전력 3사, 북미 덕에 1분기 '질주'…실적 개선세 이어간다

Korean power equipment makers are benefiting from structural growth in North American grid modernization, fueled by AI datacenter expansion and renewable energy transition. With their characteristic business model of 1-3 year revenue recognition from order to delivery and 3+ years of secured backlog, these companies are positioned for sustained profit growth beyond the current quarter.