港股详情

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第一拖拉机股份

9.450

+0.0900.96%

成交量：398.60万

成交额：3,805.34万

市值：106.22亿

市盈率：11.22

高：9.730

开：9.225

低：9.155

收：9.360

52周最高：10.312

52周最低：6.330

股本：11.24亿

香港流通股本：3.92亿

量比：1.31

换手率：1.02%

股息：0.31

股息率：3.28%

每股收益(LYR):0.843

净资产收益率：9.67%

总资产收益率：2.79%

市净率：1.11

市盈率(LYR):11.22

市销率: 0.77

数据加载中...

总览公司新闻公告

重型机械股集体走弱中国重汽(03808)领跌3.53% 机构料上半年工程机械业绩或稳健修复

第一拖拉机股份4月股份变动月报表：股本维持不变

异动解读 | 一季度净利润增长6.23%叠加拟收购农机装备股权，第一拖拉机股份盘中大涨5.21%

第一拖拉机股份(00038)拟受让黑龙江北大荒垦征农机装备39%股权

第一拖拉机股份2025年营收108.23亿元净利润8.60亿元同比双降

第一拖拉机股份(00038)发布一季度业绩归母净利润约5.63亿元同比增长6.23%

第一拖拉机股份2026年第一季度营收46.69亿元，经调整净利润5.61亿元

第一拖拉机股份(00038)出现大手卖出59.6万股，成交价$8.9，涉资530.44万

阿斯达克财经

首季中国经济调研行|车间造“利器” 田间护春耕——黑龙江农机企业春耕保供观察

中国金融信息网

第一拖拉机股份(00038.HK)拟4月28日举行董事会会议以审批一季度业绩

重型机械股集体走低中国重汽(03808)跌4.81%、三一国际(00631)跌3.66%

第一拖拉机股份更新2026年3月股份变动月报表，股本维持稳定

第一拖拉机股份将于股东批准后派发中期股息每股0.20元

第一拖拉机股份(00038)发布2025年度业绩，归母净利润8.12亿元，同比下降11.9%

第一拖拉机股份(00038)将于股东大会后派发2025年度股息每股0.19746元

【券商聚焦】中信建投：1-2月挖机出口高增，预计Q1业绩将有较好表现

第一拖拉机股份(00038.HK)拟3月26日举行董事会会议以审批年度业绩

港股异动 | 一拖股份(00038)午前涨超6% 全球农机龙头一季度财报超预期公司受益行业周期拐点

每日卖空追踪 | 第一拖拉机股份 03月10日卖空量成交1.2万股，卖空比例为0.56%

政策支持预期升温工程机械股走高中联重科(01157)涨5.45%

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16:36","pubTimestamp":1777883794,"startTime":"0","endTime":"0","summary":"第一拖拉机股份有限公司（H股代码：00038，A股代码：601038）于2026年5月4日发布公告，披露截至2026年4月30日的证券变动月报表。\n公告显示，报告期内公司法定/注册股本总额为人民币1,123,645,275元，维持不变。其中，H股已发行股份数量为391,940,000股（面值1元），A股已发行股份数量为731,705,275股（面值1元），报告期内两类股份均无新增发行、购回、注销或库藏股变动，公司股本结构整体保持稳定。\n公告同时提及，公司已符合上市规则所要求的公众持股量规定。本次月报由联席公司秘书刘斌签署。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00038"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1111238437","title":"异动解读 | 一季度净利润增长6.23%叠加拟收购农机装备股权，第一拖拉机股份盘中大涨5.21%","url":"https://stock-news.laohu8.com/highlight/detail?id=1111238437","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1111238437?lang=zh_cn&edition=fundamental","pubTime":"2026-04-29 09:43","pubTimestamp":1777427008,"startTime":"0","endTime":"0","summary":"第一拖拉机股份(00038)今日盘中大涨5.21%，引起了市场的广泛关注。消息面上，公司发布了2026年第一季度业绩报告，显示营业收入约46.69亿元，同比增长2.47%；归属于上市公司股东的净利润约5.63亿元，同比增长6.23%。这一稳健的业绩增长增强了投资者对公司基本面的信心。此外，公司还公告拟透过公开竞买方式收购黑龙江北大荒垦征农机装备有限公司39%的股权，并在交易完成后拟向目标公司增资约800万元人民币。这一战略举措被视为公司在农机装备领域的进一步扩张，有望增强公司的产业链协同效应和长期发展潜力。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["00038"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630958614","title":"第一拖拉机股份(00038)拟受让黑龙江北大荒垦征农机装备39%股权","url":"https://stock-news.laohu8.com/highlight/detail?id=2630958614","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2630958614?lang=zh_cn&edition=fundamental","pubTime":"2026-04-28 23:02","pubTimestamp":1777388531,"startTime":"0","endTime":"0","summary":"智通财经APP讯，第一拖拉机股份 发布公告，公司拟透过北京产权交易所公开竞买的方式受让而智能研究院公司则出售于目标公司的39%股权。如竞买成功，待受让事项完成后，公司拟向目标公司增资约人民币800万元。于本公告日期，北大荒农业服务集团有限公司持有目标公司的51%股权，而智能研究院公司则持有其余49%股权。中国一拖持有智能研究院公司的48.48%股权。","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/1435736.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_zhitongcaijing","symbols":["BK0012","BK0188","00038","BK1174","BK0227","BK1543","BK0028","BK0104","600598"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1165026588","title":"第一拖拉机股份2025年营收108.23亿元 净利润8.60亿元 同比双降","url":"https://stock-news.laohu8.com/highlight/detail?id=1165026588","media":"公告速递","labels":["dataReport","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1165026588?lang=zh_cn&edition=fundamental","pubTime":"2026-04-28 22:57","pubTimestamp":1777388238,"startTime":"0","endTime":"0","summary":"第一拖拉机股份在2025年度报告中披露，报告期内实现营业收入108.23亿元人民币，较2024年下降9.09%，主要受销量及市场环境影响。合并报表下净利润为8.60亿元，同比下降7.63%，其中归属于母公司股东的净利润为8.12亿元，较上年减少11.96%。公司管理层表示，2025年1-6月期间累计实现利润6.88亿元，全年经营保持稳定，但下半年业绩有所放缓。截至报告期末，公司股本总数约为30.491亿股，控股股东中国一拖集团有限公司持股比例48.81%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"第一拖拉机股份2025年营收108.23亿元 净利润8.60亿元 同比双降","news_tag":"dataReport,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00038"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630458680","title":"第一拖拉机股份(00038)发布一季度业绩 归母净利润约5.63亿元 同比增长6.23%","url":"https://stock-news.laohu8.com/highlight/detail?id=2630458680","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2630458680?lang=zh_cn&edition=fundamental","pubTime":"2026-04-28 22:52","pubTimestamp":1777387931,"startTime":"0","endTime":"0","summary":"智通财经APP讯，第一拖拉机股份(00038)发布2026年第一季度业绩，营业收入约46.69亿元，同比增长2.47%;归属于上市公司股东的净利润约5.63亿元，同比增长6.23%;基本每股收益0.5006元。","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://www.zhitongcaijing.com/content/detail/1435726.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":["00038"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1100751827","title":"第一拖拉机股份2026年第一季度营收46.69亿元，经调整净利润5.61亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1100751827","media":"公告速递","labels":["dataReport","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1100751827?lang=zh_cn&edition=fundamental","pubTime":"2026-04-28 22:47","pubTimestamp":1777387641,"startTime":"0","endTime":"0","summary":"第一拖拉机股份公布2026年第一季度业绩，营业收入46.69亿元，同比增长2.47%。公告显示，第一拖拉机股份在2026年第一季度实现营业收入4,669,282,989.26元，折合约46.69亿元；公司经调整净利润（扣非后）约为5.61亿元，相较上年同期的52.71亿元增长6.47%。从成本结构来看，报告期内营业成本占营收的比重约为83.50%；销售费用率约为0.67%，管理费用率约为1.37%，研发费用率约为2.02%。与上年同期相比，公司的销售回款增多也带动了整体现金流改善。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"第一拖拉机股份2026年第一季度营收46.69亿元，经调整净利润5.61亿元","news_tag":"dataReport,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00038"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629897510","title":"第一拖拉机股份(00038)出现大手卖出59.6万股，成交价$8.9，涉资530.44万","url":"https://stock-news.laohu8.com/highlight/detail?id=2629897510","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629897510?lang=zh_cn&edition=fundamental","pubTime":"2026-04-24 14:00","pubTimestamp":1777010400,"startTime":"0","endTime":"0","summary":"[大手成交]第一拖拉机股份(00038)在下午02:00出现大手卖出，成交量为59.6万，成交价为港币$8.9，涉资530.44万。至目前为止，股价升4.094%，今日最高价为$8.94，而最低价为$8.36，总成交量为416.8万股，总成交金额港币$3.676千万。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2604245400/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2604245400/aamm-all-category","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":"aastocks_highlight","symbols":["BK1174","00038","BK1543"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628175045","title":"首季中国经济调研行|车间造“利器” 田间护春耕——黑龙江农机企业春耕保供观察","url":"https://stock-news.laohu8.com/highlight/detail?id=2628175045","media":"中国金融信息网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2628175045?lang=zh_cn&edition=fundamental","pubTime":"2026-04-19 10:06","pubTimestamp":1776564360,"startTime":"0","endTime":"0","summary":"新华财经北京4月19日电 谷雨时节临近，黑龙江春耕生产全面启动。农机是农业生产的“利器”。　　黑龙江德沃科技开发有限公司播种机生产现场。新华社记者孙晓宇 摄在保障传统农机供应的同时，黑龙江农机企业加速布局智能装备领域，让春耕更高效、精准。2025年，黑龙江全省粮食总产量1640.06亿斤、再创历史新高，增产39.7亿斤、占全国增量23.6%，总产量、净增量均居全国首位。","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":"https://finance.sina.com.cn/jjxw/2026-04-19/doc-inhuyvrk1668716.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":"sina","symbols":["BK4588","601038","DRAG","ASHS","HXC","00038","ASHR","FIRRY","BK4504","LU0963586101.USD","KWEB","BK4614","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627285677","title":"第一拖拉机股份(00038.HK)拟4月28日举行董事会会议以审批一季度业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=2627285677","media":"中金财经","labels":["conferences"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627285677?lang=zh_cn&edition=fundamental","pubTime":"2026-04-15 18:37","pubTimestamp":1776249422,"startTime":"0","endTime":"0","summary":"格隆汇4月15日丨第一拖拉机股份(00038.HK)公告，将于2026年4月28日举行董事会会议，以审议及批准(当中包括)刊发公司及其附属公司截至2026年3月31日止3个月的第一季度业绩，以及处理任何其他事项。","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":"http://sc.stock.cnfol.com/gushizhibo/20260415/32145698.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["00038","BK1543","BK1174"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627944094","title":"重型机械股集体走低 中国重汽(03808)跌4.81%、三一国际(00631)跌3.66%","url":"https://stock-news.laohu8.com/highlight/detail?id=2627944094","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627944094?lang=zh_cn&edition=fundamental","pubTime":"2026-04-14 13:43","pubTimestamp":1776145436,"startTime":"0","endTime":"0","summary":"金吾财讯 | 重型机械股集体走低，中国重汽 跌4.81%，三一国际跌3.66%，人和科技跌3.10%，森松国际跌2.42%，铁建装备跌1.16%，第一拖拉机股份跌0.83%，中联重科跌0.67%，中国龙工跌0.30%。西南证券表示，2026年3月，工程机械景气度延续抬升，“更新周期+外需拉动”仍是主线。3月挖机销量同比增长26%，带动一季度销量累计同比增长19%，出口累计同比增长36%，内销累计同比增长8%。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978897","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":["000951","01786","BK1158","HK0000252152.HKD","08140","BK1171","LU0287142896.SGD","01157","LU0173614495.USD","BK0028","LU1171460220.USD","BK1505","SG9999011746.SGD","BK1183","BK1587","BK0186","BK0264","BK1548","HK0000252160.HKD","03808","00038","02155","SG9999014674.SGD","BK1543","BK1174","LU2279858448.HKD","03339","IE0034224299.USD","00631","HK0000500386.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1164959810","title":"第一拖拉机股份更新2026年3月股份变动月报表，股本维持稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=1164959810","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1164959810?lang=zh_cn&edition=fundamental","pubTime":"2026-04-02 17:08","pubTimestamp":1775120934,"startTime":"0","endTime":"0","summary":"第一拖拉机股份有限公司于2026年4月2日公布截至2026年3月31日的股份变动月报表。报告期内，公司注册股本与已发行股份数量未发生任何变动，整体股本保持稳定。公司截至2026年3月底的H股注册股本为391,940,000股，与上月底一致；A股注册股本为731,705,275股，与上月底持平；两者合计注册股本为1,123,645,275股。公司在本次月报中同时确认其已根据香港联合交易所有限公司《上市规则》的相关规定，维持了足够的公众持股量。公告由联席公司秘书刘斌正式提交。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00038"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1177777935","title":"第一拖拉机股份将于股东批准后派发中期股息每股0.20元","url":"https://stock-news.laohu8.com/highlight/detail?id=1177777935","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1177777935?lang=zh_cn&edition=fundamental","pubTime":"2026-03-26 23:02","pubTimestamp":1774537332,"startTime":"0","endTime":"0","summary":"第一拖拉机股份于2026年3月26日发布公告，披露2025年年度利润分配方案以及2026年中期利润分配授权。公告显示，本次股息类型为末期股息，股息性质为普通股息，每股人民币0.19746元，折算后四舍五入为每股0.20元。股东批准日期、除净日、派息日以及相关过户登记手续的具体安排尚待公司进一步公布。公司预计以港币形式派发予香港股东，具体金额和汇率以后续公告为准。此外，公司提示股息涉及的代扣所得税信息仍有待公布。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00038"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622519861","title":"第一拖拉机股份(00038)发布2025年度业绩，归母净利润8.12亿元，同比下降11.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2622519861","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622519861?lang=zh_cn&edition=fundamental","pubTime":"2026-03-26 22:56","pubTimestamp":1774536991,"startTime":"0","endTime":"0","summary":"智通财经APP讯，第一拖拉机股份(00038)发布截至2025年12月31日止年度业绩，营业总收入108.23亿元(人民币，下同)，同比下降9.1%;归属于母公司所有者的净利润8.12亿元，同比下降11.9%;基本每股收益0.7226元，拟每10股派发现金红利1.9746元(含税)。报告期内，公司营业收入同比下降，主要是因为报告期内公司主导产品销量同比下降所致。","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":"http://www.zhitongcaijing.com/content/detail/1419979.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":["00038"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1114563686","title":"第一拖拉机股份(00038)将于股东大会后派发2025年度股息每股0.19746元","url":"https://stock-news.laohu8.com/highlight/detail?id=1114563686","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1114563686?lang=zh_cn&edition=fundamental","pubTime":"2026-03-26 22:53","pubTimestamp":1774536829,"startTime":"0","endTime":"0","summary":"第一拖拉机股份于3月26日董事会会议通过2025年度利润分配方案，拟向全体股东派发每股0.19746元(含税)的现金红利。该方案以股权登记日登记的总股本为基数，暂预计合计派发22,187.50万元现金股利(含税)，占2025年归属上市公司股东净利润的36.80%。如公司总股本于权益分派实施前发生变动，将在维持分配总额不变的情况下相应调整每股分配比例。根据公告，截至2025年12月31日，公司母公司报表未分配利润为293,043.09万元。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00038"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620407010","title":"【券商聚焦】中信建投：1-2月挖机出口高增，预计Q1业绩将有较好表现","url":"https://stock-news.laohu8.com/highlight/detail?id=2620407010","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620407010?lang=zh_cn&edition=fundamental","pubTime":"2026-03-18 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中信建投发研报指，工程机械：1-2月挖机出口高增，预计Q1业绩将有较好表现。2026年1-2月共销售挖掘机35934台，同比增长13.1%。其中：国内销量15478台，同比下降9.19%；出口20456台，同比增长38.8%。国内出现同比个位数下滑，但出口表现强劲，作为业绩主要贡献业务，预计Q1主机厂业绩将实现高增。总体来看，该机构预计2026年国内市场有望实现10%以上增长，出口有望实现15%以上增长，内外需持续共振向上。","market":"us","thumbnail":"https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976703","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":null,"symbols":["BK1183","BK1548","00631","HK0000500386.USD","BK0276","SG9999011746.SGD","03339","HK0000252152.HKD","LU2279858448.HKD","BK1505","HK0000252160.HKD","601066","02155","LU0287142896.SGD","BK1587","03808","IE0034224299.USD","BK1543","BK1171","00038","01157","SG9999014674.SGD","BK1174","LU0173614495.USD","LU1171460220.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2619195090","title":"第一拖拉机股份(00038.HK)拟3月26日举行董事会会议以审批年度业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=2619195090","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619195090?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 18:27","pubTimestamp":1773397622,"startTime":"0","endTime":"0","summary":"格隆汇3月13日丨第一拖拉机股份(00038.HK)公告，董事会宣布将于2026年3月26日举行董事会会议，以审议及批准(当中包括)刊发公司及其附属公司截至2025年12月31日止年度的全年业绩及审议末期股息(如有)的建议，以及处理任何其他事项。","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://sc.stock.cnfol.com/gushizhibo/20260313/32067122.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":"zhongjincaijing_highlight","symbols":["00038","BK1174","BK1543"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618790943","title":"港股异动 | 一拖股份(00038)午前涨超6% 全球农机龙头一季度财报超预期 公司受益行业周期拐点","url":"https://stock-news.laohu8.com/highlight/detail?id=2618790943","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618790943?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 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03月10日卖空量成交1.2万股，卖空比例为0.56%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618068964","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618068964?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 16:30","pubTimestamp":1773131408,"startTime":"0","endTime":"0","summary":"第一拖拉机股份北京时间03月10日，涨0.32%，卖空量成交1.2万股，较上一交易日减少94.34%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。","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=nesSN20260310163016a45df454&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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涨5.45%，中国重汽涨5.06%，三一国际涨4.84%，中国龙工涨3.73%，第一拖拉机股份涨1.93%。美银证券发表报告，重申对内地工程机械行业的积极展望，基于中央政府政策支持；国内市场更新换代需求；国内制造商海外市占率提升及出口增长。领先的工程机械原设备制造商将成为主要受惠者。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/MGY1NDA5NTM4NDQ4Mw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MGY1NDA5NTM4NDQ4Mw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976218","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1543","HK0000252152.HKD","SGXZ81163826.USD","BK0188","LU0173614495.USD","00038","HK0000500386.USD","BK1174","BK0196","SG9999014674.SGD","BK0012","BK0000","IE0034224299.USD","000157","03808","BK0183","BK1171","HK0000252160.HKD","01157","BK1548","BK1505","00631","BK0251","03339","LU0287142896.SGD","SGXZ49509284.SGD","159542","BK0005","BK0028","SG9999011746.SGD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":4,"pageCount":3,"totalSize":69,"code":"91000000","status":"200"}]}}