A股11月收获“开门红” 熔盐储能概念股走强

Market Performance - On the first trading day of November, China's A-shares experienced a positive start, with major indices closing in the green. The Shanghai Composite Index closed at 3976 points, up 0.55%, the Shenzhen Component Index at 13404 points, up 0.19%, and the ChiNext Index at 3196 points, up 0.29% [1] - The total trading volume in the Shanghai and Shenzhen markets was approximately 210.71 billion yuan, a decrease of about 21.07 billion yuan compared to the previous trading day [1] Sector Performance - Most sectors in the A-share market saw gains, with the molten salt energy storage concept sector leading the way, rising by 6.02% [1] - Notable individual stock performances included Deer Chemical, which saw its stock price increase by over 20%, and Donghua Technology, which achieved a nearly 10% increase, reaching the daily limit [1] Technological Advancements - A significant development was reported by the Chinese Academy of Sciences, where a 2-megawatt liquid fuel thorium-based molten salt experimental reactor successfully achieved thorium-uranium fuel conversion. This reactor is the only one globally that has operated and obtained experimental data on thorium fuel in a molten salt reactor, demonstrating the technical feasibility of utilizing thorium resources in nuclear energy systems [1] Market Outlook - Analysts predict that November will be a critical window for the A-share market, with concentrated policy effects and verification of fourth-quarter earnings. Factors such as the focus on high-quality development and technological self-reliance in the 15th Five-Year Plan, along with Sino-U.S. trade relations, are expected to positively support market risk appetite, allowing indices to continue a slow bull market trend amidst fluctuations [2]