展会日期：2026年9月09-11日 展会地点：利马 举办周期：两年一届 主办单位：秘鲁DIGAMMA展览集团 组展单位：北京盛瑞达展览--桂萍萍（注：展会展位图已出图 展位预订通道已开启，此次展会由北京盛瑞达桂萍萍展览负责中国组展，抖音 搜索 盛瑞达桂 萍萍） 一、秘鲁矿业市场三大核心优势 1. 资源禀赋全球领先，项目储备丰富 秘鲁拥有世界级矿藏： 安塔米纳（Antamina）铜锌矿：全球十大铜矿之一； 拉斯邦巴斯（Las Bambas）铜矿：中资参与运营的重点项目； 亚纳科查（Yanacocha）金矿：南美最大金矿之一； 此外，南部地区锂、稀土勘探热度高涨，潜力巨大。 据秘鲁能矿部数据，2025年矿业投资额预计超80亿美元，多个大型铜、金、锂项目进入建设或扩产阶段，对先进开采、选矿、运输及环保设备需求旺盛。 电动矿卡、新能源钻机替代传统柴油设备； 远程操作、无人驾驶、AI调度系统试点应用； 尾矿干堆、酸性废水处理、生态复垦技术升级。 而中国企业在高性价比电动装备、智能矿山平台、水处理方案等领域已具备成熟技术和成功案例，正逐步赢得秘鲁主流矿企的认可。 3. 中秘合作基础深厚，中资深度参与 中国是秘鲁第一大贸 ...

紫金矿业增持龙净环保股份对公司的影响是什么？ 紫金矿业通过定增形式进一步增持龙净环保股份，从 25%提升至 33.76%，投 入资金达 20 亿元人民币。这一举措有助于增强双方协同效应，提高公司长期 龙净环保 20251214 摘要 紫金矿业增持龙净环保股份至 33.76%，投入 20 亿元人民币，增强双 方协同效应，稳定管理层预期，对市场信心产生积极影响。现任董事长 谢总仍在紫金矿业董事会任职，原董事长林总担任紫金矿业总裁。 烟气治理业务受益于火电投资的强劲和非电行业提标改造需求，订单保 持微增态势，在手订单接近 200 亿人民币，毛利率维持在 26%左右。 中国空气质量标准提高将持续推动该领域投入。 绿电业务进展显著，马米错光伏项目预计年利润贡献接近 2 亿元人民币， 刚果金水电项目预计年利润贡献 3.5 至 4 亿元人民币，显著提升公司业 绩和 ROE，前三季度绿电影响力已达 1.7 亿元人民币。 储能业务通过与易伟合作实现扭亏为盈，目前产能达到 8.5GWh，预计 今年贡献 4,000 至 5,000 万元利润，明年盈利空间有望进一步提升，定 位为稳定盈利业务。 公司未来发展的关键驱动力包括烟气治理市 ...

Core Insights - The Chinese construction machinery industry has shown significant growth in sales for various equipment types in the first ten months of the year, with excavators up 17%, loaders up 15.8%, and forklifts up 14.2% [1][2] - The recovery of the industry is attributed to the release of policy dividends and advancements in transformation and upgrading [2] - The industry is undergoing a digital transformation, with smart products being showcased at the China (Beijing) International Construction Machinery Exhibition [3][4] Sales Performance - A total of 192,000 excavators were sold, 104,000 loaders, and 1.22 million forklifts in the first ten months of the year, indicating a positive trend in the market [1] - The overall economic indicators for the industry have shown stable growth due to favorable macro policies [1] Technological Advancements - The introduction of intelligent machinery, such as unmanned excavators and autonomous trucks, is enhancing operational efficiency and safety [4][5] - The use of L3 level autonomous driving technology in loaders is being implemented, utilizing advanced sensors and mapping technologies [5][6] Green Initiatives - The industry is making strides in green technology, with electric machinery gaining competitive advantages in terms of efficiency and environmental impact [7] - For instance, the XE270EV electric excavator can operate for six hours on a two-hour fast charge under heavy load, significantly reducing operational costs compared to fuel-powered machines [7] International Expansion - The export value of China's construction machinery reached $48.526 billion in the first ten months, marking a 12% increase year-on-year [8] - The internationalization of the industry is accelerating, with major companies like XCMG and SANY ranking among the top ten global manufacturers [9][10] - A significant order from Australia's Fortescue River Group for electric mining trucks highlights the global recognition of Chinese machinery [9]

Summary of Longking Environmental Conference Call Company Overview - **Company**: Longking Environmental - **Industry**: Environmental Protection and Renewable Energy Key Points Contract and Order Status - Total environmental engineering contracts on hand amount to **19.74 billion yuan** with non-electric orders primarily from the steel metallurgy and chemical sectors [2][3] - New environmental engineering contracts added in the first three quarters reached **7.62 billion yuan**, with the electric power sector accounting for approximately **62%** and non-electric sectors for **38%** [3] Market Opportunities - The non-electric desulfurization and denitrification market has significant potential, with demand for ultra-low emissions transformation in steel, coking, and cement industries estimated at **300-400 billion yuan** [2][6] - Longking aims to capture over **10 billion yuan** in the existing transformation market and is actively expanding into emerging industries and mining desulfurization and denitrification [2][6] Fire Power Market - The company benefits from national plans for fire power construction, with a target of adding **80 million kilowatts** of capacity each year from 2023 to 2025 [4][5] - The operational maintenance market for fire power is projected to reach **20 billion yuan** annually, with significant growth expected following the acquisition of Jitai Intelligent [2][7] Renewable Energy Projects - The **200 MW** solar-storage project in Tibet has exceeded profit expectations, generating a net profit of **93 million yuan** in the first three quarters [2][11] - The company has a total green energy project scale nearing **1.2 GW**, primarily supplying Zijin Mining and its affiliates [2][15] Strategic Developments - Longking's acquisition of Jitai Intelligent has led to substantial growth in orders and performance, indicating a strong future in intelligent operations [2][7] - The company is focusing on developing microgrid and energy storage systems in Tibet, Africa, and South America, with expected capacities of several gigawatts [2][16] Financial Health and Investment Plans - Longking plans to invest approximately **5-6 billion yuan** over the next three years in major projects, including the **Mami Cuo** project in Tibet [22][23] - The company has around **4.5 billion yuan** in cash and financing capabilities to meet future investment needs [23] Dividend Policy - Longking has committed to a dividend payout ratio of over **40%**, achieving **42.8%** last year, but future increases will depend on funding needs for upcoming projects [24] Growth Prospects - The company is in a strong growth phase with stable main business orders and expanding green energy and storage operations [25] - Potential growth areas include electric mining trucks and sodium-ion battery technology [25] Risk Management - The company has addressed goodwill impairment risks, with a significant reduction in losses in hazardous waste disposal operations [8] - Management changes are not expected to impact operations significantly, with continuity in leadership roles [9][10] Conclusion - Longking Environmental is well-positioned for future growth with a robust order book, strategic acquisitions, and a focus on renewable energy projects, supported by strong financial health and a commitment to shareholder returns [25]

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 Viewpoint - Boretton (stock code: 1333) announced a financing plan through the placement of new H-shares, aiming to raise approximately HKD 250 million, with net proceeds expected to be around HKD 240 million after expenses [1] Group 1: Financing Details - The company plans to issue 10,000,000 new H-shares at a placement price of HKD 25.08, which represents a discount of approximately 15.0% compared to the previous trading day's closing price of HKD 29.50 [1] - The placement price also reflects a discount of about 17.1% compared to the average closing price over the last five trading days [1] - The new shares will account for approximately 2.6% of the existing issued share capital and about 2.57% of the enlarged share capital post-financing [1] Group 2: Use of Proceeds - Approximately HKD 170 million of the raised funds will be allocated for the investment and development of overseas photovoltaic and energy storage projects [1] - Around HKD 40 million will be used to repay interest-bearing loans [1] - Another HKD 40 million is designated for the research and development of a multimodal large model-driven autonomous mining truck collaborative scheduling system [1] Group 3: Company Overview - Boretton focuses on integrated solutions for "photovoltaic storage + transportation," with core business areas including the development of photovoltaic energy storage projects, electric mining trucks, and intelligent scheduling systems [1]

Core Viewpoint - Boleton (01333) is experiencing a significant increase in stock price, attributed to the upcoming launch of its unmanned electric mining truck and a strategic partnership with Fujian Rixin Machinery Rental Co., Ltd. [1] Group 1: Stock Performance - Boleton's stock rose over 5% in the afternoon, currently up 3.7% at HKD 29.68, with a trading volume of HKD 81.11 million [1] Group 2: New Product Launch - Boleton will hold a launch ceremony for its unmanned electric mining truck on November 21 [1] - The company has developed various electric products, including the BRT105E electric mining truck with a 700 kWh battery and the newly developed BRT135E mining truck with an 800 kWh battery, designed for heavy-duty uphill mining scenarios [1] Group 3: Strategic Partnership - Boleton signed a strategic cooperation framework agreement with Fujian Rixin, which plans to purchase no less than 150 electric mining trucks and associated unmanned driving services for mining operations [1] - This partnership signifies Boleton's progress in the commercial application of unmanned driving in mining [1] Group 4: Industry Trends - Boleton's chairman, Chen Fangming, noted that the increasing choice of electrification by customers indicates a significant cost advantage for electric mining solutions, marking a shift from policy-driven to market-driven industry dynamics [1]

Core Viewpoint - The article emphasizes the importance of integrating coal and renewable energy development to establish a new energy system that supports stable energy supply and promotes green and low-carbon transformation [1][3]. Overall Requirements - The integration of coal and renewable energy should be guided by Xi Jinping's thought, focusing on green and low-carbon directions, and leveraging technological innovation to enhance the development of renewable energy in coal mining areas [3][4]. Main Tasks - **Development of Photovoltaic and Wind Power in Mining Areas**: The article calls for the effective utilization of land resources in mining areas to accelerate the construction of photovoltaic power stations and promote local consumption of renewable energy [4][5]. - **Promotion of Clean Energy Substitution**: It highlights the need for electrification in key coal production processes and the replacement of traditional energy equipment with electric and hydrogen-powered alternatives [5][6]. - **Renewable Energy Heating and Cooling**: The article encourages the development of geothermal energy and distributed solar heating systems in mining areas to meet heating demands [6][7]. - **Innovative Energy Development Methods**: It suggests the establishment of intelligent microgrids in mining areas to integrate various energy sources and improve energy efficiency [7][8]. - **Extension of Coal Industry Chain**: The article supports the integration of coal and renewable energy industries, promoting investment in clean energy and enhancing the stability of the energy supply system [8][9]. - **Strengthening Technological Innovation and Talent Development**: It emphasizes the need for research and development in key technologies related to coal and renewable energy integration, as well as the cultivation of specialized talent [9][10]. - **Policy Support and Coordination**: The article outlines the necessity for national policies to support the integration of coal and renewable energy, including financial support and regulatory measures [10][11]. Implementation Organization - The National Energy Administration will coordinate the guidance and evaluation of coal and renewable energy integration projects, ensuring the implementation of policies and standards [11][12].

Group 1: Government Policies and Guidelines - The State Council issued an implementation opinion to accelerate the cultivation and large-scale application of new scenarios, focusing on five areas including new fields, industry transformation, and social governance [1] - The National Energy Administration released guidelines to promote the integration of coal and new energy, emphasizing clean energy alternatives in mining areas and the electrification of coal production processes [3] Group 2: Regulatory Updates - The China Securities Regulatory Commission (CSRC) announced the "Securities Settlement Risk Fund Management Measures," effective from December 8, 2025, which includes adjustments to the collection scope and payment ratios for risk funds [2] Group 3: Company Announcements - Xin Zhu Co., Ltd. plans to sell assets worth 1.392 billion yuan and acquire 60% equity in Shu Dao Clean Energy for 5.814 billion yuan, marking a significant asset restructuring to focus on clean energy generation [4] - De Gu Te announced the termination of its major asset restructuring transaction with Haojing Cloud Computing due to difficulties in meeting the demands of all parties involved [4] - Ying Tang Zhi Kong intends to acquire 100% equity in Guilin Guanglong Integrated Technology and 80% equity in Shanghai Aojian Microelectronics, with plans to issue shares to raise supporting funds [4] - Huadian Energy plans to invest 12.043 billion yuan in a combined heat and power project in Heilongjiang [4] - ST Huatuo received a notice from the CSRC regarding a potential investigation for information disclosure violations, but stated that normal operations would not be significantly affected [7] - Changcheng Technology announced the termination of a major transaction that could have led to a change in control due to a lack of consensus with the counterparty [7] Group 4: Market Insights - The mechanical industry is expected to have significant investment opportunities in the technology innovation sector by 2026, driven by internationalization and structural opportunities in external demand [8] - The robotics sector is anticipated to enter a phase of consolidation after significant adjustments, with key developments from Tesla expected to support high market expectations [8]