利好不断！002361，7连板！600118，3连板

Market Overview - The A-share market saw all three major indices rise, with the Shanghai Composite Index achieving an 8-day winning streak, closing at 3963.68 points, up 0.1% [1] - Total trading volume in the A-share market exceeded 2 trillion yuan, reaching 21.812 billion yuan, an increase of 2.372 billion yuan from the previous day [1] Sector Performance - The semiconductor sector experienced a decline, with Long光华芯 dropping over 10% [1] - The lithium battery supply chain stocks surged, with 永兴材料 and 国城矿业 hitting the daily limit, while 融捷股份 and 比亚迪 rose over 5% [2][1] - The Hainan Free Trade Zone concept stocks were active, with 海南发展 and 海汽集团 also hitting the daily limit, and 中国中免 rising over 8% [1] - The commercial aerospace sector maintained strong momentum, with 神剑股份 achieving a 7-day limit up and 中国卫星 hitting the limit for three consecutive days [1][9] Lithium Battery Sector - Lithium battery supply chain stocks collectively rose, with 永兴材料 and 国城矿业 hitting the daily limit, and 天华新能 and 中矿资源 increasing over 8% [2] - The price of lithium carbonate futures broke through 130,000 yuan per ton, reaching a new high since November 2023 [2] Phosphate Iron Lithium Market - Major manufacturers in the phosphate iron lithium sector plan to collectively adjust prices starting January 2026 due to rising raw material costs and strong downstream demand [4] - Several leading companies announced production line maintenance starting January 1, 2026, which is expected to reduce output by 15,000 to 35,000 tons without significantly impacting 2026 financial performance [4] Photovoltaic Sector - The photovoltaic industry saw significant gains, with stocks like 协鑫集成 and 钧达股份 hitting the daily limit, and 阳光电源 rising nearly 8% [6] - Recent reports indicated a price increase for silicon wafers, with an average rise of 12% due to higher upstream silicon material costs [7] Commercial Aerospace Sector - The commercial aerospace sector continues to show strong performance, with companies like 广联航空 and 神剑股份 experiencing significant stock price increases [9][10] - Recent government meetings emphasized the development of emerging industries, including aerospace, and the promotion of new business trials in satellite IoT [10][11]