格隆汇9月23日丨冰轮环境(000811.SZ)公布，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%）。 ...

证券代码：000811 证券简称：冰轮环境 公告编号：2025-033 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%）。 公司近日分别收到董事/高级管理人员赵宝国先生、舒建国先生、 卢绍宾先生、焦玉学先生出具的《关于股份减持计划的告知函》，现 将相关情况公告如下： | 序号 | 股东名称 | 职务 | 持股数量 | 占公司总股 | 持有无限售股 | | --- | --- | --- | --- | --- | --- | | | | | （股） | 本比例（%） | 份数量（股） | | 1 | ...

冰轮环境公告，董事赵宝国、舒建国、卢绍宾及副总裁焦玉学因个人资金需求，计划自2025年10月24日 至2026年1月23日，通过集中竞价或大宗交易方式分别减持81250股、48750股、48750股、48750股，合 计不超过22.75万股，占公司总股本0.0229%，减持价格将依据市场价格确定。 ...

关于回购注销部分限制性股票通知债权人的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记 载、误导性 陈述或重大遗漏。 证券代码：000811 证券简称：冰轮环境 公告编号：2025-032 一、通知债权人原因 冰轮环境技术股份有限公司 冰轮环境技术股份有限公司（以下简称"公司"）分别于 2025 年 9 月 4 日召开了董事会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》；2025 年 9 月 23 日召开了 2025 年第一次临时股东会，审议通过了《关于回购注销部分 限制性股票的议案》。 公司 2023 年限制性股票激励计划中的 1 名激励对象辞职，涉及限制性股票 65,000 股；4 名激励对象因退休等客观原因与公司解除劳动关系，满足第一个解 除限售期可行使时间限制（其中 1 名激励对象 2023 年度个人层面绩效考核结果 为 C），第一次解除限售后其余已获授但尚未解除限售的限制性股票 62,400 股； 7 名激励对象在公司 2023 年度个人层面绩效考核结果为 C（对应本期解除限售比 例为 0.7 ...

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%。 证券代码：000811 证券简称：冰轮环境 公告编号：2025-031 冰轮环境技术股份有限公司2025年 第一次临时股东会决议公告 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、 ...

山东睿扬(烟台)律师事务所(下称"本所")接受冰轮环境技术股份有限公司 (以下简称"公司")委托,指派本所律师列席公司 2025年第一次临时股东会,并 出具本法律意见书。 山东睿扬(烟台)律师事务所 关于冰轮环境技术股份有限公司 2025年第一次临时股东会的 Ray&Young 地址:山东省烟台市莱山区双河东路 1919 号六楼 电话: 0535-6779859 山东睿扬(烟台)律师事务所 关于冰轮环境技术股份有限公司 2025年第一次临时股东会的 法律意见书 睿扬法意字(2025)第 0200 号 致:冰轮环境技术股份有限公司 为出具本法律意见书,本所律师列席了公司2025年第一次临时股东会,查阅 了本所律师认为出具本法律意见所必须查阅的文件,对公司本次股东会的召集和召 开程序、出席会议人员资格、表决方式、表决程序的合法性、有效性进行了认真核 查。 本所及经办律师依据《中华人民共和国证券法》(以下简称《证券法》)、 《中华人民共和国公司法》〈以下简称《公司法》）、《上市公司股东会规则》 (以下简称《股东会规则》)、《律师事务所从事证券法律业务管理办法》和《律 师事务所证券法律业务执业规则》等规定及本法律意见 ...

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 key 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, piston, and industrial heat pumps, showcasing significant technological advantages and market performance [3] - The company has developed a full range of magnetic levitation compressor products, which demonstrated reliability and efficiency during the Beijing Winter Olympics project [3] Group 2: Market Applications and Industry Segments - Products are widely used in sectors such as food processing, cold chain logistics, industrial refrigeration, and special environments like aerospace and mining [3] - The company has successfully served numerous data centers in China, including major clients like the National Supercomputing Center and China Mobile, and has expanded its services to overseas markets in North America, Australia, Southeast Asia, and the Middle East [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: Nuclear Power Industry Engagement - The company is actively involved in the nuclear power sector, focusing on core applications such as nuclear island cooling and heat recovery, providing innovative technologies for safe and efficient energy use [4] - It has supplied products to several nuclear power stations in China, enhancing operational safety and efficiency [4] - The company’s subsidiary has developed a unique no-power cooling system for nuclear applications, contributing to the advancement of nuclear energy utilization technologies [4]

Investment Rating - The report maintains a positive outlook on the power and gas sectors, indicating a favorable investment environment for these industries [4]. Core Insights - In August, the average daily power generation exceeded 30 billion kilowatt-hours for the first time, with total industrial power generation reaching 936.3 billion kilowatt-hours, a year-on-year increase of 1.6% [9][57]. - The report highlights the continued growth of thermal power and the significant contribution of renewable energy sources, particularly wind and solar power, to the overall power generation increase [10][11]. - Global gas prices are experiencing narrow fluctuations, with a stable supply-demand balance in the market, particularly in the U.S. and Europe [20][29]. Summary by Sections 1. Power Generation - In August, the total power generation was 936.3 billion kilowatt-hours, with a daily average of 30.2 billion kilowatt-hours, marking a 1.6% increase year-on-year [9][57]. - The breakdown of power generation types shows thermal power at 6,274 billion kilowatt-hours (up 1.7%), hydropower at 1,479 billion kilowatt-hours (down 10.1%), nuclear power at 645 billion kilowatt-hours (up 5.9%), wind power at 738 billion kilowatt-hours (up 20.2%), and solar power at 538 billion kilowatt-hours (up 15.9%) [11][58]. - The report emphasizes the strong growth of renewable energy, with wind and solar power showing significant year-on-year increases of 20.2% and 15.9%, respectively [10][11]. 2. Natural Gas - As of September 19, the Henry Hub spot price was $2.89/mmBtu, reflecting a weekly decrease of 1.80%, while the TTF spot price in Europe remained stable at €32.00/MWh [20][21]. - The report notes that U.S. natural gas production remains high, contributing to a stable supply-demand balance and low price fluctuations [23][29]. - The LNG ex-factory price in China was 4,019 yuan/ton, with a weekly decrease of 0.84%, indicating a softening market due to weak domestic demand [41][44]. 3. Investment Recommendations - For hydropower, the report recommends companies like Guotou Power, Chuan Investment Energy, and Yangtze Power due to stable growth and financial benefits from interest rate cuts [18]. - In the renewable energy sector, companies such as Xintian Green Energy and Funi Co. are highlighted for their stable returns and high profitability [18]. - The report suggests focusing on integrated natural gas traders like New Hope Energy and Shenzhen Gas, as well as city gas companies benefiting from cost reductions [44].

Group 1: Business Overview and Product Offerings - 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℃ to 200℃ [2] - The product matrix includes various types of compressors such as screw, centrifugal, absorption chillers, piston, and industrial heat pumps, showcasing significant technological advantages and market performance [2] - The company has developed a full range of magnetic levitation compressor products, demonstrating reliability and efficiency in projects like the Beijing Winter Olympic Village [2] Group 2: Market Applications and Client Industries - Products are widely used in sectors such as food processing, cold chain logistics, industrial cooling systems, and special environments like aerospace and mining [2] - The company has successfully served numerous data centers in China, including major clients like the National Supercomputing Center and China Mobile, and has expanded its services to overseas markets in North America, Australia, Southeast Asia, and the Middle East [2][3] - The company’s cooling solutions for data centers include advanced technologies recognized by the Ministry of Industry and Information Technology [2][3] Group 3: Nuclear Power Industry Engagement - The company focuses on core scenarios in nuclear power, developing technologies for nuclear island cooling and heat recovery, supporting the safe and efficient use of nuclear energy [3] - It has provided services to several nuclear power stations in China, including Hongyanhe and Ningde, and is a key player in the development of cooling systems for nuclear applications [3] - The company collaborates with Tsinghua University to innovate in nuclear energy applications, including seawater desalination and long-distance heating technologies [3]

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 key 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, piston, and industrial heat pumps, showcasing significant technological advantages and market performance [3] - The company has developed a full range of magnetic levitation compressor products, which demonstrated reliability and efficiency during the Beijing Winter Olympics project [3] Group 2: Market Applications and Industry Engagement - Products are widely used in sectors such as food processing, cold chain logistics, industrial refrigeration, and special environments like aerospace and mining [3] - The company has participated in drafting national standards for centrifugal refrigerant compressors and oil-free suspended centrifugal chillers [3] - The company’s products are applied in data centers, including liquid cooling systems, with successful projects in various high-profile data centers across China and overseas [3][4] Group 3: Competitive Landscape and International Expansion - The company’s overseas manufacturing base is fully operational, supporting tactical expansion into international markets [4] - Major competitors in the overseas market include leading HVAC manufacturers from Europe and North America [4] - The company plans to launch upgraded products in July 2024 to enhance competitiveness in the data center cooling market [3][4] Group 4: Nuclear Power Industry Engagement - The company is focusing on core scenarios in nuclear power, developing innovative technologies for nuclear island cooling and heat recovery [4] - It has provided services to several nuclear power stations in China, ensuring safe and efficient operation [4] - The company’s subsidiary has extensive experience in nuclear refrigeration, being a key contributor to national standards in the field [4]