港股异动 | 中国心连心化肥(01866)涨超6% 上半年归母净利同比增超五成 产能扩张将驱动盈利继续增长

智通财经
Aug 31

智通财经APP获悉,中国心连心化肥(01866)绩后涨超6%,截至发稿,涨6.05%,报11.21港元,成交额992.55万港元。

消息面上,中国心连心化肥发布2026年中期业绩,营业收入人民币157.4亿元(单位下同),同比增长24.27%;净利润12.3亿元,同比增长62.36%;归属于母公司所有者净利润9.21亿元,同比增长53.64%。盈利大增主要是得益于尿素和合成氨销量增长及成本下降带动毛利率明显提升,以及自产甲醇、DMF、三聚氰胺等化工品价格上涨带动毛利率提升等。

上半年尿素营收同比增长23%至39.8 亿元,销量同比增长21%至234万吨,均价同比增长2%至1704元/吨,毛利率同比提升至26.9%。中金认为,伴随新产能扩张和技术持续升级,公司规模效应将进一步凸显,尿素生产成本有望下降进而带动盈利提升,尿素和复合肥产销量的扩大将驱动未来2年公司盈利持续增长。

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