In-Depth Analysis of Teamsun Technology (600410.SH) Limit-Up: Market Heat Driven by AI Computing Power and Huawei Ecosystem Dual Engines

The event occurred on November 17, 2025 (UTC+8)

This analysis is based on tushare_hot_stocks hot list data [0]. Teamsun Technology (600410.SH) hit the limit-up on November 17, 2025, with a closing price of 19.42 yuan per share, an increase of 10.03%, and a total market capitalization of 21.29 billion yuan [0]. Core driving factors include expectations of Huawei’s AI technology breakthroughs [1][4], promotion of national information security policies [3], winning an important project from the People’s Insurance Company of China Group [2], and a 156.60% year-on-year growth in net profit in the first half of 2025 [0].

Teamsun Technology focuses on cloud computing + AI-driven enterprise digital transformation services and is one of the most important partners of Huawei Intelligent Computing Center in China, relying on Huawei’s Ascend AI computing system [0]. The limit-up on November 17, 2025, was affected by the superposition of multiple positive factors:

• Expectations of Huawei’s AI Technology Breakthrough
  : Huawei is about to release breakthrough technology in the AI field, and related concept stocks rose accordingly [1][4]
• Policy Dividend
  : National information security policies have driven a limit-up wave in the sector, and the company, as a participant in the information security field, has benefited significantly [3]
• Business Expansion
  : Winning the procurement project of the People’s Insurance Company of China Group verifies the market recognition of the company’s solutions [2]
• Performance Improvement
  : The net profit attributable to the parent company in the first half of 2025 was 140 million yuan, a year-on-year increase of 156.60% [0]
• AI Computing Power Layout
  : Successfully built benchmark projects such as Tianjin Intelligent Computing Center (300P computing power), strengthening competitiveness in the AI computing power field [0]

• Ecosystem Synergy Effect
  : As a core partner of Huawei Intelligent Computing Center, the company fully enjoys the valuation premium brought by Huawei’s AI technology breakthroughs [1][4]
• Policy and Technology Resonance
  : Information security policies and the growth in AI computing power demand form a synergy effect, driving market attention to related enterprises [3]
• Business Model Validation
  : Performance improvement and major project wins indicate that the company’s cloud computing + AI transformation strategy has achieved phased results [0][2]

• Opportunity Window
  : The explosion of AI computing power demand and the expansion of Huawei’s ecosystem bring business growth opportunities to the company [1][4]; the continuous加码 of information security policies will benefit the industry’s long-term development [3]
• Risk Reminder
  : Concept-driven stock price increases may be accompanied by short-term fluctuations, and attention should be paid to the subsequent performance realization ability of AI business [0]; intensified market competition may affect profit margins [0]

Teamsun Technology has become a market hot stock relying on AI computing power layout, Huawei ecosystem cooperation, policy dividends, and business expansion. Investors should focus on the company’s AI business progress, performance sustainability, and industry policy changes to comprehensively evaluate its investment value (this report does not constitute any investment advice).