SHANTUI(SZ:000680) Qi Lu Wan Bao·2025-09-01 14:38Core Insights - Artificial intelligence (AI) is a strategic technology leading a new wave of industrial transformation, particularly in the construction machinery sector, with Shantui as a key player in this evolution [1][2] Group 1: AI Integration in Construction Machinery - Shantui, the leading bulldozer brand in China, holds over 60% of the market share and is currently developing the world's first AI bulldozer, which is being utilized in significant projects like the Taiping Reservoir [1] - The AI bulldozer can achieve precise leveling with an error margin of within 3 cm, significantly improving efficiency by doubling operational hours and allowing for night work [1][2] Group 2: Industry Collaboration and Innovation - The development of the AI bulldozer involved collaboration with over 100 member units in the "Shandong Engineering Machinery Intelligent Equipment Innovation and Entrepreneurship Community," which facilitated rapid design and resource allocation [2] - Shantui's innovation includes advancements in electronic components and circuit board requirements, necessitating multiple iterations for successful hardware integration [2][3] Group 3: Market Impact and Future Vision - The AI bulldozer was launched on June 19, 2023, overcoming 32 key technological challenges, and is already operational in major projects such as the Rizhao-Weifang High-Speed Railway and Guangdong Yun Sulfide Mining [3] - The future vision includes a fully automated fleet of construction machinery that can operate collaboratively, reducing the need for human intervention and enhancing operational efficiency [3]