China Stock of the Day | Kabutaro & Friends

Sinovatio Technology <002912>, a Shenzhen-based information security company specializing in AI security and network content security systems, was the Chinese stock most talked about online on September 15, 2026.
Background: The stock opened locked at the daily limit on September 15 and closed at 28.45 yuan (+10.02%), marking its fourth consecutive daily limit-up and pushing its market capitalization to about 4.9 billion yuan. The rally came after reports that Nvidia, Palantir and Booz Allen Hamilton had asked OpenAI and Anthropic to scale back or halt use of their most advanced AI models, which fueled AI-safety concerns and sent the broader network-security concept sector sharply higher, with several stocks hitting their daily limit. The company runs an AI-governance business for enterprise clients built around its "AI WorkForce" platform, though that business accounted for less than 2% of its first-half 2026 revenue.