Furi Co., Ltd. (002083) Limit-Up Reasons and Market Analysis

Furi Co., Ltd. (002083), a garment manufacturing enterprise in the consumer cyclical industry, closed at the limit-up price of 10.24 yuan on December 5, 2025, with an increase of 9.99%. The cumulative increases in the past 1 month and 3 months were 72.68% and 109.41% respectively [0]. The limit-up was mainly driven by two catalysts: first, the company issued an announcement on the same day that the controlling shareholder and its concerted actors increased their shareholdings, conveying recognition of the company’s value [1]; second, the price of VC (Vinylene Carbonate), a core additive for lithium battery electrolytes produced by its subsidiary Furi New Energy, has risen sharply recently, and the market expects this business to significantly boost the company’s profits [2].

In terms of price and trading volume, the trading volume on that day was 910,600 lots, basically the same as the average trading volume (904,000 lots), and the capital participation was stable during the limit-up process. Recent trends show that the stock price is in a strong upward trend; the highest price of 10.74 yuan on November 27 is the short-term resistance level, and the closing price of 9.31 yuan on December 4 is the short-term support level [0].

Dragon and Tiger List data shows that hot money such as Lhasa business departments actively participated in trading, and retail investors were highly sentiment, but institutions showed a net outflow status [1], reflecting the long-short divergence in the market for this stock: hot money and retail investors mainly focus on the positive expectations of the new energy business, while institutions may be cautious about the current valuation. On the investor interaction platform, the market paid high attention to the impact of VC price increases on the company’s performance, indicating that the new energy business has become the main market focus of this stock [1].

: The company has issued multiple announcements on abnormal stock price fluctuations, prompting the possibility of irrational speculation in the market [1]; VC prices are greatly affected by market supply and demand, and if prices fall in the future, it will directly affect the profitability of the company’s new energy business; institutions have had a large net outflow recently, so investors need to be alert to stock price corrections caused by capital withdrawal.

: The skyrocketing VC price brings profit growth opportunities for the company’s new energy business, and the controlling shareholder’s share increase also sends a positive signal to the market.

Furi Co., Ltd.'s limit-up was driven by two factors: the controlling shareholder’s share increase and the skyrocketing VC price. The stock price has performed strongly recently, but there are divergences in market sentiment. Investors need to pay attention to institutional capital flows and VC price trends. Investors should rationally view stock price fluctuations based on their own risk tolerance.

[0] Jinling Analysis Database
[1] Furi Co., Ltd. Market Trend - Securities Times
[2] Furi Co., Ltd. Investor Interaction Platform