智通财经APP获悉，中国心连心化肥(01866)涨超4%，截至发稿，涨4%，报11.17港元，成交额6416.63万港元。
消息面上，今年上半年，中国心连心化肥取得收入约157.40亿元人民币，同比增加24%；归母净利润约9.21亿元，同比增加54%，接近2025年全年净利润水平。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。
产能扩张方面，新乡基地化工新材料高效肥项目已于 9 月 4 日投产，准东基地大型项目预计第四季度建成投产；广西基地大型项目亦按计划稳步推进，预计 2027 年第三季度建成投产。伴随新增产能陆续落地投运，集团规模效应将进一步释放，推动单位生产成本下行，持续夯实成本竞争优势，为企业持续发展奠定坚实基础。
值得一提的是，自9月7日起，中国心连心化肥正式纳入港股通，解锁南向资金通道。南向资金通道打开后，公司市场关注度持续提升，流动性改善预期逐步兑现。随着更多国内外机构投资者进入视野，公司市值及流动性提升有望为其业务扩张与长期价值释放提供支撑。
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