Analysis of the Strong Performance of Shengtong Energy (001331)

Shengtong Energy (001331) recently entered the strong stock pool mainly due to the controlling shareholder change announcement on December 11, 2025 [2][3][4][5]. After resuming trading on December 12, the company’s stock hit daily limits for three consecutive trading days, reaching a closing price of 17.85 yuan on December 16 with a cumulative increase of over 21% [6][7].

From a technical perspective, the stock showed strong trading volume and order sealing funds after resuming trading. On December 16, the order sealing volume reached 34.9589 million shares with 624 million yuan in sealing funds, indicating strong bullish sentiment in the market [6][7].

Fundamentally, the company’s current businesses are LNG and logistics, but it has reported losses in 2 out of the 3 years since listing, with poor fundamental performance [5]. The new controlling shareholder, Qiteng Robot, mainly engages in robot-related businesses, which are quite different from the company’s existing businesses, leading to uncertainty about the direction and effect of future business transformation.

1. Market sentiment has reacted strongly to the controlling shareholder change event, with expectations of business transformation or asset restructuring, which is the core driver of the stock’s strong performance.
2. The large order sealing on the technical side has strengthened bullish sentiment, but the stock price has deviated from fundamental support, posing a risk of overvaluation.
3. Uncertainty about business transformation is a major concern; attention should be paid to the new controlling shareholder’s subsequent strategic planning and implementation.

• Risks
  : Historical fundamental losses [5], business transformation uncertainty, overvaluation risk, transaction detail risks of control change.
• Opportunities
  : If the new controlling shareholder can successfully promote business transformation, the company may usher in new development opportunities.

Shengtong Energy’s recent strong performance is mainly driven by the controlling shareholder change event, with the market expecting business transformation or asset restructuring. Technical indicators show strong bullish sentiment, but the company has a history of fundamental losses and uncertain business transformation effects. Investors should pay attention to the progress of control change, business transformation plans, and changes in valuation levels.

Support level: 16.23 yuan (closing price on December 12, 2025, after resuming trading)
Resistance level: The current price is close to the historical high after resumption; attention should be paid to whether trading volume can continue to expand