Jul 27: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
8 strong themes — 8 recurred. Top: Robotics (Industrial & Collaborative) +16.3%.
Strong themes8
Top change+16.3%
LeaderKNR Systems
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) | KNR Systems | +29.96% | |
| AI & Robotics | Obzen | +30.00% | |
| Physical AI & Humanoid Robots | KNR Systems | +29.96% | |
| Semiconductor Equipment | CP System | +29.87% | |
| ChatGPT & AI Chatbots | Konan Technology Incorporation | +19.65% | |
| Smart Factory | Hyundai Movex | +13.68% | |
| Beauty & Cosmetics | Jolse | +14.53% | |
| Semiconductor Materials & Components | Tokai Carbon Korea | +6.62% |
Robots led the Jul 27 session. Robotics (Industrial & Collaborative) topped the board with an average change of 16.31%, and all 10 of its stocks rose.
AI & Robotics came next with an average change of 14.69%, led by Obzen at 30.0%. A news headline from the same day tied Obzen’s jump to investment news.
The breadth stood out: all eight themes had 10 gainers out of 10. Semiconductor Equipment had an average change of 11.46%, and Smart Factory returned after a gap of 55 days.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Robotics (Industrial & Collaborative) | recurred after 5 days | +16.3% | 10/10 | KNR Systems |
| 2 | AI & Robotics | recurred after 4 days | +14.7% | 10/10 | Obzen |
| 3 | Physical AI & Humanoid Robots | recurred after 5 days | +12.5% | 10/10 | KNR Systems |
| 4 | Semiconductor Equipment | recurred after 4 days | +11.5% | 10/10 | CP System |
| 5 | ChatGPT & AI Chatbots | recurred after 4 days | +11.1% | 10/10 | Konan Technology Incorporation |
| 6 | Smart Factory | recurred after 55 days | +8.8% | 10/10 | Hyundai Movex |
| 7 | Beauty & Cosmetics | recurred after 11 days | +8.4% | 10/10 | Jolse |
| 8 | Semiconductor Materials & Components | recurred after 4 days | +6.3% | 10/10 | Tokai Carbon Korea |
Theme by Theme
1. Robotics (Industrial & Collaborative) (recurred after 5 days)
- Episode: started 2026-07-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KNR Systems 199430 | +30.0% | 14,270 | ★ |
CP System 413630 | +29.9% | 4,065 | |
Ajinextek 059120 | +19.3% | 6,540 | |
Elensys 264850 | +17.5% | 5,300 | |
Pim Korea 448900 | +14.3% | 53,000 | |
Hyundai Movex 319400 | +13.7% | 21,850 | |
TXR Robotics 484810 | +13.5% | 13,440 | |
Beno TNR 206400 | +9.2% | 843 | |
Korea Robot Manufacturing 093640 | +7.8% | 3,445 | |
Raon Robotics 232680 | +7.8% | 8,700 |
2. AI & Robotics (recurred after 4 days)
- Episode: started 2026-07-27, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Obzen 417860 | +30.0% | 7,930 | ★ |
Konan Technology Incorporation 402030 | +19.6% | 13,030 | |
Newen AI 463020 | +18.4% | 7,350 | |
Selvas AI 108860 | +17.7% | 8,060 | |
Saltlux 304100 | +16.6% | 12,910 | |
MakinaRocks 477850 | +10.3% | 26,750 | |
Nota 486990 | +9.7% | 22,050 | |
Maum.ai 377480 | +9.1% | 9,490 | |
Pintel 291810 | +7.8% | 802 | |
Emro 058970 | +7.7% | 15,130 |
Related news
- [특징주] 오브젠, 네이버-엔비디아 투자 소식에 ‘上’…AI파트너십 재평가 — 이투데이 (Korean)
3. Physical AI & Humanoid Robots (recurred after 5 days)
- Episode: started 2026-07-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KNR Systems 199430 | +30.0% | 14,270 | ★ |
Ajinextek 059120 | +19.3% | 6,540 | |
Elensys 264850 | +17.5% | 5,300 | |
Pim Korea 448900 | +14.3% | 53,000 | |
Acryl 0007C0 | +12.0% | 16,430 | |
Maum.ai 377480 | +9.1% | 9,490 | |
Clobot 466100 | +7.0% | 25,300 | |
Rainbow Robotics 277810 | +6.6% | 446,000 | |
Robotis 108490 | +5.0% | 201,000 | |
CMES Robotics 475400 | +4.3% | 16,420 |
4. Semiconductor Equipment (recurred after 4 days)
- Episode: started 2026-07-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
CP System 413630 | +29.9% | 4,065 | ★ |
Mirae 025560 | +22.3% | 10,210 | |
GlobalStandardTechnology 083450 | +9.6% | 44,000 | |
SEMI Total Solution 0017J0 | +9.3% | 3,170 | |
Raon Robotics 232680 | +7.8% | 8,700 | |
Systems Technology 039440 | +7.7% | 23,000 | |
K-ensol 053080 | +7.3% | 8,650 | |
KohYoungTechnology 098460 | +7.2% | 27,650 | |
Di 003160 | +6.9% | 20,950 | |
Tokai Carbon Korea 064760 | +6.6% | 196,400 |
5. ChatGPT & AI Chatbots (recurred after 4 days)
- Episode: started 2026-07-27, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Konan Technology Incorporation 402030 | +19.6% | 13,030 | ★ |
Selvas AI 108860 | +17.7% | 8,060 | |
Saltlux 304100 | +16.6% | 12,910 | |
Acryl 0007C0 | +12.0% | 16,430 | |
InfoBank 039290 | +10.0% | 3,520 | |
Maum.ai 377480 | +9.1% | 9,490 | |
NAVER 035420 | +8.4% | 225,000 | |
Polaris AI 039980 | +8.3% | 4,865 | |
Datasolution 263800 | +4.8% | 5,630 | |
VAIV company 301300 | +4.5% | 1,589 |
Related news
- [특징주]AI 챗봇株 다시 달린다…솔트룩스 21% 급등 — 남도일보 (Korean)
- [특징주] AI 챗봇株 강세…솔트룩스 22%↑·NAVER 10%↑ — 뉴스핌 (Korean)
6. Smart Factory (recurred after 55 days)
- Episode: started 2026-07-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ajinextek 059120 | +19.3% | 6,540 | |
Hyundai Movex 319400 | +13.7% | 21,850 | ★ |
TXR Robotics 484810 | +13.5% | 13,440 | |
Raon Robotics 232680 | +7.8% | 8,700 | |
Smec 099440 | +7.3% | 3,605 | |
KohYoungTechnology 098460 | +7.2% | 27,650 | |
Yuilrobotics 388720 | +6.2% | 63,400 | |
Kornic Automation 391710 | +5.3% | 1,198 | |
TPC Robotics 048770 | +4.3% | 2,920 | |
LG CNS 064400 | +3.9% | 67,000 |
7. Beauty & Cosmetics (recurred after 11 days)
- Episode: started 2026-07-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Jolse 018700 | +14.5% | 1,750 | ★ |
Pum-tech Korea 251970 | +10.4% | 48,600 | |
Silicon 2 257720 | +8.9% | 38,400 | |
Cosmax 192820 | +7.9% | 192,500 | |
d’Alba Global 483650 | +7.9% | 259,500 | |
Cosmecca Korea 241710 | +7.2% | 86,500 | |
NextEye 137940 | +7.2% | 2,090 | |
Kangstem Biotech 217730 | +6.9% | 2,260 | |
Hankook Cosmetics Manufacturing 003350 | +6.6% | 8,260 | |
Sunjin Beauty Science 086710 | +6.3% | 7,740 |
Related news
- [급등수사본부] 화장품 소재 제조 전문회사 ‘선진뷰티사이언스’ vs 산업 특화 AI 솔루션 공급업체 ‘마키나락스’ — 머니투데이 (Korean)
8. Semiconductor Materials & Components (recurred after 4 days)
- Episode: started 2026-07-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mecaro 241770 | +10.0% | 35,700 | |
Haesung DS 195870 | +6.9% | 52,900 | |
New Power Plasma 144960 | +6.7% | 10,520 | |
Tokai Carbon Korea 064760 | +6.6% | 196,400 | ★ |
Worldexindustry&trading 101160 | +6.5% | 30,500 | |
S&S Tech 101490 | +6.4% | 40,950 | |
HanaMicron 067310 | +6.0% | 35,200 | |
Fine Semitech 036810 | +4.9% | 20,350 | |
Hansol IONES 114810 | +4.7% | 10,450 | |
Mi 059090 | +4.5% | 15,290 |
Related news
- [장중수급포착] 티씨케이, 외국인 5일 연속 순매수행진… 주가 +3.85% — 뉴스핌 (Korean)
Closing Thoughts
Several themes share the same leaders. KNR Systems led both robotics themes at 29.96%, and CP System led Semiconductor Equipment at 29.87%.
In the episode data, AI & Robotics runs to 2026-07-29 and ChatGPT & AI Chatbots runs to 2026-07-28. The other six themes show one-day episodes.