삼성전기, 코스피 반등의 AI 부품주: 이익률 18.4%·8,793억 수주와 급등 뒤 조정
삼성전기의 반등을 설명하는 핵심은 AI 서버용 MLCC·패키지기판 확대와 이익률 개선입니다. 다만 8,793억원 공급계약은 급등 뒤 공개됐고, 최신 종가는 다시 하락했습니다. 실적의 성장과 주가의 기대를 나눠 확인합니다.
처음 게시 2026.10.31 05:30 KST · 글 수정 2026.10.31 05:30 KST분석이 있는 종목만 표시합니다. 등락률은 직전 거래일의 수정 전 종가 대비입니다. 장중 현재가와 구분해 보세요.
기준일은 종목별 링크에서도 확인할 수 있습니다. 서버의 확정 자료를 5분마다 확인합니다.
마우스·터치 또는 ← →로 봉의 가격과 거래량을 확인하세요. 양봉 · 음봉
수정 전 일봉 · 15:30 KST 기준. 주식 분할·배당 등 기업행사로 가격 단절이 생길 수 있습니다. 거래량은 아래에 0부터 표시하며, 봉 간격은 실제 관측 순서입니다.
| 기준시각 (KST) | 시가 | 고가 | 저가 | 종가 | 거래량 |
|---|---|---|---|---|---|
| 2026.04.20 15:30 | 691,000 | 698,000 | 669,000 | 680,000 | 605,335 |
| 2026.04.21 15:30 | 687,000 | 779,000 | 686,000 | 772,000 | 1,092,504 |
| 2026.04.22 15:30 | 798,000 | 816,000 | 776,000 | 812,000 | 971,103 |
| 2026.04.23 15:30 | 796,000 | 796,000 | 753,000 | 774,000 | 1,114,182 |
| 2026.04.24 15:30 | 782,000 | 789,000 | 767,000 | 788,000 | 548,023 |
| 2026.04.27 15:30 | 792,000 | 796,000 | 771,000 | 794,000 | 528,597 |
| 2026.04.28 15:30 | 811,000 | 845,000 | 802,000 | 839,000 | 672,656 |
| 2026.04.29 15:30 | 818,000 | 834,000 | 808,000 | 827,000 | 538,558 |
| 2026.04.30 15:30 | 829,000 | 877,000 | 818,000 | 832,000 | 906,217 |
| 2026.05.04 15:30 | 859,000 | 925,000 | 855,000 | 918,000 | 866,674 |
| 2026.05.06 15:30 | 971,000 | 971,000 | 898,500 | 912,000 | 1,216,412 |
| 2026.05.07 15:30 | 926,000 | 934,000 | 880,000 | 917,000 | 689,914 |
| 2026.05.08 15:30 | 906,000 | 920,000 | 893,000 | 914,000 | 523,357 |
| 2026.05.11 15:30 | 896,000 | 908,000 | 858,000 | 900,000 | 949,645 |
| 2026.05.12 15:30 | 912,000 | 995,000 | 899,000 | 958,000 | 2,172,764 |
| 2026.05.13 15:30 | 923,000 | 1,060,000 | 921,000 | 1,029,000 | 1,134,999 |
| 2026.05.14 15:30 | 1,024,000 | 1,060,000 | 1,000,000 | 1,024,000 | 672,079 |
| 2026.05.15 15:30 | 1,061,000 | 1,133,000 | 980,000 | 1,010,000 | 1,329,154 |
| 2026.05.18 15:30 | 990,000 | 1,084,000 | 926,000 | 1,031,000 | 1,141,621 |
| 2026.05.19 15:30 | 1,031,000 | 1,040,000 | 957,000 | 987,000 | 882,288 |
| 2026.05.20 15:30 | 968,000 | 1,106,000 | 924,000 | 1,061,000 | 1,908,859 |
| 2026.05.21 15:30 | 1,135,000 | 1,219,000 | 1,120,000 | 1,204,000 | 1,364,487 |
| 2026.05.22 15:30 | 1,240,000 | 1,363,000 | 1,204,000 | 1,340,000 | 1,366,361 |
| 2026.05.26 15:30 | 1,466,000 | 1,610,000 | 1,447,000 | 1,572,000 | 1,728,808 |
| 2026.05.27 15:30 | 1,722,000 | 1,734,000 | 1,580,000 | 1,630,000 | 1,862,646 |
| 2026.05.28 15:30 | 1,589,000 | 1,880,000 | 1,554,000 | 1,849,000 | 2,497,729 |
| 2026.05.29 15:30 | 1,945,000 | 2,192,000 | 1,912,000 | 2,127,000 | 2,960,769 |
| 2026.06.01 15:30 | 2,021,000 | 2,086,000 | 1,989,000 | 2,005,000 | 1,639,739 |
| 2026.06.02 15:30 | 1,839,000 | 1,886,000 | 1,659,000 | 1,813,000 | 1,954,960 |
| 2026.06.04 15:30 | 1,790,000 | 1,844,000 | 1,707,000 | 1,716,000 | 1,435,204 |
| 2026.06.05 15:30 | 1,621,000 | 1,845,000 | 1,615,000 | 1,757,000 | 1,612,482 |
| 2026.06.08 15:30 | 1,556,000 | 1,742,000 | 1,552,000 | 1,664,000 | 1,261,953 |
| 2026.06.09 15:30 | 1,762,000 | 1,972,000 | 1,719,000 | 1,970,000 | 1,650,596 |
| 2026.06.10 15:30 | 1,914,000 | 1,945,000 | 1,746,000 | 1,805,000 | 1,295,394 |
| 2026.06.11 15:30 | 1,725,000 | 1,844,000 | 1,691,000 | 1,805,000 | 1,142,539 |
| 2026.06.12 15:30 | 1,965,000 | 1,991,000 | 1,694,000 | 1,714,000 | 1,940,690 |
| 2026.06.15 15:30 | 1,840,000 | 1,999,000 | 1,835,000 | 1,999,000 | 1,497,461 |
| 2026.06.16 15:30 | 2,042,000 | 2,071,000 | 1,970,000 | 2,048,000 | 1,084,769 |
| 2026.06.17 15:30 | 1,987,000 | 2,065,000 | 1,972,000 | 2,032,000 | 590,565 |
| 2026.06.18 15:30 | 2,013,000 | 2,277,000 | 2,007,000 | 2,200,000 | 1,621,006 |
| 2026.06.19 15:30 | 2,280,000 | 2,417,000 | 2,169,000 | 2,270,000 | 1,728,303 |
| 2026.06.22 15:30 | 2,215,000 | 2,320,000 | 2,185,000 | 2,228,000 | 864,651 |
| 2026.06.23 15:30 | 2,219,000 | 2,219,000 | 1,974,000 | 1,990,000 | 1,212,394 |
| 2026.06.24 15:30 | 1,980,000 | 2,090,000 | 1,901,000 | 1,964,000 | 1,093,489 |
| 2026.06.25 15:30 | 2,075,000 | 2,092,000 | 1,965,000 | 1,997,000 | 835,786 |
| 2026.06.26 15:30 | 2,000,000 | 2,149,000 | 1,910,000 | 1,993,000 | 1,305,633 |
| 2026.06.29 15:30 | 2,059,000 | 2,129,000 | 1,984,000 | 2,038,000 | 794,289 |
| 2026.06.30 15:30 | 2,075,000 | 2,237,000 | 2,056,000 | 2,184,000 | 1,322,616 |
| 2026.07.01 15:30 | 2,250,000 | 2,292,000 | 2,129,000 | 2,205,000 | 989,538 |
| 2026.07.02 15:30 | 2,081,000 | 2,086,000 | 1,904,000 | 1,926,000 | 917,276 |
| 2026.07.03 15:30 | 1,896,000 | 1,989,000 | 1,734,000 | 1,989,000 | 1,180,205 |
| 2026.07.06 15:30 | 1,989,000 | 1,997,000 | 1,778,000 | 1,828,000 | 820,561 |
| 2026.07.07 15:30 | 1,791,000 | 1,852,000 | 1,602,000 | 1,648,000 | 1,107,652 |
| 2026.07.08 15:30 | 1,544,000 | 1,673,000 | 1,462,000 | 1,479,000 | 1,209,425 |
| 2026.07.09 15:30 | 1,552,000 | 1,586,000 | 1,418,000 | 1,493,000 | 981,955 |
| 2026.07.10 15:30 | 1,599,000 | 1,638,000 | 1,531,000 | 1,584,000 | 875,317 |
| 2026.07.13 15:30 | 1,564,000 | 1,564,000 | 1,261,000 | 1,289,000 | 1,321,694 |
| 2026.07.14 15:30 | 1,270,000 | 1,330,000 | 1,163,000 | 1,260,000 | 1,471,004 |
| 2026.07.15 15:30 | 1,353,000 | 1,446,000 | 1,342,000 | 1,413,000 | 942,313 |
| 2026.07.16 15:30 | 1,316,000 | 1,326,000 | 1,257,000 | 1,277,000 | 635,308 |
| 2026.07.20 15:30 | 1,206,000 | 1,362,000 | 1,203,000 | 1,275,000 | 965,749 |
| 2026.07.21 15:30 | 1,286,000 | 1,328,000 | 1,236,000 | 1,310,000 | 649,462 |
| 2026.07.22 15:30 | 1,420,000 | 1,479,000 | 1,340,000 | 1,345,000 | 808,253 |
| 2026.07.23 15:30 | 1,412,000 | 1,475,000 | 1,380,000 | 1,448,000 | 663,151 |
| 2026.07.24 15:30 | 1,450,000 | 1,450,000 | 1,318,000 | 1,326,000 | 565,681 |
| 2026.07.27 15:30 | 1,399,000 | 1,399,000 | 1,272,000 | 1,325,000 | 611,650 |
| 2026.07.28 15:30 | 1,211,000 | 1,226,000 | 1,085,000 | 1,114,000 | 1,198,287 |
| 2026.07.29 15:30 | 1,146,000 | 1,167,000 | 926,000 | 1,029,000 | 1,436,271 |
| 2026.07.30 15:30 | 1,005,000 | 1,075,000 | 865,000 | 879,000 | 1,400,040 |
| 2026.07.31 15:30 | 1,128,000 | 1,142,000 | 1,024,000 | 1,142,000 | 613,210 |
| 2026.08.03 15:30 | 1,221,000 | 1,260,000 | 1,155,000 | 1,181,000 | 1,107,138 |
| 2026.08.04 15:30 | 1,278,000 | 1,279,000 | 1,112,000 | 1,185,000 | 982,295 |
| 2026.08.05 15:30 | 1,351,000 | 1,370,000 | 1,290,000 | 1,356,000 | 1,023,094 |
| 2026.08.06 15:30 | 1,313,000 | 1,320,000 | 1,202,000 | 1,229,000 | 971,901 |
| 2026.08.07 15:30 | 1,259,000 | 1,304,000 | 1,233,000 | 1,278,000 | 894,867 |
| 2026.08.10 15:30 | 1,315,000 | 1,357,000 | 1,258,000 | 1,271,000 | 420,458 |
| 2026.08.11 15:30 | 1,238,000 | 1,297,000 | 1,191,000 | 1,262,000 | 724,733 |
| 2026.08.12 15:30 | 1,288,000 | 1,350,000 | 1,275,000 | 1,335,000 | 701,750 |
| 2026.08.13 15:30 | 1,432,000 | 1,548,000 | 1,412,000 | 1,503,000 | 1,157,518 |
| 2026.08.14 15:30 | 1,593,000 | 1,600,000 | 1,511,000 | 1,558,000 | 968,103 |
| 2026.08.18 15:30 | 1,574,000 | 1,595,000 | 1,422,000 | 1,440,000 | 1,080,935 |
| 2026.08.19 15:30 | 1,357,000 | 1,431,000 | 1,350,000 | 1,387,000 | 739,938 |
| 2026.08.20 15:30 | 1,401,000 | 1,421,000 | 1,335,000 | 1,396,000 | 766,198 |
| 2026.08.21 15:30 | 1,345,000 | 1,348,000 | 1,306,000 | 1,316,000 | 702,691 |
| 2026.08.24 15:30 | 1,316,000 | 1,343,000 | 1,292,000 | 1,318,000 | 501,168 |
| 2026.08.25 15:30 | 1,272,000 | 1,362,000 | 1,222,000 | 1,362,000 | 574,386 |
| 2026.08.26 15:30 | 1,342,000 | 1,357,000 | 1,303,000 | 1,330,000 | 489,014 |
| 2026.08.27 15:30 | 1,391,000 | 1,398,000 | 1,336,000 | 1,385,000 | 696,537 |
| 2026.08.28 15:30 | 1,398,000 | 1,460,000 | 1,393,000 | 1,421,000 | 800,641 |
| 2026.08.31 15:30 | 1,370,000 | 1,461,000 | 1,331,000 | 1,458,000 | 890,759 |
| 2026.09.01 15:30 | 1,440,000 | 1,475,000 | 1,408,000 | 1,430,000 | 595,818 |
| 2026.09.02 15:30 | 1,381,000 | 1,438,000 | 1,369,000 | 1,400,000 | 474,646 |
| 2026.09.03 15:30 | 1,432,000 | 1,449,000 | 1,312,000 | 1,348,000 | 615,807 |
| 2026.09.04 15:30 | 1,367,000 | 1,418,000 | 1,351,000 | 1,401,000 | 622,762 |
| 2026.09.07 15:30 | 1,450,000 | 1,464,000 | 1,410,000 | 1,454,000 | 548,317 |
| 2026.09.08 15:30 | 1,456,000 | 1,464,000 | 1,369,000 | 1,370,000 | 681,519 |
| 2026.09.09 15:30 | 1,395,000 | 1,428,000 | 1,389,000 | 1,404,000 | 426,173 |
| 2026.09.10 15:30 | 1,390,000 | 1,403,000 | 1,348,000 | 1,400,000 | 551,943 |
| 2026.09.11 15:30 | 1,360,000 | 1,427,000 | 1,356,000 | 1,400,000 | 619,225 |
| 2026.09.14 15:30 | 1,355,000 | 1,360,000 | 1,318,000 | 1,337,000 | 477,611 |
| 2026.09.15 15:30 | 1,311,000 | 1,354,000 | 1,307,000 | 1,317,000 | 313,138 |
| 2026.09.16 15:30 | 1,310,000 | 1,383,000 | 1,305,000 | 1,381,000 | 431,285 |
| 2026.09.17 15:30 | 1,388,000 | 1,410,000 | 1,330,000 | 1,330,000 | 429,168 |
| 2026.09.18 15:30 | 1,394,000 | 1,409,000 | 1,388,000 | 1,388,000 | 877,450 |
| 2026.09.21 15:30 | 1,432,000 | 1,443,000 | 1,396,000 | 1,429,000 | 589,885 |
| 2026.09.22 15:30 | 1,491,000 | 1,548,000 | 1,464,000 | 1,486,000 | 908,255 |
| 2026.09.23 15:30 | 1,543,000 | 1,544,000 | 1,472,000 | 1,507,000 | 496,091 |
| 2026.09.28 15:30 | 1,552,000 | 1,587,000 | 1,475,000 | 1,499,000 | 659,946 |
| 2026.09.29 15:30 | 1,525,000 | 1,560,000 | 1,493,000 | 1,528,000 | 585,326 |
| 2026.09.30 15:30 | 1,560,000 | 1,579,000 | 1,508,000 | 1,513,000 | 505,098 |
| 2026.10.01 15:30 | 1,495,000 | 1,563,000 | 1,462,000 | 1,561,000 | 639,371 |
| 2026.10.02 15:30 | 1,545,000 | 1,582,000 | 1,532,000 | 1,581,000 | 497,800 |
| 2026.10.06 15:30 | 1,628,000 | 1,685,000 | 1,616,000 | 1,675,000 | 784,457 |
| 2026.10.07 15:30 | 1,675,000 | 1,699,000 | 1,601,000 | 1,604,000 | 597,877 |
| 2026.10.08 15:30 | 1,612,000 | 1,620,000 | 1,546,000 | 1,546,000 | 554,370 |
| 2026.10.12 15:30 | 1,551,000 | 1,583,000 | 1,476,000 | 1,487,000 | 630,434 |
| 2026.10.13 15:30 | 1,420,000 | 1,447,000 | 1,333,000 | 1,363,000 | 963,162 |
| 2026.10.14 15:30 | 1,372,000 | 1,414,000 | 1,348,000 | 1,374,000 | 559,831 |
| 2026.10.15 15:30 | 1,243,000 | 1,262,000 | 1,131,000 | 1,163,000 | 1,240,985 |
| 2026.10.16 15:30 | 1,218,000 | 1,222,000 | 1,154,000 | 1,188,000 | 720,703 |
| 2026.10.19 15:30 | 1,110,000 | 1,175,000 | 1,100,000 | 1,170,000 | 856,321 |
| 2026.10.20 15:30 | 1,168,000 | 1,206,000 | 1,128,000 | 1,155,000 | 720,965 |
| 2026.10.21 15:30 | 1,182,000 | 1,215,000 | 1,155,000 | 1,168,000 | 614,026 |
| 2026.10.22 15:30 | 1,182,000 | 1,234,000 | 1,135,000 | 1,145,000 | 827,483 |
| 2026.10.23 15:30 | 1,095,000 | 1,122,000 | 1,048,000 | 1,122,000 | 761,075 |
| 2026.10.26 15:30 | 1,097,000 | 1,142,000 | 1,092,000 | 1,118,000 | 480,073 |
| 2026.10.27 15:30 | 1,167,000 | 1,234,000 | 1,167,000 | 1,201,000 | 773,323 |
| 2026.10.28 15:30 | 1,242,000 | 1,338,000 | 1,208,000 | 1,306,000 | 927,570 |
| 2026.10.29 15:30 | 1,310,000 | 1,324,000 | 1,210,000 | 1,293,000 | 1,154,535 |
| 2026.10.30 15:30 | 1,221,000 | 1,227,000 | 1,155,000 | 1,196,000 | 877,969 |
삼성전기의 반등을 설명하는 핵심은 AI 서버용 MLCC·패키지기판 확대와 이익률 개선입니다. 다만 8,793억원 공급계약은 급등 뒤 공개됐고, 최신 종가는 다시 하락했습니다. 실적의 성장과 주가의 기대를 나눠 확인합니다.
상단 가격은 마지막으로 확인한 KRX 확정 종가입니다. 분석 원문의 당시 가격·기간은 그대로 유지하며 장중 현재가와 구분합니다.
아래 분석 원문과 공시에서 바뀐 사실·반증 조건을 확인하세요. 예정 일정은 투자 일정 탭에서 살펴볼 수 있습니다.
삼성전기의 반등을 설명하는 핵심은 AI 서버용 MLCC·패키지기판 확대와 이익률 개선입니다. 다만 8,793억원 공급계약은 급등 뒤 공개됐고, 최신 종가는 다시 하락했습니다. 실적의 성장과 주가의 기대를 나눠 확인합니다.
처음 게시 2026.10.31 05:30 KST · 글 수정 2026.10.31 05:30 KST5분 점검 · 주식 가격은 게시된 분석에 새 확정 종가가 반영될 때 대조합니다. 장중 시세 알림이 아닙니다.
내 설정·알림함 열기 →확정 종가는 종료된 거래일 또는 시간봉의 마지막 가격입니다. 현재 거래 중인 가격과 다릅니다.
장부에 인식한 이익과 실제 현금의 유입·유출은 시점과 범위가 달라질 수 있습니다.
시가총액은 확인한 유통량 기준, FDV는 해당 제공자가 정의한 전체 공급 기준의 평가값입니다. 선물 거래대금과는 다른 수치입니다.