image text translation
HD Hyundai Electronic Hosung Heavy Industries
High pressure power infrastructure virtually monopoly
Kimulgi reporter
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[Macroeconomic]
Input 2025.09.26 17.23
765KV variable in the United States only production
Data Center renewable energy surge
picture
Transformer
The domestic power device industry is the US ultra -high pressure power infrastructure market
Instead of building an exclusive status in
It is. In particular, HD Hyundai Electronic and Hyosung Heavy Industries
765kV ultra -high pressure transformer market in the United States
While securing large -scale wrinkles
According to Daishin Securities, HD Hyundai Ille Truck recently to the US.
Sex for orders of 2778 billion won of 24 units of 765kV
It is ball. The company is the only 765kV transformation in the United States
It is equipped with an alliance, so every time the demand increases,
I am enjoying exclusive beneficiary:
Yosung Heavy Industries also has 765kV ultra -high pressure in the United States this year.
The transformer reactor, the breaker back package is 200 billion won
It is not known that it has been ordered. Both companies
The brand value and the brand value and
It is strengthening its sales power at the same time.
https://www.creditnews.kr/news/articleView.html
HD Hyundai Electric and Hyosung Heavy Industries, US ultra -high pressure power infrastructure
Concerns about US tariff burden are also resolved. The securities price is expected to be able to transfer more than 50% of tariffs to customers. The price of the product, which is actually applied, is about 85% of the sales, and the actual tariff burden is expected to be limited than the market concern.
An official of the industry said, “The demand for construction of the US 765kV transmission network is continuously increasing, and domestic companies can use their exclusive status to secure stable profits.”
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Really great Korean company. .
Trump doesn’t seem to be in this area.