Core Viewpoint - China Heartland Fertilizer (01866) has seen its stock price increase by over 25% in the last six trading days, with a current price of 9.4 HKD and a trading volume of 108 million HKD [1] Industry Summary - The domestic urea market in China is experiencing a fluctuating upward trend, with the main regional prices for small granular urea rising to a range of 1580-1680 RMB/ton [1] - Analysts expect the domestic urea market to maintain a weak and fluctuating pattern in December, with limited downside due to cost and production cuts, while the upward momentum is also constrained by supply-demand imbalances [1] Company Summary - Guozheng International recently reported that the second phase of the Jiujiang base was successfully put into operation in Q3 2025, utilizing more efficient, environmentally friendly, and energy-saving technology, resulting in a 10% reduction in comprehensive production costs at full urea production capacity [1] - By the end of 2025, the completion of the new chemical materials project at the Xinxiang base is expected to further expand urea production capacity and effectively reduce production costs by approximately 12% [1] - With the gradual release of low-cost production capacity, the profitability of Heartland Fertilizer is anticipated to significantly improve [1]
中国心连心化肥再涨超7% 近六日累涨逾25% 新项目投运有助降低生产成本