Analysis of the Strong Performance of Zhongfutong (300560): Driving Factors and Market Outlook

Zhongfutong (300560) entered the strong stock pool mainly driven by three core factors:

1. Boom in the AI Agent Concept
   : 2025 is regarded as the first year of AI agent commercialization; the company has laid out related businesses and is well-received by the market [3].
2. Support from Communication Engineering Business
   : The core business of communication network maintenance and optimization services continues to develop steadily, providing fundamental support.
3. Favorable Regional Policies
   : As a concept stock for the West Coast of the Taiwan Strait, it benefits from policy dividends for regional development [1].

On the technical side, the company’s stock performed actively in 2025, with multiple daily limit-ups, a cumulative increase of 20%, and significant rises in trading volume and turnover rate, indicating high market trading enthusiasm [2].

Future attention should be paid to:

• Progress in the implementation of AI agent business and its commercialization effects;
• Growth in order volume for communication engineering business;
• Implementation intensity of policies for the West Coast of the Taiwan Strait and regional economic development trends.

Attention should be paid to the risk of short-term fluctuations caused by concept speculation and the possibility of business implementation falling short of expectations.