Nuclear decommissioning-related stocks showed mixed intraday movements on the 1st.

While buying flowed into some stocks such as KNR System and S&W, major nuclear power-related stocks including Doosan Enerbility, Wooree Technologies, and KEPCO E&C declined, meaning the theme did not move in unison.

[Rising Stocks... KNR System Climbed to 19,900 Won intraday]

During the morning session, KNR System rose 4.52% from the previous trading day to 17,810 won. At one point during the session, it climbed as high as 19,900 won, showing relatively strong volatility among nuclear decommissioning-related stocks.

S&W also gained 1.64% to 2,480 won. Its intraday low was 2,300 won and its high was 2,480 won.

[Falling Stocks... Wooree Technologies Drops Over 8%]

In contrast, Wooree Technologies fell 8.28% to 10,640 won, a relatively large decline. The stock rose to as high as 11,610 won intraday before dropping to 10,550 won, showing widened volatility.

KEPCO E&C fell 5.07% to 110,500 won, and Doosan Enerbility dropped 2.18% to 80,700 won. BHI also weakened 3.50% to 60,600 won.

In addition, Daechang Solution fell 1.59% to 1,854 won, and Orbitech declined 3.56% to 4,465 won. KEPCO KPS slipped 0.98% to 45,350 won, Woojin lost 2.26% to 12,950 won, and Hyundai Engineering & Construction fell 3.24% to 119,300 won. Wonil TNI dropped 1.05% to 7,530 won, and Bitsro Tech declined 1.53% to 8,370 won, joining the downward trend.

[Nuclear Decommissioning Is a Long-Term Business... "Actual Order Wins Are Key"]

The nuclear decommissioning industry is a field that proceeds over a long period, encompassing radioactive material removal, facility dismantling, waste treatment, and site restoration following the permanent shutdown of a reactor. Accordingly, related stocks have order structures and business areas different from simple nuclear plant construction expectations, making it necessary to examine whether they actually participate in decommissioning projects and their revenue share from such projects.

Today's movements showed individual supply-demand differences standing out rather than a broad rally across the nuclear decommissioning theme. While KNR System and S&W rose, a considerable number of related stocks fell, as investors continued to take selective approaches.

Going forward, the schedule of domestic and international nuclear decommissioning project tenders, related technology certifications, and the actual scale of order wins are expected to be key variables in stock price movements. As stock prices can move significantly based merely on theme inclusion, caution is needed regarding short-term volatility.

[※ This article is an informational piece based on securities firm reports and publicly available materials, and does not guarantee the purchase, sale, or investment returns of any specific stock. Target prices and earnings forecasts may change depending on market conditions and corporate performance, so caution is required when making investment decisions. This article was written with AI assistance.]