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°€ 7,670 원
λ³€λ™λŸ‰ β–² 120 원
변동λ₯  +1.59%
κΈ°μ€€ μ‹œκ°
거래 ꡬ뢄 μ •κ·œμž₯
μ‹œμž₯ KOSPI
κ±°λž˜μ†Œ KRX
μ‹œκ°€ 7,550 원
κ³ κ°€ 7,800 원
μ €κ°€ 7,550 원
52μ£Ό λ²”μœ„ 6,410 원 ~ 16,720 원
κ±°λž˜λŸ‰ 194,893
κ±°λž˜λŒ€κΈˆ 1,497,810,025 원
μ‹œκ°€μ΄μ•‘ 2,674얡원
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
2026.09.17 7,520 7,590 7,460 7,550 69,208 521,280,850
2026.09.18 7,600 7,700 7,530 7,660 87,279 667,928,690
2026.09.21 7,660 7,660 7,490 7,580 78,763 595,841,135
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

νšŒμ‚¬ 정보

κΈ°μ—…μˆœμœ„ μ£Όμ‹μˆ˜ 외ꡭ인 비쀑 μ‚°μ—…κ΅° μ„ΈλΆ€ μ‚°μ—…κ΅°
KOSPI 432μœ„ 34,920,410 1.14% 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: 6,045

κΈ°κ΄€: -10,544

외인: 4,499

λˆ„μ  μˆœλ§€μˆ˜λŸ‰

개인: 267,597

κΈ°κ΄€: -66,830

외인: -198,877

순맀수

λ‚ μ§œ 개인 κΈ°κ΄€ 외인
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
2026-09-04 -45,186 -26 45,212
2026-09-03 23,590 -24,125 448
2026-09-02 44,701 229 -46,190

λˆ„μ  순맀수

λ‚ μ§œ 개인 κΈ°κ΄€ 외인
2026-10-02 88,406 -60,114 -29,191
2026-10-01 82,361 -49,570 -33,690
2026-09-30 111,503 -49,531 -62,690
2026-09-29 103,148 -54,938 -48,928
2026-09-28 85,416 -54,962 -31,162
2026-09-23 121,184 -55,097 -67,070
2026-09-22 71,675 -25,528 -46,080
2026-09-21 38,858 -25,394 -13,397
2026-09-18 48,921 -25,105 -23,750
2026-09-17 59,761 -25,019 -34,676
2026-09-16 63,300 -24,900 -38,334
2026-09-15 67,875 -25,477 -42,332
2026-09-14 72,327 -26,299 -48,665
2026-09-11 56,504 -26,336 -31,446
2026-09-10 36,650 -27,922 -10,065
2026-09-09 46,596 -28,835 -19,098
2026-09-08 65,099 -29,090 -37,346
2026-09-07 28,064 -24,481 -4,930
2026-09-04 23,105 -23,922 -530
2026-09-03 68,291 -23,896 -45,742
2026-09-02 44,701 229 -46,190

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‰: 3,590 (1.84%)

졜근 곡맀도 μž”κ³ : 772,916 (2.21%)

곡맀도 κ±°λž˜λŸ‰

λ‚ μ§œ μ’…κ°€ κ³΅λ§€λ„λŸ‰ 곡맀도비쀑
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%
2026-09-04 7,750 6,315 2.64%
2026-09-03 7,590 15,532 7.63%
2026-09-02 7,650 22,155 12.66%

곡맀도 μž”κ³ 

λ‚ μ§œ μ’…κ°€ 곡맀도 μž”κ³  곡맀도 비쀑
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%
2026-09-02 7,650 752,378 2.15%
2026-09-01 7,940 730,158 2.09%
2026-08-31 8,020 719,724 2.06%

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 5,338.2 24μœ„
PER(졜근4λΆ„κΈ°) 3.628 -34.33 64μœ„
PBR 0.434 0.72 55μœ„
ROE(졜근4λΆ„κΈ°) 12.253 0.17 27μœ„
λ°°λ‹Ήμˆ˜μ΅λ₯ (μ΅œκ·Όμ—°λ„) 2.252 3.32 48μœ„
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„