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Wanma Co., Ltd. (002276.SZ): Wanma Polymer Huzhou New Materials Base products include shielding materials, etc.
Gelonghui November 24 | Wanma Co., Ltd. (002276.SZ) recently stated during a survey from institutional investors that Wanma Polymer's Huzhou New Materials Base produces products such as shielding materials, PVC cable materials, and low-smoke halogen-free materials.
Wanma Co., Ltd. (002276.SZ): At this stage, the company's charging pile product business focuses on the domestic market
On November 24, Gelonghui, Wanma Co., Ltd. (002276.SZ) recently stated during a survey from institutional investors that at this stage, the company's charging pile product business focuses on the domestic market. The main customer groups include local urban investment, bus customers, small and medium-sized operators, and infrastructure supporting projects. In terms of urban intelligent charging network operation, Wanma New Energy has achieved various business models such as access, hosting, and operation of its own piles and third-party enterprise piles, and has successfully provided service services such as platform development, station agency operation, and station equipment operation and maintenance to third party customers in many places.
Wanma Co., Ltd. (002276.SZ): has a product line with power from 7 kW to 480 kW
Gelonghui November 24 | Wanma Co., Ltd. (002276.SZ) recently stated during a survey from institutional investors that the company has a product line with power from 7 kW to 480 kW, including high-power integral/split DC charging piles, wall-mounted AC charging piles, intelligent AC charging piles, and intelligent flexible distribution charging stacks.
Wanma Co., Ltd. (002276.SZ): The company currently owns 31,022 public charging stations
Gelonghui November 24 | Wanma Co., Ltd. (002276.SZ) recently stated during a survey from institutional investors that according to the “Operation of National Electric Vehicle Charging and Switching Infrastructure in October 2023” data recently released by the Charging Promotion Alliance, the company currently has 31,022 public charging stations and 2,580 charging stations.
Wanma Co., Ltd. (002276.SZ): Wanma Polymer's production capacity in 2023 is about 600,000 tons
Gelonghui November 23 | Wanma Co., Ltd. (002276.SZ) said in response to a survey of specific targets on November 21 that Wanma Polymer's production capacity in 2023 is about 600,000 tons. The first phase of the ultra-high voltage insulation project has an annual production capacity of 20,000 tons, the second phase of the project has an annual production capacity of 20,000 tons, and the planned phase III project has an annual production capacity of 20,000 tons. Major peer companies that produce ultra-high voltage insulation materials include well-known foreign companies such as Dow's in the US and Nordic Chemical.
Wanma Co., Ltd. (002276) 2023 Third Quarter Report Review: Release of production capacity helps improve performance, clear room for growth under high sea breezes
The company is a leading manufacturer of polymer materials in China, fully benefiting from the high prosperity of the sea. Since September, marginal catalytic activity of ocean breezes has continued to strengthen, and the certainty of installed capacity increased significantly in 2024-25. The company has obvious technical advantages in the field of high-voltage insulation materials for cables.
Wanma Co., Ltd. (002276.SZ): It has certain liquid-cooled charging system technology, and the liquid-cooled charging pile under development supports a maximum power of 600kW for a single gun
Gelonghui November 3 | Wanma Co., Ltd. (002276.SZ) said in an investigation that the company has certain liquid-cooled charging system technology, and already has a development plan for liquid-cooled charging piles in the product development plan. The liquid-cooled charging pile under development supports a maximum power of 600kW for a single gun. The company will continue to innovate technology and develop new product lines to meet the individual needs of the market.
Wanma Co., Ltd. (002276): 2023Q3 performance increased, business line development ushered in resonance
Key investment events: Wanma Co., Ltd. released its 2023 three-quarter report. In the first three quarters, it achieved revenue of 11.744 billion yuan (+7%), net profit of 478 million yuan (+42%), and net profit of 386 million yuan (+42 million yuan) after deducting non-return net profit (+42 million yuan)
Wanma Co., Ltd. (002276): The 3Q23 performance was in line with expectations, and the polymer materials business volume rose sharply
The 3Q23 performance is in line with our expectations. The company announced 3Q23 results: 1-3Q23 revenue/net profit from matriarchy/net profit after deducting non-net profit of 117.44/4.78/386 billion yuan, +6.8%/+42.4% /+
Wanma Co., Ltd. (002276) 2023 Third Quarter Report Commentary: The company's performance is in line with expectations, and the time is right for domestic replacement of high-voltage cable insulation materials
Event: The company released its 2023 three-quarter report. 23Q1-Q3 achieved revenue of 11.744 billion yuan, +6.82% year-on-year, and net profit of 478 million yuan, and net profit of 478 million yuan, +42.39% year-on-year. Of which 23Q3
Wanma Co., Ltd. (002276.SZ): In 2022, the proportion of products produced by Wanma Polymer used in the company system was less than 10%
Glonghui, October 20, 丨Wanma Co., Ltd. (002276.SZ) was surveyed by specific subjects on October 19, 2023. “What is the proportion of products produced by Wanma Polymer used in the company's system? Who are your main customers?” The company replied that in 2022, products produced by Wanma Polymer will account for less than 10% of the company's system. The rest will be sold abroad. Many listed companies and large-scale enterprises in the wire and cable industry are all company customers.
Wanma Co., Ltd. (002276.SZ): The first phase of the Wanma polymer ultra-high voltage insulation material project has an annual production capacity of 20,000 tons, and the second phase project has an annual production capacity of 20,000 tons
Glonghui, October 20, 丨Wanma Co., Ltd. (002276.SZ) underwent a survey of specific subjects on October 19, 2023. “What is the annual production capacity of Wanma polymer ultra-high voltage insulating materials?” The company replied that the first phase of the Wanma Polymer Ultra High Voltage Insulating Materials project has an annual production capacity of 20,000 tons, the second phase project has an annual production capacity of 20,000 tons, and the planned third phase project has an annual production capacity of 20,000 tons.
Wanma Co., Ltd. (002276.SZ): The company has a product line with a power of 7 kW to 480 kW
Glonghui, October 20, 丨Wanma Co., Ltd. (002276.SZ) was surveyed by specific subjects on October 19, 2023. “What are the main charging pile products of Wanma New Energy?” The company replied that it has a product line from 7 kW to 480 kW, including high-power integral/split DC charging piles, wall-mounted AC charging piles, intelligent AC charging piles, intelligent AC charging piles, and intelligent flexible distribution charging stacks.
Wanma Co., Ltd. (002276.SZ): The company currently has 30,4099 public charging stations and 2,558 charging stations
GLONGHUI, Oct. 20 | Wanma Co., Ltd. (002276.SZ) underwent a survey of specific subjects on October 19, 2023. “How many public charging stations and charging stations does Wanma New Energy currently have?” The company replied that according to the “Operation Status of National Electric Vehicle Charging and Switching Infrastructure in September 2023” data recently released by the Charging Promotion League, the company currently has 30,4099 public charging stations and 2,558 charging stations.
Wanma Co., Ltd. (002276.SZ): The maximum power of the single gun of the liquid-cooled charging pile under development supports 600kW
Glonghui, October 18 | Wanma Co., Ltd. (002276.SZ) said on the investor interactive platform that currently mainstream power charging piles in the market use air cooling technology to meet cooling needs. At the same time, the company has certain liquid-cooled charging system technology, and already has a development plan for liquid-cooled charging piles in the product development plan. The maximum power of a single liquid-cooled charging pile under development supports 600kW.
[Instant Analysis of BT Financial Report] Wanma Co., Ltd.'s 2023 Interim Report: Operating income has increased steadily and net profit has increased significantly
Wanma Co., Ltd. (stock code: 002276) is a comprehensive cable supplier, mainly engaged in R&D, production and sales of green energy transmission and wire and cable materials. The company's products include ultra-high voltage cables, medium and low voltage cables, fireproof cables, special cables, etc., as well as comprehensive materials for cables. The company has a stable competitive advantage in the domestic cable market and has been at the forefront of the industry for many years. Its cable products have a leading share in the domestic market. In particular, it is number one in the industry in terms of chemical crosslinking and silane crosslinking insulation materials. The company is committed to providing comprehensive solutions and services, and continuously improving product sales scale and competitiveness
Wanma Co., Ltd. (002276.SZ) won the bid or signed a single contract of 10 million yuan or more in September totaling 2,424 billion yuan
According to Zhitong Financial App, Wanma Co., Ltd. (002276.SZ) announced that in the power cable product contract that the company won the bid or signed in September 2023, a single larger contract of 10 million yuan or more totaled 2,424 billion yuan, accounting for 16.52% of the company's audited revenue in 2022. Winning the bid and signing orders in this period continued to strengthen the company's market sales scale. If the above winning bid contracts are executed as expected, it will have a positive impact on the company's performance.
Wanma Co., Ltd. (002276.SZ): Focuses mainly on field-station piles and focuses on laying out high-power DC charging piles
Gelonghui, September 22 | Wanma Co., Ltd. (002276.SZ) recently stated during a survey by institutional investors that the company's investment layout in the new energy sector is centered on coastal provinces such as Beijing, Shanghai, Guangdong, Jiangsu, Zhejiang, Fujian, and Hainan, and major inland cities such as Chengdu, Xi'an, Wuhan, Kaifeng, and Taiyuan, with the idea of “building stations in response to demand”. It mainly focuses on deploying high-power DC charging piles, and focuses on building stations in urban hubs, which are used by users with the highest frequency of use Zone.
Wanma Co., Ltd. (002276.SZ): Continuously improving station charging efficiency, will also vigorously expand the pile sales business and raise profit levels
Gelonghui, September 15 | Wanma Co., Ltd. (002276.SZ) pointed out in institutional research that the company's new energy sector has now initially built an “intelligent urban fast charging network”. In the future, in terms of operation, the company will continue to improve station charging efficiency, and will also vigorously expand its pile sales business and raise profit levels.
Wanma Co., Ltd. (002276.SZ): Wanma Polymer Ultra High Voltage Insulation Phase I Project has an annual production capacity of 20,000 tons
Gelonghui, September 14 | Wanma Co., Ltd. (002276.SZ) recently stated during a survey by institutional investors that the first phase of the Wanma polymer ultra-high voltage insulation material project has an annual production capacity of 20,000 tons, and the second phase of the project has an annual production capacity of 20,000 tons.