Group 1 - The thorium molten salt concept has gained market attention, leading to significant stock price increases for related companies [1] - Baose shares have been involved in the thorium molten salt reactor project since 2017, with a contract amounting to 2.5585 million yuan for the main container equipment, delivered in 2018 [1] - Hailu Heavy Industry has participated in the thorium molten salt reactor project, successfully passing expert group acceptance for a safety device related to the 2MWt liquid fuel thorium molten salt experimental reactor [1] Group 2 - Jiangsu Shentong is currently developing various valve products required for the thorium molten salt reactor [2] - Zhongmi Holdings 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 [2] - Fushun Special Steel is providing high-performance special steel materials for the thorium molten salt experimental reactor project [3] Group 3 - Antai Technology is not currently involved in the 2MW thorium molten salt experimental reactor business [4] - Electric Power Investment is advancing a major asset restructuring, divesting existing financial businesses and acquiring quality nuclear power assets, but is not yet involved in thorium molten salt reactor projects [4]

Group 1: Thorium Molten Salt Concept - The thorium molten salt concept has recently gained market attention, leading to significant stock price increases for related companies [1] - Several listed companies have announced or responded regarding their business layouts related to thorium molten salt projects as of November 4 [1] Group 2: Company Specific Developments - Baose Co., Ltd. has been involved in the "Thorium Molten Salt Reactor Comprehensive Simulation Experiment Platform Project," specifically for the TMSR-SF0 main container equipment, with a total contract value of 2.5585 million yuan, delivered in 2018 [1] - Hailu Heavy Industry participated in the thorium molten salt experimental reactor project, successfully passing the acceptance of the safety device for the TMSR-LF1 reactor by experts from the Shanghai Institute of Applied Physics [1] - Jiangsu Shentong has begun research and technical reserves for various valve products required for thorium molten salt reactors [1] - Zhongmi Holdings' cooling salt circulation pump sealing products have been applied in the Gansu thorium molten salt nuclear reactor project, meeting similar sealing requirements as pressurized water reactors [1] - Fushun Special Steel has provided high-performance special steel materials for the thorium molten salt experimental reactor project [1] - Antai Technology is currently not involved in the 2 MW thorium molten salt experimental reactor business [1] Group 3: Asset Restructuring - Electric Power Investment Corporation is advancing a major asset restructuring, divesting existing financial businesses and acquiring quality nuclear power assets primarily engaged in the construction, operation, and management of nuclear power plants; currently, the company is not involved in thorium molten salt reactor-related businesses [2]

Core 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].

Core Viewpoint - The company has successfully applied its cooling salt circulation pump sealing products in the Gansu thorium-based molten salt nuclear reactor project, indicating a diversification of its product applications beyond traditional uranium nuclear projects [2]. Company Summary - The company's cooling salt circulation pump sealing products are now utilized in the Gansu thorium-based molten salt nuclear reactor project [2]. - The sealing requirements for the cooling salt circulation pump are similar to those for the pressurized water reactor's secondary and tertiary seals [2].

Group 1 - The core point of the article is that Zhongmi Holdings (300470.SZ) has successfully applied its cooling salt circulation pump sealing products in the Gansu thorium-based molten salt nuclear reactor project [1] Group 2 - The application of the company's products in a significant nuclear power project indicates potential growth opportunities in the nuclear energy sector [1] - This development may enhance the company's reputation and market position within the industry [1] - The use of advanced technology in nuclear energy projects aligns with global trends towards sustainable and innovative energy solutions [1]