On the morning of the 5th, nuclear power and power infrastructure-related stocks are showing strength across the board during the trading session. Expectations for the full-scale launch of domestic new nuclear power plant and small modular reactor (SMR) projects, along with positive news from Doosan Enerbility's overseas nuclear equipment orders and participation in the global SMR supply chain, are driving investor sentiment.

• *Nuclear, Construction, and Power Equipment Stocks Rise Together**
• According to the morning's market figures, buying interest was concentrated on companies related to nuclear instrumentation and control, auxiliary equipment, and power generation facilities.
• Doosan Enerbility: Traded at 75,500 won, up 2,500 won (3.42%) from the previous trading day. It surged to as high as 76,600 won during the session, with trading volume exceeding 2.43 million shares.
• Wooree Technology: Climbed 7.01% to 11,600 won. The intraday high was 11,860 won, with volume topping 2.54 million shares.
• BHI: Up 2.71% to 51,200 won
• KEPCO Industrial: Up 3.06% to 11,440 won
• KEPCO Engineering & Construction: Up 2.12% to 101,100 won
• Iljin Power rose 3.83%, G2 Power gained 4.21%, and Geumyang Green Power advanced 3.77%.

• Additionally, nuclear construction and power equipment companies also trended higher.
• GS Engineering & Construction gained 8.35% to 31,150 won, while DL E&C rose 4.70% to 69,100 won.
• Hyundai Engineering & Construction increased 5.62% to 107,200 won, and Daewoo Engineering & Construction added 5.00% to reach 15,960 won.
• Others, including LS ELECTRIC (up 5.08% to 207,000 won), KEPCO KPS (up 2.73%), Boseong Power Tec (up 4.84%), and Korea Electric Power Corporation (up 2.28%), also rose in tandem.

Selection of New Nuclear Sites and Overseas Order Expectations Emerge Interest in nuclear stocks is closely tied to expectations for the expansion of new projects both domestically and internationally. According to Yonhap News Agency, Korea Hydro & Nuclear Power (KHNP) selected sites in Yeongdeok-gun, North Gyeongsang Province in June for the construction of two large-scale nuclear reactors with a total capacity of 2.8 GW, and areas in Gijang-gun, Busan for South Korea's first SMR unit. As a result, there are expectations that once the construction of large-scale nuclear plants and SMRs begins in earnest, work will be generated across the entire nuclear supply chain, including design, key equipment, instrumentation and control, construction, and maintenance.

Doosan Enerbility's overseas order achievements are also cited as a factor supporting investor sentiment. According to a Yonhap News report, Doosan Enerbility signed a contract last month with an affiliate of China's Dongfang Electric Corporation to supply ultra-large forgings for steam generators at Units 5 and 6 of the Laiyang nuclear power plant in Shandong Province. Following the forgings for Units 3 and 4, the company plans to sequentially supply channel heads and tube sheets through 2029 under this new contract.

In the SMR sector, Doosan Enerbility's participation in the UK's Rolls-Royce SMR project is drawing attention. According to ETNews, Doosan Enerbility was selected as a strategic partner for the fabrication of core equipment for the projects being pursued by Rolls-Royce SMR in the UK and the Czech Republic. The company plans to review the manufacturability and production methods of major equipment, such as reactors, to expand its participation in the global SMR supply chain.

Earnings and Future Stock Price Outlook Financial performance and order backlogs are also key factors in determining future stock price trends. According to an ETNews report, Doosan Enerbility recorded revenue of 4.2611 trillion won and operating profit of 233.5 billion won in the first quarter of 2026. Increased sales of nuclear equipment and gas turbines contributed to improved profitability, with the order backlog at the end of the first quarter totaling 24.1343 trillion won.

However, it is difficult to attribute the day's across-the-board rise in nuclear-related stocks to any single new contract or policy announcement. Each stock has a different level of exposure to the nuclear business and a different order structure, and the timing of actual earnings reflection also varies. The market is expected to keep a close eye on the future schedules for domestic new nuclear and SMR projects, the placement of equipment orders for the Czech nuclear plant, and whether overseas SMR projects will be converted into main contracts. Whether order expectations translate into actual revenue and operating profit is forecast to be the key variable that will determine the medium- to long-term trend of nuclear-related stocks.

[This article is provided as reference material for investment decisions and does not recommend the purchase or sale of any specific stock. Investors are solely responsible for their own stock investments. This article was written with AI assistance.]