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

2 time and place, smart mine development of the three mountains

2.1 days: The prosperity of the smart mining industry continues to rise under the help of policies

From 2016 to 2021, the Chinese government has gradually strengthened its emphasis on smart mines, and given corresponding guidance and suggestions, and the types of intelligent mines have gradually extended from coal mines to non-coal mines. In particular, in February 2020, the National Development and Reform Commission, the Energy Bureau and other eight departments jointly issued the "Guidance on Accelerating the intelligent development of Coal Mines", which for the first time put forward specific goals for the intelligent development of coal mines at the national level, aiming to promote the integration of intelligent technology and the coal industry, improve the intelligent level of coal mines, and promote the high-quality development of the coal industry.

In the past, due to the constraints of resource occurrence conditions, the complexity of development and utilization processes, technology and equipment level and other factors, the automation and intelligence level of coal is low, and the intelligent monitoring, pre-detection, early warning and other technologies of major safety hazards are relatively backward, resulting in frequent coal mine accidents. Since 2015, the death rate of coal mining has shown a significant downward trend.

This aspect benefits from the intelligent construction of coal mine for the production process of less humanized, unmanned promotion. Between 2016 and 2020, China's raw coal production continues to increase, reaching 3.90 billion tons in 2020, but at the same time, the death rate is declining year by year, the number of deaths in China's coal mines dropped from 538 in 2016 to 225 in 2020. The death rate per million tons decreased from 0.156 to 0.058.

On the other hand, the policy level attaches great importance to safety production. Since China's coal industry has entered the stage of local intelligence, a number of relevant policies of smart mines are closely related to coal mine production safety. In June 2017, the State Administration of Safety and the State Administration of Coal Mine Safety issued the 13th Five-Year Plan for Coal mine Safety, proposing that by 2020, the number of deaths in coal mines will continue to decline, major accidents will be effectively contained, and the prevention and control of occupational hazards will make positive progress, reaching the safety level of moderately developed countries. The situation in coal mine safety has been fundamentally improved, and the number of deaths in coal mines and the death rate of coal mines per million tons have been reduced by more than 15%. In April 2020, the Security Committee of The State Council officially issued the three-year Action Plan for the special rectification of National Production Safety, proposing to accelerate the construction of mechanization, automation, information technology and intelligence.

2.2 Geographical location: Provide technical support for the continuous evolution of IT infrastructure

5G, big data, artificial intelligence, Internet of Things, cloud computing and other new generation of information technology to solve the system architecture and interoperability, data processing decision-making and advanced computing problems, through the form of technology empowerment to promote the construction of intelligent mines. Among them, the smart mine joint solution released by Huawei synthesizes the industry's practical experience in the construction of smart mines, and combines ICT technology to form the overall architecture of "3 1+N+5" smart mines, thereby improving the essential safety production level of mining enterprises. The Hongmeng Mine operating system launched by Huawei, Mining Hong, will also help the intelligent transformation of the coal industry from four aspects: first, jointly build the coal mine industrial Internet, build future coal mines, and effectively solve the problem of "industrial safety"; The second is to effectively promote industry adaptation through the formulation of coal mine industry interface and protocol standards; The third is to polish the coal mine industrial Internet of Things operating system to achieve the safety and reliability of the industrial control system; The fourth is to build the coal mine industrial Internet ecosystem, promote the integration of digital economy and energy economy, and achieve high-quality development of the coal industry.

2.3 People and people: "saving expenditure + increasing income" encourages enterprises to increase intelligent investment

From the cost point of view, the underground operation environment of coal enterprises is bad, it is more and more difficult to recruit workers, and the labor cost shows an upward trend. The number of people in China's coal mining washing industry dropped from 5.2719 million in 2010 to 2.8468 million in 2019, a decrease of 46%. Coal companies are facing a serious aging workforce, with the average age of underground operators in some companies exceeding 45 years old, making it difficult for companies to attract a new generation of young people. The transformation of intelligent coal enterprises can realize the reduction of workers and improvement of efficiency in the driving face, the few people or unmanned operation in the fully mechanized mining face, the unattended and remote monitoring of fixed positions in underground and open-pit coal mines, effectively reducing the personnel needs of coal enterprises and reducing labor costs.