사진 확대
Domestic robot stocks, which simultaneously highlighted growth expectations and valuation burdens in the wake of the listing of Chinese robot company Unity, rebounded a day before the Hyundai Motor CEO Investor Day event. With small and medium-sized KOSDAQ stocks with trading history with Hyundai Motor Group soaring to double digits, attention is focusing on whether Hyundai Motor’s robotics strategy will materialize at the event on the 26th.
KNR System closed 15.92% higher and TX Alobotics closed 11.86% higher on the KOSDAQ market on the 25th compared to the previous trading day. Other KOSDAQ robots such as SBB Tech, Everybot, and Robotis also rebounded.
KNR System has hydraulic robot technology and it’s BostonI have a history of supplying hydraulic actuators to this mix. TX Alobotics won an order for Hyundai Motor’s autonomous logistics robot (AMR) for its Alabama plant in the U.S. in March.
Unitree closed at 845 yuan on the 19th, up 460.34% from its initial public offering price of 150.8 yuan. However, it fell for three consecutive trading days from the 20th to the 24th, closing at 603.08 yuan on the 24th. Compared to the intraday high of 1,100 yuan on the first day, it is 45.17% lower and 28.63% lower than the closing price on the first day.
Kim Sung-rae, a researcher at Hanwha Investment & Securities, said in a recent report, “The giant market that will generate the basic cash flow of the robot industry is not entertainment, but manufacturing and logistics sites,” and pointed out that a reference is needed to assist or replace high-load work.
Hyundai Motor will hold its CEO Investor Day on the 26th. Only the schedule of the event was announced on Hyundai Motor’s IR page, and it was not disclosed whether Robotics was a detailed agenda. However, Hyundai Motor Group announced its plan to build a system that can produce 30,000 robots annually by 2028 at CES in January this year, and to deploy electric Atlas to electric vehicle plants in Georgia in the same year.
IBK Investment & Securities is Boston assuming that it will sell 30,000 Atlas units, 15,000 Stretches and 20,000 Spot units in 2030Lee Na-mix’s sales were estimated at 10.876 trillion won.
[Reporter Shin Yoonjae]