证券日报网12月16日讯冰轮环境（000811）在12月16日回答调研者提问时表示，公司旗下顿汉布什公司 和冰轮换热技术公司为数据中心乃至液冷系统提供一次侧冷源装备和热交换装置等冷却装备。顿汉布什 公司(DUNHAM-BUSH)跻身欧美系暖通空调一线梯队，已有131年历史。"变频离心式冷水机组""集成自 然冷却功能的风冷螺杆冷水机组"两项产品入选工信部《国家绿色数据中心先进适用技术产品目录》， 其中，"变频离心式冷水机组"包含"高压变频离心式冷水机组"和"磁悬浮变频离心式冷水机组"。国内已 成功服务了国家超级计算广州中心(天河二号)、中国移动（600941）(贵州)大数据中心、中国联通西安 数据中心、北京四季青数据中心、上海交通银行数据处理中心、恒丰银行总部数据中心、北京中信银行 数据中心、杭钢集团云计算数据中心、淮海大数据产业园、深圳梅林数据中心、数字福州云计算中心、 武汉大数据产业中心、浙江之江国家实验室等诸多项目。在海外，与多家本土专业集成商合作，服务了 北美、澳洲、东南亚、中东众多项目，市场景气度持续高企。冰轮换热技术公司提供蒸发式冷凝器、闭 式冷却塔、干冷器、等焓加湿空冷器、干湿联合式冷却器、板翅式 ...

证券日报网12月16日讯冰轮环境（000811）在12月16日回答调研者提问时表示，公司联营公司烟台现代 冰轮重工有限公司成立于2004年，承接韩国现代重工的技术，主导产品是联合循环燃气电厂余热锅炉， 与GE、西门子、三菱等合作，在全球拥有相当竞争力和丰富的案例。2024年营收逾7亿元。今年以来市 场需求旺盛。 ...

证券代码：000811 证券简称：冰轮环境 冰轮环境技术股份有限公司投资者关系活动记录表 编号：【2025】第 089 号 | 投资者关 | □特定对象调研 | □分析师会议 | | --- | --- | --- | | | □媒体采访 | □业绩说明会 | | 系 | □新闻发布会 | √路演活动 | | 活动类别 | □现场参观 | □其他 | | 参与单位 | | | | 名称 | 汇添富基金江健、袁峰、谢杰、李超、马磊、陈潇扬、卞正、李云鑫、 | | | 及人员姓 | 韩超、郑乐凯、黄耀锋、花秀宁、广发证券黄晓萍 | | | 名 | | | | 时间 | 2025 年 12 月 16 日 | | | 地点 | 公司会议室 | | | 上市公司 | | | | 接 | 董事会秘书孙秀欣 | | | 待人员姓 | | | | 名 | | | 活动期间谈论的主要内容如下： 一、讨论了业务情况和产业板块 公司致力于在能源和动力领域提供先进的系统解决方案和全生 命周期服务，主要产品形式为压缩机和换热装置，实施温控、增压等 冷热能管理功能，覆盖-271℃-200℃温度区间。具体有螺杆式压缩机、 离心式压缩机、吸 ...

证券代码：000811 证券简称：冰轮环境 冰轮环境技术股份有限公司投资者关系活动记录表 编号：【2025】第 088 号 | 投资者关 | √特定对象调研 | □分析师会议 | | --- | --- | --- | | | □媒体采访 | □业绩说明会 | | 系 | □新闻发布会 | □路演活动 | | 活动类别 | □现场参观 | □其他 | | 参与单位 | | | | 名称 及人员姓 | 高毅资产邢天成、HK Point72 | 封启云、贺美琪 | | 名 | | | | 时间 | 2025 年 12 月 16 日 | | | 地点 | 公司会议室 | | | 上市公司 | | | | 接 | 董事会秘书孙秀欣 | | | 待人员姓 | | | | 名 | | | 活动期间谈论的主要内容如下： 投资者关 系活动主 从客户行业维度看公司产品广泛应用于食品/农副产品冷冻冷藏 及深加工、冷链物流基地建设、食品/药品真空冻干、冰雪运动场馆、 加工预处理产线等商业制冷系统；能源/化工生产工艺冷却、航天风 洞/超导科研等人工特殊环境、建筑骨料冷却、隧道矿井探凿冻结等 工业冷冻系统；轨道交通、商业地产、公共场馆 ...

Group 1 - The mechanical sector has shown strong performance in 2025, with the Shenwan Mechanical Equipment Index rising by 36.11%, outperforming the Shanghai Composite Index by 19.74 percentage points and the Shenzhen Component Index by 8.78 percentage points [4][16][19] - In the first three quarters of 2025, the mechanical industry reported revenues of 15,135.34 billion yuan, a year-on-year increase of 7.35%, and a net profit attributable to shareholders of 1,080.76 billion yuan, up 16.80% year-on-year [4][22][27] - The public fund allocation ratio for the mechanical equipment sector increased by 0.25 percentage points in Q3 2025 compared to Q3 2024, indicating improved fundamentals and positive policy impacts [29] Group 2 - The equipment manufacturing industry has maintained export resilience, with significant growth in new overseas markets. From January to October 2025, the export delivery value of general equipment, specialized equipment, and transportation equipment reached 6,173.20 billion yuan, 5,319.30 billion yuan, and 4,124 billion yuan respectively, with year-on-year growth rates of 5.5%, 9.3%, and 24.20% [5][33][36] - The overseas sales of engineering machinery continued to grow, with a year-on-year increase of 11.84% in export value from January to October 2025, driven by technological innovation and diversified market strategies [37][41] - The motorcycle industry has established a strong competitive advantage in overseas markets, with exports reaching 1,101.85 million units and 7.278 billion USD in value from January to October 2025, reflecting a year-on-year increase of 22.28% and 28.2% respectively [42][43] Group 3 - The emergence of new manufacturing scenarios signifies a profound transformation from "single technology upgrades" to "systematic ecological restructuring," enhancing production efficiency, product quality, and innovation capabilities [5][46] - Human-shaped robots are expected to address customization challenges in traditional manufacturing, with a market space projected to expand significantly as they transition from industrial applications to household use [47][54] - The intelligent logistics equipment market in China is expected to grow rapidly, with a projected market size of 1,261 billion yuan in 2025, driven by advancements in IoT and AI technologies [64][72]

截至12月15日收盘，冷链物流概念上涨1.32%，位居概念板块涨幅第5，板块内，99股上涨，昇辉科技 20%涨停，皇氏集团、重药控股、嘉友国际等涨停，祥明智能、龙洲股份、罗牛山等涨幅居前，分别上 涨10.91%、9.95%、6.99%。跌幅居前的有冰轮环境、中威电子、巨轮智能等，分别下跌6.98%、 6.20%、4.04%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 乳业 | 4.00 | AI手机 | -2.55 | | 啤酒概念 | 1.70 | 光纤概念 | -2.22 | | 特钢概念 | 1.51 | 共封装光学(CPO) | -2.21 | | 广东自贸区 | 1.41 | 同花顺果指数 | -2.08 | | 冷链物流 | 1.32 | 汽车芯片 | -2.04 | | 白酒概念 | 1.26 | 重组蛋白 | -2.03 | | 预制菜 | 1.22 | F5G概念 | -1.98 | | 光刻胶 | 1.21 | AI眼镜 | -1.85 | | 猪肉 | 1.14 | AI PC | ...

消息面上，马斯克在社交平台X上公开唱衰核聚变发电。其直言不讳道："在地球上建造小型核聚变反应堆 简直愚蠢至极。"马斯克指出，太阳本身已是天空中一个巨大的、免费的核聚变反应堆。太阳产生的能量 能够满足全太阳系所有的能源需求，而建造小型核聚变反应堆则是一种经济上的浪费。 | | | | | 可控核聚变板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | . | 涨幅%↑ | 总市值 | 年初至今涨幅% | | 1 | 301137 | 哈精神漫 | - | -8.72 | 89.62 Z | 182.86 | | 2 | 600105 | 永鼎股份 | 1 - | -8.04 | 294亿 | 308.84 | | 3 | 000811 | 冰轮环境 | 1 | -6.98 | 168亿 | 83.17 | | ব | 920396 | 常辅股份 | 1 | -6.46 | 25.12亿 | 163.66 | | 5 | 688167 | 炬光科技 | 1 | -5.45 | 140亿 | 144.91 | | 6 | 68 ...

| | | | | 可控核聚变板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | . | 涨幅% ↑ | 总市值 | 年初至今涨幅%。 | | 1 | 301137 | 哈膚病漫 | - | -8.72 | 89.62亿 | 182.86 | | 2 | 600105 | 永鼎股份 | 1 - | -8.04 | 294亿 | 308.84 | | 3 | 000811 | 冰轮环境 | - | -6.98 | 168亿 | 83.17 | | 4 | 920396 | 常辅股份 | 1 | -6.46 | 25.12亿 | 163.66 | | 5 | 688167 | 炬光科技 | 1 | -5.45 | 140亿 | 144.91 | | 6 | 688719 | 爰科事博 | 1 | -4.62 | 60.81亿 | 86.94 | | 7 | 603011 | 合锻智能 | - | -4.35 | 117亿 | 246.57 | | 8 | 002255 | 海陆重工 | 1 | -3.76 | 106亿 | ...

证券代码：000811 证券简称：冰轮环境 冰轮环境技术股份有限公司投资者关系活动记录表 投资者关 系活动主 从客户行业维度看公司产品广泛应用于食品/农副产品冷冻冷藏 及深加工、冷链物流基地建设、食品/药品真空冻干、冰雪运动场馆、 加工预处理产线等商业制冷系统；能源/化工生产工艺冷却、航天风 洞/超导科研等人工特殊环境、建筑骨料冷却、隧道矿井探凿冻结等 工业冷冻系统；轨道交通、商业地产、公共场馆、科研文教等商用舒 适空调；数据中心、核电站、冶金石化、洁净空间、电子厂房、制药、 矿井热害、节能改造等工业特种空调；以及余热余能利用、气体压缩 及液化、储能系统、新能源装备、洁净排放；黑色金属铸造、有色金 属铸造、铸件精密加工、3D 智能成型；工业智控、智能产线、智慧 物流等。 要内容介 绍 从营收角度看，前三季度低温制冷板块略有下滑，降幅逐季收敛； 特种空调和热管理板块同比增长。 二、讨论了公司产品在数据中心包括液冷系统的应用及产能情 况 公司旗下顿汉布什公司和冰轮换热技术公司为数据中心乃至液 冷系统提供一次侧冷源装备和热交换装置等冷却装备。 顿汉布什公司（DUNHAM-BUSH）跻身欧美系暖通空调一线梯队， 已有 ...

Core Insights - The mechanical industry is showing signs of recovery after three years of stagnation, with nominal GDP growth beginning to rise since Q4 2024, positively impacting the mechanical sector [17] - Domestic demand is weak while external demand is strong, particularly in the engineering machinery sector, where exports are gradually increasing due to improvements in the European and American markets [17][19] - The investment landscape is shifting towards overseas expansion and new industries, with a focus on automation and sectors supported by government subsidies [17][19] Industry Overview - The mechanical industry is experiencing a dual trend of weak domestic demand and strong external demand, with engineering machinery showing signs of recovery but still facing a fragile foundation [17] - Domestic investment in real estate continues to decline, with a 14.7% year-on-year drop in real estate development investment from January to October 2025, while infrastructure investment growth has also slowed significantly [19][23] - The overall investment environment is expected to stabilize as the gap between domestic and foreign demand narrows, with structural opportunities in infrastructure projects like water conservancy and high-standard farmland construction [23] 2026 Domestic Outlook - The investment gap is expected to narrow, with infrastructure investment declining from high levels and real estate investment under pressure, leading to a focus on structural opportunities [19][23] - Manufacturing investment is crucial, with the core focus on PPI and inventory levels, as domestic manufacturing orders remain sluggish [26][28] - The expectation is that PPI will improve in 2026, driven by factors such as reduced internal competition and improved domestic demand [28] 2026 Overseas Outlook - The downward trend in interest rates is a significant macro narrative, with the U.S. and Europe entering a phase of fiscal expansion, which is expected to benefit Chinese manufacturing [29][38] - The global inventory levels are at historical lows, which could lead to a new investment cycle as demand recovers [35] - The second wave of globalization for Chinese manufacturing is anticipated, driven by fiscal expansion in the U.S. and Europe, and a recovery in industrial product demand [38][40] Stock Selection Strategy - The stock selection strategy for 2026 focuses on two main themes: benefiting from overseas expansion and new industries, particularly in sectors like engineering machinery and specialized equipment [44] - Key sectors include engineering machinery, shipbuilding, and high-tech equipment, with a focus on companies that are expected to maintain stable performance and low valuations [44] - Emerging industries such as AI equipment, lithium battery production, and semiconductor manufacturing are highlighted as areas of significant opportunity [44][45] Investment Recommendations - Recommended stocks include SANY Heavy Industry, XCMG, and China Shipbuilding, which are expected to perform well in the current market environment [7] - Companies in the AI and semiconductor sectors, such as Longchuan Technology and Zhongwei Company, are also recommended due to their growth potential [7] - Future-oriented assets like humanoid robots and controllable nuclear fusion are noted as areas to watch for significant industry changes [7][45]