Fertilizers and Agricultural Chemicals

Wintrue Holding

Wintrue Holding released FY2026 Q1 earnings on April 28 After-Market BJT, actual revenue CNY 6.102 B, actual EPS CNY 0.25

Wintrue Holding to Release FY2026 Q1 Earnings Report on April 29 After-Market BJT

Wintrue Holding released FY2025 earnings on April 14 After-Market BJT, actual revenue CNY 21.4 B (forecast CNY 23.77 B), actual EPS CNY 0.69 (forecast CNY 0.76)

Wintrue Holding released FY2025 Q4 earnings on April 14 After-Market (BJT), actual revenue CNY 5.53 B, actual EPS CNY 0.1277

Wintrue Holding to Release FY2025 Earnings on April 15 After-Market (BJT), Forecast Revenue CNY 23.77 B, EPS CNY 0.76

Wintrue Holding released FY2025 Q3 earnings on October 27 During-Market (BJT), actual revenue CNY 4.469 B, actual EPS CNY 0.1304

Wintrue Holding released FY2025 9 Months earnings on October 27 During-Market (BJT), actual revenue CNY 15.87 B, actual EPS CNY 0.5556

Wintrue Holding to Release FY2025 Q3 Earnings on October 28 During-Market BJT

Wintrue Holding released FY2025 Q2 earnings on August 27 After-Market (BJT), actual revenue CNY 5.689 B, actual EPS CNY 0.2201

Wintrue Holding released FY2025 Semi-Annual Earnings on August 27 After-Market (BJT), Actual Revenue: CNY 11.4 B, Actual EPS: CNY 0.4251

Wintrue Holding to Release FY2025 Semi-Annual Earnings on August 28, 2025 (BJT)

Yuntu Holding Accepts Institutional Research and Introduces Industrial Chain Integration and Strategic Direction

Company Advances Synthesis Ammonia and Phosphate Rock Projects to Lower Compound Fertilizer Costs

Yuntu Holding Invests in Mangmico Salt Lake Lithium Mine Project with 50,000 Tons of Lithium Carbonate Capacity

Yuntu Holding Fully Establishes Jiashili Fertilizer Co., Ltd.

Yuntu Holding Accepts Institutional Investor Survey

Yuntuhuokong's Phosphate Mine Development Project Accelerates

Yuntu Holding Reports Record High Phosphate Fertilizer Sales in Q1

Yuntu Holding's Net Profit Up 18.99% in Q1 2025

Wintrue Holding released FY2025 Q1 earnings on April 25 After-Market BJT, actual revenue CNY 5.712 B, actual EPS CNY 0.21

002539

According to the Zhitong Finance APP, Wintrue Holding released its Q3 2025 report. In the first three quarters, the company achieved an operating income of 15.87 billion yuan, a year-on-year increase of 1.10%. The net profit attributable to shareholders of the listed company was 675 million yuan, a year-on-year increase of 0.86%. The net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 663 million yuan, a year-on-year increase of 13.46%

Zhitong

Wintrue Holding released its performance for the first three quarters, with a net profit attributable to the parent company of 675 million yuan, a year-on-year increase of 0.86%

Wintrue Holding announced that its revenue for the third quarter was 4.469 billion yuan, a decrease of 4.73%; net profit was 164 million yuan, a decrease of 23.88%. Revenue for the first three quarters was 15.87 billion yuan, an increase of 1.10%; net profit was 675 million yuan, an increase of 0.86%

Wintrue Holding: The net profit for the third quarter was 164 million yuan, a decrease of 23.88%

According to the "Regulations on the Administration of Import and Export of Goods of the People's Republic of China" and the "Interim Measures for the Administration of Tariff Quotas for Fertilizer Imports," the Ministry of Commerce has formulated the "Total Amount, Allocation Principles, and Related Procedures for Fertilizer Import Tariff Quotas in 2026." The total amount of fertilizer import tariff quotas for 2026 is 13.65 million tons. Among them, urea is 3.3 million tons; diammonium phosphate is 6.9 million tons; and compound fertilizer is 3.45 million tons

Ministry of Commerce: The total import tariff quota for fertilizers in 2026 is 13.65 million tons

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002588

Dongfang Securities released a research report indicating that leading companies in the compound fertilizer industry possess cash cow attributes and are expected to enhance their dividend potential in the future. With the end of capital expenditures for industry chain integration, the competitive advantages of leading companies will continue to strengthen, making them stable investment targets. Relevant companies such as YONFER, STANLEY, and Wintrue Holding account for approximately 20% of national sales. The market's underestimation of their long-term dividend potential stems from concerns about the industry's superficial aspects, while in reality, the operating cash flow and bargaining power of leading companies have significantly improved

YONFER

STANLEY

Dongfang Securities: The cash cow attributes of leading compound fertilizer companies are expected to continue to strengthen, and the companies are likely to enhance their dividend potential

Wintrue Holding signed a capital increase and share expansion agreement with Xinyong Zhiyuan and its subsidiaries, intending to acquire a 49% stake in Shenglong Mining, with a capital increase of 49 million yuan. The company will provide Shenglong Mining with loans of no more than 500 million yuan to support the development of the Erba Phosphate-Lead-Zinc Mine, ensuring a stable supply of phosphate ore and improving resource utilization

Wintrue Holding plans to acquire a 49% stake in Shenglong Mining to stabilize the source of phosphate rock raw materials

Wintrue Holding stated during the institutional research on September 16 that phosphate rock prices are expected to remain strong. Due to the fact that most of the new domestic phosphate rock production capacity is still under construction, short-term supply is limited, and overall supply is tight, especially as high-grade phosphate rock resources are scarce, which supports prices. At the same time, the widespread application of phosphate rock in agriculture and the new energy industry has driven rigid demand growth, further supporting prices

Wintrue Holding: The price of phosphate rock is expected to remain strong

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On September 9th, Wintrue Holding stated on the interactive platform that the company's iron phosphate products are mainly used for the preparation of lithium iron phosphate, which is a cathode material for lithium batteries. The downstream application scenarios of lithium iron phosphate include power batteries and energy storage batteries. Currently, the company has established stable cooperative relationships with leading clients such as Easpring, Taifeng Xianxing, Hive Energy, and Zhongchuang Xinhang

Easpring

Wintrue Holding: Has established stable cooperative relationships with clients such as Easpring and Honeycomb Energy

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605033

On the afternoon of August 26, the fertilizer and pesticide sector fluctuated and strengthened, with Wintrue Holding hitting the limit up, MBGF rising over 6%, and JSAC, Dongfang Tieta, Guangxin Shares, and others following suit

JSAC

MBGF

The fertilizer and pesticide sector fluctuated strongly, and Wintrue Holding hit the daily limit in the afternoon

According to the Qichacha APP, recently, Guangxi Yatong Port and Shipping Co., Ltd. was established with a registered capital of 10 million yuan. The business scope includes: ship port services; port cargo loading and unloading activities; inter-provincial general cargo transportation, intra-provincial shipping; port operations, etc. Qichacha's equity penetration shows that the company is wholly owned by Wintrue Holding indirectly

Wintrue Holding establishes a new company including port operation business

Wintrue Holding stated in an institutional survey that the long-term supply and demand pattern of phosphate rock is tightening. The company owns three phosphate mines in Leibo County, Sichuan Province, among which the Aju Luo Xia phosphate mine and the Niu Niu Zhai East Section phosphate mine have obtained mining rights. The former is constructing a 2.9 million tons/year mining and selection project, while the latter is optimizing the design for a 4 million tons/year mining and selection plan. Due to factors such as environmental restrictions on mining and resource integration, the market supply of phosphate rock is constrained, while demand continues to grow in downstream sectors

Wintrue Holding: The long-term supply and demand pattern of phosphate rock is tightening

Wintrue Holding(002539.SZ)