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天玛智控以AI+并购开拓第二增长曲线
Core Viewpoint - AI technology plays a crucial role in the intelligent mining of coal, enhancing mining efficiency and improving safety for workers [1][2][3] Group 1: AI Integration in Mining - The company has successfully integrated AI technology into the development of a new unmanned intelligent mining model, which includes ground planning, automatic equipment execution, and unmanned operations [2][3] - A self-developed intelligent video monitoring system utilizes real-time AI analysis to enhance safety and assist in decision-making for mining operations [2][3] Group 2: Technological Advancements - The company has developed track-based inspection robots and is focusing on core technologies such as positioning, navigation, and control for new products like drones and legged robots [3][4] - The implementation of unmanned intelligent mining technology has led to significant improvements, such as reducing the coal cutting height and increasing the calorific value of coal by 400 kcal per ton, resulting in annual economic benefits exceeding 40 million yuan [3][4] Group 3: Strategic Development - Under the "dual carbon" goals, the coal mining equipment industry is undergoing significant transformation, with the company committed to innovation and strengthening its core business while exploring new strategic emerging industries [4][6] - The company is enhancing its green transformation through low-carbon technology upgrades and expanding into intelligent operation services [4][6] Group 4: Market Expansion and Value Creation - The company is actively pursuing international market opportunities, particularly in Russia and Australia, to expand its product certifications and international business [5][6] - The company emphasizes value management and shareholder returns, with a commitment to maintaining a high dividend payout ratio, which has reached 42.08% for the 2024 fiscal year [6][7] Group 5: Future Outlook - The company aims to focus on user-driven development of intelligent high-tech products and integrate various technologies such as IoT, big data, and AI into its mining operations [7] - Plans include upgrading from a supplier of equipment to a provider of solutions and data services, leveraging technology reuse and scenario extension for high-quality development [7]