Lijun Co., Ltd. (002651) Limit-Up Analysis: Policy Tailwinds Drive Commercial Aerospace Concept Stocks Higher

On December 1, 2025, Lijun Co., Ltd. (002651) hit the daily limit, closing at 11.86 yuan with an increase of 10.02%[0]. The core driving factor was the positive policy of the National Space Administration establishing the Commercial Aerospace Department[1], which marks the commercial aerospace industry entering an accelerated development stage. The company mainly engages in military aerospace-related businesses and grinding process system equipment[0], occupying an important position in the commercial aerospace industry chain, and also benefiting from the industry trend of manufacturing transformation towards intelligence and automation[5]. Regarding the market environment, on that day, A-shares opened high and moved higher, the Shanghai Composite Index recovered 3,900 points, and the trading volume of the two markets exceeded 1.8 trillion yuan[3], providing a good atmosphere for individual stock gains. The commercial aerospace sector strengthened collectively, and Lijun Co., Ltd. became one of the leading stocks[2].

1. Policy and Industry Resonance
   : Increased national-level commercial aerospace policy support[1] resonates with the company’s business layout, highlighting its competitive advantages in the military aerospace field.
2. Dual-Track Benefits
   : The company benefits from both commercial aerospace policy dividends and manufacturing upgrade trends[0,5], with long-term growth potential.
3. Sector Linkage Effect
   : The commercial aerospace sector saw a limit-up wave[2], reflecting the market’s optimistic expectations for this track. As one of the sector leaders, Lijun Co., Ltd. is expected to continue attracting capital attention.

• The commercial aerospace industry enters a “growth honeymoon period”[1], with increased policy support, and the company is expected to receive more orders and resource倾斜 (resource inclination).
• Growing demand for manufacturing upgrades[5] drives steady development of the grinding equipment business.

• Short-term stock prices are driven by sentiment, which may have volatility risks[0].
• There are uncertainties in policy implementation progress and industrial landing effects[1].
• Overall market fluctuations may affect individual stock performance[3].

Lijun Co., Ltd. (002651) hit the daily limit mainly driven by positive commercial aerospace policies[1], and its business layout aligns with industry development directions[0]. In the short term, the stock price benefits from sector sentiment and market environment[2,3]; in the long term, the dual-track layout provides sustained growth momentum[5]. Investors should pay attention to policy implementation progress, company order status, and overall sector performance.