易控智驾冲港股IPO，无人矿卡有望迈入爆发期

Investment Rating - The report assigns an industry investment rating of "Leading the Market-A" for the truck industry, indicating an expected price increase exceeding the benchmark index by more than 10% [11]. Core Insights - The truck industry has experienced significant growth, particularly in the segment of autonomous mining trucks, with a compound annual growth rate (CAGR) of over 300% in revenue over the past three years for the company Easy Control Intelligent Driving [5]. - The demand for autonomous mining trucks is expected to surge, with sales penetration projected to rise from approximately 6% in 2024 to over 50% by 2030, reflecting explosive growth in the market [7]. - The global market for autonomous mining solutions is anticipated to grow from $700 million in 2024 to $8.1 billion by 2030, with a CAGR of 51% [7]. Summary by Sections Market Performance - The report highlights that Easy Control Intelligent Driving has deployed over 1,400 autonomous mining trucks across 24 mining sites, with significant partnerships with leading companies in the industry [5]. - The company’s revenue for 2022, 2023, and 2024 is projected to be 59.917 million yuan, 271 million yuan, and 986 million yuan, respectively, showcasing a robust growth trajectory [5]. Competitive Landscape - The traditional mining truck market is characterized by intense competition, dominated by major players such as Caterpillar and Komatsu, which hold over 90% of the global market share [6]. - The shift towards autonomous mining trucks presents a substantial opportunity for domestic companies to replace traditional models, driven by advancements in technology and the push for smart manufacturing [6]. Future Outlook - The report suggests that the large-capacity, efficient, and low-energy consumption of new energy autonomous mining trucks will create numerous growth opportunities as their market penetration increases [7]. - Key companies to watch in this sector include Easy Control Intelligent Driving, Xidi Intelligent Driving, and Northern Shares [7].