智通财经APP获悉，一拖股份(00038)午前涨超6%，截至发稿，涨5.57%，报9.85港元，成交额5194.47万港元。
消息面上，全球农机龙头约翰迪尔2026年一季报超预期，公司同时上调全年利润指引，从40-47.5亿美元提升到45-50亿美元。国金证券发布研报称，全球中小型农机市场的复苏态势仍然蓬勃，主因是在全球大宗商品价格上涨、农产品价格底部企稳的背景下，畜牧业、林果业显著反弹，看好中国农机出口和后续主粮作物相关农机的周期反转，推荐一拖股份。
高盛则表示，作为传统和智能拖拉机市场的龙头企业，一拖股份是拖拉机行业周期拐点的主要受益者。公司过往股价走势与拖拉机周期保持同步。该行指出，在中国农机设备大型化/高端化升级趋势下，一拖股份的盈利能力蕴含显著的提升空间，并正逐步兑现。重申“买入”评级。
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