Jialong Co., Ltd. (002495) Daily Limit Event Analysis on November 27, 2025: Policy and Fundamental-Driven Phased Rebound

Jialong Co., Ltd. (002495) hit the daily limit on November 27, 2025, with an increase of 10.07% and a closing price of 3.06 yuan [2][4]. This daily limit is part of the rotation-driven rise of the food and beverage sector due to favorable policies; on the same day, the Shanghai Composite Index rose slightly by 0.29%, and consumer-related sectors performed actively [1][5].

1. Policy利好
   : The Ministry of Industry and Information Technology, the Central Bank, and other six ministries jointly issued consumption promotion policies on November 26, 2025, directly benefiting the large consumer sector; the condiment industry, as a necessary consumption, benefited significantly [3][8].
2. Company Governance Optimization
   : The company promoted governance structure reform, abolished the supervisory board, and revised 26 internal systems to improve decision-making efficiency and operational transparency [4].
3. Operational Quality Improvement
   : The net cash flow from operating activities increased by 81.26% year-on-year, reflecting the improvement of the company’s profitability and capital management capabilities [4].
4. Business Progress
   : The sales of soy sauce products performed well, and the new production base improved the capacity layout, laying a foundation for future performance growth [4].
5. Market Sentiment Recovery
   : The number of shareholders decreased from 43,522 to 40,332, and chips tended to be concentrated, indicating that investor confidence has recovered somewhat [6][7].

• Stock Price Trend
  : The stock price of Jialong Co., Ltd. showed an overall fluctuating downward trend in 2025, but the trading volume has recently increased (333,000 lots on November 24, with a turnover rate of 4.75%), and market activity has increased [6][7].
• Financial Performance
  : In the first three quarters of 2025, revenue was 177 million yuan (year-on-year -4.48%), and net profit was 11.1413 million yuan (year-on-year -29.92%) [6][7]. Although the mid-term net profit increased by 15.28%, the Q3 performance declined sharply, and short-term profit pressure still exists [6].

This daily limit is in line with the trend of stabilizing demand and gradually clear recovery signs in the food and beverage industry [8]. China Galaxy Securities’ 2026 annual strategy points out that the traditional consumer sector is in the bottom improvement stage, and internal rotation opportunities in new consumption are emerging [9].

• Profit Pressure
  : Q3 net profit fell by 29.92% year-on-year; attention should be paid to the subsequent performance recovery [6][7].
• Long-term Trend
  : The overall downward trend of the stock price in 2025 has not changed; the short-term daily limit may be a policy-driven phased rebound [7][10].