![[특징주] 화장품주, 반발매수세에 강세…달바글로벌 6% 상승](/api/img?u=https%3A%2F%2Fimg.yna.co.kr%2Fphoto%2Fyna%2FYH%2F2026%2F01%2F11%2FPYH2026011105440001300_P2.jpg&w=1200&q=72&f=webp)
16일 오전 서울 증시에서 달바글로벌이 6.81% 상승한 16만9천500원에 거래되며 화장품주가 전반적으로 강세를 보이고 있다. 에이피알은 7.72%, 한국화장품제조 4.55%, 코스맥스 3.17% 등도 오름세를 나타냈다. 이는 최근 주가 조정에 따른 저가매수세 유입과 함께 글로벌 K뷰티 수요가 여전히 강하다는 평가 때문으로 분석된다.
AI-generated summary
화장품 산업은 견고한 수출에 힘입어 호황을 보이고 있었지만, 최근 원화 강세로 3분기 실적 전망치가 하향 조정되며 주가는 부진한 흐름을 보였다.
(서울=연합뉴스) 곽윤아 기자 = 달바글로벌[483650], 에이피알[278470] 등 화장품주가 16일 장 초반 대체로 강세를 보이고 있다.
이날 오전 9시 25분 현재 유가증권시장에서 달바글로벌은 전장보다 6.81% 오른 16만9천500원에 거래되고 있다.
에이피알(7.72%), 한국화장품제조[003350](4.55%), 코스맥스[192820](3.17%) 등 화장품주가 전반적으로 상승 중이다.
화장품 산업은 견고한 수출에 힘입어 호황을 보이고 있지만, 최근 원화 강세로 3분기 실적 전망치가 하향 조정되며 주가는 부진한 흐름을 보였다.
다만 이날은 최근 주가 조정에 따른 저가매수세가 유입되며 주가가 반등하는 것으로 보인다.
증권가에도 화장품 업황 펀더멘털은 견고하다는 평가가 적지 않다.
박종대 하나증권 연구원은 환율로 3분기 실적에 변동이 있었지만 이를 일시적이라고 평가하며 "이를 제외하면 대부분 업체의 실적은 애초 예상치보다 좋다"라고 평가했다.
이어 "글로벌 K뷰티 수요는 여전히 굉장히 세다"며 "환율 하락이 산업의 방향을 바꾸지는 못하며 주가의 피크아웃을 논하기는 이르다"고 덧붙였다.
AI outlook — possibilities, not facts
화장품주 상승세가 단기적으로 지속될 가능성이 있다
Likely · Within weeks

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