SUNRISE(SZ:002256) Zhong Guo Zheng Quan Bao·2026-01-20 00:09Core Viewpoint - The renewable energy industry is transitioning from a phase of rapid expansion to one focused on lean operations and value creation, driven by a fundamental shift in underlying logic from policy dependence to market competition [1][2]. Group 1: Industry Transformation - The era of merely pursuing the number of power stations is over, as the industry faces challenges such as slowing installation growth and increased price volatility [2]. - The shift from a policy-dependent model to a market-driven approach is essential for survival, with operational excellence becoming the core competitive advantage [2][3]. Group 2: Strategic Acquisitions - The company plans to acquire a 70% stake in Youde New Energy, which will become a subsidiary, enhancing its operational capabilities in the renewable energy sector [3]. - This acquisition aligns with the company's strategic upgrade, providing access to valuable operational experience and expanding its development space in the renewable sector [3]. Group 3: AI and Smart Operations - The integration of AI and robotics is seen as crucial for addressing the complexities of renewable energy operations, with a focus on building a sustainable smart operation platform [4][5]. - The company aims to create a comprehensive operational framework that combines human expertise, AI capabilities, and robotic execution to enhance efficiency [4][5]. Group 4: Performance Improvement - AI-driven predictive maintenance models can enhance operational efficiency by 3% to 5%, demonstrating the tangible benefits of technology integration [6]. - The company is developing a closed-loop system for resource utilization, linking predictive maintenance with supply chain management to optimize operations [5]. Group 5: Ecosystem Development - The company is transitioning from an asset-based model to a capability-driven model, focusing on smart operations and value extraction as key growth areas [7]. - Plans include productizing and platformizing smart operation capabilities, exploring a "robot-as-a-service" model to lower industry entry barriers [7][8]. Group 6: Long-term Vision - The company aims to be a market integrator and standard setter in the distributed photovoltaic operation sector, emphasizing the importance of standardized and intelligent operations [8]. - The long-term goal is to foster a collaborative ecosystem that supports sustainable growth in the renewable energy industry [8].