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。
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