| 会计年度 | 2023 | 2024 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 5294 | 6094 | 6788 | 7322 | 8399 | | 同比增长 | -4% | 15% | 11% | 8% | 15% | | 营业利润(百万元) | 586 | 906 | 1041 | 1170 | 1379 | | 同比增长 | 11% | 55% | 15% | 12% | 18% | | 归母净利润(百万元) | 538 | 812 | 934 | 1049 | 1237 | | 同比增长 | 9% | 51% | 15% | 12% | 18% | | 每股收益(元) | 1.13 | 1.70 | 1.96 | 2.20 | 2.60 | | PE | 42.9 | 28.5 | 24.8 | 22.0 | 18.7 | | PB | 5.3 | 5.0 | 4.5 | 4.0 | 3.6 | 杰克股份（603337.SH） 业绩稳健增长，单 Q2 毛利率创上市以来新高 中游制 ...

Core Insights - The global launch of the Jack Quick Response King 2 took place in Hangzhou, showcasing advancements in China's intelligent manufacturing equipment for the apparel industry [1] - Zhejiang province, as the largest textile industry region in China, has formed a trillion-yuan industry cluster, with 2023 revenues from modern textile and apparel enterprises reaching 1.17 trillion yuan, accounting for nearly one-fourth of the national total [3] - The penetration rate of the "small batch quick response" production model in small and medium-sized garment factories has exceeded 90%, with the entire industry exceeding 80%, indicating significant production pressure on Zhejiang apparel companies [3] Industry Performance - In the first three quarters of 2024, Zhejiang's textile and apparel exports reached 488.45 billion yuan, making up 30% of the national total, with Shaoxing, Ningbo, and Jinhua leading in export scale [3] - The industry faces challenges such as high breakage rates during sewing and issues with high-tech fabrics, which hinder the upgrade to high-end manufacturing [3] Technological Advancements - Jack Technology's Quick Response King 2 is a collaborative innovation involving over 200 experts from materials, machinery, electrical control, software, and AI fields, addressing global technical bottlenecks in the industry [5] - The upgraded Quick Response King 2 features an A.M.H2 fabric adaptive system, achieving breakthroughs in sewing technology through extensive testing and simulations [5] - The machine demonstrated superior performance in trials, achieving continuous sewing without breaks and showcasing advanced AI capabilities that enhance precision and control in complex garment production [5]