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心連心化肥(1866.HK) @ 2012-02-28T16: Back Hot News
Keyword:心連心
Concept:心連心化肥去年
【業績詳情】心連心(1866-HK)去年毛利率13.7%,升0.9個百分點
香港上市的農業概念股造好,受內地利好農業政策提振。截至目前為止,心連心化肥(1866-HK)升8%,中化化肥(0297-HK)升2.36%、第一拖拉機(0038-HK)升1.66%。
中央「扶農」一號文件正式出台,相關化肥股表現突出。中海化學〔03983.HK〕五連升重越牛熊線〔6.13港元〕,收報6.30港元,升6.42%,成交增至1793萬股。中國心連心化肥〔01866.HK〕升8.00%,最高價2.16港元報收;中化化肥〔00297.HK〕回升4.72%,報2.22元。瑞銀表示,內地尿素出廠價農歷年後持續上升,由去年11月低位升至現時每噸逾2,150元人民幣,升幅達12%,看好今年尿素業。基於估值吸引,維持「買入」中海化學。

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