路凯智行创始人兼董事长谢意：无人矿卡迎发展拐点 与生态伙伴抱团出海

Core Insights - The article discusses the growth and international expansion of small and medium-sized enterprises (SMEs) in China, particularly in the unmanned mining vehicle sector, highlighting the strategic opportunities and technological maturity in the industry [2][4]. Industry Overview - The global autonomous mining market is projected to reach $18.27 billion by 2030, indicating significant growth potential [2][4]. - The demand for unmanned mining solutions is driven by labor shortages, low efficiency, and safety concerns in mining operations, with a notable decline in employment from 6.36 million in 2013 to 3.29 million in 2023 [3][4]. Company Strategy - Beijing Lukai Zhixing Technology Co., Ltd. is focusing on international projects in South America, Africa, and Australia, with plans to launch two projects in South America within the year [2][4]. - The company emphasizes collaboration with ecological partners to navigate local regulations, cultural differences, and competition, prioritizing reliable partnerships over geographical selection [5]. Market Challenges - Overseas mining projects face additional operational challenges, including geopolitical tensions and unstable political environments, increasing the demand for unmanned technology to enhance safety and efficiency [4][5]. Competitive Advantage - Domestic companies have a cost advantage with their 90-100 ton unmanned mining vehicles, which are significantly cheaper than the 200-ton models from foreign competitors [6]. - The ability to provide customized solutions and rapid response to client needs is a core competitive strength for domestic firms [6]. Capital and Investment - The unmanned mining sector is experiencing a surge in investment, with over 1.2 billion yuan raised in the second quarter of 2025 alone [7]. - Industry capital plays a crucial role in supporting technology transfer, market expansion, and integration within the supply chain, with local government funds showing a willingness to invest in compatible SMEs [7]. Market Dynamics - The demand for unmanned mining vehicles is rapidly increasing, with various companies competing in technology, funding, and project execution [8]. - The focus for companies is on sustainable growth through project-based development rather than aggressive market capture, with an emphasis on delivering high-cost performance products and services [8].