Shang Hai Zheng Quan Bao·2025-11-03 02:08Group 1 - The coal chemical sector is active, with companies like Antai Group hitting the daily limit, and Huabei Mining and Shaanxi Black Cat also seeing gains [1] - The short drama concept stocks surged quickly, with companies such as Huanrui Century and Yue Media achieving two consecutive limit-ups [1] - Thorium-based molten salt concept stocks saw significant strength in early trading, with Baose shares and Hailu Heavy Industry both opening at the daily limit [1] Group 2 - On November 1, the Chinese Academy of Sciences confirmed that the 2-megawatt liquid fuel thorium-based molten salt experimental reactor, led by the Shanghai Institute of Applied Physics, successfully completed its first conversion of thorium-uranium nuclear fuel [4] - This achievement fills an international gap by being the first to obtain experimental data on thorium elements in molten salt reactor operation, making it the only molten salt reactor globally that has achieved thorium fuel incorporation [4] - The goal set by the director of the Shanghai Institute of Applied Physics, Dai Zhimin, is to establish a 100-megawatt thorium-based molten salt reactor demonstration project by 2035, accelerating technological upgrades and engineering transformation [5] Group 3 - Several listed companies are involved in the research and development of thorium-based molten salt reactors, covering aspects such as technical cooperation, device manufacturing, and experimental reactor project execution [5] - Hailu Heavy Industry disclosed in March that it is participating in the thorium-based molten salt experimental reactor project, with its safety device for the TMSR-LF1 project successfully passing expert group acceptance [5] - Zhejiang Fu Holdings' subsidiary, Sichuan Huadu Nuclear Equipment Manufacturing Co., signed a procurement contract for the control rod system related to the TMSR-LF1 project with the Shanghai Institute of Applied Physics [5]