Rongji Software (002474) Limit-Up In-Depth Analysis: Driven by AI Computing Power Concept and Institutional Capital Resonance

Rongji Software (002474) is a digital government software enterprise listed on the Shenzhen Stock Exchange. Its main business covers system integration, software products and services, etc., belonging to the Indigenous Innovation (Xinchuang) sector [3]. Recently, its stock price has performed strongly, achieving 5 consecutive limit-up boards in November 2025, with a single-day increase of 9.98%, ranking among the top three strong stocks in the market [0]. The core driving factors for its limit-up include:

1. Benefiting from AI Computing Power Concept
   : The company is listed as an enterprise related to Huawei Ascend ecosystem, deeply participating in the development of domestic AI chips and computing power infrastructure, which aligns with the trend of domestic substitution [0];
2. Policy Dividend Support
   : Benefiting from the national “14th Five-Year Plan” new infrastructure construction policy, the AI computing power industry has received long-term policy support [0];
3. Institutional Capital Pursuit
   : On November 21, the net institutional purchase was 79.66 million yuan, with a turnover rate of 39.35%, indicating high institutional recognition of the company’s prospects [2];
4. Market Hotspot Effect
   : Against the background of the contrarian strength of the AI application concept, the company has become a representative stock on the AI application side [0].

Cross-domain correlation analysis shows that the triple resonance of policy (new infrastructure), technology (AI computing power) and capital (institutional capital) is the core logic driving Rongji Software’s stock price rise [0]. In addition, multiple independent products of the company have been selected as national and provincial-level innovative products, and their technical strength has been authoritatively recognized [0], further strengthening market confidence.

• High Volatility Risk: A turnover rate of 39.35% indicates large stock price fluctuations, and there may be callback pressure in the short term [0];
• Market Environment Impact: If the broader market experiences systemic adjustments, it may impact the stock’s trend [0].

• Industry Growth Potential: The AI computing power industry is in a period of rapid development, with broad long-term growth space supported by policies [0];
• Deepening Ecosystem Cooperation: Cooperation with Huawei Ascend is expected to bring more business opportunities [0].

Rongji Software’s recent strong performance is the result of multiple positive factors overlapping. The company’s layout in the AI computing power field, policy dividends, and institutional capital intervention have jointly driven the stock price up. Investors should pay attention to the company’s subsequent business progress and industry policy dynamics, while noting to control the risks brought by high volatility [0].