Fertilizers and Agricultural Chemicals

YONFER

YONFER released FY2025 Annual Earnings on April 27 After-Market (BJT), actual revenue CNY 18.05 B (forecast CNY 17.45 B), actual EPS CNY 1.26 (forecast CNY 1.2451)

YONFER released FY2025 Q4 earnings on April 27 After-Market (BJT), actual revenue CNY 4.574 B, actual EPS CNY 0.1873

YONFER released FY2026 Q1 earnings on April 27 After-Market BJT, actual revenue CNY 5.5 B, actual EPS CNY 0.383

YONFER FY2026 Q1 Earnings Release Scheduled for April 28 After-Market BJT

YONFER to Release FY2025 Earnings on April 28 After-Market (BJT), Forecast Revenue CNY 17.45 B, EPS CNY 1.2451

YONFER released FY2025 9 Months Earnings on October 26 After-Market (BJT), actual revenue CNY 13.47 B, actual EPS CNY 1.0674

YONFER released FY2025 Q3 earnings on October 26 After-Market (BJT), actual revenue CNY 4.077 B, actual EPS CNY 0.3289

YONFER to Release FY2025 Q3 Earnings on October 27 After-Market BJT

YONFER released FY2025 Q2 earnings on August 7 After-Market (BJT), actual revenue CNY 4.73 B, actual EPS CNY 0.3434

YONFER released FY2025 Semi-Annual Earnings on August 7 After-Market (BJT), actual revenue CNY 9.398 B, actual EPS CNY 0.7391

YONFER to Release FY2025 Semi-Annual Earnings on August 8, 2025 (BJT)

Newyangfeng Wholly-Owned Agricultural Technology Company Established

Newyangfeng Registers Multiple Software Copyrights and Increases R&D Investment

Xinyangfeng Plans to Sign a Multi-billion Investment Project

Xinyangfeng Explains Significant Increase in Accounts Receivable Financing in Q1

Xinyangfeng Holds 2024 Annual Earnings Briefing

Xinyangfeng reports a 35% growth in compound fertilizer sales in Q1

Significant Growth in XinYangFeng's Revenue and Net Profit in Q1 2025

YONFER released FY2025 Q1 earnings on April 24 Pre-Market (BJT), actual revenue CNY 4.668 B, actual EPS CNY 0.395

Xinyangfeng says phosphate rock prices affect profitability environment

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000902

Shares of fertilizer companies are trading lower after Iran signaled that the Strait of Hormuz will remain open for the duration of the ceasefire, easing concerns over supply disruptions.

benzinga_article

Intrepid Potash

Nutrien

SINOFERT

Mosaic

HBYH

CHINA XLX FERT

CVR Partners

CF Industries

Fullgoal CSI Agriculture Theme ETF

Invesco DB Agriculture FD ETF

ChinaAMC CSI Agriculture Theme ETF

VanEck Agribusiness ETF

iShares MSCI Agriculture Producers ETF

First Trust Indxx Global Agri

600096

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

36Kr

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

According to the Zhitong Finance APP, YONFER released its third-quarter report for 2025. In the first three quarters, the company achieved an operating income of 13.475 billion yuan, a year-on-year increase of 8.96%. The net profit attributable to shareholders of the listed company was 1.374 billion yuan, a year-on-year increase of 23.43%. The net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 1.326 billion yuan, a year-on-year increase of 23.87%

Zhitong

YONFER released its performance for the first three quarters, with a net profit attributable to the parent company of 1.374 billion yuan, a year-on-year increase of 23.43%

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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

Wintrue Holding

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

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000830

300505

600141

600691

The fertilizer concept has rebounded with fluctuations, SLCT hitting the limit up, KMCJNC, YONFER, Hualu Hengsheng, LUXI CHEMICAL, Xingfa Chem, and Chitianhua also rising

Chitianhua

LUXI CHEMICAL

KMCJNC

Xingfa Chem

SLCT

The fertilizer concept fluctuates and rebounds, SLCT hits the limit up

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000893

The fertilizer concept continues to strengthen, with YONFER hitting the limit up, and Asia-potash, Boyuan Chemical, LUXI CHEMICAL, Stanley, HXN Technology, HSF, and others following suit

Asia-potash

The fertilizer concept continues to strengthen, YONFER hits the daily limit

On August 11th, YONFER stated on the interactive platform that this year's spring fertilizer market concentrated in the first quarter, while last year in March, the Northeast experienced low temperatures, causing a delay in spring fertilizer sales, resulting in a high base in April last year and a low volume in April this year. Additionally, due to the price adjustment of raw materials in May and June, there was a delay in the sales of summer and autumn fertilizers. The demand for compound fertilizers is rigid, and distributors will purchase when the demand surges in the third quarter

YONFER: The demand for compound fertilizers is rigid, and distributors will purchase during the demand surge in the third quarter

YONFER recently stated at an analyst meeting that the company made significant process improvements to its iron phosphate production line last year. The internal assessment is that the losses from iron phosphate will decrease this year. Regardless of whether there is "anti-involution," the negative impact of iron phosphate on the company is basically coming to an end. Iron phosphate has endured the most difficult years and has the opportunity to start contributing to performance again in the future

YONFER: The negative impact of iron phosphate on the company is basically coming to an end

YONFER recently stated at an analyst meeting that the urea prices have adjusted during the off-season in May and June, with distributors not in a hurry to stock up and farmers not in a hurry to use it. However, the compound fertilizer industry is a necessity, and the delayed volume will be concentrated in the third quarter. Additionally, the price difference of monoammonium phosphate between domestic and international markets is relatively large, and most of the company's phosphate fertilizer exports will be realized in the third quarter

YONFER: Most of the company's phosphate fertilizer exports will be realized in the third quarter

According to the Zhitong Finance APP, YONFER released its semi-annual report for 2025, with operating revenue of 9.398 billion yuan, a year-on-year increase of 11.63%. The net profit attributable to shareholders of the listed company was 951 million yuan, a year-on-year increase of 28.98%. The net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 912 million yuan, a year-on-year increase of 28.15%. The basic earnings per share were 0.7582 yuan

YONFER released its performance for the first half of the year, with a net profit attributable to the parent company of 951 million yuan, an increase of 28.98%

YONFER(000902.SZ)