Core Viewpoint - Boreton (01333) has seen a significant increase of over 5%, currently trading at HKD 31.62 with a transaction volume of HKD 12.46 million. The growth in the company's stock is linked to the rising sales of new energy construction machinery in China, projected to reach USD 1.8 billion in 2024 and USD 3.2 billion in 2025, with a long-term forecast of USD 15.8 billion by 2030 [1]. Industry Summary - The new energy construction machinery sector is becoming a key driver of growth within the industry, with significant sales increases anticipated in the coming years [1]. - The China Construction Machinery Industry Association emphasizes the importance of technological collaboration and open sharing to enhance the industry's global competitiveness in the context of the green transition [1]. Company Summary - Boreton ranks third and seventh among all new energy wide-body dump truck and loader manufacturers in China, respectively, based on shipment volume, holding market shares of 18.3% and 3.8% [1]. - Boreton is noted as the only pure new energy construction machinery manufacturer among the leading companies in these categories [1]. - The Hang Seng Index Company is set to release its mid-year review results on August 22, with potential adjustments to the Hong Kong Stock Connect investment scope expected to take effect on September 8, which may include Boreton among the eligible stocks [1].
博雷顿涨超8% 公司或受益新能源机械发展东风 机构料其有望9月入通