Dec 29: 8 Strong Themes — Robotics (Industrial & Collaborative), Defense & War

December 29, 2025 · #Robotics (Industrial & Collaborative) #Defense & War #AI & Robotics #Semiconductor Equipment #Autonomous Driving #Construction Equipment #Ukraine Reconstruction #Power Equipment

8 strong themes — 3 running · 5 recurred. Top: Robotics (Industrial & Collaborative) +20.5%.

Strong themes8 Top change+20.5% LeaderKeyang Electric Machinery

Average change by strong theme

Average change of member stocks, by theme · descending
Robotics (Industrial & Collaborative)
+20.5%
Defense & War
+11.9%
AI & Robotics
+11.7%
Semiconductor Equipment
+11.7%
Autonomous Driving
+11.2%
Construction Equipment
+8.1%
Ukraine Reconstruction
+7.3%
Power Equipment
+6.9%

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
Robotics (Industrial & Collaborative)Keyang Electric Machinery+30.00%
Defense & WarSammi Metal Products+29.96%
AI & RoboticsHyulim ROBOT+28.71%
Semiconductor EquipmentRaon Robotics+29.92%
Autonomous DrivingSambo Motors+29.85%
Construction EquipmentSammi Metal Products+29.96%
Ukraine ReconstructionHD Construction Equipment+12.12%
Power EquipmentCheil Electric+12.46%

Robotics (Industrial & Collaborative) led the 2025-12-29 session with an average change of 20.5%. All 9 of its stocks rose, extending the theme’s streak to 3 days.

Keyang Electric Machinery led with a 30.0% gain, while Intops rose 29.97% and Raon Robotics 29.92%. Hyulim ROBOT posted the heaviest volume at 97362923 shares.

Defense & War came back after a gap of 7 days with an average change of 11.91%. Sammi Metal Products led at 29.96%, while AI & Robotics averaged 11.74%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Robotics (Industrial & Collaborative)3 days running+20.5%9/9Keyang Electric Machinery
2Defense & Warrecurred after 7 days+11.9%9/9Sammi Metal Products
3AI & Roboticsrecurred after 5 days+11.7%10/10Hyulim ROBOT
4Semiconductor Equipment2 days running+11.7%10/10Raon Robotics
5Autonomous Driving3 days running+11.2%10/10Sambo Motors
6Construction Equipmentrecurred after 17 days+8.1%10/10Sammi Metal Products
7Ukraine Reconstructionrecurred after 17 days+7.3%10/10HD Construction Equipment
8Power Equipmentrecurred after 10 days+6.9%10/10Cheil Electric

Theme by Theme

1. Robotics (Industrial & Collaborative) (3 days running)

StockChangeCloseLeader
Keyang Electric Machinery 012200+30.0%6,630★
Intops 049070+30.0%19,820
Raon Robotics 232680+29.9%13,940
Hyulim ROBOT 090710+28.7%7,980
Wonik Holdings 030530+19.1%47,750
Hallacast 125490+16.5%21,350
DaedongGear 008830+11.0%18,240
Haisung Aero-Robotics 059270+9.7%9,970
Robostar 090360+9.6%83,500

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2. Defense & War (recurred after 7 days)

StockChangeCloseLeader
Sammi Metal Products 012210+30.0%13,230★
Sec 081180+22.5%17,330
Fiberpro 368770+9.2%10,920
Hanwha Aerospace 012450+9.1%949,000
Green Optics 0015G0+8.8%16,100
Sensorview 321370+8.1%1,246
Samhyun 437730+7.2%59,300
Korea Aerospace Industries 047810+6.7%117,500
Poongsan 103140+5.7%111,800

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3. AI & Robotics (recurred after 5 days)

StockChangeCloseLeader
Hyulim ROBOT 090710+28.7%7,980★
Hallacast 125490+16.5%21,350
Mobiis 250060+11.8%3,550
Robostar 090360+9.6%83,500
Hanwha Aerospace 012450+9.1%949,000
T-Robotics 117730+9.1%20,900
KAON Group 078890+8.9%6,090
CrowdWorks 355390+8.0%3,510
Wsi 299170+7.9%2,525
Angel Robotics 455900+7.7%32,750

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4. Semiconductor Equipment (2 days running)

StockChangeCloseLeader
Raon Robotics 232680+29.9%13,940★
Sec 081180+22.5%17,330
Wonik Holdings 030530+19.1%47,750
Robostar 090360+9.6%83,500
Green Optics 0015G0+8.8%16,100
HPSP 403870+7.3%33,200
Yest 122640+6.9%17,830
Green Resource 402490+4.7%8,400
Russell 217500+4.3%1,957
Imt 451220+4.3%9,450

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5. Autonomous Driving (3 days running)

StockChangeCloseLeader
Sambo Motors 053700+29.9%5,220★
Hallacast 125490+16.5%21,350
Sos Lab 464080+11.0%14,700
Obigo 352910+9.1%6,250
A-Tech Solution 071670+8.6%10,320
Nextchip 396270+8.5%4,140
Hyundai Autoever 307950+7.6%312,000
Samhyun 437730+7.2%59,300
SK hynix 000660+6.8%640,000
Dasan DMC 208860+6.4%1,501

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6. Construction Equipment (recurred after 17 days)

StockChangeCloseLeader
Sammi Metal Products 012210+30.0%13,230★
HD Construction Equipment 267270+12.1%104,500
Jinsung T.e.c 036890+8.6%14,160
Junjin Construction & Robot 079900+7.6%50,200
DAEMO Engineering 317850+5.3%8,280
Hyundai Everdigm 041440+5.2%8,490
FreeMs 053160+5.1%6,950
Doosan Bobcat 241560+2.6%58,000
DY Power 210540+2.3%13,660
Daechang Forging 015230+2.2%6,480

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7. Ukraine Reconstruction (recurred after 17 days)

StockChangeCloseLeader
HD Construction Equipment 267270+12.1%104,500★
DaedongGear 008830+11.0%18,240
SG 255220+9.8%2,700
Oneul E&m 192410+6.5%768
TYM 002900+6.3%6,550
SY Steel Tech 365330+6.1%3,575
SY 109610+5.6%3,115
Daedong 000490+5.5%9,970
DAEMO Engineering 317850+5.3%8,280
Hyundai Everdigm 041440+5.2%8,490

8. Power Equipment (recurred after 10 days)

StockChangeCloseLeader
Cheil Electric 199820+12.5%9,750★
LS 006260+9.4%207,000
Gaon Cable 000500+9.1%85,000
Taihan Cable & Solution 001440+8.4%23,750
Dawon Cable 006340+6.3%3,870
Iljin Electric 103590+5.1%55,300
Hyosung Heavy Industries 298040+4.7%1,840,000
SemyungElectricMachinery 017510+4.5%9,090
Bosung Power Technology 006910+4.4%5,270
LS ELECTRIC 010120+4.3%474,500

Closing Thoughts

Semiconductor Equipment is on a 2-day streak with an average change of 11.73%. Autonomous Driving reached 3 days at 11.17%, led by Sambo Motors at 29.85%.

Construction Equipment and Ukraine Reconstruction returned after 17-day gaps, and Power Equipment after 10. It remains open whether these one-day episodes carry past Dec 29.