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集成自然冷却功能的风冷螺杆冷水机组
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冰轮环境:海外制造基地在扩产中
Zheng Quan Ri Bao Wang· 2025-12-16 13:44
证券日报网12月16日讯冰轮环境(000811)在12月16日回答调研者提问时表示,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)跻身欧美系暖通空调一线梯队,已有131年历史。"变频离心式冷水机组""集成自 然冷却功能的风冷螺杆冷水机组"两项产品入选工信部《国家绿色数据中心先进适用技术产品目录》, 其中,"变频离心式冷水机组"包含"高压变频离心式冷水机组"和"磁悬浮变频离心式冷水机组"。国内已 成功服务了国家超级计算广州中心(天河二号)、中国移动(600941)(贵州)大数据中心、中国联通西安 数据中心、北京四季青数据中心、上海交通银行数据处理中心、恒丰银行总部数据中心、北京中信银行 数据中心、杭钢集团云计算数据中心、淮海大数据产业园、深圳梅林数据中心、数字福州云计算中心、 武汉大数据产业中心、浙江之江国家实验室等诸多项目。在海外,与多家本土专业集成商合作,服务了 北美、澳洲、东南亚、中东众多项目,市场景气度持续高企。冰轮换热技术公司提供蒸发式冷凝器、闭 式冷却塔、干冷器、等焓加湿空冷器、干湿联合式冷却器、板翅式 ...
冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20251216-2
2025-12-16 09:52
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 089 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 | 汇添富基金江健、袁峰、谢杰、李超、马磊、陈潇扬、卞正、李云鑫、 | | | 及人员姓 | 韩超、郑乐凯、黄耀锋、花秀宁、广发证券黄晓萍 | | | 名 | | | | 时间 | 2025 年 12 月 16 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 ...
冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20251211
2025-12-11 08:08
活动期间谈论的主要内容如下: 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 086 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 | 交银施罗德基金芮晨、新华资产李浪、信达澳亚基金朱然、华夏基金 | | | 名称 | 艾邦妮、博普资产章腾飞、毅达资本李凡、涌津投资苗耀辉、招金投 | | | 及人员姓 | 资刘中山、郝洪谅、新华基金刘海彬、爱建证券资管李致远、安信基 | | | 名 | 金李梓昊、中泰证券苏仪、民生加银基金范明月、中泰资本吴晓淼 | | | 时间 | 2025 年 12 月 11 日 | | | 地点 | 济南市 | | | 上市公司 | | | | 接 | 董事会秘书孙秀欣 | | | 待人员姓 | | | | 名 | | | 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 ...
冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20251204-2
2025-12-04 08:56
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。 顿汉布什公司(DUNHAM-BUSH)跻身欧美系暖通空调一线梯队, 已有131年历史。"变频离心式冷水机组""集成自然冷却功能的风冷 螺杆冷水机组"两项产品入选工信部《国家绿色数据中心先进适用技 术产品目录》,其中,"变频离心式冷水机组"包含"高压变频离心式 冷水机组"和"磁悬浮变频离心式冷水机组"。国内已成功服务了国 家超级计算广州中心(天河二号)、中国移动(贵州)大数据中心、 中国联通西安数据中心、北京四季青数据中心、上海交通银行数据处 理中心、恒丰银行总部数据中心、北京中信银行数据中心、杭钢集团 云计算数据中心、淮海大数据产业园、深圳梅林数据中心、数字福州 云计算中心、武汉大数据产业中心、浙江之江国家实验室等诸多项目。 在海外,与多家本土专业集成商 ...
冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20251204-1
2025-12-04 08:56
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 084 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 | | 博时基金李喆、陈曦、蔡宗延、郭永升、包江麟 | | 及人员姓 | | | | 名 | | | | 时间 | 2025 年 12 月 4 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: 顿汉布什公司(DUNHAM-BUSH)跻身欧美系暖通空调一线梯队, 已有131年历史。"变频离心式冷水机组""集成自然冷却功能的风冷 螺杆冷水机组"两项产品入选工信部《国家绿色数据中心先进适用技 术产品目录》,其中,"变频离心式冷水机组"包含"高压变频离心式 冷水机组"和"磁悬浮变频离心式冷水机组"。国 ...
冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20251128
2025-11-28 07:58
Financial Performance - In Q3 2025, the company achieved a revenue of CNY 1.72 billion, a year-on-year increase of 6.88%, and a net profit attributable to shareholders of CNY 160 million, up 13.54% [3] - For the first three quarters, total revenue was CNY 4.83 billion, a decline of 2.45% year-on-year, with a net profit of CNY 428 million, down 9.68% [3] 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, operating in a temperature range of -271°C to 200°C [3] - Key product categories include screw compressors, centrifugal compressors, absorption chillers, piston compressors, and industrial heat pumps [3] Market Applications - Products are widely used in various sectors such as food processing, cold chain logistics, industrial refrigeration, and special air conditioning for data centers and nuclear power [4] - The low-temperature refrigeration segment saw a slight decline, while special air conditioning and thermal management segments experienced growth [4] Data Center Solutions - The company’s subsidiaries provide cooling equipment for data centers, including evaporative condensers and heat exchange devices [4][6] - Notable projects include collaborations with major data centers across China and partnerships with local integrators in North America, Australia, and Southeast Asia [5][6] Nuclear Power Sector - The company is actively involved in the nuclear power industry, focusing on core applications such as nuclear island cooling and heat recovery [6][7] - Recent projects include supplying cooling systems for several nuclear power stations in China [7] Thermal Management Innovations - The company is advancing in thermal management technologies, particularly through its subsidiary, which specializes in industrial heat pumps and waste heat recovery systems [8] - The company has been recognized for its innovative technologies, including awards for its absorption heat exchangers and low-temperature heat recovery systems [8] Joint Ventures and Collaborations - The company collaborates with Yantai Modern Ice Wheel Heavy Industry, focusing on gas-fired power generation waste heat boilers and partnerships with global firms like GE and Siemens [8]
冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20251119-2
2025-11-19 08:44
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]
冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20251118
2025-11-18 09:46
Financial Performance - In Q3 2025, the company achieved a revenue of 1.72 billion CNY, a year-on-year increase of 6.88%, and a net profit attributable to shareholders of 160 million CNY, up 13.54% [3] - For the first three quarters, total revenue was 4.83 billion CNY, a decline of 2.45%, with a net profit of 428 million CNY, down 9.68% [3] 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, operating in a temperature range of -271°C to 200°C [3] - Key product categories include screw compressors, centrifugal compressors, absorption chillers, piston compressors, and industrial heat pumps [3] Market Applications - Products are widely used in various sectors such as food processing, cold chain logistics, industrial cooling systems, commercial air conditioning, and energy recovery [4] - The low-temperature refrigeration segment saw a slight decline, while special air conditioning and thermal management segments experienced growth [4] Data Center Solutions - The company’s subsidiaries provide cooling equipment for data centers, including evaporative condensers and heat exchangers [4][6] - Notable projects include collaborations with major data centers across China and partnerships in North America, Australia, and Southeast Asia [5][6] Nuclear Power Sector - The company is actively involved in nuclear power, focusing on cooling and heat recovery technologies, with successful implementations in several nuclear power stations [6][7] - Innovations include a no-power cooling system for safety shells and technologies for efficient heat utilization [7] Thermal Management and Carbon Neutrality - The company is developing industrial heat pump solutions to support energy management and respond to carbon neutrality policies [8][9] - Technologies for waste heat recovery and high-temperature heat pumps are positioned to meet increasing regulatory demands [9] Solid Oxide Fuel Cell (SOFC) Research - Since 2022, the company has collaborated with Xi'an Jiaotong University on SOFC technology, achieving significant advancements in output characteristics and integration methods [10] - The project has led to the development of new sealing materials and successful performance testing of SOFC modules [10]
冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20251114
2025-11-14 07:16
Group 1: Financial Performance - In Q3 2025, the company achieved revenue of 1.72 billion CNY, a year-on-year increase of 6.88%, and a net profit attributable to shareholders of 160 million CNY, up 13.54% [3] - For the first three quarters, total revenue was 4.83 billion CNY, a decline of 2.45%, with net profit down 9.68% to 428 million CNY [3] Group 2: Business Operations and Product Offerings - The company focuses on advanced system solutions and lifecycle services in the energy and power sectors, with products including compressors and heat exchangers, operating in a temperature range of -271℃ to 200℃ [3] - Key products include screw compressors, centrifugal compressors, absorption chillers, piston compressors, and industrial heat pumps [3] Group 3: Market Applications - Products are widely used in various sectors such as food processing, cold chain logistics, industrial cooling systems, and commercial air conditioning [4] - The low-temperature refrigeration segment saw a slight decline, while special air conditioning and thermal management segments experienced growth [4] Group 4: Data Center Solutions - The company provides cooling equipment for data centers, including liquid cooling systems, through its subsidiaries [6] - Dunham-Bush has a strong presence in the HVAC market, with products recognized in the national green data center technology catalog [5] Group 5: Nuclear Power Applications - The company is involved in nuclear power projects, focusing on core scenarios like nuclear island cooling and heat recovery [7] - Recent projects include cooling systems for various nuclear power stations across China [7] Group 6: Thermal Management and Carbon Neutrality - The company is advancing its thermal management solutions in response to carbon neutrality policies, with a focus on industrial heat pumps and waste heat recovery technologies [8] - The company has been recognized for its innovative technologies and has a significant number of patents in this area [8]
冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20251111
2025-11-12 08:44
Group 1: Financial Performance - In Q3 2025, the company achieved revenue of 1.72 billion CNY, a year-on-year increase of 6.88%, with a net profit of 160 million CNY, up 13.54% [3] - For the first three quarters, total revenue was 4.83 billion CNY, a decline of 2.45% year-on-year, and net profit was 428 million CNY, down 9.68% [3] Group 2: Business Operations and Product Offerings - The company focuses on advanced system solutions and lifecycle services in the energy and power sectors, with products including compressors and heat exchangers, operating in a temperature range of -271°C to 200°C [3] - Key products include screw compressors, centrifugal compressors, absorption chillers, piston compressors, and industrial heat pumps [3] Group 3: Market Applications - Products are widely used in various sectors such as food processing, cold chain logistics, industrial cooling systems, and commercial air conditioning [4] - The low-temperature refrigeration segment saw a slight decline, while the special air conditioning and thermal management segments experienced year-on-year growth [4] Group 4: Data Center Solutions - The company provides cooling equipment for data centers, including evaporative condensers and closed cooling towers, with significant projects completed in China [5][6] - The proportion of centrifugal chillers, especially magnetic levitation types, is increasing in the IDC chiller market [6] Group 5: 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 [7] - Recent projects include providing cooling solutions for multiple nuclear power stations across China [7] Group 6: Thermal Management and Carbon Neutrality - The company is developing a full range of industrial heat pumps to support thermal management, with a focus on energy efficiency and carbon reduction [8] - The company has been recognized for its innovative technologies in heat recovery and energy efficiency, aligning with national carbon neutrality goals [8]