Origin Agritech (SEED) investor relations material

Corporate overview and leadership

• Specializes in agricultural biotechnology, focusing on superior crop varieties and advanced breeding techniques.

• Holds a leading position in corn germplasm resources in China, with a legacy in hybrid corn breeding since 1997.

• Recent leadership transition brought in CEO Weibin Yan, who invested personal capital and implemented a five-pillar turnaround strategy.

• The new executive team includes experienced leaders from global agribusiness and capital markets.

• Operating loss narrowed by 47.8% and G&A expenses fell 70% year-over-year in 1H FY2026.

Strategic direction and growth plan

• Five-pillar turnaround framework: market-oriented breeding, biotech commercialization, sales network rebuilding, supply chain upgrades, and organizational strengthening.

• Three-phase strategy: 2024-2026 restructuring, 2026-2029 strong growth, and 2029-2032 international expansion targeting 20% overseas revenue.

• Open to strategic partnerships and long-term investments to leverage germplasm, gene-editing, and GMO portfolios.

• CEO has a track record of landmark strategic transactions and deep industry relationships.

R&D, innovation, and product pipeline

• Operates four research stations across China, focusing on seed R&D and collaborative partnerships.

• Advanced seed production base in Xinjiang with modern mechanization and processing capacity of 60,000 tons/year.

• Strong alliances with top Chinese agricultural research institutions for co-breeding and gene-editing projects.

• Robust pipeline with multiple breeding programs and 112 hybrids approved as new varieties over 27 years.

• National recognition for gene-editing breakthroughs, including the Hi3 platform and new alleles for earlier maturity.