"한국이 이건 세계 최고지" 외국인들 쓸어담더니 결국

<!doctype html> <html lang="ko" data-useragent="Mozilla/4.0 (compatible; MSIE 7.0; Windows NT 6.0; SLCC1; .NET CLR 2.0.50727; .NET CLR 3.0.04506; .NET CLR 3.5.21022; .NET CLR 1.0.3705; .NET CLR 1.1.4322)"> <head> <meta charset="utf-8"> <meta http-equiv="X-UA-Compatible" content="IE=edge"> <meta name="viewport" content="width=device-width, initial-scale=1.0, maximum-scale=1.0, minimum-scale=1.0, user-scalable=no" /> <meta property="og:title" content=""한국이 이건 세계 최고지" 외국인들 쓸어담더니 결국"> <meta property="og:type" content="article"> <meta property="og:url" content="https://n.news.naver.com/article/018/0005965193"> <meta property="og:image" content="https://imgnews.pstatic.net/image/018/2025/03/18/0005965193_001_20250318190212895.jpg?type=w800"> <meta property="og:description" content="코스피 지수가 2610선을 회복했다. 전날 11거래일 만에 2600선을 돌파한 지 하루 만에 고점을 높이면서 상승 흐름을 이어가고 있다. 코스피는 올 들어 8.90% 상승하면서 같은 기간 뉴욕증시의 스탠더드앤드푸어스"> <meta property="og:article:author" content="이데일리 | 네이버"> <meta name="twitter:card" content="summary_large_image"> <meta name="twitter:title" content=""한국이 이건 세계 최고지" 외국인들 쓸어담더니 결국"> <meta name="twitter:site" content="네이버 뉴스"> <meta name="twitter:creator" content="이데일리"> <meta name="twitter:image" content="https://imgnews.pstatic.net/image/018/2025/03/18/0005965193_001_20250318190212895.jpg?type=w800"> <meta name="twitter:description" content="코스피 지수가 2610선을 회복했다. 전날 11거래일 만에 2600선을 돌파한 지 하루 만에 고점을 높이면서 상승 흐름을 이어가고 있다. 코스피는 올 들어 8.90% 상승하면서 같은 기간 뉴욕증시의 스탠더드앤드푸어스"> <meta name="napp-site-analysis" content="gdid=880000E7_000000000000000005965193,service=news,collection=news,section=101"> <title>"한국이 이건 세계 최고지" 외국인들 쓸어담더니 결국</title> <link rel="stylesheet" href="https://static-nnews.pstatic.net/css/min/20250320/news.css"> <link rel="shortcut icon" type="image/x-icon" href="https://ssl.pstatic.net/static.news/image/news/m/2023/08/21/favicon.ico" /> <link rel="apple-touch-icon-precomposed" 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class="media_end_head_info nv_notrans "> <div class="media_end_head_info_datestamp"> <div class="media_end_head_info_datestamp_bunch"> <em class="media_end_head_info_datestamp_term">입력</em><span class="media_end_head_info_datestamp_time _ARTICLE_DATE_TIME" data-date-time="2025-03-18 16:36:14" data-date-time-age-in-minutes="14938">2025.03.18. 오후 4:36</span> </div> <div class="media_end_head_info_datestamp_bunch"> <em class="media_end_head_info_datestamp_term">수정</em><span class="media_end_head_info_datestamp_time _ARTICLE_MODIFY_DATE_TIME" data-modify-date-time="2025-03-18 18:20:21" data-modify-date-time-age-in-minutes="14833">2025.03.18. 오후 6:20</span> </div> <a href="http://www.edaily.co.kr/news/newspath.asp?newsid=04083606642104632" target="_blank" class="media_end_head_origin_link" data-clk="are.ori" data-gdid="018" data-extra="{"news":{"oid":"018","aid":"5a0631b9a47d67f9"}}">기사원문</a> </div> <div class="media_end_head_journalist"> <a 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_PRINT_BUTTON" data-print-url="/article/print/018/0005965193" data-clk="print"><span class="blind">인쇄하기</span></a> </div> </div> </div> </div> </div> <div id="contents" class="newsct_body"> <div id="newsct_article" class="newsct_article _article_body"> <article id="dic_area" class="go_trans _article_content"> <strong class="media_end_summary">방산株 끝없는 랠리에 코스피도 탄력<br>이달 외국인 순매수 1·2위 모두 방산주…연초 이후 매수 흐름<br>한화에어로·현대로템 등 신고가…5대 방산주 올해 평균 수익률 72%<br>방산 업종 모멘텀 장기 지속 전망…"유럽연합 재무장 추진 수혜"</strong>[이데일리 신하연 기자] 코스피 지수가 2610선을 회복했다. 전날 11거래일 만에 2600선을 돌파한 지 하루 만에 고점을 높이면서 상승 흐름을 이어가고 있다. 코스피는 올 들어 8.90% 상승하면서 같은 기간 뉴욕증시의 스탠더드앤드푸어스(S&P)500지수(-3.51%)는 물론 다우존스(-1.65%)와 나스닥(-7.78%)지수를 큰 폭 웃돌고 있다. 지난해 하반기부터 이어진 방산주 랠리에 이같은 상승세가 탄력을 받고 있다는 분석이 나온다.<br><br><table class="nbd_table"><tr><td><table class="nbd_table"><tr><td><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP "> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a1"> <img id="img1" data-src="https://imgnews.pstatic.net/image/018/2025/03/18/0005965193_001_20250318190212895.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="" style="display: none;" /> </div> </div></span></TD></TR><tr><td>(그래픽=이데일리 이미나 기자)</TD></TR></TABLE></TD></TR></TABLE>18일 엠피닥터에 따르면 이날 코스피는 전 거래일 대비 1.65포인트(0.06%) 오른 2612.34에 거래를 마쳤다. 장 중 2638.56까지 오르면서 2640선 고지에 다가서기도 했다. 이날 상승을 이끈 것은 4420억원어치를 순매수한 외국인 투자자다. 외국인은 전날 유가증권시장에서만 6150억원어치를 사들이며 지수 급등(1.73%)을 이끈데 이어 이날도 매수세를 보였다.<br><br>최근 들어 국내 증시에 다시 유입되고 있는 외국인 자금은 방산업종으로 쏠리는 분위기다. 이달 들어 현재까지 외국인이 가장 많이 사들인 종목은 한화에어로스페이스(012450)로, 2290억원을 순매수 했다. 뒤이어 한국항공우주(047810)(2120억원)가 순매수 2위를 차지했다. 이 외에도 한화시스템(272210)(1280억)과 현대로템(064350)(380억)이 각각 5위와 12위에 올랐다.<br><br>연초 이후로 기간을 넓혀봐도 마찬가지다. 외국인은 올 들어 한화에어로스페이스 주식을 5400억원어치 순매수했고, 현대로템(1810억), LIG넥스원(079550)(1650억), 한국항공우주(1560억), 한화시스템(820억) 등을 사들이며 방산주 투자에 적극적인 모습을 보이고 있다. 같은 기간 코스피에서 6조원 넘게 팔아치운 것과는 대조되는 모습이다. 이들 5개 종목의 연초 이후 평균 수익률은 71.8%다. 한화에어로스페이스와 현대로템의 경우 수익률이 110% 이상이다.<br><br>유럽을 중심으로 전 세계적으로 군비 확대 움직임이 뚜렷해지자 국내 방산 기업에 대한 시장 전반의 선호심리가 부각되는 것으로 풀이된다. 이날 한화에어로스페이스는 장중 78만 1000원까지 오르며 52주 신고가를 하루 만에 다시 경신했고, 현대로템도 52주 신고가(11만 900원)에 거래를 마쳤다. 한화시스템도 장중 신고가(4만 2550원)를 썼다. <br><br>시장 전문가들은 방산주의 상승 흐름이 단기적 현상이 아니라 중장기적으로 지속될 가능성이 높다고 보고 있다. 서재호 DB금융투자 연구원은 “우크라이나 종전 이후 유럽 방산 시장은 더욱 가파르게 성장해 연평균성장률(CAGR)이 2022~2024년 8.2% 수준에서 2024~2028년 17.2%까지 급증하게 될 것”이라며 “공급량보다 빠르게 증가하는 무기 수요량. 재고 보충, 안보 위협, 미군 의존도 축소 관점에서 유럽 시장의 무기 확보는 빠르게 진행될 것”이라고 전망했다. <br><br>우크라이나 전쟁이 종식된 이후에도 글로벌 방위력 증강 움직임은 계속될 수밖에 없다는 점에서 방산 업종의 수혜가 지속될 것이라는 전망에 무게가 실린다. 이동헌 신한투자증권 연구위원은 “방산주는 2024년 11월 트럼프 2기 당선 이후 러-우 종전 움직임으로 기간 조정을 거쳤으며 이후 러-우 종전에 대한 마찰, 유럽의 군비 증강, 트럼프의 중동 정세 개입 등으로 연초 대비 폭등했다”고 진단했다.<br><br>이어 “한국은 납기, 가격, 기술협력, 실전적 무기체계 등으로 유럽뿐 아니라 전세계 방산업의 최고 파트너”라며 “전 세계 1년 국방비는 약 3000조원(2조 2400억달러)이며 국내 방산업체 수주잔고는 100조원에 불과해 지정학적 위험 가중 속 방산업체의 수출 파이프라인 확대가 지속될 것” 이라고 내다봤다.<br><br><table class="nbd_table"><tr><td><table class="nbd_table"><tr><td><span class="end_photo_org"><div 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_LAZY_LOADING" alt=""></span><em>이데일리</em>가 이 기사의 댓글 정책을 결정합니다. <span class="changecmt_info"> <button type="button" class="changecmt_info_icon _layer_notice_btn _TOGGLE" data-target="_COMMENT_NOTICE_INFO_LAYER" data-classValue="is_hidden">안내</button><span id="_COMMENT_NOTICE_INFO_LAYER" class="changecmt_layer _layer_notice is_hidden"> <strong class="changecmt_info_title"><span class="changecmt_ico_help"></span>댓글 정책 언론사별 선택제</strong> <span class="changecmt_info_txt">섹션별로 기사의 댓글 제공여부와 정렬방식을 <br>언론사가 직접 결정합니다. 기사 섹션 정보가<br>정치/선거를 포함하는 경우 정치/선거섹션 정책이<br>적용됩니다. 단, 운영규정에 따른<br>삭제나 이용제한 조치는 네이버가 직접<br>수행합니다.</span> <button class="changecmt_btn_info_close _close_layer _TOGGLE" data-target="_COMMENT_NOTICE_INFO_LAYER" data-classValue="is_hidden">레이어 닫기</button> </span> </span> </p> </div> <div id="cbox_module" class="_COMMENT _COMMENT_HIDE"> </div><div class="rankingnews mobile_hidden is_hidden _TEMPLATE" data-grid-template-column-aside="true" data-template-id="OFFICE_HEADLINE_FLAT"> <div 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또는 제공처에 있으며, 이를 무단 <br>이용하는 경우 저작권법 등에 따라 법적 책임을 질 수 있습니다. </span> <span class="u_naverlogo"> <a href="https://www.navercorp.com" class="u_naverlogo_a" data-clk="fot.navercorp">NAVER</a> </span> </p> </footer> </div> </div> <a href="#" class="r_pg_top show _MOVE_TOP" id="goTop" data-clk="fot.top" style="display:none;">맨위로</a> <div id="_MY_FEED_CANCEL_MODAL" class="subscribe_dimmed is_hidden" style="display:none;"> <div class="subscribe_alert"> <p class="subscribe_alert_p _message _MY_FFED_CANCEL_MODAL_MESSAGE"> </p> <div class="subscribe_alert_btns"> <a href="#" class="subscribe_alert_btn _CANCEL_YES_BTN _TOGGLE" data-target="_MY_FEED_CANCEL_MODAL" data-classValue="is_hidden">예</a> <a href="#" class="subscribe_alert_btn _TOGGLE" data-target="_MY_FEED_CANCEL_MODAL" data-classValue="is_hidden">아니오</a> </div> </div> </div> <script type="x-tmpl-mustache" class="_MY_FEED_CANCEL_MODAL_TEMPLATE"> {{#series}} <span class="subscribe_alert_p_ellipsis">{{value}}</span><br>연재 구독을 취소하시겠습니까? <span class="subscribe_alert_p_dsc">해당 연재는 <em>구독</em>에서 제외됩니다.</span> {{/series}} {{#journalist}} {{value}} 기자의 기사<br> 구독을 취소하시겠습니까? <span class="subscribe_alert_p_dsc"><em>구독</em>에서 해당 기자의 기사가 제외됩니다.</span> {{/journalist}} </script> <div id="_MODAL_LAYER_FOR_NOTIFICATION" class="modal is_hidden"></div> <div id="_MODAL_LAYER_FOR_NOTIFICATION_ALL" class="modal is_hidden"></div> <div id="_MODAL_LAYER_FOR_NOTIFICATION_OS" class="modal is_hidden"></div> <script type="x-tmpl-mustache" class="_MODAL_LAYER_TEMPLATE_FOR_NOTIFICATION"> <div class="m_dimmed"></div> <div class="m_notification is_single"> <strong class="mn_ok">구독완료</strong> {{#officeInfos}} <div class="mn_text"> <h4 class="mn_h">{{officeName}} 뉴스를 <br> <span class="m_em">알림</span>으로 받아 보시겠습니까?</h4> <p class="mn_p">언론사의 주요 콘텐츠를 <br> 네이버에서 빠르게 확인할 수 있습니다.</p> </div> {{/officeInfos}} <div class="mn_btns"> <button type="button" class="mn_btn _MODAL_LAYER_NEGATIVE" data-clk="{{nclk}}no">닫기</button> <button type="button" class="mn_btn as_em _MODAL_LAYER_POSITIVE" data-clk="{{nclk}}yes">알림받기</button> </div> </div> </script> <script type="x-tmpl-mustache" class="_MODAL_LAYER_TEMPLATE_FOR_NOTIFICATION_ALL"> <div class="m_dimmed"></div> <div class="m_notification"> <strong class="mn_ok">구독완료</strong> <div class="mn_text"> <h4 class="mn_h">언론사의 주요 뉴스를 <br> <span class="m_em">알림</span>으로 받아 보시겠습니까?</h4> <ul class="mn_list"> {{#officeInfos}} <li class="mn_item"> <div class="mn_head"> <div class="mn_img"> <img src="{{logo}}" alt="" onerror="this.outerHTML='<span class="no_image"></span>'"> </div> <div class="mn_name">{{officeName}}</div> </div> <div class="mn_body"> <button type="button" class="mn_noti _ALL_OFFICES_NOTIFICATION_ITEM" data-oid="{{officeId}}" data-clk-add="notchnon" data-clk-remove="notchnoff">알림받기 사용함</button> </div> </li> {{/officeInfos}} </ul> </div> <div class="mn_btns"> <button type="button" class="mn_btn _MODAL_LAYER_NEGATIVE" data-clk="{{nclk}}no">닫기</button> <button type="button" class="mn_btn as_em _MODAL_LAYER_POSITIVE _CHANNEL_BANNER_ITEM_NOTICE_COMPLETE" data-clk="{{nclk}}yes">완료</button> </div> </div> </script> <script type="x-tmpl-mustache" class="_MODAL_LAYER_TEMPLATE_FOR_NOTIFICATION_OS"> <div class="m_dimmed"></div> <div class="napp_notify_notice"> <div class="napp_notify_info_area"> <strong class="napp_notify_title">네이버 앱 푸시알림이 꺼져있어요.</strong> <div class="napp_notify_desc_box"> <p class="napp_notify_desc1">네이버 앱 알림켜기 > 알림탭 > 알림허용</p> <p class="napp_notify_desc2">버튼을 눌러 앱 알림 설정을 켜주세요.</p> </div> </div> <div class="napp_notify_button_area"> <button type="button" class="napp_notify_btn _MODAL_LAYER_NEGATIVE" data-clk="{{nclk}}.osnotoff">닫기</button> <button type="button" class="napp_notify_btn highlight _MODAL_LAYER_POSITIVE _NAPP_NOTIFY_COMPLETE" data-clk="{{nclk}}.osnoton">네이버 앱 알림 켜기</button> </div> </div> </div> </script> <div id="_MODAL_DIALOG_WRAP" style="display: none;"></div> <script type="x-tmpl-mustache" class="_MODAL_DIALOG_TEMPLATE"> <div class="nds_dialog_dimmed"> <div class="nds_dialog_basic"> <div class="nds_dialog_content"> {{#isTextType}} <p class="nds_dialog_text">{{content.title}}</p> {{/isTextType}} {{#isTitleType}} <strong class="nds_dialog_title"> <span class="nds_dialog_title_ellipsis">{{content.headTitle}}</span> {{content.title}} </strong> <p class="nds_dialog_description">{{content.description}}</p> {{/isTitleType}} </div> <div class="nds_dialog_button_area"> <div class="nds_button_main_action as_layout_5_5"> {{#isCancel}} <button type="button" class="nds_button_wide _MODAL_CANCEL"{{#content.clk.cancelClk}} data-clk="{{content.clk.cancelClk}}"{{/content.clk.cancelClk}}> {{content.cancelMessage}} </button> {{/isCancel}} <button type="button" class="nds_button_wide as_primary _MODAL_CONFIRM"{{#content.clk.confirmClk}} data-clk="{{content.clk.confirmClk}}"{{/content.clk.confirmClk}}> {{content.confirmMessage}} </button> </div> </div> </div> </div> </script> <div id="_MODAL_TOAST" style="display: none;"></div> <script type="x-tmpl-mustache" class="_MODAL_TOAST_TEMPLATE"> <div class="nds_popover_toast as_center"> <div class="nds_toast_text_area"> <div class="nds_toast_text_area"><span class="nds_toast_ellipsis_text"><strong>{{toastTitle}}</strong></span> {{toastMessage}}</div> </div> </div> </script> <div id="_TICKER_LAYER_FOR_NOTIFICATION" class="ticker" style="display: none;"></div> <script type="x-tmpl-mustache" class="_TICKER_LAYER_TEMPLATE_FOR_NOTIFICATION"> {{#officeInfos}} <p class="t_inner"><em class="t_point">{{officeName}}</em> 언론사 알림이 설정되었습니다.</p> {{/officeInfos}} </script> <script src="https://static-nnews.pstatic.net/js/min/20250320/library.min.js" crossorigin="anonymous" onerror="neloSender.sendErrorToNelo('스크립트 로딩 에러 : ' + this.src);"></script> <script src="https://static-nnews.pstatic.net/js/min/20250320/read.min.js" crossorigin="anonymous" onerror="neloSender.sendErrorToNelo('스크립트 로딩 에러 : ' + this.src);"></script> <script> window.ntm = window.ntm || []; var ntmOption = {}; if (ntmOption) { var section = {"id":"101","name":"경제"}; var redirectSection = {"id":"101","name":"경제"}; ntmOption["channelId"] = article.officeId; // 기타 또는 주요 섹션 이름 var nilSendSectionName = "기타"; var nilSendSectionId = ""; if (/100|101|102|103|104|105|106|107/.test(section.id)) { nilSendSectionName = section.name; nilSendSectionId = section.id; } // 기사 타입 var htArticleTypeName = { "0": "text", "1": "photo", "2": "tv" }; var articleTypeName = htArticleTypeName[article.type] || ""; ntmOption["hitType"] = "cv"; ntmOption["eventCategory"] = "post_view"; ntmOption["uri"] = "http://news.naver.com/main/read.nhn?oid=018&aid=0005965193"; ntmOption["gdid"] = article.gdid; ntmOption["dimension1"] = encodeURIComponent(nilSendSectionName); ntmOption["dimension4"] = articleTypeName; ntmOption["optional2"] = nilSendSectionId; var journalistIdList = []; // 기자 목록 $("._JOURNALIST_CARD ._JOURNALIST_ID").each(function (index, object) { var $this = $(object); var journalistId = $this.attr("data-journalistId"); if (journalistId && journalistIdList.indexOf(journalistId) === -1) { journalistIdList.push(journalistId); } }); if (journalistIdList.length > 0) { ntmOption["dimension3"] = journalistIdList.join("___"); } if (location.href.match(/ntype=RANKING/)) { ntmOption["dimension5"] = "y"; } if (service.sports || service.newsType) { ntmOption["dimension2"] = article.sectionInfo.secondSection + "." + article.sectionInfo.thirdSection; } var seriesComponentId = $("._VALID_SERIES").attr("data-component-id"); ntmOption["dimension6"] = seriesComponentId; var issueComponentId = $("._ISSUE_ARTICLE_INFO").attr("data-component-id"); ntmOption["dimension8"] = issueComponentId; if (/[?|&]type=breakingnews(&|$)/.test(location.href) === true) { if (/(m\.naver\.com)|(media\.naver\.com)|(news\.naver\.com\/?$)|(www\.naver\.com)/.test(document.referrer) === true) { ntmOption["dimension7"] = "breaking"; } } var ntmLeaveOption = $.extend({}, ntmOption); ntmLeaveOption["hitType"] = "event"; ntmLeaveOption["eventCategory"] = "action"; ntmLeaveOption["eventAction"] = "leave"; if (/\/article\/comment\//.test(location.href) == false && $("#contents").length > 0) { if (window.addEventListener) { window.addEventListener("load", function () { ntm.push({ event: "nilSend", ni: ntmOption }); }, false); window.addEventListener("onpagehide" in window ? "pagehide" : "beforeunload", function () { ntm.push({ event: "nilSend", ni: ntmLeaveOption }); }, false); } else if (window.attachEvent) { window.attachEvent("onload", function () { ntm.push({ event: "nilSend", ni: ntmOption }); }); window.attachEvent("onpagehide" in window ? "onpagehide" : "onbeforeunload", function () { ntm.push({ event: "nilSend", ni: ntmLeaveOption }); }); } else { var onUnloadEventName = "onpagehide" in window ? "onpagehide" : "onbeforeunload"; var fnOnUnload = window[onUnloadEventName]; window[onUnloadEventName] = function () { ntm.push({ event: "nilSend", ni: ntmLeaveOption }); if (fnOnUnload) { fnOnUnload(); } }; var fnOnload = window.onload; window.onload = function () { ntm.push({ event: "nilSend", ni: ntmOption }); if (fnOnload) { fnOnload(); } }; } } } </script> </div> <script> var eventType = "onpageshow" in window ? "pageshow" : "load"; $(window).on(eventType, function() { window.ntm = window.ntm || []; var pageviewInfo = { event: "nLogPageViewService", nlogEvt: { page_layout: window.layoutName } }; pageviewInfo.nLogPageviewSti = "news"; pageviewInfo.nLogPageviewGdid = "880000E7_000000000000000005965193"; window.ntm.push(pageviewInfo); // ma 로그 전송 var data = { "service": "news", "baseInfo": { "category": (/\/article\/comment\//.test(location.href) == true) ? "댓글" : "본문" }, "extraInfo": { "articleId": article.articleId, "sectionId": article.sectionId, "officeId": article.officeId, "articleType": article.type } }; if (typeof ma !== "undefined") { ma.init({ api: "https://ma.news.naver.com/l", data: data, contentBodyEl: document.querySelector("._article_content"), contentBodyVideoWrapperSelector: "._VIDEO_AREA" }); } if (window.matchMedia("(prefers-color-scheme)").media === "not all") { $("html").removeClass("DARK_THEME"); } setTimeout(function() { $("._OPACITY_FADE_TO").fadeTo(50, 1); }, 3000); }); </script> </body> </html>

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