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冰轮环境(000811):冷热系统解决方案龙头 IDC及核电等领域业务快速发展
Xin Lang Cai Jing· 2025-12-08 12:37
公司深耕制冷行业,长期以来业绩表现优秀。公司主营业务涵盖低温冷冻、中央空调、环保制热、能化 装备、精密铸件、智慧服务、氢能装备等产业集群。2005 年至2024 年公司营业收入从9.09 亿元增长至 66.35 亿元,增长6 倍左右,年复合增长率达11.03%。归母净利润从0.44 亿元增长至6.28 亿元,增长13 倍左右,年复合增长率达15.02%。2025 年三季度公司营业收入为48.25 亿元,同比增长-2.45%,归母净 利润为4.28 亿元,同比增长-9.68%。 公司在IDC 领域覆盖国内外龙头客户,技术优势突出。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。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等诸多项目。在海外与多 家本土专业集成商合作,服务了北美、澳洲、东南亚、中东诸多项目。 工业全域热控战略加速落地,技术与市场协同发力。公司方案聚焦工业热控主战场,依托"高温度、大 温差、宽温域"的热泵核心技术,深度融合多源多级系统集成技术,实现场景全覆盖、能源全兼容、技 术全链路布局, ...
调研速递|冰轮环境接受平安基金等8家机构调研 聚焦产品应用与市场格局
Xin Lang Cai Jing· 2025-09-10 09:57
Group 1 - The company held a roadshow on September 10, 2025, with participation from eight institutions including Ping An Fund and Huatai Securities Asset Management, discussing product applications, capacity, and market competition [1] - The company focuses on energy and power sectors, providing advanced system solutions and lifecycle services, with main products including compressors and heat exchangers, covering a temperature range of -271℃ to 200℃ [2] - The company's products are widely used in various industries such as commercial refrigeration, industrial freezing, commercial comfort air conditioning, and industrial special air conditioning [2] Group 2 - In the data center sector, the company’s subsidiaries provide cooling equipment, with products recognized in the national green data center technology directory, and successful projects both domestically and internationally [3] - The company has developed innovative technologies for nuclear power applications, supporting the safe operation and clean energy utilization of nuclear power plants, with a focus on core scenarios like nuclear island cooling [4] - The company’s subsidiary has over 20 years of experience in nuclear power services and has collaborated with Tsinghua University on technology applied in national energy projects [4]