Core Insights - The report highlights the significant role of company secretaries (董秘) in connecting investors and listed companies, with a total salary of 4.086 billion yuan for A-share listed company secretaries in 2024, averaging 754,300 yuan per year [1] Salary Overview - The average salary for company secretaries in the machinery and equipment-specialized equipment industry is approximately 635,000 yuan, with the highest salary being 1.8638 million yuan for Jack Co.'s secretary, and the lowest at 115,600 yuan for Huaxi Technology's secretary [1] - In 2024, the average salary increased by 25,200 yuan compared to 2023, representing a 9% rise [3] Age and Education Distribution - The average age of company secretaries is approximately 44.29 years, with the majority (38%) aged between 40-49 years [3] - The educational background of company secretaries includes 5 PhDs, 60 Master's degrees, 77 Bachelor's degrees, and 10 with associate degrees, with average salaries of 748,800 yuan, 713,400 yuan, 579,900 yuan, and 565,200 yuan respectively [5] Compliance and Violations - A total of 12 company secretaries received warnings or public notifications for violations between 2024 and 2025 [7] - Specific cases include: - Wu Ruirui from Lanshi Heavy Industry received 3 warnings, with a salary of 454,600 yuan, due to failure in timely disclosure of project delays [8] - Wang Liming from *ST Xingnong also received 3 warnings, with a salary of 300,400 yuan, for not properly identifying related parties [9] - Gu Baoxing from Lingyun Light received 2 warnings, with a salary of 1.6553 million yuan, for failing to disclose related party transactions [9]

Core Insights - The report highlights the significant role of company secretaries (董秘) in connecting investors and listed companies, with a total salary of 4.086 billion yuan for A-share listed company secretaries in 2024, averaging 754,300 yuan per year [1] Salary Overview - The average salary for company secretaries in the machinery and equipment-specialized equipment industry is approximately 635,000 yuan, with the highest salary being 1.8638 million yuan for Jack Co.'s secretary, and the lowest at 115,600 yuan for Huaxi Technology's secretary [1] - In 2024, the average salary increased by 25,200 yuan compared to 2023, representing a 9% rise [3] Age and Education Distribution - The average age of company secretaries is approximately 44.29 years, with the majority (38%) aged between 40-49 years [3] - The educational background shows 5 PhDs, 60 Master's degrees, 77 Bachelor's degrees, and 10 Associate degrees, with average salaries of 748,800 yuan, 713,400 yuan, 579,900 yuan, and 565,200 yuan respectively [5] Compliance and Violations - A total of 12 company secretaries received warnings or public notifications for violations between 2024-2025 [7] - Specific cases include: - Wu Ruirui from Lanshi Heavy Industry received 3 warnings, with a salary of 454,600 yuan, due to failure in timely disclosure of project delays [8] - Wang Liming from *ST Xingnong also received 3 warnings, earning 300,400 yuan, for not properly identifying related parties [9] - Gu Baoxing from Lingyun Light received 2 warnings, with a salary of 1.6553 million yuan, for failing to disclose related party transactions [9]

Core Viewpoint - Jack Co., Ltd. is a leading company in the sewing equipment industry, focusing on the development, production, and sales of sewing machines and related products, with recent advancements in AI technology [1] Company Overview - As of August 7, 2025, Jack Co., Ltd. reported a stock price of 42.82 yuan, a decrease of 0.56% from the previous trading day [1] - The trading volume for the day was 33,742 lots, with a total transaction amount of 146 million yuan [1] - The company's main products include industrial sewing machines, cutting tables, and fabric laying machines, widely used in the apparel, footwear, and bag industries [1] Technological Advancements - Jack Co., Ltd. has made progress in the application of AI technology, planning to launch a high-end AI intelligent sewing machine in September 2025 [1] - The AI intelligent sewing machine will feature automatic parameter adjustment to accommodate different fabrics and will be equipped with a camera to record standard operating gestures [1] - The company also plans to explore the application of humanoid robots in template machine settings and other areas in the second half of 2026 [1]

Summary of Jack Company Conference Call Company Overview - Jack Company is a leading player in the sewing equipment industry with a market share exceeding 30% as of 2024, maintaining the top global sales position for 14 consecutive years [3][2][27] - The company employs a combination of direct sales and distribution channels, covering a global market with over 8,000 distributors [3][2] Industry Insights - The sewing machine industry is cyclical, with the current cycle bottoming out in 2023 and expected to peak around 2025-2026, although trade war impacts may delay this peak [2][10] - Domestic demand for sewing equipment is more cyclical compared to export markets, influenced by trade tensions [2][12] - Overseas sewing machine demand is closely linked to U.S. apparel consumption, which is currently in a recovery phase with low inventory levels [2][13] Technological Advancements - Jack Company is actively investing in embodied intelligence, embracing AI and humanoid robotics to expand automation applications in sewing equipment, with a potential market size of 600 billion to 800 billion yuan [2][4][6] - The latest product, the AI sewing machine, features a fully oil-free design and integrates AI technology, enhancing efficiency and precision, leading the industry by 1.5 to 2 years [2][24][9] Market Strategy - Jack Company is focusing on product innovation and optimizing overseas strategies to enhance competitiveness in the mid-to-high-end market [2][26] - The company has established strong relationships with overseas distributors and large factories, increasing market share and customer loyalty [2][26][22] Financial Performance and Outlook - The company has shown continuous growth in performance, with a low valuation in the embodied intelligence sector, indicating high potential returns [5][27] - Future prospects are positive, with expectations of improved domestic demand in 2026 and ongoing investments in overseas markets [27][28] Competitive Advantages - Jack Company has a robust marketing network with over 10,000 distributors, allowing it to effectively capture market opportunities [22] - Compared to competitors, Jack focuses on intelligent development rather than just mechanical equipment, providing superior after-sales service and responsiveness [23] Challenges and Opportunities - The textile industry's shift towards automation faces challenges due to the complexity of fabric handling, but humanoid robotics are expected to drive significant advancements [17][18] - The potential for intelligent automation in the textile sector is vast, with estimates suggesting that achieving a 10% penetration rate could yield a market increase of 600 billion to 800 billion yuan [18][6] Conclusion - Jack Company is well-positioned to lead the sewing equipment industry towards automation and intelligent development, with a strong focus on innovation and market expansion strategies [20][28]

Core Insights - Jack Technology Co., Ltd. has evolved from a home sewing equipment manufacturer to a global leader in intelligent garment equipment through technological innovation, patent accumulation, and international acquisitions [2] - The company has accumulated over 3,200 valid patents and software copyrights, and has been the global sales leader in its industry for 14 consecutive years [2] Group 1 - Jack Technology is recognized as a "Manufacturing Industry Champion" by the Ministry of Industry and Information Technology and is designated as a "Future Factory" in Zhejiang Province [2] - The company has achieved a significant transformation from traditional manufacturing to becoming a global intelligent manufacturing giant [2] Group 2 - The headquarters of Jack Technology is located in Taizhou, Zhejiang Province, where various activities such as product testing and international customer engagement take place [4][5][9] - The company employs advanced technologies in its production lines, including automated inspection and precision measurement of components [8][14]

证券代码：603337 证券简称：杰克股份 公告编号：2025-048 杰克科技股份有限公司 关于股份回购进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 二、回购股份的进展情况 根据《上市公司股份回购规则》及《上海证券交易所上市公司自律监管指引 第 7 号——回购股份》的相关规定，上市公司应当在每个月的前 3 个交易日内公 告截至上月末的回购进展情况，现将公司回购股份的进展情况公告如下： 截至 2025 年 7 月 31 日，公司通过集中竞价交易方式已累计回购股份 4,872,678 股，占目前公司总股本的比例为 1.0228%，购买的最高价为 31.94 元/ 股，最低价为 24.60 元/股，已支付的总金额为 131,061,568.56 元（不含交易费用）。 上述回购符合相关法律法规的规定及公司既定的回购股份方案。 三、其他事项 公司将严格按照《上市公司股份回购规则》《上海证券交易所上市公司自律 监管指引第 7 号——回购股份》等相关规定，在回购期限内根据市场情况择机做 出回购决策并予以实施，同 ...

格隆汇8月1日丨杰克股份(603337.SH)公布，截至2025年7月31日，公司通过集中竞价交易方式已累计回 购股份487.27万股，占目前公司总股本的比例为1.0228%，购买的最高价为31.94元/股，最低价为24.60 元/股，已支付的总金额为1.31亿元（不含交易费用）。 ...

金融界消息 截至2025年7月30日收盘，杰克股份（603337）报收于40.36元，下跌5.35%，换手率 1.12%，成交量5.26万手，成交金额2.15亿元。 资金流向方面，今日主力资金净流出1611.91万元，占比成交额7.49%。其中，超大单净流出1394.12万 元、占成交额6.48%，大单净流出217.79万元、占成交额1.01%，中单净流出流出1057.41万元、占成交 额4.92%，小单净流入2669.32万元、占成交额12.41%。 杰克股份最新一期业绩显示，截至2025一季报，公司营业总收入17.93亿元、同比增长10.06%，归属净 利润2.46亿元，同比增长30.76%，扣非净利润2.26亿元，同比增长37.35%，流动比率1.472、速动比率 1.238、资产负债率37.28%。 来源：金融界 天眼查商业履历信息显示，杰克科技股份有限公司，成立于2003年，位于台州市，是一家以从事专用设 备制造业为主的企业。企业注册资本48441.9031万人民币，实缴资本48441.9万人民币。公司法定代表人 为阮积祥。 通过天眼查大数据分析，杰克科技股份有限公司共对外投资了23家企业，参与招投 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002490 | 山东墨龙 | 6.13 | 10.05% | 132.86万 | | 7.82亿 | | 600302 | 标准股份 | 7.03 | 10.02% | 38.84万 | | 2.70亿 | | 600579 | 中化装备 | 10.12 | 10.00% | < 3.19万 | | 3224.23万 | | 002837 | 英维克 | 36.55 | 9.99% | 78.94万 | | 28.59亿 | | 300281 | 金明精机 | 8.02 | 5.39% | 44.45万 | | 3.52亿 | | 002278 | 神开股份 | 10.12 | 4.76% | 95.98万 | | 9.58亿 | | 300195 | 长荣股份 | 8.32 | 4.65% | 53.61万 | | 4.37亿 | | 301392 | 汇成真空 | 166.29 | 3.93% | 3.55万 | | 5.76 ...

Investment Rating - The report maintains a positive investment rating for the industry, particularly focusing on companies leading in the unmanned textile sector, such as Jack Co., Ltd [5]. Core Insights - The report highlights the feasibility of unmanned textile and apparel industries due to labor shortages and high labor costs in traditional textile manufacturing. In 2023, direct labor costs accounted for over 5% of the cost structure in China's textile industry, making it the second-largest cost component [1][10]. - The report emphasizes that the sewing process, which constitutes about 90% of the workforce in textile manufacturing, is suitable for automation. Jack Co., Ltd has already begun developing high-end AI sewing machines and humanoid robots, with plans to launch these products by 2025 and 2026 respectively [1][36]. - The potential market for humanoid robots in the textile sector is projected to grow significantly, with estimates of 600,000 units by 2028, 1.1 million by 2030, and 2.6 million by 2035. The market size is expected to reach 894 billion yuan by 2040 [2][54]. Summary by Sections 1. Unmanned Textile and Apparel - The textile industry faces significant challenges, including labor shortages and rising costs, which have led to a shift towards automation and robotics [10][11]. - The traditional textile manufacturing process is divided into three main stages: cutting, sewing, and finishing, with sewing being the most labor-intensive [17][27]. 2. Humanoid Robot Estimation in Textile Sector - The report outlines the assumptions and calculations for the humanoid robot market, estimating that the number of easily replaceable sewing workers is around 37.5 million, with a projected sales penetration rate for robots increasing from 0.1% in 2028 to 16% by 2040 [47][50]. - The estimated market size for humanoid robots in the textile sector is projected to be 894 billion yuan by 2040, with significant cost savings from reduced labor expenses [53][54]. 3. Embodied Intelligence Implementation - The report discusses the necessity of embodied intelligence systems to overcome current automation limitations in the textile industry, emphasizing the need for advanced perception and adaptability in robotic systems [46][55]. - Companies like Jack Co., Ltd are actively integrating AI and robotics to enhance automation in textile manufacturing, with significant advancements expected in the coming years [36][44].