调研基本信息 11月19日，冰轮环境技术股份有限公司（以下简称"冰轮环境"）在公司会议室接待了特定对象调研，汇 添富基金吕天傲、银华基金张伯伦、长江证券贾少波等3家机构代表参与。公司董事会秘书孙秀欣出席 并与机构就业绩表现、业务布局、重点板块进展等进行深入交流。 业绩表现：三季度单季增长显著 前三季度受行业影响承压 据介绍，冰轮环境第三季度实现营收17.2亿元，同比增长6.88%；归母净利润1.6亿元，同比增长 13.54%，单季度业绩呈现良好增长态势。不过，受上半年行业整体环境影响，公司前三季度累计实现 营收48.3亿元，同比下滑2.45%；归母净利润4.28亿元，同比下滑9.68%。 从业务板块营收趋势看，前三季度低温制冷板块虽略有下滑，但降幅逐季收敛；特种空调和热管理板块 则实现同比增长，成为拉动业绩的重要力量。 业务布局：覆盖全温区温控 多领域应用广泛 交流中，公司详细介绍了核心业务布局。冰轮环境专注于能源和动力领域，提供系统解决方案及全生命 周期服务，主要产品包括螺杆式、离心式、活塞式等各类压缩机，以及吸收式制冷机、工业热泵、储能 蓄能装置、换热设备等，可实现-271℃至200℃全温区的温控、增压等 ...

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 076 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 | 国盛证券彭元立 | | | 及人员姓 | | | | 名 | | | | 时间 | 2025 年 11 月 18 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： 一、讨论了已披露第三季度报告经营数据 公司第三季度实现营收 17.2 亿元，同比增长 6.88%，归母净利润 1.6 亿元，同比增长 13.54%。前三季实现营收 48.3 亿元，同比下滑 2.45%；归母净利润 4.28 亿元，同比下滑 9.68%。 二、讨论了业务情况和产业板块 公司旗下顿汉布什公司和冰轮换热技术公司为数据中 ...

Group 1: Company Overview and Product Offerings - The main products include compressors and heat exchange devices, focusing on cooling, heating, and pressurization functions [2] - Key products include screw compressors, centrifugal compressors, absorption compressors, piston compressors, and various industrial heat pumps [2] - The company has a mature supply of magnetic suspension compressors, which have been applied in venues for the Beijing Winter Olympics [2] Group 2: Industry Applications - Products are utilized in various sectors such as food freezing and refrigeration, cold chain logistics, chemical production, and commercial air conditioning [2] - The company provides cooling equipment for data centers, including variable frequency centrifugal chillers and integrated natural cooling systems [2] - Successful projects include major data centers for national supercomputing and telecommunications companies, both domestically and internationally [2] Group 3: Nuclear Power Sector - The company focuses on nuclear island cooling and heat recovery technologies, supporting the safe operation of nuclear power plants [3][4] - Innovations include a no-power air cooler for safety shells and a helium compressor for superconducting magnets in nuclear fusion applications [4][5] Group 4: Energy Management and Environmental Technologies - The company is committed to energy management through a full range of industrial heat pumps, with a focus on sustainable technologies [5][6] - The subsidiary Beijing Huayuan Taima has been recognized as a national-level "little giant" enterprise, holding 96 patents and 33 software copyrights [5][6] - Technologies developed include absorption heat exchangers and low-temperature waste heat recovery systems, which have received national awards and recognitions [6]