New infrastructure is accelerating the layout, and smart mines are 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.

In recent years, the coal mining industry has welcomed the "golden" period, according to the "2020 coal listed companies Social Responsibility Report", the operating profit scale of listed coal companies grew by 58.44%, of which the operating income scale reached 1,083.2 billion yuan in 2020.

In the context of high profit growth, strict safety accountability system has brought high costs to coal mine managers, prompting them to pay more attention to safety issues in coal mine production, and intelligence is one of the favorable ways to avoid safety risks.

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 the future coal mine, 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.