刚刚，利好来了！重大突破！

Core Viewpoint - The article highlights a significant breakthrough in China's nuclear energy sector with the successful conversion of thorium-uranium nuclear fuel using molten salt reactors, marking a shift from uranium dependency to utilizing abundant thorium resources [3][4][6]. Group 1: Technological Breakthrough - China's first successful conversion of thorium-uranium nuclear fuel in a molten salt reactor demonstrates the feasibility of utilizing thorium resources, providing a technological foundation for industrial applications of thorium-based molten salt reactors [3][4]. - The 2MWt liquid fuel thorium-based molten salt experimental reactor is the only one in the world to achieve thorium fuel incorporation, solidifying China's leading position in international molten salt reactor research [4][5]. Group 2: Economic and Resource Implications - China's rich thorium reserves, often found as by-products of rare earth mining, significantly reduce the cost of nuclear fuel acquisition, presenting a dual benefit of enhancing energy security while optimizing rare earth resource utilization [6][7]. - The shift to thorium-based molten salt reactors allows for flexible site selection, enabling nuclear power plants to be built in inland areas rather than being restricted to coastal regions [7]. Group 3: Market Performance - The nuclear energy sector in China's A-share market has shown strong performance, with nearly 30 related stocks increasing by over 100% this year, and the nuclear power sector's total market capitalization exceeding 1.3 trillion yuan [3][8]. - The nuclear energy index has risen approximately 52% since the beginning of the year, outperforming major A-share indices, indicating robust investor interest and confidence in the sector's future [8]. Group 4: Future Prospects - By 2030, China's operational nuclear power capacity is expected to become the largest in the world, with projections indicating a total installed capacity of 200 million kilowatts by 2040, contributing to about 10% of the country's electricity generation [8]. - The ongoing advancements in nuclear fusion technology, particularly the BEST project, are set to further enhance China's position in the global nuclear energy landscape, with the potential to demonstrate fusion power by 2027 [9][10].