港股異動 | 政策利好,第一拖拉機升超8%,2日連升13%收復日前跌幅
農機龍頭公司第一拖拉機股份(0038.HK)升超8%,2日連升13%收復日前跌幅,報7.83港元,總市值88億港元。消息面上,農業農村部辦公廳等三部門近日發佈《關於加大工作力度持續實施好農業機械報廢更新補貼政策的補充通知》,將擴大報廢補貼範圍。中原證券指出,大規模設備更新及消費以舊換新行動方案推出有望帶動存量老舊農業機械加速報廢更新換代,促進拖拉機市場需求增長,一拖股份作為拖拉機行業龍頭有望充分受益農業機械大規模設備更新的趨勢。

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