公司公告汇总 关于新增募集资金专户并签订募集资金三方监管协议的公告 欧克科技股份有限公司经证监会核准首次公开发行股票，募集资金净额101,106.29万元。为规范募集资 金管理，公司新增在中国邮政储蓄银行股份有限公司修水县支行开立两个募集资金专户，分别用于"生 活用纸智能装备生产建设项目"和"技术研发中心建设项目"。公司已与该银行及国投证券签署《募集资 金三方监管协议》，并对专户的使用、监管、信息披露等作出规定。协议自签署之日起生效，至专户资 金全部支出完毕并销户且督导期结束后失效。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 截至2025年12月31日收盘，欧克科技（001223）报收于48.58元，较上周的47.85元上涨1.53%。本周， 欧克科技12月31日盘中最高价报49.1元。12月29日盘中最低价报45.67元。欧克科技当前最新总市值 45.35亿元，在自动化设备板块市值排名57/78，在两市A股市值排名3610/5181。 本周关注点 公司公告汇总：欧克科技新增募集资金专户，用于生活用纸智能装备项目和技术研发中心 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：001223 证券简称：欧克科技 公告编号：2025-057 欧克科技股份有限公司 关于新增募集资金专户并签订募集资金三方监管协议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、募集资金的情况 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，欧克科技股份有限公司（以下简称"公司"）首次公开发行股票并在深圳证券交 易所上市，公司公开发行人民币普通股（A股）1,668万股，每股发行价格为人民币65.58元，本次发行 募集资金总额为109,387.44万元，扣除发行费用8,281.15万元，募集资金净额为101,106.29万元。天健会 计师事务所（特殊普通合伙）已于2022年12月8日对公司首次公开发行股票的资金到位情况进行了审 验，并出具了"天健验[2022]2-41号"《验资报告》。 二、《募集资金三方监管协议》的签订情况和募集资金专户的开立情况 为规范公司募集资金管理，保护投资者权益，根据《中华人民共和国证券法》《深 ...

Group 1 - The core stock price of Oke Technology (001223) closed at 48.5 yuan on December 30, 2025, with an increase of 2.26% and a turnover rate of 1.17% [1] - The trading volume was 11,000 shares, with a total transaction amount of 52.77 million yuan [1] - On the same day, the net inflow of main funds was 7.88 million yuan, indicating increased short-term interest from major investors [2] Group 2 - Oke Technology announced the establishment of two new fundraising accounts at China Postal Savings Bank for the "Intelligent Equipment Production Project for Household Paper" and the "Technology Research and Development Center Construction Project" [1] - The company signed a tripartite supervision agreement with the bank and Guotou Securities regarding the management of the raised funds [1] - The agreement will be effective from the date of signing until the funds in the accounts are fully utilized and the supervisory period ends [1]

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 - Oke Technology, a leading provider of intelligent equipment for household paper, has shown strong performance in the industry, with plans for expansion into new markets and product lines, indicating potential for future growth [6]. Company Overview - Oke Technology was established on August 23, 2011, and went public on December 12, 2022, on the Shenzhen Stock Exchange. The company is headquartered in Jiujiang, Jiangxi Province and specializes in the research, production, sales, and service of intelligent equipment for household paper manufacturing [1]. - The company operates in the mechanical equipment sector, specifically in automation equipment, and is recognized for its comprehensive solutions in the production and packaging of household paper [1]. Financial Performance - For Q3 2025, Oke Technology reported a revenue of 737 million yuan, ranking 8th among 25 companies in the industry. The top competitor, Bozhong Precision, achieved 3.653 billion yuan in revenue, while the industry average was 726 million yuan [2]. - The company's net profit for the same period was 95.96 million yuan, placing it 5th in the industry. The leading company, Yihua, reported a net profit of 417 million yuan [2]. Financial Ratios - Oke Technology's debt-to-asset ratio stood at 22.25% in Q3 2025, significantly lower than the industry average of 35.98%. This indicates a strong capacity to meet its financial obligations [3]. - The gross profit margin for the company was 31.29%, slightly above the industry average of 33.21%, although it decreased from 35.68% in the previous year [3]. Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 3.08% to 6,710. The average number of circulating A-shares held per shareholder increased by 3.17% to 3,480.18 [5]. Business Highlights - Oke Technology is expanding its product offerings and market reach, with successful order deliveries in household paper equipment and rapid growth in film packaging materials. The company plans to launch new products in the second half of the year [6]. - The company is also venturing into emerging sectors such as PI films, industrial robots, and drones, with government funding expected to support these initiatives [6]. - Revenue projections for Oke Technology from 2025 to 2027 are 1.264 billion, 1.585 billion, and 1.906 billion yuan, respectively, indicating significant growth potential [6].

Core Viewpoint - Oke Technology reported significant growth in revenue and net profit for the first three quarters of 2025, indicating strong operational performance and market demand for its products [1][2]. Financial Performance - The company's revenue for the first three quarters reached 737 million yuan, a year-on-year increase of 128.50% [1]. - The net profit attributable to shareholders was 91.96 million yuan, up 57.73% year-on-year [1]. - The non-recurring net profit was 85.01 million yuan, reflecting a 90.34% increase compared to the previous year [1]. - Basic earnings per share stood at 0.99 yuan [1]. Key Financial Ratios - The weighted average return on equity was 4.82% [2]. - As of October 30, the price-to-earnings ratio (TTM) was approximately 92.93 times, the price-to-book ratio (LF) was about 2.82 times, and the price-to-sales ratio (TTM) was around 8.03 times [2]. Quarterly Metrics - In Q3 2025, the gross margin was 31.70%, a decrease of 1.22 percentage points year-on-year but an increase of 5.10 percentage points quarter-on-quarter [2]. - The net profit margin was 8.05%, down 4.25 percentage points from the same period last year and down 4.26 percentage points from the previous quarter [2]. - Total operating expenses for the quarter were 87.78 million yuan, an increase of 32.07 million yuan year-on-year, with an expense ratio of 11.91%, down 5.36 percentage points year-on-year [2]. Shareholder Information - As of the end of Q3 2025, the total number of shareholders was 6,710, a decrease of 213 from the end of the previous half-year, representing a decline of 3.08% [2]. - The average market value held per shareholder increased from 606,000 yuan at the end of the previous half-year to 709,300 yuan, a growth of 17.04% [2]. Company Overview - Oke Technology, established on August 23, 2011, and listed on December 12, 2022, is located in Xiushui County, Jiujiang City, Jiangxi Province [3]. - The company specializes in the research, production, and sales of intelligent equipment for household paper, providing comprehensive solutions for manufacturing, processing, and packaging [3]. - The main revenue sources are 52.00% from intelligent equipment for household paper, 46.49% from film materials, and 1.51% from other sources [3]. - The company is classified under the machinery and equipment sector, specifically in automation equipment [3].

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]

Core Viewpoint - Ok Technology's stock price increased by 5.37% on August 11, reaching 47.88 CNY per share, with a market capitalization of 4.47 billion CNY, indicating strong market interest and performance [1]. Company Overview - Ok Technology Co., Ltd. is located in Xiushui County, Jiujiang City, Jiangxi Province, primarily engaged in the research, production, sales, and service of intelligent equipment for household paper [1]. - The company provides fully automated intelligent equipment and comprehensive solutions, showcasing its technological capabilities [1]. - Ok Technology has been recognized as a "Little Giant" enterprise by the Ministry of Industry and Information Technology, indicating its specialized and innovative status in the industry [1]. Financial Performance - For the period from January to March 2025, Ok Technology achieved a revenue of 199 million CNY, representing a year-on-year growth of 58.90% [2]. - The net profit attributable to shareholders for the same period was approximately 40.53 million CNY, reflecting a year-on-year increase of 25.61% [2]. - As of March 31, the company had 5,236 shareholders, with an average of 3,185 tradable shares per shareholder, indicating a relatively broad shareholder base [2]. Industry Relationships - Ok Technology has established stable and friendly partnerships with leading companies in the household paper sector, including Jin Hongye, Hengan Group, Zhongshun Jierou, and Vinda Group, which enhances its market position and collaboration opportunities [1].

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]