港股異動 | 中國心連心化肥(1866.HK)大漲超10% 創逾一個月新高
格隆匯8月11日丨中國心連心化肥(1866.HK)大幅拉昇漲超10%,報5.12港元創逾一個月新高價,且近期走出V型反轉行情,總市值達60億港元。日前公司公佈,上半年收入75.73億元,按年增加53.3%;錄得純利6.46億元,增長258%。國元國際指出,公司業績超市場預期,未來盈利彈性可期。於公司而言,尿素為其毛利(佔比30%-50%)和利潤彈性的主要來源。截至目前尿素市場價格較年初已累計上漲超50%。該行預計行業供需緊張狀態在Q3仍將持續,價格高位有支撐。

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