Rongji Software (002474) Limit-Up In-Depth Analysis: Dual Drive from AI Concept and Xinchuang Sector

This analysis is based on the limit-up event of Rongji Software (002474) reported by tushare_zt_pool[1] (November 21, 2025). The company’s closing price on that day was 12.45 yuan, with an increase of 9.98% and a transaction volume of 137 million yuan, accounting for 2.08% of the circulating market value[0]. The core driving factors include the boom in the AI concept, favorable policies for the Xinchuang sector, and its association with the Huawei Ascend ecosystem[0][4].

As a core target in the Xinchuang sector[2], Rongji Software covers multiple popular tracks such as AI concept, data elements, and Huawei Kunpeng[0]. It achieved 5 consecutive limit-ups on November 21, 2025, with a cumulative stock price increase of 46.47% (from 8.50 yuan to 12.45 yuan)[0]. At the sector level, the Xinchuang sector is driven by domestic substitution policies, AI computing power demand, and Huawei’s technological breakthroughs[4], becoming the main line of the market[0]. The company is deeply involved in the Huawei Ascend ecosystem and benefits from the trend of domestic computing power substitution[0].

1. Multi-Concept Overlay Effect
   : The company has labels such as AI, Xinchuang, and Huawei ecosystem, which align with current market hot preferences[0][2].
2. Sector Linkage
   : The overall strength of the Xinchuang sector provides support for individual stocks, and Huawei’s AI technological breakthrough further catalyzes sector sentiment[4].
3. Capital Activity
   : The single-day transaction volume accounts for 2.08% of the circulating market value, indicating high short-term capital attention[0].

• Continuous implementation of Xinchuang policies is expected to maintain sector momentum[2];
• Cooperation with the Huawei ecosystem may bring business growth[0].

• Excessive short-term gains lead to callback pressure[0];
• Concept speculation may deviate from fundamentals, requiring attention to performance realization capabilities[3];
• Market sentiment fluctuations may lead to significant stock price volatility[5].

The limit-up of Rongji Software (002474) is the result of the resonance of multiple factors: AI concept, Xinchuang sector, and Huawei ecosystem. The short-term stock price performance is strong, but investors need to pay attention to the risks of concept speculation and the matching degree with fundamentals. As a target in the Xinchuang sector, the company’s long-term development depends on policy implementation and business expansion progress[0][3].