下单到安全员下车，整体周期最少接近 3 个月，各项条件完备情况下可 缩短至 1-2 周，但适用规模较小。 Q&A 无人矿卡在实际落地中通常有哪些定价与合作模式？客户会如何在"购买套件/ 技术交付、购买整车、租赁、工程运营"等不同模式之间选择？未来模式占比 可能如何变化？ 矿山无人化运营方专家交流 20260226 摘要 无人驾驶矿卡行业呈现多方协作模式，包括矿方直接采购、主机厂与科 技公司租赁合作，以及无人驾驶科技公司主导的工程运营模式，易控智 驾正从工程运营向技术交付转型，而西迪智驾侧重纯技术交付。 技术服务收费通常与质保期绑定，单车三年服务费主流区间为 60 万 ~65 万元，折算至每吨约 0.7 元。工程运营报价随合同期限延长而降低。 报价差异主要取决于单车可分摊的年运输规模，煤矿场景报价较低，金 属矿较高，骨料矿因减产导致单位报价更高。 煤矿车辆在无人矿卡存量中占比高，易控和西迪均超过 80%。单车三年 服务费从 65 万~70 万降至 60 万~65 万，主要受硬件成本下降和行业 竞争加剧驱动，但软件定制化需求和交付成本限制了价格的进一步下降。 行业运输效率持续提升，从 2023 年的 70%~75 ...

Group 1 - The core focus of the signing ceremony was on the procurement of 500 electric unmanned mining trucks, aiming to create a fully automated and intelligent mining process, promoting digitalization and zero-carbon transformation in the mining industry [2][3] - Xidi Zhijia, as the core provider of unmanned driving systems, will support Guangna Group with technology for full mine automation, marking a significant step towards large-scale application of unmanned mining technology [3][4] - The procurement of 500 electric unmanned mining trucks signifies Guangna Group's recognition of Xidi Zhijia's technology and solutions, indicating a new phase in the large-scale application of unmanned mining technology [3][4] Group 2 - Guangna Group has initiated pilot applications for electric unmanned mining trucks, and this bulk purchase marks the acceleration of their large-scale application [4] - Xidi Zhijia will continue to provide core technologies for full mine automation, aiding Guangna Group in promoting a new mining model and improving the ecological environment in the Ulanqab region [4]

Core Viewpoint - The stock of Xidi Intelligent Driving (03881) rose over 6% following the announcement of a significant procurement agreement for 500 electric unmanned mining trucks with Guona Group, marking a milestone in the company's transition to large-scale application of its autonomous driving technology [1] Group 1: Company Developments - Xidi Intelligent Driving's stock increased by 6.12%, reaching 236 HKD with a trading volume of 2.8873 million HKD [1] - The procurement signing ceremony took place on February 9, where Xidi Intelligent Driving participated as a core provider of autonomous driving system solutions [1] - The partnership includes collaboration with Tongli Heavy Industry, CATL, and Jiangsu Hengwang to promote the automation, greening, and intelligence of mining operations [1] Group 2: Industry Impact - The focus of the procurement is on electric unmanned mining scenarios, aiming to create a new process for fully automated mining operations [1] - The initiative is part of a broader effort to drive digitalization and zero-carbon transformation in the mining industry [1] - Xidi Intelligent Driving aims to achieve normalized unmanned production operations in Guona Group's Hohhot mining area by December 2025 [1]

Group 1 - The signing ceremony on February 9 marked the procurement of 500 pure electric unmanned mining trucks by Guangna Group, with Xidi Zhijia as the core provider of unmanned driving system solutions [1][3] - The primary goal of this collaboration is to create a new process for fully unmanned mining operations, promoting digitalization and zero-carbon transformation in the mining industry [3][5] - Xidi Zhijia will provide essential technological support for the full automation and intelligence of mining operations, which is crucial for achieving fully unmanned mining processes [3][5] Group 2 - By December 2025, Xidi Zhijia's unmanned mining trucks are expected to achieve regular unmanned production operations in Guangna Group's Hohhot mining area [3] - The procurement of 500 unmanned electric mining trucks signifies Guangna Group's strong endorsement of Xidi Zhijia's unmanned driving technology and solutions, marking a new phase of large-scale application [3][5] - Xidi Zhijia aims to continuously deliver core technologies for full mining automation, assisting Guangna Group in promoting a new model of mining operations and significantly improving the ecological environment in the Ulanqab region [5]