[Featured Stocks] Secondary Battery Stocks Rise Together... Ecopro Up Over 8%

Shares related to secondary batteries, which have recently been weak due to concerns over mutual tariffs from the U.S., are showing a simultaneous upward trend in the domestic stock market on the morning of the 4th. This is analyzed to be the result of bargain buying as well as securities industry analysis suggesting that, for some stocks, the impact of mutual tariffs may be limited compared to the concerns.

As of 10:02 a.m. on this day, Lotte Energy Materials' stock price is trading at 22,150 KRW per share, up 4.24% from the previous close. LG Energy Solution, which had fallen to around 310,500 KRW in early trading, also turned to an upward trend, recording 325,000 KRW, up more than 3%. POSCO Future M rose 4.42%, and L&F increased by 4.35%. In the KOSDAQ market, EcoPro BM and EcoPro are each recording gains in the 6-8% range.

This is interpreted as a bargain buying movement following the recent decline in secondary battery stocks. Currently, in the securities industry, there is also analysis that the impact of mutual tariffs imposed by the Donald Trump U.S. administration may be limited for some stocks compared to the concerns.

Jinsoo Jeong, a researcher at Heungkuk Securities, stated in a report on the day, "This tariff increase is expected to directly and indirectly affect battery cell prices," but also evaluated that "the battery products directly affected are limited to ESS." He suggested focusing on stocks related to copper foil (Lotte Energy Materials), which is excluded from the tariff increase, and anode materials (POSCO Future M), which may have some relief in competition with China.

Yerim Kim, a researcher at Korea Investment & Securities, also diagnosed, "Overall, the export proportion to the U.S. of Korean cathode material companies in 2025 is about 12%, which is not large. Cell companies have factories in the U.S., so the impact is limited." According to researcher Kim, L&F has no export volume to the U.S., and a significant portion of its sales to Tesla is understood to be for China and Europe. EcoPro BM's U.S. sales mostly correspond to Ford's volume, which is supplied to BlueOvalSK, produced in the U.S. in the second quarter, so the tariff impact is expected to be limited.