Weekly Theme Wrap (Dec 22 – Dec 26)
4 trading days · top 10 themes — most persistent is Robotics (Industrial & Collaborative) at 3 days (weekly avg. +11.6%). Best single day this week: Dec 22, +21.6%.
Average change over the period
From Dec 22 to Dec 26, Robotics (Industrial & Collaborative) was strong on 3 days, more than any other theme. Keyang Electric Machinery and Woorim Power Train Solution led it.
The sharpest single-day move came from Space & Aerospace (Nuri Rocket, Satellites), with a best change of 21.62% on Dec 22. Its average change was 15.03%.
Kencoa Aerospace also led SpaceX and Defense & War. Autonomous Driving posted an average change of 13.1%, led by A-Tech Solution.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Robotics (Industrial & Collaborative) | 3d | +11.6% | 2025-12-22 (+14.8%) | running | Keyang Electric Machinery, Woorim Power Train Solution |
| Space & Aerospace (Nuri Rocket, Satellites) | 2d | +15.0% | 2025-12-22 (+21.6%) | recurred | Vitzro Nextech, Kencoa Aerospace |
| Autonomous Driving | 2d | +13.1% | 2025-12-26 (+13.9%) | running | A-Tech Solution |
| SpaceX | 2d | +10.7% | 2025-12-22 (+14.9%) | recurred | Kencoa Aerospace |
| HBM (High Bandwidth Memory) | 2d | +6.5% | 2025-12-22 (+6.8%) | recurred | Openedges Technology, PSK Holdings |
| AI & Robotics | 2d | +5.9% | 2025-12-22 (+9.1%) | recurred | KAON Group, Hallacast |
| Smart Factory | 2d | +5.6% | 2025-12-22 (+8.4%) | recurred | Smec, Hyundai Movex |
| Solar | 2d | +5.0% | 2025-12-22 (+7.0%) | running | RS Automation, Carry |
| Semiconductor Majors (Fabrication) | 2d | +4.2% | 2025-12-22 (+4.9%) | recurred | SK hynix, Samsung Electronics |
| Defense & War | 1d | +15.1% | 2025-12-22 (+15.1%) | recurred | Kencoa Aerospace |
Related News by Theme
- Robotics (Industrial & Collaborative) (2025-12-22) [특징주] 현대트랜시스 공급계약에…계양전기, 3거래일 연속 상한가 — 아주경제 (Korean)
- Autonomous Driving (2025-12-26) [특징주] 에이테크솔루션, 자율주행 기술 기대감에 25%대 급등 — 아주경제 (Korean)
- SpaceX (2025-12-22) [특징주]스페이스X 상장 기대감…국내 관련주 HVM·나노팀 ‘급등’ — 남도일보 (Korean)
- HBM (High Bandwidth Memory) (2025-12-22) [장중수급포착] 피에스케이홀딩스, 외국인/기관 동시 순매수… 주가 +5.59% — 뉴스핌 (Korean)
What to Watch Next Week
Robotics (Industrial & Collaborative), Autonomous Driving and Solar were flagged as consecutive runs into the week’s end. Autonomous Driving peaked on Dec 26 at 13.93%.
Chip themes recurred at a calmer pace: HBM (High Bandwidth Memory) averaged 6.55%, and Semiconductor Majors (Fabrication) averaged 4.22%. Whether that pace holds is the next test.
Theme heatmap
| 12-22 | 12-23 | 12-24 | 12-26 | |
|---|---|---|---|---|
| Robotics (Industrial & Collaborative) | +14.7 | +10.7 | +9.3 | |
| Space & Aerospace (Nuri Rocket, Satellites) | +21.6 | +8.4 | ||
| Autonomous Driving | +12.3 | +13.9 | ||
| SpaceX | +14.9 | +6.4 | ||
| HBM (High Bandwidth Memory) | +6.8 | +6.3 | ||
| AI & Robotics | +9.1 | +2.7 | ||
| Smart Factory | +8.4 | +2.9 | ||
| Solar | +7.0 | +3.0 | ||
| Semiconductor Majors (Fabrication) | +4.9 | +3.6 | ||
| Defense & War | +15.1 |