The notice on comprehensively carrying out the promotion and construction of “electronic seals” in coal mines issued by the State Administration of mine safety stipulates that “electronic seals” shall be built in all registered coal mines in China. By installing cameras, image analysis terminals and other equipment in key locations of coal mines, intelligent video recognition and other technologies shall be used to monitor and analyze the personnel entering and leaving the mine in real time Changes in the number of people and the production and operation status of the coal mine, timely discover the abnormal dynamics of the coal mine, automatically generate and push alarm information, and realize all-weather remote monitoring. Before the end of March 2022, the construction and networking of “electronic seals” of all registered coal mines shall be completed to realize full coverage of online supervision.
Huaxi Securities Co.Ltd(002926) Liu Jing pointed out that according to the rough calculation of a one-time investment of 50-200 million per coal mine (based on the target of 4000 coal mines in 2022), the future market scale will be 200-800 billion, and the market of hundreds of billions of smart mines will gradually set sail.
According to the theme database of financial Associated Press, among the relevant listed companies:
Chongqing Mas Sci.& Tech.Co.Ltd(300275) is at the forefront of the industry in the field of safety monitoring of smart mines. There are mature solutions and products related to electronic seals. At present, relevant businesses are in normal development.
Hanwei Electronics Group Corporation(300007) said on the interactive platform that the nb-iot intelligent door magnetic detector, also known as the “electronic seal” of the Internet of things, a subsidiary of Weiguo technology, covers many provinces and cities in China. Based on the Internet of things, it integrates door opening prompt, triggering alarm and remote supervision.
