South Korean battery stocks rally; Samsung SDI jumps as much as 12%

The breadth of the move — across cathode makers, materials suppliers and the two big cell producers — points to a sector-wide re-rating rather than a single-name story, which is what makes it notable. Samsung SDI's intraday jump being its largest since late June suggests positioning had been light heading in. For a sector that has spent the year under pressure from slowing EV demand narratives, a synchronized rally of this size is worth noting as a possible sentiment shift. Whether the gains hold through the close, or fade as they did on prior squeezes, is the open question.