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：【2026】第 003 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 | | 中欧基金代云锋、黄宇超、国信证券吴双、张翔宇 | | 及人员姓 | | | | 名 | | | | 时间 | 2026 年 1 月 8 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 | | | 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。 投 ...

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：【2026】第 001 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 | | 银华基金于蕾、王建、杨兆鑫、施航、杜鹃、杨丹、唐泽辉、华泰证 | | 及人员姓 | 券王龙钰 | | | 名 | | | | 时间 | 2026 年 1 月 7 日 | | | 地点 | 公司会议室 | | | 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： 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 ...

锡装股份 20260105 摘要 西庄股份深耕压力容器行业，产品应用于石油化工、基础化工、海工装 备、核电和太阳能等领域，客户包括国内外头部企业，定位高端市场， 毛利率和净利润率均处于行业前三水平，显示出较强的盈利能力。 公司积极进行海外布局，在新加坡和韩国设立子公司，旨在应对公共卫 生事件和贸易战的影响，提升国际市场份额，并与壳牌等国际巨头建立 长期战略合作关系，为公司提供了稳定的订单来源。 公司在核电领域拥有民用核安全二三级制造许可证，与中核集团、中广 核集团等建立了长期合作关系，产品已应用于国内外多个核电站项目， 核电业务发展迅速，需求前景良好。 海工装备市场发展良好，FPSO 和 FLNG 是流行趋势，对压力容器及海 工模块需求增加，公司拥有挪威船级社 DNV 等认证，使其更容易进入市 场，有望受益于海上油气开发的增长。 公司财务状况稳健，但 2025 年前三季度有所下滑，预计随着 1.2 万吨 产能逐渐释放，公司仍处于增长阶段，高通量、高毛利产品比例增加及 海外布局推进，未来盈利能力有望提升。 Q&A 西庄股份的主要业务和市场表现如何？ 公司产品的应用领域及其竞争优势是什么？ 西庄股份的产品主要应用 ...

编号：【2025】第 094 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 | 天风证券朱晔、任康 | | | 及人员姓 | | | | 名 | | | | 时间 | 2025 年 12 月 23 日 | | | 地点 | 公司会议室 | | | 上市公司 | | | | 接 | 董事会秘书孙秀欣 | | | 待人员姓 | | | | 名 | | | 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 要内容介 绍 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。 二、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。 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 ...

（文章来源：证券日报） 证券日报网12月22日讯长江能科在12月18日回答调研者提问时表示，公司进入能源装备赛道的核心契机 源于与中石化北京设计院的深度合作——当时承接原油电脱盐内件设备国产化任务，成为切入能源化工 装备领域的关键起点。以此为基础，公司围绕能源产业链持续拓展，从单一内件产品逐步升级为电脱成 套设备并向工艺模块设备发展，形成了"高压静电+化学破乳"相结合的核心处理工艺，构建起全链条服 务能力。目前公司核心产品涵盖电脱设备、分离设备、换热设备等能源化工专用设备，以及固碳设备、 氢能设备等新兴能源装备，同时配套提供助剂与技术服务，广泛应用于油气工程、炼油化工、海洋工 程、清洁能源等核心领域。其中，电脱设备作为原油外输及炼化环节的"首道关口"关键设备，直接决定 原油外输达标率、炼化设备运行效率及能耗水平，战略价值突出。公司不仅在单一技术及设备上持续创 新，还综合运用各项核心技术形成系统性的模块设计及制造能力，创新性地为客户提供一体化解决方 案。随着能源化工设备模块化、撬块化、一体化趋势日益显著，公司凭借以前沿核心技术为依托的模块 集成能力进一步巩固行业地位。 ...

证券代码：000811 证券简称：冰轮环境 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。 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 090 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 | | 申万菱信基金付娟、苗琦、龚霄、谢欣雨、兴业证券袁逸凌 | | 及人员姓 | | | | 名 | | | | 时间 | 2025 年 12 月 18 日 | | | 地点 | 公司会议室 | | | 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： 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 ...

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。 投资者关 系活动主 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、冰雪运动场馆、 加工预处理产线等商业制冷系统；能源/化工生产工艺冷却、航天风 洞/超导科研等人工特殊环境、建筑骨料冷却、隧道矿井探凿冻结等 工业冷冻系统；轨道交通、商业地产、公共场馆、科研文教等商用舒 适空调；数据中心、核电站、冶金石化、洁净空间、电子厂房、制药、 矿井热害、节能改造等工业特种空调；以及余热余能利用、气体压缩 及液化、储能系统、新能源装备、洁净排放；黑色金属铸造、有色金 属铸造、铸件精密加工、3D 智能成型；工业智控、智能产线、智慧 物流等。 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 ...

Group 1: Business Overview - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with products including compressors and heat exchangers, covering a temperature range of -271℃ to 200℃ [3] - Products are widely used in various industries such as food processing, cold chain logistics, industrial cooling systems, and commercial air conditioning [3] Group 2: Revenue Performance - The low-temperature refrigeration segment experienced a slight decline in revenue in the first three quarters, with the decline rate narrowing each quarter; however, the special air conditioning and thermal management segments saw year-on-year growth [4] Group 3: Data Center Applications - The company’s subsidiaries provide cooling equipment for data centers, including liquid cooling systems, with significant projects completed for major clients like the National Supercomputing Center and various banks [4][6] - The Dunham-Bush company has a 131-year history and has developed advanced cooling technologies, including variable frequency centrifugal chillers [4] Group 4: Thermal Management Technologies - The company is committed to energy management through a full range of industrial heat pumps, with a focus on its subsidiary, Beijing Huayuan Taimeng, recognized as a national-level "little giant" enterprise [6][7] - The company has developed several patented technologies for heat recovery and energy efficiency, contributing to national energy-saving initiatives [6][7] Group 5: Market Trends and Policies - The company’s technologies align with national carbon neutrality policies, providing solutions for high-energy-consuming industries to reduce energy consumption and carbon emissions [7] - The demand for heat recovery and high-temperature heat pumps is expected to grow due to urban renewal and infrastructure upgrades [7] Group 6: Joint Ventures and Future Outlook - The joint venture Yantai Modern Ice Wheel Heavy Industry Co., Ltd. has established a competitive position in the market, with projected revenues exceeding 700 million in 2024 [8]

Group 1: Business Overview - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with products including compressors and heat exchangers, covering a temperature range of -271°C to 200°C [3] - Key applications of products span across various industries such as food processing, cold chain logistics, industrial cooling systems, and commercial air conditioning [3] Group 2: Financial Performance - The low-temperature refrigeration segment experienced a slight decline in revenue during the first three quarters, with the decrease narrowing each quarter; however, the special air conditioning and thermal management segments showed year-on-year growth [4] Group 3: Data Center Applications - The company’s subsidiaries provide cooling equipment for data centers, including liquid cooling systems, with significant projects completed for major clients like the National Supercomputing Center and various banks [4][6] - The proportion of centrifugal chillers, particularly magnetic levitation types, is increasing in the IDC chiller market, while the share of screw chillers is declining [6] Group 4: Nuclear Power Sector - The company is actively involved in the nuclear power sector, focusing on core applications such as nuclear island cooling and heat recovery, with successful projects at multiple nuclear power stations [7] - Innovations include a no-power cooling system for the containment shell and technologies for nuclear heating and long-distance heat supply [7] Group 5: Thermal Management and Carbon Neutrality - The company is committed to thermal management solutions, particularly through industrial heat pumps, and has been recognized as a national-level specialized "little giant" enterprise [8] - The company’s technologies for waste heat recovery and carbon capture are expected to become essential in high-energy-consuming industries, driven by national policies on carbon neutrality [8]

Group 1: Financial Performance - The company achieved a revenue of 1.72 billion CNY in Q3 2025, representing a year-on-year growth of 6.88% [3] - The net profit attributable to shareholders for Q3 2025 was 160 million CNY, up 13.54% year-on-year [3] - For the first three quarters, total revenue was 4.83 billion CNY, a decline of 2.45% compared to the previous year, with a net profit of 428 million CNY, down 9.68% [3] Group 2: Business Operations 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 exchangers [3] - Products operate within a temperature range of -271°C to 200°C, including various types of compressors and cooling systems [3] - The low-temperature refrigeration segment saw a slight decline in revenue, while the special air conditioning and thermal management segments experienced growth [4] Group 3: Market Applications - The company's products are widely used in food processing, cold chain logistics, industrial refrigeration, and commercial air conditioning [4] - Specific applications include data centers, nuclear power plants, and various industrial cooling systems [4][6] - The company has established a strong presence in the data center market, providing cooling equipment and solutions [5][6] Group 4: International Presence and Collaborations - The company collaborates with local integrators in North America, Australia, Southeast Asia, and the Middle East, maintaining a high market demand [6] - Dunham-Bush, a subsidiary, has successfully served numerous data center projects across China and internationally [5][6] - The company is recognized for its innovative cooling technologies, including those for nuclear power applications, and has a significant number of domestic and international case studies [6]