每日收评沪指放量震荡微涨0.1%，全市场超3400股收跌，商业航天概念持续火爆

Market Overview - The market experienced a slight increase with the Shanghai Composite Index rising by 0.1%, marking an 8-day consecutive gain. The total trading volume in the Shanghai and Shenzhen markets reached 2.16 trillion, an increase of 235.7 billion compared to the previous trading day [1] - Despite the overall market increase, over 3,400 stocks declined, indicating rapid rotation of market hotspots [1] Sector Performance - The commercial aerospace sector saw a resurgence, with stocks like Shenjian Co. achieving a 7-day consecutive rise and China Satellite recording a 3-day consecutive increase [1][5] - The lithium battery industry also strengthened, with stocks such as Tianji Co. and Fengyuan Co. hitting the daily limit. The main contract for lithium carbonate surged over 8%, breaking through the 130,000 yuan mark, reaching a new high since November 2023 [2] - The Hainan Free Trade Zone concept remained active, with Hainan Development achieving a 6-day consecutive rise. The sales of duty-free shops in Sanya increased by 50.3% year-on-year during the first week after the island's closure [3] Individual Stocks - In the commercial aerospace sector, stocks like Shenjian Co. and China Satellite maintained strong performance, indicating their core position in the market despite increasing individual stock differentiation [5] - The lithium battery sector saw significant individual stock performance, with companies like Haike New Source and Tianji Co. hitting the daily limit, supported by strong market demand and strategic partnerships [2][6] Future Outlook - The overall market sentiment remains cautious due to increased volatility and profit-taking pressures as indices approach previous highs. However, the continued interest in core sectors like commercial aerospace suggests potential for structural opportunities [7] - The industrial outlook for the lithium battery sector is positive, with expectations of improved supply-demand dynamics and stable growth in global demand for power batteries and energy storage [2][3]