Core Insights - The article discusses the development and policy framework of the mining robot industry in China, highlighting the government's focus on promoting intelligent mining solutions to enhance safety and efficiency in coal mining operations [1][3]. Policy Development Timeline - The policy development for mining robots began with the integration of 5G, big data, and AI technologies, with a significant focus on coal mine automation from 2018 to 2020. This period emphasized collaboration among various stakeholders to establish a macro guidance framework for the industry [1]. - From 2021 to 2023, policies encouraged the combination of industry applications with technological frameworks, leading to the issuance of guidelines for intelligent coal mine construction [1][3]. - Starting in 2024, the policies aim to promote research and technological breakthroughs in large mining enterprises, with local governments introducing policies to accelerate the adoption of intelligent inspection robots [1]. National Policy Summary - The national government has prioritized the research and application of mining robots to ensure safe and efficient production in the mining sector. Key policies include the 2019 focus on coal mine robot development and the 2022 "14th Five-Year" plan promoting robot application scenarios [3][4]. - By 2025, large coal mines are expected to achieve full system automation, with a target of 40% unmanned transport equipment in open-pit mines [3][4]. Provincial Policies - Various provinces have tailored their mining robot policies to local conditions, with Inner Mongolia and Xinjiang focusing on intelligent mining construction from 2022 to 2025. These policies aim to establish a comprehensive standard system for mining automation and enhance data integration capabilities [10][11]. - Financial support and tax incentives are being offered to encourage the development and application of mining robots, aiming to reduce human labor in hazardous mining operations [10][12]. Key Development Goals - Specific provincial plans include achieving a basic level of intelligent mining by 2025 in regions like Xinjiang and Ningxia, with significant advancements in technology and automation expected by 2026 [13][12]. - The overall goal is to enhance safety and operational efficiency in mining through the widespread adoption of intelligent technologies and robots [10][12].

本文核心数据：技术现状;重点技术;开发流程;导航技术;路径规划技术;多传感技术; 矿用机器人行业技术发展现状 ——矿用机器人主要技术困境 从目前国内矿山智能机器人的定位来看，矿用机器人的使用是在固定岗位和智能巡检、开采、运输、救 援等环节释放大量劳动力，以期实现提高矿山安全水平和工效。而在实现矿山智能化和矿山智能机器人 化的过程中，应用场景不明确是制约矿用机器人发展的主要因素，需要持续扩展矿用机器人场景应用。 现有矿山智能机器人产品尚不能完全满足用户智能化需求，主要表现在人机交互功能、智能感知、智能 决策等关键核心技术是矿山智能机器人发展的主要瓶颈，同时核心算法和专利等基础性知识产权研发投 入依然不足，制约矿山智能机器人产业可持续发展。 ——矿用机器人重点技术方向 未来，芯片技术发展方向将加强现场可编程门阵列(FPGA)芯片技术、机器学习技术、神经网络和双目视 觉技术、数字孪生技术等。防爆电控机械臂的机动和故障检测能力将进一步提升;轻量化防爆大容量电池 将加强质量控制和可靠性测试，并针对恶劣环境开发出更多种类的产品;ROS系统更加注重分布式设计以 支持矿用机器人的协同工作。其他技术发展方向如下： 转自：前瞻产 ...

Core Insights - The article discusses the growth and application of mining robots in China, particularly in coal mining, highlighting the government's initiative to promote robot usage for safety and efficiency in the mining sector [1][10]. Coal Production and Robot Demand - In 2023, China's coal production reached 4.71 billion tons, a historical high with a year-on-year growth of 3.4% [3]. - The output from large-scale coal enterprises was 4.66 billion tons, an increase of 1.6 million tons or 2.9% compared to the previous year [3]. - For 2024, the projected coal production is 4.78 billion tons, reflecting a year-on-year increase of 1.2% [3]. - The focus of coal production is shifting towards the central and western regions of China, with expectations of continued growth in production and consumption through 2025 [3]. Mining Robot Applications - The National Mine Safety Administration and the Ministry of Industry and Information Technology have selected 66 typical application scenarios for mining robots, with 55 scenarios in coal mining and 11 in non-coal mining [1]. - Various companies are involved in the production and application of mining robots across different scenarios, including autonomous operations in tunneling, support, and transportation [5][7][9]. Metal Production and Robot Demand - The article outlines the increase in metal ore production in China, with a focus on the demand for robots in metal mining activities such as drilling and transportation [13]. - The growth in metal production is driven by emerging market demand, government policies, and increased construction activities, which are expected to boost the demand for mining robots in this sector [13]. Non-Metal Resource and Robot Demand - As of the end of 2023, China has identified 173 types of minerals, with non-metallic minerals accounting for 95 types [14]. - The article notes significant growth in the reserves of various non-metallic minerals, indicating potential future demand for mining robots in this sector [14]. - Currently, the application of robots in non-metallic mining is still in its early stages, with a lack of specialized products and clear application scenarios [15]. Conclusion - The mining robot industry in China is poised for growth, driven by increasing coal and metal production, government initiatives, and the need for enhanced safety and efficiency in mining operations [1][10][3][13].

矿用机器人作为特种机器人的一种，其产业链形态与机器人行业的产业链十分类似，上游包括了制造矿 用机器人所需要的各类核心、配套零部件以及相关软件系统，产业链中游是矿用机器人本体的制造，下 游则是矿用机器人的各类应用，包括掘进、钻孔、支护、采煤、爆破、破碎、清理、运输、巡检和救 援。 转自：前瞻产业研究院 行业主要上市公司：中信重工(601608);铁建重工(688425);科达自控(831832);山河智能(002097);天玛智控 (688570);科达自控(831832);电光科技(002730);北方股份(600262);郑煤机(601717)等 本文核心数据：矿用机器人产业链;矿用机器人产业全景图谱 矿用机器人产业链全景梳理 目前，中国矿用机器人行业上游核心零部件大多需要依赖国际机器人厂商巨头提供各类零部件，除了机 器人行业"四大家族"把控机器人四大核心零部件外，英伟达、地平线等信息科技公司也占领着大部分AI 芯片市场，产业链中游则由包括软件开发商和机器人本体制造商，根据下游客户不同的矿山用途进行制 造，包括中信重工、郑煤机、中铁建重工、科达自控、天河科技、山河智能、国兴智能、天创电子、天 玛智控等。 矿 ...

——中国防腐涂料产量 转自：前瞻产业研究院 行业主要上市公司：中信重工(601608);铁建重工(688425);科达自控(831832);山河智能(002097);天玛智控 (688570);科达自控(831832);电光科技(002730);北方股份(600262);郑煤机(601717)等 本文核心数据：防腐涂料产量;铸铁件产量; 矿用机器人的材料选用 矿用机器人的材料有多种，包括防腐涂料、铝合金、特种钢铁、高温合金、特种金属等。根据下游不同 的用途，材料的比重和使用量也不同。 | 材料 | 概况 | 使用情况 | | --- | --- | --- | | 防腐涂料 | 煤炭开采为地下作业,并下的特殊环境,使金属腐蚀比较严重,并筒装 | | | | 备,提升容器,各种管道、工具受腐蚀严重,磨损大,几天就需要更换, | 根据下游矿内危险程度 | | | 经济损失严重。涂层可在金属表面形成防护膜有效防止氧、氯离子、硫 | 进行产品用料,随着矿用 | | | 化物对金属造成的腐蚀,涂层硬度高,防止由于人工、机械碰撞等对涂 | 机器人在市场的应用越 | | | 层的磨损损失,且涂层阻燃耐高温,在金属表面所形成 ...

行业主要上市公司：中信重工(601608);铁建重工(688425);科达自控(831832);山河智能(002097);天玛智控 (688570);科达自控(831832);电光科技（维权）(002730);北方股份(600262);郑煤机(601717)等 本文核心数据：战略集群;市场集中度;竞争力评价;波特五力模型; 中国矿用机器人市场竞争梯队 转自：前瞻产业研究院 目前处于第一梯队的是中信重工、中铁重工、郑煤机以及中国煤科四家企业，他们拥有强大的业务市 场、产品生态和智慧矿山方案经验，在矿用机器人行业上拥有较好的竞争力。第二梯队是科大自控、山 河智能、天玛智控、天河科技和天创机器人，这些企业研发投入、产品制造以及资质荣誉上具有较好的 优势，未来有望在在矿山机器人专业化上有较好的表现。第三梯队是国兴智能、菲力克科技以及戴德测 控，这些企业专注机器人产品制造，在市场资质、研发投入上竞争力较弱。 从矿用机器人产业链区域来看，产业链较完善的有广东、陕西、山东、江苏、山西五省。广东、江苏的 产业链上游完善的零部件、机床、配套设备和通信系统企业聚集效应好，同时相关外资企业较多，因此 中游吸引了一批矿用机器人制造商 ...

转自：前瞻产业研究院 行业主要上市公司：中信重工(601608);铁建重工(688425);科达自控(831832);山河智能(002097);天玛智控 (688570);科达自控(831832);电光科技(002730);北方股份(600262);郑煤机(601717)等 本文核心数据：市场规模;发展格局;规模预测; 全球矿用机器人行业发展历程 19世纪70—80年代进入矿业动力化1.0时期，美国、英国、德国、澳大利亚和南非等国家已相继建立了煤矿 无轨辅助运输装备体系，并开发了大量用于生产准备和生产服务的移动装备，主要有铲运机、支架搬运车、 锚杆钻车等。 国外矿用机器人研究起步较早。 1958年，美国Wagner公司开发出第1台地下装载机，标志着矿业机械化2.0时期的到来;美国20世纪80年代开 始将基于计算机远程遥控加局部自治式控制作为非结构化采煤工作环境下机器人的重点发展方向，研制出了 计算机控制采煤作业系统及多种特种机器人，如支护机器人、凿岩机器人、装载机器人、采煤机器人、煤矿 救灾机器人等。澳大利亚从矿用机器人传感器系统、导航系统、通信系统等方面，进行了针对煤矿露天开采 的拉铲挖掘机、轮斗挖掘机等设 ...