兆新股份董事长刘公直：借力AI+机器人重塑新能源电站运维新格局

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]