[Expectations of Expanding Nuclear Decommissioning Market Continue... Doosan Enerbility, KEPCO E&C, and Orbitech in Focus]

The nuclear decommissioning industry is gaining attention as a new growth sector in the future energy market. Nuclear decommissioning is a highly complex industry that encompasses the removal of radioactive materials, dismantling of facilities, and waste processing following the end of a nuclear power plant's operation. In South Korea, the decommissioning of aging nuclear power plants is gaining momentum, starting with Kori Unit 1, and the International Atomic Energy Agency (IAEA) and industry insiders project that the global nuclear decommissioning market size will continue to expand over the next several decades.

The market is also noting that interest in the overall nuclear power industry is rising due to the recent increase in power demand from AI data centers. In particular, Jensen Huang is keeping a busy schedule on the morning of the 8th, visiting locations such as the LG headquarters, and his movements can be considered a significant variable for the market. Analysts suggest that not only the construction of new nuclear power plants but also the markets for decommissioning aging plants and processing waste are likely to grow simultaneously. Forecasts indicate that as major countries like the United States, Europe, and Japan push forward with aging nuclear decommissioning projects, opportunities for domestic companies to expand overseas could also increase.

In the domestic stock market, Doosan Enerbility, KEPCO E&C, Orbitech, Woojin, and KEPCO KPS are classified as representative nuclear decommissioning related stocks. The market prices during the morning trading session on the 8th showed an overall downward trend. Doosan Enerbility fell 9.73% to 86,300 won, and KEPCO E&C dropped 10.53% to 113,900 won. Orbitech decreased by 8.14% to 6,880 won, Woojin fell 8.27% to 16,750 won, and KEPCO KPS dropped 6.27% to 45,600 won.

Looking at the capabilities of individual companies, Doosan Enerbility is evaluated as a company possessing experience in manufacturing nuclear primary equipment and decommissioning technology capabilities. It is expanding its business area not only in manufacturing nuclear power equipment but also into the small modular reactor (SMR) and decommissioning markets. As a key company in nuclear power design and engineering, KEPCO E&C possesses nuclear decommissioning design and radiation management technologies, raising the possibility that it will directly benefit if the decommissioning business expands.

Orbitech is known as a specialized company in radiation management and nuclear safety sectors. It carries out radiation measurement and decontamination projects necessary during the nuclear power plant decommissioning process, classifying it as a related theme stock. KEPCO KPS, a specialized company in the maintenance of power generation facilities, is expected to expand its role in nuclear power plant maintenance and decommissioning support. Woojin is also receiving attention along with the growth of the nuclear power industry, as it possesses technological capabilities related to nuclear instrumentation and safety equipment.

The nuclear decommissioning industry is characterized by the fact that it is not a short-term project, but a long-term project that spans decades. Since a significant amount of time and cost is invested in dismantling even a single nuclear reactor unit, evaluations suggest that companies with technological prowess and experience can benefit in the long term. Going forward, the progress speed of domestic nuclear decommissioning projects and whether overseas orders will expand are cited as crucial growth variables for related companies.

[This article was written based on publicly available market data and provided market price information, and utilized artificial intelligence (AI) technology in the process of drafting the article and organizing the information. The final content was produced through a review and editing process. The information provided in this article is intended for general investment information purposes and does not constitute a solicitation to invest in specific stocks or financial products. Investing in the stock and financial markets carries the risk of principal loss, and all responsibility for investments lies solely with the investor. Please be sure to check related disclosures and official materials before making investment decisions. This publication bears no legal or financial responsibility for the information provided.]