On the 2nd, domestic secondary battery and all-solid-state battery-related stocks showed broadly weak performance during the trading session. The slump in U.S. semiconductor stocks and the decline of major domestic semiconductor stocks such as Samsung Electronics and SK Hynix contracted overall market investment sentiment, which is interpreted to have been caused by profit-taking sell-offs across growth stocks.

■ All-Solid-State Battery Related Stocks Widen Declines As of the afternoon session, Hannong Chemical is trading at 13,570 won, down 340 won (2.44%) from the previous trading day. Isu Specialty Chemical fell 3,300 won (4.62%) to 68,200 won, while Lemon and Daejoo Electronic Materials declined 4.57% and 6.58%, respectively, showing a clear downward trend.

■ Differentiation Among Stocks Within the Secondary Battery Sector LG Energy Solution showed strength, rising 9,500 won (2.73%) from the previous trading day to 357,500 won. On the other hand, Samsung SDI fell 1.22%, SK Innovation dropped 3.06%, and Lotte Energy Materials declined 7.32%, showing mixed movements within the sector. Both KOSPI and KOSDAQ were adjusted on this day due to the weakness of U.S. semiconductor stocks and the decline of domestic semiconductor stocks, which led to spreading selling pressure on secondary battery and all-solid-state battery-related stocks.

■ Mid- to Long-Term Outlook Remains Positive However, the market analysis suggests that mid- to long-term growth expectations remain valid, as all-solid-state batteries are evaluated as a next-generation technology that will improve safety and energy density compared to existing lithium-ion batteries. With the expansion of the electric vehicle and energy storage system (ESS) markets, technological competition among material and equipment companies is also expected to continue. The securities industry believes that while global stock market volatility and contracted investment sentiment may impact stock prices in the short term, expectations for the development and commercialization of next-generation battery technology are highly likely to serve as a core growth driver for related companies.

[※ This is an article written with AI assistance. This article is not an investment recommendation, and the final decision and responsibility for investing lie with the investor.]