Nuclear power ranks 15th as government presents reactor replacement target plan, spurring investor interest

★Top 10 Popular Themes

1 Semiconductors

2 Quantum computers

3 Space development

4 Artificial intelligence

5 Data centers

6 Server cooling

7 Storage batteries

8 Physical AI

9 Semiconductor manufacturing equipment

10 Electronic components

According to the popular theme rankings compiled by Minkabu and Kabutan, nuclear power ranked 15th.

On Friday, the Ministry of Economy, Trade and Industry presented a draft roadmap at the Nuclear Power Subcommittee of the Advisory Committee for Natural Resources and Energy regarding the replacement of nuclear power plants, aiming for approximately 2 to 5 reactors by the 2040s and 11 to 14 reactors by the 2050s. The plan factors in rising electricity demand driven by data center expansions accompanying the proliferation of AI, fueling momentum to reassess nuclear power-related stocks.

Among nuclear power-related shares, major manufacturers such as Mitsubishi Heavy Industries,Ltd. <7011> and Hitachi, Ltd. <6501>, alongside electric utilities like Tokyo Electric Power Company Holdings, Incorporated <9501>, are drawing market attention. Additionally, The Japan Steel Works, Ltd. <5631>, KIMURA CHEMICAL PLANTS CO., LTD. <6378>, OKANO VALVE MFG.CO.LTD. <6492>, NIPPON GEAR CO.,LTD. <6356>, and TVE Co., Ltd. <6466> are poised to perform well.

Source: MINKABU PRESS

*Translated by generative AI. Click here for the original article.