Analysis of Qidi Design (300500) Strong Limit-Up: Driven by Policy Tailwinds and Sector Resonance

Qidi Design (300500) performed strongly on November 24, 2025, with an increase of 10.88%, a turnover of 440 million yuan, and a turnover rate of 15.93% [0]. Its rise was mainly driven by multiple factors:

1. Industry Sector Benefits
   : The engineering consulting service sector opened high and went higher overall, rising more than 4% [1], providing industry-level support for the company.
2. Policy Drivers
   : New real estate policies continue to be introduced, and real estate stocks have broken out against the trend [5], driving up demand for upstream engineering consulting.
3. Concept Hotspots
   : The housing inspection concept sector rose 2.61% [0], and the company, as a related concept stock, benefited significantly.

1. Policy and Sector Resonance
   : The strength of the engineering consulting sector resonates with new real estate policies, bringing short-term growth momentum to the company [1][5].
2. Capital Attention
   : Products under China CITIC Prudential Fund are among the top ten tradable shareholders [2], indicating institutional recognition of the company’s value.
3. Business Structure Advantages
   : The design consulting business accounts for nearly 80% [0], allowing the company to fully enjoy industry policy dividends.

1. Market Volatility
   : The Shanghai Composite Index fell 0.34% on the day, and the ChiNext Index fell 0.77% in half a day [4][6]. The overall weak environment may affect sustainability.
2. Sector Concentration
   : Dependence on the engineering consulting sector may bring growth pressure if policies are adjusted.

1. Policy Dividends
   : New real estate policies and industry support policies are expected to continue to be released [5].
2. Concept Hotspots
   : The fermentation of concepts such as housing inspection brings room for valuation improvement [0][3].

Qidi Design (300500)'s strong performance is the result of the combined effect of industry policies, sector hotspots, and its own advantages. It benefits from policies and sector popularity in the short term, and in the long term, it needs to pay attention to the effect of policy implementation and business expansion capabilities. Investors should view it rationally in combination with the market environment.