近日，有市场传闻称国家电力投资集团旗下的产融平台——电投产融（股票代码：000958）可能涉足钍基熔盐堆相关业务。对此，公司已明确回应：截至目前，电投产融尚未涉及钍基熔盐堆的研发、投资或运营等相关业务。钍基熔盐堆（Thorium Molten Salt Reactor, TMSR）是一种第四代核能技术，具有高安全性、低核废料、燃料资源丰富等优势，被视为未来清洁能源的重要方向之一。国家电投集团作为我国重要的能源央企，确实在先进核能技术领域有所布局，其下属的上海核工院及中科院合作单位正积极推进TMSR相关研究。但需注意的是，电投产融作为集团旗下的金融与产业融合平台，主营业务聚焦于财务公司、保险经纪、融资租赁、资产管理等金融类服务，并不直接参与核电技术研发或项目建设。公司强调，未来如有重大业务拓展或战略调整，将严格按照信息披露规定及时公告。投资者应以官方渠道发布的信息为准，理性判断，避免受不实传闻影响。简言之，尽管国家电投集团整体在核能创新方面积极布局，但电投产融目前并未涉足钍基熔盐堆业务，其核心仍为金融服务。
Recently, market rumors suggested that SPIC Capital & Finance (stock code: 000958), the industrial-finance platform under State Power Investment Corporation (SPIC), might be entering the thorium molten salt reactor (TMSR) business. In response, the company clarified that, as of now, it has not engaged in any activities related to the research, investment, or operation of thorium molten salt reactors.Thorium Molten Salt Reactors (TMSRs) represent a Generation IV nuclear technology known for their high safety, reduced nuclear waste, and abundant fuel resources, making them a promising direction for future clean energy. Indeed, SPIC—as a major state-owned energy enterprise—has been actively involved in advanced nuclear energy initiatives. Its subsidiaries, such as the Shanghai Nuclear Engineering Research & Design Institute, along with partners from the Chinese Academy of Sciences, are advancing TMSR-related research. However, it is important to note that SPIC Capital & Finance functions primarily as a financial services platform, focusing on areas like finance leasing, insurance brokerage, asset management, and corporate finance, and does not directly participate in nuclear technology development or power plant construction.The company emphasized that any significant strategic shifts or new business ventures will be disclosed in compliance with regulatory requirements. Investors are advised to rely solely on official announcements and exercise caution against unfounded market speculation.In short, while SPIC Group is actively exploring next-generation nuclear technologies, SPIC Capital & Finance currently remains focused on financial services and has no involvement in thorium molten salt reactor projects.
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