自动驾驶电动矿卡
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博雷顿尾盘涨超5% 自动驾驶电动矿卡规模化起量 公司此前推出无人驾驶场景专用矿卡
Zhi Tong Cai Jing· 2025-12-30 07:11
Core Viewpoint - The recent listing of Xidi Zhijia on the Hong Kong Stock Exchange has sparked significant interest in the autonomous electric mining truck sector, highlighting the industry's potential for growth and innovation [1] Company Summary - Boleton (01333) saw a late-session increase of over 5%, currently trading at 25.6 HKD with a transaction volume of 23.689 million HKD [1] - Boleton has officially launched a specialized mining truck designed for autonomous driving scenarios, indicating a strategic shift towards making autonomy a foundational capability rather than an additional feature [1] - The chairman of Boleton, Chen Fangming, stated that the company will vigorously promote autonomous driving and smart mining business starting from 2026 [1] Industry Summary - The industry anticipates that the shipment volume of autonomous electric mining trucks in China will reach approximately 1,400 units in 2024, with projections increasing to 5,500 units by 2026 [1] - 2025 is widely regarded as the year when the large-scale application of autonomous electric mining trucks is expected to begin [1]