share_log

金奥博(002917):国内民爆智能装备行业的龙头企业

Jin Aobo (002917): A leading enterprise in the domestic civil explosion intelligent equipment industry

海通國際 ·  Jan 31

The company is a leader in the domestic civil explosion intelligent equipment industry. The company was founded in 1994 and listed on the Shenzhen Stock Exchange in 2017. The company's main business includes intelligent equipment, software systems, process technology, key chemical raw materials, industrial explosives, detonation equipment, integrated blasting services, and the application and solutions of various six-axis, parallel and flexible collaborative industrial robots in the civil blasting industry. The high-end intelligent complete equipment researched and developed by the company has passed the scientific and technological achievement certification and production acceptance organized by the Ministry of Industry and Information Technology's Production Safety Department and the Science and Technology Department; as of 23H1, the company has built more than 190 production lines in China. Various parallel robots and six-axis multi-joint robots have now been used in the fields of civilian explosions, food, military, packaging, etc.

Actively promote intelligent manufacturing of civilian explosive devices. The company upgraded the quality of existing equipment manufacturing for industrial explosives packaging types, on-site mixing types, and industrial detonator assembly lines, and developed production equipment with higher safety. Through robot replacement, visual monitoring systems, and intelligent digital twin technology, the company further reduced the number of hazardous workshop operators, and realized automated, intelligent and no (less) humanized production of the entire line. The company actively develops business in the field of environmental protection and energy saving, and actively participates in the construction of “black light factories” in the field of pyrotechnics and explosives. In the smart cloud sector, the company will continue to give full play to the company's leading edge in informatization in the explosion industry and use technical means such as the industrial Internet, big data, and digital twins to establish and improve enterprise intelligent network supervision and emergency management platforms.

Optimize the integration of scientific research and production resources, and effectively extend the industrial chain. The company's mergers and acquisitions have restructured the relevant civilian explosion assets of Jiangsu Tianming Chemical, Shandong Shengshida, Beijing Coal Group, and civilian explosion manufacturers such as Shandong Taishan. Currently, it has a total annual licensed production capacity of 115,000 tons of industrial explosives, an annual licensed production capacity of 85.22 million rounds of digital electronic detonators, and reserves the licensed production capacity of 40 million explosives detonators and industrial detonators for export. The company uses the Group's intelligent equipment and process technology advantages to empower its subsidiaries and upgrade production lines. The company established a large-scale advantage in electronic detonator production capacity to expand capacity and production. As of December 2023, the Taishan Minbang Phase I and Phase II production line renovation and construction have passed the inspection and were officially put into operation.

Expand the fine chemicals sector. The company has comprehensively introduced the digestion and absorption of internationally advanced emulsifiers and composite oil phase production process technology to provide various specifications and varieties of integrated composite oil phases, emulsifiers, composite emulsifiers, novel polymer emulsifiers and composite waxes required for the production of industrial explosives; with technical and quality advantages, it has gradually expanded the application of surfactants in the fields of petrochemicals, textiles, printing and dyeing.

Promote military related orders in an orderly manner. The company won the bid for two procurement projects for destruction equipment from a military enterprise and entered the field of bomb dismantling equipment; in addition, the developed automatic screening system has completed functional tests and entered the field of explosives equipment. The company applies a combination of efficient intelligent manufacturing equipment and information technology to the military equipment industry, leveraging overall solution advantages and system integration capabilities to achieve the goals of intelligence, man-machine isolation, and less humanization/unmanned operation.

Respond to the country's “Belt and Road” strategy and actively expand overseas markets. The company has built more than 20 production lines in overseas markets including Russia, Algeria, Uganda, Mongolia, Vietnam, Myanmar, Nepal, Laos, Tajikistan, Uzbekistan, Latvia, Guinea, etc., and has built a good brand influence and service reputation in the domestic and foreign bombing industry. The company is actively promoting and deepening international cooperation, and related overseas engineering projects are being implemented. The company makes full use of the Group's resource advantages to empower Tianjin Tecton, innovate business models, and further expand overseas markets through multiple channels and measures. Exports include production line equipment, process technology, chemical raw materials, explosion equipment, and comprehensive blasting services.

Risk warning: production safety risk; industrial chain extension and expansion risk; macroeconomic fluctuation risk.

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment