Nitrogen Fertilizer: A Hidden Miracle

StrawberryIce · 2026-03-25T23:43:35+00:00

Iran and India's urea production have been affected by war and natural gas supply disruptions, causing global nitrogen fertilizer supplies to become increasingly tight, with only China maintaining production. Sichuan Meifeng has released signals of urea production expansion, and the current stock price is at a relatively low point. It is anticipated that capital may drive the stock price up, making it suitable for investor attention.

StrawberryIce

2026-03-25 23:43:35

Abstract generation in progress

Iran, as the third-largest exporter of urea, is at war. India’s urea production also depends on natural gas from the Strait of Holmes, which has been halved. Russia just announced a one-month halt in ammonium nitrate exports. As a result, the world’s nitrogen fertilizer supply is down to just one country—China! Sichuan Meifeng has a total market value of 4 billion yuan. The signal for urea expansion was announced in November last year, and the stock cancellation has already been completed. A week of continuous market decline has pushed its stock price to a historic low. With favorable timing, geographical advantage, and human resources all in place, as long as a speculator or a big player notices it, it doesn’t take much capital to easily push for a few limit-ups. Those interested might consider accumulating now, especially since Qingming Festival is just a few days away.

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