冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20251224

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] - Key applications of products span across various industries such as food processing, cold chain logistics, industrial refrigeration, and special air conditioning for data centers and nuclear power [3] Group 2: Financial Performance - The low-temperature refrigeration segment experienced a slight decline in revenue during the first three quarters, with the decline rate 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 Dunham-Bush, which has a 131-year history and offers products like variable frequency centrifugal chillers [4] - Successful domestic projects include major data centers for China Mobile and China Unicom, while international collaborations extend to North America, Australia, Southeast Asia, and the Middle East [4] Group 4: Nuclear Power Products - The company is actively involved in nuclear power, focusing on core scenarios such as nuclear island cooling and heat recovery, with innovative technologies developed for safe and efficient operation [6] - Recent projects include serving multiple nuclear power stations across China and developing a no-power cooling system for the world's first commercial fourth-generation high-temperature gas-cooled reactor [7] Group 5: Heat Recovery Steam Generators (HRSG) - The joint venture with Yantai Modern Ice Wheel Heavy Industry Co., Ltd. produces HRSGs for combined cycle gas power plants, with expected revenue exceeding 700 million in 2024 [8] Group 6: Thermal Management Sector - The company is committed to energy management through a full range of industrial heat pumps, with a focus on its subsidiary Beijing Huayuan Tailong, recognized as a national-level "little giant" enterprise [8] - The company has filed 96 patents and 33 software copyrights, with several technologies recognized as national champions and included in green technology promotion directories [9]