Investment Rating - The report maintains an "Outperform" rating for the power equipment and new energy sector [1]. Core Insights - Solid-state batteries are gaining policy attention and have broad prospects, with industrialization imminent. They are viewed as the next generation of lithium battery technology due to their high energy density and intrinsic safety. The Chinese government is accelerating the development and industrialization of solid-state battery technology through major projects and standardization efforts [2][9]. - The equipment sector is expected to benefit first from the technological iteration and capacity construction in solid-state batteries. Key equipment such as dry electrode and isostatic pressing machines are anticipated to be in demand as the production processes evolve [2][19]. - Leading companies like XianDao Intelligent, LiYuanHeng, and HaiMuXing are capable of providing integrated solutions for solid-state battery production lines, indicating a competitive landscape in the equipment supply sector [2][56]. Summary by Sections 1. Solid-State Batteries: Policy Emphasis and Broad Prospects - Solid-state batteries are recognized for their potential to overcome the performance limitations of traditional lithium batteries, with significant policy support from the Chinese government [9][19]. - Major automotive companies are planning to validate and mass-produce solid-state batteries between 2026 and 2030, indicating a robust growth trajectory for this technology [19][20]. 2. Equipment Sector: Key Equipment Expected to Thrive - The production process for solid-state batteries will differ significantly from traditional lithium batteries, necessitating new equipment investments. Approximately two-thirds of the equipment may need to be newly purchased if dry processing methods are adopted [2][35]. - The dry electrode process is highlighted as a critical technology for both solid-state battery mass production and cost reduction in liquid batteries, with high technical barriers [40][41]. 3. Solid-State Battery Equipment Participants - Key players in the solid-state battery equipment sector include companies like NaKonoer, HongGong Technology, and RongQi Technology, which are involved in various stages of production [57]. - The demand for laser equipment is expected to increase in solid-state battery production, with applications in insulation and cutting processes [46][49]. 4. Investment Recommendations - The report suggests focusing on leading companies with comprehensive solution capabilities in the solid-state battery equipment sector, as they are likely to benefit from the capacity expansion in solid-state batteries and traditional lithium battery production cycles [2][19].

中新网青岛2月27日电 题："上合工匠"造"重器"：让中国橡胶装备站上世界新高度 "没有现成的技术参考，完全是'摸着石头过河'。"回忆起当年的攻关历程，牟棕亮感慨万千。由于国外 技术封锁严密，为了获取第一手试验数据，他曾连续三天三夜坚守在车间，累了就在地上铺张纸壳打个 盹，醒了便立刻投入到数据监测与调试中。功夫不负有心人，2021年，重达数吨的国产大寸级工程子午 胎在他们手中成功试制，一举填补了国内相关领域的空白，打破了国外企业的技术垄断。 从越南到泰国，再到哈萨克斯坦，过去三年他的春节足迹遍布国内外客户现场。这种常态化的坚守，背 后是软控公司海外订单占比持续超过50%、产品覆盖全球150多个国家的业务格局，也是中国橡胶装备 从依赖进口到走向世界之巅的缩影。而牟棕亮，正是这一历程的关键亲历者和推动者。 牟棕亮站 在一台轮胎成型机旁核查着最后的数据。受访者供图 今年46岁的牟棕亮，已在橡胶机械行业深耕25年。从斜交胎成型机到子午胎成型机，从生产调试到新型 产品研发，他在日复一日地钻研中，积累下旁人难以企及的经验。"干一行就得钻一行，我们多一分精 细，中国橡胶装备就多一分底气。" 时间回溯到2018年，重达数吨的 ...

经济观察网软控股份（002073）近期主力资金净流入，股价收涨，公司基本面稳定，行业地位领先，并 召开了股东会和董事会。资金面与技术面根据1月8日的市场数据，软控股份当日主力资金净流入 1894.57万元，股价收涨1.09%，并收于5日均线上方，短期均线系统呈现多头排列。同期，专用设备板 块整体回暖，市场对高端制造领域的关注度有所提升。公司基本面公司2025年三季度财报显示主营业务 盈利能力保持稳定。作为橡胶机械细分领域的龙头企业，软控股份有望受益于智能制造政策的持续推 进。多家机构指出，公司近年研发投入持续增长，产品结构优化带动了毛利率提升。公司结构与治理公 司在2025年12月29日召开了2025年第一次临时股东会，审议通过了关于日常关联交易预计及修订内部管 理制度等议案。此外，公司董事会也在2025年12月10日召开了会议，审议了相关议事规则的修订。 以上内容基于公开资料整理，不构成投资建议。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问贵司是否已布局干法电极工艺，是否有相关产 品，若有，市场前景如何，市场开发已取得哪些进展？今年贵司在固态电池设备上有何规划？ （文章来源：每日经济新闻） 软控股份（002073.SZ）2月6日在投资者互动平台表示，公司锂电行业产品主要为极片段的相关工艺装 备，包含配料系统、搅拌系统及涂布相关装备，获得国内外客户的认可。同时，在固态电池设备研发方 面，会配合下游客户的需求和行业发展方向投入研发，并不断改进和提升，目前尚未形成批量订单。 ...

证券日报网讯2月3日，软控股份（002073）在互动平台回答投资者提问时表示，截至2026年1月30日， 股东人数为67095户。 ...

证券日报网讯1月26日，软控股份（002073）在互动平台回答投资者提问时表示，截至1月20日，股东人 数为67393户。 ...

Core Viewpoint - The controlling shareholder Yuan Zhongxue of Ruankong Co., Ltd. has released 115 million shares from pledge, which represents 79.14% of his holdings and 11.23% of the total share capital, with the release date set for January 21, 2026 [1] Group 1 - Yuan Zhongxue has re-pledged the same 115 million shares to Qingdao Rural Commercial Bank Lichang Branch, with a pledge period until December 31, 2028, for purposes of external investment and debt repayment [1] - As of the disclosure date, Yuan Zhongxue and his concerted actors have a total pledge of 115 million shares, which accounts for 79.14% of his holdings and 11.23% of the total share capital, indicating no risk of forced liquidation [1]

证券代码：002073 证券简称：软控股份 公告编号：2026-001 软控股份有限公司 关于控股股东解除质押及再质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 软控股份有限公司（以下简称"公司"）于近日接到公司控股股东袁仲雪先 生的通知，获悉袁仲雪先生将所持有本公司的部分股份办理了股份解除质押及再 质押业务，具体事项如下： 三、 控股股东及其一致行动人股份质押情况 1、本次股份质押融资不涉及用于满足上市公司生产经营相关需求。 2、控股股东及其一致行动人未来半年内到期的质押股份累计数量为0股；未 来一年内到期的质押股份累计数量为0股，控股股东资信情况良好，具有相应的 资金偿付能力，还款资金来源主要为自有及自筹资金。 二、控股股东股份质押基本情况 1、控股股东股份质押情况 | | 是否为控 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 股股东或 | 本次质押数 | 占其所 | 占公司 | 是否 | 是否为 | 质押 ...

Core Viewpoint - The Chinese mixing mill industry is in a critical development phase driven by market demand upgrades, technological breakthroughs, and green intelligent manufacturing transformations. The market size is projected to reach approximately 17.236 billion yuan in 2024, with a year-on-year growth of 4.23% [1][7]. Industry Overview - Mixing mills are equipment used for mixing, refining, and plasticizing high polymer materials such as rubber and plastics. They are primarily divided into open mixing mills and closed mixing mills [2][3]. Industry Chain - The upstream of the mixing mill industry includes raw materials and components such as steel, special alloys, hydraulic oil, cooling fluids, motors, bearings, sensors, cables, hydraulic and pneumatic systems, temperature control systems, and electrical components. The midstream involves the production and manufacturing of mixing mills, while the downstream applications are in rubber, plastics, lithium batteries, high-speed rail vibration damping pads, medical TPE, and carbon-ceramic brake discs [4][5]. Market Size - The Chinese mixing mill industry is experiencing strong demand for high-end customized and intelligent mixing equipment due to the popularity of new energy vehicles and the stringent requirements from emerging industries such as lithium batteries, high-end chemicals, and biopharmaceuticals [1][7]. Key Enterprises - The market is characterized by a "one strong and many strong" pattern, with leading companies such as Soft Control Co., Ltd., Yiyang Rubber & Plastic Machinery Group, and Dalian Rubber & Plastic Machinery. Soft Control focuses on rubber machinery and has a significant number of patents, while Yiyang has a strong presence in the high-end market with its GK-650E mixing machine [8][9][10]. Industry Development Trends 1. **Accelerating Intelligent Transformation**: The industry is moving towards intelligent transformation, with digital twin technology becoming a core driver. This allows for real-time simulation and optimization of production processes, enhancing efficiency and reducing energy consumption [11][12]. 2. **Green Transformation Under "Dual Carbon" Goals**: The industry is accelerating its green transformation with energy-saving equipment becoming mainstream. Technologies such as waste rubber recycling are being integrated into the production process to promote low-carbon transformation [12][13]. 3. **Rapid Development in Emerging Fields**: The growth of new fields such as electric vehicles and biodegradable plastics is driving high-end demand for mixing equipment. Companies are focusing on developing high-value-added products to meet the specific needs of these emerging markets [13].

Core Insights - The company is actively aligning with the development trends of the lithium battery industry and is focused on customer demand-driven research and development [2] Group 1: Company Developments - The company has progressively improved its layout for various equipment required in the front-end processes of lithium batteries [2] - It has strategically positioned itself in the production of solid-state battery core production line equipment, dry electrode core devices, and sulfide solid electrolyte production lines [2] - Currently, the company is supplying relevant equipment for testing and production on the production lines in collaboration with some customers [2]