Weekly Theme Wrap (Jul 20 – Jul 24)
5 trading days · top 10 themes — most persistent is AI & Robotics at 3 days (weekly avg. +12.6%). Best single day this week: Jul 22, +23.2%.
Average change over the period
Robot stocks led the week of Jul 20 to Jul 24. Robotics (Industrial & Collaborative) had the week’s highest average change at 21.12%, with 2 strong days.
AI & Robotics was strong on 3 days with an average change of 12.61%, led by Maum.ai, Everybot and Udmtek. Physical AI & Humanoid Robots averaged 13.78%.
Energy themes also rose sharply. Solar had its best change of 19.24% on Jul 23, led by OCI Holdings Company and SK eternix. Wind averaged 11.81%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| AI & Robotics | 3d | +12.6% | 2026-07-23 (+13.8%) | running | Maum.ai, Everybot, Udmtek |
| Solar | 3d | +10.1% | 2026-07-23 (+19.2%) | running | OCI Holdings Company, SK eternix |
| Shipbuilding Equipment | 3d | +8.8% | 2026-07-23 (+10.5%) | running | SK oceanplant, CP System, Il Seung |
| Animal Feed | 3d | +6.8% | 2026-07-20 (+13.6%) | running | Korea Industrial |
| Plastic Alternatives & Biodegradables | 3d | +6.2% | 2026-07-20 (+9.2%) | running | Dae-il, Jinyoung |
| Shipping | 3d | +5.4% | 2026-07-20 (+10.9%) | recurred | STX Green Logis, Heung-a Shipping |
| Oil Refining | 3d | +3.9% | 2026-07-23 (+9.5%) | running | GS Holdings |
| Robotics (Industrial & Collaborative) | 2d | +21.1% | 2026-07-22 (+23.2%) | running | Everybot, SPG |
| Physical AI & Humanoid Robots | 2d | +13.8% | 2026-07-22 (+14.9%) | running | Elensys, KNS |
| Wind | 2d | +11.8% | 2026-07-23 (+16.7%) | recurred | SK eternix |
Related News by Theme
- AI & Robotics (2026-07-23) “AI를 경영에 어떻게 쓸까”···이노폴리스벤처협회, 최고위과정 개설 — 헬로디디 (Korean)
- Solar (2026-07-23) OCI홀딩스, 2분기 실적 개선 기대감에 20%대 급등 — 매일신문 (Korean)
- Shipbuilding Equipment (2026-07-23) KOMERI, 조선기자재 AI 시험망 구축…101억 투입 — 중도일보 (Korean)
- Animal Feed (2026-07-20) [서울데이터랩]코스피 거래상위 종목 희비 교차…고려산업 상한가, 형지엘리트·에넥스는 하한가 — 서울신문 (Korean)
- Plastic Alternatives & Biodegradables (2026-07-20) [특징주] 중동 리스크에 탈플라스틱주 ‘들썩’…진영 상한가 — 뉴스핌 (Korean)
What to Watch Next Week
The open question is whether the 3-day runs continue. Shipbuilding Equipment averaged 8.76%, and Plastic Alternatives & Biodegradables averaged 6.23%.
Shipping and Wind came back after a break rather than running on consecutive days. Shipping’s best change was 10.87% on Jul 20, and Oil Refining’s was 9.51% on Jul 23.
Theme heatmap
| 07-20 | 07-21 | 07-22 | 07-23 | 07-24 | |
|---|---|---|---|---|---|
| AI & Robotics | +13.7 | +10.4 | +13.7 | ||
| Solar | +6.1 | +4.9 | +19.2 | ||
| Shipbuilding Equipment | +5.7 | +10.5 | +10.1 | ||
| Animal Feed | +13.6 | +2.6 | +4.1 | ||
| Plastic Alternatives & Biodegradables | +9.2 | +4.7 | +4.7 | ||
| Shipping | +10.9 | +1.4 | +3.8 | ||
| Oil Refining | +0.9 | +9.5 | +1.4 | ||
| Robotics (Industrial & Collaborative) | +19.1 | +23.2 | |||
| Physical AI & Humanoid Robots | +12.7 | +14.9 | |||
| Wind | +7.0 | +16.7 |