峰会现场，与会代表观看太极拳表演。 新华社发 峰会现场的商丘鱼灯非遗展演。记者 聂冬晗 摄 峰会展览展示活动现场，中医展台吸引了众多嘉宾。记者 聂冬晗 摄 核心提示 7月23日至27日，上海合作组织媒体智库峰会在河南郑州举行。近年来，河南与上合组织成员国交流不断深 入、合作不断深化，河南日报通过一组经贸、文化交往参与者的生动故事，展现友谊之桥越来越坚实、合作 之路越来越宽广的新画卷。 河南"带货快车"驰骋陆上丝路 陆上丝绸之路，河南有两种"带货快车"在奔驰。一种是中欧班列，另一种是TIR卡班。它们如一条条纽带，将 中原与世界紧密相连。 作为国家铁路一类口岸，中铁联集郑州中心站承担着河南国际货运班列的主要开行任务。 7月的一天，伴随着悠长的汽笛声，一列满载日用电器、轮胎、汽车配件、儿童餐椅、布料等货品的中欧班列 （郑州）隆隆开动，朝着目的地——俄罗斯莫斯科驶去。 峰会现场，郑州城市展区展出的莲鹤方壶工艺品（7月23日摄）。 冯小敏 摄 集装箱卡车不停穿梭、龙门吊频繁起降，货运繁忙是中铁联集郑州中心站的常态。"货忙，人就忙。"下达工 作计划、检查车体装载情况、盯控班列正点开行……中铁联集郑州中心站业务主管龚赟丹从 ...

Group 1 - The core viewpoint of the news is the performance of the CSI Land Reform Agricultural Theme Index, which has shown significant growth over the past month, three months, and year-to-date [1] - The CSI Land Reform Agricultural Theme Index has increased by 8.68% in the last month, 7.69% in the last three months, and 3.61% year-to-date [1] - The index reflects the overall performance of listed companies benefiting from agricultural land reform, including sectors such as agricultural land transfer, urban industrial land utilization, agricultural machinery, and water-saving irrigation [1] Group 2 - The top ten weighted companies in the CSI Land Reform Agricultural Theme Index include Shibei Gaoxin (9.87%), Luoniushan (8.15%), Jinyu Group (8.07%), and others [1] - The index's holdings are primarily concentrated in the Shenzhen Stock Exchange (59.62%) and the Shanghai Stock Exchange (40.38%) [1] - The industry composition of the index shows that consumer goods account for 37.68%, materials for 22.47%, and industrials for 22.16% [2] Group 3 - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2] - Companies that are delisted or undergo mergers, acquisitions, or splits are handled according to specific calculation and maintenance guidelines [2]

Core Viewpoint - The company YTO Express (601038) is preparing to implement a stock repurchase plan for its H shares, contingent on regulatory approvals and market conditions [1][2]. Group 1: Stock Performance - As of July 8, 2025, YTO Express closed at 13.14 yuan, with a slight increase of 0.46% [1]. - The trading volume was 34,300 shares, resulting in a total transaction value of 45.0281 million yuan [1]. Group 2: Stock Repurchase Plan - The company is in the process of obtaining necessary foreign exchange management approvals for the H share repurchase [1]. - The repurchase will be executed based on the authorization from the shareholders' meeting and relevant regulatory requirements, considering market conditions and stock price fluctuations [1]. - YTO Express has developed a plan for H share repurchase and will implement it at an opportune time [1]. Group 3: Market Sentiment and Fund Flow - On July 8, the main funds experienced a net outflow of 5.1077 million yuan, accounting for 11.34% of the total transaction value [2]. - Retail investors contributed a net inflow of 4.5048 million yuan, representing 10.0% of the total transaction value [2]. - Speculative funds saw a net inflow of 602,900 yuan, making up 1.34% of the total transaction value [2].

证券代码：601038 证券简称：一拖股份 公告编号：临 2025-32 第一拖拉机股份有限公司 关于副总经理辞职的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 第一拖拉机股份有限公司（以下简称公司）董事会于近日收到薛文璞先生 提交的书面辞职报告，薛文璞先生因工作调整申请辞去公司副总经理职务。 薛文璞先生原定任期届满日为 2025 年 4 月 12 日，由于公司延期换届，薛 文璞先生副总经理任期相应顺延。 二、离任对公司的影响 薛文璞先生的辞职报告自送达董事会之日起生效，其离任不会影响公司日 常经营活动的开展。薛文璞先生确认与公司董事会无任何意见分歧，且无任何 需要通知公司股东的其他事项。 薛文璞先生已按照公司相关规定做好工作交接，公司董事会对薛文璞先生 在任职期间所做出的贡献表示衷心感谢。 特此公告。 第一拖拉机股份有限公司董事会 2025 年 7 月 1 日 姓名 离任职务 离任时间 原定任期 到期日 离任原因 是否继续在上 市公司及其控 股子公司任职 是否存在未 履行完毕的 公开承诺 薛文璞 副总经理 20 ...

Core Viewpoint - The report from Zheshang Securities highlights the promising prospects of unmanned vehicles (Robo-X) across various applications, particularly in closed and specialized scenarios such as warehousing, mining, and military use, driven by technological advancements and supportive policies [1][3]. Group 1: Unmanned Vehicle Applications - Unmanned vehicles (Robo-X) have significant potential in multiple scenarios, including passenger transport (Robotaxi), material handling (unmanned forklifts), sanitation (Robosweeper), mining (unmanned mining trucks), military (unmanned combat platforms), and agriculture (unmanned tractors) [2][3]. - The commercial viability of unmanned logistics vehicles (Robovan) is paving the way for broader applications of unmanned vehicles in various sectors [2]. Group 2: Industry Outlook - The essence of unmanned vehicles (Robo-X) lies in the application of autonomous driving technology in specific scenarios, with advancements in algorithms, LiDAR, and domain control chips facilitating faster commercialization [3]. - Three key conditions for the rapid deployment of unmanned vehicles are identified: successful technology implementation, policy support, and sound commercial logic [3]. Group 3: Unmanned Forklift Market Potential - The global market for automated warehousing solutions is projected to exceed 2 trillion RMB, with unmanned forklifts playing a crucial role in enhancing warehouse efficiency and reducing costs [4]. - Traditional warehousing faces challenges such as low space utilization (with rental and operational costs accounting for 8%-12% of total costs) and inefficient labor practices, which unmanned forklifts can address by creating intelligent warehousing systems [4]. - The global market for automated warehousing solutions is expected to grow from approximately 471.1 billion RMB in 2024 to 804 billion RMB by 2029, with a compound annual growth rate (CAGR) of 12% from 2020 to 2024 and 11.3% from 2024 to 2029 [4]. Group 4: AMR Solutions Growth - The global market for Autonomous Mobile Robot (AMR) solutions is anticipated to reach approximately 38.7 billion RMB in 2024, with a CAGR of 30.6% from 2020 to 2024, and is projected to grow to 162.1 billion RMB by 2029, with a CAGR of 33.1% from 2024 to 2029 [5]. - The penetration rate of AMR solutions in the overall automated warehousing sector is expected to increase from 4.4% in 2020 to 20.2% by 2029 [5]. Group 5: Investment Recommendations - Recommended companies include Hangcha Group (leading domestic forklift manufacturer), Zhongli Group (global electric forklift leader), Anhui Heli (state-owned forklift leader), SANY Heavy Industry (leading Chinese construction machinery company), XCMG (emerging global construction machinery leader), Shantui (bulldozer manufacturer), Taotao Vehicle (North American leisure vehicle leader), YTO Group (large tractor leader), Beifang Group (Chinese mining vehicle leader), and Inner Mongolia First Machinery Group (military equipment leader) [6]. - Companies to watch include Zhongyou Technology and Noli Shares [7].

证券代码：601038 证券简称：一拖股份 公告编号：临 2025-31 第一拖拉机股份有限公司 2025 年"提质增效重回报"行动方案 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 为深入贯彻党的二十大和中央经济工作会议精神，全面落实国务院《关于进 一步提高上市公司质量的意见》《关于加强监管防范风险推动资本市场高质量发 展的若干意见》要求，积极响应上海证券交易所《关于开展沪市公司"提质增效 重回报"专项行动的倡议》，第一拖拉机股份有限公司（以下简称公司）结合公 司发展规划和经营实际，特制定《2025 年"提质增效重回报"行动方案》。 一、以聚焦主业与优化结构为核心，推动公司高质量发展 2024 年，公司沉稳应对农机行业转型升级期，坚持科技创新引领，在着眼 长远发展做好产品技术布局和能力建设的同时，积极发挥产品优势，响应用户需 求，抢抓当前市场，大力强化内部管理，保持企业经营质量健康稳定。 2025 年，公司坚持以"打造世界级品牌、创建世界一流企业"为牵引，以 提升价值创造能力为主线，以增强核心功能和提高企业核心竞争力为重点 ...

一拖股份 20250624 摘要 2024 年公司大农拖销量同比增长 2.7%至 7.443 万台，但受行业整体 需求疲软影响，2025 年四五月份销量同比大幅下降近 20%，大中拖均 出现超 20%的降幅。去年同期经销商对行业预期较高，因此订货订单积 极。 公司通过加大动力换向产品研发力度，新产品推广良好，大轮拖占比提 升至 44%，但行业低迷导致折价促销，产品价格与去年同期基本持平。 动力换向产品占拖拉机产品约 20%，动力换挡销量占比不足 5%，约为 1.12%。 大马力拖拉机市场占比预计缓慢提升，但受中国复杂作业环境影响，中 轮拖市场仍有需求。动力换向产品销量受补贴政策影响较大，若补贴延 续，销量或将继续增长。 2025 年一季度海外市场增速超 20%，主要增长来自非俄罗斯地区。俄 罗斯市场受经济环境和保护政策影响同比下降。公司预计全年海外增速 维持 20%，出口量达 8,500-9,000 台，营收约 9 亿。 Q&A 一拖股份在 2024 年和 2025 年一季度的经营情况如何？ 2024 年，一拖股份实现营业收入 119 亿元，净利润 9.2 亿元。2025 年一季 度，公司实现营业收入 45 ...

Group 1 - The board of directors of Yituo Co., Ltd. held its 36th meeting on June 20, 2025, with 8 directors present, complying with relevant regulations [1] - The board approved an investment of RMB 159.2 million for the technical transformation project of the heavy-duty engine production line at Yituo (Luoyang) Diesel Engine Co., Ltd., with a construction period of 1 year [1] - The board also approved an investment of RMB 73.5 million for the technical transformation project of the coating line, with a construction period of 18 months [2] Group 2 - The board unanimously agreed on the proposal to establish the "Overseas Commission Management Measures" [2]

证券代码：601038 证券简称：一拖股份 公告编号：临 2025-30 （二）《关于涂装线技术改造项目的议案》 第一拖拉机股份有限公司（以下简称公司）第九届董事会第三十六次会议（以 下简称本次会议）于 2025 年 6 月 20 日以现场结合视频方式召开。会议通知已于 2025 年 6 月 18 日通过电子邮件方式发送给各位董事。本次会议应出席董事 8 名， 实际出席董事 8 名。会议由董事长赵维林先生主持，公司部分高级管理人员列席 会议。本次会议召开符合《公司法》及公司《章程》《董事会议事规则》等有关 规定。 二、董事会审议情况 （一）《关于一拖（洛阳）柴油机有限公司重柴生产线技术改造项目的议案》 董事会同意公司控股子公司一拖（洛阳）柴油机有限公司以自有资金投资建 设重柴生产线包括缸体缸盖加工线、装配线、热试线等技术改造项目，本项目计 划建设工期为 1 年，项目总投资人民币 15,920 万元。 表决结果：同意 8 票，反对 0 票，弃权 0 票。 公司第九届董事会战略投资及可持续发展委员会 2025 年第二次会议审议通 过本议案，并同意将本议案提交董事会审议。 第一拖拉机股份有限公司 第九届董事会第三十 ...

A 股每股现金红利人民币0.2995元（含税） 相关日期 证券代码：601038 证券简称：一拖股份 公告编号：临2025-29 第一拖拉机股份有限公司 2024年年度权益分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 每股分配比例 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/24 | － | 2025/6/25 | 2025/6/25 | 一、 通过分配方案的股东会届次和日期 本次利润分配方案经公司2025 年 6 月 10 日召开的第一拖拉机股份有限公司 （以下简称公司）2024年度股东周年大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称中国结算上海分公司）登记在册的本公司全体 A 股股 东。 3. 分配方案： 本次利润分配以方案实施前的公司总股本1,123,645,275股为基数，每 ...