CiDi Pivots to Trillion-Yuan Market: From Autonomous Mining Trucks to the "Brain" for Heavy-Duty Embodied AI Just six months after claiming the title of "first autonomous mining truck stock" on the Hong Kong Stock Exchange, CiDi (03883.HK) is no longer content with being a leader solely in the transport segment. At the Transport Logistic China 2026 expo in June, CEO Hu Sibo systematically articulated a more ambitious strategic pivot for the first time: becoming the "brain" for heavy-duty embodied AI, extending the company's business from mining transport into the full chain of high-risk operational scenarios, including drilling, blasting, excavating, and loading. Hu Sibo distilled the core logic of this new direction into a concise formula: Heavy-Duty Embodied AI = Physical AI × Heavy Machinery × High-Risk Operations. In his view, physical AI is the technological engine, heavy machinery is the physical carrier, and high-risk operations represent the essential application scenarios. The combination of these three elements creates a powerful multiplier effect. The foundational judgment behind this layout is that artificial intelligence must penetrate the core industries that truly transform the physical world, and that resource extraction, global logistics, and large-scale infrastructure represent the most socially valuable landing points for the AI dividend. The original motivation is direct and simple. "Send machines to the most dangerous places, and bring people back to the safest positions," Hu Sibo stated. "What heavy-duty embodied AI does is not replace human jobs, but liberate people from mining truck cabins, blasting sites, and kilometer-deep shafts." The Inevitable Leap from Transport to Operations CiDi's confidence is built on the proven commercial closed loop of its autonomous mining truck business. As of February 2026, the company had deployed over 1,700 autonomous mining trucks, creating the world's largest mixed fleet of unmanned and manned vehicles, with operational scenarios spanning