13th Five-Year Plan

Intelligent coal mine

About 30% of the investment in fixed assets in the coal mining and washing industry is equipment purchase investment. Among them, 50% is used for the purchase of coal machinery equipment, and comprehensive mining equipment accounts for about 70% of the total investment of coal machinery equipment. Among the comprehensive mining equipment, the value of hydraulic supports is the largest, reaching 45%, with roadheaders, coal shearers, and scraper conveyors accounting for 12%, 13%, and 10%, respectively, and other equipment accounting for 20%.

As early as 2016, the National Development and Reform Commission and the National Energy Administration issued the "Thirteenth Five-Year Plan" for the development of the coal industry. By 2020, an intensive, safe, efficient, and green modern coal industry system must be built. The contribution rate of scientific and technological innovation to the development of the industry has further increased, and new progress has been made in the informatization and intelligent construction of coal mines, and a number of advanced and efficient smart coal mines have been built.

Intelligent coal

Promoting market demand for coal mining machinery

In January 2019, the State Administration of Coal Mine Safety Supervision and Administration published and published the "Key R & D Catalog of Coal Mine Robots", focusing on the development and application of tunneling, coal mining, transportation, security control and rescue, 38 types of coal mine robots, and the functions of each robot. Specific requirements were put forward, and then paved the way for the intelligent development of coal mine machinery.

Foresight Industry Research Institute pointed out that with the continuous improvement of coal companies ’profitability and financial status, with the increased willingness of coal companies to purchase, the demand for coal machinery equipment may be mainly updated, and some new demand will be superimposed. Market demand for coal machinery equipment is expected to follow the coal The industry's fixed asset investment has bottomed out and entered a new round of procurement peak. The market demand for comprehensive mining equipment in 2019 is expected to exceed 75 billion yuan. In 2017, the comprehensive demand for coal machinery equipment was less than 55 billion yuan.

The demand for coal machine equipment is continuous. The demand for coal causes the demand for coal machine equipment. After the purchase of coal machine equipment, it needs to be replaced regularly. Therefore, the market demand for coal machine equipment mainly comes from the replacement of existing equipment, the construction of advanced production capacity and the technical reform of the original coal mine. ; There is also an after-sales market, after-sales service and parts replacement business required after the sale of coal machinery.

The main reason is that since 2017, coal demand has started to pick up. In 2017, China's coal industry consumption reached 3.73 billion tons, a year-on-year increase of 0.4%, achieving the most positive growth since 2013. After entering 2018, the coal market demand continued to improve, mainly benefiting from the traditional downstream thermal power production began to bottom out.

In any case, this is undoubtedly good news for the majority of coal mining equipment manufacturing enterprises! However, it cannot be ruled out that the procurement peak has been pushed back due to the lag in equipment procurement.