2024年3月，习近平总书记在湖南考察时指出："聚焦优势产业，强化产业基础再造和重大技术装备攻 关，继续做大做强先进制造业，推动产业高端化、智能化、绿色化发展，打造国家级产业集群。" 紧紧抓住先进制造业这个主攻方向，湖南以科技创新引领产业创新，推动实体经济和数字经济融合发 展，加快构建以先进制造业为支撑的现代化产业体系。 56台无人驾驶矿用卡车与500多台有人驾驶矿用卡车混合编组、同场作业，秩序井然。这一大型露天煤 矿生产实景，是希迪智驾科技股份有限公司技术应用的成果。 希迪智驾科技股份有限公司副董事长马潍坦言，一步一步快速成长，"靠的就是自主创新"。 锚定关键核心技术，湖南以改革激发创新活力—— "湘字号"大国重器，持续攀登制造业高峰—— 最大开挖直径16.64米！整机长度约145米、总重达5000吨的超大直径盾构机，亮相江苏海太长江隧道施 工现场。 4000吨级全地面起重机！专为陆地超大、超高风机安装量身定制，可将160吨重物吊至相当于65层楼高 度。 制造业是推动中部地区崛起的硬核实力。湖南先进制造业基础扎实，拥有国家先进制造业集群5个、国 家级制造业单项冠军企业72个。 出台加快高等院校科技成果转化的 ...

Core Viewpoint - The Zahaheor open-pit coal mine is transitioning from traditional mining practices to a high-quality green development model, emphasizing ecological restoration and sustainable practices [3][11]. Group 1: Green Technology Implementation - The mine has introduced 120-ton pure electric mining trucks that utilize lithium iron phosphate batteries, reducing operational costs by 62.7% and achieving annual carbon emissions reductions of 7,351 tons, equivalent to planting 400,000 fir trees [4][5]. - A total of 135 autonomous wide-body trucks are part of a "green transportation army," enhancing operational efficiency to 90% of manual labor efficiency and achieving fuel savings of 20-30% [6][9]. Group 2: Ecological Restoration Efforts - The mine has invested 670 million yuan in six major ecological restoration projects, covering an area of 25,300 acres, significantly improving vegetation coverage to over 90% in certain areas [10]. - The restoration strategy focuses on reshaping terrain, improving soil quality, and reestablishing vegetation with local species, leading to a sustainable ecological model [10]. Group 3: Industry Transformation - The transition from coal mining to a green economy reflects a broader trend in traditional industries towards low-carbon development, integrating technological innovation with ecological protection [11].

铱钼科技在新能源智能矿用卡车领域持续深耕，即将迎来重要的里程碑。位于乌海市海勃湾高 新技术产业开发区的乌海铱钼新能源科技有限公司新工厂，如同一座崛起的堡垒，已全面落 成。 2024年7月，随着第一铲土的扬起，项目正式破土动工，总投资5亿元的宏伟蓝图徐徐展开。 面对工期紧、任务重的挑战，铱钼科技采用并行施工、交叉作业等高效模式全速推进，不到一 年，一期厂房及办公楼等便拔地而起。随着一期年产量1,500台运矿卡车项目的建成，铱钼科 技自信亮剑，预计今年内创造数亿产值，并为当地新增近200个就业岗位，以实际行动诠释 "铱钼加速度" 。 铱光淬炼，钼铸星河"，铱钼科技乌海工厂将秉持精湛工艺，打造高可靠性、多样化产品。 2025年6月24-30日，将举行伙伴活动周及铱钼智慧工厂投产暨第四代智能矿卡EM186H批 量下线盛典，欢迎伙伴莅临共探矿业装备智能化新篇。 与此同时，应绿色矿山建设加速推进与客户对高效运输设备的迫切需求，铱钼科技旗下第四代 车型载重130吨矿用卡车 EM186H 正式开启量产新征程。这款车型不仅是行业发展趋势下的 创新产物，更是铱钼科技回应市场诉求的实力见证。它以颠覆性的技术革新，为矿用运输行业 带 ...

Group 1 - Iridium Molybdenum Technology is making significant strides in the field of new energy intelligent mining trucks, with a new factory completed in Wuhai City, marking an important milestone [1] - The project, with a total investment of 500 million yuan, began construction in July 2024 and has adopted efficient construction methods to meet tight deadlines, resulting in the completion of the first phase, which includes a production capacity of 1,500 mining trucks [1] - The company expects to generate several hundred million yuan in output this year and create nearly 200 new jobs in the local area, demonstrating its commitment to rapid development [1] Group 2 - The fourth-generation model, the EM186H mining truck, has officially entered mass production, responding to the urgent demand for efficient transportation equipment amid the accelerated promotion of green mining construction [3] - The EM186H truck features groundbreaking technological innovations, providing new solutions for the mining transportation industry and pushing the sector towards greater efficiency, environmental sustainability, and intelligence [3][5] - The EM186H, based on the company's self-developed multi-axle new energy rigid mining truck platform "Yunzi HiMADS," has a standard load capacity of 130 tons, significantly enhancing transportation efficiency and reducing vehicle scheduling frequency and turnaround time [5] Group 3 - The company is committed to strategic technological investments and plans to accelerate the development of a new generation of mining equipment, including shovels, excavators, water sprinklers, and graders, focusing on energy efficiency, large-scale operations, and automation [7] - The Wuhai factory aims to produce high-reliability and diverse products, with a celebration event scheduled for June 24-30, 2025, to mark the mass production of the EM186H and explore new chapters in mining equipment intelligence [7]

2025年5月14日，以"开新篇、拓新局、创新绩"为主题的"第二十二届工程机械发展高层论坛"在 太原成功召开。会上，中联重科股份有限公司副总裁郭学红以《三位一体跃升 把握工程机械全球 化高质量发展主动权》为题，作主旨演讲。 大家好！很荣幸代表中联重科参加第二十二届工程机械发展高层论坛，与大家一道共同探讨全球 化新时代下工程机械行业的发展形势、问题和对策。 刚才聆听了几位嘉宾的主题演讲，深受启发，也深表赞同。当前，中国工程机械行业仍处于深度 调整期。国内市场低迷，需求持续疲软；海外市场增速较快，但受贸易战、关税战等因素影响， 不确定性在增加。与此同时，以人工智能、大数据、云计算为核心的新一轮数字技术革命正在加 速产业生态重构，为行业转型升级注入全新动能。 在此背景下，我们深刻认识到：中国工程机械企业必须以全球化视野，加速推动"技术创新、全 景服务、生态共建"三位一体的转型发展，在全球行业竞争中牢牢把握发展的主动权。下面，我 结合企业的实践，和大家分享三点体会。 一、技术创新：在"智能化、数字化、绿色化"的转型中不断增强竞争力 创新是工程机械企业全面转型的核心要素。未来工程机械的竞争，本质是技术融合下的创新能力 ...

Core Viewpoint - The successful operation of China's first fleet of over 100 pure electric unmanned mining trucks marks a significant advancement in the country's autonomous mining technology, transitioning from experimental phases to large-scale application, thereby accelerating the development of smart mining in China [1] Industry Summary - The deployment of the unmanned mining truck fleet signifies a milestone in the application of autonomous technology within the mining sector, indicating a shift towards more efficient and innovative mining operations [1] - This development is expected to enhance the overall productivity and safety of mining activities, aligning with global trends towards automation and sustainability in resource extraction [1]

Core Viewpoint - The successful assembly and delivery of 135 autonomous mining trucks by the Zahanashor Coal Company marks the launch of the first large-scale autonomous mining truck project in Inner Mongolia, significantly enhancing operational efficiency and safety in coal mining operations [1][2] Group 1: Project Implementation - The Zahanashor Coal Company, in collaboration with Jiuxing Company, Dongfang Company, and Yikong Zhijia, has initiated a trial operation with 33 autonomous mining trucks starting in 2024 [1] - The autonomous trucks have accumulated over 770,000 kilometers in operation and have removed over 5.25 million cubic meters of earth, achieving zero accidents during production [1] Group 2: Operational Efficiency - The use of autonomous mining trucks has increased operational efficiency to 90% of manual labor, extending effective working hours from 19 to a maximum of 21 hours per day [1] - The deployment of 135 autonomous trucks is expected to reduce the workforce by 325 drivers, saving approximately 4 million yuan in labor costs monthly [1] Group 3: Technological Advancements - The stable operation of autonomous mining trucks is supported by a comprehensive 4G/5G mixed communication network, enabling intelligent scheduling and vehicle monitoring through a smart cloud control center [2] - The project has successfully addressed challenges related to operating autonomous technology in harsh cold climates and complex geological conditions, enhancing safety and reducing personnel involvement [2] Group 4: Economic and Social Impact - The implementation of autonomous mining technology is anticipated to bring significant economic benefits by lowering labor costs and improving the working environment for employees, while also reducing the occurrence of safety incidents [2]

Group 1 - The company, Boreton (01333.HK), plans to globally offer 13 million shares, with 1.3 million shares available in Hong Kong and 11.7 million shares for international sale, along with an over-allotment option of 1.95 million shares [1] - The subscription period for the shares is from April 25 to April 30, with a maximum offer price of HKD 18.00 per share, and an entry fee of approximately HKD 3,636.31 for a board lot of 200 shares [1] - The total expected fundraising amount is HKD 234 million, with a net amount of HKD 148 million, which will be used for establishing manufacturing facilities, purchasing necessary machinery, investing in technological advancements, developing new products and services, working capital, and expanding the sales and service network [1] Group 2 - The company has introduced cornerstone investors such as Hong Kong Xinwei Electronics Co., Ltd. and Changfeng Growth Open-Ended Fund, which will subscribe to approximately 3.5062 million shares at the offer price [1] - Boreton is expected to be listed on the main board on May 7, 2025, with China International Capital Corporation Hong Kong Securities Limited and CMB International Capital Limited serving as joint sponsors [1] - Boreton's business covers the entire clean energy production, storage, and utilization industry chain, providing integrated solutions for wind and solar energy management, hydrogen fuel and pure electric engineering machinery, mining trucks, heavy trucks, and unmanned driving innovations [1] Group 3 - The company's net profits for the years ending December 31 are projected to be -178 million, -229 million, and -275 million for 2022, 2023, and 2024 respectively, with year-on-year changes of -82.73%, -28.81%, and -19.67% [2]

证券研究报告 | 公司点评 | 工程机械 拟 8.2 亿元收购徐工重型车辆 51%股权，迈向全球露天矿机龙头 ——徐工机械点评报告 投资要点 ❑ 事件：4 月 18 日，公司发布公告，拟 8.2 亿元收购徐州徐工重型车辆 51%股权 1）本次交易对手方徐工南汽为徐工集团全资子公司，经营范围包括汽车设计、 生产、销售等（不含九座以下乘用车）；交易标的徐工重型车辆的经营范围主要 包括宽体自卸车、汽车新车及零部件、矿山机械制造和销售等。本次交易完成 后，徐工重型车辆将成为徐工机械控股子公司，纳入合并报表范围。 2）本次交易有助于徐工机械快速建立矿山机械成套化、系列化产品竞争优势， 通过整合宽体自卸车等产业，与两桥矿车、矿挖、电铲、铰卡产品协同发展，形 成行业内产品系列最齐全、竞争力最强的露天矿山机械挖、装、运成套化解决方 案，为全球矿山客户提供一站式服务；有助于整合徐工集团、徐工机械下属矿山 机械相关产业，助力公司实现全球露天矿山机械装备行业前三的战略目标。 3）业绩承诺：徐工南汽承诺，2025-2027 年度，徐工重型车辆经审计的归母净利 润不低于 1.44、1.61、1.81 亿元，且累计不低于 4.86 亿元 ...

2024 今日新闻 11月9日晚间，中国政府网官网发布《中华人民共和国和印度尼西亚共和国关于推进全面战略伙伴关系和中印 尼命运共同体建设的联合声明》（以下简称：《联合声明》）。《联合声明》提到，中国和印尼双方将在矿 产领域加强互利、可持续合作。 《证券日报》记者采访了解， 印尼拥有煤炭、镍、锡、铝、铜、黄金、石油和天然气等多种矿产资源，一直 以来受到中国上市公司的高度重视 。上市公司通过支持基础设施建设，合作投资建厂，输出产品和服务等方 式，支持印尼矿产资源稳健发展，并收获可观的经济效益。 矿产资源丰富 积极谋求转型 湖南大学经济与贸易学院副院长曹二保教授向《证券日报》记者介绍印尼相关矿产资源的情况："印尼是煤炭 出口大国，已探明煤炭储量接近400亿吨，煤炭品质较好，热值较高，已常年出口我国，形成定期班轮。印尼 也是镍出口大国，镍矿储量约占全球50%，镍矿品位较高，矿脉较浅，便利开采， 近年来印尼大力招商引 资，对镍矿进行深度开发和利用。印尼还拥有锡矿、铝土矿、铜矿、金矿、石油和天然气等多种资源，近年来 对上述资源的开发利用速度正在加快 。" 《证券日报》记者梳理，印尼煤炭因其质地优良、运输便利，一直以来是我 ...