜근4λΆ„κΈ°) 13.553 -3.62 26μœ„
λ°°λ‹Ήμˆ˜μ΅λ₯ (μ΅œκ·Όμ—°λ„) 2.162 1.35 12μœ„
μ˜μ—…μ΄μ΅λ₯ (μ΅œκ·Όμ—°λ„) 16.026 -6.91 23μœ„
순이읡λ₯ (μ΅œκ·Όμ—°λ„) 17.767 -14.75 20μœ„
λΆ€μ±„λΉ„μœ¨(μ΅œκ·Όμ—°λ„) 15.323 74.14 131μœ„
λ§€μΆœμ•‘(μ΅œκ·Όμ—°λ„) 2,400.778 26,011.73 42μœ„
μ˜μ—…μ΄μ΅(μ΅œκ·Όμ—°λ„) 384.737 3,832.01 28μœ„
λ‹ΉκΈ°μˆœμ΄μ΅(μ΅œκ·Όμ—°λ„) 426.537 3,643.72 26μœ„