Analysis of Strong Performance and Sustainability Judgment of Topstrong (300749)

Topstrong (300749) entered the strong stock pool on December 5, 2025 [1]. Combining information disclosed in the investor reception event on September 22, 2025, the potential reasons for its strong performance can be analyzed from the following dimensions [0]:

1. Strategy Response Under Industry Pressure
   : Facing dual pressures from the new housing and existing housing markets due to the economic downturn in the real estate and consumer sectors, the company adopts a “steady progress” strategy, focusing on its core business while actively exploring a second growth curve. This proactive response may boost market confidence.
2. Market Value Management Initiatives
   : The company implements share repurchases and employee stock ownership plans, demonstrating management’s recognition of the company’s value, which helps stabilize the stock price and attract investor attention.
3. Exploration of New Growth Fields
   : The company’s investment team actively researches the artificial intelligence and robotics industries, planning to布局 high-quality assets under risk-controllable conditions to build a second growth curve. This forward-looking layout may become a driver of market sentiment.

In terms of technical and fundamental support, current analysis data does not provide detailed technical indicators (such as moving averages, trading volume, etc.), so technical support needs further verification with subsequent real-time market conditions; on the fundamental side, the company focuses on its core business while expanding into new fields, and share repurchases and employee stock ownership plans form short-term support [0].

1. Growth Expectation Driver
   : The company’s exploration of new fields such as artificial intelligence and robotics provides new growth expectations for the market, which may be the core catalyst for this strong performance.
2. Persistent Industry Pressure
   : Although the company has adopted proactive strategies, the macro pressures in the real estate and consumer sectors have not been eliminated, so continuous attention should be paid to the impact of the industry environment on its core business.
3. Management Confidence Signal
   : Share repurchases and employee stock ownership plans convey management’s confidence in the company’s long-term value, which helps stabilize investor sentiment in the short term.

• Opportunities
  : If the layout in the artificial intelligence and robotics industries makes progress, the company is expected to gain new performance growth points and further enhance market value.
• Risks
  : The continuous downturn of the real estate market will directly affect the demand for its core business (home building materials, etc.); the layout in new fields has uncertainties, so attention should be paid to its implementation effect and input-output ratio.

Topstrong (300749) entered the strong stock pool due to strategy adjustments, market value management measures, and exploration of new growth fields. The company faces industry pressures from the real estate and consumer sectors, but actively responds through share repurchases, employee stock ownership plans, and new industry layouts. The sustainability of its strong performance needs to be monitored based on changes in the industry environment, progress of new field layouts, and subsequent technical trends.