Analysis of Fusaite Technology (301529) Strong Performance: Reasons, Support, and Sustainability Assessment

Fusaite Technology (301529) closed at 101.11 yuan on December 29, 2025, up 16.61%. Its strong performance mainly comes from the combined effect of sector effect and fundamental support [1][2]:

1. Sector Level
   : The heating up of the new energy vehicle industry chain is the core catalyst. According to reports from 21 Finance APP, as of December 26, the average quotation of lithium iron phosphate increased by 6000 yuan/ton, and the new energy vehicle index rose by 4.1% in the same period [2]. The recovery of lithium material prices has driven investment enthusiasm across the entire industry chain, and the auto parts sector has directly benefited.
2. Fundamental Level
   : As an auto parts integration solution provider, Fusaite Technology covers core links such as design, mold development, molding, and coating, with integrated solution capabilities. Against the background of growing demand for new energy vehicles, it has strong competitiveness [3].
3. Technical Level
   : On that day, the stock price broke through the 5-day moving average (90.21 yuan), with a bias ratio of 12.09% and a turnover rate of 12.57% higher than the historical average, indicating that short-term bulls are dominant and capital inflow willingness is strong [4].

1. Sector Linkage
   : The strong performance of Fusaite Technology is highly correlated with the overall trend of the new energy vehicle industry chain. As an upstream signal, the rise in lithium material prices is transmitted downstream to the parts link, reflecting the linkage effect of the industry chain [2].
2. Significance of Technical Breakthrough
   : The stock price breaking through the 5-day moving average with a high bias ratio indicates optimistic short-term market sentiment, but attention should be paid to the correction pressure brought by the excessively high bias ratio [4].
3. Information Gap
   : Due to the lack of complete financial data, the rationality of current valuation cannot be accurately evaluated, which is a key limiting factor affecting long-term judgment.

1. Short-term Volatility Risk
   : A single-day increase of 16.61% may trigger short-term profit-taking, and investors need to be alert to high-level fluctuations [1][4].
2. Valuation and Financial Risk
   : The lack of complete financial data makes valuation assessment difficult, and fundamental risks need further verification [3].
3. Industry and Policy Risks
   : The auto parts industry is highly competitive, and changes in new energy vehicle policies may affect the overall development of the industry [2].

1. Industry Chain Growth Dividend
   : If the new energy vehicle industry chain continues to heat up, Fusaite Technology, as a parts enterprise, is expected to benefit further [2].
2. Capital Attention After Technical Breakthrough
   : After the stock price breaks through the moving average, if it can stand above the average continuously, it may attract more capital attention [4].

The strong performance of Fusaite Technology (301529) is mainly driven by the sector effect of the new energy vehicle industry chain, supplemented by the company’s own business advantages. Technically, short-term bulls are dominant, but short-term correction risks and valuation uncertainty need to be noted. Investors should focus on:

• Support level: 86.71 yuan (closing price on December 26)
• Resistance level: 104.00 yuan (highest price on December 29)
• Core moving average: 5-day moving average (90.21 yuan), need to observe whether it stands continuously
• External indicators: Price and index trends of the new energy vehicle industry chain, disclosure of the company’s financial data [1][2][4]

Note: The above analysis is based on public data and reports, does not include complete financial information, and investors need to make judgments based on more information.