In-depth Analysis of Rongji Software (002474) Continuous Limit Up: Driven by AI Application Concept and Growth Potential

Rongji Software (002474) is an enterprise focusing on software development, information system integration, and information technology services. Its core businesses cover areas such as e-government, collaborative management, information security, big data, and the Internet of Things [3]. In the first three quarters of 2025, the company’s revenue reached 2.462 billion yuan, up 35.44% year-on-year; net profit attributable to parent company was 150 million yuan, up 33.66% year-on-year, showing strong growth momentum [0][2]. Recently, the company has become a market hotspot due to its AI application concept and association with Huawei Ascend ecosystem. As of November 21, 2025, it has achieved 5 consecutive limit up days with a 9.98% increase, ranking among the top three strong stocks of the day [0][4]. The AI application sector strengthened against the trend in November 2025, and the company, as a sector leader, benefited significantly [0][5].

1. Concept-driven and fundamental resonance
   : The popularity of the company’s AI application concept resonates with its stable financial performance, driving the stock price to continuous limit up [0];
2. Ecosystem positioning advantage
   : As an enterprise related to the Huawei Ascend ecosystem, the company benefits from the trend of domestic AI computing power substitution, and long-term growth space is promising [0];
3. Market sentiment catalysis
   : Against the backdrop of overall market adjustments, the AI application sector has become a safe haven for funds, and Rongji Software has attracted market attention with its strong performance [0][5].

• Short-term stock price has risen significantly,存在回调压力[0];
• Volatility in the AI concept sector may affect the company’s stock price performance [0][5].

• Under the trend of domestic AI computing power substitution, enterprises in the Huawei Ascend ecosystem are expected to gain more market share [0];
• The company’s strong financial growth provides support for subsequent business expansion [0][2].

Rongji Software (002474) has performed strongly recently, mainly driven by the AI application concept and association with the Huawei Ascend ecosystem. The company’s financial data in the first three quarters of 2025 are stable, with a reasonable asset-liability ratio. Investors need to pay attention to the risk of short-term stock price fluctuations, and can also track the company’s business progress in the AI application field and ecological cooperation in the long term [0][2][3][4][5].