According to Korea Exchange, the KODEX Solid-State Battery ESS TOP2 Plus ETF posted a one-month return of 21.24% as of September 4. Since its June listing, individual investors have made net purchases totaling 509 billion Korean won as capital rotates from semiconductor stocks to battery-related assets.
Global energy storage system (ESS) markets are driving investor interest. According to SNE Research, worldwide lithium-ion battery shipments for ESS reached 461.3 GWh in the first half of 2026, up 71% year-over-year, with North America growing 83%. South Korean battery makers are expanding North American production, with Samsung SDI and LG Energy Solution increasing their combined market share from 13.9% to 19.7% in the region.
