港股异动 | 一拖股份(00038)涨超7% 农机报废更新补贴力度加大 公司上半年业绩增长稳健

智通财经
13 Sep 2024

智通财经APP获悉,一拖股份(00038)涨超7%,截至发稿,涨7.32%,报7.77港元,成交额1131.36万港元。

消息面上,农业农村部办公厅等三部门近日发布《关于加大工作力度持续实施好农业机械报废更新补贴政策的补充通知》,将扩大报废补贴范围,各省可在此前政策规定的9个农机种类基础上,结合实际自行确定不超过6个机具种类新增纳入报废补贴范围。通知还提出提高报废补贴标准,例如,报废20马力以下拖拉机,单台最高报废补贴额由1000元提高到1500元。

今年上半年,一拖股份实现营业总收入人民币78.07亿元(单位下同),同比增加7.7%;归属于上市公司股东的净利润9.05亿元,同比增加20.05%。中原证券指出,公司业绩稳健增长。大规模设备更新及消费以旧换新行动方案推出有望带动存量老旧农业机械加速报废更新换代,促进拖拉机市场需求增长,一拖股份作为拖拉机行业龙头有望充分受益。

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