[Special Stock] US Imposes Sanctions on Chinese Drones... Domestic Drone Stock Aerux Up 7.20%

As the United States intensifies sanctions against Chinese drone companies, the stock price of Aelux, a domestic robot and drone-related company, is on the rise.

As of 9:13 AM on the 6th, Aelux was trading at 12,810 KRW, up 860 KRW (7.20%) from the previous trading day.

On the same day, Shinhan Investment Corp. evaluated Aelux as "a company where robots are the cash cow (source of revenue) and export drones are the growth engine," adding that "it is the core value chain of the two major growth themes of robots and drones, and its performance and valuation (stock price level relative to corporate value) are the best in the industry."

Seunghwan Choi, a researcher at Shinhan Investment Corp., said, "As drones become weaponized, the U.S. government has started sanctioning Chinese companies that account for 85% of the U.S. market," adding, "Aelux has competitiveness equal to China in lightweight drones, a history of winning the CES 2025 Innovation Award at the world's largest electronics and IT exhibition, expected high export growth benefiting from decoupling from China, and stable growth potential."

He continued, "This year, sales are estimated at 80.5 billion KRW and operating profit at 9.2 billion KRW, up 29.2% and 36.5% respectively compared to last year," adding, "Considering that both domestic and U.S. peer companies are loss-making, it has a rare fundamental strength."