On July 16, ZHIDA TECH (02650) unveiled its 2.0 strategy centered on "Global Market + Smart Energy + Energy Service Robots" in the Greater Bay Area, concurrently marking the inauguration of its Shenzhen subsidiary, the launch of full-scenario solutions, and the signing of ecosystem partners. This strategic rollout signifies the company's transition from a single hardware supplier to a platform-based, ecosystem-oriented solution provider, reshaping the growth narrative for the new energy charging sector.
In the early stages of new energy vehicle adoption, industry growth was primarily fueled by increasing charging pile penetration, with companies competing through product iteration, cost control, and channel expansion. As the market matures, the limitations of a pure hardware model are becoming apparent. Intense product commoditization and price competition are squeezing profit margins, while end-user demands have evolved beyond basic charging to encompass low-cost, high-efficiency, and intelligently managed holistic energy solutions. Household users seek integrated solar-storage-charging systems, while commercial operators like ride-hailing services, Robotaxi fleets, and logistics companies urgently require unmanned, high-turnover, and smart-scheduling charging stations. The fragmented hardware market forces users to handle complex system integration and debugging, leading to high costs and operational inefficiencies that hinder intelligent, global energy dispatch.
For a hardware-focused manufacturer like ZHIDA TECH, proactively shifting towards a platform and ecosystem service model—extending beyond one-time hardware sales to long-term operational services—represents a strategic move to break through growth ceilings. To facilitate this business model leap, the company is leveraging an AI digital platform as its core, integrating its smart energy and charging robot business units to build a closed-loop "Product + Platform + Service" industrial chain system.
On the energy side, the company has developed its own EMS energy management system, adaptable to diverse applications like residential photovoltaics, V2G (vehicle-to-grid), and commercial & industrial energy storage, serving as a crucial tool for dynamic energy management in homes and industrial parks. On the robotics side, it has mastered core cable-driven flexible arm technology and completed a full product matrix for household and commercial charging robots. With the successful operation of its dedicated 10,000-unit production line in Ningbo, ZHIDA TECH has become a domestic pioneer in achieving closed-loop, mass-scale production capacity for charging robots.
At the launch event, the company introduced two standardized full-scenario solutions for residential and public/commercial operations. The globally debuted "AI Energy + Robot" home solution integrates a 12kW solar-storage-charger unit, a home charging robot, PV modules, and an AI scheduling platform for plug-and-play deployment. The system dynamically manages energy storage and charging based on solar generation and time-of-use electricity pricing, enabling self-consumption and surplus storage for a closed-loop home energy system. This integrated approach avoids device compatibility issues, reduces adaptation costs, and improves energy efficiency.
The globally debuted "AI Energy + Robot" public solution targets operational scenarios for Robotaxi, ride-hailing, and logistics fleets, focusing on reducing station costs and improving efficiency. Centered on storage-integrated charging piles, the Lingxiang charging robot, and the EMS platform—and complemented by PV equipment—the solution uses energy storage for peak shaving to cut electricity costs and AI scheduling for fully automated, unmanned charging to reduce labor expenses. This model expands the company's revenue streams from hardware sales to a diversified mix of hardware, systems, and operational services.
To support the large-scale deployment of these standardized solutions, the newly inaugurated Shenzhen subsidiary will serve three core functions: as a product and solution center, a smart hardware R&D and integration hub, and an overseas business center. It will act as a key node for ZHIDA TECH to access premium industrial resources in the Greater Bay Area, accelerate product iteration, coordinate global operations, and execute overseas expansion.
Furthermore, ZHIDA TECH signed partnership agreements with five ecosystem collaborators at the event. Domestic partners Tencent Cloud, Shougang Langze, EVI, and Zhangjiang Leasing will provide support in AI computing infrastructure, zero-carbon park implementation, hardware supply chain security, and tech-finance services, respectively. The Malaysian distributor KINETA will deepen market penetration in Southeast Asia, establishing stable sales channels for overseas business.
Leveraging industrial and ecosystem synergies, ZHIDA TECH's overseas operations are growing rapidly, with products and services now covering 28 countries. Among its five overseas bases, the Thailand facility is already operational. Overseas sales reached 100,000 units in 2025, a year-on-year increase of 79.6%. From January to April 2026, the company's charging pile sales in the Thai market grew 71.3% year-on-year. A single batch delivery of 9,400 units to Brazil was completed in March 2026, with order backlog for the full year already covering through the fourth quarter. The company is also collaborating with Chery Green Energy and SPIC Qiyuan Power to expand overseas new energy infrastructure projects.
For ZHIDA TECH, global expansion is not just about revenue growth but also an upgrade in its fundamental growth logic. Its mature, integrated scenario solutions, combined with self-controlled production capacity, create a differentiated competitive edge, facilitating a transition from hardware exports to energy solution exports. Simultaneously, diverse market demands across different global regions drive technological iteration in reverse, effectively mitigating risks associated with volatility in any single market and fostering a virtuous cycle where R&D and overseas operations mutually reinforce each other.
From a leading player in the niche home charging segment to an AI-driven, full-scenario smart energy service provider, ZHIDA TECH's 2.0 strategic upgrade charts a clear path of differentiated transformation. As the charging industry shifts from competing on hardware specs to competing on systemic capabilities, the company has established a global development framework integrating AI energy and smart robotics, reshaping its medium-to-long-term growth logic and completing a value transition from being product-driven to being solution-driven.
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