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从8.55%涨幅看博雷顿:量价齐飞背后或透露完美“三部曲”
Zhi Tong Cai Jing· 2025-08-11 23:39
Core Viewpoint - The recent stock price surge of Boreton (01333) is attributed to strategic positioning around the H-share full circulation policy, which has injected strong momentum into the company's stock price [1][3][14]. Company Performance - Boreton's stock price increased by approximately 8.55% to HKD 29.96, with a trading volume of about 686,000 shares and a turnover of approximately HKD 20.07 million as of August 11 [1]. - The company has experienced a compound annual growth rate (CAGR) of 32.8% in revenue from 2022 to 2024, with revenues of RMB 360.1 million, RMB 464.7 million, and RMB 635.5 million for the respective years [11][13]. - The electric wide-body dump truck has become the primary revenue source, contributing 57.4% of total revenue in 2024, with revenues of RMB 3.65 million [12]. Market Position - Boreton ranks third among all new energy wide-body dump truck manufacturers and seventh among electric loader manufacturers in China, with market shares of 18.3% and 3.8% respectively [11][14]. - The company is the only pure new energy engineering machinery manufacturer among the leading players in these categories [11]. Financial Metrics - The gross profit margin for electric wide-body dump trucks has shown stability, with rates of 13.8%, 12.4%, and 13.5% over the past three years [12]. - However, Boreton's cost control is less effective compared to industry leaders, with an expense ratio of 39.5% projected for 2024, significantly higher than the industry benchmark of around 15% [14]. Trading Strategy - The trading pattern observed for Boreton follows a "buying - raising - distributing" strategy, with a significant increase in trading volume and price movement indicating strategic accumulation by institutional investors [4][8][10]. - The stock's trading volume on August 11 reached 686,000 shares, nearly 13 times the average volume from August 4 to August 8, confirming the effectiveness of the "volume-price" strategy [8][10].
从8.55%涨幅看博雷顿(01333):量价齐飞背后或透露完美“三部曲”
智通财经网· 2025-08-11 23:22
Core Viewpoint - The recent stock price surge of Boreton (01333) is attributed to strategic positioning around the H-share full circulation policy, which has injected strong momentum into the company's stock price [1][3][14] Group 1: Stock Performance - As of August 11, Boreton's stock price increased by approximately 8.55%, closing at HKD 29.96, with a trading volume of about 686,000 shares and a turnover of approximately HKD 20.07 million [1] - From August 4 to August 8, the stock experienced a price increase of 2.22%, with a significant volume ratio of 8.2:1 between buying and selling, indicating strong accumulation before the price rise [4][5] - On August 11, the trading volume surged to 686,000 shares, nearly 13 times the average daily volume from the previous week, confirming the strategy of "low volume accumulation followed by high volume increase" [8][10] Group 2: Market Strategy - The trading strategy observed for Boreton follows a "concealment-raise-distribution" pattern, with a notable concentration of buying activity and a low turnover rate of 0.15%, indicating high control over the stock [4][10] - The top five buying institutions during this period included Citibank, BNP Paribas, and others, with slight increases in their shareholding percentages, reflecting institutional interest [6][7] Group 3: Company Overview - Boreton, established in November 2016, specializes in electric engineering machinery, focusing on electric loaders and dump trucks, and has achieved significant market rankings in China [11] - The company reported a compound annual growth rate of 32.8% in revenue from 2022 to 2024, with revenues of RMB 360.1 million, RMB 464.7 million, and RMB 635.5 million for the respective years [11][13] - Electric dump trucks have become the primary revenue source, contributing 57.4% of total revenue by 2024, showcasing the company's strong market position [12] Group 4: Financial Performance - Boreton's gross profit margin has shown improvement, with the electric dump truck segment maintaining a gross margin of around 13.5% in 2024 [12] - However, the company faces challenges in cost control, with an overall expense ratio reaching 39.5% in 2024, significantly higher than industry benchmarks [13]
博雷顿计划回购公司H股
Zhi Tong Cai Jing· 2025-08-11 14:34
Core Viewpoint - The company intends to exercise the share buyback authority granted by shareholders at the 2024 annual general meeting, demonstrating confidence in its business outlook and aiming to protect shareholder interests and company value [1] Summary by Relevant Sections - **Share Buyback Announcement** - The board of directors announced the intention to repurchase H shares in the open market on the Hong Kong Stock Exchange based on market conditions and the buyback authorization [1] - **Funding Source** - The funds for the buyback will come from the company's own resources and will not involve the net proceeds from the global offering [1] - **Rationale for Buyback** - The board believes that the share repurchase reflects confidence in the company's future business development and aligns with the overall interests of shareholders, helping to maintain the company's value and shareholder rights [1]
博雷顿(01333)计划回购公司H股
智通财经网· 2025-08-11 14:29
董事会相信,股份回购将彰显本公司对业务发展前景的信心,既符合股东整体利益,并有助维护本公司 的价值及股东的权益。 智通财经APP讯,博雷顿(01333)发布公告,董事会现谨此宣布拟行使股东于本公司2024年年度股东会上 授予董事会的购回一般授权项下的权力。董事会决定,自本公告日起至购回一般授权届满期间,本公司 将根据市场情况及购回一般授权,不定期于联交所公开市场购回本公司的H股股份。回购资金来源于本 公司自有资金,不涉及本公司的全球发售所得款项净额。 ...
博雷顿(01333.HK)计划回购公司H股
Ge Long Hui· 2025-08-11 14:22
格隆汇8月11日丨博雷顿(01333.HK)公告,董事会现谨此宣布拟行使股东于公司2024年年度股东会上授 予董事会的购回一般授权项下权力。董事会决定,自本公告日起至购回一般授权届满期间,公司将根据 市场情况及购回一般授权,不定期于联交所公开市场购回公司H股股份。回购资金来源于公司自有资 金,不涉及公司全球发售所得款项净额。 公司将严格遵守公司公司章程、《香港联合交易所有限公司证券上市规则》、《公司收购、合并及股份 回购守则》及《中华人民共和国公司法》,以及公司须遵守的所有适用法律及法规进行回购H股股份。 董事会相信,股份回购将彰显公司对业务发展前景信心,既符合股东整体利益,并有助维护公司的价值 及股东的权益。 ...
博雷顿(01333) - 自愿公告计划回购本公司之H股
2025-08-11 14:13
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Breton Technology Co., Ltd. 博雷頓科技股份公司 (於中華人民共和國成立的股份有限公司) (股份代號:1333) 自願公告 計劃回購本公司之H股 本公告由博雷頓科技股份公司(「本公司」)自願作出。 於2025年6月26日舉行之本公司2024年年度股東會上,本公司的股東(「股東」)已 考慮及批准授予本公司董事會(「董事會」)一項有條件一般授權,以於香港聯合交 易所有限公司(「聯交所」)回購不超過於股東批准購回一般授權當日(即2025年6 月26日)已發行H股總數(不包括任何庫存股份)10%的股份,即24,124,153股H股 (「購回一般授權」)。 董事會現謹此宣佈擬行使股東於本公司2024年年度股東會上授予董事會的購回一 般授權項下之權力。董事會決定,自本公告日起至購回一般授權屆滿期間,本公 司將根據市場情況及購回一般授權,不定期於聯交所公開市場購回本公司之H股 股份。回購資金 ...
港股异动 博雷顿(01333)涨超8% H股全流通备案申请获受理 机构预计其9月有望入通
Jin Rong Jie· 2025-08-11 08:06
Group 1 - Boreton (01333) shares increased by over 8%, reaching a price of 29.88 HKD with a trading volume of 16.298 million HKD [1] - The company announced that on August 8, 2025, it learned that the China Securities Regulatory Commission (CSRC) accepted its application for H-share full circulation, submitted by several shareholders [1] - Upon obtaining all necessary approvals, including those from the CSRC and the Stock Exchange, certain non-listed shares will be converted into H-shares and listed for trading on the main board of the Stock Exchange [1] Group 2 - The Hang Seng Index Company will release its mid-year review results on August 22, with changes effective from September 8 [1] - As per Huatai Securities, Boreton and other stocks may be included in the Hong Kong Stock Connect scope in September [1] - Boreton is a provider of electric engineering machinery, ranking third and seventh in 2024 among all new energy wide-body dump truck and loader manufacturers, with market shares of 18.3% and 3.8% respectively [1]
港股异动 | 博雷顿(01333)涨超8% H股全流通备案申请获受理 机构预计其9月有望入通
智通财经网· 2025-08-11 07:10
Group 1 - The core point of the article is that Boleton (01333) has seen a significant stock price increase of over 8%, currently trading at 29.88 HKD with a transaction volume of 16.298 million HKD [1] - Boleton has submitted a filing to the China Securities Regulatory Commission (CSRC) regarding the implementation of full circulation of H-shares, which will convert non-listed shares into H-shares upon receiving all necessary approvals [1] - The company is recognized as a leading provider of electric engineering machinery, ranking third and seventh in market share for all new energy wide-body dump trucks and loaders, with respective market shares of 18.3% and 3.8% [1] Group 2 - The Hang Seng Index Company is set to release its mid-year review results on August 22, with changes effective from September 8, which may include Boleton in the Hong Kong Stock Connect investment scope [1] - Boleton is noted as the only pure new energy engineering machinery manufacturer among the top manufacturers in the new energy sector [1]
证监会受理博雷顿H股全流通备案申请
Jin Rong Jie· 2025-08-10 13:09
Core Viewpoint - The company, Boleton (1333.HK), has submitted a filing to the China Securities Regulatory Commission (CSRC) regarding the proposed implementation of full circulation of H-shares, which has been accepted for review [1] Group 1 - The company received notification on August 8 that the CSRC has accepted its application for the proposed implementation of H-share full circulation [1] - Upon obtaining all necessary approvals, including those from the CSRC and the Hong Kong Stock Exchange, certain non-listed shares of the company will be converted into H-shares [1] - The converted H-shares will be listed and traded on the main board of the Hong Kong Stock Exchange [1]
博雷顿:中国证监会受理公司H股全流通备案申请
Zhi Tong Cai Jing· 2025-08-10 11:02
博雷顿(01333)发布公告,于2025年8月8日,公司获悉中国证监会已受理公司代表公司若干股东向中国 证监会递交的关于建议实施H股全流通的备案申请。在取得所有相关批准(包括中国证监会备案及联交 所的批准等)并符合所有适用的法律、法规及规章后,公司若干非上市股份将转换为公司的H股,并在 联交所主板上市及买卖。 ...