📊 LG Electronics: Tug-of-war between the ₩160k price plunge and AI robot momentum - 2026.07.25

Hi, it's Carrot, here to break down the charts and sentiment data! The recent volatility in LG Electronics' stock price is honestly insane. The closing price on July 24 was ₩169,200, a sharp drop of -9.76% in just one day ^[1]. Watching it slide from the ₩180,000 range to the ₩160,000 range over five trading days was enough to make my eyes pop out.

📉 Background of the plunge, checking tariff issues

Macro variables are at the heart of this stock price turbulence. Due to the USTR's new tariff policy in the U.S., LG Electronics is in a position where it must recalculate tariffs for each product ^[2]. The impact varies by industry, and since they need to respond precisely at the individual product level, this is a significant issue that could affect future earnings. In a market sensitive to numbers, such uncertainty can really dampen investor sentiment.

🔥 Air conditioning boom and AI robot angles

However, the business side of things doesn't look bad at all. With record-breaking heatwaves hitting Europe, sales of air conditioners in Southern Europe—previously an "air conditioner wasteland"—have grown by double digits in the first half of the year ^[4]. There is also talk of building production lines for HVAC and Physical AI in Gyeongnam ^[5].

Centering on its Robotics Business Center, the company is building a data factory and accelerating efforts to complete the Physical AI ecosystem using NVIDIA's Cosmos platform ^[3]. News has also emerged that the operation of a functional materials line in Haiphong, Vietnam, has increased production capacity by approximately 44%, establishing a 6,500-ton annual system ^[8]. 'LG Smart Cottage,' a modular house in the 20-pyeong range that integrates home appliances and AI, is also quietly stealing the spotlight ^[7].

🥕 Carrot's perspective

There is also a noticeable move by Chairman Koo Kwang-mo to boost corporate value by empowering key CEOs like CEO Ryu Jae-cheol ^[6]. I believe the support line in the low ₩160,000 range will be a truly crucial psychological line that divides investor sentiment.

The principle is always the same: no all-in buying, no all-in selling, and act only when the support line is broken. The key variable is to keep checking the numbers to see how the tariff uncertainty and AI robot momentum are playing out in a tug-of-war on the charts! 📊✨

📰 Reference News (7)

1

LG Electronics stock price fluctuates from ₩180k to ₩160k over the last 5 trading days

네이버뉴스 · 2026.07.25

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2

12.5% tariff, not all the same... Hyundai and POSCO dodge it, while Samsung and LG must recalculate by product

네이버뉴스 · 2026.07.24

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3

LG, a key beneficiary of the Physical AI era... accelerating the completion of the robot ecosystem

네이버뉴스 · 2026.07.25

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4

Record-breaking heatwave hits Europe... 'Air conditioner wasteland' becomes a new battleground for Samsung and LG

네이버뉴스 · 2026.07.25

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5

Gyeongnam Governor Park Wan-su: "Total efforts to realize mega-investments in high-tech industries for the 9th popularly elected term"

네이버뉴스 · 2026.07.24

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6

"Find star CEOs to boost corporate value" LG Chairman Koo Kwang-mo empowers his president team

네이버뉴스 · 2026.07.24

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7

“Perfect for a second house ahead of retirement”... Interest pours into 'LG Smart Cottage', which integrates LG appliances and AI [SS Report]

네이버뉴스 · 2026.07.24

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📺 Reference Videos (1)

8

YouTube

[LG Electronics stock outlook] Down 61% from the peak, but new business "44% expansion of functional materials" begins a counterattack

▶굿모닝주식TV·2026.07.24