沪指罕见十连阳背后，这个板块午后突然大爆发，发生了什么？

Core Viewpoint - The A-share market is experiencing a strong year-end rally, with the Shanghai Composite Index achieving a rare "ten consecutive days of gains," closing at 3965.12 points, marking a significant highlight for the year [4][5]. Market Performance - On December 30, the Shanghai Composite Index was nearly flat, while the Shenzhen Component Index rose by 0.49% to 13604.07 points, and the ChiNext Index increased by 0.63% to 3242.90 points [2]. - Over 1800 stocks rose, with more than 60 stocks hitting the daily limit up. The electric machinery, energy metals, oil, and auto parts sectors led the gains, while commercial retail, wind power equipment, photovoltaic equipment, professional services, and aviation airport sectors saw declines [2]. Historical Context - The "ten consecutive days of gains" is a rare phenomenon in the capital market, with previous occurrences in March 2015 and January 2018, both of which were characterized by high investor sentiment and market exuberance [5]. - The current "ten consecutive days" is marked by a more rational optimism among investors, contrasting with the emotional exuberance seen in previous years [5]. Market Trends - During the "ten consecutive days," the Shanghai Composite Index saw a significant increase of 1.19% on December 17, while other trading days recorded gains of less than 1%. The market's slow and steady rise aligns with expectations of a "slow bull" market, indicating a more stable foundation for the current rally [8]. - The market is currently in a warming trend, with optimistic expectations for the post-holiday market. However, trading volume remains below August highs, and some funds are still in a wait-and-see mode [8]. Sector Highlights - The robotics sector experienced a significant surge on December 30, with multiple stocks hitting their daily limit up. This surge is attributed to potential government actions regarding robotics and recent developments in the industry [10][12]. - Industrial robot production in China reached 70,188 units in November 2025, marking a year-on-year increase of 20.6%, indicating a recovery in the robotics industry after a three-year adjustment period [12]. - Conversely, the commercial aerospace sector saw a sharp decline, with stocks like Shenjian Co. hitting the daily limit down, reflecting volatility in this segment [13].