Analysis of the Strong Performance of Heshun Technology (301237)

The core driving factors for the strong performance of Heshun Technology (301237) include dual benefits at both industry and company levels. In the industry, price increases by enterprises such as Toray and Jilin Chemical have driven the overall prosperity of the carbon fiber industry [0]; at the company level, its 350-ton M-grade carbon fiber project has successfully completed trial production, which is expected to enhance production capacity and technological competitiveness [0]. From the technical perspective, on December 29, 2025, the company’s stock price rose by 19.99% with a trading volume of 5.987 billion yuan, showing a trend of rising volume and price [0].

The resonance effect between industry price increases and company project progress is the main logic behind this strong performance. As a high-performance material, carbon fiber has sustained downstream demand growth; price increases by leading enterprises reflect improved supply and demand patterns in the industry; the successful trial production of the company’s project verifies its ability to implement technology, providing potential support for future performance growth [0].

: Short-term stock price volatility risk, uncertainty in project commercialization process, possible intensification of industry competition [0].
: The improvement of industry prosperity drives long-term growth space, and the company’s technology and capacity expansion are expected to enhance market competitiveness [0].

Heshun Technology (301237) entered the strong stock pool due to industry price increases and successful project trial production, with the technical side showing rising volume and price. It is necessary to pay attention to the progress of project commercialization and industry competition, and comprehensively evaluate long-term investment value.