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 四、讨论了公司应用于核电行业的产品 近期，国家核电建设释放提速信号。在这个领域，公司聚焦 核岛冷却、核能供热等核心场景，研发出一系列核岛冷却、冷却 余热回收、安全壳内无动力空冷器、水热同产同送、核能供暖大 温差长输供热等创新技术，为核电站安全稳定运行与清洁能源高 效利用，提供坚实的技术支撑与解决方案。在国内，服务了红沿 河、宁德、阳江、防城港、海阳、徐大堡、三澳、陆丰、太平岭、 苍南、石岛、白龙等核电站。 旗下换热技术公司依托流体动力技术底蕴，创新研发出安 全壳内屏蔽冷却水系统无动力空冷器，批量供货全球首座商用四 代技术高温气冷堆；旗下顿汉布什公司是全球核岛制冷机服务 商，拥有 20 余年核电服务经验，是国家能源局《核空气和气体 处理规范 通风、空调与空气净化 第 18 部分 制冷设备》标准的 主要起草单位，是国内唯一一个在核岛各个区域都有应用且核岛 制冷机品种最全的生产厂家，有着丰富的国内外案例。旗下华源 泰盟公司以荣获国家技术发明二等奖的吸收式换热技术为基础， 与清华大学合作研发出水热同产同送(应用于核能利用海水淡化 ...

证券代码：000811 证券简称：冰轮环境 | 宽温域"的热泵核心技术，深度融合多源多级系统集成技术，构 | | --- | | 建起能源梯级利用体系，实现余能高效回收与集约利用，不断拓 | | 展热泵在不同领域的方案革新，实现场景全覆盖、能源全兼容、 | | 技术全链路布局。 | | 介绍下在这个领域的重点子公司北京华源泰盟节能设备有 | | 限公司。该公司被认定为国家级专精特新"小巨人"企业， 坐 | | 拥吸收式大温差换热机组、烟气余热回收机组、首站余热回收机 | | 组、MVR技术四大核心技术群，截至2024年末，共授权专利96项， | | 软著33项。"吸收式换热器"获评国家制造业单项冠军产品，参 | | 编《吸收式换热器》国家标准。"基于吸收式换热的集中供热技 | | 术"荣获国家技术发明奖（二等奖）。"基于低品位余热利用的大 | | 温差长输供热技术"入选国家绿色技术推广目录。"高盐废水 MVR | | 蒸发结晶处理技术装备"入选《国家鼓励发展的重大环保技术装 | | 备目录》。 "基于吸收式换热的热电联产集中供热技术""基于 | | 喷淋换热的燃煤烟气余热深度回收和消白技术""电厂用低压驱 | ...

Group 1: Company Business Overview - The company provides advanced system solutions and lifecycle services in the energy and power sectors, focusing on compressors and heat exchangers, covering a temperature range of -271°C to 200°C [2] - Key products include various types of compressors (screw, centrifugal, absorption, piston, and scroll), industrial heat pumps, energy storage devices, vacuum freeze-drying equipment, and marine refrigeration equipment [2] - The company has a mature supply of magnetic suspension compressors, which have been applied in venues for the Beijing Winter Olympics [2] Group 2: Applications in Nuclear Fusion - The company has developed helium compressors for superconducting magnets used in nuclear fusion devices, which operate at near absolute zero temperatures (-269°C) [2] - In 2016, the company successfully developed helium compressors for a large low-temperature refrigeration system at the Chinese Academy of Sciences, capable of achieving temperatures close to absolute zero (-273.15°C) [2] Group 3: Data Center Solutions - The company provides cooling equipment for data centers through its subsidiaries, including variable frequency centrifugal chillers and air-cooled screw chillers [3] - Products have been successfully implemented in major data centers across China, including the National Supercomputing Center and various telecommunications data centers [3] Group 4: Nuclear Power Industry Products - The company focuses on core scenarios in nuclear power, developing technologies for nuclear island cooling and heat recovery [4] - It has provided services to multiple nuclear power stations in China, including Hongyanhe and Ningde [4] Group 5: Industrial Heat Management - The company has launched comprehensive solutions for industrial heat control, integrating multi-source and multi-level system technologies [4] - A subsidiary has been recognized as a national-level "little giant" enterprise, holding 96 patents and 33 software copyrights [4] Group 6: Marine Economic Products - The company specializes in ship refrigeration systems, providing solutions for deep-sea fishing and seafood processing industries [4] - It has developed low-carbon energy systems for marine applications, including LNG cold energy recovery and carbon capture systems [4] Group 7: Awards and Recognition - The company's marine green energy equipment and system integration technology won the 2024 Shandong Province Equipment Manufacturing Technology Progress Award [5]

Group 1: Company Overview and Product Offerings - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with products including compressors and heat exchangers, operating within a temperature range of -271°C to 200°C [2]. - Key products include various types of compressors (screw, centrifugal, absorption, piston, and vortex), industrial heat pumps, energy storage devices, vacuum freeze-drying equipment, and marine refrigeration equipment [2]. - The company has a mature supply of magnetic suspension compressors, which have been applied in venues for the Beijing Winter Olympics [2]. Group 2: Applications in Various Industries - The company serves multiple sectors, including food freezing and refrigeration, cold chain logistics, chemical production, artificial intelligence environments, and industrial cooling systems [2]. - Products are also utilized in commercial air conditioning for rail transport, public venues, and data centers, as well as in energy, power, and cleanroom applications [2]. - The company has successfully provided cooling solutions for numerous data centers, including major projects in North America, Australia, Southeast Asia, and the Middle East [3]. Group 3: Innovations in Nuclear Fusion and Data Centers - The company has developed helium compressors for superconducting magnets used in nuclear fusion devices, maintaining extremely low temperatures [2]. - In 2016, the company successfully developed helium compressors for a large low-temperature refrigeration system at the Chinese Academy of Sciences [2]. - The company’s products for data centers include variable frequency centrifugal chillers and integrated natural cooling systems, recognized in the national green data center technology directory [3]. Group 4: Nuclear Power Industry Contributions - The company focuses on cooling and heating solutions for nuclear power plants, providing innovative technologies for safe and efficient energy use [3]. - It has supported several nuclear power stations in China, including those in Ningde and Yangjiang, with advanced cooling systems [3]. - The company is a key player in the nuclear island cooling market, with over 20 years of experience in nuclear service [3]. Group 5: Industrial Heat Management Solutions - The company has launched an "Industrial Comprehensive Heat Control Solution" to address the challenges of energy efficiency and carbon reduction [4]. - It integrates advanced technologies for high-temperature and wide-temperature range heat pumps, promoting efficient energy recovery and utilization [4]. - The company’s subsidiary, Beijing Huayuan Taime Energy Saving Equipment Co., has been recognized as a national-level specialized "little giant" enterprise, holding 96 patents and 33 software copyrights [4].

Group 1 - The core focus of the company is to provide advanced system solutions and full lifecycle services in the energy and power sectors, primarily through compressors and heat exchange devices [1] - The company has successfully developed a helium compressor for ultra-low temperatures, which is applied in magnetic confinement controlled nuclear fusion devices [1] - The company supplies cooling equipment and heat exchange devices for data centers, with several products listed in the national advanced applicable technology product catalog for green data centers [1] Group 2 - The company is concentrating on nuclear island cooling and nuclear energy heating scenarios, having developed a series of innovative technologies that serve multiple nuclear power plants [1] - Shenzhen Yuanwangjiao Investment Management Company was established in December 2014, with a core team consisting of experienced professionals from public funds and senior management of listed companies [2] - The investment management company has received multiple industry awards, including the China Securities Journal's "Golden Bull Award" for three-year private equity management company (stock strategy) in 2019 [2]

Group 1 - A total of 17 companies were investigated by funds, with Ice Wheel Environment, New Coordinates, and AVIC Shenfei receiving the most attention [1][2] - Ice Wheel Environment was the most popular, with 28 funds participating in its investigation, followed by New Coordinates with 20 funds and AVIC Shenfei with 13 funds [1][2] - The companies investigated belong to various sectors, with the automotive industry having the highest representation at 3 companies, followed by defense and military, and power equipment with 2 companies each [1] Group 2 - Among the companies investigated, 2 have a total market capitalization exceeding 500 billion, with AVIC Shenfei being one of them, while 8 companies have a market cap below 100 billion [1] - All investigated stocks have risen in the past 5 days, with Ice Wheel Environment, New Coordinates, and He Yuan Gas showing the highest increases of 13.16%, 12.87%, and 11.20% respectively [1][2] - In terms of net capital inflow over the past 5 days, AVIC Shenfei attracted 469 million yuan, followed by New Coordinates and Ice Wheel Environment with inflows of 86.08 million yuan and 74.84 million yuan respectively [2]

| | □特定对象调研 □媒体采访 | □分析师会议 □业绩说明会 | | --- | --- | --- | | 投资者关系 | | | | 活动类别 | □新闻发布会 | √路演活动 | | | □现场参观 | □其他 | | | 陆家嘴国际信托 | 胡瑞丽 | | | 招银理财 | 张英 | | | 红土创新基金 | 郑伟佳 | | | 融通基金 | 钱佳兴 | | | 远望角投资 | 田慧蓝 | | | 太平基金 | 王达婷 | | | 银华基金 | 范昭楠 | | | 平安基金 | 翟森 | | | 全天候 | 曾雨 | | | 广发证券 | 赵靓、喻银军、周锦波 | | | 博时基金 | 虞志豪 | | | 招商基金 | 张林 | | | 兴业基金 | 颜格 | | | 南方基金 | 刘祎 | | | 广发证券 | 朱宇航、吴星钰、包青青 | | | 斌诺资产 | 鲁银芝 | | 参与单位名称 | 合远基金 | 庄琰 | | 及人员姓名 | 中邮基金 | 綦征 | | | 博时基金 | 高鑫 | | | 源乐晟 | 晏梓航 | | | 惠理基金 | 高云波 | | | 广发证券 | 汪家豪、晏希赟 ...

Key Points Summary of Ice Wheel Environment Conference Call Company Overview - Ice Wheel Environment primarily produces special compressors and heating devices, providing temperature control and pressure management functions across a temperature range from -271°C to +200°C [3][4] - The company experienced a decline in revenue and profit in Q1 2025 due to a high base from Q1 2024, but the decline narrowed in Q2 2025 [2][3] Industry Insights - Ice Wheel Environment's products account for approximately 6% of the total investment value in data center construction, which includes civil engineering and server equipment [5] - The demand for data centers is significantly tighter overseas, particularly in the U.S., where the company is adapting its production capacity to meet this demand [2][6] - The company has seen a 187% increase in orders from its U.S. factory from January to May 2025 [2][7] Product Applications - In the data center sector, Ice Wheel Environment offers cooling machines and heat exchange devices, including variable frequency centrifugal chillers and air-cooled screw chillers, which are recognized in the national green data center technology directory [4] - The company also provides various heat exchangers, including evaporative condensers and closed cooling towers, with low-carbon energy-saving technologies being highlighted [4] Nuclear Power and Advanced Technologies - Ice Wheel Environment's subsidiary, Vambush, is a global supplier of nuclear refrigerants and has been involved in multiple nuclear power projects in China [9][10] - The company has made significant advancements in the field of controlled nuclear fusion, supplying helium compressors that achieve ultra-low temperatures of -269°C [12][13] Market Trends and Growth Areas - The cold chain logistics equipment sector has seen significant growth due to local government debt optimization and project restarts, with new markets emerging in pet food and central kitchen systems [15] - Liquid cooling technology is gaining traction, with Ice Wheel Environment developing liquid cooling system heat exchangers to support various end configurations [16][18] - The AIDC sector has experienced a 187% increase in orders from January to May 2025, with a total of 1 billion yuan in orders secured [19] Competitive Landscape - Ice Wheel Environment differentiates itself from competitors like Danfoss by offering a range of cooling machines suitable for different scenarios, including magnetic levitation centrifugal, high-pressure variable frequency screw, and air-cooled screw machines [8] Strategic Partnerships and Collaborations - The company collaborates with major domestic players such as Huawei, Alibaba, Tencent, and Baidu on various projects, including cloud computing data centers [21] - Ice Wheel Environment has also expanded its overseas market presence in regions like North America, the Russian-speaking area, India, Bangladesh, and Malaysia [28] Financial Performance and Order Trends - The company has seen a shift in its order composition, with a significant increase in overseas orders compared to the previous year [23] - The industrial heat management sector and cold chain equipment have shown growth, while the energy and chemical equipment sectors have remained stable [30][31] Future Outlook - Ice Wheel Environment is exploring potential joint ventures to expand production capacity, particularly in the U.S. market, while leveraging its Chinese base for additional support [32][33][34]

Group 1: Company Overview and Product Offerings - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with products including compressors and heat exchangers, operating within a temperature range of -271°C to 200°C [3] - The company has developed a full range of magnetic levitation compressor products, showcasing significant technical advantages and market performance, particularly highlighted during the Beijing Winter Olympics [3] - Key industries served include food freezing and refrigeration, chemical production, commercial air conditioning, and industrial special air conditioning [3] Group 2: Innovations in Nuclear Fusion and Cooling Technologies - The company has successfully developed helium compressors for superconducting magnets used in nuclear fusion devices, maintaining extremely low temperatures [3] - In 2016, the company supplied helium compressors for a national laboratory's low-temperature refrigeration system, achieving near absolute zero conditions [3] - The company has also introduced innovative cooling technologies for nuclear power plants, focusing on core cooling and heat recovery solutions [4][5] Group 3: Data Center Solutions - The company provides cooling equipment for data centers, including variable frequency centrifugal chillers and integrated natural cooling systems, recognized in the national green data center technology directory [3][4] - Successful projects include collaborations with major data centers across China and partnerships with local integrators in North America, Australia, Southeast Asia, and the Middle East [4] Group 4: Industrial Heat Management - The company has launched an "Industrial Comprehensive Heat Control Solution," integrating advanced heat pump technologies for efficient energy recovery and utilization [6] - The subsidiary Beijing Huayuan Taimao has been recognized as a national-level specialized "little giant" enterprise, holding 96 patents and 33 software copyrights [6] - The company’s technologies have been included in national energy-saving technology directories and have received multiple awards for innovation and environmental impact [6] Group 5: Strategic Outlook - The company aims to maintain strategic focus and high-quality growth amidst market fluctuations, emphasizing long-term commitment and operational excellence [6]

Group 1: Company Business Overview - The company provides advanced system solutions and lifecycle services in the energy and power sectors, focusing on compressors and heat exchange devices, managing temperature control and pressure across a range of -271°C to 200°C [2] - Key products include various types of compressors (screw, centrifugal, absorption, piston, and scroll), industrial heat pumps, energy storage devices, vacuum freeze-drying equipment, and marine refrigeration equipment [2] - The company has a mature supply of magnetic suspension compressors, which have been applied in venues for the Beijing Winter Olympics [2] Group 2: Applications in Various Industries - Products are utilized in food freezing and cold chain logistics, chemical production, industrial cooling systems, commercial air conditioning, and special industrial air conditioning [2] - The company has developed helium compressors for superconducting magnets used in nuclear fusion devices, maintaining temperatures close to absolute zero (-269°C) [2] - The company’s products are also applied in data centers, providing cooling equipment and heat exchange devices, with successful implementations in several major data centers across China and overseas [3] Group 3: Nuclear Power Sector Engagement - The company focuses on nuclear island cooling and heat recovery technologies, providing solutions for the safe and efficient operation of nuclear power plants [4] - Recent projects include innovations in cooling systems and heat recovery for various nuclear power stations in China [4] Group 4: Carbon Capture and Industrial Heat Management - The company is a leader in carbon capture equipment, having established a fully operational carbon capture project in Yantai [5] - In response to national carbon neutrality goals, the company has launched an "Industrial Full-Field Heat Control Comprehensive Solution" to enhance energy efficiency and resource utilization [5] Group 5: Deep Sea Technology and Hydrogen Energy - The company provides comprehensive solutions for deep-sea fishing and seafood processing, focusing on rapid freezing and preservation systems [6] - In the hydrogen energy sector, the company has developed a full range of compressors for hydrogen production, transportation, and usage, awaiting large-scale national application [6] Group 6: Financial Performance and Future Outlook - In 2024, the company's overseas revenue was approximately $2 billion, accounting for nearly 30% of total revenue [6] - The company aims for high-quality growth by focusing on strategic initiatives and operational improvements, despite a challenging market environment [6]