Core Viewpoint - Xizi Clean Energy (002534) emphasizes its role in the solar thermal power plant construction process, specifically in the heat absorption, heat exchange, and heat storage segments [1] Industry and Company Summary - The construction process of solar thermal power plants can be divided into five main stages: research and design, system integration, concentration, power generation, heat absorption, and heat storage [1] - The company primarily participates in the heat absorption, heat exchange, and heat storage stages, providing core equipment for these systems [1]

Core Viewpoint - Zhonghua Equipment (600579.SH) is currently developing nitrate molten salt technology for sensible heat storage, which differs from thorium-based power generation molten salt in terms of application temperature and properties [1] Group 1 - The company is focusing on the development of heat absorption, heat storage, and heat exchange equipment related to "solar salt" [1] - There is no ongoing research or application in the field of thorium-based molten salt by the company [1]

Core Viewpoint - Zhonghua Equipment (600579.SH) is currently developing nitrate molten salt technology for sensible heat storage, which differs from thorium-based power generation molten salt in terms of application temperature and properties [1] Group 1 - The company is focusing on the development of heat absorption, heat storage, and heat exchange equipment related to "solar salt" [1] - There is no ongoing research or application in the field of thorium-based molten salt by the company [1]