消息面上，根据公开数据显示，2024年我国新能源工程机械销售额为18亿美元。中商产业研究院分析师 预测，2025年我国新能源工程机械销售额有望达到32亿美元，2030年这一数字将达到158亿美元，新能 源机械正成为驱动行业增长的最强劲引擎。中国工程机械工业协会副会长李建友此前表示，工程机械行 业可以强化技术开放共享，建立三电等关键性技术联合攻关体，通过全产业链协同，让中国工程机械在 全球绿色浪潮中占据制高点。 值得关注的是，恒指公司将于8月22日发布上半年检讨结果，相关变动将于9月8日生效。届时沪深交易 所会相应调整港股通可投资标的范围。据华泰证券、申万宏源等券商预计，博雷顿等股9月或将被纳入 港股通范围。据灼识咨询资料，于2024年，博雷顿于中国所有新能源宽体自卸车及装载机制造商中分别 排名第三及第七，按出货量计算，市场份额分别为18.3%及3.8%，为该两类新能源工程机械头部制造商 中唯一的纯新能源工程机械制造商。 博雷顿(01333)再涨超5%，截至发稿，涨5.54%，报31.62港元，成交额1246.46万港元。 ...

Core Viewpoint - Yutong Heavy Industry is launching a new brand strategy focused on "new energy, efficiency, and intelligence" with the introduction of seven new energy operation equipment models across three categories: sanitation, mining trucks, and heavy machinery [1] Company Summary - Yutong Heavy Industry's pure electric mining truck series holds a leading market share in the domestic segment and is a significant growth driver, with exports to countries like Thailand, Chile, and Indonesia [2] - The company has a history of innovation in the operation equipment sector, having introduced the first new energy sanitation product in 2014, the first pure electric mining truck in 2018, and the first direct-drive rotary drilling rig in 2020 [2] - Yutong Heavy Industry aims to leverage its integrated electric vehicle platform and intelligent cloud service platform to drive the transition towards greener, more efficient, and intelligent operation methods [2][3] Industry Summary - The construction machinery and specialized operation equipment sector is undergoing a "green, low-carbon, and intelligent" revolution, driven by strong policy support for new energy equipment [2] - Data from the China Construction Machinery Industry Association indicates significant growth in new energy sanitation vehicles, with sales increasing by 74.6% to 4,837 units, electric mining trucks up by 178.9% to 848 units, and electric loaders rising by 207.7% to 10,904 units in the first five months of the year [2] - Industry experts highlight challenges in the supply chain, including high costs associated with the "three electrics" (battery, motor, and electronic control), and the mismatch between battery lifespan and machinery design lifespan [3]