Driven by the global shipbuilding boom and growing expectations for an expansion in eco-friendly ship orders, shipbuilding engine stocks are showing strength across the board. Buying momentum is spreading to engine and equipment-related stocks.

The trends of major engine stocks during the morning session on the 1st are as follows:

• Hanwha Engine: Trading at 55,000 won, up 4,000 won (7.84%) from the previous trading day. During the session, it surged to as high as 57,400 won, demonstrating strong upward momentum.
• HD Hyundai Marine Engine: Traded at 65,200 won, soaring 6,600 won (11.26%) and recording the highest gain among engine stocks. Its intraday high reached 66,800 won, attracting intense investor interest.
• STX Engine: Continuing its upward trend at 30,600 won, up 1,300 won (4.44%). It rose to as high as 31,550 won during the session, showing a solid performance.

The market forecasts that demand for marine engines will increase as orders for liquefied natural gas (LNG) carriers, container ships, and naval vessels continue to flow in. In particular, the expanding adoption of dual-fuel (DF) engines and eco-friendly marine propulsion systems, driven by stricter environmental regulations from the International Maritime Organization (IMO), is evaluated as a positive catalyst for the entire sector.

The high order backlogs of shipbuilders are also acting as a factor that improves earnings visibility for engine stocks. As new shipbuilding schedules continue, engine supply volumes are expected to expand, helping to revive investor sentiment.

The securities industry diagnoses that if the shipbuilding supercycle and expanding investment in the global shipping market persist, engine stocks are likely to maintain their medium- to long-term growth trajectory. However, future stock price movements may exhibit volatility depending on raw material prices, exchange rates, and the pace of new orders, warranting caution.

[This article was written with the assistance of AI. This article does not constitute investment advice, and the final decision and responsibility for investments lie with the investor.]