Group 1: Lithium Carbonate Market - The spot price for high-quality lithium carbonate on December 25 is between 116,000-117,200 CNY/ton, down 250 CNY from the previous working day [1] - Battery-grade lithium carbonate is priced between 114,500-117,200 CNY/ton, a decrease of 400 CNY from the previous working day [1] - Industrial-grade lithium carbonate is priced between 112,000-114,000 CNY/ton, down 250 CNY from the previous working day [1] Group 2: Lithium Futures and Production - On December 25, the main contract for lithium futures initially fell but narrowed its daily decline to 0.6%; the minimum opening order quantity for related contracts will increase from 1 to 5 contracts starting December 26 to curb excessive speculation [1] - Global lithium battery production from January to November 2025 reached 2,058.44 GWh, a year-on-year increase of 48.59%; cumulative production of global energy storage batteries was 535.98 GWh, up 64.14% year-on-year [1] Group 3: Strategic Partnerships and Projects - CATL signed a five-year supply contract with South Korean electrolyte manufacturer Enchem for a total of 350,000 tons, averaging 70,000 tons per year; the contract is valued at approximately 1.5 trillion KRW, equivalent to about 7.268 billion CNY, which is over four times Enchem's sales in 2024, marking the largest single customer order in the company's history [1] - Guocheng Mining's subsidiary, Guocheng Lithium Industry, has completed 90% of the main structure for its 200,000-ton lithium salt project, with equipment installation over halfway done; the project is expected to be completed by February 2026 and will become China's largest single lithium salt production base upon full operation [2] - Haike New Energy signed a strategic cooperation and raw material supply agreement with Hunan Faenlight New Energy Technology Co., Ltd. for the purchase of 270,000 tons of electrolyte solvents and additives from January 1, 2026, to December 31, 2028 [2] - Dazhong Mining reported that the Sichuan Jiada lithium mine's first mining area has proven lithium carbonate equivalent reserves of approximately 1.4842 million tons, with an overall planned mining scale of 2.6 million tons per year, capable of producing about 50,000 tons of lithium carbonate equivalent annually [2] - Ruikang New Materials stated that due to strong demand for lithium-ion batteries, some raw material prices have risen, and the company is gradually increasing its battery material prices while actively expanding and servicing high-quality global customers [2] Group 4: Industry Collaborations - Zhongwei Co., Ltd. signed a strategic cooperation framework agreement with Xinwangda to establish a deep strategic partnership for the joint development of solid-state battery application series new energy battery materials, promoting the industrialization of these materials [3]

Core Viewpoint - The company positions itself as a provider of lithium battery production process equipment, actively developing and upgrading its offerings in line with industry trends and customer needs [1] Group 1: Company Strategy - The company is focused on the lithium battery equipment sector, specifically targeting the front-end processes required for lithium battery production [1] - It has made proactive investments in the development of core production line equipment for solid-state batteries, dry electrode core devices, and sulfide solid electrolyte production lines [1] Group 2: Customer Collaboration - The company is collaborating with certain clients on research and has supplied relevant equipment for testing and production on their production lines [1]

Core Viewpoint - The company positions itself as a provider of lithium battery production process equipment, actively developing and upgrading its offerings in line with industry trends and customer needs [1] Group 1: Company Strategy - The company has established a comprehensive layout for various equipment required in the front-end processes of lithium battery production [1] - It is proactively planning for the core production line equipment for solid-state batteries, dry electrode core devices, and sulfide solid electrolyte production lines [1] Group 2: Customer Collaboration - The company is collaborating with some customers in research and has supplied corresponding equipment for testing and production on their production lines [1]

Group 1 - The company has developed core production line equipment for solid-state batteries and dry electrode technology, as well as a production line for sulfide solid electrolytes [2] - The company is currently supplying relevant equipment for testing and production on the production lines in collaboration with some customers [2]

软控股份（002073.SZ）12月25日在投资者互动平台表示，目前，浙江软控承接的印度项目均按合约正 常推进中，随着部分项目的落地，公司正逐步打开印度的锂电市场。 （记者 王瀚黎） 每经AI快讯，有投资者在投资者互动平台提问：浙江软控于2025年3月赢得了"印度规模最大的电池产线 订单"。请问： 1. 该标志性订单目前处于交付和执行的哪个阶段？ 2. 该订单的成功获取，是否为公司带 来了来自印度或其他海外市场的后续或潜在电池设备订单？ 3. 该订单的顺利实施，对公司新能源业务 （锂电池/固态电池装备）的营收占比提升有何具体影响？" ...

证券日报网讯 12月24日，软控股份在互动平台回答投资者提问时表示，公司近期在东南亚和墨西哥的 布局是公司国际化战略的重要组成部分。公司在墨西哥及东南亚的投资建厂，旨在更好地服务和开拓海 外市场，首先，公司通过在不同区域建立生产基地，能够更快速地响应客户需求，提供本土化的产品和 服务；其次，公司在各区域的业务能够共享技术、管理和市场资源，实现优势互补；再次，公司通过这 些布局，能够在全球范围内构建起一个包含设备、服务、能源解决方案的综合生态体系，增强公司的核 心竞争力。公司海外区域化发展战略旨在通过提供全方位的解决方案，增强客户粘性，提升公司在全球 市场的影响力和竞争力。 （编辑 丛可心 王雪儿） ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 软控股份回复：尊敬的投资者您好，公司采取多项举措应对管理汇率波动、应收账款等财务风险，首先 公司运用金融市场工具来降低汇率波动产生的汇兑损失风险，并配备了专业人员负责外汇套期保值业 务，制订了《外汇套期保值业务管理制度》，严格按照相关规定进行操作，保证制度有效执行，严格控 制业务风险。其次，针对应收账款回收风险，公司将进一步依法完善应收账款管理办法，降低应收账款 回收风险，持续优化公司资产质量。另外，公司在墨西哥投资建厂的目的是为了更好地服务和开拓海外 市场，公司将持续跟踪项目建设及运营过程中遇到的各方面问题以及关税的影响，并根据发现的问题及 时采取措施进行有效解决。谢谢！ 证券之星消息，软控股份(002073)12月22日在投资者关系平台上答复投资者关心的问题。 投资者提问：公司的海外收入占比已显著提升。在快速扩张的同时，公司将采取哪些具体措施来管理汇 率波动、应收账款等财务风险，并确保海外投资能持续提升公司的整体盈利能力和长期竞争力，而不仅 仅是营收规模？墨西哥的关税政策是否构成对 ...

Group 1 - The company has been deeply engaged in the rubber industry for 25 years, focusing on domestic substitution of imports and expanding from a single product to providing 80% of the full production line equipment [1] - The rubber machinery industry has significant growth potential with the development of the domestic and international tire industry [1] - The company will continue to focus on market, research and development, quality, growth, and organization to achieve high-quality development based on its strategies of digitalization, platformization, and internationalization [1] Group 2 - As of December 10, the number of shareholders in the company was 63,476 [1]

证券日报网讯12月15日，软控股份（002073）在互动平台回答投资者提问时表示，截至2025年12月10日 股东人数为63476户。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002073 证券简称：软控股份 公告编号：2025-061 软控股份有限公司 第九届董事会第八次会议决议公告 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"）第九届董事会第八次会议于2025年12月5日以邮件方式发出通 知，于2025年12月10日上午10点在公司研发大楼会议室以现场方式召开。本次会议应参加表决董事7 人，实际参加表决董事7人，所有董事均现场出席。 会议由公司董事长官炳政先生主持。本次会议的召开符合《中华人民共和国公司法》《软控股份有限公 司章程》及《深圳证券交易所股票上市规则》等有关规定，会议决议合法有效。 经与会董事表决，形成以下决议： 1、审议通过《关于日常关联交易预计的议案》。 经公司独立董事专门会议审议通过，公司及子公司基于2026年度市场预测及日常生产经营需要，拟与以 下关联方产生日常关联交易，具体情况如下： （1）拟与赛轮集团股份有限公司（以下简称"赛轮轮胎"）及其子公司产生日常关联交易的金额预计不 超过人民币310,300万元，20 ...