Rongji Software (002474) Limit-Up Analysis: Market Performance Driven by Institutional Inflows and Industry Policies

Rongji Software (002474) hit the limit-up on November 21, 2025, with a closing price of 12.45 yuan, a single-day increase of 9.98%, and a market capitalization of approximately 7.746 billion yuan [3]. According to Wencai Stock Selection data, the stock ranks 3rd on the popular stock list, indicating high market attention [1]. Institutional capital inflow is one of the main driving factors: the November 21 Dragon and Tiger List shows net institutional purchases of 79.66 million yuan [4], with a turnover rate of 39.35% [0], reflecting high market trading activity. At the industry level, benefiting from national digital transformation and artificial intelligence development policy support [0], the software sector has become a safe haven for funds, especially during the adjustment period of the technology sector [0]. In addition, the stock aligns with the current market preference trend for small-cap growth stocks [0].

In terms of cross-domain correlation, the resonance between institutional capital inflows and favorable industry policies has driven the stock price up [0]. The deeper implication is that the current market style is shifting to small-cap growth stocks, and the software industry, as the core beneficiary sector of digital transformation, has gained capital favor [0]. Systematic impacts include: increased activity of small-cap stocks and enhanced expectations of valuation repair in the software sector [0].

: A high turnover rate (39.35%) may lead to intensified short-term stock price fluctuations [0]; liquidity risks of small-cap stocks need attention [0].
: Under the continuous favorable industry policies, the software sector has large growth space [0]; institutional capital inflow shows long-term confidence [4].
: In the short term, attention should be paid to volatility risks caused by turnover rates; in the medium and long term, the progress of industry policy implementation can be followed [0].

The limit-up of Rongji Software is mainly driven by three factors: institutional inflows, industry policies, and market style. Data shows that the stock achieved a 9.98% increase on Nov 21, with net institutional purchases of nearly 80 million yuan and a turnover rate of 39.35%. In the current market environment, the software sector as a beneficiary of digital transformation and the preference trend for small-cap growth stocks are important backgrounds for the stock’s performance. Investors should combine their own risk preferences and pay attention to industry dynamics and changes in the company’s fundamentals [0].