The number of coal mines in China is large and the intelligent penetration rate is low, and the smart mining industry has a broad space under the support of policies

The smart mine aims to realize the intelligent operation of the whole process of mine production. The Industrial Internet of Things as the core, including artificial intelligence, big data, including the new generation of information technology and mining development technology and equipment will be deeply integrated to form a comprehensive autonomous perception, real-time and efficient interconnection, self-learning, intelligent analysis and decision-making, dynamic prediction and early warning, precision collaborative control of the mine intelligent system. Finally achieve mine production safety improvement, reduction of staff efficiency, energy saving and consumption reduction. As a support platform for the whole process of coal mine safety production and operation, it is the product of the deep integration of the two, and carries daily safety production and operation scheduling services such as reliable remote control of coal mine, fine control of safety production, and penetrating holographic visual query.

The overall architecture of the smart mine relies on the three-layer system of the mine Internet of Things, namely, the iot perception layer, the transmission layer, the intelligent application and the decision layer. The iot sensing layer is mainly composed of a large number of on-site sensors, actuators, industrial video front-end cameras, intelligent handheld terminal devices, positioning devices and other devices to realize the comprehensive perception of the environment safety and production conditions at the job site. Relying on the iot rules of each sensor, control device and positioning device in the mine, the automatic intelligent identification and local control between sensors and controllers are realized. The transmission layer completes the networking control and information summary of nodes of the iot sensing layer, and completes the efficient and reliable transmission of equipment configuration information, real-time sensor data, control commands, video, positioning and other data information of the mine iot sensing layer through various communication networks and industrial Ethernet backbone networks. The intelligent application and decision layer mainly includes the monitoring layer, the data operation and maintenance layer and the intelligent decision application layer, which can realize the functions of comprehensive mine monitoring, data storage and application, mine intelligent business application and decision analysis.

The smart mining industry is greatly affected by the downstream coal industry, and is less affected by the upstream. The upstream raw materials, parts and services of the industrial chain include electronic components, integrated modules, outsourced processing, etc. The midstream products are all kinds of intelligent mine information systems; The downstream application field is the coal industry, and the specific customers are coal mine production enterprises and coal mine equipment manufacturers.

In terms of upstream supply, sufficient supply of raw materials and services is conducive to the development of the industry. There are a large number of raw material suppliers in China, the competition is more fierce, there is no single supply channel, product or service monopoly. Smart mining enterprises establish a stable and efficient supply chain management system, maintain good business cooperation and close information exchange with upstream suppliers, and timely understand the technological progress and price fluctuations of upstream materials or services, which can ensure the stability of product quality and rapid response to downstream customer needs.

In terms of midstream manufacturers, the technical barriers of smart mine information system suppliers are high. In view of the complex production and application environment of mines, high degree of customization, strict qualification requirements and other characteristics, entering this field requires a relatively rich production technology accumulation and a relatively excellent product research and development ability, production coordination ability. The company is in the middle of the smart mine industry chain, mainly engaged in the development, production and sales of smart mine related information systems, and the main products are smart mine information systems that are professionally used in various coal mine production and operation scenarios.

In terms of downstream demand, the coal industry is closely related to the development of the smart mining industry. China is the world's largest coal producer and consumer. The coal output in 2019 was 3698.00 million tons, up 4.00% from the previous year. Consumption of 4176.54 million tons, an increase of 5.09%, compared with the coal industry "capacity reduction, structural adjustment" has shown a certain warming trend. According to the "14th Five-Year" high-quality development guidance of the coal industry issued by the China Coal Industry Association, by the end of the 14th Five-Year Plan, that is, 2025, China's coal production will be controlled at about 4.1 billion tons, compared with the output of 3.9 billion tons in 2020, there is still some room for growth, and the industry efficiency has also rebounded. Moreover, China's existing coal industrial facilities are huge, and the existence of stock equipment renewal demand provides a huge market growth space for the smart mining industry.

The data show that the cost of intelligent transformation and upgrading of the single mine of the existing production mine is about 149 million yuan to 263 million yuan, and the cost of single mine transformation of the new mine is about 195 million yuan to 385 million yuan. According to the "National Coal Mine Production Capacity Statistics" released by the National Energy Administration in 2019, excluding too low production capacity and coal mines that have been rectified and closed, the number of coal mines in the country is nearly 4,500, so the intelligent construction of coal mines in China will create a trillion-level market. In addition, with the mature application of smart mine information system products and technologies in the coal industry, it will create the possibility of expansion to energy and chemical industries such as oil and gas mining, and its market space will usher in new growth drivers.

-- China's coal mining more difficult, higher risk factor, prone to mine accidents. According to the classification of coal mining methods, coal mines can be divided into open-pit coal mines and shaft coal mines, among which open-pit coal mining difficulty is lower, higher production efficiency, is the main form of coal mining in the United States, Australia, Indonesia and other coal-producing countries; Due to the geological particularity of China, most of them are mining mines. According to the academic paper "Achievements and Development Trend of open-pit Mining in China" published by Tian Hui, Bai Runcai and Zhao Hao, as of the end of 2017, there were only about 420 open-pit mines in China, accounting for about 6% of the total number of coal mines in the country. Mine mining is carried out in the underground with complex environment and diverse rock formations, which is an important reason for the frequent occurrence of serious accidents in coal mines in China in the past.

The state pays more and more attention to the safety of mine production, and has successively issued guiding policies related to the coal industry. The National Development and Reform Commission, the National Energy Administration, the State Administration of Mine Safety and other eight ministries and commissions jointly issued the "Guidance on Accelerating the intelligent development of Coal mines" in February 2020, pointing out that "by 2025, large coal mines and coal mines with serious disasters will basically achieve intelligence", and for the first time put forward specific goals for the intelligent development of coal mines at the national level. The National Development and Reform Commission, the Ministry of Industry and Information Technology and the National Energy Administration issued the "Key Points for coal to resolve excess capacity in 2019" in April 2020, which also pointed out that "guide coal enterprises to increase scientific and technological investment, apply modern information technology and advanced applicable equipment, and build safe, efficient, intelligent and environmentally friendly large-scale modern coal mines." Continuously improve the level of mechanization, automation, information and intelligence." The introduction of policies has effectively promoted the integration of intelligent technology and the coal industry, and promoted the high-quality development of the coal industry.