智慧矿山

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数智技术创新赋能超级矿山(科技名家笔谈)
Huan Qiu Wang Zi Xun· 2025-05-12 03:17
张武昌绘 来源:人民日报海外版 作者王国法肖像画。 在新疆准东宜化五彩湾一号矿控制室,工作人员对矿区车辆运输状态进行动态监管。 矿业是人类社会繁荣发展不可或缺的基础产业。从石器时代到工业革命,再到信息时代,每一次文明的 跃升都离不开矿产资源的支撑。正如英国地质学家查尔斯·莱尔所言:"人类的历史,就是一部矿产资源 的开发史。" 然而,现代矿业开发面临各种复杂科学技术难题和自然环境的挑战,正所谓"登天容易,入地难",随着 浅层资源逐步枯竭,深地、深海、复杂地质条件开采成为必然选择。传统的粗放式矿山开发模式难以满 足安全、高效和绿色的开发要求。在此背景下,数智技术加快与矿山开发技术深度融合,正推动矿业从 人工作业向无人化智能开采跨越,开启超级矿山的壮美图景。 笔者作为煤炭无人化开采数智技术全国重点实验主任,不仅见证了中国在智慧矿山领域日新月异的技术 变革,而且带领科研团队为推动矿业数智化进程作出了应有的贡献。多年来,我与团队成员致力于煤炭 无人化开采理论和技术创新研究,建立了煤矿智能化技术体系架构并使其不断完善,取得了关键装备研 发突破,实现了从跟跑到领跑的重大跨越,推动了智能化煤矿示范建设模式创新。 从经验驱动到 ...
四川金顶: 四川金顶(集团)股份有限公司关于2024年年度业绩说明会召开情况的公告
Zheng Quan Zhi Xing· 2025-05-09 09:28
Summary of Key Points Core Viewpoint - The company reported a net loss of 19.19 million yuan for the year 2024, primarily due to macroeconomic factors affecting downstream operations and increased asset impairment provisions [2][3]. Group 1: Company Performance - The company experienced a net profit loss of 19.19 million yuan in 2024, which is a deterioration of 22.05 million yuan compared to the previous year [2]. - The decline in profitability was attributed to insufficient operational activity in the first three quarters due to macroeconomic conditions, increased impairment provisions, and rising costs and taxes [2][3]. Group 2: Future Growth Points - The company is focusing on expanding its business model by leveraging its existing limestone mining resources and logistics capabilities, with ongoing projects aimed at enhancing production capacity and efficiency [3][5]. - New projects include the construction of a comprehensive utilization production line for tailings and an environmentally friendly building materials base, which are expected to contribute to future revenue growth [3][5]. Group 3: Strategic Planning for 2025 - The company plans to improve its business structure and expand its target market, aiming to enhance sustainable operational capabilities and transition towards a green, low-carbon economy [5]. - The strategy includes the development of a complete industrial chain around limestone mining and processing, with a focus on high-quality limestone resources and innovative technologies [5]. Group 4: Industry Context - The limestone industry is characterized by regional competition and is heavily influenced by local economic conditions and infrastructure investments, which affect demand for limestone products [6]. - The company anticipates that the implementation of national policies and economic recovery will boost demand in the cement and construction sectors, positively impacting the limestone market [6].
尤洛卡:2025年一季度利润增24.21%
Zheng Quan Shi Bao Wang· 2025-04-29 13:52
Core Viewpoint - The company, Youloka, reported a steady growth in revenue and profit for Q1 2025, indicating resilience and potential in the smart mining sector, while also expanding into the defense industry through strategic acquisitions [1][2][3] Financial Performance - In Q1 2025, the company achieved operating revenue of 88.624 million yuan, a year-on-year increase of 1.89% [1] - The net profit attributable to shareholders reached 13.2584 million yuan, reflecting a year-on-year growth of 24.21% [1] - The net cash flow from operating activities was 79.9016 million yuan, showing a significant year-on-year increase of 100.77% [1] - For the full year 2024, the company reported total operating revenue of 599 million yuan and a net profit of 95.0781 million yuan [1] Business Focus and Strategy - The company has been dedicated to research in mining safety and intelligence for nearly 30 years, establishing a strong brand presence in the smart mining industry [1] - Youloka has developed a range of specialized robots for various applications in complex geological conditions, enhancing safety and efficiency in mining operations [1][2] - The company is a leading player in the domestic market for safety monitoring and control systems in coal mines, holding the largest market share in roof safety monitoring systems [2] - In 2016, the company diversified into the defense industry through the acquisition of Shikai Technology, focusing on armored vehicles and missile guidance systems [2] Future Outlook - For 2025, the company plans to deepen its focus on its core business while gradually expanding into non-coal mining sectors, leveraging its expertise in smart mining applications [3] - The company aims to provide intelligent products and specialized services, positioning itself as a comprehensive supplier in the smart mining sector [3] - Despite external challenges, the company remains optimistic about economic growth and industry potential, emphasizing a steady and progressive operational approach [3]
无锡盛景微电子股份有限公司2024年年度报告摘要
Shang Hai Zheng Quan Bao· 2025-04-29 12:17
Core Viewpoint - The company, Shengjing Microelectronics, is facing challenges in the civil blasting industry due to a decline in demand, leading to a decrease in sales of its main product, electronic control modules, by 18.37% year-on-year. However, the company maintains a leading position in the market and continues to invest in research and development to adapt to changing market conditions and regulatory requirements [4][8][16]. Company Overview - Shengjing Microelectronics primarily operates in the electronic control module sector, which is essential for electronic detonators used in civil blasting applications across various industries such as mining, metallurgy, and construction [4]. - The company has a significant market share in the electronic control module segment, with a market share of 21.98% in 2024, although this represents a decline from previous years [7]. Industry Situation - The civil blasting industry is experiencing a downward trend, with the total production of industrial detonators decreasing by 7.18% year-on-year, impacting the sales of electronic control modules [4]. - Government policies are increasingly promoting the use of electronic detonators for safety reasons, with several initiatives aimed at upgrading the industry towards higher safety and efficiency standards [5][6]. Financial Performance - For the fiscal year 2024, the company plans to distribute a cash dividend of 0.10 RMB per share, amounting to a total of approximately 10.07 million RMB, which represents a cash dividend payout ratio of 43.94% of the net profit attributable to shareholders [3][84][86]. - The company reported total assets of approximately 1.71 billion RMB and operating revenue of about 504 million RMB for the year [16]. Research and Development - The company emphasizes research and development as a core aspect of its operations, focusing on enhancing the safety and reliability of its products while also expanding its technology applications [9][10]. - Continuous investment in R&D has led to the development of new products tailored to meet the evolving demands of the market, including high-value products for seismic exploration and oil and gas applications [16][97]. Sales and Marketing Strategy - The company employs a direct sales model for its products, primarily targeting well-known domestic civil blasting enterprises, which helps streamline the sales process and improve customer service [14][16]. - The company is actively enhancing its market strategies to retain existing customers and attract new ones amid increasing competition in the electronic detonator market [8][16].
尤洛卡收盘下跌1.32%,滚动市盈率38.24倍,总市值44.01亿元
Sou Hu Cai Jing· 2025-04-28 09:52
4月28日,尤洛卡今日收盘5.97元,下跌1.32%,滚动市盈率PE(当前股价与前四季度每股收益总和的比 值)达到38.24倍,总市值44.01亿元。 从行业市盈率排名来看,公司所处的专用设备行业市盈率平均60.85倍,行业中值45.87倍,尤洛卡排名 第143位。 来源:金融界 尤洛卡精准信息工程股份有限公司的主营业务包括智慧矿山、国防军工业务。公司主要产品包括煤矿顶 板安全监测系统、煤矿冲击地压安全监测系统、煤与瓦斯突出监测系统、矿山有害气体监测系统、智能 柴油单轨运输系统(柴油单轨吊)、智能锂电单轨运输系统(锂电单轨吊)、轨道自动安装车、无人驾驶起 重车、矿用5G通讯系统、矿用万兆环网系统、UWB人员精准定位系统。公司业务主要承担者矿业科 技、师凯科技分别被评为国家级专精特新"小巨人"企业、吉林省省级"专精特新"中小企业,在智慧矿山 和国防军工业务领域具有持续不断地研发创新能力,有效地保障了公司产品的技术优势。 最新一期业绩显示,2024年三季报,公司实现营业收入4.02亿元,同比2.47%;净利润5695.80万元,同 比-23.14%,销售毛利率48.29%。 序号股票简称PE(TTM)PE(静)市 ...
戈壁深处的智慧矿山:井下减员 AI“站岗”
Huan Qiu Wang Zi Xun· 2025-04-28 00:40
Core Viewpoint - Daming Mining has successfully transformed its operations into a smart mining model through the extensive application of digital and intelligent technologies, significantly enhancing safety and efficiency in mining operations [1][2][4]. Group 1: Technological Advancements - Daming Mining has implemented unmanned operations in drilling and transportation processes, reducing the risk to personnel and improving safety [2][3]. - The company has developed a comprehensive intelligent mining capability that includes geological modeling, intelligent scheduling, and remote control, marking a shift from traditional labor-intensive methods to a more precise operational model [2][3]. - The introduction of AI algorithms into the mining operation system has created a multi-dimensional intelligent protection system, enhancing safety monitoring and data analysis capabilities [4][5]. Group 2: Future Plans and Goals - By 2025, Daming Mining aims to achieve unmanned operations in hoisting and loading machinery, as well as fully automated processes in new selection plants [3]. - The company plans to realize full-process automation in mining operations and unmanned management of underground production positions by the end of 2026 [3]. - Daming Mining is focused on continuous innovation and optimization of management systems to ensure safer, more efficient, and smarter mining operations [5]. Group 3: Collaboration and Talent Development - Daming Mining has established information technology companies in Wuhan and Nanjing to cultivate talent for smart mining construction [5]. - The company collaborates with several universities to create joint laboratories for intelligent mining, achieving breakthroughs in remote control and sensor monitoring [5].
博深科技:新三板公司研究报告:矿山安全设备及服务“小巨人”,AI+特种机器人打造全新业务增长点-20250328
KAIYUAN SECURITIES· 2025-03-28 06:23
Investment Rating - The report does not explicitly state an investment rating for the company Core Insights - The company, Boshen Technology, is recognized as a "small giant" in the mining safety equipment and services sector, focusing on AI and special robots as new growth points [1][10] - The company achieved a revenue of 120 million yuan in 2023, with a net profit of 14.09 million yuan, a gross margin of 50.85%, and a net margin of 11.72% [1][37] - The main revenue source is the coal mine fire warning and automatic extinguishing system, while the income from inspection robots is rapidly increasing, accounting for 13% of total revenue in 2023 [1][26] Company Overview - Boshen Technology specializes in the research and development of mining safety technology, equipment manufacturing, and operational services, recognized as a national high-tech enterprise and a "small giant" [1][10] - The company was established in 2005 and has been listed on the National SME Share Transfer System since April 2016, moving to the innovation layer in June 2022 [1][10] Financial Performance - In 2023, the company experienced a revenue decline of 19.13% compared to the previous year, primarily due to decreased coal prices and reduced product demand [37] - The gross margin for the company in 2023 was 50.85%, with a net margin of 11.72% [41][38] - The company's R&D expense ratio increased significantly to 13.7% in 2023, reflecting higher investment in research and development [42] Industry Insights - The mining safety production sector is receiving increased attention from the government, with a central budget of 2.914 billion yuan allocated for coal mine safety renovations in 2024, a year-on-year increase of 1.29% [50][52] - The coal mining industry remains a crucial part of China's energy structure, with a focus on intelligent mining to enhance safety and efficiency [45][60] - The report highlights the potential for significant growth in the intelligent mining market, with a focus on upgrading existing mines to smart operations [62] Research and Development - The company holds 23 patents, including 4 invention patents, and is actively developing AI-powered inspection robots to enhance operational safety and efficiency [3][63] - The AI visual algorithm used in the inspection robots is based on advanced neural network models and is designed to accurately identify violations and equipment anomalies in mining environments [3][63]
雅化集团分析师会议-2025-03-14
Dong Jian Yan Bao· 2025-03-14 01:12
Investment Rating - The report does not explicitly state an investment rating for the chemical products industry or the specific company being analyzed [1]. Core Insights - The company has established a dual main business structure focusing on civil explosives and lithium industries, with over 70 wholly-owned and controlled subsidiaries across various regions including China and several countries like New Zealand and Zimbabwe [17][18]. - The lithium segment has seen significant development, with the company entering the lithium industry in 2013 and currently owning two lithium mines, ensuring a stable supply of lithium resources through various agreements [17][18]. - The civil explosives segment boasts a production capacity of over 260,000 tons for industrial explosives and nearly 90 million detonators, positioning the company as a leading player in the industry [17]. Summary by Sections 1. Company Overview - The company was founded in 1952 and has expanded through acquisitions in the civil explosives and lithium sectors, with operations in multiple countries [17]. 2. Lithium Industry Overview - The company has two lithium mines: the Sichuan Lijiagou and the high-quality Kamativi lithium mine in Zimbabwe, with production bases for lithium salt products [17][18]. - The company is expanding its lithium salt production capacity, with a projected total capacity of nearly 130,000 tons after the completion of new production lines [18]. 3. Civil Explosives Overview - The company has a comprehensive range of products in the civil explosives sector, actively participating in industry consolidation to maintain its competitive edge [17][18]. 4. Lithium Resource Layout - The company has secured lithium resources through various channels, including partnerships and long-term agreements with major clients like TESLA and LGES, ensuring a stable demand for its lithium products [19]. 5. Overseas Business Development - The company has developed a robust overseas business model, particularly in the civil explosives sector, leveraging its cost advantages and regional presence in Africa and Australia [19].
铜冠矿建:招股说明书(申报稿)
2023-06-29 09:39
安徽省铜陵市铜官区北京西路 29 号 铜陵有色金属集团铜冠矿山建设股份有限公司 铜陵有色金属集团铜冠矿山建设股份有限公司招股说明书(申报稿) 本公司的发行申请尚未经中国证监会注册。本招股说明书申报稿不具有据以发行股票的法律 效力,投资者应当以正式公告的招股说明书全文作为投资决定的依据。 发行人及全体董事、监事、高级管理人员承诺招股说明书及其他信息披露资料不存在虚假记载、 误导性陈述或者重大遗漏,并对其真实性、准确性、完整性承担相应的法律责任。 发行人控股股东、实际控制人承诺招股说明书不存在虚假记载、误导性陈述或者重大遗漏,并 对其真实性、准确性、完整性承担相应的法律责任。 公司负责人和主管会计工作的负责人、会计机构负责人保证招股说明书中财务会计资料真实、 准确、完整。 本次股票发行后拟在北京证券交易所上市,该市场具有较高的投资风险。北京证券交易所主 要服务创新型中小企业,上市公司具有经营风险高、业绩不稳定、退市风险高等特点,投资者面 临较大的市场风险。投资者应充分了解北京证券交易所市场的投资风险及本公司所披露的风险因 素,审慎作出投资决定。 保荐机构(主承销商) 天风证券股份有限公司 武汉东湖新技术开发区高新 ...