The layout of new infrastructure is accelerated, and mine intelligence has become a development trend. Mine intelligent construction is based on mine automation
Achievements in informatization and digitization. Among them, the intellectualization of coal mine is the first to enter the initial stage. At present, the industrial chain of intelligent mine is comprehensively upgraded and the production mode is optimized, showing the dual trend of improving the adaptability of upstream parts and components and the exponential rise of downstream demand. Under the background of high prosperity in the upstream and downstream, the intellectualization mapped to the mine production link is imminent. Driven by “demand + supply”, the scale of intelligent mine market continues to expand.
With favorable weather, favorable location and harmonious people, there are three mountains for the development of intelligent mines. 1) Tianshi: intelligent mining industry with the help of policies
Prosperity continues to rise. The coal mine production industry with high complexity and risk promotes the production process to be less human and unmanned. Under the background of high profit growth, intelligence is one of the favorable ways to avoid the risk of strict safety accountability system. 2) Geographical advantage: provide technical support for the continuous evolution of IT infrastructure. The new generation of information technology solution system architecture promotes the construction of intelligent mines in the form of scientific and technological empowerment. Among them, Huawei released the joint solution of intelligent mine based on Kuang Hong, forming the overall architecture of “three 1 + N + 5” intelligent mine, so as to improve the intrinsically safe production level of mining enterprises. 3) Renhe: “saving expenditure + increasing income” urges enterprises to increase investment in intelligence. Cost saving: coal enterprises are faced with the dilemma of poor underground operation environment and recruitment difficulties. Intelligent mines have many advantages, such as reducing personnel and improving efficiency, few or unmanned operation, unattended and remote monitoring, so as to effectively reduce labor costs. Increasing income: after cracking down on hoarding and carrying out cost profit research, the coal price will return to the rational range. On the basis of stable coal price, intellectualization will help to improve mining output and increase enterprise income.
Investment suggestions:
The “demand + supply” of the upstream and downstream of the mine is flying together, combined with the policy to promote the formation of a positive “chemical reaction”, and the high landscape mapped to the intelligent mine has come. Combined with the characteristics of “rich coal, poor oil and less gas” in China, while coal has the characteristics of strategic reserve, refined and safe production and transportation will be the main line in the future. Covering corresponding companies in the industry for the first time and giving “recommended” ratings: Hefei Gocom Information Technology Co.Ltd(688367) , Chongqing Mas Sci.& Tech.Co.Ltd(300275) , Beijing Longruan Technologies Inc(688078) and Uroica Precision Information Engineering Co.Ltd(300099) ; It is recommended to pay attention to listed companies such as China Railway Signal & Communication Corporation Limited(688009) , Traffic Control Technology Co.Ltd(688015) and Tiandi Science & Technology Co.Ltd(600582) .
Risk warning: the promotion of intelligent mine is not as expected; The fluctuation of upstream coal price brings systemic risk; Repeated outbreaks pose the risk of delivery delays.
