Group 1: Company Overview and Investment Initiatives - Oke Technology has established a 1.5 billion RMB smart manufacturing fund in collaboration with the governments of Jiujiang City and Xiushui County, focusing on high-end equipment manufacturing investments [1] - The joint venture with Jiuliang Co. will plan future investment directions based on industry trends [1] Group 2: Business Performance and Projections - The palletizing robot segment is closely integrated with Oke Technology's main business in household paper, enhancing production efficiency [2] - In Q1 2025, the company received orders worth 310 million RMB for the newly launched bottom-drawing tissue production line, indicating strong market response [3] - The company anticipates continued growth in domestic and international markets due to low per capita consumption of household paper in China compared to 20-30 kg in Europe and the U.S. [3] Group 3: Product Development and Market Demand - The newly developed bottom-drawing tissue product has significantly boosted equipment orders, reflecting strong market demand [4] - Oke Technology is also preparing new products in the wet tissue sector to meet domestic and international quality upgrade demands [4] Group 4: Capacity and Resource Management - The company is expanding its capacity by hiring more technical staff and increasing production equipment while also considering external partnerships for resource optimization [5] - The integration of "equipment + materials" core model will help meet the growing demand for household paper and new energy equipment orders [5] Group 5: Emerging Business Ventures - The drone business, Guangzhou Zhaorun, has shown positive market feedback with an initial investment of 5 million RMB, aiming for growth driven by favorable national policies for cross-border e-commerce [6] - The government fund is nearing the investment phase, with the first phase of projects set to commence shortly [7]
欧克科技(001223) - 001223欧克科技投资者关系管理信息20250515