Moon Environment Technology (000811)
Search documents
冰轮环境:为核电站提供核岛制冷机全系列产品,是核岛制冷机品种最全的生产厂家
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-29 08:22
Group 1 - The core viewpoint of the article highlights that the company, Ice Wheel Environment, emphasizes its subsidiary, Dunhan Bush, as a leading global service provider for nuclear island refrigeration systems with over 20 years of experience in nuclear power services [1] - Dunhan Bush is a key contributor to the development of national standards for refrigeration equipment in nuclear air and gas treatment, specifically the "Standards for Ventilation, Air Conditioning, and Air Purification Part 18: Refrigeration Equipment" issued by the National Energy Administration [1] - The company claims to have the most comprehensive range of refrigeration products applicable in various areas of nuclear islands, indicating a strong market position in this specialized sector [1]
冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20260129
2026-01-29 08:14
Group 1: Business Overview and Product Applications - The company focuses on 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°C to 200°C [3] - Products are widely used in various industries such as food processing, cold chain logistics, industrial refrigeration, and commercial air conditioning [3] - Specific applications include data centers, nuclear power, and industrial heat management, showcasing the versatility of the company's offerings [4][6][10] Group 2: Data Center and Cooling Systems - The company’s Dunham-Bush subsidiary provides cooling equipment for data centers, including variable frequency centrifugal chillers and integrated natural cooling systems [4] - Successful projects include major data centers for China Mobile and China Unicom, with ongoing collaborations in North America and Southeast Asia [4] - The proportion of centrifugal chillers, especially magnetic levitation types, is increasing in the IDC market, indicating a shift in technology preference [6] Group 3: Nuclear Power Applications - The company has developed innovative technologies for nuclear power, focusing on core scenarios like nuclear island cooling and heat recovery [6][7] - Recent projects include supplying cooling solutions for multiple nuclear power stations across China, enhancing safety and efficiency [7] Group 4: Heat Recovery and Energy Management - The company’s heat management segment is aligned with national carbon reduction policies, offering industrial heat pumps and waste heat recovery technologies [8][10] - The Beijing Huayuan Taima subsidiary has been recognized as a national-level "little giant" enterprise, holding numerous patents and awards for its technologies [8][9] Group 5: Future Growth and Market Potential - The company anticipates significant revenue growth, projecting over 7 billion in 2024 and approximately 10 billion in 2025 from its HRSG products [8] - The demand for energy-efficient technologies is expected to increase due to government policies promoting carbon neutrality, positioning the company favorably for future opportunities [10] Group 6: Aerospace and Fusion Technology - The company produces liquefaction systems for aerospace fuels, including hydrogen and methane, and has developed a helium compressor for superconducting magnet cooling in fusion research [11][12] - The helium compressor has been recognized as a significant technological advancement in the energy sector, supporting major scientific research projects [11]
冰轮环境:公司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等创新技术
Zheng Quan Ri Bao Wang· 2026-01-27 13:12
Core Viewpoint - The company, Ice Wheel Environment, is focusing on innovative technologies in the nuclear power sector, particularly in cooling systems and energy utilization, in response to the accelerated pace of national nuclear power construction [1] Group 1: Company Innovations - The company has developed a series of innovative technologies for nuclear island cooling, including passive cooling systems and heat recovery solutions, aimed at ensuring the safe and efficient operation of nuclear power plants [1] - The company has successfully served multiple nuclear power stations across China, including Hongyanhe, Ningde, and Yangjiang, among others [1] - The company’s subsidiary has created a passive cooling system for the containment area, which is being supplied to the world's first commercial fourth-generation high-temperature gas-cooled reactor [1] Group 2: Industry Developments - The company’s subsidiary, Dunhan Bush, is a leading service provider for nuclear island refrigeration, with over 20 years of experience and involvement in drafting national standards for refrigeration equipment [1] - Recent projects include winning a bid for a cooling system for a floating small modular reactor, marking a significant step in the development of distributed energy from small reactors in China [1] - The company’s collaboration with Tsinghua University has led to advancements in technologies for seawater desalination and long-distance heating using nuclear energy, which have been applied in the "Warm Nuclear No. 1" project [1]
冰轮环境:公司陆续为多家科研院所供应氦气压缩机
Zheng Quan Ri Bao Wang· 2026-01-27 13:12
Core Viewpoint - The company, Ice Wheel Environment, has developed a helium compressor for superconducting magnets used in magnetic confinement nuclear fusion devices, filling a domestic gap in technology and contributing to significant scientific research projects [1] Group 1: Technology Development - The company successfully developed a helium compressor for ultra-low temperature applications in 2016, which is crucial for maintaining the cooling cycle and extremely low temperature environment required for superconducting magnets [1] - The helium compressor is part of a large low-temperature refrigeration system that can achieve temperatures close to absolute zero (-273.15°C) [1] Group 2: Industry Impact - The National Energy Administration recognized the company's helium compressor as part of the "first batch of 26 major technological equipment projects in the energy sector," aimed at enhancing the security of the industrial supply chain and technological self-reliance [1] - The company has supplied helium compressors to multiple research institutions, contributing to major national frontier scientific research projects [1]
冰轮环境:烟台现代冰轮重工有限公司2024年营收逾7亿元,2025年约10亿元
Zheng Quan Ri Bao Zhi Sheng· 2026-01-27 13:11
Core Viewpoint - The company, Ice Wheel Environment, has a competitive edge in the market due to its joint venture with Yantai Modern Ice Wheel Heavy Industry Co., Ltd., which produces heat recovery steam generators (HRSG) for combined cycle gas power plants, leveraging technology from South Korea's Hyundai Heavy Industries [1] Group 1: Company Overview - Yantai Modern Ice Wheel Heavy Industry Co., Ltd. was established in 2004 and has partnered with major companies like GE, Siemens, and Mitsubishi, showcasing a strong portfolio of projects globally [1] - The company anticipates revenue exceeding 700 million yuan in 2024 and approximately 1 billion yuan in 2025, indicating significant growth potential [1] Group 2: Market Demand and Capacity - There has been a robust market demand over the past year, leading to the completion of a new factory, which is currently ramping up production capacity [1]
冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20260127
2026-01-27 07:14
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, covering a temperature range of -271°C to 200°C [3] - Products are widely used in various industries such as food processing, cold chain logistics, industrial refrigeration, commercial air conditioning, and energy recovery systems [3] - The company has developed innovative technologies for nuclear power applications, including cooling systems and heat recovery solutions, supporting multiple nuclear power stations in China [6][7] 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 integrated natural cooling systems, with successful projects in both domestic and international markets [4] - The proportion of centrifugal chillers, especially magnetic levitation types, is increasing in the IDC market, while the proportion of screw chillers is decreasing [6] - The company has established a global after-sales service system supported by overseas manufacturing bases [6] Group 3: Heat Recovery and Energy Management - The company’s heat management segment focuses on industrial heat pumps and has been recognized as a national-level specialized "little giant" enterprise, with 96 patents and 33 software copyrights [8] - The company’s technologies for waste heat recovery and high-temperature heat pumps are aligned with national carbon neutrality policies, providing long-term demand certainty [10] - The company’s absorption heat exchangers and other technologies have received multiple national awards and recognitions for their energy-saving capabilities [9] Group 4: Aerospace and Fusion Energy Applications - The company produces liquefaction units for aerospace fuels, including hydrogen and methane, and has developed a helium gas compressor for superconducting magnet cooling systems used in controlled nuclear fusion [11][12] - The helium gas compressor is recognized as a significant technological equipment project by the National Energy Administration, supporting major scientific research projects [11] Group 5: Financial Projections and Market Demand - The joint venture with Yantai Modern Ice Wheel Heavy Industry is projected to generate revenues of over 700 million in 2024 and approximately 1 billion in 2025, driven by strong market demand [7]
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
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-01-26 23:35
Core Viewpoint - The company announced a share reduction plan by its directors and senior management, which is in compliance with relevant laws and regulations, and will not affect the company's control or governance structure [2][3]. Group 1: Share Reduction Plan - The company disclosed that directors Zhao Baoguo, Shu Jianguo, Lu Shaobin, and Jiao Yuxue plan to reduce their holdings by 227,500 shares, representing 0.0229% of the total share capital, within a three-month period starting from October 24, 2025 [2]. - The reduction will be executed through centralized bidding or block trading methods [2]. - The implementation of this reduction plan aligns with the Securities Law and the Shenzhen Stock Exchange's regulations, and the company has fulfilled its information disclosure obligations [2][3]. Group 2: Compliance and Impact - The share reduction does not violate any commitments made by the directors and will not lead to a change in company control or significantly impact the company's governance and ongoing operations [3]. - The company has received confirmation letters from the directors regarding the implementation of the share reduction plan [4].
冰轮环境分析师会议-20260126
Dong Jian Yan Bao· 2026-01-26 15:28
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 | ...
冰轮环境: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,减持计划期限届满
Mei Ri Jing Ji Xin Wen· 2026-01-26 09:48
Group 1 - The company, Ice Wheel Environment, announced on January 26 that shareholders Zhao Baoguo, Shu Jianguo, Lu Shaobin, and Jiao Yuxue collectively reduced their holdings by approximately 220,000 shares, which represents 0.0226% of the company's total shares. This reduction plan has reached its deadline [1] Group 2 - International gold prices have surpassed $5,000, marking a 280% increase over the past seven years. Experts suggest that the key factors influencing this trend include the performance of the US dollar, the international monetary system, interest rate cuts, and technological revolutions [1]
冰轮环境(000811) - 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
2026-01-26 09:31
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 ...