The application of autopilot scene has become a hot issue due to the rapid development of the field of autopilot. Intelligent mining, as an emerging field, is supported by local governments and concerned by mineral resource groups, mine truck enterprises and intelligent manufacturing enterprises. This report mainly answers the recent concerns of the intelligent mine automatic driving industry, mainly involving: 1) the value of intelligent mine automatic driving; 2) The current commercialization of intelligent mine autopilot; 3) Future development trend of intelligent mine automatic driving
What is the value of intelligent mine automatic driving?
China is rich in mineral resources and has huge reserves. By the end of 2020, 173 kinds of minerals have been found in China. The huge reserves have driven the expansion of the transportation market and the increase of the demand for unmanned mining vehicles; In the mineral field that has begun to develop self driving mining vehicles, the reserves and output of coal in 2020 are the largest, 162.29 billion tons and 3.9 billion tons respectively, with an increasing trend year by year, which is suitable for the development of self driving mining vehicles for earthwork and stone transportation; The proportion of large mines in China continues to increase. In 2018, large mines accounted for 7.4% of the number of mines in China, with an annual compound growth rate of 11%. The increase of the proportion of large mines is conducive to the deployment of automatic driving schemes
There are two major pain points in the work of mining areas in China: low safety and high labor cost. Self driving mine car can reduce the number of operators and improve safety. From January to October 2021, 311 accidents occurred in mines across the country, with 445 deaths; There are many accidents in mining areas in Inner Mongolia, Yunnan, Liaoning, Guangxi, Shaanxi and Guizhou, accounting for 47.6%. In addition, the death toll in mining areas in Inner Mongolia is the highest in China, with a total of 37 people. For the problem of labor cost, driverless mining trucks can save manpower and effectively solve this problem. Jchx Mining Management Co.Ltd(603979) after the implementation of the intelligent mine scheme, the labor cost per ton has decreased by 72.8%
What is the current commercialization of intelligent mine autopilot?
Since the successful offline of China’s first driverless electric wheel mining vehicle nte120at developed by Inner Mongolia North Hauler Joint Stock Co.Ltd(600262) company in 2019, China has become the third country in the world to set foot in the field of driverless mining vehicles after the United States and Japan. By 2020, the smart mining area has been tested and put into trial operation in Inner Mongolia, Henan, Anhui and other provinces, but it has not officially started commercial operation, and the degree of commercialization is low. The mining area is a scene where automatic driving technology is easy to land. The mining area is closed, the speed of unmanned mining vehicles is low, the driving route is fixed, the work is repeated, and it is easy to lay unmanned network. What is the future development trend of intelligent mine automatic driving?
Under the influence of government support, technological progress and the gradual improvement of the commercialization of mining vehicles, and the gradual improvement of the commercialization of mining vehicles, China’s smart mine automatic driving market will grow rapidly after 2021. It is expected that the market scale is expected to exceed 100 billion by 2025, with a compound growth rate of 11.5%
