Power, electric, and battery stocks are showing clearly mixed movements by individual stock. As the government emphasizes fostering advanced industries such as artificial intelligence (AI), semiconductors, batteries, and robots as future growth engines, along with expanding investment and strengthening industrial ecosystems, attention on related infrastructure demand continues.

■ Power and Electric Stocks Show Mixed Movements by Stock

According to the market, Hyosung Heavy Industries fell 3.2 million won (-1.13%) from the previous trading day to 2.79 million won. During the session, it rose as high as 2.85 million won but was pushed down to as low as 2.765 million won, showing volatility.

HD Hyundai Electric rose 4,000 won (0.59%) to 677,000 won. Its intraday high was 685,000 won and its low was 659,000 won.

■ Samsung SDI Shows Relative Strength Among Battery Stocks

Among battery stocks, Samsung SDI showed relatively strong momentum. Samsung SDI rose 12,000 won (2.32%) from the previous trading day to 529,000 won, climbing as high as 530,000 won during the session.

L&F also rose 600 won (0.53%) to 114,000 won. It rose as high as 115,800 won during the session, with a low of 110,100 won.

■ Advanced Industry Promotion Policy Stimulates Investment Sentiment

The market is focusing on the possibility that the expansion of AI, semiconductor, battery, and robot industries could translate into mid- to long-term demand for electricity, investment in power equipment and grids, energy storage systems (ESS), and battery infrastructure. However, individual stock movements on the day were mixed depending on supply and demand and price burdens, rather than the entire sector rising together.

The government's policy of fostering advanced industries is also a background that could stimulate investment sentiment in related stocks. On September 30, the government held the ninth National Advanced Strategic Industry Committee meeting chaired by Prime Minister Han Duck-soo, discussing the designation of specialized national advanced strategic industry complexes in the robot, defense, and secondary battery sectors, as well as measures to spread AI robots and physical AI.

Prime Minister Han Duck-soo stated that advanced industries such as AI, semiconductors, batteries, and robots are creating new markets and bringing changes to economic growth and industrial structure. Accordingly, he emphasized the importance of efforts to foster advanced industries as future growth engines and to strengthen corporate investment and industrial ecosystems.

■ Key Focus: Whether Additional Demand for Power Equipment Materializes

For the power equipment sector, the key point to watch going forward will be whether expanded investment in advanced industries that use large amounts of electricity — such as AI data centers, semiconductor factories, and battery and robot production facilities — translates into additional demand for power grids, transformers, and distribution equipment.

However, since policy direction does not immediately lead to improved performance for individual companies, it is necessary to also confirm actual order intake, facility investment scale, and changes in profitability.

[This article was written based on publicly available government materials and market data, and is not a recommendation to invest in any specific stock. Stock prices may fluctuate depending on supply and demand, industry conditions, and corporate performance, and investment decisions and responsibilities lie with the investor. AI assisted in the writing of this article.]