Xuan Gu Bao·2026-01-23 08:51Market Overview - The market opened high and fluctuated throughout the day, with all three major indices rising collectively. The trading volume reached 3.12 trillion [1] - The photovoltaic sector saw a significant surge, with over 30 stocks including Longi Green Energy and Aiko Solar hitting the daily limit [1] - The commercial aerospace concept continued its strong performance, with nearly 20 stocks including Goldwind Technology and Aerospace Electronics also reaching the daily limit [1] - The precious metals sector remained strong, with stocks like China Gold and Silver Nonferrous hitting the daily limit [1] - In contrast, CPO concept stocks fell, with New Yisheng, Zhongji Xuchuang, and Tianfu Communication dropping over 5% [1] Photovoltaic Sector - The photovoltaic sector experienced a wave of limit-up stocks, with JunDa Co., Shuangliang Energy, Maiwei Co., and Saiwu Technology among those hitting the limit [4] - Elon Musk announced that SpaceX and Tesla are increasing solar energy production capacity, aiming for an annual target of 100GW [5] - JunDa Co. achieved a two-day limit-up, with a latest price of 99.44 and a 10% increase, while Shuangliang Energy rose by 9.94% to 7.85 [5] Aerospace Sector - The aerospace sector continued to rebound significantly, with stocks like Jieli Rigging and West Materials hitting the daily limit [7] - A press conference for the "Space Tourism Global Launch" was held, showcasing China's first commercial manned spacecraft, "Chuan Yue Zhe No. 1" [7] - Blue Arrow Aerospace's IPO status changed to "inquiry" on the Shanghai Stock Exchange [7] Lithium Battery Sector - The lithium battery sector saw a substantial increase, with stocks like Dazhong Mining and Weiling Co. hitting the daily limit [10] - Lithium carbonate futures surged by 5.47%, with a cumulative increase of over 20% in the past four trading days [10] - The market is experiencing a phase of supply-demand mismatch, with strong demand for lithium carbonate driven by battery exports and inventory shortages [11] Future Outlook - According to Citic Futures, the lithium market is expected to transition from slight oversupply to tight balance by 2026, with demand growth projected at 30% and supply growth at 25% [13] - The aerospace industry is anticipated to enter a low-cost era with the successful implementation of reusable rocket technology, benefiting upstream sectors such as high-temperature alloys and special materials [9]