Group 1 - China Heartland Fertilizer (01866) has seen a stock price increase of over 4%, currently trading at 9.76 HKD with a transaction volume of 18.2161 million HKD [1] - Ongoing tensions in Iran may impact its natural gas supply, as reported by Huatai Securities [1] - From January to November 2025, China imported an average of 800,000 tons of methanol per month from the Middle East, accounting for 25-30% of domestic methanol trade volume, with port inventories remaining low compared to the same period last year [1] Group 2 - If the protests in Iran continue, it could lead to an increase in methanol prices in China and potentially create a shortage of overseas urea during the spring farming season in the Northern Hemisphere in the first half of 2026 [1] - China Heartland Fertilizer has been actively repurchasing its shares, spending over 20 million HKD to buy back 2.286 million shares as of January 14 [1] - A clear share repurchase plan was announced on January 12, indicating that the company will repurchase up to 10% of its issued shares for no more than 200 million HKD within the year starting January 13 [1]
港股异动 | 中国心连心化肥(01866)再涨超4% 全球尿素供应或现缺口 公司开年密集回购股份