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 - Jiangsu Shentong is actively engaged in the research and supply of valves required for nuclear power projects, focusing on advanced technologies in nuclear energy applications [1] Group 1 - The company has been closely following advancements in nuclear energy technology for many years [1] - Jiangsu Shentong is participating in the construction of nuclear power projects in friendly countries [1] - The company has initiated the research and technical reserve of various valve products needed for thorium-based molten salt reactors [1]