Core Viewpoint - First Tractor Company (00038) saw a stock increase of over 4%, closing at 7.7 HKD with a trading volume of 24.88 million HKD, driven by strong export growth in agricultural machinery [1] Export Performance - In September 2025, China's agricultural machinery exports amounted to 450.425 million CNY, representing a year-on-year increase of 30.7% [1] - Cumulative exports from January to September 2025 reached 5.044223 billion CNY, up 40.1% compared to the same period last year [1] - In September, tractor exports totaled 15,556 units, marking a 30.2% increase year-on-year, with export value reaching 77.134 million CNY, a 51.2% increase [1] - From January to September 2025, cumulative tractor exports were 135,702 units, up 20.2%, with a total export value of 665.489 million CNY, reflecting a 33.4% increase [1] Company Sales Performance - In the first half of 2025, First Tractor Company sold 42,800 tractors, with overseas sales accounting for 5,445 units, a year-on-year growth of 29.37% [1] - The company has established five major sales regions: Central Asia, Southeast Asia, the Americas, Central and Eastern Europe, and Africa [1] - Notably, the African and Central and Eastern European markets showed impressive performance, with sales growth exceeding 50%, indicating a diversified overseas market strategy that reduces reliance on a single market [1]
第一拖拉机股份涨超4% 前三季度我国农机出口表现强劲 公司出口区域多元化