【私募调研记录】大朴资产调研冰轮环境

Group 1 - The core viewpoint of the article highlights that Dapu Asset Management has conducted research on a listed company, Ice Wheel Environment, which specializes in advanced system solutions and lifecycle services in the energy and power sector [1] - Ice Wheel Environment's main products include compressors and heat exchange devices, operating within a temperature range of -271℃ to 200℃, showcasing significant technological advantages and market performance [1] - The company's revenue from the low-temperature refrigeration segment reached 1.73 billion yuan, accounting for 55% of total revenue, while the HVAC segment generated 1.2 billion yuan, representing 39% of total revenue [1] - Ice Wheel Environment provides cooling equipment for data centers, including primary cooling source equipment and heat exchange devices, with products recognized in the Ministry of Industry and Information Technology's directory of advanced applicable technologies for national green data centers [1] Group 2 - Dapu Asset Management, established in January 2012, consists of a team with extensive research and investment experience from well-known securities research institutions and investment firms in China [2] - The investment style of Dapu Asset Management is characterized by active management and a steady approach, focusing on the Chinese securities market [2] - The company emphasizes standardized operations and professional investment, with a governance structure that reflects principles of sufficient incentives, investment independence, professional division of labor, and sustainable operation [2]