一拖股份（601038）(00038)昨日收涨10%，今日早盘再涨近4%。截至发稿，涨3.03%，报8.16港元，成 交额6037.55万港元。 高盛发布研报称，一拖股份处在能够捕捉中国拖拉机大型化/高端化升级趋势带来的结构性增长机遇并 实现长期出口潜力的有利地位。这些转变应能推动一拖股份的利润率和回报状况逐步向全球同业靠拢， 并驱动盈利加速增长。该行预计，到2030年，出口在公司总收入中的占比将提高一倍。 消息面上，农业农村部部长韩俊近日发表署名文章《提升农业综合生产能力和质量效益》：实施农机装 备高质量发展行动，推进高端智能、丘陵山区适用农机装备研发应用，深入开展农机研发制造推广应用 一体化试点，实行农机购置与应用补贴优机优补，强化先进适用机具推广应用。 ...

Group 1 - The national autumn grain harvest has begun, with over 10% of the harvest completed across the country [1] - In Sichuan's Chongzhou, 320,000 acres of rice are being harvested, with a 5% increase in yield per acre compared to last year due to the collaboration with 30 research institutions [3] - Upgrades in agricultural machinery are transforming farming practices in major grain-producing areas, with Guizhou province securing 170 million yuan in subsidies, an increase of 81.7% year-on-year [6] Group 2 - In Heilongjiang, the harvest season for fresh corn is underway, with corn straw being converted into low-carbon fuel "green methanol" using domestic gasification technology, addressing waste management and increasing farmer income [8] - The cultivation of oilseed crops is being enhanced, with Shandong Feixian county's 240,000 acres of peanuts showing an average yield of 623 kg per acre, an increase of approximately 200 kg compared to last year [10]