Core Viewpoint - Zhaoxin Co., Ltd. aims to enhance the operational efficiency of renewable energy power plants through a smart operation system that integrates human expertise, AI, and robotic execution, thereby transforming operational capabilities into a productized and platform-based model [1][4] Group 1: Smart Operation System - The company plans to build a smart operation system that connects data, algorithms, smart operation devices, and on-site execution to improve the lifecycle operational efficiency of renewable energy power plants [1] - The smart operation system will utilize an "AI brain" for perception and decision-making, while robots will execute on-site actions, creating a closed-loop of "data accumulation—model iteration—strategy output—execution feedback" [1][2] Group 2: Real-World Data Capture Program - Zhaoxin has initiated the Real-World Data Capture Program (RWDC) to collect real-time operational data from its power plants, including health monitoring at the component and inverter levels, weather data modeling, and drone inspection imagery [2] - The program aims to establish a unified data lake and AI model training system, leading to the development of industry-leading models for power generation efficiency, fault prediction, and operational decision-making [2] Group 3: Robotic Applications in Operations - In practical operations, Zhaoxin employs wheeled and quadruped inspection robots for continuous monitoring and anomaly verification, ensuring stable and safe operation of power plants [3] - The company has introduced robots capable of performing standardized tasks such as replacing fuses and conducting basic repairs, while cleaning robots optimize cleaning schedules to minimize impact on power generation [3] Group 4: Future Outlook and Strategic Goals - Zhaoxin aims to transition from passive management to proactive revenue generation, evolving from an asset-based company to a capability-based company [4] - The company plans to enhance operational efficiency by over 30% and increase revenue by 3% to 5% by 2026, positioning itself as a leading service provider in photovoltaic smart operations within the A-share market [3][4]

Core Viewpoint - The company has launched the Z.O.O smart operation and maintenance solution, integrating human engineering wisdom, AI operation brain, and robotic execution to enhance operational capabilities and promote productization and platformization of maintenance services [2][3]. Group 1: Smart Operation and Maintenance System - The Z.O.O system emphasizes three key advantages: "Zero-distance" for real-time equipment-level perception and diagnosis, "Omni-connected" for comprehensive digital interconnection of stations, equipment, and personnel, and "Orchestrated" for optimal revenue strategy output through AI algorithms [2]. - The current expansion of renewable energy plants and increasing operational complexity have heightened maintenance challenges, with human labor costs exceeding 50% of total maintenance costs [2][3]. - The company aims to transition the industry from a labor-intensive model to an AI-driven paradigm, addressing the limitations of human resource dependency in scaling operations [2]. Group 2: Implementation and Future Outlook - The smart operation system utilizes an "AI brain" for decision-making and robotic execution, creating a closed loop of data accumulation, model iteration, strategy output, and execution feedback [2]. - The company has initiated the RWDC real-world data collection plan to integrate multidimensional data from plant operations and equipment monitoring, developing three core models [2]. - The operational model aims to transform maintenance from a "cost center" to a "value engine," freeing costs from human constraints and achieving revenue sharing through optimized strategies [3]. - By the end of 2026, the company targets to be among the top players in A-share photovoltaic smart operations, aiming for over 30% improvement in asset operational efficiency [3].

Core Insights - The renewable energy industry is transitioning from "scale expansion" to "quality improvement" in response to carbon neutrality goals and the construction of new power systems [1] - The competition logic in the industry has shifted from installed capacity to operational efficiency, focusing on existing assets [1][3] - The Z.O.O smart operation and maintenance solution by Zhaoxin Co., Ltd. aims to enhance operational efficiency through AI and robotics [1][2] Industry Transformation - The total installed capacity of renewable energy has reached tens of billions of kilowatts, with existing plants entering a peak period of centralized operation and quality improvement [1] - The traditional "man-on-site" operation model is becoming increasingly difficult to sustain as the scale and complexity of renewable energy plants grow [3][4] - The industry requires a paradigm shift from human-centric operations to AI-driven management to support high-quality operations of large-scale assets [4] Technological Advancements - The Z.O.O system emphasizes three key concepts: "Zero-distance" for real-time monitoring, "Omni-connected" for comprehensive digital interconnectivity, and "Orchestrated" for AI-driven global scheduling [2] - Zhaoxin is initiating a Real-World Data Capture Program to collect real-time operational data, health monitoring, and inspection data to build advanced predictive models [5] Operational Efficiency - The traditional maintenance approach is reactive, focusing on responding to alerts, while the new strategy aims for proactive optimization to enhance operational outcomes [6][7] - AI-driven decision-making can lead to a 3%-5% increase in power generation by optimizing maintenance strategies and scheduling [7] Knowledge and Training - The company is developing a training program for maintenance robots by standardizing and digitizing frontline operational processes [8][9] - The use of advanced technologies for robot training will enable the automation of standardized tasks, enhancing operational efficiency [9] Execution and Implementation - The integration of AI and robotics will create a 24/7 operational framework, allowing for continuous monitoring and maintenance of renewable energy plants [10] - Mobile units will facilitate the coverage of remote and dispersed sites, ensuring efficient operation and maintenance [10] Business Model Evolution - The shift towards AI and robotics in maintenance will transform the relationship between service providers and asset owners, moving from a cost center to a value-creating engine [11][12] - The company aims to improve operational efficiency by reducing reliance on human labor and enhancing decision-making through data and algorithms [12] Future Outlook - Zhaoxin aims to become a leading service provider in smart renewable energy operations by 2026, targeting a 30% increase in operational efficiency and a 3%-5% enhancement in revenue [13] - The company plans to redefine its role from a service provider to an ecosystem standard setter, leveraging data and partnerships to enhance its competitive position in the renewable energy asset management market [14]

当前，新能源产业正步入规模化存量运营的关键阶段，电站设备复杂度攀升，传统"人盯场"模式已难以 为继。在此背景下，兆新股份推出的Z.O.O体系，以"实时感知、全域互联、智能调度"为核心，打通数 据、算法与现场执行链路，推动运维模式向数字化、自动化转型。 经济观察网兆新股份（002256）12月19日发布新能源智慧运维解决方案"Z.O.O"，宣告以"AI+机器人"技 术矩阵强势切入电站运营服务市场，直指行业长期存在的运维高成本与低效率顽疾。 值得注意的是，公司明确将探索"机器人即服务"模式，并联合产业链构建开放生态。分析指出，此举不 仅有望重塑电站运维行业格局，亦可能为全球新能源资产管理输出重要的"中国方案"。 ...

Core Insights - The company launched the Z.O.O New Energy Intelligent Operation and Maintenance Solution, focusing on "AI + Robotics" to reshape the operation and maintenance landscape in the renewable energy sector [1] - The integration of AI and robotics is seen as a key to transforming the operation and maintenance paradigm from a human-centric model to an AI-driven approach, addressing the increasing complexity and operational challenges of existing renewable energy plants [2] Group 1: Technological Innovation - The current operation and maintenance (O&M) model is heavily reliant on human labor, with labor costs accounting for over 50% of the total O&M costs, necessitating a shift towards an AI-led paradigm [2] - A sustainable iterative intelligent O&M system is proposed, utilizing an "intelligent O&M AI brain" for perception and decision-making, and "robotic execution" for on-site actions, creating a closed loop of data accumulation, model iteration, strategy output, and execution feedback [2] - Initial trials in a distributed photovoltaic cluster demonstrated that optimized O&M strategies could enhance electricity generation by 3% to 5% without hardware modifications, highlighting the "soft value" created through data and algorithms [2] Group 2: Data Collection and Implementation - The company has initiated a frontline data collection plan, equipping engineers with AR glasses and head-mounted cameras to gather first-person perspective data without altering safety and operational processes [3] - Advanced robotic operation learning technologies are being employed, utilizing visual-language models for perception and instruction understanding, combined with visual-language-action strategy learning and supervised imitation learning to standardize action sequences [3] Group 3: Business Model Transformation - The value of AI and robotics in intelligent O&M lies not only in technological advancements but also in redefining the value relationship between O&M providers and asset owners, transitioning from a "service guarantee" model to a "value creation" model [4] - The company aims to become a leading service provider in intelligent operation and maintenance for photovoltaic energy by the end of 2026, targeting a 30% increase in asset operation efficiency and a 3% to 5% enhancement in revenue [4] - The strategy includes transitioning from passive management to proactive revenue generation and evolving from an asset-based company to a capability-based company, while fostering collaborative development across the industry chain [4]

证券日报网讯 12月17日晚间，兆新股份发布公告称，公司于2025年11月26日召开第七届董事会第十一 次会议、于2025年12月12日召开2025年第五次临时股东大会审议通过《关于修订并办理工商变更登记的 议案》，同意公司不再设置监事会与监事，由董事会审计委员会行使监事会职权，原《监事会议事规 则》同步废止；同时，公司根据相关法律法规、规范性文件的规定及要求对《公司章程》相关条款进行 修订。公司已于2025年12月16日完成上述事项的工商变更登记及《公司章程》备案手续。本次变更备案 不涉及换发营业执照。 （编辑 任世碧） ...

证券代码：002256 证券简称：兆新股份 公告编号：2025-077 公司已于 2025 年 12 月 16 日完成上述事项的工商变更登记及《公司章程》 备案手续。本次变更备案不涉及换发营业执照，修订后的《公司章程》全文已于 2025 年 11 月 27 日在巨潮资讯网（http://www.cninfo.com.cn）上披露，供投 资者查阅。具体变更登记事项如下： | 登记事项 | | | 变更前 | | | | | | 变更后 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 注册资本 | | | | | | | | | | 万元人民币 | | | 195,484.7822 | | | | 万元人民币 | | 199,394.4778 | | | 条 | 件 | 流 通 | | 出 | 资 | 额 | 无限售条件流通股：出资额 | | | | 无 限 售 | | | ...

Group 1 - Company signed a loan and pledge contract with Shenzhen High-tech Investment Microfinance Co., Ltd. to deepen cooperation, securing a financing amount of 30 million RMB with a one-year term [1] - The financing is backed by a patent application as collateral and benefits from low-interest subsidy policies [1] - Shenzhen Yongsheng New Energy Co., Ltd., a subsidiary of the company, acts as a guarantor for the loan, providing joint liability guarantee [1] Group 2 - After the new guarantees, the total guarantee balance provided by the company within the consolidated financial statements is approximately 255 million RMB, accounting for 23.05% of the audited net assets attributable to the parent company for 2024 [2] - The guarantee balance provided by the subsidiaries to the company is 87.22 million RMB, representing 7.89% of the audited net assets attributable to the parent company for 2024 [2] Group 3 - For the first half of 2025, the company's revenue composition is 50.13% from the chemical industry and 49.87% from the photovoltaic industry [3] Group 4 - The company's market capitalization is 7.5 billion RMB [4]

证券代码：002256 证券简称：兆新股份 公告编号：2025-076 二、融资合作情况 为进一步深化与深圳市高新投体系的合作，充分依托深圳市南山区"知识产 权证券化"融资产品及贴息支持政策红利，公司于 2025 年 12 月 16 日与深圳市 高新投小额贷款有限公司（以下简称"高新投小额贷"）签署《借款合同》及《质 押合同》。本次融资以公司持有的一项发明专利申请为质押标的，成功获得人民 币 3,000 万元额度，期限为 1 年，并可享受低息补贴政策。 本次融资合作中，在高新投体系的协同赋能下，公司与深圳市高新投融资担 保有限公司（以下简称"高新投融资担保"）签署《担保协议书》，由其为上述 1 融资提供保证担保；公司子公司深圳市永晟新能源有限公司（以下简称"深圳永 晟"）作为协同合作主体，分别与高新投小额贷签署《保证合同》、与高新投融 资担保签署《反担保保证合同》，深圳永晟以保证人的身份为公司上述借款向高 新投小额贷提供连带责任保证担保，并以反担保保证人身份因公司上述借款为高 新投融资担保公司提供相应的连带责任反担保。 根据《深圳证券交易所股票上市规则》、《深圳证券交易所上市公司自律监 管指引第 1 号-主板 ...

证券日报网讯12月15日，兆新股份（002256）在互动平台回答投资者提问时表示，公司目前暂无机器人 及芯片清洁剂产品。后续，公司将紧扣市场需求，拟计划将精细化工产品布局向新消费、机器人及智能 硬件养护等新兴领域延伸。公司将结合实际发展情况，适时通过技术迭代与场景拓展，努力释放增量潜 力。 ...