[Market Focus] Zaigle Surges 29% on Tesla Robotaxi Expectations

Zaigle, considered a secondary battery-themed stock, is surging on June 26.

As of 10:00 a.m. on this day, Zaigle is trading at 5,640 won, up 1,300 won (29.95%) compared to the previous trading day.

The launch of Tesla's fully autonomous (driverless) robotaxi appears to have acted as a positive catalyst. Tesla CEO Elon Musk announced via social media that a paid pilot operation had begun in Texas, congratulating the AI software and chip design teams on the successful robotaxi launch.

Zaigle, a sodium-ion battery manufacturer, is regarded as a secondary battery-themed stock. Last year, Zaigle acquired the battery business division of CM Partner, the only domestic company engaged in the LFP (lithium iron phosphate) battery business.

With Tesla starting its robotaxi service in the United States, there are rising expectations that domestic secondary battery stocks will see an upward trend.

Lee Changmin, a researcher at KB Securities, stated in a report on June 24, "As previously announced, Tesla's robotaxi service has begun in Austin, Texas," and explained, "Tesla plans to operate robotaxis in more than 20 cities, including Los Angeles and San Francisco, by the end of 2026."

He added, "We maintain a positive outlook on Tesla's value chain within the secondary battery sector," analyzing, "This is because Tesla's mid- to long-term electric vehicle sales visibility is expected to far surpass that of traditional automakers."

Lee also forecast, "A significant amount of electricity is consumed in autonomous driving computing for self-driving cars," and predicted, "If autonomous vehicles become commercialized, electricity consumption will increase sharply, which is likely to boost demand for batteries with high energy density."