Sunwayland (301159) Strong Limit-Up Analysis: Driven by Both Technological Breakthrough and Policy Dividends

The event occurred at 17:16:16 on November 26, 2025 (UTC+8), when Sunwayland (301159) entered the tushare strong stock pool due to a strong limit-up that day.

Sunwayland (301159) is a GEM-listed enterprise focusing on inspection and testing informatization and data asset management [0]. This strong performance is driven by three core factors:

1. Technological Breakthrough
   : The QRS statistical analysis software released in November 2025 fills the gap in domestic high-end industrial statistical tools, achieves independent controllability, and has entered the government procurement catalogs of multiple provinces and cities [3];
2. Policy Dividends
   : Xinchuang (Information Technology Application Innovation) and AI applications are the main investment themes in the computer industry in 2025, and the company, as a representative of domestic software, directly benefits [4];
3. Market Capital Attention
   : The stock price hit the limit-up to 47.26 yuan that day, with an amplitude of 17.01% and a turnover rate of 15.66%. The Dragon and Tiger List shows that GF Securities Hangzhou Fuchun Road had a net purchase of 94.8976 million yuan [1].
   Financially, the first three quarters’ revenue was 134 million yuan (+5.85% YoY), and the net loss narrowed by 32.49%, with performance gradually improving [0].

• Resonance of Technology and Policy
  : The QRS breakthrough coincided with the period of intensified Xinchuang support, and the dual benefits boosted market expectations [0,3];
• Obvious Capital Signal
  : The large net purchase on the Dragon and Tiger List reflects institutions’ recognition of the technical prospects [1];
• Broad Industry Space
  : The market size of industrial statistical software is expected to reach 8 billion yuan (CAGR 18%), and the company is expected to seize market share [0].

• Opportunities
  : Under accelerated domestic substitution, the product penetration potential is large, and there is broad space for collaborative development of AI and data asset management [0,4];
• Risks
  : Short-term stock price volatility intensifies (17% amplitude that day), and sustained profitability remains to be verified [0].

The strong performance of Sunwayland (301159) is the result of resonance between technological breakthrough, policy support, and capital attention. The company’s technical advantages lay the foundation for long-term development, but short-term volatility and the progress of performance improvement need to be watched.