May 14: 8 Strong Themes — Solar, Wind

May 14, 2025 · #Solar #Wind #AI & Robotics #Shipbuilding Equipment #Robotics (Industrial & Collaborative) #Hydrogen (Fuel Cells, Vehicles) #Semiconductor Equipment #Space & Aerospace (Nuri Rocket, Satellites)

8 strong themes — 1 running · 7 recurred. Top: Solar +19.0%.

Strong themes8 Top change+19.0% LeaderDSM

Average change by strong theme

Average change of member stocks, by theme · descending
Solar
+19.0%
Wind
+13.5%
AI & Robotics
+13.1%
Shipbuilding Equipment
+9.4%
Robotics (Industrial & Collaborative)
+9.3%
Hydrogen (Fuel Cells, Vehicles)
+6.6%
Semiconductor Equipment
+6.2%
Space & Aerospace (Nuri Rocket, Satellites)
+6.1%

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 -
ThemeLeaderChangeTrend
SolarDSM+29.97%
WindCnplus+29.80%
AI & RoboticsYujin Robot+29.98%
Shipbuilding EquipmentMedicox+29.81%
Robotics (Industrial & Collaborative)Naurobotics+21.90%
Hydrogen (Fuel Cells, Vehicles)S-Energy+8.84%
Semiconductor EquipmentWot+8.96%
Space & Aerospace (Nuri Rocket, Satellites)Sang-a Frontec+6.61%

On May 14, every strong theme closed with all of its listed stocks higher. Solar led with an average change of 19.03%, and all 10 of its stocks rose.

Wind followed with an average change of 13.48%, led by Cnplus at 29.8%. AI & Robotics averaged 13.05%, and its leader Yujin Robot rose 29.98%.

Semiconductor Equipment was the only theme on a streak, which has now run for 3 days. The others came back after gaps, including Robotics (Industrial & Collaborative) after 29 days.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Solarrecurred after 2 days+19.0%10/10DSM
2Windrecurred after 2 days+13.5%10/10Cnplus
3AI & Roboticsrecurred after 2 days+13.1%9/9Yujin Robot
4Shipbuilding Equipmentrecurred after 7 days+9.4%10/10Medicox
5Robotics (Industrial & Collaborative)recurred after 29 days+9.3%10/10Naurobotics
6Hydrogen (Fuel Cells, Vehicles)recurred after 7 days+6.6%10/10S-Energy
7Semiconductor Equipment3 days running+6.2%10/10Wot
8Space & Aerospace (Nuri Rocket, Satellites)recurred after 27 days+6.1%10/10Sang-a Frontec

Theme by Theme

1. Solar (recurred after 2 days)

StockChangeCloseLeader
DSM 104040+30.0%1,184★
HD Hyundai Energy Solutions 322000+29.9%44,050
Paru 043200+29.9%952
Cnplus 115530+29.8%453
SDN Company 099220+19.0%1,617
Kumyang Green Power 282720+12.0%11,610
SK eternix 475150+11.3%18,830
Hanwha Solutions 009830+10.8%37,350
S-Energy 095910+8.8%1,773
Gridwiz 453450+8.8%20,200

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2. Wind (recurred after 2 days)

StockChangeCloseLeader
Cnplus 115530+29.8%453★
SK oceanplant 100090+24.8%19,840
CS Wind 112610+14.8%49,300
Kumyang Green Power 282720+12.0%11,610
SK eternix 475150+11.3%18,830
LS Marine Solution 060370+11.1%21,300
Taewoong 044490+8.5%16,920
Dae Myoung Energy 389260+8.3%16,940
CS Bearing 297090+7.3%6,750
KPF 024880+6.8%4,300

3. AI & Robotics (recurred after 2 days)

StockChangeCloseLeader
Yujin Robot 056080+30.0%16,260★
Robotis 108490+30.0%49,000
Bi Matrix 413640+15.3%14,570
Yuilrobotics 388720+11.6%81,100
Robostar 090360+7.2%26,750
T-Robotics 117730+7.0%12,760
Hyulim ROBOT 090710+5.7%2,225
Clobot 466100+5.7%19,970
Angel Robotics 455900+5.1%25,900

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4. Shipbuilding Equipment (recurred after 7 days)

StockChangeCloseLeader
Medicox 054180+29.8%135★
SK oceanplant 100090+24.8%19,840
Taewoong 044490+8.5%16,920
Finebesteel 133820+7.8%907
Daeyang Electric 108380+5.1%20,300
Daechang Solution 096350+4.4%383
Dongbang Ship Machinery 099410+3.7%3,740
Hankuk Carbon 017960+3.7%21,100
Il Seung 333430+2.9%4,740
Dongsung Finetec 033500+2.9%25,100

5. Robotics (Industrial & Collaborative) (recurred after 29 days)

StockChangeCloseLeader
Naurobotics 459510+21.9%25,050★
Yuilrobotics 388720+11.6%81,100
Rainbow Robotics 277810+10.9%310,000
Doosan 000150+9.1%408,500
Robostar 090360+7.2%26,750
Wonik Holdings 030530+7.2%4,630
T-Robotics 117730+7.0%12,760
KPF 024880+6.8%4,300
RS Automation 140670+5.9%16,040
Hyulim ROBOT 090710+5.7%2,225

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6. Hydrogen (Fuel Cells, Vehicles) (recurred after 7 days)

StockChangeCloseLeader
Hanwha Solutions 009830+10.8%37,350
S-Energy 095910+8.8%1,773★
iA 038880+7.4%218
Doosan Fuel Cell 336260+7.0%17,150
Sang-a Frontec 089980+6.6%17,090
HS Hyosung Advanced Materials 298050+6.1%200,000
Vina Tech 126340+5.4%28,300
Bumhan Fuel Cell 382900+4.9%17,420
LTC 170920+4.6%11,350
Iljin Hysolus 271940+4.6%14,150

7. Semiconductor Equipment (3 days running)

StockChangeCloseLeader
Wot 396470+9.0%8,390★
Dawon Nexview 323350+7.6%6,970
Robostar 090360+7.2%26,750
Wonik Holdings 030530+7.2%4,630
RS Automation 140670+5.9%16,040
LOTVacuum 083310+5.7%9,880
Shinsung E&g 011930+5.1%1,488
Di 003160+4.8%16,070
Techwing 089030+4.8%39,250
Nextin 348210+4.4%57,200

8. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 27 days)

StockChangeCloseLeader
Sphere 347700+11.1%10,550
Taewoong 044490+8.5%16,920
Kencoa Aerospace 274090+6.9%13,510
Sang-a Frontec 089980+6.6%17,090★
HVM 295310+6.5%26,150
Isupetasys 007660+5.8%43,500
Korea Aerospace Industries 047810+5.2%90,600
Fiberpro 368770+4.1%7,370
Innospace 462350+3.3%21,750
Asia Pacific Satellite lnc 211270+2.9%12,650

Closing Thoughts

The next sessions will show whether today’s one-day episodes turn into streaks. Solar and Wind share stocks such as Kumyang Green Power and SK eternix.

Shipbuilding Equipment averaged a change of 9.36%. Its leader Medicox rose 29.81%, while Dongsung Finetec rose 2.87%. Future sessions will show how wide the spread within each theme becomes.