On the morning of the 29th, nuclear decommissioning-related stocks showed broad weakness during the trading session. With no new policies or order announcements emerging as catalysts, short-term funds that had recently flowed into the nuclear power theme exited, dampening investor sentiment across related stocks overall. Declines were seen regardless of sub-sectors, including nuclear control systems, equipment, radiation management, and maintenance. Some stocks were pushed down to intraday lows, indicating a sluggish trend across the entire nuclear decommissioning theme.

■ Small- and Mid-Cap Nuclear Decommissioning Stocks Widen Losses

As of the morning of the same day, Woori Technology traded at 8,390 won, down 7.09% from the previous trading day. It opened at 9,130 won and rose to as high as 9,200 won during the session, but selling pressure pushed it down to 8,340 won, with trading volume exceeding 1.28 million shares.

KNR Systems traded at 15,970 won, down 9.26%, recording the steepest decline among related stocks. It opened at 18,310 won during the session and dropped to as low as 15,700 won, with a trading volume of 690,000 shares.

BHI, a nuclear equipment-related stock, traded at 37,950 won, down 4.77%. It rose to as high as 42,000 won during the session but failed to maintain the upward momentum and was pushed back to lower levels.

Korea Hydro & Nuclear Power (KEPCO E&C) stood at 85,500 won, down 3.72%. The intraday high was 89,900 won, but losses widened, and it traded near intraday lows.

Wonil TNI fell 3.08% to 6,290 won, and Bitsro Tech dropped 2.74% to 7,090 won. Orbitech traded at 3,950 won, down 2.35% (after rising to 4,200 won during the session, it was pushed to lows amid increased selling pressure). With Tech declined 1.88% to 8,330 won, and S&L fell 1.64% to 2,400 won. Woojin, a nuclear instrumentation-related stock, also slipped 1.36% to 12,340 won.

■ Large-Cap Nuclear-Related Stocks Also Struggle

Large-cap stocks were not immune to the weakness either. Doosan Enerbility traded at 64,400 won, down 0.46%. It rose to as high as 67,100 won during the session before being pushed down to 62,400 won, expanding volatility, with trading volume surpassing 1.97 million shares. Korea Electric Power Corporation (KEPCO) KPS fell 0.79% to 43,900 won, and Hyundai Engineering & Construction dropped 5.09% to 89,500 won, settling near intraday lows. Daechang Solution and Hantec declined 1.48% and 0.21%, respectively.

■ Future Variables and Investment Considerations

On this day, nuclear decommissioning-related stocks all declined with no advancing issues, revealing weakened supply and demand across the sector. The broad deterioration in short-term investor sentiment toward the theme appears to have had a greater impact on stock prices than differences in specific sub-businesses such as nuclear construction, maintenance, radioactive waste processing, and decommissioning technology.

Going forward, the trend of related stocks is expected to be influenced by the government's nuclear decommissioning policies, the decommissioning schedule for Kori Unit 1, the tendering of radioactive waste processing projects, and the winning of domestic and international nuclear maintenance and decommissioning orders. However, in a phase where stocks are driven primarily by theme-based supply and demand without concrete contracts or policy announcements, both trading volume and price volatility may expand simultaneously, making it necessary to verify actual business performance.

[This article is not intended to recommend the purchase or sale of any specific stock. Stock prices in the market can fluctuate rapidly depending on corporate performance, supply and demand, and market conditions, so investment decisions and responsibilities lie with the investor. Intraday stock prices and rates of change included in the article may vary depending on the time of writing. This article was written with AI assistance.]