钍基熔盐堆概念爆发,沪指止跌企稳,高手怎么看后市主线?
Mei Ri Jing Ji Xin Wen·2025-11-03 11:10

Group 1 - The core viewpoint of the article highlights the recent success of the thorium-based molten salt reactor (TMSR-LF1) developed by the Shanghai Institute of Applied Physics, marking a significant milestone in nuclear energy technology [1] - The TMSR-LF1 has successfully completed the first conversion of thorium-uranium nuclear fuel, providing crucial experimental data and establishing it as the only operational molten salt reactor utilizing thorium fuel globally [1] - The director of the Shanghai Institute of Applied Physics, Dai Zhimin, aims to establish a 100 MW thorium-based molten salt reactor demonstration project by 2035, promoting technological upgrades and engineering applications for safe and reliable thorium energy generation [1] Group 2 - On November 3, the Shanghai Composite Index stabilized, with the thorium-based molten salt reactor concept stocks, such as Baose Co. and Lansi Heavy Industry, experiencing significant price increases [1] - The Hainan Free Trade Port continues to strengthen, alongside a rise in dividend assets in sectors like oil, banking, and transportation [1] - Participants in the simulated stock trading competition, "掘金大赛," have begun to enter the market, with the competition running from November 3 to November 14, offering cash rewards for positive returns [3][5]