经济观察网2026年1月30日，兆新股份（002256）发布2025年度业绩预告，预计2025年净利润3500万元 至5000万元，同比增长124.41%至134.88%；扣除非经常性损益后的净利润亏损3600万元至4800万元， 同比下降38.34%至53.76%。 ...

2025年度，公司聚焦"精细化工+新能源"双主业协同发力，市场竞争力显著提升，收入和利润实现显著 增长。得益于公司经营业绩持续稳健向好，公司信用资质获得银行、金融租赁公司的充分认可。公司已 将全部有息负债置换为金融机构借款，融资成本大幅降低，全年财务费用较上年减少约1,000万元，同 比降幅约30%。 格隆汇1月30日丨兆新股份(002256.SZ)公布，预计2025年归属于上市公司股东的净利润3,500万元–5,000 万元，同比扭亏为盈，扣非亏损3,600万元–4,800万元，营业收入48,000万元–52,000万元。 ...

南财智讯1月30日电，兆新股份发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 3500万元—5000万元，同比预增124.41%—134.88%；预计2025年全年归属于上市公司股东的扣除非经 常性损益的净利润为亏损3600万元—4800万元，同比减亏38.34%—53.76%。业绩变动原因说明：1、 2025年度，公司聚焦"精细化工+新能源"双主业协同发力，市场竞争力显著提升，收入和利润实现显著 增长。2、剔除股权激励费用影响后，管理费用较上年同期下降约1200万元，降幅达14%，充分彰显了 公司在降本增效方面的成效。3、得益于公司经营业绩持续稳健向好，公司信用资质获得银行、金融租 赁公司的充分认可。公司已将全部有息负债置换为金融机构借款，融资成本大幅降低，全年财务费用较 上年减少约1000万元，同比降幅约30%。4、本年度，公司通过司法程序接受以青海富康矿业资产管理 有限公司所持有的青海锦泰钾肥有限公司15%股权，用以抵偿对应应收债权。青海锦泰钾肥有限公司 15%股权以公允价值入账金融资产，录得坏账准备转回收益1300万元及债务重组收益5400万元，计入非 经常性损益。最终金额以审计机构 ...

证券日报网讯1月26日，兆新股份（002256）在互动平台回答投资者提问时表示，公司目前聚焦主营业 务经营，持续深耕新能源产业领域，推进技术创新与产业升级，不断提升核心竞争力。对于太空光伏等 前沿领域，公司将紧密跟踪行业发展趋势与技术演进，结合自身战略发展审慎研究，相关布局请以公司 官方公告为准。 ...

证券日报网讯1月21日，兆新股份（002256）在互动平台回答投资者提问时表示，最新截至2026年1月20 日，公司总户数为111025户。 ...

Core Viewpoint - The renewable energy industry is transitioning from a phase of rapid expansion to one focused on lean operations and value creation, driven by a fundamental shift in underlying logic from policy dependence to market competition [1][2]. Group 1: Industry Transformation - The era of merely pursuing the number of power stations is over, as the industry faces challenges such as slowing installation growth and increased price volatility [2]. - The shift from a policy-dependent model to a market-driven approach is essential for survival, with operational excellence becoming the core competitive advantage [2][3]. Group 2: Strategic Acquisitions - The company plans to acquire a 70% stake in Youde New Energy, which will become a subsidiary, enhancing its operational capabilities in the renewable energy sector [3]. - This acquisition aligns with the company's strategic upgrade, providing access to valuable operational experience and expanding its development space in the renewable sector [3]. Group 3: AI and Smart Operations - The integration of AI and robotics is seen as crucial for addressing the complexities of renewable energy operations, with a focus on building a sustainable smart operation platform [4][5]. - The company aims to create a comprehensive operational framework that combines human expertise, AI capabilities, and robotic execution to enhance efficiency [4][5]. Group 4: Performance Improvement - AI-driven predictive maintenance models can enhance operational efficiency by 3% to 5%, demonstrating the tangible benefits of technology integration [6]. - The company is developing a closed-loop system for resource utilization, linking predictive maintenance with supply chain management to optimize operations [5]. Group 5: Ecosystem Development - The company is transitioning from an asset-based model to a capability-driven model, focusing on smart operations and value extraction as key growth areas [7]. - Plans include productizing and platformizing smart operation capabilities, exploring a "robot-as-a-service" model to lower industry entry barriers [7][8]. Group 6: Long-term Vision - The company aims to be a market integrator and standard setter in the distributed photovoltaic operation sector, emphasizing the importance of standardized and intelligent operations [8]. - The long-term goal is to foster a collaborative ecosystem that supports sustainable growth in the renewable energy industry [8].

精细化运营是核心竞争力 "行业发展的底层逻辑已发生根本性转变，单纯追求电站数量的时代早已过去。"刘公直开门见山，点出 新能源行业的变革本质。在他看来，随着装机增速放缓、电价波动加剧，政策依赖型的传统发展模式难 以为继，电站运维已从简单的"保障运行"迈入"精益化管理"的深水区，思维转变成为企业生存发展的核 心命题。 在刘公直看来，新能源领域正经历一场从"被动收益"到"主动管理"的思维革命，这一转变的本质，是行 业投资与运营逻辑从政策依赖型向市场博弈型的系统性跃迁。"装机增速放缓、电价波动等行业挑战， 让单一的电站资产持有模式难以为继。"他判断，新能源产业的未来，不属于单纯追求电站数量的持有 者，而将被那些深谙运营精髓，能让电力在正确时点、以合理价格、实现高效利用的运营者所主导，精 细化运营能力将成为企业核心竞争力。 正是基于这一判断，兆新股份近日抛出收购优得新能源70%股权的计划，交易完成后优得新能源将成为 公司控股子公司，纳入合并财务报表范围。在刘公直眼中，此次收购绝非简单的业务拓展，而是契合公 司新能源战略升级的关键落子。"优得新能源深耕新能源运维领域逾8年，作为细分赛道的龙头企业，其 积累的服务经验与网络 ...

Core Insights - The renewable energy industry is transitioning from a phase of rapid expansion to one focused on lean operations and value creation, driven by a fundamental shift in underlying logic from policy dependence to market competition [1][2] - The company aims to transform from a single asset operator to a comprehensive smart energy service provider, integrating assets, data, and services, with a focus on becoming a leader in photovoltaic smart operations [1][3] Industry Transformation - The traditional model of merely increasing the number of power stations is no longer viable due to slowing installation growth and increasing price volatility, necessitating a shift to refined management practices [2] - The future of the renewable energy sector will be dominated by operators who excel in efficient management, ensuring optimal electricity utilization at the right time and price [2] Strategic Acquisitions - The company plans to acquire a 70% stake in Youde New Energy, which will become a subsidiary, enhancing its operational capabilities and aligning with its strategic upgrade in the renewable energy sector [3] - This acquisition will provide the company with approximately 5 GW of operational power station management scale and valuable hands-on experience, supporting its goal of reaching a 10 GW operational scale [3] AI and Technology Integration - The company is focusing on integrating AI and robotics into its operations to address the challenges posed by the increasing scale of installations and the complexity of maintenance [4] - A strategy has been established that combines human expertise with AI and robotic execution to create a comprehensive operational framework [4][5] Operational Efficiency - AI-driven predictive maintenance models will enhance operational efficiency by preemptively identifying issues and minimizing unplanned downtime, while automated systems will reduce the need for manual intervention [5][6] - In a pilot project, AI optimization strategies have led to a 3% to 5% increase in power generation, demonstrating the tangible benefits of technology integration [6] Ecosystem Development - The company is transitioning from an asset-based model to a capability-based model, focusing on smart operations and value extraction as core growth drivers [7] - Short-term goals include achieving a 30% increase in asset operational efficiency and a 3% to 5% enhancement in revenue by the end of 2026, with a long-term vision of productizing and platforming smart operational capabilities [7] Industry Standards and Collaboration - The company aims to be a market integrator and standard setter in the field of distributed photovoltaic operations, emphasizing the importance of standardized and intelligent practices [8] - By collaborating with partners across the supply chain, the company seeks to define new standards for the entire operational process of power stations, fostering a sustainable ecosystem [8]

Core Viewpoint - The renewable energy industry is transitioning from a phase of rapid expansion to one focused on lean operations and value creation, driven by a fundamental shift in underlying logic from policy dependence to market competition [1][2]. Industry Transformation - The industry is experiencing a shift from "passive income" to "active management," with operational logic evolving from policy reliance to market competition [2]. - The traditional model of merely holding assets is becoming unsustainable due to slowing installation growth and increasing price volatility [2]. - Companies that excel in operational efficiency and can optimize electricity usage will dominate the future of the renewable energy sector [2]. Company Strategy - The company plans to acquire a 70% stake in Youde New Energy, which will become a subsidiary, enhancing its operational capabilities and aligning with its strategic upgrade in the renewable energy sector [2]. - This acquisition is seen as a critical move to inject strong operational capabilities and expand the company's development space in the renewable energy sector [2]. - The company aims to transition from a single "asset holder" to a comprehensive smart energy service provider, integrating "assets + data + services" [2]. AI and Smart Operations - The company is focusing on integrating AI and robotics to enhance its operational efficiency in response to the increasing complexity of renewable energy projects [3][4]. - A strategy has been established to build a smart operation system that combines human expertise, AI, and robotics to optimize data utilization and operational execution [3]. - The company has initiated a Real World Data Collection (RWDC) plan to gather comprehensive data for developing core models in efficiency, fault prediction, and operational decision-making [3]. Efficiency and Performance Goals - AI-driven predictive models are expected to enhance operational efficiency by preventing unplanned downtimes and enabling automated operations [4]. - The company aims to improve asset operation efficiency by over 30% and increase revenue by 3% to 5% by the end of 2026 [5][6]. - The long-term vision includes productizing and platforming smart operational capabilities, exploring a "robot as a service" model to lower industry application barriers [6]. Ecosystem Development - The company emphasizes the importance of creating a collaborative ecosystem rather than merely replacing human labor with AI [6]. - The focus is on establishing a competitive edge through a closed-loop capability of "data—algorithm—execution" and fostering an open ecosystem [6]. - The company plans to collaborate with partners across the supply chain to define new standards for the entire operational process in renewable energy [6].

证券日报网讯1月19日，兆新股份（002256）在互动平台回答投资者提问时表示，截至2026年1月9日， 公司股东总户数为109316户。 ...