Hurem Robot closed higher in after-hours trading on the 2nd. As artificial intelligence (AI) extends into 'physical AI' that operates in real spaces such as robots, automobiles, and manufacturing equipment, attention is also turning to technologies for the stable supply of energy to robots.

■ 2.04% Rise in After-Hours Trading... Monday's Trend Draws Attention

Hurem Robot closed at 6,490 won in after-hours trading that day, up 130 won (2.04%) from the reference price of 6,360 won. It opened at 6,370 won, rose as high as 6,550 won during the session, with a low of 6,300 won. Trading volume reached 1,315,973 shares, with a transaction value of about 8.495 billion won. Monday's trend is drawing attention.

■ Physical AI Spreads... Power Supply Technology Also in Focus

In the industry recently, the scope of AI technology application is rapidly expanding beyond software into physical space. Physical AI refers to technology in which AI is embedded in robots, automobiles, and manufacturing equipment to perceive and judge the surrounding environment and then perform actual actions.

Accordingly, power supply technology needed for robots and automation equipment to move autonomously for long periods is also becoming increasingly important. In particular, wireless power transfer technology—whereby devices automatically receive energy when they approach a designated position, moving away from the method of people manually connecting cables for charging—is being cited as one of the foundational technologies of related industries.

■ Government Gradually Expands Institutional Foundation for Wireless Charging

The Ministry of Science and ICT allocated the 85 kHz band for electric vehicle wireless charging in 2022, followed in 2023 by easing regulatory burdens on wireless chargers for electric vehicles of 11 kW or less. In 2025, it also reduced licensing burdens for industrial wireless chargers of 1 kW or less, gradually broadening the foundation for utilizing wireless power technology in industrial settings.

■ Securing Robot Uptime Directly Linked to Productivity

As physical AI expands into manufacturing sites, logistics, and services, securing continuous robot operating time may emerge as a key challenge. For mobile robots deployed in factories or logistics centers, reducing downtime caused by manual charging during operations can be directly linked to productivity.

The market is paying attention to the possibility that the expansion of the physical AI industry will extend to surrounding industries such as industrial robots, autonomous robots, sensors, control systems, and charging infrastructure.

■ Whether Hurem Robot Directly Benefits Requires Separate Verification

Hurem Robot is a company whose main business areas are industrial robots and automation systems. Accordingly, how the expansion of policies for the overall robot industry and investment flows related to physical AI will affect investor sentiment is also a point of interest.

However, it cannot be concluded that the expansion of wireless power transfer policies will directly lead to increased sales or orders for Hurem Robot. Whether individual companies actually benefit must be verified separately through factors such as possession of related technology, product application scope, customer investment plans, and order status.

As Hurem Robot recently disclosed the results of its general public offering capital increase to the market, its future stock price should be examined not only in light of robot industry policies but also in terms of its business direction after fundraising and changes in its financial structure.

In the process of physical AI spreading into real industries, the importance of foundational infrastructure—such as power supply, charging, and communications—is growing, alongside robots' judgment capabilities. How quickly the robot industry ecosystem expands, centered on the convergence of AI and energy technologies, will be a key point to watch going forward.

[This content does not recommend the purchase or sale of specific stocks, and investment decisions and responsibility rest with the investor. The impact of government policies and industrial changes on individual companies' performance may vary by company. AI assistance was used in writing and reorganizing the sentences of this article.]