制冷设备制造

Search documents
冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20250825-1
2025-08-25 07:24
编号:【2025】第 051 号 | | √特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系 | □媒体采访 | □业绩说明会 | | 活动类别 | □新闻发布会 | □路演活动 | | | □现场参观 | □其他 | | 参与单位名称 及人员姓名 | Horizon China Master Fund | Martin Zhang、中金公司张杰敏 | | 时间 | 2025 年 8 月 25 日 | | | 地点 | 腾讯会议 | | | 上市公司接 待人员姓名 | 董事会秘书孙秀欣 | | 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 | | 活动期间谈论的主要内容如下: | | --- | --- | | | 一、讨论了业务情况和产业板块 | | | 公司致力于在能源和动力领域提供先进的系统解决方案和 | | | 全生命周期服务,主要产品形式为压缩机和换热装置,实施温控、 | | | 增压等冷热能管理功能,覆盖-271℃-200℃温度区间。具体有螺 | | | 杆式压缩机、离心式压缩机、吸收式制冷机、活塞式压缩机、涡 ...
冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20250825-2
2025-08-25 07:22
冰轮环境技术股份有限公司投资者关系活动记录表 证券代码:000811 证券简称:冰轮环境 | | 活动期间谈论的主要内容如下: | | --- | --- | | | 一、讨论了业务情况和产业板块 | | | 公司致力于在能源和动力领域提供先进的系统解决方案和 | | | 全生命周期服务,主要产品形式为压缩机和换热装置,实施温控、 | | | 增压等冷热能管理功能,覆盖-271℃-200℃温度区间。具体有螺 | | | 杆式压缩机、离心式压缩机、吸收式制冷机、活塞式压缩机、涡 | | | 旋式压缩机、工业热泵、储能蓄能装置、真空冻干设备、速冻装 | | | 置、换热设备、船用制冷设备、多联机等。 | | | 公司打造了全系列磁悬浮压缩机产品矩阵,有着显著的技术 | | | 优势和市场表现。磁悬浮压缩机在北京冬奥村项目中表现出色, | | | 展现了产品的可靠性和高效性。参与《离心式制冷剂压缩机》和 | | | 《无油悬浮离心式冷水(热泵)机组》两项国家标准起草。 | | | 从客户行业维度看公司产品广泛应用于食品/农副产品冷冻 | | | 冷藏及深加工、冷链物流基地建设、食品/药品真空冻干、冰雪 | | | ...
海容冷链(603187)25H1财报点评:冷藏柜份额提升 东南亚需求爆发
Xin Lang Cai Jing· 2025-08-25 00:31
Core Viewpoint - The company reported a significant acceleration in revenue and performance in Q2 2025, driven by expanding overseas market demand, indicating an upward turning point in operations [1]. Financial Performance - In H1 2025, the company achieved operating revenue of 1.791 billion yuan, a year-on-year increase of 12.86%, and a net profit attributable to shareholders of 221 million yuan, up 10.38% year-on-year [2]. - In Q2 2025, the company recorded operating revenue of 882 million yuan, a year-on-year increase of 19.96%, and a net profit attributable to shareholders of 117 million yuan, up 36.63% year-on-year [2]. Investment Outlook - The profit forecast has been raised, maintaining a "buy" rating. The expected net profit attributable to shareholders for 2025-2027 is projected at 397 million, 463 million, and 577 million yuan, representing year-on-year growth of 12%, 17%, and 25% respectively [2]. - The target price has been adjusted to 19.57 yuan, based on a 19x PE ratio for 2025 [2]. Market Dynamics - The domestic market is seeing an increase in the share of refrigerated products, while overseas demand for frozen cabinets in Indonesia is experiencing a significant surge [3]. - The company is actively responding to the trend of domestic fast-moving consumer goods going overseas, with exports to Indonesia expected to account for 65-70% of total exports [3]. Strategic Investments - The company plans to invest an additional 90 million yuan to establish a new subsidiary in Indonesia and build a commercial display cabinet manufacturing plant, following a previous investment of 377 million yuan [3]. - This investment is driven by the demand from international clients for increased supply capabilities of smart vending machines and the strategic upgrade of the Indonesian project to support the company's global market strategy [3].
海容冷链20250822
2025-08-24 14:47
海容冷链 20250822 摘要 海容冷链 2025 年第二季度冷冻内销收入同比下降 40%,但外销收入同 比增长 52%,主要受益于产品结构优化,冷冻外销业务毛利率较高,推 动整体毛利率提升。 国内冷藏业务受益于与饮料、水饮料等领域客户合作深化,供货份额提 升,2025 年第二季度内销收入同比增长 36%,未来三到五年预计保持 增长。 商超柜业务内销收入同比增长近 50%,外销收入同比增长 61%,主要 得益于与原有连锁便利店客户深化合作及拓展新的应用场景。 智能柜业务内销收入同比增长 240%,主要由于下游品牌商客户加大投 放力度,但海外市场受限于 5G 建设和移动支付等因素,发展受限,正 在开发适应当地网络和支付方式的产品。 北美市场受关税政策影响,2025 年上半年销售额下降 29%,预计下半 年延续此趋势,未来印尼工厂投产后有望缓解关税影响。 国内冷冻市场预计 2025 年下半年不会出现明显拐点,但由于过去两年 大幅下降,继续大幅下降的可能性不大,未来需求有望逐渐回升。 公司维持全年收入增长 7%-16%的预期,目前已达 13%左右,分红预 期保持 50%不变,现金流状况良好,预计全年趋势与上半年相 ...
海容冷链(603187):智能柜驱动收入高增 外销支撑毛利率企稳
Xin Lang Cai Jing· 2025-08-24 10:29
事件概述 公司公告2025 年上半年业绩 根据公司公告: 25H1 : 收入17.9 亿元( YOY+13% ), 归母净利2.2 亿元(YOY+10%); 国外市场: 东南亚地区业务量实现较好增长,北美地区受到关税政策以及客户2024 年提前备货的影响业务量有所 下降, 其他地区业务量均有一定增长。 盈利拆分 24 年冷冻柜、冷藏柜、展示柜、智能柜毛利率分别:35%、14%、22%、22%;国内业务、海外业务毛 利率分别22、39%。 25Q2 : 收入8.8 亿元( YOY+20% ), 归母净利1.2 亿元(YOY+37%)。 收入变动原因: 根据公司半年报, 国内市场: 商用冷冻展示柜:下游行业整体需求不足,产品销量下降,公司市场占有率和行业地位维持稳定; 商用冷藏展示柜:公司凭借综合竞争优势,在多家客户中的供货份额逐步提升,产品销量快速增长; 商超展示柜:公司凭借一站式解决方案,持续深化与原有客户合作,并积极开拓新兴应用场景,产品销 量实现较好增长;智能售货柜:公司凭借技术和产品优势,下游客户中品牌商客户认可度逐步提升,产 品销量快速增长。 25H1:毛利率26.7%( YOY-0.9pct)、净利 ...
【独家专访】从“冷藏”到“智造”:金城制冷如何读懂烘焙人的真需求?
东京烘焙职业人· 2025-08-23 08:32
"冷柜"从来不只是个"柜子"。 它既是守护风味的堡垒,又是品牌印象的"第一张脸";既要懂温度,也得看得懂空间美学;既关乎 食物的鲜活,也映照出一家门店经营的效率。 而金城制冷,就是那个几十年来默默站在幕后、替无数烘焙人"读空气、控温度、抓视觉"的人。 近期,我们采访到了 金城制冷的总经理易明梅女士。 1975 年,金城制冷诞生在中国台湾省,至今正好半个世纪。 "最开始金城的主业主要是安装、修理冷柜,烤漆。之 后将业务重心转移至大陆,凭借扎实工艺在 制冷领域立足,专注高质量生产,严格把控流程与原材料,满足市场基础需求。但 这时候的金城的 品牌定位只是'制造商'。 随着市场变化,金城意识到单纯制造难以竞争,遂开启 "创造" 之路。加大研发投入,组建专业团 队,结合行业趋势与客户需求, 创新设计出多款功能独特、外观新颖的产品,提升品牌竞争力。 and g proper D 18 78 VICE 12122 0 0 0 O . . . . . . . . . es 1. 7 : 1 1 (10) 11 風邪 17 3 B FAX - Fe u U 17 ria 8 5 AFUL YOLA E P TI T th i ...
海容冷链2025年中报简析:营收净利润同比双双增长,公司应收账款体量较大
Zheng Quan Zhi Xing· 2025-08-22 22:16
交易性金融资产变动幅度为-43.08%,原因:报告期末银行理财产品减少。 据证券之星公开数据整理,近期海容冷链(603187)发布2025年中报。截至本报告期末,公司营业总收 入17.91亿元,同比上升12.86%,归母净利润2.21亿元,同比上升10.38%。按单季度数据看,第二季度 营业总收入8.82亿元,同比上升19.96%,第二季度归母净利润1.17亿元,同比上升36.63%。本报告期海 容冷链公司应收账款体量较大,当期应收账款占最新年报归母净利润比达437.58%。 本次财报公布的各项数据指标表现尚佳。其中,毛利率26.66%,同比减3.1%,净利率12.27%,同比减 3.24%,销售费用、管理费用、财务费用总计1.52亿元,三费占营收比8.5%,同比减4.17%,每股净资产 10.77元,同比增5.18%,每股经营性现金流0.57元,同比增673.88%,每股收益0.58元,同比增11.54% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 15.87亿 | 17.91亿 | 12.86% | | ...
冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20250822-1
2025-08-22 08:06
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, covering a temperature range of -271°C to 200°C [3] - The low-temperature refrigeration segment generated revenue of 1.73 billion CNY, accounting for 55% of total revenue, while the HVAC segment generated 1.2 billion CNY, accounting for 39% [3] - The company has developed a full range of magnetic levitation compressor products, showcasing significant technological advantages and market performance [3] Group 2: Data Center Applications - The company’s subsidiaries provide cooling equipment for data centers, including variable frequency centrifugal chillers and integrated natural cooling screw chillers, which are listed in the Ministry of Industry and Information Technology's directory of advanced applicable technologies for green data centers [4] - Successful projects include major data centers for national supercomputing and various banks, with international collaborations in North America, Australia, Southeast Asia, and the Middle East [4] Group 3: Nuclear Power Industry - The company has developed innovative technologies for nuclear power applications, focusing on core scenarios such as nuclear island cooling and heat recovery, supporting the safe and efficient use of nuclear energy [5] - It has supplied products to multiple nuclear power stations across China, enhancing operational safety and efficiency [5] Group 4: Controlled Nuclear Fusion - The company produces helium compressors essential for cooling superconducting magnets in magnetic confinement fusion devices, operating at temperatures close to absolute zero (-269°C) [5][6] Group 5: Industrial Heat Management - In line with national carbon neutrality strategies, the company has launched comprehensive industrial heat control solutions, integrating advanced technologies for efficient energy recovery and utilization [7] - The focus is on creating a multi-source, multi-level system integration technology to enhance energy efficiency across various industrial applications [7]
冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20250821
2025-08-22 00:08
Group 1: Financial Performance - In the first half of 2025, the company achieved revenue of 3.12 billion CNY, a year-on-year decline of 7% [3] - The net profit attributable to shareholders was 266 million CNY, down 20% year-on-year [3] - Domestic business revenue was 2.1 billion CNY, while overseas business grew significantly by 30%, reaching 1.02 billion CNY [3] Group 2: Business Strategy and Product Offerings - The company focuses on providing safe, environmentally friendly, and energy-efficient smart green energy system solutions [3] - Key products include compressors and heat exchangers, covering a temperature range from -271°C to 200°C [3] - The low-temperature refrigeration segment generated 1.73 billion CNY, accounting for 55% of total revenue, while the HVAC segment contributed 1.2 billion CNY, making up 39% [3] Group 3: Market Applications and Innovations - The company’s products are widely used in various sectors, including food processing, cold chain logistics, and industrial cooling systems [3] - The company has developed a full range of magnetic levitation compressor products, showcasing significant technological advantages [3] - Recent innovations include a helium compressor for superconducting magnets, which operates at near absolute zero temperatures [7] Group 4: Industry Engagement and Standards - The company participated in drafting national standards for centrifugal refrigerant compressors and oil-free centrifugal chillers [3] - It has successfully served numerous data centers and nuclear power plants, enhancing its reputation in the industry [4][5] - The company’s low-carbon energy-saving technologies have been recognized as national demonstration technologies [4]
冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20250820
2025-08-21 01:00
| | 活动期间谈论的主要内容如下: | | --- | --- | | | 一、讨论了公司 2025 年半年度报告 | | | 2025 年上半年公司实现营业收入 31.2 亿元,同比下滑 7%, | | | 归母净利润 2.66 亿元,同比下降 20%。第二季度营收同比转增。 | | | 总体上国内业务下游需求放缓,短期市场承压,实现营收 | | 21 | 亿元;"向海"战略顺利展开,海外业务显著增长 30%,达到 | | 10.2 | 亿元。 | | | 二、讨论了业务情况和产业板块 | | | 公司致力于在能源和动力领域提供先进的系统解决方案和 | | | 全生命周期服务,主要产品形式为压缩机和换热装置,实施温控、 | | | 增压等冷热能管理功能,覆盖-271℃-200℃温度区间。具体有螺 | | | 杆式压缩机、离心式压缩机、吸收式制冷机、活塞式压缩机、涡 | | | 旋式压缩机、工业热泵、储能蓄能装置、真空冻干设备、速冻装 | | | 置、换热设备、船用制冷设备、多联机等。 | | | 公司打造了全系列磁悬浮压缩机产品矩阵,有着显著的技术 | | | 优势和市场表现。磁悬浮压缩机在北京冬奥村项目 ...