由国际铜业协会主理的“国际铜业协会日”中国论坛，在 11 月 25 日于上海浦东喷鼻格里拉年夜旅店进行，论坛以“绿色立异 铜绘将来”为主题，聚焦铜财产于能源转型、智能制造、绿色电力体系和全世界供给链厘革中的新趋向及新机缘。论坛吸引了来自全世界34家会员单元、海内外铜财产链焦点企业、行业专家和相干机构代表，配合切磋绿色铜业的将来路径。

于本次论坛上，博雷顿董事长陈方明受邀发表主题演讲《零碳矿山时代：铜矿绿色进化之路》，缭绕新能源于矿山真个运用、电动扮装备的经济性冲破、主动驾驶于金属矿的潜力与挑战等内容举行了深切分享，并联合全世界多个落地项目，展示了“零碳矿山呆板人”于全世界矿山的实践与趋向。The “International Copper Association Day” China Forum, hosted by the International Copper Association (ICA), was held on November 25 at the Pudong Shangri-La Hotel in Shanghai. With the theme “Green Innovation · Copper Shapes the Future,” the forum brought together global ICA member companies, leading enterprises across the copper value chain, industry experts, and representatives from research and regulatory institutions to discuss new trends and emerging opportunities in energy transition, intelligent manufacturing, green power systems, and the evolving global supply chain of the copper industry.At the invitation of the organizers, Mr. Chen Fangming, Chairman of Breton, delivered a keynote speech during the event. His sharing focused on the role of renewable energy in mining operations, the economic breakthrough driven by equipment electrification, and the emerging potential of autonomous driving in metal mines. Drawing upon multiple projects already deployed around the world, he provided a practical perspective on how “zero-carbon mining robots” are shaping the future of global mining.如下为陈方明董事长演讲的收拾版，于尊敬原始表达的基础长进行了须要的校订与出现。The following is an edited version of Chairman Chen’s speech, refined for clarity while remaining faithful to the original content.列位带领、列位佳宾，各人好！今天我想说，实在电是人类前进的基石。为何这么讲？由于去年全世界用电量年夜概是 30 万亿度，而整小我私家类能源耗损约莫是 100 万亿度。象征着全世界电气化率只有 30%，还有有 70% 的巨年夜空间。支撑这 70% 电气化增量的要害质料，就是铜。以是我今天想分享的是新能源、呆板人以和主动驾驶对于全世界矿业——尤其是铜矿——带来的影响。博雷顿是一家创业公司，也是一家中国香港主板上市公司，咱们本年乐成于中国香港上市，被誉为“零碳矿山呆板人第一股”。之以是如许说，是由于咱们做的三件焦点营业，都与矿山的零碳化直接相干。第一，是于矿山端设置装备摆设风景水储等新能源发电体系。今朝咱们于非洲为四个铜矿、金矿提供绿色电力，项目正于设置装备摆设中，最快来岁 1 月并网，最晚来岁 5 月并网。第二是矿山装备的电动化。采铜、采煤需要年夜量设备，之前依靠柴油，此刻都能用电来驱动。第三，是主动驾驶体系。咱们把电动化与主动驾驶联合，于矿区形成为了一个完备的闭环。全世界矿业正于加快能源转型。中国的新能源成长很是快，成本也于迅速降落。我 2008 年进入新能源行业，其时说光伏储能能运用到矿业，是天方夜谭；但今天它不仅酿成实际，并且电价可以比化石能源低 80%。中国于西藏设置装备摆设的年夜型光储项目已经经不是传统的“跟网型”，而是“构网型”技能，这类技能难度更年夜，却能很好地解决偏远矿区的供电问题。新能源于矿山的运用正于加快，成本也连续降落。电动化正进入一个新的时代，我称其为“场景时代”。头几天曾经毓群于年夜会上说电动化进入“全域增量时代”，实在讲的就是拓展新场景，好比矿山，一旦把光储引入，成本会急剧降落。以刚果（金）为例，它每一年的铜产量约莫 330 万吨，将来几年会连续扩产。全世界每一年新增的 100 万吨铜中，刚果可能孝敬 30 万到 50 万吨。而铜冶炼很是耗电，一吨铜需要约莫 3500 度电，是以刚果持久电力欠缺。同时本地柴油价格很是高，我前次去的时辰，柴油价格已经经涨到 1.8 美元一升，而去年还有是 1.3 美元。一升柴油发电只有 3 到 3.5 度，折算成电价是每一度50 美分摆布。而光伏+储能于非洲本地的现实成本凡是是20—22 美分，可以或许节省 50% 以上的电力成本，需求很是火急。本年华为及多家企业于非洲互助构网型储能，咱们于非洲的四个项目里有两个也与华为互助。从经济模子上看，假如于非洲设置装备摆设 50 兆瓦光伏，加储能体系，本地有用发电小时年夜概是 1300 到 1500 小时，一年可发6500 万到 7500 万度电，电价能做到 20 美分摆布。与柴油的 50 美分比拟差距巨年夜。纵然将来电力状态改善，光储依然具备持久经济性。采用 PPA 或者自投模式，前五年景本略高，但仍旧比柴油低许多；后五年、后十年电价还有会降落。咱们于非洲与中国有色互助的项目就是一个典型案例。本地矿山彻底依靠柴油发电，年发电量1.5 亿度，成本高达 7500 万美元。咱们为其提供 76 兆瓦光伏及 100 兆瓦时储能，可提供 1.2 亿度绿电，把电价从 50 美分直接降到约 20 美分。每一年节省电费 3600 万美元。从接触到并网只用了八个月，彻底切合ESG要求。近似项目咱们也于与金川集团推进。新能源解决了电力缺口后，天然就需要电动设备的配套。电动扮装备能为矿山节省 60%-70% 的能源成本。于中国，咱们的电动矿卡一年行驶 5 万千米，每一千米节省约 15 元，一年可节省 75 万元。于非洲，因为油价更高、电价也比中国贵，每一千米可节省跨越 20 元。挖掘机改电效果更较着，柴油一年景本 300 万到 400 万，而电力成本不到 100 万。纯从经济性看，将来五年全世界矿山没有理由不实现电动化。主动驾驶方面，今朝中国已经有靠近 2000 台主动驾驶矿卡投入运营，但 95% 于煤矿。金属矿的难度更年夜，路窄、坡年夜、垂直高差年夜、场景繁杂，是以还没有年夜范围推广。但跟着年夜模子技能成长，主动驾驶于金属矿的运用会加快。咱们正于鞭策端到端模子于金属矿场景落地，而不单单局限于煤矿。咱们近来发布了一款无驾驶室的纯电动矿卡，100 吨载重，整车总重可达 160 吨，彻底正向开发。咱们采用集成式传感器，而不是今朝市道上一些方案上的二十多个外挂传感器，由于矿山工况卑劣，雨雾、粉尘、波动城市致使外挂传感器妨碍率更高。集成式传感器加之端到端年夜模子，才是矿山主动驾驶的成长标的目的。今朝咱们的电动装备也已经经进入非洲，本年于赞比亚交付了近 40 台，来岁将于刚果年夜量落地。我信赖将来两三年，于中亚、非洲、南美、Australia城市呈现年夜范围的电动化与无人化运用。将来五年，全世界矿山将进入一个“没有理由不选择电动化与主动驾驶的阶段。新能源于矿山有很是广漠的运用空间。博雷顿是一家创业公司，也是一家科技公司，我小我私家的配景也更多来改过能源及主动驾驶范畴。但愿今天的分享能给行业带来一些开导，接待各人会后交流，也能够加我的微信，线下沟通。谢谢各人！Ladies and gentlemen, distinguished guests, good afternoon. Today, I would like to begin with a simple idea: electricity is the cornerstone of human progress. Why do I say this? Because last year, global electricity consumption was about 30 trillion kilowatt-hours, while total global energy consumption reached 100 trillion kilowatt-hours. This means the world’s electrification rate is only 30%, leaving 70% of energy still unelectrified. And the key material supporting this massive 70% electrification potential is copper.So today, I want to share how new energy, robotics, and autonomous driving are reshaping global mining—especially copper mining.Breton is both a startup and a company listed on the Hong Kong Main Board. We successfully went public this year, and have been called the “world’s first zero-carbon mining robot stock.” The reason is that our three core businesses directly contribute to the construction of zero-carbon mines.The first is renewable power for mines, including photovoltaic, wind, hydro and energy-storage systems. We are currently building green-power projects for four copper and gold mines in Africa. All are under construction, the earliest of which will be connected to the grid in January next year, and the latest in May.The second is electrification of mining equipment. Mining—whether copper or coal—relies heavily on machinery that was traditionally powered by diesel. Today, all of these machines can be powered by electricity.The third is autonomous driving. By combining electrification with autonomous driving, we are building a complete and closed-loop smart-energy system for mines.Globally, mining is undergoing accelerated energy transition. China’s renewable-energy industry has grown extremely fast, and costs are falling rapidly. When I entered the renewable-energy sector in 2008, applying solar-plus-storage in mining was considered unimaginable. But today, not only has it become reality, its cost can be 80% lower than fossil-fuel power generation.In regions like Tibet, China has already deployed large-scale PV+storage systems using grid-forming technology rather than traditional grid-following systems. Grid-forming systems are technically more demanding but solve the stability challenges of power-deficient, remote mining areas. Renewable energy in mining is accelerating, and the cost is continuing to fall. Electrification is entering a new phase—I call it the “scenario era.” As Dr. Robin Zeng recently said, electrification is entering an “all-domain expansion era,” which essentially means finding new application scenarios such as mining, where costs drop sharply once solar-plus-storage is implemented.Take the Democratic Republic of the Congo (DRC) as an example. The country produces around 3.3 million tons of copper annually and will continue expanding production. Of the roughly 1 million tons of global copper production increment expected each year, the DRC may contribute 300,000–500,000 tons. Copper smelting is highly energy-intensive—each ton of copper requires about 3,500 kWh of electricity—which leads to persistent power shortages.At the same time, local diesel prices are extremely high. During my last visit, diesel had already risen to 美金1.8 per liter—up from 美金1.3 last year. One liter of diesel only generates 3 to 3.5 kWh, which means diesel-based power costs around 美金0.50 per kWh. However, actual PV+storage power costs in Africa are 美金0.20–0.22 per kWh, saving more than 50%. Demand is both large and urgent.This year, Huawei and several companies have jointly deployed grid-forming storage systems in Africa. Among Breton’s four African projects, two are in cooperation with Huawei.From an economic perspective, a 50 MW PV + storage project in Africa typically generates 65–75 million kWh per year, at a cost of roughly 美金0.20/kWh, compared with 美金0.50/kWh for diesel. Even if the local power situation improves in the future, PV+storage will remain cost-competitive. Under PPA or self-investment models, electricity prices may be slightly higher in the first five years, but still far below diesel—and will be even lower in the following years.One representative project is our cooperation with China Nonferrous Mining. The mine relied entirely on diesel power, with annual consumption of 150 million kWh and an annual electricity bill of 美金75 million. We provided 76 MW of photovoltaic and 100 MWh of storage, supplying 120 million kWh of clean electricity each year. This reduced the electricity price from 美金0.50 to about 美金0.20, saving 美金36 million annually.The entire process—from first contact to co妹妹issioning—took only eight months, fully meeting ESG requirements. A similar project with Jinchuan Group is also progressing in the DRC. With renewable power in place, the next natural step is electrified equipment.Electrification reduces energy costs by 60%–70%. In China, our electric mining trucks can save about 15 yuan per kilometer, totaling 750,000 yuan per year for a truck running 50,000 kilometers annually. In Africa, savings exceed 20 yuan per kilometer because local oil prices are much higher. Electrifying excavators is even more economical: diesel costs 3–4 million yuan per year, while electricity costs less than 1 million. From a pure economic standpoint, mines worldwide have no reason not to electrify in the next five years.On autonomous driving, China currently has nearly 2,000 autonomous mining trucks in operation, but 95% are in coal mines. Metal mines are more challenging—narrower roads, steeper slopes, larger elevation changes, and more complex working conditions—so large-scale deployment has not yet happened. But with rapid advances in large-model AI, autonomous driving in metal mines will accelerate. We are promoting end-to-end AI models specifically for metal-mining scenarios, not only coal mines.Recently, we released a cab-less pure-electric mining truck with a payload of 100 tons and a gross vehicle weight of 160 tons, developed entirely from a clean-sheet design. We use fully integrated sensor modules rather than the 20-plus externally mounted sensors co妹妹on in some current solutions. Because mining environments are harsh—rain, fog, dust, vibration—external sensors have much higher failure rates. Integrated sensors combined with end-to-end AI models represent the future of autonomous mining.Our electric vehicles have already been deployed overseas. This year, nearly 40 units were delivered to Zambia, and many more will be delivered to the DRC next year. I believe that within the next two to three years, large-scale electrification and autonomous-driving deployments will appear across Central Asia, Africa, South America, and 澳大利亚. Over the next five years, mining companies worldwide will have no economic reason not to adopt electrification and autonomous systems.Renewable energy has enormous potential in mining. Breton is a startup, but also a technology company, and my own background is deeply rooted in renewable energy and autonomous driving. I hope today’s sharing provides some inspiration for the industry. I welcome further discussions—please feel free to connect with me on WeChat.Thank you all.