Executive Summary
This report provides an in-depth analysis of "Team Korea," the driving force behind South Korea's nuclear power industry. It quantitatively assesses the growth potential of both traditional large-scale nuclear power plants and next-generation Small Modular Reactors (SMRs). The report also explores the profitability of future growth engines, such as AI-based operations (AX) transformation and the decommissioning business. By presenting three scenarios reflecting macroeconomic changes and policy factors, it offers insights into the industry's potential trajectories.
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This material is an AI analysis example, and investment decisions are solely your responsibility. The results presented are simulations and do not constitute a recommendation to buy or sell.
1. The New Renaissance of the Nuclear Industry
This section examines global trends highlighting nuclear energy as a key means to achieve energy security and carbon neutrality goals, and the opportunities this presents for South Korea's nuclear industry. You can visually understand the composition of 'Team Korea' and the role of each company, as well as identify the main growth drivers of the nuclear industry.
Team Korea Nuclear Business Ecosystem
Team Korea is a model centered around KEPCO, where leading companies in design, manufacturing, construction, and operation collaborate. This organic cooperation system is a key competitive advantage that maximizes business stability and efficiency.
Ordering/Project Management: Korea Electric Power Corporation (KEPCO)
Overall management of domestic and international nuclear power plant projects and operations
Design: KEPCO E&C
Reactor and comprehensive design
Main Equipment: Doosan Enerbility
Manufacturing of reactors, steam generators, etc.
Construction: Hyundai E&C, Samsung C&T, etc.
Nuclear power plant construction and infrastructure establishment
Others: KEPCO NF, KEPCO KPS, etc.
Nuclear fuel supply and maintenance
Key Growth Drivers
Large-scale Nuclear Power Plant Exports
Anticipated expansion of orders in new nuclear power plant construction markets (e.g., Poland, Czech Republic, UK) based on the competitiveness of the APR1400 model.
Small Modular Reactor (SMR) Market
Full-scale technology development and foundry business to secure a leading position in the SMR market, projected to grow to approximately 600 trillion KRW by 2035.
AX Transformation and Nuclear Decommissioning
Creation of new revenue streams through AI-based autonomous operation and predictive maintenance technologies, and entry into the global nuclear decommissioning market.
2. Analysis of Key Team Korea Players
This section compares and analyzes the business models and core competencies of the major companies comprising Team Korea. Click on the tabs above to view detailed information for each company, and assess their present and future prospects through revenue breakdown by business segment and key contract status.
3. Financial Deep Dive
This section provides a multi-faceted comparative analysis of the financial health and profitability of key companies. By selecting 'Core', 'Expanded', or 'Advanced' metric levels using the filter in the top right, you can compare the financial status of various companies at a glance through the radar chart. Hover over each metric for a brief explanation.
Financial Metric Comparative Analysis (Q1 2025)
4. Future Scenarios & Investor Perspectives
This section simulates three future scenarios based on market conditions and policy changes. Clicking each scenario button will reveal the projected growth path under that assumption, along with a hypothetical analysis of how renowned global investors might view this industry.
