[조선 및 기계(기자재) 업종 커버리지 밸류에이션] 2026년 11월 12일 종가 기준
![Telegram profile photo for [한투증권 강경태] 조선/기계(기자재)](https://cdn.tgregister.com/av/1e/1e3ae08aa90c56d57561903661a3fee1d0750f34897a284bee081991ed037ac4.jpg)
Channel
[한투증권 강경태] 조선/기계(기자재)
@enc210406
On this record: Topic · Growth · Engagement · What this channel posts · Posts · Posts edited after publishing · Citations · Cite this entry
9,414subscribers
+120 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 3,162–10,000.
Register entry
| Telegram ID | -1001209615760 |
|---|---|
| Type | Channel |
| Username | @enc210406 |
| Description | 조선 및 기자재 자료 공유 |
| Created | Between 1 March 2018 and 31 August 2021 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 11 November 2026 |
| Measurements held | 26 |
| Confirmed unchanged | 1 time, most recently 11 November 2026 |
| On Telegram | t.me/enc210406 |
Topic
Other / unclassifiable — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-FP8, prompt version 1) read this channel’s own recent posts on 11 September 2026 and assigned it the closest of 31 fixed categories, at 87% confidence. This is a model’s judgement about what the channel is likely to be about, not a fact this register measured the way a subscriber count or a view count is measured — it can be revised on a later pass, and it carries no weight anywhere else on this page. How this classification works, and the other topics.
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 11 Nov 2026, 08:01 | 9,414 | -2 |
| 8 Nov 2026, 00:15 | 9,416 | +8 |
| 5 Nov 2026, 03:38 | 9,408 | +21 |
| 1 Nov 2026, 23:26 | 9,387 | -3 |
| 29 Oct 2026, 17:50 | 9,390 | +12 |
| 27 Oct 2026, 01:06 | 9,378 | +2 |
| 24 Oct 2026, 04:59 | 9,376 | -9 |
| 21 Oct 2026, 08:37 | 9,385 | -5 |
| 17 Oct 2026, 22:38 | 9,390 | -5 |
| 15 Oct 2026, 01:10 | 9,395 | -12 |
| 12 Oct 2026, 01:59 | 9,407 | -10 |
| 5 Oct 2026, 08:58 | 9,417 | +4 |
| 18 Sept 2026, 02:40 | 9,413 | +9 |
| 14 Sept 2026, 06:00 | 9,404 | +24 |
| 10 Sept 2026, 14:20 | 9,380 | +44 |
| 5 Sept 2026, 15:57 | 9,336 | +3 |
| 1 Sept 2026, 16:55 | 9,333 | -2 |
| 29 Aug 2026, 20:34 | 9,335 | +6 |
| 26 Aug 2026, 10:46 | 9,329 | +3 |
| 23 Aug 2026, 09:42 | 9,326 | first reading |
Engagement
150 posts held, back to 31 July 2026 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 51 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 21.1%
- avg views ÷ 9,414 subscribers
- Avg views / post
- 1,990
- 60 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 64
- of 150 held
ERR is average views per post over the last 30 days divided by subscribers, the definition TGStat uses, so this figure is comparable with the one you will see elsewhere. It falls structurally as a channel grows: a high ERR on a small channel and a low one on a large channel describe reach mathematics, not quality. We publish the figure and the sample it came from and pass no verdict on it.
ER is defined industry-wide as (forwards + reactions + comments) ÷ views — note the denominator is views, not subscribers. Telegram’s public web preview carries views and reactions but not forward or comment counts, so the reaction rate above is the reactions term only and is therefore a floor: the true ER for this channel is higher by an amount we have not measured and will not estimate.
| Window | Rolling 30 days · latest post in window 12 November 2026 |
|---|---|
| Posts held | 150 (31 July 2026 – 12 November 2026) |
| Views total | 119,405 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 12 Nov 2026, 11:49 UTC |
Views are a single reading per post, taken at the time above. A post published in the last day or two is still accumulating views, which pulls the 30-day average down slightly. That is a property of the standard definition rather than a fault in it, so we keep the definition rather than “correcting” the number into something nobody can reproduce.
Precision. Telegram publishes view counts on its public widget in short form — 8.12K, 3.7M — so any reading at or above 1,000 reaches us rounded to three significant figures, and only counts below 1,000 are exact. Averages and rates derived from them are shown to the same precision rather than to the unit: a figure like 3,701,250 would assert digits nobody measured.
Reaction counts are published per emoji and rounded the same way, so a total below 1,000 is exact and a larger one is a sum that may carry a rounded component from each emoji above 1,000. Because it is a sum, it does not look rounded — read a large reaction total as three significant figures per contributing emoji rather than as the figure it prints.
What this channel posts
- Photos
- ≈1,410
- Links
- ≈2,220
Lifetime counters from Telegram’s own channel header, read 12 November 2026 — not the date at the top of this page, which is when the subscriber count was last read. A count marked ≈ was rounded by Telegram before we ever saw it — t.me prints these counters in full below 1,000 and to three significant figures above, so ≈142,000 means somewhere between 141,500 and 142,499.
Recent posts
Telegram’s own ‘edited’ marker: 15 of 64 posts held from the last 30 days (23.4%) carried it when this register last read them. The marker says a post was changed after publishing, not what it said before — this register holds the earlier wording only where an edit fell between two of its own reads (see the edit ledger and how it is measured).
11월 들어 두번째로, 납기를 당긴 사례가 발생합니다. 4분기 실적을 기대합니다.
[HD현대중공업 상선 계약 변경 공시] @ 선종: 암모니아 운반선(VLAC) @ 수량: 2척 @ 변경 내용: 납기 - 기존: 2027년 3월 31일 - 변경: 2026년 11월 12일 - 4개월 단축(조기 인도)
아직 연결고리가 약하지만, 이번 일이 미-중 간 거래 상품 전반에 대한 무역분쟁으로 비화될 경우, 2027년 1월 10일까지인 입항료 부과 유예 조치가 종료될 가능성을 열어둬야 합니다. 민주당의 대중국 정책 방향성 또한 무역법 301조에 따른 제재 조치를 가해야 한다는 쪽입니다. https://n.news.naver.com/article/366/0001204249?sid=104
[대한조선 상선 수주 공시] @ 선종: 탱커(유조선, Suezmax) @ 수량: 2척 @ 선가: 93.0백만달러/척 2029년 납기 가용 슬롯 11척을 100% 수에즈막스급 유조선으로만 판매하고 클로징한 후, 이제 2030년 납기 슬롯을 오픈해 2척을 채웁니다.
[한투증권 강경태] 2026년 11월 12일 (목) 📈가격 동향 • WTI 86.4달러/배럴(+0.4%) • 천연가스 3.2달러/MMBtu(-1.5%) 『커버리지 주가』 <조선> • HD한국조선해양 -2.0% • HD현대중공업 -1.9% • 한화오션 +0.5% • 삼성중공업 +0.2% • 한화엔진 +0.5% • HD현대마린솔루션 -2.1% 📢뉴스 <조선> ▶️ ‘해외서 美군함 건조’ 이르면 12일 정책 검토 끝난다 https://buly.kr/9MTbFqm ▶️ 배 만들 때까지 못 기다려… 선박 리모델링 뜬다 https://buly.kr/HSaSNMd ▶️ 中 원유 수입 한 달 새 9.4% 증가 … K조선 'VLCC 수주' 호황 이어질까 https://buly.kr/1GMjuL4 ▶️ “탄소 줄이고 효율 높인다”⋯ ‘…
[대한조선 3Q26 실적발표 컨콜_Q&A] Q. 중국 헝리중공업의 수에즈막스 공격적 수주 영향 및 시장 분위기 ▶ 헝리의 광범위한 선종 수주 확대는 위협 요인이나 당사에 미치는 직접적 영향은 제한적 ▶ 한국과 중국 조선소를 찾는 선주군이 명확히 양분되어 있어 주요 고객사의 이탈 가능성 희박 ▶ 헝리가 시장의 순증 발주 물량을 흡수하고 있으나 향후 실제 건조 및 납기 소화 능력에 대한 검증 관찰 필요 Q. VLGC AIP 인증 및 LNG 벙커링선 인콰이어리 현황과 수주 계획 ▶ 상반기 VLGC 선형 개발 및 테스트 완료로 대형 조선사(HD현대중공업) 수준의 선형 경쟁력 확보 ▶ 시장 내 견조한 인콰이어리 유입에도 불구하고 현재 선가 수준에서는 수에즈막스 대비 수익성 우위 불분명 ▶ 당분간 상대적 수익성이 높은 주력 선종인 수에즈막스 연속 건…
[대한조선 3Q26 실적발표 컨콜_요약] 1. 3Q26 실적 개요 - 3분기 매출액: 3,277억원(YoY +19.6%, QoQ -7.5%) - 영업이익: 827억원(YoY +25%, QoQ -13%) - 영업이익률: 25.3%(2분기 26.9% 대비 소폭 하락, 전년동기 대비 +1%p, 8분기 연속 20%대 기록) - 수주 잔고: 9월 말 35척 → 수에즈막스 30척, 셔틀탱커 3척, 컨테이너선 2척으로 현재 33억불 달성 2. 수주현황 및 시장 환경 1) 수주 실적 - 연초 24억불 → 3분기(9월 말) 35척, 33억불 달성 - ‘26년 $15 억불(Suez 17척) 수주, 연간 목표 대비 62% 초과 달성 - (‘26년 11월 11일 기준, 인도기준 잔고 35척/ $33억불) 2) 시황 - ‘26년 유조선 시장은 중동 지정학적 불…
File, posted without a caption
[대한조선 3Q26 잠정 실적 공시] 컨센서스 대비 @ 매출액: 7.4% 상회 @ 영업이익: 부합
[한투증권 강경태] 2026년 11월 11일 (수) 📈가격 동향 • WTI 86.5달러/배럴(-0.4%) • 천연가스 3.3달러/MMBtu(+2.5%) 『커버리지 주가』 <조선> • HD한국조선해양 +4.0% • HD현대중공업 +3.9% • 한화오션 +5.6% • 삼성중공업 +7.4% • 한화엔진 +10.7% • HD현대마린솔루션 +6.5% 📢뉴스 <조선> ▶️ “도크 밖 미래먹거리 준비하자”…조선업계 신사업 속도 https://buly.kr/Ga0f6mX ▶️ 북극항로 선박에 연료까지 채우는 울산항…'화물·벙커링' 거점 노린다 https://buly.kr/7bK15B4 ▶️ 푸른 용접 불꽃 뒤엔 '中 추격'…HD현대중공업 울산조선소의 '피지컬 AI' 승부수 https://buly.kr/9iJ6qy9 ▶️ '부유식 데…
[조선 및 기계(기자재) 업종 커버리지 밸류에이션] 2026년 11월 10일 종가 기준
Showing the 12 most recent of 150 posts we hold for @enc210406. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.
Posts edited after publishing
@enc210406 edited 1 post after it first published — the same permalink now carries different wording than the one this register originally read, caught because our own crawl held a copy of the earlier text.
An edit is not deception. Typo fixes, price updates and corrections look exactly like this too — this register can tell you the wording changed and when, not why. How this is measured.
- First edit seen
- 10 August 2026
- Most recent edit
- 10 August 2026
Forward network
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
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Republishes
Channels on the register whose posts this channel has forwarded.
Built only from forwarded posts we have actually read, on both sides. Coverage is early and deliberately incomplete: a missing link means we have not read the post that would prove it, never that the relationship does not exist. Counts are distinct forwarded posts observed, so they only ever go up as we read more.
Mentions
Named by 3 registered channels — every channel on the register whose own posts have named this one, by its current username or any other username it currently holds, merged from two separately captured readings of the same fact so a namer caught by only one of them is not missed and a namer both caught is not counted twice. A username this channel has since dropped is not matched — that handle may belong to someone else now, and crediting today’s namer to yesterday’s owner would misattribute it.
Named by
Channels on the register whose posts name this channel's handle.
Names
Channels on the register whose handles appear in this channel's posts.
A mention is a weaker signal than a forward and is counted separately for that reason — naming a channel is not republishing it, and a handle in a post body is easy to place deliberately. The post counts beside each row below are distinct posts in which the handle appeared, from posts we have read on both sides — the “Named by N registered channels” figure above is a different count, of distinct NAMING CHANNELS rather than posts, and is not the sum of the rows under it.
Cite this entry
A live page changes as we take new readings, so a citation should name the measurement it is based on, not just the URL. The line below cites the subscriber count as measured 11 November 2026 — this entry's latest reading, not the date you are reading this.
“[한투증권 강경태] 조선/기계(기자재)” (@enc210406), 9,414 subscribers as measured 11 November 2026. Telegram Register, tgregister.com/channel/enc210406.
Full measurement history, CC BY 4.0. Every reading this register holds for this entry, not just the latest one, as a dated, downloadable record: CSV · JSON. Free to use with attribution to tgregister.com. Each file carries its own generation timestamp, which is the figure to cite for exactly when the data was retrieved.