China Wuyi (000797) Limit-Up Analysis: Dual Drivers from Policy Tailwinds and State-Owned Asset Concept

This analysis is based on Tushare’s limit-up pool data[0]. China Wuyi (000797) hit the limit-up on November 17, 2025, with its stock price rising 9.93% to 4.43 yuan. Core drivers include favorable real estate policies, speculation on the Fujian state-owned asset reform concept, business diversification layout, and capital inflows. Main funds net bought 35.3838 million yuan on the day[1], and funds under Southern Fund are among the top ten tradable shareholders[2].

The real estate sector strengthened overall driven by policy tailwinds[0]. As a Fujian state-owned real estate enterprise, China Wuyi benefited significantly. Meanwhile, Fujian local stocks have been repeatedly active recently[6], and the state-owned asset reform concept has become a market hotspot.

The company’s business covers international engineering contracting (Belt and Road layout), cross-border e-commerce, and prefabricated buildings[0]. The diversified layout enhances market attractiveness.

The stock price started from a low level, and the low-price feature attracted capital attention[0]. The net inflow of main funds indicates market confidence[1], and fund holdings further strengthen the liquidity of the stock[2].

• The dual resonance of policy and concept is the core logic behind this limit-up;
• Low valuation and capital inflow form a positive cycle;
• Business diversification provides support for long-term development, but short-term gains may be affected by concept speculation.

• Fluctuation risk in the real estate industry;
• The ebb of concept speculation may lead to a stock price correction;

• Subsequent policy implementation may further boost valuation;
• Potential for international business expansion.

China Wuyi’s limit-up is the result of the combined effect of multiple factors such as policy, concept, and capital. Investors should pay attention to subsequent policy trends and company business progress, and view short-term fluctuations rationally.