The Internet of Things (IoT) has a considerable impact on transforming multiple industries by forging real-time connections between machinery, environmental conditions, people, and business processes. Implementing comprehensive IoT solutions can be challenging, however, and it is even more complicated when the operation takes place underground. Mining is a resource critical industry, where the ability to remotely monitor personnel and control equipment can have a significant impact. In this case, the usual constituents for IoT connectivity run into a massive number of problems. The radio signals that carry cellular, Wi-Fi, RFID, and other wireless data are not sufficient to penetrate rock and soil. Numerous mining operations have begun to partner with technology companies to invent creative solutions for deploying wireless networks underground. Along the way, they’re keeping better track of employees and equipment, increasing safety, improving maintenance, and boosting efficiencies. From an application on a mobile device, supervisors at mine sites can receive the alerts via email, SMS, or in-app notifications. This helps the supervisors to react to critical problems that are occurring in real- time and help in the maximization of productivity.

12月以来，煤炭市场运行情况良好，经济基本面对煤炭消费拉动力度有所增强。受春节临近、煤矿安全与环保检查，以及天气因素的影响，产地供应有所收紧。随着温度逐渐走低，水电出力收缩，加之北方取暖用煤需求增长，下游企业生产负荷提升,火电发电量环比继续增长。全社会煤炭库存下降，动力煤市场逐渐趋稳，价格震荡回升。

港口煤价小幅上涨。截至2 月6 日，港口方面，秦皇岛港山西产动力末煤(Q5500)平仓价566.0元/吨，较上周上涨10.0 元/吨。动力煤价格指数(RMB):CCI 5500(含税) 571.0 元/吨，较上周上涨10.0 元/吨。产地方面，山西大同南郊弱粘煤395.0 元/吨，较上周上涨3.0 元/吨；内蒙古鄂尔多斯东胜大块精煤405.0 元/吨，较上周持平。国际煤价，纽卡斯尔港动力煤现货价65.61美元/吨，较上周下跌1.47 美元/吨。截止2 月6 日动力煤主力合约期货升水2.6 元/吨。

“疫情”影响煤矿复工及产能利用率。据我们调研，大部分煤矿至今继续处于停产放假状态，少数煤矿以销售库存和保站台发运为主，参与保供应的多为国有大型煤矿。国家能源局2 月1 日发布《关于做好疫情防控期间煤炭供应保障有关工作的通知》，并在2 月5 日召开应对疫情能源供应保障电视电话会议要求做好煤炭保供工作。当前在“疫情”影响下，从地方政府以及安监局对疫情和生产安全的管控力度来看，煤矿大概率无法完全响应能源局的要求，及时复工复产，假设50%的动力煤矿，晚复工一周将影响一季度产量下降2943.8 万吨（4.36%）。