Wriggling Before Stock Price Surge... Samsung SDI, LG Ensol Flip ESS Market with All-Solid-State / Secondary Battery Sector Looks Unusual

Summary

CEO Lee Kwon-hee discusses the recent rebound in the secondary battery sector, focusing on LG Energy Solution's large ESS order and Samsung SDI's all-solid-state battery leadership. He identifies LNF and Ecopro BM as key cathode material plays, and maintains a bullish view on power equipment stocks. The overall tone is positive on selective battery stocks driven by AI data center and ESS demand.

• LG Energy Solution's 2.4 trillion won ESS order provides a strong catalyst for the stock and the sector.
• Samsung SDI is the leader in all-solid-state battery technology and expected to mass-produce soon.
• LNF is highlighted as the best cathode material stock benefiting from ESS and AI BBU demand.
• Ecopro BM's Hungary factory gives it a Europe localization advantage.
• Power equipment sector remains attractive; recent corrections are buying opportunities due to multi-year order backlogs.
• All-solid-state batteries are increasingly considered for robotics due to safety requirements.
• EV market recovery in the U.S. is delayed, but structural demand from data centers is boosting ESS.
• The host and Lee agree that the battery sector's move is more than a rotation; it may break previous highs.