Shengying Co., Ltd. (002752) Limit-up Analysis: Hydrogen Energy Industry Chain Layout and Opportunities from Sichuan Province's New Energy Plan

This analysis is based on the tushare_strong_pool event (Shengying Co., Ltd. entering the strong stock pool) and Sichuan Province’s New Energy Industry Chain Plan [3]. Shengying Co., Ltd. (002752) hit the limit-up on November 25, 2025, with an increase of 10.08% and a closing price of 6.88 yuan, and the trading volume reached 29.39 million shares [1][2]. The core driving factors include the company’s layout in hydrogen energy storage and transportation equipment and policy support from Sichuan Province’s New Energy Plan [0][3].

Shengying Co., Ltd.'s stock rose rapidly after opening, from about 6.41 yuan to the limit-up price of 6.88 yuan, and remained sealed until the close [2]. The trading volume reached 29.39 million shares, indicating active market trading [1].

The company mainly engages in metal packaging containers and also lays out hydrogen energy storage and transportation equipment (such as 70MPa hydrogen storage tanks) [0]. Sichuan Province’s New Energy Plan clearly lists the hydrogen energy industry chain as a key focus, supporting the R&D of hydrogen storage tanks and other equipment, which highly aligns with the company’s business direction [3].

1. Policy expectation-driven limit-up
   : Investors’ expectations that the company’s hydrogen energy business will benefit from Sichuan Province’s new energy policy are the core logic behind this limit-up [0][3].
2. Business transformation opportunity
   : The company’s extension from traditional packaging to hydrogen energy storage and transportation conforms to the industry upgrading trend [0].

• Hydrogen energy industry chain dividends
  : Sichuan Province’s plan drives demand for hydrogen energy storage and transportation equipment, and the company’s related layout is expected to receive policy subsidies and market orders [3].
• Industry growth space
  : The expansion of the new energy industry drives demand for packaging and energy storage equipment [0].

• Short-term fluctuation risk
  : Profit-taking may occur after the limit-up; follow-up trading day trends need to be watched [1][2].
• Policy implementation uncertainty
  : The achievement of plan goals depends on execution intensity, such as the progress of hydrogen refueling station construction [3].

Shengying Co., Ltd.'s limit-up reflects the market’s positive expectations for its hydrogen energy business and policy dividends. Investors should combine the company’s fundamentals and policy progress to make rational decisions and avoid blind chasing of high prices [0].