智通财经APP获悉，一拖股份(00038)现涨超3%，截至发稿，涨3.44%，报7.21港元，成交额617.55万港元。
消息面上，第一拖拉机股份公布，2024年度拖拉机产品销量约7.43万台，同比增2.71%，其中大马力拖拉机销量升12.49%，而中马力拖拉机及小马力拖拉机销量分别跌4.57%及52%。至于柴油机产品销量约14.6万台，同比跌3.32%。
国金证券指出，2024年9月以来，受粮食价格下跌与行业库存积压影响，农机行业产销下滑，目前渠道仍处于去库过程中，整体24Q4 表现相对平稳，我们认为农机行业库存去化继续推进，有望为25Q1旺季开门红做好铺垫，建议关注国内大型拖拉机行业龙头一拖股份。
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