Moon Environment Technology (SZ:000811) Dong Jian Yan Bao·2025-06-26 15:38Group 1: General Information - The research was conducted on June 26, 2025, targeting Icewheel Environment in the general equipment industry [1][8] - Participating institutions included Taiping Fund, Taiping Pension, HSBC Jintrust Fund, etc [2] Group 2: Company Business and Product Portfolio - The company offers advanced system solutions and full - life - cycle services in the energy and power fields, with main products like compressors and heat exchange devices for cold - heat energy management in the - 271°C - 200°C range, including various types of compressors, industrial heat pumps, and more [12] - It has mature magnetic levitation compressor products used in the Beijing Winter Olympics venues [12] - Customer industries cover commercial refrigeration, industrial refrigeration, commercial comfort air - conditioning, industrial special air - conditioning, and other fields [12] Group 3: Products for Specific Industries Controllable Nuclear Fusion - The company developed a cryogenic helium compressor in 2016 and supplied it to the Chinese Academy of Sciences' national laboratory. It has since supplied helium compressors to multiple research institutes for major national frontier science projects [13] Data Center - Dunham - Bush and Icewheel Heat Exchange Technology provide cooling equipment for data centers. Some products are on the national green data center technology product list. The company has served many domestic and overseas data center projects, and its overseas manufacturing base is expanding [14] Nuclear Power - With the acceleration of national nuclear power construction, the company has developed innovative technologies for nuclear island cooling and other core scenarios, serving many domestic nuclear power plants. Its subsidiaries have rich experience and relevant standards [15] CCUS - The company is a leader in carbon capture equipment, winning relevant awards. It has a self - built and operated carbon capture project in Yantai [16] Industrial Thermal Management - The company launched the "Industrial Global Thermal Control Comprehensive Solution" under the national dual - carbon strategy. Beijing Huayuan Taimeng is a key subsidiary with multiple core technologies and many awards [16][18] Deep - Sea Technology - The company provides solutions for the deep - sea fishing and processing industry and has products for the ship - sea green energy system. It won a provincial science and technology progress award [19][20] Hydrogen Energy - The company has developed a full - range of hydrogen compressors and related products, waiting for large - scale hydrogen application [20] Group 4: Financial and Strategic Outlook - In 2024, the company's overseas revenue was about 2 billion yuan, accounting for nearly 30% of the total revenue [21] - The company adheres to the "begin with the end in mind and aim high" strategy and the "two increases, one decrease, and three improvements" business policy to focus on high - quality growth [21]