May 21: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
8 strong themes — 8 recurred. Top: Robotics (Industrial & Collaborative) +22.7%.
Strong themes8
Top change+22.7%
LeaderRaon Robotics
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) | Raon Robotics | +29.97% | |
| AI & Robotics | MakinaRocks | +30.00% | - |
| Physical AI & Humanoid Robots | Il | +29.94% | |
| Auto Parts | KBI Metal | +30.00% | |
| Semiconductor Equipment | Raon Robotics | +29.97% | |
| Power Equipment | KBI Metal | +30.00% | |
| Autonomous Driving | Unitrontech | +29.86% | |
| Semiconductor Materials & Components | Unitrontech | +29.86% |
Robots led the May 21 session. Robotics (Industrial & Collaborative) topped every theme with an average change of 22.71%, and all 10 of its stocks closed higher.
AI & Robotics followed with an average change of 22.32%. Its leader, MakinaRocks, rose 30.0%. Headlines reported a second straight limit-up day for the stock after its listing.
The rally reached beyond robotics. Auto Parts posted an average change of 19.15%. Every theme in the report had 10 of 10 stocks closing higher.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Robotics (Industrial & Collaborative) | recurred after 6 days | +22.7% | 10/10 | Raon Robotics |
| 2 | AI & Robotics | recurred after 6 days | +22.3% | 10/10 | MakinaRocks |
| 3 | Physical AI & Humanoid Robots | recurred after 6 days | +21.0% | 10/10 | Il |
| 4 | Auto Parts | recurred after 8 days | +19.1% | 10/10 | KBI Metal |
| 5 | Semiconductor Equipment | recurred after 8 days | +18.6% | 10/10 | Raon Robotics |
| 6 | Power Equipment | recurred after 13 days | +18.6% | 10/10 | KBI Metal |
| 7 | Autonomous Driving | recurred after 13 days | +17.9% | 10/10 | Unitrontech |
| 8 | Semiconductor Materials & Components | recurred after 8 days | +17.6% | 10/10 | Unitrontech |
Theme by Theme
1. Robotics (Industrial & Collaborative) (recurred after 6 days)
- Episode: started 2026-05-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Raon Robotics 232680 | +30.0% | 18,300 | ★ |
Il 307180 | +29.9% | 8,550 | |
Robostar 090360 | +27.4% | 89,600 | |
Pim Korea 448900 | +24.8% | 98,000 | |
SPG 058610 | +23.8% | 125,900 | |
Dae-il 092200 | +19.2% | 7,380 | |
Neuromeka 348340 | +19.0% | 66,300 | |
Hyundai Movex 319400 | +19.0% | 38,500 | |
Robotis 108490 | +17.4% | 303,500 | |
Rainbow Robotics 277810 | +16.5% | 743,000 |
2. AI & Robotics (recurred after 6 days)
- Episode: started 2026-05-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
MakinaRocks 477850 | +30.0% | 78,000 | ★ |
Moadata 288980 | +29.9% | 1,189 | |
LG Electronics 066570 | +29.8% | 235,000 | |
Robostar 090360 | +27.4% | 89,600 | |
Artist Company 321820 | +25.4% | 4,300 | |
Nepes 033640 | +19.8% | 35,450 | |
Robotis 108490 | +17.4% | 303,500 | |
Hallacast 125490 | +15.8% | 15,580 | |
CMES Robotics 475400 | +15.1% | 30,100 | |
Samsung SDS 018260 | +12.4% | 185,300 |
Related news
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- 상장 첫날 ‘따따블’ 마키나락스, 연일 상한가 [오늘, 이 종목] — 매일경제 (Korean)
- [특징주] 마키나락스, 따따블 이어 상장 다음날도 상한가 직행 — 메트로경제 (Korean)
3. Physical AI & Humanoid Robots (recurred after 6 days)
- Episode: started 2026-05-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Il 307180 | +29.9% | 8,550 | ★ |
LG Electronics 066570 | +29.8% | 235,000 | |
Hyundai Mobis 012330 | +25.2% | 670,000 | |
Pim Korea 448900 | +24.8% | 98,000 | |
Neuromeka 348340 | +19.0% | 66,300 | |
Robotis 108490 | +17.4% | 303,500 | |
Rainbow Robotics 277810 | +16.5% | 743,000 | |
Hyundai Wia 011210 | +16.4% | 90,300 | |
Hallacast 125490 | +15.8% | 15,580 | |
CMES Robotics 475400 | +15.1% | 30,100 |
Related news
- [장중수급포착] 아이엘, 외국인/기관 동시 순매수… 주가 +29.94% — 뉴스핌 (Korean)
- “피지컬AI 사업 본궤도” 아이엘, 휴머노이드 로봇 첫 공급 — 파이낸셜뉴스 (Korean)
- 아이엘, 휴머노이드 ‘아이엘봇’ 초도 공급…30억 규모 계약 체결 — 이데일리 (Korean)
4. Auto Parts (recurred after 8 days)
- Episode: started 2026-05-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KBI Metal 024840 | +30.0% | 6,890 | ★ |
Hyundai Mobis 012330 | +25.2% | 670,000 | |
Pim Korea 448900 | +24.8% | 98,000 | |
Dae-il 092200 | +19.2% | 7,380 | |
Hyundai Wia 011210 | +16.4% | 90,300 | |
SL 005850 | +16.3% | 68,500 | |
Hallacast 125490 | +15.8% | 15,580 | |
Neooto 212560 | +15.6% | 13,780 | |
HL Mando 204320 | +14.8% | 60,400 | |
Sammi Metal Products 012210 | +13.3% | 12,180 |
5. Semiconductor Equipment (recurred after 8 days)
- Episode: started 2026-05-21, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Raon Robotics 232680 | +30.0% | 18,300 | ★ |
Robostar 090360 | +27.4% | 89,600 | |
EO Technics 039030 | +18.8% | 549,000 | |
Gis 306620 | +18.1% | 3,165 | |
Intekplus 064290 | +17.9% | 28,300 | |
HANMI Semiconductor 042700 | +15.7% | 332,500 | |
HanaMicron 067310 | +15.5% | 54,500 | |
SFA Semicon 036540 | +15.0% | 8,950 | |
VM 089970 | +14.5% | 59,900 | |
LOTVacuum 083310 | +12.9% | 13,730 |
6. Power Equipment (recurred after 13 days)
- Episode: started 2026-05-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KBI Metal 024840 | +30.0% | 6,890 | ★ |
TC Materials 125020 | +30.0% | 9,630 | |
Seondo Electric 007610 | +29.9% | 11,500 | |
LS Eco Energy 229640 | +19.8% | 89,400 | |
Gaon Cable 000500 | +17.0% | 409,000 | |
LS ELECTRIC 010120 | +13.8% | 271,500 | |
Sanil Electric 062040 | +12.4% | 276,000 | |
Dawon Cable 006340 | +12.4% | 15,220 | |
Iljin Electric 103590 | +10.3% | 110,400 | |
Hyosung Heavy Industries 298040 | +10.1% | 3,929,000 |
Related news
- 잘나가던 AI 전력설비주, 이달 20%대 급락…고금리·고환율에 차익실현 ‘직격탄’ — 이투데이 (Korean)
7. Autonomous Driving (recurred after 13 days)
- Episode: started 2026-05-21, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Unitrontech 142210 | +29.9% | 8,610 | ★ |
LG Electronics 066570 | +29.8% | 235,000 | |
Hyundai Mobis 012330 | +25.2% | 670,000 | |
Hallacast 125490 | +15.8% | 15,580 | |
HL Mando 204320 | +14.8% | 60,400 | |
Samsung Electro-mechanics 009150 | +13.5% | 1,204,000 | |
Hyundai Autoever 307950 | +12.7% | 629,000 | |
Hyundai Motor 005380 | +12.5% | 666,000 | |
Kia 000270 | +12.4% | 167,900 | |
Korea Fuel-tech 123410 | +11.9% | 6,670 |
8. Semiconductor Materials & Components (recurred after 8 days)
- Episode: started 2026-05-21, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Unitrontech 142210 | +29.9% | 8,610 | ★ |
Nepes 033640 | +19.8% | 35,450 | |
HVM 295310 | +17.7% | 110,900 | |
Protec Mems Technology 147760 | +17.7% | 8,060 | |
SAMYANG NC Chem 482630 | +17.6% | 22,300 | |
MKElectron 033160 | +16.8% | 34,000 | |
HanaMicron 067310 | +15.5% | 54,500 | |
KX Hitech 052900 | +14.2% | 2,020 | |
LK Chem 489500 | +13.4% | 35,500 | |
Hanyang Digitech 078350 | +13.0% | 37,450 |
Closing Thoughts
Every theme returned after a gap of 6 to 13 days and is on a streak of 1. The next session will show whether Physical AI & Humanoid Robots, with an average change of 21.01%, can extend that streak.
News on Il reported its first humanoid robot supply, and the stock gained 29.94%. A May 20 headline on Power Equipment cited profit-taking after a sharp drop earlier in the month.