KOSPI Plunges 5% as Robot Plays and Doosan Defy the Sell-Off

The KOSPI tumbled 5.12% to close at 6,257.45 amid heavy foreign and institutional selling, while the KOSDAQ bucked the trend with a 2.44% gain to 737.35. The session was defined by a sharp divergence, as robot-related small-caps surged on sector momentum, contrasting with broad-based blue-chip weakness.

COSMO ROBOTICS CO., Ltd (439960) +21.30%

COSMO ROBOTICS surged 21.30%, defying the KOSPI's sharp decline, as the broader domestic robotics sector attracted concentrated buying interest [1]. While the specific catalyst remains unclear from available headlines, a recent investment analysis report published on July 31 may have stimulated positive investor sentiment [2]. The move highlights a thematic rotation into robotics, with the stock rallying even as the main board experienced a near 5% crash, underscoring strong sector-specific momentum.

SPG CO., LTD (058610) +14.90%

SPG soared 14.90%, extending a powerful rally driven by a favorable outlook for its robotics components business and growing order expectations [4]. The company's competitive edge in precision reducers, a critical part for robots, has been highlighted as a key growth driver [7]. The intense buying pressure was so significant that a volatility interruption (VI) was triggered during the session, with the stock breaking back above the 110,000 won level [5].

DOOSAN (000150) +5.81%

Doosan climbed 5.81% as investors reacted positively to the finalized 2.3 trillion won share purchase agreement to acquire SK Siltron, a move seen as completing its semiconductor business puzzle for the AI era [12, 13]. The acquisition prompted Eugene Investment & Securities to raise its target price on the stock [9]. The rally was further supported by simultaneous net buying from both foreign and institutional investors in the previous session [10].

ROBOTIS (108490) +17.25%

ROBOTIS jumped 17.25%, but the specific reason for the surge could not be confirmed from the available headlines, which only reported the price movement without detailing a catalyst [14, 15, 16]. The stock's strong performance is consistent with the broader rally in KOSDAQ-listed robotics names, suggesting it is benefiting from the same thematic tailwinds that lifted peers like COSMO ROBOTICS and SPG.

APR (278470) +5.62%

APR gained 5.62% as analysts from Korea Investment & Securities pointed to increased valuation attractiveness following a sharp price decline in July, anticipating a rebound [17, 20]. This was coupled with growing expectations for strong second-quarter earnings [19, 21]. The brokerage maintained its target price of 520,000 won, citing a re-evaluation of the company's performance and growth potential, which fueled the positive session [18, 22].

Sources

1. 코스모로보틱스 레인보우로보틱스 등 국내 로봇주, 일부 약세에도 주가 전반적 강세…코스피 5% 가까이 급락 속 차별화 — CBC뉴스 · 2026-08-03
2. 코스모로보틱스 투자분석 2026. 07. 31 — 주달 · 2026-07-31
3. 에스피지 주가, 7월 31일 94,600원 23.18% 상승 마감 — 톱스타뉴스 · 2026-07-31
4. [베스트&워스트] 수주·로봇 호재에 오른 코스닥⋯아이크래프트·에스피지 30%대↑ — v.daum.net · 2026-08-01
5. [속보] 에스피지 VI 발동, 주가 급등 11만원선 회복…18%대 강세 — CBC뉴스 · 2026-08-03
6. 에스피지 주가, 급등세... 알고보니 이런 회사? — 금강일보 · 2026-08-03
7. [제조사 로봇 피벗] '감속기 병목' 돌파 에스피지… 탄탄한 본업에 업사이드 더했다 — 녹색경제신문 · 2026-08-03
8. 두산, 두 자릿수 성장에도 '폭등' 전 주가 회귀…수주 지연·건설 침체 리스크 공존 — 인베스트조선 · 2026-07-30
9. 두산, SK실트론 인수에 목표주가 상향-유진투자증권 - 머니투데이 — 머니투데이 · 2026-08-03
10. [장중수급포착] 두산에너빌리티, 외국인/기관 동시 순매수… 주가 +9.63% — 뉴스핌 · 2026-07-31
11. 두산 주가, 급등세... '이 소식'에 관심 집중 — 금강일보 · 2026-07-31
12. SK·두산, SK실트론 주식매매계약 체결…2조3000억 규모 — 전자신문 · 2026-07-31
13. 두산, SK실트론 품고 반도체 퍼즐 완성…AI 시대 승부수 통했다 — 디지털데일리 · 2026-08-03
14. 로보티즈 주가, 급등세... 왜? — 금강일보 · 2026-08-03
15. 로보티즈 주가, 7월 31일 183,800원 16.04% 상승 마감 — 톱스타뉴스 · 2026-07-31
16. 로보티즈 (108490) — 씽크풀 AI · 2026-07-31
17. 한투證 “에이피알, 7월 주가 급락으로 밸류에이션 매력 높아” - 조선비즈 — biz.chosun.com · 2026-08-02
18. 한국투자증권 "에이피알, 실적과 성장성 재평가.. 반등 가능" — 글로벌이코노믹 · 2026-08-02
19. [투데이’s 특징주] 에이피알, 2분기 실적 기대감에 장 초반 ‘강세’ By 투데이코리아 — Investing.com 한국어 · 2026-08-03
20. 한국투자증권 "에이피알, 밸류에이션 매력 높아…주가 반등 예상" — 컨슈머타임스 · 2026-08-02
21. [특징주] 에이피알, 2분기 호실적 기대에 강세⋯“8월엔 주가 반등” — 이투데이 · 2026-08-03
22. "에이피알, 실적발 주가반등 기대…목표가 52만 유지"-한국투자 — 네이트 · 2026-08-02

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