龙虎榜丨3亿元资金抢筹万马股份 机构狂买南山智尚（名 单） 47只上榜的龙虎榜个股中，23只个股被净买入，24只个股被净卖出。其中，资金净买入最多的是万马股份，达3亿 元，占总成交金额的6.27%。万马股份当日收盘上涨10.02%，换手率为27.68%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元 | 总成交比 | | | | 万马股份 | 10.02% | 30043 | 6.27% | 27.68% | 普通席位买入,成功 | | | | | | | 率37.30% | | 汉朔科技 | 20% | 15802 | 9.04% | 68.01% | 1家机构买入,成功 | | | | | | | 率46.20% | | 弘景光电 | 282.03% | 11109 | 6.46% | 83.94% | 普通席位买入，成功 | | | | | | | 率17.91% | | 南山智尚 | 20.02% | 8586 | 7.12% | 14.24% | 4家机构买入,成功 | ...

万马股份涨停，深股通净买入1.24亿元 万马股份今日涨停，全天换手率27.68%，成交额47.88亿元，振幅9.89%。龙虎榜数据显示，深股通净买 入1.24亿元，营业部席位合计净买入1.76亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达9.51%上榜，深股通净买入1.24亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交13.36亿元，其中，买入成交额为8.18亿 元，卖出成交额为5.18亿元，合计净买入3.00亿元。 具体来看，今日上榜的营业部中，深股通为第三大买入营业部，买入金额为1.72亿元，卖出金额为 4801.85万元，合计净买入1.24亿元。 近半年该股累计上榜龙虎榜5次，上榜次日股价平均涨2.66%，上榜后5日平均涨15.73%。 资金流向方面，今日该股主力资金净流入6.66亿元，其中，特大单净流入7.12亿元，大单资金净流出 4632.37万元。近5日主力资金净流入9.37亿元。 融资融券数据显示，该股最新（3月17日）两融余额为8.09亿元，其中，融资余额为8.06亿元，融券余额 为365.69万元。近5日融资余额合计减少2051.41万元，降幅为2.48%，融券余额合 ...

Investment Rating - The report does not explicitly state an investment rating for the industry or the company [1]. Core Insights - The company, Wanma Co., is focusing on a "one body, two wings" development strategy, which includes three main business segments: wire and cable, new materials, and new energy [17]. - Wanma's cable segment has a diverse product range, including industrial cables and specialized cables for electric vehicles, with nearly 10,000 product models and specifications [17]. - The company has a significant production capacity for high-pressure insulation materials, with an annual capacity of 60,000 tons, and holds approximately 20% of the domestic market share [20]. Summary by Sections 1. Basic Research Information - The research was conducted on Wanma Co., which operates in the power grid equipment industry, on March 6, 2025 [13]. 2. Detailed Research Institutions - Participating institutions included Northeast Electric New, Xiangju Capital, and Chengluo Investment [14]. 3. Research Institution Proportion - The report does not provide specific data on the proportion of research institutions involved [15]. 4. Main Content Information - The company has established two main production bases for its cable segment, focusing on different types of cables [17]. - Wanma has developed a strong position in the robot cable market, with multiple patents and industry standards [19]. - The company has implemented strategies to mitigate the impact of raw material price fluctuations, particularly for copper and other chemical materials [21][22]. - Wanma's current public charging pile count is 39,252, with 3,012 charging stations [22].

2025年政府工作报告首次将6G技术纳入未来产业培育核心框架。机构预计，到2040年，6G各类终端连 接数相比2022年增长超过30倍，月均流量增长超过130倍，最终带来千亿级终端连接数、万亿级GB月均 流量的广阔市场发展空间。 工信部要求加快6G研发进程 据工信微报消息，3月12日，工业和信息化部党组书记李乐成主持召开干部大会，部署贯彻落实工作。 会议强调，要持续推动信息通信业高质量发展，扩大5G规模化应用，加快6G研发进程，推动工业互联 网创新发展，推进算力中心建设布局优化，创新行业监管方式，强化网络和数据安全保障，加强无线电 管理，提升频谱技术创新能力和频谱资源开发利用水平。 政策面上，2025年政府工作报告首次将6G技术纳入未来产业培育核心框架，明确其与生物制造、量子 科技等并列的国家战略重点地位。 银河证券指出，根据此次政府工作报告的陈述，我国对于未来产业的支持力度，已逐步提升到方向确立 后的投入时期。在此基础上首次提到6G，代表我国已经确立6G产业发展将会是未来的重点方向。 6G将带来万亿级月均流量的市场空间 6G是指第六代移动通信标准，被视为下一代通信技术的核心突破方向。相较于5G，其峰值速率预 ...

| | 一、公司副总经理、董事会秘书赵宇恺详细介绍了公司"一 | | --- | --- | | | 体两翼"发展战略及电线电缆、新材料、新能源三大业务板块的 | | | 发展情况。 | | | 二、问答环节： | | | 1、请简要介绍公司装备线缆板块？ | | | 答：万马装备线缆板块旗下有浙江万马专用线缆科技有限公 | | | 司、浙江万马天屹通信线缆有限公司、浙江万马集团特种电子电 | | | 缆有限公司等。 | | | 万马天屹主营产品有：网络数据电缆、光纤光缆、智能安防 | | | 电缆、综合布线配件产品等。 | | | 万马特缆主营产品为工业线缆：500 万/1000 万/2000 万次拖 | | | 链电缆、机器人本体电缆、机器人盘间电缆、示教器电缆、普通 | | | 控制电缆、工业总线、传感器电缆等，是国内首家获得国际产品 | | 投资者关系活动 | 双认证（美国 UL+德国 TUV）并且取得德国 莱茵授权实验 TUV | | 主要内容介绍 | 室认证的企业。 | | | 万马专缆致力于各类柔性、耐高低温、防腐蚀等特性特种电 | | | 缆的研发、生产与销售。已形成电动汽车车内高压、充电桩充 ...

Summary of Wanma Co., Ltd. Conference Call Company Overview - Wanma Co., Ltd. has been involved in the robot cable sector since 2017, leveraging its polymer material advantages and independent R&D to enter the high-end industrial robot cable market, which is known for its high production difficulty and customer certification barriers [2][3] Industry Insights - The domestic market for industrial robot cables is approximately several billion RMB, while the global market is expected to double [2][7] - The company has established a close partnership with KUKA, supplying over 50% of the same category cables, with plans to increase this to over 99% [2][8] - The performance of domestic robot cable products has reached international standards, comparable to German companies HEW and ENE [2][9] Key Product Features - Wanma's robot cables significantly outperform ordinary cables in terms of wear resistance, bending, high-temperature and oil resistance, and torsion resistance, undergoing over 30 million bending tests [2][5] - The production process for these cables requires a long verification period of 1-2 years due to the high technical barriers related to high-strength conductors and material formulations [2][10] Market Development - The company has begun receiving orders in humanoid robots and robotic dogs since 2024, indicating a shift towards emerging markets while still focusing on industrial applications [2][6] - The gross margin for industrial robot cables is around 40%, significantly higher than other business segments, due to the technical difficulty and manufacturing barriers [3][14] Competitive Landscape - The industrial robot cable market is relatively mature, with domestic manufacturers gradually capturing more market share as the domestic replacement process accelerates [7][8] - Wanma is recognized as one of the largest and most professional companies in the domestic market, competing with international brands like HERAMED and Alamo [3][16] R&D and Production Capacity - The company has not planned to increase R&D investment significantly, as it utilizes existing materials and production processes to meet customer needs [21] - Current production lines are capable of meeting a demand of 300-400 million RMB, with potential for quick responses to market changes [24] Challenges and Opportunities - The entry barriers for new players in the cable industry are high due to the need for specialized technology, production equipment, and long verification periods [26] - The company is well-positioned to meet the stringent requirements for stability and durability in high-intensity applications, as evidenced by its successful projects [27][28] Future Outlook - The company anticipates a positive market outlook for humanoid robots, although current orders have not yet reached the million-level [22] - The overall order volume is substantial, with industrial robot orders reaching over 100 million RMB [22][23] Conclusion - Wanma Co., Ltd. is strategically positioned in the high-end industrial robot cable market, with strong partnerships, advanced technology, and a growing presence in emerging markets. The company is well-equipped to handle the challenges of the industry while capitalizing on new opportunities.

Core Views - The article highlights significant economic and financial developments in China, including monetary policy adjustments, the establishment of investment funds, and regulatory measures to protect investors [4][5][6][7]. Group 1: Monetary Policy and Economic Measures - The People's Bank of China plans to adjust the reserve requirement ratio and interest rates based on domestic and international economic conditions, indicating there is still room for lowering the reserve requirement ratio [4]. - A national venture capital guidance fund will be established to support the growth of innovative enterprises, combining the cultivation of new and traditional industries [5]. - The Ministry of Finance will implement two new loan interest subsidy policies to stimulate consumer spending, particularly in sectors closely related to daily life [9]. Group 2: Regulatory Actions - The China Securities Regulatory Commission emphasizes strict regulation to protect investors, focusing on serious violations such as financial fraud and market manipulation [6]. - The regulatory framework will be enhanced across all stages of the market, including information disclosure and corporate governance [6]. Group 3: Industry Developments - The launch of the first general-purpose AI intelligent agent product, Manus, by the Monica team marks a significant advancement in AI technology [10]. - The European Central Bank has lowered key interest rates, aligning with market expectations, which may influence global financial conditions [11]. Group 4: Company Announcements - Water Crystal Optoelectronics plans to acquire a 95.6% stake in Guangdong Aikesi for approximately 323.5 million yuan, aiming to enhance its AR/VR business [14]. - Wuhan Holdings intends to purchase 100% of Wuhan Municipal Institute, which will diversify its business and create new revenue streams [15]. - Macro Shenghuayuan's subsidiary is a candidate for multiple procurement projects from the State Grid, with a potential value of approximately 1.354 billion yuan [21].

| 证券代码：002276 | 证券简称：万马股份 | 公告编号：2025-003 | | --- | --- | --- | | 债券代码：149590 | 万马 债券简称：21 | 01 | 浙江万马股份有限公司 关于股票交易异常波动的公告 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、股票交易异常波动的情况介绍 浙江万马股份有限公司（以下简称"公司"）股票（证券代码：002276，证 券简称：万马股份）交易价格连续3个交易日内（2025年3月4日、2025年3月5日、 2025年3月6日）收盘价格涨幅偏离值累计超过20%。根据《深圳证券交易所股票 交易规则》相关规定，属于股票交易异常波动的情况。 二、公司关注、核实情况 针对公司股票异常波动，公司董事会通过信息、电话等方式，对公司控股股 东、实际控制人就相关问题进行了核查，相关情况说明如下： 1.公司前期披露的信息不存在需要更正、补充之处； 2.公司未发现近期公共媒体报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息； 3.近期公司生产经营情况正常，公司内外部经营环境未发生重大变化； ...

Group 1: Company Overview - Zhejiang Wanma Co., Ltd. focuses on a "one body, two wings" development strategy, encompassing three main business sectors: wire and cable, new materials, and new energy [2] - The company has established a robust presence in the intelligent equipment cable manufacturing sector, particularly in robotics [5] Group 2: Product Offerings - Wanma's main products include network data cables, optical fiber cables, and industrial cables, with a notable achievement of being the first domestic company to obtain dual international product certification (UL + TUV) [3] - The company has developed a wide range of specialized cables for various applications, including high-voltage cables for electric vehicles and charging stations, with nearly 10,000 product models and specifications available [3][4] Group 3: Market Position and Performance - Wanma's public charging pile inventory stands at 39,252 units, while the number of charging stations is 3,012, according to the latest data from the Charging Infrastructure Promotion Alliance [9] - The company is positioned to enhance its operational efficiency in the new energy sector and expand its sales of charging piles to improve profitability [9] Group 4: Research and Development - The company has established a specialized laboratory for robotics cables, which is authorized by TUV Rheinland, ensuring quality assurance throughout the design, development, and production processes [7] - Wanma's flexible special cables exhibit excellent performance characteristics, including resistance to oil, corrosion, and wear, making them suitable for extreme environments [6] Group 5: Industry Outlook and Risks - The growth of the robotics and intelligent equipment sector is subject to uncertainties related to application development speed and customer capacity release [5] - Recent market enthusiasm for humanoid robots and robotic dogs has led to significant short-term stock price fluctuations, prompting the company to advise investors to exercise caution [5]

Core Viewpoint - Wanma Co., Ltd. has experienced a significant stock price increase, reaching a limit-up for three consecutive trading days, indicating strong market interest and potential investor confidence [1] Stock Performance - The stock price reached 14.38 yuan with a turnover rate of 3.96% and a trading volume of 39.7855 million shares, amounting to a transaction value of 561 million yuan [1] - During the consecutive limit-up period, the stock has cumulatively increased by 33.15% with a total turnover rate of 35.26% [1] Market Capitalization - The latest total market capitalization of the A-shares is 14.585 billion yuan, with a circulating market capitalization of 14.453 billion yuan [1] Margin Trading Data - As of February 27, the margin trading balance for the stock is 816 million yuan, with a financing balance of 813 million yuan, reflecting an increase of 79.1317 million yuan or 10.79% from the previous trading day [1] - Over the past three days, the margin trading balance has increased by 86.6885 million yuan, representing a growth of 11.94% [1] Institutional Activity - The stock has appeared on the Dragon and Tiger List due to a cumulative price deviation of 20% over three trading days and a daily deviation of 7% [1] - Institutional investors have net bought 34.2499 million yuan, while the cumulative net purchase from the Shenzhen Stock Connect reached 35.0810 million yuan, with total net buying from brokerage seats amounting to 66.3265 million yuan [1] Financial Performance - For the first three quarters, the company reported total operating revenue of 13.021 billion yuan, reflecting a year-on-year growth of 10.87% [1] - The net profit for the same period was 255 million yuan, showing a year-on-year decline of 46.71% [1]