What is Biden Duck Ball?… Batteries, solar power, hydrogen, and wind power are floating

Enter 2021.01.10 06:00

Battery makers for the last month (December 8, 2020-January 8, 2021) based on the closing price on the 8th SK innovation (096770)Rose 60.7%. Of the same industry LG Chem (051910)and Samsung SDI (006400)It also rose 23.1% and 33.6%, respectively.

The stock prices of eco-friendly energy companies, which are considered the beneficiaries of President-elect Joe Biden, are rising again ahead of President Biden’s inauguration. Leading by secondary batteries, stocks related to solar, hydrogen, and wind power are also strong.

As Biden’s election was confirmed and the Democratic Party dominated both the Senate and House, the prospect that the eco-friendly energy promotion policy would be implemented in earnest stimulated investment sentiment. In this case, it is likely that the stock prices of domestic eco-friendly energy companies will gain momentum in the mid to long term.



During the same period, the share price of Hanwha Solutions among solar energy-related companies rose 20.2%. Hyundai Energy Solutions also rose 17.7%.

Doosan Fuel Cell, a hydrogen energy company, followed by 27.1%, a wind energy company. CS Wind (112610)Rose 48.3%. Recently, the news that SK Group is entering the global hydrogen market by investing in the US hydrogen energy company Plug Power. SK(034730)It also rose by 20.1%.

President-elect Biden, whose inauguration ceremony is scheduled for the coming 20th (local time), has promoted the eco-friendly energy industry as a key pledge from last year. The Korean government also announced the’Green New Deal’ aimed at fostering the renewable energy industry throughout the year.



US President-elect Joe Biden is speaking in Wilmington, Delaware, on the 6th (local time). /AP Yonhap News

Experts predicted that the eco-friendly energy sector will continue to rise in the mid to long term thanks to the Biden administration’s eco-friendly policies and the Korean government’s green new deal.

Minseo Cho, a researcher at Shinhan Investment Corp. said, “With the election of President Biden of the United States and the seizure of the Senate and House of Representatives of the Democratic Party, the new and renewable energy policy is expected to gain momentum.” “There is.”

Shin Seung-jin, a researcher at Samsung Securities, predicted, “The Korean government is also reducing the proportion of fossil energy and promoting the transition to new and renewable energy by declaring carbon neutrality in 2050 with the Green New Deal.”

However, Lee Jeong-yeon, a researcher at Meritz Securities, said, “The interest in eco-friendly stocks needs to be approached from a mid- to long-term perspective even after President Biden was elected.” .

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