Financial Performance - The company's operating revenue for 2023 was CNY 17,760,670,818, representing a year-over-year increase of 17.46% compared to CNY 15,121,002,138 in 2022[21]. - The net profit attributable to shareholders for 2023 was CNY 341,165,194.30, a decrease of 38.57% from CNY 555,405,257.57 in 2022[21]. - The net cash flow from operating activities for 2023 was CNY 200,602,812.30, down 54.90% from CNY 444,819,113.27 in 2022[21]. - The basic earnings per share for 2023 was CNY 0.3389, a decline of 38.67% compared to CNY 0.5526 in 2022[21]. - The total assets at the end of 2023 were CNY 15,017,294,580, reflecting a 9.14% increase from CNY 13,760,224,171 at the end of 2022[23]. - The net assets attributable to shareholders at the end of 2023 were CNY 5,644,616,496, an increase of 4.52% from CNY 5,400,734,364 at the end of 2022[23]. - The company reported a significant decrease in net profit after deducting non-recurring gains and losses, which was CNY 288,243,585.06, down 31.68% from CNY 421,886,061.18 in 2022[21]. - The weighted average return on equity for 2023 was 6.15%, a decrease of 4.67% from 10.82% in 2022[21]. - The company experienced a net loss in cash flow from operating activities in the first quarter of 2024, amounting to CNY -862,339,282.57[27]. Shareholder Information - The company plans to distribute a cash dividend of 0.5 RMB per 10 shares to all shareholders, based on a total share capital of 1,014,289,836 shares[5]. - The company’s controlling shareholder changed from Haikong Group to Haikong Investment Holdings, with the latter holding 25.53% of the total share capital after a share transfer completed on December 23, 2024[20]. - The company’s actual controller remains the State-owned Assets Supervision and Administration Commission of Qingdao West Coast New Area[20]. - The company has a total of 1,014,289,836 shares outstanding[5]. Corporate Governance - The company’s financial report has been confirmed as true, accurate, and complete by its responsible persons, including the chairman and accounting head[4]. - The company has maintained a complete and independent operational system, including procurement, R&D, production, and sales, without reliance on the controlling shareholder or related parties[179]. - The company has clear ownership of its assets and operates independently, with no instances of asset or funds being misappropriated by the controlling shareholder[180]. - The company has established a robust financial management system, operating independently with its own bank accounts and tax compliance[183]. - The company has a complete governance structure, ensuring independent decision-making and operations of its board and committees[182]. - The company has consistently adhered to legal and regulatory requirements in its governance practices[178]. - The company has not reported any significant discrepancies in its governance practices compared to regulatory standards[178]. Market and Industry Trends - The cable industry is experiencing a continuous increase in market concentration, with leading companies expanding their market share through advantages in brand, technology, and capital[32]. - The government has introduced multiple policies to promote high-quality development in the cable industry, focusing on environmental protection and technological innovation[33]. - The charging pile industry is entering an accelerated construction phase, with new technologies such as high-power fast charging and wireless charging being implemented[40]. - The market for environmentally friendly cable materials is steadily increasing, driven by the dual carbon goals and the demand for low-carbon solutions[152]. - The market share of high-end and special cables in the cable industry is anticipated to rise from 30% in 2024 to 35%-40% by 2025[145]. Research and Development - The company has developed a product line of charging piles ranging from 7kW to 960kW, including high-power DC charging piles and smart AC charging piles[43]. - The company invested approximately 100 million yuan in 2023-2024 for technological upgrades, including a new production facility capable of producing 16,000 kilometers of cables annually[50]. - The company has received multiple honors in 2024, including being recognized as a "National Specialized and Innovative Small Giant Enterprise" and a "Top 100 Manufacturing Enterprise in Hangzhou"[53]. - The company has established joint ventures with research institutes to enhance its capabilities in material research and product upgrades for power cables and equipment cables[51]. - The company has developed advanced wind power cables with superior performance characteristics, achieving domestic leading technology levels[48]. - The company is focusing on developing environmentally friendly and high-performance cables, including a 125℃ low-smoke halogen-free rubber cable for oil drilling applications[104]. Sales and Revenue - The industrial segment contributed ¥17,662,173,261.29, accounting for 99.45% of total revenue, with a year-on-year growth of 17.67%[81]. - The sales of electric power products amounted to ¥11,746,909,377.01, which is 66.14% of total revenue, showing a significant increase of 32.29% from the previous year[81]. - The power products segment generated ¥10,581,317,247.36, accounting for 67.19% of total revenue, with a year-on-year growth of 35.78% from ¥7,792,771,762.69 in 2023[90]. - The communication products segment saw a decline, with revenue of ¥437,203,471.86, down 38.22% from ¥707,709,850.97 in 2023, representing only 2.78% of total revenue[90]. - The new materials segment saw a sales volume increase of 9.31%, with a monthly peak sales volume surpassing 55,500 tons[63]. Investment and Financial Management - The company plans to expand its production capacity with a new project aimed at producing 10,000 tons of environmentally friendly polymer materials annually[121]. - The company has made significant equity investments, including a capital increase of ¥38,068,738.89 in a subsidiary, Zhejiang Wanma Cable Co., Ltd.[121]. - The company reported a significant increase in derivative financial assets, with a total of ¥56,341,148 for the current period, compared to ¥13,911,430 at the beginning[117]. - The company recorded a fair value change of ¥1,050,897.6 in other non-current financial assets, bringing the total to ¥27,615,607[117]. - The company has not engaged in any related party transactions that would lead to unfair competition[179]. Risk Management - The company employs hedging and supply chain procurement strategies to manage risks associated with raw material price volatility[164]. - The company emphasizes product quality management to mitigate risks related to product defects that could impact its reputation and financial performance[167]. - The company faces risks from policy changes affecting the electric wire and cable, new materials, and NEV charging industries, which could impact its strategic goals[162]. - Market competition is expected to intensify in the renewable energy sector, necessitating adjustments in production capacity and sales strategies to mitigate risks[163]. Investor Relations - The company conducted multiple investor meetings and site visits in 2024, focusing on the development of its three main business segments: wire and cable, new materials, and renewable energy[170]. - The company reported a total of 108 institutional investors participating in its online performance briefing in April 2024, indicating strong interest in its business outlook[172]. - The company has engaged with various institutional investors, including major funds, to discuss its strategic direction and business performance throughout 2024[174]. - The participation rate of investors in the first temporary shareholders' meeting of 2024 was 32.01%[184]. - The participation rate of investors in the 2023 annual shareholders' meeting was 31.02%[184].

暗盘资金正涌入这些股票，点击速看>>> 万马股份（002276）今日涨停，成交额35.57亿元，换手率24.50%，盘后龙虎榜数据显示，深股通专用 席位买入1.93亿元并卖出9576.75万元。 ...

③景业智能：公司正在定制开发多款特种四足机器人产品，"胡狼一号"作为其中一款，主要定位于要地 自主巡逻安防领域，它具备自主巡逻、环境感知、自组网、入侵侦测、警示、攻击等功能，适用于边 防、重要设施保护等场景。公司正在研发一款专注于察打一体的特种四足机器人，它具备环境感知和协 同作战能力，未来可执行复杂环境中的攻击任务等。 人民财讯3月20日电，万马股份股价连续涨停，使得机器狗概念引发关注。多家上市公司最新回复相关 问题。 ②辰安科技：公司对于消防机器人产品中的机器狗灭火产品的应用展望是从应急救援向多领域渗透，未 来，公司将拓展其在化工园区、森林火灾、地铁隧道、石油储罐等场景的应用，并开发"机器狗+AI指 挥舱"系统，实现全自主灭火作业。 ①万马股份：公司在机器人和机器狗领域现主要业务为基于机器人线缆线束的万马机器人智连CCa系统 化解决方案，后续也计划进一步拓展业务领域，及开展上下游合作。公司已与多家机器人机器狗公司展 开基于万马机器人智连CCa系统的服务和合作。 ...

| 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。 ...

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 ...

| | 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 ...