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 要内容介 绍 从营收角度看，前三季度低温制冷板块略有下滑，降幅逐季收敛； 特种空调和热管理板块同比增长。 二、讨论了公司产品在数据中心包括液冷系统的应用及产能情 况 公司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（DUNHAM-BUSH）跻身欧美系暖通空调一线梯队， 已有131年历史。"变频离心式冷水机组""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》，其中，"变频离心式冷水机组"包含"高压变频离心式 冷水机组"和"磁悬浮变频离心式冷水机组"。国内已成功服务了国 家超级计算广州中心（天河二号）、中国移动（贵州）大数据中心、 中国联通西安数据中心、北京四季青数据中心、上海交通银行数据处 理中心、恒丰银行总部数据中心、北京中信银行数据中心、杭钢集团 云计算数据中心、淮海大数据产业园、深圳梅林数据中心、数字福州 云计算中心、武汉大数据产业中心、浙江之江国家实验室等诸多项目。 在海外，与多家本土专业集成商 ...

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 编号：【2025】第 084 号 | 投资者关 | √特定对象调研 | □分析师会议 | | --- | --- | --- | | | □媒体采访 | □业绩说明会 | | 系 | □新闻发布会 | □路演活动 | | 活动类别 | □现场参观 | □其他 | | 参与单位 | | | | 名称 | | 博时基金李喆、陈曦、蔡宗延、郭永升、包江麟 | | 及人员姓 | | | | 名 | | | | 时间 | 2025 年 12 月 4 日 | | | 地点 | 公司会议室 | | | 上市公司 | | | | 接 | 董事会秘书孙秀欣 | | | 待人员姓 | | | | 名 | | | 活动期间谈论的主要内容如下： 顿汉布什公司（DUNHAM-BUSH）跻身欧美系暖通空调一线梯队， 已有131年历史。"变频离心式冷水机组""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》，其中，"变频离心式冷水机组"包含"高压变频离心式 冷水机组"和"磁悬浮变频离心式冷水机组"。国 ...

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 编号：【2025】第 083 号 | 投资者关 | √特定对象调研 | □分析师会议 | | --- | --- | --- | | | □媒体采访 | □业绩说明会 | | 系 | □新闻发布会 | □路演活动 | | 活动类别 | □现场参观 | □其他 | | | 鹏扬基金许颖婕、长江证券贾少波 | | | 参与单位 名称 | | | | 及人员姓 | | | | 名 | | | | 时间 | 2025 年 12 月 3 日 | | | 地点 | 腾讯会议 | | | 上市公司 | | | | 接 | 董事会秘书孙秀欣 | | | 待人员姓 | | | | 名 | | | 活动期间谈论的主要内容如下： 一、讨论了业务情况和产业板块 公司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。具体有螺杆式压缩机、 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 ...

Group 1 - The core viewpoint of the article highlights that the magnetic levitation centrifugal chillers are increasingly being utilized in the cooling systems of data centers due to their characteristics such as "oil-free, zero friction," "high energy efficiency," and "intelligent features" [2] - The company Dunham-Bush, a subsidiary of the main company, is recognized as an experienced supplier of cooling units for data centers, indicating a strong market presence [2] - There is a noted increase in the market share of this type of cooling unit based on this year's market practices, suggesting a growing demand in the industry [2]

Core Viewpoint - The company Ice Wheel Environment (000811.SZ) highlights the increasing application of magnetic levitation centrifugal chillers in data centers, emphasizing their features such as "oil-free, zero friction," "high energy efficiency," and "intelligent technology" that meet the stringent cooling requirements of data centers [1] Group 1 - The magnetic levitation centrifugal chillers are specifically designed for the cooling process in data centers [1] - The company’s subsidiary, Dunhan Bush, is an experienced supplier of cooling units for data centers [1] - There is a growing market share for this type of cooling unit based on this year's market practices [1]

Core Viewpoint - The company Ice Wheel Environment (000811.SZ) highlights the increasing application of magnetic levitation centrifugal chillers in data centers, emphasizing their features such as "oil-free, zero friction," "high energy efficiency," and "intelligent technology" that meet the stringent cooling requirements of data centers [1] Group 1 - The magnetic levitation centrifugal chillers are specifically designed for the cooling process in data centers [1] - The company’s subsidiary, Dunhan Bush, is an experienced supplier of cooling units for data centers [1] - There is a growing market share for this type of cooling unit based on this year's market practices [1]

Group 1: Company Insights - The report highlights Ice Wheel Environment (000811) as a leading player in industrial refrigeration equipment, driven by AIDC and nuclear power business growth [5] - The company is experiencing accelerated demand in the data center sector due to a surge in AI computing needs, having served numerous domestic and international data center clients [5] - Revenue projections for Ice Wheel Environment are estimated at 6,959 million, 7,849 million, and 8,637 million yuan for 2025, 2026, and 2027 respectively, with corresponding growth rates of 4.9%, 12.8%, and 10.0% [5] Group 2: Industry Trends - The cosmetics industry is characterized by stability and new developments, with a focus on strong brand groups that can enhance market share and profit realization [6] - The medical beauty sector is expected to maintain a favorable outlook, particularly in segments like PDRN, recombinant collagen, and hair loss treatment, which are anticipated to have a better competitive landscape [6] - The light industry is witnessing a trend of companies accelerating their overseas expansion, leading to higher profit margins and improved competitive dynamics in foreign markets [9][10] Group 3: Market Dynamics - The macroeconomic report indicates that recent fluctuations in the US stock market are attributed to a combination of Federal Reserve interest rate expectations and uncertainties in industry outlooks, but the medium-term trend remains positive [7] - The strategy report suggests focusing on large-cap consumer stocks, particularly in food and beverage, travel services, and transportation sectors, as these are expected to perform well in December due to improved liquidity and stable earnings [8] - The light industry report emphasizes the shift from passive to active overseas market exploration, highlighting opportunities in capacity, product, and brand expansion [10]

Financial Performance - In Q3 2025, the company achieved a revenue of CNY 1.72 billion, a year-on-year increase of 6.88%, and a net profit attributable to shareholders of CNY 160 million, up 13.54% [3] - For the first three quarters, total revenue was CNY 4.83 billion, a decline of 2.45% year-on-year, with a net profit of CNY 428 million, down 9.68% [3] 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, operating in a temperature range of -271°C to 200°C [3] - Key product categories include screw compressors, centrifugal compressors, absorption chillers, piston compressors, and industrial heat pumps [3] Market Applications - Products are widely used in various sectors such as food processing, cold chain logistics, industrial refrigeration, and special air conditioning for data centers and nuclear power [4] - The low-temperature refrigeration segment saw a slight decline, while special air conditioning and thermal management segments experienced growth [4] Data Center Solutions - The company’s subsidiaries provide cooling equipment for data centers, including evaporative condensers and heat exchange devices [4][6] - Notable projects include collaborations with major data centers across China and partnerships with local integrators in North America, Australia, and Southeast Asia [5][6] Nuclear Power Sector - The company is actively involved in the nuclear power industry, focusing on core applications such as nuclear island cooling and heat recovery [6][7] - Recent projects include supplying cooling systems for several nuclear power stations in China [7] Thermal Management Innovations - The company is advancing in thermal management technologies, particularly through its subsidiary, which specializes in industrial heat pumps and waste heat recovery systems [8] - The company has been recognized for its innovative technologies, including awards for its absorption heat exchangers and low-temperature heat recovery systems [8] Joint Ventures and Collaborations - The company collaborates with Yantai Modern Ice Wheel Heavy Industry, focusing on gas-fired power generation waste heat boilers and partnerships with global firms like GE and Siemens [8]

Core Viewpoint - The company has completed the repurchase and cancellation of 160,160 restricted stocks as part of its 2023 incentive plan, which represents 0.02% of the total share capital before the cancellation [2][20]. Summary by Sections Repurchase and Cancellation Details - The repurchase involves 11 incentive targets, with a total repurchase amount of 935,871.60 yuan [2][18]. - After the cancellation, the company's total share capital decreased from 992,638,145 shares to 992,477,985 shares [3][20]. Approval Process - The company held several meetings to approve the 2023 restricted stock incentive plan, including board and supervisory meetings on July 14, 2023, and a temporary shareholders' meeting on July 31, 2023 [5][6]. - The plan received approval from the Yantai State-owned Assets Supervision and Administration Commission on July 19, 2023 [4]. Reasons for Repurchase - The repurchase was necessitated by the resignation of one incentive target and the retirement of four others, leading to the cancellation of 160,160 shares [9][10]. - The performance evaluations of seven incentive targets resulted in a "C" rating, which affected their ability to unlock their shares [11]. Adjustments to Repurchase Quantity and Price - The repurchase quantity was adjusted due to capital increases and stock dividends, resulting in a new total of 160,160 shares to be repurchased [12][13]. - The adjusted repurchase price is set at 5.77 yuan per share after accounting for dividends and capital increases [17]. Financial Impact - The total amount for the repurchase is sourced from the company's own funds, amounting to 935,871.60 yuan [18]. - The cancellation of shares will not materially affect the company's financial status or operational results, nor will it impact the stability and motivation of the management team [22].

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、本次回购注销的限制性股票为公司 2023 年限制性股票激励计划已授予 的部分限制性股票，涉及 11 名激励对象，数量为 160,160 股，占本次注销前公 司总股本的 0.02%。本次回购资金总额为 935,871.60 元。 2、回购注销完成后，公司总股本由 992,638,145 股变更为 992,477,985 股。 冰轮环境技术股份有限公司（以下简称"公司"） 于 2025 年 9 月 4 日召 开董事会 2025 年第四次会议和监事会 2025 年第四次会议，审议通过了《关于调 整限制性股票回购数量、回购价格并回购注销部分限制性股票的议案》，具体内 容详见公司于 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 网站披露的《冰轮环境技术股份有限公司关于调整限制性股 票回购数量、回购价格并回购注销部分限制性股票的公告（公告编号：2025-023）。 本次回购事项已经公司 2025 年第一次临时股东会审议通过，现将相关事项公告 如 ...