Join-Cheer Software (002279) Limit-Up Analysis: Concept-Driven and Market Sentiment Interpretation

Join-Cheer Software (002279) hit the limit-up on November 24, 2025, with an increase of 9.96%, entering the limit-up pool [0]. This limit-up reflects the market’s strong attention to related concept sectors and recognition of the company’s own technological upgrades.

1. Concept Sector Linkage
   : The MCP concept and AI text-to-video sectors rose sharply that day, and the company as a core target directly benefited from the sector’s performance [2]
2. AI Technology Catalyst
   : The upcoming release of Google Gemini 3.0 boosted the popularity of AI application concepts. The company was included in Google chain concept stocks, and the market expects its AI business to grow [0]
3. Internal Technology Upgrade
   : The company’s Nüwa GPT large model application management platform was upgraded, enhancing market confidence in its AI layout [4]
4. Business Synergy Effect
   : The online marketing concept sector rose, and the company’s advertising services accounted for 85.21% of its business, which is highly synergistic with the sector’s performance [0]

• Limit-Up Rate
  : 9.96%
• Turnover Amount
  : 2.838 billion yuan
• Turnover Rate
  : 38.02% [1]
• Market Ranking
  : Ranked 10th in the popular stock list [3]

The company’s business is dominated by advertising services (85.21%), with software sales accounting for 11.54% [0]. This structure gives it strong business synergy in online marketing and AI application scenarios, enabling it to quickly respond to market demands from concept sectors.

Against the background of accelerated deployment of AI computing infrastructure, the company is expected to continue benefiting from related theme trends. However, attention should be paid to overall market volatility risks (such as the Shanghai Composite Index falling 2.45% with heavy volume that day [7]). Investors should rationally view short-term trends based on their own risk tolerance.