Rainbow Robotics and other South Korean robotics stocks rebounded over recent three days ending the 23rd, with Rainbow Robotics rising 6.17% to 508,000 won and Doosan Robotics climbing 3.25% to 69,800 won. The rally followed Samsung Electronics' announcement on the 21st of a new RX (Robotics Experience) business division directly under its CEO. These stocks had previously fallen by approximately half from their peaks in May and June, pressured by weak earnings, commercialization concerns, and broader KOSDAQ weakness, according to the Korea Exchange.
Rainbow Robotics Gains 35.65% Over Three Trading Days
According to the Korea Exchange, Rainbow Robotics closed at 508,000 won on the 23rd, up 6.17% from the previous session. The stock recorded three consecutive days of gains: 9.73%→16.28%→6.17%. Compared to the opening price of 374,500 won on the 21st, the stock rose 35.65%. Rainbow Robotics is a subsidiary where Samsung Electronics secured the largest shareholder position in 2024 and is a leading domestic robotics company.
Doosan Robotics, a collaborative robot specialist, also rose for three consecutive days at 3.4%→5.79%→3.25%, closing at 69,800 won, up 14.43% from its opening price of 61,000 won on the 21st. Hyundai Motor, which unveiled Atlas through its subsidiary Boston Dynamics at the beginning of the year, also rose during the same period to close at 429,000 won.
Robotics-related exchange-traded funds (ETFs) also recorded double-digit gains. According to the Korea Exchange, TIGER Korea Humanoid Robot Industry ETF rose 20.15% from an opening price of 7,320 won on the 21st to a closing price of 8,795 won on the 23rd. During the same period, ACE K Humanoid Industry TOP2+ rose 19.96% (7,815 won→9,375 won), HANARO K Humanoid Theme TOP10 rose 18.94% (6,390 won→7,600 won), and RISE AI&Robot rose 17.65% (9,180 won→10,800 won).
Samsung Electronics Announces RX Business Division on the 21st
Samsung Electronics announced on the 21st the establishment of an RX (Robotics Experience) business division directly under CEO Roh Tae-moon. The market interpreted this as a measure to expand the robotics business into a full-scale commercialization stage.
Robotics Stocks Had Fallen by Half From May-June Peaks
Until last week, robotics stock prices had been deteriorating. Rainbow Robotics rose to 880,000 won (closing price basis) on May 13, but fell by half to a closing price of 381,500 won on July 20. Doosan Robotics also dropped from 1,667,000 won on June 2 to 61,800 won on the 20th, and Hyundai Motor fell from 762,000 won on June 1 to 404,000 won on the 20th.
According to IBK Investment & Securities, the combined market capitalization of domestic robotics companies rose from approximately 16 trillion won in August 2025 to 49 trillion won in January 2026, then fell to 23 trillion won as of the July 20 closing price. This represents an average adjustment of -52.3% compared to six months prior and -33.6% compared to one month prior.
The decline resulted from profit-taking following valuation burdens from the early-year surge, reduced expectations for on-site robot deployment and commercialization due to labor union opposition within Hyundai Motor Group (which was at the center of robot momentum), and the absence of earnings from listed robotics companies.
IBK Investment & Securities Analyst Forecasts Differentiation in Third Quarter
Kim Hye-bin, a researcher at IBK Investment & Securities, stated that "short-term stock direction needs to be monitored in terms of commercialization speed and visibility." Kim added that "in the process of humanoid mass production momentum and individual supply chains becoming more concrete after the third quarter, there is a high possibility of differentiation emerging, where attention narrows from a broad rise across the robot theme to core component stocks within large enterprise value chains."
FAQ
Q: What percentage did Rainbow Robotics stocks rise over three trading days ending the 23rd?
A: Rainbow Robotics rose 35.65% from its opening price of 374,500 won on the 21st to 508,000 won on the 23rd, with three consecutive daily gains of 9.73%→16.28%→6.17%.
Q: Why did South Korean robotics stocks rebound after falling by half?
A: The rebound followed Samsung Electronics' announcement on the 21st of establishing an RX (Robotics Experience) business division directly under its CEO, which the market interpreted as a move toward full-scale commercialization of the robotics business.
Q: How much had the combined market capitalization of domestic robotics companies fallen by July 20?
A: According to IBK Investment & Securities, the combined market cap fell to 23 trillion won as of July 20 closing price, down from 49 trillion won in January 2026, representing a -52.3% adjustment compared to six months prior.
