冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20251112

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 cooling systems, and commercial air conditioning [4] - The low-temperature refrigeration segment experienced a slight decline, while the special air conditioning and thermal management segments saw year-on-year growth [4] Data Center Solutions - The company’s subsidiaries provide cooling equipment for data centers, including evaporative condensers and closed cooling towers, with a focus on liquid cooling systems [6] - Notable projects include collaborations with major data centers across China and partnerships with local integrators in North America, Australia, and Southeast Asia [6] 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 solutions for multiple nuclear power stations in China, enhancing safety and efficiency in energy utilization [7] Competitive Advantages - The company boasts a strong foundation in compression and heat exchange technologies, recognized with national awards for technological advancement [7] - A well-established team with extensive experience in specialized project applications contributes to the company’s competitive edge [7] Energy Management Initiatives - The company is committed to carbon neutrality, offering a full range of industrial heat pump services and focusing on energy recovery technologies [8] - Recent government policies are expected to drive demand for waste heat recovery and energy-saving technologies, positioning the company favorably in the market [8]