一拖股份(601038.SH)逼近漲停 創2017年以來新高
格隆匯7月24日丨一拖股份(601038.SH)盤中幾度漲停報13.74元,目前漲停板未能封死,股價創2017年以來新高價,月內累漲近50%;第一拖拉機股份(0038.HK)盤中一度漲近14%至3.62港元,股價創2017年以來新高價,目前漲幅收窄至2%以內,月內累漲超70%。分析人士指出,內地水災嚴峻,刺激糧食及農業器械需求,公司第一季純利大增,加上財政部加碼撥款逾8億元人民幣,支持受災地區修復生產設施,大增行業需求。長城證券近期也發研報稱,國家近期出台多項加強農業基本盤的政策,糧食安全與價格預期雙重提升,中大輪拖保有量降至近幾年低位,大中輪拖報廢高峯期有望帶來更新週期,國標轉換將繼續刺激行業需求,拖拉機行業或持續好轉。


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