The national work safety plan of the 14th five year plan was issued to clarify the safety objectives of mine production. On April 12, the work safety committee of the State Council issued the national work safety plan for the 14th five year plan, put forward specific requirements for mechanization and intellectualization of coal mines and non coal mines, and set the goal of “reducing the death rate of production safety accidents by 20% and the death rate of one million tons of coal mines by 10% among 100000 employees in industry, mining and trade”.
Taking prevention and containment of major accidents as the starting point, comprehensively promote the intelligent construction of mines. The hidden dangers of accidents and safety risks in various mines in China are intertwined and superimposed. The problems of small, scattered and disorderly mines still exist. The degree of mechanization, automation and informatization is not high, and the adjustment and optimization of industrial layout and structure are not in place. Mine safety production is in a critical period of climbing over the slope and overcoming difficulties. Based on the concept of safe development, the government is determined to curb major accidents and reduce the total number of accidents, and strive to promote the modernization of work safety management system and management capacity. In terms of coal mines, we will implement advanced and accurate treatment for major coal mine disasters such as rock burst, coal and gas outburst and water disaster, and strictly implement the measures of “one excellence and three reductions” in coal mines; In terms of non coal mines, we have predicted and prevented major disasters such as ground pressure disasters, dam break of tailings pond and slope collapse, implemented total amount control of tailings pond, and comprehensively promoted mechanized mining and intelligent construction of coal mines and non coal mines.
Give priority to the development of risk monitoring and early warning equipment, and focus on improving the mechanization and automation level of dangerous process equipment. The technical barrier of mine intelligent equipment is high, and there is strong isolation between production links such as design plan, excavation and mining, lifting and transportation, production assistance and ore washing. Most companies focus on the research and development of equipment in a single field. According to the policy guidelines, the companies such as Chongqing Mas Sci.& Tech.Co.Ltd(300275) , Beijing Longruan Technologies Inc(688078) , Keda automatic control, etc. occupy a high market share in the intelligent monitoring, early warning and prevention of major disasters in coal mines and non coal mines that are given priority to development; Focusing on the development of accurate underground positioning of coal mines and unmanned and intelligent underground auxiliary transportation, Hefei Gocom Information Technology Co.Ltd(688367) and other companies have obvious competitive advantages; For the mechanized construction of coal mines and non coal mines, the large-scale fully mechanized mining equipment required is mainly provided by Zhengzhou Coal Mining Machinery Group Co.Ltd(601717) , Tiandi Science & Technology Co.Ltd(600582) , Sany international and other companies. The intelligent transformation of existing mines and new mines provide continuous orders for smart mine companies to accelerate and maintain the overall high prosperity of the industry.
Investment suggestion: the state has improved the safety production laws and regulations system with the safety production law as the core, and accelerated the overall promotion of the legislative process of the coal mine safety regulations. It can be seen that the state’s attention to mine safety production and its determination to promote the intelligent construction of mines have further increased the certainty of the construction of smart mines. The smart mine industry has entered a stage of rapid development and has broad market prospects. Key recommendations include Chongqing Mas Sci.& Tech.Co.Ltd(300275) , Hefei Gocom Information Technology Co.Ltd(688367) , Beijing Longruan Technologies Inc(688078) , Uroica Precision Information Engineering Co.Ltd(300099) , Zhengzhou Coal Mining Machinery Group Co.Ltd(601717) , Tiandi Science & Technology Co.Ltd(600582) and China Coal Energy Company Limited(601898) .
Risk warning: the promotion of intelligent mine is not as expected; The profitability of coal enterprises decreased; Repeated outbreaks have led to delays in delivery.
