中国心连心化肥(01866)公布，2026年1月21日耗资约1248.98万港元回购123.2万股股份。 ...

格隆汇1月21日丨中国心连心化肥(01866.HK)公告，1月21日耗资1249万港元回购123.2万股。 ...

翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) FF305 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 不適用 | | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 01866 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | 每股發行/出售價 (註4) | 已發行股份總數 | | 於下列日期開始時的結存(註1) | 2026年1月13日 | | 1,276,786,000 | | 6,455,000 | | 1,283,241,000 | | 1). 購回股份 (股份被持作庫存股份) | | | -1,23 ...

Core Viewpoint - As of January 15, a total of 105 stocks reached their 52-week highs, with notable performers including 德莱建业 (01546), 东曜药业－Ｂ (01875), and 大森控股 (01580) achieving high rates of 78.00%, 51.36%, and 37.61% respectively [1]. Summary by Category 52-Week Highs - 德莱建业 (01546) closed at 0.355, with a peak of 0.445, marking a high rate of 78.00% [1]. - 东曜药业－Ｂ (01875) closed at 4.190, reaching a high of 4.450, with a high rate of 51.36% [1]. - 大森控股 (01580) closed at 0.275, with a peak of 0.300, achieving a high rate of 37.61% [1]. - 顺兴集团控股 (01637) and 怡园酒业 (08146) also showed significant increases, with high rates of 36.36% and 24.74% respectively [1]. Additional Notable Stocks - JBB BUILDERS (01903) reached a high rate of 24.12% with a closing price of 2.830 [1]. - 天臣控股 (01201) and 江苏创新 (02116) had high rates of 15.38% and 15.00% respectively [1]. - 万国黄金集团 (03939) and 竣球控股 (01481) also performed well, with high rates of 12.95% and 12.44% respectively [1]. 52-Week Lows - The report also noted stocks reaching 52-week lows, with 天彩控股 (03882) showing a low rate of -14.42% [3]. - 中国智慧能源 (01004) and 基石控股 (01592) followed with low rates of -13.64% and -12.86% respectively [3]. - 弘毅文化集团－旧 (02990) and 中原建业 (09982) also reported significant declines of -9.09% and -6.06% respectively [3].

消息面上，伊朗紧张局势延续。华泰证券发布研报称，此次伊朗国内抗议活动可能影响其天然气供应。 据海关数据和隆众资讯，25年1-11月我国自中东地区进口的甲醇数量平均在80万吨/月，占国内甲醇贸 易量25-30%，且港口库存仍处同期低位。该行认为，若伊朗国内抗议活动持续时间延长，或将推高我 国甲醇价格，同时可能导致26H1北半球春耕期间的海外尿素缺口。 中国心连心化肥(01866)再涨超4%，截至发稿，涨4.5%，报9.76港元，成交额1821.61万港元。 值得注意的是，心连心化肥近期选择密集回购。智通财经APP在《开年密集回购，化肥龙头心连心 (01866)在周期拐点"重注"未来》中指出，2026年新年伊始，心连心化肥就开始了密集的回购动作，截 至1月14日，已斥资逾2000万港元回购公司股份228.6万股。更值得关注的是，1月12日晚间，心连心化 肥还公告了明确的股份回购计划，将从1月13日起，于年内以不超过2亿港元的代价回购至多10%的已发 行股份。 ...

Market Overview - The Hang Seng Index fell by 0.55%, down 149 points, closing at 26,850 points, while the Hang Seng Tech Index dropped by 1.83% [1] - The trading volume in the Hong Kong stock market reached HKD 163.9 billion in the morning session [1] Company Highlights - Jiexin International Resources (03858) rose over 5%, reaching a new high as black tungsten ore prices surpassed 500,000 yuan, prompting several tungsten companies to raise long-term contract prices [1] - Likin Resources (02245) increased by over 10% due to disruptions in Indonesian nickel ore quotas, while Zhongwei New Materials (02579) gained over 9% [1] - China Rare Earth Holdings (03788) experienced significant volatility, rising by 8% after announcing the termination of its spin-off listing plan and plans to rename itself "Rare Earth Gold" [1] - Ocean Park Hong Kong (02255) surged over 10%, with visitor numbers on the first day of the New Year holiday increasing by 60% year-on-year [1] - Zhipu (02513) rose over 4% after announcing a collaboration with Huawei to open-source a new generation image generation model [1] - China Heartland Fertilizer (01866) increased by over 4%, anticipating a potential global urea supply shortage, and has been actively repurchasing shares [1] - Woan Robotics (06600) gained over 7% following the release of its humanoid intelligent robot, Onero [1] - Jiantao Laminates (01888) saw a nearly 6% increase after announcing a price hike, which is expected to become a trend in the copper-clad laminate industry [1] - Qiu Tai Technology (01478) declined over 7% as Citigroup reported that the company's net profit last year fell below expectations [1] Other Notable Movements - Kanglong Chemical (03759) dropped over 5% after announcing a placement of shares at an 8.5% discount, aiming to raise nearly HKD 1.32 billion [2] - Trip.com Group (09961) plummeted over 19% due to an investigation by the State Administration for Market Regulation for alleged monopoly practices, while Same City Travel (00780) fell over 11% [2]

中国心连心化肥（01866）午前股价上涨4.28%，现报9.74港元，成交额2141.05万港元。 中国心连心化肥（01866）午前股价上涨4.28%，现报9.74港元，成交额2141.05万港元。 2026年新年伊始，心连心化肥就开始了密集的回购动作，截至1月14日，已斥资逾2000万港元回购公司 股份228.6万股。更值得关注的是，1月12日晚间，心连心化肥还公告了明确的股份回购计划，将从1月 13日起，于年内以不超过2亿港元的代价回购至多10%的已发行股份。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 2026年新年伊始，心连心化肥就开始了密集的回购动作，截至1月14日，已斥资逾2000万港元回购公司 股份228.6万股。更值得关注的是，1月12日晚间，心连心化肥还公告了明确的股份回购计划，将从1月 13日起，于年内以不超过2亿港元的代价回购至多10%的已发行股份。 责任编辑：卢昱君 ...

消息面上，伊朗紧张局势延续。华泰证券发布研报称，此次伊朗国内抗议活动可能影响其天然气供应。 据海关数据和隆众资讯，25年1-11月我国自中东地区进口的甲醇数量平均在80万吨/月，占国内甲醇贸 易量25-30%，且港口库存仍处同期低位。该行认为，若伊朗国内抗议活动持续时间延长，或将推高我 国甲醇价格，同时可能导致26H1北半球春耕期间的海外尿素缺口。 值得注意的是，心连心化肥近期选择密集回购。智通财经APP在《开年密集回购，化肥龙头心连心 （01866）在周期拐点"重注"未来》中指出，2026年新年伊始，心连心化肥就开始了密集的回购动作， 截至1月14日，已斥资逾2000万港元回购公司股份228.6万股。更值得关注的是，1月12日晚间，心连心 化肥还公告了明确的股份回购计划，将从1月13日起，于年内以不超过2亿港元的代价回购至多10%的已 发行股份。 智通财经APP获悉，中国心连心化肥(01866)再涨超4%，截至发稿，涨4.5%，报9.76港元，成交额 1821.61万港元。 ...

Core Viewpoint - The company, China Heart-to-Heart Fertilizer, is actively signaling its confidence in long-term growth through a series of stock buybacks, reflecting its belief in its ability to navigate industry cycles and its future growth potential [1][2]. Group 1: Stock Buyback Actions - As of the report date, the company has spent over 20 million HKD to repurchase 2.286 million shares and announced a plan to buy back up to 10% of its issued shares for no more than 200 million HKD within the year [1]. - The buyback actions are seen as a strong declaration of the company's confidence in its intrinsic value and market valuation, especially after a significant stock price increase of 135% in 2025 [2]. Group 2: Industry Context - The fertilizer industry is currently at a cyclical low, with signs of recovery becoming increasingly evident, particularly in the urea market, which has seen price increases of 20-70 CNY/ton recently [2][3]. - Factors contributing to the price rebound include demand replenishment post-holidays and the impact of policies aimed at reducing overcapacity, which are expected to support price increases in the long term [3]. Group 3: Competitive Advantages - The company benefits from a cost advantage, with its production costs consistently 10% lower than the industry average due to ongoing efficiency improvements [4]. - The company holds a significant market position, with over 10% of the national urea export volume in the first half of 2025, and is expected to benefit from increased export quotas [4]. Group 4: Future Growth Potential - New projects, such as the second phase of the Jiujiang base and the chemical new materials project in Xinxiang, are set to enhance profitability and expand production capacity, further solidifying the company's growth trajectory [5]. - The company is in a strategic phase of preparing for accelerated growth, with management confident in the company's future performance despite previous stock price increases [8].

Core Viewpoint - The company, China Heart-to-Heart Fertilizer, is actively signaling strong confidence in its long-term value through a series of stock buybacks, reflecting its belief in its ability to navigate industry cycles and its growth potential [1][2]. Group 1: Stock Buyback Actions - As of the report date, the company has repurchased 2.286 million shares for over 20 million HKD and announced a plan to buy back up to 10% of its issued shares for no more than 200 million HKD within the year [1]. - The buyback actions are seen as a declaration of confidence from the management, especially in a time when the fertilizer industry is showing signs of recovery after a prolonged downturn [1][2]. Group 2: Industry Context - The fertilizer industry is currently at a cyclical low, with signs of recovery becoming more apparent. The company’s stock has risen significantly, with a 135% increase in 2025 [2]. - The domestic fertilizer market has been characterized by oversupply, but recent trends indicate a potential upward shift in prices, particularly for urea, which has seen increases of 20-70 CNY per ton [2][3]. Group 3: Market Dynamics - Factors contributing to the market recovery include post-holiday demand replenishment and policy changes aimed at reducing competition and excess capacity in the industry [3]. - The company is expected to benefit from government policies that manage export quotas, with its urea export volume accounting for over 10% of the national total in the first half of 2025 [3][4]. Group 4: Cost Management and Production Capacity - The company has achieved significant cost efficiencies, with its production costs consistently 10% lower than the industry average due to technological upgrades and high coal conversion efficiency [4]. - New projects, such as the second phase of the Jiujiang base and the chemical new materials project, are set to enhance production capacity and further reduce costs, indicating a strong growth trajectory [5][8]. Group 5: Future Growth Potential - The company is entering a phase of accelerated growth with new capacities coming online, which is expected to enhance its profitability and market position [5][8]. - The management's confidence in the company's growth potential is reflected in its decision to continue stock buybacks despite previous stock price increases, indicating a belief in substantial future price appreciation [8].