证券代码：835892 证券简称：中科美菱 公告编号：2025-059 中科美菱低温科技股份有限公司 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担个别及连带法律责任。 一、投资者关系活动类别 √特定对象调研 □业绩说明会 □媒体采访 □现场参观 □新闻发布会 投资者关系活动记录表 □分析师会议 □路演活动 □其他 二、投资者关系活动情况 活动时间：2025 年 5 月 23 日 活动地点：安徽省合肥市经济技术开发区紫石路 1862 号中科美菱低温科技 股份有限公司办公楼会议室 参会单位及人员：华源证券、汇添富基金、前海开源基金、国寿安保基金、 同泰基金、深圳跨越基金、南华基金、工银瑞信基金、平安大华基金、天弘基金、 泰康资管、工银资管、上海滦海投资管理有限公司、深圳正圆投资有限公司、深 圳市尚诚资产管理有限责任公司、海南君阳私募基金管理有限公司、北京橡果资 产管理有限公司、北京星允投资管理有限公司、海南贝盈私募基金管理有限公司、 上海临信资产管理有限公司、上海汇瑾资产管理有限公司、青岛逻辑基金管理有 限公司、上海鑫垣私募 ...

Industry Overview - The cold storage industry chain includes upstream equipment supply, midstream cold storage construction and operation, and downstream application fields such as food, pharmaceuticals, and chemicals [2] - The demand for cold chain logistics is continuously growing due to the rapid development of fresh e-commerce and pharmaceutical cold chains, providing a broad market space for low-temperature refrigeration equipment [4] Market Growth - In 2022, the sales revenue of China's low-temperature refrigeration equipment industry reached 657.58 billion yuan, with a compound annual growth rate of 4.0% from 2018 to 2022 [4] - By the end of 2023, China's total cold storage capacity is approximately 228 million cubic meters, representing a year-on-year growth of 8.6% [6] Regional Distribution - The East China, Central China, and North China regions have the largest cold storage capacities, with East China accounting for 39% of the total capacity [8] - The western regions have relatively less cold storage capacity, but cities like Chengdu and Chongqing have developed significant cold storage facilities [8] Cold Storage Classification - Cold storage is mainly classified into freezing warehouses (below -18°C), refrigerated warehouses (0-10°C), and constant temperature warehouses, with freezing warehouses making up 70% of the total [10] Competitive Landscape - The cold storage industry has a relatively low concentration, with the top 100 enterprises accounting for nearly 40% of the total capacity, indicating fierce competition among numerous companies [12] - Leading companies such as Shun'an Environment and Hanchong Precision occupy significant market positions with high revenue and profitability [12] Research Methodology - The research team utilized a combination of desktop research, quantitative surveys, and qualitative analysis to comprehensively analyze the cold storage industry's market capacity, industry chain, operational characteristics, profitability, and business models [14]