In the morning session on the 5th, renewable energy-related stocks such as Jusung Engineering and Hanwha Solutions are rallying across the board. Buying interest is spreading throughout sub-sectors including solar power, power equipment, and energy infrastructure.

Semiconductor & Solar Equipment Jusung Engineering is trading at 139,400 won, up 3,400 won (2.50%) from the previous trading day. It opened at 145,800 won and moved within a box range of 136,200–145,800 won during the session, with a trading volume of 645,498 shares. In the same sector, Macus rose 6.04% to 23,700 won, and Abaco traded up 2.61% at 11,020 won. Wonik IPS gained 0.21% to 96,700 won, and Unitest rose 3.82% to 8,970 won. LOTTE BCAM and Lake Materials also climbed 2.92% and 3.38%, respectively.

Power Equipment & Energy Infrastructure G2 Power rose 4.07% from the previous trading day to 7,670 won, and Korea Electric Power Corporation (KEPCO) gained 2.13% to 35,900 won. LS ELECTRIC advanced 5.08% to 207,000 won, and Samsung C&T recorded a 5.58% increase to 340,500 won. Soosan Industries also rose 2.03% to 22,600 won.

Solar Stocks — Hanwha Solutions Leads the Gains Hanwha Solutions surged 4,150 won (15.49%) from the previous trading day to trade at 30,950 won. During the session, it rose as high as 31,700 won, with trading volume exceeding 4.63 million shares. OCI Holdings climbed 9.78% to 247,000 won, and OCI rose 5.10% to 76,300 won. S Energy gained 6.62%, Daemyung Energy rose 7.72%, and HD Hyundai Energy Solutions also advanced 2.64%. Shinsung E&G traded up 4.98% at 16,430 won, and Gridwiz rose 4.69% to 13,830 won. Geumyang Green Power and SK Enmove also posted gains of 2.99% and 2.87%, respectively.

Some Stocks Decline as Trends Diverge However, not all related stocks rose. Hansol Technics fell 2.35%, while Nano Advanced Materials and Daejoo Electronic Materials also showed slight weakness. Stock price movements are diverging depending on each company's business structure and supply-demand conditions.

It is difficult to attribute today's rally in renewable energy stocks to a single policy or contract. Stocks from different business areas—solar power, power grids, energy storage systems, and power generation infrastructure—are moving together, making it necessary to distinguish between sector-wide investment sentiment and company-specific catalysts. In particular, whether the upward momentum in key stocks such as Jusung Engineering and Hanwha Solutions translates into actual order wins, revenue growth, and improved profitability is expected to be the key variable that will determine future stock price trends.

[※ This article is not intended to solicit investment. The final decision and responsibility for investments lie with the investor, and this publication bears no responsibility for the outcome of any investment.]