Fushi Holdings (300071.SZ): Market Heat Analysis Driven by AI Concept

As a GEM-listed company, Fushi Holdings (300071.SZ) covers advertising marketing and digital media in its main business and actively lays out AI technology applications [0]. On November 18, 2025, the company’s stock price rose 20.07% in a single day to hit the daily limit, with a net inflow of 313 million yuan from main funds and a net purchase of 28.8417 million yuan via Shenzhen-Hong Kong Stock Connect [0][1]. This performance is consistent with the overall counter-trend rise of the A-share AI application sector [2].

The company has repeatedly become the market focus and hit the daily limit due to AI-related concepts (such as AI corpus, AI e-commerce, AI applications) [0]. At the policy level, the “Action Plan for Deepening Smart City Development and Promoting Whole-region Digital Transformation” issued by the National Development and Reform Commission and other departments provides favorable support for the company’s development [0]. Industry data shows that the monthly active user scale of China’s AI application mobile terminal has exceeded 700 million, providing a broad market space for the company’s business expansion [0].

1. Concept-driven and Policy Resonance
   : Fushi Holdings benefits from both the market heat of AI application concepts and the support of national digital transformation policies, forming a dual drive [0][2].
2. Increased Capital Attention
   : The recent continuous inflow of main funds and northbound funds reflects the market’s recognition of the company’s AI layout and business potential [0][1].
3. Multi-sector Layout Advantage
   : The company’s layout in popular sectors such as Huawei concept and AI concept enables it to capture the dual mainline opportunities of AI-driven and domestic substitution [0].

• The rapid growth of the AI application market brings incremental demand for the company’s digital marketing business [0];
• Policy dividends continue to be released, and smart city construction will promote the development of the company’s related businesses [0];
• The company’s technical layout in the AI field is expected to form a differentiated competitive advantage [0].

• Concept-driven stocks are susceptible to market sentiment, and stock price volatility may intensify [0];
• AI technology iterates rapidly, and if the company’s R&D progress is not as expected, it may miss market opportunities [0];
• Industry competition intensifies, and we need to be alert to the risk of market share being squeezed [0].

Fushi Holdings’ recent market heat has increased significantly, mainly due to factors such as AI concept-driven, favorable policies, and capital inflows. The company’s layout in digital marketing and AI application fields gives it certain competitive advantages. However, investors need to pay attention to the volatility risk of concept stocks, and focus on the company’s business implementation progress and industry competition situation [0][3].