证券代码：603337 证券简称：杰克股份 公告编号：2025-010 关于举办投资者接待日活动的公告 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： 会议召开时间：2025 年 4 月 15 日（星期二）10:00-12:30 会议召开地点：杰克科技股份有限公司（浙江省台州市椒江区三甲东海 大道东段 1008 号） 会议召开方式：现场召开 为进一步提高公司治理水平，加强投资者关系管理，增进公司与广大投资者 的沟通和交流，杰克科技股份有限公司（以下简称"公司"）定于 2025 年 4 月 15 日举办投资者接待日活动。现将有关事项公告如下： 一、活动召开的时间、地点及方式 杰克科技股份有限公司 方式二：邮箱预约。 会议召开时间：2025 年 4 月 15 日（星期二）10:00-12:30 会议召开地点：杰克科技股份有限公司（浙江省台州市椒江区三甲东海大道 东段 1008 号） 会议召开方式：现场召开 二、参加人员 出席本次活动的人员有：公司轮值执行总裁邱杨友先生，副董事长、副总裁 兼董事会秘书谢云娇女士，董事 ...

证券代码：603337 证券简称：杰克股份 公告编号：2025-009 杰克科技股份有限公司 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： | 回购方案首次披露日 | 2024/10/29 | | --- | --- | | 回购方案实施期限 | 待股东大会审议通过后 12 个月 | | 预计回购金额 | 5,000 万元~10,000 万元 | | 回购价格上限 | 37 元/股 | | 回购用途 | √减少注册资本 □为维护公司价值及股东权益 | | 实际回购股数 | 万股 335.10 | | 实际回购股数占总股本比例 | 0.69% | | 实际回购金额 | 万元 9,999.80 | | 实际回购价格区间 | 28.40 元/股~31.89 元/股 | 一、 回购审批情况和回购方案内容 杰克科技股份有限公司（以下简称"公司"）于 2024 年 10 月 28 日、2024 年 11 月 13 日召开第六届董事会第十八次会议、2024 年第二次临时股东大会，审议 通过了《关于 2024 年第二期以集中 ...

证券代码：603337 证券简称：杰克股份 公告编号：2025-008 杰克科技股份有限公司 股东集中竞价减持股份计划公告 本公司董事会、全体董事及相关股东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： 股东持股的基本情况 截至本公告披露日，杰克科技股份有限公司（以下简称"公司"）股东赵新 庆先生持有公司股份 1,359,534 股，占公司总股本的 0.2814%；股东车建波先生 持有公司股份 550,700 股，占公司总股本的 0.1140%。 集中竞价减持计划的主要内容 因个人资金需求，股东赵新庆先生、车建波先生计划自本公告披露之日起 15 个交易日后的 3 个月内通过集中竞价交易方式合计减持公司股份不超过 1,631,684 股，即减持比例不超过公司总股本的 0.3378%。在减持计划实施期间， 若公司发生送红股、增发新股或配股、转增股本、股份回购等事项导致股东持股 数量或公司股份总数发生变更的，减持股份数量及股份比例进行相应的调整。 | 股东名称 | 股东身份 | 持股数量 | 持股比例 | 当前持股股份来源 | | --- ...

证券研究报告|机械设备 [Table_Title] 工业缝纫机械龙头，积极布局智能成套探索 第二成长曲线 [Table_StockName] ——杰克股份（603337）首次覆盖 [Table_ReportDate] [Table_Summary] 报告关键要素: 工业缝纫机行业历经周期性调整后，当前行业正处于向上周期，杰克股 份作为工业缝纫机龙头从中受益，2024 年营收拐点已现，盈利能力持 续提升。公司传统业务优势稳固，接续推出高毛利爆品，精准把握客户 的核心需求和痛点，工业缝纫机产品的国内市场份额呈上升趋势。此外， 公司针对下游纺织服装行业智能化发展趋势，积极推出成套智联解决方 案，打造公司第二成长曲线。 投资要点: ⚫ 工业缝纫机行业历经周期性调整后，行情持续回温。我国工业缝纫机行 业发展历史悠久，目前已成为全球最大的生产国。工业缝纫机为典型的 周期性赛道，一般 3-4 年经历一轮周期，2013/2017/2021 年工业缝纫 机产量同比增速均为小峰值，2021 年行业处于周期性高点，2022-2023 年，在全球经济增长放缓、地缘冲突加剧、通胀保持粘性、货币持续收 紧的背景下，全球制造业景气度较为低 ...

Investment Rating - The report gives a "Buy" rating for Jack Co., Ltd. (杰克股份) with a target price of 38.41 CNY per share, corresponding to a 2024 PE of 23X [4][12]. Core Views - The industrial sewing machine industry is currently in an upward cycle after experiencing periodic adjustments, with Jack Co., Ltd. benefiting as a leading player in the sector. The revenue inflection point is expected in 2024, with continuous improvement in profitability [2][12]. - The company maintains a strong advantage in traditional business while actively launching high-margin products to meet core customer needs. The domestic market share for industrial sewing machines is on the rise [3][11]. - Jack Co., Ltd. is also exploring smart integrated solutions in response to the intelligent development trend in the downstream textile and apparel industry, aiming to create a second growth curve [2][11]. Summary by Sections Industry Overview - The industrial sewing machine industry has undergone cyclical adjustments and is now experiencing a recovery. China has become the world's largest producer of industrial sewing machines, with a typical cycle of 3-4 years. The industry faced a downturn in 2022-2023 due to global economic slowdowns and geopolitical tensions, with production dropping over 40% from the 2021 peak [2][19]. - In 2024, the domestic textile and apparel market is showing signs of improvement, which is expected to drive demand for sewing machines significantly in the second half of the year [2][19][20]. Company Profile - Jack Co., Ltd. is a leading player in the domestic industrial sewing machine market, with over 85% of its revenue coming from this core business. The company has diversified its product line through strategic acquisitions and has expanded its international presence [3][39]. - The company’s revenue is projected to recover, with a forecasted increase in net profit from 538.43 million CNY in 2023 to 1.20 billion CNY by 2026, reflecting a compound annual growth rate (CAGR) of 7.45% from 2021 to 2023 [3][12]. Financial Performance - The company’s revenue for 2024 is expected to reach approximately 6.09 billion CNY, with a growth rate of 15.13% compared to 2023. The net profit is projected to grow by 50.03% to 807.81 million CNY in 2024 [3][12]. - The company has maintained a stable expense ratio while improving its gross margin, primarily driven by the profitability of its overseas business [10][12]. Product Strategy - Jack Co., Ltd. has a comprehensive product range that includes pre-sewing, sewing, and post-sewing equipment, with a focus on high-margin products. The company has launched flagship products like the "Fast Response King" flat sewing machine and the "Overlock King" overlock machine to capture market demand [11][40]. - The company is also investing in smart integrated solutions, including intelligent cutting and logistics systems, to enhance its competitive edge in the digital transformation of the industry [11][12].

证券代码：603337 证券简称：杰克股份 公告编号：2025-007 杰克科技股份有限公司 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： 2025 年 2 月，公司通过上海证券交易所交易系统以集中竞价交易方式已累计 回购股份 748,800 股，占公司总股本的比例为 0.1550%，购买的最高价为 31.89 元 /股，最低价为 31.08 元/股，已支付的总金额为 23,589,557 元（不含交易费用）。 截至 2025 年 2 月 28 日，公司通过上海证券交易所交易系统以集中竞价交易 方式已累计回购股份 2,556,500 股，占公司总股本的比例为 0.5292%，购买的最高 价为 31.89 元/股，最低价为 28.40 元/股，已支付的总金额为 75,759,515 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。 关于以集中竞价交易方式回购公司股份的进展公告 本公司董事会及全体董事保证本公告内容不存 ...

关于控股股东股权结构变动的提示性公告 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： 杰克科技股份有限公司（以下简称"公司"）控股股东台州市杰克商贸 有限公司（以下简称"杰克商贸"）本次股权结构变动，系公司实际控制人之一 阮积明先生向其女阮玲倩女士转让其持有的杰克商贸 22.50%的股权。本次转让 属于控股股东的股权结构变动，不涉及通过证券交易所的证券交易买卖公司股票 的行为，公司控股股东、实际控制人及其一致行动人合计持有的公司股份数量、 持股比例及表决权均未发生变化。 证券代码：603337 证券简称：杰克股份 公告编号：2025-006 杰克科技股份有限公司 本次杰克商贸股权结构变动前，控制关系情况如下图所示： 本次杰克商贸股权结构变动后，控制关系情况如下图所示： 本次杰克商贸股权结构变动后，公司控股股东杰克商贸及其一致行动人 LAKE VILLAGE LIMITED、胡彩芳女士、阮积祥先生、阮福德先生、阮积明先 生、阮玲倩女士、阮婷婷女士合计持有公司股份比例未发生变化。 二、本次控股股东股权结构变动对公司 ...

重要内容提示： | 回购方案首次披露日 | 2024/10/29 | | --- | --- | | 回购方案实施期限 | 待股东大会审议通过后 12 个月 | | 预计回购金额 | 万元~10,000 万元 5,000 | | 回购用途 | √减少注册资本 □用于员工持股计划或股权激励 □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 股 1,807,700 | | 累计已回购股数占总股本比例 | 0.3742% | | 累计已回购金额 | 52,169,958 元 | | 实际回购价格区间 | 28.40 元/股~30.35 元/股 | 一、 回购股份的基本情况 证券代码：603337 证券简称：杰克股份 公告编号：2025-005 杰克科技股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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。 杰克科技股份有限公司（以下简称"公司"）于 2024 年 10 月 28 日、2024 年 11 月 13 日召开第六届董事会第十八次会议 ...

Investment Rating - The report maintains a "Buy" rating for the company with a target price of 40.80 RMB [7][8]. Core Views - The company is expected to achieve a net profit attributable to shareholders of 760 to 860 million RMB in 2024, representing a year-on-year increase of 41% to 60%, with a median estimate of 810 million RMB, which aligns with expectations [1]. - The company is capitalizing on the slow recovery in the industry and is focusing on product upgrades through its "Double King" marketing strategy, leading to rapid growth in performance [1]. - The report anticipates that the company's overseas business will gain momentum in 2025, alongside continuous product upgrades [1]. Summary by Sections Performance Forecast - The company is projected to have revenues of 6.617 billion RMB in 2024, with a growth rate of approximately 25% compared to the previous year [6]. - The net profit attributable to shareholders is expected to be 803.88 million RMB in 2024, reflecting a growth of 49.3% [6]. - The earnings per share (EPS) is forecasted to be 1.66 RMB in 2024, increasing to 2.40 RMB in 2025 [6]. Market Outlook - The domestic market for sewing machines is expected to see total sales of approximately 7.2 million units in 2024, slightly below the average of the past six years [4]. - The report highlights a moderate recovery in overseas garment manufacturing, with Vietnam's textile exports increasing by 19% year-on-year in Q4 2024 [2]. - The company successfully held a dealer conference in Sri Lanka, emphasizing its strategy to build a "product army and marketing army" to boost sales in India, targeting 100 million USD in sales by 2025 [4]. Valuation Metrics - The report maintains previous profit forecasts, estimating net profits of 8.0 billion, 11.6 billion, and 12.8 billion RMB for 2024, 2025, and 2026, respectively [5]. - The company is valued at a price-to-earnings (PE) ratio of 17 times for 2025, with a target price adjustment from 43.2 RMB to 40.8 RMB [5]. - The report indicates that the company's PE ratio is expected to decrease from 18.26 in 2024 to 12.67 in 2025, reflecting improved profitability [6].

Investment Rating - The report maintains a "Buy" rating for the company, considering its industry leadership, improving industry conditions, and promising overseas growth prospects [4]. Core Insights - The company is expected to achieve a net profit attributable to shareholders of between 760 million to 860 million RMB in 2024, representing a year-on-year growth of 41.15% to 59.72% [1]. - The company has significantly reduced its SKU count from over 10,000 to around 1,000, with plans to further reduce it to between 300 and 500, which is expected to enhance product quality and profitability [2]. - The company is well-positioned for continued growth in overseas markets, with a notable increase in exports, which reached 15.992 billion RMB in 2023, up 15.8% year-on-year [3]. Summary by Sections Performance Review - The company forecasts a net profit of 1.41 to 2.41 billion RMB for Q4 2024, with a year-on-year growth of 11.9% to 91.27% [1]. Operational Analysis - The company is benefiting from a cyclical recovery in the industrial sewing machine industry, with both domestic and international markets entering an upward cycle [2]. - The introduction of new products, particularly the "Double King" series, is driving product structure upgrades and contributing to high performance growth [2]. Profit Forecast and Valuation - The adjusted profit forecast for 2024 to 2026 is 813 million, 998 million, and 1.219 billion RMB, respectively, with corresponding P/E ratios of 18X, 15X, and 12X [4].