Focus 1: Yingfang Micro - The company is planning a major asset restructuring by acquiring controlling stakes in Shanghai Xiaokeli Information Technology Co., Ltd., FIRST TECHNOLOGY CHINA LIMITED, and Shiqing Intelligent Technology (Shanghai) Co., Ltd. through a combination of share issuance and cash payment [1] - The transaction is expected to constitute a significant asset restructuring but will not involve related transactions or restructuring listings. The company's stock will be suspended from trading starting January 6, 2026 [1] Focus 2: Nanxing Co. and Yinglian Co. - Nanxing Co. expects to achieve a net profit of 90 million to 120 million yuan for 2025, recovering from a loss of 175 million yuan in the previous year. The significant profit increase is attributed to reduced goodwill impairment in 2024 [2] - Yinglian Co. anticipates a net profit of 32 million to 42 million yuan for 2025, compared to a loss of approximately 39.67 million yuan in the previous year, driven by growth in the fast-moving consumer goods metal packaging sector [2] Focus 3: Victory Energy - The company has completed its stock trading suspension review and will resume trading on January 6, 2026. No undisclosed significant information affecting stock prices was found during the review [3] Performance Highlights - Whirlpool expects a net profit of approximately 505 million yuan for 2025, a 150% increase from the previous year, due to ongoing transformation and efficiency improvements [4] - Taotao Automotive forecasts a net profit of 800 million to 850 million yuan for 2025, representing an 85.5% to 97.1% increase year-on-year, driven by enhanced operational efficiency and market demand [4] - China National Materials Technology anticipates a net profit of 1.55 billion to 1.95 billion yuan for 2025, a growth of 73.79% to 118.64% compared to the previous year, supported by improved product pricing and sales [4] Investment and Restructuring - Weigao Blood Products plans to issue shares to acquire 100% of Weigao Group Medical Polymer Co., Ltd. for 8.511 billion yuan, significantly enhancing the company's asset scale and profitability [6] - Haopeng Technology is set to raise up to 800 million yuan through a private placement to fund energy storage battery projects [6] Control Changes - Hengshi Technology's control has changed following agreements with New Base Information Technology Group, with the new controlling entity holding 9.55% of the total shares [7] Major Projects - Fulian Precision plans to invest 6 billion yuan in a project to produce 500,000 tons of high-end lithium iron phosphate for energy storage [10] - Penghui Energy's board approved plans to issue H-shares and list on the Hong Kong Stock Exchange [11] Other Announcements - The company intends to repurchase A-shares for employee stock ownership plans, with a total budget of 50 million to 100 million yuan [12] - The company reported a 14.75% year-on-year decline in pig sales, with a revenue drop of 36.06% due to market fluctuations [12]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 控股股東權益變動的進展 茲提述第一拖拉機股份有限公司（「本公司」）日期為2023年12月22日有關控股股東權 益變動的公告（「該公告」）。除另有說明者外，本公告所用詞彙與該公告所界定者具 相同涵義。 本公司董事（「董事」）會（「董事會」）宣佈，本公司已獲中國一拖通知，由於股份轉讓 協議項下其中一項先決條件未能達成，中國一拖於2026年1月5日終止與洛陽工業控 股集團有限公司（原名洛陽國資公司）的股份轉讓協議及中國一拖減資協議（統稱「該 等協議」）。於本公告日期，中國一拖為本公司控股股東，持有本公司約548,485,853股 A股，相當於本公司已發行股份總數約48.81%。 本公司認為，終止該等協議將不會對本公司的業務及財務狀況產生任何重大影響。 承董事會命 第一拖拉機股份有限公司 公司秘書 劉斌 中國 • 洛陽 2026年1月5日 於本公告日期，董事會成員包括執行董事趙維林先生（董事長）及魏濤先生；非執 ...

证券代码：601038 证券简称：一拖股份 公告编号：临2026-01 第一拖拉机股份有限公司 权益变动的进展情况：公司于近日收到中国一拖通知，因《股份转让协 议》的先决条件无法成就，导致《减资协议》及《股份转让协议》无法履行，终 止上述股权置换及相关协议。 一、权益变动前期基本情况 关于控股股东权益变动的进展公告 本公司董事会、全体董事及相关股东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： 权益变动的基本情况：第一拖拉机股份有限公司（以下简称公司）控股 股东中国一拖集团有限公司（以下称中国一拖）拟与其股东洛阳工业控股集团有 限公司（以下简称洛阳工控集团，曾用名洛阳市国资国有资产经营有限公司）实 施股权置换项目，为此，双方于 2023 年 12 月 22 日签署附生效条件的《中国一 拖集团有限公司减资协议》（以下称《减资协议》）及《第一拖拉机股份有限公司 股份转让协议》（以下称《股份转让协议》），约定中国一拖减资回购洛阳工控集 团持有的中国一拖全部 11.78%股权，并通过协议转让方式向洛阳工控集团转让 其持有的一拖股份 A 股 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 第一拖拉机股份有限公司 呈交日期: 2026年1月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00038 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 391,940,000 | RMB | | 1 | RMB | | 391,940,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 391,940,000 | RMB | | | 1 RMB | | 391,940,000 | | 2. 股份分類 | ...

Core Viewpoint - YTO Group Corporation (一拖股份) is focusing on expanding its overseas business as a key strategic direction, aiming to build a world-class brand and accelerate its internationalization strategy [1] Group 1: Business Strategy - The company is implementing differentiated sales policies and product combinations tailored to the market demands of different countries and regions [1] - Goldman Sachs believes that YTO Group is well-positioned to capitalize on structural growth opportunities in the industry, particularly in the modernization of agriculture in China, as well as the long-term export potential [1] Group 2: International Market Development - Huazhong Securities highlights that YTO Group is enhancing its international market service capabilities, having dispatched service teams to countries like Nigeria and Tajikistan since 2025 for maintenance and technical training [1] - The company is recognized by overseas distributors for providing comprehensive one-stop technical services [1] - YTO Group is strengthening brand penetration through various channels such as overseas agricultural machinery exhibitions and field demonstration events, achieving significant results in countries like Ghana, Serbia, and Indonesia [1]

Core Viewpoint - YTO Group Corporation (一拖股份) is focusing on expanding its overseas business as a key strategic direction, aiming to build a world-class brand and accelerate its internationalization efforts [1] Group 1: Company Strategy - YTO Group is implementing differentiated sales policies and product combinations tailored to the market demands of different countries and regions [1] - The company is enhancing its international market service capabilities, having dispatched service teams to countries like Nigeria and Tajikistan since 2025 for maintenance and technical training [1] Group 2: Market Position and Growth Potential - Goldman Sachs believes YTO Group is well-positioned to capitalize on structural growth opportunities in the agricultural modernization transition in China, particularly in the large-scale and specification upgrades of tractors [1] - Huazhong Securities highlights the company's successful brand penetration through various channels, including overseas agricultural machinery exhibitions and field demonstrations, achieving significant results in countries like Ghana, Serbia, and Indonesia [1]

Core Viewpoint - YTO Group Corporation (一拖股份) is focusing on expanding its overseas business as a key strategic direction, aiming to build a world-class brand and accelerate its internationalization efforts [1] Group 1: Business Strategy - The company is implementing differentiated sales policies and product combinations tailored to the market demands of different countries and regions [1] - Goldman Sachs believes that YTO Group is well-positioned to capitalize on structural growth opportunities in the industry, particularly in the context of the modernization of agriculture in China, including the trend towards larger and upgraded tractors [1] Group 2: International Market Development - Huazhong Securities highlights that YTO Group is enhancing its international market service capabilities, having dispatched service teams to countries like Nigeria and Tajikistan since 2025 to provide maintenance, training, and technical solutions for its main sales models [1] - The company is strengthening brand penetration through various channels such as overseas agricultural machinery exhibitions and field demonstration events, achieving significant results in countries like Ghana, Serbia, and Indonesia due to its localized product adaptation and quality service system [1]

证券日报网讯 12月30日，一拖股份在互动平台回答投资者提问时表示，海外业务是公司的重点布局方 向，公司正以"打造世界级品牌"为目标，加速推进出海战略，针对不同国家和地区的市场需求特点，实 施差异化销售政策和产品组合，强化渠道建设，完善服务保障，加强与国机集团所属企业的业务协同， 增强在国际市场的竞争力和影响力。但同时，也需客观看待发展过程中面临的挑战与不确定性，地缘政 治格局、贸易政策变动、市场竞争态势、汇率波动等，均可能对海外业务产生不确定性影响。券商研报 系机构研究的独立判断，并不代表公司的业绩预测，敬请投资者保持足够的风险认识，审慎决策。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 12月30日，一拖股份在互动平台回答投资者提问时表示，公司目前并未创建或参与经营 名为"现代农业"的网站。 ...

Group 1 - The company is focusing on expanding its overseas market presence and is implementing several strategic initiatives [2] - Key initiatives include enhancing local operations, building a talent pool, and team development for overseas markets [2] - The company is adopting differentiated sales policies and product combinations tailored to the market demands of different countries and regions [2] Group 2 - The company aims to establish a long-term brand and channel system, with a focus on channel network and after-sales service [2] - Internal resource integration is being prioritized, with collaboration with subsidiaries of the China National Machinery Group to boost export business through overseas engineering projects [2]