兆新股份：“AI+机器人”重塑新能源电站运维新格局

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].