港股异动 | 一拖股份(00038)再涨超5% 农机行业景气度有望逐步恢复 公司为国内农机行业龙头
一拖股份(00038)早盘涨超5%，再创两年半新高，截至发稿，涨4.63%，报5.42港元，成交额1950.84万港元。
中信证券此前表示，近期中央和国家机关有关部门陆续出台相关政策支持农业现代化发展。鉴于目前国际形势复杂多变，粮食安全举足轻重，且我国农业机械较欧美发达国家差距较大，农机行业正处于补短板、智能化、本土化的产业升级初始关键阶段，国家政策支持持续发力，看好农机行业发展前景。
该行还指出，鉴于一拖股份拥有国内农机行业领先技术与研发能力，资金实力雄厚，“国四”产品先发优势明显，制造体系齐备，销售体系与售后服务体系完善，行业景气度有望逐步恢复，公司有望借助产业升级趋势，进一步聚拢市场资源，扩大行业领先优势；且公司已提早布局海外市场，产品出海有望打开公司第二成长曲线，看好公司短期及长期发展趋势，首次覆盖给予公司 A/H 股“买入”评级。
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