Core Viewpoint - The company is committed to the development and application of green energy-saving technologies in data centers, aiming to enhance energy efficiency and promote carbon neutrality goals [1] Group 1 - The company actively monitors advancements in green energy-saving technologies for data centers [1] - The company adapts energy-saving technologies and equipment based on its actual situation and customer needs [1] - The focus is on improving data center efficiency while supporting the "dual carbon" objectives [1]

证券代码：000811 证券简称：冰轮环境 冰轮环境技术股份有限公司投资者关系活动记录表 编号：【2025】第 084 号 | 投资者关 | √特定对象调研 | □分析师会议 | | --- | --- | --- | | | □媒体采访 | □业绩说明会 | | 系 | □新闻发布会 | □路演活动 | | 活动类别 | □现场参观 | □其他 | | 参与单位 | | | | 名称 | | 博时基金李喆、陈曦、蔡宗延、郭永升、包江麟 | | 及人员姓 | | | | 名 | | | | 时间 | 2025 年 12 月 4 日 | | | 地点 | 公司会议室 | | | 上市公司 | | | | 接 | 董事会秘书孙秀欣 | | | 待人员姓 | | | | 名 | | | 活动期间谈论的主要内容如下： 顿汉布什公司（DUNHAM-BUSH）跻身欧美系暖通空调一线梯队， 已有131年历史。"变频离心式冷水机组""集成自然冷却功能的风冷 螺杆冷水机组"两项产品入选工信部《国家绿色数据中心先进适用技 术产品目录》，其中，"变频离心式冷水机组"包含"高压变频离心式 冷水机组"和"磁悬浮变频离心式冷水机组"。国 ...

Core Viewpoint - The company reported a decline in financial performance for the first three quarters of 2025, with a focus on future industry development prospects in the context of global carbon neutrality and energy transition initiatives [2][4]. Financial Performance - For the first three quarters of 2025, the company achieved operating revenue of 234.99 million yuan, a year-on-year decrease of 12.38% - The net profit attributable to the parent company was 117.16 million yuan, down 5.89% year-on-year - The net profit after deducting non-recurring gains and losses was 78.53 million yuan, a significant decline of 29.51% year-on-year, primarily due to decreased demand from surrounding heating users and a drop in steam sales volume [2][4]. Industry Development Outlook - The company highlighted several key points regarding the future of the industry: 1. Promotion of clean and efficient coal utilization and acceleration of green and low-carbon energy transition 2. Development of new productive forces and transformation of renewable energy towards combined heat and power generation 3. Construction of a new power system to achieve clean and low-carbon energy transition [3][4]. Company Operations and Strategy - The company operates as a combined heat and power generation enterprise, primarily using municipal waste and coal as raw materials to provide industrial steam and electricity - The company emphasizes technological innovation and management model innovation to reduce costs and improve efficiency, aiming for high-quality development while ensuring safe and environmentally friendly production [5]. Shareholder Information - As of the end of the third quarter of 2025, the company had a total of 9,804 shareholders [4].

Core Points - The establishment of the Guangdong-Hong Kong-Macao Base of the National Green Low-Carbon Technology Innovation Center marks a significant step in promoting low-carbon transformation in the construction sector within the Guangdong-Hong Kong-Macao Greater Bay Area [3][4] - The center aims to create a high-level research platform focusing on key technological breakthroughs, resource sharing, and achievement transformation to support the low-carbon transition in the construction industry [3][4] Group 1 - The Guangdong-Hong Kong-Macao Base is the first national-level technology innovation center in China's "dual carbon" field [3] - The base is co-established by the National Innovation Center and the Guangdong Provincial Academy of Building Sciences, emphasizing collaboration in research and development [3][4] - The launch of the Joint Research Center is a crucial step in connecting national strategies with regional practices and industrial implementation in green low-carbon construction [4] Group 2 - The Joint Research Center is led by Guangdong JianKe Energy Conservation and Environmental Protection Technology Co., Ltd., in collaboration with nine other institutions from the Guangdong-Hong Kong-Macao and Fujian-Guangxi regions [4] - The initiative aims to build a national green low-carbon technology innovation network characterized by national platform leadership, regional platform collaboration, and industrial platform transformation [4] - The two platforms are expected to foster a competitive advantage in the Greater Bay Area's green low-carbon construction sector, focusing on technological leadership, unified standards, and industrial clustering [4]

通泉风电场扩建项目位于云南曲靖市马龙区，项目总装机容量13.125万千瓦。根据可研报告，项目全容 量投产后年上网电量30349万千瓦时，年等效满负荷小时数2312h。 中证报中证网(记者吴科任)12月3日晚，云南能投（002053）发布公告称，旗下全资子公司红河云能投 新能源开发有限公司投资建设的永宁风电场扩建项目(泸西片区)、全资子公司弥勒云能投新能源开发有 限公司投资建设的永宁风电场扩建项目(弥勒片区)及控股子公司曲靖云能通泉北电力开发有限责任公司 投资建设的通泉风电场扩建项目于日前实现全容量并网发电。至此，公司已投产发电的新能源(包括风 电和光伏)总装机容量达到259.49万千瓦，其中风电241.89万千瓦，光伏17.6万千瓦。 其中，永宁风电场扩建项目(泸西片区)位于云南红河州泸西县西南、中部及东北部区域，项目总装机容 量23.5万千瓦。根据可研报告，项目全容量投产后年上网电量51806万千瓦时，年等效满负荷小时数 2205h。 永宁风电场扩建项目(弥勒片区)位于云南红河州弥勒市的东北部区域，项目总装机容量23万千瓦。根据 可研报告，项目全容量投产后年上网电量52900万千瓦时，年等效满负荷小时数23 ...

据了解，绿色外债业务试点政策优化了符合条件非金融企业的跨境融资宏观审慎管理，允许专项用于绿 色发展或低碳转型项目的外债资金在统计跨境融资余额时，可占用更少的外债额度，精准支持企业借用 外债扩大投资绿色发展或低碳转型项目，提升全球资源要素在我国绿色低碳发展领域的配置效能。 记者了解到，为下好绿色外债业务试点"先手棋"，国家外汇管理局上海市分局前期充分发挥"外汇局+银 行+企业"合力，夯实管理基础，提高宣传质效，并主动对接"双碳"产业融资需求，提前做好绿色外债项 目储备，引导企业用好用足试点政策，实现跨境融资降本增效。该局还将不断拓展绿色外债的产品分 类，支持银行和企业向绿色债券、绿色银团等多层次、多元化的绿色金融产品体系发展，丰富试点政策 业务内涵，并不断总结试点经验，稳妥有序增量扩面，以惠企利民的实际行动为上海"双碳"产业高质量 发展注入绿色金融新动能。 在首批试点业务中，中国银行上海市分行为上海某智能供应链企业完成1500万美元绿色外债签约登记， 企业所借资金用于建立华东运营总部绿色仓储项目，该项目将提升长三角科创走廊智慧供应链产业发展 水平。企业从申请到办结绿色外债签约登记并实现提款，在一个工作日内全部完 ...

近日，工业和信息化部办公厅公布了2025年未来产业创新任务揭榜挂帅入围名单，山东国耀量子雷达科 技有限公司（以下简称"国耀量子"）凭借"碳监测光量子雷达"技术入围量子科技方向揭榜名单。 12月2日，科技日报记者来到国耀量子，该公司总经理申屠国樑指着一台光量子雷达介绍："传统激光雷 达绘制一张360度的大气污染地图需要1小时，光量子雷达只需5—8分钟，就能快速捕捉污染源产生、飘 动、消逝的过程，6公里内准确率95%。" 济南市科技局高新技术发展处相关负责人介绍，目前，济南已布设15台上述设备，组建了全国首个"颗 粒物光量子雷达监测网络"，基本实现主城区全覆盖。 "此次成功入围，是我们在量子精密测量与绿色低碳技术融合领域长期深耕的成果。"申屠国樑表示，针 对传统碳监测技术在精度、抗干扰性、复杂环境适应性等方面的痛点，国耀量子组建专项研发团队攻坚 突破，形成了碳监测光量子雷达技术方案。该技术依托量子态的独特物理特性，可实现对工业碳排放源 的精准溯源、实时监测与数据核验，为"双碳"目标落地提供更高效、可靠的技术支撑。 国耀量子是济南量子科技落地产业化的众多案例之一。"布局量子产业，济南在国内城市中走在前 列。"济南量 ...

Core Viewpoint - The period of the 14th Five-Year Plan is crucial for China to achieve socialist modernization and the dual carbon goals, necessitating a new understanding of risk management in the insurance industry [1][6]. Group 1: Climate Adaptation and Resilience - Enhancing climate adaptability and resilience is essential to address the challenges posed by climate change, with green insurance and investment from insurance funds playing a pivotal role in mobilizing social capital for this purpose [3][8]. - The increasing frequency of extreme weather events, such as floods and droughts, has led to a significant rise in insurance claims, with payouts reaching approximately 25 billion yuan for flood disasters in 2020 and 41 billion yuan for snow and ice disasters in 2024 [3][8]. Group 2: Funding Gaps and Structural Imbalances - There is a substantial funding gap and structural imbalance in the financing of climate adaptation and resilience initiatives, which cannot be addressed solely through government funding [4][9]. - The current investment structure shows a heavy reliance on indirect financing channels like bank credit, while direct financing options such as equity and bond financing are underdeveloped [4][9]. - The urgency for climate adaptation funding is increasing, particularly in sectors like agriculture and disaster management, where significant financial support is needed [4][9].

Core Viewpoint - The energy storage industry is experiencing a significant surge in demand, contrasting sharply with the previous two years of declining prices for storage systems. This shift is driven by a supply-demand imbalance, with domestic and international factors contributing to the heightened interest in energy storage solutions [2][3][4]. Demand Side Summary - The domestic market has set a target of over 180 million kilowatts for energy storage installations through the "New Type Energy Storage Scale Construction Special Action Plan (2025-2027)," providing a strong impetus for market growth [2]. - Various provinces are introducing or planning capacity price compensation mechanisms, and the ongoing market-oriented reform of renewable energy grid prices is clarifying the revenue models for energy storage [2]. - The application of large battery cell technology has improved the economic viability of energy storage systems, leading to increased investment willingness from companies [2]. - Internationally, Europe is facing urgent demand for energy storage to stabilize the grid amid significant price fluctuations, while emerging markets in the Middle East and Asia-Pacific are rapidly developing, creating a synchronized demand scenario [2]. Supply Side Summary - The supply side is struggling to keep pace with the surging demand due to the lengthy production cycles of upstream materials such as anode and cathode materials and electrolytes, which cannot be rapidly expanded [3]. - Different application scenarios have varying requirements for battery cell energy density and cycle life, leading to a shortage of specialized production capacity and exacerbating the battery supply shortage [3]. Long-term Industry Trends - The current enthusiasm for energy storage is a natural outcome of the renewable energy sector's development, as energy storage helps mitigate the challenges posed by the intermittent nature of wind and solar power [3][4]. - Energy storage systems are becoming essential for renewable energy companies, transforming from optional investments to necessary components for profitability and compliance with grid connection requirements [3]. - The role of energy storage is expanding in the context of electricity market reforms, serving not only as a means to capitalize on price differentials but also as a participant in auxiliary service markets, thereby creating diverse value [4][5]. Future Outlook - The current supply shortage of battery cells may ease as upstream material companies ramp up production, suggesting that high prices are likely a temporary phenomenon [4]. - The strategic value of energy storage in constructing a new power system is increasingly recognized, emphasizing its importance in ensuring grid safety and enhancing energy utilization efficiency [4][5]. - Companies should focus on technological innovation and sustainable business models rather than solely on short-term capacity expansion and price benefits to achieve long-term stability [5]. - The development of the energy storage industry is crucial for advancing energy transition goals and ensuring national energy security, marking a significant shift in the recognition and definition of energy storage's value [5].

Core Insights - The Jiu Steel Hongsheng Carbon Management System has officially received certification from TüV Süd, marking it as the first carbon emission management digital system in China's industrial power sector to achieve such recognition [1][2] - This certification indicates that the system meets the requirements for carbon emission monitoring, assessment, and management, which is crucial for the company's implementation of its "dual carbon" strategy and the establishment of a green low-carbon supply chain [1][4] Summary by Sections - **System Development**: The carbon management system was developed collaboratively by Jiu Steel Group and NARI Group, overcoming key technological challenges related to data collection, analysis, and carbon asset management [2] - **Certification Process**: TüV Süd evaluated the system's calculation model to ensure compliance with established standards, confirming that the system accurately processes input data and outputs reliable emission data without deviations from the required standards [2] - **Impact on Industry**: The deployment and certification of the carbon management system facilitate digital, intelligent, and ecological management of "dual carbon" efforts, providing systematic and standardized support for compliance with domestic and international low-carbon policies [4] - **TüV Süd Overview**: TüV Süd, founded in 1866 and headquartered in Munich, Germany, is a global organization specializing in certification, testing, and inspection, with extensive experience in climate change and recognized qualifications for greenhouse gas emission auditing [4]