21世纪经济报道记者 易思琳 露天矿场，因其环境相对封闭、政策支持明确、降本增效诉求强烈，已成为自动驾驶技术商业化落地最清晰的场景之一。在 2025年，不少做矿山无人化的公司都递交了招股书，易控智驾便是其中的一家。 单从数据上来看，易控在2025年取得了可观的成绩：2000多台车累计行驶里程超过9000万公里、累计运输量已超5亿立方米。 业绩攀升的背后是商业模式的蜕变。成立七年，易控智驾已经从传统"持车"模式向"不持车"模式转型，开始走轻资产模式。据 最新的招股书显示，"不持车"的轻资产服务模式（ATaaS）已经在易控的整体营收中占比达50%。 轻资产模式贡献了50%的营收 矿区无人驾驶领域主要有TaaS（持车）和ATaaS（不持车）两种模式。 截至2025年底，易控智驾已在全国近26座露天矿山部署超2300台L4级无人驾驶矿卡，覆盖煤炭、金属、砂石等多种矿种。在近 期的一次媒体沟通会上，易控智驾副总裁林巧表示，当前行业内9个单矿百台级项目中，易控智驾参与了其中8个，并独立完成 了6个。单矿最高部署规模已突破500台。 从重资产模式转向轻资产模式，易控的探索始于2023年，在2024年开始着重发力。 "早期新 ...

企业负责人范新川介绍，他们不只把煤炭当成燃料来挖，做好用其能、固其碳、不污染，不仅实现了煤炭资源的安全稳定供应，而且避免了开 采行为带来的对环境和生态的影响。 在山谷间，192个大型储能罐整齐排列，3台风力发电机的叶片迎风转动，山坡上的光伏板密密麻麻铺展开来，将阳光源源不断转化为绿色电 能。通过智能平台精准调控，这些绿电能直接供给企业的生产车间使用，实现了传统煤电与新能源互补发电。 央视网消息："十五五"规划建议明确提出，优化提升传统产业，推动重点产业提质升级。新年伊始，不少老行业靠新质生产力焕发生机。 当记者来到位于河南的这家煤炭企业时，一进厂区就发现了一处特别的厂房。车间内生产出的不是煤炭相关产品，是能应用在大飞机轮胎的关 键材料。工作人员介绍，这些材料能满足国内从轻型客机到超大型宽体客机的需求，摆脱对进口的依赖。 企业负责人吕文娟介绍，从煤到尼龙再到航空级的高端材料，他们完全实现了煤炭从"燃料"到"材料"的质变。 工作人员介绍，这些看似和煤矿不相关的新材料，其实源头就是煤炭。现在企业打通了煤炭到高端化工原料的产业链，把原本只能当燃料的煤 炭，一步步加工成了高端制造的核心材料。 一进入企业的调度指挥中心， ...

Group 1 - The company, Meiansen (300275), reported stable production and operations despite a slight decline in operating performance year-on-year for the first three quarters of 2025 due to the downturn in the coal industry [1] - The management team is focused on maintaining confidence and stability in the company's development by concentrating on the core business of intelligent mining [1] - The company is actively incubating a mining inspection robot business to create a new profit growth point for the future [1]

Core Insights - The Xinjiang region's coal mining industry is undergoing a significant transformation towards high-end, intelligent, and green development, exemplified by the operations at the Wucaiwan No. 1 open-pit coal mine [1][2] Group 1: Technological Advancements - The Wucaiwan No. 1 open-pit coal mine utilizes 18 autonomous mining trucks, which have collectively traveled 1.489 million kilometers and completed 198,000 trips, resulting in a carbon emission reduction of 1,896 tons [1] - A fleet of 173 new energy mining trucks has been established, projected to reduce carbon emissions by approximately 33,000 tons annually, equivalent to the carbon offset from planting 1.83 million trees [2] - The mine has implemented a comprehensive intelligent management system that covers all operational stages, enhancing efficiency and reducing the need for human labor [2] Group 2: Environmental Initiatives - The mine has constructed a wastewater recycling system that processes hundreds of thousands of cubic meters of wastewater annually, saving over 500,000 cubic meters of water resources [2] - The focus on green initiatives extends beyond equipment upgrades to include a holistic approach to energy selection and operational processes aimed at reducing emissions and improving efficiency [2] Group 3: Industry Recognition - Since 2020, the Wucaiwan No. 1 open-pit coal mine has received multiple national awards for being a green mine and a highly efficient coal mine [3] - The broader Xinjiang Economic and Technological Development Zone has established five national-level green mines and six regional-level green mines, showcasing the region's commitment to sustainable mining practices [3]

Group 1 - The eighth China International Import Expo has seen significant procurement amounts from Chinese companies, with Shanghai Zhenhua Heavy Industries Group signing contracts worth 2.8 billion RMB, setting a historical record [1] - China National Cereals, Oils and Foodstuffs Corporation (COFCO) has signed contracts exceeding 10 billion RMB for high-quality agricultural products and specialty foods during the expo [1] - China Southern Airlines Group's transaction amount exceeded 2 billion USD, marking a six-year high, while China Eastern Airlines signed 19 procurement agreements totaling 1.211 billion USD [1] Group 2 - China Coal Energy Group's subsidiary, China Coal Pingshuo Group, signed a procurement framework agreement with Michelin for giant tires, aiming to promote green and low-carbon development in the mining sector [2] - Nanjing Hongzhao Company has deepened cooperation with German exhibitor Heraeus, focusing on the integration of optoelectronic innovation technologies and high-quality development in industries such as optical fiber, AI, and big data [2]

Core Viewpoint - Huayang Group's Qiyuan Company has successfully completed the acceptance of its 5 million tons/year mining project, marking a new chapter in strengthening its coal industry and promoting high-quality development [2] Group 1: Operational Efficiency - Qiyuan Company has enhanced lean management across all systems, achieving 75% of its annual tunneling target by the end of September, with a maximum monthly advance of 190 meters [3] - The company has implemented innovative gas management technologies, with a cumulative gas extraction of 3.4 million cubic meters from the 15102 intake airway [3] - A total of 11 tunnels are currently being excavated, with a cumulative completion of 47,632 meters [3] Group 2: Coal Washing and Processing - The Qiyuan coal washing plant has focused on process optimization to enhance washing capabilities, addressing key equipment integration challenges [4] - The plant aims for refined management and customized production to ensure high-quality completion of annual tasks [4] Group 3: Smart Mining Initiatives - Qiyuan Company has integrated smart technologies across safety, production, and operations, achieving full 5G coverage in production areas [8] - The smart mining operations have improved production efficiency and safety through real-time data collection and remote control capabilities [8] - The intelligent coal washing plant features automated systems for coal quality management and logistics, enhancing operational efficiency [8] Group 4: Low-Carbon and Green Development - The company has prioritized green and low-carbon initiatives, significantly improving energy utilization efficiency [9] - A low-concentration gas power generation project has utilized 12.5 million cubic meters of gas, generating 37.5 million kilowatt-hours of electricity, resulting in direct economic benefits of 1.25 million yuan [9] - The installation of a smart photovoltaic system on the dormitory roof is expected to generate over 3.65 million kilowatt-hours annually, providing clean energy and economic benefits [10] Group 5: Resource Utilization and Environmental Impact - Qiyuan Company is developing a backfill system for unusable gangue, aiming to process 6.3 million tons over seven years, enhancing resource utilization and production safety [11] - The implementation of an intelligent gangue sorting system aims to reduce ineffective transportation and lower surface processing pressure [11]

Core Insights - The report highlights the rapid transition of commercial vehicles and non-road mobile machinery towards new energy sources, driven by China's dual carbon goals and supportive policies [3][10][11] Industry Overview - The penetration rate of new energy commercial vehicles in China is projected to rise from 2.4% in 2020 to 14.9% by 2024, with a compound annual growth rate (CAGR) of 47.7% from 2020 to 2024 [3][10] - The market size for new energy engineering machinery in China is expected to reach $1.8 billion in 2024, with a penetration rate of 7.9% [7][10] Market Dynamics - The transition to new energy is driven by high pollutant emissions from traditional vehicles, with significant carbon emissions attributed to commercial vehicles [10][11] - The economic advantages of new energy vehicles are increasing due to breakthroughs in battery technology and reduced lifecycle costs, with lithium carbonate prices dropping from 510,000 yuan/ton in early 2023 to 75,800 yuan/ton by the end of 2024 [11][12] Segment Analysis - In the new energy commercial vehicle sector, the fastest growth is seen in heavy-duty trucks, with sales expected to increase by 139.36% from 2023 to 2024 [15] - The new energy bus market is also expanding, with sales projected to reach 328,900 units in 2024, a year-on-year growth of 56.28% [13][14] Non-Road Mobile Machinery - The electric penetration rates for non-road mobile machinery are expected to rise, particularly for loaders and mining trucks, driven by the need for energy efficiency and lower operational costs [17][20] - The market for new energy loaders and wide-body dump trucks is projected to grow significantly, with expected revenues of 7.4 billion yuan and 2.7 billion yuan respectively by 2024 [21] Future Outlook - The overall market for non-road mobile machinery is entering a new growth cycle, supported by government policies and increasing demand in infrastructure and mining sectors [20][24] - The export value of China's engineering machinery products is anticipated to reach $52.859 billion in 2024, reflecting a year-on-year increase of 8.87% [20]

Core Viewpoint - Jin Energy Holding Group is advancing the clean and efficient utilization of traditional energy alongside the large-scale development of renewable energy under the guidance of the "dual carbon" goals, aiming for high-quality development [1] Group 1: Digital and Intelligent Transformation - Digital and intelligent technologies are rapidly empowering various aspects of coal production, including mining, washing, scheduling, and safety management [2] - The introduction of a digital twin technology at the Temple River Mine allows for a three-dimensional visualization of the mine, enhancing operational transparency [2] - The establishment of a "neural system" at the San Yuan Coal Industry integrates hundreds of sensors and automated devices, creating a comprehensive intelligent control system [2][9] Group 2: Technological Innovations in Mining - The deployment of shield tunneling machines at Zhao Zhuang Coal Industry and Ta Shan Coal Industry marks a significant technological advancement in mining equipment [5] - These machines enhance safety and reduce labor intensity by enabling parallel operations for excavation, waste removal, and support [5] - Jin Energy Holding Group has constructed 89 intelligent mines, with 21 mines achieving underground 5G network communication [9] Group 3: Green Transformation and Resource Utilization - The transformation of traditional mines into eco-friendly sites is evident, with significant improvements in aesthetics and environmental management [10] - The introduction of green mining techniques at San Yuan Coal Industry has led to the recovery of 2.4 million tons of coal resources and the utilization of 160,000 tons of solid waste [10] - The company aims to increase green mining capacity from 1.4 million tons per year to 1.8 million tons by the end of 2027 [10] Group 4: Chemical Sector's Green Transition - The chemical sector is transitioning from relying on coal to utilizing it as a raw material, exemplified by the conversion of high-sulfur coal into methanol at Huayu Company [11] - A zero wastewater discharge project has been implemented, producing 936,600 tons of desalinated water annually and achieving significant waste reduction [11] Group 5: Renewable Energy Development - The construction of a 5 million kilowatt photovoltaic power project in the Jinbei coal mining subsidence area is a key initiative for ecological restoration and regional green transformation [12] - The project is expected to generate 27 billion kilowatt-hours of electricity annually, benefiting multiple regions including Beijing and Tianjin [12] Group 6: Strategic Vision and Future Goals - Jin Energy Holding Group is committed to a diversified strategy that integrates coal, renewable energy, and chemical sectors to create a complementary industrial ecosystem [14] - The company is focused on high-end, intelligent, and green development, aiming to build a world-class modern comprehensive energy enterprise [14]

Core Viewpoint - The China Energy Construction Epu Li Xinjiang Company has made significant contributions to the energy sector in Xinjiang, aligning with national strategies and promoting industry progress while enhancing local development and environmental sustainability [1][2][4]. Group 1: Company Contributions - The company has been pivotal in supporting national energy needs since its entry into Xinjiang in 2006, providing high-quality services to major coal enterprises and participating in significant national projects like "Xin Coal Outbound" and "Xin Electricity Delivery" [2][3]. - The company operates in the largest coalfield in China, the Zhungar Coalfield, ensuring a steady supply of coal to various provinces, which is crucial for energy security [3][4]. - The company has transitioned from traditional blasting methods to advanced technologies, including unmanned vehicles and remote operations, enhancing operational efficiency and safety [10][12]. Group 2: Industry Innovation - The company was the first to introduce mixed explosive vehicles in Xinjiang, leading the industry towards modernization and efficiency improvements [10]. - It has established the first mixed emulsion explosive ground station in the region and achieved a first-class qualification for mining construction contracting, setting a benchmark for local enterprises [10]. - The company has successfully passed the intelligent standard acceptance for all ten mines it operates, showcasing its commitment to technological advancement [7][10]. Group 3: Community and Environmental Impact - The company has contributed significantly to local economic development, generating over 510 million yuan in tax revenue and creating diverse employment opportunities for over a thousand individuals in the past decade [13]. - It has actively engaged in community support initiatives, helping minority villages and students achieve educational goals through various forms of assistance [13]. - The company is committed to green mining practices, having received national recognition for its efforts in building green mines and promoting environmental sustainability [14][16]. Group 4: Future Outlook - The company plans to continue implementing the Party's strategies for Xinjiang, integrating into the "Ten Major Industry Clusters" to ensure supply and promote development, thereby contributing further to the region's prosperity [17].

Core Insights - China Petroleum has produced over 170 million tons of crude oil and over 41 billion cubic meters of natural gas in Xinjiang, highlighting the region's rich energy resources [1] - Since entering Xinjiang in 1978, China Petroleum has discovered and developed 17 oil and gas fields, with proven oil geological reserves of 2.167 billion tons and natural gas geological reserves of 338.703 billion cubic meters [1] - The Xinjiang oil field has transitioned from a single resource development model to a multi-energy complementary and green transformation approach, aiming to establish a modern energy hub [2][3] Group 1: Production and Technological Advancements - Xinjiang oil field has implemented a "digital oilfield" project since 2002, evolving into an "intelligent oilfield" by integrating IoT and big data technologies [2] - The oil field achieved a data assetization milestone, becoming the first in the country to explore data as an asset, with successful transactions on a national data trading platform [2] - The oil and gas wells in Xinjiang have over 86% IoT coverage, leading to a 30% reduction in production emergency incidents [1] Group 2: Coal Mining Innovations - The Udong coal mine has become a national-level intelligent demonstration coal mine, achieving fully automated coal mining processes [3] - Xinjiang's coal mining operations have transformed to allow for coal extraction without personnel entering the mines, showcasing advancements in mining technology [3] Group 3: Energy Infrastructure and Regional Cooperation - Xinjiang is accelerating the construction of energy corridors such as "West-to-East Gas Transmission" and "West-to-East Power Transmission," enhancing the efficiency of energy delivery [3] - The region is strengthening energy cooperation with neighboring countries, particularly in oil, gas, and coal sectors, contributing to the Belt and Road Initiative [3] - In 2024, Xinjiang's oil and gas equivalent production is projected to reach 66.64 million tons, maintaining the top position in the country for four consecutive years [3]