（文章来源：证券日报） 证券日报网讯 12月8日，欧克科技在互动平台回答投资者提问时表示，公司限售股解禁相关事宜，将严 格遵守法律法规、交易所规则及股东承诺，相关信息会按要求及时披露。公司目前经营一切正常。 ...

Core Viewpoint - The ongoing "dual carbon" transition is creating a golden development period for lithium battery new energy and intelligent manufacturing sectors, with Ok Technology (001223.SZ) gaining continuous attention from the capital market due to its precise strategic vision and clear transformation layout [1] Group 1: Strategic Layout and Product Development - Ok Technology is extending its industrial chain vertically by exploring the synergy between downstream customers' needs in product production and packaging film, leading to the development of film material production lines [2] - The company has formed a business structure covering three core products: intelligent equipment for household paper, film materials, and intelligent equipment for new energy lithium batteries, achieving an integrated link from R&D to sales and service [2] - The company is actively expanding into high-end materials and equipment, particularly in the high-performance PI film sector, which is essential for flexible electronics, new energy power batteries, and semiconductor packaging [2] Group 2: Lithium Battery Equipment and Market Trends - The lithium battery intelligent equipment sector is a key focus for the company, leveraging its experience in household paper equipment to develop high-performance wet-process lithium battery separator equipment [3] - The demand for lithium battery separators is expected to grow significantly due to the government's targets for wind and solar power installations, benefiting companies with technological barriers [3] - The company is well-positioned to benefit from both policy and market advantages in the lithium film equipment sector, potentially opening new growth avenues [3] Group 3: Robotics and Future Industry Focus - The company is making significant progress in the robotics field, establishing a subsidiary to focus on products like harmonic reducers and servo motors, with expectations of over 50 million yuan in sales by 2025 [4] Group 4: Financial Performance and Capital Expansion - In the first half of 2025, the company achieved a revenue of 455 million yuan, a substantial increase of 112.65% year-on-year, with a net profit of 69 million yuan, up 53.65% [5] - The film materials business has shown remarkable growth, with revenue reaching approximately 211.64 million yuan, a staggering increase of 332.81% year-on-year, becoming a new growth engine for the company [5] - The establishment of a 1.5 billion yuan investment fund aims to support high-end intelligent equipment, new energy, and new materials, enhancing the company's strategic expansion [5][6] Group 5: Shareholder Structure and Future Outlook - The company has room to introduce external investors through share issuance, with the top five shareholders holding 74.97% of shares, ensuring effective control by the founders while allowing for increased competitiveness [7] - The company plans to continue its dual-driven strategy of "equipment + materials," leveraging stable profits from traditional businesses and the advantages of the investment fund and shareholder structure to achieve growth in solid-state batteries and robotics [7]

Core Viewpoint - Recently, Tonglu Ruijie Innovation No.1 Equity Investment Partnership (Limited Partnership) was established, with a registered capital of 160 million yuan, focusing on equity investment [1] Group 1 - The legal representative of the newly established partnership is Hangzhou Ruijie Venture Capital Co., Ltd. [1] - The business scope of the partnership includes equity investment among other activities [1] - Oke Technology holds a 19.38% stake in the partnership [1]

Market Overview - The automation equipment sector increased by 0.9% on November 13, with Hongying Intelligent leading the gains [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] Top Performers - Hongying Intelligent (001266) closed at 32.97, up 10.01% with a trading volume of 67,300 shares and a transaction value of 219 million [1] - Lianying Laser (688518) closed at 24.12, up 7.68% with a trading volume of 238,100 shares and a transaction value of 558 million [1] - Oke Technology (001223) closed at 55.30, up 5.80% with a trading volume of 17,500 shares and a transaction value of 95.67 million [1] Underperformers - Saiteng Co., Ltd. (603283) closed at 49.60, down 2.75% with a trading volume of 208,700 shares and a transaction value of 1.051 billion [2] - Xinjie Electric (603416) closed at 61.08, down 2.40% with a trading volume of 33,300 shares and a transaction value of 205 million [2] - Aifute (688165) closed at 21.22, down 1.85% with a trading volume of 70,600 shares and a transaction value of 150 million [2] Capital Flow - The automation equipment sector saw a net inflow of 58.49 million from institutional investors, while retail investors experienced a net outflow of 13.70 million [2][3] - Hongying Intelligent had a net inflow of 97.93 million from institutional investors, with retail investors showing a net outflow of 40.38 million [3] - Dazhu Laser (002008) recorded a net inflow of 92.01 million from institutional investors, while retail investors had a net outflow of 80.31 million [3]

Group 1 - The company Oke Technology plans to establish a private equity investment fund with a total commitment of 160 million yuan, alongside partners Ruijie Investment and Tonglu Revitalization [1][2] - Oke Technology intends to contribute 31 million yuan, representing a 19.375% stake in the fund [1][2] - The fund will have an initial duration of 6 years, with the first 3 years designated for investment and the subsequent 3 years for exit, with the option for the general partner to extend by up to 12 months [1][2] Group 2 - The fund aims to invest in unlisted companies, specifically targeting Shenzhen Fengdian New Energy Technology Co., Ltd. [1][2] - Potential risks associated with this investment include the possibility of the fund not being established and returns not meeting expectations [1][2]

Core Viewpoint - 欧克科技 is entering into a partnership to establish a new investment fund focused on the intelligent manufacturing industry, indicating a strategic move to enhance its investment portfolio in high-quality companies and new business models [1] Group 1: Investment Details - 欧克科技, as a limited partner, will contribute RMB 31 million, representing 19.375% of the total committed capital of RMB 160 million for the fund [1] - The total committed capital for the 桐庐锐界创新一号基金 is RMB 160 million, with contributions from three parties: 欧克科技, 杭州锐界创业投资有限公司, and 桐庐县振兴商务发展有限公司 [1] - 杭州锐界创业投资有限公司 will contribute RMB 1.6 million as a general partner, accounting for 1% of the fund, while 桐庐振兴 will contribute RMB 127.4 million, representing 79.625% [1] Group 2: Fund Focus - The 桐庐锐界创新一号基金 will primarily invest in high-quality companies and new business ventures within the intelligent manufacturing industry chain [1]

Group 1 - The core point of the article is that Oke Technology (001223.SZ) has signed a partnership agreement to establish a new equity investment partnership fund, aiming to invest in quality companies and new businesses in the intelligent manufacturing industry chain [1] Group 2 - Oke Technology will contribute 31 million RMB, representing 19.375% of the total committed capital of 160 million RMB for the fund [1] - The fund, named "Tonglu Ruijie Innovation No. 1 Fund," will focus on equity investments and other legally permitted methods [1] - The fund's total committed capital is 160 million RMB, with other partners including Ruijie Investment and Tonglu Revitalization contributing 1.6 million RMB and 127.4 million RMB respectively [1]

Core Viewpoint - Oke Technology (001223.SZ) has signed a partnership agreement to establish the Tonglu Ruijie Innovation No. 1 Equity Investment Partnership, focusing on investments in the intelligent manufacturing industry chain [1] Investment Details - The total committed capital for the Tonglu Ruijie Innovation No. 1 Fund is RMB 160 million, with Oke Technology contributing RMB 31 million, representing 19.375% of the total [1] - Ruijie Investment will contribute RMB 1.6 million as the general partner, accounting for 1% [1] - Tonglu Revitalization will invest RMB 127.4 million as a limited partner, making up 79.625% of the fund [1] Investment Focus - The fund will primarily invest in high-quality companies and new businesses within the intelligent manufacturing industry chain through equity investments and other legally permitted methods [1]

Core Viewpoint - Oke Technology (001223.SZ) has signed a partnership agreement to establish the Tonglu Ruijie Innovation No. 1 Equity Investment Partnership, focusing on investments in the intelligent manufacturing industry chain [1] Investment Details - The total committed capital for the Tonglu Ruijie Innovation No. 1 Fund is RMB 160 million, with Oke Technology contributing RMB 31 million, representing 19.375% of the fund [1] - Ruijie Investment will contribute RMB 1.6 million as the general partner, accounting for 1% [1] - Tonglu Xinxing will contribute RMB 127.4 million as a limited partner, making up 79.625% of the fund [1] Investment Focus - The fund will primarily invest in high-quality companies and new businesses within the intelligent manufacturing industry chain through equity investments and other legally permitted methods [1]

证券代码：001223 证券简称：欧克科技 公告编号：2025-053 欧克科技股份有限公司 关于与专业投资机构共同投资的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、对外投资概述 近日，欧克科技股份有限公司（以下简称"欧克科技"或"公司"）作为有 限合伙人与杭州锐界创业投资有限公司（以下简称"锐界投资"）、桐庐县振兴 商务发展有限公司（以下简称"桐庐振兴"）签署《桐庐锐界创新一号股权投资 合伙企业（有限合伙）之合伙协议》（以下简称"本协议"或"合伙协议"）， 拟共同投资设立桐庐锐界创新一号股权投资合伙企业（有限合伙）（暂定名，最 终以有关部门的批复文件以及市场监管部门登记核准名称为准，以下简称"桐庐 锐界创新一号基金"、"本基金"或"合伙企业"）。桐庐锐界创新一号基金认 缴出资总额为人民币 16,000 万元，其中,欧克科技拟以有限合伙人身份以自有资 金认缴出资 3,100 万元，占比 19.375%；锐界投资拟以普通合伙人身份认缴出资 160 万元，占比 1%；桐庐振兴拟以有限合伙人身份以自有资金认缴出资 12,740 万元，占比 79.625 ...