调研行业：通用设备 参与调研的机构：中银基金、兴业证券等 冰轮环境分析师会议 调研日期：2025年09月26日 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | | ...

Group 1: Business Overview and Product Offerings - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with key products including compressors and heat exchangers, managing temperature control and pressure across a range of -271℃ to 200℃ [3] - The product matrix includes various types of compressors such as screw, centrifugal, absorption chillers, piston, and industrial heat pumps, showcasing significant technological advantages and market performance [3] - The company has developed a full range of magnetic levitation compressor products, which demonstrated reliability and efficiency during the Beijing Winter Olympics project [3] Group 2: Market Applications and Industry Segments - Products are widely used in sectors such as food processing, cold chain logistics, industrial refrigeration, and special environments like aerospace and mining [3] - The company’s offerings also extend to commercial air conditioning for rail transport, commercial real estate, and public venues, as well as industrial special air conditioning for data centers and nuclear power plants [3] Group 3: Data Center and Cooling Solutions - The company’s subsidiaries provide cooling equipment for data centers, including liquid cooling systems, with products recognized in the national green data center technology catalog [3][4] - Successful domestic projects include major data centers for organizations like China Mobile and Bank of Communications, while international collaborations span North America, Australia, Southeast Asia, and the Middle East [3] Group 4: Nuclear Power Industry Engagement - The company is actively involved in the nuclear power sector, focusing on core applications such as nuclear island cooling and heat recovery, with innovative technologies developed for safe and efficient energy use [4] - It has provided services to numerous nuclear power stations across China, leveraging over 20 years of experience in the field [4] Group 5: Competitive Landscape and Future Developments - The overseas market is dominated by leading HVAC manufacturers, with the company expanding its domestic manufacturing capabilities to support international demand [4] - Upcoming product launches include upgraded versions of magnetic levitation and gas suspension series for data centers, enhancing competitive positioning [3][4]

Group 1: Business Overview and Product Offerings - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with products including compressors and heat exchangers, covering a temperature range of -271℃ to 200℃ [3] - A full range of magnetic levitation compressor products has been developed, showcasing significant technical advantages and market performance, particularly highlighted by their success in the Beijing Winter Olympic Village project [3] - Products are widely used across various industries, including food processing, cold chain logistics, industrial refrigeration, and special air conditioning systems [3] Group 2: Data Center Applications and Market Position - The company’s subsidiaries provide cooling equipment for data centers, including liquid cooling systems, with products recognized in the Ministry of Industry and Information Technology's directory of advanced applicable technologies [3][4] - Successful domestic projects include major data centers for national supercomputing and various banks, while international collaborations extend to North America, Australia, Southeast Asia, and the Middle East [3] - Upcoming product launches in July 2024 include upgraded magnetic levitation and air suspension series for data centers, enhancing competitive edge [4] Group 3: Nuclear Power Industry Engagement - The company is actively involved in the nuclear power sector, focusing on core applications such as nuclear island cooling and heat recovery, with innovative technologies developed for safe and efficient energy use [4] - Domestic service includes major nuclear power stations, with a strong track record in providing comprehensive cooling solutions [4] - The company is a key player in drafting national standards for refrigeration equipment in nuclear applications, with extensive experience and a wide range of products [4]

Group 1: Business Overview - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with key products including compressors and heat exchangers, managing temperature control and pressure across a range of -271℃ to 200℃ [3] - The product matrix includes various types of compressors such as screw, centrifugal, absorption chillers, piston, and industrial heat pumps, showcasing significant technological advantages and market performance [3] - The company has participated in drafting national standards for centrifugal refrigerant compressors and oil-free suspended centrifugal chillers [3] Group 2: Industry Applications - Products are widely used in sectors such as food and agricultural product freezing, cold chain logistics, vacuum freeze-drying, and commercial refrigeration systems [3] - Applications extend to industrial cooling systems in energy and chemical production, aerospace research, and construction [3] - The company also serves commercial air conditioning needs in rail transport, commercial real estate, and public venues [3] Group 3: Data Center Solutions - The company provides cooling equipment for data centers, including liquid cooling systems, through its subsidiaries [3] - Notable products like the variable frequency centrifugal chillers have been included in the Ministry of Industry and Information Technology's directory of advanced applicable technologies for green data centers [3] - Successful projects include collaborations with major data centers across China and partnerships with local integrators in North America, Australia, Southeast Asia, and the Middle East [3] Group 4: Product Development and Market Strategy - The company plans to launch upgraded IDC-specific ACM magnetic levitation and gas suspension series products in July 2024, enhancing competitiveness [3] - The overseas manufacturing base is undergoing tactical expansion while domestic facilities support international markets [3] - The company has received recognition for its low-carbon energy-saving technologies, further establishing its market presence [4]