证券之星消息，根据企查查数据显示杰克科技（603337）公布了一项国际专利申请，专利名为"一种缝 纫机送料牙调节装置及缝纫机"，专利申请号为PCT/CN2025/115637，国际公布日为2026年2月26日。 专利详情如下： 图片来源：世界知识产权组织（WIPO） 今年以来杰克科技已公布的国际专利申请4个。结合公司2025年中报财务数据，2025上半年公司在研发 方面投入了2.57亿元，同比增22.94%。 数据来源：企查查 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Group 1: China Ping An - The core strategy of China Ping An is "comprehensive finance + medical care and elderly care," which aims to create a new value growth pole through a "product + service" model, leading to long-term stable profit growth [3][4] - The report suggests that the current market valuation of China Ping An is low, with a PEV of 0.75, and recommends a target market value of 1.6 trillion yuan, corresponding to a target price of 88.53 yuan per share [3][4] - The aging population in China and the increasing importance of commercial health insurance in medical payments are expected to enhance the effectiveness of the "product + service" model, positioning it as a new growth driver for the company [3][4] Group 2: Steel Research High Temperature Alloy - Steel Research High Temperature Alloy is a leading company in the high-temperature alloy sector, benefiting from strong demand in the aerospace industry and the trend towards technological self-sufficiency [5][6] - The company is expected to achieve steady growth in net profit, with forecasts of 132 million yuan, 152 million yuan, and 172 million yuan for 2025 to 2027, respectively [5][6] - The report highlights the resilience of the high-temperature alloy industry, driven by increasing defense budgets and the upgrade of aerospace equipment, which supports long-term demand [6][7] Group 3: CSPC Pharmaceutical Group - CSPC Pharmaceutical Group is recognized for its strong innovation capabilities, with a focus on oncology and chronic disease treatment pipelines, and has established an international business development ecosystem [8][9] - The company has entered a strategic collaboration with AstraZeneca to develop innovative long-acting peptide drugs, which is expected to generate significant revenue potential [9][10] - The report predicts EPS growth of 48%, 36%, and -7% for 2025 to 2027, with a target price of 16.58 HKD per share [8][9] Group 4: Real Estate Market - The real estate market in China is currently in a deep adjustment phase, with only 19% of cities showing signs of bottoming out as of Q4 2025 [18][19] - New home prices are experiencing significant fluctuations, particularly in first-tier cities, while second-hand home prices are generally declining [19][20] - The report indicates that the inventory clearance cycle is extending, with first-tier cities reaching 19-28 months and some second-tier cities exceeding 38 months [20] Group 5: Robotics and Automation - The company is actively expanding into the humanoid robotics sector, with new product launches expected to drive growth [21][22] - The report forecasts EPS of 1.14, 1.47, and 1.83 yuan for 2025 to 2027, with a target price of 147.00 yuan per share [21][22] - The company is leveraging its expertise in micro-drive systems to enhance its competitive position in the robotics market [22][23] Group 6: Energy Storage Sector - The energy storage sector is anticipated to see significant growth, with the introduction of capacity pricing mechanisms in provinces like Qinghai [36][37] - The report suggests that the demand for energy storage systems and batteries will increase, recommending several key stocks in this sector [36][37] - The expected growth rate for energy storage demand in 2026 is projected to be around 50% [38]

股票研究 /[Table_Date] 2026.02.26 [Table_Industry] 机械行业 出口链月度跟踪：主要航线海运费同比持续下 滑，2 月美国住房市场指数同比-14.29% | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 肖群稀(分析师) | 0755-23976830 | xiaoqunxi@gtht.com | S0880522120001 | | 赵玥炜(分析师) | 021-23185630 | zhaoyuewei@gtht.com | S0880525040040 | | 丁嘉一(分析师) | 021-23187266 | dingjiayi@gtht.com | S0880525080009 | 本报告导读： 美元兑人民币小幅贬值，主要航线海运费同比继续下滑；美国餐饮 RPI环比下降， 美国住房市场指数环比承压。 投资要点： [Table_Invest] 评级： 增持 [Table_Report] 相关报告 机械行业《特斯拉宣布重启光伏组件生产，三年 年化目标 100GW》2026.02.25 ...

股票研究 /[Table_Date] 2026.02.26 [Table_Industry] 机械行业 出口链月度跟踪：主要航线海运费同比持续下 滑，2 月美国住房市场指数同比-14.29% | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 肖群稀(分析师) | 0755-23976830 | xiaoqunxi@gtht.com | S0880522120001 | | 赵玥炜(分析师) | 021-23185630 | zhaoyuewei@gtht.com | S0880525040040 | | 丁嘉一(分析师) | 021-23187266 | dingjiayi@gtht.com | S0880525080009 | 本报告导读： 美元兑人民币小幅贬值，主要航线海运费同比继续下滑；美国餐饮 RPI环比下降， 美国住房市场指数环比承压。 投资要点： [Table_Invest] 评级： 增持 [Table_Report] 相关报告 机械行业《特斯拉宣布重启光伏组件生产，三年 年化目标 100GW》2026.02.25 ...

Core Viewpoint - The company, Jack Technology, is focused on its core business of intelligent manufacturing and aims to provide efficient and reliable smart manufacturing solutions through technological innovation [2] Group 1: Company Focus and Development - The company is currently engaged in research and development projects related to smart manufacturing, which are still in the stages of product development, technology validation, and joint innovation with customers [2] - No products that can be mass-produced and sold have been formed yet, indicating that the company is still in the early stages of its technological advancements [2] Group 2: Investment Considerations - There is uncertainty regarding the progress of the projects and technological iterations, which suggests potential investment risks [2]

Investment Rating - The report assigns an "Accumulate" rating for the industry [6] Core Insights - The report highlights a differentiated demand structure within the industry, with specific focus on export-oriented consumer enterprises that possess global manufacturing layouts, brand output capabilities, and channel integration advantages. These companies are expected to achieve sustained growth amid changing external environments and policy dynamics [4][7] - Key companies recommended for investment include: Juxing Technology, Yindu Co., Taotao Vehicle, Honghua Digital Science, and Jack Co. The report also mentions related companies such as Haoyang Co. [7][18] Summary by Relevant Sections Cost Tracking - The report notes a slight depreciation of the USD against the RMB, with the exchange rate at 6.95 as of January 30, 2026, reflecting a 1.30% increase from January 23, 2026. Additionally, shipping costs have decreased year-on-year across various routes, with the overall container freight index down by 16.92% year-on-year [7][15] Industry High-Frequency Data Tracking - The report provides insights into the U.S. restaurant industry, indicating a decrease in the Restaurant Performance Index (RPI) to 99.2 in November 2025, down 0.4% from October 2025. The U.S. housing market index also shows a significant year-on-year decline of 21.28% as of January 2026 [7][10][11] - In the motorcycle industry, the report notes a year-on-year increase in export volume by 15.83% despite a month-on-month decline of 2.73% in December 2025 [5] - The golf cart industry experienced a year-on-year export increase of 7.66% in December 2025, with total export value reaching $0.43 billion for the month [7][5]

Investment Rating - The report assigns an "Accumulate" rating for the industry [6] Core Insights - The report highlights a differentiated demand structure within the industry, with specific focus on export-oriented consumer enterprises that possess global manufacturing layouts, brand output capabilities, and channel integration advantages [4][7] - It emphasizes the importance of companies with diversified capacity allocation, stable customer loyalty, and pricing power to achieve sustained growth amid changing external environments and policy negotiations [7] - The report recommends specific companies such as Juxing Technology, Yindu Co., Taotao Vehicle, Honghua Digital Technology, and Jack Co. as key investment targets, while also mentioning Haoyang Co. as a related stock [7][18] Summary by Relevant Sections Cost Tracking - The report notes a slight depreciation of the USD against the RMB, with the exchange rate at 6.95 on January 30, 2026, reflecting a 1.30% increase from January 23, 2026 [7] - Shipping costs have decreased year-on-year across various routes, with the overall container freight index (CCFI) at 1175.59, down 16.92% year-on-year and 2.74% month-on-month [7] Industry High-Frequency Data Tracking - The report provides insights into the U.S. restaurant industry, indicating a decrease in the Restaurant Performance Index (RPI) to 99.2 in November 2025, down 0.4% from October 2025 [7] - The U.S. housing market index showed a year-on-year decline of 21.28% in January 2026, with a current index of 37, reflecting a 5.13% month-on-month decrease [7] - The golf cart industry experienced a year-on-year export increase of 7.66% in December 2025, with an export value of $0.43 billion for the month and a total of $3.63 billion for the year [7]

证券代码：603337 证券简称：杰克科技 公告编号：2026-001 杰克科技股份有限公司 关于股权激励限制性股票回购 注销实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： 登录新浪财经APP 搜索【信披】查看更多考评等级 （二）本次回购注销的相关人员、数量 一、本次限制性股票回购注销的决策与信息披露 1、2025年11月17日，公司召开第六届董事会第二十八次会议，审议通过了《关于回购注销部分限制性 股票及调整回购价格的议案》。具体内容详见公司于2025年11月18日在上海证券交易所网站 （www.sse.com.cn）披露的《关于回购注销部分限制性股票及调整回购价格的公告》（公告编号： 2025-078）。 ●回购注销原因：公司2023年限制性股票激励计划（以下简称"2023年激励计划"）首次授予中因激励对 象离职不再具备激励对象资格共涉及限制性股票数量15,600股，公司根据相关规定将上述激励对象已获 授但尚未解除限售的限制性股票合计15,600股进行回购注销处理。 2、2025年12月9日，公司 ...

证券代码：603337 证券简称：杰克科技 公告编号：2026-001 ●回购注销原因：公司 2023 年限制性股票激励计划（以下简称"2023 年激 励计划"）首次授予中因激励对象离职不再具备激励对象资格共涉及限制性股票 数量 15,600 股，公司根据相关规定将上述激励对象已获授但尚未解除限售的限 制性股票合计 15,600 股进行回购注销处理。 ●本次注销股份的有关情况 | 回购股份数量（股） | 注销股份数量（股） | 注销日期 | | --- | --- | --- | | 15,600 | 15,600 | 2026 年 2 月 5 日 | 一、本次限制性股票回购注销的决策与信息披露 1、2025 年 11 月 17 日，公司召开第六届董事会第二十八次会议，审议通过 了《关于回购注销部分限制性股票及调整回购价格的议案》。具体内容详见公司 于 2025 年 11 月 18 日在上海证券交易所网站（www.sse.com.cn）披露的《关于 回购注销部分限制性股票及调整回购价格的公告》（公告编号：2025-078）。 2、2025 年 12 月 9 日，公司在上海证券交易所网站（www.sse.com ...

北京国枫律师事务所 关于杰克科技股份有限公司 2023 年限制性股票激励计划首次授予部分 第二个解除限售期解除限售条件成就 暨调整回购价格及回购注销部分限制性股票 相关事宜的法律意见书 国枫律证字[2023] AN165-8 号 GRANDWAY 北京国枫律师事务所 关于杰克科技股份有限公司 北京国枫律师事务所 2023 年限制性股票激励计划首次授予部分 Grandway Law Offices 第二个解除限售期解除限售条件成就 北京市东城区建国门内大街 26 号新闻大厦 7 层、8 层 邮编: 100005 电话（Tel）: 010-88004488/66090088 传真(Fax): 010-66090016 释 义 本法律意见书中,除非文义另有所指,下列词语或简称具有如下含义: 杰克科技、公司 指 杰克科技股份有限公司 《激励计划》 /《股 《杰克科技股份有限公司 2023年限制性股票激励计划(草案)》 指 权激励计划》 本次激励计划/本激 指 杰克科技 2023 年限制性股票激励计划 励计划 本次解锁 指 本次激励计划首次授予部分第二个解除限售期解除限售条件成就 本次调整 指 调整本激励计划首次授予部 ...