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万马股份(002276.SZ):超高压、中压、控制电缆以及高分子材料等产品均可应用于水电站
Ge Long Hui· 2025-08-22 07:41
格隆汇8月22日丨万马股份(002276.SZ)于近期投资者关系活动表示,公司超高压、中压、控制电缆以及 高分子材料等产品均可应用于水电站。公司曾参与多个大型水电站项目,如三峡水电站、广西南宁抽水 蓄能电站、深汕西部水源及供水工程项目、大唐观音岩水电、大唐广西平班水电站等。公司正持续跟进 雅鲁藏布江下游水电工程项目,受益的市场机会主要是电缆材料以及电缆成缆,后续相关进展情况请以 公司披露信息为准。 ...
万马股份分析师会议-20250821
Dong Jian Yan Bao· 2025-08-21 14:32
万马股份分析师会议 调研日期:2025年08月21日 调研行业:电网设备 参与调研的机构:兴业证券、人保资产等 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | | 颜的集团 | | | 例体位次数 4 | 24/40 33 | | FININ EXIAN, BENN, LEWI | | | 極力集团 | | | · 例计以上的 8 | 品机构管 23 | / 调研基本情况 调研对象:万马股份 所属行业:电网设备 接待时间:2025-08-21 上市公司接待人员:公司副总经理、董事会秘书 赵宇恺 1 ...
万马股份(002276) - 002276万马股份投资者关系管理信息20250716
2025-07-16 09:32
Group 1: Company Overview and Strategy - Zhejiang Wanma Co., Ltd. focuses on a "one body, two wings" development strategy, emphasizing three main business sectors: electric cables, new materials, and new energy [2][3]. - The company has established itself as a comprehensive cable supplier with a mature cable industry chain, offering a wide range of products including ultra-high voltage cables and fire-resistant cables [3][4]. Group 2: Product Offerings - The main products in the cable sector include 500kV and below ultra-high voltage cross-linked polyethylene insulated cables, low-voltage cables, fire-resistant cables, and various special cables [3][4]. - The equipment cable sector consists of coaxial cables, indoor and outdoor optical cables, security cables, data cables, and industrial intelligent equipment cables [3][4]. Group 3: Competitive Advantages - The company possesses a leading product design and manufacturing capability, supported by a technical team with over 15 years of experience in intelligent equipment cables [6]. - Wanma is the first in China to have a TUV-certified robot cable laboratory, which has accumulated extensive experimental data in the field [6]. - The company has established itself as a key participant in the formulation of multiple industry standards, enhancing its competitive edge in the market [6]. Group 4: Market Position and Growth - By 2024, Wanma aims to become the largest supplier of robot cables for KUKA in China, successfully replacing imports and breaking the monopoly of international high-end robot cable giants [5]. - The market share of Wanma's high-voltage insulation materials has increased from approximately 15% in 2021 to about 20% [10]. Group 5: Innovations and Future Developments - The Wanma Robotic Intelligence Equipment Cable & Cable Assembly System provides comprehensive design and manufacturing solutions for intelligent automation devices [8]. - The company is actively developing underwater cable materials, achieving international advanced levels in key performance metrics [11][12]. Group 6: Risk Considerations - The revenue contribution from industrial robots, humanoid robots, and robotic dog cables is currently small, prompting investors to be cautious and consider investment risks [7][8].
万马股份(002276) - 002276万马股份投资者关系管理信息20250711
2025-07-11 07:24
Group 1: Company Overview and Strategy - The company follows a "One Body, Two Wings" development strategy focusing on three main business segments: wire and cable, new materials, and new energy [2] - The company has a comprehensive product range in the cable sector, including ultra-high voltage cables, fire-resistant cables, and cables for new energy construction, positioning itself as a "comprehensive cable supplier" in China [4] Group 2: Product Details and Performance - In 2024, the production volume of polymer materials reached 561,384.01 tons, with a gross margin of 13.24% [3] - The production capacity for ultra-high voltage insulation materials will reach 60,000 tons after the completion of the third phase project, with a domestic market share increasing from approximately 15% in 2021 to about 20% [3] Group 3: Competitive Advantages - The company has a leading position in product design and manufacturing capabilities, supported by a technical team with over 15 years of experience in intelligent equipment cables [7] - The company is the first in China to have a TUV-certified laboratory for robot cables, enhancing its research and development capabilities [7] - The company participates in the formulation of multiple industry standards, contributing to the advancement of domestic manufacturing technology [7] Group 4: Production Bases - The equipment cable segment has two main production bases: one in Hangzhou Lin'an Taihu Source for optical cables and data cables, and another in Hangzhou Lin'an Qingshan Lake for wind energy, photovoltaics, and charging cables [8] Group 5: Investment Risks - The revenue from industrial robots, humanoid robots, and robotic dog-related cables currently constitutes a small proportion of the company's overall revenue, highlighting potential investment risks [8]