关于公司 2023 年限制性股票激励计划授予的限制性股票第 一个解除限售期解除限售股份上市流通的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、公司 2023 年限制性股票激励计划第一个限售期解除限售条件已经成就， 符合解除限售条件的限制性股票激励对象共 616 名，可解除限售的限制性股票 数量为 8,874,840 股，占公司目前总股本 992,638,145 股的 0.8941%。 2、本次解除限售股份的限售起始日期为 2023 年 9 月 20 日，上市流通日为 2025 年 9 月 22 日。 2025年9月4日，公司召开了董事会2025年第四次会议、监事会 2025年第四次会议，审议通过了《关于公司2023年限制性股票激励计 划授予的限制性股票第一个限售期符合解除限售条件的议案》，相关 公告及法律意见书、独立财务顾问报告于2025年9月6日在《中国证券 报》、《证券时报》、《证券日报》及www.cninfo.com.cn网站披露。 公司2023年限制性股票激励计划第一个限售期解除限售条件已经成 就，公司按规定为符合解除限售 ...

Group 1 - The company has not yet scaled its data center liquid cooling products in the domestic market [1] - The company provides various cooling products for data centers, including primary chilled water units, heat exchangers, and cooling towers [1]

格隆汇9月16日丨冰轮环境(000811.SZ)在互动平台表示，公司暂无人形机器人产品。 ...

格隆汇9月16日丨冰轮环境(000811.SZ)在互动平台表示，公司暂无人形机器人产品。 ...

Investment Rating - The report maintains a positive outlook on the power and gas sectors, recommending various companies within these industries for investment [5][14]. Core Insights - The report highlights the competitive results of the electricity pricing mechanism in Shandong, indicating that wind power is favored over solar power, with wind power pricing at 0.319 CNY/kWh and solar at 0.225 CNY/kWh [9][10]. - A new pricing mechanism for nearby consumption of renewable energy has been established, clarifying economic responsibilities and allowing renewable projects to pay for supply reliability [12][13]. - Global gas prices are showing mixed trends, with European and Asian prices rising while U.S. prices are declining, reflecting varying supply and demand dynamics [15][20]. Summary by Sections 1. Electricity: Shandong Pricing Mechanism and New Renewable Energy Policies - Shandong's first competitive pricing results show wind power projects with a total capacity of 3.5911 GW and a mechanism electricity price of 0.319 CNY/kWh, while solar projects have a capacity of 1.265 GW and a price of 0.225 CNY/kWh [9][11]. - The new pricing mechanism for nearby consumption aims to enhance the utilization of renewable energy and reduce the pressure on the power system [12][13]. 2. Gas: Global Price Variations - As of September 12, U.S. Henry Hub spot prices are at $2.94/mmBtu, down 3.61% week-on-week, while European TTF prices are at €32.00/MWh, up 1.27% [15][16]. - The report notes that U.S. gas production remains high despite a slight decline, while European prices are influenced by supply constraints and increased heating demand due to cooler temperatures [15][20]. 3. Weekly Market Review - The gas sector outperformed the Shanghai and Shenzhen 300 index, while the public utilities, power, and environmental sectors underperformed [36]. 4. Company and Industry Dynamics - Recent announcements include the implementation of market-oriented pricing reforms for renewable energy in Jiangxi province, effective from October 2025 [40]. - The report also discusses various company announcements, including operational updates and financial instruments [43]. 5. Key Company Valuation Tables - The report provides valuation metrics for key companies in the public utility sector, highlighting buy and hold recommendations for several firms based on their earnings and price-to-earnings ratios [45][46].

Group 1 - The ice and snow industry concept declined by 0.05% as of the close on September 11, ranking among the top declines in concept sectors [1] - Within the ice and snow industry, companies such as COFCO Technology, Yuanlong Yatu, and Tianfu Culture and Tourism experienced significant declines, while 22 stocks saw price increases, with Ice Wheel Environment, Zhujiang Co., and *ST Xinyuan leading the gains at 5.48%, 3.95%, and 3.42% respectively [1][2] Group 2 - The ice and snow industry concept saw a net outflow of 726 million yuan in main funds today, with 35 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 50 million yuan [2] - The stock with the highest net outflow was Caesar Travel, with a net outflow of 118 million yuan, followed by Vanke A, Huace Film & TV, and Tianfu Culture and Tourism with net outflows of 97.1 million yuan, 75.5 million yuan, and 73.9 million yuan respectively [2][3] - The stocks with the highest net inflows included Ice Wheel Environment, Tianqiao Hoisting, and Longjian Co., with net inflows of 36.6 million yuan, 18.3 million yuan, and 16.6 million yuan respectively [2]

Group 1: Business Overview - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with products including compressors and heat exchangers, covering a temperature range of -271℃ to 200℃ [3] - The product matrix includes various types of compressors such as screw, centrifugal, absorption chillers, and industrial heat pumps, showcasing significant technological advantages and market performance [3] - The company has participated in drafting national standards for centrifugal refrigerant compressors and oil-free suspended centrifugal chillers [3] Group 2: Market Applications - Products are widely used in sectors such as food processing, cold chain logistics, industrial cooling systems, and commercial air conditioning [3] - Applications extend to data centers, aerospace, and industrial special cooling systems, with a focus on energy recovery and clean emissions [3] - The company has established a strong presence in both domestic and international markets, collaborating with local integrators in North America, Australia, Southeast Asia, and the Middle East [3][4] Group 3: Product Innovations and Competitiveness - The company’s subsidiary, Dunham-Bush, offers cooling equipment for data centers, with products recognized in the Ministry of Industry and Information Technology's directory of advanced applicable technologies [3] - Upcoming product launches include upgraded versions of IDC-specific magnetic levitation and air suspension series, enhancing competitiveness [3] - The company has established a manufacturing base that supports overseas markets, with a focus on meeting high standards for reliability and efficiency [4]

Group 1 - The company, Ice Wheel Environment, announced a change in the continuous supervision of the exemption from the mandatory tender offer, with Xin Xing and Zhao Duo appointed as the new supervisors [2]

Group 1 - The company held a roadshow on September 10, 2025, with participation from eight institutions including Ping An Fund and Huatai Securities Asset Management, discussing product applications, capacity, and market competition [1] - The company focuses on energy and power sectors, providing advanced system solutions and lifecycle services, with main products including compressors and heat exchangers, covering a temperature range of -271℃ to 200℃ [2] - The company's products are widely used in various industries such as commercial refrigeration, industrial freezing, commercial comfort air conditioning, and industrial special air conditioning [2] Group 2 - In the data center sector, the company’s subsidiaries provide cooling equipment, with products recognized in the national green data center technology directory, and successful projects both domestically and internationally [3] - The company has developed innovative technologies for nuclear power applications, supporting the safe operation and clean energy utilization of nuclear power plants, with a focus on core scenarios like nuclear island cooling [4] - The company’s subsidiary has over 20 years of experience in nuclear power services and has collaborated with Tsinghua University on technology applied in national energy projects [4]

中信证券股份有限公司 关于烟台国丰投资控股集团有限公司及其 子公司烟台国泰诚丰资产管理有限公司 豁免要约收购冰轮环境技术股份有限公司 的持续督导意见 中信证券股份有限公司（以下简称"中信证券"、"财务顾问"）接受委托， 担任烟台国丰投资控股集团有限公司（以下简称"烟台国丰"、"收购人一"）及 其子公司烟台国泰诚丰资产管理有限公司（以下简称"国泰诚丰"、"收购人二"） 豁免要约收购冰轮环境技术股份有限公司（以下简称"冰轮环境"、"上市公司"） 的财务顾问。依照《中华人民共和国证券法》、《上市公司收购管理办法》（以下 简称"《收购办法》"）、《上市公司并购重组财务顾问业务管理办法》等有关规 定，持续督导期从冰轮环境公告收购报告书至收购完成后的 12 个月止（即从 2024 年 4 月 26 日至收购完成后的 12 个月止）。 2025 年 8 月 21 日，冰轮环境披露了 2025 年半年度报告。结合上述 2025 年半年 度报告及日常沟通，中信证券出具了 2025 年半年度报告的持续督导意见（以下简称 "本意见"）。 一、交易资产的交付或过户情况 （一）本次豁免要约收购情况 本次收购前，收购人烟台国丰、国泰诚丰 ...