GATD(SH:688239) Zheng Quan Shi Bao Wang·2025-11-03 01:57Core Insights - The successful achievement of the "thorium-uranium" fuel cycle marks a significant milestone in China's fourth-generation nuclear technology development [1][2] - The thorium molten salt reactor is recognized internationally as a key direction for advanced nuclear systems, offering high safety, low nuclear waste, and abundant thorium resources [1] - The reactor's construction has achieved over 90% domestic production rate, with 100% of key core equipment being domestically sourced, ensuring a self-controlled supply chain [1] Technological Advancements - The 2 MW thorium molten salt experimental reactor achieved its first criticality in October 2023 and is expected to reach full power operation by June 2024, with continuous fuel cycle and "thorium-uranium" conversion planned for 2025 [1] - The successful development of the reactor provides reliable technical support and a practical model for the global research of safer and more economical advanced nuclear energy systems [2] Resource and Strategic Implications - The technology enhances the autonomy and sustainability of nuclear fuel supply due to China's rich thorium resources, effectively reducing dependence on foreign sources [2] - This breakthrough significantly strengthens China's leading position in the international advanced nuclear energy competition, contributing to national energy security and the construction of a technologically strong nation [2] Collaboration and Future Plans - In September 2025, the chairman of the company plans to visit the Shanghai Institute of Applied Physics to deepen cooperation and advance the industrialization process of the thorium molten salt reactor [2]