Analysis Report on the Strong Performance of Rongjie Health (300247)

Rongjie Health Technology Co., Ltd. (300247) mainly engages in the production and sales of health products, with significantly improved performance in 2025 [0]. On November 12, 2025, the company disclosed the latest progress of its smart pet cleaning product business through an interactive platform, including product lines such as air purifiers and smart cat litter boxes [0]. Among them, the air purifier products have formed bulk sales, mainly targeting B-end customers, marking substantial progress in the company’s business expansion in the smart health product field [0].

From a financial perspective, the company’s performance in 2025 achieved substantial growth [0]. The first-quarter revenue was 252 million yuan, a year-on-year increase of 42.68%, and net profit was 30.98 million yuan, a year-on-year increase of 48.78% [0]. More notably, the company’s net profit showed a continuous growth trend: Q2 net profit was 47.52 million yuan, Q3 net profit was 66.53 million yuan, indicating a good improvement in profitability [0].

Technical analysis shows that Rongjie Health is currently in a strong bullish market with an accelerating upward trend, and its technical score is as high as 9.0 [0]. The stock price has performed excellently, rising from a 52-week low of 2.81 yuan to 5.57 yuan on November 13, an increase of nearly 100%, with a 52-week price range of 2.81-5.98 yuan [0]. In mid-November, the company’s stock price hit a new high for the year, becoming one of the 695 stocks that hit new highs in a week [0].

In terms of market activity, the trading volume is active. On August 25, the single-day turnover reached 138 million yuan, with a turnover rate of 3.64% [0]. As of October 31, 2025, the number of shareholders of the company was 29,307, and the number of shareholders has recently increased to 29,500, indicating that market attention is rising [0].

From the perspective of institutional holdings, 56 main institutions hold 137 million shares, accounting for 17.10% of tradable A-shares [0]. However, institutional attention is relatively limited, with no institutional ratings in the recent 60 trading days [0].

The company has obtained multiple concept supports, including health industry hotspots and robot concepts [0]. The layout of products such as smart pet cleaning products and smart bed cleaning robots gives the company a differentiated competitive advantage in the field of smart health equipment [0]. In addition, the company won the title of Hefei City Small and Medium-sized Enterprise Digital Transformation Pilot Enterprise in 2024, reflecting its strength in digital transformation [0].

Behind Rongjie Health’s strong performance reflects the company’s successful transformation from traditional health products to intelligent health equipment. The launch of smart pet cleaning products not only expands new business growth points, but more importantly, seizes the two hot trends of pet economy and smart home. This strategic transformation has received a positive response from the market.

The continuous growth of the company’s net profit (Q1: 30.98 million yuan → Q2: 47.52 million yuan → Q3: 66.53 million yuan) shows that the growth has good continuity and acceleration. This quarterly rising performance has enhanced investors’ confidence in the company’s future development [0]. At the same time, the 42.68% growth in revenue also indicates that the company’s main business is developing steadily.

A notable phenomenon is that although the company’s stock price has performed excellently and its fundamentals have improved significantly, institutional attention is still relatively limited, with no institutional ratings in the recent 60 trading days [0]. This mismatch between market perception and fundamentals may mean that there is still room for further upward movement in the stock price, but it also reflects that there are still some differences in the market’s long-term development prospects of the company.

1. Product Line Expansion Opportunity
   : The smart pet cleaning product market is in a period of rapid growth, and the company has a first-mover advantage, with air purifier products having achieved bulk sales [0].
2. Continuous Performance Growth
   : The continuous growth trend of net profit from Q1 to Q3 provides solid fundamental support for the stock price [0].
3. Concept Superimposition Effect
   : The multiple concept supports of health industry + robot + smart pet economy are easy to attract capital favor in the current market environment [0].

1. Insufficient Institutional Attention
   : The lack of institutional research reports and ratings may affect the long-term stability of the stock price [0].
2. Valuation Risk
   : The stock price has nearly doubled this year, and the current valuation level may have partially透支 future growth expectations.
3. Business Expansion Risk
   : The market acceptance and profitability of new product lines still need time to verify.

Based on the current analysis, Rongjie Health’s strong performance has certain sustainability, mainly based on the following factors: the continuity of performance improvement, substantial progress in new product expansion, and the technical side being in a strong channel [0]. However, investors need to pay attention to the sustainability of the company’s performance growth and the development of new product markets, which will determine whether the stock price can maintain its current strong momentum.

Rongjie Health (300247)'s strong performance today mainly comes from three core factors: significant improvement in fundamental performance, breakthroughs in the expansion of smart pet cleaning product business, and the technical side being in a strong bullish market [0]. The company’s net profit grew continuously from Q1 to Q3 in 2025, the stock price nearly doubled this year, and the technical score was 9.0 [0]. Although institutional attention is relatively limited, the company has received positive attention from market funds with the dual support of health industry and robot concepts. The sustainability of future stock price performance will depend on the continuity of the company’s performance growth and the effectiveness of new product market development.