May 8: 8 Strong Themes — Robotics (Industrial & Collaborative), Physical AI & Humanoid Robots
8 strong themes — 2 running · 5 recurred · 1 new. Top: Robotics (Industrial & Collaborative) +16.5%.
Strong themes8
Top change+16.5%
LeaderOneul E&m
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) | Oneul E&m | +22.26% | |
| Physical AI & Humanoid Robots | Hyundai Autoever | +29.97% | |
| Autonomous Driving | Hyundai Autoever | +29.97% | |
| Semiconductor Substrates (FC-BGA, MLB) | Dawon Nexview | +29.94% | |
| Semiconductor Equipment | Dawon Nexview | +29.94% | |
| Electric Cables | Gaon Cable | +29.97% | |
| Power Equipment | Gaon Cable | +29.97% | |
| Vaccines, Diagnostics & Epidemic Control | GeneOne Life Science | +29.92% |
Robotics stocks led the May 8 session. Robotics (Industrial & Collaborative) posted an average change of 16.53%, and all 10 of its stocks closed higher.
Physical AI & Humanoid Robots came next at 13.81%, led by Hyundai Autoever at 29.97%. Autonomous Driving returned after a 22-day gap with an average change of 13.22%.
Outside autos and robots, Semiconductor Substrates (FC-BGA, MLB) appeared as a new theme at 12.66%. Electric Cables rose 10.3% on average, with Gaon Cable up 29.97%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Robotics (Industrial & Collaborative) | 2 days running | +16.5% | 10/10 | Oneul E&m |
| 2 | Physical AI & Humanoid Robots | 2 days running | +13.8% | 10/10 | Hyundai Autoever |
| 3 | Autonomous Driving | recurred after 22 days | +13.2% | 10/10 | Hyundai Autoever |
| 4 | Semiconductor Substrates (FC-BGA, MLB) | new | +12.7% | 6/6 | Dawon Nexview |
| 5 | Semiconductor Equipment | recurred after 2 days | +10.9% | 10/10 | Dawon Nexview |
| 6 | Electric Cables | recurred after 2 days | +10.3% | 6/6 | Gaon Cable |
| 7 | Power Equipment | recurred after 2 days | +7.6% | 10/10 | Gaon Cable |
| 8 | Vaccines, Diagnostics & Epidemic Control | recurred after 21 days | +7.4% | 10/10 | GeneOne Life Science |
Theme by Theme
1. Robotics (Industrial & Collaborative) (2 days running)
- Episode: started 2026-05-07, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Keyang Electric Machinery 012200 | +29.9% | 8,480 | |
Hyundai Movex 319400 | +22.4% | 37,950 | |
Oneul E&m 192410 | +22.3% | 6,590 | ★ |
TPC Robotics 048770 | +17.1% | 4,665 | |
Pim Korea 448900 | +13.7% | 137,600 | |
I-robotics 066430 | +13.7% | 2,415 | |
Rainbow Robotics 277810 | +12.5% | 784,000 | |
Hallacast 125490 | +12.0% | 18,850 | |
PJ Electronics 006140 | +11.1% | 7,640 | |
Robotis 108490 | +10.8% | 334,500 |
Related news
- ‘7,500 턱밑’ 코스피…로봇·관세 판결에 현대차그룹 급등 — YTN (Korean)
- “로봇 완성도 높아졌네” 관련株 일제히 급등세 — 매일경제 (Korean)
- [오늘 A주] 해협 교전에 하락…테슬라 호재에 로봇 섹터 강세 — 뉴스핌 (Korean)
2. Physical AI & Humanoid Robots (2 days running)
- Episode: started 2026-05-07, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Autoever 307950 | +30.0% | 592,000 | ★ |
Hyundai Mobis 012330 | +15.3% | 509,000 | |
Pim Korea 448900 | +13.7% | 137,600 | |
MDS Tech 086960 | +13.3% | 3,160 | |
Rainbow Robotics 277810 | +12.5% | 784,000 | |
Hallacast 125490 | +12.0% | 18,850 | |
CMES Robotics 475400 | +11.8% | 37,550 | |
Robotis 108490 | +10.8% | 334,500 | |
Woorim Power Train Solution 101170 | +9.9% | 16,040 | |
Hyundai Glovis 086280 | +8.9% | 251,000 |
Related news
- [특징주] 현대오토에버, 로봇 SI 수혜 기대감에 사상 최고가 — EBN (Korean)
- [특징주] 현대오토에버, 로봇 기대감에 상한가…역대 최고가 경신 — 아주경제 (Korean)
- 기계체조 동작 선보인 아틀라스 개발형 모델에…현대오토에버 ‘上’ [줍줍리포트] — 서울경제 (Korean)
3. Autonomous Driving (recurred after 22 days)
- Episode: started 2026-05-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Autoever 307950 | +30.0% | 592,000 | ★ |
Nextchip 396270 | +16.4% | 5,950 | |
Hyundai Mobis 012330 | +15.3% | 509,000 | |
Telechips 054450 | +14.7% | 16,680 | |
MDS Tech 086960 | +13.3% | 3,160 | |
Hallacast 125490 | +12.0% | 18,850 | |
Sos Lab 464080 | +8.3% | 17,270 | |
Suresofttech 298830 | +8.1% | 8,170 | |
Hyundai Motor 005380 | +7.2% | 613,000 | |
Optrontec 082210 | +7.0% | 1,898 |
Related news
- [특징주] 현대오토에버, 로봇 SI 수혜 기대감에 사상 최고가 — EBN (Korean)
- [특징주] 현대오토에버, 로봇 기대감에 상한가…역대 최고가 경신 — 아주경제 (Korean)
- 기계체조 동작 선보인 아틀라스 개발형 모델에…현대오토에버 ‘上’ [줍줍리포트] — 서울경제 (Korean)
4. Semiconductor Substrates (FC-BGA, MLB) (new)
- Episode: started 2026-05-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dawon Nexview 323350 | +29.9% | 22,350 | ★ |
Simmtech Holdings 036710 | +21.1% | 5,060 | |
Simmtech 222800 | +8.7% | 115,800 | |
Neotechnicalsystem 085910 | +7.6% | 29,100 | |
TLB 356860 | +6.6% | 101,600 | |
Daeduck Electronics 353200 | +2.1% | 123,200 |
Related news
- [장중수급포착] 다원넥스뷰, 외국인/기관 동시 순매수… 주가 +18.31% — 뉴스핌 (Korean)
- 다원넥스뷰, 114억 규모 고속 본딩 장비 공급 계약 — 이데일리 (Korean)
- 다원넥스뷰, 115억 규모 pLSMB HSB 장비 공급계약 — 헤럴드경제 (Korean)
5. Semiconductor Equipment (recurred after 2 days)
- Episode: started 2026-05-08, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Dawon Nexview 323350 | +29.9% | 22,350 | ★ |
Pro2000 321260 | +19.4% | 3,760 | |
Advanced Process Systems 265520 | +16.8% | 30,200 | |
Hmnex 036170 | +9.9% | 8,770 | |
Protec 053610 | +7.0% | 86,500 | |
Device 187870 | +6.7% | 21,550 | |
Justem 417840 | +5.7% | 14,300 | |
Asflow 159010 | +5.1% | 14,500 | |
Russell 217500 | +4.6% | 2,730 | |
Tes 095610 | +4.2% | 92,900 |
Related news
- [장중수급포착] 다원넥스뷰, 외국인/기관 동시 순매수… 주가 +18.31% — 뉴스핌 (Korean)
- 다원넥스뷰, 114억 규모 고속 본딩 장비 공급 계약 — 이데일리 (Korean)
- 다원넥스뷰, 115억 규모 pLSMB HSB 장비 공급계약 — 헤럴드경제 (Korean)
6. Electric Cables (recurred after 2 days)
- Episode: started 2026-05-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gaon Cable 000500 | +30.0% | 477,000 | ★ |
Taihan Cable & Solution 001440 | +12.8% | 72,300 | |
LS Eco Energy 229640 | +7.7% | 90,100 | |
LS 006260 | +7.1% | 543,000 | |
Dawon Cable 006340 | +3.3% | 18,010 | |
Iljin Electric 103590 | +1.1% | 144,100 |
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7. Power Equipment (recurred after 2 days)
- Episode: started 2026-05-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gaon Cable 000500 | +30.0% | 477,000 | ★ |
Taihan Cable & Solution 001440 | +12.8% | 72,300 | |
LS Eco Energy 229640 | +7.7% | 90,100 | |
LS 006260 | +7.1% | 543,000 | |
Cheryong Industrial 147830 | +5.8% | 13,730 | |
Dawon Cable 006340 | +3.3% | 18,010 | |
GnCenergy 119850 | +2.8% | 38,000 | |
Sanil Electric 062040 | +2.6% | 331,000 | |
SuNAM 294630 | +2.1% | 4,415 | |
SemyungElectricMachinery 017510 | +2.0% | 16,570 |
Related news
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- AI 데이터센터 투자확대에 전선株 ‘역주행’…가온전선 25% 급등[특징주] — 이데일리 (Korean)
- [급등락주 짚어보기] 로봇·AI 전력망에 매수세…현대오토에버·가온전선 등 ‘上’ — 이투데이 (Korean)
8. Vaccines, Diagnostics & Epidemic Control (recurred after 21 days)
- Episode: started 2026-05-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GeneOne Life Science 011000 | +29.9% | 1,129 | ★ |
Sugentech 253840 | +13.0% | 6,250 | |
LabGenomics 084650 | +7.0% | 1,341 | |
Genematrix 109820 | +6.3% | 2,035 | |
EyeGene 185490 | +4.8% | 1,384 | |
Shinpoong Pharmaceutical 019170 | +4.3% | 11,510 | |
Boditech Med 206640 | +2.9% | 11,560 | |
Eagle Veterinary Technology 044960 | +2.3% | 3,960 | |
Seegene 096530 | +1.7% | 24,400 | |
Protia 303360 | +1.7% | 4,910 |
Related news
- 구조조정 속도 소식에 진원생명과학, 장초반 상한가 — 머니투데이 (Korean)
- [장중수급포착] 진원생명과학, 외국인 6일 연속 순매수행진… 주가 +10.75% — 뉴스핌 (Korean)
Closing Thoughts
The two robot themes now have a streak of 2 sessions. The next data point is whether Robotics (Industrial & Collaborative) extends that run.
Dawon Nexview led both chip themes at 29.94%, and news coverage cited equipment supply contracts. In Semiconductor Equipment, all 10 stocks rose, for an average change of 10.93%.