Jul 22: 8 Strong Themes — Robotics (Industrial & Collaborative), Physical AI & Humanoid Robots
8 strong themes — 3 running · 5 recurred. Top: Robotics (Industrial & Collaborative) +23.2%.
Strong themes8
Top change+23.2%
LeaderSPG
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) | SPG | +25.15% | |
| Physical AI & Humanoid Robots | KNS | +29.93% | |
| Auto Parts | Hyulim A-tech | +29.95% | |
| AI & Robotics | Udmtek | +14.33% | |
| Telecom Equipment | Inno Instrument | +29.89% | |
| Nuclear | GS Engineering & Construction | +13.67% | |
| Construction Majors | GS Engineering & Construction | +13.67% | |
| Shipbuilding Equipment | CP System | +5.78% |
Robotics dominated the Jul 22 session. Robotics (Industrial & Collaborative) led all themes with an average change of 23.19%, and all 10 of its stocks rose.
Physical AI & Humanoid Robots came next with an average change of 14.88%, led by KNS at 29.93%. Both robot themes are now on a 2-day streak.
Auto Parts returned after a 20-day gap with an average change of 13.51%. Telecom Equipment, Nuclear and Construction Majors also came back after 12 days away.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Robotics (Industrial & Collaborative) | 2 days running | +23.2% | 10/10 | SPG |
| 2 | Physical AI & Humanoid Robots | 2 days running | +14.9% | 10/10 | KNS |
| 3 | Auto Parts | recurred after 20 days | +13.5% | 10/10 | Hyulim A-tech |
| 4 | AI & Robotics | 2 days running | +10.4% | 10/10 | Udmtek |
| 5 | Telecom Equipment | recurred after 12 days | +7.2% | 10/10 | Inno Instrument |
| 6 | Nuclear | recurred after 12 days | +6.2% | 10/10 | GS Engineering & Construction |
| 7 | Construction Majors | recurred after 12 days | +5.8% | 5/5 | GS Engineering & Construction |
| 8 | Shipbuilding Equipment | recurred after 6 days | +5.7% | 10/10 | CP System |
Theme by Theme
1. Robotics (Industrial & Collaborative) (2 days running)
- Episode: started 2026-07-21, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Cosmo Robotics 439960 | +30.0% | 17,570 | |
TXR Robotics 484810 | +29.9% | 12,540 | |
I-robotics 066430 | +29.9% | 2,425 | |
NRobotics 138360 | +29.9% | 2,390 | |
SPG 058610 | +25.1% | 82,600 | ★ |
Samhyun 437730 | +24.7% | 35,050 | |
Kornic Automation 391710 | +16.9% | 1,244 | |
Pim Korea 448900 | +16.8% | 50,100 | |
Rainbow Robotics 277810 | +16.3% | 478,500 | |
Robostar 090360 | +12.4% | 66,200 |
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2. Physical AI & Humanoid Robots (2 days running)
- Episode: started 2026-07-21, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
KNS 432470 | +29.9% | 8,900 | ★ |
Samhyun 437730 | +24.7% | 35,050 | |
Pim Korea 448900 | +16.8% | 50,100 | |
Rainbow Robotics 277810 | +16.3% | 478,500 | |
KNR Systems 199430 | +11.7% | 10,220 | |
Robotis 108490 | +11.4% | 219,500 | |
SBB Tech 389500 | +11.4% | 34,200 | |
CMES Robotics 475400 | +9.9% | 16,700 | |
Sena Technologies 061090 | +8.4% | 45,900 | |
CrowdWorks 355390 | +8.2% | 1,616 |
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3. Auto Parts (recurred after 20 days)
- Episode: started 2026-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyulim A-tech 078590 | +29.9% | 2,590 | ★ |
Samhyun 437730 | +24.7% | 35,050 | |
Pim Korea 448900 | +16.8% | 50,100 | |
Waps 196700 | +14.6% | 1,352 | |
Hwashin Precision 126640 | +10.6% | 3,910 | |
GH Advanced Materials 130500 | +8.8% | 1,901 | |
NBR Motion 0004V0 | +8.2% | 5,560 | |
HT Robotics 396300 | +8.1% | 3,150 | |
Hyundai Mobis 012330 | +7.0% | 513,000 | |
HL Mando 204320 | +6.5% | 46,000 |
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4. AI & Robotics (2 days running)
- Episode: started 2026-07-21, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
MakinaRocks 477850 | +14.9% | 22,600 | |
Udmtek 389680 | +14.3% | 1,667 | ★ |
Robostar 090360 | +12.4% | 66,200 | |
Robotis 108490 | +11.4% | 219,500 | |
CMES Robotics 475400 | +9.9% | 16,700 | |
Hyulim ROBOT 090710 | +9.7% | 6,900 | |
Everybot 270660 | +8.6% | 13,690 | |
CrowdWorks 355390 | +8.2% | 1,616 | |
Clobot 466100 | +7.7% | 25,050 | |
Yuilrobotics 388720 | +6.7% | 63,600 |
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5. Telecom Equipment (recurred after 12 days)
- Episode: started 2026-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Inno Instrument 215790 | +29.9% | 969 | ★ |
HanWool Materials Science 091440 | +8.2% | 3,155 | |
Lightron Fiber-optic Devices 069540 | +6.7% | 2,560 | |
HFR 230240 | +5.3% | 16,220 | |
LS Marine Solution 060370 | +4.7% | 28,850 | |
KMW 032500 | +4.0% | 14,710 | |
Sawnics 088280 | +3.5% | 2,650 | |
Opticis 109080 | +3.4% | 8,190 | |
Wooriro 046970 | +3.4% | 4,300 | |
RFHIC 218410 | +3.2% | 44,950 |
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6. Nuclear (recurred after 12 days)
- Episode: started 2026-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GS Engineering & Construction 006360 | +13.7% | 29,100 | ★ |
Hantech 098070 | +7.5% | 24,350 | |
Bhi 083650 | +5.9% | 42,950 | |
Woojin 105840 | +5.8% | 13,790 | |
SNTEnergy 100840 | +5.5% | 25,000 | |
Woori Technology, Incorporation 032820 | +5.2% | 9,980 | |
Hyundai Engineering & Construction 000720 | +5.1% | 98,600 | |
T. K 023160 | +4.9% | 21,500 | |
DL E&c 375500 | +4.1% | 61,400 | |
Hyosung Heavy Industries 298040 | +3.9% | 2,679,000 |
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7. Construction Majors (recurred after 12 days)
- Episode: started 2026-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GS Engineering & Construction 006360 | +13.7% | 29,100 | ★ |
Hyundai Engineering & Construction 000720 | +5.1% | 98,600 | |
DL E&c 375500 | +4.1% | 61,400 | |
Daewoo Engineering & Construction 047040 | +3.2% | 15,270 | |
Samsung C&T 028260 | +3.1% | 354,000 |
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8. Shipbuilding Equipment (recurred after 6 days)
- Episode: started 2026-07-22, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
HD-Hyundai Marine Engine 071970 | +11.0% | 64,600 | |
HD Hyundai Marine Solution 443060 | +8.8% | 200,500 | |
SK oceanplant 100090 | +7.5% | 14,430 | |
Hanwha Engine 082740 | +6.0% | 47,050 | |
CP System 413630 | +5.8% | 3,570 | ★ |
T. K 023160 | +4.9% | 21,500 | |
Taewoong 044490 | +3.9% | 25,600 | |
Oriental Precision & Engineering 014940 | +3.6% | 4,345 | |
Inhwa Precision 101930 | +2.7% | 6,780 | |
Sung Kwang Bend 014620 | +2.7% | 24,700 |
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Closing Thoughts
AI & Robotics also extended its run to 2 days with an average change of 10.4%, and every stock in it rose. The main question is whether the robot rally lasts beyond a second day.
Shipbuilding Equipment also returned, with an average change of 5.67% led by CP System. The next sessions will show whether these one-day returns turn into streaks.