冰轮环境：海外制造基地在扩产中

Core Viewpoint - The company Ice Wheel Environment (000811) is actively involved in providing cooling equipment for data centers and liquid cooling systems through its subsidiaries Dunham-Bush and Ice Wheel Heat Exchange Technology, highlighting its strong market position and technological advancements in the HVAC sector [1] Group 1: Company Overview - Dunham-Bush has a 131-year history and is recognized as a leading player in the HVAC industry in Europe and North America [1] - The company offers advanced cooling solutions, including variable frequency centrifugal chillers and air-cooled screw chillers, which have been included in the Ministry of Industry and Information Technology's directory of advanced applicable technologies for national green data centers [1] Group 2: Market Presence - The company has successfully served numerous domestic projects, including major data centers for the National Supercomputing Center in Guangzhou and China Mobile, as well as various banks and cloud computing centers [1] - Internationally, the company collaborates with local integrators to serve projects across North America, Australia, Southeast Asia, and the Middle East, indicating a robust global market presence [1] Group 3: Product Innovations - Ice Wheel Heat Exchange Technology provides a range of cooling products, including evaporative condensers and closed cooling towers, with its low-carbon energy-saving closed cooling technology recognized as a national demonstration technology [1] - The company has seen a shift in the IDC chiller market, with a decreasing proportion of screw-type chillers and an increasing share of centrifugal chillers, particularly magnetic levitation chillers [1] Group 4: Competitive Landscape - The IDC chiller market is characterized by high standards related to operational conditions, seismic resistance, reliability, energy efficiency, and recovery time after power outages, creating significant entry barriers [1] - Major competitors in the overseas market include leading HVAC manufacturers such as Carrier, York, Trane, McQuay, and Dunham-Bush [1]