一拖股份受益农机补贴政策，股价近期表现活跃

Group 1 - The core viewpoint of the news is that Yituo Co., Ltd. (601038) is benefiting from favorable policies and company events, particularly due to the increase in agricultural machinery subsidies [1] - The Ministry of Finance and the Ministry of Agriculture and Rural Affairs announced a subsidy policy that raises the subsidy rate for small agricultural machinery in hilly areas from 30% to 40%, with an additional 10% subsidy for smart agricultural machinery, and a total subsidy fund of no less than 45 billion yuan for 2026 [1] - Yituo Co., Ltd. is a leading company in the domestic tractor and small agricultural machinery market, with a market share of over 30% in smart agricultural machinery, and is expected to generate over 11 billion yuan in revenue from the agricultural machinery sector in 2025 [1] - The company announced on February 13, 2026, that its controlling shareholder, China Yituo Group Co., Ltd., has terminated its equity swap plan, ensuring stable corporate governance while advancing two related transaction projects totaling approximately 94.19 million yuan, involving diesel engine industrialization and painting line technology transformation [1] Group 2 - Yituo Co., Ltd. has shown active stock performance in the recent trading days, with a price increase of 4.55% from February 9 to February 13, 2026, outperforming the Shanghai Composite Index, which rose by 0.37% during the same period [2] - As of the close on February 13, 2026, the stock price was 14.26 yuan, with a single-day increase of 0.28% and a trading volume of 1.44 billion yuan, resulting in a turnover rate of 1.37% [2] - On February 11, 2026, there was a net sell of 5.849 million yuan in financing, reducing the financing balance to 170 million yuan, although there were net purchases in 11 out of the last 20 trading days, indicating a divergence in investor confidence [2] - The stock price is experiencing short-term fluctuations, with a resistance level at 14.99 yuan and a support level at 13.59 yuan [2]