Core Viewpoint - China Heartland Fertilizer (01866) has seen a stock price increase of over 4%, currently trading at HKD 9.76 with a transaction volume of HKD 18.2161 million, amid ongoing tensions in Iran that may impact natural gas supply [1] Group 1: Market Impact - The ongoing protests in Iran could potentially disrupt its natural gas supply, which may lead to increased methanol prices in China [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 the domestic methanol trade volume, with port inventories remaining low compared to the same period [1] - If the protests in Iran continue, there may be a shortage of overseas urea during the spring farming season in the Northern Hemisphere in the first half of 2026 [1] Group 2: Company Actions - China Heartland Fertilizer has initiated a significant share buyback program, having spent over HKD 20 million to repurchase 2.286 million shares as of January 14 [1] - On January 12, the company announced a clear share buyback plan, intending to repurchase up to 10% of its issued shares for no more than HKD 200 million starting January 13 [1]
中国心连心化肥再涨超4% 全球尿素供应或现缺口 公司开年密集回购股份