证券日报网讯1月23日，北路智控（301195）在互动平台回答投资者提问时表示，公司目前在矿山无人 驾驶领域的核心技术系统，包括智能驾驶系统、智能调度系统、云控平台及相关核心传感器等，均已实 现自主生产，并在陕煤集团、兴发集团（600141）(磷矿)等客户处有试点或落地。此外，公司已于2025 年7月21日发布公告，计划投资建设矿山智能驾驶产业化基地项目，重点推进矿山无人驾驶系列产品的 研发升级与规模化量产。关于公司财务业绩的具体情况，请您以公司正式发布的定期报告为准。公司将 持续推进技术与业务发展，努力提升长期价值。 ...

近日，新疆准东经济技术开发区管理委员会（简称"准东经开区"）与上汽集团旗下上汽红岩汽车有限公 司、上海友道智途科技有限公司正式签署战略合作框架协议。三方将聚焦矿山无人驾驶规模化应用、智 能装备制造基地建设及区域营运网络布局，共同建设年产能1000台的无人矿卡一体化项目，同步设立辐 射新疆全域的无人矿卡区域营运中心。 ...

矿山无人驾驶技术迈入规模化效益释放阶段 【环球网科技报道 记者 张阳】当前正值全国冬季能源保供关键期，在新疆、内蒙古等地的大型露天煤矿，一批"无人驾驶矿卡"正穿梭于严寒之中，成为保 障煤炭稳定供应的智能运输主力。1月14日，国内领先的矿山无人驾驶企业易控智驾在京举办"领步矿野，智驭山河"年度成果发布会，全面展示2025年中国 无人矿卡行业的技术突破、产业落地与全球拓展进展。 矿卡无人驾驶系统（著山3.0）是一套单车智能为主，云端统筹调度融合的分布式智能系统，通过部署无人驾驶矿卡提升运营效率。该方案可适应煤矿、金 属矿及非金属矿等多种作业环境，并可在各类复杂作业条件下稳定运行。配合智慧矿山数智化解决方案（暮野1.0），可增强本质安全，提升生产效率，加 速现代矿业的数字化转型。 云、车、端深度协同，创造了连续6年超9000万公里"零伤亡事故"的行业安全纪录，持续践行"无人则安、少人则安"的安全理念。针对不同矿种、矿区的工 况特点，易控智驾无人矿用卡车方案已适配60+车型，在同一套技术栈下支持"千台级"需求。 尤为引人注目的是，随着技术可靠性与运营效率获得客户广泛认可，易控智驾正加速向"轻资产"模式转型。据其招股书 ...

Core Viewpoint - 易控智驾 is positioned as the leading L4 autonomous driving company in China, particularly in the mining sector, with significant revenue growth and market share [2][3]. Group 1: Company Overview - 易控智驾 was established in 2018 and focuses on L4 autonomous driving solutions for the mining industry, being one of the early entrants in the autonomous mining transportation field [2]. - As of September 30, 2025, 易控智驾 has approximately 2,300 active autonomous mining trucks, making it the largest provider of autonomous mining solutions in China [2]. Group 2: Financial Performance - For the first three quarters of 2023, 易控智驾 reported a revenue of 921 million yuan, representing a year-on-year growth of 103.76%, nearing the projected total revenue for 2024 [3]. - The revenue figures for 易控智驾 from 2022 to 2024 are 60 million yuan, 271 million yuan, and 986 million yuan, respectively, indicating a compound annual growth rate (CAGR) of 305.8% [3]. Group 3: Market Position and Expansion - 易控智驾 holds approximately 49.2% market share in the autonomous mining solutions sector in China, ranking first in the industry by revenue for 2024 [2]. - The company has deployed its solutions in seven out of the twelve largest open-pit coal mines in China, maintaining a 100% retention rate among all end customers for three consecutive years [2]. Group 4: Technological Advancements and Global Expansion - In December 2025, 易控智驾 achieved a milestone in Australia by successfully conducting the first "safety officer off-board" routine test, demonstrating the capability of its autonomous systems to operate without in-vehicle monitoring [4]. - The global market for autonomous mining solutions is projected to grow from $700 million in 2024 to $8.1 billion by 2030, with the Australian market expected to exceed $2.7 billion by 2030 [4]. Group 5: Future Plans and Funding - 易控智驾 plans to use the net proceeds from its IPO to enhance software and hardware development, support global business expansion, and seek strategic investments and acquisitions [5].

Core Viewpoint - Zhongguancun Technology Leasing (01601) has entered into an equipment procurement contract with Shanghai Bolai Intelligent Technology Co., Ltd. for the purchase of 30 electric unmanned wide-body mining trucks for a total consideration of RMB 73.5 million, which aligns with the company's strategic development in the mining autonomous driving sector [1] Group 1 - The total consideration for the procurement contract, including value-added tax, is RMB 73.5 million [1] - The fair value of the assets being acquired is also RMB 73.5 million [1] - The seller does not separately account for the pre-tax and post-tax profits of the assets [1] Group 2 - The equipment procurement contract is established in the course of the company's general and daily business operations [1] - This contract is expected to leverage the strengths of both parties and enhance the company's market share in the mining autonomous driving leasing market [1] - The agreement is in line with the company's business development strategy [1]

Core Viewpoint - Zhongguancun Technology Leasing (01601) has entered into a contract to purchase 30 electric unmanned wide-body mining trucks from Shanghai Berai Intelligent Technology Co., Ltd. for a total consideration of RMB 73.5 million, including VAT [1] Group 1: Contract Details - The equipment procurement contract was signed on December 29, 2025, and the total consideration for the assets is RMB 73.5 million [1] - The fair value of the assets being acquired is also RMB 73.5 million, which consists of 30 electric unmanned wide-body mining trucks sold by the seller in China [1] - The seller does not separately account for the pre-tax and post-tax profits of the assets [1] Group 2: Strategic Implications - The contract was established as part of the company's general and daily business operations [1] - Entering into this equipment procurement contract is expected to leverage the strengths of both parties and enhance the company's market share in the mining unmanned driving leasing market [1] - This move aligns with the company's business development strategy [1]

Core Viewpoint - The article highlights the emergence of "driverless + pure electric" mining trucks as a new trend in the mining industry, emphasizing their advantages in automation and environmental sustainability [1][6]. Group 1: Industry Trends - A series of new mining trucks have been launched this year, featuring a design without a driver's cabin and powered entirely by electricity, leading the trend of driverless operations in mines [1][6]. - The demand for mining trucks in China's open-pit coal mines remains around 30,000 units annually, with a shift towards electric/hybrid and intelligent solutions driven by policies, safety, environmental concerns, and new energy [5][6]. Group 2: Technological Advancements - The latest driverless mining trucks are equipped with large-capacity battery systems, such as a 564 kWh battery that can carry 90 tons for approximately 60 kilometers on a full charge, replacing 15,000 tons of diesel annually and reducing CO2 emissions by 48,000 tons [6]. - The design of driverless trucks eliminates the driver's cabin, allowing for increased battery capacity and advanced computational power, which enhances automation capabilities in complex mining environments [6][10]. Group 3: Performance and Efficiency - Electric mining trucks offer natural advantages in control response, with electric motors providing instantaneous torque output and seamless integration with autonomous systems, improving operational efficiency and safety [7][9]. - The integration of electric platforms with intelligent algorithms allows mining trucks to function as autonomous robots, capable of self-sensing, decision-making, and execution in challenging mining conditions [10]. Group 4: Challenges and Future Outlook - The industry faces challenges in developing larger-tonnage electric driverless trucks, particularly regarding battery performance, including energy density, power output, and safety, as increased weight can affect stability and payload capacity [11]. - The introduction of range-extended mining trucks has been noted, which combine electric and diesel power to enhance efficiency, with one model recovering 40,046.72 kWh of energy annually and achieving an 8.8% fuel savings rate [12].

Core Viewpoint - The company acknowledges investor concerns regarding market capitalization performance, attributing stock price fluctuations to macroeconomic factors, industry cycles, and market sentiment [2] Financial Performance - Since its listing on August 1, 2022, the company has distributed over 250 million yuan in cash dividends and repurchased approximately 50 million yuan worth of shares (excluding transaction costs) [2] Business Focus - The company specializes in the industrial internet sector, with a strong emphasis on intelligent coal mining operations while also expanding into other industrial areas such as non-coal mining and the chemical industry [2] Research and Development - The company is committed to increasing research and development investments to build its core competitiveness and is actively promoting the development of new business areas such as autonomous mining and AI technologies [2] Communication and Compliance - The company will adhere to relevant laws and regulations to promptly announce any significant new developments or plans [2]

Core Viewpoint - Boreton (01333) has seen a significant increase in stock price, attributed to the upcoming global launch of its autonomous mining truck and a strategic partnership with Fujian Rixin Machinery Rental Co., Ltd. [1] Group 1: Stock Performance - Boreton's stock rose over 11% in early trading, currently up 7.76% at HKD 28.88, with a trading volume of HKD 48.109 million [1] Group 2: Strategic Developments - On November 21, Boreton will globally launch its autonomous mining truck, marking a significant milestone in the commercialization of autonomous mining applications [1] - The company signed a strategic cooperation framework agreement with Fujian Rixin, which plans to purchase no less than 150 electric mining trucks and associated autonomous services for various mining operations [1] Group 3: Financial Activities - Boreton announced a plan to place up to 10 million new H-shares, aiming to raise approximately HKD 240 million [1] - Of the raised funds, around HKD 170 million will be allocated for overseas photovoltaic and energy storage project development, approximately HKD 40 million for repaying interest-bearing loans, and about HKD 40 million for the development of a collaborative scheduling system for multi-modal large model-driven autonomous mining trucks [1]

Core Viewpoint - Boleton (01333) has seen a significant increase in stock price, rising over 11% in early trading, attributed to the global launch of its autonomous mining truck and a strategic partnership with Fujian Rixin Machinery Leasing Co., Ltd. [1] Group 1: Company Developments - Boleton's autonomous mining truck will have its global debut on November 21, marking a significant milestone in the commercialization of autonomous mining applications [1] - The company has signed a strategic cooperation framework agreement with Fujian Rixin, which plans to purchase no less than 150 electric mining trucks and associated autonomous driving services for various mining operations [1] Group 2: Financial Activities - Boleton plans to place up to 10 million new H-shares, aiming to raise approximately HKD 240 million [1] - Of the raised funds, around HKD 170 million will be allocated for overseas photovoltaic and energy storage project development, approximately HKD 40 million for repaying interest-bearing loans, and about HKD 40 million for the development of a multimodal large model-driven autonomous mining truck scheduling system [1]