Deep Analysis of the Reasons for Haixin Food (002702) Limit Up and Its Market Impact

###1. Executive Summary
This analysis is based on Tushare’s limit-up pool data [0]. Haixin Food (002702) hit the daily limit up on November 27, 2025. Core driving factors include the consumption promotion policy issued by six departments including the Ministry of Commerce [0], the sustained popularity of the pre-made food industry [5][6], the company’s diversified product layout and new channel expansion [0], and large capital inflows [2]. Meanwhile, the company issued an abnormal stock trading fluctuation announcement to prompt relevant risks [3].

###2. Comprehensive Analysis
Haixin Food (002702) limit up is mainly driven by multiple factors:

• Policy Aspect
  : Six departments including the Ministry of Commerce issued the “Implementation Plan on Enhancing the Adaptability of Consumer Goods Supply and Demand to Further Promote Consumption”, driving the overall rise of the consumer sector [0].
• Industry Aspect
  : As a market hotspot in 2025, pre-made food has significantly benefited the company as a representative enterprise in the industry [5][6].
• Company Aspect
  : The company has built a diversified product matrix covering frozen fish products, rice and noodle products, pre-made dishes, etc., and successfully entered the Sam’s Club system [0].
• Capital Aspect
  : The Dragon and Tiger List shows that Hualin Securities Beijing Branch had a net purchase of 68.6221 million yuan, providing capital support for the limit up [2].

###3. Key Insights

• Pre-made Food Track Dividend
  : The company’s layout in the pre-made food field aligns with industry development trends and benefits from the expansion of the pre-made food market [5][6].
• Channel Expansion Value
  : Entering the Sam’s Club system is expected to enhance brand influence and sales scale [0].
• Increased Capital Attention
  : Large net purchases reflect institutional investors’ confidence in the company’s future development [2].

###4. Risks and Opportunities

• Risks
  : The company issued an abnormal stock trading fluctuation announcement, prompting the risk of stock price fluctuations [3]; the large short-term increase may face correction pressure.
• Opportunities
  : Consumption policies continue to be favorable, the pre-made food industry has broad growth space, and the company’s diversified layout is expected to further release performance [0][5].

###5. Key Information Summary
As a leading domestic frozen food enterprise, Haixin Food (002702) recently benefited from consumption policies, pre-made food popularity, and capital inflows for its limit up. Investors should pay attention to the company’s product expansion progress and market sentiment changes, while noting the risk of abnormal stock price fluctuations [3].