9月25日，冰轮环境技术股份有限公司接待了Fidelity富达基金、长江证券、长城财富等4家机构的调 研。本次调研围绕公司产品布局、应用场景及业务发展等方面展开。 据冰轮环境《投资者关系活动记录表》显示，此次投资者关系活动类别为分析师会议，时间为2025年9 月25日，地点在腾讯会议及公司会议室。上市公司接待人员为董事会秘书孙秀欣。 核电行业方面，国家核电建设提速，公司聚焦核岛冷却等核心场景，研发多项创新技术，旗下多家子公 司在核电领域各有专长，服务众多核电站项目。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 点击查看公告原文>> 责任编辑：小浪快报 公司致力于能源和动力领域，提供先进系统解决方案与全生命周期服务。主要产品包括压缩机与换热装 ...

Core Viewpoint - The company, Ice Wheel Environment (000811), highlights the acceleration of nuclear power construction in China, focusing on innovative technologies for nuclear island cooling and energy supply [1] Company Summary - Ice Wheel Environment is concentrating on core scenarios such as nuclear island cooling and nuclear energy heating, having developed a series of innovative technologies including nuclear island cooling, waste heat recovery, and non-powered air coolers within safety shells [1] - The company has provided services to several nuclear power stations in China, including Hongyanhe, Ningde, Yangjiang, Fangchenggang, Haiyang, Xudabao, Sanmen, Lufeng, Taipingling, Cangnan, Shidao, and Bailong [1] Industry Summary - The recent signals from the national nuclear power construction indicate a speeding up of projects, which may present new opportunities for companies involved in nuclear energy technologies [1]

Group 1: Business 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, 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: Applications and Market Segments - Products are widely used in sectors such as food processing, cold chain logistics, industrial cooling systems, and special environments like aerospace and mining [3] - The company has successfully served numerous data centers in China and abroad, including major projects like the National Supercomputing Center and various banking data centers [3][4] - The company’s cooling solutions for data centers include advanced technologies recognized in the national green data center product directory [4] Group 3: Industrial Heat Management and Nuclear Power - The company is a pioneer in industrial heat pump technology, focusing on clean, low-carbon energy systems and offering comprehensive heat control solutions [4] - In the nuclear power sector, the company has developed innovative technologies for cooling and heat recovery, supporting the safe and efficient operation of nuclear power plants [4][5] - The company has extensive experience in providing cooling solutions for various nuclear power stations across China [5]

Group 1: Business 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, 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: Applications and Market Reach - Products are widely used in sectors such as food processing, cold chain logistics, industrial cooling systems, and commercial air conditioning [3] - The company has successfully served numerous data centers in China and abroad, including major projects like the National Supercomputing Center and various banking data centers [3][4] - The company’s cooling equipment for data centers includes advanced technologies recognized in the national green data center product directory [3][4] Group 3: Industrial Heat Management - The company is a pioneer in industrial heat pump technology, focusing on creating comprehensive solutions for energy efficiency and waste heat recovery [4] - The strategy aligns with national carbon reduction goals, emphasizing the integration of multi-source and multi-level system technologies [4] Group 4: Nuclear Power Industry Applications - The company has developed innovative technologies for nuclear power cooling and heat recovery, supporting the safe and efficient operation of nuclear power plants [4][5] - It has provided services to several nuclear power stations in China, enhancing its reputation in the nuclear energy sector [4][5] - Collaborations with academic institutions have led to advancements in technologies for nuclear energy utilization, including seawater desalination [5]

Core Business Overview - The company's core business includes cold chain equipment, energy and chemical equipment, central air conditioning, and energy-saving heating, while leveraging its compressor technology to expand into hydrogen energy, CCUS, and natural gas compression equipment [1] - Products are widely used in various sectors such as food and agricultural product freezing and processing, cold chain logistics, industrial refrigeration systems, commercial air conditioning, and special industrial air conditioning [1] Market Outlook - The main business is expected to reach an inflection point, with a mild recovery in domestic commercial refrigeration and potential for overseas expansion [1] - Recent signals from the national nuclear power construction indicate a speeding up, with the company focusing on core scenarios like nuclear island cooling and heat recovery technologies [1] - Strong refrigeration demand is noted in Southeast Asia and the Middle East [1] AIDC Business Growth - The AIDC business is experiencing rapid growth, contributing to a new growth curve for the company [2] - The company’s subsidiaries provide cooling equipment for data centers and liquid cooling systems, successfully serving multiple high-profile projects in China and collaborating with local integrators in North America, Australia, Southeast Asia, and the Middle East [2] Financial Projections - The company is projected to achieve net profits of 720 million, 850 million, and 1 billion yuan from 2025 to 2027, with relative valuations of 19.7x, 16.7x, and 14.2x PE respectively [2] - Compared to similar companies in the data center cooling equipment sector, the average valuation is significantly higher, indicating a favorable investment outlook [2]

Group 1 - Tianan New Materials plans to reduce its shareholding by no more than 0.22%, totaling up to 667,000 shares, due to personal funding needs [1] - Fulongma's urban service robots are still in the initial expansion phase, primarily used for internal sanitation projects, with low external sales [1][2] - Shennma Co. intends to repurchase shares worth between 100 million and 200 million yuan, with a maximum repurchase price of 14.97 yuan per share, aiming to reduce registered capital [3] - Poly Developments plans to issue corporate bonds not exceeding 15 billion yuan, with proceeds intended for debt repayment, working capital, project construction, and acquisitions [4] - Ganli Pharmaceutical signed a significant contract for the Brazil PDP project, expected to exceed 3 billion yuan, involving the supply of insulin raw materials and injection devices over ten years [5] - Jingce Electronics' actual controller plans to transfer 5.02% of the company's shares at a price of 60.24 yuan per share [6] - ST Xingnong's shareholder intends to reduce holdings by up to 3% of the company's shares, totaling approximately 811,350 shares [7] - Zhejiang Lino plans to reduce its shareholding by up to 3.25%, involving multiple stakeholders [8] - Chuling Information holds a minor indirect stake of 0.0229% in Moer Thread through its investment in Zhongyi Fund [9] - Jinpu Titanium Industry has decided to terminate a major asset restructuring due to market uncertainties [10] - ST Lian Stone's stock will be subject to delisting risk warning following its bankruptcy reorganization application [13] - Aerospace Technology appointed Zhong Min as the new general manager [14] - Aerospace Technology's subsidiary plans to publicly transfer 50% of its intangible assets related to a drilling system [14] - Nanxing Co. plans to reduce its shareholding by up to 3.03%, with multiple executives also planning to reduce their stakes [15] - Jiangsu Guotai's actual controller is planning a non-compensatory transfer of state-owned equity, changing the actual controller to a state asset management center [16] - Yashida Optoelectronics plans to reduce its shareholding by up to 400,000 shares due to personal funding needs [17] - Yuntuo Holdings successfully acquired a 49% stake in Shenglong Mining, with plans to provide financial support for its operations [18] - Ice Wheel Environment's directors and executives plan to reduce their holdings by no more than 22,750 shares [19] - Ruijia New Materials' actual controller will change following a non-compensatory transfer of state-owned equity [20] - Zhejiang Xiantong plans to establish a joint venture with Haohai Starry Sky, investing 40 million yuan for a 10% stake [21] - Inspur Software received approval from the CSRC for a stock issuance to specific investors [22] - Chuangye Huikang's shareholder plans to reduce holdings by up to 37,038,000 shares [23]

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.本次股东会未出现否决提案的情形。 2.本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 1．冰轮环境技术股份有限公司2025年第一次临时股东会于2025年9月23日在烟台市芝罘区冰轮路1号公 司会议室召开。本次会议的召集人冰轮环境技术股份有限公司董事会已于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网站发布了召开本次股东会的通知。本次会 议采用现场表决与网络投票相结合的方式召开，会议由董事长李增群先生主持，会议的召开符合有关法 律、行政法规、部门规章、规范性文件和公司章程的规定。 2．出席本次会议的股东及股东的代理人共392人，代表股份432,375,224股，占公司有表决权股份总数的 43.5582%，其中通过网络投票出席会议的股东为392人，代表股份432,375,224股，占公司有表决权股份 总数的43.5582%。 同意64,074,103股，占出席本次股东会中小股东有效表决权股份总数的99.7760％；反对119 ...

（文章来源：证券日报） 证券日报网讯 9月23日晚间，冰轮环境发布公告称，截至本公告披露日，持有本公司股份325，000股 （占公司总股本比例0.0327%）的公司董事、总裁赵宝国先生，持有本公司股份195，000股（占公司总 股本比例0.0196%）的公司董事、常务副总裁舒建国先生，持有本公司股份195，000股（占公司总股本 比例0.0196%）的公司副总裁卢绍宾先生，持有本公司股份205，152股（占公司总股本比例0.0207%） 的公司副总裁焦玉学先生计划在本减持计划公告披露之日起15个交易日后的3个月内以集中竞价或大宗 交易方式减持公司股份227，500股（占公司总股本比例0.0229%）。 ...

Summary of Key Points Core Viewpoint - On September 23, several A-share listed companies disclosed their shareholding changes, with notable increases in holdings by some companies and reductions by others [1]. Group 1: Companies Increasing Holdings - Baba Foods: Some directors and senior management plan to further increase their shareholdings [2]. - Huakai Yibai: Luo Chun plans to increase his shareholdings by no less than 20 million yuan within six months [2]. Group 2: Companies Decreasing Holdings - Yingfang Software: Good Hope Cape and its concerted actors plan to reduce their holdings by no more than 3% [2]. - Meili Technology: Shareholder Changjiang Capital plans to reduce holdings by no more than 2,110,746 shares [2]. - Zhongtian Rocket: Shareholders plan to reduce their holdings by no more than 3% [2]. - Fangyuan Co., Ltd.: Shareholder Zhongke Ziyun plans to reduce holdings by no more than 1% [2]. - Funeng Technology: Deputy General Manager Wang Zhigang plans to reduce holdings by no more than 100,000 shares [2]. - Chaoxun Communication: The company's management has completed their reduction plan [2]. - Zhongke Jiangnan: Shareholders holding more than 5% plan to reduce holdings by no more than 1.73% [2]. - Bozhong Precision: The controlling shareholder's concerted actors have cumulatively reduced 5,495,900 shares recently [2]. - Fulongma: Former supervisor Shen Jiaqing reduced holdings by 199,600 shares [2]. - Dongtianwei: Specific shareholder Xinyu Ruitian reduced holdings by 458,900 shares from September 19 to September 22 [2]. - ST Lutong: Senior management member Zhuang Xiaozheng plans to reduce holdings by no more than 671,700 shares [2]. - Lakala: Legend Holdings has cumulatively reduced its holdings by 8,078,100 shares recently [2]. - *ST Xingnong: Shareholder Li Weihong plans to reduce holdings by no more than 3% [2]. - Tianji Co., Ltd.: Some directors and senior management plan to reduce their holdings [2]. - Yashiguangdian: Shareholders plan to reduce holdings by a total of 2.46% [2]. - Zhejiang Zhengte: Supervisor Hou Xiaohua plans to reduce holdings by no more than 275,300 shares [2]. - Binglun Environment: Some directors and senior management plan to reduce their holdings [2]. - Zhejiang Lino: The actual controller and concerted actors plan to reduce holdings by no more than 3.25% [2]. - Zhejiang Shibao: The controlling shareholder Shibao Holdings has recently reduced 1.50% of its A-share holdings [2]. - Kuaijingtong: Due to a securities repurchase contract dispute, shareholders will passively reduce holdings by no more than 1% [2]. - Nanxing Co., Ltd.: Shareholders plan to reduce holdings by no more than 3.03% [2].

人民财讯9月23日电，冰轮环境（000811）9月23日公告，公司董事、总裁赵宝国，董事、常务副总裁舒 建国，副总裁卢绍宾，副总裁焦玉学计划以集中竞价或大宗交易方式，合计减持公司股份22.75万股(占 公司总股本的0.02%)。 ...