Wind Stocks Lead: Daemyung Energy +29.96%, Solar/Wind Theme Up 11.27%, Why?
Wind stocks moved together across the theme today.
At the November 4, 2026 close, the solar/wind theme averaged +11.27%.
Today's Numbers at a Glance
- At the November 4, 2026 close, the solar/wind theme posted a strong relative move, averaging +11.27%.
- Daemyung Energy (389260) led the gainers, while Unison (018000) stayed weak, so breadth matters here.
- This piece uses data that passed the KOSPI reference-date and price-outlier checks. Next session, watch trading value persistence and follower-stock spread first.
- Strong theme today: Solar/Wind
- Theme average change: +11.27%
- Leading gainer: Daemyung Energy (389260) +29.96%
- Weakest in theme: Unison (018000) -4.21%
Why Did Solar and Wind Run Today?
The solar/wind theme covers renewable energy companies, including solar panel, inverter, and module makers, along with wind turbine, tower, and offshore wind installation and operation players.
Companies tied to power generation equipment supply, EPC, and operations and maintenance are in scope.
Today the theme averaged +11.27%.
To tell a single-stock story from a theme-wide spread, compare the leader with the followers.
Leaders and Laggards, Stock by Stock
| Stock | Market | Change | Check Point |
|---|---|---|---|
| Daemyung Energy (389260) | KOSDAQ | +29.96% | Develops and operates wind and solar power plants. |
| Hanwha Solutions (009830) | KOSPI | +18.64% | A major solar player that makes modules and develops and operates projects through Hanwha Q Cells. |
| HD Hyundai Energy Solutions (322000) | KOSPI | +12.47% | Makes and sells solar cells and modules. |
| OCI Holdings (010060) | KOSPI | +10.38% | Supplies polysilicon, a core solar raw material in the value chain. |
| CS Bearings (297090) | KOSDAQ | +8.35% | Makes slewing bearings for wind turbines. |
| CS Wind (112610) | KOSPI | +7.59% | A top-tier global maker of wind towers and offshore wind substructures. |
What to Check Next Session
- Check whether today's strength came with rising trading value.
- Separate names that held gains into the close from those with long upper wicks.
- Check whether the US-linked ETF and peer flow continues.
- Look for laggards within the theme, and separate cheap-stock rotation from structural momentum.
Explore Further
- Today's market close briefing: PickStock Insight
- Browse other theme stocks: Theme Explorer
Published 2026-11-04 16:40 KST. Data sources: PickStock theme DB, Yahoo Finance price cache. Generated automatically after checking price outliers and the day's index reference date. For information only, not investment advice.
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관심 테마로 저장하면 마이페이지에서 다시 볼 수 있고, 강한 움직임이 생길 때 주간 테마 시그널과 연결해 확인할 수 있습니다.
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