Analysis of Strong Performance of 300785 (Zhidemai): Driving Factors and Sustainability Assessment

Beijing Zhidemai Technology Co., Ltd. (300785) is an internet company focusing on consumer decision-making and shopping guide services, with its core product being the “What Worth Buying” platform [0]. Its recent strong performance is mainly driven by multiple factors:

1. Boom in AI Application Concepts
   : Benefiting from the commercialization of AI applications (e.g., launch of Alibaba’s Qianwen APP), driving the overall surge of the AI application sector [0][4];
2. Double 11 E-commerce Catalysis
   : During the 2025 Double 11 period, the total online GMV of beauty products reached 132.5 billion yuan, boosting the activity of the e-commerce sector [0];
3. Sector Rotation Effect
   : Market funds are flowing from traditional sectors such as lithium batteries to emerging sectors like AI applications and internet e-commerce [5][6];
4. Policy Support
   : The 15th Five-Year Plan clarifies the main line of independent and controllable technology, and AI+ applications have been included in the national development plan [0].

• Cross-domain Integration
  : As an e-commerce content platform, Zhidemai benefits from both AI technology empowerment and e-commerce industry recovery, forming double positive factors [0];
• Policy and Market Resonance
  : The national-level AI development plan resonates with market funds’ preference for the technology sector, driving up stock prices [0][4];
• Structural Opportunities
  : Against the backdrop of overall market adjustment (over 4000 stocks fell [5]), AI application themes remain active, indicating the market’s recognition of the technology main line [6].

• Risk Points
  : Overall market volatility risk (adjustment of three major indices [4]), sector rotation reversal risk, intensified competition in the AI application field;
• Opportunity Window
  : In-depth application of AI technology in consumer decision-making scenarios, traffic dividends from sustained e-commerce growth, long-term development of the technology sector under policy support;
• Priority Assessment
  : In the short term, pay attention to market sentiment changes and sector rotation rhythm; in the long term, track the company’s AI technology implementation effects and e-commerce business growth [0].

The recent strong performance of Zhidemai (300785) is the result of combined effects of AI application concepts, e-commerce promotions, sector rotation, and policy support. As a representative enterprise in the AI+e-commerce intersection field, it has performed prominently in market structural opportunities. Investors should conduct objective assessments and decisions based on the company’s fundamental changes, industry trends, and overall market environment [0][4][6].