河南两大能源巨头拟实施战略重组，相关上市公司集体大涨， 易成新能更是20%涨停。 今天（9月26日）上午A股市场整体表现相对低迷，主要指数普遍下跌，创业板指跌超1%。 热门个股方面，9月25日晚，平煤股份、神马股份、易成新能、硅烷科技和大有能源5家A股公司公告，河南省委、省政府决定对河南能源集团有限公司和中 国平煤神马控股集团有限公司实施战略重组。今日开盘后，上述上市公司集体拉升，其中，易成新能20%涨停，神马股份、大有能源亦涨停。此外，市值超 千亿元的赛力斯盘中一度触及涨停。 港股市场今天上午整体低位震荡。港股通标的股中，博雷顿大涨，盘中涨幅一度超过40%。 A股主要指数回调 今天上午A股市场整体表现相对低迷，主要指数盘中普遍下跌。截至中午收盘，上证指数下跌0.18%，深证成指下跌0.79%，创业板指下跌1.17%，科创50指 数下跌0.52%，北证50指数下跌0.97%。 行业板块和赛道方面，若按照申万一级行业划分，传媒板块领跌，板块跌幅超过2%，其中，果麦文化、无线传媒跌超10%，吉比特跌停。 计算机、通信、电子、医药生物、机械设备、社会服务等板块盘中跌幅居前；石油石化、房地产、农林牧渔等板块盘中涨幅居 ...

Group 1 - The core point of the news is the strategic restructuring of two major energy companies in Henan, which has led to a significant rise in the stock prices of related listed companies, with Yicheng New Energy hitting a 20% limit up [1][2][7][8] - The Henan Provincial Government has decided to implement a strategic reorganization of Henan Energy Group Co., Ltd. and China Pingmei Shenma Group Co., Ltd., which control several listed companies including Pingmei Shares, Shenma Shares, Yicheng New Energy, Silane Technology, and Dayou Energy [2][7][8] - Following the announcement, Yicheng New Energy, Shenma Shares, and Dayou Energy all reached their daily limit up, while Silane Technology rose over 14% and Pingmei Shares increased nearly 5% [2][8] Group 2 - In 2024, China Pingmei Shenma Group reported revenues of 168.8 billion yuan, while Henan Energy Group had revenues of 121 billion yuan [8] - The restructuring is expected to enhance operational efficiency and market competitiveness for the involved companies, as they aim to leverage synergies from the merger [7][8] Group 3 - In the Hong Kong market, Boreton experienced a significant rise, with its stock price increasing by over 40% following the announcement of a strategic cooperation agreement with Xinjiang Mingyang Mining Group [3][12][13] - The agreement focuses on long-term collaboration in the mining business, particularly in the areas of electric and intelligent mining transportation [13][14]

Core Viewpoint - Boreton (01333) has entered into a strategic cooperation agreement with Mingyang Mining to enhance the electrification and automation of mining operations, leading to increased operational efficiency and safety [1] Group 1: Company Developments - Boreton's stock opened significantly higher, rising by 7.44% to HKD 41.28, with a trading volume of HKD 18.568 million [1] - The strategic cooperation aims to establish a long-term partnership in the field of autonomous transportation in mining [1] Group 2: Partnership Details - The agreement focuses on the complementary advantages and win-win cooperation principles between the parties involved [1] - Mingyang Mining will handle the overall excavation and transportation operations and plans to purchase no less than 1,000 electric autonomous mining trucks and related services from Boreton [1] - Boreton will provide electric mining truck products and autonomous driving technology to Mingyang Mining [1]

Core Viewpoint - Boleton (01333) has seen a significant increase in stock price, rising by 7.44% to HKD 41.28, following the announcement of a strategic cooperation agreement with Mingyang Mining [1] Group 1: Strategic Cooperation - Boleton and Mingyang Mining have entered into a strategic cooperation agreement aimed at long-term collaboration in the mining business, focusing on the electrification and intelligent development of mining transportation [1] - The agreement emphasizes complementary advantages and win-win cooperation between the parties involved [1] Group 2: Autonomous Mining Transportation - The partnership will establish a long-term strategic relationship in the field of autonomous transportation in mining, promoting the application of electric mining trucks and autonomous driving systems [1] - Both companies aim to enhance operational efficiency and safety levels in mining areas through deep cooperation [1] Group 3: Purchase Agreement - Mingyang Mining is set to purchase no less than 1,000 electric autonomous mining trucks and related services from Boleton for various mining operations, including earthworks, excavation, transportation, and unloading [1] - Boleton will provide electric mining truck products and autonomous driving technology to Mingyang Mining [1]

Core Insights - The article highlights the rapid growth of AI applications in the energy sector, particularly in the context of zero-carbon mining robots, with Boreton (01333) positioned as a leading player in this niche market [1][2]. Group 1: Policy and Market Drivers - Recent policies from the National Energy Administration, including the "Implementation Opinions on Promoting High-Quality Development of 'AI + Energy'," are driving the integration of AI in energy applications [1][2]. - The dual carbon policy is steering the transition of mining engineering towards renewable energy, making it a key focus area for zero-carbon initiatives [2]. Group 2: Company Developments - Boreton has secured a strategic cooperation agreement with Mingyang Mining to provide at least 1,000 electric unmanned mining vehicles, indicating a growing demand for electric and intelligent mining solutions [3]. - The company has received a significant order worth 118 million yuan from China Resources Cement, showcasing its strong client relationships and order pipeline [3][4]. Group 3: Technological Innovations - Boreton is collaborating with Huawei to develop a "networked energy storage technology," aiming to transform mining operations from energy consumers to clean energy producers [5]. - The company is also advancing its energy storage projects, evidenced by a recent contract with Guoxia Technology for energy storage system equipment, marking a significant step in its development [6]. Group 4: Market Recognition and Growth Potential - Boreton's innovative approach in AI and energy applications has led to its inclusion in the Hang Seng Composite Index, reflecting strong market recognition and potential for valuation growth [7]. - The company is expected to enhance its growth trajectory through its light storage energy services, which are seen as a new growth avenue [7].

Core Insights - The article highlights the rapid growth of AI applications in the energy sector, particularly focusing on Boreton as a leader in the zero-carbon mining robot industry, leveraging AI technology for autonomous mining solutions [1][7] - Boreton's strategic partnerships and contracts, including collaborations with major companies like Huawei and China Resources Cement, are driving its growth and market presence [5][6][4] Policy and Market Trends - The dual push from government policies, such as the recent guidelines from the National Energy Administration, is fostering high-quality growth in energy equipment, particularly in the context of zero-carbon initiatives [2] - The demand for zero-carbon mining robots is expected to rise significantly, with the market for new energy engineering machinery projected to maintain double-digit compound growth rates [2] Company Developments - Boreton has secured a strategic cooperation agreement with Mingyang Mining to provide at least 1,000 electric unmanned mining vehicles, indicating a strong order pipeline and commitment to electric and intelligent mining solutions [3] - The company has been recognized for its quality and service, receiving the "Quality Supplier" award from China Resources Cement, which reflects its strong performance in the mining sector [4] Technological Innovations - Boreton is exploring the zero-carbon economy by providing integrated green and intelligent operational solutions, including a partnership with Huawei to develop networked energy storage technology for mining applications [5][6] - The company is set to launch its self-developed autonomous mining vehicles, focusing on safety, efficiency, and environmental sustainability, which aligns with the industry's shift towards cleaner energy production [7] Market Recognition - Boreton's inclusion in the Hang Seng Composite Index in September indicates strong market recognition and potential for valuation growth amidst the AI application investment wave [7]

博雷顿(01333)发布公告，近期新疆鸣阳矿业建设集团有限公司(鸣阳矿业)与本公司订立了一项战略合作 协议(该协议)。该协议各订约方拟根据优势互补、合作共赢的原则，在矿山业务领域展开长期战略合 作，推动矿山运输的电动化及智能化发展。 订约各方将在矿山无人驾驶运输领域建立长期战略合作伙伴关系，开展深度合作，推进电动矿卡及自动 驾驶系统的应用落地，共同提升矿区运营效率及安全水平。 本公司作为乙方，负责向鸣阳矿业提供电动矿卡产品及无人驾驶技术。 本集团在矿山无人驾驶及电动化领域具有领先技术和产品优势。本次合作有助于进一步推广本公司电动 矿卡及自动驾驶解决方案的应用，提升矿区运营效率及安全水平，并拓展本集团在矿山运输领域的业 务。 鸣阳矿业作为甲方，负责承担矿山整体挖装运业务，自协议生效之日起至2028年9月22日，拟向乙方购 买不低于1000台的电动矿卡无人驾驶车辆及无人驾驶服务，用于土方剥离、采装、运输、排卸。 ...

Core Viewpoint - Boreton (01333) has entered into a strategic cooperation agreement with Xinjiang Mingyang Mining Construction Group Co., Ltd. to promote the electrification and intelligent development of mining transportation [1] Group 1: Strategic Cooperation Agreement - The agreement is based on the principles of complementary advantages and win-win cooperation in the mining business sector [1] - Both parties aim to establish a long-term strategic partnership in the field of unmanned transportation in mining [1] Group 2: Operational Details - Mingyang Mining, as the first party, is responsible for the overall excavation and transportation business of the mine and plans to purchase no less than 1,000 electric unmanned mining vehicles and services from Boreton by September 22, 2028 [1] - Boreton, as the second party, will provide electric mining truck products and unmanned driving technology to Mingyang Mining [1] Group 3: Technological Advantages - The group possesses leading technology and product advantages in the field of unmanned driving and electrification in mining [1] - This cooperation will further promote the application of Boreton's electric mining trucks and autonomous driving solutions, enhancing operational efficiency and safety in mining areas [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Breton Technology Co., Ltd. 博雷頓科技股份公司 （於中華人民共和國成立的股份有限公司） （股份代號：1333） 自願公告 有關訂立戰略合作協議 本公告乃由博雷頓科技股份公司（「本公司」，連同其附屬公司統稱「本集團」）自願 作出。 本公司董事（「董事」）會（「董事會」）欣然宣布，近期新疆鳴陽礦業建設集團有限 公司（「鳴陽礦業」）與本公司訂立了一項戰略合作協議（「該協議」）。據此，該協議 各訂約方（各稱「訂約方」，統稱「訂約各方」）擬根據優勢互補、合作共贏的原則， 在礦山業務領域展開長期戰略合作，推動礦山運輸的電動化及智能化發展。 該協議 該協議的主要條款概述如下： 訂約方：(甲方：) 新疆鳴陽礦業建設集團有限公司；及 (乙方：) 博雷頓科技股份公司 1 合作內容： 合作模式： 期限： 該協議自訂約各方簽署之日起生效，合作期為3年。協議屆滿後，雙方在同等條 件下可優先考慮與對方續 ...

Core Insights - The company has entered into a procurement contract with Guoxia Technology for energy storage system equipment, totaling RMB 121 million, aimed at supporting a mining solar-storage project [1][2] - The mining solar-storage project is designed to address energy challenges in certain African mining areas, featuring a planned 74.15MWp photovoltaic facility and a 45MW/100MWh energy storage system [2] Group 1 - The procurement contract includes essential equipment such as energy storage battery cabins, integrated inverter-boosters, cables, substation equipment, photovoltaic boosters, monitoring systems, fire protection systems, and grounding materials [1] - The company aims to leverage its advantages in the Chinese new energy industry chain to provide comprehensive solutions, including electric mining vehicles and microgrid systems, to reduce energy costs and facilitate green mining transformations [1][2] Group 2 - The company has completed the design phase of the mining solar-storage project and is progressing with equipment procurement and construction [2] - The procurement aligns with the company's strategic development and overseas market expansion plans, focusing on the urgent demand for new energy engineering machinery in emerging markets like Africa and the Middle East [1][2]