BAOSE(SZ:300402) Zheng Quan Shi Bao Wang·2025-11-04 13:46Core 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]