Group 1 - The company has engaged in a strategic cooperation with Jack Technology for joint innovation [1] - Currently, the company has not purchased robots from Jack Technology [1]

Group 1 - The company, Baoxiniang (002154.SZ), has stated on the investor interaction platform that it is currently not procuring robots from Jack Technology [1]

Group 1 - Jack Technology's stock increased by 5.25% to 47.32 CNY per share, with a trading volume of 171 million CNY and a turnover rate of 0.78%, resulting in a total market capitalization of 22.545 billion CNY [1] - The company, established on August 27, 2003, and listed on January 19, 2017, specializes in the research, production, and sales of industrial sewing machinery, including industrial sewing machines, cutting tables, and fabric laying machines [1] - The revenue composition of Jack Technology includes 86.87% from intelligent industrial sewing machines, 10.21% from intelligent cutting tables and fabric laying machines, 2.71% from automatic sewing equipment for shirts and jeans, and 0.21% from other sources [1] Group 2 - E Fund's New Silk Road Mixed Fund (001373) holds 1.4881 million shares of Jack Technology, accounting for 2.28% of the fund's net value, ranking as the tenth largest holding [2] - The fund has generated a floating profit of approximately 3.512 million CNY today [2] - The New Silk Road Mixed Fund was established on May 27, 2015, with a current size of 2.829 billion CNY, achieving a year-to-date return of 8.19% and a one-year return of 29.51% [2] Group 3 - The fund manager of E Fund's New Silk Road Mixed Fund is Wang Sinan, who has been in the position for 1 year and 164 days, with a total asset size of 2.829 billion CNY and a best return of 48.09% during his tenure [3] - Co-manager Qiu Tianlan has been in the role for 1 year and 70 days, managing assets totaling 3.167 billion CNY, with a best return of 27.87% and a worst return of -0.12% during his tenure [3]

Group 1 - The company emphasizes its commitment to shareholder returns and aims to share development results with all shareholders [1] - The specific dividend plan for the current year will be announced in a future notice on the Shanghai Stock Exchange [1]

杰克科技（603337.SH）1月20日在投资者互动平台表示，公司目前有向欧盟成员国出口及销售业务， 主要产品为缝纫机及裁床等，但相关业务规模较小，欧盟地区业务收入占公司整体营业收入比例不足 2%。目前，公司对欧盟市场的销售主要由境内主体直接向欧盟客户出口实现。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司近年是否存在向欧盟成员国出口或销售的相 关业务？ ...

Group 1 - The core point of the article is that Jack Technology (603337.SH) has stated there is currently no technical cooperation with Yushu Technology on the investor interaction platform [1]

Core Insights - Jack Technology officially enters the embroidery machine industry, launching two core products: the X7 patch embroidery machine and the X5 finished embroidery machine, with plans to establish a dedicated production base covering 300 acres and a professional team of 1,000 people by 2025 [1] Industry Overview - The industrial sewing machine industry shows signs of bottoming out, with low inventory levels in the apparel sector. The demand in major markets like the US and China is expected to stabilize, leading to a potential inventory replenishment in 2026 [1] - Domestic demand for sewing equipment is projected to recover in 2026 after a significant decline in 2025, where domestic sales are expected to drop to approximately 1.65 million units, a 30% year-on-year decrease [2] - Export demand for sewing equipment is anticipated to exceed expectations in 2026, driven by the ongoing shift of the apparel industry overseas and the need for equipment upgrades [2] Company Developments - Jack Technology's new business initiatives are expected to enhance profitability, as the company gains favor among factories for its high-quality and intelligent products, leading to a steady increase in overseas market share [2] - The AI sewing machine, Ai 10, launched in September 2025, features significant advantages such as an 80% efficiency improvement and a 60% reduction in training time, with orders already being received from major clients in China and Vietnam [3] - The entry into the embroidery machine market is supported by technological synergies and customer base sharing with existing product lines, positioning the company favorably in a market projected to grow from $1.79 billion in 2024 to $2.28 billion by 2029, with a CAGR of 4.7% [3] Financial Projections - The company anticipates revenue growth from 6.4% in 2025 to 17.6% in 2026, reaching approximately 6.49 billion yuan in 2025 and 7.63 billion yuan in 2026. Net profit is expected to grow from 9.2 billion yuan in 2025 to 11.6 billion yuan in 2026, reflecting a 26% increase [5]

Core Viewpoint - The company emphasizes technology innovation as the core driver of its development, committing to invest no less than 8% of its revenue in research and development to enhance product competitiveness and profitability [2] Group 1: R&D Investment and Strategy - The company plans to invest at least 8% of its revenue in R&D to strengthen product and solution competitiveness [2] - The company is implementing a "develop one generation, pre-research one generation, explore one generation" R&D strategy to continuously enhance the intelligence level and market competitiveness of its existing products and services [2] Group 2: AI and Robotics Developments - The company has made significant progress in the "AI + robotics" sector, with the high-end AI sewing machine "Aitu" set to be released in September 2025, receiving positive market feedback [2] - A humanoid robot prototype, integrating AI vision and intelligent fabric grabbing technologies, has been unveiled and is expected to launch in the second half of 2026 [2] Group 3: Future Growth Potential - The company aims to build a comprehensive "software + hardware + AI automation" solution capability for the future of intelligent garment manufacturing, opening up new long-term growth opportunities [2]

Core Viewpoint - The company emphasizes technology innovation as the core driver of its development, committing to invest no less than 8% of its revenue into R&D to enhance product competitiveness and stabilize profitability [1] Group 1: R&D and Innovation - The company has made significant progress in the "AI + Robotics" sector, with the high-end AI sewing machine "Aitu" set to launch in September 2025 and receiving positive market feedback [1] - A humanoid robot prototype, integrating AI vision and intelligent fabric grabbing technologies, has been unveiled, with an official launch expected in the second half of 2026 [1] - The company plans to continue its R&D strategy of "developing one generation, pre-researching one generation, and exploring one generation," aiming to enhance the intelligence level and market competitiveness of its existing products, services, and solutions [1] Group 2: Future Growth Strategy - The company aims to build a comprehensive solution capability for the future of intelligent garment manufacturing, integrating "software + hardware + AI automation," which is expected to open new long-term growth opportunities [1]

Core Viewpoint - The company emphasizes technology innovation as the core driver of its development, committing to invest no less than 8% of its revenue into R&D to enhance product competitiveness and stabilize profitability [1] Group 1: R&D Investment and Strategy - The company plans to invest at least 8% of its revenue into research and development to strengthen product and solution competitiveness [1] - The company is implementing a R&D strategy of "developing one generation, pre-researching one generation, and exploring one generation" to enhance the intelligence level and market competitiveness of its existing products, services, and solutions [1] Group 2: AI and Robotics Developments - The company has made significant progress in the "AI + robotics" sector, with the high-end AI sewing machine "Aitu" set to be released in September 2025, receiving positive market feedback [1] - A humanoid robot prototype that integrates AI vision and intelligent fabric grabbing technologies has been showcased, with an official launch expected in the second half of 2026 [1] Group 3: Future Growth Potential - The company aims to build a comprehensive solution capability for the future of intelligent garment manufacturing, integrating software, hardware, and AI automation, thereby opening new long-term growth opportunities [1]