Group 1: Company Overview and Strategy - Oke Technology's "dual-wheel drive" model refers to its business model of "equipment + materials," emphasizing the importance of both components in its operations [2][3] - The company aims to continuously enrich its product offerings in the downstream industry chain while seeking new growth points in materials [2][3] Group 2: Robotics and Automation - Current main products in robotics include palletizing robots and collaborative robots, with future plans for more flexible robotic arms and complex mechanical actions [3][4] - The company is focusing on the packaging industry for its industrial robots, specifically in unboxing, packing, sealing, and palletizing applications [4] Group 3: Drone Technology - Oke Technology primarily focuses on consumer drones, with plans to develop industrial drones in the future [3] - The company is engaged in R&D for equipment related to inspection and assembly in the drone industry [3] Group 4: Material Production and Subsidiaries - Jiangxi Youze, a subsidiary, specializes in polyimide films, which are widely used in consumer electronics, smart sensors, and the new energy sector due to their high-temperature resistance and flame-retardant properties [3][4] - The collaboration between Oke Technology and Jiangxi Youze is expected to enhance production capabilities and provide competitive advantages over imported equipment [3][4] Group 5: Financial Health and Investment Strategy - The company maintains a robust manufacturing supply chain and is exploring equity cooperation through equipment investment and industrial funds [4] - Oke Technology emphasizes the importance of aligning with practical partners for future investments and acquisitions, focusing on industries that combine equipment and materials [4] Group 6: International Market and Export Growth - The company prioritizes international markets, particularly in the Middle East, Southeast Asia, and Africa, with a strategy of replacing imports with domestic products [4] - Oke Technology has increased its overseas sales efforts and is actively participating in international trade shows [4]
欧克科技(001223) - 欧克科技投资者关系管理信息