Group 1: Market Overview - The Hang Seng Index fell by 0.45%, down 117 points, closing at 25,812 points, while the Hang Seng Tech Index dropped by 0.98% [1] - The trading volume in the Hong Kong stock market reached HKD 112.6 billion in the morning session [1] Group 2: Hydrogen Energy Sector - Hydrogen energy stocks experienced a significant rise, driven by the continuous rollout of green hydrogen ammonia industry policies, indicating a maturing industry [1] - Reshaping Energy (02570) surged by 24.29%, while Guofu Hydrogen Energy (02582) increased by over 4.64% [1] Group 3: Oil Sector - Oil stocks continued their recent upward trend, with institutions noting the resilience of the three major oil companies during the oil price downturn [1] - Sinopec (00386) rose by 3.6%, PetroChina (00857) increased by 2.49%, and CNOOC (00883) gained 2.11% [1] Group 4: Telecommunications and Technology - Changfei Optical Fiber and Cable (06869) saw an increase of over 4% after China Telecom completed the world's first ultra-long-distance hollow core fiber transmission experiment [1] - Boleton (01333) surged by over 10% as the company is set to globally launch its autonomous driving specialized mining truck this Friday [1] Group 5: Gold and Consumer Products - Shangshan Gold (01939) rose nearly 2% following a profit warning, which is expected to boost its global layout of intelligent gold terminals [1] - H&H International Holdings (01112) increased by over 2%, with a strong growth momentum in its infant-related products, particularly in infant formula sales exceeding industry averages [1] Group 6: Medical and Defense Sectors - Yimai Sunshine (02522) rose by over 4% as the company plans to further invest in Yinghe Medical, validating its commercial path for medical data assetization [1] - China Shipbuilding Defense (00317) increased by over 4%, with institutions noting that second-hand ship prices have surpassed new ship prices, indicating an upcoming positive trend in the shipbuilding sector [1] Group 7: Declining Stocks - Jacobson Pharmaceutical (02633) fell by over 8% due to a 5.36% year-on-year decrease in mid-term earnings, despite a 20% increase in dividends [2] - Yuejiang (02432) dropped by over 4%, accumulating a decline of over 40% in the past two months, having completed two rounds of equity financing in four months [2]

Core Viewpoint - Boreton (01333) has seen a significant increase in stock price, attributed to the upcoming global launch of its autonomous mining truck and a strategic partnership with Fujian Rixin Machinery Rental Co., Ltd. [1] Group 1: Stock Performance - Boreton's stock rose over 11% in early trading, currently up 7.76% at HKD 28.88, with a trading volume of HKD 48.109 million [1] Group 2: Strategic Developments - On November 21, Boreton will globally launch its autonomous mining truck, marking a significant milestone in the commercialization of autonomous mining applications [1] - The company signed a strategic cooperation framework agreement with Fujian Rixin, which plans to purchase no less than 150 electric mining trucks and associated autonomous services for various mining operations [1] Group 3: Financial Activities - Boreton announced a plan to place up to 10 million new H-shares, aiming to raise approximately HKD 240 million [1] - Of the raised funds, around HKD 170 million will be allocated for overseas photovoltaic and energy storage project development, approximately HKD 40 million for repaying interest-bearing loans, and about HKD 40 million for the development of a collaborative scheduling system for multi-modal large model-driven autonomous mining trucks [1]

Core Viewpoint - Boleton (01333) has seen a significant increase in stock price, rising over 11% in early trading, attributed to the global launch of its autonomous mining truck and a strategic partnership with Fujian Rixin Machinery Leasing Co., Ltd. [1] Group 1: Company Developments - Boleton's autonomous mining truck will have its global debut on November 21, marking a significant milestone in the commercialization of autonomous mining applications [1] - The company has signed a strategic cooperation framework agreement with Fujian Rixin, which plans to purchase no less than 150 electric mining trucks and associated autonomous driving services for various mining operations [1] Group 2: Financial Activities - Boleton plans to place up to 10 million new H-shares, aiming to raise approximately HKD 240 million [1] - Of the raised funds, around HKD 170 million will be allocated for overseas photovoltaic and energy storage project development, approximately HKD 40 million for repaying interest-bearing loans, and about HKD 40 million for the development of a multimodal large model-driven autonomous mining truck scheduling system [1]

Core Insights - Boreton, known as the "first stock of zero-carbon mining robots," is set to launch its autonomous electric mining truck on November 21, marking a significant advancement in mining automation and the transition to a "truly unmanned" era [1][2]. Group 1: Product Features and Innovations - The new autonomous mining truck is designed from the ground up for unmanned operation, featuring a structure and algorithms specifically tailored for intelligent driving, rather than being a modified traditional vehicle [2][3]. - The removal of the driver's cabin signifies Boreton's comprehensive understanding of "unmanned" technology, enhancing the vehicle's perception capabilities, performance, and safety [2][3]. - Boreton's self-developed E2E intelligent driving system utilizes multi-dimensional perception, path planning, and a multimodal smart mining model to achieve superior efficiency and safety in autonomous operations [2][4]. Group 2: Strategic Vision and Market Positioning - Boreton emphasizes practical and long-term approaches in its development, ensuring that autonomous driving integrates seamlessly into mining operations rather than forcing mines to adapt to new technologies [3][4]. - The company aims to provide a comprehensive solution for smart and zero-carbon mining, moving beyond just vehicle manufacturing to include energy management and intelligent scheduling [4][5]. - Boreton's collaboration with Huawei to develop a photovoltaic and energy storage microgrid addresses the critical issue of stable power supply for electric mining trucks, showcasing its technical advantages in the field [5][6]. Group 3: Industry Implications - The introduction of Boreton's autonomous mining truck represents a shift from traditional equipment upgrades to a more integrated approach that optimizes the entire mining production model, indicating a competitive landscape focused on energy systems rather than just equipment [6]. - The launch event on November 21 is not merely a product release but a pivotal moment for the entire smart and zero-carbon mining sector, reflecting the industry's growing expectations for innovation and efficiency [6].

Core Viewpoint - The upcoming launch event for Boreton's unmanned electric mining truck on November 21 marks a significant transition from "demonstrative intelligent driving" to "true unmanned driving," showcasing China's strength in automation, intelligence, and green transformation in the mining industry [1] Group 1: Practicality and Design - The new mining truck is designed specifically for unmanned driving from the ground up, featuring a structure, control systems, and algorithms tailored for intelligent driving, rather than being a modified version of an existing vehicle [2] - The absence of a driver's cabin reflects Boreton's comprehensive understanding of "unmanned" technology, enhancing the vehicle's perception capabilities, performance, and safety [2] Group 2: Efficiency Revolution - Boreton's new vehicle represents a shift in unmanned driving from being seen as an auxiliary or experimental technology to becoming a genuine efficiency revolution [3] - The self-developed E2E intelligent driving system enables the vehicle to achieve production efficiency comparable to or exceeding that of human-operated vehicles, marking a transition from concept to commercially viable technology in mining automation [3] Group 3: Intelligent Mining System - The E2E intelligent driving system allows for intelligent coordination throughout the entire process of loading, transporting, and unloading, enabling efficient operation in complex environments [4] - The design prioritizes safety, incorporating features such as a high-strength integrated chassis, dual-redundancy braking systems, and intelligent obstacle avoidance algorithms [4] Group 4: Green Mining Solutions - Boreton proposes a systematic green mining solution that integrates unmanned driving with clean energy, creating a closed-loop system for energy self-sufficiency and intelligent operations [5] - This launch is not just about a new product but represents the birth of a comprehensive new production system aimed at enhancing safety and efficiency in mining operations [5]