| 证券代码：002276 | 证券简称：万马股份 | | 公告编号：2026-002 | | --- | --- | --- | --- | | 债券代码：149590 | 万马 债券简称：21 | 01 | | 浙江万马股份有限公司 关于公司组织结构调整的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、组织结构调整情况 - 1 - 附件：浙江万马股份有限公司组织结构图 - 2 - 二、本次组织结构调整对公司的影响 本次组织结构的调整，有利于提高公司经营效率，强化业务管控，提升内部协同， 促进公司高质量发展，符合公司战略发展要求。 特此公告。 浙江万马股份有限公司董事会 二〇二六年二月六日 根据浙江万马股份有限公司（以下简称"公司"）经营发展需要，为进一步完善公 司治理结构，提高公司管理水平和运营效率，公司对组织结构进行调整。设置党群工作 部、风控法审中心（下设审计部，审计部对董事会负责，接受审计委员会监督指导）、 运营管理中心、财务管理中心、资本运作中心（下设董秘办，由董事会秘书直接领导）、 供应链管理中心、制造管理中心、研发管理中心、综合管理部 ...

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has released a public list of green factories and green industrial parks for the year 2025, highlighting the importance of sustainable development in the manufacturing sector [2]. Group 1: Green Factories and Industrial Parks - The list includes newly cultivated green factories and industrial parks, as well as those undergoing dynamic management adjustments, which were recommended by provincial industrial and information departments and reviewed by experts [4]. - Notable companies included in the list are Beijing Haibo Sichuang Technology Co., Ltd., Envision Energy Technology (Jiangsu) Co., Ltd., and Honeycomb Energy Technology Co., Ltd. [3][4]. Group 2: Contact Information and Public Notice - The public notice period for the list is from February 5, 2026, to February 19, 2026, during which any objections can be submitted to the MIIT [5]. - The contact unit for inquiries is the Energy Conservation and Comprehensive Utilization Department of the MIIT, with a provided contact number for further communication [5].

证券日报网讯2月2日，万马股份（002276）在互动平台回答投资者提问时表示，公司严格遵守《深圳证 券交易所股票上市规则》等法律法规及监管要求履行信息披露义务。 ...

证券日报网讯 1月30日，万马股份在互动平台回答投资者提问时表示，公司研发生产海底电缆用绝缘 层、海缆用超光滑半导电屏蔽料，已成功应用于多个国内外重大海底电缆输电项目。未来公司将继续依 托核心技术，推进高压海缆材料的国产化进程，增强产品竞争力。 （编辑 袁冠琳） ...

万马股份（002276.SZ）1月30日在投资者互动平台表示，公司研发生产海底电缆用绝缘层、海缆用超光 滑半导电屏蔽料，已成功应用于多个国内外重大海底电缆输电项目。未来公司将继续依托核心技术，推 进高压海缆材料的国产化进程，增强产品竞争力。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司有没有海缆相关项目在开展或规划中？ ...

万马股份（002276.SZ）1月30日在投资者互动平台表示，公司航空导线等部分产品符合机载和航天设备 要求，应用于航空及地面装备等，该类业务尚处于市场开拓期，对公司当前整体营收贡献较小，敬请投 资者注意相关风险。 每经AI快讯，有投资者在投资者互动平台提问：太空、卫星互联网等场景对线缆的耐辐照、低放气 率、极端温度耐受能力要求极高，请问公司现有航空航天线缆产品是否具备向这类场景升级的技术基 础？后续在产品工艺改进上有何具体计划？ （文章来源：每日经济新闻） ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 有投资者在互动平台向万马股份提问："结合政府采购整治'内卷式竞争'的新规（2026年2月1日施行） 及万马股份的业务特性，可提出问题：在财政部2026年1月发布的政府采购异常低价整治新规（聚焦'优 质优价、履约验收'）实施后，万马股份2026年以来在电力电缆、储能配套等核心政采赛道的中标数 量、单项目毛利率改善幅度，以及符合新规'全生命周期成本'要求的典型履约案例（如含运维服务的项 目）有哪些？" 针对上述提问，万马股份回应称："尊敬的投资者，您好！感谢您对公司的关注。财政部等相关部委为 推动政府采购回归'优质优价'的价值导向，遏制'内卷式'恶性低价竞争而出台的新规，有利于营造更加 健康、可持续的市场环境。万马股份作为长期服务于国家电网等大型客户的企业，始终坚持以技术创 新、质量可靠和全生命周期服务能力作为核心竞争优势。公司将积极适应政策要求，力争在未来的市场 竞争中，以更高的质量、更优的服务和更全面的解决方案赢得客户认可。公司在新规施行后的具体经营 数据及其他重大信息，将严格按照监管要求，在定期报告或相关公告中予以披 ...

Group 1 - The core viewpoint of the article highlights a significant increase in the power grid equipment sector, which rose by 6.94% on the trading day, with YN Power leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - A detailed table of individual stock performances within the power grid equipment sector shows various stocks with their closing prices, percentage changes, trading volumes, and transaction amounts [1] Group 2 - The net inflow of main funds into the power grid equipment sector was 6.472 billion yuan, while retail funds experienced a net outflow of 2.429 billion yuan [3] - A breakdown of fund flows indicates that major stocks like TBEA and China XD Electric saw significant net inflows of 2.408 billion yuan and 1.807 billion yuan, respectively, while retail investors withdrew funds from these stocks [3] - The table of fund flows provides insights into the net inflows and outflows for various stocks, highlighting the contrasting behaviors of institutional and retail investors [3]

Core Insights - The article emphasizes the rapid growth and importance of the new energy insulation materials industry, driven by the dual forces of the "dual carbon" strategy and explosive growth in downstream new energy sectors such as electric vehicles, photovoltaics, wind power, and energy storage [1][3]. Industry Overview - New energy insulation materials are high-performance special materials designed for solar, wind, energy storage, and electric vehicle applications, requiring not only traditional insulation functions but also high voltage resistance, weather resistance, and flame retardancy [2][3]. - The industry has established a complete supply chain from upstream raw material supply to midstream material R&D and manufacturing, and downstream terminal applications, with a shift from single product supply to comprehensive solution services [1][3]. Market Dynamics - The market for new energy insulation materials is expanding rapidly, with electric vehicles being the core growth market. The demand for insulation materials in photovoltaics, wind power, and energy storage is also increasing significantly [1][4]. - The insulation materials market is projected to reach 66 billion yuan by 2025, driven by the rapid growth of the new energy vehicle sector, which is expected to see production and sales exceed 14.9 million units, with a year-on-year growth rate of over 30% [4][7]. Policy Support - A series of policies have been introduced to support the new energy insulation materials industry, including guidelines for enhancing safety systems in electric vehicle enterprises and plans for green and low-carbon innovation in power equipment [3][4]. Competitive Landscape - The competitive landscape is characterized by a shift towards high-end, green, and localized production, with domestic companies accelerating technological breakthroughs to reduce reliance on imports [1][8]. - Key players in the market include Dongcai Technology, Ping An Electric, and others, with a focus on high-performance materials such as silicone rubber and polyimide films [1][4]. Future Trends - The industry is expected to evolve towards high-end, green, localized, and integrated development, with a focus on technological innovations such as nanocomposites and bio-based materials [8][9]. - The trend of domestic substitution will deepen, with leading companies breaking foreign monopolies in high-end products and enhancing market concentration through mergers and acquisitions [9][10]. - There will be a shift from merely providing products to offering customized solutions, enhancing collaboration between upstream raw material suppliers and midstream manufacturers [10].

Core Viewpoint - Wanma Co., Ltd. emphasizes employee care and team building, aiming to enhance team cohesion and sense of belonging through a comprehensive career development system, competitive compensation incentives, and rich employee care programs [2] Group 1 - The company conducts regular employee satisfaction surveys annually to ensure a stable workforce [2] - Wanma Co., Ltd. is committed to creating a positive and healthy work environment to promote mutual growth between employees and the company [2]