Jul 21: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
8 strong themes — 8 recurred. Top: Robotics (Industrial & Collaborative) +19.1%.
Strong themes8
Top change+19.1%
LeaderEverybot
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 |
|---|---|---|---|
| Robotics (Industrial & Collaborative) | Everybot | +30.00% | |
| AI & Robotics | Everybot | +30.00% | |
| Physical AI & Humanoid Robots | Elensys | +29.97% | |
| System Semiconductors | Zinitix | +29.86% | |
| Semiconductor Materials & Components | Welkeeps Hitech | +13.07% | |
| Semiconductor Equipment | Genesem | +6.94% | |
| S7 (Samsung Electronics, SK hynix etc.) | Samsung C&T | +8.19% | |
| HBM (High Bandwidth Memory) | Genesem | +6.94% |
Robotics (Industrial & Collaborative) led the Jul 21 session with an average change of 19.05%. All 10 stocks in the theme closed higher.
Two related themes followed: AI & Robotics averaged 13.69%, and Physical AI & Humanoid Robots averaged 12.68%. Everybot and Cosmo Robotics each gained 30.0%.
Chip names also rose, led by System Semiconductors with an average change of 9.56%. Every stock in all eight themes ended higher, and Samsung Electronics gained 6.15%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Robotics (Industrial & Collaborative) | recurred after 22 days | +19.1% | 10/10 | Everybot |
| 2 | AI & Robotics | recurred after 22 days | +13.7% | 10/10 | Everybot |
| 3 | Physical AI & Humanoid Robots | recurred after 22 days | +12.7% | 10/10 | Elensys |
| 4 | System Semiconductors | recurred after 6 days | +9.6% | 10/10 | Zinitix |
| 5 | Semiconductor Materials & Components | recurred after 6 days | +7.0% | 10/10 | Welkeeps Hitech |
| 6 | Semiconductor Equipment | recurred after 6 days | +6.6% | 10/10 | Genesem |
| 7 | S7 (Samsung Electronics, SK hynix etc.) | recurred after 6 days | +5.6% | 7/7 | Samsung C&T |
| 8 | HBM (High Bandwidth Memory) | recurred after 6 days | +5.2% | 10/10 | Genesem |
Theme by Theme
1. Robotics (Industrial & Collaborative) (recurred after 22 days)
- Episode: started 2026-07-21, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Everybot 270660 | +30.0% | 12,610 | ★ |
Cosmo Robotics 439960 | +30.0% | 13,520 | |
Elensys 264850 | +30.0% | 4,705 | |
TXR Robotics 484810 | +23.7% | 9,650 | |
Ajinextek 059120 | +23.1% | 5,310 | |
Naurobotics 459510 | +16.4% | 13,050 | |
Rainbow Robotics 277810 | +9.7% | 411,500 | |
Woorim Power Train Solution 101170 | +9.4% | 6,960 | |
Il 307180 | +9.4% | 4,350 | |
Cymechs 160980 | +8.8% | 37,900 |
Related news
- 일본 로봇 22곳과 동맹…“피지컬AI시대에도 대장주, 엔비디아” [클릭e종목] — 아시아경제 (Korean)
2. AI & Robotics (recurred after 22 days)
- Episode: started 2026-07-21, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Everybot 270660 | +30.0% | 12,610 | ★ |
Dynamic solution 290660 | +30.0% | 1,765 | |
Pintel 291810 | +16.6% | 1,645 | |
ESTaid 239340 | +13.5% | 640 | |
RoboRobo 215100 | +12.4% | 3,840 | |
Datasolution 263800 | +7.9% | 6,040 | |
Robotis 108490 | +7.0% | 197,000 | |
Clobot 466100 | +6.7% | 23,250 | |
Smec 099440 | +6.6% | 2,990 | |
CMES Robotics 475400 | +6.4% | 15,190 |
3. Physical AI & Humanoid Robots (recurred after 22 days)
- Episode: started 2026-07-21, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Elensys 264850 | +30.0% | 4,705 | ★ |
Ajinextek 059120 | +23.1% | 5,310 | |
Naurobotics 459510 | +16.4% | 13,050 | |
Rainbow Robotics 277810 | +9.7% | 411,500 | |
Woorim Power Train Solution 101170 | +9.4% | 6,960 | |
Il 307180 | +9.4% | 4,350 | |
Acryl 0007C0 | +8.0% | 15,850 | |
Pim Korea 448900 | +7.1% | 42,900 | |
Robotis 108490 | +7.0% | 197,000 | |
Clobot 466100 | +6.7% | 23,250 |
4. System Semiconductors (recurred after 6 days)
- Episode: started 2026-07-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Zinitix 303030 | +29.9% | 2,405 | ★ |
Ajinextek 059120 | +23.1% | 5,310 | |
Fadu 440110 | +8.4% | 77,600 | |
Samsung Electronics 005930 | +6.2% | 259,000 | |
Imagis 115610 | +5.8% | 1,415 | |
Openedges Technology 394280 | +5.8% | 10,250 | |
Gaonchips 399720 | +4.8% | 45,200 | |
SK hynix 000660 | +4.1% | 1,836,000 | |
KohYoungTechnology 098460 | +3.9% | 25,600 | |
SemiFive 490470 | +3.8% | 17,580 |
5. Semiconductor Materials & Components (recurred after 6 days)
- Episode: started 2026-07-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Welkeeps Hitech 043590 | +13.1% | 1,410 | ★ |
Duksanhimetal 077360 | +9.9% | 9,510 | |
Kctech 281820 | +7.4% | 100,300 | |
New Power Plasma 144960 | +7.3% | 10,000 | |
LTC 170920 | +6.8% | 55,100 | |
Protec Mems Technology 147760 | +6.5% | 3,760 | |
Wizit 036090 | +5.6% | 1,309 | |
KEC 092220 | +5.4% | 2,645 | |
MKElectron 033160 | +4.3% | 15,960 | |
Mi 059090 | +4.0% | 14,720 |
6. Semiconductor Equipment (recurred after 6 days)
- Episode: started 2026-07-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cymechs 160980 | +8.8% | 37,900 | |
Justem 417840 | +8.2% | 11,860 | |
Asflow 159010 | +8.1% | 16,690 | |
Kctech 281820 | +7.4% | 100,300 | |
Genesem 217190 | +6.9% | 5,240 | ★ |
Pamtek 271830 | +6.0% | 972 | |
Raon Robotics 232680 | +5.9% | 8,300 | |
PSK Holdings 031980 | +5.3% | 135,000 | |
RS Automation 140670 | +5.1% | 8,510 | |
Wot 396470 | +4.7% | 5,310 |
7. S7 (Samsung Electronics, SK hynix etc.) (recurred after 6 days)
- Episode: started 2026-07-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung C&T 028260 | +8.2% | 343,500 | ★ |
Samsung Electronics (Pref.) 005935 | +7.0% | 181,000 | |
SK Square 402340 | +6.5% | 1,253,000 | |
Samsung Electronics 005930 | +6.2% | 259,000 | |
Samsung Life Insurance 032830 | +4.8% | 316,000 | |
SK hynix 000660 | +4.1% | 1,836,000 | |
Samsung Electro-mechanics 009150 | +2.8% | 1,310,000 |
Related news
- [서울데이터랩]코스피 시총 상위주 장중 강세…삼성물산 8%대 상승, 삼성전자·SK하이닉스 동반 급등 — 서울신문 (Korean)
- [장중수급포착] 삼성물산, 외국인/기관 동시 순매수… 주가 +3.94% — 뉴스핌 (Korean)
8. HBM (High Bandwidth Memory) (recurred after 6 days)
- Episode: started 2026-07-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kctech 281820 | +7.4% | 100,300 | |
Genesem 217190 | +6.9% | 5,240 | ★ |
Samsung Electronics 005930 | +6.2% | 259,000 | |
Openedges Technology 394280 | +5.8% | 10,250 | |
PSK Holdings 031980 | +5.3% | 135,000 | |
Wot 396470 | +4.7% | 5,310 | |
MKElectron 033160 | +4.3% | 15,960 | |
SK hynix 000660 | +4.1% | 1,836,000 | |
KohYoungTechnology 098460 | +3.9% | 25,600 | |
Mirai Semiconductors 254490 | +3.3% | 15,170 |
Closing Thoughts
The robotics themes came back after a gap of 22 days, and their episodes run through Jul 22 and Jul 23. The next thing to check is whether every stock in these themes keeps rising across that window.
The chip themes came back after a gap of 6 days, and each episode lasted one day. In S7 (Samsung Electronics, SK hynix etc.), Samsung C&T led with a gain of 8.19%.