2026년 8월 28일 기준 클락슨 신조선가 지수는 186.34pt로 전주 대비 0.09pt(0.05%) ‘상승‘했습니다. [최근 4주 간 지수] 186.25pt (26년 8월 21일) 185.64pt (26년 8월 14일) 185.64pt (26년 8월 7일) 185.49pt (26년 7월 31일) [주목할 선종과 선형] > 탱커(유조선): 보합 @ VLCC(315-320K DWT) - 26년 8월 21일: 131.00백만달러 - 26년 8월 28일: 131.00백만달러 @ Suezmax(156-158K DWT) - 26년 8월 21일: 90.00백만달러 - 26년 8월 28일: 90.00백만달러 @ Aframax(113-115K DWT) - 26년 8월 21일: 75.50백만달러 - 26년 8월 28일: 75.50백만달러…

Channel
건설/조선/리츠 | 강경태 | 한국투자증권
@enc210406
On this record: Topic · Growth · Engagement · Posts · Posts edited after publishing · Citations · Cite this entry
9,413subscribers
+119 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 |
| 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 | 18 September 2026 |
| Measurements held | 14 |
| Confirmed unchanged | 1 time, most recently 18 September 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 why it has no browse page of its own yet.
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 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 | -3 |
| 19 Aug 2026, 13:32 | 9,329 | -9 |
| 16 Aug 2026, 21:37 | 9,338 | +8 |
| 13 Aug 2026, 17:49 | 9,330 | +6 |
| 10 Aug 2026, 12:31 | 9,324 | +30 |
| 7 Aug 2026, 04:00 | 9,294 | no change |
| 6 Aug 2026, 11:46 | 9,294 | first reading |
Engagement
86 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 32 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 42.7%
- avg views ÷ 9,413 subscribers
- Avg views / post
- 4,020
- 15 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 15
- of 86 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 29 August 2026 |
|---|---|
| Posts held | 86 (31 July 2026 – 29 August 2026) |
| Views total | 60,330 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 29 Aug 2026, 07:11 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.
Recent posts
[한투증권 강경태] 조선 텔레그램: http://t.me/enc210406 보고서 링크: https://vo.la/SJVY7EQ ■ 조선사 밀집 지역인 남부권 산업용 전기요금, 2025년 평균 대비 10% 하락 가능성 발생 - 조선사 밀집 지역인 남부 권역의 산업용 전기요금 인하 가능성 발생 - 2026년 8월 26일, 기후에너지환경부는 산업용 지역 전기요금제 설계안을 공개. 지역별 조정 요금을 통해 남부권 전기요금이 1kWh 당 최대 18원까지 하락할 것이라 안내 - 한국전력의 2025년 평균 산업용 전력판매단가 181.9원/kWh 대비 약10% 하락하는 것 ■ 산업용 전기요금 10% 하락 시, 대형 조선 4사 연간 영업이익률 0.3%p 개선될 것 - 남부권 산업용 전기요금 10% 하락하면, 대형 조선 4사의 연간 영업이익률은 …
1. 전년동기 누적 수주 성과를 27.8% 상회 - 26년 3분기 누적 수주: 2,256십억원 - 25년 3분기 누적 수주: 1,766십억원 2. 2029년 하반기 슬롯도 오픈 3. 중국 및 한국 고객사 발주 더 나올 것
[한화엔진 엔진 수주 공시] @ 제품: 선박용 엔진 @ 발주: 한화오션 @ 금액: 1,289억원
[조선 및 건설 업종 커버리지 밸류에이션] 2026년 8월 27일 종가 기준
[한투증권 강경태] 2026년 8월 27일 (목) 📈가격 동향 • WTI 82.2달러/배럴(-0.2%) • 천연가스 2.8달러/MMBtu(+2.6%) 『커버리지 주가』 <건설> • DL이앤씨 +4.3% • 현대건설 +7.5% • GS건설 +8.0% • 대우건설 +8.4% • 삼성E&A +5.2% <건자재> • 한샘 +2.3% <디벨로퍼> • SK디앤디 +3.6% <리츠> • 신한알파리츠 +2.0% • 디앤디플랫폼리츠 -0.5% • 이리츠코크렙 -0.2% • 이지스밸류리츠 +1.6% • SK리츠 +1.4% • NH올원리츠 +0.5% • 이지스레지던스리츠 +0.0% • 롯데리츠 +1.0% • ESR켄달스퀘어리츠 +1.5% • 코람코라이프인프라리츠 +0.6% <조선> • HD한국조선해양 -0.6% • HD현대중공업 +0.0% • 한…
[조선 및 건설 업종 커버리지 밸류에이션] 2026년 8월 26일 종가 기준
[한투증권 강경태] 2026년 8월 26일 (수) 📈가격 동향 • WTI 82.4달러/배럴(-3.1%) • 천연가스 2.8달러/MMBtu(-0.4%) 『커버리지 주가』 <건설> • DL이앤씨 +2.5% • 현대건설 +14.9% • GS건설 +3.2% • 대우건설 +11.8% • 삼성E&A +2.3% <건자재> • 한샘 -0.3% <디벨로퍼> • SK디앤디 +1.0% <리츠> • 신한알파리츠 +0.8% • 디앤디플랫폼리츠 +1.6% • 이리츠코크렙 +0.2% • 이지스밸류리츠 +1.3% • SK리츠 -1.8% • NH올원리츠 +0.7% • 이지스레지던스리츠 +1.0% • 롯데리츠 -0.5% • ESR켄달스퀘어리츠 +0.2% • 코람코라이프인프라리츠 +0.2% <조선> • HD한국조선해양 +2.5% • HD현대중공업 +2.0% •…
[조선 및 건설 업종 커버리지 밸류에이션] 2026년 8월 25일 종가 기준
[한투증권 강경태] 조선 텔레그램: http://t.me/enc210406 보고서 링크: https://buly.kr/DwGq8NE ■ 실적에 부정적으로 작용할 환율 효과, 삼성중공업 제외 조선 3사 영업이익률 하락 압력 - 삼성중공업을 제외한 대형 조선 3사의 2026년 3분기 실적은 부진할 것. USD/KRW가 2분기에 비해 가파르게 하락했기 때문. - 3분기 USD/KRW 평균은 8월 24일 종가 누적으로 1,455원이며, 8월 24일 종가(1,383원)가 9월 30일까지 유지될 경우 1,426원. 2분기 평균 환율 1,502원에 비해 각각 47원과 75원 하락한 것. - 대형 조선 4사의 2026년 2분기 말 매출 기준 수주잔고와 반기보고서 상 선도환 매도 금액을 이용해 USD/KRW 평균 10원 당 분기 영업이익 민감도를 구…
[한투증권 강경태] 2026년 8월 25일 (화) 📈가격 동향 • WTI 85.0달러/배럴(-2.4%) • 천연가스 2.8달러/MMBtu(-0.7%) 『커버리지 주가』 <건설> • DL이앤씨 +0.6% • 현대건설 +0.0% • GS건설 +2.0% • 대우건설 -1.1% • 삼성E&A -0.8% <건자재> • 한샘 +2.9% <디벨로퍼> • SK디앤디 -1.2% <리츠> • 신한알파리츠 +1.5% • 디앤디플랫폼리츠 +0.5% • 이리츠코크렙 -0.6% • 이지스밸류리츠 +0.7% • SK리츠 +0.0% • NH올원리츠 +0.7% • 이지스레지던스리츠 -0.3% • 롯데리츠 +0.3% • ESR켄달스퀘어리츠 +1.0% • 코람코라이프인프라리츠 -0.8% <조선> • HD한국조선해양 +1.4% • HD현대중공업 +0.6% • 한…
[HD현대중공업 힘센 공장 증설 준비] - 회사 측은 일단 이번 계약 물량은 기존 생산능력으로 공급 가능하다는 입장이지만 문제는 다음이다. - 시장 프리미엄이 가장 높을 것으로 예상되는 시기가 2029~2030년이어서 - 수익성을 극대화하면서 적기 엔진 공급 능력을 갖추려면 - 연내 구체적 생산 계획을 마련해야 할 형편이다. - 엔진 증설의 필수인 핵심 주물·단조 설비는 이미 자체 보유한 상황에서 - 대형 공작기계는 해외 발주를 진행 중이다. - 협력업체에도 증설 대비를 지시해 둔 상태다. - 회사 측은 “(투자 확정이) 막바지 단계”라고 밝혀 - 증설을 위한 사전 준비가 마무리됐음을 시사했다. https://n.news.naver.com/article/011/0004654636?cds=news_my
Showing the 12 most recent of 86 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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@knowledge_to_wealth · 14,1451 post머니보틀
@moneybottle · 15,5531 post投資, 아레테
@mstaryun · 18,6611 post너쟁이의 성실한 추추생활
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@psychotherapy101 · 5,9591 post주식클라쓰_하창봉👍
@sharpha · 9,1531 post
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 2 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.
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 18 September 2026 — this entry's latest reading, not the date you are reading this.
“건설/조선/리츠 | 강경태 | 한국투자증권” (@enc210406), 9,413 subscribers as measured 18 September 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.