12月6~7日，由《中国企业家》杂志社主办的2025（第二十三届）影响力企业家年会（原中国企业领袖 年会），在北京召开。在6日下午的【全球化600秒】出海新范式环节，杰克科技创始人、董事长阮积祥 以"全球化增长四个阶段"为主题作了精彩分享。 以下为演讲的精彩观点： 1．全球化第一个阶段，名字非常重要。 2．出海的第一阶段，不仅是产品或产能的简单扩张，更需要伙伴与品牌同国际接轨。 专题：2025《中国企业家》影响力企业家年会 就近消费、就近生产，这就是全球领航者的未来，各行各业都会走向这样的发展格局。 文|《中国企业家》记者 胡楠楠 3．业务全球化，是普照世界的阳光；运营本地化，才能扎根全球的土壤。以简单贸易运转，很难实现 全球化发展。 4．就近消费、就近生产，这就是全球领航者的未来，各行各业都会走向这样的发展格局。 5．最易的那条路，就是内卷之路；最难的那条路，才是胜利之路。 以下为阮积祥现场演讲实录（有删减）： 杰克科技是一家做工业缝纫机的企业，从工业缝纫机发展到成套智联解决方案服务商，目前正在做无人 化的智能产线。我们在这个行业的产销量连续15年全球第一，目前做到了占全球40%的市场份额。 我们把杰克的全 ...

Core Viewpoint - The article emphasizes the dual transformation of technology and industry in the global economy, highlighting the significant growth potential of small and medium-sized listed companies in China as they contribute to industrial upgrades and innovation in the capital market [1][5]. Group 1: Event Overview - The "Future 20 · 2025 A-Share Listed Companies Growth Power Annual Conference" was successfully held in Shanghai, focusing on the transformation of China's economic structure and the growth potential of small and medium-sized listed companies [1][3]. - The event was co-hosted by prominent organizations including Yicai Media, Ernst & Young (China), and others, utilizing a proprietary growth assessment model to evaluate and select 20 companies with the highest growth potential based on 12 dimensions and 38 indicators [3][4]. Group 2: Government and Economic Insights - The Deputy District Mayor of Jiading, Lu Zufang, stated that small and medium-sized enterprises are crucial for economic resilience and a source of vitality for national technological innovation [5][6]. - Jiading District is focusing on key industries such as smart connected vehicles, integrated circuits, and biomedicine, while also exploring emerging fields like quantum technology and new energy [6][10]. Group 3: Industry Development and Future Outlook - The conference highlighted the importance of high-quality development in China's economy, particularly in 2025, as a pivotal year for structural upgrades and the A-share market's transition to high-quality growth [6][9]. - Experts discussed the need for companies to balance global expansion with enhancing new productive forces, emphasizing the role of technological innovation in driving growth [12][18]. Group 4: Selected Companies and Recognition - The 20 companies recognized for their growth potential include Huaming Equipment, Jack Technology, and others, reflecting their past achievements and future growth expectations [24][27]. - The selection process aimed to identify companies with high technological content, growth potential, and sound governance, contributing to the narrative of China's industrial upgrade [38]. Group 5: Investment Perspectives - Investment professionals emphasized the importance of understanding the growth potential of small and medium-sized companies, which can offer significant opportunities compared to larger blue-chip firms [36][37]. - The need for a multi-dimensional investment logic was highlighted, encouraging investors to engage deeply with companies to uncover hidden growth potential [36][37].

杰克科技股份有限公司 2025 年第二次临时股东会会议资料 杰克科技股份有限公司 2025 年第二次临时股东会 会议资料 目 录 | 3 | 2025 年第二次临时股东会会议议程 | | --- | --- | | 5 | 2025 年第二次临时股东会会议须知 | | 1、议案一：关于变更注册资本及修订《公司章程》的议案 7 | | 2 杰克科技股份有限公司 2025 年第二次临时股东会会议资料 2025 年第二次临时股东会会议议程 一、会议时间 2025 年 12 月 1 杰克科技股份有限公司 2025 年第二次临时股东会会议资料 现场会议召开时间：2025 年 12 月 8 日 14:30； 网络投票时间：采用上海证券交易所网络投票系统，通过交易系统投票平台 的投票时间为股东会召开当日的交易时间段，即 9:15-9:25，9:30-11:30， 13:00-15:00；通过互联网投票平台的投票时间为股东会召开当日的 9:15-15:00。 二、现场会议地点 浙江省台州市椒江区三甲东海大道东段 1008 号公司会议室。 三、与会人员 四、会议议程 （一）截至 2025 年 12 月 3 日下午交易结束后在中 ...

11月27日，杰克科技涨5.28%，截至发稿，报40.10元/股，成交7685.08万元，换手率0.41%，总市值 191.05亿元。杰克科技股价已经连续3天上涨，区间累计涨幅1.14%。 浦银安盛高端装备混合A（019864）基金经理为李浩玄。 截至发稿，李浩玄累计任职时间2年343天，现任基金资产总规模34.25亿元，任职期间最佳基金回报 98.39%， 任职期间最差基金回报11.51%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，杰克科技股份有限公司位于浙江省台州市椒江区三甲东海大道东段1008号，成立日期2003年 8月27日，上市日期2017年1月19日，公司主营业务涉及工业缝制机械的研发、生产和销售,包括工业缝 纫机、裁床、铺布机等工业用缝中、缝前设备以及电机、电控等工业缝制机械重要零部件。主营业务收 入构成为：智能工业缝纫机86.87%，智能裁床及铺布机10.21%，衬衫及牛仔智能自动缝制设备2.71%， 其他(补充)0. ...

Core Insights - Jack Technology Co., Ltd. has launched the AI sewing machine "Ai 10" and humanoid robots, showcasing Taizhou's innovation capabilities in high-end equipment [1] - Taizhou has focused on the development of the real economy, promoting digital and intelligent transformation in manufacturing, resulting in an 8.3% year-on-year growth in industrial output value for the first nine months of the year [1] - The establishment of the first provincial-level low-altitude economy industry fund in Taizhou Bay New Area has attracted over 80 upstream and downstream enterprises for development [1] - The second phase of the 10GWh solid-state lithium battery industrialization project by Qingtai Energy is progressing rapidly in the Chengjiang Industrial Zone of Huangyan Economic Development Zone [1] - The CNC and Intelligent Manufacturing Technology Innovation Center, co-established by Yuhuan City and Tianjin University, has achieved a transformation rate of over 75% for its results [1] - The municipal government emphasizes leveraging the advantages of a vibrant private economy, diverse manufacturing sectors, and numerous listed companies to enhance the quality and resilience of development through practical measures [1]

Core Viewpoint - The announcement details the unlocking of the second restricted stock incentive plan for Jack Technology Co., Ltd, allowing 2,438,700 shares to be listed and traded starting November 24, 2025 [2][4][12]. Group 1: Incentive Plan Overview - The stock listing type is for equity incentive shares, with a total of 2,438,700 shares available for circulation [2][3]. - The board of directors approved the unlocking conditions for the second restricted stock incentive plan on November 17, 2025, confirming that the conditions for unlocking have been met [4][8]. Group 2: Approval and Implementation - The incentive plan was approved during a board meeting on September 26, 2023, with independent directors providing independent opinions on the plan [4][5]. - The plan underwent several approvals and reviews, including a temporary shareholders' meeting on October 18, 2023, where various related proposals were passed [5][6]. Group 3: Unlocking Conditions - The second unlocking period for the restricted stock began 24 months after the initial grant registration, which was completed on November 16, 2023, and has now reached its unlocking date [9]. - The unlocking conditions have been fulfilled, allowing 259 incentive recipients to unlock a total of 243,870 shares, representing 0.51% of the company's total share capital [11]. Group 4: Stock Listing and Transfer Restrictions - The shares will be available for trading starting November 24, 2025, with specific transfer restrictions for directors and senior management during their tenure and for six months post-departure [12]. - The company will repurchase and cancel 15,600 shares from two incentive recipients who have left the company [10]. Group 5: Legal and Financial Opinions - Legal opinions confirm that the unlocking procedures comply with relevant regulations and that all conditions for unlocking have been met [15]. - The independent financial advisor has stated that both the company and the incentive recipients meet the necessary conditions for the unlocking, ensuring no harm to the company's or shareholders' interests [16].

Group 1 - The core point of the article is that Jack Technology announced the release of the second lock-up period for its restricted stock incentive plan, allowing for the listing of shares [2] - The total number of shares available for circulation is 2,438,700 shares [2] - The shares will be available for trading starting from November 24, 2025 [2]

Investment Rating - The report maintains a "Buy" rating for the company [2][8] Core Insights - The company has demonstrated steady growth, with revenue of 4.967 billion yuan in the first three quarters of 2025, reflecting a year-on-year increase of 5.53%. The net profit attributable to shareholders reached 682 million yuan, up 10.06% year-on-year [5][6] - The industrial sewing machine industry is experiencing a critical phase of smart transformation, with domestic demand under pressure while exports are growing. The company has successfully increased its market share through a "hit product strategy" and global expansion [6][7] - The introduction of AI sewing machines and humanoid robots is expected to open up long-term growth opportunities. The company has made significant technological advancements and is currently in the market promotion phase for its AI-integrated products [7][8] Financial Performance - For 2025-2027, the company is projected to achieve revenues of 6.581 billion, 7.335 billion, and 8.169 billion yuan, with year-on-year growth rates of 8.00%, 11.46%, and 11.37% respectively. The net profit attributable to shareholders is expected to be 921 million, 1.093 billion, and 1.284 billion yuan, with growth rates of 13.37%, 18.74%, and 17.45% respectively [8][10] - The company's PE ratios for 2025-2027 are projected to be 20.44, 17.22, and 14.66, indicating a favorable valuation trend [8][10]

证券代码：603337 证券简称：杰克科技 公告编号：2025-081 杰克科技股份有限公司 关于 2023 年限制性股票激励计划首次授予部分 第二个解除限售期解除限售暨股份上市的公告 1、2023 年 9 月 26 日，公司召开第六届董事会第五次会议审议通过了《关于 公司<2023 年限制性股票激励计划（草案）>及其摘要的议案》《关于公司<2023 年限制性股票激励计划实施考核管理办法>的议案》《关于提请股东大会授权董事 会办理股权激励相关事宜的议案》《关于阮林兵作为股权激励对象的议案》等议 案，关联董事已在审议相关事项时回避表决，公司独立董事对本次激励计划及其 他相关议案发表了独立意见。 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 2,438,700股。 本次股票上市流通总数为2,438,700股。 本次股票上市流通日期为2025 年 11 月 24 日。 杰克科技股份有限公司（以下简称"公司"）于 2025 年 11 月 17 日召开 ...

北京国枫律师事务所 关于杰克科技股份有限公司 2023 年限制性股票激励计划首次授予部分 第二个解除限售期解除限售条件成就 暨调整回购价格及回购注销部分限制性股票 相关事宜的法律意见书 国枫律证字[2023] AN165-8 号 GRANDWAY 北京国枫律师事务所 Grandway Law Offices 北京市东城区建国门内大街 26 号新闻大厦 7 层、8 层 邮编: 100005 电话（Tel）: 010-88004488/66090088 传真(Fax): 010-66090016 释 义 本法律意见书中,除非文义另有所指,下列词语或简称具有如下含义: 杰克科技、公司 指 杰克科技股份有限公司 《激励计划》 /《股 《杰克科技股份有限公司 2023年限制性股票激励计划(草案)》 指 权激励计划》 本次激励计划/本激 指 杰克科技 2023 年限制性股票激励计划 励计划 本次解锁 指 本次激励计划首次授予部分第二个解除限售期解除限售条件成就 本次调整 指 调整本激励计划首次授予部分限制性股票的回购价格 杰克科技回购注销首次授予部分限制性股票的事宜 回购注销 指 《杰克科技股份有限公司 2023年限制性 ...