Engineering University of Technology: underground track signal control and intelligent scheduling leader

1 Technology University: underground track signal control and intelligent scheduling leader

1.1 Focus on transportation and lifting underground track signal control and intelligent scheduling faucet

It was founded in 2001 and listed on the Science and Technology Innovation Board in 2021. The company is a complete solution provider for signal control and safety dispatch in the field of industrial railway and intelligent mine, with railway signal safety integrity technology and fail-proof design technology as the core. It provides signal interlocking, centralized scheduling, intelligent logistics management, mine driverless, intelligent scheduling and command of mine locomotive and vehicle transportation, integration of precise positioning and control of moving targets, wireless communication (5G/WiFi6) and other solutions for industrial railways. Products have been widely used in metallurgy, mining, petrochemical, port, power and other industries, covering 31 provinces, municipalities and autonomous regions in China.

To control and intelligent scheduling as the core to form a surface and underground mining transportation information solution provider. The company's main business includes: mine underground narrow gauge signal control and intelligent scheduling products, surface industrial railway signal control and intelligent scheduling products, system integration and services, accounting for 25.6%, 46.6% and 27.9% of revenue respectively in 2020. With signal control and intelligent scheduling products as the core, the company has developed two routes for industrial railway on the ground and underground narrow gauge underground, which will account for 72% of the company's revenue in 2020 and become the main business support point of the company.

The evolution of the company's ground industrial railway signal control and intelligent scheduling products is the epitome of domestic substitution. At the beginning of the establishment of the company, the main product in the ground industrial railway signal control is the use of Siemens industrial railway computer interlocking system; With the development of the company, the product range continues to expand, and gradually formed an intelligent railway transportation dispatching platform for industrial enterprises; Products such as "GKI-33e all-electronic computer Interlocking system" and "GKS-37i automatic train monitoring System" independently developed in 2016 and 2019 have obtained relevant international certifications. Among them, GKI-33e has become the first set of all electronic computer interlocking system products through system-level SIL4 certification, and has complete independent intellectual property rights; The GKS-37i automatic train monitoring system has obtained the international safety grade SIL2 certificate, marking a new breakthrough in the field of automatic train operation monitoring technology. The main technical qualifications of the two urban rail and national rail markets have been improved, which determines the company's competitive position in the industrial railway market and urban rail transit industry.

The development of the company's underground narrow gauge signal control products is synchronized with the overall technological transition. At the beginning of the establishment of the company, the main product of mine underground narrow gauge signal control is KJ293 (A) mine rail transportation monitoring system. With the development of industrial Ethernet and the Internet, a multi-network integrated high-speed information transmission channel for mines has been built. In 2010, a moving target safety monitoring and management information platform covering mine locomotives, car skin materials, rubber wheels, personnel and equipment has been successfully developed. In 2011, KJP100 is covered by the company's core products such as mining rail transportation monitoring system, auto track material tracking management system, mine rubber wheel transportation monitoring system, coal mine personnel positioning management system, mining wireless communication system, mine inclined lane track transportation monitoring device and mine integrated automation system The integrated service platform of mine moving target safety monitoring and information management solves the problem of high-speed identification when underground moving target groups move, establishes a unified communication and data management platform of mine moving target, and realizes comprehensive centralized monitoring, cooperative scheduling and comprehensive management of mine moving target.

The company's products have been recognized by many mainstream customers, and continue to expand the industry influence. In 2021, the company signed a strategic cooperation framework agreement with Shanghai Energy (a coal enterprise jointly operated by coal production and transportation); The company undertook the construction of the auxiliary transportation intelligent dispatching command system, which helped the first ten-million-ton intelligent demonstration coal mine in Inner Mongolia Autonomous Region - Guoyuan Mining Development Co., Ltd. Longwanggou Coal mine successfully pass the evaluation and acceptance of the autonomous region; The company contracted for Huaihe Energy West Coal Power Group Tangjiahui Coal mine integrated intelligent control system such as precise positioning of personnel, auxiliary transportation dispatching command and intelligent access control at the wellhead, which helped the mine successfully pass the intelligent mine evaluation and acceptance in Inner Mongolia Autonomous Region.

2 Longsoft Technology: China's leading coal industry software and service provider

2.1 Taking geospatial information system technology as the "layout hand"

Beijing Longsoft Technology Co., Ltd. was founded in 2002 and completed the overall transformation of shareholding system in 2011. In December 2019, the company successfully landed on the Science and Technology Innovation Board of Shanghai Stock Exchange. After nearly 20 years of development, the company took the lead in geospatial information system, and gradually became the industry leader in the research and development and application of key technologies of spatial information processing in coal mine safety production. At the same time, it has accumulated a deep industry background, technology maturity and R&D commercialization transformation ability, and has a high degree of market recognition.

2.2 Company business: three platforms enable four product lines, deep in mineral intelligence

The technical core of the three platforms builds their own business foundation. With years of research and development investment, the company has achieved breakthroughs in technical problems such as intelligent mining, dynamic monitoring and management, management and control visualization, resource sharing and integration, and developed three basic technology platforms with fully independent intellectual property rights, LongRuanGIS, LongRuan security cloud service platform and LongRuanGIS "One Map". It can satisfy the editing, retrieval, analysis, management, integration, modeling, publishing and sharing of diverse and heterogeneous spatial data by government agencies, enterprises, institutions and individuals.

LongRuanGIS: As the company's underlying core technology platform, this platform is specialized in the field of underground spatial information, and can be used to complete intelligent tasks of underground operations such as map drawing and spatial analysis. Longruangis is the core technical means to realize the intelligent development of coal mines.

LongRuan security cloud service platform: The rapid deployment, unified management, timely update and other functions of the platform are the core elements of the company's continuous maintenance and update of customer products. Under the simplified GIS business environment, it can still reduce enterprise operating costs, which is an important part of providing an overall solution for enterprises.

LongRuanGIS "One map" : the platform integrates all stages and links of coal mine production, builds the core data system, and forms the "electronic sand table" of coal mine production and safety status, ensuring the safety, accuracy and efficiency of production is the booster to achieve the safety management and efficient production of coal mine enterprises.

The four products continue to iterate and expand horizontally into the non-coal field. The company has formed four core product lines, including LongRuanGIS software, intelligent mining industry software, intelligent safety supervision emergency rescue system, virtual simulation system, and developed a total of 39 professional systems or platforms with different functions and different fields. The comprehensive and personalized information-based overall solution starts from serving large and medium-sized coal mines and other energy enterprises, and extends to customers such as governments and educational institutions. At present, the business segment covers the GIS system to improve the efficiency of coal mining, while combining the Internet of Things, big data, cloud computing and other technologies to achieve the information integration and management of the entire intelligent process of coal mining to meet the comprehensive needs of enterprises for intelligent mining and intelligent supervision. In addition, through continuous benchmarking industry projects, the company is expected to replicate the results of coal industry informatization to public safety and other industries.

The combination with Huawei has further improved market recognition. On May 17, 2021, the company and Huawei jointly proposed an overall solution for smart mine construction at the Huawei Ecological Conference. It mainly includes key technologies and typical cases such as intelligent fully-mechanized mining face in coal mine, intelligent driving face and intelligent safety production control platform based on "one map", making coal mine "from isolation to collaboration" and "safe and intelligent control, so that the mine knows how to automatically operate" become a reality. (Report source: Future Think Tank)

3 Analysis of key companies

3.1 Technology University -- underground track signal control and intelligent scheduling leader

To control and intelligent scheduling as the core to form a surface and underground mining transportation information solution provider. The company's main business includes: mine underground narrow gauge signal control and intelligent scheduling products, surface industrial railway signal control and intelligent scheduling products, system integration and services, the development of the ground for industrial railway, underground for underground narrow gauge dual lines.

The industry's natural high barriers superimposed perfect railway and mine product lines, forming a two-line trend. At present, the company has passed a number of major technical qualification certifications in the urban rail and national railway markets, and built a multi-network mine high-speed information transmission platform to achieve comprehensive and comprehensive management of mine movement targets, and the brand has been recognized by many mainstream customers, constantly expanding the industry influence.

3.2 Mayanson -- Open the space for mine safety growth with gas monitoring as the center

Starting in the field of Internet of Things and security, Meiansen faces three major sectors: mining, environmental protection and urban management. Mining business is the main business of the company, providing users with security and production solutions including Internet of Things software platform, intelligent sensors at the acquisition end, transmission control equipment and network, operation and maintenance services. At the same time, through the application of cloud computing and big data analysis technology, we provide customers with safe and intelligent applications and value-added services. The main products of environmental protection business include intelligent integrated sewage treatment products developed for distributed domestic sewage treatment occasions such as beautiful villages and schools; It is a water operation management information platform developed for the operation and management needs of collectified and large-scale sewage treatment equipment (plant station), and provides professional solutions and customized sewage treatment products based on core sewage treatment technology packages for black and smelly water bodies in rivers, mine wastewater and other industries. In the field of urban management, it mainly includes all kinds of smart city management integrated service platform, gas monitoring, structural safety monitoring and early warning and other safety operation and maintenance platform products.

The dual integration of cutting-edge technology, hardware and software, and sales services constitutes the "troika" of the company's core competitiveness. 1) With a comprehensive and solid technical foundation of the industry and a strict product quality control system, the company has established a complete and functional monitoring and pre-alarm technology system; 2) Full technology chain integration of hardware and software technology chain brings expansion advantages. The company has a complete technical system from information collection, network transmission, automatic control, platform software application, big data analysis and visual display application, based on this technical system has realized the integration of mining, urban management, environmental protection and other business fields, with perfect technical control capabilities; 3) Sales and service integration Through the establishment of regional offices, the formation of "sales personnel + pre-sales technical support engineers + after-sales engineering delivery operation and maintenance engineers" constitutes the "iron triangle" of regional marketing management. While responding to the relevant needs of customers in a timely manner, we strengthen product sales promotion efforts and collect technical feedback from customers in a timely manner. Product optimization provides a positive closed-loop.

3.3 Longsoft Technology -- GIS leader of smart mine

The company adopts the "technology-led" marketing model, and uses its own technical advantages to drive the continuous update and improvement of products and services. In the first three quarters of 2021, the company adhered to the strategic policy and increased resource investment in sales and research and development projects, with sales expenses of 13.323,700 yuan, an increase of 34.70%. Administrative expenses were 15,057,300 yuan, an increase of 19.62%; Research and development expenses were 26.3349 million yuan, an increase of 65.74%. The company has built basic technology platforms such as LongRuanGIS, LongRuanTGIS, LongRuan mobile GIS and LongRuan Cloud service with independent intellectual property rights, and has gradually expanded the penetrative software development and service model to various application fields. Established a strong technical advantage and leading market position.

Join hands with Huawei to accelerate the transformation of intelligent coal mines. The company's intelligent unified management and control platform based on multi-dimensional GIS "One map" helps the intelligent coal mine achieve "online analysis and collaborative control", and will build intelligent mine solutions based on Huawei cloud digital platform and Huawei Mining Hong. On September 14, 2021, Huawei released the "Mining Hong Operating System" to the whole industry, which will eventually completely realize the interconnection and interface standardization of massive equipment and sensors in mines. As Huawei increases the intelligent field of coal mines, the company, as a manufacturer with deep cooperation with Huawei, is expected to benefit first.

3.4 Precise Information - Precise targeting of ancillary transport solutions

The three major businesses are oriented to key industries, and the business layout is extended and diversified. Military industry, coal mine safety and information and communication constitute the main business of the company. 1) Military business through its subsidiaries for two major product lines: part of the Shikai technology for the military included in the military weapons and equipment sequence products; The other part is provided by Fuhua Yuqi for the military information system integration and related products and services; 2) Coal mine safety business provides monitoring, monitoring and prevention related products and technical services for coal mine operation links such as coal mine roof safety, underground transportation and mining production. The main products include coal mine roof monitoring system, intelligent auxiliary transportation system under coal mine, Bluetooth digital pressure gauge and other instruments, intelligent integrated liquid supply system, etc. 3) Information and communication business Through the information and communication capabilities of its subsidiary Fuhua Yuqi, it provides services for 5G communication systems in coal mines, military information products, rail vehicle communications and energy industry information.

The moderate diversification under the group management mode provides continuous pulling power for the "troika" of operating businesses. The main undertakers of the company's business, Shikai Technology, Mining Technology and Fuhua Yuqi, have been deeply engaged in the business field for many years, and have become more influential domestic enterprises in their respective fields. With the acceleration of China's digital and intelligent transformation, the multi-industry pattern is staggered, the company's layout in multiple fields is in line with the future trend, and the future is expected to continue to expand the business territory.