Shengtong Energy: Undervalued Core Explosion-Proof Robot Platform, Market Cap Has Doubling Space in Medium-Long Term

English summary

### Shengtong Energy: Undervalued Core Explosion-Proof Robot Platform, Market Cap Has Doubling Space in Medium-Long Term

Time: 2026-07-30 13:24:35

Content: Core investment logic ———————————

1. Globally scarce technical barriers, absolute monopoly in explosion-proof track: Controlling shareholder Qiteng Robot is a national-level specialized and sophisticated "Little Giant" enterprise, and the world's only leader to achieve mass production and commercial use of the highest-level Ex d IIC T6 explosion-proof quadruped inspection robots. After more than ten years of deep cultivation in chemical explosion-proof inspection, it has self-developed composite explosion-proof structures, SLAM navigation in hazardous chemical scenarios, gas detection, and cloud inspection core technologies, with rich patent reserves, and the explosion-proof qualification certification cycle lasts several years, making it difficult for new competitors to replicate in the short term. The company's explosion-proof wheeled robots have a domestic market share of over 90% in oil and gas chemical stations, deeply bound to the three major oil companies, Wanhua Chemical and BASF, while entering Saudi Aramco's overseas supply chain. Compared to Yijiahe, which only has mid-level explosion-proof capability and no quadruped explosion-proof mass production capacity, Qiteng has formed a technological generation gap in high-risk explosion-proof scenarios, making it a scarce hard-tech asset for industrial intelligent upgrade. 2. ...