智通财经APP获悉，中国心连心化肥(01866)涨超7%，高见10.97港元，再创历史新高。截至发稿，涨6.07%，报10.84港元，成交额2609.84万港元。
消息面上，伊朗官员称伊武装力量已进入全面戒备状态。华泰证券此前指出，伊朗是全球重要的尿素与甲醇供应国，若本次冲突持续时间延长，可能扰动该国天然气供应，气头化工原料削减或将导致全球尿素与甲醇出现局部缺口。具备降本增产能力及天然气业务增量的高分红能源寡头、尿素产能较大和甲醇外售量较多的国内生产企业或将受益。
值得注意的是，心连心化肥近期选择密集回购。1月23日，公司耗资约884.33万港元回购87.4万股股份。值得关注的是，1月12日晚间，心连心化肥还公告了明确的股份回购计划，将从1月13日起，于年内以不超过2亿港元的代价回购至多10%的已发行股份。董事会认为，本次股份回购计划反映了公司对自身价值的认可及对业务长远发展的信心。
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