12月12日，第一拖拉机股份再涨近9%，近三日累涨逾20%！公司有望受益农机设备升级，出口业务将成新增长点。
农业农村部部长韩俊近日发表署名文章《提升农业综合生产能力和质量效益》：实施农机装备高质量发展行动，推进高端智能、丘陵山区适用农机装备研发应用，深入开展农机研发制造推广应用一体化试点，实行农机购置与应用补贴优机优补，强化先进适用机具推广应用。
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。
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