Shenjian Co., Ltd. (002361) Limit-Up Analysis and Market Outlook Evaluation

Shenjian Co., Ltd. (002361) hit the limit-up on December 18, 2025, mainly driven by the

. As a first-tier supplier of China Aerospace Science and Technology Corporation (CASC), its products are applied in national key projects such as satellite internet and high-end national defense equipment [1]. Recently, there have been frequent hotspots in the commercial aerospace field, including international news such as SpaceX’s planned IPO in the mid-to-late 2026 (valued at approximately $1.5 trillion), which has driven the sentiment of the global aerospace sector [0]. At the same time, the company’s high-end equipment manufacturing business (aero-engine oil pipelines, high-speed train components, etc.) benefits from domestic high-end manufacturing upgrading policies [2].

Due to data tool limitations, real-time price and trading volume data for the day cannot be obtained. However, according to the characteristics of the limit-up board, the limit-up price is 110% of the previous day’s closing price, and the trading volume is usually significantly higher than the average of the previous 5 trading days. The order volume reflects the degree of market pursuit.

1. Thematic Investment Effect
   : The commercial aerospace concept has become a market hotspot, and Shenjian Co., Ltd. has become the focus of capital due to its direct supplier identity, reflecting the market’s continuous attention to high-end manufacturing and national defense technology themes.
2. Global Linkage Impact
   : SpaceX’s IPO news not only affects US stocks but also drives the A-share aerospace sector through sentiment transmission, showing the global linkage of the aerospace industry.
3. Industrial Position Advantage
   : As a first-tier supplier of China Aerospace Science and Technology Corporation, the company has strong industrial barriers and order stability, making it more attractive in thematic speculation.

:

• Thematic investment risk: If the enthusiasm for the commercial aerospace concept cools down, the stock may face a correction.
• Fundamental risk: The chemical new material business is affected by fluctuations in raw material prices such as PTA.
• Valuation risk: If the valuation is too high after the limit-up and lacks fundamental support, it may fall back.

:

• Industry growth potential: The commercial aerospace and high-end manufacturing industries are in a stage of rapid development, and the company is expected to benefit in the long term.
• Policy support: Domestic high-end manufacturing upgrading policies provide development opportunities for the company.

Shenjian Co., Ltd.'s limit-up was mainly driven by the commercial aerospace concept. Market sentiment has warmed up, but thematic investment risks need to be vigilant. The company’s status as a supplier of China Aerospace Science and Technology Corporation and its layout in high-end manufacturing business provide fundamental support. However, investors need to make decisions based on real-time market data and their own situation.