Core Viewpoint - China Heartland Fertilizer (01866) has seen a stock price increase of over 7%, currently trading at 7.81 HKD, with a transaction volume of 33.22 million HKD, following the announcement of the successful production launch of its Jiangxi subsidiary's industrial chain extension project, which has a designed annual capacity of 600,000 tons of synthetic ammonia and 1.2 million tons of controlled-release fertilizers [1] Group 1 - The successful launch of the Jiangxi base's project will leverage existing market and locational advantages, enhancing efficient capacity utilization and reinforcing cost leadership [1] - The company aims to increase market share while generating incremental cash flow, contributing to high-quality and sustainable development, thereby enhancing overall competitiveness and brand influence [1] - Huaxin Securities highlights that the company maintains a leading position in production scale and operational capability domestically while steadily advancing strategic layout [1] Group 2 - The second phase of the Jiangxi base project and the new chemical materials project at the Xinxiang base are expected to commence production in Q3 2025 and Q1 2026, respectively [1] - New bases in Guangxi and Qundong are progressing as planned, with full capacity release expected by 2027, leading to cash flow exceeding capital expenditures [1] - The company is positioned to achieve a positive cycle of investment, output, and development, establishing a stronger scale and cost advantage in the upcoming industry development cycle for sustainable long-term value growth [1]
中国心连心化肥涨超7% 公司持续推进战略布局落地 江西及新乡基地将陆续投产