[연습]종베 단타 126720 수산인더스티리

수산인더스트리는 발전 플랜트 종합정비 솔루션을 제공하는 기업으로, 주로 원자력, 화력, 신재생에너지 발전소의 정비 사업을 영위하고 있습니다.

 

 

일봉상 전고점 돌파 가능성의 기대감. 

트렌드 원전, 소형 SMR  

구름대 와 240일선의 강력한 돌파 

 

 

3분상 구름대 아래 있지만..일단...믿어보자. ㅋ

 

## 사업 개요

### 주요 사업 분야
- 원자력 발전소 정비: 전체 매출의 약 50%를 차지하는 주력 사업[1][4]
- 화력 발전소 정비: 매출의 약 30-35% 비중[4]
- 신재생에너지 발전소 정비: 매출의 약 8-10% 차지[4]

### 시장 지위
- 민간 원전 정비업체 중 시장점유율 1위[7]
- 원자력 발전소 주설비(원자로, 터빈) 정비가 가능한 유일한 민간 기업[20]

## 재무 현황

### 2024년 3분기 실적
- 매출액: 2,386억 원 (전년 동기 대비 1.1% 감소)
- 영업이익: 317억 원 (전년 동기 대비 15% 감소)
- 당기순이익: 304억 원 (전년 동기 대비 18.1% 감소)[11]

### 2023년 연간 실적
- 매출액: 3,247억 원 (전년 대비 7% 증가)
- 영업이익: 502억 원 (전년 대비 0.8% 감소)
- 당기순이익: 486억 원 (전년 대비 16% 증가)[1][4]

## 최근 주요 동향

1. 사용후 핵연료 처리 시장 진출
   - 한국수력원자력과 40억 원 규모의 월성 1호기 사용후 핵연료 운반·저장, 취급 설비 정비 용역 계약 체결[8]

2. 원전 사업 확대
   - 신한울 3,4호기 기자재 품질검사 용역, 월성1호기 사용후 핵연료 관련 용역 등 신규 수주로 사업 다각화[21]

3. 해외 진출 추진
   - UAE 바라카 원전 1·2호기 계획예방정비 수주 등 해외 원전 정비 레퍼런스 확보[26]

4. 소형모듈원전(SMR) 사업 참여
   - 자회사 수산이앤에스를 통해 혁신형 소형모듈형원자로(i-SMR) 기술개발사업 참여[21]

## 향후 전망

- 정부의 원자력 산업 확대 정책에 따른 수혜 예상[11]
- 원전 전주기를 아우르는 솔루션 제공을 위한 사업 다각화 추진[8]
- 해외 원전 정비 시장 진출 확대 기대[26]

수산인더스트리는 원자력 발전 정비 분야의 선도 기업으로서, 정부의 원전 정책 변화와 해외 시장 진출을 통해 지속적인 성장을 모색하고 있습니다. 다만, 최근 실적 정체와 공모 자금 활용 지연 등의 과제도 안고 있어 이에 대한 해결책 마련이 필요한 상황입니다.

Citations:
[1] https://markets.hankyung.com/stock/126720/financial-summary
[2] https://ssl.pstatic.net/imgstock/upload/research/company/1698361971226.pdf
[3] http://www.dailyinvest.kr/news/articleView.html?idxno=62335
[4] https://www.hankyung.com/article/202408143687i
[5] https://www.valueline.co.kr/finance/balancesheet/126720
[6] https://www.samsungpop.com/common.do?cmd=down&saveKey=research.pdf&fileName=2010%2F2022121210555270K_02_02.pdf&contentType=application%2Fpdf
[7] https://alphasquare.co.kr/home/stock-issue?code=126720&type=news
[8] https://www.newsis.com/view/NISX20240322_0002670736
[9] https://www.iprovest.com/upload/research/report/cominf/20241107/20241107_126720_20080035_163.pdf
[10] https://comp.wisereport.co.kr/company/c1020001.aspx?cmp_cd=126720
[11] https://comp.fnguide.com/SVO2/ASP/SVD_Main.asp?pGB=1&gicode=A126720&MenuYn=Y&ReportGB=B&NewMenuID=Y&stkGb=701
[12] https://comp.wisereport.co.kr/company/c1010001.aspx?cmp_cd=126720
[13] https://www.catch.co.kr/Comp/CompInfo/142115
[14] https://www.38.co.kr/html/forum/board/?code=126720
[15] https://comp.fnguide.com/SVO2/ASP/SVD_Finance.asp?pGB=1&gicode=A126720&MenuYn=Y&NewMenuID=103&stkGb=701
[16] https://kind.krx.co.kr/common/disclsviewer.do?method=search&acptno=20240320000954&rcpno=20240320000834&orgid=F&tran=Y&langTpCd=0
[17] https://comp.wisereport.co.kr/company/c1030001.aspx?cmp_cd=126720
[18] https://stock.pstatic.net/stock-research/company/74/20240814_company_953861000.pdf
[19] https://www.catch.co.kr/Comp/CompSummary/142115
[20] https://m.irgo.co.kr/IPO%EC%9E%90%EB%A3%8C/48828/TB/%EC%88%98%EC%82%B0%EC%9D%B8%EB%8D%94%EC%8A%A4%ED%8A%B8%EB%A6%AC-IPO-%EC%88%98%EC%82%B0%EC%9D%B8%EB%8D%94%EC%8A%A4%ED%8A%B8%EB%A6%AC-%EA%B8%B0%EC%97%85%EA%B0%9C%EC%9A%94
[21] http://www.ftoday.co.kr/news/articleView.html?idxno=327113
[22] https://dealsite.co.kr/articles/129428
[23] https://www.tfmedia.co.kr/news/article.html?no=177160
[24] http://www.dailyinvest.kr/news/articleView.html?idxno=61378
[25] https://m.thinkpool.com/item/126720
[26] https://www.news1.kr/industry/sb-founded/5612738
[27] https://finance.finup.co.kr/Stock/126720
[28] https://www.teamblind.com/kr/company/%EC%88%98%EC%82%B0%EC%9D%B8%EB%8D%94%EC%8A%A4%ED%8A%B8%EB%A6%AC/news?page=2