Jul 21: 8 Strong Themes — Lithium, Battery
8 strong themes — 3 running · 5 recurred. Top: Lithium +13.5%.
Strong themes8
Top change+13.5%
LeaderLithium-for-earth
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 |
|---|---|---|---|
| Lithium | Lithium-for-earth | +29.92% | |
| Battery | Inics | +12.42% | |
| Shipbuilding Equipment | Taewoong | +28.04% | |
| EV | Inics | +12.42% | |
| Solar | Hanwha Solutions | +7.37% | |
| Petrochemicals | Hanwha Solutions | +7.37% | |
| Shipbuilding | Hanwha Ocean | +4.98% | |
| Steel (Small & Mid Cap) | TCC Steel | +6.08% |
Battery materials led the Jul 21 session. Lithium posted an average change of 13.53%, with all 9 stocks up for a second straight day.
Lithium-for-earth rose 29.92% and Hydro Lithium 29.82%. Battery followed at an average change of 11.21%, with Inics up 12.42%.
Breadth was wide: every stock in all eight themes closed higher. Shipbuilding Equipment returned after 12 days at an average of 7.0%, led by Taewoong’s 28.04% jump.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Lithium | 2 days running | +13.5% | 9/9 | Lithium-for-earth |
| 2 | Battery | 2 days running | +11.2% | 8/8 | Inics |
| 3 | Shipbuilding Equipment | recurred after 12 days | +7.0% | 10/10 | Taewoong |
| 4 | EV | recurred after 10 days | +5.8% | 9/9 | Inics |
| 5 | Solar | 2 days running | +4.7% | 10/10 | Hanwha Solutions |
| 6 | Petrochemicals | recurred after 47 days | +3.4% | 10/10 | Hanwha Solutions |
| 7 | Shipbuilding | recurred after 4 days | +3.1% | 6/6 | Hanwha Ocean |
| 8 | Steel (Small & Mid Cap) | recurred after 5 days | +3.0% | 10/10 | TCC Steel |
Theme by Theme
1. Lithium (2 days running)
- Episode: started 2025-07-18, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Lithium-for-earth 073570 | +29.9% | 1,307 | ★ |
Hydro Lithium 101670 | +29.8% | 2,190 | |
Joongang Advanced Materials 051980 | +22.7% | 2,810 | |
Chunbo 278280 | +12.3% | 46,400 | |
MNTECHCo 095500 | +6.0% | 10,470 | |
SungEel HiTech 365340 | +5.7% | 39,300 | |
LG Chem 051910 | +5.3% | 287,000 | |
POSCO Holdings 005490 | +5.1% | 327,000 | |
Kwangmu 029480 | +4.9% | 2,455 |
Related news
- “리튬 가격도 오른다”…포스코·이녹스첨단소재 등 이차전지株 상승 랠리 — 파이낸셜뉴스 (Korean)
- 리튬 가격 반등에 2차전지 업종 강세…시장 기대감 회복 — 이데일리 (Korean)
- 하이드로리튬·리튬포어스, ‘리튬값 급등’ 2거래일째 上 [특징주] — 파이낸셜뉴스 (Korean)
2. Battery (2 days running)
- Episode: started 2025-07-18, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Kga 455180 | +15.1% | 6,550 | |
Sama Aluminium 006110 | +13.9% | 21,500 | |
Inics 452400 | +12.4% | 12,580 | ★ |
Chunbo 278280 | +12.3% | 46,400 | |
Lotte Energy Materials 020150 | +12.1% | 26,450 | |
People & Technology Ms 257370 | +8.6% | 3,285 | |
Duksan Techopia 317330 | +7.8% | 16,930 | |
HT Robotics 396300 | +7.3% | 3,660 |
Related news
- 中 과잉생산 경고에…국내 2차전지株 들썩 — 한국경제 (Korean)
- 中 공급 관리·美 흑연 관세에…2차전지 소재株 다시 기지개 — 이데일리 (Korean)
- 지역 2차전지 기업들 실적부진속 ‘脫중국’ 수혜 받나…하반기 반등 기대감 — 영남일보 (Korean)
3. Shipbuilding Equipment (recurred after 12 days)
- Episode: started 2025-07-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Taewoong 044490 | +28.0% | 43,150 | ★ |
SK oceanplant 100090 | +7.8% | 20,800 | |
Hanwha Engine 082740 | +7.2% | 28,950 | |
Sung Kwang Bend 014620 | +5.2% | 30,500 | |
HD-Hyundai Marine Engine 071970 | +4.7% | 53,000 | |
Sejin Heavy Industries 075580 | +4.2% | 11,310 | |
HD Hyundai Marine Solution 443060 | +4.0% | 185,100 | |
STX Engine 077970 | +3.5% | 20,750 | |
T. K 023160 | +2.7% | 19,800 | |
Dongsung Finetec 033500 | +2.6% | 23,450 |
Related news
- [장중수급포착] 태웅, 기관 5일 연속 순매수행진… 주가 +17.06% — 뉴스핌 (Korean)
4. EV (recurred after 10 days)
- Episode: started 2025-07-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Inics 452400 | +12.4% | 12,580 | ★ |
HT Robotics 396300 | +7.3% | 3,660 | |
Shinsung ST 416180 | +7.3% | 42,750 | |
LG Chem 051910 | +5.3% | 287,000 | |
Solus Advanced Materials 336370 | +4.4% | 8,940 | |
LS Materials 417200 | +4.4% | 11,120 | |
Sewon 234100 | +4.4% | 1,410 | |
Cosmo Advanced Materials & Technology 005070 | +3.3% | 38,800 | |
NanoTIM 417010 | +3.3% | 5,600 |
5. Solar (2 days running)
- Episode: started 2025-07-18, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
LOTVacuum 083310 | +8.4% | 11,500 | |
Hanwha Solutions 009830 | +7.4% | 37,900 | ★ |
OCI Company 456040 | +5.0% | 60,400 | |
Advanced Nano Products 121600 | +4.8% | 54,600 | |
G2Power 388050 | +4.5% | 9,580 | |
SK eternix 475150 | +4.4% | 23,550 | |
Paru 043200 | +3.7% | 1,417 | |
Lake Materials 281740 | +3.6% | 12,900 | |
Dae Myoung Energy 389260 | +2.7% | 26,250 | |
Korea Electric Power 015760 | +2.5% | 37,150 |
Related news
- 북미 태양광 수요 회복 기대감에···한화솔루션 7% 급등 — 매일경제 (Korean)
- [특징주] 한화솔루션, 2분기 흑자 기대에 7%↑…美 태양광 회복 수혜 — 메트로경제 (Korean)
- [특징주]한화솔루션, 2분기 흑자전환 전망에 11%대 강세 — 아시아경제 (Korean)
6. Petrochemicals (recurred after 47 days)
- Episode: started 2025-07-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Solutions 009830 | +7.4% | 37,900 | ★ |
LG Chem 051910 | +5.3% | 287,000 | |
Lotte Chemical 011170 | +4.4% | 68,900 | |
Korea Petro Chemical Ind 006650 | +4.4% | 105,000 | |
Kumho Petro Chemical 011780 | +3.2% | 130,300 | |
SKC 011790 | +2.9% | 102,900 | |
Isu Chemical 005950 | +2.1% | 6,440 | |
KPX Chemical 025000 | +1.5% | 52,900 | |
Kolon Industries 120110 | +1.3% | 44,050 | |
SK Innovation 096770 | +1.2% | 114,900 |
Related news
- 북미 태양광 수요 회복 기대감에···한화솔루션 7% 급등 — 매일경제 (Korean)
- [특징주] 한화솔루션, 2분기 흑자 기대에 7%↑…美 태양광 회복 수혜 — 메트로경제 (Korean)
- [특징주]한화솔루션, 2분기 흑자전환 전망에 11%대 강세 — 아시아경제 (Korean)
7. Shipbuilding (recurred after 4 days)
- Episode: started 2025-07-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Ocean 042660 | +5.0% | 84,400 | ★ |
HD Hyundai Heavy Industries 329180 | +4.8% | 425,000 | |
Samsung Heavy Industries 010140 | +3.2% | 19,400 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +2.9% | 341,000 | |
HJ Shipbuilding & Construction 097230 | +2.5% | 7,540 | |
HD Hyundai Mipo 010620 | +0.5% | 201,000 |
8. Steel (Small & Mid Cap) (recurred after 5 days)
- Episode: started 2025-07-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK oceanplant 100090 | +7.8% | 20,800 | |
TCC Steel 002710 | +6.1% | 18,310 | ★ |
Hanil Iron & Steel 002220 | +3.6% | 3,000 | |
Keum Kang Steel 053260 | +3.3% | 4,690 | |
Kumkang Kind 014280 | +2.0% | 4,870 | |
YulChon 146060 | +1.7% | 1,444 | |
Dongkuk Industries Company 005160 | +1.5% | 4,100 | |
NI Steel 008260 | +1.5% | 3,825 | |
Nexteel 092790 | +1.5% | 14,600 | |
Dongyang S·TEC 060380 | +1.1% | 1,500 |
Closing Thoughts
The Lithium episode in the data spans 2025-07-18 to 2025-07-22. The next points to track are whether its 2-day streak extends and whether Battery keeps pace.
Solar also held a 2-day streak at 4.71%, with Hanwha Solutions up 7.37% amid reports of a hoped-for Q2 profit. Petrochemicals reappeared after a 47-day gap.