南财智讯12月19日电，冰轮环境在投资者关系活动中表示，公司在核电领域聚焦核岛冷却、核能供热等 核心场景，研发出核岛冷却、余热回收、安全壳内无动力空冷器、水热同产同送、大温差长输供热等创 新技术，已在国内红沿河、宁德、阳江、防城港等十余个核电站实现应用。子公司烟台顿汉布什是全球 核岛制冷机服务商，拥有20余年核电服务经验，参与制定国家能源局相关标准，近期中标浮动小型核反 应堆冷机项目，助力中国小型堆分布式能源发展。华源泰盟公司基于吸收式换热技术，与清华大学合作 开发的核能供暖技术已应用于国家电投"暖核一号"项目，并获央视报道。 ...

南财智讯12月18日电，冰轮环境在投资者关系活动中表示，公司聚焦核岛冷却、核能供热等场景，研发 出核岛冷却、余热回收、安全壳无动力空冷器、水热同产同送等多项创新技术，服务于红沿河、宁德、 阳江、海阳等多个核电站。旗下顿汉布什拥有20余年核电服务经验，是核岛制冷设备国家标准主要起草 单位，近期中标浮动小型核反应堆冷机项目，助力中国小型堆分布式能源发展。华源泰盟相关技术已在 国家电投'暖核一号'项目中应用，并获央视报道。 ...

冰轮环境是一家在制冷压缩机领域拥有深厚积累的公司，已有近 70 年的历史。 其核心业务涵盖冷链装备、能源化工装备、中央空调以及工业热管理四大板块。 2024 年，公司冷链装备收入占比超过 30%，主要服务于地方国企和食品企业； 能源化工装备收入占比约为 25%，涉及天然气、炼化化工、多晶硅、锂电、氢 能和碳捕集等多个方向；中央空调业务由子公司盾安布什承担，收入占比约为 33%；工业热管理由控股 60%的还原泰盟负责，主要提供余热回收设备。 冰 轮环境的竞争优势主要体现在以下几个方面： 1. 技术体系完整：冰轮是国内唯一拥有螺杆制冷压缩机自主知识产权的企 业，并且在整个冷链装备行业中经营规模最大。其产品覆盖从零下 271 度到零上 200 度的宽温区间。 冰轮环境 20251207 摘要 冰轮环境是国内冷链装备行业龙头，拥有螺杆制冷压缩机自主知识产权， 产品覆盖宽温区间，具备技术体系完整和技术水平领先的竞争优势，并 通过全球化生产制造基地服务全球市场。 子公司盾安布什专注于数据中心等特种领域，提供一次侧制冷装备，技 术水平高，项目经验丰富，与多家大型客户合作密切，2024 年实现收 入 22.6 亿人民币，净利 ...

Core Viewpoint - The mechanical industry is positioned as a cornerstone of industrial economy, aiming for an annual revenue growth rate of approximately 3.5% and a revenue target of over 10 trillion yuan, as outlined in the "Mechanical Industry Steady Growth Work Plan" [1] Group 1: Industry Growth Strategies - The plan emphasizes the need to stimulate growth through three main strategies: tapping into existing domestic demand, nurturing new demand, and enhancing international competitiveness [1] - The mechanical industry relies heavily on infrastructure construction and equipment investment, with 70% of demand stemming from these areas, making the replacement of outdated equipment a key focus [3][4] Group 2: Equipment Upgrades and Innovations - The transition towards green, intelligent, and service-oriented equipment is accelerating, creating a market space worth trillions [3] - Companies like Shengtun Mining are investing significantly in equipment upgrades, such as heat recovery systems, which have led to substantial CO2 emissions reductions [3] - The industry is experiencing a concentrated period of equipment updates, particularly in the engineering machinery sector, driven by the aging of equipment from previous sales peaks [4] Group 3: International Competitiveness - The mechanical industry is showcasing enhanced international competitiveness, as evidenced by increased foreign participation in trade exhibitions, with foreign visitor numbers doubling compared to two years ago [5] - In the first half of the year, the mechanical industry achieved a goods trade export value of $465.94 billion, marking a 12.4% year-on-year increase, and a trade surplus of $334.28 billion, up 23.3% [6] Group 4: Strategic Goals and New Market Opportunities - Companies like LiuGong and XCMG are setting ambitious revenue targets for 2030, with international revenue expected to exceed 60% [7] - The plan includes initiatives for smart equipment innovation, focusing on industrial mother machines, smart agricultural machinery, and high-end robots [8] - The integration of AI technologies in new products is driving efficiency and sustainability, with companies reporting significant reductions in material usage and carbon emissions [9]

Core Insights - The mechanical industry is positioned as a cornerstone of industrial economy, aiming for an average annual revenue growth rate of approximately 3.5% and a revenue target exceeding 10 trillion yuan [1] - The industry seeks to stimulate growth through three main strategies: tapping into existing domestic demand, fostering new demand, and enhancing international competitiveness [1] Group 1: Industry Growth Strategies - The mechanical industry derives 70% of its demand from infrastructure construction and equipment investment in various sectors, with the renewal of old equipment being a key driver for market growth [2] - The push for equipment updates is moving towards greener, smarter, and service-oriented solutions, creating a market space worth trillions [2] - The industry is experiencing a concentrated renewal period for equipment sold during the last sales peak (2016-2021), with strong demand for updates due to factors like the transition to National IV standards [3] Group 2: International Competitiveness - The recent China International Fire Equipment Technology Exchange Exhibition showcased a significant increase in foreign participation, indicating a growing interest in Chinese products and technologies [4] - In the first half of the year, the mechanical industry achieved a trade export value of $465.94 billion, a year-on-year increase of 12.4%, with a trade surplus of $334.28 billion, reflecting resilience in international trade [5] Group 3: New Market Opportunities - The implementation of intelligent equipment innovation development projects is aimed at addressing national strategic needs and enhancing market demand [7] - Companies like UBTECH are making strides in humanoid robotics, securing significant contracts and preparing for large-scale production and application [7] - The integration of AI technologies in products is enhancing operational efficiency and reducing carbon emissions, with companies like Southern Road Machinery leading in AI-driven automation [8]