证券日报网讯软控股份（002073）9月9日在互动平台回答投资者提问时表示，公司控股子公司软控科技 目前是亿纬锂能（300014）的设备供应商，并已多次中标其产线设备需求。 ...

证券日报网讯 软控股份9月9日在互动平台回答投资者提问时表示，客户订单的连续性取决于其短期和 长期的投资规划，赛轮股份的订单可关注公司每年12月份审议的日常交易预计；库存增加与锂电设备增 长有关，公司控股子公司软控科技已开发针对固态电池所需的前道工序相关装备，可以满足客户在未来 固态电池产线的扩产需求。 （编辑 袁冠琳） ...

格隆汇9月9日丨软控股份(002073.SZ)在投资者互动平台表示，客户订单的连续性取决于其短期和长期 的投资规划，赛轮股份的订单可关注公司每年12月份审议的日常交易预计；库存增加与锂电设备增长有 关，公司控股子公司软控科技已开发针对固态电池所需的前道工序相关装备，可以满足客户在未来固态 电池产线的扩产需求。 ...

（文章来源：每日经济新闻） 软控股份（002073.SZ）9月9日在投资者互动平台表示，原理相同，但锂电干法成膜辊压属于多辊连续 辊压，辊压精度要求更高。目前公司的辊压设备持续迭代，不断提升产品精度和均匀度。 每经AI快讯，有投资者在投资者互动平台提问：贵司用于橡胶加工的辊压设备在固态电池电解质膜的 制造中技术上是否有相同之处？贵司目前的辊压设备在精度、均匀度等方面在同行中处于何种地位？ ...

（记者 王瀚黎） 软控股份（002073.SZ）9月9日在投资者互动平台表示，客户订单的连续性取决于其短期和长期的投资 规划，赛轮股份的订单可关注公司每年12月份审议的日常交易预计；库存增加与锂电设备增长有关，公 司控股子公司软控科技已开发针对固态电池所需的前道工序相关装备，可以满足客户在未来固态电池产 线的扩产需求。 每经AI快讯，有投资者在投资者互动平台提问：贵司中报显示目前的营收几乎全部来自橡胶装备系 统，而该部分业务又与实控人旗下另一个公司赛轮轮胎有很大关系，请问这部分业务是否具有连续性？ 另外，贵司中报显示库存增加了近一个亿，请问这部分库存是否与子公司浙江软控中标的锂电设备有 关？贵司对固态电池制造设备这部分的业务在接下去的3~5年展望如何？ ...

| | □特定对象调研 □分析师会议 □媒体采访 业绩说明会 | | | | --- | --- | --- | --- | | | □ | | | | 投资者关系活动类别 | □新闻发布会 □路演活动 | | | | | □现场参观 √电话会议 | | | | | | □其他 | | | 参与单位名称及人员姓名 | 中信建投 嘉实基金 财通证券 施罗德 | 华泰资产 投资 | 天风证券 | | 时间 | 2025年9月8日 | | | | 地点 | 线上调研 | | | | 公司接待人员姓名 | 软控股份证券部及子公司领导 | | | | | 1、请介绍一下公司锂电业务的布局和发展？ | | | | | 回复：浙江软控智能科技股份有限公司作为软控的子公 | | | | | 司，从事各种粉粒体物料的配料计量、气力输送、混合均化 | | | | | 系统以及固液两相流定制化系统及整线设备的研发、制造， | | | | | 为锂电池、锂电池正负极材料、化工等生产制造商提供涵盖 | | | | | 设计、制造、安装调试等物料自动化处理整体解决方案，助 | | | | 投资者关系活动 | 力客户物料处理环节向数字化、 ...

002073 软控股份 10.06 21.38 39623.94 | 300757 | 罗博特科 | 5.36 | 7.92 | 39132.05 | | --- | --- | --- | --- | --- | | 300124 | 汇川技术 | 11.81 | 5.09 | 36529.63 | | 300024 | 机器人 | 6.57 | 8.20 | 25176.81 | | 603011 | 合锻智能 | 9.98 | 11.04 | 23839.37 | | 688559 | 海目星 | 1.84 | 14.93 | 22753.91 | | 002164 | 宁波东力 | 9.99 | 8.22 | 21633.55 | | 603131 | 上海沪工 | 9.99 | 11.70 | 20455.77 | | 002046 | 国机精工 | 0.41 | 8.90 | 15417.07 | | 002158 | 汉钟精机 | 10.02 | 6.42 | 14965.79 | | 300092 | 科新机电 | -1.55 | 34.73 | 11887.66 | | 688028 | 沃 ...

Group 1: Real Estate Market Insights - The recent policy adjustments in Shenzhen's real estate market have led to increased activity, with more viewings and faster signing of contracts reported by agents [1] - Major real estate stocks in both A-shares and Hong Kong have seen significant gains, with stocks like A-share Shanshi Development and Hong Kong's Country Garden rising over 10% [1] - The new policies in Shenzhen are seen as a combination of market optimization and urban governance, highlighting the forward-looking and efficient nature of the regulations [1] Group 2: Market Performance and Future Outlook - Following the new policies in Beijing and Shanghai, Shenzhen's adjustments are expected to stimulate demand for multiple property purchases in surrounding areas, with Shenzhen's regulations being more lenient compared to Beijing and Shanghai [1] - The average daily transaction volume for new and second-hand homes in Beijing increased by 9% and 10% respectively after the new policies were implemented, while Shanghai saw a 25% increase in new home transactions [1] - The overall improvement in real estate sales is contingent on the successful implementation of policies related to inventory housing and urban village renovations, which are expected to enhance supply-demand dynamics [2] Group 3: Solid-State Battery Sector - The solid-state battery sector has shown active market performance, with several companies like Delong Laser and Huasheng Lithium Battery seeing stock prices rise significantly [2] - The rapid growth in orders for solid-state battery equipment since June indicates a significant acceleration in the industrialization process of solid-state batteries, presenting investment opportunities across the supply chain [2] - Equipment manufacturers are expected to be the primary beneficiaries of the capital expenditures in the solid-state battery industry, as they are positioned at the upstream of the supply chain [2]

Market Overview - The A-share market opened with mixed performance among the three major indices, with the Shanghai Composite Index down 0.02%, the Shenzhen Component Index up 0.33%, and the ChiNext Index up 0.21% [1] Sector Performance - The precious metals sector opened high, with Western Gold (601069) rising over 6% and Zhaojin Mining rising over 3%. Spot gold prices surpassed $3600 per ounce last week, setting a new record [1] - Battery concept stocks became active again, with Tianji Co. (002759), Ruikong Co. (002073), and Fengyuan Co. (002805) hitting the daily limit, while CATL (300750) launched its NP3.0 battery safety technology and the Shenxing Pro battery [1] - The aquaculture sector saw an initial surge, with Tianyu Biological hitting the daily limit and Muyuan Foods (002714) rising over 3% [1]

（文章来源：每日经济新闻） 每经AI快讯，9月8日，A股固态电池概念股再度活跃，天际股份、软控股份、丰元股份涨停，誉辰智能 涨超15%，金银河涨超10%，红星发展、天赐材料、派特尔、光华科技、华盛锂电跟涨。 ...