智通财经APP获悉，第一拖拉机股份(00038)涨超7%，截至发稿，涨7.49%，报7.03港元，成交额5265.12万港元。
消息面上，2025年中央一号文件《中共中央国务院关于进一步深化农村改革扎实推进乡村全面振兴的意见》于2月23日发布，文件首提“农业新质生产力”。此外，文件中提出，推动农机装备高质量发展，加快国产先进适用农机装备等研发应用，推进老旧农机报废更新。支持发展智慧农业，拓展人工智能、数据、低空等技术应用场景。
第一拖拉机股份此前公布，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%。东吴证券此前指出，公司系国内高端大马力拖拉机头部企业，受益国内拖拉机竞争格局大型化+高端化以及海外市场顺利拓展双重利好。
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