福建围绕做强产业链，持续提升县域经济发展质效。今年上半年，164条县域重点产业链逐质向新，助力工业经济稳中向好，全省规上工业增加值 同比增长8.7%。通过持续推进补链强链，福建县域特色产业发展水平不断提升。 持续提升产业含"新"量 厦门市同安区的厦门鸿基伟业复材科技股份有限公司展厅内，一根重量仅2.5克的碳纤维自行车辐条，强度达到传统金属辐条的1.3倍。 凭借这一材料在自行车、汽车制造等领域的延伸应用，鸿基伟业将产品的国内市场占有率提高到约30%。公司董事长王梦君介绍，公司依靠持续 的技术创新，使碳纤维生产效率提升60%、能耗降低70%，为应用创新和市场拓展奠定基础。 记者走访福建多地看到，向创新要发展成为一种风气。位于龙岩市上杭县的紫金山金铜矿露采现场，先期"上岗"的无人驾驶矿卡已安全运行2000 多公里。从铜矿到铜冶炼、新能源材料，再到无人驾驶应用，上杭县立足本地产业基础，不断向新兴领域延伸产业链。 今年上半年，上杭县金铜产业链产值667亿元，同比增长6.9%，金铜精深加工产业集群入选省级中小企业特色产业集群。上杭县产业链向新发 展，是龙岩县域特色产业链发展的缩影，当地7个县（区）形成有色金属、机械装备两 ...

Core Viewpoint - The mining autonomous driving industry is transitioning from experimental stages to large-scale commercialization, with significant growth expected by 2025 [5][12]. Company Overview - Yikong Zhijia, established in May 2018, is a leading provider of L4 autonomous driving solutions, focusing on mining applications [6]. - The company has achieved a fleet size of over 200 autonomous mining vehicles by October 2023, aiming to operate 1,000 vehicles by the end of 2024, capturing a market share of 18.2% [6][12]. - Yikong Zhijia's revenue has shown rapid growth, with figures of 59.9 million yuan in 2022, 271 million yuan in 2023, and projected 986 million yuan in 2024, reflecting a compound annual growth rate of 305.8% [6][12]. Financial Performance - Despite revenue growth, Yikong Zhijia has faced increasing losses, totaling 940 million yuan over three years, with net losses of 216 million yuan in 2022, 334 million yuan in 2023, and an expected 390 million yuan in 2024 [7]. - The company's gross margin was only 7.6% in 2024, attributed to current technological limitations affecting operational efficiency [7]. Business Model - Yikong Zhijia operates under two business models: TaaS (vehicle ownership) and ATaaS (technology and service provision) [8][10]. - TaaS revenue increased from 59.8 million yuan in 2022 to 520 million yuan in 2023, but its revenue share dropped from 99.9% to 52.7% [9]. - The ATaaS model generated 113 million yuan in 2023 and is expected to reach 453 million yuan in 2024, indicating a growing trend [10]. Industry Trends - The autonomous mining vehicle market is projected to grow significantly, with an expected deployment of 2,500 vehicles by 2024, a 100% increase [11][12]. - The market size for autonomous mining solutions in China is anticipated to reach 2 billion yuan in 2024, with a compound annual growth rate of 204.7% from 2021 to 2024 [12]. Regulatory Environment - New regulations from the National Mine Safety Administration mandate that by 2026, at least 60% of coal mine production capacity must be intelligent, driving demand for autonomous solutions [13][14]. - The push for automation in mining is expected to create substantial order demand, indicating a burgeoning market opportunity [13]. Competitive Landscape - The autonomous mining sector is characterized by a few key players, including Yikong Zhijia, Zhongke Huituo, and traditional mining vehicle manufacturers, as well as tech giants like Huawei and Baidu [14]. - The industry is seen as a high-value market with strong customer payment capabilities, prioritizing safety over cost [14].

卡车 行业快报 领先大市-A(首次) 2025 年 7 月 23 日 行业研究/行业快报 卡车行业近一年市场表现 资料来源：最闻 首选股票 评级 研究助理： 贾国琛 邮箱：jiaguochen@sxzq.com 易控智驾冲港股 IPO，无人矿卡有望迈入爆发期 事件描述： 近日，易控智驾向港交所递交了修订后的上市申请文件，冲刺港股 IPO。 6 月 24 日，易控智驾宣布完成超 4 亿元 D 轮融资。本轮融资由宁德时 代通过旗下产投平台溥泉资本（CATL Capital）和自有资金领投，方广资本、 猎鹰投资旗下星奇基金、中际控股、同力股份、华测导航等战略产业方和投 资机构联合投资，资金将重点用于无人驾驶产品的研发和市场开拓及澳洲等 海外市场的国际化布局。 分析师： 刘斌 执业登记编码：S0760524030001 邮箱：liubin3@sxzq.com 事件点评： 相关报告： 受益于无人矿卡需求高增，公司近三年营收复合增速超 300%。作为矿 区无人驾驶解决方案提供商，易控智驾的 L4 级无人驾驶技术部署在国家能 源集团、国家电投、特变电工、紫金矿业、首钢集团等行业头部企业旗下的 24 个矿场。截至 2025 ...

Core Insights - The article discusses the rapid development and commercialization of autonomous driving technology in mining, particularly in China, highlighting its significance in smart mining construction [1][2][8] Group 1: Market Overview - The market for mining autonomous driving solutions in China is experiencing explosive growth, with the market size projected to increase from 100 million yuan in 2021 to 2 billion yuan by 2024, representing a year-on-year growth of 233% [1][14] - The commercial models for mining autonomous driving solutions include TaaS (Truck as a Service) and ATaaS (Autonomous Truck as a Service), with market shares expected to be 44.9% and 55.1% respectively by 2024 [16][18] Group 2: Technology and Applications - Mining autonomous driving technology integrates IT, automotive, and mining technologies, achieving a high level of automation, primarily at L4 level, making it suitable for the relatively simple and low-speed environments of mines [2][4] - The number of autonomous mining trucks in China's open-pit coal mines has increased significantly from 9 units in 2019 to 1,510 units by September 2024, with a projected total of 2,500 units by the end of 2024 [20] Group 3: Competitive Landscape - The market participants in China's autonomous mining truck sector are categorized into solution providers, manufacturers, and IT companies, with solution providers holding nearly 80% of the market share [26][28] - The top three companies in the autonomous mining truck market hold a combined market share of 72.4%, with 易控智驾 (Yikong Zhijia) leading at 49.2% [28] Group 4: Future Trends - The market for mining autonomous driving solutions is expected to continue growing, with projections indicating it could exceed 30 billion yuan by 2030, becoming a significant growth point for smart mining [30] - Future developments may include the introduction of driverless mining trucks without cabins, optimizing space and enhancing operational efficiency [30]

Group 1 - The core viewpoint of the article highlights the rapid development and implementation of intelligent driving applications in Ordos City, particularly in the Kangbashi District, showcasing various scenarios such as autonomous buses, cleaning vehicles, and vending cars [1][2] - The concept of "vehicle-road-cloud integration" is emphasized as a crucial pathway for the large-scale application of intelligent driving, which involves the fusion of physical and information spaces of people, vehicles, roads, and cloud technology [2][3] - In 2024, Ordos City was approved as a pilot city for intelligent connected vehicles by multiple government departments, accelerating the deployment of diverse application scenarios in public transport, smart travel, and logistics [2][4] Group 2 - The intelligent connected sightseeing bus has improved its performance from initially stopping frequently to now achieving smooth driving, with speed increasing from 20 km/h to 25 km/h [3][4] - Ordos has a significant demand for logistics transportation, with 330,000 heavy trucks expected to be operational annually, making it a promising market for "vehicle-road-cloud integration" applications [4] - The city is enhancing its infrastructure with traffic perception facilities such as cameras and radars, and a cloud platform that acts as the brain of intelligent traffic, enabling real-time data collection and processing [4]

Core Viewpoint - The article discusses the potential for autonomous vehicles to achieve rapid deployment through advancements in technology, cost reduction, and the evolution of social rules [1][2]. Technology: From Ideal to Reality - Technological innovation is the fundamental driver of new developments, with a significant shift from content-based generative AI to goal-driven intelligent agent AI expected to lead to breakthroughs in autonomous driving capabilities [3]. - Two main technological approaches in autonomous driving are identified: "end-to-end" technology, which requires vast amounts of high-quality data for training, and modular technology, which combines human-designed algorithms with neural networks [4]. - Current autonomous driving systems primarily offer driver assistance rather than full autonomy, constrained by technological capabilities and costs [4]. Cost: From Niche to Popularity - Cost reduction is crucial for the commercialization and widespread adoption of new products, as seen historically with the introduction of the Ford Model T, which made cars affordable for the middle class [7]. - Significant advancements in AI cost reduction, particularly in China, are expected to drive explosive applications in autonomous driving, with examples like DeepSeek achieving training costs significantly lower than competitors [8]. - Companies like Tesla are actively working on reducing costs, with projections for autonomous taxi services to be economically viable by 2026 [8]. Rules: From Phenomenon to Institutional Framework - The integration of autonomous driving into society requires adaptive rules and regulations, as technology alone cannot address all challenges [10]. - Historical precedents show that technological advancements often lead to societal and cultural shifts, necessitating a reevaluation of existing norms and values [11]. - Establishing long-term rules for autonomous driving is essential, particularly concerning safety, responsibility allocation, and the ethical implications of AI decision-making [13][14].

Group 1: Easy Control Technology's IPO and Financial Performance - Easy Control Technology has submitted an IPO application to the Hong Kong Stock Exchange, projecting a revenue of 986 million yuan for 2024, representing a 264% increase from 2023 [2] - The company has turned a profit in gross margin for 2024 and operates a fleet of over 1,400 autonomous mining trucks [2] - Easy Control Technology recently completed a Series D funding round exceeding 400 million yuan, with investors including CATL's investment platform and other notable companies [2] Group 2: China's Foreign Investment and Trade - In the first five months of this year, China's non-financial direct investment abroad reached 61.6 billion USD, a year-on-year increase of 2.3% [2] - Investment in Belt and Road Initiative countries amounted to 15.52 billion USD, growing by 20.8% [2] - China's foreign contracting projects generated a turnover of 61.94 billion USD, up 5.4%, with new contracts signed totaling 98.68 billion USD, an increase of 13% [2] Group 3: Automotive Export Trends - China's automobile exports are expected to reach 7 million units this year, following a record of 6.4 million units exported last year, reflecting a 10% growth forecast [3] - Neta Auto Thailand may need to repay over 2 billion Thai Baht (approximately 439 million yuan) in government subsidies if production targets are not met [4] - XPeng Motors is launching the right-hand drive version of the X9 in Indonesia, marking its first local production project overseas [4] Group 4: BYD's Collaboration and Shanghai's Trade Performance - BYD has signed a cooperation agreement with European steel manufacturer voestalpine to supply steel for its Hungary passenger car factory [5] - Shanghai's foreign trade in the first five months reached 1.8 trillion yuan, with exports amounting to 787.38 billion yuan, a growth of 11.5% [5] Group 5: Robotics and AI Market Insights - NVIDIA's CEO highlighted robotics technology as a significant growth opportunity for the company, alongside AI, with autonomous vehicles being a primary application area [6] - Yu Tree Technology reported annual revenue exceeding 1 billion yuan [6] - The commercialization of autonomous taxi services is accelerating, with expectations for large-scale implementation by 2026 [6] Group 6: Toy Industry Export Growth - Shantou Chenghai, a major toy production and trade base in China, accounts for over 30% of global plastic toy production capacity, with exports reaching 10.24 billion yuan last year [7] - Despite rising shipping costs, foreign demand for toys from China is increasing, particularly in preparation for the holiday season [7]

Core Insights - The overseas market for autonomous mining vehicles presents significant opportunities, potentially 10 to 30 times larger than the domestic market due to urgent global demands for mining automation and safety [2][7] - The industry is transitioning from a phase of technological exploration to commercial viability, with companies like Taga Zhixing leading the charge in autonomous mining solutions [3][4] Group 1: Market Opportunities - The global mining automation market is characterized by high labor costs and strict safety regulations, making autonomous solutions more appealing [2] - Taga Zhixing aims to promote Chinese autonomous driving technology internationally, showcasing its advantages in both the autonomous and new energy sectors [2][3] Group 2: Technological Advancements - Taga Zhixing has evolved from initial research demonstrations to producing practical autonomous mining vehicles, achieving significant milestones such as the first L4 autonomous mining project in China [3][4] - The company has developed a collaborative model that enhances operational efficiency, achieving an average efficiency of 110% compared to manual operations [3][6] Group 3: Commercialization Challenges - The industry is still in the early stages of commercialization, with a lack of mature, replicable business models [4][5] - Taga Zhixing is exploring innovative business models to address diverse stakeholder interests, including mining companies and traditional transport firms [4][5] Group 4: Competitive Landscape - The competitive environment is likened to a "Spring and Autumn period," with several key players emerging, including major tech companies [6] - Taga Zhixing's competitive edge lies in its extensive experience and data accumulation in mining scenarios, which new entrants will need time to replicate [6][7] Group 5: Future Projections - The penetration rate of autonomous mining vehicles is currently at 1% but is projected to reach 50% by 2030, driven by technological advancements and market demand [7] - Taga Zhixing aims to establish its first large-scale overseas project by 2025, positioning itself as a leader in the global autonomous mining sector [7]

2024年，首届矿博会达成127个合作项目、54.68亿元合作金额，带动餐饮、物流等第三产业协同发展。本届展 会持续至24日，将进一步强化"会展+产业+电商"联动效应，推动大柳塔从能源重镇向"西部机电装备集散中 心"加速蜕变。 "博览会不仅是技术展示平台，更是串联产业链、赋能新质发展的重要纽带。"大柳塔镇党委书记王国卿在致辞 中表示，"我们热忱欢迎广大企业家以本次矿博会为契机，来大柳塔投资兴业，携手把握商机、增进共识，共 同绘制矿山机电产业的未来蓝图。"依托"绿智·数链·新质"发展理念，当地正以会展经济为纽带，加速推进"双亿 驱动"计划，全力打造具有全国影响力的矿山机电产业新高地。 本届博览会延续首届"新质大柳塔 机电启未来"主题，展区规模较首届扩大30%，120家国内领军企业携井下智 能开采、无人驾驶矿卡、超深井智能提升系统等14大领域前沿技术参展。智能瓦斯预警系统、VR安全培训平 台等创新应用现场演示，直观呈现"双碳"目标下矿山装备的技术突破。 作为陕西能矿机电产业核心承载地，大柳塔镇已构建起从智能制造到物流集散的完整产业链。数据显示，该镇 矿山机电企业数量从2015年的732家增至2024年的1509家 ...

提及其中的发展态势，赵斌介绍，"踏歌智行从成立到现在只做了一件事情，就是专注做露天矿的无人 驾驶，在近十年的推进中，目前踏歌智行实现了从 0 到 1 的突破，我们希望推动从 1 到 100 的一个进 程"。 行业进入"规模化复制与效率深耕" 的关键期 "在政策支持下，封闭场景无人驾驶已开启批量化小规模应用并逐步扩张。到 2026-2027 年，多个适配 场景的渗透率将突破 10%，而当前这一数据仅为 1%。" 近日，在专用车产业创新发展大会（2025）暨专用车科技展期间，踏歌智行副总裁兼董事长助理赵斌在 接受《中国经营报》记者采访时，围绕技术突破、行业趋势、商业化路径等核心议题，揭示了这一细分 赛道的独特发展逻辑。 据了解，从第一台无人驾驶矿卡落地，到百台级宽体车规模化运营；从技术验证阶段的"能不能跑"，到 商业落地期的 "效率革命"—— 成立于 2016 年的踏歌智行，用近十年时间成为国内露天矿无人驾驶领域 的 "开荒者"，目前这一行业或将迎来巨大的市场机遇 。 事实上，踏歌智行的发展也是中国无人驾驶企业发展的缩影。赵斌介绍，行业发展大致经历了三个阶 段。踏歌智行自2016 年成立到 2020 年期间，行业 ...