（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]

股票近期走势 经济观察网 近期，一拖股份（601038）受到政策利好和公司事件驱动。2026年2月11日，财政部与农业 农村部联合发布《关于进一步优化农机购置与应用补贴政策的通知》，将丘陵山区小型农机补贴比例从 30%提高至40%，智能农机额外补贴10%，2026年补贴资金规模不低于450亿元。一拖股份作为国内拖拉 机和小型农机龙头，直接受益于该政策，其智能农机市占率超30%，2025年农机板块营收超110亿元。 此外，公司于2026年2月13日公告，控股股东中国一拖集团有限公司终止股权置换计划，但公司治理保 持稳定，同时推进两项关联交易项目，总金额约9419万元，涉及柴油机产业化及涂装线技术改造。 一拖股份近7个交易日（2026年2月9日至2月13日）股价表现活跃，区间涨幅达4.55%，跑赢大盘指数 （上证指数同期涨0.37%）。截至2月13日收盘，股价报14.26元，单日涨幅0.28%，成交金额1.44亿元， 换手率1.37%。资金面上，当日主力资金净流入297.18万元，散户资金净流出297.17万元。融资融券方 面，2月11日融资净卖出584.9万元，融资余额降至1.7亿元，但近20个交易日中有11日 ...

Core Viewpoint - The global agricultural machinery market is approximately 1 trillion RMB, with future competition hinging on overseas markets and the development of new energy and intelligent products, which are strengths of the company [1] Group 1: Company Strengths - The company has rich experience in global operations and focuses on new energy and intelligent products, allowing for shared research and technology with engineering and mining machinery [1] - The company's agricultural machinery has already achieved sales in developed countries, primarily featuring high-horsepower tractors [1] Group 2: Product Development and Market Response - The company's hybrid technology tractors and harvesters received significant attention from industry peers during their participation in the German agricultural machinery exhibition, with positive market feedback [1]

格隆汇2月12日丨中联重科(000157.SZ)披露投资者关系活动记录表显示，全球农机市场规模约为1万亿 人民币，未来竞争格局胜负在于海外的广阔市场以及基于新能源和智能化的产品开发，这两点恰恰也是 公司的优势所在。公司全球化运营经验丰富，同时产品端聚焦新能源和智能化，可与工程机械、矿山机 械共享研发和技术。中联农机围绕落实"高端、国际、新能源"核心发展战略。目前公司农业机械在发达 国家已经实现销售，产品以大马力拖拉机为主。公司混动技术路线拖拉机和收获机参加德国农机展时获 同行业客户特别关注，市场反馈优异。 ...

（文章来源：证券日报） 证券日报网2月12日讯 ，中联重科在接受调研者提问时表示，全球农机市场规模约为1万亿元人民币， 未来竞争格局胜负在于海外的广阔市场以及基于新能源和智能化的产品开发，这两点恰恰也是公司的优 势所在。公司全球化运营经验丰富，同时产品端聚焦新能源和智能化，可与工程机械、矿山机械共享研 发和技术。中联农机围绕落实"高端、国际、新能源"核心发展战略。目前公司农业机械在发达国家已经 实现销售，产品以大马力拖拉机为主。公司混动技术路线拖拉机和收获机参加德国农机展时获同行业客 户特别关注，市场反馈优异。 ...

Group 1: Company Overview and Strategy - Zhonglian Heavy Industry has established a comprehensive high-end equipment business system covering engineering machinery, agricultural machinery, and mining machinery, with a strong operational capability [1] - The company has built over 30 primary business aviation ports and more than 430 secondary and tertiary outlets globally, with overseas revenue continuously increasing [1] - Key strategic focuses include accelerating globalization and localization integration, promoting diversified industrial development, enhancing product greening and intelligence upgrades, and speeding up digital transformation [2] Group 2: Market Insights and Projections - The market strategy for small excavators in 2026 includes the establishment of a new production line for compact models, which is expected to significantly enhance product quality and reduce manufacturing costs [2] - Overseas business has experienced five consecutive years of rapid growth, with overseas revenue projected to increase fivefold from 2020 to 2024, focusing on high-end markets in Western Europe and Australia [3][4] - The agricultural machinery market is valued at approximately 1 trillion RMB, with the company leveraging its global operational experience and focus on new energy and intelligent products to gain a competitive edge [5] Group 3: Financial Management and Performance - The company has implemented a digital inventory management platform, resulting in a reduction of inventory balance by 1.286 billion RMB (5.70%) as of Q3 2025 [6] - The company’s mining machinery market growth has outpaced the industry, with a focus on high-end products and lifecycle value [4][5] Group 4: Robotics Development - The company is developing humanoid robots and has established a dedicated research center, collaborating with universities and AI companies to advance key technologies [7][8] - The product matrix includes various humanoid robots and robotic dogs, with a focus on meeting specific scene demands and gradually expanding applications [8]

据2026年1月6日相关报道，公司2026年将聚焦国际市场拓展，以应对农业机械行业技术升级需求，并通 过自动化、智能化改造提升产能与产品质量。 业绩经营情况 公司按规披露定期财报，2025年全年业绩预计于2026年上半年发布（历史财报如2025年三季报显示营收 106.99亿元，归母净利润11.01亿元）。投资者可关注后续公告以获取最新数据。 关联交易进展 公司于2026年2月4日公告，通过公开招标形成两项关联交易：非道路国五柴油机产业化项目：中标金额 2300万元，由控股子公司一拖（洛阳）柴油机有限公司委托北京起重运输机械设计研究院有限公司实 施。涂装线技术改造项目：中标金额7119.64万元，由中国联合工程有限公司承建。两项交易总金额约 9419万元，均基于公开招标定价，目前处于执行阶段，支付条款分预付款、到货款、终验收款和质保金 四阶段。 业务进展情况 经济观察网 第一拖拉机股份有限公司近期发生控股股东股权置换计划终止、关联交易项目推进、国际 市场拓展及定期财务披露等事件。 高管变动 根据公司2026年1月6日发布的公告，控股股东中国一拖集团有限公司与洛阳工业控股集团有限公司原拟 实施的股权置换计划（包 ...

Core Viewpoint - The article highlights the robust growth of private enterprises in the Xinjiang region, particularly in the context of high-quality economic development driven by innovation and digital transformation. Group 1: Economic Development and Innovation - The private sector in the Fifth Division of Xinjiang is becoming a strong engine for economic growth, with companies transitioning from traditional manufacturing to high-end equipment and smart technology [3][4]. - The Xinjiang Tian'e Modern Agricultural Machinery Equipment Co., Ltd. has developed a high-end cotton picking machine with a 98% localization rate, achieving a 15.2% increase in labor productivity and a 4.5% reduction in operating costs through digital management [4]. - Xinjiang Meijing Tiancai Environmental Technology Co., Ltd. focuses on active carbon materials, investing over 5% of its revenue in R&D, leading to significant improvements in product quality and production efficiency [6][7]. Group 2: Digital Transformation and Smart Manufacturing - Companies in the region are adopting smart manufacturing and digital transformation as key strategies to enhance competitiveness, with significant advancements in both traditional and high-tech sectors [8][9]. - Xinjiang Zhensheng Environmental Materials Co., Ltd. has invested over 10 million yuan in advanced production lines, resulting in improved product variety and production capacity [8]. - Xinjiang Tianshan Laser Intelligent Technology Co., Ltd. is implementing digital management tools to create a fully integrated smart production system, aiming for sales exceeding 70 million yuan by 2025 [9]. Group 3: Investment and Business Environment - The Fifth Division of Xinjiang has seen a significant increase in investment projects, with 287 projects implemented in 2025, generating a total value of 10.428 billion yuan, a 14.1% increase from the previous year [10][11]. - The local government has optimized the business environment by streamlining administrative processes, reducing project approval times by an average of 40 days, and enabling businesses to complete registration in just one working day [11]. - The Xinjiang Yucheng Plastic Products Co., Ltd. has expanded its production capacity significantly, supported by favorable policies and full-cycle service from local authorities [11].

Group 1 - FIL Limited increased its stake in First Tractor Company Limited (00038.HK) by acquiring 468,000 shares at an average price of HKD 9.2338 per share, totaling approximately HKD 4.3214 million [1] - Following this acquisition, FIL Limited's total shareholding in First Tractor Company has risen to 27.784 million shares, increasing its ownership percentage from 6.97% to 7.09% [1]