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港股異動 | 第一拖拉機A+H齊漲 三部門印發農機報廢補貼文件
格隆匯 05-26 10:54
格隆匯5月26日丨第一拖拉機股份(00038.HK)漲5.63%,一拖股份(601038.SH)則逼近漲停。農業農村部辦公廳、財政部辦公廳、商務部辦公廳聯合印發了《農業機械報廢更新補貼實施指導意見》。《意見》提出,補貼政策涵蓋的機具種類包括拖拉機、聯合收割機、水稻插秧機、機動噴霧(粉)機、機動脱粒機、飼料(草)粉碎機、鍘草機等,具體補貼種類由各省結合實際從中選擇確定。近期農機行業銷售火爆,繼1-2月份受疫情影響銷售下降之後,3月份中大拖銷售開始回升,銷量同比增長14%。機構認為,從目前的情況來看,行業已經呈現底部企穩回升的態勢,預計中大拖銷售有望實現10%左右增長。

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