Core Insights - The world's first fleet of 100 unmanned electric mining trucks, "Huaneng Ruichi," has been officially launched in the Yimin open-pit mine in Inner Mongolia, marking a significant milestone in the large-scale collaborative operation of "vehicle-cloud-network" under 5G-A technology [1][3]. Group 1: Project Overview - The project is a collaboration between China Huaneng Group, Xuzhou Construction Machinery Group, Huawei Technologies, and State Grid Intelligent Vehicle Networking, establishing the first zero-carbon, unmanned, and intelligent open-pit mining transportation system globally [3]. - The Huaneng Ruichi unmanned electric mining trucks can operate continuously in extreme cold conditions down to -40 degrees Celsius, representing a leading level in the industry [3]. - The project has achieved a 100% localization rate, significantly reducing energy consumption and labor costs while decreasing carbon dioxide emissions and enhancing transportation efficiency and safety in mining operations [3]. Group 2: Technological Advancements - The project has overcome key technological bottlenecks in core components of large mining trucks and unmanned driving perception technology, enabling large-scale operation of electric and unmanned mining trucks in cold environments [3]. - The integration of unmanned driving, 5G communication, and intelligent battery swapping technologies signifies a major breakthrough in China's zero-emission, high-efficiency, and fully intelligent mining equipment sector [3]. Group 3: Network Infrastructure - Huawei provides artificial intelligence algorithms to accelerate the transition of the coal mining industry from "human control" to "intelligent control" [4]. - The number of unmanned mining trucks in the Yimin mine area will increase from 10 to 100 this year, necessitating higher requirements for network uplink bandwidth, transmission latency, and stability [4]. - The upgrade to 5G-A 3CC technology by Inner Mongolia Mobile and Huawei will support 500 Mbps uplink and 20 milliseconds low latency, ensuring robust network support for high-definition video transmission and cloud-based scheduling for unmanned mining trucks [4]. Group 4: Future Directions - Huawei plans to continue collaborating with Huaneng, Xuzhou Construction Machinery, State Grid, and more partners to promote the transformation and upgrading of mining transportation equipment, aiming to create a "safe, efficient, and green" smart mining environment [5].

2025年5月15日~17日，专用车产业创新发展大会暨专用车科技展（2025）在湖北十堰举 行。 作为本次活动的核心环节——专用车科技展，其举办地点别处心裁地选在十堰市体育中心体育 场，当科技与运动结合，给人带来别样的魅力。所以，当小编看到一款款崭新的专用车创新产 品沿着体育场跑道整齐排列，以及迎风飘扬的会展旗帜，顿觉一种久违的青春激情与活力。 十堰，是中国卡车之都、中国商用车之都，正着力建设专用车之都。在这样一片产业沃土之 上，集结了哪些专用车行业"黑科技"？下面请看第一商用车网报道。 L4级别无人驾驶车 国瑞智能带来的是3款L4级别无人驾驶商用车，分别为冷藏车、洗扫车和物流车。国瑞智能是 新三板挂牌企业，深耕汽车装备领域20多年，在十堰和武汉布局了两大生产基地，拥有专用 车生产资质及成熟产业链资源，是一家集机器人系统集成、智能装备自动化输送设备、涂装设 备等产品研发生产的高新技术企业。 国瑞智能L4无人驾驶冷藏车，150公里长续航，拥有5立方米移动冷库 国瑞智能L4级别无人驾驶洗扫车，24小时高效作业 东风特汽带来的是一款L4级自动驾驶无人物流车和一款实现有人驾驶和无人驾驶两种运营场 景的轻型客车。其中， ...

美日关税谈判，传出一则新消息！ 据最新消息，日本正在考虑一项计划，在与美国的关税谈判中，为特斯拉建造充电站提供补贴。据报道，日本 正在寻求下周与美国举行第三轮贸易谈判。 如果上述消息属实，对特斯拉及其首席执行官埃隆·马斯克来说，无疑是个不小的利好。而在资本市场上，特 斯拉股价已连续四周上涨，其间累计涨幅达到45%，总市值重新站上1万亿美元关口。 日本考虑为特斯拉充电站提供补贴？ 报道称，日本政府目前仅为源自日本的充电标准"CHAdeMO"提供电动汽车充电站安装补贴，但不为特斯拉 的"超级充电站"提供补贴。TBS表示，美国贸易代表办公室（USTR）对这一问题表示担忧，并要求改进。 日本正在寻求下周举行第三轮美国贸易谈判，该国首席贸易谈判代表赤泽亮正可能会前往华盛顿。 另外，日经商业日报报道称，日本谈判代表已表示愿意讨论降低美国对日本的关税，其中包括汽车和汽车零部 件25%的关税和其他商品24%的关税，而不是推动华盛顿完全取消这些关税。不过，5月16日，赤泽亮正表 示，目标是尽可能快地与美国达成贸易协议。敦促美国重新考虑关税的立场没有变化。 赤泽亮正此前一再表示，东京希望完全取消美国对日本的关税。该国的首要任务是 ...

金十数据5月17日讯，记者获悉，全球首个百台无人电动矿卡集群"华能睿驰"，在内蒙古伊敏露天矿正 式投入编组运营。这标志着全球首个露天矿生产，实现5G-A网络下的"车-云-网"规模化协同。据了解， 该项目由中国华能、徐工集团、华为、国网智慧车联网有限公司等共同打造。为实现车云协同，伊敏矿 区部署5G-A网络，是全球首个5G-A露天矿，可满足500Mbps大上行与20毫秒低时延，将支持超过300辆 无人驾驶矿卡实现24小时不间断生产。 （科创板日报） 全球首个5G-A露天矿落地内蒙古 "车-云-网"规模化协同 ...

据知情人士透露，总部位于北京的百度已在与Swiss Post旗下提供公共巴士服务的部门PostAuto进行商谈，以便在瑞士推 出萝卜快跑(Apollo Go)无人驾驶出租车服务。知情人士称，百度计划未来几个月内在瑞士设立当地实体，并在今年年底 前开始测试该技术。这些知情人士称，百度计划在土耳其推出萝卜快跑。中国和美国的自动驾驶公司希望通过网约车服 务以及用于消费者车辆的先进驾驶辅助系统将其技术商业化。 中东是另一个关键战场，在那里，优步已与百度的中国竞争对手合作部署无人驾驶出租车。文远知行本月早些时候表 示，将于今年年中前与优步在阿布扎比共同推出至少50辆无人驾驶出租车，并扩大了合作伙伴关系，计划在未来五年内 将自动驾驶汽车推广到另外15个城市，包括欧洲城市。小马智行(Pony AI)表示，今年将与优步在中东地区的一个关键市 场推出自动驾驶汽车服务。小马智行的投资者包括丰田(Toyota)。百度在3月表示，计划今年年底前在迪拜市中心部署 100辆完全自动驾驶汽车，并力争到2028年将其车队规模扩大到至少1000辆。该公司打算推进去年12月在香港启动的萝 卜快跑测试，在无人驾驶车辆中搭载乘客。 特斯拉(Tesl ...

Core Insights - The article discusses the transformative potential of autonomous driving and unmanned logistics in reshaping global transportation and supply chains, highlighting significant cost reductions and efficiency improvements [1][15] - It emphasizes the challenges that the industry faces, including technological maturity, regulatory issues, and the need for a viable business model [1][4] Group 1: Market Potential and Trends - The report predicts that by 2030, the automated delivery market could reach nearly $900 billion, with last-mile delivery accounting for approximately $440 billion and mid to long-distance autonomous transport for about $420 billion [1] - The logistics sector is experiencing a significant shift, with the last mile being the most complex and costly part, representing 60% of total logistics costs [8][10] - The cost of logistics unmanned vehicles is decreasing significantly, with examples showing that the price of L4 autonomous vehicles can drop to as low as 39,800 yuan ($5,500) [10] Group 2: Competitive Landscape - The logistics unmanned vehicle sector is crowded with various players, including large logistics companies and emerging tech firms, leading to a diverse competitive environment [4] - Major players like Meituan, JD Logistics, and Cainiao are developing their own unmanned vehicles to enhance their logistics systems [4] - Startups like Ninebot and JiuSi Intelligent are rapidly iterating their products and have achieved significant milestones, such as the delivery of their first L4 city distribution model [5][7] Group 3: Technological Advancements - Ninebot's latest unmanned vehicles utilize advanced technology, including a dual Orin Drive computing platform and solid-state LiDAR, which significantly reduces costs and enhances performance [7][10] - The industry is witnessing a trend of cost reduction in components, with solid-state LiDAR being 60% cheaper than traditional mechanical versions [8][10] - The overall cost of unmanned vehicles in China is reported to be one-tenth of similar products in the U.S., marking a significant breakthrough [10] Group 4: Global Expansion and Challenges - Ninebot is actively pursuing a global strategy, having obtained the first unmanned logistics vehicle license in Singapore and securing orders in Austria and Japan [12] - The company faces challenges in adapting to different regulatory environments and local market needs, which may differ significantly from domestic scenarios [12][13] - The logistics unmanned vehicle market in China is expected to grow significantly, with projections indicating a potential market size of trillions by 2030 [15][16]

编号：2025-03 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动类 | □媒体采访 ☑业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（电话会议） | | 活动参与人员 | 接待对象：网上投资者 | | | 接待人员：公司董事长、总经理杨波先生、财务总监朱国友先生、董 | | | 事会秘书翟建峰先生 | | 时间 | 2025 年 5 月 16 日 (周五) 下午 16:00-17:00 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | 形式 | 网络远程 | | | 公司就投资者在本次说明会中提出的问题进行了回复，问答环节 | | | 主要内容如下： | | | 1、请问贵公司有没有涉及工业机器人业务，若涉及请问是什么 | | | 业务，是否有在售产品或生产线的搭建？ | | | 您好，目前公司除智能物流配送车外，无其他机器人业务。谢谢！ | | | 2、公司发动机可以间接用于航空或者无人机相关领域吗？ | | 交流内容及具体问 | 目前公司暂无航空和无人机发动机业务， ...

Core Viewpoint - The company is preparing for its 2024 annual shareholders' meeting, where various proposals will be discussed, including financial reports, profit distribution, and future financing plans. Group 1: Meeting Procedures - The meeting will require attendees to verify their identity and sign in 30 minutes prior to the start [3][4] - Shareholders have the right to speak, inquire, and vote during the meeting, with specific rules governing the order and duration of speeches [4][5] - Voting will be conducted through a combination of on-site and online methods, with results announced after the meeting [5][6] Group 2: Financial Proposals - Proposal 1 involves the approval of the 2024 annual report and its summary, which has been reviewed by the board and supervisory committee [7] - Proposal 4 presents the 2024 financial settlement report, summarizing the company's financial performance for the year [8] - Proposal 5 outlines a profit distribution plan, indicating that no dividends will be distributed for 2024 due to a net loss of approximately 61.62 million yuan [9] Group 3: Compensation Plans - Proposal 6 discusses the compensation plan for non-independent directors for 2025, which will be based on company performance and industry standards [11] - Proposal 7 details the compensation for independent directors, set at 80,000 yuan per year before tax [12] - Proposal 8 outlines the compensation for supervisors, with the chair receiving 50,000 yuan per year before tax [12] Group 4: Financing and Stock Issuance - Proposal 9 seeks approval for a comprehensive credit limit of up to 2 billion yuan for 2025, with various forms of collateral to be used [13][14] - Proposal 10 requests authorization for the board to issue shares to specific investors under simplified procedures, with conditions outlined for the issuance [16][17] - The company aims to use the funds raised from the stock issuance for business-related projects and to supplement working capital [20] Group 5: Business Strategy and Market Position - The company focuses on high-end integrated circuit testing to meet the growing demand in sectors like automotive electronics and AI [27][28] - The shift towards electric and intelligent vehicles is driving the demand for automotive chips, which the company plans to capitalize on [28] - The company has established a comprehensive testing capacity and is adjusting its strategy to focus on market-driven project development [29][30]

证券研究报告 | 策略点评 粤开市场日报-20250516 2025 年 05 月 16 日 投资要点 分析师：孟之绪 执业编号：S0300524080001 电话： 邮箱：mengzhixu@ykzq.com 投资策略研究 板块涨跌情况：今日涨幅居前概念板块为汽车零部件、无人驾驶、特斯拉、 维生素、抗癌、创新药、免税店、智能交通、疫苗、钛白粉、工业 4.0、高送 转预期、肺炎、首板和新能源汽车。 风险提示 股市有风险，投资需谨慎。 请务必阅读最后特别声明与免责条款 www.ykzq.com 1 / 6 今日关注 指数涨跌情况：今日 A 股主要宽基指数涨多跌少。截止收盘，沪指跌 0.40%， 收报 3367.46 点；深证成指跌 0.07%，收报 10179.60 点；创业板指跌 0.19%， 收报 2039.45 点；科创 50 跌 0.57%，收报 995.24 点。总体上全天个股涨多跌 少，Wind 数据显示，全市场 3000 只个股上涨，2185 只个股下跌，225 只个股 收平。沪深两市今日成交额合计 10895 亿元，较上个交易日缩量约 629 亿元。 行业涨跌情况：今日申万一级行业涨跌各半，汽车 ...

Core Insights - The Chinese mining industry is accelerating towards a new era of "green, intelligent, and safe" operations, driven by autonomous driving technology [1][7] - The successful implementation of the autonomous mining truck project serves as a model for the industry, showcasing the integration of smart equipment, digital infrastructure, innovative technology, and operational scenarios [5][6] Group 1: Project Overview - The project involves 19 Yutong new energy autonomous mining trucks that have been operating safely and stably for six months, achieving an average autonomous transport distance of over 11,000 kilometers [3] - The project has a 100% operational efficiency meeting the production needs at the crushing site, with a vehicle attendance rate exceeding 95% [3] - The entire mining operation is covered by 5G, enabling a fully automated process for loading, transporting, and unloading materials, reducing direct production personnel by 78% [3][5] Group 2: Technological Innovations - The autonomous driving system developed by Yikong Zhijia demonstrates adaptability to specific scenarios, enhancing dust control efficiency to 100% and achieving a 100% pass rate for intelligent cleaning technology [5] - The project utilizes a Yutong autonomous driving chassis solution, allowing for intelligent charging and 24/7 operations, ensuring high safety and stability in transportation [5][6] - The 5G private network established by China Mobile provides low-latency and high-reliability communication, connecting "people-vehicles-mines" [5] Group 3: Economic and Environmental Impact - The project has saved approximately 1,500 tons of carbon emissions, demonstrating a dual win in economic and environmental benefits [6] - Significant reductions in labor costs and improvements in operational efficiency have been achieved, with zero accidents reported during transportation [6] - The transition from labor-intensive to technology-intensive operations marks a significant shift in the mining industry [6] Group 4: Industry Transformation - The project exemplifies the shift from traditional mining practices to intelligent operations, eliminating safety hazards associated with the coexistence of people and vehicles [6][7] - The integration of full-process intelligent transformation enhances management efficiency, with real-time monitoring of equipment status through a data platform [6] - The demand-driven innovation model developed through this project provides a replicable solution for technology commercialization in the mining sector [6]