[Market Focus] Humanoid Strategy Included in Government Economic Growth Plan... Robot Stocks Rise

Expectations Rise for Increased Corporate Investment Following Passage of the "Yellow Envelope Act"

Shares of robot-related companies such as Robotis and Rainbow Robotics are showing strong performance. This is interpreted as being influenced by the inclusion of a humanoid strategy in the government's economic growth plan.

As of 9:59 a.m. on August 25, Robotis shares were trading at 98,500 won, up 16.70% from the previous trading day. At the same time, Rainbow Robotics was up 8.75%, reaching 286,000 won.

The news that the government has included a humanoid strategy as a key growth initiative appears to be a positive factor. On August 22, the government announced its economic growth strategy, stating that it would pursue seven major tasks in the corporate sector with the goal of becoming the world's leading nation in physical artificial intelligence (AI).

This includes a strategy to develop general-purpose humanoid robots, aiming to become one of the top three countries in humanoid technology within five years. The plan is to actively introduce humanoid robots across various industries, starting with logistics and expanding to manufacturing, construction, and more.

The passage of the amendment to the Trade Union and Labor Relations Adjustment Act, commonly known as the "Yellow Envelope Act," in the National Assembly's plenary session the previous day, led by the ruling party, also appears to have had an impact. The Yellow Envelope Act expands the definition of employers and the scope of labor disputes, and restricts companies from claiming damages against striking workers.

As a result, there are rising expectations that companies may introduce and invest in industrial robots or humanoids as a way to mitigate labor-related risks.