Palm(SZ:002431) Sou Hu Cai Jing·2025-11-03 07:56Core Viewpoint - Palm Holdings experienced a limit-up closing on November 3, with a closing price of 2.76 yuan, driven by several factors including government policy support, strategic project wins, and market speculation on asset injection [1][2]. Group 1: Stock Performance - On November 3, Palm Holdings' stock price increased by 9.96%, with a net inflow of main funds amounting to 86.30 million yuan, representing 31.86% of the total trading volume [2]. - The stock opened at a limit-up price at 9:30 AM and had one instance of opening the limit before closing [1]. Group 2: Influencing Factors - The company's status as a state-owned enterprise in Henan enhances its financing capabilities and business collaboration due to the ongoing Henan state-owned enterprise reform policy [1]. - The company has won over 3 billion yuan in high-standard farmland construction projects, aligning with the ongoing rural revitalization strategy, and is expanding into smart agriculture and cultural tourism [1]. - Market rumors regarding significant asset injections have increased investor confidence, alongside a reduction in losses for the third quarter and a share buyback plan [1]. Group 3: Fund Flow Analysis - In the fund flow data for November 3, main funds saw a net inflow of 86.30 million yuan, while retail investors experienced a net outflow of 40.61 million yuan, indicating a strong institutional interest [2]. - The stock is categorized under the themes of Henan state-owned enterprise reform, football, and smart governance, with the Henan state-owned enterprise reform concept rising by 2.66% on the same day [2].