Analysis of the Limit-Up Event of 3D World (301159) and Industry Trend Insights

This analysis is based on the list of limit-up stocks in the stock market on November 26, 2025 [1]. 3D World (301159) achieved a 20.01% limit-up on that day, with a closing price of 47.26 yuan and a turnover of 184 million yuan [0]. As a GEM registration system enterprise, the company mainly engages in software development, AI applications, and 3D digital solutions [0]. At the industry level, smart grid investment is expected to grow at a CAGR of 9.2% until 2030 [5], and virtual power plant policies saw a key turning point in 2024 [6], which may bring development opportunities for related enterprises.

As a software development enterprise, 3D World (301159) is involved in AI applications and 3D digital fields [0]. Its limit-up performance on November 26, 2025 indicates increased market attention, but public information on direct driving factors is limited [0][1]. From the industry background perspective, global transmission infrastructure investment is expected to reach 573.7 billion US dollars by 2030 [5], and the growing demand for smart grids is driving the application of AI technology in grid optimization, predictive maintenance, etc. [0]. In addition, virtual power plant policies made key progress in 2024 [6], and may continue to advance in 2025, creating new opportunities for grid-related technology enterprises [0].

1. Cross-domain Association
   : There is a potential alignment between 3D World’s AI application capabilities and the technical needs of the smart grid industry, although direct business relevance is not clear [0].
2. Industry Growth Support
   : The continuous growth of smart grid investment (CAGR 9.2%) [5] and the advancement of virtual power plant policies [6] provide a broad market space for software development and AI technology enterprises.
3. Market Sentiment Reflection
   : The limit-up event shows increased market attention to enterprises in the intersection of AI and smart grids, which may indicate sector rotation opportunities [0][1].

• Demand for AI technology applications brought by the growth of smart grid investment [5];
• Digital solution market spawned by the implementation of virtual power plant policies [6];
• Flexibility advantages of GEM registration system enterprises in emerging technology fields [0].

• Lack of direct evidence of deep binding between the company’s business and current industry hotspots [0];
• Limit-up driven by market sentiment may be accompanied by short-term fluctuation risks [0];
• Intensified industry competition and rapid technological iteration [0].

The limit-up event of 3D World (301159) reflects market attention to the intersection of AI and smart grids. Although direct driving factors are not clear, long-term trends at the industry level such as smart grid investment growth and virtual power plant policy advancement are worth attention. Investors should conduct a comprehensive assessment by combining the company’s specific business progress and industry dynamics.