【机构调研记录】申万菱信基金调研万马股份

Group 1 - The core viewpoint of the news is that Shenwan Hongyuan Fund has conducted research on Wanma Co., Ltd., focusing on its development strategy and business segments [1] - Wanma Co., Ltd. has a "one body, two wings" development strategy, with three main business segments: wire and cable, new materials, and new energy [1] - The company holds approximately 30% market share in chemical cross-linked and silane cross-linked insulation materials, with an annual production capacity of 60,000 tons for ultra-high voltage insulation materials [1] - Wanma's revenue projections for 2022, 2023, and 2024 are 4.654 billion, 4.872 billion, and 5.185 billion respectively [1] - The company has participated in several large hydropower projects, providing various types of cables and high polymer materials [1] Group 2 - Shenwan Hongyuan Fund was established in 2004 and currently manages a total asset scale of 82.64 billion, ranking 67 out of 210 [2] - The fund's non-monetary public fund asset management scale is 70.563 billion, ranking 59 out of 210 [2] - The best-performing public fund product in the past year is Shenwan Hongyuan LeRong One-Year Holding Mixed A, with a latest net value of 1.45 and a growth of 101.11% in the past year [2]