Fertilizers and Agricultural Chemicals

YTH released FY2026 Q1 earnings on April 27 During-Market (BJT), actual revenue CNY 11.98 B, actual EPS CNY 0.7816

YTH to Release FY2026 Q1 Earnings Report on April 28 During-Market (BJT)

YTH released FY2025 Q4 earnings on March 23 After-Market (BJT), actual revenue CNY 10.82 B, actual EPS CNY 0.2372

YTH released FY2025 Annual Earnings on March 23 After-Market (BJT), actual revenue CNY 48.41 B (forecast CNY 56.96 B), actual EPS CNY 2.8283 (forecast CNY 3.0925)

YTH to Release FY2025 Earnings on March 24 After-Market (BJT), Forecast Revenue CNY 56.96 B, EPS CNY 3.0925

YTH released FY2025 9 Months Earnings on October 28 During-Market (BJT), actual revenue CNY 37.6 B, actual EPS CNY 2.5846

YTH released FY2025 Q3 earnings on October 28 During-Market (BJT), actual revenue CNY 12.61 B, actual EPS CNY 1.0793

YTH to Release FY2025 Q3 Earnings Report on October 29 During-Market BJT

YTH released FY2025 Q2 earnings on August 19 Pre-Market (BJT), actual revenue CNY 11.99 B, actual EPS CNY 0.8024

YTH released FY2025 Semi-Annual earnings on August 19 Pre-Market (BJT), actual revenue CNY 25.02 B (forecast CNY 24.99 B), actual EPS CNY 1.5106 (forecast CNY 1.51)

YTH to Release FY2025 Semi-Annual Earnings on August 20, 2025 (BJT)

Yunhehua Shares Rise, Receiving Buy Rating from Analyst

China International Capital Corporation First Covers Yunhehua With a Buy Rating

Yuntianhua Publishes Q1 2025 Earnings Report

YTH released FY2025 Q1 earnings on April 29 Pre-Market (BJT), actual revenue CNY 13 B, actual EPS CNY 0.7029

YTH to Release FY2025 Q1 Earnings Report on April 30 Pre-Market BJT

Yuntianhua's net profit after deduction is expected to grow by 15.12% in 2024, with a proposed cash dividend of 2.552 billion yuan

Summary of Yuntianhua's Conference Call with CITIC Prudential Fund and Xindong Lianke's Analyst Meeting

YTH released FY2024 Annual Earnings on March 24 After-Market (BJT), actual revenue CNY 61.65 B (forecast CNY 68.96 B), actual EPS CNY 2.9278 (forecast CNY 2.8483)

YTH released FY2024 Q4 earnings on March 24 After-Market (BJT), actual revenue 14.81 B CNY, actual EPS 0.4955 CNY

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US Agriculture Secretary Rollins: Exploring Short-Term Options for Fertilizer Relief

Wallstreetcn

CF Industries

Intrepid Potash

CADSG

BATIAN

LSB Industries

Mosaic

SINOFERT

Corteva

Fullgoal CSI Agriculture Theme ETF

iShares MSCI Agriculture Producers ETF

ChinaAMC CSI Agriculture Theme ETF

Invesco DB Agriculture FD ETF

Yinhua CSI Agriculture Theme ETF

601727

Last Friday (20th), Wu Lei, Chairman of Shanghai Electric Group, visited YTH Group and held discussions with its Chairman Liu Hexing. Both parties engaged in in-depth exchanges on cooperation in areas such as industrial collaborative development, green low-carbon transformation, and digital intelligence upgrading

AASTOCKS

Shanghai Electric

Shanghai Electric and YTH are collaborating on digital upgrades and other areas of synergy

Goldman Sachs released a research report analyzing the impact of trade disruptions in the Strait of Hormuz on the profitability of China's fertilizer and methionine companies. The report points out that the Middle East holds a significant share of global urea and phosphate production, with expected profit increases of 1% to 11%. Goldman Sachs maintains a "Buy" rating on YTH, a "Neutral" rating on China Xinnianxin, and a "Sell" rating on Adisseo

Goldman Sachs expects that trade disruptions will positively impact the profitability of domestic fertilizer companies and continues to recommend buying YTH

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The China Nitrogen Fertilizer Industry Association issued a statement calling on industry participants not to spread or believe rumors regarding the speculation of rising guidance prices for urea. The association emphasized that the guidance price for urea is aimed at ensuring supply and stabilizing prices in the domestic market, as well as stabilizing market expectations. Recent speculative activities have severely affected market stability, and the association reiterated that urea prices should primarily focus on stability, recommending that participants rely on information released by the association

Guotai CSI Subdivision Chemical Industry Theme ETF

LZCIC

Liuguo Chemical

Penghua CSI Subdivision Chemical Industry Theme ETF

Chitianhua

SCMF

CHINA XLX FERT

SLSVC

HUALU-HENGSHENG

HBYH

HUACHANG CHEMICAL

Hwabao WP CSI Subdivision Chemical Industry Theme ETF

SLCT

China Nitrogen Fertilizer Industry Association: Regarding the rampant speculation by participants on the expected rise in urea guidance prices, we urge industry participants not to spread rumors or believe in rumors

The National Development and Reform Commission issued a notice requiring provincial development and reform commissions to cooperate with the industrial and information technology departments to ensure stable production and supply of fertilizers for the spring plowing of 2026 and throughout the year. The notice emphasizes the need to implement minimum production plans, coordinate raw material supply, support construction projects of phosphate fertilizer production enterprises, and encourage domestic sulfur to be prioritized for the domestic market to ensure fertilizer supply during the spring plowing period

National Development and Reform Commission: Ensure the supply and price stability of fertilizers for the spring plowing in 2026 and throughout the year

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As the spring plowing preparation season arrives, the fertilizer market welcomes the traditional peak demand period, with prices of nitrogen, phosphorus, and potassium rising, and compound fertilizer prices stabilizing at a high level. In January, the average price of urea was 1,755 yuan/ton, an increase of 2.16% month-on-month; the average price of 55% monoammonium phosphate was 3,873.82 yuan/ton, an increase of 2.49% month-on-month; the average price of 64% diammonium phosphate was 4,366.05 yuan/ton, a slight increase of 0.42% month-on-month; the average price of 62% white potassium was 3,258 yuan/ton, a slight increase of 0.09% month-on-month; the average price of 45% compound fertilizer was 3,136 yuan/ton, a decrease of 2.37% month-on-month

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YONFER

The fertilizer market is preparing for spring plowing, with a structural price increase

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The phosphorus chemical sector fluctuated and rose, with KMCJNC up over 10%. TONZE, YUEGUI, LuHua Technology, YTH, Xingfa Chem, and Chanhen also followed suit

Xingfa Chem

Chanhen

KMCJNC

TONZE

YUEGUI

Affected by the surge in chemical prices, the price of phosphate rock continues to operate at a high level. On November 11, the average price of 30% grade phosphate rock was 1,017 yuan/ton. Factors such as tightening environmental policies and increasing demand for new energy make it difficult to break the tight supply and demand pattern in the short term, and prices are expected to remain high. YTH, Xingfa Chem, and Chuanheng Co., Ltd. have abundant phosphate resources and strong market competitiveness

The surge in chemical prices has stimulated demand for phosphate rock, with multiple listed companies holding "rich mines."

YTH(600096.SH)