智通財經碳纖維打電腦，萬馬股份（002276.SZ）在11月26日接受調研時表示，電線電纜的(de)最主要(yao)原材(cai)(cai)料為銅材(cai)(cai)，公司與客(ke)戶(hu)簽訂(ding)的(de)銷(xiao)售合(he)同通(tong)常為閉口合(he)同，銅價格波動會直接影響到公司經營業績。公司新(xin)能(neng)源板(ban)塊目前已初(chu)步(bu)構建“智(zhi)能(neng)化城市快充網(wang)”，未來(lai)一方(fang)面將進一步(bu)提升網(wang)絡密(mi)度，另一方(fang)面也注重(zhong)提升場(chang)站(zhan)充電(dian)效率，結合(he)市場(chang)和(he)公司實際情況繼續推進充電(dian)站(zhan)的(de)布局(ju)。

公(gong)(gong)司(si)新材(cai)料(liao)板(ban)塊主要原(yuan)(yuan)材(cai)料(liao)包括聚乙烯樹脂，PVC樹脂粉、EVA、增(zeng)塑劑等化(hua)工(gong)原(yuan)(yuan)料(liao)，主要原(yuan)(yuan)材(cai)料(liao)LDPE、LLDPE和EVA來源于石油化(hua)工(gong)企業，原(yuan)(yuan)材(cai)料(liao)整體(ti)供(gong)應穩定，但價格受石油價格影響而呈現一(yi)定波動性，一(yi)定程度可能(neng)對公(gong)(gong)司(si)盈利(li)能(neng)力產生影響。

目前國內中高端工業機器人及系統集成商所使用的本體電纜70%以上依然依賴進口，主要是日系及歐系本體電纜。由(you)于國內(nei)工業機器人產業化起(qi)步較晚，智(zhi)能裝(zhuang)備線纜在2010年(nian)以后(hou)，才開始(shi)進入大規模(mo)的(de)研(yan)發和市場推廣應用已經批量(liang)生產交貨。

具體問答實錄如下：

問：公司目前公共充電樁和充電站的保有量是多少?主要布局在哪些地域?充電樁的使用效率如何?未來的建設規劃?

答：1、根(gen)據(ju)充(chong)(chong)(chong)(chong)促盟最新公(gong)(gong)(gong)布(bu)的(de)(de)《2021年10月全國電(dian)動(dong)汽車充(chong)(chong)(chong)(chong)換(huan)電(dian)基礎設(she)施運行(xing)情況》數據(ju)，公(gong)(gong)(gong)司(si)目(mu)(mu)前公(gong)(gong)(gong)共充(chong)(chong)(chong)(chong)電(dian)樁(zhuang)(zhuang)保有(you)量為(wei)17099臺，充(chong)(chong)(chong)(chong)電(dian)站(zhan)(zhan)保有(you)量為(wei)1442座(zuo)。2、公(gong)(gong)(gong)司(si)新能源(yuan)(yuan)板(ban)塊的(de)(de)投資布(bu)局(ju)以(yi)北京、上海(hai)、廣(guang)東、江(jiang)蘇、浙江(jiang)等(deng)沿海(hai)省份(fen)和主要內陸城(cheng)(cheng)市(shi)為(wei)核心，以(yi)“迎著需求去建站(zhan)(zhan)”的(de)(de)思路，以(yi)場站(zhan)(zhan)式布(bu)樁(zhuang)(zhuang)為(wei)主，著重布(bu)局(ju)大功率直流(liu)式充(chong)(chong)(chong)(chong)電(dian)樁(zhuang)(zhuang)，并且重點建站(zhan)(zhan)在城(cheng)(cheng)市(shi)樞紐、用(yong)戶使用(yong)頻次高的(de)(de)熱點地帶，并通過不斷(duan)提升充(chong)(chong)(chong)(chong)電(dian)站(zhan)(zhan)單站(zhan)(zhan)集中充(chong)(chong)(chong)(chong)電(dian)效(xiao)率，形成更加經濟有(you)效(xiao)的(de)(de)溢(yi)出效(xiao)益。3、根(gen)據(ju)充(chong)(chong)(chong)(chong)促盟公(gong)(gong)(gong)開數據(ju)，公(gong)(gong)(gong)司(si)充(chong)(chong)(chong)(chong)電(dian)樁(zhuang)(zhuang)使用(yong)效(xiao)率較高，充(chong)(chong)(chong)(chong)電(dian)樁(zhuang)(zhuang)日平均充(chong)(chong)(chong)(chong)電(dian)2-3小(xiao)時可以(yi)實(shi)(shi)現(xian)盈虧平衡。4、公(gong)(gong)(gong)司(si)新能源(yuan)(yuan)板(ban)塊目(mu)(mu)前已(yi)初步(bu)構建“智能化城(cheng)(cheng)市(shi)快充(chong)(chong)(chong)(chong)網(wang)”，未來一(yi)(yi)方(fang)面(mian)將進一(yi)(yi)步(bu)提升網(wang)絡密(mi)度，另一(yi)(yi)方(fang)面(mian)也注重提升場站(zhan)(zhan)充(chong)(chong)(chong)(chong)電(dian)效(xiao)率，結合市(shi)場和公(gong)(gong)(gong)司(si)實(shi)(shi)際情況繼續推進充(chong)(chong)(chong)(chong)電(dian)站(zhan)(zhan)的(de)(de)布(bu)局(ju)。