证券日报网12月11日讯南矿集团（001360）在12月10日回答调研者提问时表示，公司海外业务以矿山项 目为核心，主要服务于中资企业在海外运营的矿业项目，同时逐步推动本土化运营与市场渗透。公司目 前聚焦于矿产资源丰富、矿业活动集中的地区，致力于提供从设备供应到后期运维的一体化解决方案。 ...

Core Viewpoint - Nanmin Group (001360) emphasizes the standardization of its sand and gravel aggregate product line, primarily focusing on crushing and screening equipment, while its mining business involves more complex processes and personalized solutions, requiring higher equipment reliability and continuous operation [1] Group 1 - The sand and gravel aggregate product line is relatively standardized [1] - The mining business involves more complex processes and personalized solutions [1] - The company’s sales team possesses cross-business service capabilities [1]

Core Insights - The mining equipment industry is essential for the extraction and processing of solid raw materials, serving key sectors such as metallurgy, coal, construction, and chemical industries [5][9] - The global mining equipment market is projected to grow to 736.8 billion yuan in 2024, with excavating equipment accounting for 49.14%, transportation equipment for 30.72%, and auxiliary machinery for 20.14% [5][9] - By 2025, the market is expected to reach 775.9 billion yuan, with a slight shift in the share of equipment types [5][9] Market Size and Growth - The global mining equipment market is anticipated to grow significantly, with 2024 estimates at 736.8 billion yuan and 2025 estimates at 775.9 billion yuan [5][9] - In 2024, the North American market is expected to be 189.4 billion yuan, Europe at 145.7 billion yuan, and Asia at 289.4 billion yuan, with China contributing 16.69% [7][9] - By 2025, North America is projected to reach 197.3 billion yuan, Europe 151.7 billion yuan, and Asia 306.8 billion yuan, with China's share slightly increasing to 16.72% [7][9] Equipment Classification - Mining equipment can be categorized into three main types: excavating equipment (including mining excavators and drills), transportation equipment (such as dump trucks and conveyor systems), and auxiliary equipment (including drilling and crushing machinery) [3][5] Industry Trends - The demand for mining equipment is expected to rise due to advancements in mining technology and the implementation of "green" and "smart" mining strategies in China [9] - The increasing depth of mining operations necessitates more advanced equipment, indicating a growing market for mining machinery [9] Key Companies - Notable companies in the mining equipment sector include SANY Heavy Industry, Shandong Mining Machinery, and Caterpillar Inc., among others [5][9]

声明：本内容由AI生成，数据资料来自于交易所及第三方公开信息，仅供参考，不构成投资建议。 交易所数据显示，截至2025年12月8日10时33分，南矿集团当前价格20.72元，涨幅9.98%，已连续2个交 易日涨停。该股开盘20.20元，最高20.72元，最低19.20元，成交量23.20万手，成交额4.66亿元，振幅 8.07%，换手率28.37%。 市场炒作点围绕公司在贵金属资源矿山项目的布局及业务转型展开。公司以股东身份参与各类贵金属资 源矿山项目，战略核心在于锁定长期高价值的运维服务业务，从设备供应商转型为运营服务商；同时在 南美市场布局海外仓，拓展发展空间，订单覆盖金矿、铜矿、锂矿等多个高价值矿种。 消息面上，南矿集团11月21日披露的机构调研纪要显示，公司以股东身份参与各类贵金属资源矿山项 目，战略核心不仅在于设备销售或资源获取，更在于锁定长期、高价值的运维服务业务。此举旨在转型 服务锁定长期收益、打造标杆验证商业模式、获取投资收益实现价值共赢。公司计划在南美地区启动海 外仓基地建设，已安排技术和销售团队考察选址及当地市场环境。公司在金属矿山领域的订单结构呈现 以黑色金属为主导、有色金属多元发展的格 ...

2021年12月及2022 年6月，临工重机完成A轮及B轮融资，募集资金1.59亿元及15.2亿元。2024 年 12 月，济南仁信为临工重机增 资，作价2.36亿元。 临工重机引入投资者包括前海投资、华宸创投、中金公司（3908.HK）、建设银行(0939.HK)、兴业证券(601377.SH)、吉富创投、 鲁信创投(600783.SH）、远东宏信(3360.HK)等。 其中，中金公司为临工重机的联席保荐人之一。 前海投资为临工重机的主要投资人，在B轮融资中的投资额将近4亿元。而在2022年5月，前海投资还向临工集团收购了临工重机 4.85%的股权，作价2.1亿元。最终，前海投资控制临工重机10.24%的股权。 瑞财经 严明会 近日，港交所文件显示，临工重机股份有限公司（以下简称"临工重机"）向港交所提交上市申请书，联席保荐人为 中金公司、兴证国际。 招股书显示，临工重机是全球领先的矿山设备和高空作业设备企业，致力于以创新和科技持续为全球客户提供智能化、高效、绿色 的解决方案。 临工重机成立于2012年2月，注册资金5000万元，实际由临工集团100%持有。2013年11月至2020年8月，临工重机注册资本 ...

Core Viewpoint - The article highlights the emergence of "driverless + pure electric" mining trucks as a new trend in the mining industry, emphasizing their advantages in automation and environmental sustainability [1][6]. Group 1: Industry Trends - A series of new mining trucks have been launched this year, featuring a design without a driver's cabin and powered entirely by electricity, leading the trend of driverless operations in mines [1][6]. - The demand for mining trucks in China's open-pit coal mines remains around 30,000 units annually, with a shift towards electric/hybrid and intelligent solutions driven by policies, safety, environmental concerns, and new energy [5][6]. Group 2: Technological Advancements - The latest driverless mining trucks are equipped with large-capacity battery systems, such as a 564 kWh battery that can carry 90 tons for approximately 60 kilometers on a full charge, replacing 15,000 tons of diesel annually and reducing CO2 emissions by 48,000 tons [6]. - The design of driverless trucks eliminates the driver's cabin, allowing for increased battery capacity and advanced computational power, which enhances automation capabilities in complex mining environments [6][10]. Group 3: Performance and Efficiency - Electric mining trucks offer natural advantages in control response, with electric motors providing instantaneous torque output and seamless integration with autonomous systems, improving operational efficiency and safety [7][9]. - The integration of electric platforms with intelligent algorithms allows mining trucks to function as autonomous robots, capable of self-sensing, decision-making, and execution in challenging mining conditions [10]. Group 4: Challenges and Future Outlook - The industry faces challenges in developing larger-tonnage electric driverless trucks, particularly regarding battery performance, including energy density, power output, and safety, as increased weight can affect stability and payload capacity [11]. - The introduction of range-extended mining trucks has been noted, which combine electric and diesel power to enhance efficiency, with one model recovering 40,046.72 kWh of energy annually and achieving an 8.8% fuel savings rate [12].

Core Insights - The global mining equipment market is projected to grow to 736.8 billion yuan in 2024, with excavating equipment accounting for 49.14%, transportation equipment for 30.72%, and auxiliary machinery for 20.14% [4] - By 2025, the market size is expected to increase to 775.9 billion yuan, with excavating equipment at 48.84%, transportation equipment at 31.14%, and auxiliary machinery at 20.02% [4] - The mining equipment industry is crucial for the extraction and processing of solid raw materials and fuels, serving key industrial sectors such as metallurgy, coal, construction, and chemicals [3][4] Market Size and Growth - The global mining equipment market is anticipated to reach 736.8 billion yuan in 2024 and 775.9 billion yuan in 2025 [4] - In 2024, the North American mining equipment market is projected to be 189.4 billion yuan, Europe at 145.7 billion yuan, and Asia at 289.4 billion yuan, with China accounting for 16.69% [4] - By 2025, North America is expected to reach 197.3 billion yuan, Europe 151.7 billion yuan, and Asia 306.8 billion yuan, with China's share slightly increasing to 16.72% [4][5] Industry Structure - The mining equipment industry can be categorized into three main segments: excavating equipment, transportation equipment, and auxiliary machinery [3][4] - The upstream supply chain includes raw materials like steel, copper, and aluminum, as well as core components such as hydraulic pumps and precision transmission devices [5] - The downstream clients include coal mining companies and various metal mining sectors [5] Competitive Landscape - The global mining equipment manufacturing industry is experiencing significant changes, with the top 50 manufacturers expected to generate a total sales revenue of 76.655 billion USD in 2025, a 4% decrease from the previous year [8] - Caterpillar leads the market with a sales revenue of 12.389 billion USD, followed by Komatsu at 12.204 billion USD, while Chinese companies like TianDi Technology and Zhengzhou Coal Mining Machinery Group rank 6th and 7th respectively [8] - The market concentration is high, with the top five companies accounting for 55% of total sales, and the top twenty for 88.29% [8] Industry Trends - The mining equipment market is expected to continue growing due to increased global mining investments and technological advancements [8] - The industry is undergoing a technological revolution, with a focus on smart and green mining solutions [8] - The Chinese mining equipment sector is entering a golden era, driven by significant market demand and ongoing R&D investments [9]

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]

Core Insights - The company is focusing on transforming from an "equipment supplier" to an "operational service provider" in the precious metals mining sector, aiming for long-term high-value operational business [3] - The South American market is a key area for overseas expansion due to its rich mineral resources and compatibility with the company's technology [4] - The current order structure is dominated by black metals, with a diversified development in non-ferrous metals, particularly copper [5] Group 1: Business Strategy - The company aims to lock in long-term operational revenue by signing long-term maintenance contracts through equity participation in mining projects, with operational costs accounting for 80% of the total lifecycle cost of mining equipment [3] - The company is implementing an "investment + EPC + O" model, starting with the Brownhill gold mine project, to accumulate experience for replication in larger projects [3] Group 2: Market Expansion - The company plans to establish overseas warehouses in South America, focusing on high-value minerals such as gold, copper, and lithium, with copper being particularly prominent in the non-ferrous metal sector [4] - The overseas warehouse will typically cover an area of 10 to 20 acres and will include basic water, electricity, and logistics functions [4] Group 3: Order Structure - The order structure is characterized by a dominance of black metals, particularly iron ore, which has the highest order share due to economies of scale [5] - The company emphasizes the need to optimize the order structure to increase the proportion of high-value mineral types [5] Group 4: Competitive Advantage - The company is establishing a differentiated advantage in overseas markets through "nanny-style" services and localized technical support, which are rare among domestic companies [6] - The implementation of a smart maintenance system using 5G and IoT technology allows for predictive maintenance, enhancing equipment utilization and reducing unplanned downtime [6] Group 5: Profitability - The company's gross margin is improving due to changes in business structure, with a higher revenue share from the more profitable metal mining business compared to sand and gravel [7] - The share of after-market services, including maintenance and parts, is continuously increasing, contributing to the overall improvement in gross margin [7]

南昌矿机集团股份有限公司投资者关系活动记录表 答：公司在金属矿山领域的订单结构呈现以黑色金属为主导、有色金属多元 发展的格局。从矿种构成来看，铁矿是目前在手订单中占比最高的核心业务，主 要得益于其大规模开采带来的显著规模效应，因此在产值贡献上居于首位。与此 同时，公司在有色金属领域持续拓展，订单覆盖了金矿、铜矿、锂矿等多个高价 值矿种，其中铜矿在有色金属板块中产量与订单规模相对突出。 4. 请问公司与中大型矿山客户的合作模式及推进方式？ 答：矿山业主在装备领域的投资占项目总投资比例较小，更侧重于矿山资源 与开采环节的投资。在合作方式上，公司需参与其招标流程。目前国产设备进入 其体系仍面临低价竞争挑战，但公司强调以技术服务与持续维保为核心，构建差 异化竞争优势。 5. 海外仓建设与智能维保系统如何支撑海外业务？ 答：海外仓以租赁或购置为主，面积通常在十几至二十亩，具备基础水电与 物流配送功能。公司核心竞争力在于后端的智能维保系统。公司通过 5G+物联网 技术，实时回传设备运行参数，实现预测性维护，极大提升设备稼动率，减少非 计划停机。该系统已在多个项目中应用，获得客户高度认可。 证券代码：001360 证券简称 ...