证券日报网讯2月5日，冰轮环境（000811）在互动平台回答投资者提问时表示，2020年公司研发的"氢 液化领域新型高效氦气螺杆压缩机"被国家能源局遴选为国家第一批能源领域首台(套)重大技术装备项 目。该设备可用于液氢、液氧、甲烷等航天火箭燃料制备。 ...

Core Viewpoint - The company, Ice Wheel Environment, is implementing a new green heating technology for industrial park waste heat long-distance supply projects, which aims to replace traditional fossil energy and aligns with economic and dual carbon goals [1] Group 1 - The new heating technology is characterized as "turning waste into treasure" [1] - The project is particularly suitable for regions in northern China that rely on centralized heating [1] - The initiative balances economic viability with environmental sustainability [1]

格隆汇2月5日丨冰轮环境(000811.SZ)在投资者互动平台表示，公司产氦气压缩机是产生并维持超低温 超导环境的关键设备。 ...

格隆汇2月5日丨冰轮环境(000811.SZ)在投资者互动平台表示，电子厂房是公司产品的重要用途之一， 公司产品可满足电子产品生产工艺过程和环境控制中对温度、湿度、气流、洁净度、压力梯度的高标准 要求，服务过中芯国际（绍兴）、富士康、天科合达、Wafer等企业。 ...

2026年02月03日，冰轮环境披露接待调研公告，公司于02月03日接待睿远基金、东方证券自营、财通证 券、银河证券、申万证券等9家机构调研。 调研情况显示，冰轮环境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。具体产 品包括螺杆式压缩机、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、真空冻干设备、速冻装置、换热设备、船用制冷设备、多联机等，广泛应用于商业制冷系 统、工业冷冻系统、商用舒适空调、工业特种空调等多个领域。 公司在数据中心液冷系统应用方面，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。顿汉布什公司已有131年历史，其"变频离心式冷水机 组"和"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》，已成功服务国家超级计算广州中心、中国移动贵州大数据中心等诸多项目。在核电领域， 公司聚焦核岛冷却、核能供热等核心场景，服务了红沿河、宁德、阳江等多个核电站，旗 ...

Investment Rating - The report provides a "Buy" rating for several key stocks in the financial and manufacturing sectors, including China Resources Land and Beike-W [15][18][20][21]. Core Insights - The macroeconomic environment shows a continuation of strong supply and weak demand characteristics, with short-term growth pressure remaining manageable [9]. - The real estate sector is experiencing a valuation recovery opportunity for quality developers due to a resonance between fundamentals and policies [10]. - The banking sector is witnessing a recovery from oversold conditions, with stock prices rebounding ahead of improvements in the funding environment [20]. - The non-bank financial sector is expected to benefit from policy-driven high-quality development, with a focus on high-performing stocks [22]. - The new energy sector has established a bottom line, with attention on marginal changes in new technologies [25]. - The machinery sector is gaining order resilience from overseas solar expansion and new business developments, while space solar technology opens growth opportunities [31]. - The environmental sector is focusing on carbon neutrality opportunities, with overseas expansion and metal prices providing elasticity [33]. Summary by Sections Real Estate - The sector is expected to face challenges in 2026, but recent policy easing and improved second-hand housing sales indicate a potential recovery [14]. - China Resources Land is highlighted as a leading developer with strong operational capabilities and a solid financial position, projected to achieve a net profit of 26.2 billion, 27 billion, and 28.2 billion from 2025 to 2027 [15]. Banking - Nanjing Bank is recommended due to its expected double-digit revenue growth in 2025, driven by stable asset quality and improved net interest margins [21]. Non-Bank Financials - New China Life Insurance is noted for its high elasticity and potential for improved returns on equity, with projected intrinsic values of 292.1 billion and 329.0 billion for 2025 and 2026, respectively [24]. New Energy - The storage sector is expected to see demand stability supported by national capacity pricing, while lithium battery technology is anticipated to rebound with improved economic conditions [25]. - JunDa Co. is recognized for its strategic partnerships and potential growth in the space solar sector, with projected profits increasing significantly by 2027 [27]. Machinery - The machinery sector is benefiting from overseas solar project expansions, with companies like DiEr Laser positioned to capitalize on new technologies and increased order volumes [31][32]. Environmental - Weiming Environmental is highlighted for its potential in the Indonesian waste-to-energy market, with expected project launches in early 2026 [39]. - The company is projected to achieve net profits of 2.88 billion and 3.44 billion in 2025 and 2026, respectively [39]. Light Industry - The light industry is seeing a rebound in export-driven companies, with a focus on quality stocks that can leverage cost efficiencies and supply chain advantages [43]. Military Industry - The military sector is expected to benefit from the transition of military technology to civilian applications and increased military trade, with key recommendations including Aviation Power and AVIC Xi'an Aircraft Industry [51][53].

格隆汇2月4日丨青达环保(688501.SH)公布，公司近日收到冰轮环境出具的《冰轮环境技术股份有限公 司关于减持青达环保股份计划的告知函》。冰轮环境因自身经营需要，拟通过证券交易所集中竞价和大 宗交易方式减持公司股份，减持数量不超过372.68万股（即不超过公司总股本的3%），通过集中竞价 交易减持股份的总数不超过公司股份总数的1%，即124.23万股；通过大宗交易减持股份的总数不超过 公司股份总数的2%，即248.45万股；若此期间公司有送股、资本公积金转增股本等股份变动事项，则 对该减持数量进行相应调整。减持期限为自本减持计划公告披露之日起15个交易日后的3个月内。减持 价格根据减持时市场情况确定。 ...

格隆汇2月4日丨青达环保(688501.SH)公布，公司近日收到冰轮环境出具的《冰轮环境技术股份有限公 司关于减持青达环保股份计划的告知函》。冰轮环境因自身经营需要，拟通过证券交易所集中竞价和大 宗交易方式减持公司股份，减持数量不超过372.68万股（即不超过公司总股本的3%），通过集中竞价 交易减持股份的总数不超过公司股份总数的1%，即124.23万股；通过大宗交易减持股份的总数不超过 公司股份总数的2%，即248.45万股；若此期间公司有送股、资本公积金转增股本等股份变动事项，则 对该减持数量进行相应调整。减持期限为自本减持计划公告披露之日起15个交易日后的3个月内。减持 价格根据减持时市场情况确定。 ...

Core Viewpoint - Ice Wheel Environment's subsidiaries, Dunhanbushi and Ice Wheel Heat Exchange Technology, provide cooling equipment for data centers and liquid cooling systems, highlighting their role in the green technology sector [1] Group 1: Product Offerings - Dunhanbushi's variable frequency centrifugal chillers and integrated natural cooling function air-cooled screw chillers have been included in the Ministry of Industry and Information Technology's "National Advanced Applicable Technology Product Catalog for Green Data Centers" [1] - Ice Wheel Heat Exchange Technology's liquid cooling system heat exchangers have been listed in the "2024 Annual Shandong Province First (Set) Technical Equipment Product Production Enterprise and List" [1] Group 2: Recognition and Awards - The low-carbon energy-saving closed cooling technology from Ice Wheel Heat Exchange Technology has been recognized as a recommended national energy-saving and carbon reduction demonstration technology [1]

Group 1: Business Overview and Product Applications - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with products including compressors and heat exchangers that manage thermal energy across a temperature range of -271°C to 200°C [3]. - Products are widely used in various industries, including food processing, cold chain logistics, industrial refrigeration, commercial air conditioning, and energy recovery systems [3]. - The company has successfully served numerous data centers and projects, both domestically and internationally, enhancing its market presence [4]. Group 2: Data Center and Cooling Systems - The company’s subsidiary, Dunham-Bush, provides cooling equipment for data centers, including variable frequency centrifugal chillers and natural cooling integrated systems, recognized in the national green data center technology catalog [4]. - The proportion of centrifugal chillers, especially magnetic levitation types, is increasing in the IDC market, indicating a shift in technology preference [6]. - The company has established a global after-sales service system supported by overseas manufacturing bases, enhancing its competitive edge [6]. Group 3: Nuclear Power Applications - The company has developed innovative technologies for nuclear power applications, focusing on core scenarios such as nuclear island cooling and heat recovery, supporting the safe operation of nuclear power plants [7]. - Recent projects include the supply of cooling systems for various nuclear power stations across China, demonstrating the company’s capability in this sector [7]. Group 4: Heat Recovery and Energy Management - The company’s heat management segment is aligned with national carbon reduction policies, offering industrial heat pump services and innovative technologies for waste heat recovery [8]. - The company has been recognized as a national-level specialized "little giant" enterprise, holding numerous patents and awards for its energy-efficient technologies [9]. - The heat recovery technologies are expected to become essential under new government policies, driving long-term demand [10]. Group 5: Aerospace and Fusion Energy Applications - The company produces liquefaction units for aerospace fuels, including hydrogen and methane, contributing to advancements in space technology [10]. - The helium compressors developed for controlled nuclear fusion applications are critical for maintaining ultra-low temperatures required for superconducting magnets [11]. Group 6: Gas Turbine Waste Heat Recovery - The company manufactures lithium bromide absorption chillers that utilize waste heat from gas turbines to provide cooling, enhancing energy efficiency [12].