Shaanxi Jinye (000812) Strong Performance Analysis on December 2, 2025

Shaanxi Jinye (000812) hit the daily limit at 9:58 on December 2, 2025, reaching a price of 5.06 yuan, an increase of 5.42% from the previous trading day, and was included in the strong stock pool of the day [1]. The stock belongs to three concept sectors: packaging and printing, education, and large finance. Despite the overall decline of the packaging and printing sector on that day, it still rose against the trend, possibly due to short-term capital favoring related themes [1]. From the perspective of capital flow, on December 1, 2025, the main funds had a net outflow of 9.0485 million yuan, accounting for 11.24% of the total turnover, while retail funds had a net inflow of 9.5264 million yuan, accounting for 11.83% of the total turnover, indicating that retail funds have a strong interest in the stock and are an important force driving the rise [2].

1. The upward momentum is dominated by retail funds, while main funds are in a net outflow state, reflecting short-term market sentiment and concept speculation characteristics rather than long-term optimism from institutional funds.
2. The counter-trend rise contrasts with the overall decline of the packaging and printing sector it belongs to, further verifying the feature of concept theme-driven rather than industry fundamental support.
3. The lack of clear recent fundamental changes or positive announcements poses challenges to the sustainability of the rise.

• Lack of fundamental catalysts
  : No major fundamental changes affecting the stock were found, and the short-term capital-driven rise lacks a sustainable basis [0].
• Net outflow of main funds
  : The cautious attitude of institutional funds may suppress subsequent rises [2].
• Poor sector performance
  : The packaging and printing sector it belongs to declined overall, and the support for its counter-trend rise is limited [1].

• Short-term concept speculation
  : If the market’s enthusiasm for concepts such as education and large finance continues, the stock may have short-term trading opportunities [0].

The strong performance of Shaanxi Jinye (000812) on December 2, 2025, is mainly driven by retail funds and the popularity of concept themes, lacking clear fundamental support. The net outflow of main funds and the overall decline of its affiliated sectors suggest that the sustainability of its rise may be limited. Investors need to pay attention to changes in short-term capital sentiment and subsequent fundamental developments, and carefully evaluate investment risks.