601038 一拖股份
已收盘 02-06 15:00:00
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每周股票复盘:一拖股份(601038)两项目中标额合计9419.64万
证券之星 · 01:53
每周股票复盘:一拖股份(601038)两项目中标额合计9419.64万
一拖股份与中联工程携手,为合作项目提供涂装生产线工艺设备
美股速递 · 02-03
一拖股份与中联工程携手,为合作项目提供涂装生产线工艺设备
一拖股份旗下柴油机公司拟投建立体仓库 强化缸体缸盖仓储能力
美股速递 · 02-03
一拖股份旗下柴油机公司拟投建立体仓库 强化缸体缸盖仓储能力
一拖股份与一拖柴油机签署工业产品购销合同
美股速递 · 02-03
一拖股份与一拖柴油机签署工业产品购销合同
一拖股份中标非道路国五柴油发动机产业化项目公开招标
美股速递 · 02-03
一拖股份中标非道路国五柴油发动机产业化项目公开招标
股市必读:一拖股份(601038)2月2日收盘跌6%,主力净流出1384.47万元
证券之星 · 02-03
股市必读:一拖股份(601038)2月2日收盘跌6%,主力净流出1384.47万元
每周股票复盘:一拖股份(601038)控股股东权益变动交易终止
证券之星 · 01-11
每周股票复盘:一拖股份(601038)控股股东权益变动交易终止
一拖股份(601038)披露控股股东权益变动进展公告,1月5日股价下跌1.2%
证券之星 · 01-05
一拖股份(601038)披露控股股东权益变动进展公告,1月5日股价下跌1.2%
一拖股份最新公告:因股份转让协议先决条件无法成就终止股权置换及相关协议
证券之星 · 01-05
一拖股份最新公告:因股份转让协议先决条件无法成就终止股权置换及相关协议
港股异动 | 一拖股份(00038)涨近3% 公司加速推进出海战略 海外业务增长动能充足
智通财经 · 2025-12-31
港股异动 | 一拖股份(00038)涨近3% 公司加速推进出海战略 海外业务增长动能充足
华安证券:给予一拖股份买入评级
证券之星 · 2025-12-28
华安证券:给予一拖股份买入评级
港股异动 | 一拖股份(00038)再涨超9% 近三日累涨逾两成 海外收入占比仍有较大提升空间
智通财经 · 2025-12-12
港股异动 | 一拖股份(00038)再涨超9% 近三日累涨逾两成 海外收入占比仍有较大提升空间
一拖股份盘中涨近4% 公司有望受益农机设备升级
新浪港股 · 2025-12-11
一拖股份盘中涨近4% 公司有望受益农机设备升级
港股异动 | 一拖股份(00038)早盘涨超11% 公司有望受益农业现代化转型 出口业务将成新增长点
智通财经网 · 2025-12-10
港股异动 | 一拖股份(00038)早盘涨超11% 公司有望受益农业现代化转型 出口业务将成新增长点
一拖股份(601038)披露拟召开2025年第三次临时股东会,11月24日股价上涨1.19%
证券之星 · 2025-11-24
一拖股份(601038)披露拟召开2025年第三次临时股东会,11月24日股价上涨1.19%
一拖股份(601038)披露2025年第三季度报告,10月29日股价上涨0.85%
证券之星 · 2025-10-29
一拖股份(601038)披露2025年第三季度报告,10月29日股价上涨0.85%
图解一拖股份三季报:第三季度单季净利润同比增长15.14%
证券之星 · 2025-10-28
图解一拖股份三季报:第三季度单季净利润同比增长15.14%
一拖股份(601038)披露关于取消监事会及修订公司章程的议案,9月29日股价下跌0.16%
证券之星 · 2025-09-29
一拖股份(601038)披露关于取消监事会及修订公司章程的议案,9月29日股价下跌0.16%
每周股票复盘:一拖股份(601038)9月18日发生大宗交易成交751.23万元
证券之星 · 2025-09-21
每周股票复盘:一拖股份(601038)9月18日发生大宗交易成交751.23万元
每周股票复盘:一拖股份(601038)拟取消监事会并修订章程
证券之星 · 2025-09-14
每周股票复盘:一拖股份(601038)拟取消监事会并修订章程
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公司概况
公司名称:
第一拖拉机股份有限公司
所属行业:
专用设备制造业
上市日期:
2012-08-08
主营业务:
第一拖拉机股份有限公司的主营业务是农业机械、动力机械及相关零部件产品的研发、制造和销售。公司的主要产品是拖拉机产品、零部件产品、柴油机产品。
发行价格:
5.40
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2026-02-09。","hkstockBrief":{"symbol":"00038","market":"HK","secType":"STK","nameCN":"第一拖拉机股份","latestPrice":8.85,"timestamp":1770365284002,"preClose":9.16,"halted":0,"volume":2472516,"delay":0,"premium":"-42.39"},"floatMarketCap":9980000000},"requestUrl":"/m/hq/s/601038","defaultTab":"news","newsList":[{"id":"2609525537","title":"每周股票复盘:一拖股份(601038)两项目中标额合计9419.64万","url":"https://stock-news.laohu8.com/highlight/detail?id=2609525537","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609525537?lang=zh_cn&edition=full","pubTime":"2026-02-08 01:53","pubTimestamp":1770486790,"startTime":"0","endTime":"0","summary":"截至2026年2月6日收盘,一拖股份报收于13.64元,较上周的15.01元下跌9.13%。本周,一拖股份2月2日盘中最高价报14.96元。一拖股份当前最新总市值153.27亿元,在专用设备板块市值排名22/177,在两市A股市值排名1359/5186。本周关注点公司公告汇总:一拖股份两项目中标金额合计9419.64万元,交易构成关联交易但可免于按关联交易方式披露。两家中标企业均为公司实际控制人国机集团下属企业,交易构成关联交易。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026020800000452.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601038","BK0009","BK0188","BK0251"],"gpt_icon":0},{"id":"1194635658","title":"一拖股份与中联工程携手,为合作项目提供涂装生产线工艺设备","url":"https://stock-news.laohu8.com/highlight/detail?id=1194635658","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1194635658?lang=zh_cn&edition=full","pubTime":"2026-02-03 22:00","pubTimestamp":1770127215,"startTime":"0","endTime":"0","summary":"一拖股份(601038)宣布,其与中国联合工程有限公司(简称“中联工程”)达成合作协议,将为特定合作项目供应涂装生产线所需的工艺设备。此次合作旨在整合双方在机械制造与工程服务领域的专业优势,提升项目在涂装环节的效率与质量。涂装作为生产线中的关键工序,其设备性能直接影响产品的表面处理效果与耐用性。一拖股份凭借其在农业机械制造领域的经验,将提供定制化的涂装解决方案,而中联工程则负责整体工艺设计与集成。这一合作有望进一步强化双方在工业装备领域的协同效应,为项目落地提供技术支持。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0251","BK0009","601038","BK0188"],"gpt_icon":0},{"id":"1154268218","title":"一拖股份旗下柴油机公司拟投建立体仓库 强化缸体缸盖仓储能力","url":"https://stock-news.laohu8.com/highlight/detail?id=1154268218","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1154268218?lang=zh_cn&edition=full","pubTime":"2026-02-03 21:26","pubTimestamp":1770125198,"startTime":"0","endTime":"0","summary":"一拖股份(601038)旗下柴油机业务板块启动仓储设施升级项目,计划通过专业采购服务建设专用于气缸体、气缸盖等核心零部件的立体仓储系统。该项目旨在优化零部件存储效率,提升生产供应链协同能力。\n作为国内拖拉机行业龙头企业,一拖股份持续完善产业链配套布局。此次立体仓库建设将采用垂直空间利用方案,大幅提升仓储密度与物流周转效率,为柴油机业务高质量发展提供基础设施支撑。\n业内分析指出,智能化仓储建设已成为制造业企业提质增效的关键举措。一拖股份通过升级核心零部件仓储体系,有望进一步巩固其在农机动力领域的竞争优势。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["601038","BK0188","BK0009","BK0251"],"gpt_icon":0},{"id":"1158623210","title":"一拖股份与一拖柴油机签署工业产品购销合同","url":"https://stock-news.laohu8.com/highlight/detail?id=1158623210","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1158623210?lang=zh_cn&edition=full","pubTime":"2026-02-03 21:25","pubTimestamp":1770125116,"startTime":"0","endTime":"0","summary":"一拖股份(601038)宣布,其子公司北企院已与一拖柴油机有限公司正式签订工业产品购销合同。该协议的签署标志着双方在产业链协同与合作方面迈出重要一步,将进一步优化资源配置,提升市场竞争力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0188","BK0009","BK0251","601038"],"gpt_icon":0},{"id":"1113688662","title":"一拖股份中标非道路国五柴油发动机产业化项目公开招标","url":"https://stock-news.laohu8.com/highlight/detail?id=1113688662","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1113688662?lang=zh_cn&edition=full","pubTime":"2026-02-03 21:24","pubTimestamp":1770125087,"startTime":"0","endTime":"0","summary":"一拖股份(601038)成功中标非道路国五柴油发动机产业化项目的公开招标。这一突破标志着公司在柴油发动机技术产业化领域取得重要进展,为未来业务拓展奠定坚实基础。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["601038","BK0251","BK0188","BK0009"],"gpt_icon":0},{"id":"2608943899","title":"股市必读:一拖股份(601038)2月2日收盘跌6%,主力净流出1384.47万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2608943899","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608943899?lang=zh_cn&edition=full","pubTime":"2026-02-03 01:36","pubTimestamp":1770053773,"startTime":"0","endTime":"0","summary":"截至2026年2月2日收盘,一拖股份报收于14.11元,下跌6.0%,换手率2.33%,成交量17.03万手,成交额2.45亿元。来自资金流向:前10个交易日主力资金累计净流出2341.57万元,融资余额同期增加596.25万元。交易信息汇总股价提醒2月2日一拖股份收盘报14.11元,跌6%,当日成交1703.03万元。资金流向2月2日主力资金净流出1384.47万元,占总成交额5.65%;游资资金净流入1136.88万元,占总成交额4.64%;散户资金净流入247.6万元,占总成交额1.01%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026020300001029.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0251","601038","BK0188","BK0009"],"gpt_icon":0},{"id":"2602529536","title":"每周股票复盘:一拖股份(601038)控股股东权益变动交易终止","url":"https://stock-news.laohu8.com/highlight/detail?id=2602529536","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602529536?lang=zh_cn&edition=full","pubTime":"2026-01-11 03:47","pubTimestamp":1768074427,"startTime":"0","endTime":"0","summary":"截至2026年1月9日收盘,一拖股份报收于14.24元,较上周的14.17元上涨0.49%。本周,一拖股份1月9日盘中最高价报14.43元。本周关注点公司公告汇总:控股股东权益变动交易因先决条件未达成而终止。截至公告日,因《股份转让协议》的先决条件无法成就,导致两项协议无法履行,交易终止。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011100001155.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0188","601038","BK0009","BK0251"],"gpt_icon":0},{"id":"2601870068","title":"一拖股份(601038)披露控股股东权益变动进展公告,1月5日股价下跌1.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2601870068","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601870068?lang=zh_cn&edition=full","pubTime":"2026-01-05 22:41","pubTimestamp":1767624079,"startTime":"0","endTime":"0","summary":"截至2026年1月5日收盘,一拖股份报收于14.0元,较前一交易日下跌1.2%,最新总市值为157.31亿元。公司近日发布公告称,控股股东中国一拖集团有限公司与洛阳工业控股集团有限公司原拟实施股权置换,双方已于2023年12月22日签署《减资协议》及《股份转让协议》,约定通过减资回购与股份转让互为前提的方式进行交易。截至公告日,因《股份转让协议》的先决条件无法成就,导致两项协议无法履行,交易终止。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026010500040474.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0009","BK0188","BK0251","601038"],"gpt_icon":0},{"id":"2601885408","title":"一拖股份最新公告:因股份转让协议先决条件无法成就终止股权置换及相关协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2601885408","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601885408?lang=zh_cn&edition=full","pubTime":"2026-01-05 18:41","pubTimestamp":1767609672,"startTime":"0","endTime":"0","summary":"一拖股份(601038.SH)公告称,公司近日收到控股股东中国一拖通知,因《股份转让协议》的先决条件无法成就,导致《减资协议》及《股份转让协议》无法履行,将终止本次股权置换事项及相关协议。目前上述协议未实际履行,中国一拖仍持有公司48.81%的股份,本次终止不会对公司股权结构和日常生产经营造成影响。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。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026010500030077.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0251","BK0009","BK0188","601038"],"gpt_icon":0},{"id":"2595747978","title":"港股异动 | 一拖股份(00038)涨近3% 公司加速推进出海战略 海外业务增长动能充足","url":"https://stock-news.laohu8.com/highlight/detail?id=2595747978","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595747978?lang=zh_cn&edition=full","pubTime":"2025-12-31 11:15","pubTimestamp":1767150952,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,一拖股份涨近3%,截至发稿,涨2.2%,报8.36港元,成交额1796.43万港元。消息面上,近日,一拖股份在投资者互动平台表示,海外业务是公司的重点布局方向,公司正以“打造世界级品牌”为目标,加速推进出海战略,针对不同国家和地区的市场需求特点,实施差异化销售政策和产品组合。高盛认为,一拖股份在中国农业现代化转型中处于有利位置,能把握拖拉机大型化及规格升级中的行业结构性增长机遇,同时亦具有长期的出口潜力。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1387521.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0251","BK0009","BK0188","BK1174","601038","BK1543","00038"],"gpt_icon":0},{"id":"2594295252","title":"华安证券:给予一拖股份买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2594295252","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594295252?lang=zh_cn&edition=full","pubTime":"2025-12-28 14:50","pubTimestamp":1766904623,"startTime":"0","endTime":"0","summary":"华安证券股份有限公司王璐近期对一拖股份进行研究并发布了研究报告《业绩短期承压,高端化和出海驱动增长》,给予一拖股份买入评级。此次新品发布,标志着一拖股份在重型动力换挡拖拉机关键技术领域实现又一重大突破,彰显其在高端农机赛道的技术积淀与竞争实力。公司当前股价对应PE为18/17/16倍,维持“买入”投资评级。最新盈利预测明细如下:该股最近90天内共有2家机构给出评级,买入评级1家,增持评级1家。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025122800002832.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601038","600909"],"gpt_icon":0},{"id":"2590445525","title":"港股异动 | 一拖股份(00038)再涨超9% 近三日累涨逾两成 海外收入占比仍有较大提升空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2590445525","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590445525?lang=zh_cn&edition=full","pubTime":"2025-12-12 09:57","pubTimestamp":1765504661,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,一拖股份再涨超9%,近三个交易日累计涨幅超20%,截至发稿,截至发稿,涨7.8%,报8.71港元,成交额4814.88万港元。长期来看,出口业务有望成为公司增长的另一大支柱,随着一拖股份不断提升其全球竞争力,出口有望成为长期增长的新驱动力。海外农机市场广阔,公司2025年上半年海外收入仅占总营业收入的9.5%,对比工程机械行业平均50%的海外收入占比仍有较大提升空间。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"b8ae0b76e69e12658e97b0c466cd5caa","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1380722.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1543","BK0251","601038","BK0188","00038","BK0009","BK1174"],"gpt_icon":0},{"id":"2590565274","title":"一拖股份盘中涨近4% 公司有望受益农机设备升级","url":"https://stock-news.laohu8.com/highlight/detail?id=2590565274","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590565274?lang=zh_cn&edition=full","pubTime":"2025-12-11 11:30","pubTimestamp":1765423800,"startTime":"0","endTime":"0","summary":" 一拖股份昨日收涨10%,今日盘中涨近4%。截至发稿,股价上涨2.90%,现报8.15港元,成交额6684.77万港元。 高盛发布研报称,一拖股份处在能够捕捉中国拖拉机大型化/高端化升级趋势带来的结构性增长机遇并实现长期出口潜力的有利地位。这些转变应能推动一拖股份的利润率和回报状况逐步向全球同业靠拢,并驱动盈利加速增长。该行预计,到2030年,出口在公司总收入中的占比将提高一倍。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-12-11/doc-inhakwap8325585.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["601038","BK0188","BK0251","BK0009"],"gpt_icon":0},{"id":"2590723483","title":"港股异动 | 一拖股份(00038)早盘涨超11% 公司有望受益农业现代化转型 出口业务将成新增长点","url":"https://stock-news.laohu8.com/highlight/detail?id=2590723483","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590723483?lang=zh_cn&edition=full","pubTime":"2025-12-10 11:26","pubTimestamp":1765337195,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,一拖股份早盘涨超11%,截至发稿,涨11.39%,报8.02港元,成交额7226.29万港元。高盛发布研报称,一拖股份是中国最大的农用拖拉机生产商。长期来看,出口业务有望成为公司增长的另一大支柱,随着一拖股份不断提升其全球竞争力,出口有望成为长期增长的新驱动力。该行认为,这些结构性转变将推动一拖股份的利润率和回报状况逐步向全球同业靠拢,并为该股偏低的估值带来向上重估机会。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1379743.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["BK0251","BK0009","BK0188","BK1174","601038","BK1543","00038"],"gpt_icon":0},{"id":"2585460278","title":"一拖股份(601038)披露拟召开2025年第三次临时股东会,11月24日股价上涨1.19%","url":"https://stock-news.laohu8.com/highlight/detail?id=2585460278","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2585460278?lang=zh_cn&edition=full","pubTime":"2025-11-24 22:13","pubTimestamp":1763993632,"startTime":"0","endTime":"0","summary":"截至2025年11月24日收盘,一拖股份报收于12.77元,较前一交易日上涨1.19%,最新总市值为143.49亿元。该股当日开盘12.63元,最高12.93元,最低12.56元,成交额达8027.97万元,换手率为0.86%。公司近日发布公告称,第一拖拉机股份有限公司将于2025年12月16日召开2025年第三次临时股东会,会议采取现场投票与网络投票相结合的方式,股权登记日为2025年12月4日。A股股东可通过上海证券交易所网络投票系统进行投票。中小投资者对相关议案将实行单独计票。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025112400035346.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601038","BK0009","BK0188","BK0251"],"gpt_icon":0},{"id":"2579697540","title":"一拖股份(601038)披露2025年第三季度报告,10月29日股价上涨0.85%","url":"https://stock-news.laohu8.com/highlight/detail?id=2579697540","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2579697540?lang=zh_cn&edition=full","pubTime":"2025-10-29 18:08","pubTimestamp":1761732522,"startTime":"0","endTime":"0","summary":"截至2025年10月29日收盘,一拖股份报收于13.07元,较前一交易日上涨0.85%,最新总市值为146.86亿元。该股当日开盘13.02元,最高13.08元,最低12.93元,成交额达6484.36万元,换手率为0.68%。近日,一拖股份发布2025年第三季度报告。公告显示,公司2025年前三季度实现营业总收入9,702,504,828.09元,较上年同期减少9.63%;归属于上市公司股东的净利润为994,186,668.67元,同比下降9.69%。其中,2025年第三季度单季归属于上市公司股东的净利润为225,151,227.06元,同比增长15.14%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025102900038321.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0009","BK0188","BK0251","601038"],"gpt_icon":0},{"id":"2578195590","title":"图解一拖股份三季报:第三季度单季净利润同比增长15.14%","url":"https://stock-news.laohu8.com/highlight/detail?id=2578195590","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2578195590?lang=zh_cn&edition=full","pubTime":"2025-10-28 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22:47","pubTimestamp":1759157235,"startTime":"0","endTime":"0","summary":"截至2025年9月29日收盘,一拖股份报收于12.6元,较前一交易日下跌0.16%,最新总市值为141.58亿元。该股当日开盘12.65元,最高12.68元,最低12.49元,成交额达4521.49万元,换手率为0.49%。出席会议股东共283人,代表有表决权股份总数631,327,386股,占公司总股本的56.186%。所有议案均获通过,无否决议案。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025092900035817.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0251","BK0188","601038","BK0009"],"gpt_icon":0},{"id":"2569246982","title":"每周股票复盘:一拖股份(601038)9月18日发生大宗交易成交751.23万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2569246982","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2569246982?lang=zh_cn&edition=full","pubTime":"2025-09-21 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