South Korean nuclear power-related stocks rose broadly on the 25th as surging electricity demand from artificial intelligence data centers and semiconductor investment strengthened expectations for new reactor orders at home and abroad. As of 10:14 a.m., KEPCO E&C had climbed 10.74% to 100,000 won, Hyundai Engineering & Construction had risen 9.56% to 115,700 won, and Doosan Enerbility had gained 3.97% to 75,900 won. The revised 2040 peak power demand forecast under the baseline scenario for South Korea's 12th Basic Plan for Long-term Electricity Supply and Demand reached 158.4 GW, up 20.2% from the 131.8 GW estimate presented in April. Analysts say the two previously planned large-scale reactors may not be enough to meet demand. Overseas support, including the U.S. Department of Energy's planned $17.5 billion supply-chain loan support, is also raising expectations for new U.S. nuclear initiatives from the second half of the year. The rally is widely viewed as a structural revaluation driven by power demand and policy support, rather than a short-term theme, as nuclear power regains attention as a stable baseload source.