11月27日，杰克科技涨5.28%，截至发稿，报40.10元/股，成交7685.08万元，换手率0.41%，总市值 191.05亿元。杰克科技股价已经连续3天上涨，区间累计涨幅1.14%。 浦银安盛高端装备混合A（019864）基金经理为李浩玄。 截至发稿，李浩玄累计任职时间2年343天，现任基金资产总规模34.25亿元，任职期间最佳基金回报 98.39%， 任职期间最差基金回报11.51%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，杰克科技股份有限公司位于浙江省台州市椒江区三甲东海大道东段1008号，成立日期2003年 8月27日，上市日期2017年1月19日，公司主营业务涉及工业缝制机械的研发、生产和销售,包括工业缝 纫机、裁床、铺布机等工业用缝中、缝前设备以及电机、电控等工业缝制机械重要零部件。主营业务收 入构成为：智能工业缝纫机86.87%，智能裁床及铺布机10.21%，衬衫及牛仔智能自动缝制设备2.71%， 其他(补充)0. ...

分红方面，杰克科技A股上市后累计派现14.02亿元。近三年，累计派现7.52亿元。 杰克科技今年以来股价涨33.90%，近5个交易日跌7.00%，近20日跌10.14%，近60日跌14.67%。 机构持仓方面，截止2025年9月30日，杰克科技十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1419.93万股，相比上期减少135.65万股。广发稳健增长混合A（270002）、招商优势企业 混合A（217021）退出十大流通股东之列。 今年以来杰克科技已经1次登上龙虎榜，最近一次登上龙虎榜为8月15日。 责任编辑：小浪快报 资料显示，杰克科技股份有限公司位于浙江省台州市椒江区三甲东海大道东段1008号，成立日期2003年 8月27日，上市日期2017年1月19日，公司主营业务涉及工业缝制机械的研发、生产和销售,包括工业缝 纫机、裁床、铺布机等工业用缝中、缝前设备以及电机、电控等工业缝制机械重要零部件。主营业务收 入构成为：智能工业缝纫机86.87%，智能裁床及铺布机10.21%，衬衫及牛仔智能自动缝制设备2.71%， 其他(补充)0.21%。 11月12日，杰克科技盘中下跌2.00%，截至13:1 ...

Core Viewpoint - Jack Technology's stock has experienced fluctuations, with a year-to-date increase of 38.17% but a recent decline in the last five trading days by 6.56% [1] Financial Performance - For the period from January to September 2025, Jack Technology achieved a revenue of 4.967 billion yuan, representing a year-on-year growth of 5.53% [2] - The net profit attributable to shareholders for the same period was 682 million yuan, reflecting a year-on-year increase of 10.06% [2] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 13,500, up by 34.46% from the previous period [2] - The average circulating shares per person decreased by 25.59% to 34,969 shares [2] Dividend Distribution - Since its A-share listing, Jack Technology has distributed a total of 1.402 billion yuan in dividends, with 752 million yuan distributed over the last three years [3] Major Shareholders - As of September 30, 2025, Hong Kong Central Clearing Limited is the fourth-largest circulating shareholder, holding 14.1993 million shares, a decrease of 1.3565 million shares from the previous period [3] - Notably, two funds, GF Stable Growth Mixed A and招商优势企业混合A, have exited the list of the top ten circulating shareholders [3]

Core Viewpoint - Jack Technology's stock has experienced fluctuations, with a year-to-date increase of 53.01% but a recent decline in the last five trading days by 4.60% [1] Company Overview - Jack Technology, established on August 27, 2003, and listed on January 19, 2017, is located in Taizhou, Zhejiang Province. 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 main revenue composition 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%), and other (0.21%) [1] Financial Performance - For the first half of 2025, Jack Technology achieved operating revenue of 3.373 billion yuan, a year-on-year increase of 4.27%, and a net profit attributable to shareholders of 477 million yuan, up 14.57% year-on-year [2] - Since its A-share listing, the company has distributed a total of 1.402 billion yuan in dividends, with 752 million yuan distributed in the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 13.42% to 10,000, with an average of 46,995 circulating shares per person, a decrease of 12.19% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 15.5558 million shares, an increase of 1.6101 million shares from the previous period. Meanwhile, Guangfa Steady Growth Mixed A has reduced its holdings by 1.95 million shares [3]

Investment Rating - The report gives a "Buy" rating for the company, marking its first coverage in this regard [3]. Core Viewpoints - The company is positioned as a leader in the sewing equipment industry, leveraging AI technology and global expansion to enter a new development phase. The launch of the AI sewing machine brand Aitu represents a cutting-edge direction in industry technology, which is expected to strengthen its market position [3][25]. - The trend of "small batch quick response" in the garment manufacturing industry necessitates digital management and intelligent equipment, driving the transformation of production models and the update of production lines [1][15]. - The company has established a global marketing network, achieving overseas revenue of 1.785 billion yuan in the first half of 2025, accounting for 52.93% of total revenue, surpassing domestic revenue [3][23]. Summary by Sections 1. Business Situation - The company has evolved into a leading enterprise in the sewing equipment industry, transitioning from a traditional equipment manufacturer to a provider of intelligent manufacturing solutions. It plans to release humanoid robots in late 2026, integrating robotics and automation technology into customer scenarios [7][22]. 2. Industry Overview - The digital transformation in the textile industry is expected to drive equipment upgrades, with fixed asset investment in the textile and apparel sector increasing by 20.1% year-on-year from January to August 2025 [16]. The sewing machinery industry has seen a 32.5% year-on-year increase in export delivery value in the first half of 2025 [16]. 3. Company Outlook - The company is committed to product innovation, with plans to enhance the intelligent level of industrial sewing machines. It has established a robust R&D framework, with a goal to increase R&D expenditure to 10% of sales in the next 3-5 years [21][22]. The introduction of AI sewing machines is anticipated to create new growth points [25]. 4. Profit Forecast and Valuation - The company is projected to achieve revenues of 6.606 billion yuan, 7.529 billion yuan, and 8.288 billion yuan for the years 2025, 2026, and 2027, respectively. Corresponding net profits are expected to be 956 million yuan, 1.110 billion yuan, and 1.303 billion yuan [2][25]. The report indicates a favorable valuation with a projected PE ratio of 23.96 for 2025 [3][28].

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].

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]

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, as well as important components like motors and electronic controls [1]. Financial Performance - For the first half of 2025, Jack Technology achieved operating revenue of 3.373 billion yuan, representing a year-on-year growth of 4.27%. The net profit attributable to the parent company was 477 million yuan, with a year-on-year increase of 14.57% [2]. - Since its A-share listing, Jack Technology has distributed a total of 1.402 billion yuan in dividends, with 752 million yuan distributed over the past three years [3]. Stock Performance - As of September 18, Jack Technology's stock price increased by 2.02%, reaching 51.94 yuan per share, with a total market capitalization of 24.746 billion yuan. The stock has risen 73.22% year-to-date, with a 7.83% increase over the last five trading days [1]. - The company has seen a net outflow of 1.4202 million yuan in principal funds, with significant buying and selling activity from large orders [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Jack Technology was 10,000, an increase of 13.42% from the previous period. The average circulating shares per person decreased by 12.19% to 46,995 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 15.5558 million shares, an increase of 1.6101 million shares from the previous period. Other notable shareholders include Guangfa Stable Growth Mixed A and招商优势企业混合A, with changes in their holdings [3]. Industry Context - Jack Technology operates within the mechanical equipment sector, specifically in specialized equipment for textile and garment manufacturing. The company is associated with concepts such as mid-cap stocks, industrial internet, artificial intelligence, humanoid robots, and Industry 4.0 [2].

Core Viewpoint - Jack Technology's stock increased by 5.04% on September 16, reaching a price of 49.37 yuan per share, with a trading volume of 169 million yuan and a turnover rate of 0.74%, resulting in a total market capitalization of 23.521 billion yuan [1] Company Overview - Jack Technology Co., Ltd. is located in Taizhou, Zhejiang Province, and was established on August 27, 2003, with its listing date on January 19, 2017 [1] - The company's main business involves the research, production, and sales of industrial sewing machinery, including industrial sewing machines, cutting tables, and fabric laying machines, as well as key components like motors and electronic controls [1] - The revenue composition of the main business is as follows: intelligent industrial sewing machines 86.87%, intelligent cutting tables and fabric laying machines 10.21%, automatic sewing equipment for shirts and jeans 2.71%, and others 0.21% [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Chuangjin Hexin has a significant position in Jack Technology [2] - Chuangjin Hexin Qunli One-Year Open Mixed (MOM) A (011367) reduced its holdings by 89,400 shares in the second quarter, holding a total of 107,900 shares, which accounts for 3.32% of the fund's net value, ranking as the fifth-largest holding [2] - The fund has a current scale of 1.03 billion yuan, with a year-to-date return of 16.51%, ranking 4796 out of 8174 in its category, and a one-year return of 39.8%, ranking 4221 out of 7982 [2]