金吾财讯 | 东海证券表示，政策推动具身智能技术应用落地煤矿开采。煤炭企业井下恶劣的作业环境难以吸引年轻人加入，导致招工越发困难；随着人民生活水平持续提升，从业人员的工资需求也在提高；加之煤炭安全生产投入加大，煤炭企业的用工成本不断攀升，促使煤炭企业加大智能化无人设备投入减少劳动用工，为煤矿开采机器人提供市场需求。该行指，采煤场景间布局固定，井下巷道、运输轨道、设备位置相对固定，便于机器人导航与路径规划。同时，采煤作业流程已成熟标准化。采煤、掘进、运输等流程具有重复性，适合机器人程序化执行。政策引导行业向智能化和无人化转型升级，并推动具身智能技术应用落地煤矿开采领域，我国煤炭开采智能化进程提速。国内最早布局智能开采领域关键技术，专利技术储备深厚，并与下游主要煤炭开采企业长期深度绑定的企业将显着受益。关注国内无人化智能开采领域双龙头企业，天玛智控和郑煤机。
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