每日收评沪指涨0.73%再创10年新高， 全市场逾百股涨停，锂电产业链全线爆发

Market Overview - The market experienced a strong rebound with major indices closing higher, with the Shanghai Composite Index reaching a ten-year high and the ChiNext Index rising over 2% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.04 trillion yuan, an increase of 96.9 billion yuan compared to the previous trading day [1] Sector Performance - The lithium battery supply chain saw significant gains, with nearly 30 stocks hitting the daily limit, including Tianqi Lithium and Tinci Materials, which rose over 7% [1][2] - The consumer sector was also active, with multiple stocks such as Bubugao and Sanyuan Holdings hitting the daily limit [1][3] - The storage sector showed strength, with companies like Haibo Technology and Shangneng Electric hitting the daily limit, driven by a strategic cooperation agreement with CATL [2][3] Lithium Battery Sector Insights - The price of VC electrolyte additives has surged significantly, with recent quotes reaching 100,000-120,000 yuan per ton, an increase of over 50% from the previous day [2] - The demand for energy storage is expected to exceed 2000 GWh, with an average annual demand of around 100 GWh, indicating a sustained growth cycle for the storage industry in China [3] Consumer Sector Trends - The camping economy is gaining traction, with stocks like Aoya and Sanfu Outdoor hitting the daily limit, driven by the popularity of survival events in Zhangjiajie [3][4] - The consumer sector's performance is characterized by speculative trading, necessitating the development of strong mid-cap stocks to support further growth [4] Individual Stock Highlights - Over 100 stocks saw significant gains, particularly in the lithium battery sector, with notable performances from companies like Morn Electric and Fujian local stocks [6][7] - The resurgence of map-related stocks is becoming an important factor in stock selection, with multiple stocks from Fujian province performing well [6] Future Market Outlook - The market's strong performance is largely attributed to the lithium battery sector, which is expected to continue driving the overall market rebound [8][9] - The ChiNext Index has shown signs of recovery, but challenges remain in breaking through previous highs, with a focus on trading volume as a key indicator for future movements [8][9]