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HD Hyundai Electric is set to achieve a 27% operating profit margin this year, driven by rising demand for ultra-high-voltage transformers linked to AI-driven data center investments. The company, along with LS Electric and Hyosung Heavy Industries, is benefiting from significant profitability in the power equipment sector, with HD Hyundai Electric's order backlog primarily consisting of lucrative U.S. contracts. Despite potential oversupply concerns, the industry expects supply shortages to persist for at least three years, leading to cautious expansion and increased R&D efforts.