Investment Rating - The report does not provide a specific investment rating for the mining autonomous driving industry [4]. Core Insights - The mining autonomous driving technology is crucial for the construction of smart mines, enhancing operational safety, efficiency, and economic viability through highly automated systems [4][5]. - The industry is supported by national policies and has achieved commercial application in open-pit mines, although it faces challenges such as high technical barriers and the need for automation and environmental adaptability [4][39]. - The market size is rapidly growing, with a compound annual growth rate (CAGR) of 144.98% from 2022 to 2023, and projected to reach approximately 123.96 billion yuan by 2028 [36][38]. Industry Definition - Mining autonomous driving refers to the application of unmanned driving technology in mining scenarios, enabling vehicles to navigate and transport autonomously without drivers [5][7]. Industry Classification - The mining autonomous driving industry can be classified based on application scenarios (open-pit and underground), vehicle types (mining trucks and engineering machinery), power types (diesel and new energy), and operation modes (remote control and fully autonomous) [7][9]. Industry Characteristics - The industry is characterized by high technical barriers, significant policy-driven support, and strong market demand [13][14][15]. Development History - The industry has evolved through three stages: the nascent stage (1970-1990), the initiation stage (1991-2018), and the rapid development stage (2019-2024), currently experiencing accelerated growth due to advancements in technology and policy support [16][18]. Market Size - The market size of the mining autonomous driving industry grew from 1.019 billion yuan in 2022 to 2.496 billion yuan in 2023, with expectations to reach 3.164 billion yuan in 2024 [36][38]. Industry Chain Analysis - The industry chain consists of upstream suppliers providing key technology components, midstream solution providers and equipment manufacturers, and downstream mining owners and engineering companies [21][25]. Competitive Landscape - The competitive landscape features a tiered structure, with leading global companies like Caterpillar and Komatsu in the first tier, followed by Chinese companies such as Zhongke Huituo and Taga Zhixing in the second tier [54][55].
企业竞争图谱：2024年矿区无人驾驶 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-07-08 12:31