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]
欧克科技：“设备+材料”双轮驱动，战略布局提速绘就新发展蓝图