证券日报网1月27日讯，冰轮环境（000811）在接受调研者提问时表示，在当前的磁约束可控核聚变装 置中，磁约束装置(如托卡马克)依赖强大的超导磁体产生磁场来约束等离子体。这些磁体需要在极低温 (接近绝对零度，约-269℃)下运行。氦气压缩机是超导磁体冷却系统的关键设备，用于维持氦的制冷循 环和极低温环境。2016年，公司研发成功极低温用氦气压缩机，填补国内空白，供货中科院"液氦到超 流氦温区大型低温制冷系统"国家实验室。该液氦到超流氦温区大型低温制冷系统可以构建接近自然界 绝对零度(-273.15℃)的极低温环境。为"推动能源科技自立自强，加快补齐影响产业链供应链安全的短 板技术装备和巩固领先技术优势"，国家能源局组织评定了"第一批26项能源领域首台(套)重大技术装备 项目"，公司氦气压缩机在列。之后公司陆续为多家科研院所供应氦气压缩机，应用于国家重大前沿科 技研究项目。 ...

（编辑 丛可心） 证券日报网1月27日讯 ，冰轮环境在接受调研者提问时表示，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，出产联合循环燃气电厂余热锅炉（HRSG），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，2025年约10亿元。去年 来市场需求旺盛，新厂房已竣工，新增产能爬坡中。 ...

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：【2026】第 010 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 | | 天风证券任康、兴全基金姚佳、何以广、程卿云 | | 及人员姓 | | | | 名 | | | | 时间 | 2026 年 1 月 27 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： 要内容介 绍 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131年历史。"变频离心式冷水机组""集成自然冷却功能 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 公司董事/高级管理人员赵宝国、舒建国、卢绍宾、焦玉学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9月24日披露了关于部分董事、高级管理人员减持股份预披露公告（公告编号：2025- 033），董事/高级管理人员赵宝国、舒建国、卢绍宾、焦玉学计划在公告披露之日起15个交易日后的3 个月内（即 2025年10月24日至2026年1月23日）以集中竞价或大宗交易方式减持公司股份227,500股（占 公司总股本比例0.0229%）。 近日，公司收到上述董事/高级管理人员分别出具的《关于股份减持计划实施情况的告知函》，董事/高 级管理人员赵宝国、舒建国、卢绍宾、焦玉学减持期限届满，现将减持计划实施情况公告如下： 一、股东减持情况 1、股东减持股份情况 ■ 2、股东本次减持前后持股情况 二、其他相关说明 1、本次减持计划的实施符合《证券法》《深圳证券交易所股票上市规则》《深圳证券交易所上市公司 自律监管指引第18 号一一股东及董事、高级管理人员减持股份 ...

冰轮环境分析师会议 调研日期：2026年01月26日 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 调研行业：通用设备 参与调研的机构：中邮证券、西南证券、西部证券等 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | ...

每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 每经AI快讯，冰轮环境1月26日晚间发布公告称，公司股东赵宝国、舒建国、卢绍宾、焦玉学共减持公 司股份约22万股，减持股份占公司总股份为0.0226%。本次减持计划期限届满。 （记者 曾健辉） ...

证券代码：000811 证券简称：冰轮环境 公告编号：2026-003 冰轮环境技术股份有限公司关于部分董事、高级管理人员减 持计划期限届满暨实施情况的公告 公司董事/高级管理人员赵宝国、舒建国、卢绍宾、焦玉学保证向本公司 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。 股东名称 减持 方式 减持期间 减持价格区 间（元/股） 减持均 价（元/ 股） 减持股数 （股） 减持数量占 总股本比例 （%） 减持股 份来源 赵宝国 集中竞 价 2025 年 10 月 31 日 14.44 14.44 81,250 0.0082 股权激 励授予 舒建国 集中竞 价 2025 年 11 月 6 日 15.04 15.04 48,750 0.0049 股权激 励授予 卢绍宾 集中竞 价 2025 年 11 月 6 日 15.00 15.00 48,750 0.0049 股权激 励授予 焦玉学 集中竞 价 2025 年 11 月 3 日-2025年11月 6 日 13.80-15.20 14.62 46,000 0.0046 股权激 ...

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：【2026】第 009 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 | | 中邮证券陈基赟、西南证券周鑫雨、西部证券邓宇轩 | | 及人员姓 | | | | 名 | | | | 时间 | 2026 年 1 月 26 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、吸收式制冷机、活塞式压缩机、涡旋式压缩机、工业 热泵、储能蓄能装置 ...

Investment Rating - The report maintains a positive outlook on the power and gas sectors, indicating a favorable investment environment for renewable energy and gas companies [2][3]. Core Insights - The report highlights a slight increase in overall power generation in 2025, primarily driven by wind and solar energy contributions, while traditional coal power generation shows a decline [8][9]. - The extreme cold weather in the U.S. has led to a significant spike in natural gas prices due to increased demand and supply constraints [18][22]. - The report suggests various investment opportunities across different segments of the energy sector, including coal power, hydropower, nuclear power, renewable energy, and gas companies [18][43]. Summary by Sections 1. Power Generation - In December 2025, total power generation was 858.6 billion kWh, a year-on-year increase of 0.1%. Coal power generation decreased by 3.2%, while renewable sources like wind and solar saw significant growth [10][11]. - For the entire year of 2025, total power generation reached 9715.9 billion kWh, up 2.2% from the previous year, with coal power down by 1.0% and solar power up by 24.4% [15][19]. 2. Natural Gas - As of January 23, 2026, the Henry Hub spot price surged to $30.72/mmBtu, reflecting a week-on-week increase of 903.53%. European gas prices also rose significantly due to low inventory levels and increased demand [20][28]. - The report notes that the extreme cold weather has tightened supply and demand dynamics, leading to higher global gas prices, particularly in Europe and Northeast Asia [22][37]. 3. Investment Recommendations - For coal power, companies like Guodian Power and Inner Mongolia Huadian are recommended due to their integrated coal and power operations [18]. - Hydropower companies such as Yangtze Power and State Power Investment Corporation are favored due to favorable conditions for energy storage and reduced capital expenditures [19]. - Nuclear power companies like China National Nuclear Power and China General Nuclear Power are highlighted for their stable cost structures and growth potential [18]. - Renewable energy operators such as Xinte Energy and Longyuan Power are recommended as new market rules enhance the stability of returns [18]. - Gas companies like Kunlun Energy and New Hope Liuhe are suggested for their potential recovery in profitability due to cost reductions and improved pricing mechanisms [43].

Investment Rating - The report maintains an "Overweight" rating for the power equipment sector [6] Core Insights - The report highlights new opportunities in the photovoltaic industry driven by space solar power initiatives and rising prices of battery components [1][17] - It emphasizes the importance of supply-side reforms and technological advancements in creating long-term growth opportunities within the industry [1][19] - The report identifies key companies to watch in various segments, including supply chain price increases, new technology growth, and perovskite solar cell developments [1][19][21] Summary by Sections Photovoltaics - The price of multi-crystalline silicon n-type raw materials remains stable, with an average transaction price of 59,200 RMB per ton [17] - N-type battery cell prices have increased to 0.42 RMB per watt, with a price range of 0.40-0.43 RMB per watt [17] - The report notes that rising silver prices have led to increased component costs, with distributed component prices now ranging from 0.70 to 0.80 RMB per watt [17] - SpaceX and Tesla plan to achieve a combined solar manufacturing capacity of 200GW annually in the U.S. within three years, with 40GW dedicated to space solar power [1][18] - Key companies to focus on include Tongwei Co., GCL-Poly, LONGi Green Energy, JA Solar, and Trina Solar for supply-side reform opportunities [1][19] Wind Power & Grid - The Netherlands will launch a 1GW offshore wind project tender in September 2026, with a subsidy budget of approximately 32.45 billion RMB [19][20] - Turkey plans to initiate its first offshore wind tender by the end of 2026, aiming for 5GW of installed capacity by 2035 [19][20] - Southern Power Grid has set a fixed asset investment of 180 billion RMB for 2026, focusing on new power system construction and strategic emerging industries [20] - Companies to watch include Goldwind, Yunda, Mingyang Smart Energy, and Sany Heavy Energy in the wind turbine sector [20] Hydrogen Energy - A ceremony for the operation of 300 hydrogen fuel heavy trucks was recently held, showcasing advancements in hydrogen energy technology [3][21] - The trucks are equipped with a 130kW fuel cell system and can achieve a range of over 600 kilometers [3][21] - Key companies in this sector include Shuangliang Energy, Huadian Heavy Industry, and Shenghui Technology [3][21] Energy Storage - The report forecasts that new energy storage installations in China will reach 58.6GW/175.3GWh in 2025, a year-on-year increase of 38%/60% [4][22] - The average bid price for 2-hour energy storage systems is projected to be 0.55 RMB/Wh in 2025, down 16.9% from 2024 [4][22] - Companies to focus on include Sungrow Power, Canadian Solar, and Kehua Data for large-scale energy storage opportunities [4][22] New Energy Vehicles - CATL launched the "Tianxing II" series solutions for light commercial vehicles, including the industry's first intelligent battery management application [5][27] - The solutions cater to various scenarios, including high-frequency urban distribution and extreme temperature conditions [5][27] - Key companies in the battery sector include CATL, Penghui Energy, and Guoxuan High-Tech [5][29]