{"slug":"daewoo-engineering-construction","name":"대우건설","name_en":"Daewoo Engineering & Construction","ticker":"047040.KS","updated_at":"2026-07-12T03:54:59.471+00:00","canonical":"https://valuechain.wiki/daewoo-engineering-construction","kicker":"코스피 · 종합건설 · 체코 원전 팀코리아","kicker_en":"KOSPI · Construction · Czech nuclear Team Korea","lead":"토목·건축(주택)·플랜트를 아우르는 종합건설사다. 최대주주는 중흥토건이며, 팀코리아(한수원·한전기술·두산에너빌리티·대우건설)의 일원으로 체코 두코바니 원전 시공에 참여한다. 청라 주상복합 등 대형 주택·상업 프로젝트가 매출 축이다.","lead_en":"A general contractor spanning civil works, building/housing and plant. Jungheung Construction is its largest shareholder, and as part of Team Korea (KHNP, KEPCO E&C, Doosan Enerbility, Daewoo E&C) it participates in building Czech Dukovany nuclear units. Large housing and commercial projects like the Cheongna towers anchor revenue.","segments":{"parts":[{"desc":"매출 축. 청라 M5 주상복합 8,181억원(매출의 10.16%) 등 주택·상업·재건축.","name":"건축 (주택·상업·재건축)"},{"desc":"도로·철도·항만 등 사회기반시설과 PPP/IPP 투자개발. 나이지리아 등 해외 토목.","name":"토목 (도로·철도·항만)"},{"desc":"팀코리아로 체코 두코바니 5·6호기(약 26조원 본계약) 참여 — 유럽 원전 진출.","name":"플랜트 (Oil&Gas·발전·원전)"},{"desc":"부동산·IPP·PPP 투자개발.","name":"기타 (투자개발 PPP/IPP)"}],"total":"토목·건축(주택)·플랜트·기타(투자개발)"},"segments_en":{"parts":[{"desc":"The revenue axis: housing, commercial and redevelopment, e.g. the Cheongna M5 tower (KRW 818.1B, 10.16% of revenue).","name":"Building (housing, commercial, redevelopment)"},{"desc":"Roads, rail, ports and other infrastructure plus PPP/IPP development; overseas civil work (e.g. Nigeria).","name":"Civil (roads, rail, ports)"},{"desc":"Via Team Korea, participates in Czech Dukovany 5/6 (~KRW 26tn main contract) — entry into European nuclear.","name":"Plant (oil & gas, power, nuclear)"},{"desc":"Real-estate, IPP and PPP development.","name":"Other (PPP/IPP development)"}],"total":"Civil, building/housing, plant, other (development)"},"returns_yearly":{"2021":-3.9,"2022":-15.3,"2023":-18.1,"2024":-14.2,"2025":47.3,"2026":251.1},"return_asof":"2026-07-10","value_chain":{"leading":[],"benefiting":[],"analysis":"토목·건축·플랜트를 아우르는 종합건설사로, 건축(주택·상업·재건축)이 매출 축이고 청라 M5 주상복합 8,181억원(매출의 10.16%) 등 대형 주택·상업 프로젝트가 실적을 끌어간다. 성장의 서사는 팀코리아(한수원·한전기술·두산에너빌리티) 일원으로 체코 두코바니 5·6호기(약 26조원 본계약)에 참여하며 플랜트 부문이 유럽 원전으로 확장된 데 있다. 리스크는 주택 경기와 원자재(강재·시멘트·레미콘) 가격·하도급 원가에 실적이 좌우된다는 점이며, 최대주주는 중흥토건이다. 그래프상 상류는 국내 제철·시멘트사(원자재)·전문건설 하도급이고, 하류는 국내 발주처·재건축조합과 체코 원전 발주처다.","analysis_en":"A general contractor spanning civil, building and plant, where the building segment (housing, commercial, redevelopment) is the revenue axis and large projects like the Cheongna M5 mixed-use tower (KRW 818.1B, 10.16% of revenue) drive results. The growth story is the plant segment's expansion into European nuclear as part of Team Korea (KHNP, KEPCO E&C, Doosan Enerbility) building Czech Dukovany units 5/6 (a ~KRW 26tn main contract). Risks are that results hinge on the housing cycle and on material (steel, cement, ready-mix) prices and subcontracting costs; Jungheung Construction is the largest shareholder. Upstream on the graph are Korean steel/cement makers (materials) and specialty subcontractors; downstream are domestic clients, redevelopment associations and the Czech nuclear owner.","analysis_asof":"2026-07-10"},"edges":[{"direction":"revenue","counterparty":"한국수력원자력 (체코 두코바니 원전 시공)","counterparty_slug":null,"confidence":"high","metric":{"type":"contract","unit":"원","as_of":"2025-06","basis":"팀코리아 컨소시엄","value":26000000000000,"period":"두코바니 5·6호기","basis_en":"Team Korea consortium"},"note":"팀코리아(한수원·한국전력기술·두산에너빌리티·대우건설)의 체코 두코바니 5·6호기 시공 — 약 26조원 본계약(2025.6). 유럽 원전 시장 진출.","note_en":"Part of Team Korea (KHNP, KEPCO E&C, Doosan Enerbility, Daewoo E&C) building Czech Dukovany 5/6: ~KRW 26tn main contract (June 2025), Korea's entry into the European nuclear market.","sources":[{"stance":"confirms","publisher":"CEO스코어데일리","publisher_en":"CEO Score Daily","kind":"news","lang":"ko","published_at":"2026-04-22","url":"https://m.ceoscoredaily.com/page/view/2026042216425737280","title":"대우건설, 체코 두코바니 원전 본계약 앞둬(팀코리아 26조)","title_en":"Daewoo E&C nears Czech Dukovany nuclear contract (Team Korea KRW 26tn)","excerpt":"팀코리아(한수원·한전기술·두산에너빌리티·대우건설)가 체코 두코바니 원전 26조원 본계약 성사 — 대우건설 시공 참여.","excerpt_en":"Team Korea's KRW 26tn Dukovany contract; Daewoo E&C on construction."}]},{"direction":"revenue","counterparty":"한국수력원자력·팀코리아 (체코 두코바니 원전 시공)","counterparty_slug":null,"confidence":"high","metric":{"type":"contract","unit":"원","as_of":"2025-06","basis":"컨소시엄 총액","value":26000000000000,"period":"두코바니 5·6호기(팀코리아)","basis_en":"consortium total"},"note":"팀코리아(한수원·한전기술·두산에너빌리티·대우건설)의 체코 두코바니 5·6호기 시공 참여 — 약 26조원 규모 본계약(2025.6). 플랜트 부문의 유럽 원전 진출.","note_en":"As part of Team Korea (KHNP, KEPCO E&C, Doosan Enerbility, Daewoo E&C), participates in building Czech Dukovany units 5/6 - a ~KRW 26tn main contract (June 2025); the plant segment's entry into European nuclear.","sources":[{"stance":"confirms","publisher":"CEO스코어데일리","publisher_en":"CEO Score Daily","kind":"news","lang":"ko","published_at":"2026-04-22","url":"https://m.ceoscoredaily.com/page/view/2026042216425737280","title":"대우건설, 체코 두코바니 원전 본계약 앞둬(팀코리아 26조)","title_en":"Daewoo E&C nears Czech Dukovany nuclear contract (Team Korea KRW 26tn)","excerpt":"팀코리아가 체코 두코바니 원전 26조원 본계약 성사, 대우건설 시공 참여.","excerpt_en":"Team Korea's KRW 26tn Dukovany contract; Daewoo E&C on construction."},{"stance":"mentions","publisher":"World Nuclear News","publisher_en":"World Nuclear News","kind":"news","lang":"en","published_at":"2025-06-01","url":"https://www.world-nuclear-news.org/articles/2025-czech-dukovany-team-korea","title":"Team Korea signs Czech Dukovany nuclear contract","title_en":"Team Korea signs Czech Dukovany nuclear contract","excerpt":"Team Korea signs the Czech Dukovany nuclear construction contract.","excerpt_en":"Team Korea signs the Czech Dukovany contract."}]},{"direction":"revenue","counterparty":"국내 발주처·재건축조합 (주택·상업 건축)","counterparty_slug":null,"confidence":"high","metric":{"type":"contract","unit":"원","as_of":"2026-07-08","basis":"DART 단일공급계약(매출 대비 10.16%)","value":818056000000,"period":"청라 M5 주상복합(2026.7)","basis_en":"DART filing (10.16% of revenue)"},"note":"건축 부문(주택·상업·재건축)이 매출 축 — 2026년 단건 공시: 청라 국제업무단지 M5 주상복합 8,181억원(매출 대비 10.16%), 도심 주택재건축정비사업 다건(2,548억·2,575억 등).","note_en":"The building segment (housing, commercial, redevelopment) anchors revenue - a 2026 disclosure: the Cheongna M5 mixed-use tower at KRW 818.1bn (10.16% of revenue), plus multiple urban housing-redevelopment projects (KRW 254.8bn, 257.5bn).","sources":[{"stance":"confirms","publisher":"금융감독원 DART","publisher_en":"FSS DART","kind":"filing","lang":"ko","published_at":"2026-07-08","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260708800371","title":"대우건설 단일판매·공급계약 (청라 M5 주상복합)","title_en":"Daewoo E&C supply contract (Cheongna M5 tower)","excerpt":"체결계약명 '청라 국제업무단지 M5 주상복합 신축공사', 계약금액 8,181억원, 매출 대비 10.16%.","excerpt_en":"Contract 'Cheongna M5 mixed-use tower', KRW 818.1bn, 10.16% of revenue."},{"stance":"confirms","publisher":"금융감독원 DART","publisher_en":"FSS DART","kind":"filing","lang":"ko","published_at":"2026-03-18","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260318001029","title":"대우건설 사업보고서 (2025.12)","title_en":"Daewoo E&C annual report (FY2025)","excerpt":"건축부문(아파트·오피스텔·오피스)이 주요 사업.","excerpt_en":"The building segment (apartments, offices) is a core business."}]},{"direction":"investor","counterparty":"중흥토건 (최대주주)","counterparty_slug":null,"confidence":"high","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"2022년 2월 최대주주가 KDB인베스트먼트제일호에서 중흥토건으로 변경 — 중흥그룹 편입.","note_en":"In Feb 2022 the largest shareholder changed from KDB Investment to Jungheung Construction - joining the Jungheung group.","sources":[{"stance":"confirms","publisher":"금융감독원 DART","publisher_en":"FSS DART","kind":"filing","lang":"ko","published_at":"2026-03-18","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260318001029","title":"대우건설 사업보고서 (2025.12)","title_en":"Daewoo E&C annual report (FY2025)","excerpt":"최대주주는 중흥토건㈜(2022.2.28 KDB인베스트먼트→중흥토건 변동).","excerpt_en":"Largest shareholder is Jungheung Construction (changed from KDB Investment on 2022-02-28)."}]},{"direction":"revenue","counterparty":"정부·공공·민자 (토목 인프라)","counterparty_slug":null,"confidence":"mid","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"토목 부문 — 도로·철도·항만 등 사회기반시설과 투자개발(PPP/IPP). 나이지리아 등 해외 토목·플랜트도 수행.","note_en":"The civil segment builds roads, rail, ports and other infrastructure plus PPP/IPP development; also does overseas civil/plant work (e.g. Nigeria).","sources":[{"stance":"confirms","publisher":"금융감독원 DART","publisher_en":"FSS DART","kind":"filing","lang":"ko","published_at":"2026-03-18","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260318001029","title":"대우건설 사업보고서 (2025.12)","title_en":"Daewoo E&C annual report (FY2025)","excerpt":"토목사업(도로·철도 등 사회기반시설)·투자개발(부동산·IPP·PPP) 수행.","excerpt_en":"Civil works (roads, rail, infrastructure) and PPP/IPP development."}]},{"direction":"cost","counterparty":"건설자재 (강재·시멘트·레미콘)","counterparty_slug":null,"confidence":"mid","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"철근·형강·시멘트·레미콘 등 건설 원자재를 국내 제철·시멘트사에서 조달. 원자재 가격이 원가율의 큰 축.","note_en":"Sources rebar, sections, cement and ready-mix from Korean steel and cement makers; material prices drive the cost ratio.","sources":[{"stance":"mentions","publisher":"금융감독원 DART","publisher_en":"FSS DART","kind":"filing","lang":"ko","published_at":"2026-03-18","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260318001029","title":"대우건설 사업보고서 (2025.12)","title_en":"Daewoo E&C annual report (FY2025)","excerpt":"건설 원자재(강재·시멘트 등) 조달.","excerpt_en":"Sources construction materials (steel, cement)."}]},{"direction":"cost","counterparty":"전문건설 하도급 협력사","counterparty_slug":null,"confidence":"mid","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"골조·전기·설비·마감 등 전문공사를 하도급 협력사에 발주. 종합건설 원가의 큰 축.","note_en":"Subcontracts structural, electrical, MEP and finishing work to specialty partners - a large share of GC cost.","sources":[{"stance":"mentions","publisher":"금융감독원 DART","publisher_en":"FSS DART","kind":"filing","lang":"ko","published_at":"2026-03-18","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260318001029","title":"대우건설 사업보고서 (2025.12)","title_en":"Daewoo E&C annual report (FY2025)","excerpt":"전문건설 하도급 협력사에 세부 공사 발주.","excerpt_en":"Subcontracts detailed works to specialty partners."}]}]}