研報掘金丨華鑫證券:首予萬馬股份“買入”評級,前瞻佈局機器人線纜
華鑫證券研報指出,萬馬股份銷售規模持續增長,前瞻佈局機器人線纜。2024年公司高分子超高壓絕緣料業務產品發出量同比增長9.31%,單月最高銷量突破5.55萬噸,國內市佔率已由2021年的約15%提升至目前的約20%,同時,隨着國際化戰略深入推進,公司海外市場銷量持續增加。目前,公司機器人電纜不僅成熟應用於工業機器人領域,還成功進入新興的人形機器人和機器狗等領域,產品也從互聯集成線纜拓展至本體線纜和線束,並實現批量交付。公司傳統業務規模提升,機器人線纜進展順利,首次覆蓋,給予“買入”投資評級。
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