证券之星消息，8月15日专用设备板块较上一交易日上涨2.11%，中邮科技领涨。当日上证指数报收于 3696.77，上涨0.83%。深证成指报收于11634.67，上涨1.6%。专用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688648 | 中郎科技 | 75.71 | 20.00% | 14.94万 | | 10.33亿 | | 301128 | 强瑞技术 | 74.41 | 12.74% | 12.95万 | | 9.18亿 | | 002837 | 英维克 | 63.82 | 9.60% | 109.10万 | | 67.72亿 | | 603337 | 杰克股份 | 56.99 | 9.34% | 7.58万 | | 4.21亿 | | 300902 | 圖安达 | 29.16 | 8.68% | 18.41万 | | 5.19 Z | | 873726 | 卓兆点胶 | 37.32 | 7.92% | 6.69万 | | 2.48亿 | | ...

Market Performance - The specialized equipment sector increased by 1.41% on August 13, with Zhongyou Technology leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Top Gainers in Specialized Equipment Sector - Zhonglang Technology (688648) closed at 57.80, up 19.99% with a trading volume of 152,100 shares and a transaction value of 789 million [1] - Dongfang Precision (002611) closed at 18.98, up 10.03% with a trading volume of 2,311,500 shares and a transaction value of 4.214 billion [1] - Jack Shares (603337) closed at 51.76, up 10.01% with a trading volume of 63,700 shares and a transaction value of 320 million [1] - Other notable gainers include Yangtian Shares (603800), Hongya CNC (002833), and Zhongjian Technology (002779), all increasing by 10% [1] Market Capital Flow - The specialized equipment sector experienced a net outflow of 27.4968 million from institutional investors, while retail investors saw a net inflow of 726 million [2] - The overall market showed a mixed trend with significant outflows from speculative funds amounting to 699 million [2] Individual Stock Capital Flow - Dongfang Precision (002611) had a net inflow of 293 million from institutional investors, while it faced a net outflow of 91.9517 million from speculative funds [3] - Zhongjian Technology (002779) reported a net inflow of 243 million from institutional investors, with a significant outflow from speculative funds [3] - Other stocks like Hongya CNC (002833) and Wuchan Jinlun (002722) also showed varying capital flows, indicating diverse investor sentiment [3]

Core Viewpoint - Jack Co., Ltd. is celebrating its 30th anniversary, showcasing its latest technologies and future vision under the leadership of founder and chairman Ruan Jixiang, who emphasizes a long-term strategy involving technological leaps, acquisitions, and global expansion [1][3]. Group 1: Company Evolution - Jack Co., Ltd. transitioned from a home sewing machine manufacturer to a global provider of intelligent manufacturing solutions for the apparel industry, integrating robotics, AI, and sewing machinery [4][10]. - The company has made three significant strategic moves, referred to as "first moves," that have shaped its development [5][8]. Group 2: Strategic Moves - The first strategic move occurred in the early days when the company shifted focus from home sewing machines to industrial sewing machines, anticipating market changes and technological challenges [5]. - The second move involved expanding into overseas markets during the aftermath of the 2009 financial crisis, with successful acquisitions of German and Italian companies, enhancing its capabilities in automated cutting and sewing [6]. - The third move is centered on leveraging AI and robotics to create a comprehensive intelligent manufacturing ecosystem, transitioning from a sewing equipment manufacturer to a solutions provider [7][9]. Group 3: Technological Advancements - Jack Co., Ltd. holds 3,254 valid patents and software copyrights, covering key technologies in the sewing machine industry [10]. - The company has introduced innovative products such as the "Fast Response King" intelligent sewing machine and the "Overlock King" intelligent overlock machine, which enhance operational efficiency and adaptability [10]. Group 4: Global Strategy - Jack Co., Ltd. has a robust global presence, with 60.94 billion yuan in revenue in 2024, a 15.11% increase year-on-year, and overseas revenue accounting for 29.44 billion yuan [11]. - The company operates a marketing network across over 170 countries and regions, with a focus on localizing production and adapting to regional market demands [11][12]. Group 5: Future Outlook - The company plans to continue expanding through acquisitions and aims to establish itself as a leader in the intelligent manufacturing sector, with a focus on advanced technology and local market integration [12].

Group 1 - The total salary of A-share listed company secretaries in 2024 reached 4.086 billion yuan, with an average annual salary of 700,000 yuan [1] - The average salary for 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 [1] - The average salary increased by 25,200 yuan in 2024 compared to 2023, representing an average growth rate of 9% [1] Group 2 - The average age of company secretaries is approximately 44.29 years, with the majority (38%) aged between 40-49 years [1] - The educational background of secretaries includes 5 PhDs, 60 master's degrees, 77 bachelor's degrees, and 10 associate degrees, with corresponding average salaries of 748,800 yuan, 713,400 yuan, 579,900 yuan, and 565,200 yuan respectively [1] - A total of 12 secretaries received warnings, public notices, or internal notifications for violations in 2024-2025 [1] Group 3 - Lan Shi Heavy Industry's Wu Ruirui received three warning letters, with a 2024 salary of 454,600 yuan due to procedural violations in fundraising projects [2] - *ST Xingnong's Wang Liming also received three warning letters, with a 2024 salary of 300,400 yuan for failing to identify related parties and not following approval procedures [2] - Lingyun Guang's Gu Baoxing received two warning letters, with a 2024 salary of 1.6553 million yuan for providing 3 million yuan for personal housing without proper disclosure [2]

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 ...