截至目前，公司车联网业务连接总数超过1700万辆，其中海外超过110万辆。公司已与吉利、极氪、理 想、上汽、东风、岚图、智己等10多个知名汽车厂商建立紧密的合作关系，并为吉利、理想、东风柳 汽、东风汽车、上汽等多家知名汽车厂商提供出海连接服务。 格隆汇12月12日丨万马科技(300698.SZ)在投资者关系中表示，有被问到:能否介绍一下公司车联网领域 的业务情况？有哪些客户？ 答:在车联网领域，公司全资子公司优咔科技是国内领先的第三方车联网服务商，公司的全球车联 ONESIM一站式解决方案，通过车联网专网及连接管理平台，凭借自主的eSIM及5G双卡等技术赋能汽 车网联，在全球范围内提供包括连接管理、车联运维、流量运营、全球洞察及合规管理服务，帮助车企 简化供应链管理、降低管理运维成本、丰富业务运营能力并提升海外联网服务质量。 ...

Group 1: Company Overview - Wanma Technology Co., Ltd. was established in 1997 and listed on the Shenzhen Stock Exchange's Growth Enterprise Market on August 31, 2017 [3] - In the first three quarters of 2025, the company achieved a revenue of CNY 557 million, representing a year-on-year growth of 44.51% [3] - The company has two main business segments: communication and industrial control, and vehicle networking, both of which have seen rapid growth [3] Group 2: Business Development - The company is actively expanding its product offerings in the distribution sector, becoming a candidate for three projects with the State Grid, with a total bid amount of CNY 81.2742 million in 2025 [4] - In the vehicle networking sector, the company has connected over 17 million vehicles globally, with significant partnerships with major automotive manufacturers such as Geely and Li Auto [5] Group 3: Competitive Advantages - Wanma Technology leverages partnerships with major telecom operators (China Mobile, China Telecom, China Unicom) to provide robust communication infrastructure [4] - The company has developed advanced networking solutions, including dual SIM and AI network technologies, to meet the high bandwidth and low latency requirements of smart connected vehicles [5] Group 4: Future Market Potential - The Robotaxi market is projected to reach USD 116 billion by 2030, while the domestic logistics market for Robovan is expected to see significant growth, with potential increases of CNY 977 billion and CNY 1,416 billion respectively [6] - The company is focusing on the commercial viability of autonomous driving applications, positioning itself to capitalize on the expected growth in these sectors [6] Group 5: Product Offerings - Wanma Technology provides comprehensive solutions for the vehicle networking sector, including hardware, eSIM solutions, and AI-driven cloud services [7] - The company has established partnerships with various firms in the Robotaxi and Robovan sectors, including Baidu Apollo and Hello Chuxing [7] Group 6: Global Expansion - The company has deployed six major data platforms globally and has established branches in regions such as Europe and the Middle East to enhance service efficiency and compliance [8] - Wanma Technology's platform supports multiple eSIM standards, enabling it to handle large-scale operations for multinational automotive brands [8]

（文章来源：证券日报） 证券日报网讯 12月11日晚间，万马科技发布公告称，近日，公司收到国网河南省电力公司、国网山东 省电力公司、国网内蒙古东部电力有限公司发送的《中标通知书》，中标金额合计为 5，994.34 万元 （含税）。截至本公告披露日，2025年公司累计中标国家电网有限公司环网箱项目总额为 8，127.42 万 元。 ...

万马科技股份有限公司 关于项目中标的进展公告 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，不存在 任何虚假记载、误导性陈述或重大遗漏。 万马科技股份有限公司（以下简称"公司"）于 2025 年 12 月 9 日披露《关 于项目预中标的提示性公告》（公告编号：2025-041）。近日，公司收到国网河 南省电力公司、国网山东省电力公司、国网内蒙古东部电力有限公司发送的《中 标通知书》，中标金额合计为 5,994.34 万元（含税）。截至本公告披露日，2025 年公司累计中标国家电网有限公司环网箱项目总额为 8,127.42 万元，占最近一 期经审计主营业务收入总额的 14.49%。公司现将主要内容公告如下： | 项目名称 | 招标人 | 中标人 | 中标价格 （万元） | 执行期限 | | --- | --- | --- | --- | --- | | 国家电网 2025 年华中、川渝区 | 国网河南省 | | | 合同签订后 | | 域第二次联合采购一二次融合 | 电力公司 | | 4,154.407448 | 12 个月，采 | | 成套环网箱等库存招标采购 | | 万马科 | | 购合同货物 ...

万马科技公告称，近日收到国网河南、山东、内蒙古东部电力公司《中标通知书》，中标金额合计 5994.34万元（含税）。截至公告披露日，2025年公司累计中标国家电网环网箱项目总额8127.42万元， 占最近一期经审计主营业务收入总额的14.49%。此次中标项目为公司新产品布局，若签正式合同并交 付，将提升业绩和产品竞争力。不过，项目未签采购合同，协议条款不确定，履行过程中合同金额或不 及预估。 ...

Group 1 - Musk stated that if he could start over, he would not choose to lead the U.S. "Department of Government Efficiency" (DOGE), as it fell short of the expected $2 trillion in taxpayer savings, and Tesla's stock was negatively impacted by DOGE [2] - JD.com is involved in a strategic real estate investment in Hong Kong, acquiring a 50% stake in a 27-story office building for approximately HKD 3.473 billion through its controlled investment institution [3] - Coupang's CEO resigned due to a data breach incident, with the company's COO stepping in as the interim leader [4] Group 2 - Meituan has hired Pan Xin, former head of ByteDance's visual model AI platform, to enhance its AI capabilities, indicating increased competition in the AI sector [5][6] - The National Bureau of Statistics reported a 2.2% year-on-year decline in industrial producer prices in November 2025, with a 2.7% average decrease for the year-to-date [6] - Wanma Technology is collaborating with several leading robotics companies based on its intelligent robot system, although this segment currently represents a small portion of its overall revenue [7] Group 3 - OpenAI, Anthropic, and Block have established the AI Agents Foundation to support the development of open and interoperable AI systems, backed by major tech companies [8] - Google launched the Google AI Plus service in India, priced at INR 399 per month, with a promotional rate for new users [9] - TSMC reported a revenue of NT$343.614 billion for November, a 6.5% decrease from the previous month but a 24.5% increase year-on-year [10] Group 4 - Moutai's price for its 53-degree 500ml bottle is stabilizing around RMB 1,520, while the price for the 1L bottle remains at RMB 2,900 [11] - Xiaomi is expanding into the AI education sector, actively recruiting for various related positions, indicating a strategic move to enhance its ecosystem [12] - There is a competitive bidding situation for sponsorship of the 2026 Spring Festival Gala, with companies like Zhiyuan and Yushu reportedly vying for the title, although claims of high bids have been denied [13]

每经AI快讯，有投资者在投资者互动平台提问：你好，董秘，是否考虑投资Open AI股权？ 万马科技（300698.SZ）12月10日在投资者互动平台表示，公司暂未考虑投资Open AI。 （记者 张明双） ...

证券日报网讯12月10日，万马科技（300698）在互动平台回答投资者提问时表示，2025年上半年公司费 用增长主要来自销售费用和研发费用。在通信板块，公司积极拓展工业控制业务、数据中心业务、国家 电网环网箱业务等场景；在车联网业务板块，公司加速车联网业务的海外市场拓展，并积极开拓 Robotaxi、Robovan等自动驾驶场景客户。公司业务增加以及新市场和新场景开拓，导致公司销售费用 增加；此外，公司持续关注研发投入，增加研发平台建设，提升行业竞争力，因此公司研发费用小幅增 加。 ...

Group 1 - The core viewpoint is that the autonomous driving industry is entering a phase of commercialization, positively impacting the company's vehicle networking and autonomous driving-related businesses [2] - In the Robotaxi sector, the company has established partnerships with Baidu Apollo, Hello, and Cao Cao Mobility [2] - In the Robovan sector, the company has formed collaborations with Jiushi and Zhixingzhe [2] Group 2 - The company indicates that specific profitability will depend on various factors, including market changes and business strategies [2] - The company will continue to monitor market dynamics and actively respond to changes to enhance profitability [2]

证券日报网讯 12月10日，万马科技在互动平台回答投资者提问时表示，在商业航天、卫星互联网领 域，公司积极关注车载卫星通信相关规范制定，持续关注卫星通信、NTN（非地面网络技术）等相关 技术演进。在该领域，公司可为客户提供卫星服务解决方案，应用于汽车等场景。当前，相关业务尚处 于前期探索阶段，暂未产生经营业绩，敬请广大投资者注意风险，理性投资。 （编辑 姚尧） ...