易方达新丝路混合（001373）成立日期2015年5月27日，最新规模28.29亿。今年以来收益8.19%，同类 排名2707/8861；近一年收益29.51%，同类排名4261/8126；成立以来收益126%。 易方达新丝路混合（001373）基金经理为王司南、邱天蓝。 截至发稿，王司南累计任职时间1年164天，现任基金资产总规模28.29亿元，任职期间最佳基金回报 48.09%， 任职期间最差基金回报48.09%。 邱天蓝累计任职时间1年70天，现任基金资产总规模31.67亿元，任职期间最佳基金回报27.87%， 任职 期间最差基金回报-0.12%。 1月27日，杰克科技涨5.25%，截至发稿，报47.32元/股，成交1.71亿元，换手率0.78%，总市值225.45亿 元。 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 ...

Group 1 - Jack Technology's stock increased by 5.19%, reaching a price of 41.32 yuan per share, with a trading volume of 126 million yuan and a turnover rate of 0.66%, resulting in a total market capitalization of 19.686 billion yuan [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 - The fund "Puyin Ansheng High-end Equipment Mixed A" holds a significant position in Jack Technology, with 510,300 shares, accounting for 6.6% of the fund's net value, making it the fourth-largest holding [2] - The fund has achieved a year-to-date return of 54.01%, ranking 989 out of 8087 in its category, and a one-year return of 52.15%, ranking 920 out of 8071 [2] - The fund manager, Li Haoxuan, has been in charge for 3 years and 6 days, with the fund's total asset size at 3.425 billion yuan and a best return of 105.27% during his tenure [3]

Core Viewpoint - Jack Technology's stock has shown a mixed performance in recent trading, with a year-to-date increase of 30.90% but a decline of 3.40% over the last five trading days [1] Group 1: Stock Performance - As of December 24, Jack Technology's stock price is 39.25 CNY per share, with a market capitalization of 18.7 billion CNY [1] - The stock has experienced a trading volume of 29.83 million CNY, with a turnover rate of 0.16% [1] - Year-to-date, the stock has risen by 30.90%, but it has decreased by 3.40% in the last five trading days and 16.10% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Jack Technology reported a revenue of 4.967 billion CNY, representing a year-on-year growth of 5.53% [2] - The net profit attributable to shareholders for the same period was 682 million CNY, reflecting a year-on-year increase of 10.06% [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Jack Technology has increased to 13,500, a rise of 34.46% from the previous period [2] - The average number of circulating shares per shareholder is 34,969, which is a decrease of 25.59% from the previous period [2] - The company has distributed a total of 1.402 billion CNY in dividends since its A-share listing, with 752 million CNY distributed in the last three years [3]

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 electrical controls [1]. Financial Performance - As of September 30, 2025, Jack Technology achieved a revenue of 4.967 billion yuan, representing a year-on-year growth of 5.53%. The net profit attributable to shareholders was 682 million yuan, reflecting a year-on-year increase of 10.06% [2]. - The company has distributed a total of 1.402 billion yuan in dividends since its A-share listing, with 752 million yuan distributed over the past three years [3]. Stock Performance - On December 22, Jack Technology's stock price decreased by 2.00%, trading at 39.11 yuan per share, with a total market capitalization of 18.633 billion yuan. The stock has increased by 30.43% year-to-date, with a 0.85% increase over the last five trading days and a 2.89% increase over the last 20 days, but a decline of 15.73% over the last 60 days [1]. - The company has seen a net outflow of 3.1494 million yuan in principal funds, with large orders accounting for 8.73% of purchases and 11.84% of sales [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 13,500, a rise of 34.46%, while the average circulating shares per person decreased by 25.59% to 34,969 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 14.1993 million shares, a decrease of 1.3565 million shares from the previous period [3].

Group 1 - Jack Technology's stock price increased by 5.28% to 40.10 CNY per share, with a trading volume of 76.85 million CNY and a turnover rate of 0.41%, resulting in a total market capitalization of 19.105 billion CNY [1] - The stock has experienced a continuous rise for three days, with a cumulative increase of 1.14% during this period [1] - Jack Technology specializes in the research, production, and sales of industrial sewing machinery, with its main revenue sources being smart industrial sewing machines (86.87%), smart cutting beds and spreading machines (10.21%), and automatic sewing equipment for shirts and jeans (2.71%) [1] Group 2 - The fund "Puyin Ansheng High-end Equipment Mixed A" holds a significant position in Jack Technology, with 510,300 shares, accounting for 6.6% of the fund's net value, making it the fourth-largest holding [2] - The fund has generated a floating profit of approximately 1.0257 million CNY today, with a floating profit of 219,400 CNY during the three-day increase [2] - The fund has achieved a year-to-date return of 48.71% and a one-year return of 64.76%, ranking 776 out of 8130 and 375 out of 8054 respectively [2]

Core Viewpoint - Jack Technology's stock has experienced fluctuations, with a year-to-date increase of 33.90% but a recent decline over various trading periods, indicating potential volatility in its market performance [1]. Financial Performance - For the period from January to September 2025, Jack Technology reported 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]. Stock Market Activity - As of November 12, Jack Technology's stock price was 40.15 yuan per share, with a market capitalization of 19.129 billion yuan [1]. - The stock has seen a net outflow of 1.228 million yuan in principal funds, with a trading volume of 40.4539 million yuan and a turnover rate of 0.21% [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with the last occurrence on August 15 [1]. Shareholder Information - As of September 30, the number of shareholders for Jack Technology increased to 13,500, a rise of 34.46% from the previous period [2]. - The average number of circulating shares per shareholder 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 past three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was 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 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].