Analysis of Rongji Software's Five Consecutive Limit-Up Days: Driven by AI Concept and Deviation from Fundamentals

Rongji Software (002474) recently achieved five consecutive limit-up days, hitting a new high in nearly eight years [1]. The main driving factors include the AI application concept boom triggered by the launch of the public beta version of Alibaba Qianwen APP [5], and the support from favorable policies for the Fujian sector [3]. Although the company’s revenue in the first three quarters of 2025 was 366 million yuan (a year-on-year increase of 0.96%), its net profit attributable to parent company shareholders was a loss of 32.5519 million yuan [1], showing a serious deviation between fundamentals and stock price performance.

The Dragon and Tiger List shows that hot money and institutional funds have poured in in large quantities [1], reflecting overheated market sentiment. The company is actively deploying the “Artificial Intelligence + Industry” strategy, but its performance will still be under pressure in the short term [1].

The main risks are stock price volatility caused by irrational speculation [1], and correction pressure possibly triggered by continuous fundamental losses [1]. Long-term layout in the AI application field may provide opportunities for future development, but attention should be paid to the realization of performance [5].

The rise in Rongji Software’s stock price is mainly driven by concepts rather than supported by fundamentals; investors need to be aware of short-term volatility risks [1][5].