南方财经2月25日电，冰轮环境(000811.SZ)发布公告称，公司高级管理人员吴利利、张会明、孙秀欣减 持计划期限届满。三人原计划在2025年11月17日至2026年2月16日期间，通过集中竞价或大宗交易方式 合计减持不超过146,250股，占公司总股本比例0.0147%。实际减持期间为2025年12月10日至2025年12月 30日，其中吴利利减持48,700股，张会明减持48,750股，孙秀欣减持48,750股，均以集中竞价方式完 成，减持均价分别为18.01元/股、17.30元/股和17.43元/股。本次减持后，三人合计持股由585,000股降至 438,800股，占总股本比例由0.0588%降至0.0441%。 ...

近年来，在技术创新和产业升级的"双轮驱动"下，山东省高端机电产品正加速出海。以突破氢能关键设 备垄断的烟台东德实业有限公司、致力绿色能源转型的冰轮环境技术股份有限公司和深耕AI赋能的山 东比特智能科技股份有限公司为代表，山东企业正在国际市场赢得广泛认可，展现出"中国制造"向高端 化、智能化迈进的强劲势头。海关部门精准施策，推出一系列监管服务举措，为山东高端机电产品畅行 全球注入强劲动能。 智慧通关提速尖端装备抢占市场先机 针对高技术产品出口的时效需求，海关创新监管模式，为通关按下"加速键"。近日，在青岛海关所属烟 台海关办结通关手续后，烟台东德实业有限公司自主研发生产的5台氢气循环泵搭乘中韩轮渡发往韩国 市场。氢气循环泵是氢燃料电池发动机的关键零部件，它通过将电堆反应后未消耗的氢气重新循环回电 堆入口，实现氢气的高效回收利用，并提高了氢气的使用安全性。近年来，该公司不断开展技术攻关， 逐步突破国外技术垄断，最终实现了氢气循环泵的国产化。 "从模具设计到铸件生产、机加工、装配、测试等均为全产业链自主生产，装备国产化率高达95%以 上。"烟台东德实业有限公司销售部经理刘姗姗介绍，氢气循环泵具备低温启动功能，即使在 ...

冰轮环境公告称，公司高级管理人员吴利利、张会明、孙秀欣减持期限于近日届满。三人原计划合计减 持146,250股（占总股本0.0147%），实际通过集中竞价方式合计减持146,200股。其中，吴利利减持 48,700股，减持均价18.01元/股；张会明和孙秀欣均减持48,750股，减持均价分别为17.30元/股、17.43 元/股。本次减持符合相关规定，未违反承诺，不会导致公司控制权变更及对经营产生重大影响。 ...

证券代码：000811 证券简称：冰轮环境 公告编号：2026-004 冰轮环境技术股份有限公司关于部分高级管理人员减持计 划期限届满暨实施情况的公告 公司高级管理人员吴利利、张会明、孙秀欣保证向本公司提供的信息内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 公司于 2025 年 10 月 25 日披露了关于部分高级管理人员减持股 份预披露公告（公告编号：2025-037），高级管理人员吴利利、张会 明、孙秀欣计划在公告披露之日起15个交易日后的3个月内（即 2025 年 11 月 17 日至 2026 年 2 月 16 日）分别以集中竞价或大宗交易方式 减持公司股份 48,750 股，合计 146,250 股（占公司总股本比例 0.0147%）。 二、其他相关说明 一、 股东减持情况 | 股东名称 | 减持 | 减持期间 | 减持价格区 间（元/股） | 减持均 价（元/ | 减持股数 | 减持数量占 总股本比例 | 减持股 份来源 | | --- | --- | --- | --- | --- | --- | --- | ...

格隆汇2月24日丨冰轮环境(000811.SZ)涨8.75%，报19.150元，股价创历史新高，总市值190.06亿元。 ...

Company Performance - The company reported a revenue of 4.835 billion yuan for the first three quarters of 2025, representing a year-on-year decrease of 2.45% [5] - The net profit for the same period was 428 million yuan, down 9.68% year-on-year [5] - Although the revenue for the third quarter showed a year-on-year growth of 6.88%, the overall performance is still in a recovery phase, with a TTM price-to-earnings ratio of 30.02 times, indicating adjustment pressure relative to the industry average [5] Market and Stock Performance - As of February 13, the stock price closed at 17.61 yuan, down 3.82% for the day, following a significant increase of 4.63% to 18.31 yuan on February 12 [2] - The stock experienced a trading range of 2.62% and approached the upper Bollinger Band resistance level of 18.22 yuan, indicating a technical need for correction [2] - On February 13, the main capital outflow was 22.2868 million yuan, with only 15% of the inflow coming from institutional investors, while retail investors accounted for 35% [3] Industry Analysis - On the same day, the machinery equipment sector fell by 0.96%, the general equipment sector decreased by 0.56%, and the liquid cooling concept sector dropped by 0.92%, indicating an overall industry adjustment that negatively impacted individual stocks [4] - Despite a strong demand in the liquid cooling market as indicated by a 252% year-on-year increase in orders reported by a competitor, market sentiment is becoming more rational, focusing on the actual progress of the domestic industrial chain [4] Recent Events - The trading volume on February 13 was 536 million yuan, a decrease of 30% from the previous day's 765 million yuan, reflecting a decline in market activity [6] - Expectations from institutions regarding annual report forecasts have already been partially realized, leading to a cautious stance among investors ahead of clearer performance indicators [6]

Core Viewpoints - The mechanical industry is expected to embrace "technology + going global" as its dual main lines in 2026, focusing on high elasticity growth opportunities and performance certainty from overseas expansion [13][9][7] 2025 Review Market Performance - In 2025, the mechanical sector achieved a 41% increase, significantly outperforming the CSI 300 index, which rose by 18%, ranking fifth among A-share sub-industries [6][16] - The sub-sectors that performed well included PCB equipment (+252%), 3C equipment (+129%), controllable nuclear fusion (+119%), data centers (+112%), and humanoid robots (+85%) [20][6] Demand Side - Domestic demand showed signs of bottoming out, with a marginal improvement towards the end of 2025, while external demand began to recover positively [31][35] - The manufacturing PMI in December 2025 rebounded to 50.1, indicating a return to expansion territory, driven by large enterprises and high-tech manufacturing [32][35] Cost Side - The cost structure showed a continuous improvement trend, with PPI declining by 2.6% year-on-year in 2025, reflecting insufficient industrial demand [31][33] 2026 Outlook Macro Perspective - The macro narrative for the next five years is centered around "AI commercialization + global re-industrialization," with expectations of a cyclical recovery driven by proactive fiscal policies [6][7] Mid-level Perspective - Technology - The technology sector is expected to see explosive growth, with key areas including data centers, PCB equipment, semiconductor equipment, humanoid robots, and commercial aerospace [7][9] Mid-level Perspective - Going Global - The overseas production capacity is anticipated to enter a release phase in 2026, with significant revenue and profit growth expected for companies in the machinery and equipment sectors [7][8] Investment Recommendations - Investment strategies should focus on high-certainty directions with strong industry trends and competitive advantages, prioritizing stock selection based on industry trends, competitive positioning, and valuation [7][8] - Long-term investments should consider companies with platform capabilities that offer sustainable value [7][8]

Group 1 - The core viewpoint of the article indicates that the shareholder, Ice Wheel Environment, plans to reduce its stake in Qingda Environmental Protection by up to 3% of the total share capital due to its operational needs [1][2] - The reduction will occur through centralized bidding and block trading, with a maximum of 1% through centralized bidding and 2% through block trading, scheduled from March 9, 2026, to June 8, 2026 [2] - The company has released a performance forecast for 2025, expecting a net profit of between 165 million to 190 million yuan, representing a year-on-year growth of 77.47% to 104.36% [3] Group 2 - The planned share reduction amounts to no more than 3% of the total share capital, equating to a maximum of 3.7268 million shares [2] - The significant expected growth in net profit highlights the company's strong financial performance and potential for future investment [3]

相关上市公司：冰轮环境(000811.SZ) 同壁财经讯，企查查数据显示，根据《中国石油化工股份有限公司石家庄炼化分公司石家庄炼化绿色转 型发展项目RTC复合型表面蒸发空冷器空冷器招标结果公告》，冰轮环境技术股份有限公司于2026年2 月12日公告中标中国石化国际事业有限公司采购项目，中标金额为7059.40万元。 同壁财经小贴士： 相关上市公司：冰轮环境(000811.SZ) 同壁财经小贴士： 冰轮环境（000811.SZ）2024年营业收入为66.35亿元，营业收入增长率为-11.48%，归属母公司净利润 为6.28亿元，归属母公司净利润增长率为-4.76%，净资产收益率为10.96%。 冰轮环境（000811.SZ）2024年营业收入为66.35亿元，营业收入增长率为-11.48%，归属母公司净利润 为6.28亿元，归属母公司净利润增长率为-4.76%，净资产收益率为10.96%。 2025年上半年公司营业收入为31.18亿元，营业收入增长率为-6.92%，归属母公司净利润为2.66亿元，归 属母公司净利润增长率为-19.71%。 目前公司属于工业行业，主要产品类型为风泵机械、专用设备与零部件，2024 ...

Core Insights - The Shandong state-owned enterprise reform sector saw an increase of 0.89% on February 12, with Yabo Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4134.02, up 0.05%, while the Shenzhen Component Index closed at 14283.0, up 0.86% [1] Stock Performance - Yabo Co., Ltd. (002323) closed at 2.62, up 10.08%, with a trading volume of 3.39 million shares and a transaction value of 837 million yuan [1] - Shandong Pofiber (605006) closed at 10.20, up 10.03%, with a trading volume of 645,000 shares and a transaction value of 643 million yuan [1] - Weichai Power (000338) closed at 28.07, up 8.09%, with a trading volume of 1.60 million shares and a transaction value of 4.39 billion yuan [1] - China National Heavy Duty Truck Group (000951) closed at 21.65, up 5.66%, with a trading volume of 1.35 million shares and a transaction value of 750 million yuan [1] - Yanzhou Coal Mining Company (600188) closed at 17.51, up 5.17%, with a trading volume of 1.19 million shares and a transaction value of 2.06 billion yuan [1] Capital Flow - The Shandong state-owned enterprise reform sector experienced a net inflow of 1.049 billion yuan from institutional investors, while retail investors saw a net outflow of 904 million yuan [2] - The main stocks with significant net inflows included Inspur Information (000977) with a net inflow of 648 million yuan, accounting for 13.72% of the total [3] - Weichai Power (000338) had a net inflow of 440 million yuan, representing 10.02% of the total [3] - Yabo Co., Ltd. (002323) had a net inflow of 90 million yuan, accounting for 10.76% of the total [3]