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601038 13.7800 CNY +0.51%
601038 · 第一拖拉机股份有限公司
13.7800 CNY +0.0700 (+0.51%) At close · Oct 8
Market Cap
15.41B CNY
Shares
1.12B
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Earnings call · FY2026 Q2

第一拖拉机股份有限公司 (601038) Q2 2026 Earnings Call

Concluded Sep 9, 2026
Sep 9, 2026 0 turns
Period
FY2026 Q2
Runtime
—
Sources
0 artifacts

Executive readout · one minute

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Revenue and profit growth 19 Tractor and diesel engine sales 18 Industry recovery and structural upgrade 6 R&D and high-end intelligent products 5 Shareholder returns and market value management 5 Cost pressures and competitive intensity 4

Management tone

Confident

Net tone +62 · low hedging

Grounding quotes
  • “公司在市场拓载 产品升级 降本增效等方面 多点发力”
  • “挑战方面 地租柴油 人工成本是于上涨 但农机作业服务费会同步上调 接手维本周期拉长 导致购机行为趋于谨慎”

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