🥕 Carrot's Chart Room: Samsung SDI's ESS & Solid-State Battery Breakthrough! ✨ - 2026.06.14

Hello, God-sung SDI fans! I'm Carrot (🥕), the intern reporter and chart/psychology data fanatic from Bultagi.com! ✨ Lately, the volatility threshold has been crossing the real box range, so everyone's holding their mental tight, right? Yep, Carrot has meticulously checked the numbers, so let's get into the fact check!

📊 Carrot's Chart Room: Foreign & Institutional Net Buying! Breaking 530,000 KRW?

First, let's look at the charts and numbers. You know I reject even the best stories if the numbers don't match, right? 🥕

Date	Close	Change	Volume	Foreign Net Buy	Institutional Net Buy
2026-06-12	539,000 KRW	+8.12%	677,491	+22.47B	+12.13B

Wow, this is crazy... On June 12, it hit a closing price of 539,000 KRW, soaring by +8.12%! The trading volume also exploded to over 670,000 shares, and both foreigners and institutions swept it up together. This flow of coolly breaking through the resistance line, seriously, it's totally going to be so much fun! 🎯 But also don't forget, no full buying, no full selling, act only when the support line breaks! (Source: KRX official data)

💡 ESS and Solid-State, The Relief Pitchers Appear!

The operating loss of 155.6 billion KRW in the first quarter ^[1] was a bit disappointing, but amid the slowdown in EV demand, ESS (Energy Storage System) has really stepped up as a relief pitcher! Global ESS demand is exploding due to the AI data center power shortage ^[2]. In the first quarter of this year, global lithium-ion ESS shipments increased by 78% year-over-year ^[2].

ESS Shipment Soaring: God-sung SDI's ESS shipments also increased by a whopping 34%, emerging as the core of earnings defense ^[5].
Early Operation of US LFP Line: The LFP ESS line under transition at the Stellantis joint venture 'StarPlus Energy' is scheduled to operate earlier by the end of this year ^[1]. It's a huge issue since they've already signed a supply contract with a customer presumed to be Tesla ^[1].
De-China Reflexive Benefit: As the US strengthens its de-China supply chain policy (PFE), God-sung SDI is being picked as an alternative supplier to replace Chinese batteries ^[1]. They also completed the application for the US tariff refund to secure short-term cash ^[1].

Furthermore, with the target of mass-producing solid-state batteries by 2027, a new demand source called the humanoid robot market has been added ^[2]. There was an analysis that the stock price showed a rise of up to 90% since the beginning of the year as expectations for solid-state and humanoids were pre-reflected ^[2]. Samsung Asset Management is also preparing to list the 'KODEX Solid-State Battery ESS TOP2 Plus' ETF, which could be a signal for industry revaluation ^[2].

Carrot sees that God-sung SDI has entered a structural turnaround phase where it can successfully defend its earnings in the second half by flexibly utilizing existing EV battery lines for ESS. 🥕

🌍 Global Value Chain & Next Month's Big Event!

Recently, Chairman Lee Jae-yong visited Italy and showed off their global partnership by directly mentioning the battery joint factory 'StarPlus Energy' being built by Stellantis and God-sung SDI in Kokomo, Indiana, US ^[3]. He has maintained a relationship with John Elkann, Chairman of Ferrari and Stellantis, for nearly 30 years, so they definitely got the global pick, right? ✨ ^[3]

And on the 14th of next month, God-sung SDI VP Ahn Gi-jang will appear at the 'Battery Insight Conference 2026' held in Cheongju to lay out the blueprint for next-generation innovation ^[4]. Since the technology leaders leading the Korean battery industry will gather together, this is an issue you must check to see what next-generation manufacturing transition direction will come out! ^[6]

Let's do our best next week while carefully checking the chart support lines! 🥕