博雷顿董事长陈方明:围绕“智能”发展 叩开矿山“系统智能化”大门

Core Insights - The core viewpoint of the articles is that Boreton Technology Co., Ltd. is accelerating its development in the capital market by launching the "9M145E unmanned mining truck," which represents a significant shift towards system intelligence in mining operations [1][2]. Group 1: Product Development - The "9M145E unmanned mining truck" is designed with a focus on unmanned operation, featuring a restructured vehicle architecture that eliminates the driver's cabin and optimizes the mechanical structure and power system [1]. - This new product enhances vehicle stability and consistency, making it suitable for heavy-load, long-cycle, and all-weather mining operations [1]. - The transition from "local automation" to "system intelligence" in mining production is marked by this product launch, indicating a pivotal development in the industry [1]. Group 2: Data-Driven Operations - Boreton's scheduling system replaces traditional methods with data-driven global optimization, addressing issues like queuing, waiting, and route switching that affect productivity [2]. - The integration of real-time operational data into a smart scheduling system enhances monitoring and forecasting of operational risks, equipment loads, and work conditions [2]. - This "digital transparency" is becoming a new foundation for mining governance, reducing human uncertainty and management blind spots [2]. Group 3: Efficiency and Workforce Impact - The end-to-end autonomous driving technology achieves efficiency levels comparable to human operators, with the potential to significantly reduce the number of drivers needed [3]. - The goal is to manage hundreds of autonomous vehicles with a minimal workforce, thereby improving overall operational efficiency in mining [3]. Group 4: Industry Transformation - The smart transformation of mining is reshaping the industry structure, with equipment manufacturers evolving from hardware providers to system capability providers [3]. - There is a shift in talent demand from driving and operation roles to system management and digital governance [3]. - The integration of mechanical, energy, algorithmic, and management capabilities is essential for achieving mining automation [3]. Group 5: Future Strategy - Boreton plans to focus on intelligent vehicles, with all new models supporting unmanned driving starting next year, utilizing a drive-by-wire chassis [4]. - By 2026, all self-manufactured mining trucks will support unmanned driving, designed to lower costs and facilitate customer upgrades without the need for vehicle replacement [4]. - The company's products leverage innovative technologies such as dual-vision and full-spectrum fusion, ensuring high safety performance and low maintenance costs [4].