Core Insights - Huawei aims to transform the perception of industrial internet from a "showpiece" to a productivity-enhancing tool by integrating AI into core production processes [1][2] - The shift from traditional experience-based operations to data-driven approaches is highlighted as a key value in the digital transformation of heavy industries [2] Group 1: Breakthroughs in Core Production Systems - AI applications in industrial sectors have historically been limited to auxiliary roles, but Huawei is now pushing AI into core processes, exemplified by advancements in steel production [2] - Huawei's AI-driven temperature control in blast furnaces can save approximately 10 million RMB annually, showcasing the financial benefits of this transition [2] Group 2: Efficiency and Cost Reduction - Huawei's AI model significantly reduces analysis time in the aluminum alloy sector from 3-5 minutes to under 10 seconds, achieving over 90% efficiency improvement with 99.5% accuracy [3] - In extreme conditions, autonomous mining trucks in Inner Mongolia have improved transportation efficiency by 20%, saving about 15,000 tons of fuel annually, equivalent to around 100 million RMB [3] Group 3: Addressing Fragmentation and Safety - The oil and gas mining industry faces challenges with fragmented systems; Huawei's unified architecture has improved data collection rates from below 60% to over 90% [4] - AI technology has enhanced safety measures, achieving a 94.1% identification rate for hazards in special operations, significantly improving upon traditional methods [4] Group 4: Ecosystem and Implementation Methodology - Huawei's strategy involves a dual-driven model of "partners + Huawei" to deepen AI integration within industry practices [5] - Collaborations with leading companies like Baowu Steel have transformed AI from auxiliary systems to core production intelligence engines, indicating a shift towards scalable implementation across the industry [6] Group 5: Future Outlook - By 2025, Huawei aims to transition from pilot projects to large-scale implementation across the entire industrial chain, making AI an essential tool rather than a luxury [6]

期间，双方团队深入座谈交流。韩硕表示，华为油气矿山军团高度重视与济宁能源海纳科技的深化合作，将凭借华为在矿鸿操作系统优势与创新应用开发 的技术积淀，为矿山数智化提供技术支撑。朱凯表示，将充分发挥海纳科技在矿山装备领域的研发实力、场景经验与落地能力，推动技术成果向产业实践 转化。双方将以此次深化合作交流为契机，携手打造出更多适配能源行业的解决方案，提升全产业智能化国产自主创新能力，共同推动能源行业数智化、 绿色化转型。 10月29日，在第21届北京国际煤炭展现场，华为油气矿山军团与海纳科技开展深化合作交流。华为技术有限公司副总裁兼油气矿山军团CEO韩硕、海纳科 技董事长朱凯及双方团队围绕打造矿鸿系统、综合承载网、元图工坊、智能洗选等全场景矿山样板点，延伸端管云全系列合作展开深度探讨。 韩硕到访海纳科技展位，海纳科技董事长朱凯介绍了基于矿鸿的全过程自适应散料输送系统建设进展及推广应用情况。朱凯表示，作为华为在井工煤矿端 到端煤流运输系统合作伙伴，海纳科技在该系统中构建起"智能料仓管理管控系统、智能控制系统、智能平台建设、驱动装置的智能永磁化、输送系统配 套装置的自动化、无尘化和智能检测系统"六大模块，其智能化解决 ...

Investment Rating - The report upgrades the investment rating of the company to "Buy" from "Hold" [5] Core Viewpoints - The company is positioned as a leader in AI and coal industry, expanding its business into chemical and new energy sectors [1][3] - The market for coal intelligentization is projected to exceed 434.3 billion yuan by 2035, driven by increasing safety regulations and frequent coal mine accidents [2][49] - The company has established six major business lines, with intelligent mining and intelligent washing being the core revenue drivers [1][23] Summary by Relevant Sections Company Overview - The company, backed by state-owned Shan'neng Group, has undergone significant restructuring and now focuses on providing digital and intelligent solutions for the energy sector [16][19] - As of Q2 2025, Shan'neng Group holds a 35.20% stake in the company [1] Business Segments - The core product offerings include industrial internet platforms, intelligent mining products, intelligent washing solutions, smart power new energy solutions, and ERP implementation services [1][23] - Intelligent mining and washing accounted for 34.66% and 23.01% of total revenue in 2024, respectively [1][34] Financial Performance - The company achieved a revenue of 1.14 billion yuan in 2023, with a projected increase to 1.35 billion yuan in 2024, representing an 18.35% growth [4] - The net profit attributable to the parent company is expected to grow from 93 million yuan in 2024 to 154 million yuan by 2027, reflecting a compound annual growth rate of 20.75% [4] Market Potential - The intelligent mining market is expected to grow significantly, with the penetration rate of intelligent coal mines currently at 21.09% [2] - The company has strategic partnerships, including a core collaboration with Huawei to enhance digital solutions in the mining sector [3][49] Profitability and Growth Forecast - The company is projected to achieve net profits of 1.08 million yuan in 2025, increasing to 1.54 million yuan by 2027 [3] - The report highlights a strong growth trajectory, supported by the digital transformation trends within the energy sector [28]

9月8日，山西省长治市政府与华为技术有限公司（以下简称"华为"）就数字化建设签署战略合作协议。 次日，以"数智世界 太行有为"为主题的华为中国行2025·山西新质生产力大会在长治市成功举办。大会期间，华为ICT（信息与通信技术）学院揭牌仪式成 功举行，助力长治数字经济相关人才培养。 01、华为多个项目落地长治 9月8日，长治市政府与华为签署战略合作协议。 次日，以"数智世界 太行有为"为主题的华为中国行2025·山西新质生产力大会在长治市成功举办。 此次大会旨在通过政府、企业、科研机构等多方合作，推动数据要素、数智技术与产业深度融合，助力长治乃至山西能源转型、产业升级。 作为国家资源型经济转型综合配套改革试验区，目前山西在用算力中心机架规模达到51.4万标准机架，综合算力指数全国第八，发展新质生产力潜力巨 大。 02、全球矿山军团后又一大动作 长治市委书记丁小强表示，近年来，长治坚持把数字经济作为转型发展的重要抓手，加快数实融合、数智赋能。华为公司是全球领先的信息与通信基础设 施和智能终端提供商，是我国企业自主创新的标杆。 9月8日，市政府与华为技术有限公司签署战略合作协议 希望以此次合作为契机，与华为公司及 ...

Group 1 - Shanxi's Changzhi City has become a hotspot for technology, with Huawei's recent investments and projects driving digital transformation and industrial upgrades in the region [1][3] - A strategic cooperation agreement was signed between Changzhi City Government and Huawei, focusing on areas such as trusted data storage centers, artificial intelligence, industrial development, and talent cultivation [3][5] - The "New Quality Productivity Conference" held in Changzhi gathered over 300 representatives from various sectors to discuss trends in digital transformation and the integration of data elements and intelligent technologies [5][6] Group 2 - The conference highlighted the potential of Shanxi as a resource-based economic transformation pilot zone, with a computing center scale of 514,000 standard racks and a comprehensive computing power index ranking eighth in the country [5][6] - Huawei's establishment of the "Coal Mine Corps" headquarters in Shanxi aims to promote intelligent construction in the coal mining sector, with a planned investment of 1.5 billion yuan for the project set to operate by October 2025 [7] - The collaboration between Huawei and local educational institutions aims to cultivate high-quality ICT talent to meet the demands of the regional digital economy [5][6][7]

Core Insights - The conference held in Changzhi on September 9 focused on how resource-based cities can cultivate new productive forces amid the wave of digital transformation, with a particular emphasis on the energy industry and its opportunities for transformation and upgrading [1] Group 1: Digital Transformation in Resource-Based Cities - The core direction for the energy industry transformation in Changzhi is the intelligentization of coal mining [3] - The digital transformation is described as a mandatory requirement rather than an option, with Huawei's HarmonyOS being a crucial foundational platform for this transformation [3] - The Mine Harmony Operating System, based on OpenHarmony, is identified as a key support for the intelligent transformation in the coal mining sector [3] Group 2: Collaboration and Ecosystem Development - Huawei and Shanxi Jiaan Electric Co., Ltd. established a partnership, granting Jiaan Electric the status of Mine Harmony OSV (Operating System Vendor), marking them as a core builder and enabler of the Mine Harmony ecosystem [3] - The collaboration aims to develop, adapt, and deliver hardware and software solutions for the mining industry based on the Mine Harmony Operating System [3][4] - The focus will be on the intelligent transformation of mining electromechanical equipment, promoting comprehensive intelligent collaboration from connection, communication to control [3] Group 3: Overcoming Challenges in Mining Operations - The mining industry has long faced the issue of "data silos" due to diverse equipment brands and non-unified operating systems [4] - HarmonyOS, with its distributed architecture and unified connectivity capabilities, is set to break this dilemma, enabling remote control and multi-screen collaboration to become a reality [4] - The Mine Harmony Operating System facilitates interoperability among different brands and models of equipment, allowing them to communicate effectively [4]

Core Insights - The article highlights the revolutionary impact of the "Intelligent Control System for Coal Mining Based on Minhong" on the coal mining industry in Shanxi, marking it as a significant step towards the intelligent transformation of the sector [1][3] Group 1: Technological Innovation - The Minhong project, led by China Coal Energy Group, aims to develop intelligent mining technologies and has successfully completed industrial trials at the Daming Coal Mine [3][7] - The project addresses the fragmentation of communication protocols and the reliance on foreign operating systems, which have hindered the intelligent development of coal mining [5][9] - The Minhong system has established a new industrial IoT architecture that allows direct communication between devices, significantly improving data interaction efficiency [9][11] Group 2: Hardware Development - The Minhong project has achieved breakthroughs in the autonomy of core components, including the development of key devices such as circuit boards and control systems [11][12] - A notable innovation is the mobile driving cabin, which enables remote monitoring and operation of underground equipment, enhancing operational efficiency and reducing errors [11][12] Group 3: Software Advancements - The project has developed the Minhong operating system and various modules that allow for real-time data sharing and fault monitoring across different equipment [13][14] - The implementation of the Minhong system has led to significant improvements in monitoring capabilities, allowing for quicker fault detection and repair, thus enhancing safety in coal mining operations [13][14] Group 4: Collaborative Efforts - The collaboration between China Coal and Huawei has been crucial in the successful implementation of the Minhong project, with Huawei providing comprehensive technical support [15][16] - The partnership has set a benchmark for intelligent coal mining development in Shanxi and offers a replicable model for the national coal industry [16]