Weekly Theme Wrap (Jul 21 – Jul 25)
5 trading days · top 10 themes — most persistent is Lithium at 3 days (weekly avg. +10.3%). Best single day this week: Jul 21, +13.5%.
Average change over the period
Battery-linked themes led the week of Jul 21 to Jul 25. Lithium was strong on 3 days, with an average change of 10.27% and a best day of 13.53% on Jul 21.
Battery posted an average change of 11.26% and peaked at 11.32% on Jul 24. EV was also strong on 3 days, led by Motivelink and Inics.
Outside batteries, Steel Pipe rose 12.02% on Jul 23, led by Irem. Construction Equipment posted an average change of 5.89%, and Stablecoins rose 11.24% on Jul 25.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Lithium | 3d | +10.3% | 2025-07-21 (+13.5%) | recurred | Lithium-for-earth, Hydro Lithium |
| EV | 3d | +7.3% | 2025-07-24 (+8.3%) | running | Motivelink, Inics |
| Battery | 2d | +11.3% | 2025-07-24 (+11.3%) | recurred | A.f.w, Inics |
| Construction Equipment | 2d | +5.9% | 2025-07-24 (+6.2%) | running | HD Construction Equipment, HD Hyundai Infracore |
| Steel (Small & Mid Cap) | 2d | +5.8% | 2025-07-23 (+8.6%) | recurred | TCC Steel, Histeel |
| Shipbuilding Equipment | 2d | +4.6% | 2025-07-21 (+7.0%) | recurred | KS Industry, Taewoong |
| Steel Majors | 2d | +3.0% | 2025-07-23 (+3.5%) | recurred | SeAH Steel, Hyundai Steel Company |
| Shipbuilding | 2d | +2.7% | 2025-07-21 (+3.1%) | recurred | Hanwha Ocean |
| Steel Pipe | 1d | +12.0% | 2025-07-23 (+12.0%) | recurred | Irem |
| Stablecoins | 1d | +11.2% | 2025-07-25 (+11.2%) | recurred | Me2on |
Related News by Theme
- Lithium (2025-07-21) “리튬 가격도 오른다”…포스코·이녹스첨단소재 등 이차전지株 상승 랠리 — 파이낸셜뉴스 (Korean)
- Battery (2025-07-24) 2차전지·철강株 랠리에 포스코그룹 ETF 날았다 — 한국경제 (Korean)
- Construction Equipment (2025-07-24) HD현대건설기계, 2분기 영업이익 400억원…“신흥시장 수요↑” — EBN (Korean)
- Steel (Small & Mid Cap) (2025-07-23) [특징주]하이스틸, 미·일 LNG 프로젝트 협력 소식에 한국도 참여 기대감↑ — 아시아경제 (Korean)
What to Watch Next Week
The next question is whether battery themes keep their run going. Lithium and EV were each strong on 3 days this week.
Steel (Small & Mid Cap) and Steel Majors each returned for 2 strong days, and news about Histeel mentioned LNG project cooperation. Shipbuilding Equipment posted an average change of 4.6%.
Theme heatmap
| 07-21 | 07-22 | 07-23 | 07-24 | 07-25 | |
|---|---|---|---|---|---|
| Lithium | +13.5 | +7.3 | +10.0 | ||
| EV | +5.8 | +7.9 | +8.3 | ||
| Battery | +11.2 | +11.3 | |||
| Construction Equipment | +5.6 | +6.2 | |||
| Steel (Small & Mid Cap) | +3.0 | +8.6 | |||
| Shipbuilding Equipment | +7.0 | +2.2 | |||
| Steel Majors | +2.5 | +3.5 | |||
| Shipbuilding | +3.1 | +2.3 | |||
| Steel Pipe | +12.0 | ||||
| Stablecoins | +11.2 |