How is the current prosperity level of the global pesticide industry?

Recall a post I made on May 13 this year (2022): India’s Directorate General of Foreign Trade announced on that date restrictions on wheat exports…, discussing the adverse situation facing global food security and the potential for a food crisis. Indeed, scrolling through TikTok, I came across related news again—indicating growing public attention and confirming these concerns are not baseless. I’ve previously written several articles related to agriculture: Given A-share market tendencies, if this situation fails to improve—and instead worsens—short-term fund-driven, event-triggered speculation in the agricultural sector cannot be ruled out. Today, we’ll examine one agricultural subsector likely to benefit from food security challenges—the pesticide industry—and discuss the current prosperity level of the global pesticide industry. The global pesticide market is dominated by multinational corporations. The top eight agrochemical companies collectively account for over 80% of the global market share (2020), including four innovative pesticide developers (Syngenta, Bayer, Corteva, BASF) and four generic pesticide producers (ADAMA, UPL, FMC, Nufarm). I. Operating Performance of the Four Innovative Pesticide Developers in 2021 The agrochemical businesses of these four innovative developers encompass both pesticide and seed operations. In 2021, all four companies reported year-on-year growth in revenue. ADAMA, UPL, FMC, and Nufarm achieved revenues of USD 4.868 billion, USD 5.213 billion, USD 5.045 billion, and USD 2.406 billion, respectively—a YoY increase of +11.7%, +3.3%, +8.7%, and +26.5%. By business segment, herbicides, insecticides, and fungicides all posted strong performance overall, driven by robust global demand. Only Corteva’s insecticide business saw a slight YoY decline; all other multinationals reported YoY growth in product sales. By region, Latin America and the Asia-Pacific were the primary growth markets for innovative developers. II. Operating Performance of the Four Generic Pesticide Producers in 2021 Increased sales volume and higher pricing jointly drove YoY revenue growth across all four generic producers. Quarterly analysis shows their operating performance began improving markedly from H2 2021 onward—a trend continuing into Q1 2022—with overall gross margins remaining relatively stable. III. Operating Performance of Domestic Pesticide Listed Companies in 2021 and Q1 2022 Based on core business activities, domestic pesticide listed companies can be categorized into five segments: intermediates, technical-grade active ingredients (TCs), formulations, diversified businesses, and others. In 2021, these segments generated total revenues of RMB 87.15 billion, RMB 3.69 billion, RMB 7.75 billion, RMB 9.9 billion, and RMB 0.99 billion, respectively—an increase of RMB 1.9 billion, RMB 0.94 billion, RMB 0.32 billion, RMB 2.18 billion, and RMB 0.16 billion YoY (+28%, +22%, +9%, +39%, +20%). Companies producing mass-market herbicides such as glyphosate and glufosinate recorded notably faster revenue and profit growth, primarily due to substantial price increases for these two products in 2021, which expanded corporate revenue scales. Except for diversified-business companies (including glyphosate producers), whose average gross margin improved versus 2020, average gross margins across other segments declined YoY—mainly attributable to rising raw material costs. Quarterly analysis reveals steadily improving operating performance among domestic pesticide listed companies from 2021 through Q1 2022, with revenue maintaining a steady upward trajectory.

August 18 Real-Time Trading Record – Day Six

Index Strategy: As shown in the chart above, the Shanghai Composite Index has continued its rebound recently. Today’s rebound approached the 3300-point level. The 3300-point round-number level represents both a technical resistance zone and a psychological battleground. From the right-side chip distribution chart, after consecutive rebounds following the key support level at 3150 points, the index has once again reached the upper dense chip distribution zone—particularly around 3300, 3330, and 3350 points—where profit-taking and stop-loss selling pressure from previously trapped investors may trigger volatility. Focus remains on rebound opportunities within low-valued sectors. Yesterday’s review reiterated: the 3300-point level is a technical resistance and psychological pivot point. Chip distribution analysis—especially near 3300, 3330, and 3350 points—shows high concentration of chips, reflecting large volumes of previously trapped positions. Recent profit-taking and unlocking of earlier losses still require digestion. The 3300- and 3350-point levels represent cyclical confluence zones. With trading volume slightly insufficient, short-term consolidation appears technically warranted—though the range remains narrow. Key support levels lie at 3268 points and the short-term trend’s golden-cross support at 3230 points. Short-term adjustments for consolidation do not alter the underlying upward rebound trend. Today’s Trading Activities: 1. *** Chemical: Immediately bought again at RMB 7.92 upon market open. The stock opened at RMB 7.75 and closed at RMB 8.11—hitting the daily limit-up. 2. Mei***m: No action taken today. Surprising—given recent strong policy support for the three-child policy and assisted reproductive technology themes, yet the market showed little response. If the stock opens lower again tomorrow, it will likely be cut and sold. It opened at RMB 4.90 and closed at RMB 4.77—a decline of 3.83%. 3. Wei*** Heavy Machinery: Bought at RMB 9.61 around 10:05 a.m. The stock opened at RMB 9.66 and closed at RMB 10.69—hitting the daily limit-up. Rationale: The company primarily develops, manufactures, and sells marine propulsion and power-generation equipment—including engines and integrated power systems ranging from 30 to 12,000 horsepower—as well as generator sets and integrated power solutions. It also engages in diesel engine components and marine gearboxes, and possesses comprehensive capabilities to deliver full propulsion and power solutions.

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