Longzhou Co., Ltd. (002682) Analysis of Driving Factors for Limit-Up and Market Impact

1. Favorable Policies
   : People’s Daily published an article commemorating the 80th anniversary of Taiwan’s retrocession, triggering a rise in概念股 related to the West Coast of the Taiwan Strait. As a Fujian state-owned enterprise, Longzhou Co., Ltd. directly benefits from this [0]
2. Business Alignment
   : The company’s satellite navigation (Tianyuan Information) and emergency equipment (Changfeng Special Automobile) businesses are highly aligned with policy directions [0]

• Diversified Businesses
  : Covers an integrated system of modern logistics, automobile manufacturing, passenger transportation, and refined oil sales [0]
• Stock Performance
  : Within 52 weeks, it rose from 3.47 yuan to 6.48 yuan (+87%). Consecutive limit-ups on November 13-14 triggered an abnormal fluctuation announcement [0,3]
• Capital Data
  : Recent trading volume: 116,500 lots; turnover: 75.5236 million yuan; main funds net inflow of 139 million yuan in 3 days [0]
• Market Cap and Valuation
  : Total market capitalization: 3.644 billion yuan; price-to-book ratio:3.38x [0]

• Market Sentiment
  : Held by funds such as Harvest Logistics Industry Fund, with high capital attention [0]
• Risk Points
  : Consecutive limit-ups have led to a deviation value of more than 20%, so attention should be paid to the risk of short-term correction [3]

The company benefits from the intelligent upgrade of logistics and the growth in demand for emergency equipment, but a comprehensive judgment should be made based on the pace of policy implementation and performance fulfillment [0]