Jan 22: 8 Strong Themes — Political Ties (Cho Kuk), Battery
8 strong themes — 8 recurred. Top: Political Ties (Cho Kuk) +26.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Political Ties (Cho Kuk) | Hwacheon Machinery | +29.90% | |
| Battery | Hannong Chemicals | +29.83% | |
| Lithium | Hydro Lithium | +29.98% | |
| Semiconductor Materials & Components | Fine Semitech | +23.57% | |
| Beauty & Cosmetics | InkredibleBuzz | +11.92% | |
| Semiconductor Equipment | Fine Semitech | +23.57% | |
| Superconductors | SuNAM | +29.91% | |
| Autonomous Driving | Suresofttech | +19.98% |
Political Ties (Cho Kuk) led the Jan 22 session with an average change of 26.91%, returning after a 412-day gap. Hwacheon Machinery rose 29.9%.
Battery names also ran hot. Battery averaged 23.6% with all 9 stocks up, while Lithium followed at 20.95%, led by Hydro Lithium at 29.98%.
Chip names joined in: Semiconductor Materials & Components averaged 13.62%, and Semiconductor Equipment 8.16%. Fine Semitech led both lists with 23.57%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Cho Kuk) | recurred after 412 days | +26.9% | 2/2 | Hwacheon Machinery |
| 2 | Battery | recurred after 2 days | +23.6% | 9/9 | Hannong Chemicals |
| 3 | Lithium | recurred after 2 days | +20.9% | 9/9 | Hydro Lithium |
| 4 | Semiconductor Materials & Components | recurred after 3 days | +13.6% | 10/10 | Fine Semitech |
| 5 | Beauty & Cosmetics | recurred after 13 days | +9.6% | 10/10 | InkredibleBuzz |
| 6 | Semiconductor Equipment | recurred after 3 days | +8.2% | 10/10 | Fine Semitech |
| 7 | Superconductors | recurred after 143 days | +7.4% | 10/10 | SuNAM |
| 8 | Autonomous Driving | recurred after 8 days | +6.8% | 10/10 | Suresofttech |
Theme by Theme
1. Political Ties (Cho Kuk) (recurred after 412 days)
- Episode: started 2026-01-22, day 1
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2. Battery (recurred after 2 days)
- Episode: started 2026-01-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SFA Nexel 222080 | +30.0% | 9,240 | |
Hannong Chemicals 011500 | +29.8% | 22,850 | ★ |
Kangwon Energy 114190 | +28.2% | 17,640 | |
Lotte Energy Materials 020150 | +26.6% | 42,350 | |
Cenotec 222420 | +26.2% | 1,150 | |
Philenergy 378340 | +20.4% | 15,130 | |
Samsung SDI 006400 | +18.7% | 384,500 | |
Sebitchem 107600 | +16.3% | 34,300 | |
Isu Specialty Chemical 457190 | +16.2% | 102,300 |
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3. Lithium (recurred after 2 days)
- Episode: started 2026-01-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hydro Lithium 101670 | +30.0% | 2,380 | ★ |
Lithium-for-earth 073570 | +30.0% | 1,067 | |
Joongang Advanced Materials 051980 | +29.9% | 2,780 | |
Kangwon Energy 114190 | +28.2% | 17,640 | |
MNTECHCo 095500 | +16.6% | 12,100 | |
Sebitchem 107600 | +16.3% | 34,300 | |
SungEel HiTech 365340 | +16.1% | 57,000 | |
Kwangmu 029480 | +11.2% | 2,640 | |
Ecopro 086520 | +10.4% | 105,000 |
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- [ET특징주] 리튬 가격 고공행진에… 하이드로리튬 주가 ‘상한가’ — 전자신문 (Korean)
4. Semiconductor Materials & Components (recurred after 3 days)
- Episode: started 2026-01-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lake Materials 281740 | +29.9% | 21,050 | |
Fine Semitech 036810 | +23.6% | 38,800 | ★ |
HLB innoVation 024850 | +23.3% | 2,940 | |
Megatouch 446540 | +10.3% | 4,130 | |
Protec Mems Technology 147760 | +9.8% | 3,600 | |
Doosan 000150 | +9.1% | 900,000 | |
Duksanhimetal 077360 | +8.5% | 8,190 | |
INNOX Advanced Materials 272290 | +7.4% | 26,850 | |
Chunbo 278280 | +7.3% | 52,200 | |
Duksan Techopia 317330 | +7.2% | 18,100 |
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- [장중수급포착] 에프에스티, 기관 6일 연속 순매수행진… 주가 +22.13% — 뉴스핌 (Korean)
- [단독] 에프에스티, 삼성 2나노 ‘핵심 파트너’ 낙점…美 테일러팹 전용 장비 수주 — 아주경제 (Korean)
5. Beauty & Cosmetics (recurred after 13 days)
- Episode: started 2026-01-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Genic 123330 | +14.5% | 18,980 | |
InkredibleBuzz 064090 | +11.9% | 1,540 | ★ |
Apr 278470 | +11.5% | 286,000 | |
Pum-tech Korea 251970 | +10.4% | 59,500 | |
Cosmecca Korea 241710 | +10.0% | 81,200 | |
Neopharm 092730 | +9.6% | 19,110 | |
HLB Global 003580 | +7.5% | 2,435 | |
Englewood Lab 950140 | +6.9% | 11,600 | |
SMCG 460870 | +6.6% | 3,550 | |
PharmaResearch 214450 | +6.5% | 456,000 |
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6. Semiconductor Equipment (recurred after 3 days)
- Episode: started 2026-01-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Fine Semitech 036810 | +23.6% | 38,800 | ★ |
Intekplus 064290 | +10.3% | 16,410 | |
Seojin System 178320 | +8.3% | 32,050 | |
Dawon Nexview 323350 | +7.2% | 9,650 | |
GnBS eco 382800 | +6.7% | 3,040 | |
Hanwha Vision 489790 | +6.5% | 54,400 | |
Exicon 092870 | +5.7% | 18,340 | |
Xavis 254120 | +4.6% | 1,445 | |
Protec 053610 | +4.5% | 37,300 | |
UniTest 086390 | +4.4% | 11,900 |
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- [장중수급포착] 에프에스티, 기관 6일 연속 순매수행진… 주가 +22.13% — 뉴스핌 (Korean)
- [단독] 에프에스티, 삼성 2나노 ‘핵심 파트너’ 낙점…美 테일러팹 전용 장비 수주 — 아주경제 (Korean)
7. Superconductors (recurred after 143 days)
- Episode: started 2026-01-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SuNAM 294630 | +29.9% | 3,540 | ★ |
Amotech 052710 | +19.9% | 10,470 | |
Dcksung 004830 | +4.8% | 4,910 | |
Power Logics 047310 | +3.9% | 6,420 | |
Shinsung Delta Tech 065350 | +3.7% | 59,500 | |
Wonik Pne 217820 | +3.6% | 4,010 | |
Mobiis 250060 | +3.2% | 7,720 | |
Inzi Display 037330 | +2.2% | 1,443 | |
LS ELECTRIC 010120 | +2.2% | 517,000 | |
Top Engineering 065130 | +0.7% | 3,655 |
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8. Autonomous Driving (recurred after 8 days)
- Episode: started 2026-01-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Suresofttech 298830 | +20.0% | 10,210 | ★ |
Furonteer 370090 | +7.3% | 15,900 | |
CHEMTRONICSCo 089010 | +6.7% | 32,850 | |
Edge Foundry 105550 | +5.9% | 1,476 | |
Yujin Robot 056080 | +5.8% | 36,200 | |
Autocrypt 331740 | +5.4% | 16,330 | |
Ace Technologies 088800 | +5.1% | 2,995 | |
Dasan DMC 208860 | +4.6% | 1,465 | |
Ranix 317120 | +3.7% | 2,235 | |
Pamtek 271830 | +3.0% | 1,710 |
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Closing Thoughts
Every theme in the data is on a streak of 1. The first open question is whether Battery and Lithium extend beyond Jan 22.
Superconductors returned after a 143-day gap behind SuNAM at 29.91%, and Suresofttech rose 19.98% in Autonomous Driving. The next sessions will show whether these moves hold.