Hongbo Co., Ltd. (002229) Limit-Up: Reasons and Market Trend Analysis

On December 9, 2025, Hongbo Co., Ltd. (002229) entered the Tushare Limit-Up Pool. The limit-up event reflected the strong pursuit of the AI computing power concept in the A-share market that day [1].

Hongbo Co., Ltd.'s limit-up mainly stems from its substantive layout in the AI computing power field: its subsidiary Yingbo Digital Technology has carried out deep cooperation with global AI chip giant NVIDIA to jointly promote the implementation of AI computing power solutions [0]. This cooperation makes it a direct beneficiary of the AI computing power track, aligning with the current market’s focus on computing power infrastructure concepts [0].

Recently, in the A-share market, the AI computing power theme has continued to heat up, and funds have a strong willingness to chase related stocks with core technology cooperation backgrounds [0]. Hongbo Co., Ltd.‘s limit-up is an embodiment of market sentiment concentrating on AI concept stocks with real business support, reflecting investors’ recognition of its competitiveness in the AI computing power field [0].

1. Track Value Highlighted
   : As the core infrastructure for artificial intelligence development, market demand for AI computing power continues to grow at a high speed. Hongbo Co., Ltd. is deeply bound to this high-growth track through cooperation with NVIDIA, significantly enhancing its business potential [0].
2. Cooperation Barrier Formed
   : Deep cooperation with NVIDIA gives Hongbo Co., Ltd. a differentiated advantage in the AI computing power field, distinguishing it from pure concept speculation stocks and making it more likely to attract long-term market attention [0].

• Long-term Track Support
  : The continuous development of the AI industry will provide long-term driving force for computing power demand, and the company’s related businesses are expected to achieve sustained growth [0];
• Cooperation Synergy Effect
  : The combination of NVIDIA’s technical advantages in AI chips and the company’s implementation capabilities may promote rapid expansion of its business scale [0].

• Short-term Sentiment Fluctuation
  : The AI concept sector is susceptible to market sentiment, and there may be correction risks in the short term [0];
• Cooperation Uncertainty
  : If the cooperation model or depth with NVIDIA changes, it may affect the company’s computing power business [0].

Hongbo Co., Ltd.'s limit-up is the result of the joint action of growing demand in the AI computing power track and the company’s substantive business layout. Market optimism towards the AI computing power concept continues, but short-term sector volatility risks need to be watched. This report provides objective analysis and market background, does not constitute specific investment advice, and investors need to make prudent decisions based on their own circumstances.