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]

人民财讯11月4日电，钍基熔盐概念受到市场关注，相关概念股大涨，多家上市公司回复相关问题。 ①海陆重工（002255）：公司有参与钍基熔盐实验堆项目，前期公司承制的2MWt液态燃料钍基熔盐实 验堆(TMSR-LF1)安全专设——余排换热装置顺利通过中国科学院上海应用物理研究所专家组的验收。 ②宝色股份（300402）：公司于2017年承接了"钍基熔盐堆综合仿真实验平台项目"—钍基熔盐堆缩比仿 真装置(TMSR-SF0)主容器部分相关设备的加工承揽合同，并于2018年交付，合同总金额为255.85万 元。公司未涉及"2MWt液态燃料钍基熔盐实验堆(TMSR-LF1)项目"。 ③电投产融（000958）：当前公司尚未涉及钍基熔盐堆相关业务。 ④江苏神通（002438）：目前公司已开展钍基熔盐堆中所需各类阀门产品的研发和技术储备。 ⑤中密控股（300470）：公司的冷却盐循环泵密封产品已应用于甘肃钍基溶盐核反应堆核电项目，冷却 盐循环泵密封与压水堆核二、三级密封要求相近。 ...

人民财讯11月4日电，江苏神通11月4日在互动平台表示，公司多年来紧跟核能应用前沿技术进步，积极 参与核电产业链及友好国家核电项目建设所需阀门的研发与供货，目前公司已开展钍基熔盐堆中所需各 类阀门产品的研发和技术储备。 转自：证券时报 ...