Core Insights - Ok Technology Co., Ltd. reported a significant increase in revenue and net profit for the first half of 2025, with operating income reaching 455 million yuan, a year-on-year growth of 112.65%, and a net profit attributable to shareholders of 69.09 million yuan, up 53.65% [1] Business Performance - The company's core business includes the research, production, sales, and service of intelligent equipment for household paper and film materials, focusing on providing fully automated intelligent equipment and comprehensive solutions [2] - The intelligent equipment for household paper generated revenue of 237 million yuan in the first half of the year, reflecting a year-on-year increase of 68.01% [4] - The film materials segment saw a remarkable revenue growth of 332.81%, achieving 212 million yuan in the same period, driven by the development of various film production lines [5] Market Trends - There is a growing demand for high-end household paper and intelligent production equipment due to consumption upgrades and improved living standards, with downstream companies typically undergoing a rigorous supplier evaluation process lasting 6 to 18 months [3] Strategic Development - Ok Technology aims to leverage its strong R&D capabilities and industry experience to create a comprehensive "equipment + service" solution system, providing full-process support from factory design to operational launch [6]