000811 冰轮环境 ：液冷服务器+冰雪产业

30. Dez. 2024

以下内容只作个人标记不作为投资参考

止损11.6
行业：机械设备>通用设备>制冷空调设备
概念：燃料电池、疫苗存储、冷链物流、创投、地热能、碳中和、数据中心、冰雪产业、体育产业、核电、空气能热泵、地方国企改革、国企改革、冬奥会、山东国企改革、液冷服务器

中央经济工作会议提出积极发展冰雪经济；吉林：到2030年冰雪旅游出游总花费达到5400亿
A、冰雪产业+制冷设备+液冷服务器
1、公司拥有冷链系统集成技术，能够生产全系列螺杆压缩机；
超低温用氦气压缩机，可应用于氢液化系统，目前公司正在关注调研氢燃料系统用压缩机装备；
2、公司有成熟的地源热泵产品，可利用地热能
作为中国制冷行业领军企业，冰雪运动产业是公司的传统优势服务领域，公司是冰雪场馆关键装备的主力提供者。

B、制冷设备+液冷服务器+数据中心+氢能源
1、公司拥有冷链系统集成技术，能够生产全系列螺杆压缩机；
超低温用氦气压缩机，可应用于氢液化系统，目前公司正在关注调研氢燃料系统用压缩机装备；
2、公司有成熟的地源热泵产品，可利用地热能
冰轮环境公布2023年半年度业绩预告，报告期归属于上市公司股东的净利润盈利3.4亿元–3.96亿元，比上年同期增长89%－120%

The following content is only for personal marking and is not used as an investment reference

Stop loss 11.6
Industry: Mechanical equipment > General equipment > Refrigeration and air conditioning equipment
Concepts: Fuel cells, vaccine storage, cold chain logistics, venture capital, geothermal energy, carbon neutrality, data centers, ice and snow industry, sports industry, nuclear power, air energy heat pumps, local state-owned enterprise reform, state-owned enterprise reform, Winter Olympics, Shandong state-owned enterprise reform, liquid cooling server

The Central Economic Work Conference proposed to actively develop the ice and snow economy; Jilin: By 2030, the total cost of ice and snow tourism will reach 540 billion
A. Ice and snow industry + refrigeration equipment + liquid cooling server
1. The company has cold chain system integration technology and can produce a full range of screw compressors;
Ultra-low temperature helium compressors can be used in hydrogen liquefaction systems. The company is currently focusing on investigating compressor equipment for hydrogen fuel systems;
2. The company has mature ground source heat pump products that can use geothermal energy
As a leading company in China's refrigeration industry, the ice and snow sports industry is the company's traditional advantage service field, and the company is the main provider of key equipment for ice and snow venues.

B. Refrigeration equipment + liquid cooling server + data center + hydrogen energy
1. The company has cold chain system integration technology and can produce a full range of screw compressors;
Ultra-low temperature helium compressors can be used in hydrogen liquefaction systems. The company is currently focusing on investigating compressor equipment for hydrogen fuel systems;
2. The company has mature ground source heat pump products that can utilize geothermal energy
Binglun Environment announced its 2023 semi-annual performance forecast. The net profit attributable to shareholders of the listed company during the reporting period was 340 million yuan to 396 million yuan, an increase of 89% to 120% over the same period last year