HD현대중공업, 이익률 21% '엔진사업' 데이터센터 특수 기대감

HD Hyundai's HiMSEN engine business is emerging as a high-margin revenue driver, achieving a 21% profit margin far exceeding typical heavy manufacturing industries while generating 18.6% of company-wide profits. The strategic pivot toward US data center power supply—including a record $627 million AEG contract—directly addresses explosive AI and cloud infrastructure demand for reliable distributed power generation. With industry-leading positions in alternative fuel and ammonia engine technology, the company is positioned to capture significant market share in decarbonized power generation while facing production capacity constraints that will drive future facility expansion.