OK Science and Technology (001223)

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欧克科技股价涨5.05%,博时基金旗下1只基金重仓,持有6.67万股浮盈赚取18万元
Xin Lang Cai Jing· 2025-09-10 01:57
截至发稿,郭晓林累计任职时间9年55天,现任基金资产总规模17.39亿元,任职期间最佳基金回报 133.79%, 任职期间最差基金回报-38.97%。 刘玉强累计任职时间2年223天,现任基金资产总规模20.72亿元,任职期间最佳基金回报41.63%, 任职 期间最差基金回报6.54%。 数据显示,博时基金旗下1只基金重仓欧克科技。博时专精特新主题混合A(014232)二季度持有股数 6.67万股,占基金净值比例为0.66%,位居第九大重仓股。根据测算,今日浮盈赚取约18万元。 博时专精特新主题混合A(014232)成立日期2021年12月6日,最新规模2.36亿。今年以来收益 44.08%,同类排名799/8177;近一年收益94.78%,同类排名409/7982;成立以来收益25.05%。 博时专精特新主题混合A(014232)基金经理为郭晓林、刘玉强。 9月10日,欧克科技涨5.05%,截至发稿,报56.12元/股,成交6981.26万元,换手率5.44%,总市值52.39 亿元。 资料显示,欧克科技股份有限公司位于江西省九江市修水县工业园芦塘项目区,成立日期2011年8月23 日,上市日期2022年1 ...
珠海冠宇、富临精工等目标价涨幅超40%,中仑新材获“买入”评级丨券商评级观察
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-02 01:26
Group 1 - The core viewpoint of the article highlights the target price increases for certain listed companies, with significant growth percentages noted for Zhuhai Guanyu, Anhui Energy, and Fulian Precision, which are in the battery and power sectors [1] - On September 1, a total of 37 target price adjustments were made by brokerages, with the highest target price increases being 54.55% for Zhuhai Guanyu, 42.86% for Anhui Energy, and 40.28% for Fulian Precision [1] - A total of 39 listed companies received brokerage recommendations on September 1, with notable mentions including Shuangxing New Materials, China National Foreign Trade, and Postal Savings Bank, each receiving one recommendation [1] Group 2 - On September 1, there was one instance of initial coverage by brokerages, where Zhonglun New Materials received a "Buy" rating from CITIC Securities [1]
欧克科技(001223)2025年中报简析:营收净利润同比双双增长,应收账款上升
Zheng Quan Zhi Xing· 2025-08-28 14:24
Core Viewpoint - Ok Technology (001223) reported significant growth in revenue and net profit for the first half of 2025, with total revenue reaching 455 million yuan, a year-on-year increase of 112.65%, and net profit of 69.09 million yuan, up 53.65% [1][3]. Financial Performance - Total revenue for the first half of 2025 was 455 million yuan, compared to 214 million yuan in the same period of 2024, marking a 112.65% increase [1]. - Net profit attributable to shareholders was 69.09 million yuan, up from 44.97 million yuan in 2024, reflecting a 53.65% growth [1]. - The second quarter alone saw revenue of 256 million yuan, a remarkable increase of 188.62% year-on-year, with net profit of 28.56 million yuan, up 124.92% [1]. - Gross margin decreased to 31.04%, down 16.29% year-on-year, while net margin fell to 16.1%, a decrease of 23.37% [1][3]. - Total operating expenses (selling, administrative, and financial) amounted to 38.96 million yuan, accounting for 8.56% of revenue, a decrease of 16.49% year-on-year [1]. Cash Flow and Debt - The company experienced a significant increase in accounts receivable, which rose by 61.03% to 481 million yuan [1]. - Cash and cash equivalents decreased by 33.67% to 433 million yuan [1]. - The net cash flow from investing activities dropped by 115.8% due to increased external investments, while financing activities saw a net cash flow increase of 300.02% due to higher bank borrowings [3]. Market Position and Analyst Expectations - Analysts expect the company's performance for 2025 to reach 160 million yuan in revenue, with an average earnings per share of 1.71 yuan [4]. - The company has a healthy cash asset position, but its return on invested capital (ROIC) was only 1.44% last year, indicating average investment returns [3]. Fund Holdings - Several funds have newly entered the top ten holdings of Ok Technology, including Huaxia Smart Value Growth A and Bosera Specialized New Theme Mixed A, indicating growing institutional interest [5].
欧克科技2025年中报简析:营收净利润同比双双增长,应收账款上升
Zheng Quan Zhi Xing· 2025-08-27 22:38
Core Viewpoint - Ok Technology (001223) reported significant growth in revenue and net profit for the first half of 2025, with total revenue reaching 455 million yuan, a year-on-year increase of 112.65%, and net profit of 69.09 million yuan, up 53.65% [1][3] Financial Performance - Total revenue for the second quarter of 2025 was 256 million yuan, reflecting a year-on-year increase of 188.62 [1] - The company's gross profit margin decreased to 31.04%, down 16.29% year-on-year, while the net profit margin fell to 16.1%, a decrease of 23.37% [1] - The total of selling, administrative, and financial expenses was 38.96 million yuan, accounting for 8.56% of revenue, a decrease of 16.49% year-on-year [1] - Earnings per share increased to 0.74 yuan, a rise of 9.74% year-on-year, while operating cash flow per share decreased to 0.39 yuan, down 30.05% [1] Accounts Receivable and Cash Flow - Accounts receivable rose significantly, with a year-on-year increase of 61.03%, reaching 481 million yuan [1][3] - The net cash flow from investment activities decreased by 115.8%, attributed to increased external investments [3] - The net cash flow from financing activities increased by 300.02%, due to an increase in bank borrowings [3] Business Evaluation - The company's return on invested capital (ROIC) was reported at 1.44%, indicating weak capital returns, while the historical median ROIC since listing was 38.34% [4] - The company relies heavily on research and development for its business model, which requires careful analysis of the underlying drivers [4] Fund Holdings - Several funds have newly entered the top ten holdings of Ok Technology, with the largest being Huaxia Smart Value Growth A, holding 88,000 shares [5]
智能装备与薄膜材料齐发力 欧克科技上半年营收净利润双增长
Zheng Quan Ri Bao Wang· 2025-08-27 07:46
Core Insights - Ok Technology Co., Ltd. reported a significant increase in revenue and net profit for the first half of 2025, with operating income reaching 455 million yuan, a year-on-year growth of 112.65%, and a net profit attributable to shareholders of 69.09 million yuan, up 53.65% [1] Business Performance - The company's core business includes the research, production, sales, and service of intelligent equipment for household paper and film materials, focusing on providing fully automated intelligent equipment and comprehensive solutions [2] - The intelligent equipment for household paper generated revenue of 237 million yuan in the first half of the year, reflecting a year-on-year increase of 68.01% [4] - The film materials segment saw a remarkable revenue growth of 332.81%, achieving 212 million yuan in the same period, driven by the development of various film production lines [5] Market Trends - There is a growing demand for high-end household paper and intelligent production equipment due to consumption upgrades and improved living standards, with downstream companies typically undergoing a rigorous supplier evaluation process lasting 6 to 18 months [3] Strategic Development - Ok Technology aims to leverage its strong R&D capabilities and industry experience to create a comprehensive "equipment + service" solution system, providing full-process support from factory design to operational launch [6]
智能装备与薄膜材料双双发力驱动 欧克科技营收净利均大幅增长
Zheng Quan Shi Bao Wang· 2025-08-27 02:57
Core Insights - Ok Technology (001223) reported a significant increase in revenue and net profit for the first half of 2025, with total revenue reaching 455 million yuan, a year-on-year growth of 112.65%, and net profit attributable to shareholders at 69.09 million yuan, up 53.65% [1] Revenue Structure - The revenue from smart equipment for household paper reached 237 million yuan, growing by 68.01% and accounting for 52% of total revenue [1] - The film materials segment generated 212 million yuan in revenue, marking a substantial increase of 332.81%, and represented 46.49% of total revenue [3] Industry Trends - The domestic household paper equipment sector is undergoing an upgrade, with increasing demand for intelligent and automated paper-making equipment, which aligns with the industry's development trend [1] - Ok Technology is recognized as a leading supplier in the smart equipment sector, leveraging advanced technology and reliable product quality to serve major household paper enterprises [1] Technological Advancements - The company possesses integrated system capabilities, ensuring efficient coordination from raw paper processing to finished product packaging, enhancing production line stability and efficiency by over 15% compared to traditional procurement methods [2] - Ok Technology's proprietary production line control system facilitates information exchange and collaboration among devices, significantly improving operational efficiency [2] - The company has successfully developed and mass-produced various production lines, including the 800-type multi-channel fully automatic handkerchief paper production line and the 5600-type large-width fully automatic folding machine, filling technological gaps in the domestic market [2] Future Plans - Ok Technology aims to maintain strategic focus and promote high-quality development of its equipment and materials, with plans to formulate a work plan for the second half of the year [3]
欧克科技股份有限公司2025年半年度报告摘要
Shang Hai Zheng Quan Bao· 2025-08-26 19:50
Core Points - The company has not declared any cash dividends or stock bonuses for the reporting period [2] - The company’s board of directors has confirmed the accuracy and completeness of the 2025 semi-annual report [9][10] - The board meeting was held on August 26, 2025, with all nine directors present [8] Financial and Operational Summary - The company has not experienced any changes in its controlling shareholder or actual controller during the reporting period [4][5] - There are no preferred shareholders or changes in preferred shareholder holdings reported for this period [6] - The company has not indicated any need for retrospective adjustments or restatements of previous accounting data [3]
欧克科技(001223) - 关于2025年半年度募集资金存放与使用情况公告
2025-08-26 11:30
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。 根据中国证券监督管理委员会《上市公司募集资金监管规则》和《深圳证券 交易所上市公司自律监管指引第1号——主板上市公司规范运作》的规定,现将 欧克科技股份有限公司(以下简称"公司")2025年半年度募集资金存放与使用 情况专项说明如下。 一、募集资金基本情况 (一)实际募集资金金额和资金到账时间 证券代码:001223 证券简称:欧克科技 公告编号:2025-047 根据中国证券监督管理委员会《关于核准欧克科技股份有限公司首次公开发 行股票的批复》(证监许可〔2022〕2872号),本公司由主承销商国投证券股份 有限公司(以下简称"国投证券公司")用余额包销方式,向社会公众公开发行人 民币普通股(A股)股票1,668.00万股,发行价为每股人民币65.58元,共计募集 资金109,387.44万元,坐扣承销费用6,132.47万元后的募集资金为103,254.97 万元,已由主承销商国投证券公司于2022年12月7日汇入本公司募集资金监管账 户。另减除保荐费、上网发行费、招股说明书印刷费、申报会计师费、律师费、 评 ...
欧克科技(001223) - 半年度非经营性资金占用及其他关联资金往来情况汇总表
2025-08-26 11:30
管性资金占用及其他关联资金往来情况: | | | | | | 025年半年度 | | | | | 单位:人民币万 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 经营 | 资金占用方名 | f用方与上市公 同的关联关系 | 的 上市公司核算 | 2025年期初 占用资金余额 | 25年半年度占用 累计发生金额 (不含利息) | 2025年半年度占 | 025年半年度偿还累计 生金额 | 25年半年度 占用资金余额 | 用形成原 | 与用性质 | | 屋及吸 | | | | | | | | | | -1 | | 14 ڪ | | - | - | | | | | | | 1 1 | | 实际控制人及 前控股股东、 附属企业 | | | | | | | | | | - | | 11 ڪ 他关联方及其附属企 | - | - | 1 | | | | | | | - SIL | | | | | | | | | | | | - | | に ج | 1 | = | 1 | | | | | | | - | | H 其它关联资金往来 ...
欧克科技(001223) - 2025年半年度财务报告
2025-08-26 11:30
欧克科技股份有限公司 2025 年半年度报告全文 第八节 财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为:元 1、合并资产负债表 编制单位:欧克科技股份有限公司 单位:元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产: | | | | 货币资金 | 433,337,381.65 | 481,968,366.32 | | 结算备付金 | 0.00 | 0.00 | | 拆出资金 | 0.00 | 0.00 | | 交易性金融资产 | 0.00 | 0.00 | | 衍生金融资产 | 0.00 | 0.00 | | 应收票据 | 24,612,939.02 | 23,091,562.76 | | 应收账款 | 481,234,373.55 | 422,137,390.34 | | 应收款项融资 | 5,458,420.57 | 4,591,652.03 | | 预付款项 | 27,268,734.14 | 18,693,657.35 | | 应收保费 | 0.00 | 0.00 | | ...