As a leader in the AI + energy sector, focusing on mining as its core application, BRETON (01333), the first zero-carbon mining robotics company, has taken a historic step. On November 21, BRETON held a "Driverless Pure Electric Mining Truck Offline Ceremony and New Product Launch" at its Wuhan factory. The event showcased the world's first truly dedicated driverless mining truck, the BRETON 9M145E, equipped with the company's self-developed E2E autonomous driving system. The new truck features a cabless design and is production-ready upon launch, marking a shift from "feasibility" to "actual deployment" in autonomous mining.
The company has secured substantial orders, including a procurement agreement in early November with Fujian Rixin for no fewer than 150 electric mining trucks and accompanying autonomous driving services. Prior to that, in September, it secured an order for over 1,000 units from Mingyang Mining. This launch not only represents a milestone in BRETON's intelligent mining endeavors but also signifies a pivotal moment for China's mining industry as it transitions from manual operation to true autonomy.
In the AI + zero-carbon mining sector, BRETON leverages its first-mover advantage and cutting-edge autonomous technology to usher in the era of large-scale commercialization for "mining robots." Supported by policy and technological advancements, the global mining industry is undergoing a dual transformation driven by new energy and AI.
In 2024, carbon neutrality reforms entered a critical phase, with green initiatives expanding from energy and transportation to industrial parks and mining areas. To accelerate green and low-carbon transformation in mining, China's Ministry of Natural Resources and six other departments jointly issued guidelines to strengthen green mine construction. Regions like Inner Mongolia and Xinjiang have introduced supportive policies. The shift to new energy also delivers higher economic efficiency, with electric mining machinery reducing energy costs by 50%-85% compared to traditional fuel-powered equipment.
Meanwhile, AI investments surged in 2024, and with the debut of DeepSeek's large model in 2025, AI application costs dropped significantly, accelerating commercialization. Autonomous driving has progressed from pilot demonstrations to large-scale deployment. Mining has kept pace, with China's National Energy Administration releasing guidelines in September to promote AI-driven energy development.
BRETON leads the charge in mining's new energy and intelligent transformation, offering electrified equipment (pure electric mining trucks, loaders, and excavators), intelligent systems (self-developed E2E autonomous driving and multimodal mining models), and integrated solutions (microgrids, solar-charging stations, and energy infrastructure).
The BRETON 9M145E marks a milestone, with potential for both performance growth and valuation upside. Autonomous driving is a key focus for BRETON, which was selected for Shanghai’s autonomous driving pilot program in 2019. After successful trials in 2022 and commercial fleet operations in 2024, the company has now achieved full-scale commercialization.
The 9M145E represents a generational leap, eliminating the driver’s cab entirely and demonstrating efficiency on par with or exceeding manual labor. Its E2E autonomous system, tested across multiple mines, ensures safe and stable operation throughout loading, transport, and unloading, significantly reducing costs. Combined with solar-storage charging, smart microgrids, and autonomous electric trucks, BRETON’s solutions enable fully visualized, controllable, and manageable mining operations, positioning China as a global leader rather than a follower in mining technology.
BRETON’s CTO of Autonomous Driving, Bai Furu, emphasized that the company’s R&D investments aim not only to improve mining efficiency but to surpass manual performance. The 9M145E solidifies BRETON’s industry leadership, transitioning autonomous mining trucks from "tech demos" to mass production and scalability, accelerating the AI + zero-carbon mining revolution.
As a pioneer, BRETON is reshaping global mining equipment and production methods, driving the shift from electrification to full "mining robotics." Autonomous operations are set to replace traditional machinery, particularly in simpler tasks like forklifts, loaders, and dump trucks. According to CIC, China’s market for these three segments reached RMB 109.7 billion in 2024, with commercialization poised to boost penetration rates.
Customer demand for BRETON’s autonomous solutions is strong, with thousands of orders for its driverless trucks and services. Major clients like state-owned Huaren Cement have expanded collaborations, with a 2025 order worth RMB 118 million covering multiple mining projects. The new 9M145E is expected to attract further orders.
BRETON’s integrated approach—combining electric trucks, autonomous systems, and energy infrastructure—creates a closed-loop solution spanning energy, equipment, and operations. This model delivers fundamental improvements in energy costs and efficiency, establishing a robust business framework comparable to Tesla’s energy revolution in mining.
Underpinned by policy and industry trends, BRETON’s "electrification + autonomy + systemization" solution is becoming a core driver for mining efficiency and competitiveness, positioning the company as a prime beneficiary. The launch of the 9M145E, the world’s first dedicated driverless mining truck, promises to accelerate the adoption of electric and autonomous mining, heralding the era of mining robotics. As a leader, BRETON is poised for a dual boost in performance and valuation, driven by policy, technology, and strategic execution.
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