601038 一拖股份
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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 · 09-20 20:22
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 · 09-13
每周股票复盘：一拖股份（601038）拟取消监事会并修订章程
每周股票复盘：一拖股份（601038）中报净利降15.06%
证券之星 · 08-31
每周股票复盘：一拖股份（601038）中报净利降15.06%
一拖股份（601038）2025年中报简析：净利润同比下降15.06%，公司应收账款体量较大
证券之星 · 08-29
一拖股份（601038）2025年中报简析：净利润同比下降15.06%，公司应收账款体量较大
一拖股份股价微涨0.30% 半年度净利润达7.69亿元
金融界 · 08-29
一拖股份股价微涨0.30% 半年度净利润达7.69亿元
国金证券：给予一拖股份买入评级
证券之星 · 08-29
国金证券：给予一拖股份买入评级
图解一拖股份中报：第二季度单季净利润同比下降21.71%
证券之星 · 08-28
图解一拖股份中报：第二季度单季净利润同比下降21.71%
一拖股份：2025年上半年净利润7.69亿元，同比下降15.06%
格隆汇 · 08-28
一拖股份：2025年上半年净利润7.69亿元，同比下降15.06%
一拖股份：确保柴油机在极端环境下仍能稳定运行
互动易 · 08-12
一拖股份：确保柴油机在极端环境下仍能稳定运行
第一拖拉机股份有限公司铸锻厂发布招标公告
DoNews · 08-09
第一拖拉机股份有限公司铸锻厂发布招标公告
第一拖拉机股份有限公司战略采购中心发布中厚板采购需求公告
DoNews · 08-08
第一拖拉机股份有限公司战略采购中心发布中厚板采购需求公告
河南海捷伦智能科技有限公司中标第一拖拉机股份有限公司中小拖公司采购项目
DoNews · 08-07
河南海捷伦智能科技有限公司中标第一拖拉机股份有限公司中小拖公司采购项目
第一拖拉机股份有限公司启动车身厂厂房网络改造项目招标
DoNews · 08-07
第一拖拉机股份有限公司启动车身厂厂房网络改造项目招标
一拖股份：公司已考虑、规划开展智慧农业管理平台及相关农业SaaS服务的建设
互动易 · 08-05
一拖股份：公司已考虑、规划开展智慧农业管理平台及相关农业SaaS服务的建设
一拖股份：受益农业机械化需求升级 大轮拖市场表现好于中轮拖
证券之星 · 08-05
一拖股份：受益农业机械化需求升级 大轮拖市场表现好于中轮拖
一拖股份：东方红LF2204无人驾驶拖拉机目前可以达到L2级别自动驾驶水平
互动易 · 07-31
一拖股份：东方红LF2204无人驾驶拖拉机目前可以达到L2级别自动驾驶水平
一拖股份：东方红拖拉机配套设计有满足散热需求的散热系统
互动易 · 07-31
一拖股份：东方红拖拉机配套设计有满足散热需求的散热系统
一拖股份：公司不生产工程机械未参与西藏配套计划
互动易 · 07-31
一拖股份：公司不生产工程机械未参与西藏配套计划
一拖股份：回购操作时间至股东周年大会当日或授权撤销/修改日
互动易 · 07-31
一拖股份：回购操作时间至股东周年大会当日或授权撤销/修改日
一拖股份：截至目前，公司未开展农机租赁业务
互动易 · 07-31
一拖股份：截至目前，公司未开展农机租赁业务
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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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04:22","pubTimestamp":1758399731,"startTime":"0","endTime":"0","summary":"截至2025年9月19日收盘，一拖股份（601038）报收于12.89元，较上周的13.1元下跌1.6%。本周，一拖股份9月15日盘中最高价报13.11元。9月18日盘中最低价报12.85元。一拖股份当前最新总市值144.84亿元，在专用设备板块市值排名21/177，在两市A股市值排名1312/5153。本周关注点交易信息汇总：9月18日一拖股份发生1笔大宗交易，成交金额751.23万元交易信息汇总9月18日一拖股份发生1笔大宗交易，成交金额751.23万元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":"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/RB2025092100001082.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":["BK0009","601038","BK0251","BK0188"],"gpt_icon":0},{"id":"2567136715","title":"每周股票复盘：一拖股份（601038）拟取消监事会并修订章程","url":"https://stock-news.laohu8.com/highlight/detail?id=2567136715","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2567136715?lang=zh_cn&edition=full","pubTime":"2025-09-14 05:27","pubTimestamp":1757798835,"startTime":"0","endTime":"0","summary":"截至2025年9月12日收盘，一拖股份报收于13.1元，较上周的13.01元上涨0.69%。本周，一拖股份9月8日盘中最高价报13.48元。本周关注点来自公司公告汇总：一拖股份拟取消监事会，其职权由董事会审计委员会行使。来自公司公告汇总：一拖股份2025年半年度每股派现0.06844元（含税）。","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/RB2025091400001321.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0188","601038","BK0251","BK0009"],"gpt_icon":0},{"id":"2563834791","title":"每周股票复盘：一拖股份（601038）中报净利降15.06%","url":"https://stock-news.laohu8.com/highlight/detail?id=2563834791","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2563834791?lang=zh_cn&edition=full","pubTime":"2025-08-31 14:20","pubTimestamp":1756621221,"startTime":"0","endTime":"0","summary":"截至2025年8月29日收盘，一拖股份报收于13.29元，较上周的13.59元下跌2.21%。本周，一拖股份8月26日盘中最高价报13.76元。股本股东变化截至2025年6月30日，一拖股份股东户数为3.63万户，较3月31日减少1090户，减幅2.91%。业绩披露要点一拖股份2025年中报显示，主营收入69.28亿元，同比下降11.26%；归母净利润7.69亿元，同比下降15.06%；扣非净利润6.92亿元，同比下降21.22%。公司公告汇总一拖股份2025年中期利润分配方案为：每10股派发现金股利0.6844元（含税）。","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/RB2025083100004868.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":["601038","BK0009","BK0188","BK0251"],"gpt_icon":0},{"id":"2563077088","title":"一拖股份（601038）2025年中报简析：净利润同比下降15.06%，公司应收账款体量较大","url":"https://stock-news.laohu8.com/highlight/detail?id=2563077088","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2563077088?lang=zh_cn&edition=full","pubTime":"2025-08-30 06:07","pubTimestamp":1756505231,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期一拖股份发布2025年中报。截至本报告期末，公司营业总收入69.28亿元，同比下降11.26%，归母净利润7.69亿元，同比下降15.06%。本报告期一拖股份公司应收账款体量较大，当期应收账款占最新年报归母净利润比达159.44%。去年的净利率为7.82%，算上全部成本后，公司产品或服务的附加值一般。持有一拖股份最多的基金为华夏国企改革混合，目前规模为1.48亿元，最新净值1.398，较上一交易日上涨0.58%，近一年上涨31.14%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025083000010208.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"],"gpt_icon":0},{"id":"2563276160","title":"一拖股份股价微涨0.30% 半年度净利润达7.69亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2563276160","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2563276160?lang=zh_cn&edition=full","pubTime":"2025-08-29 23:04","pubTimestamp":1756479882,"startTime":"0","endTime":"0","summary":"截至2025年8月29日15时，一拖股份最新股价为13.29元，较前一交易日上涨0.30%。当日成交量为78406手，成交金额1.04亿元。股价波动区间为13.11元至13.35元，振幅1.81%。一拖股份主要从事农业机械、动力机械及其零部件的研发、生产和销售。2025年上半年，公司实现营业收入69.28亿元，归母净利润7.69亿元。公司近期发布2025年半年度报告显示，上半年海外市场表现突出，拖拉机海外销量达5445台，同比增长29.37%。同时公司宣布中期分红计划，拟每10股派发现金股利0.6844元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/08/29230452819932.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":"jinrongjie_stock","symbols":["601038"],"gpt_icon":0},{"id":"2563901580","title":"国金证券：给予一拖股份买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2563901580","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2563901580?lang=zh_cn&edition=full","pubTime":"2025-08-29 12:29","pubTimestamp":1756441776,"startTime":"0","endTime":"0","summary":"国金证券股份有限公司满在朋近期对一拖股份进行研究并发布了研究报告《需求复苏在即，出口兑现增长》，给予一拖股份买入评级。但公司毛利率企稳，扣除新产品推广带来的影响后基本持平，说明主动去库周期接近尾声。最新盈利预测明细如下：该股最近90天内共有1家机构给出评级，买入评级1家；过去90天内机构目标均价为16.09。","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/RB2025082900020489.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"],"gpt_icon":0},{"id":"2562033220","title":"图解一拖股份中报：第二季度单季净利润同比下降21.71%","url":"https://stock-news.laohu8.com/highlight/detail?id=2562033220","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2562033220?lang=zh_cn&edition=full","pubTime":"2025-08-28 18:39","pubTimestamp":1756377582,"startTime":"0","endTime":"0","summary":"证券之星消息，一拖股份2025年中报显示，公司主营收入69.28亿元，同比下降11.26%；归母净利润7.69亿元，同比下降15.06%；扣非净利润6.92亿元，同比下降21.22%；其中2025年第二季度，公司单季度主营收入23.71亿元，同比下降24.74%；单季度归母净利润2.4亿元，同比下降21.71%；单季度扣非净利润1.65亿元，同比下降41.55%；负债率45.94%，投资收益9146.81万元，财务费用-164.21万元，毛利率16.03%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025082800035527.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"],"gpt_icon":0},{"id":"2562084248","title":"一拖股份：2025年上半年净利润7.69亿元，同比下降15.06%","url":"https://stock-news.laohu8.com/highlight/detail?id=2562084248","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2562084248?lang=zh_cn&edition=full","pubTime":"2025-08-28 17:23","pubTimestamp":1756373021,"startTime":"0","endTime":"0","summary":null,"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://www.gelonghui.com/rss/live/live.xml","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":"live_gelonghui","symbols":["BK0251","601038","BK0009","BK0188"],"gpt_icon":0},{"id":"2558868617","title":"一拖股份：确保柴油机在极端环境下仍能稳定运行","url":"https://stock-news.laohu8.com/highlight/detail?id=2558868617","media":"互动易","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2558868617?lang=zh_cn&edition=full","pubTime":"2025-08-12 15:33","pubTimestamp":1754983980,"startTime":"0","endTime":"0","summary":"有投资者向一拖股份提问， 尊敬的董秘您好，我想请问贵司的东方红柴油机和发电机在高原和低温环境下，产品的使用可靠性和耐用性，谢谢公司回答表示，东方红柴油机产品在研制过程中，针对高海拔、高寒等极端情况进行了一系列严苛的试验，确保柴油机在极端环境下仍能稳定运行，保证产品使用的可靠性和耐用性，为用户的各类作业提供保障。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025081215515597428d9a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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23:08","pubTimestamp":1754665683,"startTime":"0","endTime":"0","summary":"天眼查App显示，第一拖拉机股份有限公司战略采购中心于2025年08月07日在河南省发布《一拖战采中心2025年8月中厚板采购需求公告》。本次公告类型为招标公告，涉及中厚板采购需求。公告中明确采购标的物为Q355B-16*2200*L、Q355B-18*2200*L及Q355B-25*2200*L三种规格的中厚板，质量标准按照GB/T3274-2017执行。投标人需满足独立法人资格、良好信用记录及无行贿犯罪记录等资格要求。联系人谢秀秀，联系电话0379-64961421。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080823091294d7f3fb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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23:36","pubTimestamp":1754580963,"startTime":"0","endTime":"0","summary":"天眼查App显示，2025年08月06日，第一拖拉机股份有限公司中小拖公司发布2025年度新增一台电动牵引车项目成交公告。公告显示，此次采购项目的成交供应商为河南海捷伦智能科技有限公司，项目采用询价方式采购，公示起止时间为2025年08月06日09时00分至2025年08月08日18时00分。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080723363894d5d242&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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23:34","pubTimestamp":1754580842,"startTime":"0","endTime":"0","summary":"天眼查App显示，2025年8月6日，第一拖拉机股份有限公司发布招标公告，对位于河南省洛阳市建设路154号的第一拖拉机股份有限公司车身厂厂房网络改造项目进行公开招标。该项目旨在对车身厂主机房网络设备进行更换及厂房网络线路改造，涉及主干网光纤改造、主机房及厂房内网络设备更换、多个厂房网络点的综合布线及监控安装等内容。项目工期为30日历天，质量要求符合国家及相关行业标准。招标文件获取时间为2025年8月7日至2025年8月13日，开标时间为2025年8月27日15时整，采取远程不见面开标模式进行。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080723352794d5d1a5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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公司在农机作业大数据领域是否有商业化计划，未来是否会推出农业SaaS服务或与数字农业平台合作？公司回答表示，尊敬的投资者，您好！公司已考虑、规划开展智慧农业管理平台及相关农业SaaS服务的建设。感谢您对公司的关注，谢谢。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250805155618a47616e2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:33","pubTimestamp":1754379233,"startTime":"0","endTime":"0","summary":"证券之星消息，一拖股份(601038)08月05日在投资者关系平台上答复投资者关心的问题。投资者提问：请问贵司目前在手订单，高毛利机型（如大马力拖拉机）的产能及订单占比一拖股份回复：受益于农业机械化需求升级，大轮拖市场表现好于中轮拖。另一方面，在“优机优补”政策支持下，公司今年首次实现了大批量动力换向拖拉机的生产和商业化推广。产能方面，公司智能多用途大马力拖拉机能力提升项目有序实施，为满足市场对高端农机产品的需求提供有力支撑。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/RB2025080500020932.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":["601038","BK0251","BK0188","BK0009"],"gpt_icon":0},{"id":"2555971007","title":"一拖股份：东方红LF2204无人驾驶拖拉机目前可以达到L2级别自动驾驶水平","url":"https://stock-news.laohu8.com/highlight/detail?id=2555971007","media":"互动易","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2555971007?lang=zh_cn&edition=full","pubTime":"2025-07-31 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15:33","pubTimestamp":1753947188,"startTime":"0","endTime":"0","summary":"公司回答表示，在产品设计方面：东方红拖拉机均结合发动机与底盘实际，配套设计有满足散热需求、高性能的散热系统；同时，通过优化前机罩设计，满足散热器进风量要求与机罩密封性要求，更好保证发动机散热效果。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025073115533997298ea1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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