当“中国智造”遇上“中东绿洲”:挚达科技(02650)牵手卡塔尔交通部,新能源龙头按下全球化加速键
ZHIDA TECHZHIDA TECH(HK:02650) 智通财经网·2026-01-17 11:08

Core Viewpoint - The collaboration between Zhidatech and Qatar's Ministry of Transport marks a significant step in the green transportation revolution in the Middle East, showcasing China's upgrade from product output to ecological solution output in the renewable energy sector [1][4]. Group 1: Collaboration Details - Zhidatech signed a memorandum of cooperation with a subsidiary of Qatar's Ministry of Transport, focusing on integrated solar storage and automated charging robots, addressing Qatar's urgent need for green transportation solutions [1][3]. - Qatar aims to establish a comprehensive clean energy and green transportation infrastructure by 2030, moving away from its reliance on traditional energy sources [1][3]. - The local subsidiary of the Ministry of Transport has a large electric vehicle fleet but faces challenges such as low charging efficiency and operational difficulties in extreme heat conditions [1][2]. Group 2: Technological Strengths - Zhidatech has developed a differentiated competitive edge through its core technologies in integrated solar storage and automated charging robots, which are well-suited to the local market's needs [1][2]. - The automated charging robot, named "Ling She," features a flexible arm structure that adapts well to environmental conditions, achieving a gross margin of over 30%, significantly higher than the 20% margin of traditional charging stations [2]. Group 3: Strategic Implementation - The collaboration follows a phased strategy, with the first phase involving the deployment of a solar energy integrated demonstration station and the second phase focusing on the development of automated charging robots [3]. - This approach minimizes market entry risks and allows for continuous product optimization based on local operational data, creating a replicable model for regional cooperation [3]. Group 4: Global Expansion and Market Response - Zhidatech's collaboration in Qatar is a milestone in its Middle East strategy and part of its broader global expansion plan, which includes a significant order from Saudi partners and the establishment of a manufacturing base in Saudi Arabia [3][4]. - Since its listing on the Hong Kong Stock Exchange in October 2025, Zhidatech's market capitalization has surged by over 10 billion HKD within 50 days, reflecting strong investor confidence in its technological barriers and global growth potential [4]. Group 5: Industry Trends - The shift from hardware-based exports to comprehensive system solutions, integrating hardware, software, algorithms, and energy management, is becoming a new trend for Chinese companies like Zhidatech [5]. - The collaboration with Qatar exemplifies the evolving narrative of Chinese green technology going global, enhancing the global influence of Chinese enterprises and contributing to the efficient and intelligent transformation of global green infrastructure [5][6].

ZHIDA TECH-当“中国智造”遇上“中东绿洲”:挚达科技(02650)牵手卡塔尔交通部,新能源龙头按下全球化加速键 - Reportify