601038 一拖股份
已收盘 04-28 15:00:00
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一拖股份：一季度净利润5.63亿元，同比增长6.23%
南方财经网 · 18:06
一拖股份：一季度净利润5.63亿元，同比增长6.23%
每周股票复盘：一拖股份（601038）将审议一季度业绩
证券之星 · 04-19
每周股票复盘：一拖股份（601038）将审议一季度业绩
一拖股份（601038）披露将于4月28日审议2026年第一季度业绩，4月16日股价上涨0.47%
证券之星 · 04-16
一拖股份（601038）披露将于4月28日审议2026年第一季度业绩，4月16日股价上涨0.47%
国金证券：给予一拖股份买入评级
证券之星 · 03-27
国金证券：给予一拖股份买入评级
图解一拖股份年报：第四季度单季净利润同比下降1.87%
证券之星 · 03-27
图解一拖股份年报：第四季度单季净利润同比下降1.87%
一拖股份公布2025年度利润分配方案：每10股派发现金红利1.9746元（含税）
美股速递 · 03-26
一拖股份公布2025年度利润分配方案：每10股派发现金红利1.9746元（含税）
一拖股份（601038）披露独立董事2025年度述职报告，3月26日股价下跌1.81%
证券之星 · 03-26
一拖股份（601038）披露独立董事2025年度述职报告，3月26日股价下跌1.81%
一拖股份(601038.SH)发布2025年度业绩，归母净利润8.12亿元，同比下降11.94%
智通财经 · 03-26
一拖股份(601038.SH)发布2025年度业绩，归母净利润8.12亿元，同比下降11.94%
每周股票复盘：一拖股份（601038）将发布2025年度业绩
证券之星 · 03-15
每周股票复盘：一拖股份（601038）将发布2025年度业绩
一拖股份（601038）披露董事会会议公告，审议2025年年度业绩及末期股息建议，3月13日股价下跌3.73%
证券之星 · 03-13
一拖股份（601038）披露董事会会议公告，审议2025年年度业绩及末期股息建议，3月13日股价下跌3.73%
异动快报：一拖股份（601038）3月12日13点2分触及涨停板
中金财经 · 03-12
异动快报：一拖股份（601038）3月12日13点2分触及涨停板
一拖股份午前涨超6% 高盛重申“买入”评级
新浪港股 · 03-12
一拖股份午前涨超6% 高盛重申“买入”评级
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 · 02-08
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%
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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制造销售农业机械及动力机械。公司的主要产品是拖拉机产品、柴油机及新型动力总成、铸锻件、齿轮传动零部件、非道路车桥、变速箱、驾驶室/覆盖件。公司及下属柴油机公司入选2025年度国家级绿色工厂。
发行价格：
5.40
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18:06","pubTimestamp":1777370760,"startTime":"0","endTime":"0","summary":"南财智讯4月28日电，一拖股份公告，公司2026年第一季度实现营业收入46.69亿元，同比增长2.47%；利润总额6.43亿元，同比增长3.30%；归属于上市公司股东的净利润5.63亿元，同比增长6.23%；经营活动产生的现金流量净额2.30亿元，同比大幅增长164.44%。","market":"hk","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":"http://finance.eastmoney.com/a/202604283722477856.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":"stock_eastmoney","symbols":["601038"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628751385","title":"每周股票复盘：一拖股份（601038）将审议一季度业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=2628751385","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628751385?lang=zh_cn&edition=full","pubTime":"2026-04-19 03:31","pubTimestamp":1776540667,"startTime":"0","endTime":"0","summary":"截至2026年4月17日收盘，一拖股份报收于12.67元，较上周的12.63元上涨0.32%。本周，一拖股份4月16日盘中最高价报12.96元。4月13日盘中最低价报12.49元。一拖股份当前最新总市值142.37亿元，在专用设备板块市值排名25/178，在两市A股市值排名1482/5198。本周关注点公司公告汇总：一拖股份董事会将于2026年4月28日召开会议，审议批准截至2026年3月31日的第一季度业绩。公告发布日期为2026年4月15日。董事会成员包括执行董事、非执行董事、独立非执行董事及职工董事。","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/RB2026041900001224.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":["BK0251","BK0188","BK0009","601038"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627296260","title":"一拖股份（601038）披露将于4月28日审议2026年第一季度业绩，4月16日股价上涨0.47%","url":"https://stock-news.laohu8.com/highlight/detail?id=2627296260","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627296260?lang=zh_cn&edition=full","pubTime":"2026-04-16 17:44","pubTimestamp":1776332677,"startTime":"0","endTime":"0","summary":"截至2026年4月16日收盘，一拖股份报收于12.89元，较前一交易日上涨0.47%，最新总市值为144.84亿元。该股当日开盘12.74元，最高12.96元，最低12.72元，成交额达8785.5万元，换手率为0.93%。公司于近日发布H股公告，宣布将于2026年4月28日举行董事会会议，以审议及批准本公司及其附属公司截至2026年3月31日止三个月的第一季度业绩，以及处理其他事项。董事会成员包括执行董事、非执行董事、独立非执行董事及职工董事。","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/RB2026041600032279.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","BK0251","BK0009","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622184598","title":"国金证券：给予一拖股份买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2622184598","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622184598?lang=zh_cn&edition=full","pubTime":"2026-03-27 08:41","pubTimestamp":1774572087,"startTime":"0","endTime":"0","summary":"国金证券股份有限公司满在朋,李子安近期对一拖股份进行研究并发布了研究报告《业绩筑底，看好出口增长与全球复苏》，给予一拖股份买入评级。 经营分析 业绩略低于预期，主因研发费用开支较高。 盈利预测、估值与评级 预测26/27/28年公司实现归母净利润9.4亿/11.3亿/13.6亿元，同比+15.6%/+20.7%/+20.1%，对应当前PE为15/12/10X，维持“买入”评级。 风险提示 农产品价格波动风险；补贴政策变动风险；海外市场经营风险。","market":"hk","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/RB2026032700011877.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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622898381","title":"图解一拖股份年报：第四季度单季净利润同比下降1.87%","url":"https://stock-news.laohu8.com/highlight/detail?id=2622898381","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622898381?lang=zh_cn&edition=full","pubTime":"2026-03-27 01:46","pubTimestamp":1774547197,"startTime":"0","endTime":"0","summary":"证券之星消息，一拖股份2025年年报显示，当年度公司主营收入108.23亿元，同比下降9.09%；归母净利润8.12亿元，同比下降11.94%；扣非净利润7.08亿元，同比下降18.37%；其中2025年第四季度，公司单季度主营收入11.2亿元，同比下降4.1%；单季度归母净利润-1.82亿元，同比下降1.87%；单季度扣非净利润-2.02亿元，同比下降0.4%；负债率45.48%，投资收益1.83亿元，财务费用141.65万元，毛利率15.15%。财报数据概要请见下图: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":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026032700003741.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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1133207211","title":"一拖股份公布2025年度利润分配方案：每10股派发现金红利1.9746元（含税）","url":"https://stock-news.laohu8.com/highlight/detail?id=1133207211","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1133207211?lang=zh_cn&edition=full","pubTime":"2026-03-26 22:30","pubTimestamp":1774535416,"startTime":"0","endTime":"0","summary":"第一拖拉机股份有限公司（股票代码：601038，简称：一拖股份）近日披露了其2025年度的利润分配预案。根据该方案，公司拟向全体股东实施现金分红，具体标准为每10股派发含税现金红利人民币1.9746元。\n此次利润分配方案充分体现了公司重视股东回报、积极与投资者共享经营成果的经营理念。稳定的现金分红政策不仅有助于提升投资者的信心，也反映了公司稳健的财务状况和良好的未来现金流预期。","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":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0251","601038","BK0009","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622660328","title":"一拖股份（601038）披露独立董事2025年度述职报告，3月26日股价下跌1.81%","url":"https://stock-news.laohu8.com/highlight/detail?id=2622660328","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622660328?lang=zh_cn&edition=full","pubTime":"2026-03-26 22:24","pubTimestamp":1774535066,"startTime":"0","endTime":"0","summary":"截至2026年3月26日收盘，一拖股份报收于13.0元，较前一交易日下跌1.81%，最新总市值为146.07亿元。该股当日开盘13.24元，最高13.35元，最低12.92元，成交额达9510.23万元，换手率为0.99%。近日，一拖股份发布《独立董事2025年度述职报告（王书茂）》。","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/RB2026032600044522.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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622855444","title":"一拖股份(601038.SH)发布2025年度业绩，归母净利润8.12亿元，同比下降11.94%","url":"https://stock-news.laohu8.com/highlight/detail?id=2622855444","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622855444?lang=zh_cn&edition=full","pubTime":"2026-03-26 17:59","pubTimestamp":1774519141,"startTime":"0","endTime":"0","summary":"智通财经APP讯，一拖股份 发布2025年年度报告，报告期内，公司实现营业收入108.23亿元，同比下降9.09%。实现归属于上市公司股东的净利润8.12亿元，同比下降11.94%。受行业大环境影响，报告期内公司大中型拖拉机产品累计销售6.37万台，柴油机产品累计销售13.67万台。","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":"http://www.zhitongcaijing.com/content/detail/1419567.html","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":"stock_zhitongcaijing","symbols":["601038"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2619120102","title":"每周股票复盘：一拖股份（601038）将发布2025年度业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=2619120102","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619120102?lang=zh_cn&edition=full","pubTime":"2026-03-15 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22:28","pubTimestamp":1773412105,"startTime":"0","endTime":"0","summary":"截至2026年3月13日收盘，一拖股份报收于15.23元，较前一交易日下跌3.73%，最新总市值为171.13亿元。该股当日开盘15.83元，最高15.84元，最低15.18元，成交额达5.11亿元，换手率为4.53%。近日，一拖股份发布董事会会议公告，宣布将于2026年3月26日举行董事会会议，审议及批准公司及其附属公司截至2025年12月31日止年度的全年业绩、末期股息建议，并处理其他事项。本公告依据香港联合交易所上市规则第13.43条刊发。","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/RB2026031300041731.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":["BK0009","BK0188","BK0251","601038"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618862907","title":"异动快报：一拖股份（601038）3月12日13点2分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2618862907","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618862907?lang=zh_cn&edition=full","pubTime":"2026-03-12 13:32","pubTimestamp":1773293540,"startTime":"0","endTime":"0","summary":"证券之星3月12日盘中消息，13点2分一拖股份(601038)触及涨停板。其所属行业专用设备目前下跌。领涨股为一拖股份。该股为大农业，乡村振兴，国企改革概念热股。3月11日的资金流向数据方面，主力资金净流入161.43万元，占总成交额1.31%，游资资金净流出494.2万元，占总成交额4.01%，散户资金净流入332.76万元，占总成交额2.7%。近5日资金流向一览见下表： 一拖股份主要指标及行业内排名如下： 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":"us","thumbnail":" http://caiji.3g.cnfol.com/colect/202603/12/20260312855609.png","type":0,"news_type":0,"thumbnails":[" 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高盛则表示，作为传统和智能拖拉机市场的龙头企业，一拖股份是拖拉机行业周期拐点的主要受益者。该行指出，在中国农机设备大型化/高端化升级趋势下，一拖股份的盈利能力蕴含显著的提升空间，并正逐步兑现。重申“买入”评级。","market":"sg","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://finance.sina.com.cn/stock/hkstock/marketalerts/2026-03-12/doc-inhqsxnq4947344.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":"sina","symbols":["601038"],"isVideo":false,"video":null,"gpt_icon":0},{"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":"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/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":["BK0188","BK0251","BK0009","601038"],"isVideo":false,"video":null,"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":["BK0188","BK0251","601038","BK0009"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1154268218","title":"一拖股份旗下柴油机公司拟投建立体仓库 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