电池相关化工赛道爆发式行情，可持续吗？

Group 1 - The battery-related chemical sector is experiencing a significant surge, raising questions about its sustainability [2] - The Shanghai Composite Index successfully challenged the 4000-point mark, indicating a recovery from previous passive fluctuations and declines [2] - Despite the overall market rebound, the enthusiasm has not significantly spread to technology sectors represented by artificial intelligence [2] Group 2 - Chemical industry stocks, particularly those linked to new energy and emerging industries, have been highlighted for potential year-end activity [2] - A major chemical company's unexpected maintenance on a key product, battery electrolyte raw materials, has led to a supply interruption, causing price surges and market excitement [2] - The market is reacting to short-term supply disruptions, which can trigger localized buying and price increases [2]