欧克科技(001223)8月26日晚间发布2025年半年度报告，报告期内实现营业收入4.55亿元，同比增长 112.65%；归属于上市公司股东的净利润6909.11万元，同比增长53.65%；扣非净利润6285.91万元，同 比增长96.38%。 2025年上半年，欧克科技薄膜材料实现营业收入2.12亿元，同比增长332.81%，占公司营业总收入的 46.49%。生活用纸薄膜包装材料，是欧克科技生活用纸智能装备产业链的纵向战略延伸，其主要应用 于生活用纸终端包装环节，可与公司设备主业形成深度渠道协同与技术联动效应。欧克科技披露，公司 还通过子公司江西有泽新材料科技有限公司布局高性能PI薄膜业务，该材料有"黄金薄膜"之誉，具有优 异的绝缘性、耐高温及机械强度，是高端制造领域的核心基础材料。 从收入结构看，欧克科技生活用纸智能装备报告期实现营业收入2.37亿元，同比增长68.01%，占公司营 业总收入的52%。目前，国内生活用纸设备正处于升级优化阶段，对智能化和自动化的造纸设备需求量 增加，提高加工生产线的自动化、智能化及远程可操控性水平，成为国内生活用纸设备行业的发展趋 势。欧克科技作为国内领先的生活用纸智能装 ...

Group 1 - The company expects a significant increase in revenue, with projected operating income of 214.07 million yuan, representing a year-on-year increase of 67.42% to 86.02% [1] - The net profit attributable to shareholders is estimated to be between 68.01 million yuan and 72.69 million yuan, reflecting a year-on-year increase of 51.24% to 61.66% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 62.04 million yuan and 66.73 million yuan, indicating a year-on-year increase of 93.83% to 108.47% [1] Group 2 - The company has communicated with its auditing firm regarding the performance forecast, and there are no discrepancies between the company and the auditors [2] - The increase in performance is attributed to the delivery of previously announced orders, improvements in the performance of household paper intelligent equipment, and increased R&D efforts [2] - The performance forecast is based on preliminary calculations by the company's finance department, with specific financial data to be disclosed later [2]