Core Viewpoint - YTO Group Corporation (601038) has experienced a slight decline in stock price, closing at 14.7 yuan, down 1.14% from the previous week, with a current market capitalization of 16.518 billion yuan [1] Company Announcements - YTO Group's subsidiary plans to engage in forward foreign exchange settlement and sales with a total limit not exceeding 539.6 million yuan to mitigate exchange rate fluctuation risks and ensure profitability in export operations [1] - The maximum holding size for YTO International Economic and Trade Co., Ltd. is set at 497 million yuan, while China-Africa Heavy Industry Investment Co., Ltd. is capped at 42.6 million yuan, with the validity period of the limit being 12 months from the board's approval [1] - The funding for these activities will come from the company's own funds, without involving raised funds or bank credit [1] - The board's audit committee and the second meeting of the tenth board have approved this matter, and it does not require submission for shareholder approval [1] - The company has established risk control measures to mitigate market, credit, operational, liquidity, and performance risks [1]

本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 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。 海外監管公告 茲載列第一拖拉機股份有限公司於上海證券交易所網站(www.sse.com.cn)所刊發的 公告，僅供參考。 承董事會命 第一拖拉機股份有限公司 聯席公司秘書 劉斌 中國 • 洛陽 2026年3月6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；非執行 董 事 方 憲 法 先 生、楊 建 輝 先 生 及 孫 峰 先 生；獨 立 非 執 行 董 事 王 書 茂 先 生、 徐立友先生及黃綺汶女士；以及職工董事李鵬先生。 * 僅供識別 证券代码：601038 证券简称：一拖股份 公告编号：临 2026-03 第一拖拉机股份有限公司 关于控股子公司开展金融衍生品业务的公告 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 证券代码：601038 证券简称：一拖股份 公告编号：临 2026-03 关于控股子公司开展金融衍生品业务的公告 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。 重要内容提示： 交易目的：为有效防范汇率波动风险，保障出口业务盈利能力，第一 拖拉机股份有限公司（以下简称公司）下属控股子公司一拖国际经济贸易有限公 司（以下简称一拖国贸公司）、中非重工投资有限公司（以下简称中非重工公司） 拟以套期保值为目的，通过具备金融衍生品资质的境内金融机构开展远期结售汇 业务。 交易额度和期限：一拖国贸公司预计在任一交易日持仓规模最高不超 过人民币 49,700 万元（约 7,000 万美元），中非重工公司预计在任一交易日持 仓规模最高不超过人民币 4,260 万元（约 600 万美元）。上述额度在董事会通过 之日起 12 个月内有效。 审议程序：公司第十届董事会审计委员会 2026 年第二次会议和第十届 董事会第二次会议审议通过《关于公司下属子公司开展金融衍生业务的议案》， 本事项无需提交股东会审议。 风险提示： ...

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: 2026年2月28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3月2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 | 普通股 | 股份類別 | A | | ...

Group 1 - The core viewpoint of the news is that Yituo Co., Ltd. has experienced a decrease in both revenue and net profit for the first nine months of 2025, alongside a reduction in shareholder numbers and changes in institutional holdings [2] Group 2 - As of February 25, Yituo's stock price increased by 2.05%, with a trading volume of 225 million yuan [1] - On February 25, Yituo had a net financing purchase of 4.9969 million yuan, with a total financing balance of 159 million yuan, which is 1.45% of its market capitalization [1] - The company’s main business revenue composition includes 93.06% from agricultural machinery and 22.10% from power machinery [1] Group 3 - As of September 30, the number of Yituo's shareholders decreased by 7.55% to 33,900, while the average circulating shares per person increased by 8.22% to 21,786 shares [2] - For the period from January to September 2025, Yituo reported a revenue of 9.703 billion yuan, a year-on-year decrease of 9.63%, and a net profit attributable to shareholders of 994 million yuan, down 9.69% year-on-year [2] - The company has distributed a total of 1.549 billion yuan in dividends since its A-share listing, with 1.026 billion yuan distributed in the last three years [2] Group 4 - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder with 3.7015 million shares, a decrease of 62,000 shares from the previous period [2] - The Southern CSI 1000 ETF and Huaxia CSI 1000 ETF were also among the top ten circulating shareholders, both showing a decrease in holdings [2]

格隆汇2月25日丨第一拖拉机股份(00038.HK)涨3.24%，报10.5200港元，股价创历史新高，总市值118.21 亿港元。 ...

Group 1 - The company will implement its first interim dividend in 2025, allowing investors to share in the company's operational achievements [2] - The company aims to develop a scientific dividend plan to ensure continuity, stability, and rationality in its dividend policy [2] - The goal is to achieve an organic unity between shareholder interests and the company's development [2]

Core Viewpoint - The company, Yituo Co., Ltd., has a strong market presence in major grain planting areas in China, focusing on regions such as the Huanghuaihai Plain, Northeast Plain, and the middle reaches of the Yangtze River [2] Group 1 - The company's products cover major grain planting areas in China, including key agricultural provinces like Henan, Shandong, and Heilongjiang [2] - The traditional agricultural provinces have a solid market foundation and strong demand, consistently ranking among the company's top domestic sales regions [2]

（编辑 丛可心） 证券日报网2月13日讯 ，一拖股份在接受调研者提问时表示，公司当前在海外形成了以中东欧、非洲 区、东南亚、中亚及美洲区为主的五大销售区域，未来公司将以现有核心区域为基础，逐步向美国、欧 盟等高端市场渗透。具体从三方面推进：一是加大海外服务网点建设与人才引进力度；二是针对不同国 家作物种植特点，开展差异化产品技术研发；三是加强与国机集团内相关单位业务协同，实现联动出 海，拓宽销售渠道。 ...

Core Viewpoint - The agricultural machinery industry is expected to face significant pressure and challenges in 2025, primarily due to declining grain prices affecting farmers' income and subsequently their purchasing demand for machinery [1] Industry Summary - Since the second half of 2024, grain prices have been on a downward trend, leading to weak purchasing demand from farmers [1] - Despite the overall low demand in the industry, there is a structural upgrade in purchasing needs driven by national policy support and the trend of land intensification, with increasing demand for high-end and intelligent agricultural machinery products [1] - The domestic agricultural machinery market is transitioning from quantity expansion to quality improvement, with market demand shifting towards larger and more intelligent machinery [1] Company Strategy - The company aims to actively seize the trend of industry transformation and upgrade by focusing on high-end and intelligent agricultural machinery products, accelerating product maturation and implementation [1] - Additionally, the company will continue to optimize its overseas market layout, expand sales channels, and actively participate in global competition to promote coordinated development between domestic and international markets [1]