午报三大指数震荡分化涨跌不一，钍基熔盐概念股走强，锂电方向陷入调整

Market Overview - The three major indices showed mixed results, with the Shanghai Composite Index slightly up by 0.05%, while the Shenzhen Component Index and the ChiNext Index fell by 1.06% and 1.37% respectively. The trading volume significantly decreased, with a total turnover of 1.38 trillion yuan, down by 175.5 billion yuan from the previous trading day [1][9]. Sector Performance - The thorium-based molten salt concept stocks surged, with companies like Baose Co. and Hailu Heavy Industry hitting the daily limit. The AI application sector was also active, with stocks such as Jishi Media and Sanqi Interactive Entertainment reaching their daily limits. The coal sector strengthened again, with Antai Group achieving 7 consecutive daily limits [1][4][9]. - The Hainan Free Trade Zone stocks continued to perform strongly, with companies like Ronioushan and others hitting their daily limits. In contrast, battery concept stocks collectively declined, with Haike Xinyuan dropping over 15% and Shanghai Washba hitting the daily limit down [1][9]. Individual Stock Highlights - A total of 48 stocks hit their daily limit today, with a sealing rate of 71%. Notable stocks include He Ma Automobile and Pingtan Development, both achieving consecutive daily limits [1][9]. - Hainan Free Trade Zone stocks such as Xinlong Holdings and Haima Automobile saw significant gains, while the coal sector also had strong performers like Antai Group [2][4][9]. AI Application Sector - The AI application sector saw a resurgence, with stocks like Jishi Media and Sanqi Interactive Entertainment reaching their daily limits. A report from QuestMobile indicated that the number of active mobile users in the AI application sector has surpassed 700 million, reaching 729 million by September 2025 [5][6]. Chemical Sector - The chemical sector showed strength, particularly in the aromatic amine direction, with stocks like Meirui New Materials and Baihehua hitting their daily limits. A new strategy developed by a research team from the University of Science and Technology of China allows for safer and more economical synthesis of aromatic amines [7][9]. Hainan Free Trade Zone Developments - The new duty-free policy in Hainan, effective from November 1, has shown initial positive effects, with sales amounting to 78.549 million yuan on the first day, a 6.1% increase compared to the previous day [4][14]. The Hainan Free Trade Port is set to officially launch on December 18, 2023, with ongoing efforts to implement the free trade policies [14].