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].

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]