Analysis of Jiuzhiyang (300516) Strong Performance: Reasons, Support, and Sustainability Judgment

Jiuzhiyang (300516) is a military electronics enterprise focusing on infrared thermal imaging technology, with main businesses covering R&D, production, and sales of infrared systems. Its products are applied in military and civilian fields [0]. Recently, the stock has performed strongly, mainly benefiting from the military sector becoming a market hotspot: on November 20, 2025, the stock price rose by 15.66% with a trading volume of 27.07 million shares; on November 21, amid the market environment where the Shanghai Composite Index fell by 1.88% [2] and the ChiNext Index fell by over 4% [3], the stock achieved a 20cm daily limit, performing prominently [0].

This stock has formed a sector linkage effect with military concept stocks such as Jianglong Shipbuilding, Tianhai Defense, etc., showing the overall momentum of the military sector [0]. Its business focuses on optical systems and electronic equipment, which aligns with the current market preference of the military sector [0].

: The overall market volatility is high (over 4,900 stocks fell in the entire market [2], and nearly 100 stocks hit the daily limit down [3]), which may affect the short-term performance of this stock.
: The continuous hotspot effect of the military sector may provide upward space for this stock [0].

The strong performance of Jiuzhiyang (300516) mainly stems from the market hotspot of the military sector and its own business attributes. Despite the poor overall market environment, the stock still shows strong sector linkage and anti-fall resilience. Investors should pay attention to the subsequent momentum of the military sector and changes in overall market sentiment.