XZCE(SZ:002534) Ge Long Hui·2025-11-07 07:25Core Viewpoint - The company is actively focusing on and seeking to participate in subsequent thorium-based molten salt reactor demonstration projects and commercialization opportunities [1] Group 1: Company Overview - The company has been dedicated to the research of key thermal equipment and systems, such as molten salt thermal storage and steam generation systems, since 2010 [1] - The self-developed "high-power molten salt heat absorber and molten salt steam generation system suitable for solar thermal and thermal storage systems" has won recognition as the first major technological equipment in the national energy sector [1] - The company has accumulated rich experience in the construction and operation of molten salt energy storage projects, leveraging its competitive advantage in molten salt storage technology [1] Group 2: Industry Focus - The company is focusing on various energy utilization scenarios, including solar thermal power generation, user-side energy storage, flexible transformation of thermal power, and zero-carbon parks [1] - Thorium-based molten salt reactors are identified as a core pathway for fourth-generation nuclear power technology, with recent successful operation of a small experimental thorium-based molten salt reactor [1] - The company plans to leverage its technological reserves to enhance the application layout of third-generation and fourth-generation reactors [1]