Coal mine intellectualization is the core technical support for the high-quality development of coal industry. It is of great significance to reduce personnel, increase safety and improve efficiency in coal mines and promote the transformation of low-carbon energy. With the continuous release of smart mine policy dividends, the relevant principals of several listed companies, including Beijing Longruan Technologies Inc(688078) ( Beijing Longruan Technologies Inc(688078) . SH), Kodak automatic control (831832. BJ), Tiandi Science & Technology Co.Ltd(600582) ( Tiandi Science & Technology Co.Ltd(600582) . SH), said at the recent performance exchange meeting that the company's coal intelligent business has witnessed rapid growth thanks to the guidance and construction objectives put forward by the state for the development of coal mine intelligence. Under the condition of high growth in 2021, the company's performance is expected to continue to increase high in 2022.
several listed companies of deep ploughing intelligent coal mines achieved high performance growth
2022 new contract amount and full order
Beijing Longruan Technologies Inc(688078) ( Beijing Longruan Technologies Inc(688078) . SH) is a leading enterprise in coal mine intelligence. In 2021, the company achieved a year-on-year increase of 47.17% in operating revenue and 24.3% in net profit attributable to shareholders of listed companies Beijing Longruan Technologies Inc(688078) ( Beijing Longruan Technologies Inc(688078) . SH) the company added 391 million yuan of orders in 2021. The new orders in 2021 have increased by more than 141% year-on-year, and the order reserve is sufficient. Mao Shanjun, chairman of the company, said at the 2021 performance briefing that he believed that intelligent coal mining was still in its infancy and had a broad market space.
Ji Yangrui, general manager of the company, said: "in 2021, the company's intelligent mining industrial software achieved an operating revenue of 238 million yuan, accounting for 83.32% of the main business revenue, with a year-on-year increase of 60.19%. It is expected to achieve rapid growth in 2022."
According to the company, by the end of 2021, among the first 71 pairs of demonstration mines, the company's core products have been applied in more than 40 pairs of mines. On April 22, Beijing Longruan Technologies Inc(688078) the first quarterly report showed that the company achieved an operating revenue of 42.735 million yuan in the first quarter, an increase of 70.77% year-on-year; The net profit was 9.21 million yuan, a year-on-year increase of 216.82%.
Located in Shanxi, Keda automatic control (831832. BJ) has been deeply engaged in the field of intelligent mines for more than 20 years. It is the first listed company of Beijing stock exchange in Shanxi Province and the first share of intelligent mines of Beijing stock exchange. Fu Guojun, chairman of the company, introduced that in 2020, the development of intelligent mine construction began to accelerate under the promotion of various policies, and the industry is expected to maintain a rapid growth of 30% to 50% in the next 20 years.
As early as 2019, the company has signed a strategic cooperation with Huawei to jointly develop the application of "Kuang Hong" in the mining field. Huawei is responsible for the research and development of "Kuang Hong" basic software, and the company is responsible for the application development of "Kuang Hong" in the coal mining field, so as to finally realize the localization and replacement of the control system.
On April 20, Kodak automatic control released its first quarterly report. During the reporting period, the company achieved a revenue of 535784 million yuan, a year-on-year increase of 46.79%; The net profit attributable to the parent company was 6.8132 million yuan, turning losses into profits year-on-year. The company said that benefiting from the development tide of China's smart mine construction, the company has vigorously expanded its business outside the province on the basis of stabilizing its business in the province and obtained more orders.
Intelligent manufacturing of deep plough coal machine leads the intelligent development of coal mine. Tiandi Science & Technology Co.Ltd(600582) ( Tiandi Science & Technology Co.Ltd(600582) . SH) is one of the enterprises with the most complete industrial chain layout in the coal industry in the world. At the 2021 performance exchange meeting, Zhang Lin, general manager of the company, said: "the scale of China's coal mine intelligent market is expected to reach nearly trillion during the 14th Five Year Plan period. As a leading enterprise in coal mine intelligent technology, the company will participate in more than 60% of the construction and transformation of coal mine intelligent, so as to provide technical support for promoting the development of China's coal mine intelligent." In response to investors' questions about the company's reservations in the next 12 months, Tiandi Science & Technology Co.Ltd(600582) vice chairman Xiao Baogui said frankly that it is expected that the newly signed contract amount this year will increase by more than double digits compared with the previous year.
It is reported that Tianma Zhikong is a Tiandi Science & Technology Co.Ltd(600582) holding subsidiary, specializing in the R & D, production, sales and service of coal mine intelligent mining control technology and equipment. According to Securities Daily, Tianma Zhikong's main products include sac hydraulic support electro-hydraulic control system, SAP intelligent integrated liquid supply system and Sam fully mechanized mining automation control system, with an average market share of 40%. In 2021, Tianma Zhikong achieved a revenue of 1.55 billion yuan, a year-on-year increase of 33.6%, and a net profit of 371 million yuan, a year-on-year increase of 21%. In 2021, Tianma Zhikong has completed the shareholding system transformation and started the listing of science and innovation board.
intelligent coal mine includes three phased policy objectives
huge market space
In February 2020, the national development and Reform Commission and other eight departments studied and formulated the guiding opinions on accelerating the intelligent development of coal mines, and put forward specific goals for the intelligent development of coal mines at the national level for the first time. The opinions put forward three phased objectives for the intelligent development of coal mines: to build intelligent demonstration coal mines of various types and modes by 2021; By 2025, large-scale coal mines and coal mines with serious disasters will basically realize intellectualization, form a technical specification and standard system for intelligent construction of coal mines, realize intelligent decision-making and automatic coordinated operation of development and design, geological support, mining (stripping), transportation, ventilation, washing and logistics systems, Siasun Robot&Automation Co.Ltd(300024) operation of key underground posts, and intelligent continuous operation and unmanned transportation of open-pit coal mines; By 2035, all kinds of coal mines will be basically intelligent, and a coal mine intelligent system with intelligent perception, intelligent decision-making and automatic execution will be built.
The scale of intelligent mine market is huge. In 2021, the state organized and selected 71 demonstration coal mines, with a total production capacity of nearly 600 million tons / year and a planned investment of about 15.7 billion yuan. The construction is expected to be completed by the end of 2023. According to preliminary statistics, nearly 400 coal mines across the country are carrying out intelligent construction, with a total investment of more than 100 billion yuan, about 47 billion yuan has been completed, and 687 intelligent mining faces have been built. Taking Shanxi Province, which ranks first in coal production in China, as an example, Wang Maosheng, deputy director of Shanxi Provincial Energy Bureau, said, "in 2022, Shanxi will build 20 intelligent coal mines and 500 intelligent mining faces."
Guotai Junan Securities Co.Ltd(601211) research report believes that the continuous introduction of coal mine intelligence policies of various ministries and commissions, the acceleration of concentration in the coal industry, the substantial improvement of profits of coal enterprises, Huawei's entry into the Bureau and opening up the Internet platform architecture standards of the coal industry have driven the acceleration of China's coal mine intelligence construction. By the end of 2021, 813 intelligent mining faces have been built in China, with a penetration rate of less than 5%. The industry is still in the early stage of development. We conservatively estimate that the potential construction scale of coal mine intellectualization can reach 274.3-374.5 billion yuan, and the investment scale will reach 91.3-125.5 billion yuan during the 14th Five Year Plan period alone, with huge market space.
Ping An Securities analyst told the associated press that the era of smart mine is coming. From the perspective of market potential, the market scale of stock coal mine reconstruction will reach trillions, including about 800 billion yuan of intelligent equipment market and about 200 billion yuan of infrastructure and integrated platform market related to intellectualization. At present, the scale of intelligent mine market is less than 10 billion yuan, and there is huge growth space.
