Rongji Software (002474) Analysis of 5 Consecutive Daily Limit-Ups: Driven by AI Concept and Xinchuang Sector

Rongji Software (002474) mainly engages in the technical iteration and upgrading of digital intelligent government software products, covering system integration, software products and services, park development and operation, etc. [1]. On November 21, 2025, the company’s stock price achieved 5 consecutive daily limit-ups, closing at 12.45 yuan with a 9.98% increase [0]. The limit-ups are mainly driven by AI concept speculation and rotation in the Xinchuang sector. The company is classified as an enterprise related to Huawei Ascend ecosystem, benefiting from the trend of domestic computing power substitution [0]. Trading data shows that the turnover on November 21 reached 2.538 billion yuan, with a high turnover rate, and market attention has significantly increased [2].

1. Cross-domain correlation
   : The combination of AI technology and government software has become a market hotspot, and policies supporting the Xinchuang industry have further strengthened the sector’s prosperity [3].
2. Ecosystem synergy value
   : As a member of Huawei Ascend ecosystem, the company occupies a favorable position in the wave of domestic computing power substitution and is expected to continue to benefit from the development of related industrial chains [0].
3. Capital inflow characteristics
   : Continuous limit-ups accompanied by increased trading volume reflect the active layout of main funds and institutional investors in the company and related sectors [0].

• After the rapid short-term stock price rise, there is correction pressure; vigilance is needed against profit-taking caused by market sentiment fluctuations [0].
• Concept speculation may lead to the stock price deviating from fundamentals; investors need to pay attention to performance realization capabilities [1].

• Policy dividends for the Xinchuang sector continue to be released, and the software service industry has broad long-term development space [3].
• The company’s technical accumulation in the digital intelligent government field is expected to be converted into actual performance growth [1].

The recent strong performance of Rongji Software is mainly driven by the AI concept and Xinchuang sector, and the company’s Huawei Ascend ecosystem attribute has further enhanced market attention. Although the short-term increase is significant, investors should make rational judgments based on the company’s fundamentals and industry trends, and pay attention to the impact of policy dynamics and performance progress on the stock price [0][1][3].