冰轮环境技术股份有限公司投资者关系活动记录表 证券代码：000811 证券简称：冰轮环境 | | 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。 | | | 公司打造了全系列磁悬浮压缩机产品矩阵,有着显著的技术 | | | 优势和市场表现。磁悬浮压缩机在北京冬奥村项目中表现出色， | | | 展现了产品的可靠性和高效性。参与《离心式制冷剂压缩机》和 | | | 《无油悬浮离心式冷水（热泵）机组》两项国家标准起草。 | | | 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 | | | ...

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%, with a net profit attributable to shareholders of 266 million CNY, down 20% year-on-year [4] - The second quarter saw a year-on-year revenue increase, with domestic business revenue at 2.1 billion CNY, while overseas business grew significantly by 30%, reaching 1.02 billion CNY [4] Group 2: Business Segments and Products - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with key products including compressors and heat exchangers, covering a temperature range of -271℃ to 200℃ [4] - The low-temperature refrigeration segment generated revenue of 1.73 billion CNY, accounting for 55% of total revenue, while the HVAC segment contributed 1.2 billion CNY, making up 39% [4] Group 3: Data Center Applications - The company’s subsidiaries provide cooling equipment for data centers, including variable frequency centrifugal chillers and integrated natural cooling function screw chillers, which have been recognized in the national green data center technology catalog [5] - Successful projects include major data centers across China and collaborations with local integrators in North America, Australia, Southeast Asia, and the Middle East [5] Group 4: Nuclear Power Industry - The company is actively involved in the nuclear power sector, focusing on core applications such as nuclear island cooling and heat recovery, with innovative technologies developed for safe and efficient energy use [6][7] - It has provided services to multiple nuclear power stations in China, enhancing operational safety and efficiency [6][7] Group 5: Industrial Heat Management - In line with national carbon reduction strategies, the company has launched comprehensive industrial heat control solutions, integrating high-temperature and wide-temperature range heat pump technologies [8] - The solutions aim to achieve efficient energy recovery and utilization across various industrial applications, reflecting the company's long-term strategic vision [8]

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 exchangers, covering a temperature range of -271℃ to 200℃ [2] - The product matrix includes various types of compressors and industrial heat pumps, showcasing significant technological advantages and market performance [2] - The company has developed a full range of magnetic levitation compressor products, demonstrating reliability and efficiency in projects like the Beijing Winter Olympic Village [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 recognized in the national green data center technology product directory [2] - Successful domestic projects include major data centers for national supercomputing and telecommunications companies, with international collaborations in North America, Australia, Southeast Asia, and the Middle East [2] - Upcoming product launches include upgraded IDC-specific magnetic levitation and air suspension series products, enhancing competitiveness [2] Group 3: Nuclear Power Industry Innovations - The company is actively involved in nuclear power, focusing on core scenarios like nuclear island cooling and heat recovery, providing innovative technologies for safe and efficient energy use [3][4] - It has supported numerous nuclear power stations across China, contributing to the development of advanced cooling systems and technologies [3][4] Group 4: Industrial Heat Management - In line with national carbon reduction strategies, the company has launched comprehensive industrial heat control solutions, integrating multi-source and multi-level system technologies [4] - The focus is on efficient recovery and utilization of waste energy, expanding the application of heat pumps across various sectors [4] Group 5: Marine Economy Product Layout - The company is a leader in the marine refrigeration market, providing smart solutions for deep-sea fishing and seafood processing industries [5] - Recent initiatives include developing low-carbon energy systems for marine applications, aligning with industry trends towards decarbonization and intelligence [5] - The company has supplied critical equipment for China's first ultra-deepwater scientific research vessel, showcasing its capabilities in marine technology [5]

Group 1: Company Overview and Product Offerings - The main products include compressors and heat exchange devices, focusing on cooling, heating, and pressurization functions [2] - Key products include screw compressors, centrifugal compressors, absorption compressors, piston compressors, and various industrial heat pumps [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: Industry Applications - Products are utilized in various sectors such as food freezing and refrigeration, cold chain logistics, chemical production, and commercial air conditioning [2] - The company provides cooling equipment for data centers, including variable frequency centrifugal chillers and integrated natural cooling systems [2] - Successful projects include major data centers for national supercomputing and telecommunications companies, both domestically and internationally [2] Group 3: Nuclear Power Sector - The company focuses on nuclear island cooling and heat recovery technologies, supporting the safe operation of nuclear power plants [3][4] - Innovations include a no-power air cooler for safety shells and a helium compressor for superconducting magnets in nuclear fusion applications [4][5] Group 4: Energy Management and Environmental Technologies - The company is committed to energy management through a full range of industrial heat pumps, with a focus on sustainable technologies [5][6] - The subsidiary Beijing Huayuan Taima has been recognized as a national-level "little giant" enterprise, holding 96 patents and 33 software copyrights [5][6] - Technologies developed include absorption heat exchangers and low-temperature waste heat recovery systems, which have received national awards and recognitions [6]