Group 1: Thorium Molten Salt Concept - The thorium molten salt concept has recently gained market attention, leading to significant stock price increases for related companies [1] - Several listed companies have announced or responded regarding their business layouts related to thorium molten salt projects as of November 4 [1] Group 2: Company Specific Developments - Baose Co., Ltd. has been involved in the "Thorium Molten Salt Reactor Comprehensive Simulation Experiment Platform Project," specifically for the TMSR-SF0 main container equipment, with a total contract value of 2.5585 million yuan, delivered in 2018 [1] - Hailu Heavy Industry participated in the thorium molten salt experimental reactor project, successfully passing the acceptance of the safety device for the TMSR-LF1 reactor by experts from the Shanghai Institute of Applied Physics [1] - Jiangsu Shentong has begun research and technical reserves for various valve products required for thorium molten salt reactors [1] - Zhongmi Holdings' cooling salt circulation pump sealing products have been applied in the Gansu thorium molten salt nuclear reactor project, meeting similar sealing requirements as pressurized water reactors [1] - Fushun Special Steel has provided high-performance special steel materials for the thorium molten salt experimental reactor project [1] - Antai Technology is currently not involved in the 2 MW thorium molten salt experimental reactor business [1] Group 3: Asset Restructuring - Electric Power Investment Corporation is advancing a major asset restructuring, divesting existing financial businesses and acquiring quality nuclear power assets primarily engaged in the construction, operation, and management of nuclear power plants; currently, the company is not involved in thorium molten salt reactor-related businesses [2]

Group 1: Strong Stocks - As of November 4, the Shanghai Composite Index fell by 0.41% to 3960.19 points, the Shenzhen Component Index decreased by 1.71% to 13175.22 points, and the ChiNext Index dropped by 1.96% to 3134.09 points [1] - A total of 67 stocks in the A-share market hit the daily limit up, with the top three strong stocks being Pingtan Development (000592), Haixia Innovation (300300), and Haima Automobile (000572) [1] - The detailed data for the top 10 strong stocks includes: - Pingtan Development: 13 days with 10 limit ups, turnover rate of 19.55% [1] - Haixia Innovation: 7 days with 4 limit ups, turnover rate of 44.42% [1] - Haima Automobile: 3 consecutive limit ups, turnover rate of 12.11% [1] Group 2: Strong Concept Sectors - The top three concept sectors based on A-share performance are: Cross-Strait Relations, Fujian Free Trade Zone, and Ice and Snow Industry [2] - The detailed performance of the top 10 concept sectors includes: - Cross-Strait Relations: increased by 2.09% [3] - Fujian Free Trade Zone: increased by 1.74% [3] - Ice and Snow Industry: increased by 1.35% [3]

Core Viewpoint - Baose Co., Ltd. clarifies that it is not involved in the 2MWt liquid fuel thorium molten salt experimental reactor (TMSR-LF1) project, which has been the subject of recent media reports [1][2] Group 1: Company Clarification - Baose Co., Ltd. issued a clarification announcement on November 4, stating that it has no involvement in the TMSR-LF1 project, despite media speculation [1] - The company confirmed that it only undertook a contract for the main container equipment of the TMSR-SF0 project, which was delivered in 2018 for a total amount of 2.5585 million yuan [2] - The stock price of Baose Co., Ltd. surged over 30% in two consecutive trading days, attributed to its classification as a thorium molten salt concept stock [1][2] Group 2: Industry Context - The recent surge in thorium molten salt concept stocks is driven by the successful completion of thorium-uranium fuel conversion by the Chinese Academy of Sciences, marking a significant milestone in the field [2] - The director of the Shanghai Institute of Applied Physics stated the goal of establishing a 100-megawatt thorium molten salt reactor demonstration project by 2035, aiming to accelerate technological upgrades and engineering applications [3] - Baose Co., Ltd. aims to align its future development with national industrial policies and market trends, focusing on domestic and foreign markets, as well as marine engineering equipment [3]

Core Viewpoint - The thorium molten salt concept has gained market attention, leading to significant stock price increases for related companies, with several listed firms responding to inquiries regarding their involvement in thorium molten salt projects [1][2][3]. Group 1: Company Involvement - Haili Heavy Industry (002255) has participated in the thorium molten salt experimental reactor project, successfully passing the acceptance of the safety device for the 2MWt liquid fuel thorium molten salt experimental reactor (TMSR-LF1) by experts from the Shanghai Institute of Applied Physics [1]. - Baose Co., Ltd. (300402) undertook the "Thorium Molten Salt Reactor Comprehensive Simulation Experiment Platform Project" in 2017, delivering the main container equipment for the scaled-down simulation device (TMSR-SF0) in 2018, with a total contract value of 2.5585 million yuan. The company is not involved in the TMSR-LF1 project [1]. - Jiangsu Shentong (002438) has initiated research and technical reserves for various valve products required for thorium molten salt reactors [3]. - Zhongmi Holdings (300470) has applied its cooling salt circulation pump sealing products in the Gansu thorium molten salt nuclear reactor project, with sealing requirements similar to those of pressurized water reactors [3]. Group 2: Current Status of Other Companies - Electric Power Investment and Financing (000958) has not yet engaged in any thorium molten salt reactor-related business [2].

Core Viewpoint - The company, Baose Co., Ltd. (300402.SZ), has clarified its involvement in the thorium molten salt reactor projects following inquiries from investors and discussions on various internet platforms, stating that it only participated in a specific contract related to the project and has no involvement in other related projects [1] Group 1: Company Involvement - In 2011, the Chinese Academy of Sciences initiated a strategic project on "Future Advanced Nuclear Fission Energy - Thorium Molten Salt Reactor Nuclear Energy System," with the Shanghai Institute of Applied Physics responsible for the project [1] - The company undertook the contract for the main container equipment of the "Thorium Molten Salt Reactor Comprehensive Simulation Experiment Platform Project" (TMSR-SF0) in 2017, which was delivered in 2018, with a total contract value of 2.5585 million yuan [1] - The company has not undertaken any other equipment contracts related to the "2MWt Liquid Fuel Thorium Molten Salt Experimental Reactor" (TMSR-LF1) project [1]

Core Viewpoint - The company clarifies that it was involved in the delivery of the main container equipment for the "Thorium-based Molten Salt Reactor Comprehensive Simulation Experiment Platform Project" in 2018, and not the "2MWt Liquid Fuel Thorium-based Molten Salt Experimental Reactor (TMSR-LF1) project" as reported by the media [1] Group 1 - The company emphasizes the distinction between the TMSR-SF0 project and the TMSR-LF1 project, indicating that the former was completed and delivered in 2018 [1] - The announcement serves as a reminder for investors to be cautious and make rational investment decisions [1]

Core Viewpoint - Baose Co., Ltd. clarifies that it is not involved in the "2MWt liquid fuel thorium molten salt experimental reactor (TMSR-LF1) project" as reported by the media, but rather delivered equipment for the "thorium molten salt reactor comprehensive simulation experimental platform project" in 2018 [1] Group 1 - The company delivered the main container equipment for the TMSR-SF0 project in 2018 [1] - The announcement serves to remind investors to be cautious and make rational investment decisions [1]

Core Viewpoint - The company, Baose Co., Ltd. (300402.SZ), has clarified its involvement in the thorium molten salt reactor projects following inquiries from investors and media speculation, stating that it only participated in a specific contract related to a simulation platform project and has no involvement in the larger experimental reactor project [2]. Summary by Relevant Sections - **Company Involvement** - In 2011, the Chinese Academy of Sciences initiated a strategic project on thorium molten salt reactor systems, with the Shanghai Institute of Applied Physics responsible for it [2]. - The company was contracted in 2017 for the processing of equipment related to the "Thorium Molten Salt Reactor Comprehensive Simulation Experiment Platform Project" and delivered the equipment in 2018, with a total contract value of 2.5585 million yuan [2]. - The company has not undertaken any other equipment contracts related to the thorium molten salt reactor projects [2]. - **Project Details** - The thorium molten salt reactor simulation platform project includes the TMSR-SF0, which serves as a pre-research device for the 2MWt liquid fuel thorium molten salt experimental reactor (TMSR-LF1) [2]. - The company has clarified that it is not involved in the TMSR-LF1 project, which has been the subject of media reports [2].

宝色股份晚间公告，公司股票于2025年11月3日、2025年11月4日连续两个交易日收盘价格涨幅偏离值累 计超过30%，属于股票交易异常波动的情形。经公司核实，公司近期经营情况正常，内外部经营环境未 发生重大变化。公司前期披露的信息不存在需要更正、补充之处。公司未涉及媒体报道的"2MWt液态 燃料钍基熔盐实验堆（TMSR-LF1）项目"业务。 （文章来源：第一财经） ...

格隆汇11月4日｜宝色股份公告，公司股票于2025年11月3日、2025年11月4日连续两个交易日收盘价格 涨幅偏离值累计超过30%，属于股票交易异常波动的情形。经公司核实，公司近期经营情况正常，内外 部经营环境未发生重大变化。公司前期披露的信息不存在需要更正、补充之处。公司未涉及媒体报道 的"2MWt液态燃料钍基熔盐实验堆（TMSR-LF1）项目"业务。 ...