Comprehensive Analysis of the Limit-Up Event for Jialong Co., Ltd. (002495)

This analysis is based on Tushare’s limit-up pool data [0] and external market reports [1][3]. Jialong Co., Ltd. (002495) hit the daily limit on November 27, 2025. The core of the event is that the stock received a net purchase of 37.7755 million yuan by main funds on that day [1]. As a small and medium-cap enterprise in the condiment industry, its business covers chicken essence, chicken powder, and pre-made dishes [0][5]. Key findings include the support of capital inflow intensity and segment industry status for the stock price, with the main impact reflected in the increase in short-term market attention.

Jialong Co., Ltd. (002495) is a small and medium-cap enterprise listed on the Shenzhen Stock Exchange. Its main business is the R&D, production, and sales of chicken powder and chicken essence products, while also extending to pre-made dishes and venture capital sectors [0][5]. The 2025 third quarterly report shows that the main operating income in the first three quarters was 177 million yuan, and the net profit attributable to shareholders was 11.1413 million yuan [0], with a market value of approximately 2.863 billion yuan [0]. The company has multiple brands and a rich product line, holding a certain position in the packaged food industry [0].

On the day of the limit-up, the stock received a net purchase of 37.7755 million yuan by main funds [1], indicating short-term favor from market capital. From the industry perspective, the condiment industry, as an important component of the food and beverage sector, has stable demand under the background of consumption upgrade [0], which may be one of the factors attracting capital. In addition, the company’s extension to pre-made dish business also aligns with current consumption trends [0].

1. Cross-domain Correlation
   : Small and medium-cap consumer stocks (condiments + pre-made dishes) have received capital attention in the market, reflecting investors’ preference for stable consumer segments.
2. Deep Implications
   : Capital inflow into small and medium-cap consumer enterprises may imply the market’s increased confidence in the consumer sector under economic recovery expectations.

1. Market Value Risk
   : Small and medium-cap stocks usually have high volatility [0], and may face correction pressure after a short-term limit-up.
2. Industry Competition
   : The condiment industry is highly competitive, and the company needs to continuously maintain product advantages [0].

1. Pre-made Dish Expansion
   : The pre-made dish industry is in a growth stage, and the company can further expand with existing channel advantages [0].
2. Consumption Upgrade
   : Condiment demand is stable, and brand enterprises are expected to benefit from the consumption upgrade trend [0].

Jialong Co., Ltd. (002495) is a small and medium-cap enterprise focusing on condiments and pre-made dishes. The limit-up event on November 27, 2025, was accompanied by significant main capital inflow. The company holds a certain position in the segment industry, but investors need to be aware of the volatility risks of small and medium-cap stocks. Investors can pay attention to the progress of its pre-made dish business and changes in industry demand.