[Featured Stock] Aelux Hits New High on Expected Growth in Nanodrone Exports to the US

Aerux's stock price is showing strong performance in early trading. This is interpreted as a positive effect on the stock price due to expectations that it will benefit from the U.S. tightening regulations on Chinese drone companies.

As of 9:15 a.m. on the 17th, Aerux is trading at 16,000 KRW, up 13.31% (1,880 KRW) compared to the previous session. During the session, it surged to 16,140 KRW, setting a new 52-week high.

Aerux, which has been producing educational robots, expanded its business in 2020 to include drone manufacturing based on its existing coding technology. In particular, Aerux's main product is a nano drone weighing less than 250g, which has high utility not only for entertainment due to its small size and low noise but also for construction sites, military confidential operations, reconnaissance, and other military purposes. The global drone industry market is expected to grow from approximately 32 trillion KRW in 2021 to about 146 trillion KRW by 2032.

Above all, due to the impact of the U.S.-China trade conflict, DJI, a Chinese drone company dominating the world's largest market, the U.S., is under intense government scrutiny, creating an atmosphere where Aerux is emerging as a beneficiary stock. Lee Sangheon, a researcher at iM Securities, said, "When Aerux first entered the U.S. market in 2023, it faced regulations that prohibited selling drones containing more than 10% Chinese-made parts in the U.S., so it has actively pursued localization of parts." He added, "Exports and sales growth to the U.S. are expected to accelerate starting this year."