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年前最后一周机构密集调研科创板 这些细分赛道成焦点
Huan Qiu Wang· 2026-02-18 02:00
Group 1 - A total of 9 companies in the Sci-Tech Innovation Board received institutional research from February 9 to 15, with Huazhu Gaoke receiving the most attention from 23 institutions [1] - Huazhu Gaoke's 3D printing equipment is primarily used in the aerospace sector, including commercial aerospace, addressing challenges in lightweight and complex structure manufacturing [3] - Oukeyi noted that as domestic tool capabilities improve, the market share of domestic tools in the aerospace sector is gradually increasing, with product reserves for high-temperature alloys and titanium alloys [3] Group 2 - Zhongxin International indicated that strong demand for AI in storage is squeezing orders in the mid-to-low-end sectors, while orders related to AI, storage, and high-end applications are increasing [3] - Oulain New Materials stated that despite rising raw material prices, the company maintains strong profitability due to ongoing R&D and the extension into high-value fields such as nuclear medicine and controlled nuclear fusion [3] - The precision tool industry is experiencing rapid increases in tungsten raw material prices, which Oukeyi believes will accelerate the industry's shift from price competition to value competition [4] Group 3 - Liyuanheng highlighted solid-state battery equipment as a key focus area, with some projects already implemented, showcasing the company's capability to supply core process equipment across the entire production line [4] - Fuke Technology is leading a strategic frontier project aimed at breaking through the technology for converting biogas into green methanol, laying the foundation for a 100,000-ton green fuel industry application [4]
A股蛇年收官日三大指数下跌,两只湘股涨停
Sou Hu Cai Jing· 2026-02-13 12:54
Group 1 - The A-share market experienced a collective decline on the last trading day of the Year of the Snake, with the Shanghai Composite Index down by 1.26%, the Shenzhen Component Index down by 1.28%, and the ChiNext Index down by 1.57% [1] - The trading volume in the Shanghai and Shenzhen markets was 19,989 billion yuan, a decrease of 1,618 billion yuan compared to the previous day, with 1,537 stocks rising and 3,824 stocks falling [2] - The military equipment, paper-making, film and television, and semiconductor equipment sectors showed the highest gains, with stocks like Andavil, Yaxing Anchor Chain, and Aero Engine Corporation hitting the daily limit [2] Group 2 - In the Hunan stock market, the energy storage sector saw Tai Jia Co., Ltd. reach a 10% daily limit, focusing on a dual business model of "sawing + power supply" [3] - ST Jinhong also hit the daily limit with a 5.06% increase, as the company faces a pre-restructuring application from creditors, which could help mitigate debt risks if the restructuring is successful [3] - Other Hunan stocks such as Oke Yi, Boyun New Materials, Huashu High-Tech, and Aibulu also rose by over 3% [4]
欧科亿:公司各产品产能利用率还有提升空间
Zheng Quan Ri Bao Wang· 2026-02-12 12:09
Group 1 - The core viewpoint of the article is that the company, Okeyi, has indicated that there is still room for improvement in the utilization rate of its product capacity, which has not yet reached full production [1] Group 2 - The company responded to investor inquiries on its interactive platform regarding its production capacity [1]
欧科亿今日大宗交易折价成交10万股,成交额510万元
Xin Lang Cai Jing· 2026-02-12 09:35
Group 1 - The core point of the article highlights that Okoyi conducted a block trade of 100,000 shares on February 12, with a transaction value of 5.1 million yuan, accounting for 1.36% of the total trading volume for that day [1][2] - The transaction price was set at 51 yuan per share, which represents a discount of 5.99% compared to the market closing price of 54.25 yuan [1][2] Group 2 - The stock code for Okoyi is 688308, and the transaction was executed by a brokerage firm identified as "Yao Dan Xu Guan Li Ji Di" [2]
株洲欧科亿数控精密刀具股份有限公司关于持股5%以上股东减持股份计划的公告
Shang Hai Zheng Quan Bao· 2026-02-11 18:01
Core Viewpoint - The major shareholder of Zhuzhou Oke Yi CNC Precision Tool Co., Ltd. plans to reduce its stake in the company due to personal funding needs, which may impact the stock's trading dynamics but is not expected to significantly affect the company's governance structure or operational stability [1][2]. Shareholder Holding Situation - As of the announcement date, the shareholder Leqing Dehui holds 9,374,121 shares, representing 5.90% of the total shares of the company, all of which are tradable shares without restrictions [1]. Reduction Plan Details - Leqing Dehui intends to reduce its holdings by up to 1,580,000 shares, which is no more than 1.00% of the total shares, through centralized bidding within three months after the announcement, starting 15 trading days later [2][4]. Shareholder Commitment - The shareholder has previously committed to not transferring or managing the shares held prior to the company's public offering for 12 months post-listing, adhering to relevant laws and regulations regarding shareholding and changes [5][6]. Compliance with Regulations - The planned reduction aligns with the commitments made during the initial public offering and complies with the relevant laws and regulations governing shareholder reductions [9][10].
2月11日增减持汇总:金开新能等2股增持 欢瑞世纪等8股减持(表)





Xin Lang Cai Jing· 2026-02-11 14:13
Summary of Key Points Core Viewpoint - On February 11, several A-share listed companies disclosed their stock repurchase and reduction situations, indicating potential shifts in investor sentiment and company strategies [1][3]. Group 1: Stock Repurchase Situations - Jinkai New Energy has obtained a stock repurchase loan commitment of up to 540 million yuan [2][4]. - Quzhou Dongfeng plans to repurchase company shares with an amount ranging from 50 million to 100 million yuan [2]. Group 2: Stock Reduction Situations - Huanrui Century's shareholders have reduced their holdings by 0.71% of the total share capital [6]. - Infinet's shareholders, including directors and executives, plan to reduce their holdings by no more than 0.2378% [6]. - Jieshun Technology's actual controller intends to reduce holdings by no more than 2.8% [6]. - Robot Technology's shareholder, Kejun Investment, plans to reduce holdings by no more than 1.313% [6]. - Tianlong Group's deputy general manager, Wang Na, plans to reduce holdings by no more than 0.1171% [6]. - Dongli Machinery's shareholders, Meng Shuming and Meng Shuliang, plan to reduce a total of no more than 138,000 shares [6]. - Keri Technology's shareholders plan to reduce holdings by no more than 3.13% [6]. - Oke Yi's shareholder, Leqing Dehui, plans to reduce holdings by no more than 1% [6].
A股公告精选 | *ST松发(603268.SH):下属公司签订17-20亿美元造船合同
智通财经网· 2026-02-11 12:25
Group 1 - Unisplendour plans to raise no more than 5.57 billion yuan through a private placement to acquire a 6.98% stake in H3C and for other projects [1] - Dawi Technology's Zhangbei data center project will not involve computing power leasing and is expected to have minimal revenue contribution in 2025 [2] - Kaixin Network's subsidiary signed a settlement agreement with Legend IP, which is expected to positively impact the company's profit by approximately 200 million yuan [3] Group 2 - Newray plans to acquire a 70% stake in PCB tool company Huilian Electronics for no more than 700 million yuan, enhancing its market position [4] - Shangwei New Materials' embodied intelligent robot business is still in the product development stage and has not yet generated revenue [5] - Lanshi Heavy Industry's deputy general manager is under investigation for suspected violations, but the company's operations remain unaffected [6] Group 3 - Tianji Technology is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations, but its operations are normal [8] - Top Group expects a net profit decline of 3% to 13% in 2025, despite revenue growth of 8.08% to 14.10% [9] - Shoulu Hotel's subsidiary plans to invest 281 million yuan in a new hotel property project, expected to enhance its business scale and profitability [10] Group 4 - Pingzhi Information plans to raise no more than 1 billion yuan for the construction of a domestic intelligent computing center [11] - Dongfang Guoxin's Inner Mongolia intelligent computing center project has been partially completed, contributing a small revenue share [12] - Zhongwei Semiconductor intends to allocate 1 billion yuan of surplus fundraising for a new investment project [13] Group 5 - Guolin Technology plans to issue up to 16.5 million shares, which will increase its total share capital to 201 million shares [14] - Dabeinong reported a 22.71% year-on-year increase in pig sales in January [15] - Qiu Tai Technology sold 41.48 million mobile camera modules in January, a 19.5% year-on-year increase [19]
欧科亿股东乐清德汇拟减持不超过158万股 占总股本的1%
Xin Lang Cai Jing· 2026-02-11 10:32
Group 1 - The core point of the article is that the shareholder Leqing Dehui plans to reduce its stake in Okoyi (688308) by selling up to 1.58 million shares, which represents 1% of the company's total share capital [1][2] Group 2 - For the first three quarters of 2025, Okoyi achieved a revenue of 1.023 billion yuan and a net profit attributable to the parent company of 51.13 million yuan [2]
欧科亿(688308) - 欧科亿关于持股5%以上股东减持股份计划的公告
2026-02-11 10:17
证券代码:688308 证券简称:欧科亿 公告编号:2026-003 株洲欧科亿数控精密刀具股份有限公司 关于持股 5%以上股东减持股份计划的公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律 责任。 重要内容提示: 股东持有的基本情况 截至本公告披露日,株洲欧科亿数控精密刀具股份有限公司(以下简称"公 司")股东乐清市德汇股权投资合伙企业(有限合伙)(以下简称"乐清德汇") 持有公司股份 9,374,121 股,占公司股份总数的 5.90%。上述股份为公司首次公 开发行前取得股份(含上市后资本公积金转增股本取得的股份),均为无限售条 件流通股。 近日,公司收到股东乐清德汇出具的《关于股份减持计划的告知函》,现将 具体情况公告如下: | 股东名称 | 乐清市德汇股权投资合伙企业(有限合伙) | | | | --- | --- | --- | --- | | | 控股股东、实控人及一致行动人 | □是 | √否 | | 股东身份 | 直接持股 5%以上股东 | √是 | □否 | | | 董事、监事和高级管理人员 | ...
欧科亿(688308.SH):股东乐清德汇拟减持合计不超过158万股股份
Ge Long Hui A P P· 2026-02-11 10:07
Group 1 - The core point of the article is that Okoyi (688308.SH) announced a plan for its shareholder, Leqing Dehui, to reduce its stake in the company by up to 1.00% of the total shares, which amounts to a maximum of 1.58 million shares [1] - The share reduction will take place within three months after the announcement, starting 15 trading days from the date of disclosure [1] - The reduction will be executed through centralized bidding, with a limit that the total number of shares sold in any consecutive 90-day period does not exceed 1% of the company's total shares [1]