证券代码：300275 证券简称：梅安森 重庆梅安森科技股份有限公司投资者关系活动记录表 | 测试工作。矿山防爆四足机器狗的研发过程中面临防爆等技术 | | --- | | 难点，研发进展存在一定不确定性，请投资者注意投资风险。 | | 公司将组织各方资源，积极攻坚，争取早日完成样机组装及系 | | 统调试等工作，后期公司会及时披露机器人相关进展情况。 | | 问 3、公司的客户群体如何看待机器狗巡检，目前是否已经有 | | 意向订单? | | 答：矿山行业机器人替代是国家战略，已出台众多政策支持矿 | | 山智能化发展，其中国家矿山安全局等八部门印发的《关于深 | | 入推进矿山智能化建设促进矿山安全发展的指导意见》指出： | | 到 2026 年，煤矿、非煤矿山危险繁重岗位作业智能装备或机 | | 器人替代率分别不低于 30%、20%，鼓励矿山企业逐工种、逐 | | 岗位分类制定机器人替代方案，做到能替尽替。全国矿山井下 | | 人员减少 10%以上。客户目前需求强烈，迫切需要上游公司尽 | | 早研发出机器人产品服务他们的智能化转型战略，提升矿山智 | | 能化安全生产水平。 | | 问 4、公司机器狗 ...

华锡有色(600301.SH)公告称，公司及下属子公司2026年计划投资金额约16.67亿元。其中，新建项目计 划投资12.04亿元，续建项目计划投资4.63亿元。公司2026年度投资计划的实施有利于公司强化资源掌控 能力，加强矿山安全环保管理，提高矿山智能化、绿色化水平，提升产品质量，推进强链、补链、延 链，实现公司高质量、可持续发展。 ...

Core Viewpoint - The comprehensive implementation of mining management will further drive the transformation of the mining industry towards intelligence and automation, increasing the demand for full lifecycle management of equipment and intelligent safety systems [1] Group 1: Industry Trends - The mining industry is expected to see new development opportunities in the equipment and services market due to the shift towards intelligent and automated operations [1] - There is a growing need for intelligent safety systems and lifecycle management in mining operations as the industry evolves [1] Group 2: Company Positioning - The company has established a comprehensive product matrix and modular solutions focused on smart mining, enabling it to provide tailored intelligent support for various mining conditions [1] - The company will continue to monitor policy implementation progress and actively seize market opportunities during the industry's upgrade process [1]

证券日报网讯 12月30日，梅安森在互动平台回答投资者提问时表示，公司各项智能化业务稳步推进 中。公司在稳定煤矿智能化建设基本盘的前提上，大力拓展非煤矿山智能化业务市场，努力保持经营业 绩稳定可持续发展。公司正在积极推进矿山机器人的研发工作，截至目前，公司已完成矿山防爆四足机 器人的整体设计方案论证，核心关键零部件（包括防爆电机、专用防爆电池等）已通过专项试验验证， 正在进行样机组装、系统联调及场地适应性测试工作。矿山机器人研发进展存在一定不确定性，请投资 者注意投资风险。 （文章来源：证券日报） ...

梅安森（300275.SZ）12月30日在投资者互动平台表示，谢谢关注。公司各项智能化业务稳步推进中。 公司在稳定煤矿智能化建设基本盘的前提上，大力拓展非煤矿山智能化业务市场，努力保持经营业绩稳 定可持续发展。公司正在积极推进矿山机器人的研发工作，截至目前，公司已完成矿山防爆四足机器人 的整体设计方案论证，核心关键零部件（包括防爆电机、专用防爆电池等）已通过专项试验验证，正在 进行样机组装、系统联调及场地适应性测试工作。矿山机器人研发进展存在一定不确定性，请投资者注 意投资风险。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：到2026年，建立完整的矿山智能化标准体系，推进矿 山数据融合互通，实现环境智能感知、系统智能联动、重大灾害风险智能预警，全国煤矿智能化产能占 比不低于60%。贵司目前各项智能业务进展如何？ ...

合伙企业是聚焦矿山智能化与绿色低碳转型赛道的战略投资工具，以无人矿卡领域后期项目为核心投资 标的，通过资本注入与资源协同，助力标的企业完成技术规模化落地与全球化布局，同时捕捉矿山智能 化升级浪潮中的确定性投资收益，本基金定向投资于上海伯镭智能科技有限公司。 智通财经APP讯，兔宝宝(002043.SZ)发布公告，公司全资子公司德华兔宝宝投资管理有限公司(以下简 称"兔宝宝投资公司")近日与广东易高智汇股权投资基金管理有限公司(以下简称"易高投资")签署《广东 易高格维创业投资合伙企业(有限合伙)合伙协议》(以下简称"《合伙协议》")，兔宝宝投资公司作为有 限合伙人，认缴出资人民币1,000万元，占认缴出资总额的17.4338%。 ...

证券日报网讯12月18日，尤洛卡（300099）在互动平台回答投资者提问时表示，公司紧抓矿山智能化发 展的市场机遇，专注于特种机器人及智能化装备的研发与应用，已形成较为丰富的产品矩阵。除核心产 品"智能单轨运输机器人"外，还成功推出"智能履带运输机器人""智能轨道安装机器人""智能巡检机器 人"等多款产品。凭借全场景解决方案与模块化定制能力，公司致力于为各类矿山客户提供精准、高效 的智能化升级服务。 ...

Core Insights - The Huoshaoyun Lead-Zinc Mine in Xinjiang has successfully launched an unmanned transportation system, marking a significant breakthrough in intelligent mining construction in extreme high-altitude environments [1] - The mine, located at an average altitude of over 5600 meters, is the highest lead-zinc mine in the world, facing challenges such as low oxygen levels and harsh weather conditions [1] - The unmanned mining trucks enhance operational efficiency and reduce the risk of personnel exposure to hazardous high-altitude conditions [1] Technology and Operations - The unmanned driving system was developed in collaboration with China Railway 19th Bureau and Beijing Linghang Zhitu Technology, incorporating multiple core technologies optimized for high-altitude conditions [1] - The unmanned trucks are equipped with a multi-sensor fusion perception system and a 5G + cloud network vehicle coordination control platform, enabling precise obstacle recognition and optimal path planning [1] - The intelligent control center displays real-time vehicle trajectories, load, and equipment status, allowing remote operators to control the trucks using a 360° panoramic view [2] Future Developments - The unmanned trucks have begun to work in coordination with on-site excavators, with plans to upgrade the system for remote control of excavators to achieve seamless integration of the entire process from loading to unloading [2] - The company aims to expand the scale of unmanned equipment and establish an intelligent operation system that fully automates the "loading-transport-unloading" cycle [2]

Group 1 - The China Machinery Industry Federation's expert committee held a seminar on the "14th Five-Year Plan" for the machinery industry, focusing on the planning goals and key product international competitiveness [1] - The meeting emphasized the need for a systematic approach to planning, covering dimensions such as development scale, innovation capability, green low-carbon initiatives, industrial safety, and quality efficiency [1] - The planning aims to achieve qualitative improvements and reasonable quantitative growth in the industry during the "14th Five-Year" period [1] Group 2 - The heavy machinery industry achieved a total import and export value of $36.064 billion from January to September 2025, with a year-on-year growth of 10.92% [5] - Exports amounted to $33.725 billion, increasing by 12.52%, while imports were $2.339 billion, showing a decline of 7.95% [5] - The industry recorded a trade surplus of $31.369 billion, which is a 14.35% increase compared to the previous year [5] Group 3 - The 2025 China International Coal Development Forum discussed the current status and challenges of coal mine automation, emphasizing its importance in reshaping the industry's position [6][7] - The number of intelligent mining faces in the country increased from 494 in 2020 to 1,930, indicating significant progress in coal mine automation [6] - The forum highlighted the need for advanced technologies and collaborative efforts to overcome existing challenges in coal mine automation [6][14] Group 4 - The "Changsha Intelligent Creation" project has successfully implemented the world's longest-running fully electric unmanned mining truck system at the Tai Ni Ju Rong Mine, operating for three years without accidents [23][25] - The project has demonstrated significant operational efficiency, achieving 1.04 times the efficiency of human labor and saving millions in operational costs [25][27] - The success of this project has led to increased orders for the autonomous driving solutions developed by the company, expanding its application across various mining sectors [26] Group 5 - The 2025 Intelligent Mining Development Conference focused on integrating innovation and green development in the mining industry, aiming for higher quality and sustainable growth [28] - The conference addressed the latest technologies and practices in intelligent mining construction and green mining standards [28] Group 6 - Shandong Mining Machinery celebrated its 70th anniversary, marking a new strategic transformation phase for the company [29][30] - The company is committed to enhancing its research and development capabilities and transitioning from traditional manufacturing to intelligent equipment solutions [30][31] - Shandong Mining Machinery aims to leverage opportunities in the industry’s digitalization and automation trends to improve safety and efficiency [30][32] Group 7 - The introduction of "mouse mining" technology at the Li Jia Hao Coal Mine represents a significant advancement in smart mining, reducing the number of workers needed and increasing production efficiency by 30% [34][35] - The mine has implemented a unified cloud infrastructure and data integration platform to enhance operational safety and efficiency [34] Group 8 - The introduction of the "AI+" strategy by Northwest Mining aims to integrate new technologies with traditional mining practices, enhancing resilience and competitiveness in the industry [36][37] - The company is focusing on 19 intelligent projects to improve various aspects of mining operations, including safety monitoring and optimization [36][37] Group 9 - Boreton Technology launched a new generation of unmanned electric mining trucks, marking a significant step towards large-scale implementation of autonomous mining systems [38][39] - The new trucks are designed to enhance operational efficiency and safety while promoting sustainable mining practices [39] Group 10 - The launch of the green mining microgrid solution by SANY Group in Zambia signifies a new chapter in energy transformation for the African mining sector [40] - The solution has received positive feedback from industry leaders, highlighting its potential to provide a sustainable path for mining operations [40]

Core Insights - Boreton Technology Co., Ltd. launched the world's first native unmanned electric mining truck, the 9M145E, at a product launch event in Wuhan, marking a significant innovation in mining transportation [1][4][16] - The 9M145E is designed to revolutionize traditional mining transport methods, emphasizing efficiency, safety, and environmental sustainability [7][15] Technology and Innovation - The 9M145E features three core unmanned driving technologies that enhance operational efficiency and safety, supported by a multi-modal large model intelligent mining card scheduling system [3][11] - The E2E intelligent driving system, developed by Boreton, enables deep collaboration between cloud-based and vehicle-based models, allowing the mining truck to adapt and optimize its decision-making in complex environments without human intervention [8][11] Market Position and Strategy - Boreton's intelligent mining solutions have been successfully implemented in resource-rich regions such as Africa and West Asia, showcasing the company's global expansion capabilities [7][15] - The company aims to become a global leader in mining intelligence and zero-carbon transformation, with the 9M145E representing a key step towards this long-term strategic goal [15][16] Comprehensive Solutions - Boreton offers a complete intelligent mining solution that integrates networked light storage, electric equipment, unmanned driving technology, and intelligent scheduling systems, moving beyond single equipment offerings [12][15] - The launch of the 9M145E signifies the beginning of a new era in mining intelligence, with Boreton committed to continuous innovation in unmanned driving, multi-modal scheduling, and green energy technologies [16]