2023 China mining machinery industry key enterprises analysis and future development trend forecast report

First, mining machinery industry key enterprises

Sany Repackaging International Holdings Limited (stock code: 00631.HK) is one of the core listed companies of Sany Group. The business scope includes domestic mining equipment, logistics equipment, robot and smart mining and spare parts services. The company's product layout is comprehensive, the core products include coal machinery in the boring machine, shearer, hydraulic support, logistics equipment in the front crane, stacker, heavy forklift and so on. The company's income is mainly based on traditional mining equipment and logistics equipment. In 2021, the company's traditional mining equipment/logistics equipment/robot revenue accounted for 56.3%, 32.4% and 11.3%, respectively.

Second, mining machinery industry development trend

1. Large-scale

China has become a mining machinery production country, consumption country and import country, but big but not strong. Based on the current situation of the mining machinery industry, China's mining machinery enterprises should further deepen reform, actively adjust the industrial and product structure, change the method of economic growth, enhance the ability to innovate independently, accelerate the research and development of high-end mining machinery, mineral processing equipment, crusher equipment and key parts and open up shopping malls, further advance product quality and strengthen service understanding, Only by advancing the inductive competitiveness of the whole industry and adhering to the road of green innovation can we achieve good and fast sustainable development and complete the goal of becoming stronger from the big.

2. Digital

With the advance of computer skills, unmanned mining skills have been promoted, from the automatic mining or remote control mining of traditional mining processes to the direction of unmanned mines such as intelligent mining and digital communication. Digitization describes a new vision for the mine, excavates and integrates the information resources of the enterprise, and completes the reconstruction of the industrial process of open-pit mining. The completion of mineral deposit geological environment modeling, production plan implementation, production scheduling, product quality monitoring, equipment status diagnosis, personnel allocation, logistics, capital flow and engineering disaster warning, local environmental monitoring, expert evaluation and resolution plans under special working conditions and other sub-systems, so that the entire enterprise has become a sound and circulating management system.

3. Intelligence

Automated unmanned face mining is the development direction of underground mining or hazardous environment mining, and it is also an effective way to ensure the safety of face mining. Summarize the application of mining science, automation skills, communication skills, computer science and skills, etc., to carry out the fundamental theoretical research of automated unmanned working face mining and develop new skills and new equipment, so that mining machinery will develop in the direction of robotization and intelligence. The structural health of mining machinery directly affects the safety of mine production and the life safety of miners. The self-detection and self-diagnosis system of mining machinery structure adopts an intelligent structure integrated with sensors, controllers and actuators, which endores certain intelligent functions and life characteristics such as self-diagnosis of structural health, environmental self-adaptation, and damage self-repair, so as to enhance structural safety and reduce quality. The intention of reducing energy consumption and advancing performance is the direction of online monitoring of major mining machinery products in the future.

4, ecological

Mining machinery is a major resource consumption and the source of pollution. To complete the harmonious development of the natural environment, the mining machinery is required to be "ecological", and the production form, production resources, production process and production organization are constantly innovated with various advanced skills, so that the product does not produce environmental pollution or minimize environmental pollution during the entire life cycle, the highest resource utilization rate, and the lowest energy consumption. Finally complete the harmony of enterprise economic benefits and social benefits. The fuel cell mining machinery with high efficiency and zero pollution has a good development prospect.

5. Internationalization

The product development of global product development enterprises is not in the closed door of self-restraint, but in the open public channels and social resources. The needs of economic construction also promote the development of mining machinery, mining machinery manufacturing has experienced the introduction of digestion and absorption of foreign advanced skills, collaborative planning and joint production, independent planning of the development road. At the same time, it has a certain distance from the level of developed countries in the original development and engineering of new industries, new equipment and new skills.