Group 1 - Boleton (01333) has seen a stock increase of over 5%, currently trading at 31.62 HKD with a transaction volume of 12.46 million HKD [1] - The sales revenue for China's new energy construction machinery is projected to reach 1.8 billion USD in 2024, with forecasts of 3.2 billion USD in 2025 and 15.8 billion USD by 2030, indicating strong growth in the sector [1] - The Vice President of the China Construction Machinery Industry Association emphasized the importance of technological collaboration and the establishment of key technology initiatives to enhance China's position in the global green wave [1] Group 2 - The Hang Seng Index Company will release its mid-year review results on August 22, with changes effective from September 8, which may include Boleton in the Hong Kong Stock Connect investment scope [1] - According to research, Boleton ranks third and seventh among all new energy wide-body dump truck and loader manufacturers in China by shipment volume, holding market shares of 18.3% and 3.8% respectively, making it the only pure new energy construction machinery manufacturer among the leading companies [1]

Group 1 - Zhejiang Province's exports to Latin America increased by 21.5% in the first four months of the year, reaching 145.06 billion yuan, marking a historical high for the same period [1] - The province accounted for 15.6% of the national import and export volume to Latin America, with total trade amounting to 181.47 billion yuan, a year-on-year growth of 4.8% [1] - The number of foreign trade enterprises in Zhejiang engaging in trade with Latin America rose by 8.3%, totaling 32,500, with export enterprises increasing by 8.9% [2] Group 2 - Brazil emerged as the primary market for Zhejiang's exports to Latin America, with exports to Brazil reaching 35.79 billion yuan, a significant increase of 17.9% [2] - Zhejiang's private enterprises contributed 83.1% of the province's total trade with Latin America, with their exports growing by 23.3% to 128.76 billion yuan [2] - The province imported 12.65 million tons of metal ores and sands from Latin America, accounting for 26.3% of its total imports in this category [3] Group 3 - The Hangzhou Customs has been actively providing one-stop services to assist export enterprises in expanding their markets and improving efficiency [3] - Latin America is a crucial source of metal ores and agricultural products for Zhejiang, with imports of agricultural products valued at 5.2 billion yuan, representing 15.8% of the total imports in this category [3] - The province's imports of copper ore and its concentrates from Latin America accounted for 74.1% of the total imports in this category [3]

Company Overview - Boreton Technology Co., Ltd. (referred to as "Boreton") was listed on the Hong Kong Stock Exchange on May 7, 2025, with a first-day increase of 49.17%, closing at HKD 26.85 per share [2] - On the opening day, Boreton's stock rose by 63.89%, reaching HKD 29.5 per share, with a total market capitalization of approximately HKD 160.76 billion [3] IPO Details - Boreton's IPO involved the issuance of 13 million shares, with the Hong Kong public offering being oversubscribed by 198.72 times [3] - The company secured cornerstone investors, including Xinwangda and Changfeng Fund, which collectively subscribed approximately HKD 63.5 million [3] Fund Utilization - The funds raised from the IPO will be allocated for technology advancement, new product and service development, establishing manufacturing facilities, enhancing manufacturing capabilities, expanding sales and service networks, increasing brand awareness, and general corporate purposes [3] Business Strategy - Boreton's chairman, Chen Fangming, emphasized the company's commitment to advancing new productivity through the "unmanned smart mining" solution, integrating autonomous driving technology with energy management systems to achieve zero-carbon and automated operations in mining [3] - The company aims to explore emerging markets in Southeast Asia, the Middle East, and Africa, leveraging differentiated competitiveness for global expansion [3] Market Position - In 2024, Boreton held a market share of 18.3% in the Chinese new energy wide-body dump truck sector and 3.8% in the new energy loader sector, ranking third and seventh respectively [3] - Boreton is the only pure new energy construction machinery manufacturer among the top five manufacturers in these categories, focusing exclusively on the research and production of pure new energy construction machinery [3] Financial Performance - Boreton's revenue for the years 2022 to 2024 was RMB 360 million, RMB 464 million, and RMB 635 million, respectively, with annual losses of RMB 178 million, RMB 229 million, and RMB 275 million [4] - The adjusted net losses (non-IFRS measures) for the same period were RMB 143 million, RMB 190 million, and RMB 218 million [4] - Despite current losses, the company anticipates potential profitability in the future due to the expanding market for zero-carbon mining robots and ongoing technological advancements [4]