Zheng Quan Shi Bao Wang·2025-11-04 13:21Core 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].