Jul 1: 8 Strong Themes — Construction (Small & Mid Cap), Power Equipment
8 strong themes — 5 running · 3 recurred. Top: Construction (Small & Mid Cap) +24.5%.
Strong themes8
Top change+24.5%
LeaderDongshinEngineering&Construction
Average change by strong theme
Average change of member stocks, by theme · descending
Theme leaders · recent trend
The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Construction (Small & Mid Cap) | DongshinEngineering&Construction | +30.00% | |
| Power Equipment | Gaon Cable | +28.69% | |
| Electric Cables | Gaon Cable | +28.69% | |
| Semiconductor Equipment | Hanyang Eng | +26.52% | |
| Nuclear | Hanyang Eng | +26.52% | |
| Space & Aerospace (Nuri Rocket, Satellites) | Hanyang Eng | +26.52% | |
| Solar | Jusung Engineering | +20.40% | |
| Semiconductor Materials & Components | Tiger Elec | +21.46% |
On 2026-07-01, every stock in all eight strong themes closed higher. Construction (Small & Mid Cap) led with an average change of 24.52%, and all 10 of its stocks rose.
Power Equipment extended its streak to 3 days with an average change of 20.57%. Dawon Cable rose 29.97% on volume of 31989675 shares, and leader Gaon Cable gained 28.69%.
Hanyang Eng led three themes at once, including Semiconductor Equipment at an average change of 14.82%. Jusung Engineering rose 20.4% and topped Solar as that theme returned.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Construction (Small & Mid Cap) | recurred after 5 days | +24.5% | 10/10 | DongshinEngineering&Construction |
| 2 | Power Equipment | 3 days running | +20.6% | 10/10 | Gaon Cable |
| 3 | Electric Cables | 2 days running | +17.5% | 8/8 | Gaon Cable |
| 4 | Semiconductor Equipment | 2 days running | +14.8% | 10/10 | Hanyang Eng |
| 5 | Nuclear | recurred after 2 days | +13.2% | 10/10 | Hanyang Eng |
| 6 | Space & Aerospace (Nuri Rocket, Satellites) | 2 days running | +12.9% | 10/10 | Hanyang Eng |
| 7 | Solar | recurred after 2 days | +11.0% | 10/10 | Jusung Engineering |
| 8 | Semiconductor Materials & Components | 2 days running | +10.4% | 10/10 | Tiger Elec |
Theme by Theme
1. Construction (Small & Mid Cap) (recurred after 5 days)
- Episode: started 2026-07-01, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
DongshinEngineering&Construction 025950 | +30.0% | 13,780 | ★ |
Nam Hwa Construction Company 091590 | +30.0% | 9,630 | |
KUMHO Engineering & Construction 002990 | +29.9% | 14,540 | |
Ilsung Construction 013360 | +29.9% | 1,576 | |
Sangji Construction 042940 | +29.9% | 8,250 | |
Samho Development 010960 | +29.9% | 4,235 | |
Namkwang Engineering & Construction 001260 | +29.9% | 10,340 | |
Dongbu 005960 | +13.7% | 7,460 | |
Chinhung International 002780 | +11.7% | 879 | |
Woowon Development 046940 | +10.2% | 3,285 |
Related news
- 동신건설, 109억 규모 산이변전소 토건공사 수주 — 이데일리 (Korean)
2. Power Equipment (3 days running)
- Episode: started 2026-06-29, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Dawon Cable 006340 | +30.0% | 13,400 | |
KBI Metal 024840 | +29.9% | 4,825 | |
Seondo Electric 007610 | +29.9% | 5,110 | |
Gaon Cable 000500 | +28.7% | 300,500 | ★ |
GnCenergy 119850 | +22.7% | 27,850 | |
LS Eco Energy 229640 | +15.6% | 60,700 | |
Seojeon Electric Machinery 189860 | +15.6% | 4,710 | |
SemyungElectricMachinery 017510 | +12.8% | 8,650 | |
LS ELECTRIC 010120 | +10.7% | 263,500 | |
TC Materials 125020 | +9.9% | 6,010 |
Related news
- [장중수급포착] 가온전선, 외국인/기관 동시 순매수… 주가 +27.84% — 뉴스핌 (Korean)
- 연이은 가온전선 ‘빅테크 수주’…버스덕트가 뜬다, 왜? — 머니투데이 (Korean)
3. Electric Cables (2 days running)
- Episode: started 2026-06-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Dawon Cable 006340 | +30.0% | 13,400 | |
KBI Metal 024840 | +29.9% | 4,825 | |
Gaon Cable 000500 | +28.7% | 300,500 | ★ |
LS Eco Energy 229640 | +15.6% | 60,700 | |
Iljin Electric 103590 | +9.3% | 83,400 | |
LS 006260 | +9.2% | 399,000 | |
Taihan Cable & Solution 001440 | +8.6% | 36,800 | |
LS Marine Solution 060370 | +8.5% | 29,450 |
Related news
- [장중수급포착] 가온전선, 외국인/기관 동시 순매수… 주가 +27.84% — 뉴스핌 (Korean)
4. Semiconductor Equipment (2 days running)
- Episode: started 2026-06-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanyang Eng 045100 | +26.5% | 38,400 | ★ |
Jusung Engineering 036930 | +20.4% | 242,000 | |
Koses 089890 | +18.4% | 37,000 | |
SUNGDO Engineering & Construction 037350 | +13.2% | 11,200 | |
Tse 131290 | +12.9% | 276,000 | |
Yest 122640 | +12.8% | 39,250 | |
Di 003160 | +11.7% | 28,700 | |
Systems Technology 039440 | +11.3% | 31,600 | |
EugeneTechnology 084370 | +11.2% | 206,500 | |
Shinsung E&g 011930 | +9.8% | 21,000 |
Related news
- [장중수급포착] 한양이엔지, 외국인/기관 동시 순매수… 주가 +22.41% — 뉴스핌 (Korean)
- [시선강탈] 한양이엔지 vs RFHIC vs 파마리서치, 공략법은? — 머니투데이 (Korean)
5. Nuclear (recurred after 2 days)
- Episode: started 2026-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanyang Eng 045100 | +26.5% | 38,400 | ★ |
GS Engineering & Construction 006360 | +19.9% | 30,100 | |
Seojeon Electric Machinery 189860 | +15.6% | 4,710 | |
LS ELECTRIC 010120 | +10.7% | 263,500 | |
Bhi 083650 | +10.6% | 60,400 | |
Hantech 098070 | +10.5% | 28,350 | |
SG&G 040610 | +10.3% | 3,315 | |
Woojin 105840 | +9.9% | 17,580 | |
Bosung Power Technology 006910 | +9.3% | 7,970 | |
Sung Kwang Bend 014620 | +9.0% | 30,400 |
Related news
- [장중수급포착] 한양이엔지, 외국인/기관 동시 순매수… 주가 +22.41% — 뉴스핌 (Korean)
- [시선강탈] 한양이엔지 vs RFHIC vs 파마리서치, 공략법은? — 머니투데이 (Korean)
6. Space & Aerospace (Nuri Rocket, Satellites) (2 days running)
- Episode: started 2026-06-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanyang Eng 045100 | +26.5% | 38,400 | ★ |
Sphere 347700 | +20.1% | 28,050 | |
Duksanhimetal 077360 | +15.5% | 12,530 | |
Isupetasys 007660 | +15.2% | 132,900 | |
Hyundai-Rotem 064350 | +9.7% | 189,800 | |
Hanwha Aerospace 012450 | +9.7% | 1,091,000 | |
Taewoong 044490 | +8.7% | 32,550 | |
HVM 295310 | +8.6% | 62,900 | |
Green Optics 0015G0 | +8.2% | 18,370 | |
LIG Defense&Aerospace 079550 | +7.1% | 770,000 |
Related news
- [장중수급포착] 한양이엔지, 외국인/기관 동시 순매수… 주가 +22.41% — 뉴스핌 (Korean)
- [시선강탈] 한양이엔지 vs RFHIC vs 파마리서치, 공략법은? — 머니투데이 (Korean)
7. Solar (recurred after 2 days)
- Episode: started 2026-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Jusung Engineering 036930 | +20.4% | 242,000 | ★ |
SK eternix 475150 | +14.9% | 59,400 | |
OCI Holdings Company 010060 | +11.9% | 240,000 | |
LS ELECTRIC 010120 | +10.7% | 263,500 | |
SY 109610 | +10.7% | 2,005 | |
Gridwiz 453450 | +10.0% | 16,230 | |
Shinsung E&g 011930 | +9.8% | 21,000 | |
HD Hyundai Energy Solutions 322000 | +9.6% | 152,200 | |
Hanwha Solutions 009830 | +6.3% | 36,100 | |
Soosan Industries 126720 | +6.1% | 22,600 |
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- “메가 프로젝트 수혜주라던데?”…주성엔지니어링 ‘불기둥’ [오늘, 이 종목] — 매일경제 (Korean)
- [장중수급포착] 주성엔지니어링, 외국인/기관 동시 순매수… 주가 +27.11% — 뉴스핌 (Korean)
8. Semiconductor Materials & Components (2 days running)
- Episode: started 2026-06-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Tiger Elec 219130 | +21.5% | 73,000 | ★ |
Duksanhimetal 077360 | +15.5% | 12,530 | |
Protec Mems Technology 147760 | +13.8% | 5,000 | |
Mi 059090 | +9.5% | 19,490 | |
HVM 295310 | +8.6% | 62,900 | |
BCnC 146320 | +7.6% | 12,960 | |
LTC 170920 | +7.2% | 55,300 | |
Doosan 000150 | +6.9% | 1,590,000 | |
OKins Electronics 080580 | +6.8% | 16,190 | |
Megatouch 446540 | +6.8% | 6,290 |
Closing Thoughts
Power Equipment’s streak reached 3 days. Electric Cables, Semiconductor Equipment and Space & Aerospace (Nuri Rocket, Satellites) are each at 2. The next question is whether these runs continue.
Construction (Small & Mid Cap), Nuclear and Solar came back after gaps of 2 to 5 days. A report of a KRW 109 hundred million order for DongshinEngineering&Construction ran alongside the construction rally.