Origin Agritech unveils extensive plan for board restructuring
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 12 2025
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Should l Buy SEED?
Board Restructuring: Origin Agritech has restructured its Board of Directors, reducing the number of members from seven to five as part of a governance initiative.
New Appointments: Dr. Changqing Mao and Siu Laam Hau have been appointed as Independent Directors, enhancing the company's governance with their expertise in agriculture and finance.
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Analyst Views on SEED
About SEED
Origin Agritech Ltd is a holding company mainly engaged in agricultural biotechnology. The Company specializes in crop seed breeding and genetic improvement, seed production, processing, distribution and related technical services. The Company and its subsidiaries are primarily engaged in corn seed development and distribution business as well as research on crop genetic improvement breeding technology. The Company's products include corn seeds, nutritionally enhanced corn (NEC), soybean seeds, rapeseed seeds and rice seeds. The Company has a breeding research platform in the country, including research centers, breeding stations, winter breeding bases, and others. The Company mainly conducts its business in domestic and overseas markets.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Declining Financial Performance: Origin Agritech reported a net loss from continuing operations of RMB 58.0 million (US$8.2 million) for the fiscal year ended September 30, 2025, contrasting with a net income of RMB 18.7 million (US$2.7 million) in FY 2024, indicating a significant decline in profitability.
- Increased Attributable Loss: The net loss attributable to Origin for FY 2025 was RMB 53.3 million (US$7.5 million), compared to a net income of RMB 20.7 million (US$3.0 million) in FY 2024, reflecting heightened pressures in the competitive market and ongoing deterioration in profitability.
- Revenue Decline: Revenue for FY 2025 was RMB 91.3 million (US$12.8 million), down from RMB 113.4 million (US$16.2 million) in FY 2024, suggesting challenges in sales and market expansion that could impact future investment attractiveness.
- Uncertain Market Outlook: The ongoing losses and revenue decline raise questions about Origin Agritech's future market outlook, prompting investors to closely monitor how the company addresses its current financial challenges and potential strategic adjustments.
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- Declining Financial Performance: For the fiscal year 2025, Origin Agritech reported revenue of RMB 91.3 million (US$12.8 million), a 19.9% decrease from RMB 113.4 million (US$16.2 million) in fiscal year 2024, primarily due to reduced external seed production services resulting from equipment upgrades at the Xinjiang factory, impacting overall sales performance.
- Increased Net Loss: The net loss for fiscal year 2025 was RMB 53.3 million (US$7.5 million), a stark contrast to the net income of RMB 20.7 million (US$3.0 million) in fiscal year 2024, highlighting the challenges and market pressures faced during the recovery phase.
- Improved Cash Flow Position: As of September 30, 2025, the company had approximately RMB 15.9 million (US$2.2 million) in cash and cash equivalents, up from RMB 8.4 million (US$1.2 million) in 2024, indicating a positive cash flow trend with net cash provided by financing activities amounting to RMB 44.3 million (US$6.2 million).
- Strategic Plan Execution: CEO Weibin Yan stated that 2025 is a recovery year for the company, with full restoration of team and R&D capabilities, and plans to gradually achieve industry leadership by 2026 and 2027, reflecting the company's confidence and strategic positioning for future growth.
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- Declining Financial Performance: For the fiscal year 2025, Origin Agritech reported revenue of RMB 91.3 million (US$12.8 million), a 19.8% decrease from RMB 113.4 million (US$16.2 million) in 2024, primarily due to reduced external seed production services from equipment upgrades at the Xinjiang factory, negatively impacting overall sales performance.
- Strengthened R&D Partnerships: The company established a three-way partnership with China Agricultural University and the Beijing Academy of Agricultural and Forestry Sciences, focusing on corn 'smart plant type' improvement and innovative variety development, highlighting its strategic positioning and influence in the agricultural technology sector.
- Product Portfolio Expansion: At the August 2025 Industry Summit, Origin launched four new corn varieties, with 'Jinqiao 8' receiving approval for introduction in five provinces, indicating the company's innovative product capabilities and positive market demand response.
- Management Confidence Restoration: CEO Weibin Yan stated that 2025 has been a recovery year for the company, with the team and sales network fully restored, and future plans to implement a three-stage strategy aiming to regain industry leadership from 2030 to 2032, demonstrating confidence in future growth.
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- Financial Results Announcement: Origin Agritech will release its fiscal year 2025 financial results on January 30, 2026, reflecting the company's ongoing commitment to transparency and investor communication.
- Conference Call Details: The company will host a conference call on February 2, 2026, at 8 a.m. ET, led by CEO Weibin Yan and CFO Patrick Cheng, aimed at providing in-depth discussions on financial results and business updates with investors.
- Investor Engagement: Investors can submit questions via email by January 29, demonstrating the company's emphasis on investor feedback and enhancing investor relations.
- Technological Innovation Background: Since its founding in 1997, Origin Agritech has made significant strides in crop seed biotechnology, being the first to receive a Bio-Safety Certificate for transgenic corn from China's Ministry of Agriculture, showcasing its leadership in the industry.
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- Earnings Announcement Schedule: Origin Agritech is set to release its FY 2025 financial results on January 30, 2026, and will discuss these results in a conference call on February 2, which may influence the company's stock price.
- Conference Participation Details: The call will be led by CEO Weibin Yan and CFO Patrick Cheng, allowing investors to submit questions via email by January 29, enhancing engagement with the investment community.
- Technological Innovation Background: Founded in 1997, Origin Agritech has made significant strides in crop seed biotechnology, with its phytase corn being the first transgenic corn to receive a Bio-Safety Certificate from China's Ministry of Agriculture, showcasing the company's leadership in the industry.
- Future Outlook Statements: The company's forward-looking statements highlight uncertainties regarding future business and financial performance, urging investors to consider market changes and potential risks, thereby ensuring transparency and compliance.
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- Clinical Trial Launch: SEED Therapeutics has dosed the first patient in its Phase 1a study of ST-01156, targeting advanced solid tumors dependent on RBM39, marking a significant milestone for patients urgently needing new therapeutic options.
- Drug Design Advantage: ST-01156 is an orally administered molecular glue degrader designed to selectively degrade RBM39, a key regulator essential for the survival of various cancers, with preclinical studies demonstrating complete tumor regression in Ewing sarcoma and KRAS-mutant colorectal cancer models.
- FDA Designation Support: The drug has received U.S. FDA Orphan Drug and Rare Pediatric Disease Designations specifically for Ewing sarcoma, highlighting its market potential given that no new therapeutic agents have been approved in the last 30 years.
- Innovative Study Design: The trial involves administering ST-01156 orally once daily for 28 consecutive days, aiming to evaluate its safety and tolerability while integrating pharmacokinetics and biomarker learning to optimize future therapeutic development.
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