Join-Cheer Software (002279.SZ) Hot Stock Driver Factors and Market Analysis Report

This analysis is based on the event provided by tushare_hot_stocks. Join-Cheer Software (002279.SZ) made it to the hot list on November 22, 2025. The core of the event is that the company’s stock price hit a 9.96% limit-up to 8.94 yuan on November 21 [0][1], and it entered the Dragon and Tiger List due to a 7% deviation from the rise, with institutional net purchases of 29.4902 million yuan [0][3]. Key driving factors include the popularity of the AI application concept, improved Q3 2025 performance, institutional capital inflows, and favorable digital government policies [0]. The company strengthened against the market when the overall market fell, reflecting strong defensiveness and growth potential [0].

Join-Cheer Software (002279.SZ) becoming a hot stock is the result of multiple factors working together:

1. AI Application Concept
   : As an AI application concept stock, it benefited from the market’s pursuit of the AI sector in 2025 [0];
2. Performance Improvement
   : Revenue and net profit grew in Q3 2025 [0];
3. Institutional Capital Support
   : Dragon and Tiger List data shows institutional net purchases of 29.4902 million yuan [3];
4. Policy Favorable
   : Digital government policy support provides a favorable environment for business development [0].
   The company hit a limit-up against the market when the overall market fell [0][5], reflecting the market’s recognition of its value.

• Cross-domain Correlation
  : The combined effect of the AI concept and digital government policies significantly increased the company’s attention [0];
• Deep Implication
  : Sustained institutional capital inflows indicate long-term investors’ confidence in the company’s growth potential [3];
• Systematic Impact
  : The company’s counter-trend performance provides a defensive investment target for the market [0].

• Overall market volatility (e.g., market decline [5]);
• Increased competition in the AI application field.

• Valuation improvement brought by the continued popularity of the AI concept;
• Digital government policy implementation driving business growth;
• Performance improvement opening up valuation space [0].

• High-priority Opportunities
  : Institutional capital inflows, favorable policies;
• Main Risks
  : Overall market volatility.

Join-Cheer Software (002279.SZ) became a hot stock due to the AI concept, performance improvement, institutional support, and favorable policies. Its counter-trend performance highlights its defensiveness and growth potential. Investors should pay attention to subsequent AI business progress, sustained performance improvement, and policy implementation effects [0][2].