一拖股份AH聯袂大漲 糧食價格上漲推動農機行業銷售增長
格隆匯6月7日丨第一拖拉機股份(0038.HK)漲漲10%,報4.52港元;一拖股份(601038.SH)更是封死漲停板,報13.61元。聯合國糧農組織6月3日發佈數據顯示,5月全球糧食價格指數升至127.1點,為2011年9月來的最高水平。數據顯示,5月指數比4月上漲4.8%,同比激增近40%,為連續第12個月走高。太平洋證券研報稱,糧食價格上漲推動農機行業銷售增長,行業趨勢有望繼續向上,糧食種植收益同比提升,農户種糧積極性普遍提高,對農機的銷售產生了較大的拉動作用。隨着國家農業生產結構調整以及農户經營規模的不斷擴大,國家全面實施糧食安全戰略,預計行業向上趨勢將持續,拖拉機行業銷售有望保持增長態勢。農機板塊內, 吉峯科技漲5%,蘇美達漲逾3%。

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