Renewable Energy and Marine Equipment Stocks Rally Amid Sharp Market Downturn

The Korean stock market suffered a steep decline at midday, with the KOSPI plunging 5.97% to 6,673.37 and the KOSDAQ dropping 5.29% to 748.48, while the USD/KRW rate stood at 1,478.49. Despite the broad market sell-off, select renewable energy and marine equipment shares managed to post strong gains, driven by sector-specific catalysts and institutional buying.

SK eternix (475150) +3.35%

P/E	P/B	EPS	Mkt Cap	ROE	Debt Ratio	52W Range
91.1	10.24	910	₩2.8T	9.60%	419.70%	17,210–87,700

SK eternix rose 3.35% amid a broader market downturn, driven by rising oil prices and geopolitical tensions in the Middle East, which boosted renewable energy stocks [3][4]. Additionally, news of the company's participation in offshore wind power projects acted as a dual catalyst, pushing the stock to hit new record highs [4]. While some reports on July 23, 2026, pointed to "two specific reasons" behind the sharp rally, the exact details of these reasons remain unconfirmed from the available headlines [2].

HD HYUNDAI ENERGY SOLUTIONS CO.,LTD. (322000) +9.27%

P/E	P/B	EPS	Mkt Cap	ROE	Debt Ratio	52W Range
50.28	5.02	3,721	₩2.1T	16.07%	31.44%	41,300–256,000

HD HYUNDAI ENERGY SOLUTIONS surged 9.27% at midday. The stock's upward momentum was primarily fueled by growing expectations of a recovery in the solar power industry [11], alongside simultaneous net buying from both foreign and institutional investors on July 24, 2026 [7]. Although the stock previously hit its daily limit-up and triggered volatility interruptions (VI), the precise underlying details or additional drivers behind this rapid surge remain unconfirmed from the provided headlines [8][9][10][12].

SKoceanplant (100090) +12.40%

P/E	P/B	EPS	Mkt Cap	ROE	Debt Ratio	52W Range
31.04	1.49	625	₩1.2T	5.63%	40.23%	12,500–31,600

SKoceanplant jumped 12.40% during midday trading. The stock's strong performance was driven by dual net purchases from foreign and institutional investors [14], coupled with a broader upward trend in the shipbuilding equipment sector [17]. While the stock experienced high volatility and triggered a trading halt (VI) on July 24, 2026 [16], specific details regarding how its core business operations influenced this sudden surge remain unconfirmed from the available headlines [15].

Sources

1. "하이닉스 290만→190만원됐는데"...하락장에서 주가 2배 뛴 SK이터닉스 — v.daum.net · 2026-07-23
2. [특징주]SK이터닉스 왜 이렇게 오르나…주가 급등 이끈 ‘두 가지 이유’ — 남도일보 · 2026-07-23
3. [특징주] 중동긴장·유가급등에 SK이터닉스 등 신재생주 급등(종합) — 연합뉴스 · 2026-07-20
4. [특징주] SK이터닉스, 유가 급등에 해상풍력 참여 '겹호재'···신고가 경신 — 서울파이낸스 · 2026-07-23
5. "한달새 114%↑"…SK이터닉스, 증권가 목표주가 '추월' — 뉴시스 · 2026-07-24
6. 이 와중에 상한가…SK이터닉스와 OCI홀딩스에 무슨일이? — 한국경제 · 2026-07-23
7. [장중수급포착] HD현대에너지솔루션, 외국인/기관 동시 순매수… 주가 +6.36% — 뉴스핌 · 2026-07-24
8. HD현대에너지솔루션 주가, 급등세... 주목받는 이유는? — 금강일보 · 2026-07-23
9. HD현대에너지솔루션, 상한가 진입.. +29.95% ↑ — 서울경제 · 2026-07-23
10. [속보] HD현대에너지솔루션 VI 발동, 주가 도약…주말 앞두고 흐름은? — CBC뉴스 · 2026-07-24
11. [특징주] HD현대에너지솔루션, 태양광 업황 개선 기대감에 8%대 급등 : 기업주식정보 — 재경일보 · 2026-07-24
12. HD현대에너지솔루션(322000)밀릴때마다 물량 모아둘 기회로 보이며 이후 전망 및 대응전 — ThinkPool · 2026-07-23
13. SK오션플랜트 주가, 7월 24일 장중 19,370원 12.22% 상승 — 톱스타뉴스 · 2026-07-24
14. [장중수급포착] SK오션플랜트, 외국인/기관 동시 순매수… 주가 +21.21% — 뉴스핌 · 2026-07-23
15. SK오션플랜트 주가, 급등세... 주력 사업은? — 금강일보 · 2026-07-24
16. [속보] SK오션플랜트 VI 발동, 주가 도약…8%대 급등 '들썩' — CBC뉴스 · 2026-07-24
17. 특징주, SK오션플랜트-조선기자재 테마 상승세에 5.74% ↑ — 매일경제 마켓 · 2026-07-24
18. SK오션플랜트 주가, 7월 23일 장중 16,050원 11.23% 상승 — 톱스타뉴스 · 2026-07-23

This is market commentary, not investment advice.