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0511评级日报
2025-05-12 01:48
鸿蒙PC即将发布,公司是稀缺的鸿蒙软硬一体化 厂商,AI应用、人形机器人等业务都有布局—— 0511评级日报 2025/05/11 18:26 鸿蒙迎密集催化,鸿蒙PC或即将发布,华为开发者大会HDC2025将于6月举办。公司是国内稀缺 的鸿蒙软硬一体化布局厂商。 【本文来自持牌证券机构,不代表平台观点,请独立判断和决策】 公司PC终端业务在党政教育行业稳居第一,鸿蒙PC或即将发布,预期公司将深度受益于鸿蒙 生态建设加速。 1、2024年,分产品来看,软件与数字技术服务业务实现营收181亿元,同比+3%;计 算产品与智能电子业务实现营收129亿元。24Q4的PC出货量同比+126%,市场份额居 国内第二;PC终端业务在党政教育行业稳居第一。 59.65 杰克股份 603337.SS 37.15 2、AI方面,公司在模型应用上与华为盘古大模型、阿里通义千问、微软、百度文心一 言、字节火山引擎等伙伴达成战略合作;在算力基础设施领域,携手华为昇腾等伙伴, 构建软硬一体AI生态服务能力。目前,公司推出的保险、零售、医疗营销等大模型已实 现客户落地。具身智能方面,公司于2024年成立软通天擎机器人科技有限公司并落户 无 ...
爆品战略成效显著 杰克股份去年业绩稳步增长
Zheng Quan Ri Bao· 2025-04-14 16:43
Core Insights - Jack Technology Co., Ltd. reported a revenue of 6.094 billion yuan for 2024, marking a year-on-year increase of 15.11%, with a net profit of 812 million yuan, up 50.86% [1] - The company focuses on intelligent manufacturing in the apparel sector, with significant revenue contributions from its main products, including smart industrial sewing machines and automatic sewing equipment [1][2] Revenue Breakdown - Smart industrial sewing machines generated 5.264 billion yuan, a growth of 14.69% year-on-year [1] - Smart cutting and laying machines achieved 626 million yuan in revenue, up 14.36% [1] - Shirt and denim automatic sewing equipment reached 182 million yuan, reflecting a 25.12% increase [1] Strategic Initiatives - The company has implemented a successful "explosive product" strategy, focusing on flagship products "Fast Response King" and "Overlock King," which have sold 801,300 units as of November 5, 2024, with a GMV increase of 68% during the "Double 11" shopping period [2] - Jack Technology emphasizes a dual strategy of domestic and international sales, achieving 3.128 billion yuan in domestic revenue (up 28.57%) and 2.944 billion yuan in overseas revenue (up 3.30%) [2] Future Plans - In 2025, the company aims to deepen its presence in key markets such as Bangladesh, Vietnam, Cambodia, and Indonesia, focusing on high-end channels and major global clients [3] - The company plans to enhance local operations and improve sales efficiency and service quality in overseas markets [3] Shareholder Returns - Jack Technology announced a cash dividend of 5 yuan per 10 shares, totaling 230 million yuan, with a commitment to a mid-term dividend of 139 million yuan, leading to an expected total dividend of 369 million yuan for the year, representing 45.44% of net profit [3] - The dividend plan reflects the company's strong financial health and commitment to shareholder value, enhancing investor confidence [3]