证券日报网讯 12月29日，大宏立在互动平台回答投资者提问时表示，公司始终密切关注矿山装备领域 相关前沿技术的发展动态，积极探索数智技术与矿山业务场景的深度融合，致力于形成覆盖矿山多作业 场景的智能化产品序列，为客户提供更高效、安全的整体解决方案。 （编辑 楚丽君） ...

近日，博雷顿（01333.HK）在新疆矿区向鸣阳矿业项目现场成功交付首批40台纯电动无人驾驶矿卡。 这标志着双方合作从协议走向实操，也意味着博雷顿为复杂矿山场景打造的软硬件一体化无人运输系统 正式投入规模化应用。 首批40台无人矿卡落地，博雷顿迈入规模化商业交付新阶段 博雷顿选择的路径是长期主义和实用主义道路，但也是矿山智能化转型最务实、最踏实的道路。随着更 多矿区进入建设阶段，无人驾驶正在从想象变成现实，而博雷顿将在这一进程中不断完善自己的技术体 系和产品能力，让能源更清洁，让生产更智能，让管理更高效。 从行业维度来看，此次规模化交付更具标杆意义。它打破了此前无人矿卡行业以"示范试点"为主的发展 局限，成功打造出"技术深度适配场景、批量稳定落地运营"的可复制商业模式。这一成果不仅充分验证 了博雷顿"软硬件一体化+正向开发"技术路线的先进性与可行性，更为公司向全国其他矿区拓展市场、 获取新客户树立了可参照的标杆案例。 无人矿卡迎来产业化窗口期 博雷顿从验证走向复制 矿山行业正加速智能化，无人驾驶是核心方向且价值已获场景验证。相较人工驾驶，其能实现运行稳、 路径准、安全性高的作业效果，提升矿山整体组织能力与效率 ...

Summary of Longking Environmental Conference Call Company Overview - **Company**: Longking Environmental - **Industry**: Environmental Protection and Renewable Energy Key Points Shareholder Dynamics - Zijin Mining fully subscribed to Longking Environmental's 2 billion yuan private placement, increasing its shareholding from 25% to nearly 34%, providing significant financial support and accelerating future funding capabilities [2][3] Green Energy Business Performance - In the first three quarters of 2025, Longking Environmental's green energy business net profit reached 170 million yuan, significantly higher than the previous year's total of 70-80 million yuan [2][8] - The Lagocuo Salt Lake photovoltaic project contributed notably, with expected unit profitability exceeding 500 million yuan per megawatt [9] - New projects, including the Mamito Salt Lake photovoltaic and the Congo hydropower station, are anticipated to drive future performance growth [2][9] Storage and Emerging Business Areas - Longking Environmental is actively recovering its storage business, achieving a turnaround in profitability in 2025, with total battery cell deliveries of 5.9 GWh from January to September [6][12] - The company is exploring new fields such as mining new energy, green electricity, and wall-climbing robots, providing certainty for growth over the next three years [6] Environmental Protection Sector - The environmental protection segment serves as a stabilizer for the company, contributing stable and predictable performance [10] - In 2025, new orders in this sector reached 7.6 billion yuan, with a year-on-year growth of 11%, and the backlog of orders stood at 19.7 billion yuan, sufficient to support two years of performance confirmation [15] Future Growth and Valuation - Zijin Mining aims to achieve a 30% self-supply rate of green electricity by 2030, with a demand for approximately 7 GW of green energy installations [11] - Longking Environmental's current valuation is not fully recognized by the market, particularly for specific projects like mining green electricity, which have higher profitability than average [7] - Overall profit for 2025 is expected to exceed 1.1 billion yuan, with projections for 2026 and 2027 reaching 1.0-1.5 billion yuan and 1.6-1.7 billion yuan, respectively [16] Equipment Business Developments - The equipment business includes mining heavy trucks, mining equipment, and wall-climbing robots, with successful deliveries already made [14] - Partnerships with companies like Hunan Chuangyuan and Jitai Intelligent are expected to become significant growth points in the future [14] Conclusion - Longking Environmental is positioned for strong growth in the green energy sector, supported by significant shareholder investment and a stable environmental protection business. The company is exploring new technologies and markets, which could enhance its profitability and market valuation in the coming years.

Core Insights - The launch of a driverless pure electric mining truck marks a significant advancement in China's mining equipment industry, entering a new phase of "original unmanned" technology [1][2] - The truck features a height of 4.8 meters, a width of 4.5 meters, a length of 11 meters, and a load capacity of 145 tons, with the driver's cabin replaced by integrated equipment [2] - The vehicle utilizes an "end-to-end large model" for deep integration of perception, planning, and control, achieving millisecond-level decision-making response [2] - The truck can reduce carbon emissions by over 500 tons annually compared to traditional fuel vehicles and saves 90% in labor costs [2][3] - The company, Boreton, is recognized as a national-level specialized and innovative "little giant" enterprise, focusing on "networked light storage + new energy vehicles + unmanned driving" [2] Company Overview - Boreton's Wuhan base began production in May last year and has become the 14th complete vehicle factory in Wuhan Economic Development Zone [2] - The company went public on the Hong Kong Stock Exchange in May, becoming the "first stock of zero-carbon mining robots" [2] - The pure electric mining truck has already received overseas orders and has been implemented in four countries, including Sierra Leone and Congo, with plans to expand to more countries next year [3] Industry Implications - The successful mass production of driverless mining trucks is expected to transition the mining industry from pilot demonstrations to large-scale operations [3] - The integration of new energy and autonomous driving technologies in closed environments is creating a new competitive landscape for high-end equipment manufacturing in Wuhan [3]

Group 1 - The core point of the news is that Jikai Equipment Manufacturing Co., Ltd. experienced a stock decline of 5.19%, with a current share price of 9.86 yuan and a total market capitalization of 3.352 billion yuan [1] - Jikai's main business involves mining machinery equipment, including support tools, safety drilling rigs, tunneling equipment, and transportation machinery, with transportation machinery accounting for 63.07% of revenue [1] - The company was established on May 16, 2003, and went public on July 31, 2012 [1] Group 2 - Taiping Fund has a significant holding in Jikai, with the Taiping Quantitative Stock Mixed A Fund (021884) holding 38,300 shares, representing 0.48% of the fund's net value [2] - The fund has reported a year-to-date return of 32.94% and a one-year return of 31.65%, ranking 2219 out of 8136 in its category [2] - The fund manager, Zhang Ziquan, has been in position for 3 years and 207 days, with the best fund return during his tenure being 55.34% [3]

Core Viewpoint - The company, Jikai Co., Ltd., is a high-tech enterprise engaged in research, manufacturing, sales, and services, primarily focusing on coal mining machinery products [1] Group 1: Company Overview - Jikai Co., Ltd. specializes in support machinery, safety drilling rigs, tunneling equipment, and transportation machinery for coal mining [1] - The company's products are mainly used for support construction, water and gas exploration, tunnel excavation, coal transportation, and auxiliary transportation in mining work faces [1] Group 2: Industry Focus - The company is actively monitoring emerging opportunities in related product fields within the industry chain [1]

Core Viewpoint - The company is actively innovating and implementing technologies for the development and utilization of deep special underground space resources, with a focus on geothermal energy and expanding its non-coal mining equipment business [1] Group 1: Development of Underground Resources - The company has initiated multiple technological innovations and practices in the field of deep special underground space resource development [1] - The subsidiary, Beijing Zhongmei, provides technical support for efficient underground space development through its deep well construction technology [1] - The Xi'an Research Institute has established a comprehensive deep detection capability for resource exploration and development, focusing on efficient heat exchange technology for mid-deep buried pipes [1] Group 2: Non-Coal Mining Equipment Progress - The company is actively expanding its advantages in the coal mining sector to non-coal mining, achieving certain results [1] - Some non-coal business areas have successfully implemented technology and products, such as extending coal mining machinery to bauxite and tunneling machines to potash and gold mines [1]

Group 1 - The core point of the news is that Jikai Equipment Manufacturing Co., Ltd. has seen a significant stock price increase of 10%, reaching 9.35 CNY per share, with a total market capitalization of 3.179 billion CNY [1] - Jikai's main business involves mining machinery and equipment, with revenue composition as follows: transportation machinery 63.07%, safety drilling rigs 24.27%, support tools 7.92%, mining equipment 2.80%, and others 1.93% [1] - The company is located in Shijiazhuang High-tech Zone, Hebei Province, and was established on May 16, 2003, with its listing date on July 31, 2012 [1] Group 2 - Taiping Fund has a significant holding in Jikai, with its Taiping Quantitative Stock Mixed A Fund (021884) holding 38,300 shares, representing 0.48% of the fund's net value, making it the seventh-largest holding [2] - The Taiping Quantitative Stock Mixed A Fund has achieved a return of 33% year-to-date, ranking 2635 out of 8147 in its category, and a one-year return of 31.53%, ranking 2022 out of 8056 [2] - The fund manager, Zhang Ziquan, has been in position for 3 years and 198 days, with the fund's total asset size at 7.037 billion CNY and the best return during his tenure being 52.52% [3]

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 - The Ministry of Industry and Information Technology has announced the ninth batch of manufacturing single champion enterprises, with 22 companies from Hunan province recognized, including 10 from Changsha, showcasing their unique competitive advantages in niche markets [1][20]. Group 1: Champion Enterprises - Changsha has 10 companies listed as manufacturing champions, including Changcheng Information, Daili New Materials, and Feiyi Co., each excelling in their respective fields [1][2]. - Notable products include Changcheng Information's financial self-service terminals, Daili New Materials' tungsten wire diamond saw wire, and Feiyi's complete equipment for mining solid waste filling [2][3]. Group 2: Technological Advancements - The engineering machinery sector in Changsha is evolving from traditional manufacturing to intelligent manufacturing and services, exemplified by Zoomlion's mini concrete mixer truck, which has a maximum climbing gradient of 28% [3][5]. - Iron Construction Heavy Industry's integrated tunneling and anchoring machine addresses long-standing issues in the coal mining industry, showcasing advanced performance and remote monitoring capabilities [8][10]. Group 3: Breaking Technological Barriers - Daili New Materials has successfully broken the foreign monopoly on diamond wire technology, achieving international leading levels in high-strength ultra-fine tungsten wire products [11][13]. - Top Technology's chemical vapor deposition furnace for carbon-ceramic composite materials is set to enhance its R&D capabilities with a new facility expected to be operational by 2027 [13]. Group 4: Digital Empowerment - Sanofi's blood glucose monitoring system offers continuous tracking for diabetes patients, significantly improving user experience and management [17]. - Changcheng Information's self-service terminals redefine banking services, allowing users to perform transactions without waiting in line [19]. Group 5: Strategic Development - Changsha's strategic focus over the past decade has led to the implementation of various smart manufacturing policies, driving the transition from automation to system reconstruction [20]. - The city employs a tiered cultivation strategy to support enterprises of different sizes, ensuring a resilient industrial ecosystem [20].