On October 10, 2026, ZHIDA TECH (02650) celebrated one year since its listing on the Hong Kong Stock Exchange.

Over the past year, this global leader in home charging piles has achieved key leaps across multiple dimensions including strategic positioning, capacity upgrades, ecosystem collaboration, and capital market recognition, completing its transformation from a charging solution provider to an "AI-driven smart energy and robotics integrated scenario solution technology enterprise," delivering an anniversary report card marked by both quality and quantity improvements.

Industry Transformation Opens New Space, "AI Energy Plus Robotics" 2.0 Strategy Takes Shape

In July this year, ZHIDA TECH officially unveiled its 2.0 strategy, upgrading its strategic positioning to "a globally leading AI-driven smart energy and robotics integrated scenario solution technology enterprise," with two core application scenarios clearly defined: home and public.

The home scenario focuses on the coordination of photovoltaics, energy storage, charging, energy management, and automatic charging; the public scenario targets Robotaxi, ride-hailing, logistics fleets, and other high-frequency operational needs, further integrating energy storage and charging equipment, automatic charging robots, and energy management platforms.

This strategic adjustment did not happen abruptly but is the inevitable result of the company's forward-looking industry insight and accumulation of its own business capabilities.

The IEA estimates that global data center electricity consumption will reach approximately 945 terawatt-hours by 2030; meanwhile, Robotaxi commercialization is accelerating, with MarketsandMarkets projecting that the global Robotaxi market will surge from $400 million in 2023 to $45.7 billion by 2030.

The intersection of these two trends creates rigid demand for smart energy management and automated refueling infrastructure.

Against this demand backdrop, ZHIDA TECH is pushing over a decade of technological accumulation toward systematic integration.

On the energy side, the company's self-developed EMS green digital energy system has integrated photovoltaics, energy storage, charging, and V2G technologies, covering the full chain of services from residential solar, energy storage, to smart charging; on the robotics side, the company has completed the layout of two major product series: "Pathfinder Robot" and "Lingxiang."

The AI platform connects energy scheduling with robotic operations, forming a systematic capability of "energy management plus automatic refueling."

Tangible progress has already been made in strategy implementation.

Domestically, ZHIDA TECH has partnered with multiple leading Robotaxi companies and new energy vehicle manufacturers, establishing automatic charging test sites in Shanghai and Nanchang respectively.

In overseas markets, the company has completed the deployment of a demonstration site in Saudi Arabia that combines integrated energy storage DC charging piles with automatic charging robots, and is collaborating with a well-known local charging operator in the UAE to provide automatic charging solutions for an upcoming Robotaxi fleet, advancing the deployment and operation of unmanned charging facilities in the Middle East market.

Ten-Thousand-Unit Capacity Base Established, Robotics Business Accelerates Industrialization

If the 2.0 strategy anchors the direction, then capacity implementation is the critical step that translates strategy into scaled delivery capability.

In July this year, the company established a joint venture with Ningbo High-Tech Zone called Ningbo Zhida Embodied Intelligence Technology Co., Ltd., with the co-built automatic charging robot engineering R&D and manufacturing base officially landing in Ningbo High-Tech Zone.

Positioned as the world's first dedicated production base for automatic charging robots with an annual capacity of ten thousand units, the base integrates an R&D application center with a manufacturing and testing facility, built with reference to automotive-grade factory audit standards, designed with an annual capacity of ten thousand units upon completion, and reserving upgrade interfaces for new technologies such as wireless charging and embodied intelligence robot assembly.

This is not a single-point layout but a coordinated push across three ends: R&D, manufacturing, and operations.

On the R&D end, Shanghai Zhida Robot Technology Co., Ltd. has settled in Shanghai Zhangjiang, leveraging the cluster advantages of Zhangjiang Robot Valley to focus on core technology breakthroughs and product iteration; on the manufacturing end, the Ningbo base undertakes the ten-thousand-unit capacity implementation; on the operations end, Liuma Zhichong, in which the company holds a stake, is responsible for scenario implementation and service operations.

From an industry perspective, the landing of the Ningbo base marks the formation of ZHIDA TECH's full industry chain layout of "R&D-manufacturing-operations" in the robotics field, making the company the world's first enterprise in the charging robot track to achieve a closed-loop industry chain with ten-thousand-unit annual capacity.

Previously, most enterprises remained at small-batch pilot stages, with insufficient scaled delivery capability constraining commercialization progress.
ZHIDA TECH is the first to fill this gap, which will effectively alleviate the industry's capacity bottleneck and provide more stable supply guarantees for downstream customers such as automakers and energy service providers.

Overseas Business Grows into Primary Growth Engine, Globalization Advances in Depth

Overseas business is one of the most visible structural changes for ZHIDA TECH since its listing.

According to the 2025 annual report, ZHIDA TECH's full-year overseas business revenue proportion increased from 12.1% in 2024 to 17.1%.

Entering 2026, this trend has further accelerated.

In the first half, the company's overseas revenue reached 101 million yuan, a year-on-year increase of 73.2%, with its share of total revenue jumping to 29.7%, and overseas charging pile sales volume growing approximately 110.5% year-on-year, with business now covering 28 countries and regions globally.

From a regional perspective, Southeast Asia, the Middle East, and South America all formed rapid growth.

In the first half, the company's charging pile sales in Thailand, the UAE, and Brazil grew 304.3%, 357.2%, and 48.5% year-on-year respectively.

In Malaysia, the company renewed a three-year exclusive distribution arrangement with KINETA; in the Philippines, it established an exclusive dealership system; its Thailand subsidiary added leading large automaker and dealer customers, with localization efforts continuing to deepen.

In the European market, the company is advancing local manufacturing capability in Germany.

Its controlling subsidiary ZD ENERGY (Deutschland) GmbH has officially established a factory in Bremen, Germany, which will undertake energy storage charging system manufacturing for a well-known German automaker, supplying the German and European markets.

With capacity implementation, ZHIDA TECH will establish complete localization capabilities in Europe covering manufacturing, certification, and after-sales service, rooting its business deep into Europe's industrial heartland.

From product exports to channel building to overseas manufacturing and service capability implementation, ZHIDA TECH's globalization layout is forming a more complete business closed loop.

From Partner Collaboration to Scenario Co-Building, Industrial Ecosystem Continues to Expand

Another notable change after listing is the continuous expansion of ZHIDA TECH's ecosystem collaboration capabilities.

In January this year, the company established a joint venture with Chery Green Energy called Anhui Ruizhi, connecting Zhida's charging and automatic charging robot capabilities with Chery's global channel resources in Europe, the Middle East, Latin America, and Southeast Asia, promoting the company's upgrade from single product exports to systematic overseas expansion of capabilities and channels.

City-level scenario co-building is advancing simultaneously.

In July this year, the company established a joint venture with Tongji Technology called Tongchuang Zhiji, extending its business to urban new energy infrastructure investment, construction, and operations.

The two parties will build an integrated "source-grid-vehicle-station-cloud" smart operations system on Shanghai Fuxing Island, integrating smart charging robots with integrated solar-storage-charging equipment, exploring a replicable city-level autonomous driving refueling model.

In unmanned refueling scenarios, the company is advancing cooperation with Westwell around "intelligent connected vehicles plus smart energy plus scenario operations," enabling closed-loop applications of autonomous driving and unmanned charging in ports and other scenarios; at the digital capability level, it is focusing on the integration of AI and cloud computing underlying technologies with Tencent Cloud, jointly building a "AI plus smart charging" benchmark solution; and its cooperation with Shougang LanzaTech extends to the upstream of the green energy industry chain, jointly building a park-level green energy ecosystem.

Beyond the above collaborations, ZHIDA TECH's ecosystem coordination in related fields continues to advance.

For Zhida, the value of ecosystem cooperation is no longer just about expanding the number of partners, but about connecting energy management, robotics, AI platforms, and real application scenarios.

As more projects enter the implementation phase, the company's "AI energy plus robotics" business boundaries continue to expand.

Capital Markets Empower Industrial Layout, Listing Opens New Development Space

Beyond business changes, the capital market has also become an important force driving the company's accelerated development.

The company's IPO raised net proceeds of approximately HK$327 million, mainly directed toward overseas expansion and enhancement of product, service, and R&D capabilities; in June this year, the company completed a placement of 19,125,650 new H shares, with proceeds focused on new product R&D for solar-storage-charging systems, expansion of robot product application scenarios and engineering and production manufacturing capability building, as well as overseas market development.

Overall, the use of proceeds is highly aligned with the company's post-listing globalization, robotics, and energy business layout, forming synergy between capital allocation and strategic direction.

Meanwhile, the company's capital market influence continues to grow.

Since 2026, ZHIDA TECH has been successively included in the Hang Seng Composite Index, Stock Connect eligibility, and relevant indices under the FTSE Global Equity Index Series, further broadening its access to domestic and international capital markets and enhancing its brand recognition among global customers, partners, and industrial resource holders.

In the year since listing, ZHIDA TECH has formed a positive cycle between business upgrading and capital empowerment.

As the "AI energy plus robotics" 2.0 strategy enters its implementation phase, overseas manufacturing capability gradually unlocks, and the robotics business moves toward scaled mass production, the company is expected to open greater growth space in the smart energy and automatic refueling tracks.

Continued support from the capital platform will also provide ample backing for the next phase of global expansion and technology investment, making the company's long-term development path increasingly clear.