GREE(SZ:000651) Zhong Guo Chan Ye Jing Ji Xin Xi Wang·2025-08-12 02:10Core Viewpoint - Gree Electric Appliances has achieved significant technological breakthroughs in the refrigeration industry, particularly with its "internationally leading" technologies, which enhance energy efficiency in data center cooling systems and address global energy consumption challenges [1][2][4]. Group 1: Technological Innovations - The newly developed rotary cylinder volumetric refrigerant pump improves cooling efficiency by 1 to 5 times and increases the effective cooling duration in Beijing from 40% to 66% annually, while allowing Guangzhou to achieve efficient natural cooling for one-third of the year [1][2]. - The multi-adaptive wide-frequency efficient rotor compressor expands the operational frequency range from 15-120Hz to 1-200Hz, significantly enhancing the adaptability of refrigeration equipment across various environments [9][10]. Group 2: Industry Context - The global refrigeration industry faces significant energy consumption challenges, with refrigeration accounting for 20% of total electricity use and data center cooling consuming 40% of that [3][4]. - Traditional refrigeration technologies are limited by efficiency bottlenecks and inadequate adaptability to extreme temperature conditions, necessitating innovative solutions to reduce energy waste [3][4]. Group 3: Market Impact - Gree's advancements in refrigeration technology not only target high energy consumption in data centers but also aim to break the technological monopoly held by international giants, thereby enhancing the company's market position [4][15]. - The rotary cylinder pump technology can potentially save 240 million kWh of electricity annually if adopted by major telecommunications operators in China, equivalent to the electricity consumption of all residents in Beijing's Chaoyang District for 1.5 to 2 months [8]. Group 4: Long-term Strategy - Gree's commitment to continuous research and development has resulted in over 50 internationally leading technologies and a significant number of patents, establishing a formidable technological barrier in the refrigeration sector [2][13]. - The company has shifted from being a technology follower to a rule-maker in the refrigeration industry, as evidenced by its role in establishing new international standards for compressors [14][15].