博雷顿(01333)发布公告，于2026年1月9日，公司间接附属公司银河能源作为发包人与承包人武黄公司 订立了一份迪兹瓦智能微电网(光储)项目建筑安装施工总承包合同。据此，武黄公司将接受委托负责本 项目的建筑安装施工工作，该合同的签约合同总价为1493.9万美元。 本项目为公司在刚果(金)投资建设的首个大规模智能微电网标杆项目，根据公司日期为2025年11月24日 的完成根据一般授权配售新H股公告，其中"配售的理由及配售所得款项用途"一节披露，约70%的配售 资金(约1.68亿港元)将用于投资开发集团海外光伏及储能项目，以推动公司"光储+运输"一体化战略的实 施。本项目正是该资金用途与战略方向的具体落实，旨在提升集团在新能源矿山领域的整体解决方案能 力，其成功实施对公司拓展海外新能源市场和优化业务布局具有重要的策略意义。集团与中国十五冶金 建设集团有限公司(武黄公司的全资股东)已建立战略合作关系，并以联合体形式成功中标本项目。武黄 公司在当地矿山建设及光伏项目领域拥有丰富经验与良好声誉，委托其负责施工有利于保障本项目顺利 实施，符合集团的业务发展战略。 ...

本项目为公司在刚果(金)投资建设的首个大规模智能微电网标杆项目，根据公司日期为2025年11月24日 的完成根据一般授权配售新H股公告，其中"配售的理由及配售所得款项用途"一节披露，约70%的配售 资金(约1.68亿港元)将用于投资开发集团海外光伏及储能项目，以推动公司"光储+运输"一体化战略的实 施。本项目正是该资金用途与战略方向的具体落实，旨在提升集团在新能源矿山领域的整体解决方案能 力，其成功实施对公司拓展海外新能源市场和优化业务布局具有重要的策略意义。集团与中国十五冶金 建设集团有限公司(武黄公司的全资股东)已建立战略合作关系，并以联合体形式成功中标本项目。武黄 公司在当地矿山建设及光伏项目领域拥有丰富经验与良好声誉，委托其负责施工有利于保障本项目顺利 实施，符合集团的业务发展战略。 智通财经APP讯，博雷顿(01333)发布公告，于2026年1月9日，公司间接附属公司银河能源作为发包人与 承包人武黄公司订立了一份迪兹瓦智能微电网(光储)项目建筑安装施工总承包合同。据此，武黄公司将 接受委托负责本项目的建筑安装施工工作，该合同的签约合同总价为1493.9万美元。 ...

格隆汇1月9日丨博雷顿(01333.HK)公告，于2026年1月9日，公司间接附属公司银河能源作为发包人与承 包人武黄公司订立了一份迪兹瓦智能微电网(光储)项目建筑安装施工总承包合同。据此，武黄公司将接 受委托负责本项目建筑安装施工工作，该合同的签约合同总价为14,938,662.06美元。 本项目为公司在刚果(金)投资建设的首个大规模智能微电网标杆项目，根据公司日期为2025年11月24日 的完成根据一般授权配售新H股公告，其中"配售的理由及配售所得款项用途"一节披露，约70%的配售 资金(约168百万港元)将用于投资开发集团海外光伏及储能项目，以推动公司"光储＋运输"一体化战略的 实施。 本项目正是该资金用途与战略方向的具体落实，旨在提升本集团在新能源矿山领域的整体解决方案能 力，其成功实施对公司拓展海外新能源市场和优化业务布局具有重要的策略意义。集团与中国十五冶金 建设集团有限公司(武黄公司全资股东)已建立战略合作关系，并以联合体形式成功中标本项目。武黄公 司在当地矿山建设及光伏项目领域拥有丰富经验与良好声誉，委托其负责施工有利于保障本项目顺利实 施，符合集团的业务发展战略。 ...

Core Viewpoint - Boreton (01333.HK) has entered into a placement agreement to issue up to 10 million new H-shares at a price of HKD 25.08 per share, representing a discount of approximately 14.98% from the closing price on November 14, 2023 [1] Group 1: Placement Details - The placement agreement is with Cathay Securities International and TradeGo Markets, aiming to attract at least six subscribers [1] - The maximum 10 million shares represent approximately 4.15% of the total issued H-shares and about 2.63% of the total issued shares as of the announcement date [1] Group 2: Financial Projections - The total gross proceeds from the placement are expected to be approximately HKD 250.8 million, with net proceeds estimated at around HKD 240 million [1] - The net proceeds will be allocated as follows: approximately 70% for investment and development of overseas photovoltaic and energy storage projects, 15% for repaying interest-bearing loans, and the remaining 15% for the research, commercialization, and demonstration application of a multimodal large model-driven autonomous mining truck collaborative scheduling system [1]

Core Viewpoint - The 2025 DEMO WORLD held in Shanghai highlighted the increasing globalization of Chinese enterprises, showcasing their strategies and experiences in expanding into international markets [2][4]. Group 1: Event Overview - The event gathered over 30 multinational companies, 50+ CVC institutions, and 112 technology enterprises, emphasizing the collaborative efforts in global market expansion [2]. - The "2025 China Enterprises Globalization New Forces 100" list was released, featuring companies that have rapidly initiated overseas operations [2][27]. Group 2: Trends in Globalization - Chinese enterprises are increasingly adopting regional layouts, localized operations, and digital empowerment as new trends in their globalization efforts [4][6]. - The importance of building local trust and outputting core capabilities is emphasized, moving beyond simple "going out" strategies [6][8]. Group 3: Challenges and Opportunities - The uncertainty in tariffs and trade policies presents challenges, but China's economy shows resilience and adaptability, with a focus on technology-driven growth [8][9]. - The energy sector faces a significant transformation, with companies needing to adapt to local markets and policies to succeed in overseas ventures [12]. Group 4: Insights from Industry Leaders - Leaders from various sectors shared insights on the importance of innovation and user experience in maintaining brand vitality during international expansion [13][19]. - The automotive industry is undergoing a deep restructuring, with a focus on local ecological construction and moving from price competition to technology trust [17][19]. Group 5: Key Findings from the 100 Strong List - The list includes 40 leading enterprises and 60 growing enterprises, with a significant portion having established overseas branches [27][30]. - The majority of companies are focusing on smart manufacturing and artificial intelligence, with North America, Europe, and Southeast Asia being primary markets for expansion [30][31]. Group 6: Future Directions - The event emphasized the need for collaboration and resource sharing among industry players to navigate the complexities of global markets [33][35]. - The Banglink platform will continue to facilitate connections and innovation demands, enhancing the precision of industry partnerships [33].

Group 1: 2024 Financial Performance - In 2024, the company achieved an operating revenue of 2.711 billion CNY, a year-on-year decrease of 27.58% [2] - The net profit attributable to the parent company was 258 million CNY, down 24% year-on-year [2] - The comprehensive gross profit margin reached 35.73%, an increase of 4.22 percentage points compared to the previous year [2] Group 2: Q1 2025 Financial Performance - In Q1 2025, the company reported an operating revenue of 654 million CNY, a quarter-on-quarter decrease of 1.55% [2] - The net profit attributable to the parent company was approximately 52.48 million CNY, reflecting a quarter-on-quarter growth of 27% [2] Group 3: Industry Outlook and Market Trends - The photovoltaic and energy storage industries are expected to maintain rapid growth driven by global energy transition and carbon neutrality goals [3] - The European market is projected to gradually recover in 2025 after a destocking period, although growth rates may slow down [3] - Emerging markets in Africa, the Middle East, and Asia are anticipated to sustain growth in 2025 due to inverter manufacturers actively exploring new markets [3] Group 4: Business Structure and Product Margins - In 2024, overseas business revenue accounted for approximately 80% of total revenue, with domestic revenue at about 20% [4] - The gross margin for grid-connected inverters was around 31%, up 2.8 percentage points year-on-year, while the gross margin for energy storage inverters was about 45%, down 2 percentage points [4] - The gross margin for energy storage batteries was approximately 38%, an increase of 12 percentage points year-on-year due to ongoing cost optimization [4] Group 5: Strategic Plans and Market Expansion - The company plans to continue consolidating existing advantages while actively expanding into ground-mounted photovoltaic inverter businesses, commercial energy storage, and emerging markets [4] - The company aims to deepen its global strategy, focusing on markets in Germany, France, Japan, South Korea, the Middle East, South America, and Asia-Pacific [5] - Continuous high investment in R&D will be maintained to innovate products that meet market demands and enhance competitiveness [5]

Group 1: 2024 Financial Performance - In 2024, the company achieved an operating revenue of 2.711 billion yuan, a year-on-year decrease of 27.58% [2] - The net profit attributable to the parent company was 258 million yuan, down 24% year-on-year [2] - The comprehensive gross profit margin reached 35.73%, an increase of 4.22 percentage points compared to the previous year [2] Group 2: Q1 2025 Financial Performance - In Q1 2025, the company reported an operating revenue of 654 million yuan, a quarter-on-quarter decrease of 1.55% [3] - The net profit attributable to the parent company was approximately 52.48 million yuan, reflecting a quarter-on-quarter growth of 27% [3] Group 3: Industry Outlook for 2025 - The photovoltaic and energy storage industry is expected to maintain rapid growth driven by global energy transition and carbon neutrality goals [3] - The European market is projected to gradually recover in 2025 after a destocking period, although overall growth will slow down [3] - Emerging markets in Africa, the Middle East, and Asia are anticipated to sustain growth in 2025 [3] Group 4: Business Strategy and Market Expansion - The company plans to strengthen existing advantages while actively expanding into photovoltaic inverter ground station business and energy storage services [4] - The energy storage market is expected to grow rapidly, particularly in Europe, where the company holds a competitive advantage [4] - The company aims to deepen its global strategy, focusing on markets in Germany, France, Japan, South Korea, the Middle East, South America, and Asia-Pacific [4] Group 5: Product Development and Innovation - The company will maintain high R&D investment to innovate and optimize products, ensuring they meet market demands [4] - There is a focus on exploring new technologies such as AI and big data to enhance energy storage system efficiency and operational performance [4] - Long-term strategies will revolve around "power electronics + applications" and "photovoltaic storage + scenarios" to identify new growth points [4]