格隆汇1月8日丨冰轮环境(000811.SZ)在投资者互动平台表示，公司氦气压缩机可用在可控核聚变系统 中的超低温超导环境营造环节，不用于其热管理。 公司应用吸收式热泵进行核电热管理。旗下华源泰 盟公司以荣获国家技术发明二等奖的吸收式换热技术为基础，与清华大学合作研发出水热同产同送（应 用于核能利用海水淡化技术）、核能供暖大温差长输供热技术等，已在国家电投"暖核一号"核能供暖项 目应用，央视新闻以"我国首个跨城核能供热项目正式投运"为标题进行了播报。 ...

证券日报网12月11日讯冰轮环境（000811）在12月11日回答调研者提问时表示，近期，国家核电建设释 放提速信号。在这个领域，公司聚焦核岛冷却、核能供热等核心场景，研发出一系列核岛冷却、冷却余 热回收、安全壳内无动力空冷器、水热同产同送、核能供暖大温差长输供热等创新技术，为核电站安全 稳定运行与清洁能源高效利用，提供坚实的技术支撑与解决方案。在国内，服务了红沿河、宁德、阳 江、防城港、海阳、徐大堡、三澳、陆丰、太平岭、苍南、石岛、白龙等核电站。旗下换热技术公司依 托流体动力技术底蕴，创新研发出安全壳内屏蔽冷却水系统无动力空冷器，批量供货全球首座商用四代 技术高温气冷堆。旗下顿汉布什公司是全球核岛制冷机服务商，拥有20余年核电服务经验，是国家能源 局《核空气和气体处理规范通风、空调与空气净化第18部分制冷设备》标准的主要起草单位，是国内唯 一一个在核岛各个区域都有应用且核岛制冷机品种最全的生产厂家，有着丰富的国内外案例。近期中标 浮动小型核反应堆冷机项目，伴随中国小型堆分布式能源发展开端。旗下华源泰盟公司以荣获国家技术 发明奖二等奖的吸收式换热技术为基础，与清华大学合作研发出水热同产同送(应用于核能利用海水 ...

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 要内容介 绍 从营收角度看，前三季度低温制冷板块略有下滑，降幅逐季收敛； 特种空调和热管理板块同比增长。 二、讨论了公司产品在数据中心包括液冷系统的应用及产能情 况 公司旗下顿汉布什公司和冰轮换热技术公司为数据中心乃至液 冷系统提供一次侧冷源装备和热交换装置等冷却装备。 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"。国内已成功服务了国 家超级计算广州中心（天河二号）、中国移动（贵州）大数据中心、 中国联通西安数据中心、北京四季青数据中心、上海交通银行数据处 理中心、恒丰银行总部数据中心、北京中信银行数据中心、杭钢集团 云计算数据中心、淮海大数据产业园、深圳梅林数据中心、数字福州 云计算中心、武汉大数据产业中心、浙江之江国家实验室等诸多项目。 在海外，与多家本土专业集成商 ...

Core Viewpoint - The report by Huatai Securities indicates that the aerospace and military industry is expected to transition from quantity to quality improvements during the 14th Five-Year Plan period, with a focus on new-generation equipment in the upcoming 15th Five-Year Plan [1] Group 1: Military Equipment Development - The military's weaponry construction will prioritize new-generation fourth-generation equipment as a key direction during the 15th Five-Year Plan [1] - The development of new domain and new quality combat forces is seen as a new trend in military advancement, with expectations for large-scale, practical, and systematic growth during the 15th Five-Year Plan [1] Group 2: Investment Opportunities - Suggested areas for investment include drone offense and defense, ground unmanned equipment, underwater offense and defense, low-cost munitions/missiles, and military AI [1] - The new generation of military aircraft and missile industry chains, along with new domain and new quality directions, are recommended for attention [1] Group 3: Market Potential - The military trade market and the application of military technology in strategic emerging industries present vast market opportunities [1] - Areas of interest include commercial aerospace, low-altitude economy, deep-sea technology, nuclear energy utilization, and domestically produced large aircraft, as well as the military-to-civilian technology application sector [1]

Core Viewpoint - Iran's Foreign Minister, Zarif, stated that Iran is currently not engaged in uranium enrichment activities and has no undeclared enrichment facilities, with all nuclear facilities under the supervision of the International Atomic Energy Agency [3]. Group 1 - Iran's uranium enrichment facilities have been attacked, which is the reason for the halt in enrichment activities [3]. - Iran asserts its right to uranium enrichment and peaceful nuclear energy utilization, emphasizing its commitment to pursue this right [3]. - The ongoing indirect negotiations between the U.S. and Iran, mediated by Oman, have seen significant disagreements on key issues such as uranium enrichment [4]. Group 2 - U.S. President Trump claimed that the U.S. has "completely eliminated" Iran's nuclear capabilities at three facilities: Fordow, Natanz, and Isfahan, following airstrikes in June [4]. - Despite the airstrikes, Iran's Foreign Minister stated that the U.S. and Israel's actions did not destroy Iran's uranium enrichment program [4]. - Iran is unwilling to engage in direct negotiations with the U.S. but is open to reaching an agreement through indirect talks [4].

Core Insights - Namibia, known as a "strategic metal reserve," is a major uranium producer, providing essential fuel for the global nuclear power industry [1] - A youth exchange program titled "Nuclear Energy Lights Up Dreams, Friendship Connects the Future" will take place in China from September 20 to 29, 2025, involving 12 selected Namibian students visiting various nuclear facilities in China [1] - The program aims to enhance understanding of China's technological achievements and environmental concepts among the youth, fostering closer ties between China and Namibia [1] Group 1: Youth Exchange Program - The exchange program allows Namibian youth to experience China's rich history and modern technological advancements, including visits to the Great Wall and the Forbidden City [2] - Participants expressed amazement at China's development, convenience, and the application of technology in daily life, highlighting the contrast between their expectations and reality [4][5] - The program emphasizes the importance of cultural exchange and understanding, aiming to strengthen the friendship between the two nations [8] Group 2: Nuclear Industry Insights - The Namibian students learned about the complete uranium industry chain in China, from exploration to the development of clean energy solutions [5][6] - They visited the China National Nuclear Corporation (CNNC) facilities, gaining insights into the sustainable and efficient mining practices employed in China [7] - The students were introduced to the concept of nuclear energy as a clean energy source, dispelling misconceptions about its dangers [6][8] Group 3: Educational and Social Contributions - CNNC has been actively involved in social responsibility initiatives in Namibia, including education and skills training, benefiting thousands of local youth [9][10] - The company supports local employment and community development, contributing to the socio-economic growth of Namibia [9][10] - The exchange program is part of a broader strategy to foster mutual understanding and cooperation between China and Namibia, particularly in the nuclear sector [9][10]

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, managing temperature control and pressure across a range of -271℃ to 200℃ [3] - A full range of magnetic levitation compressor products has been developed, showcasing significant technological advantages and market performance, particularly highlighted by their success in the Beijing Winter Olympic Village project [3] - Products are widely used in various industries, including food processing, cold chain logistics, industrial cooling systems, commercial air conditioning, and energy recovery systems [3][4] Group 2: Data Center Applications - The company’s subsidiaries provide cooling equipment for data centers, including variable frequency centrifugal chillers and integrated natural cooling systems, which have been recognized in the Ministry of Industry and Information Technology's directory of advanced applicable technologies [3] - Successful projects include major data centers across China, such as the National Supercomputing Center and various banks, with international collaborations in North America, Australia, Southeast Asia, and the Middle East [3] - Upcoming product launches include upgraded versions of magnetic levitation and air suspension series specifically designed for data centers, enhancing competitive edge [4] Group 3: Nuclear Power Industry Applications - The company is focusing on core scenarios in nuclear power, developing technologies for nuclear island cooling and heat recovery, which support the safe and efficient use of clean energy [4] - Key projects include service to multiple nuclear power stations in China, with innovations such as a no-power cooling system and collaboration with Tsinghua University on nuclear heating technologies [4] - The company is recognized as a leading service provider in the nuclear island refrigeration market, with over 20 years of experience and a comprehensive range of products [4]

Group 1: Business Overview and Product Offerings - The company provides advanced system solutions and lifecycle services in the energy and power sectors, focusing on compressors and heat exchange devices, managing temperature control and pressure across a range of -271℃ to 200℃ [2] - 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 [2] - The company has developed a full range of magnetic levitation compressor products, demonstrating reliability and efficiency in projects like the Beijing Winter Olympic Village [2] Group 2: Market Applications and Client Industries - Products are widely used in sectors such as food processing, cold chain logistics, industrial cooling systems, and special environments like aerospace and mining [2] - The company has successfully served numerous data centers in China, including major clients like the National Supercomputing Center and China Mobile, and has expanded its services to overseas markets in North America, Australia, Southeast Asia, and the Middle East [2][3] - The company’s cooling solutions for data centers include advanced technologies recognized by the Ministry of Industry and Information Technology [2][3] Group 3: Nuclear Power Industry Engagement - The company focuses on core scenarios in nuclear power, developing technologies for nuclear island cooling and heat recovery, supporting the safe and efficient use of nuclear energy [3] - It has provided services to several nuclear power stations in China, including Hongyanhe and Ningde, and is a key player in the development of cooling systems for nuclear applications [3] - The company collaborates with Tsinghua University to innovate in nuclear energy applications, including seawater desalination and long-distance heating technologies [3]

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] - 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 Client Industries - Products are widely used in food and agricultural product freezing, cold chain logistics, industrial cooling systems, and special environments in energy and chemical production [3] - The company serves various sectors including rail transportation, commercial real estate, public venues, and data centers, with applications in energy recovery and clean emissions [3] - The company has successfully collaborated with numerous domestic and international data centers, enhancing its market presence in North America, Australia, Southeast Asia, and the Middle East [3][4] Group 3: Innovations and Technological Developments - The company is a pioneer in industrial heat management, focusing on clean, low-carbon, safe, and efficient energy systems, and has launched comprehensive solutions for industrial heat control [4] - Recent innovations include technologies for nuclear power applications, such as cooling systems and heat recovery solutions, supporting the safe and efficient use of nuclear energy [4][5] - The company has established a strong presence in the nuclear power sector, providing services to multiple nuclear power stations across China [4][5] Group 4: Competitive Landscape and Market Position - The company faces competition from leading HVAC manufacturers in the overseas market, including Carrier, York, and Trane [4] - The company is enhancing its competitiveness with new product launches, including upgraded versions of its magnetic levitation and air suspension series for data centers [3][4] - The company is strategically expanding its manufacturing capabilities to support overseas markets while maintaining a robust domestic production base [4]

Core Insights - The company, Ice Wheel Environment, announced on August 21 that the national nuclear power construction has accelerated, indicating a positive trend in the industry [1] - The company focuses on core scenarios such as nuclear island cooling and nuclear energy heating, developing innovative technologies to support the safe and efficient operation of nuclear power plants [1] Company Developments - Ice Wheel Environment has developed a series of technologies including nuclear island cooling, waste heat recovery, and non-powered air coolers for safety shells, which provide solid technical support for the efficient use of clean energy [1] - The company has served multiple nuclear power stations in China, including Hongyanhe, Ningde, Yangjiang, and others, showcasing its extensive involvement in the domestic nuclear power sector [1] Technological Innovations - The company's heat exchange technology subsidiary has innovated a non-powered air cooler for the safety shell's cooling water system, supplying the world's first commercial fourth-generation high-temperature gas-cooled reactor [1] - The subsidiary, Dunhan Bush, is a global service provider for nuclear island refrigeration, with over 20 years of experience and significant contributions to national standards in nuclear air and gas treatment [1] Collaborative Efforts - The company’s subsidiary, Huayuan Taimeng, has collaborated with Tsinghua University to develop technologies for water-thermal co-production and long-distance heating using nuclear energy, which have been applied in the "Warm Nuclear No. 1" project [1] - The project has been recognized by national media, highlighting its significance as China's first cross-city nuclear energy heating project [1]