The government has announced plans to foster the physical artificial intelligence (AI) and robotics industry, leading to a surge in related stocks early in the trading session.
As of 9:23 a.m. on August 6, Klobot shares rose by 4,050 won (14.26%) to 32,450 won. Klobot specializes in robotic solutions and services.
At the same time, other major robotics stocks also showed gains, including Justech (17.95%), Robostar (7.29%), T-Robotics (5.55%), KRM (2.77%), and Benoti & R (2.35%).
The government's announcement of plans to develop physical AI as a key growth driver and expand the adoption of AI robots across various industries has attracted investor interest.
During a meeting of the Emergency Economic Headquarters and the Economic and Structural Innovation Ministers' Meeting, led by Deputy Prime Minister and Minister of Economy and Finance Ku Yun-cheol, the government unveiled its 'Directions for Promoting Economic Structural Innovation.'
The government plans to develop specialized humanoids for ten key industries, including chemicals, steel, automotive, batteries, shipbuilding, home appliances, logistics, healthcare, hospitality, and displays, and aims to deploy 1,000 AI robots annually in industrial settings. It will also expand research and development (R&D) for core components such as actuators, sensors, and robotic hands, and establish a robotics foundry in Saemangeum along with a testing field in the Daegu-Gyeongbuk region.
Market analysts believe that if the government's robotics industry promotion policy is fully implemented, companies involved in industrial robots and physical AI will benefit significantly. Park Sun-young, a researcher at Mirae Asset Securities, noted that Klobot is a key partner of Boston Dynamics' four-legged robot 'Spot,' and expects benefits from the commercialization of Spot in semiconductor factories and public safety sectors, as well as the expansion of patrol services.
* This article has been translated by AI.
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