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万马股份(002276) - 002276万马股份投资者关系管理信息20250822
2025-08-22 07:24
证券代码:002276 证券简称:万马股份 浙江万马股份有限公司 投资者关系活动记录表 编号:2025-013 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系活动 | 媒体采访 业绩说明会 | | 类别 | 新闻发布会 路演活动 | | | 现场参观 | | | 其他 (请文字说明其他活动内容) | | | 中金公司、财通证券、国泰海通证券、华西证券、广发证券、国 | | 参与单位名称及 | 信证券、中信证券、申万宏源、安信证券、华鑫证券、长江证券、 | | 人员姓名 | 华福证券、共青城润卿私募基金、上海陆浦资管、广州泽嘉资管 | | | 等机构投资者合计 22 人 | | 时间 | 2025 年 8 月 20 日 | | 地点 | 腾讯会议 | | 上市公司接待人 | | | 员姓名 | 公司副总经理、董事会秘书:赵宇恺 | | | 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。 | | 投资者关系活动 | 二、问答环节: | | 主要内容介绍 | 1、20 ...
万马股份股价下跌1.52% 超高压绝缘料产能将达6万吨
Jin Rong Jie· 2025-07-31 18:23
Group 1 - The stock price of Wanma Co., Ltd. closed at 14.26 yuan on July 31, 2025, down 1.52% from the previous trading day, with a trading volume of 5.95 billion yuan and a turnover rate of 4.11% [1] - Wanma Co., Ltd. operates in the power grid equipment and new materials sectors, with main businesses including wires and cables, polymer materials, and electric vehicle charging equipment [1] - Wanma Polymer, a subsidiary, is one of the few companies in China capable of producing ultra-high voltage cable insulation materials [1] Group 2 - The company disclosed that its ultra-high voltage insulation material phase III project will achieve an annual production capacity of 60,000 tons, increasing its domestic market share to approximately 20% [1] - Wanma Co., Ltd. is advancing a project in Qingdao for the annual production of 350,000 tons of environmentally friendly polymer materials to enhance its market presence in Northern China [1] - The company's products have been applied in several large hydropower projects, including the Three Gorges Hydropower Station, and are actively following up on the Yarlung Tsangpo River downstream hydropower project [1] Group 3 - On July 31, the net outflow of main funds was 49.37 million yuan, accounting for 0.34% of the circulating market value [1]
万马股份(002276) - 002276万马股份投资者关系管理信息20250707
2025-07-07 14:32
Group 1: Company Overview and Strategy - The company follows a "One Body, Two Wings" development strategy, focusing on three main business sectors: wire and cable, new materials, and new energy [2] - The company has established two main production bases for its cable products, located in Hangzhou [3] Group 2: Product Offerings - The equipment cable sector includes specialized companies producing various types of cables, such as network data cables and industrial cables [2][3] - The company is the first in China to obtain dual international product certifications (UL and TUV) for its robot cables [4] Group 3: Competitive Advantages - The company has a leading product design and manufacturing capability, supported by a technical team with over 15 years of experience in the field [4] - It has established a TUV-certified laboratory for robot cables, accumulating extensive experimental data [4] - The company participates in the formulation of multiple industry standards, enhancing its influence in the market [4] Group 4: Market Position and Risks - Currently, the revenue from industrial robots, humanoid robots, and robotic dog cables constitutes a small percentage of the company's overall revenue, indicating potential investment risks [5] - The market share of the company's high molecular ultra-high voltage insulation materials has increased from approximately 15% in 2021 to about 20% [6] Group 5: Production Capacity and Future Goals - The planned annual production capacity for high molecular ultra-high voltage insulation materials will reach 60,000 tons after the completion of the third phase project [6] - In 2024, the projected production volumes are 145,128.35 tons for power products, 295,842.99 kilometers for communication products, and 561,384.01 tons for polymer materials [9]
万马股份(002276) - 002276万马股份投资者关系管理信息20250703
2025-07-03 10:04
Group 1: Company Overview and Strategy - The company follows a "dual-wing" development strategy focusing on three main business sectors: wire and cable, new materials, and new energy [2] - The company is one of the largest intelligent equipment cable manufacturers in China, with a strong emphasis on R&D and production capabilities [2][3] Group 2: Product Competitiveness - The company has a competitive edge in robot cables due to its advanced product design and manufacturing capabilities, with core team members having over 15 years of experience [3] - It is the first in China to have a TUV-certified robot cable laboratory, accumulating extensive experimental data in the field [3] - The company has received dual certifications from TUV Rheinland and UL, enhancing product reliability [3] Group 3: Market Position and Risks - The company's industrial robot, humanoid robot, and robotic dog cable products currently represent a small proportion of overall revenue, highlighting potential investment risks [3][4] - The domestic market share of the company's high molecular ultra-high voltage insulation materials has increased from approximately 15% in 2021 to about 20% [4] Group 4: Financial Performance - In 2024, the company plans to have 994 R&D personnel with an investment of approximately ¥656.78 million, accounting for 3.70% of total revenue [5] - The gross profit margins for electrical products, communication products, and high molecular materials are 9.92%, 12.31%, and 13.24% respectively [5] - The revenue composition for 2024 is as follows: electrical products at ¥117.47 billion (66.14%), communication products at ¥4.99 billion (2.81%), high molecular materials at ¥51.85 billion (29.20%), and trade/services at ¥3.3 billion (1.85%) [7]
万马股份分析师会议-2025-03-14
Dong Jian Yan Bao· 2025-03-14 01:24
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].