Core Viewpoint - China Heartland Fertilizer (01866) has seen its stock price rise over 4%, reaching a historical high of 9.5 HKD, driven by escalating tensions in Iran and tightening global urea supply [1] Company Summary - As of the latest report, China Heartland Fertilizer's stock is trading at 9.45 HKD with a trading volume of 22.03 million HKD [1] - The company is expected to benefit from the commissioning of its Jiujiang base phase II in Q3 2025, which utilizes more efficient, environmentally friendly, and energy-saving technology, leading to a 10% reduction in production costs at full urea production [1] - The completion of the Xinxiang base chemical new materials project by the end of 2025 is anticipated to further expand urea production capacity and reduce production costs by approximately 12% [1] - Analysts believe that the gradual release of low-cost production capacity will significantly enhance the profitability of China Heartland Fertilizer [1] Industry Summary - The ongoing situation in Iran has led to a significant increase in overseas urea prices, as Iran accounts for 3.5% of global urea production capacity and approximately 5% of global trade volume [1] - Reports indicate that expectations for tightening global urea supply are increasing, contributing to a recovery in international urea prices [1]
港股异动 | 中国心连心化肥(01866)午后涨超4% 触及历史前高 海外尿素报价大幅上涨