What Happened? : Shigong Tech’s $12.7B Deal with Hyundai E&C

Shigong Tech has secured a contract with Hyundai E&C for the ‘Hanadreamtown Group Headquarters New Construction Project – Office Floor Interior Work (3rd Zone)’. The contract value is $12.7 billion, representing 8.6% of Shigong Tech’s revenue. The contract period is eight months, from September 24, 2025, to May 31, 2026.

Why It Matters: Fundamentals and Market Analysis

Shigong Tech boasts strong fundamentals. In the first half of 2025, the company recorded consolidated revenue of $885 million, a 58% year-on-year increase. They are also achieving results in new business areas such as AI, VR, and AR. Furthermore, the company maintains a debt-free management structure, showcasing excellent financial health.

The exhibition and cultural industry is experiencing steady growth, with the integration of advanced technologies like AI, VR, and AR providing new growth drivers. Shigong Tech holds a competitive edge through its extensive project experience and patents.

What’s Next? : Short-Term and Long-Term Impact Analysis

In the short term, this contract is expected to positively impact Shigong Tech through increased revenue, improved profitability, enhanced corporate credibility, and potentially boost stock prices. However, careful management of cost ratios, considering fluctuations in raw material prices and labor costs, and short-term fund management planning are essential.

In the long term, this contract is projected to strengthen Shigong Tech’s capabilities in interior work, enhance competitiveness in securing similar-scale projects, support new business expansion, and contribute to continued growth.

What Should Investors Do? : Investment Perspectives and Action Plan

This contract is likely to further solidify Shigong Tech’s growth trajectory. Investors should closely analyze contract implementation conditions, profit margins, and other factors to assess actual financial performance. Continuous monitoring of external factors such as fluctuations in raw material prices and exchange rates is also crucial.

  • Key Investment Points:
  • Monitor contract implementation progress and profitability
  • Continuously observe the impact of exchange rate fluctuations
  • Analyze trends in new orders
  • Observe stock market reactions and investor sentiment changes