沪指连续14日收阳，半导体产业链股强势，煤炭板块拉升

Market Overview - The A-share market showed strong performance on January 7, with the Shanghai Composite Index approaching 4100 points, marking a new high in over 10 years, before experiencing a slight pullback in the afternoon [1] - The Shanghai Composite Index closed at 4085.77 points, up 0.05%, while the Shenzhen Component Index rose 0.06%, and the ChiNext Index increased by 0.31% [2] Sector Performance - The coal sector saw significant gains, with companies like Daya Energy and Shaanxi Black Cat hitting the daily limit, and Zhengzhou Coal Electric rising over 8% [9][10] - The semiconductor industry experienced a strong rally, with stocks in the photolithography machine, memory chip, and advanced packaging segments collectively surging, leading to historical highs for several companies [5][6] - The rare earth sector also showed robust performance, with companies like Fangbang Co. and Zhongke Magnetic Materials seeing substantial increases in their stock prices [13][14] Investment Insights - Analysts indicate that the semiconductor sector is benefiting from a price surge across the industry chain, sustained AI demand, and a strengthened logic for domestic substitution, suggesting a structural market rally [6][7] - The coal market is expected to stabilize due to increased heating demand from colder temperatures in central and eastern China, alongside supply constraints and policy support, indicating a favorable outlook for coal prices [11] - The rare earth market is anticipated to maintain stability, with supply gradually recovering and downstream demand remaining strong, particularly ahead of the Spring Festival [14]