According to the website of the State Mine Safety Supervision Administration, the State Mine Safety Supervision Administration, the Ministry of Emergency Management, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, the Ministry of Finance, and the Ministry of Education issued the “Guiding Opinions on Further Promoting Intelligent Mine Construction to Promote Mine Safety Development”, which mentions the development of core equipment.
Accelerate the development and application of core components, sensors, key control units and operating systems of intelligent mining equipment, and accelerate the development and iterative update of mining robots.
Develop high-end mining sensors and special instruments and equipment such as distributed optical monitoring, high-precision microseismic monitoring, and 3D laser scanning.
Strengthen the development and application of core equipment such as complete intelligent fast excavation equipment, intelligent drilling equipment, intelligent drilling equipment, 10-million-ton intelligent work surface comprehensive mining equipment, intelligent shoveling and transportation equipment, intelligent tailings filling equipment, unmanned intelligent drilling and blasting equipment, large-scale intelligent mining equipment for open pit mines, heavy-duty operation robots, and new unmanned mining vehicles.
By 2026, establish a complete intelligent mine standard system to promote the integration and exchange of mine data to achieve intelligent environmental sensing, intelligent system linkage, and intelligent warning of major disaster risks. The country's intelligent coal mine production capacity accounts for no less than 60%, the number of intelligent work surfaces accounts for no less than 30%, the normalized operation rate of intelligent work surfaces is not less than 80%, and the replacement rate of intelligent equipment or robots for dangerous and heavy duty jobs in coal mines and non-coal mines is not less than 30% and 20%, respectively. The number of underground workers in mines nationwide will be reduced by more than 10%, and a batch of no more than 50 workers will be built Chemical mines .
By 2030, establish a complete intelligent mining technology, equipment and management system to achieve deep integration and sharing of mine data, promote less manned and unmanned mine mining operations, effectively prevent and control major safety risks, and greatly improve the level of intrinsic mine safety.
Mining equipment related enterprises:
Sany International (00631): The company mainly conducts its business through two divisions. The mining equipment department is mainly engaged in the production and sale of coal machinery, non-coal mining, mining vehicles, robots and smart mining products and accessories, and related services. The logistics equipment department is mainly engaged in the production and sale of container equipment, general equipment and accessories, and the provision of related services. CITIC Construction Investment pointed out that in 2023, the company's mining equipment and petroleum equipment revenue grew steadily. Among them, large-scale mining trucks and wide-body vehicles benefited from overseas exports, and the growth rate was excellent. At the same time, benefiting from changes in product structure and regional structure, the gross margin of the company's main products increased, and it is optimistic that the company's performance will grow steadily in 2024 under global layout and product iteration.
Zheng Coal Machinery (00564): The company's coal machine business is the R&D, design, production, sales and service of comprehensive coal mining equipment, parts, and intelligent coal mining control systems, providing safe, efficient and intelligent first-class comprehensive coal mining technology, complete equipment solutions and services for global coal customers. The company is the absolute leader in the hydraulic support industry for coal mills, and is in a leading position in the industry in the intelligent integrated mining of coal mines. In 2023, the company successfully won the bid for the 10-meter super-high intelligent hydraulic support project in Caojiatan of Shaanxi Coal, setting a new level of global support and reflecting its competitive advantage as a leading scaffold. The company's smart mining business also continues to develop, and the development of new products and businesses such as smart mining and intelligent excavation is also continuing to advance.