Smart Mining Industry Thematic study: Smart mining is the undervalued "gold Mountain"

Under the background of high boom in the upstream and downstream, it is urgent to map to the intelligent production link of the mine. Mine production can be divided into planning and design, mining and filling and transportation.

In terms of planning and design, the current mainstream mining spatial information processing software on the market mainly adopts CAD technology developed for mechanical and architectural design, and its service to spatial information is weak. With the intelligent transformation of coal mines, GIS technology dedicated to coal has been developed and applied, and more data on coal seam control has been collected from geological exploration to well construction, excavation and mining. The spatial form and property of coal seam are accompanied by a process from "invisible" to "locally visible", which is infinitely close until it reaches "transparent".

In terms of mining and filling, the intelligent manufacturing of coal machines is fully carried out, and the research and development of mining transport and lifting equipment, open-pit mining installation, coal mine automation and electro-hydraulic control equipment is carried out on the basis of scientific and technological innovation, so as to achieve labor reduction and efficiency improvement of mining and fully mechanized mining faces.

In terms of transportation improvement, the mine underground narrow gauge signal control and scheduling of intelligent mine is based on the mine rail transportation monitoring system as the core, through the construction of a multi-network integrated high-speed information transmission channel in the mine underground, the use of advanced industrial Internet of Things technology, on the basis of the mine comprehensive automatic system, The functions of target identification, moving track tracking, interlock cooperative control, operation status monitoring, equipment information exchange and other moving objects such as underground locomotives, personnel, mining cars and materials are integrated to realize comprehensive safety monitoring and information management of mine moving objects under a unified technical platform.

1.5 Industry scale: Driven by "demand + supply", the smart mine market continues to expand

1.5.1 Demand side: Coal mines still occupy the main share of the energy consumption market

China's resource endowment is characterized by "rich coal, poor oil and little gas", which determines the pillar position of coal mine in energy storage. At the same time, under the influence of comprehensive factors such as application range and mining difficulty, the resource mining structure is formed, with coal resources as the main resource and non-coal resources co-developing. Although from the 2012-2020 energy consumption structure data, the proportion of coal consumption shows a downward trend, due to the advantages of maturity, reliability and low prices, coal resources will still be the dominant and basic energy in China's energy structure for a long time, and play an important role in the sustainable development of China's national economy.

1.5.2 Supply side: Smart mine scale effect promotes stable growth of raw coal production

In the context of the declining number of coal mines and the intensified Matthew effect between mining enterprises, smart mines can meet the urgent needs of enterprises to increase production by expanding the scale of production. From 2012 to 2016, due to the comprehensive impact of slowing market demand, special rectification, and urgent upgrading of the operation and management of coal mining enterprises, raw coal production showed a certain contraction. From 2016 to 2020, with the large-scale popularization of smart mines and the significant improvement of industry market intensification, China's raw coal production has achieved rapid growth, with a cumulative increase of more than 14% during the period. In 2020, China's raw coal production will reach 3.90 billion tons.

Coal mine mechanization is the basis of coal mine intelligence, only through the existing coal mine machinery and equipment accurate data analysis and monitoring control, in order to achieve effective intelligent upgrading. Under the promotion of national policies, in recent years, China's coal mine mechanization, intelligent construction has also made a lot of progress. Since 2010, China's coal mining mechanization degree has gradually increased, according to the statistics of the National Coal mine Safety Work conference in January 2020, as of the end of 2019, the national coal mining mechanization degree has reached 78.5%, compared with 65% in 2010; According to the "Energy Technology Revolution and Innovation Action Plan (2016-2030)", intelligent mining will be realized in 2030, and the key coal mining areas will basically realize the unmanned working face and the centralized control of the trough, and the mechanization degree of coal mining in the country will reach more than 95% and the mechanization degree of mining will reach more than 80%. It can be seen that under the dual drive of demand and supply, the future demand potential of China's smart mine construction can be expected.