KINGENTA(SZ:002470) Ren Min Wang·2025-12-18 08:57Core Viewpoint - The collaboration between Jinzhe Group and leading domestic urea producers aims to promote the application of German Schneider's efficiency-enhancing technology in the nitrogen fertilizer sector, addressing industry challenges such as overcapacity and environmental pressures [1][2]. Industry Challenges - The nitrogen fertilizer industry, particularly urea, faces significant challenges including overcapacity and stringent environmental policies, making transformation essential for survival [2][4]. - Over the past three years, over ten strict environmental policies have been implemented, leading to the elimination of outdated production capacity, while the demand for high-quality, environmentally friendly nitrogen fertilizers has been growing at an annual rate exceeding 15% [2][4]. Technological Innovation - The German Schneider efficiency-enhancing technology 2.0 focuses on controlling nitrogen release rates to better match crop nutrient needs, potentially increasing nitrogen utilization rates to over 65% [4]. - This technology aims to achieve dual goals of "reducing input while increasing efficiency and protecting soil while increasing income" [4]. Strategic Collaboration - Jinzhe Group plans to deepen cooperation with Mingquan Group through a "five-sharing" model, which includes sharing capacity, technology, market solutions, digital communication, and demonstration data [4]. - The collaboration forms a synergistic combination of "technology + capacity + market," with Schneider providing core technology, Jinzhe leveraging market and agricultural service advantages, and Dongguang Chemical focusing on industrial production transformation [4]. Industry Transformation - The collaboration signifies a shift in the competitive focus from price and scale to technological content, product quality, and ecological value, which may alleviate current overcapacity pressures in the nitrogen fertilizer industry [7]. - This model provides a reference framework for the green upgrade of traditional industries in China and other developing countries [7].