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 082 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 | | 国寿安保基金肖佳琪、余舒嘉铭、季天华、中金严佳 | | 及人员姓 | | | | 名 | | | | 时间 | 2025 年 11 月 28 日 | | | 地点 | 腾讯会议 | | | 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： 从营收角度看，前三季度低温制冷板块略有下滑，降幅逐季收敛； 特种空调和热管理板块同比增长。 三、讨论了公司产品在数据中心包括液冷系统的应用及产能情 况 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。 顿汉布什公司（DUNHAM-BUSH）跻身 ...

Group 1: Company Overview and Product Offerings - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with products including compressors and heat exchange devices, covering a temperature range of -271°C to 200°C [2] - Key products include various types of compressors (screw, centrifugal, absorption, piston, and scroll), industrial heat pumps, energy storage devices, vacuum freeze-drying equipment, and marine refrigeration equipment [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: Applications in Data Centers - The company’s subsidiaries provide cooling equipment for data centers, including variable frequency centrifugal chillers and air-cooled screw chillers, which are listed in the Ministry of Industry and Information Technology's directory of advanced applicable technologies for green data centers [2] - Successful projects include major data centers for national supercomputing, China Mobile, and various banks, with a positive market outlook and tactical expansion of overseas manufacturing bases [2] Group 3: Nuclear Power Industry Products - The company is focused on core scenarios in nuclear power, developing technologies for nuclear island cooling and heat recovery, providing robust technical support for safe and efficient energy use [3] - The company’s subsidiary has extensive experience in nuclear refrigeration, being a key contributor to national standards and having a comprehensive range of products for nuclear applications [3] Group 4: Controlled Nuclear Fusion Applications - The company has developed helium compressors for superconducting magnets used in magnetic confinement fusion devices, capable of operating at temperatures close to absolute zero (-269°C) [3] - The helium compressors have been supplied to major national laboratories for significant scientific research projects [3] Group 5: Thermal Energy Management - The company responds to carbon neutrality policies by offering a full range of industrial heat pumps, with a focus on its subsidiary recognized as a national-level "little giant" enterprise [4] - The subsidiary has developed several core technologies and holds numerous patents, with products recognized as national champions in manufacturing [4]