Domestic secondary battery stocks are experiencing strong gains throughout the day, driven by the U.S. tightening regulations on Chinese battery supply chains and increasing demand for energy storage systems (ESS) due to the rise of artificial intelligence (AI).
According to the Korea Exchange, as of 1:40 PM, Samsung SDI was trading at 586,000 won, up 56,000 won (10.38%) from the previous trading day.
At the same time, LG Energy Solution rose by 25,000 won (6.20%) to 428,000 won, while SK Innovation increased by 8,400 won (5.53%) to 160,300 won.
Posco Future M also saw a rise of 15,400 won (8.97%) to 187,000 won, and Posco Holdings was up 15,500 won (5.06%) to 312,000 won.
This surge is interpreted as a response to the U.S. supply chain regulations and expectations for growth in the AI data center ESS market.
As the U.S. intensifies its efforts to reduce reliance on Chinese batteries, South Korean battery companies that secure a non-Chinese supply chain and technological capabilities are expected to benefit.
The role of secondary batteries is becoming increasingly important in addressing power supply issues for data centers driven by AI. These data centers require a stable power supply and must be able to buffer fluctuations in power demand and respond to emergencies.
Strong rebounds in secondary battery stocks are also anticipated in the KOSDAQ market. EcoPro, classified as a leading secondary battery stock, was trading at 87,100 won, up 5,700 won (7.01%) from the previous trading day as of 1:45 PM. EcoPro BM was up 5,700 won (5.24%) to 112,600 won.
At the same time, LN F was trading at 97,600 won, up 4,100 won (4.33%).
* This article has been translated by AI.
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