在"双碳"目标与新型电力系统建设的浪潮下，新能源产业正经历从"规模扩张"向"质量提升"的关键转 型。当前新能源总装机量迈入数十亿千瓦级，存量电站进入集中运维与提质改造的高峰期，然而行业竞 争逻辑已悄然生变——装机规模竞争的红利期已经过去，新能源电站已从原来的装机规模竞争转变为存 量运营。 12月19日，在兆新股份（002256）Z.O.O新能源智慧运维解决方案发布会上，董事长兼总经理刘公直 以"AI+机器人重塑运维新格局"为核心主题，表示：面向新能源存量运营时代，兆新将以"人类工程师智 慧+AI运维大脑+机器人执行"为实现路径，构建智慧运维体系，贯通数据、算法、智慧运维设备与现场 执行，全面提升新能源电站全生命周期运营效率，并将运维能力产品化、平台化，对外输出。 作为面向新能源电站的智能运维解决方案，"Z.O.O"体系的三大关键词彰显其技术内核与价值优 势："Zero-distance"赋能设备级实时感知与诊断，让每一块组件、每一台逆变器的运行状态尽在掌 握；"Omni-connected"实现场站、设备、人员、交易系统、政府平台的全域数字化互联，构建一体化管 理网络；"Orchestrated"借助AI算法 ...

Core Insights - The traditional methods for assessing the profitability of renewable energy projects have become obsolete due to the comprehensive market entry of renewable energy, necessitating a shift in investment strategies towards outperforming peers [1][2] - The implementation of the "Mechanism Price" system under the "136 Document" allows renewable energy plants to participate in market pricing, which introduces new revenue structures and associated risks [1][2] Group 1: Market Changes - The "136 Document" mandates that renewable energy generation will fully enter the market, with prices determined by market forces, marking a significant shift in the industry [1] - The "new and old separation" and "mechanism price" systems are key components of the transition, with existing plants enjoying guaranteed purchase policies until May 31, 2025, while new plants will operate under a competitive pricing model [1] Group 2: Investment Strategies - Current revenue for renewable energy plants consists of market-based electricity sales and mechanism price revenues, both of which are subject to volatility, increasing investment risks [2] - To mitigate risks, renewable energy plants should aim to keep their generation costs at competitive levels, enabling them to adapt to market fluctuations [2] Group 3: Technological Integration - The integration of AI in the energy sector is seen as crucial for optimizing trading and operational efficiencies, with a growing demand for AI as markets transition to real-time trading [3] - AI's ability to combine market transaction data with weather forecasts is viewed as a competitive advantage for renewable energy plants [2][3] Group 4: Market Dynamics - The rapid growth of renewable energy installations has created challenges for grid capacity, leading to operational pressures on the grid [3] - The market-driven pricing mechanism is expected to better reflect the value of renewable energy generation, although concerns about potential oversupply in certain regions and types of renewable energy have been raised [3]