Jialong Co., Ltd. (002495) In-depth Analysis of the Limit-Up Event on November 27, 2025: Fundamentals, Sector Linkage, and Market Sentiment

On November 27, 2025, Jialong Co., Ltd. (002495) hit the limit-up on the Shenzhen Stock Exchange, with an increase of 10.07% and a closing price of 3.06 yuan, and a market value of approximately 2.1 billion yuan [1][2]. The closing order capital on that day reached 185.4 million yuan, indicating high market attention [2].

1. Fundamental Improvement
   : Jialong Co., Ltd.'s net profit increased by 19.04% in the first quarter of 2025, and net profit increased by 15.28% in the first half of the year. The number of shareholders decreased from 43,522 to 40,332, and the shareholding concentration increased [1].
2. Sector Rotation Effect
   : The food and beverage sector was active on that day, with a total of 63 stocks hitting the limit-up, and the capital flow in the sector was positive [3][4].
3. Concept Superposition
   : The company’s main businesses are condiments and pre-made dishes, and it also overlaps with the venture capital concept, enhancing market attractiveness [1][6].

• Trading Activity
  : The turnover rate was 4.92%, with an average volume per transaction of 4,308 shares, an increase of 179.74% month-on-month, and investor participation increased significantly [2][5].
• Capital Aspect
  : The scale of closing order capital is large, reflecting strong short-term buying power [2].

In the short term, the company benefits from sector hotspots and concept speculation, but long-term performance needs to be combined with the continuous improvement of fundamentals [1][2].