Driving Factors and Analysis of the Surging Market Popularity of Zhongshui Fisheries (000798.SZ)

Zhongshui Fisheries (000798.SZ) has recently been on the market’s hot list with strong stock price performance. On November 21, it closed at 15.09 yuan, achieving 6 consecutive limit-ups with a 9.99% increase, and the turnover on that day reached 1.416 billion yuan [4].

1. Performance Growth
   : The company’s net profit in the first three quarters increased by 230.08% year-on-year, with significant performance improvement, providing fundamental support for the stock price [3].
2. Industry Prosperity
   : The aquaculture sector broke out across the board on November 19, with an overall increase of 7%. Many stocks such as Zhongshui Fisheries and Guolian Aquatic Products hit the limit-up [5]. The industry benefits from increased policy support, the arrival of the consumption season, and efficiency improvements brought by the promotion of modern aquaculture technology [5].
3. Geopolitical Factors
   : Tensions in Sino-Japanese relations have triggered market expectations of import restrictions on Japanese aquatic products, driving up the domestic aquaculture sector [5].
4. Capital Inflow
   : Data from the Dragon and Tiger List shows institutional capital inflow, with a buying amount of 31.2861 million yuan [3]; the trading volume has increased significantly, with a turnover of 634 million yuan and a volume ratio of 4.50 on November 18 [4].
5. Sector Rotation
   : Market funds have shifted from high-valued technology sectors to more defensive agricultural and fishery sectors, further boosting the stock price [5].

The strong performance of Zhongshui Fisheries reflects the current market’s preference for defensive sectors and the good development prospects of the aquaculture industry. Other stocks in the sector such as Guolian Aquatic Products have also been driven [1].