A list of undervalued nuclear power concept stocks with significant price retracement within the year.

On June 23, local time, the U.S. Department of Energy announced that it will provide a total of $17.5 billion in loan support to utility companies and energy enterprises to accelerate the construction and deployment of 10 large nuclear reactors across the United States. The rapid expansion of AI data centers is bringing unprecedented pressure to the U.S. power system. Huayuan Securities analysis shows that the additional electricity demand brought by AI data centers provides a solid foundation for the revival of nuclear power in the next decade. From an industry trend perspective, global nuclear energy is gradually evolving from traditional utility assets to the core infrastructure of the AI era. According to Securities Times Data, as of the close on June 24, there are 18 nuclear power concept stocks with a trailing P/E ratio of less than 40 times. Huaneng International has a trailing P/E ratio of 8.39 times, ranking at the lowest position. Its affiliated companies include Xiapu Nuclear Power and Shidao Bay Nuclear Power. Dunan environment, Jiuli special materials, Hailu Heavy Industry, Zhefu Holdings, and Shanghai Electric have trailing P/E ratios ranging from 10 to 20 times. In terms of stock price performance, compared to the year's high price as of the closing price on June 24, among the aforementioned 18 nuclear power concept stocks, 8 stocks have retraced more than 30%, including Changfu Company, China Nuclear Construction, Wolfsburg Nuclear Materials, Hailu Heavy Industry, and Baoti Company, etc. Changfu Company had the highest retracement, reaching 50.69%.