LG Electronics shares 27% higher, hitting the daily limit on expectations for robotics and physical AI

LG Electronics 5 month 21 hit the daily upper price limit intraday. Its share price rose 27%. Reports said expectations for physical AI and momentum related to its robotics business came into focus.

Expectations surrounding robotics-related news centered on products and the value chain. The potential for links between robot platforms and services was highlighted. Collaboration involving related components and software was also mentioned.

Samsung Electro-Mechanics announced that it had signed a large-scale supply contract for silicon capacitors, a key component in next-generation AI servers. The contract was reported to be worth 1 trillion 5,000 billion won. The news was followed by a reaction in related share prices.

Brokerages reportedly raised their target price for Samsung Electro-Mechanics. Buying sentiment temporarily strengthened as reports from securities firms were factored in. Market participants reportedly focused on the contract’s detailed terms and delivery schedule.

Nano announced that it had secured an order from Poland’s state-owned power company. The order was classified as the supply of equipment related to power infrastructure. The order news was accompanied by upward pressure on the share price.

Across the broader market, LG Electronics’ sharp rise, following the trend among established large-cap stocks, triggered a shift in investor sentiment. Sector responses diverged, including those of Samsung Electronics, SK hynix, and Hyundai Motor. Intraday trading saw increased volatility in some stocks.