Core Viewpoint - Jack Technology's stock has experienced fluctuations, with a year-to-date increase of 53.01% but a recent decline in the last five trading days by 4.60% [1] Company Overview - Jack Technology, established on August 27, 2003, and listed on January 19, 2017, is located in Taizhou, Zhejiang Province. The company specializes in the research, production, and sales of industrial sewing machinery, including industrial sewing machines, cutting tables, and fabric laying machines [1] - The main revenue composition includes: intelligent industrial sewing machines (86.87%), intelligent cutting tables and fabric laying machines (10.21%), automatic sewing equipment for shirts and jeans (2.71%), and other (0.21%) [1] Financial Performance - For the first half of 2025, Jack Technology achieved operating revenue of 3.373 billion yuan, a year-on-year increase of 4.27%, and a net profit attributable to shareholders of 477 million yuan, up 14.57% year-on-year [2] - Since its A-share listing, the company has distributed a total of 1.402 billion yuan in dividends, with 752 million yuan distributed in the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 13.42% to 10,000, with an average of 46,995 circulating shares per person, a decrease of 12.19% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 15.5558 million shares, an increase of 1.6101 million shares from the previous period. Meanwhile, Guangfa Steady Growth Mixed A has reduced its holdings by 1.95 million shares [3]

Group 1: Key Recommendations - The report emphasizes a shift towards quality over quantity, which is driving a recovery in industrial enterprise profits, with a notable increase in profit growth in August 2025 [5][7][10] - The report highlights that the cumulative profit of industrial enterprises from January to August 2025 has increased by 0.9% year-on-year, reversing a previous decline of 1.7% [9][10] - The report suggests that the improvement in revenue profit margins is a significant contributor to the profit growth, with August 2025 showing a profit margin increase to 17.53%, marking a substantial recovery [11][12] Group 2: Company Analysis - Jack Technology (杰克科技) - Jack Technology has launched a new AI-powered sewing equipment brand, Aitu, which aims to enhance sewing efficiency through deep learning and data integration [15][16] - The company is transitioning from traditional single-machine operations to a more integrated digital and automated production model, with plans to introduce humanoid robots by 2026 [16][17] - Jack Technology's overseas revenue reached 1.785 billion yuan in the first half of 2025, accounting for 52.93% of total revenue, indicating a strong global market presence [17] Group 3: Industry Insights - The report notes that the industrial sector is experiencing a recovery, with significant profit growth in the midstream raw material manufacturing sector, which saw a profit increase of 68.1% in August 2025 [12][14] - The report indicates that the overall electricity consumption in society increased by 5.0% year-on-year, contributing to a 51.2% profit growth in the public utility sector [12][13] - The report outlines that the chemical and non-ferrous metal industries are expected to see average annual growth rates of over 5% from 2025 to 2026, supported by government initiatives [20][21]

格隆汇9月28日｜东海证券日前研报指出，AI赋能缝纫设备，新品牌艾图正式亮相。2025年9月23日， 杰克科技在上海发布了AI服装制造设备品牌Aitu艾图。艾图Ai10缝纫机瞄准高端市场，搭载深度人工智 能模型，在整合人机操作经验与面料品类配置数据的基础上，通过动作采集、面料适应、AI辅导等功 能，进一步提升缝纫效率。行业数据资源是训练AI模型的重要基础，杰克科技历经多年积累了广泛的 客户群体，AI缝纫机技术是其进行大量放样测试、联合多家客户共同创新的成果。杰克科技作为缝制 设备行业的领军企业，正通过AI技术创新和全球化布局迎来新的发展阶段。新品牌艾图推出的AI缝纫 机代表了行业技术发展的前沿方向，有望强化市场优势地位。首次覆盖，给予"买入"评级。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603337 证券简称：杰克科技 公告编号：2025-059 杰克科技股份有限公司 关于召开2025年半年度业绩说明会的公告 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： ● 投资者可于2025年9月30日 （星期二） 至10月14日 （星期二）16:00前登录上证路演中心网站首页点 击"提问预征集"栏目或通过公司邮箱IR@chinajack.com进行提问。公司将在说明会上对投资者普遍关注 的问题进行回答。 杰克科技股份有限公司（以下简称"公司"）已于2025年8月28日发布公司2025年半年度报告，为便于广 大投资者更全面深入地了解公司2025年半年度经营成果、财务状况，公司计划于2025年10月15日 （星 期三） 13:00-14:00举行2025年半年度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 五、联系人及咨询办法 ● 会议召开时间：2025年10月15日 （星期三） 13:00-14:00 ● 会议召开地点：上海证券交易所 ...

Investment Rating - The report gives a "Buy" rating for the company, marking its first coverage in this regard [3]. Core Viewpoints - The company is positioned as a leader in the sewing equipment industry, leveraging AI technology and global expansion to enter a new development phase. The launch of the AI sewing machine brand Aitu represents a cutting-edge direction in industry technology, which is expected to strengthen its market position [3][25]. - The trend of "small batch quick response" in the garment manufacturing industry necessitates digital management and intelligent equipment, driving the transformation of production models and the update of production lines [1][15]. - The company has established a global marketing network, achieving overseas revenue of 1.785 billion yuan in the first half of 2025, accounting for 52.93% of total revenue, surpassing domestic revenue [3][23]. Summary by Sections 1. Business Situation - The company has evolved into a leading enterprise in the sewing equipment industry, transitioning from a traditional equipment manufacturer to a provider of intelligent manufacturing solutions. It plans to release humanoid robots in late 2026, integrating robotics and automation technology into customer scenarios [7][22]. 2. Industry Overview - The digital transformation in the textile industry is expected to drive equipment upgrades, with fixed asset investment in the textile and apparel sector increasing by 20.1% year-on-year from January to August 2025 [16]. The sewing machinery industry has seen a 32.5% year-on-year increase in export delivery value in the first half of 2025 [16]. 3. Company Outlook - The company is committed to product innovation, with plans to enhance the intelligent level of industrial sewing machines. It has established a robust R&D framework, with a goal to increase R&D expenditure to 10% of sales in the next 3-5 years [21][22]. The introduction of AI sewing machines is anticipated to create new growth points [25]. 4. Profit Forecast and Valuation - The company is projected to achieve revenues of 6.606 billion yuan, 7.529 billion yuan, and 8.288 billion yuan for the years 2025, 2026, and 2027, respectively. Corresponding net profits are expected to be 956 million yuan, 1.110 billion yuan, and 1.303 billion yuan [2][25]. The report indicates a favorable valuation with a projected PE ratio of 23.96 for 2025 [3][28].

杰克科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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。 证券代码：603337 证券简称：杰克科技 公告编号：2025-059 重要内容提示： 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 9 月 30 日（星期二）至 10 月 14 日（星期二）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 IR@chinajack.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行 回答。 杰克科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 28 日发布公 司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度 经营成果、财务状况，公司计划于 2025 年 10 月 15 日 （星期三） 13:00-14:00 举行 2025 ...

当被问及为何选择来河南投资时，阮福德表示，产业的蓬勃发展离不开人才的坚实支撑，而河南拥有庞 大的人口基数和丰富的人才资源。 据阮福德介绍，他们公司计划在商丘市投资建设杰克服装机械智能装备制造项目。该项目位于商丘市睢 阳高新技术产业开发区，总投资10亿元，占地面积约220亩，一期规划建设面积约7万平方米（约105 亩）。项目将打造一个集服装自动化设备及配套设施组装、加工、生产于一体的现代化生产中心，主要 生产自动裁剪机、自动铺布机、自动模板机等服装生产设备。 "该项目的落地，将标志着企业进一步推动了在中西部打造服装数字化工厂上的建设进程。"阮福德表 示，预计两年后该项目将正式投产。投产后将带动就业500余人，年纳税约500万元以上。 据阮福德介绍，杰克科技总公司坐落于浙江，始创于1995年，聚焦智能服装装备产业30年，是全球智能 缝制设备行业中唯一一家集PDM、APS、MES、WMS、人工智能融合一体的智能制造软件系统，以及 服装面辅料智能仓储、智能裁剪、AI排产吊挂、智能缝纫、智能分拣、数字化成品仓储等软硬件为一 体的智能化服装成套装备服务商。业务覆盖全球170多个国家的服装、鞋帽、箱包、家居、皮革、汽 车、 ...

杰克公司自 2021 年以来发生了深刻内生变化，从技术上已成为行业重 要引领者，2024 年连续三个季度盈利超预期，并引领智能成套系统和 快返王等产业趋势。 Q&A 杰克科技 20250924 摘要 捷克爱图 AI 缝纫机通过多电机数字送料、突破性机头设计和 AI 视觉系 统，解决了缝纫行业招工难和去技能化的问题，尤其是在处理极端面料 时表现出显著优势。 爱图缝纫机在无油设计和低温运行方面具有创新优势，通过同步带传动 路径实现自润滑，有效降低油污和温度，从而提高产品质量和生产效率。 爱图通过视觉模组实现 1 秒参数切换，大幅提升调试效率，降低维护成 本，并具备记录工人手势数据的功能，有助于提高工人技能水平。 爱图 AI 缝纫机定价为 FOB 950 美元，对标高端市场，尽管价格较高， 但由于能显著提高效率和节省人工成本，因此受到客户认可。 未来缝纫机市场在海外可能增长更快，因为海外大型工厂数量多，且更 倾向于采用系统化解决方案，这为捷克爱图带来显著销量提升机会。 杰克公司通过经济账展示其产品价值，包括调机、员工提效和产效提效 三个方面，总体上能为客户带来约 3,000 美元价值，而定价在 1,000 美 元以 ...

Core Insights - Aitu, a brand under Jack Technology, aims to revolutionize the garment manufacturing industry through AI integration, breaking the long-standing dominance of German and Japanese companies in high-end garment manufacturing equipment [1][3] - The brand's innovative AI technology has garnered international recognition, marking a shift for Chinese enterprises from "catching up" to "leading" in this niche [3][4] Technology and Innovation - Aitu has invested over 100 million yuan in R&D, assembling a team of over 300 top global AI experts and collaborating with prestigious universities to create a robust AI-driven product technology system [3][4] - The introduction of the Ai10 device is expected to enhance machine adjustment efficiency by 80%, reduce technician training time by 60%, and improve individual worker productivity by 8% to 15% [4][5] Market Positioning and Strategy - Aitu's brand name pays homage to Alan Turing, with a mission focused on empowering industry value through intelligent manufacturing [5] - The design of Aitu's products addresses dual needs of cost reduction and talent retention, which is crucial for maintaining production efficiency and quality [5][6] Commercialization and Market Penetration - Aitu has established partnerships with leading garment companies and solidified its global supply chain and sales channels, leveraging Jack Technology's existing market presence in over 150 countries [6] - The simultaneous launch of the S90 PRO by Jack Technology complements Aitu's offerings, creating a comprehensive "AI sewing + intelligent cutting" product ecosystem [6]

Core Viewpoint - Jack Technology Co., Ltd. launched the Aitu brand, focusing on AI integration in the garment manufacturing industry, showcasing significant technological breakthroughs in sewing machines [1][3]. Group 1: Aitu Brand Launch - The Aitu brand aims to provide innovative solutions for the global garment manufacturing industry, emphasizing the concept of "AI reinventing sewing machines" [1]. - Aitu's president demonstrated an AI robot capable of fabric sewing, highlighting advancements in "unmanned sewing" technology [1]. - Aitu received the "2025 IFA AI Product Innovation Gold Award" at the IFA in Berlin, indicating a shift in the garment manufacturing landscape traditionally dominated by German and Japanese brands [1]. Group 2: AI Equipment and Innovations - The newly introduced Ai10 equipment can enhance machine adjustment efficiency by 80% and reduce training time by 60%, improving worker productivity by 8% to 15% [2]. - Aitu's mission, inspired by Alan Turing, focuses on "intelligent manufacturing to assist human creativity," emphasizing user-centered design and ergonomic interfaces [2]. - The launch of the S90 PRO Master Cutter by Tuka Bama, featuring advanced technologies, sets a new benchmark in high-end intelligent cutting, redefining the direction of "smart cutting" [2]. Group 3: Industry Impact - The global launch of the Aitu brand and S90 PRO Master Cutter marks a milestone in the application of AI technology in garment manufacturing, promoting a shift towards intelligent, high-end, and customized production [3].