智通财经APP获悉，博雷顿(01333)逆市涨超5%，截至发稿，涨4.7%，报21.36港元，成交额5446.97万港元。
东方证券发布研报称，全球地缘政治扰动加剧，各国对于资源品供应链与产业链保供能力的诉求有望持续强化，矿山机械行业将直接受益于资本开支的提升，带来矿山机械行业高景气度的持续。国产矿山机械在性价比、设备定制化设计等方面有差异化竞争优势，在资源品供应链自主可控的趋势下，国产矿山机械的全球份额还有较大上升空间。
天风证券指出，博雷顿2025年发布新一代无人驾驶矿卡并拓展至非洲等海外市场。随着新能源工程机械渗透率持续提升，公司产品迭代至BRT970EV型号，市场覆盖持续扩大。矿区为自动驾驶商用车核心落地场景，2030年渗透率预计达50%。公司推出原生无驾驶室矿卡9M145E，搭载自研E2E智驾系统与智慧调度平台，实现多设备协同作业。订单储备充足，已与鸣阳矿业签署1000台采购协议、向福建日鑫供应150台，商业化落地加速。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.