JACK(SH:603337) Di Yi Cai Jing·2025-10-31 13:20Core Insights - The textile and apparel industry is facing profit pressure due to weak demand and high labor costs, leading to a trend of integrating smart equipment to enhance competitiveness [1] - Jack Technology, a leading company in the smart sewing equipment sector, is leveraging AI and embodied intelligence to improve production efficiency and profitability [1][3] - The company is focusing on creating popular products and technological innovation to address cyclical fluctuations in the textile and apparel industry [2] Industry Trends - The integration of AI and robotics in the textile and apparel industry is becoming essential as companies seek to reduce labor costs and improve efficiency [3][4] - The demand for smart industrial sewing machines and automated solutions is increasing, driven by the need for cost reduction and enhanced production capabilities [2][3] Company Developments - Jack Technology has successfully launched core products like "Fast Response King" and "Over-Thread King," which have gained market share and contributed to the company's growth [2] - The company is developing a complete industrial chain that includes software systems, smart equipment, and comprehensive services to empower clients in their transformation [2] - Jack Technology's net profit for the first three quarters of 2025 reached 682 million yuan, marking a year-on-year increase of over 10% [2] Future Outlook - The company plans to release its humanoid robot product in the third quarter of 2025, which will be the first of its kind in the garment manufacturing sector [3][4] - Jack Technology aims to expand its service range beyond the textile industry, positioning itself as an AI-centric smart manufacturing enterprise [4] - The rapid advancement of AI and robotics is expected to enhance Jack Technology's competitive strength and open new business opportunities [4][5]