Jialong Co., Ltd. (002495.SZ) Limit-Up Analysis: Driven by Industry Recovery and Capital Pursuit

Jialong Co., Ltd. (002495.SZ) hit the daily limit of 10.07% on November 27, 2025, closing at 3.06 yuan with a turnover rate of 4.92% [5]. On the same day, order sealing funds reached 185 million yuan [3], and average transaction per order increased by 179.74% month-on-month [2], indicating significant capital pursuit and increased trading activity. The company mainly engages in condiment production and has expanded into prepared dishes and venture capital businesses [4], benefiting from the recovery trend of the condiment industry: the global flavoring market is expected to have a compound annual growth rate (CAGR) of 4.5% from 2025 to 2034 [6], China’s catering service industry will grow by 4% to 385 billion US dollars in 2025, with low-tier cities as the main driver [7]. In addition, Asian flavors are driving growth in global packaged foods [8], and sauces and condiments are the largest growth drivers, which are highly aligned with the company’s core products (chicken essence, chicken powder, tomato sauce) [9].

1. Cross-domain Correlation
   : Small and medium-cap food stocks (such as Jialong Co., Ltd.) benefit from both domestic consumption upgrading (catering growth in low-tier cities) and global industry trends (popularity of Asian flavors), forming a combination of short-term capital enthusiasm and long-term fundamental support.
2. Market Signal
   : Large order sealing funds and growth in average transaction per order reflect the market’s short-term confidence in the company’s growth potential, while the industry’s long-term growth expectation (CAGR 4.5%) provides fundamental endorsement.

• Risks
  : Small and medium-cap stocks have high volatility; intensified competition in the condiment industry may compress profit margins; there are uncertainties in the expansion of prepared dish business.
• Opportunities
  : The company’s expansion into prepared dishes and venture capital businesses is expected to open a new growth curve; the global trend of Asian flavors may bring export opportunities; continuous consumption growth in low-tier cities will drive domestic demand.

The limit-up event of Jialong Co., Ltd. reflects the market’s recognition of the recovery of the condiment industry and the company’s growth potential. At the industry level, consumption upgrading in low-tier cities and the global trend of Asian flavors provide double support; at the company level, capital inflows and increased trading activity indicate short-term market enthusiasm. Investors need to pay attention to the sustainability of industry trends, the progress of the company’s business expansion, and changes in market sentiment.