杰克股份所属申万行业为：机械设备-专用设备-纺织服装设备。所属概念板块包括：人形机器人、工业 互联网、中盘、工业4.0、人工智能等。 今年以来杰克股份已经1次登上龙虎榜，最近一次登上龙虎榜为8月15日。 机构持仓方面，截止2025年6月30日，杰克股份十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1555.58万股，相比上期增加161.01万股。广发稳健增长混合A（270002）位居第八大流通 股东，持股555.00万股，相比上期减少195.00万股。招商优势企业混合A（217021）位居第九大流通股 东，持股500.00万股，为新进股东。 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%。 责任编辑：小浪快报 9月4日，杰 ...

Core Viewpoint - The company reported its 2025 semi-annual results, showing stable revenue growth despite challenges from international trade protectionism and geopolitical conflicts, with a focus on strategic transformation and product innovation [1][2]. Financial Performance - In the first half of 2025, the company 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% [1]. - In Q2 2025, the company recorded operating revenue of 1.580 billion yuan, a year-on-year decrease of 1.61%, while net profit was 232 million yuan, an increase of 1.28% [1][2]. - The gross profit margin for the first half of 2025 was 34.07%, up 2.26 percentage points year-on-year, and the net profit margin was 14.44%, an increase of 1.48 percentage points [2]. Operational Efficiency - The company's inventory turnover days decreased to 59.74 days, down 1.16 days year-on-year, and accounts receivable turnover days decreased to 53.48 days, down 2.75 days [3]. - The net cash flow from operating activities was 532 million yuan, a year-on-year decrease of 16.31% due to high base effects from previous years [3]. Research and Development - R&D expenses for the first half of 2025 were 257 million yuan, a year-on-year increase of 22.94%, with an R&D expense ratio of 7.62%, up 1.16 percentage points [3]. - The company applied for a total of 334 patents in the first half of 2025, with 148 patents granted, maintaining a leading position in patent applications in the industry for 12 consecutive years [3]. Industry Overview - The sewing machinery industry showed overall stability in production, with external demand increasing while internal demand faced challenges, particularly due to U.S. tariff policies [4]. - In the first half of 2025, China's sewing machinery product exports reached 1.999 billion USD, a year-on-year increase of 24.31%, marking a historical high for the same period [4]. - Domestic sales of sewing equipment saw a decline of approximately 30-35% due to various adverse factors [4]. Company Positioning - The company is a leading player in the global sewing equipment industry, with a strong marketing network covering over 170 countries and regions [5]. - In the first half of 2025, the company's intelligent industrial sewing machines generated revenue of 2.930 billion yuan, a year-on-year increase of 4.57% [6]. - The company is focusing on integrating AI and robotics into the garment industry, achieving significant breakthroughs in high-end AI sewing machines and automation technologies [6].

杰克股份成立三十周年庆典现场，杰克股份创始人、董事长阮积祥戴了一副黑框眼镜亮相，向全球客户 分享公司的最新技术与未来愿景。阮积祥如何带领杰克股份穿越三十年风雨？在他眼中，技术跃迁、收 购整合、全球化布局里又有怎样的长期主义逻辑？ 杰克股份成立三十周年庆典现场，杰克股份创始人、董事长阮积祥戴了一副黑框眼镜亮相，向全球客户 分享公司的最新技术与未来愿景。 记者问："这是VR眼镜吗？"阮积祥笑着点点头："没错。" 在新技术显现时"尝鲜"、在多数人观望时落子，这种"比风向更早转舵"的敏锐嗅觉，塑造了阮积祥的行 事风格，也贯穿杰克股份三十年的发展历程。 在中国制造企业普遍寻求智能化转型的当下，扎根工业缝纫机行业三十年的杰克股份正在完成跨越式升 级：从单一设备制造商，转型为面向全球的服装智能制造成套解决方案服务商；从传统工业制造， 向"机器人+AI+缝制机械"多技术融合的智能高端路线升级。 阮积祥如何带领杰克股份穿越三十年风雨？在他眼中，技术跃迁、收购整合、全球化布局里又有怎样的 长期主义逻辑？ 杰克的三次"先手" 杰克股份的发展历程中，有三次关键的"先手"。 第一次，在寒潮来临前完成转向。 杰克股份初创于1995年。彼 ...

Summary of Conference Call Records Company and Industry Involved - **Company**: Softcom Power (软通动力) - **Industry**: PC and AI Technology, Robotics Key Points and Arguments 1. **Upcoming Product Launch**: The HarmonyOS PC is expected to be released soon, coinciding with the Huawei Developer Conference (HDC2025) scheduled for June. The company is recognized as a rare player in the HarmonyOS integrated hardware and software market in China [1][2][4] 2. **Revenue Growth**: For 2024, the software and digital technology services segment is projected to generate revenue of 18.1 billion yuan, reflecting a year-on-year increase of 3%. The computing products and smart electronics segment is expected to achieve revenue of 12.9 billion yuan. In Q4 2024, PC shipments are anticipated to increase by 126% year-on-year, with the company holding the second-largest market share in China. The PC terminal business is the leading player in the government and education sectors [2][4] 3. **AI Collaborations**: The company has formed strategic partnerships for model applications with major players such as Huawei, Alibaba, Microsoft, Baidu, and ByteDance. In the infrastructure domain, it collaborates with Huawei Ascend to build an integrated AI ecosystem. The company has successfully implemented large models in sectors like insurance, retail, and healthcare [2][4] 4. **Robotics Initiatives**: In 2024, the company established the Softcom Tianqing Robotics Technology Co., Ltd. in Wuxi and has partnered with Zhiyuan Robotics to develop humanoid robots for general scenarios [2][4] 5. **Market Positioning**: The company is positioned to benefit significantly from the accelerated development of the HarmonyOS ecosystem, given its unique integrated hardware and software strategy [2][4] Other Important but Possibly Overlooked Content - **Competitor Insights**: The records also mention other companies in related sectors, such as: - **JACK Co.**: Reported a revenue of 1.79 billion yuan in Q1 2025, a year-on-year increase of 10.06%, with a net profit of 250 million yuan, up 30.76% year-on-year. The company is focusing on high-end AI sewing machines and humanoid robots [4] - **Yunsheng Electronics**: Achieved a Q1 revenue of 14.576 billion yuan, a year-on-year increase of 9.78%, with a net profit of 340 million yuan, reflecting a year-on-year increase of 11.08% [4] - **Market Risks**: The documents include a disclaimer about market risks and the need for independent judgment in investment decisions [5]

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]