In 2025, the 2025 CBP Biological Agriculture Promotion Conference officially launched. This conference focuses on core issues of biological transformation in the agricultural resources sector, providing in-depth analysis of cutting-edge trends and development directions in biological agriculture, showcasing leading-edge biotechnology achievements, and announcing industry excellence awards.
On August 19, Russian news agency Sputnik cited Indian government sources stating that as China-India relations normalize, China will resume supplying India with much-needed fertilizers, rare earth metals, and tunnel boring machines. On the same day, New Delhi Television (NDTV) quoted sources saying China will meet India's fertilizer needs, while India TV reported that China is prepared to supply India with fertilizers, rare earth materials, and tunnel boring machines. The Economic Times reported that China has eased export restrictions on fertilizers, rare earths, and tunnel boring machines to India.
During the 2025 Compound Fertilizer and Fertilizer Additive Industry Innovation Development Forum held August 19-21, Tai Xiuqing, senior consultant at Beijing Guomao Tong Big Data Co., Ltd., indicated that China's fertilizer export outlook for 2025 is expected to show "year-over-year growth in total volume, continued structural optimization, and emerging market leadership." In terms of total volume, June exports reached a 2.5-year high. Combined with agricultural production demand from key markets like Brazil and Vietnam in the second half of the year, total 2025 exports are expected to exceed 10 million tons, representing modest growth from 2024's 9.8521 million tons.
**Agricultural Focus**
Shandong Province's Department of Agriculture and Rural Affairs announced that starting mid-August, the province will conduct "double random, one public" supervision inspections of fertilizer production enterprises to purify the fertilizer production and marketing market and ensure agricultural production and agricultural product quality safety. The inspections will conclude by late October, covering organic fertilizers, organic-inorganic compound fertilizers, and compound fertilizer production enterprises, with inspection numbers not less than 30% of registered enterprises and total inspections covering at least 183 companies.
Recently, the National Agricultural Technology Extension Service Center issued a notice systematically organizing urgent problems in current production frontlines, establishing a major technology demand list for crop production, and soliciting solutions. The 63 major technology demands released cover key areas including crop productivity enhancement, quality improvement and efficiency gains, and green development, focusing on bottlenecks in water-fertilizer efficiency, pest control, disaster resistance, and mechanized production.
**Agricultural and Rural Affairs Ministry Deploys Fall Grain Crop Major Pest Control Work**
On August 19, the Ministry of Agriculture and Rural Affairs' Crop Management Department, together with the National Agricultural Technology Extension Service Center, held a national fall grain crop mid-to-late stage major pest control field meeting in Nanning, Guangxi, organizing main production provinces to observe major pest green control operations and inviting industry experts to explain rice and corn pest occurrence patterns and green control technologies.
**Market Analysis**
Interviews with agricultural resource dealers in parts of Shandong, Chongqing, and Heilongjiang revealed that Dingtao County in Heze, Shandong has entered the autumn fertilizer preparation period, while Yongchuan District in Chongqing has initiated ordering activities with active market trading and improving sentiment. Despite being in the off-season, urea prices have risen in both regions. In Shuangcheng District, Harbin, and Tailai County, Qiqihar, Heilongjiang, markets remain in the off-season with basically halted activities, most manufacturers suspending quotations, and virtually no fertilizer demand.
During autumn fertilizer preparation, agricultural resource "deception teams" have quietly operated, causing considerable trouble for local farmers.
Recently, China's monoammonium phosphate market has shown significant upstream strength and downstream weakness. Strong upstream cost support has intensified enterprises' pricing determination, while downstream demand remains weak with reduced purchasing enthusiasm. Under mixed bullish and bearish factors, the market has entered a stalemate with intensified buyer-seller negotiations and slower transaction pace.
Supported by new energy and agricultural fertilizer peak season demand overlap and autumn fertilizer preparation driving higher downstream operating rates, sulfur prices are expected to rise modestly, though August supplementary supplies at Zhenjiang and Dafeng ports will limit upward momentum.
**Corporate Updates**
In mid-to-late August, national autumn plowing fertilizer preparation enters a critical sprint period. Facing surging agricultural resource demand, the fertilizer industry welcomes its busiest moment of the year. Responding to market demand, Hubei Xingfa Chemicals Group actively responds to national supply stabilization calls, launching a comprehensive autumn fertilizer preparation campaign with goals of "stable raw materials, strong production, adequate supply."
**Stanley Agriculture Group Mid-Year Report: Revenue and Net Profit Both Rise Year-over-Year with Improved Profitability**
Recently, Stanley Agriculture Group released its 2025 interim report. By the end of the reporting period, total operating revenue reached 6.391 billion yuan, up 12.66% year-over-year, with net profit attributable to shareholders at 607 million yuan, up 18.9% year-over-year. Second quarter data shows operating revenue of 2.985 billion yuan, down 1.92% year-over-year, while second quarter net profit attributable to shareholders reached 319 million yuan, up 17.19% year-over-year. During the reporting period, Stanley Agriculture Group's profitability improved with gross margin increasing 2.81% and net margin rising 8.03% year-over-year.
**Hubei Forbon Technology Leads Hubei Provincial Agricultural Microbiology Major Project Launch**
On August 20, 2025, the "Agricultural Microbiology Industry Development Major Project" led by Hubei Province's Department of Agriculture and Rural Affairs - the "High-efficiency Crop Nitrogen-fixing Bacteria Creation and Application Demonstration" project launched. Led by Hubei Forbon Technology, the project involves collaboration with Huazhong Agricultural University, Chinese Academy of Agricultural Sciences Oil Crops Research Institute, Yangtze University, South-Central University for Nationalities, and other universities, research institutions, and enterprises. The project plans to develop at least four nitrogen-fixing bacteria products, establish thousand-ton production lines, and achieve core goals of 30% nitrogen reduction or 10% nitrogen fixation efficiency improvement in 2,000-acre demonstration areas.
**Kingenta Ecological Engineering Group Ranks on 2025 Shandong Private Enterprise Top 100 List, 31st in Innovation Rankings**
On August 19, the 2025 Shandong Private Enterprise Top 100 Series Rankings Release Conference and Second Linshang Conference opening ceremony were held in Linyi. Kingenta Ecological Engineering Group appeared on both the "2025 Shandong Private Enterprise Top 200" and "2025 Shandong Private Enterprise Innovation Top 100" lists, ranking 31st in innovation.
**Hubei Yihua Chemical Industry: 399 Million Yuan Net Profit in First Half of 2025**
Recently, Hubei Yihua Chemical Industry released its 2025 interim report. In the first half of 2025, the company achieved total operating revenue of 12.005 billion yuan, down 8.98% year-over-year; net profit attributable to shareholders of 399 million yuan, down 43.92% year-over-year; adjusted net profit of 315 million yuan, down 25.31% year-over-year; and net cash flow from operating activities of 1.287 billion yuan, down 40.35% year-over-year.
**$300 Million Subscription Intention Falls Through! Qinghai Salt Lake Industry "Withdraws" from Merger**
On August 18, Qinghai Salt Lake Industry announced that after comprehensive evaluation by a dedicated working group, the company decided to terminate project cooperation with Highfield Resources Limited, Yankuang Energy, and EMR, believing conditions for advancing the project cooperation are not yet mature. The decision comes just three months after signing a letter of intent on May 12 to subscribe approximately $300 million (about 2.153 billion yuan) in cash for Highfield Resources' ordinary shares. Yankuang Energy personnel indicated that with Qinghai Salt Lake Industry's withdrawal, the Highfield Resources subscription plan requires revision, with uncertainty about whether to proceed independently or seek new strategic partners.
**Aojia Ecology Reports 668,700 Yuan Profit in First Half of 2025, Turning Profitable Year-over-Year**
On August 18, Aojia Ecology released its 2025 interim performance report. The report shows that in the first half of 2025, the company achieved operating revenue of 101 million yuan, up 30.56% year-over-year, with profit of 668,700 yuan, turning from a loss of 5.6447 million yuan in the same period last year.
Comments