钍基熔盐概念受关注 ,多家上市公司回复相关问题
Zheng Quan Shi Bao Wang·2025-11-04 14:34

Group 1 - China's thorium molten salt reactor successfully achieved thorium-uranium conversion, leading to a surge in related concept stocks [1] - The 2 MW thorium-based molten salt experimental reactor, led by the Shanghai Institute of Applied Physics, is the only operational reactor globally that has successfully integrated thorium fuel [1] - The reactor's overall domestic production rate exceeds 90%, with all key core equipment being domestically produced, ensuring a fully controllable supply chain [1] Group 2 - Several A-share listed companies are involved in thorium molten salt reactor projects and have responded regarding their participation [2] - Baose Co., Ltd. announced it had undertaken a contract for the thorium molten salt reactor simulation platform project, with a total contract amount of 2.5585 million yuan, but did not participate in the 2 MW thorium molten salt experimental reactor project [2] - Haili Heavy Industry confirmed its involvement in the thorium molten salt experimental reactor project, having successfully passed the acceptance of a safety device for the reactor [2][3] Group 3 - Jiangsu Shentong has been actively developing valves required for the thorium molten salt reactor and is keeping pace with advancements in nuclear energy applications [3] - Zhongmi Holdings reported that its cooling salt circulation pump sealing products have been applied in the Gansu thorium molten salt nuclear reactor project [3] - Electric Power Investment Corporation is restructuring its assets to focus on high-quality nuclear power assets but has not yet engaged in thorium molten salt reactor-related business [3]