异动解读 | 中国心连心化肥盘中大涨5.14%,第二季度业绩环比大幅改善

异动解读
Aug 12

8月12日午后,中国心连心化肥(01866.HK)股价表现强劲,盘中大涨5.14%,截至14时24分报7.14港元,成交额超3200万港元。该股的强势表现引起了投资者的广泛关注。

消息面上,中国心连心化肥近日公布的2025年中期业绩报告显示,公司第二季度业绩环比实现显著增长。尽管上半年整体业绩受到年初产品价格下行的影响,但第二季度各项指标均呈现明显改善。其中,第二季度净利润环比大增2.59亿元,增幅高达104%。这一强劲的业绩表现成为推动股价上涨的主要因素。

具体来看,公司第二季度主要产品的售价和销量均有显著提升。尿素和三聚氰胺的售价环比分别增长10%和11%,而复合肥和三聚氰胺的销量环比分别增长29%和20%。这种量价齐升的良好态势带动第二季度毛利环比提升44%。此外,公司在建项目正逐步落地,新产能的释放和产品结构的优化也为未来业绩增长提供了强有力的支撑。市场普遍认为,随着新增产能的投产和下游需求的逐步释放,公司有望在行业新一轮发展周期中占据更有利地位,实现长期可持续的价值增长。

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