Group 1 - The core point of the article is that Oke Technology (SZ 001223) announced that 70 million restricted shares will be unlocked and listed for trading on December 17, 2025, which accounts for approximately 74.99% of the company's total share capital [1] - As of the report date, Oke Technology has a market capitalization of 4.7 billion yuan [2] - For the first half of 2025, Oke Technology's revenue composition is as follows: 53.51% from the equipment manufacturing sector and 46.49% from the materials sector [1]

特别提示： 证券代码：001223 证券简称：欧克科技 公告编号：2025-054 （一）欧克科技股份有限公司（以下简称"公司"）本次解除限售的股份为 公司首次公开发行前已发行的股份，数量为 70,000,000 股，占公司总股本的 74.9850%。 欧克科技股份有限公司 首次公开发行前已发行股份上市流通提示性公告 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。 （二）本次解除限售股份的上市流通日期为 2025 年 12 月 17 日（星期三）。 （三）本次申请解除股份限售的股东如未来有减持需求，将严格遵守《上市 公司股东减持股份管理暂行办法》《深圳证券交易所上市公司自律监管指引第 18 号—股东及董事、高级管理人员减持股份》等法律法规的相关规定及其所作 承诺的要求。 一、首次公开发行前已发行股份概况 （一）首次公开发行股票情况 经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）核准，并经深圳证券交易所《关于 欧克科技股份有限公司人民币普通股股票上市的通知》同意，公司首次公开发行 股票 16, ...

国投证券股份有限公司 关于欧克科技股份有限公司 首次公开发行前已发行股份解除限售上市流通的核查意见 国投证券股份有限公司（以下简称"国投证券"、"保荐机构"）作为欧克 科技股份有限公司（以下简称"欧克科技"、"公司"）首次公开发行股票并上 市及持续督导的保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证券 交易所股票上市规则》《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》《深圳证券交易所上市公司自律监管指引第13号——保荐业 务》等有关法律法规和规范性文件的规定，国投证券对公司首次公开发行前已发 行股份解除限售上市流通事项进行了审慎核查，具体情况如下： 一、首次公开发行前已发行股份概况 （一）首次公开发行股票情况 经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）核准，并经深圳证券交易所《关于 欧克科技股份有限公司人民币普通股股票上市的通知》同意，公司首次公开发行 股票 16,680,000 股，相关股票已于 2022 年 12 月 12 日在深圳证券交易所上市交 易。首次公开发行前，公司总股本为 50,000,00 ...

Core Viewpoint - The company, Ok Technology, is a leader in household paper equipment, leveraging its foresight to identify synergies between downstream product manufacturing and film packaging, thereby extending vertically along the industry chain with a "equipment + materials" core development strategy [1] Group 1: Product Development - The company has made significant advancements in high-performance polyimide film (PI film) through its subsidiary Jiangxi Youze New Materials, targeting markets such as aerospace and consumer electronics, with projected revenue of 130 million yuan and a net profit margin of approximately 15% by 2025 [1] - In the solid-state battery sector, the company is collaborating with Shengquan New Energy to develop battery equipment, with plans for mass production of solid-state battery products by next year [2] - The company is also expanding into the industrial robotics sector through its subsidiary, Ok Technology Robotics, with plans for mass shipments of palletizing robots by 2025 [2] Group 2: Capital Market Strategy - The company has established a 1.5 billion yuan industry fund in collaboration with various investment partners, aiming to enhance its strategic layout and ensure steady growth through full industry chain collaboration [3] - The chairman has reiterated the company's commitment to focusing on high-end technology and long-term stable development, planning to acquire technology-driven firms to enhance its industry chain layout [3] - The company emphasizes the importance of protecting shareholder rights and maximizing company value through continuous development initiatives [3] Group 3: Future Outlook - With dual support from capital empowerment and diversified sector layout, the company is poised for a high-end transformation, with breakthroughs in high-end films, solid-state battery equipment, and industrial robots expected to drive significant performance growth [5] - The company aims to deepen its core competitiveness and move towards shared advantages across the entire industry chain, striving for new breakthroughs in its transformation into a high-tech enterprise [5]

Group 1: Strategic Layout and Business Model - The company adheres to a dual-core strategy of equipment and materials, establishing independent departments for each project to enhance professional capabilities [2] - Focus on profit enhancement and scale expansion in the materials sector, continuously adding new equipment categories and material strategies to create a virtuous cycle of sales profit [2][3] - The company aims to achieve a synergistic effect of 1+N>N+1 through distinctive management incentive mechanisms and technology advantages [3] Group 2: Core Competitiveness and Innovation - Core competitiveness is centered on technological innovation and comprehensive manufacturing capabilities, with a complete industrial chain from core technology R&D to product delivery [3] - The company promotes an "ecological win-win" barrier by empowering management and core teams, fostering internal creativity, and collaborating deeply with industry partners for shared growth [3] Group 3: Financial Strategies and Future Plans - A 1.5 billion yuan industrial fund has been established in collaboration with the government, focusing on the company's industrial chain layout needs while adhering to investment regulations [4] - The company maintains a robust cash flow to support strategic acquisitions, ensuring alignment with its core equipment and materials strategy [5] - Future investment and acquisition plans will continue to revolve around the core of "equipment + materials," targeting suitable candidates in the direction of smart manufacturing [5]

Core Viewpoint - Ok Technology (001223.SZ) demonstrates strong confidence in its "Equipment + Materials" strategy, showcasing rapid advancement and broad prospects in solid-state batteries and lithium battery equipment, while emphasizing the importance of investor rights and core value creation [1] Group 1: Financial Performance - In the first three quarters of 2025, the company achieved revenue of 737 million yuan, a year-on-year increase of 128.5% [1] - The net profit excluding non-recurring items reached 85.01 million yuan, reflecting a year-on-year growth of 902.34%, indicating robust growth momentum [1] Group 2: Product Development - The company has established a business structure covering three core products: intelligent equipment for household paper, film materials, and intelligent equipment for new energy lithium batteries, facilitating a transformation from a paper equipment manufacturer to a high-tech enterprise [1] - Through its subsidiary Jiangxi Youze New Materials, the company has entered the high-performance polyimide film (PI film) market, which is essential for flexible electronics, new energy batteries, and semiconductor packaging [2] - Research indicates that PI films can significantly enhance the stability and energy density of solid-state batteries, achieving energy densities of up to 300 Wh/kg, surpassing traditional lithium-ion batteries [2] Group 3: Industry Position and Future Outlook - The company has successfully developed a series of new energy equipment, including wet and dry lithium battery separator equipment, laying a solid foundation for its deep involvement in the lithium battery industry chain [2] - The management has confirmed that solid-state battery equipment has been produced and is undergoing customer validation, positioning the company to benefit from the growing demand for energy storage driven by the dual carbon transition [2] - The company has initiated a 1.5 billion yuan industry fund with partners to support its strategic development and enhance its competitive edge in high-end intelligent equipment and new materials [3] - With the dual drive of "Equipment + Materials" and the capital empowerment from industry funds, the company aims to deepen its core business and continuously create value for investors [3]

Group 1 - The core viewpoint of the article is that Oke Technology is actively engaging in industrial fund investments while leveraging its high-end equipment manufacturing advantages to empower production equipment for upstream and downstream enterprises, aiming for a win-win situation [2] Group 2 - The company emphasizes its commitment to enhancing the production capabilities of related enterprises through its technological strengths [2] - Oke Technology's strategy reflects a collaborative approach within the industry, focusing on mutual benefits among stakeholders [2]

（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]