Rongji Software (002474) Limit-Up Analysis: Driven by AI Computing Power Leasing Concept and Policy Dividends

Rongji Software (002474) is an enterprise focusing on software development, information system integration, and technical services. Its business covers areas such as e-government, information security, and big data, and it belongs to the Xincuang sector [1] and computer sector [2]. Today’s limit-up is mainly driven by multiple factors:

1. AI Computing Power Leasing Concept Boom
   : The market recognizes it as an important target in this field [3];
2. Policy Dividends
   : In 2025, policies on AI chip localization were intensively introduced. The company’s position in the Huawei Ascend ecosystem allows it to benefit from the trend of domestic computing power substitution [3];
3. Sector Linkage
   : The Xincuang sector is active overall, driving the rise of related stocks [1];
4. Market Performance
   : It has seen 5 consecutive limit-ups recently, with turnover and turnover rate increasing significantly [0].

• Cross-domain Synergy
  : The AI computing power leasing concept and domestic computing power policies form a synergistic effect, amplifying market attention [3];
• Multi-concept Advantage
  : The company is involved in hot areas such as Xincuang, AI, and domestic computing power, making it a target for capital pursuit [0];
• Sector Transmission
  : The active Xincuang sector provides a good environment for individual stocks [1].

• Short-term Valuation Pressure
  : Continuous limit-ups may lead to high valuations, and there is a risk of correction in the future [0];
• Market Volatility Risk
  : Market fluctuations may affect the performance of individual stocks.

• Continuous Policy Support
  : Policies on domestic computing power substitution are expected to advance, helping business development [3];
• Industry Growth Space
  : Demand for AI computing power leasing is growing, and the company is expected to share in the dividends [3].

Rongji Software’s limit-up today is the result of multiple factors. Its business layout aligns with market hotspots. Investors should view the short-term gains rationally, pay attention to policy implementation and subsequent business progress, and make decisions based on their own risk tolerance.