[Digital Daily] Sanil Electric is rapidly emerging as a prime beneficiary of the surging demand for power infrastructure, driven by expanding investments in artificial intelligence (AI) data centers. Amid a continued boom in the extra-high voltage transformer market, the securities industry projects that the company's earnings growth trend will persist for the time being.

As of the morning trading session on the 8th, Sanil Electric traded at 215,000 KRW, down 10,500 KRW (4.75%) from the previous trading day. Although the stock has shown short-term weakness due to a recent broader market correction, market expectations regarding its mid-to-long-term growth remain strong.

In a report published on the 4th, Korea Investment Securities evaluated Sanil Electric, stating, "The momentum from expanding supply for data centers remains robust," and predicted that "the trend of earnings improvement will continue." In particular, Researcher Jang Nam-hyun analyzed that Sanil Electric's growth has now entered its initial phase. Accordingly, the firm significantly raised its target price for Sanil Electric by 28.6%, from 210,000 KRW to 270,000 KRW. This adjustment is interpreted as actively reflecting the potential for earnings growth driven by the expansion of the data center and power infrastructure markets.

The market assesses that the importance of power equipment companies, alongside semiconductors, is being rapidly highlighted in the recent growth process of the AI industry. As competition over AI servers intensifies centered around Nvidia, data center construction is increasing globally, which is fully igniting competition to build power infrastructure. AI data centers consume significantly more electricity than general industrial facilities. Consequently, the demand for transformers, distribution equipment, and power devices necessary for stable power supply is structurally expanding.

Sanil Electric is cited as a company with solid competitiveness in the fields of extra-high voltage transformers and switchgear. In particular, the expansion of power grid investments and data center expansion demand, primarily in the North American market, are cited as the core drivers for its earnings improvement. The industry predicts that if the growth trend of the AI industry continues, the benefits for power infrastructure-related companies could persist over the long term. As a result, Sanil Electric is being reassessed not simply as a power equipment manufacturer, but as one of the "core beneficiary stocks of the AI infrastructure era."

[This article was written based on publicly available market data and provided market price information, utilizing artificial intelligence (AI) technology in the process of drafting the article and organizing information. The final content was produced through a review and editing process. The information provided in this article is intended for general investment information purposes and does not constitute a solicitation to invest in any specific stock or financial product. Investing in the stock and financial markets carries the risk of principal loss, and all responsibility for investments lies solely with the investor. Please ensure to check relevant public disclosures and official materials before making investment decisions. This publication does not bear any legal or financial liability for the provided information.]