SINOFERT (00297) rose more than 4% again, following a gain of over 6% in the previous session. At the time of writing, the stock was up 4% to HK$1.82, with a turnover of HK$119 million. The move comes as the United States announced it will include elemental phosphorus and key herbicides such as glyphosate in its list of critical defense materials. This follows a prior decision by the U.S. Department of the Interior and the USGS in November 2025 to add phosphate rock to the critical minerals list. These actions are reshaping the global phosphorus supply chain, with international phosphate fertilizer prices surpassing $700 per ton. According to an earlier Shanxi Securities research report, SINOFERT possesses abundant phosphate ore reserves with promising growth potential. Its wholly-owned subsidiary, Sinochem Yunlong, holds nearly 200 million tons of phosphate resources within its mining and exploration license areas. A Changjiang Securities report previously highlighted that the company is a leading enterprise in China's fertilizer industry, with strong asset quality, high profitability, robust cash flow, and a consistently high dividend payout ratio. Going forward, SINOFERT's dominant position in potash imports is expected to remain secure, supporting stable earnings from its core business, while its "bio-plus" strategy is anticipated to drive continued growth and bolster company performance.