ended3월 30일· 1 sources
[코스닥 액티브픽] AI 전력 수요 수혜…턴어라운드 본격화 I 비나텍①
Why it matters
Vinatech's turnaround from loss to profit is accelerating as AI datacenters drive surge demand for Super Capacitors, making it a key play on the AI infrastructure boom's growing power requirements. The company's strategic pivot from component supply to system-level solutions and hydrogen fuel cell diversification positions it to capitalize on the convergence of AI growth and clean energy transition. Its inclusion in KOSDAQ active ETF and strong revenue growth (38% YoY) reflect the market's validation of energy infrastructure exposure as essential to capturing the AI era's infrastructure trends.
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Growth
175d
Active
AI datacenterSuper CapacitorHydrogen Fuel CellTurnaroundEnergy storage