1, Winter Olympics promotes the development of ice and snow industry.
The Beijing Winter Olympics will be held on February 4, 2022. The successful bid for the 2022 Winter Olympics will bring great opportunities to the ice and snow industry in China.
In February, 20021,the three ministries and commissions jointly issued the Action Plan for the Development of Ice and Snow Tourism (20021-2023), aiming at promoting the formation of a more reasonable spatial layout of ice and snow tourism and a more balanced industrial structure by 2023, helping the 2022 Beijing Winter Olympics and achieving the goal of "driving 300 million people to participate in ice and snow sports".
On June 5, 2022, 65438, china tourism academy held the "2022 China Ice and Snow Tourism Development Forum", at which the "China Ice and Snow Tourism Development Report" was released. It is mentioned that from 2020 to 20021year, the number of ice and snow leisure tourists in China increased from16-20170,000 in the ice and snow season to 254 million in the ice and snow season, and it is estimated that the number of ice and snow leisure tourists in China will reach 305 million from 20021year to 2022.
The ice and snow field is the foundation of the development of ice and snow sports. At present, there are some problems in China, such as small quantity and scale, which can not fully meet the needs of the public for the time being. With China vigorously promoting the development of ice and snow industry, the number of ice and snow venues will continue to increase.
2. Inspection speech
On June 4, 2022, when inspecting the preparations for the 2022 Winter Olympics, it was pointed out that we should adhere to the concepts of green hosting, open hosting and clean hosting, and highlight the characteristics of science, technology, wisdom, green hosting and frugality. Whether it is a new venue or a venue renovation, we should pay attention to comprehensive utilization and low-carbon utilization, and integrate sports events, mass fitness, cultural leisure, exhibitions, social welfare and other functions.
The National Speed Skating Gymnasium ("Ice Belt") is a newly-built ice event competition venue in China. The National Speed Skating Hall adopts all-ice design for the first time, and the refrigeration technology adopted is carbon dioxide ice-making system. This speed skating hall is the world's first avenue speed skating hall using carbon dioxide ice-making system.
The energy efficiency of carbon dioxide refrigeration is higher than that of traditional refrigeration system, and the efficiency of carbon dioxide ice-making system can be improved by more than 20%, and the refrigeration is more uniform, which can ensure the smooth and stable ice surface. The waste heat generated in the process of ice making can be used for dehumidification, ice surface maintenance and heating the domestic water of venues. In addition, the waste heat generated in the process of ice making can be used for dehumidification, ice surface maintenance and so on. The carbon emission of refrigeration system is close to zero, and the speed skating hall can save more than 2 million kwh of electricity every year.
3. Ice making system is the most important basic equipment in skating rink.
Ice-making system is the most important basic equipment in skating rink. The main raw materials of ice making system include compressor, controller and refrigerant pump. Ice-making system is the most important basic equipment of skating rink, and its cost accounts for about 50% of the total investment of skating rink.
Two. Introduction to the ice-making industry chain: mainly including condensers, compressors, ice makers, refrigerants and other links.
The upstream of the ice-making industry chain mainly includes condensers, refrigerators, compressors and other components, the midstream includes ice makers and refrigerants, and the downstream is various ice and snow venues, cold chains and other application scenarios. Because hydrogen production and ice making have similarities in refrigeration and compression, the relevant stocks in the industrial chain, such as condensers and compressors, have layouts in the fields of ice making and hydrogen energy. The following introduces the main links of the ice-making industry chain.
1. condenser: it is a high-temperature refrigerant gas pressurized by a compressor, which releases heat in the condenser to form liquid, and then absorbs heat in the evaporator to complete the refrigeration cycle. Yeti is the core company of condensers used in the field of ice-making and hydrogen production in China, and the company also has compressor business, accounting for 43%.
2. Compressor: mainly pressurizes low-pressure refrigerant to form high-temperature and high-pressure refrigerant gas, and then enters the condenser. There are four A-share listed companies, namely, Ice Wheel Environment, Iceberg Cold and Hot, Hanzhong Seiki and Changhong Huayi, accounting for 100%, 80%, 7 1% and 73% respectively, among which Ice Wheel Environment is the leading cold chain compressor in China, and its industries cover low-temperature refrigeration, central air conditioning and environmental protection heating.
3. Ice maker: It is a kind of refrigeration mechanical equipment that uses refrigerant in refrigeration system to cool water through evaporator. At present, the annual output of ice makers in China is about 6.5438+0.4 million, and the ice maker industry is still a new industry in China, with huge market space and increasing competition. Domestic enterprises mainly include Sifang Technology and Aucma.
4. Refrigerant: it is a medium substance that completes energy conversion in various heat engines, and is mainly used in refrigeration fields such as refrigerators, household air conditioners and automobile air conditioners. Among them, fluorine refrigerants with excellent thermodynamic properties (such as well-known freon) are the most common, accounting for about half of the world's refrigerants. The refrigerants on the seven ice surfaces of the Beijing Winter Olympics are different, and it is the first time that carbon dioxide refrigerant (R744) is used on a large scale in the world. Compared with traditional refrigerants, it can save energy by more than 20% and will not destroy the ozone layer, so it is an environmentally friendly refrigerant.
Third, the stock table