Core Viewpoint - Fubon Technology is committed to the application of new technologies and the development of new products, focusing on biodegradable and environmentally friendly materials, as well as innovative agricultural additives that meet the energy-saving and environmentally friendly requirements of the downstream fertilizer industry [2] Group 1: New Product Development - The company is enhancing research and application of biodegradable and environmentally friendly new materials [2] - Fubon Technology is launching new agricultural additives that align with the functional and specialized development needs of the fertilizer industry [2] Group 2: Strategic Initiatives - The company is strategically positioning itself in emerging fields such as bio-fertilizers, biological pesticides, digital agriculture technology, and green planting [2] - Fubon Technology aims to integrate advanced technologies into a stable, efficient, and user-friendly "cost-reduction and yield-increase comprehensive solution" [2] Group 3: Management Commitment - The management team is dedicated to diligent operations, effective communication, and conveying the company's growth potential to customers and investors [2]

Core Insights - Fubon Technology has been awarded the "Global Fertilizer Additive Sales Leader" certification by the international authority, Sullivan, as of March 2025 [2] - The company's agrochemical additive business primarily serves fertilizer companies, including nitrogen, phosphorus, potassium, and compound fertilizer producers [2] Group 1 - The company has established stable and ongoing partnerships with over 400 large and medium-sized fertilizer enterprises globally [2] - Notable partners include Yuntianhua, Guizhou Phosphate, Hubei Yihua, Stanley, Xinlianxin, Shikefeng Chemical, Chuanheng Co., Hubei Sanning, Zhongmei, Jinkai, CNOOC Dayukou Chemical, Shaanxi Yanchang Petroleum, YARA, ICL, EuroChem, and OCP [2] - Fubon Technology provides high-quality additive products, excellent full-process technical services, and precise additive automatic control system solutions to these well-known companies [2]

Core Viewpoint - The article highlights the successful implementation of a demonstration project for silage corn in Ningxia, which has achieved cost reduction, increased yield, and improved quality through innovative agricultural practices and technologies [2][4]. Group 1: Cost Reduction and Yield Improvement - The demonstration field of 370 acres has reduced total costs by 9.5% and decreased fertilizer usage by 20 kg per acre, achieving an average yield of 4,750 kg per acre, which is an increase of 1,531 kg compared to control fields [2]. - The key quality indicators of silage corn, such as crude protein and acid detergent fiber content, are significantly better than those from conventional fields, demonstrating a successful "cost reduction, quality improvement, and yield increase" strategy [2]. Group 2: Innovative Agricultural Practices - The company has developed an innovative biological nitrogen-fixing product called "Tian Sheng Dan," which allows for efficient nitrogen supply to crops without the excessive use of chemical fertilizers, thus addressing environmental concerns [4]. - The product has been tested across various crops, including carrots and tomatoes, in multiple provinces, with the goal of replacing 50% of nitrogen fertilizer usage in the future [4]. Group 3: Strategic Vision and Market Position - The company aims to transform from a small additive provider to a comprehensive solution provider in the agricultural sector, integrating various technologies such as biological additives, soil conditioners, and seed coating agents [5][7]. - The focus is on creating a win-win model for farmers by reducing costs and increasing income through a combination of biological and digital technologies, which includes customized agricultural inputs and smart irrigation [8]. Group 4: Collaboration and Community Engagement - The company has established partnerships with leading agricultural platforms to promote technology transfer and practical applications, emphasizing the importance of building a community of shared interests in agriculture [8]. - Initiatives such as free training in digital agriculture for farmers aim to enhance their understanding of modern agricultural practices and improve their productivity [8].

Group 1: Strategic Planning - The company aims to focus on "technological innovation, green development, and social return" as its strategic goals, emphasizing three major development directions: upgrading agricultural additives and specialty fertilizers, focusing on cost reduction and yield increase, and deepening the "going out" strategy in Southeast Asia, the former CIS, and Africa [2][3]. Group 2: Core Competitiveness - The company is committed to continuous technological innovation, developing biodegradable and environmentally friendly materials, and launching new agricultural additives that meet energy-saving and environmentally friendly requirements [4]. - Unique products and services in biological agriculture and digital agriculture have been introduced, providing comprehensive solutions for cost reduction and yield increase [4]. Group 3: Sales and Marketing Innovation - The company has implemented a "1+X" strategic marketing model, focusing on core customers while integrating traditional distributors, e-commerce platforms, and overseas exports [4][5]. - This model aims to provide customized, one-stop solutions, enhancing customer satisfaction and ensuring efficient business expansion [4]. Group 4: Risk Management - The company is expanding procurement channels in emerging markets to enhance supply chain resilience and flexibility, while maintaining reasonable inventory levels [6]. - Specific measures are in place to mitigate currency exchange risks, including shortening quotation cycles and increasing the proportion of direct RMB settlements [6]. Group 5: Business Development and R&D Progress - In the first half of 2025, the company achieved a revenue of 12,236.98 million yuan, a year-on-year increase of 13.31% [7]. - Significant investments in R&D have led to the launch of five new products for nematode control and three new products for nitrogen-fixing in the first half of 2025 [8]. Group 6: Future Mergers and Acquisitions - The company plans to pursue external development strategies, focusing on acquiring firms with core R&D capabilities in agricultural additives and specialty fertilizers [8]. - The dual-track acquisition strategy will also target technology-driven companies in gene editing and digital agriculture to enhance its service capabilities [8]. Group 7: R&D Investment and Innovation - The company has established a robust R&D innovation mechanism, ensuring sustained investment and breakthroughs in core technologies [9]. - Collaboration with top research institutions is emphasized to tackle key technologies and optimize the commercialization path [9][10].

Group 1: Company Performance - The company achieved a revenue of 684.60 million CNY in the first half of 2025, representing a year-on-year increase of 6.50% [3] - Domestic revenue reached 365.06 million CNY, up 5.10%, accounting for 53.32% of total revenue [3] - International revenue was 319.54 million CNY, with an increase of 8.16%, making up 46.68% of total revenue [3] - Net profit attributable to shareholders was 61.22 million CNY, while net assets increased by 9.53% to 1.47 billion CNY [3] Group 2: Product Development and Innovation - The company focuses on technological innovation in the fertilizer additive sector, developing new products such as multifunctional coating agents and anti-caking agents [2] - A comprehensive heavy metal remediation solution has been developed and successfully validated, with international recognition of its technical feasibility [2] - The company is exploring new growth paths through digital and biological technology integration, aiming to create a modern agricultural ecosystem [3][7] Group 3: Marketing and Sales Strategy - The "1+X" strategic marketing model is employed to enhance customer reach and satisfaction through resource integration and channel optimization [4][5] - The company aims to deepen cooperation with leading agricultural groups and expand e-commerce and overseas markets [5] - Customized, one-stop solutions are provided to clients, enhancing long-term partnerships [5] Group 4: Future Growth and Expansion - The company plans to pursue strategic acquisitions to enhance its product lines and market competitiveness in the agricultural sector [6][7] - Focus areas for acquisitions include companies with advanced capabilities in gene editing and digital agriculture technologies [7] - The company is committed to balancing scale and efficiency while optimizing resource allocation and improving operational efficiency [9] Group 5: Challenges and Strategic Responses - Despite revenue growth, net profit declined due to increased investments in core technologies and product innovation [8] - The company is implementing large-scale demonstration projects across multiple provinces to promote modern agricultural practices [8] - Challenges include extended product turnover periods and increased accounts receivable due to international market expansion [9]

Core Viewpoint - Hubei Fubon Technology Co., Ltd. held a half-year performance briefing on August 26, 2025, discussing business development and strategic layout with investors through an online platform [1][2]. Group 1: Business Development - The agrochemical additive business is performing well, with a focus on "precision, greenness, efficiency, and nutrition" in product strategy, leading to a revenue of 496.41 million yuan in the first half of 2025, a year-on-year increase of 5.62% [3]. - The company has established a digital agriculture industrial park in Sanhe Town, Echeng City, leveraging land transfer and smart agricultural technology [3]. - The modern agriculture business achieved a revenue of 122.37 million yuan in the first half of 2025, reflecting a year-on-year growth of 13.31% [3]. Group 2: Financial Performance - In the first half of 2025, the company reported total revenue of 684.60 million yuan, a year-on-year increase of 6.50%, with domestic revenue of 365.06 million yuan (up 5.10%) and overseas revenue of 319.54 million yuan (up 8.16%) [3]. - The net profit attributable to shareholders was 61.22 million yuan, with net assets increasing by 9.53% to 1.47 billion yuan [3]. Group 3: Strategic Initiatives - The company is focusing on technological innovation in the fields of biological and digital agriculture, with a dual strategy of "biotechnology + digital technology" to drive agricultural modernization [3]. - The company has developed a "soil digital map" and related digital solutions through its subsidiary, Wuhan Soutu Data Technology Co., Ltd., which is in the demonstration application stage domestically [3]. - The company has established a cooperative in the Netherlands to enhance its core competitiveness by utilizing European market resources [3].

Group 1: Business Performance - The company achieved a revenue of 68,459.76 million yuan in the first half of 2025, representing a year-on-year increase of 6.50% [8] - Domestic revenue reached 36,505.79 million yuan, up 5.10%, accounting for 53.32% of total revenue; while overseas revenue was 31,953.97 million yuan, increasing by 8.16%, making up 46.68% of total revenue [8] - The modern agriculture business generated 12,236.98 million yuan in revenue, with a year-on-year growth of 13.31% [6][10] Group 2: Agricultural Business Strategy - The company focuses on the transformation and upgrading of agricultural additives, emphasizing precision, greenness, efficiency, and nutrition [2] - It has been recognized as the "global leader in fertilizer additive sales" by an international consulting firm, with a revenue of 49,641.49 million yuan, reflecting a growth of 5.62% [2] - The company is developing a digital agriculture industry park in Echeng City, integrating economic crop planting, agricultural technology display, and education [3] Group 3: Technological Innovation - The company is committed to technology innovation, focusing on biodegradable and environmentally friendly materials, and has launched products like nitrogen-fixing for gramineous crops and nematode control [3][4] - It has established a comprehensive R&D system for biological agriculture, covering microbial agents, bio-fertilizers, and biopesticides [4] - The company is leveraging "digital + biological" technology to drive modern agricultural transformation [4] Group 4: Market Expansion and Risk Management - The company is optimizing its sales network to expand into emerging international markets, particularly Southeast Asia [6] - It employs a dual currency settlement strategy to mitigate foreign exchange risks, ensuring stable overseas business development [8] - The company has established a cooperative in the Netherlands to enhance international market engagement and technology acquisition [7] Group 5: Financial Management and Future Outlook - The decline in net profit is attributed to increased investments in core technologies and product innovation, as well as extended product turnover periods due to overseas market expansion [10] - The company aims to balance scale and efficiency, enhancing resource allocation and operational efficiency to improve profitability [11] - Future strategies include continuous optimization of financial management and risk assessment related to goodwill [11]

Core Viewpoint - Fubon Technology reported a revenue of 685 million yuan for the first half of 2025, marking a year-on-year growth of 6.50%, with a net profit of 61.22 million yuan and a net asset increase of 9.53% to 1.471 billion yuan, driven by its modern agriculture business and global expansion efforts [1] Group 1: Financial Performance - The company achieved a revenue of 685 million yuan, a 6.50% increase year-on-year [1] - The net profit attributable to shareholders was 61.22 million yuan [1] - The net assets reached 1.471 billion yuan, reflecting a 9.53% growth [1] Group 2: Business Segments - The modern agriculture segment generated revenue of 122 million yuan, growing by 13.31% [1] - The overall revenue from the additives business was 496 million yuan, with a year-on-year increase of 5.62% [1] - The company’s overseas revenue amounted to 320 million yuan, an 8.16% increase, accounting for 46.68% of total revenue [1] Group 3: Research and Development - Fubon Technology launched new green products including multifunctional coating agents and granulation additives [1] - The company is collaborating with OCP Group on various projects, including calcium magnesium phosphate fertilizers and TSP-MgO [1] - The company’s self-developed heavy metal remediation solution has completed customer trials and is recognized internationally for its feasibility [1] Group 4: Agricultural Innovation - The modern agriculture segment employs a new model focusing on soil, crop data, and tailored fertilization, conducting numerous field trials across several provinces [2] - Special fertilizers generated revenue of 42.99 million yuan [2] - The company is enhancing production efficiency and quality stability through technological upgrades in its platforms [2] Group 5: Industry Collaboration and Initiatives - Fubon Technology established the "Hubei Province Bio-Fertilizer Industry Innovation Alliance" to focus on technology, standards, and market expansion [3] - The company is involved in a "Million Mu Technology Assistance Project" to promote advanced agricultural techniques and products [3] - Future plans include a focus on technological innovation in various agricultural sectors, emphasizing green development [3]

Core Viewpoint - Fubon Technology (300387) is focusing on the transformation and upgrading of its agricultural additives business while enhancing its modern agricultural services through technological innovation and market expansion strategies [1][2][4]. Financial Performance - In the first half of 2025, Fubon Technology achieved a revenue of 684.60 million yuan, a year-on-year increase of 6.50% [1]. - Domestic revenue was 365.06 million yuan, up 5.10%, accounting for 53.32% of total revenue, while overseas revenue reached 319.54 million yuan, growing by 8.16%, making up 46.68% of total revenue [1]. - The net profit attributable to shareholders was 61.22 million yuan, and the net assets increased by 9.53% to 1.47 billion yuan [1]. - The modern agriculture business reported a revenue of 122.37 million yuan, reflecting a growth of 13.31% [1][4]. Strategic Initiatives - The company is implementing a dual-driven approach of "technological innovation + market expansion" to enhance the integration of the industrial chain, innovation chain, and value chain [1][4]. - Fubon Technology has been recognized as the "global leader in fertilizer additive sales" by a reputable consulting firm, achieving a revenue of 496.41 million yuan in its additives business, which grew by 5.62% [2]. Research and Development - The company is focusing on developing high-efficiency and environmentally friendly additive products, including new multifunctional coating agents and granulation aids [2][5]. - Fubon Technology has established deep technical collaborations with leading global companies and has successfully completed small-scale tests for its heavy metal remediation solutions [2]. Modern Agricultural Services - Fubon Technology is innovating its agricultural service model by providing customized nutrient solutions based on soil characteristics and crop needs, contributing to sustainable agricultural development [3]. - The company has conducted numerous field trials across various provinces, achieving positive demonstration effects [3]. Market Expansion - The company is actively exploring new customer resources domestically and expanding its international presence, particularly in Europe and ASEAN regions [2][4]. - Fubon Technology has established a specialized market team to enhance brand influence and has achieved significant media exposure [5]. Future Outlook - Fubon Technology aims to continue focusing on "technological innovation, green development, and social responsibility" to enhance its global competitiveness in the agricultural sector [9].

Group 1: Financial Performance - In 2024, the company's revenue reached 123,507.48 million, a year-on-year increase of 17.79% [15] - Domestic revenue grew by 19.21%, while overseas revenue was 56,175.68 million, up 16.13%, accounting for 45.48% of total revenue [15] - The net profit attributable to shareholders was 9,359.03 million, reflecting a 30.81% increase year-on-year [15] Group 2: Business Strategy and Market Expansion - The company aims to replace 50% of chemical nitrogen fertilizer with biological nitrogen fixation technology within 3-5 years [5] - Future strategies include enhancing the global integrated operation system for marketing, R&D, production, supply, and logistics [3] - The company plans to deepen its market presence in Asia, Europe, Africa, and the CIS regions, focusing on emerging markets and blank areas [6] Group 3: Product Development and Innovation - The company achieved a revenue of 90,247.01 million from its additive business in 2024, a 9.35% increase, driven by green transformation opportunities [3] - It is focusing on developing a complete chain from laboratory research to field demonstration in modern agriculture [2] - The company is committed to integrating digital and biological technologies to enhance agricultural productivity and sustainability [7] Group 4: Marketing and Customer Engagement - The "1+X" strategic marketing model will be implemented to optimize resource integration and channel development [5] - The company emphasizes customized, one-stop solutions for clients, enhancing customer satisfaction and long-term partnerships [5] - It will leverage digital agriculture services to improve market reach and brand influence [4] Group 5: Future Outlook and Challenges - The company anticipates short-term fluctuations in performance due to seasonal factors and raw material price changes [9] - It is committed to continuous innovation and adapting to agricultural policies like "zero growth of chemical fertilizers and pesticides" [12] - The company will explore strategic acquisitions to enhance its competitive edge and market position [10]