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中国心连心化肥(1866.HK):尿素龙头企业 化工业务占比逐步提高

China Heart Link Chemical Fertilizer (1866.HK): Leading urea companies are gradually increasing their share of chemical business

海通國際 ·  Jan 30

Key points of investment

The leader in the domestic nitrogen fertilizer industry, the number one urea production in the country

The company has a cost advantage and actively reduces costs and increases efficiency

Develop high-end compound fertilizers to respond to the national chemical fertilizer reduction and substitution policy

Extend the application downstream of the industrial chain and develop a variety of fine chemicals

Strengthen scientific research and development and implement differentiated development strategies

Pay attention to agrochemical services and build an integrated service platform for “research, production, supply and marketing”

Risk warning

Fluctuations in raw material prices

Downstream demand falls short of expectations

The progress of the project under construction falls short of expectations

macroeconomic fluctuations

The translation is provided by third-party software.


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