智通财经APP获悉，博雷顿(01333)盘中涨超17%，截至发稿，涨12.94%，报22.34港元，成交额7718.64万港元。
消息面上，博雷顿主席及控股股东陈方明近期频繁增持股份。据公告，1月20日，陈方明增持博雷顿20.3万股，价值约452.98万港元；1月22日，陈方明增持博雷顿5.5万股H股股份，价值约111.76万港元；1月28日，陈方明增持博雷顿1.8万股。
盈立证券认为，博雷顿在当前阶段呈现出具吸引力的中长期配置价值，其投资逻辑主要由零碳矿山的结构性需求、系统级解决方案能力以及可复制的场景化落地路径所支撑。为少数以矿山生产系统为核心切入新能源工程装备与智能化解决方案的企业，博雷顿已在“新能源矿卡+新能源采装设备+构网型微电网+矿山智能化系统”的一体化方案上形成差异化定位，并逐步验证其在真实矿区场景下的可行性与经济性。
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