智慧矿山无人运维整体解决方案

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路凯智行创始人兼董事长谢意:无人矿卡迎发展拐点 与生态伙伴抱团出海
Zheng Quan Shi Bao· 2025-08-13 05:51
谢意是北京路凯智行科技有限公司(以下简称"路凯智行")的创始人兼董事长,这是一家专注提供智慧 矿山无人运维整体解决方案的国家级专精特新"小巨人"企业。近日,谢意在公司接受证券时报记者专 访,他的行程安排紧凑有序,采访结束后便要出差去矿区,最近还计划远赴巴西跟进一个即将落地的出 海项目。 编者按:在中企出海浪潮当中,中小企业是一个非常独特的群体,一些企业丝毫不惧"年少体弱",凭借 技术和产品优势,开辟了走向国际市场的独特路径。本报联合中国中小企业协会今起推出"中小企业出 海'加减法'"系列报道,讲述中小企业一叶扁舟远涉重洋的精彩故事。 证券时报记者 江聃 唐颖 近年来,随着无人矿卡市场商业化应用的深化,国内相关技术逐渐走向成熟,行业企业也加快了"走出 去"的步伐。相关研究预计,全球矿山自动驾驶市场销售额在2030年有望达到182.7亿美元。 今年是路凯智行创立的第五年,目前公司"出海"的两个位于南美洲项目将于年内落地,已经接触中的项 目覆盖南美洲、非洲、澳洲等地。谢意表示,矿山无人驾驶产业正处于战略机遇期与技术成熟期的交汇 点,作为这个行业的后起之秀,公司选择与生态伙伴共同"走出去",大力拓展海外市场。 海外矿 ...
路凯智行创始人兼董事长谢意: 无人矿卡迎发展拐点 与生态伙伴抱团出海
Zheng Quan Shi Bao· 2025-07-10 18:32
Core Viewpoint - The unmanned mining vehicle market is experiencing significant growth, with the global autonomous mining market expected to reach $18.27 billion by 2030, driven by technological maturity and strategic opportunities in the industry [1][3]. Group 1: Industry Trends - The demand for unmanned mining vehicle transformation is increasing, particularly in overseas mining projects, due to labor shortages, low efficiency, and safety concerns [2][3]. - The number of employed personnel in China's mining industry has decreased from 6.36 million in 2013 to 3.29 million in 2023, highlighting a significant labor shortage [2]. - The application of unmanned technology in overseas mining is seen as crucial for improving efficiency and ensuring safety amid geopolitical tensions [3]. Group 2: Company Strategy - The company, Lukai Zhixing, is focusing on international expansion, with projects in South America and plans to establish joint ventures with local partners to mitigate risks and leverage resources [1][4]. - Collaborating with larger domestic companies is deemed essential for navigating local regulations and competition, allowing the company to concentrate on its strengths [4]. - The company is adopting a "customized solution + standardized delivery" approach to meet the specific needs of overseas clients, enhancing its competitive edge [6]. Group 3: Financial Dynamics - The mining unmanned driving sector is entering a golden period of growth, with significant investment activity, including over 1.2 billion yuan in disclosed financing in the second quarter of 2025 [7]. - Industry capital is primarily driving investments, with strategic investments from companies like Jiangxi Copper Group, which provide comprehensive support in technology transfer and market expansion [7]. - Local government funds are also playing a crucial role in supporting small tech enterprises that align with regional industrial development [7]. Group 4: Market Competition - The demand for unmanned mining vehicles is rapidly increasing, with various companies competing in technology, funding, and project execution [8]. - The company is focusing on sustainable growth by prioritizing project success over aggressive market expansion, aiming to transition from single-mine profitability to industry-wide scalability [8].