ZEHO ECO(SH:605069) Zheng Quan Shi Bao Wang·2025-09-10 10:18Core Insights - Zhenghe Ecology showcased its recent advancements in AI at the 2025 China International Service Trade Fair, emphasizing its strategic focus on integrating AI technology into its core business areas of water management and environmental governance [1][2] - The company is undergoing a business transformation, aiming to solidify its main operations while cultivating new growth drivers through AI [1][3] Group 1: AI and Technology Integration - Zhenghe Ecology has partnered with Zhizhu AI and the Third Institute of Oceanography to launch the "AI Knowledge Base" and the first domestic vertical model for marine ecological restoration [1] - The company is exploring innovative applications of intelligent robots in water management and cultural tourism, collaborating with Zhiyuan Robotics to transition technology from research to practical implementation [2] Group 2: Focus Areas in Water Management - The collaboration targets four key areas: water safety, water environment, water ecology, and water landscape, aiming to enhance automation in water facility inspections, pollution monitoring, and ecological restoration [2] - The integration of large models and robotics is expected to improve data collection, monitoring, and disaster prevention in river, lake, and ocean management, reducing labor costs and increasing risk prediction accuracy [2] Group 3: Cultural Tourism Applications - In the cultural tourism sector, the partnership aims to create a new experience by combining culture with embodied intelligence, offering personalized tour guide services and enhancing immersive content creation [3] - The development of customized robotic products tailored to specific application needs is anticipated to optimize Zhenghe Ecology's revenue structure and contribute to future growth [3] Group 4: Business Model Evolution - The AI initiatives are set to strengthen the company's integrated core competitiveness, transitioning its business model from EPC (Engineering, Procurement, and Construction) to EPCO (Engineering, Procurement, Construction, and Operation) [3] - This transformation aims to position Zhenghe Ecology as a technology-driven product company, moving beyond its traditional role as an ecological environment technology operator [3]