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

智通财经APP获悉，一拖股份(00038)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。在中国为实现粮食安全而向农业现代化转型的背景下，公司处于有利地位，能够捕捉拖拉机大型化和高端化升级所带来的结构性增长机会。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...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2590723483?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-12-10 11:26","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2590723483","market":"sg","top_or_hot":-1,"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","media":"智通财经网","content":"<div>\n<p>智通财经APP获悉，一拖股份(00038)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。在中国为实现粮食安全而向农业现代化转型的背景下，公司处于有利地位，能够捕捉拖拉机大型化和高端化升级所带来的结构性增长机会。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...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1379743.html\">网页链接</a>\n\n</div>\n","source":"highlight_zhitongcaijin","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<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</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n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\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-10 11:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1379743.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，一拖股份(00038)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。在中国为实现粮食安全而向农业现代化转型的背景下，公司处于有利地位，能够捕捉拖拉机大型化和高端化升级所带来的结构性增长机会。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...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1379743.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0009","symbol_name":"债转股","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1379743.html","article_id":"2590723483","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2590723483","pubTimestamp":1765337195,"columns":[],"sourceInfo":{"source_id":"highlight_zhitongcaijin","name":"智通财经网"},"weMediaInfo":null,"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。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"601038":"一拖股份","BK0009":"债转股","BK0251":"专用设备","00038":"第一拖拉机股份","BK1543":"农业股票概念","BK0188":"融资融券","BK1174":"农用农业机械"},"translate_title":"Changes in Hong Kong stocks | YTO shares (00038) rose more than 11% in early trading. The company is expected to benefit from agricultural modernization and transformation, and the export business will become a new growth point","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601038":1.5,"00038":1.5},"content_text":"智通财经APP获悉，一拖股份(00038)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。在中国为实现粮食安全而向农业现代化转型的背景下，公司处于有利地位，能够捕捉拖拉机大型化和高端化升级所带来的结构性增长机会。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。更多港股重磅资讯，下载智通财经app更多港股及海外理财资讯，请点击www.zhitongcaijing.com（搜索“智通财经”）；欲加入智通港股投资群，请加智通客服微信(ztcjkf)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2590723483","isCrawlerRequest":true}

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

精彩评论

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