PLUS Solar&ESS and Global Nuclear Value Chain ETFs Deliver Strong Returns

PLUS Energy ETF Lineup Shows Strong Performance Amid Global Energy Hegemony Competition

Hanwha Asset Management announced on June 12 that the recent one-month returns of the 'PLUS Solar&ESS' and 'PLUS Global Nuclear Value Chain' exchange-traded funds (ETFs) have surpassed 25%.

According to financial information provider FnGuide, as of the closing price on June 10, the one-month returns for the PLUS Solar&ESS and PLUS Global Nuclear Value Chain ETFs were 25.08% and 26.85%, respectively. These ETFs are attracting attention as they are expected to benefit directly and indirectly from the global energy hegemony competition.

The PLUS Solar&ESS ETF invests in 10 leading companies engaged in the domestic solar power, power infrastructure, and energy storage system (ESS) industries. As of the closing price on June 10, its returns over the past 1, 3, and 6 months were 25.08%, 37.35%, and 77.60%, respectively. Based on three-month performance, it ranks sixth among ETFs investing in domestic stocks. This is interpreted as the result of recent domestic and international policy trends shifting in favor of the domestic solar industry.

The domestic solar industry is expected to benefit from the US-China tariff war. The recently announced US tax reform draft excludes Chinese solar companies from the Advanced Manufacturing Production Credit (AMPC) and includes provisions to curb the circumvention of export restrictions on Chinese-made solar products.

Experts predict that domestic solar companies, which have struggled against China's low-price supply offensive, will secure a key position in the US solar supply chain. They also analyze that, as the new Korean government is fully promoting the RE100 policy for eco-friendly renewable energy transition, substantial performance improvements based on policy funding can be expected. PLUS Solar&ESS is the only domestically listed ETF that allows concentrated investment in the domestic solar industry.

The PLUS Global Nuclear Value Chain ETF invests in the global nuclear industry, which is emerging as a key power source in the era of artificial intelligence (AI). As of the closing price on June 10, its one-month return was 26.85%, ranking second among domestically listed ETFs investing in overseas stocks.

This is interpreted as a result of the US-China energy hegemony war, in which the global nuclear market is being reorganized around the US in response to China's aggressive expansion of nuclear power plants. Experts point out that, aside from nuclear power, there are no other high-efficiency clean energy sources capable of meeting the rapidly increasing electricity demand driven by the development of the AI industry, making competition inevitable. In fact, US President Donald Trump recently declared a revival of the nuclear industry and signed four executive orders. The main points include easing regulations on the domestic nuclear industry and fostering the value chain supply network.

Kim Jungsub, Head of the ETF Business Division at Hanwha Asset Management, commented, "Domestic solar companies, previously suppressed by China's low-price offensive, are now being re-evaluated as an 'essential piece' in the North American supply chain." He added, "As nuclear power is emerging as a core infrastructure for national competitiveness, beyond being a simple theme, due to the explosive increase in AI-related electricity demand, it is important to selectively invest in beneficiary stocks from the reconstruction of the US-centered nuclear value chain."

Last year, Hanwha Asset Management rebranded its ETF line as PLUS, expressing its ambition "to enrich the future of customers by transforming insights into new technologies that enrich the future into tangible products."

This content was produced with the assistance of AI translation services.