Jul 23: 8 Strong Themes — Solar, Wind
8 strong themes — 2 running · 6 recurred. Top: Solar +19.2%.
Strong themes8
Top change+19.2%
LeaderOCI Holdings Company
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 |
|---|---|---|---|
| Solar | OCI Holdings Company | +30.00% | |
| Wind | SK eternix | +30.00% | |
| Power Equipment | GnCenergy | +29.96% | |
| ChatGPT & AI Chatbots | Polaris AI | +29.99% | |
| AI & Robotics | Maum.ai | +11.92% | |
| Electric Cables | LS Eco Energy | +21.85% | |
| Cancer Immunotherapy | Aptabio Therapeutics | +16.19% | |
| Medical Devices | Plasmapp | +19.35% |
Energy themes dominated the Jul 23 session. Solar led with an average change of 19.24%, and all 10 of its stocks closed higher.
OCI Holdings Company jumped 30.0%, and headlines linked the move to a swing back to operating profit in the second quarter. Wind (16.67%) and Power Equipment (16.23%) also rose across the board.
AI stocks rallied too. ChatGPT & AI Chatbots returned after a 55-day gap with an average change of 14.03%, led by Polaris AI at 29.99%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Solar | 2 days running | +19.2% | 10/10 | OCI Holdings Company |
| 2 | Wind | recurred after 3 days | +16.7% | 10/10 | SK eternix |
| 3 | Power Equipment | recurred after 8 days | +16.2% | 10/10 | GnCenergy |
| 4 | ChatGPT & AI Chatbots | recurred after 55 days | +14.0% | 10/10 | Polaris AI |
| 5 | AI & Robotics | 3 days running | +13.8% | 10/10 | Maum.ai |
| 6 | Electric Cables | recurred after 8 days | +12.4% | 8/8 | LS Eco Energy |
| 7 | Cancer Immunotherapy | recurred after 16 days | +11.3% | 10/10 | Aptabio Therapeutics |
| 8 | Medical Devices | recurred after 28 days | +11.2% | 10/10 | Plasmapp |
Theme by Theme
1. Solar (2 days running)
- Episode: started 2026-07-22, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
OCI Holdings Company 010060 | +30.0% | 247,000 | ★ |
SK eternix 475150 | +30.0% | 80,600 | |
HD Hyundai Energy Solutions 322000 | +29.7% | 171,500 | |
S-Energy 095910 | +18.5% | 905 | |
LS ELECTRIC 010120 | +17.3% | 223,500 | |
Kumyang Green Power 282720 | +15.2% | 7,580 | |
Dae Myoung Energy 389260 | +15.1% | 16,580 | |
Nuin Tek 012340 | +13.6% | 926 | |
Gridwiz 453450 | +11.8% | 15,800 | |
DaejooElectronicMaterials 078600 | +11.2% | 81,200 |
Related news
- OCI홀딩스, 2분기 실적 개선 기대감에 20%대 급등 — 매일신문 (Korean)
- 영업이익 흑자 전환…OCI홀딩스 ‘상한가’ — 한국경제 (Korean)
- [특징주] OCI홀딩스, 2분기 흑자전환에 상한가…영업익 1081억원 — EBN (Korean)
2. Wind (recurred after 3 days)
- Episode: started 2026-07-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK eternix 475150 | +30.0% | 80,600 | ★ |
LS Eco Energy 229640 | +21.9% | 52,700 | |
SK oceanplant 100090 | +19.6% | 17,260 | |
Kumyang Green Power 282720 | +15.2% | 7,580 | |
Dae Myoung Energy 389260 | +15.1% | 16,580 | |
SeAH Steel Holdings 003030 | +13.7% | 112,000 | |
LS Materials 417200 | +13.5% | 12,620 | |
LS 006260 | +13.0% | 321,500 | |
CS Wind 112610 | +12.6% | 44,550 | |
Taewoong 044490 | +12.1% | 28,700 |
Related news
- [민선9기 新동남권 시대] SK오션플랜트, 고부가 해양 인프라 시장 정조준… ‘토탈 마린 솔루션 기업’ 도약 — 한국일보 (Korean)
3. Power Equipment (recurred after 8 days)
- Episode: started 2026-07-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GnCenergy 119850 | +30.0% | 45,550 | ★ |
LS Eco Energy 229640 | +21.9% | 52,700 | |
LS ELECTRIC 010120 | +17.3% | 223,500 | |
Dawon Cable 006340 | +16.8% | 14,200 | |
TC Materials 125020 | +15.2% | 5,730 | |
KBI Metal 024840 | +14.4% | 4,850 | |
LS 006260 | +13.0% | 321,500 | |
Taihan Cable & Solution 001440 | +12.9% | 31,000 | |
Seojeon Electric Machinery 189860 | +10.7% | 4,300 | |
G2Power 388050 | +10.2% | 7,210 |
Related news
- [중국 특징주] 中 전력망 투자 1조 위안 시대 열린다, 전력설비주 초대형 호재 — 뉴스핌 (Korean)
- 알파벳, AI 투자 계속 간다… 전력설비주 동반 강세 — 머니투데이 (Korean)
4. ChatGPT & AI Chatbots (recurred after 55 days)
- Episode: started 2026-07-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Polaris AI 039980 | +30.0% | 5,180 | ★ |
Selvas AI 108860 | +18.9% | 7,730 | |
Polaris Office 041020 | +14.7% | 3,085 | |
Saltlux 304100 | +12.2% | 11,910 | |
Maum.ai 377480 | +11.9% | 9,390 | |
NAVER 035420 | +11.7% | 220,000 | |
Samsung SDS 018260 | +11.2% | 218,000 | |
Flitto 300080 | +10.1% | 8,180 | |
Konan Technology Incorporation 402030 | +9.8% | 11,590 | |
SPSoft 443670 | +9.7% | 3,050 |
Related news
- 다이퀘스트, KB국민카드 생성형 AI 챗봇 구축…금융 AI 경쟁력 강화 — 이데일리 (Korean)
5. AI & Robotics (3 days running)
- Episode: started 2026-07-21, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Selvas AI 108860 | +18.9% | 7,730 | |
Artist Company 321820 | +18.7% | 2,510 | |
Newen AI 463020 | +15.6% | 6,810 | |
Nota 486990 | +14.0% | 18,800 | |
XIIlab 189330 | +13.4% | 10,390 | |
Saltlux 304100 | +12.2% | 11,910 | |
Maum.ai 377480 | +11.9% | 9,390 | ★ |
ESTaid 239340 | +11.7% | 679 | |
Samsung SDS 018260 | +11.2% | 218,000 | |
Konan Technology Incorporation 402030 | +9.8% | 11,590 |
Related news
- “AI를 경영에 어떻게 쓸까”···이노폴리스벤처협회, 최고위과정 개설 — 헬로디디 (Korean)
- 두산밥캣, 2분기 영업익 2917억원…전년比 42.9%↑ — 아주경제 (Korean)
6. Electric Cables (recurred after 8 days)
- Episode: started 2026-07-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LS Eco Energy 229640 | +21.9% | 52,700 | ★ |
Dawon Cable 006340 | +16.8% | 14,200 | |
KBI Metal 024840 | +14.4% | 4,850 | |
LS 006260 | +13.0% | 321,500 | |
Taihan Cable & Solution 001440 | +12.9% | 31,000 | |
Iljin Electric 103590 | +9.4% | 66,600 | |
LS Marine Solution 060370 | +7.5% | 31,000 | |
Gaon Cable 000500 | +3.6% | 217,000 |
Related news
- LG엔솔, 중국 기업에 “특허침해”…미국 시장으로 소송 전선 넓힌다 — 경향신문 (Korean)
- AI·전력망 투자 효과…전선업계 실적 랠리 이어진다 — EBN (Korean)
7. Cancer Immunotherapy (recurred after 16 days)
- Episode: started 2026-07-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
ISU Abxis 086890 | +16.3% | 3,560 | |
Aptabio Therapeutics 293780 | +16.2% | 4,915 | ★ |
Aimed Bio 0009K0 | +12.7% | 21,800 | |
Kanaph Therapeutics 0082N0 | +12.3% | 13,020 | |
Qurient 115180 | +12.2% | 18,500 | |
IMBiologics 493280 | +9.8% | 17,890 | |
Y-Biologics 338840 | +8.6% | 9,590 | |
curacle 365270 | +8.4% | 9,000 | |
AprilBio 397030 | +8.4% | 26,550 | |
LigaChem Biosciences 141080 | +8.3% | 101,700 |
Related news
- 면역항암제가 바꾼 암 치료…‘생존 연장’ 넘어 일상으로 [쿠키인터뷰] — 쿠키뉴스 (Korean)
8. Medical Devices (recurred after 28 days)
- Episode: started 2026-07-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Plasmapp 405000 | +19.4% | 5,520 | ★ |
T&R Biofab 246710 | +14.8% | 2,330 | |
Biobijou 489460 | +14.1% | 8,670 | |
PharmaResearch 214450 | +11.6% | 360,000 | |
i3system 214430 | +9.1% | 63,600 | |
Curiosis 494120 | +9.0% | 11,340 | |
T&L 340570 | +9.0% | 55,600 | |
Neurophet 380550 | +9.0% | 8,250 | |
LigaChem Biosciences 141080 | +8.3% | 101,700 | |
SELVAS Healthcare 208370 | +8.0% | 2,630 |
Related news
- 식약처, 범부처 의료기기 연구개발 연계 ‘찾아가는 사전상담’ 제공 — 전자신문 (Korean)
- 파마리서치, 2분기 실적 기대에 10%대 급등…증권가 “의료기기·화장품 동반 성장” — 매일신문 (Korean)
Closing Thoughts
AI & Robotics is now on a 3-day streak, the longest in the set, and Solar is on its second day. The open question is whether these runs continue.
Wind, Power Equipment and Electric Cables came back after gaps of 3, 8 and 8 days. Cancer Immunotherapy and Medical Devices also returned, at 11.32% and 11.23%.