Core Viewpoint - Origin Agritech Ltd. reported a decline in revenue for the fiscal year 2025, primarily due to equipment upgrades and a reduction in external seed production services, while also highlighting significant partnerships and advancements in research and development [1][4][5]. Business Accomplishments and Highlights for the Year Ended September 30, 2025 - The company established a three-way partnership with China Agricultural University and the Beijing Academy of Agricultural and Forestry Sciences to enhance corn "smart plant type" improvement and innovative variety development [5]. - Origin signed cooperation agreements with 12 agricultural companies at the Sanya International Seed Industry Scientist Conference [5]. - The launch of the "Golden Harvest Club" aimed to strengthen relationships within its distribution ecosystem [5]. - Four new corn varieties were launched, with Jinqiao 8 receiving approval for introduction in five provinces [5]. Financial Results - Revenue for fiscal year 2025 was RMB 91.3 million (US$12.8 million), a decrease from RMB 113.4 million (US$16.2 million) in fiscal year 2024 [4]. - Total operating expenses increased to RMB 64.2 million (US$9.0 million) from RMB 52.7 million (US$7.5 million) in fiscal year 2024 [6]. - The net loss from continuing operations was RMB 58.0 million (US$8.2 million), compared to a net income of RMB 18.7 million (US$2.7 million) in fiscal year 2024 [7]. Liquidity and Cash Flow - As of September 30, 2025, cash and cash equivalents were approximately RMB 15.9 million (US$2.2 million), an increase from RMB 8.4 million (US$1.2 million) in the previous year [8]. - Net cash used in operating activities was RMB 22.9 million (US$3.2 million), compared to RMB 15.0 million (US$2.1 million) in fiscal year 2024 [9]. - Net cash provided by financing activities increased significantly to RMB 44.3 million (US$6.2 million) from RMB 4.5 million (US$0.6 million) in fiscal year 2024 [10]. Management Commentary - The CEO emphasized that fiscal year 2025 was a year of recovery, with a focus on restoring team capabilities and infrastructure, and outlined a three-stage strategic plan for future growth [11].

Core Insights - Origin Agritech Ltd. has successfully re-entered the Northeast market, a significant agricultural region in China, through a recent event that attracted over 200 dealers and partners, indicating strong commercial interest in its products and technology [1][6] Product Development - The company introduced several new corn varieties, including Jinqiao 8, Jingke 4580, and Jingke 317, which have received national approval and exhibit high yield potential, disease resistance, and adaptability to the local climate, expected to drive future revenue [2] Strategic Partnerships - Origin Agritech has formed a collaboration agreement with Fengtian Seed Industry to co-develop premium seed varieties, which aligns with its strategy to utilize established distribution networks for faster market penetration [3] Technological Advancements - Updates on the company's transgenic technology platform were provided, highlighting advancements in the BBL2-2 event and gene editing applications developed in collaboration with China Agricultural University, showcasing ongoing innovation in biotechnology [4] Marketing Initiatives - The launch of the Golden Harvest Club and Brand Symbiosis Program aims to strengthen relationships with dealers and create collaborative growth opportunities, with further details shared during the recent event [5] Management Perspective - The CEO emphasized the importance of re-entering the Northeast market as a key growth strategy, noting the positive reception from dealers and partners, which validates the company's product strategy and sets a foundation for future sales growth [6]

Core Viewpoint - Origin Agritech Ltd. successfully held its Achievements Exhibition and Seed Industry Innovation Summit, reinforcing its market position and strategic growth initiatives in the agricultural technology sector [1][3]. Group 1: Event Overview - The summit took place on August 9-10, 2025, in Zhengzhou, Henan Province, attracting over 700 distributor partners and more than 30 industry experts [1][2]. - The event served as a platform to showcase Origin's latest product portfolio, including four new corn varieties: Jingke 317, Jinqiao 8, Xundan 203, and Aoyu 728, which have undergone extensive testing and regulatory approvals [2][4]. Group 2: Distributor Engagement - The summit highlighted strong market interest in the new product offerings, with active participation from distributors in the launch and ordering process [3][4]. - The attendance of over 700 distribution partners underscores the strength of Origin's established channel network and the commercial appeal of its product pipeline [3][4]. Group 3: Strategic Initiatives - CEO Weibin Yan outlined an eight-year strategic development plan aimed at establishing a leading position in China's seed industry during the summit [5]. - The launch of the "Golden Harvest Club," a strategic alliance to strengthen relationships within Origin's distribution ecosystem, was also announced [5]. Group 4: Research and Development - Under the leadership of Vice President and R&D Director Dezhi Deng, Origin's breeding programs focus on developing varieties with enhanced stress tolerance, yield optimization, and commercial viability [4][6]. - Expert presentations from leading agricultural researchers endorsed the new corn varieties, particularly the Jingke 317 variety [6][4]. Group 5: Regulatory Approvals - The new corn varieties have received various regulatory approvals, with Jinqiao 8 approved for introduction in five provinces and Jingke 317 approved in the National Trial [9].

Core Viewpoint - Origin Agritech Ltd. reported a decrease in revenue for the first half of fiscal year 2025, primarily due to production halts and equipment upgrades, while highlighting significant advancements in biotechnology and strategic partnerships aimed at long-term growth [6][13]. Business Accomplishments and Highlights - Established the "Origin Marker Biological Breeding Service Consortium" in October 2024 to enhance the commercialization of GMO traits and gene editing technologies, collaborating with numerous breeding companies across China [5]. - Formed a three-way partnership with China Agricultural University and the Beijing Academy of Agricultural and Forestry Sciences in January 2025 to focus on corn improvement and innovative variety development [5]. - Signed cooperation agreements with 12 agricultural companies during a seminar in January 2025, focusing on biotechnology services and transgenic applications [5]. - Advanced GMO corn hybrid trials, with one hybrid on track for potential approval in 2025 and two others expected in 2026 [5]. - Launched the MIGC 20K gene chip technology in January 2025, enhancing molecular breeding capabilities [5]. - Established four R&D platforms and accumulated nearly 300,000 corn germplasm resources, receiving authorization for multiple gene editing traits [5]. Financial Results - Revenue for the six months ended March 31, 2025, was $10.1 million, down from $13.0 million in the same period of 2024, attributed to production capacity reductions [6]. - Total operating expenses increased to $4.6 million from $1.9 million year-over-year, with general and administrative expenses rising significantly [7][8]. - The company reported an operating loss of $3.4 million compared to an operating income of $0.6 million in the previous year [9]. - Net loss attributable to the company was $3.6 million, a decline from a net profit of $0.2 million a year ago, with a loss per share of $0.50 compared to an income per share of $0.03 [10][11]. Management Commentary - The CEO emphasized the transformative period for the company, focusing on strategic investments and the establishment of a three-platform strategy aimed at long-term value creation [13].

Core Insights - Origin Agritech Ltd. successfully hosted its Huanghuai Region Core Customer Symposium in Zhengzhou, showcasing nearly 300 new corn varieties and strengthening relationships with core distributors [1][4] Company Developments - The Symposium featured comprehensive demonstrations of new variety developments, engaging the executive leadership with key customer representatives to enhance market integration and technology adoption [2] - CEO Weibin Yan presented the Company's strategic vision, research achievements, and future development roadmap, discussing industry trends and competitive dynamics in the corn seed market [3] Agricultural Innovation - The event marked a significant milestone in the Company's commitment to advancing agricultural innovation in China, accelerating market adoption of new varieties while gathering feedback for future R&D efforts [4] - The biotechnology zone highlighted genetically modified and gene-edited varieties, showcasing innovative breakthroughs with applications for national food security and high-quality agricultural development [5] Collaborative Efforts - The cooperative expert variety zone featured corn varieties developed in collaboration with renowned scientists from various prestigious institutions, enhancing the credibility and market potential of the offerings [6] Market Response - The enthusiastic response from the distributor network confirmed the market potential of the innovative seed varieties, strengthening the Company's market position and laying a foundation for the commercial launch of next-generation corn varieties [7] Product Showcase - The Symposium introduced flagship corn varieties including Jinqiao 8, Jingke 317, Jundan 203, and Aoyu 728, along with 16 advanced validation-stage varieties with significant market potential [9] - Breakthrough gene editing varieties and transgenic breeding technologies were also showcased, emphasizing the Company's leadership in agricultural biotechnology [9]