中国心连心化肥（01866）盘中涨近8%，截至发稿，股价上涨7.55%，现报10.11港元，成交额1775.53万港元。
近期，中国心连心化肥业绩盈喜预告，该集团预计2026年上半年实现净利润约人民币11.5亿元至人民币12.3亿元，同比增幅52%至62%；公司拥有人应占净利润区间预计约人民币8.5亿元至人民币9.2亿元，同比增幅42%至54%。报告期内，集团业绩预计实现较大幅度增长，主要得益于规模化效能的充分释放，以及产品结构的持续优化，主营产品量价齐升，推动整体毛利水平提升。
中金发布研报称，伴随新产能扩张和技术持续升级，该行认为中国心连心化肥规模效应将进一步凸显，成本优势有望巩固和提升。中金表示，市场担心国内尿素供大于求，但该行认为目前尿素盈利处于周期低位，价格下行空间有限，且公司具备领先行业的成本优势，产能扩张有望驱动公司业绩增长。此外，该行还认为，公司潜在催化剂包括新产能投产驱动业绩增长以及入港股通后流动性改善。
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