Group 1 - China Heartland Fertilizer (01866) has seen its stock price rise over 4%, reaching a historical high of 9.5 HKD, with a current price of 9.45 HKD and a trading volume of 22.03 million HKD [1] - The ongoing escalation of the situation in Iran has led to significant increases in overseas urea prices, as Iran accounts for approximately 3.5% of global urea production capacity and about 5% of global trade volume [1] - Global expectations for tighter urea supply continue to rise, contributing to a recovery in international urea prices [1] Group 2 - The successful operation of the second phase of the Jiujiang base in Q3 2025 utilizes more efficient, environmentally friendly, and energy-saving technology, resulting in a 10% reduction in production costs at full urea production capacity [1] - The completion of the chemical new materials project at the Xinxiang base by the end of 2025 is expected to further expand urea production capacity and effectively lower 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]
中国心连心化肥午后涨超4% 触及历史前高 海外尿素报价大幅上涨