Analysis of the Strong Performance of Xinjin Road (000510)

Xinjin Road (000510) recently entered the Tushare strong stock pool, with core driving factors including three major catalysts: first, mastering the localization technology of 4N8-grade high-purity quartz sand—its product passed downstream customer verification and is in short supply [2]; second, its subsidiary Limu Mining obtained the safety facility design review opinion for the mining reconstruction project, laying the foundation for resumption [3]; third, superimposed on the strong chemical sector and tin price surge expectation (Limu Mine is a tin mine), forming sector-concept resonance [3][4]. Technically, the stock gained 4涨停 boards within 8 days; today it touched the涨停 then opened, closing with high volatility [1]; the transaction amount was 257 million yuan, turnover rate 4.31%, basically matching recent averages, indicating strong capital undertaking [1].

Market attention to Xinjin Road focuses on short-term event-driven factors rather than long-term fundamentals. Social media discussions have heated up, boosting short-term capital attention [2], but note that news like high-purity quartz sand technology breakthrough has not been confirmed by official company announcements [2], leading to information uncertainty. Additionally, the chemical sector’s strength and tin price expectations provide extra support [3][4], but consecutive涨停 boards have accumulated profit-taking pressure, so short-term correction risk cannot be ignored [3].

• Risks
  : The company’s net profit attributable to parent has been negative for two consecutive years and the first three quarters of 2025, facing fundamental pressure [5]; some positive news lacks official confirmation, carrying information verification risk [2]; short-term correction risk exists after consecutive gains [3].
• Opportunities
  : If the high-purity quartz sand business is implemented or Limu Mine resumes production smoothly, it may bring performance growth points [2][3]; the stock may still attract short-term capital if the chemical sector remains strong.

This report only provides market information and analysis, not investment advice. Investment decisions should consider personal risk tolerance and comprehensive market research.