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。 ...

格隆汇12月15日丨兆新股份(002256.SZ)在投资者互动平台表示，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。 ...

格隆汇12月15日丨兆新股份(002256.SZ)在投资者互动平台表示，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。 ...