SUNRISE(SZ:002256) Zhong Zheng Wang·2025-12-19 11:09Core 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]