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研報掘金丨華鑫證券:維持傑克股份“買入”評級 人形機器人引領智能縫製第二增長曲線
格隆匯 06-18 17:16

華鑫證券研報指出,紡服機械行業景氣度修復,傑克股份內銷和出口均實現穩步增長。佈局人形機器人,開闢智能縫製新空間。2024年縫製機械行業銷售、出口等核心指標轉正,其中內銷總量達235萬台,同比增長27%,出口額34.24億美元,同比增長18.39%,恢復至2022年高位水平,月均出口額淨增0.44億美元。傑克股份正加速智能化轉型,核心聚焦高端AI縫紉機及人形機器人開發,推動AI、機器人與服裝工藝的深度融合,人形機器人引領智能縫製第二增長曲線。此外,傑克海外業務作為公司核心增長引擎,通過“營銷鐵三角”模式在越南、柬埔寨建立頭部客户樣板工廠,並推動聯合創新模式從國內延伸至海外,實現需求匹配與商業化落地。維持“買入”投資評級。

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