2 0 2 5年6月2 2日，港交所官网正式披露了北京极智嘉科技股份有限公司（下称"极智嘉"）的聆 讯后资料集。 这意味着， 极智嘉即将成为"全球仓储AMR（自主移动机器人）第一股"。 据统计，在过去这一个月内，仙工智能、乐动机器人、卧安机器人等一系列国内机器人产业 链公司纷纷向港交所递交招股书，加上本次通过聆讯的极智嘉与稍早前交表的云迹科技，以 及已先后成功在港挂牌上市优必选、地平线机器人、越疆科技等，港股俨然已形成了一股"机 器人企业上市热潮"。 其中， 今年以来，优必选、地平线和越疆科技这三家机器人企业分别实现了约4 0%、8 0%和 1 3 5%的涨幅，可谓颇受市场追捧。 值得注意的是，就在一周前，摩根士丹利分析师发布研究报告称，2 0 2 4年中国在全球机器人 市场所占份额约4 0%；未来四年，中国机器人市场规模预计以2 3%的复合年增长率从2 0 2 4年 的4 7 0亿美元增长至2 0 2 8年的1 0 8 0亿美元，四年时间将翻超过一倍，进一步巩固中国在全球 机器人领域的统治地位。 可以说，中国的机器人企业正在重塑中国乃至全球的制造业，未来将对社会产生更深层次的 影响。 "全明星阵容" 领衔港 ...

Core Insights - The article discusses the growth and application of mining robots in China, particularly in coal mining, highlighting the government's initiative to promote robot usage for safety and efficiency in the mining sector [1][10]. Coal Production and Robot Demand - In 2023, China's coal production reached 4.71 billion tons, a historical high with a year-on-year growth of 3.4% [3]. - The output from large-scale coal enterprises was 4.66 billion tons, an increase of 1.6 million tons or 2.9% compared to the previous year [3]. - For 2024, the projected coal production is 4.78 billion tons, reflecting a year-on-year increase of 1.2% [3]. - The focus of coal production is shifting towards the central and western regions of China, with expectations of continued growth in production and consumption through 2025 [3]. Mining Robot Applications - The National Mine Safety Administration and the Ministry of Industry and Information Technology have selected 66 typical application scenarios for mining robots, with 55 scenarios in coal mining and 11 in non-coal mining [1]. - Various companies are involved in the production and application of mining robots across different scenarios, including autonomous operations in tunneling, support, and transportation [5][7][9]. Metal Production and Robot Demand - The article outlines the increase in metal ore production in China, with a focus on the demand for robots in metal mining activities such as drilling and transportation [13]. - The growth in metal production is driven by emerging market demand, government policies, and increased construction activities, which are expected to boost the demand for mining robots in this sector [13]. Non-Metal Resource and Robot Demand - As of the end of 2023, China has identified 173 types of minerals, with non-metallic minerals accounting for 95 types [14]. - The article notes significant growth in the reserves of various non-metallic minerals, indicating potential future demand for mining robots in this sector [14]. - Currently, the application of robots in non-metallic mining is still in its early stages, with a lack of specialized products and clear application scenarios [15]. Conclusion - The mining robot industry in China is poised for growth, driven by increasing coal and metal production, government initiatives, and the need for enhanced safety and efficiency in mining operations [1][10][3][13].