证券日报网讯12月2日，天地科技（600582）在互动平台回答投资者提问时表示，公司积极将煤矿领域 优势向非煤矿山拓展，取得一定成效，部分非煤业务已实现技术与产品的落地，如采煤机向铝土矿拓 展，掘进机向钾盐矿、金矿等非煤矿山拓展等。 ...

Core Insights - The mining transportation equipment market is experiencing significant growth, with the market size expected to increase from 172.9 billion yuan in 2020 to 226.3 billion yuan in 2024, representing a growth in market share from 29.49% to 30.72% of the overall mining equipment sector [1][3][4]. Industry Definition and Classification - Mining equipment is specialized machinery used for mineral extraction, processing, and exploration, categorized into excavation equipment and transportation equipment, with the latter being crucial for transporting ore, waste, and personnel within mining sites [2][3]. Current Development Status - The demand for mining transportation equipment is rising due to the need for more efficient and reliable material transfer systems between mines and processing plants, with projections indicating a market size of 241.6 billion yuan by 2025 [3][4]. Industry Chain - The upstream of the mining transportation equipment industry includes raw materials like steel and non-ferrous metals, as well as core components such as hydraulic systems and electrical control systems. The midstream involves manufacturing and integration of transportation equipment, while the downstream applications span coal mining, metal mining, and large-scale construction [5][6]. Competitive Landscape - The global mining transportation equipment market features prominent international manufacturers such as Hitachi Construction Machinery, Komatsu, and Liebherr, while domestic players include SANY Heavy Industry, Shandong Mining Machinery, and XCMG [7][8]. Development Trends - The industry is moving towards automation, electric drive systems, and environmentally friendly solutions, with a focus on sustainable development and reduced environmental impact through the use of green conveyor belts and equipment [10].

内容概要：随着国家能源安全战略的持续推进，煤炭作为基础能源的保障作用持续凸显，为保障能源安 全，大型煤矿的产能建设与技术改造持续推进，不论晋陕蒙等煤炭主产区的规模化开采，还是南方部分 新兴煤矿区的开发，都对高效、可靠的掘进机有持续且稳定的需求，此外，存量掘进机中服役多年的老 旧设备面临更新换代，形成稳定的置换市场需求，庞大的市场需求带动我国煤矿掘进机行业市场规模持 续扩容，据统计，2024年我国煤矿掘进机行业市场规模达46.3亿元，同比增长11.03%。 上市企业：三一国际（00631.HK）、冀凯股份（002691）、林州重机（002535）、山东矿机 （002526）、徐工机械（000425）、铁建重工（688425）、创力集团（603012）、天地科技 （600582）、兖矿能源（600188） 相关企业：沈阳北方交通重工集团有限公司、大同市同华矿机制造有限责任公司、中国煤炭科工集团有 限公司、太原重型机械集团有限公司、石家庄煤矿机械有限责任公司 关键词：煤矿掘进机发展历程、煤矿掘进机市场政策、煤矿掘进机产业链图谱、煤矿掘进机市场规模、 煤矿掘进机竞争格局、煤矿掘进机发展趋势 煤矿掘进机是用于在煤矿井下 ...

内容概要：矿山设备是矿山开采作业中必不可少的现代化工具之一。矿产资源作为一种重要的基础能 源，在社会经济发展中起着举足轻重的作用。近年来，社会经济的飞速发展，对能源的需求日益增大， 促使矿产资源得到不断开发和挖掘，全球矿山设备安装市场逐渐发展壮大。据统计，2024年全球矿山设 备市场规模增长至7368亿元，其中，挖掘设备占49.14%，运输设备占30.72%，辅助机械占20.14%；预 计2025年全球矿山设备市场规模将增长至7759亿元。其中，挖掘设备占48.84%，运输设备占31.14%， 辅助机械占20.02%。 上市企业：三一重工[600031]、山东矿机[002526]、天地科技[600582]、郑煤机[601717]、徐工机械 [000425.SZ]、同力重工[834599]、中信重工[601608]、山东矿机[002526]、中联重科[000157] 相关企业：卡特彼勒公司（Caterpillar,Inc.）、小松株式会社（KomatsuLtd.）、山特维克SandvikAB、安 百拓集团EpirocGroup、美卓公司MetsoCorporation、日立建机株式会社、伟尔集团WeirGrou ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 兖矿能源集团股份有限公司，成立于1997年，位于济宁市，是一家以从事煤炭开采和洗选业为主的企 业。企业注册资本1003986.0402万人民币。通过天眼查大数据分析，兖矿能源集团股份有限公司共对外 投资了61家企业，参与招投标项目5000次，财产线索方面有商标信息298条，专利信息2326条，此外企 业还拥有行政许可48个。 天地科技股份有限公司，成立于2000年，位于北京市，是一家以从事科技推广和应用服务业为主的企 业。企业注册资本413858.8892万人民币。通过天眼查大数据分析，天地科技股份有限公司共对外投资 了29家企业，参与招投标项目1959次，财产线索方面有商标信息33条，专利信息1888条，此外企业还拥 有行政许可19个。 国家知识产权局信息显示，中煤科工开采研究院有限公司、兖矿能源集团股份有限公司、天地科技股份 有限公司取得一项名为"立柱及支护系统"的专利，授权公告号CN116104552B，申请日期为2022年12 月。 天眼查资料显示，中煤科工开采研究院有限公司，成立于2020年， ...

Core Viewpoint - The coal industry in China is experiencing stable growth, driving demand for scraper conveyors, with a projected market size of 3.38 billion yuan in 2024, reflecting a year-on-year growth of 11.92% [1][10]. Market Policy - The Chinese government has implemented various policies to support the development of the coal machinery industry, including safety production guidelines and plans for intelligent mining construction, creating a favorable environment for the scraper conveyor industry [5][6]. Industry Chain - The upstream of the scraper conveyor industry includes suppliers of raw materials like steel and copper, as well as key components such as motors and chains. The midstream involves design, research, and production, while the downstream applications primarily focus on coal mining and other sectors like metallurgy and construction [7][9]. Current Development - The demand for scraper conveyors is increasing due to the stable growth of coal production, with a projected coal output of 4.759 billion tons in 2024, a 2.17% increase year-on-year. The aging equipment replacement cycle is expected to release significant market demand [1][9][10]. Competitive Landscape - The scraper conveyor market in China is highly concentrated, with the top 50 coal machinery companies producing 1,207 units, accounting for 76.78% of the total. Companies with technological advantages are expected to gain a competitive edge as industry standards rise [12][13]. Development Trends - Future developments in the scraper conveyor industry will focus on integrating technologies such as IoT and AI for smarter operations, alongside a push for greener practices in line with carbon reduction strategies [14][15].

Investment Rating - The investment rating for the coal mining industry is "Positive" [2] Core Viewpoints - The report indicates that the coal industry is at the beginning of a new upward cycle, with a resonance between fundamentals and policies, making it an opportune time to accumulate coal stocks on dips [12][13] - The report highlights a tight supply situation, with coal prices stabilizing at a new platform, and emphasizes the high profitability, cash flow, and dividend yield of quality coal companies [12][13] - The report suggests that the coal sector is undervalued and has potential for valuation enhancement, with a focus on high dividend yields and cyclical elasticity [12][13] Summary by Sections Coal Price Tracking - As of November 22, the market price for Qinhuangdao port thermal coal (Q5500) is 827 RMB/ton, unchanged from the previous week [28] - The price for thermal coal from Shanxi at the pit head is 780 RMB/ton, up by 15 RMB/ton week-on-week [28] - International thermal coal prices have seen slight increases, with Newcastle thermal coal at 86.5 USD/ton, up by 1.5 USD/ton [28] Supply and Demand Tracking - The capacity utilization rate for sample thermal coal mines is 91.5%, an increase of 0.3 percentage points week-on-week [46] - Daily coal consumption in 17 inland provinces has increased by 14.7 thousand tons/day, a rise of 4.37% week-on-week [12] - The report notes that the daily coal consumption in 8 coastal provinces has also risen by 7.5 thousand tons/day, up by 4.18% week-on-week [12] Coal Inventory Situation - Coal inventories in coastal provinces increased by 25.5 thousand tons week-on-week, while inland provinces saw an increase of 89.1 thousand tons [12] - The report indicates a decrease in available days of coal supply in both coastal and inland regions [12] Company Performance - The report emphasizes the strong performance of companies like China Shenhua, Shaanxi Coal and Chemical Industry, and others, which are expected to maintain stable operations and robust earnings [13] - It also highlights companies with higher elasticity such as Yanzhou Coal Mining Company and others, suggesting they are worth monitoring [13]

相关企业：西安煤矿机械有限公司、中国煤矿机械装备有限责任公司、太原重型机械集团煤机有限公 司、山西天地煤机装备有限公司、中煤科工集团上海有限公司、石家庄煤矿机械有限责任公司、三一重 型装备有限公司 一、概述 采煤机是煤矿井下采煤工作面用于开采煤炭的机械设备，它能够实现对煤层的切割、落煤，并将采下的 煤炭装入刮板输送机，采煤机的应用大大提高了煤炭开采的效率和安全性，是现代化采煤工艺中的核心 设备之一。 关键词：采煤机发展历程、采煤机市场政策、采煤机产业链图谱、采煤机市场规模、采煤机竞争格局、 采煤机发展趋势 内容概要：采煤机可配合液压支架、刮板输送机等设备协同作业，大幅替代人工采煤，显著提升采煤效 率、产量与作业安全性，是实现煤矿井下机械化采煤的核心设备，我国作为全球最大煤炭生产国，采煤 机市场需求庞大，据统计，2024年我国采煤机行业市场规模达43.2亿元，同比增长11.63%。 相关上市企业：中创智领（601717）、兖矿能源（600188）、天地科技（600582）、林州重机 （002535）、创力集团（603012） 根据工作机构的不同，采煤机主要分为滚筒式采煤机和刨煤机，其中，滚筒式采煤机应用最为广泛 ...

Investment Rating - The investment rating for the coal mining industry is "Positive" [2] Core Viewpoints - The current phase is seen as the beginning of a new upward cycle for the coal economy, with a resonance between fundamentals and policies, making it an opportune time to accumulate coal sector investments [4][12] - The coal price is expected to rise due to factors such as cold weather and low inventory levels at ports, which may drive demand quickly [4][12] - The coal sector remains undervalued, with a strong potential for price recovery and high dividend yields, making it a favorable investment opportunity [4][12] Summary by Sections Coal Price Tracking - As of November 15, the market price for Qinhuangdao port thermal coal (Q5500) is 827 CNY/ton, up 19 CNY/ton week-on-week [3][29] - The price for coking coal at Jing Tang port is 1830 CNY/ton, an increase of 30 CNY/ton week-on-week [3][31] Supply and Demand Tracking - The capacity utilization rate for thermal coal mines is 91.2%, up 0.1 percentage points week-on-week, while for coking coal it is 86.28%, up 2.5 percentage points [4][12] - Daily coal consumption in inland provinces increased by 12.3 thousand tons/day (+3.8%), while consumption in coastal provinces decreased by 8.0 thousand tons/day (-4.26%) [4][12] Inventory Situation - Coal inventory in coastal provinces increased by 464 thousand tons week-on-week, while inland provinces saw an increase of 2.517 million tons [4][12] Company Performance - The coal sector's performance is highlighted by companies such as China Shenhua, Shaanxi Coal and Chemical Industry, and Yanzhou Coal Mining Company, which are noted for their stable operations and strong earnings [13][14]

Group 1 - The company, Tiandi Technology (600582.SH), has stated on its investor interaction platform that it has not yet engaged in the Yaxia hydropower project [1]