Core Viewpoint - Boreton Technology Co., Ltd. has made significant progress in its overseas projects, marking a substantial step in its zero-carbon mining business model with the signing of a construction contract for the Dizwa intelligent microgrid project valued at HKD 116 million [1] Group 1: Project Significance - The contract represents Boreton's first large-scale overseas intelligent microgrid project with a clear timeline for grid connection, construction, and operation, validating the company's capabilities in overseas renewable energy projects [1] - This project is part of a series of overseas initiatives, providing a solid foundation for future project replication and scaling [1] Group 2: Business Structure Changes - Boreton is advancing four overseas zero-carbon mining energy projects, with the Dizwa project being a benchmark for large-scale intelligent microgrids in the Democratic Republic of Congo [2] - The realization of this project indicates a shift in Boreton's overseas business model from equipment and engineering to "new energy assets + long-term operation," establishing a more stable and sustainable revenue structure [2] - As overseas projects come online, Boreton's business structure will undergo significant changes, with intelligent microgrids becoming a crucial support for its international operations [2] Group 3: Expectations for "Smart Power" Business - Boreton focuses on mining scenarios, developing a business structure centered around "smart power, smart manufacturing, and smart driving," with high expectations for its "smart power" segment [3] - The company aims to create a self-sufficient and autonomous energy system in overseas mining areas, where stable external grid access is often unavailable, ensuring reliable power supply for critical mining operations [3] - Establishing a long-term stable microgrid system in fixed mining areas will provide a reliable power foundation for electric and autonomous mining vehicles, enhancing the overall value of electrification and intelligence [3]

Core Insights - The announcement of a construction contract for the Dizwa Smart Microgrid project marks a significant step for the company in establishing its overseas zero-carbon mining business model [2] - The project is the company's first large-scale overseas smart microgrid initiative, providing a clear timeline for the phases of signing, construction, grid connection, and operation [2] - The project serves as a foundation for the company's future overseas projects, facilitating replication and scalability [2] Business Structure Changes - The company is currently advancing four overseas zero-carbon mining energy projects, with the Dizwa project being a benchmark initiative in the Democratic Republic of Congo [3] - The realization of this project indicates a shift in the company's overseas business from a focus on equipment and engineering to a model that includes "new energy assets + long-term operations," establishing a more stable and sustainable revenue structure [3] - As overseas projects connect to the grid, the company's business structure will undergo substantial changes, with energy assets like smart microgrids becoming crucial for supporting its international operations [3] "Smart Power" Business Expectations - The company has developed a business structure centered around "Smart Power, Smart Manufacturing, and Smart Driving," with a strong emphasis on its "Smart Power" segment [4] - The ability to create a self-sustaining and self-regulating energy system is essential in overseas mining areas lacking stable external grid access [4] - The smart microgrid can actively establish voltage and frequency standards, ensuring stable power supply and quick load response, which is vital for continuous mining operations [4] Strategic Value of Microgrid Systems - Establishing a long-term stable microgrid system in fixed mining areas provides multiple strategic advantages, including reliable power for electric and autonomous mining vehicles [5] - The operational data and engineering experience accumulated over time will enhance system design and optimization, improving the company's replication capabilities and overall competitiveness in overseas markets [5]