| 证券代码：002276 | 证券简称：万马股份 | 公告编号：2025-004 | | --- | --- | --- | | 债券代码：149590 | 万马 债券简称：21 | 01 | 关于股票交易异常波动的公告 浙江万马股份有限公司 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2个交易日内（2025年3月18日、2025年3月19 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； 4.公司、控股股 ...

公司机器人电缆产品及万马机器人智联CCa系统，主要应用于工业机器人领域，也在逐步应用于人形机 器人和机器狗产品中。 现有人形机器人、机器狗线缆订单收入占比较小，且公司在该领域的业务发展前景，一定程度上依赖于 机器人、机器狗在应用场景的开发和落地速度、客户产能释放规划，及公司的产品综合实力和市场进一 步拓展的能力，存在一定的不确定性。 人民财讯3月19日电，万马股份(002276)3月19日晚间发布股价异动的公告，近期人形机器人、机器狗等 概念市场情绪较高，公司股价短期内涨幅较大。 公司是国内规模较大的智能装备线缆制造企业，是国内较早成功进入包括机器人电缆在内的智能装备电 缆领域研发和生产的公司。 ...

Market Overview - A total of 56 stocks hit the daily limit up in the A-share market, with 47 stocks hitting the limit after excluding 9 ST stocks, resulting in an overall limit-up rate of 70.89% [1] Top Performers - Dongyi Risheng had the highest limit-up order volume at 263,100 hands, followed by Dalian Heavy Industry, Qinghai Huading, and Xuelong Group with limit-up orders of 215,300 hands, 213,000 hands, and 196,500 hands respectively [2] - *ST Tongzhou achieved 11 consecutive limit-ups, while Qijing Machinery had 6 consecutive limit-ups, and Shenkai Co., Ltd. and Julisi had 5 consecutive limit-ups [2] Investment Highlights - Xuelong Group is involved in the Yushubot concept and has indirect holdings in Hangzhou Yushu Technology Co., Ltd. through a partnership with Shenzhen Venture Capital [2] - The company holds a 1.3546% stake in Hangzhou Yushu Technology through the Shenzhen Venture Capital SME Development Fund (Xinjiang) and a 0.7239% stake in the fund itself [2] Industry Trends - The robot concept is gaining traction, highlighted by NVIDIA's announcement of the world's first open-source, customizable humanoid robot base model, Isaac Groot [3] - Companies like Yuhuan Numerical Control and Wanma Co., Ltd. are actively engaged in the humanoid robot market and related technologies [4] Brain-Computer Interface Sector - Guomai Technology is tracking domestic and international brain-computer interface projects and exploring application scenarios [5] - Innovation Medical has a stake in Bole Brain-Machine (Hangzhou) Technology Co., Ltd., focusing on brain-computer interface technology and high-end medical devices [5] Marine Economy - Companies like Julisi and Shenkai Co., Ltd. are expanding into marine industries, including marine fishing, oil and gas development, and offshore wind power [6][7] Institutional Activity - Institutional investors showed significant interest in Dawi Technology, with net purchases exceeding 200 million yuan, while Guomai Technology and Xiangyang Bearing also saw substantial net buying [8]

资金流向方面，今日该股主力资金净流入8327.91万元，其中，特大单净流入3.28亿元，大单资金净流出 2.44亿元。近5日主力资金净流入10.97亿元。 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15.00亿元，其中，买入成交额为5.52亿 元，卖出成交额为9.48亿元，合计净卖出3.96亿元。 具体来看，今日上榜的营业部中，深股通为第二大买入营业部及第三大卖出营业部，买入金额为1.31亿 元，卖出金额为1.83亿元，合计净卖出5224.74万元。 近半年该股累计上榜龙虎榜6次，上榜次日股价平均涨4.13%，上榜后5日平均涨14.59%。 万马股份今日涨停，全天换手率31.15%，成交额58.88亿元，振幅10.75%。龙虎榜数据显示，深股通净 卖出5224.74万元，营业部席位合计净卖出3.44亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达10.40%上榜，深股通净卖出5224.74万元。 融资融券数据显示，该股最新（3月18日）两融余额为8.70亿元，其中，融资余额为8.66亿元，融券余额 为387.32万元。近5日融资余额合计减少2856.00万元，降幅为3.19%，融券余额合计减 ...

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.