AI 전력수요 폭증 비상 신규원전 2기 짓는다! 이 대통령, 중복상장 비판에 IPO 올스톱, 에식스 상장 철회 | 권순우 삼프로TV 취재팀장 [뉴스3]

Watch on YouTube ↗  |  January 26, 2026 at 23:40  |  30:39  |  3PRO TV (삼프로TV)
Speakers
Kwon Soon-woo — Reporting Team Lead, 3PRO TV

Summary

Kwon Soon-woo, news team lead at 3PRO TV, reviews a heavy news day. Topics include Trump's threat to raise Korean auto tariffs to 25%, Korea's 60 trillion won Canadian submarine bid, the government's confirmation of two new nuclear plants to meet AI-driven power demand, a 7% KOSDAQ surge, and a crackdown on duplicate listings. Market implications center on temporary auto tariff risk, nuclear/renewable buildout, and KOSDAQ rotation.

  • Trump threatened to raise Korean auto tariffs from 15% to 25%, citing delayed ratification.
  • Korea is bidding for Canada's 60 trillion won submarine project with Hanwha Ocean and HD Hyundai Heavy Industries.
  • The government will proceed with two new nuclear plants as AI data center power demand is expected to rise sharply.
  • KOSDAQ jumped over 7% on rotation from KOSPI, led by biotech, battery, and robotics themes.
  • President Lee's criticism of duplicate listings led to Essex's IPO withdrawal and halted reviews for other affiliates.
  • Samsung, Shinhan Financial, and Hana Financial are reportedly collaborating on a Galaxy Coin stablecoin.
  • The segment also covered Canada-U.S. trade tensions and a politically sensitive immigration incident in Minnesota.
Ideas
Kwon Soon-woo Reporting Team Lead, 3PRO TV 3:15
Auto tariff hike likely temporary for Hyundai.
Trump threatened to raise auto tariffs from 15% to 25% because Korea has not ratified the trade agreement. The speaker expects the market to be shocked initially, but believes the 25% rate will not be sustained because Korea will implement the agreement and the negotiation has not collapsed. This creates a temporary tariff-risk setup for Hyundai Motor, which is directly exposed to U.S. auto tariffs.
005380.KS MED
Kwon Soon-woo Reporting Team Lead, 3PRO TV 4:36
KOSPI 5000 spurs rotation to KOSDAQ.
As KOSPI crossed 5,000, supply/demand burden led some capital to rotate into KOSDAQ. KOSDAQ surged over 7% yesterday, led by biotech, battery, and robotics themes. However, the speaker also flags structural issues: the low KOSDAQ index reflects weak mid-cap-to-large-cap growth and a listing-for-exit culture. This is a developing rotation setup rather than a clean directional call.
KOSDAQ LOW
Kwon Soon-woo Reporting Team Lead, 3PRO TV 7:24
Korea bids for Canadian submarine MRO project.
Korea is bidding for Canada's 60 trillion won diesel submarine project, which includes 12 submarines and over 30 years of maintenance. Canada's evaluation gives only 20% to performance but 50% to MRO and 15% to economic contribution, meaning local maintenance, supply-chain development, and reciprocal economic contributions are critical. Hanwha Ocean is leading the submarine bid, while HD Hyundai Heavy Industries is part of the Korean team. The government and Hyundai Motor chairman are joining the delegation to support the bid. The project is a major catalyst but has not yet been awarded.
042660.KS 329180.KS HIGH
Kwon Soon-woo Reporting Team Lead, 3PRO TV 13:52
AI power demand drives nuclear and renewables.
The government confirmed it will proceed with two new nuclear plants as planned in the 11th power plan, reducing policy uncertainty. AI data center electricity demand is expected to roughly quadruple, requiring more carbon-free power. The speaker argues nuclear and renewables are not competing but both necessary, so Korea needs to build both. He cautions that the Korean Nuclear Society's call for 32 new reactors by 2050 is excessive, but the policy direction supports nuclear and renewable sectors.
Korean nuclear power Korean renewable energy MED
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This 3PRO TV (삼프로TV) video, published January 26, 2026, features Kwon Soon-woo discussing 005380.KS, KOSDAQ, 042660.KS, 329180.KS, Korean nuclear power, Korean renewable energy. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kwon Soon-woo  · Tickers: 005380.KS, KOSDAQ, 042660.KS, 329180.KS, Korean nuclear power, Korean renewable energy