Core Viewpoint - Jack Technology's stock price dropped by 5% to 46.16 CNY per share, with a market capitalization of 21.992 billion CNY, indicating potential concerns in the market regarding the company's performance and outlook [1]. Company Overview - Jack Technology Co., Ltd. is located in Taizhou, Zhejiang Province, established on August 27, 2003, and listed on January 19, 2017. 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 revenue composition of the company's main business 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% - Others: 0.21% [1]. Fund Holdings - According to data from the top ten holdings of funds, one fund under Guotai Fund holds a significant position in Jack Technology. The Guotai Intelligent Equipment Stock A (001576) held 1.6419 million shares in the second quarter, accounting for 5.06% of the fund's net value, ranking as the eighth largest holding [2]. - The estimated floating loss for the fund today is approximately 3.9898 million CNY [2]. Fund Manager Performance - The fund manager of Guotai Intelligent Equipment Stock A (001576) is Wang Yang, who has been in the position for 6 years and 317 days. The total asset size of the fund is 6.455 billion CNY, with the best fund return during his tenure being 211.01% and the worst being -29.24% [3].

Investment Rating - The report assigns an "Overweight" rating for the machinery industry [4]. Core Insights - The machinery industry maintains high prosperity, with both domestic sales and exports experiencing rapid growth. Companies with global manufacturing layouts, brand output capabilities, and channel integration advantages are recommended for investment. In the context of changing external environments and policy negotiations, companies with diversified capacity allocation, stable customer loyalty, and pricing power are expected to achieve sustained growth amid global trade adjustments. Key recommended stocks include Juxing Technology, Yindu Co., Taotao Vehicle, Honghua Digital Technology, and Jack Co. [5][20]. Summary by Sections Macroeconomic Overview - The Federal Reserve announced a 25 basis point rate cut, bringing the federal funds rate target range to 4.00%-4.25%. In August, the US CPI increased by 2.9% year-on-year, with a core CPI rise of 3.1%. Non-farm employment added 22,000 jobs [5]. Cost Tracking - As of September 17, 2025, the USD to RMB exchange rate was 7.11, a decrease of 0.23% from September 10. The Euro to RMB exchange rate was 8.41, an increase of 0.93% from September 10. The shipping costs for major routes showed a year-on-year decline, with the comprehensive index of China's export container freight rate index (CCFI) at 1125.30, down 38.11% year-on-year [5]. Industry High-Frequency Data Tracking - The report includes various industry metrics, such as the US restaurant performance index (RPI) and housing market index, indicating trends in consumer behavior and real estate activity. For instance, the US housing market index in September showed a year-on-year decline of 21.95% [5]. Company Earnings Forecast - The report provides earnings forecasts for key companies in the machinery sector, projecting EPS growth for the years 2025 to 2027, with corresponding PE ratios indicating potential for investment [20].

Group 1 - The core point of the article is that Jack Technology announced the listing of stock for employee incentive purposes, with a total of 247,500 shares to be listed [1] - The method of stock subscription is offline, indicating a targeted approach to attract specific investors [1] - The listing date for the stock to become tradable is set for September 25, 2025, which provides a timeline for potential investors [1]

证券代码：603337 证券简称：杰克科技 公告编号：2025-058 杰克科技股份有限公司 关于 2023 年限制性股票激励计划预留授予部分 第一个解除限售期解除限售暨股份上市的公告 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 247,500股。 本次股票上市流通总数为247,500股。 本次股票上市流通日期为2025 年 9 月 25 日。 杰克科技股份有限公司（以下简称"公司"）于 2025 年 9 月 18 日召开第六届 董事会第二十四次会议、第六届监事会第十七次会议，审议通过了《关于公司 2023 年限制性股票激励计划预留授予部分第一个解除限售期解除限售条件成就的议 案》，根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）以及《2023 年限制性股票激励计划》（以下简称"《激励计划》"、"本激励计划"）的相关规定， 公司 2023 年限制性股票激励计划预留授予部分第一个解除限售期解除限售条件已 经成就，本次申请解除限售的 ...

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预留授予部分 第一个解除限售期解除限售条件成就 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 | 指 | 《杰克科技股份有限公司 2023年限制性股票激励计划(草案)》 | | 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 | 本次激励计划预留授予部分第一个解除限售期解除限售条件成就 | | 《考核管理办法》 | 指 | 《杰克科技股份有限公司 2023年限制性股票激励计划实施考核 | | | | 管理办法》 | | 《公司法》 | 指 | 《中华人民共和国公司法》 | | 《证券法》 | 指 | ...

Group 1 - Jack Technology's stock price dropped by 5.07% to 47.92 CNY per share, with a trading volume of 138 million CNY and a turnover rate of 0.60%, resulting in a total market capitalization of 22.83 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 smart industrial sewing machines, 10.21% from smart 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 - Jiahe Fund has one fund heavily invested in Jack Technology, specifically Jiahe Jinrong Mixed A (016761), which held 55,400 shares in the second quarter, accounting for 3.88% of the fund's net value, making it the fourth-largest holding [2] - The fund has a current scale of 31.76 million CNY, with a year-to-date return of 5.82% and a one-year return of 13.99%, ranking 6,465 out of 7,980 in its category [2] - Since its inception on December 27, 2022, the fund has experienced a loss of 19.68% [2]

Group 1 - Jack Technology experienced a decline of 5.07% on September 19, with a stock price of 47.92 yuan per share, a trading volume of 138 million yuan, a turnover rate of 0.60%, and a total market capitalization of 22.83 billion yuan [1] - Jack Technology Co., Ltd. is located in Taizhou, Zhejiang Province, established on August 27, 2003, and listed on January 19, 2017. 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 revenue composition of Jack Technology's main business 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 - According to data from the top ten heavy stocks of funds, one fund under Chuangjin Hexin has a significant holding in Jack Technology. The Chuangjin Hexin Qunli One-Year Open Mixed Fund (MOM) A (011367) reduced its holdings by 89,400 shares in the second quarter, holding 107,900 shares, which accounts for 3.32% of the fund's net value, ranking as the fifth-largest heavy stock [2] - The Chuangjin Hexin Qunli One-Year Open Mixed Fund (MOM) A (011367) was established on March 9, 2021, with a latest scale of 103 million yuan. The fund has achieved a return of 17% this year, ranking 4716 out of 8172 in its category, and a return of 39% over the past year, ranking 4254 out of 7980 [2] - The fund manager of Chuangjin Hexin Qunli One-Year Open Mixed Fund (MOM) A (011367) is Feng Ruiling, who has been in the position for 3 years and 287 days, with a total asset scale of 116 million yuan. The best fund return during her tenure is 35.07%, while the worst is 2.77% [2]

Core Viewpoint - The announcement details the achievement of the first unlock conditions for the reserved portion of the 2023 restricted stock incentive plan of Jack Technology Co., Ltd, allowing 38 individuals to unlock a total of 247,500 shares, which represents 0.05% of the company's total share capital [1][6][9]. Group 1: Incentive Plan Approval and Implementation - The board of directors approved the 2023 restricted stock incentive plan on September 26, 2023, including the draft and management measures [2][3]. - The first grant of the incentive plan was publicly announced from September 27 to October 6, 2023, with no objections received during the public notice period [3][4]. - The first temporary shareholders' meeting on October 18, 2023, approved the incentive plan and related matters [4]. Group 2: Unlock Conditions Achievement - The first unlock period for the reserved portion of the restricted stock began 12 months after the registration completion date, which was September 11, 2024, and has now been reached [6][7]. - The conditions for unlocking the restricted stock have been met, allowing the 38 incentive recipients to unlock their shares [7][9]. Group 3: Verification and Legal Opinions - The nomination and remuneration committee confirmed that the unlocking conditions were met according to relevant regulations and that the number of shares to be unlocked corresponds with the performance results of the incentive recipients [8][10]. - The supervisory board verified that all unlocking conditions were satisfied and that the incentive recipients' qualifications were legitimate [9][10]. - Legal opinions from Beijing Guofeng Law Firm and independent financial advisor Shanghai Rongzheng Consulting Service Group confirmed compliance with relevant laws and regulations regarding the unlocking process [10][11].

据称，该机器人将通过与智能模板机、自动机等品类有效结合，破解服装行业"招工难、效率提升与柔 性生产"等痛点，推动服装产业智能化升级。 北京商报讯（记者 陶凤 王天逸）9月18日，杰克科技在上证e互动平台回应投资者提问时表示，公司计 划于2026年下半年推出面向服装智造场景的人形机器人。 ...

（文章来源：证券日报） 证券日报网讯 9月18日晚间，杰克科技发布公告称，公司于2025年9月18日召开第六届董事会第二十四 次会议、第六届监事会第十七次会议，审议通过了《关于公司2023年限制性股票激励计划预留授予部分 第一个解除限售期解除限售条件成就的议案》，根据相关规定，公司2023年限制性股票激励计划预留授 予部分第一个解除限售期解除限售条件已经成就，本次符合解除限售条件的激励对象人数为38人，可解 除限售的限制性股票数量为24.75万股，占目前公司总股本的0.05%。 ...