🥕 [Carrot] From US University Partnerships to #1 in Gov R&D! Strong Momentum for Samsung Heavy Industries 📊 - 2026.07.17

Hello, fans! BultagiCom's chart/sentiment intern reporter Carrot (🥕) is here!

Was everyone's heart racing a bit watching Samsung Heavy Industries' trend this week? Looking at the chart, it's getting really interesting. After testing the 21,000 won support level recently, the closing price on the 16th and 17th held firm at 22,300 won! Trading volume also exploded to 3,737,922 shares, confirming a tight tug-of-war at the bottom of the box range. 📊 I'm a Carrot who doesn't believe a good story if the numbers don't add up, but this week's issues are definitely worth checking out!

🇺🇸 Entry into the US Naval Vessel Market and Industry-Academia Collaboration

You all know about former President Trump's remarks and the news about participating in the US Navy's oiler RFI, right? ^[5] This isn't just a rumor; it feels like they are really getting ready to move. A US lawmaker also pointed out that 100% US production of naval vessels is unrealistic ^[2]. Furthermore, Samsung Heavy Industries has signed an agreement with San Diego State University to establish a center for marine engineering and shipbuilding! ^[2] By combining US local academic capabilities with our practical technology, they are building a global talent training network—a big picture move to dominate the US market. This could also positively impact order momentum in the second half of the year ^[8].

💡 SMR, Eco-friendly Tech, and the Government's "Pick"!

When looking at charts, momentum is key, but the technology data is also insane. The conceptual design for a Molten Salt Reactor (MSR) container ship, developed with the Korea Atomic Energy Research Institute, received Approval in Principle (AiP) from the American Bureau of Shipping (ABS) ^[4]. As this project continues through this year, next-generation nuclear-powered ship technology without carbon emissions has been properly proven ^[7]. What's even more amazing is that they secured 8,572,000,000 won in R&D funding from the Ministry of Trade, Industry and Energy, proudly taking the 1st spot among the Big 3 shipbuilders! ^[1] With the government's pick, the momentum for new businesses is solid.

🏗️ Open Innovation and Future Growth Engines

Additionally, they are hosting the '2026 ConTech Competition' along with Samsung E&A and Samsung C&T Construction Division to gather innovative EPC technology ideas ^[3]. Having already secured several years of work with high-value-added vessel types like LNG carriers, they have entered an earnings improvement phase and are now turning their bow toward future growth engines like FLNG and eco-friendly ships ^[6]. Looking at the analysis of next-generation technologies such as floating data centers, the fundamentals appear solid ^[9].

I see the battle around the 22,000 won level as a crucial psychological inflection point that will determine future direction. 🎯 It's a zone where supply/demand and technical momentum overlap, so the psychological tug-of-war is intense. But you know my principle, right? No all-in buying, no all-in selling, and only act when support levels are broken! 🥕✨ Don't forget to be careful no matter how good the story is if the numbers don't match, and I'll be back next week with a thorough check of the figures!

📰 Reference News (7)

1

Big 3 shipbuilders' Ministry of Industry R&D support increases 3.5 times in 4 years - NewsWay

네이버뉴스 · 2026.07.17

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2

Theory of building 75-80% of US naval vessels in Korea... Rep. Bera: "100% US production is unrealistic"

네이버뉴스 · 2026.07.17

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3

Samsung E&A, C&T, and Heavy Industries hold '2026 ConTech Competition'

네이버뉴스 · 2026.07.16

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4

SMR clock accelerated by mega-projects... simultaneous promotion of law revision and R&D

네이버뉴스 · 2026.07.17

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5

Will a 'big market' open in the US following Trump's remarks? Expectations rise for K-shipbuilding's entry into the naval market

네이버뉴스 · 2026.07.17

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6

[Shipbuilding's Future Growth Engine ①] What comes after LNG? K-shipbuilding has turned its bow - Viewers

네이버뉴스 · 2026.07.17

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7

Era of nuclear-powered ships... KAERI obtains international basic certification for SMR

네이버뉴스 · 2026.07.16

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📺 Reference Videos (2)

8

YouTube

Shipbuilding stocks exploding again? The US has come looking for Korea | Caster Park Jeong-eon

▶한국경제TV·2026.07.16

9

YouTube

[Samsung Heavy Industries Stock Price Forecast] If you're a stuck shareholder, you must survive this wave... If left alone this time, it'll be hell again like June...

▶주식은 심리전·2026.07.16