2025年11月21日，博雷顿科技股份公司（01333.HK）在武汉工厂举行"重塑矿境，智启未来"新品发布会，全球首款原生无人驾驶纯电矿卡9M145E正式亮 相。这款彻底颠覆传统矿山运输模式的"矿山机器人"，凭借三大核心无人驾驶亮点与全场景适配优势，吸引了行业媒体与专家的高度关注，更彰显了博雷顿 在矿山智能化领域的技术领导地位，为全球矿山行业开启高效、安全、绿色的全新篇章。 在发布会上博雷顿的无人驾驶CTO白富儒强调："无人驾驶效率不超过人工是没有意义的"。9M145E的三大无人驾驶核心技术，正是实现效率超越、安全升 级的关键所在，更搭配多模态大模型智慧矿山卡调系统，构建全流程智能作业闭环。 搭载博雷顿自主研发的E2E智驾系统，以数据驱动为核心，实现云端大模型与车端模型的深度协同。云端大模型持续进行数据生成与算法迭代，车端模型实 时接收优化指令，让矿卡在复杂矿山环境中不断进化决策能力，无需人工干预即可精准完成运输任务，作业效率远超传统人工驾驶。 9M145E：矿山运输的"机器人化"革新 作为全球首款为矿山量身打造的原生无人驾驶矿卡，9M145E彻底取消驾驶室，重构底盘与传感系统，真正实现 "机器人化"作业。其 ...

智通财经APP获悉，2025年11月21日，博雷顿科技股份公司（01333）在武汉工厂推出全新一代无驾驶室纯电动无人驾驶专用矿卡——博雷顿9M145E，并举 行新车下线仪式。作为"零碳矿山机器人第一股"，博雷顿本次发布的车型不仅刷新了行业对无人驾驶矿卡的认知，更代表着矿山生产从传统人工驾驶向真正 的无人驾驶体系迈入大规模落地的关键阶段。在能源革命与智能化变革同步加速的背景下，这款车型的推出具有标志性意义，被视为矿区生产方式重塑的重 要拐点。 无人驾驶能力全面跃升：效率与稳定性达到新高度 新车型搭载博雷顿自研的 E2E 端到端智驾系统，通过多维感知融合、智能路径规划以及基于多模态矿山大模型的实时决策，使车辆在装载、运输、排放等 全流程作业中呈现出高度一致的作业效率与稳定性。相比传统人工驾驶，无人驾驶车辆在夜班、长距离、复杂路况等场景下的表现更加均衡，能够显著降低 作业波动，提升单位时间内的有效生产量。在多矿区的长期运行中，博雷顿无人驾驶车辆在稼动率、周转效率和安全性方面均表现突出，验证了其大规模商 业化应用的可行性。 行业与技术前景：无人驾驶电动矿卡进入规模化增长期 在全球矿业正经历数字化、电动化和自动化三重变 ...

Group 1 - The company has developed the SPG Industrial Intelligence Development Platform based on the SPG mining safety model to address the demand for intelligent mining solutions [2] - The current product solutions are in the application promotion stage, indicating ongoing efforts to commercialize the AI products [2] - There is a noted uncertainty in the commercial promotion of these products, which investors should be aware of [2]

Core Viewpoint - The upcoming launch event for Boreton's unmanned electric mining truck on November 21 marks a significant transition from "demonstrative intelligent driving" to "true unmanned driving," showcasing China's strength in automation, intelligence, and green transformation in the mining industry [1] Group 1: Practicality and Design - The new mining truck is designed specifically for unmanned driving from the ground up, featuring a structure, control systems, and algorithms tailored for intelligent driving, rather than being a modified version of an existing vehicle [2] - The absence of a driver's cabin reflects Boreton's comprehensive understanding of "unmanned" technology, enhancing the vehicle's perception capabilities, performance, and safety [2] Group 2: Efficiency Revolution - Boreton's new vehicle represents a shift in unmanned driving from being seen as an auxiliary or experimental technology to becoming a genuine efficiency revolution [3] - The self-developed E2E intelligent driving system enables the vehicle to achieve production efficiency comparable to or exceeding that of human-operated vehicles, marking a transition from concept to commercially viable technology in mining automation [3] Group 3: Intelligent Mining System - The E2E intelligent driving system allows for intelligent coordination throughout the entire process of loading, transporting, and unloading, enabling efficient operation in complex environments [4] - The design prioritizes safety, incorporating features such as a high-strength integrated chassis, dual-redundancy braking systems, and intelligent obstacle avoidance algorithms [4] Group 4: Green Mining Solutions - Boreton proposes a systematic green mining solution that integrates unmanned driving with clean energy, creating a closed-loop system for energy self-sufficiency and intelligent operations [5] - This launch is not just about a new product but represents the birth of a comprehensive new production system aimed at enhancing safety and efficiency in mining operations [5]

Core Viewpoint - The article emphasizes the transition of mining from "intelligent" to "wisdom" through the integration of AI technologies, enhancing the understanding of logical relationships and enabling autonomous reasoning beyond existing data limitations [1][11]. Group 1: Technological Advancements - A range of new technologies and equipment focusing on intelligent coal mining, green low-carbon transformation, and efficient utilization were showcased at the recent China International Coal Mining Technology Exchange and Equipment Exhibition [2]. - The intelligent equipment has significantly improved the industry's landscape, with China's comprehensive mining, tunneling, and transportation equipment now leading globally [4]. - Major advancements in intelligent mining have been achieved, including the establishment of the world's first 8.8-meter ultra-high intelligent working face and the production efficiency increase of 16.7% in thin coal seam operations [4]. Group 2: Current State and Challenges - As of April this year, there are 1,806 intelligent mining working faces across 907 coal mines, with intelligent mining capacity exceeding 50% [4]. - Despite progress, the coal mining industry faces challenges such as uneven construction progress, unstable foundations, and low operational levels, with high-grade intelligent working faces operating below 60% of the time [6]. Group 3: Human-Machine Collaboration - The fundamental goal of mining intelligence is to reduce personnel, enhance safety, and improve efficiency, but current intelligent equipment faces reliability and data interaction issues [8]. - Human-machine collaboration is seen as a viable solution to enhance operational reliability, combining geological data and intelligent equipment [9]. Group 4: AI Integration - AI is leading a new trend in the mining industry, enabling deeper integration of artificial intelligence across production processes [11]. - The application of AI in risk management has resulted in significant safety improvements, with a 92% reduction in the death rate per million tons and a 40% increase in employee efficiency [11]. - Future developments in AI and embodied intelligence are expected to transform traditional mining equipment into autonomous intelligent agents capable of decision-making and operational execution [12].

Core Insights - The core focus of the news is the launch of the comprehensive coal storage safety solution by Zhonggan Group at the 21st China International Coal Mining Technology Exchange and Equipment Exhibition, showcasing a full-process intelligent management capability from perception to disposal and operation [1][2]. Group 1: Systematic Upgrade - Zhonggan Group's coal storage safety solution transitions from "passive disposal" to "active prevention," addressing three major pain points in traditional coal storage operations: high risks of manual clearing, difficulty in early warning for blockages and collapses, and low efficiency in fault handling [2]. - The solution integrates seven core modules, including a smart coal storage management platform and various monitoring and handling devices, creating a closed-loop intelligent management system that enhances safety management to a proactive prevention stage [2]. Group 2: Intelligent Clearing Robot - The intelligent clearing robot is the central equipment of Zhonggan Group's safety solution, featuring advanced technology such as high-speed flexible cutting, a 360° omnidirectional rotating arm with a working radius exceeding 50 meters, and explosion-proof performance due to the use of copper alloy hammer heads [2][3]. - The robot incorporates high-definition cameras and 3D radar for intelligent control, along with adaptive torque adjustment capabilities to ensure operational efficiency and wall safety [2]. Group 3: Recognition and Application - The intelligent clearing robot has been recognized as a "top ten benchmark case" by the National Mine Safety Supervision Bureau and has been awarded as a "three new" promotion equipment in Anhui Province, confirming its technological advancement and reliability [3]. - The solution has been implemented in over a hundred mines across the country, demonstrating good adaptability and stability in various geological conditions and storage environments, thus playing a key role in promoting mine automation and mechanization [3]. Group 4: Paradigm Shift in Mining Operations - The introduction of Zhonggan Group's coal storage safety solution signifies a fundamental shift in mining operation philosophy, moving from reliance on human intervention to technology-based prevention, and from experience-driven practices to data intelligence [4]. - The company aims to continue integrating intelligent equipment with system solutions to support the development of "less human, unmanned, intelligent, and green" mining operations, providing robust technical support for global mining safety and efficient operations [4].

Core Viewpoint - Meiansen (300275) reported a decline in performance due to the downturn in the coal industry, but is focusing on intelligent mining construction and diversifying into new fields such as mining robots and satellite communication to create new growth engines [1][2] Group 1: Financial Performance - In the first three quarters of 2025, the company achieved an operating income of 317 million yuan and a net profit attributable to shareholders of 39.59 million yuan, with a basic earnings per share of 0.13 yuan [1] - The net profit after deducting non-recurring items was 36.14 million yuan [1] Group 2: Industry Context - The overall performance of the industry has declined due to the downturn in the coal sector, prompting Meiansen to stabilize its coal business while expanding into non-coal mining markets [1] - Recent policies such as the "Key R&D Directory for Coal Mine Robots" and "Guidance on Promoting Intelligent Mining Construction" support the integration of AI and mining, aiming for a robot replacement rate of at least 30% in coal mines and 20% in non-coal mines by 2026 [1] Group 3: Strategic Initiatives - The company is actively incubating its mining robot business to create new profit growth points, having established a subsidiary focused on this area [2] - Meiansen is advancing the research and development of explosion-proof mining robots, with initial design plans completed and key technology validation underway [2] - The company’s subsidiary has developed core technologies for satellite communication, enabling services in areas without 5G coverage, which could synergize with its main business [2]

Core Viewpoint - The collaboration between Rio Tinto and Hitachi Construction Machinery aims to develop remote operation technology for large hydraulic excavators, enhancing safety and efficiency in mining operations [2][5]. Group 1: International Cooperation - Rio Tinto and Hitachi Construction Machinery announced a joint effort to develop remote operation technology for large hydraulic excavators, expanding existing remote control and autonomous driving technologies from mining trucks to more complex excavator operations [2]. - This partnership represents a significant step for Rio Tinto in advancing mine automation and improving safety and efficiency [2]. Group 2: Hitachi's Technical Support - Hitachi Construction Machinery provides robust technical and product support, with its EX series large hydraulic excavators, particularly the EX3600-6 model, having achieved a milestone of 100,000 hours of continuous operation at the Kumtor gold mine, demonstrating reliability under extreme conditions [5]. - Hitachi's recent advancements in digital platforms and global service networks lay the groundwork for remote operation, including the LandCros Connect monitoring system and the expansion of its remanufacturing center in Zambia [5]. Group 3: Chinese Enterprises' Diversified Exploration - Chinese companies are rapidly transitioning to intelligent mining, with remote control technology for excavators moving from exploration to practical application, showcasing diverse paths and business models [8]. - NetEase's Lingdong has developed an intelligent excavation robot solution using AI and digital twin technology, achieving remote control and automation with a latency of less than 90 milliseconds in over 100 projects [8]. - The Taiyuan Heavy Industry Group's project on remote control systems for mining excavators has demonstrated a 5% increase in operational efficiency and an annual benefit of approximately 5 million yuan per unit [8]. Group 4: Future Trends and Challenges - The collaboration between Hitachi and Rio Tinto, along with practices from Chinese enterprises, illustrates the rapid development of remote operation technology in global mining, driven by safety and efficiency improvements [12]. - Future advancements are expected to evolve from "one-to-one" remote control to "one-to-many" semi-autonomous or fully autonomous operations, requiring enhanced environmental perception and decision-making capabilities [12]. - Challenges include system reliability, interference resistance, network security, and the need for skilled operators, particularly for small to medium-sized mines [12].

Core Viewpoint - The company focuses on "technological innovation + scenario application" as a dual driving force to enhance its core business in intelligent mining construction [1] Group 1: Business Strategy - The company aims to solidify its coal mining business while aggressively expanding into the non-coal mining market to increase market share and profitability [1] - The company plans to increase R&D investment to improve its product chain, solidify its technological and product leadership, and enhance its comprehensive solution capabilities [1] - The company is responding to policy and market demands by prioritizing the incubation of mining robot business to support clients' intelligent and unmanned transformation and upgrades [1] Group 2: Financial Strategy - The company intends to utilize capital market tools effectively to enhance both the scale and quality of the business, achieving dual growth in enterprise and shareholder value [1]

Core Insights - The average number of mining accidents and fatalities from 2021 to 2024 has decreased by 29.7% and 29.1% respectively compared to the "13th Five-Year Plan" period [1] Group 1: Safety Improvements - A comprehensive risk monitoring and early warning system has been established, integrating data from all operational coal mines, tailings ponds, and most steep slope metal and non-metal open-pit mines [1] - Over 10,000 remote inspections have been conducted across the system, identifying more than 42,000 issues, including over 480 major safety hazards, which have been promptly addressed [1] Group 2: Technological Advancements - The number of intelligent coal mining working faces has increased from 494 in 2020 to 1,930 currently [1]