Stocks related to nuclear power plant decommissioning are continuing to experience intraday volatility amid geopolitical tensions surrounding the United States and Iran. While the market believes that changes in the Middle East situation are once again highlighting the issue of energy security, sustaining interest in the overall nuclear power industry, profit-taking sell-offs are emerging in the short term, causing related stocks to trend downward.

During the morning trading session on the 11th, stocks classified under nuclear decommissioning and nuclear power, including Doosan Enerbility, KEPCO E&C, BHI, Woori Technology, Orbitech, and Woojin, all recorded declines simultaneously. Doosan Enerbility traded around 86,000 won, KEPCO E&C at 111,700 won, and BHI at 57,800 won, with the majority of key stocks showing weakness.

Investors' attention is focused on the possibility of a de-escalation in military tensions between the United States and Iran. U.S. President Donald Trump stated on the 10th (local time) that he had direct contact with the Iranian side, claiming that Iranian authorities conveyed their intention to halt airstrikes. He also made remarks suggesting that military operations against Iran could come to an end soon. However, the Iranian side immediately issued a rebuttal. Iranian government officials reportedly stated that the U.S. claims regarding a request to stop airstrikes or engage in negotiations are untrue. As the claims from both sides conflict, assessments indicate that uncertainty surrounding the Middle East situation persists.

The securities industry believes that if Middle East risks become prolonged, the importance of the nuclear power industry could be re-emphasized from the perspective of securing energy supply chain stability. In particular, as the decommissioning of aging nuclear power plants and the expansion of investments in next-generation nuclear power emerge as core tasks in global energy policy, mid- to long-term interest in related companies is expected to continue. However, experts analyzed that as profit-taking volume increases following the recent surge in nuclear power stocks, short-term stock price movements are highly likely to be influenced by international developments and changes in supply and demand. Market participants are paying close attention to future statements from the U.S. and Iran, international oil price trends, and changes in global energy policies.

[This article was written with the assistance of AI. This article is intended to provide information for reference in making investment decisions and does not recommend the purchase or sale of specific stocks. Losses arising from stock investments belong to the individual investor, and investment decisions must be made after sufficient review and under one's own responsibility.]