格隆汇1月8日丨冰轮环境(000811.SZ)在投资者互动平台表示，公司氦气压缩机可用在可控核聚变系统 中的超低温超导环境营造环节，不用于其热管理。 公司应用吸收式热泵进行核电热管理。旗下华源泰 盟公司以荣获国家技术发明二等奖的吸收式换热技术为基础，与清华大学合作研发出水热同产同送（应 用于核能利用海水淡化技术）、核能供暖大温差长输供热技术等，已在国家电投"暖核一号"核能供暖项 目应用，央视新闻以"我国首个跨城核能供热项目正式投运"为标题进行了播报。 ...

Group 1: Stock Market Activity - Institutions net bought 13 stocks and net sold 18 stocks on the day, with the top three net purchases being: Fuxin Technology (¥242 million), Guoci Materials (¥153 million), and Zhongneng Electric (¥124 million) [1] - Fuxin Technology saw a price increase of 6.90% with 1 buyer and no sellers [2] - Guoci Materials experienced a significant price increase of 20.02% with 4 buyers and 1 seller, and has begun mass production of RF microchip packaging for low-orbit satellites [2][4] Group 2: Energy Sector Insights - The International Energy Agency (IEA) predicts that global data center electricity consumption will reach approximately 945 TWh by 2030, more than double the estimated 415 TWh in 2024, with an annual growth rate of about 15% from 2024 to 2030 [3] - The nuclear fusion market is expected to approach $500 billion (¥3.5 trillion) by 2030, with domestic fusion industry anticipated to enter engineering experimental pile construction around 2027 [5] Group 3: Government Initiatives - The Central Economic Work Conference emphasized the need for a "dual carbon" approach to drive a comprehensive green transition, focusing on energy efficiency and carbon reduction in key industries [4]

深交所：12月15日对深证成指、创业板指、深证100、创业板50等指数实施样本股定期调整 财经新闻 1. 12月13日，2025—2026中国经济年会召开，主题为"贯彻落实中央经济工作会议精神，以高质量发展为'十五五'开好局"。中央财办分管日常工作的副 主任、中央农办主任韩文秀，国家发展改革委副秘书长肖渭明，中国国际经济交流中心副理事长王一鸣发表演讲。 韩文秀：明年还将根据形势变化出台实施增量政策；要继续实施更加积极的财政政策；继续实施适度宽松的货币政策；要增强宏观政策取向一致性和有 效性 肖渭明：加快出台实施首发经济、赛事经济、电子商务、"人工智能+消费"等领域提振消费的政策；发展先进制造业集群，全面实施"人工智能+"行动， 完善低空经济产业生态；培育服务出口新增长点，引导外资更多投向先进制造、现代服务、高新技术、节能降碳环保的领域；加快推进全面绿色转型 王一鸣：2026年经济发展面临四大机遇；要重点发展服务消费，提供差异化供给；要继续稳定房地产市场，稳定预期 重要新闻提示 国家发展改革委：多措并举促进投资止跌回稳；优化实施消费品以旧换新政策 国家医保局：合理提升产前检查医疗费用保障水平，力争全国基本实现政 ...

1 | | 巴等头部企业，参与了之江实验室新型算力中心、中国联通浙江德清云 | | --- | --- | | | 数据中心、杭钢云计算数据中心等重点项目建设。 | | | 三、公司可控核聚变领域相关业务介绍 | | | 可控核聚变领域如超导托克马克（人造小太阳）等多项大科学工程 | | | 必须在液氦到超流氦温区环境下运行，氦气压缩机作为大型低温系统的 | | | 核心部件，是实现大科学装置低温环境的主要手段。国家重大科研装备 | | | 研制项目"液氦到超流氦温区大型低温制冷系统研制"所采用的是公司 | | | 生产的"兆瓦级"大型的氦气压缩机设备，该项目可获得-271℃温度下 | | | 百瓦级的制冷量。上述技术已取得国家科技成果评价，整体技术达到国 | | | 际领先水平，具有重要的社会效益和经济效益，市场应用前景广阔。公 | | | 司拥有多项氦气压缩机的相关专利。 | | | 四、氢能源领域业务介绍 | | | 公司在氢燃料电池领域的发展，源于对产业链核心技术的长期布 | | | 局。公司一方面是发展燃料电池电堆、动力系统及系统核心零部件制造 | | | 业务，另一方面是将现有压缩机技术、制冷技术 ...

Core Insights - The article highlights the transformation of Ice Wheel Environment from a traditional equipment supplier to a comprehensive solution provider in temperature control and energy management, addressing diverse market needs through innovative technologies [1][2]. Company Transformation - Ice Wheel Environment's breakthrough in helium compressors in 2016 marked a significant shift, allowing the company to transition from traditional cold chain services to advanced applications in fields like controlled nuclear fusion and ultra-low temperature research [2]. - The helium compressor, known as the "crown jewel" of the compressor industry, addresses extreme low-temperature challenges, achieving international leading standards while costing about 20% of imported alternatives [2]. Industry Positioning - The company is extending its temperature control capabilities by developing technologies for both ultra-low and high-temperature applications, including industrial heat recovery systems [3]. - Through acquisitions, such as Dunham-Bush and Beijing Huayuan Taimeng Energy Equipment Co., Ice Wheel Environment has completed its temperature control industry chain from low to high temperatures [3]. Market Opportunities - The company is capitalizing on the growing demand for temperature control solutions driven by AI computing and accelerated nuclear power construction, positioning itself in a favorable market environment [4]. - Ice Wheel Environment's products, including liquid cooling systems, are recognized in the National Green Data Center Advanced Applicable Technology Product Directory, indicating their relevance in the evolving data center landscape [4]. Nuclear Power Sector - Dunham-Bush, a subsidiary of Ice Wheel Environment, holds the highest nuclear-grade qualifications and is the only service provider in China covering all areas of nuclear island cooling systems [5]. - The company has serviced over twenty nuclear power plants, showcasing its expertise and commitment to safety in extreme conditions [5]. Strategic Focus - Ice Wheel Environment aims to balance short-term performance with long-term investments in emerging technologies like hydrogen energy and carbon capture, utilization, and storage (CCUS) [6]. - The establishment of a "Central Research Institute" emphasizes the company's commitment to innovation, with a focus on maintaining a minimum R&D investment of 4% across business units [6]. Vision and Commitment - The brand slogan "Let Temperature Have More Temperature" reflects the company's dual focus on technical excellence and humanistic values, aiming to contribute to carbon neutrality goals [7]. - Ice Wheel Environment is dedicated to becoming a standard configuration for carbon neutrality across industries, leveraging nearly 70 years of expertise to navigate the evolving landscape of digital and green technologies [7].

为此，公司成立专项攻关组，从研发、设计到工艺、制造全线协同，将零部件间隙精度做到0.01毫米 级，密封面磨至镜面等级，最终产品经鉴定，核心指标达到国际领先水平，成本却仅为进口设备的20% 左右。这台氦气压缩机不仅应用于中国科学院重大科研装置，更在2020年入选国家能源局组织评定的首 批能源领域首台（套）重大技术装备项目。 以此为突破点，冰轮环境通过内生研发与外延并购，持续向温区两端延伸：向下，突破深冷极限；向 上，通过吸收式换热、工业热泵等技术，实现对工业余热的高效回收利用。 今年以来，AI算力狂奔、低碳转型深化……时代的浪潮正以前所未有的力量重塑制造业发展图景。作 为长期隐身于各行业"幕后"的温控与能源管理巨头，冰轮环境技术股份有限公司（以下简称"冰轮环 境"）正以其横跨-271℃至220℃的全温区技术能力，支撑数字变革与能源革命。 "把每一度都当成生意来做。"近日，冰轮环境董事长李增群在接受《证券日报》记者专访时表示，如今 冰轮环境已实现从单一设备供应商到可提供"全场景、全温区、全流程系统解决方案"的转身，服务领域 从肉类冷链延伸到石化行业近零碳园区，构建起独特的"技术储备池"，以灵活的解决方案应对市场多 ...

Core Viewpoint - Dongya Machinery (301028) has stated that the company currently does not have any products related to helium compressors [1] Company Summary - Dongya Machinery responded to investor inquiries on November 10, indicating the absence of helium compressor products [1]

Core Viewpoint - The company, Dongya Machinery (301028.SZ), does not currently offer helium compressor products, as stated in response to an investor inquiry on the investor interaction platform [2]. Summary by Category Company Information - Dongya Machinery confirmed on November 10 that it does not have helium compressor products available [2].

Core Viewpoint - The Xu Wei Nuclear Power Station project is the world's first nuclear energy industrial heating project, expected to significantly change the industrial heating landscape, with an estimated revenue of around 2 billion yuan from its second phase [1] Group 1: Project Overview - The Xu Wei Nuclear Power Station is the first project globally to couple high-temperature gas-cooled reactors with pressurized water reactors, primarily focusing on heating while also supplying electricity [1] - The innovative "heat-based electricity" operation mode and two-stage steam heating technology represent a demonstration of China's third and fourth-generation nuclear power technologies [1] Group 2: Technical Details - The first phase of the Xu Wei Nuclear Power Station consists of two "Hualong One" units and one high-temperature gas-cooled reactor, which is based on China's fourth-generation independent intellectual property nuclear technology [1] - The company is the only domestic equipment manufacturer with supply achievements in high-temperature gas-cooled reactors [1] Group 3: Financial Impact - The second phase of the Xu Wei Nuclear Power Station and its specific financial data will be detailed in the company's periodic reports, indicating potential future revenue impacts [1]

Group 1: Financial Performance - In the first half of 2025, the company achieved revenue of 3.12 billion CNY, a year-on-year decline of 7% [3] - The net profit attributable to shareholders was 266 million CNY, down 20% year-on-year [3] - Domestic business revenue was 2.1 billion CNY, while overseas business grew significantly by 30%, reaching 1.02 billion CNY [3] Group 2: Business Strategy and Product Offerings - The company focuses on providing safe, environmentally friendly, and energy-efficient smart green energy system solutions [3] - Key products include compressors and heat exchangers, covering a temperature range from -271°C to 200°C [3] - The low-temperature refrigeration segment generated 1.73 billion CNY, accounting for 55% of total revenue, while the HVAC segment contributed 1.2 billion CNY, making up 39% [3] Group 3: Market Applications and Innovations - The company’s products are widely used in various sectors, including food processing, cold chain logistics, and industrial cooling systems [3] - The company has developed a full range of magnetic levitation compressor products, showcasing significant technological advantages [3] - Recent innovations include a helium compressor for superconducting magnets, which operates at near absolute zero temperatures [7] Group 4: Industry Engagement and Standards - The company participated in drafting national standards for centrifugal refrigerant compressors and oil-free centrifugal chillers [3] - It has successfully served numerous data centers and nuclear power plants, enhancing its reputation in the industry [4][5] - The company’s low-carbon energy-saving technologies have been recognized as national demonstration technologies [4]