Major power equipment and secondary battery stocks are rising simultaneously during trading, drawing market attention. With the expansion of global power infrastructure investment, the increase of AI data centers, and expectations for energy storage system (ESS) market growth all converging, buying interest is flowing into related sectors across the board.

During trading on the 29th, Hyosung Heavy Industries rose by 42,500 won (4.25%) from the previous day to trade at 3,235,000 won. HD Hyundai Electric climbed 49,000 won (5.55%) to reach 932,000 won. The battery sector also showed clear strength. Samsung SDI gained 37,000 won (8.13%) to reach 492,000 won, while LG Energy Solution surged 13,000 won (13.14%) to record 111,900 won.

■ Power Equipment Stocks Driven by Global Demand With the recent expansion of global power grids and the growing need to replace aging transmission and distribution equipment, expectations for the power equipment sector are rising. As construction of AI data centers and semiconductor factories continues, demand for transformers, circuit breakers, and extra-high-voltage power equipment is steadily increasing.

Hyosung Heavy Industries is expanding its orders in overseas markets such as North America and the Middle East, focusing on extra-high-voltage transformers and power equipment. HD Hyundai Electric is also being evaluated as a prime beneficiary of the expansion in global power infrastructure investment. As the supply shortage for power equipment persists, expectations for improved earnings continue to build.

[This article was written with the assistance of AI. This article is not a recommendation to invest, and the final decision and responsibility for any investment rest with the investor.]