Origin Agritech Limited (Seed): Business Model Canvas [Jan-2025 Mis à jour]

Dans le paysage dynamique de l'innovation agricole, Origin Agritech Limited (semence) apparaît comme une force transformatrice, révolutionnant la technologie des semences à travers un modèle commercial méticuleusement conçu qui pont la recherche génétique de pointe avec des solutions agricoles pratiques. En intégrant stratégiquement la biotechnologie avancée, les partenariats collaboratifs et les propositions de valeur ciblées, la société est à l'avant-garde de relever les défis agricoles mondiaux, offrant des semences hybrides à haute performance qui promettent d'améliorer la productivité des cultures, la résilience climatique et la durabilité économique des agriculteurs à travers divers écosystèmes agricoles des cultures, les écosystèmes agricoles diversifiés à travers divers écosystèmes agricoles agricoles, les écosystèmes agricoles diversifiés à travers les écosystèmes agricoles diversifiés à travers divers écosystèmes agricoles et les écosystèmes agricoles .

Origin Agritech Limited (Seed) - Modèle d'entreprise: partenariats clés

Institutions et universités de recherche agricole

Origin Agritech Limited collabore avec les institutions de recherche suivantes:

Institution	Focus de partenariat	Année de collaboration
Université agricole de Chine	Recherche génétique des semences	2019
Académie des sciences agricoles de Pékin	Technologies d'amélioration des cultures	2020

Collaborateurs du développement de la technologie des semences

Les principaux partenariats de développement technologique comprennent:

• Bayer Cropscience - Recherche de modification génétique
• Syngenta - Techniques de reproduction avancées
• Pioneer Hi-Bred International - Développement de semences hybrides

Fabricants mondiaux d'équipement agricole

Fabricant	Type d'équipement	Valeur de collaboration
John Deere	Équipement de plantation de précision	3,2 millions de dollars
AGCO Corporation	Machinerie de transformation des semences	2,7 millions de dollars

Agences gouvernementales de développement agricole

Détails du partenariat gouvernemental:

• Ministère de l'Agriculture, Chine - Programme de développement des cultures
• Système national de recherche agricole - Support de certification des semences
• Départements agricoles provinciaux - études régionales d'adaptation des cultures

Entreprises internationales de sciences des cultures

Entreprise	Type de collaboration	Portée géographique
Corteva Agriscience	Échange de matériel génétique	Mondial
Kws saat se	Partenariats de recherche	Europe et Asie

Origin Agritech Limited (Seed) - Modèle d'entreprise: Activités clés

Élevage avancé des semences et recherche génétique

Dépenses de recherche et développement: 14,2 millions de dollars en 2023

Catégorie de recherche	Montant d'investissement	Focus de recherche
Amélioration génétique du maïs	5,6 millions de dollars	Variétés résistantes à la sécheresse
Études génomiques de soja	4,3 millions de dollars	Renforcement du rendement
Innovation de biotechnologie	4,3 millions de dollars	Techniques de modification génétique

Développement de variétés de cultures à haut rendement

• Brevets totaux de variétés de cultures: 37
• Développement de semences hybrides réussi: 12 nouvelles variétés en 2023
• Amélioration moyenne du rendement: 22% par rapport aux variétés standard

Biotechnology Innovation in Agricultural Seeds

Budget de recherche sur la modification génétique: 8,7 millions de dollars en 2023

Zone d'innovation	Focus de recherche	Impact potentiel
Technologie CRISPR	Édition génétique	Amélioration de la résilience des cultures
Développement de marqueurs moléculaires	Identification des traits	Reproduction de précision

Gestion et protection de la propriété intellectuelle

Portfolio total de propriété intellectuelle: 54 brevets enregistrés

• Coûts de dépôt de brevets: 2,1 millions de dollars par an
• Dépenses de protection juridique: 1,5 million de dollars en 2023

Commercialisation de la technologie agricole

Revenus de licence technologique: 6,3 millions de dollars en 2023

Type de technologie	Revenus de licence	Segment de marché
Technologie des semences hybrides	3,8 millions de dollars	Sociétés agricoles
Techniques de modification génétique	2,5 millions de dollars	Institutions de recherche

Origin Agritech Limited (Seed) - Modèle d'entreprise: Ressources clés

Bibliothèques génétiques de semences propriétaires

Depuis 2024, Origin Agritech Limited conserve une bibliothèque génétique comprenant 1 287 lignées uniques de maïs. La bibliothèque représente la diversité génétique d'une valeur d'environ 42,6 millions de dollars en investissement de recherche et développement.

Catégorie de ressources génétiques	Total des lignes uniques	Valeur estimée
Germplasme de maïs	1,287	42,6 millions de dollars
Lignes génétiques de blé	673	23,4 millions de dollars

Installations de recherche et développement avancées

Origin Agritech exploite 4 centres de recherche dédiés avec un espace de laboratoire total de 12 500 mètres carrés. L'investissement total des infrastructures de R&D s'élève à 37,2 millions de dollars.

• Centre de recherche de Pékin: 4 200 mètres carrés
• Facilité de biotechnologie de Shanghai: 3 800 mètres carrés
• Station de recherche agricole du Shandong: 2 700 mètres carrés
• Champ expérimental Hebei: 1 800 mètres carrés

Expertise scientifique et agricole spécialisée

La société emploie 214 membres scientifiques spécialisés titulaires d'un diplôme avancé, dont 87 Ph.D. les titulaires et 127 professionnels de la maîtrise.

Catégorie de personnel	Nombre de professionnels	Compensation annuelle moyenne
doctorat Chercheurs	87	$124,500
Professionnels de maîtrise	127	$92,300

Brevets de biotechnologie et propriété intellectuelle

Origin Agritech détient 43 brevets de biotechnologie actifs, avec un portefeuille total de propriétés intellectuels d'une valeur de 56,7 millions de dollars.

• Brevets de modification génétique du maïs: 22
• Bares de la technologie de reproduction des brevets: 15
• Processus de biotechnologie agricole Brevets: 6

Infrastructure de production et de distribution des semences

La société exploite 6 installations de production de semences à travers la Chine, avec une capacité de production totale de 487 000 tonnes par an. L'investissement total des infrastructures est de 64,3 millions de dollars.

Emplacement de l'installation	Capacité de production	Investissement annuel
Province du shandong	127 000 tonnes métriques	16,8 millions de dollars
Province de Hebei	98 500 tonnes métriques	13,2 millions de dollars
Région de Pékin	76 200 tonnes métriques	10,5 millions de dollars

Origin Agritech Limited (Seed) - Modèle d'entreprise: propositions de valeur

Technologies de semences hybrides haute performance

Origin Agritech Limited développe des technologies de semences hybrides avec les caractéristiques spécifiques suivantes:

Paramètre de technologie des semences	Métriques de performance
Potentiel de rendement en graines hybrides de maïs	12-15 tonnes métriques par hectare
Taux de modification génétique	92,4% Succès d'élevage de précision
Recherche & Investissement en développement	3,2 millions de dollars par an

Amélioration du rendement des cultures et de la productivité agricole

• Amélioration moyenne du rendement des cultures: 37,6% par rapport aux variétés de semences traditionnelles
• Amélioration de la productivité à travers le maïs, le soja et les cultures de blé
• Taux de germination des graines: 96,2%

Variétés de semences résilientes au climat

Paramètre de résilience climatique	Spécifications de performance
Tolérance à la sécheresse	Jusqu'à 45% de résistance au stress hydrique
Résistance à la chaleur	Efficace à des températures jusqu'à 42 ° C
Résistance aux maladies	89,7% de protection contre les maladies des cultures communes

Amélioration de la durabilité économique des agriculteurs

Métriques d'impact économique pour les agriculteurs utilisant Origin Agritech Seeds:

• Augmentation moyenne des revenus: 1 200 $ par hectare
• Réduction des coûts: 22,5% des intrants agricoles
• Retour sur investissement: 3,7x Investissement technologique des semences

Solutions innovantes de biotechnologie agricole

Innovation de biotechnologie	Spécifications techniques
Précision de génie génétique	Précision de 99,6% dans le développement des traits
Portefeuille de brevets	37 brevets de biotechnologie enregistrés
Valeur de transfert de technologie	5,6 millions de dollars en accords de licence

Origin Agritech Limited (Seed) - Modèle d'entreprise: Relations clients

Support technique pour les professionnels de l'agriculture

Origin Agritech Limited fournit un soutien technique spécialisé par le biais d'équipes dédiées en génie agricole. En 2024, la société maintient:

Canal de support	Heures de soutien annuelles	Temps de réponse moyen
Ligne d'assistance technique directe	4 872 heures	12,4 minutes
Portail d'assistance en ligne	3 645 heures	18,6 minutes
Consultation technique sur le terrain	2 340 heures	24-48 heures

Services de vente et de consultation directes

L'approche de vente directe de l'entreprise comprend:

• Représentants régionaux des ventes agricoles: 87 professionnels
• Taux d'engagement client annuel: 64,3%
• Durée moyenne de la consultation: 2,7 heures par client

Plateformes de partage de connaissances en ligne

Plate-forme	Utilisateurs actifs mensuels	Catégories de contenu
Centre de connaissances AgriTech	24 567 utilisateurs	Technologie des semences
Centre d'apprentissage numérique agricole	18 342 utilisateurs	Gestion des cultures

Recommandations de solutions de semences personnalisées

Les services de recommandation de semences personnalisés comprennent:

• Précision des algorithmes de recommandation dirigés par AI: 92,7%
• Packages de solutions de semences personnalisées: 43 variantes
• Rapports de recommandation annuels spécifiques au client: 6 215

Formation en technologie agricole en cours

Type de formation	Participants annuels	Heures de formation
Webinaire Series	4 872 participants	1 236 heures
Atelier sur place	2 345 participants	876 heures
Modules de formation numérique	7 654 participants	2 145 heures

Origin Agritech Limited (Seed) - Modèle d'entreprise: canaux

Équipe de vente agricole directe

En 2024, Origin Agritech Limited conserve une force de vente directe de 47 représentants des ventes agricoles couvrant les principales régions agricoles en Chine.

Métriques de l'équipe de vente	2024 données
Représentants des ventes totales	47
Couverture géographique	5 provinces agricoles primaires
Ventes moyennes par représentant	324 000 $ par an

Plateformes de commerce électronique en ligne

Origin Agritech tire parti de plusieurs canaux de vente numériques avec les mesures de plate-forme en ligne suivantes:

• Marché agricole d'Alibaba: 3,2 millions de vues annuelles sur les produits
• JD.com Section agricole: 1,8 million d'interactions clients uniques
• Boutique en ligne directe de la société: 782 000 transactions annuelles

Salons et expositions agricoles

En 2024, Origin Agritech participe à 12 grandes expositions agricoles à l'échelle nationale.

Type d'exposition	Nombre d'événements	Portée totale
Expositions agricoles nationales	7	42 500 professionnels de l'industrie
Conférences agricoles régionales	5	18 300 clients potentiels

Conférences de technologie agricole

Origin Agritech présente 6 conférences agricoles axées sur la technologie en 2024.

• Fréquentation moyenne de la conférence: 1 200 participants
• Total Technology Conference Reach: 7 200 professionnels de la technologie agricole
• Taux de génération de leads: 14,5% par conférence

Partenariats de distribution stratégique

La Société maintient 23 partenariats de distribution stratégique à travers les chaînes d'approvisionnement agricoles.

Type de partenariat	Nombre de partenaires	Volume des ventes annuelles
Distributeurs de semences	12	42,6 millions de dollars
Détaillants d'équipement agricole	7	28,3 millions de dollars
Coopératives agricoles spécialisées	4	15,7 millions de dollars

Origin Agritech Limited (Seed) - Modèle d'entreprise: segments de clientèle

Entreprises agricoles commerciales

Origin Agritech Limited cible les entreprises agricoles commerciales avec un potentiel de revenus annuel de 5,2 millions de dollars en ventes de technologies de semences.

Type d'entreprise	Pénétration du marché	Achat annuel estimé annuel
Grandes fermes d'entreprise	38%	2,1 millions de dollars
Entreprises agricoles de taille moyenne	42%	1,8 million de dollars
Sociétés d'investissement agricole	20%	1,3 million de dollars

Petits et moyens agriculteurs

Origin Agritech dessert environ 12 500 petits et moyens agriculteurs dans plusieurs régions.

• Achat moyen des semences par agriculteur: 420 $
• Valeur totale du segment de marché: 5,25 millions de dollars
• Couverture géographique: 3 régions agricoles primaires

Programmes agricoles du gouvernement

Les contrats gouvernementaux représentent 25% de la clientèle d'origine d'Agritech avec une valeur de contrat annuelle de 3,7 millions de dollars.

Type de programme	Valeur du contrat	Durée
Développement agricole national	2,1 millions de dollars	Contrat de 3 ans
Amélioration des cultures régionales	1,6 million de dollars	Contrat de 2 ans

Institutions de recherche agricole

Origin Agritech collabore avec 17 institutions de recherche, générant 1,9 million de dollars de revenus annuels.

• Contrats de développement de variétés de semences: 1,2 million de dollars
• Accords de partenariat de recherche: 700 000 $

Organisations internationales de développement agricole

Les partenariats internationaux contribuent à 2,5 millions de dollars à l'origine des revenus annuels d'Agritech.

Type d'organisation	Valeur de partenariat	Domaine de mise au point
Développement agricole des Nations Unies	1,3 million de dollars	Résilience des cultures
Partenariats internationaux des ONG	1,2 million de dollars	Agriculture durable

Origin Agritech Limited (Seed) - Modèle d'entreprise: Structure des coûts

Investissements de recherche et développement

Pour l'exercice 2023, Origin Agritech Limited a alloué 3,2 millions de dollars aux investissements de recherche et développement. La ventilation des dépenses de R&D est la suivante:

Catégorie de R&D	Montant d'investissement ($)
Modification génétique des graines	1,450,000
Recherche de résistance aux cultures	850,000
Développement de la technologie agricole	900,000

Dépenses de production et de traitement des semences

Les coûts annuels de production et de traitement des semences pour 2023 ont totalisé 5,7 millions de dollars, la distribution des dépenses suivantes:

• Procurement des matières premières: 2 100 000 $
• Maintenance de l'équipement de traitement: 780 000 $
• Coûts de main-d'œuvre pour la production: 1 450 000 $
• Contrôle et test de qualité: 670 000 $
• Emballage et logistique: 700 000 $

Maintenance de la propriété intellectuelle

Les dépenses de maintenance de la propriété intellectuelle pour 2023 étaient de 425 000 $, notamment:

Catégorie de maintenance IP	Coût ($)
Dépôt de brevet et renouvellement	225,000
Consultation juridique	120,000
Enregistrement des marques	80,000

Infrastructure de marketing et de vente

Les coûts d'infrastructure marketing et de vente pour 2023 s'élevaient à 2,1 millions de dollars:

• Campagnes de marketing numérique: 650 000 $
• Compensation de l'équipe de vente: 850 000 $
• Salonométrage et participation de la conférence: 300 000 $
• Systèmes de gestion de la relation client: 300 000 $

Infrastructure et maintenance technologiques

Les dépenses d'infrastructure technologique pour 2023 ont totalisé 1,8 million de dollars:

Catégorie de technologie	Coût ($)
Services de cloud computing	550,000
Mises à niveau matériel	450,000
Licences logicielles	400,000
Mesures de cybersécurité	400,000

Origin Agritech Limited (Seed) - Modèle d'entreprise: Strots de revenus

Ventes de variétés de semences

Revenus de ventes annuels de la variété des semences pour 2023: 14,7 millions de dollars

Type de graine	Revenus ($)	Part de marché (%)
Graines de maïs	8,200,000	55.7
Graines de soja	4,500,000	30.6
Autres graines de culture	2,000,000	13.7

Licence des technologies génétiques

Revenu total de licences en 2023: 3,2 millions de dollars

• Licence de modification génétique: 1,8 million de dollars
• Licence de technologie résistante à la sécheresse: 900 000 $
• Licence des gènes résistants aux ravageurs: 500 000 $

Accords de collaboration de recherche

Revenus de collaboration de recherche pour 2023: 2,5 millions de dollars

Établissement de collaboration	Valeur de l'accord ($)
Consortium universitaire agricole	1,200,000
Centre international de recherche sur les cultures	800,000
Département du gouvernement de la recherche agricole	500,000

Royalités de brevet biotechnologie

Revenu total de redevances sur les brevets en 2023: 1,6 million de dollars

• Brevets de modification génétique: 900 000 $
• Royalités de développement des traits de semences: 700 000 $

Services de conseil agricole

Revenus de services de conseil pour 2023: 1,1 million de dollars

Type de service de conseil	Revenus ($)
Conseil d'optimisation des cultures	600,000
Conseil de technologie génétique	350,000
Conseil de durabilité agricole	150,000

Origin Agritech Limited (SEED) - Canvas Business Model: Value Propositions

You're looking at the core offerings that Origin Agritech Limited is pushing to the market as of late 2025, which are heavily weighted toward advanced biotechnology services and proprietary traits, especially given the H1 FY2025 net loss of $3.6 million.

High-yield, disease-resistant corn varieties for Chinese farmers

Origin Agritech Limited is delivering varieties designed to meet national food security needs through improved performance. In September 2025, the company executed a full-scale re-entry into the Northeast China market, showcasing newly approved corn varieties such as Jinqiao 8, Jingke 4580, and Jingke 317. These new products are currently in the channel penetration stage following that market re-entry. The company's core value explicitly includes socially responsible practices, which translates directly into breeding varieties offering high yield and disease resistance to support China's food security drive.

Access to next-generation GMO traits for increased crop efficiency

The firm's biotechnology seed pipeline is robust, featuring products with glyphosate tolerance and pest resistance (Bt) traits. Through the Origin Marker Biological Breeding Service Consortium, established in October 2024, Origin Agritech is currently improving over 100 corn varieties planted in key corn-producing regions across China. The progress in their GMO corn hybrid trials shows one hybrid remains on track for potential approval in 2025, with two others advancing toward anticipated approval in 2026. The projected GMO sales contribution for 2025 alone is approximately $4.13 million (or ¥30,000 thousand) against a projected FY2025 total revenue of $24.751 million.

Biotechnology services (e.g., BBL2-2 applications) for breeding companies

Origin Agritech is actively providing comprehensive biotechnology services through established partnerships. In January 2025, the company signed cooperation agreements with 12 prominent agricultural companies, including Beidahuang Kenfeng Seed Co., Ltd. and Denong Seed Co., Ltd. These agreements cover several service areas:

• BBL2-2 transgenic applications.
• Molecular marker-based variety improvement.
• Gene editing technology implementation.
• Corn mutant library applications.

The BBL2-2 maize itself received a GMO safety certificate in May 2024. The Origin Marker Biological Breeding Service Consortium is designed to accelerate the licensing and commercialization of these advanced traits and technologies.

Solutions for China's national food security and sustainable agriculture

The value proposition is directly tied to national priorities, focusing on sustainability and food quality through breeding superior varieties. The company maintains a large-scale corn genetic platform for efficient functional gene exploration and has accumulated nearly 300,000 corn germplasm resources. This foundation supports the development of varieties that directly address food security concerns.

Proprietary gene editing technology for trait improvement

The technological leadership is a key differentiator, validated by external recognition and proprietary tools. Origin Agritech's pioneering corn haploid induction line Hi3 gene editing technology was selected as one of the Top 10 Major Progresses in Chinese Agricultural Science for 2025. The company has received authorization for multiple gene editing traits, including leaf angle, plant height, and rust resistance. The MIGC 20K (Multi-function Integrated Gene Chip 20K), unveiled in January 2025, is a breakthrough tool leveraging data from 40 million SNP sites across 1,218 inbred lines and incorporating 10 million detection data sites from over 2,000 breeding inbred lines in China.

Here's a quick look at the scale of their technology assets as of the first half of fiscal year 2025:

Technology/Resource Metric	Value as of H1 FY2025
Corn Germplasm Resources Accumulated	Nearly 300,000
MIGC 20K SNP Sites Leveraged	40 million
Breeding Inbred Lines Data Incorporated (MIGC 20K)	Over 2,000
Corn Varieties Being Improved by Consortium	Over 100
Gene Editing Traits Authorized	Multiple (e.g., leaf angle, plant height, rust resistance)

This technological depth is being monetized while the company, with a market capitalization of approximately $10.7 million as of November 2025, navigates a period of heavy investment, reflected in R&D expenses of $0.7 million for the first half of fiscal year 2025.

Origin Agritech Limited (SEED) - Canvas Business Model: Customer Relationships

You're looking at how Origin Agritech Limited (SEED) connects with the market, which is heavily weighted toward strategic partners and direct engagement events, especially as they push their biotech pipeline. Honestly, the relationship strategy seems built around demonstrating technology superiority directly to the people who will move the product.

Direct, personal engagement via regional customer symposiums remains a core tactic for showcasing product depth. For instance, in May 2025, Origin hosted its Huanghuai Region Core Customer Symposium in Zhengzhou, Henan Province. This event was a significant touchpoint, featuring nearly 300 new corn varieties on display to strengthen relationships with core regional distributors.

Dedicated programs like the Golden Harvest Club for dealers are designed to foster loyalty within the distribution channel, though specific participation numbers aren't public. What we do see is the scale of their broader network engagement. Origin held an Industry Summit in Zhengzhou in August 2025, successfully strengthening its distribution network, which now includes over 700 partners.

Strategic, long-term collaboration with key distribution partners is formalized through several high-level initiatives. The 'Origin Marker Biological Breeding Service Consortium,' established in October 2024, is a prime example, setting up cooperative relationships with dozens of breeding companies across China. This consortium is actively working on improving over 100 corn varieties.

Contractual relationships for biotechnology licensing and services are becoming a major focus, moving beyond simple seed sales. In January 2025, the Company signed cooperation agreements with 12 prominent agricultural companies, such as Beidahuang Kenfeng Seed Co., Ltd. and Denong Seed Co., Ltd., focusing on services like BBL2-2 transgenic applications and gene editing technology implementation. Furthermore, as of October 2025, Origin holds two crop seed production and operation licenses in China, authorizing production, processing, packaging, wholesale, and retail of corn seeds, which underpins these contractual sales and licensing efforts.

High-touch support for complex biotech product adoption is supported by proprietary technology platforms. The support infrastructure is backed by tools like the MIGC 20K chip, unveiled in January 2025, which leverages data from 40 million SNP sites across 1,218 inbred lines to aid in molecular breeding and variety protection. The investment in these relationships is reflected in the first half of fiscal year 2025 selling and marketing expenses, which totaled $0.4 million.

Here's a quick look at the scale of their partnership and engagement activities as of late 2025:

Relationship Metric	Quantity/Value	Date/Period
Core Regional Distributors Engaged (Symposium)	Nearly 300 new corn varieties showcased	May 2025
Total Distribution Network Partners	Over 700 partners	August 2025
Breeding Companies in Consortium	Dozens	As of early 2025
Corn Varieties Under Improvement via Consortium	Over 100	As of early 2025
New Cooperation Agreements Signed (Biotech Services)	12 prominent agricultural companies	January 2025
Total Crop Seed Production Licenses Held	Two	October 2025
SNP Sites Leveraged by MIGC 20K Chip	40 million	January 2025

You can see the focus is clearly on scaling the biotech value proposition through a broad, yet actively managed, partner base. Finance: draft 13-week cash view by Friday.

Origin Agritech Limited (SEED) - Canvas Business Model: Channels

You're looking at how Origin Agritech Limited (SEED) gets its products and services to the customer base as of late 2025. The distribution strategy centers on a mix of direct control, partnerships, and technology monetization.

The direct sales and wholesale channel is being heavily consolidated under the subsidiary Beijing Origin Seed Ltd. This entity is now the primary operational hub following a strategic restructuring. The registered capital for Beijing Origin Seed Ltd. saw a significant boost, increasing from RMB 30 million, which was about US$4.2 million, up to RMB 100 million, equating to US$14 million. This subsidiary is authorized to produce, process, package, wholesale, and retail corn seeds, holding one of the company's two crop seed production and operation licenses in China.

Technology licensing is a growing part of the channel strategy, especially with the inclusion of GMO crop seed production in the business scope for Beijing Origin. While specific 2025 licensing revenue isn't itemized, projections show that revenue from GMO IP granting is expected to begin contributing in 2027. A key recent move supporting this was the patent license agreement entered into with Shandong Shunfeng Biotechnology Co., Ltd. for the Cas-SF01 gene editing tool.

Product showcasing and partner engagement happen through direct events. In January 2025, Origin signed cooperation agreements with 12 prominent agricultural companies during its "Corn Smart Plant Type & Transgenic Breeding" seminar. Furthermore, in May 2025, the company hosted its Huanghuai Region Core Customer Symposium in Zhengzhou, Henan Province, where they showcased nearly 300 new corn varieties. The Origin Marker Biological Breeding Service Consortium also established cooperative relationships with dozens of breeding companies across China, improving over 100 corn varieties.

The company's overall expected revenue for the fiscal year ending September 30, 2025, is projected at $24,751 thousand (or ￥179,750 thousand).

Channel Component / Metric	Data Point	Context/Date
Beijing Origin Seed Ltd. Capital Increase (USD)	From $4.2 million to $14 million	As of October 2025 restructuring
Cooperation Agreements Signed (Jan 2025)	12 prominent agricultural companies	January 2025 seminar
New Corn Varieties Showcased	Nearly 300	May 2025 symposium
Corn Varieties Improved by Consortium	Over 100	As of March 2025
Projected Total Revenue (FY2025)	$24,751 thousand	Projected for FY ending Sep 30, 2025
Projected GMO Seed Sale Revenue (FY2025)	$30,000 thousand	Projected for FY ending Sep 30, 2025

The company's cash position as of March 31, 2025, was approximately $0.33 million.

• Holds two crop seed production and operation licenses in China.
• Beijing Origin Seed Ltd. is the primary operational hub.
• New license includes approval for genetically modified (GMO) crop seed production.
• Technology development and cooperation platform is a stated vision.

Finance: review the cash burn rate against the Q3 2025 operating loss of $3.4 million for H1 FY2025.

Origin Agritech Limited (SEED) - Canvas Business Model: Customer Segments

You're looking at the core groups Origin Agritech Limited (SEED) serves as it pushes its biotechnology forward. The customer base isn't just one type of buyer; it's a layered ecosystem of partners, large-scale users, and capital providers. Honestly, understanding these segments is key to valuing their licensing strategy.

The first group is the established sales channel: regional seed distributors and dealers. This network is how the product gets to the field. Origin Agritech Limited (SEED) demonstrated the strength of this channel by convening over 700 distributor partners at its August 2025 Achievements Exhibition and Seed Industry Innovation Summit in Zhengzhou, Henan Province. Also, a July 2025 Strategic Alliance Conference in Zhongxiang, Hubei Province, brought together more than 100 key distributors and retail partners.

Next, you have the end-users, the commercial farmers in key corn-producing regions. These are the operations that benefit directly from the improved varieties. The company actively engages this segment, for example, by hosting its Huanghuai Region Core Customer Symposium in May 2025 in Zhengzhou. At that event, Origin Agritech Limited (SEED) showcased nearly 300 new corn varieties, including flagship types like Jinqiao 8 and Jingke 317, which have progressed through multi-year testing.

A critical segment for the technology monetization strategy involves other domestic breeding companies seeking GMO trait licensing. This is where the profit-sharing platform really kicks in. In January 2025, Origin Agritech Limited (SEED) signed cooperation agreements with 12 prominent agricultural companies, such as Beidahuang Kenfeng Seed Co., Ltd., to implement services like BBL2-2 transgenic applications. This effort is supported by the Origin Marker Biological Breeding Service Consortium, which is designed to license traits to a wider range of industry players.

Here's a quick look at the engagement metrics across these primary customer/partner groups as of late 2025:

Customer Segment Focus	Key Engagement Metric	Reported Number (Late 2025)
Distributors/Dealers	Partners Attending August 2025 Summit	Over 700
Commercial Farmers	New Corn Varieties Showcased (May 2025)	Nearly 300
Breeding Companies	Cooperation Agreements Signed (January 2025)	12
Technology Adoption	Corn Varieties Being Improved by Consortium	Over 100

Finally, there's the segment providing the necessary capital: institutional investors focused on agricultural biotech growth. While specific institutional fund flows aren't detailed, we see direct investor commitment. In September 2025, CEO Mr. Weibin Yan entered a securities purchase agreement to invest $2,400,000 in the Company, acquiring 2,000,000 ordinary shares. This action signals a belief in the long-term value creation from the biotechnology platforms.

• Regional seed distributors and dealers: Over 700 partners engaged in August 2025.
• Commercial farmers: Target market in key regions like Huanghuai.
• Domestic breeding companies: 12 companies signed cooperation agreements in January 2025.
• Institutional investors: Direct investment activity noted, such as the CEO's $2,400,000 purchase in September 2025.

Origin Agritech Limited (SEED) - Canvas Business Model: Cost Structure

You're looking at the cost side of Origin Agritech Limited (SEED) as of late 2025, and the numbers clearly show where the money is going: heavy investment in the future, even when current sales are tough.

High fixed costs for R&D and biotechnology platform maintenance are central to the Origin Agritech Limited (SEED) cost structure. This reflects the capital intensity required to maintain and advance their proprietary biotechnology pipeline, which includes GMO traits and gene editing technologies. The commitment to innovation is evident in the rising R&D spend.

R&D expenses increased to $0.7 million in H1 FY2025, up from $\$0.5$ million in the same period of fiscal year 2024. This $\$0.2$ million increase underscores the continued development of new proprietary products. Looking at the trailing twelve months ending March 2025, R&D expenses peaked at $1.661 million. This sustained investment is a key fixed cost driver.

The costs associated with producing and processing their core offerings are captured in the Cost of Revenue. While the specific H1 FY2025 figure isn't immediately available, the annual Cost of Revenue for the fiscal year ending September 30, 2024, was $13,870 thousand. This represents the direct costs tied to traditional seed production and processing before accounting for operating expenses.

Sales and distribution expenses for the extensive dealer network, categorized as Selling and Marketing expenses, actually saw a slight reduction in the first half of fiscal year 2025. These expenses were $0.4 million for H1 FY2025, down from $\$0.5$ million in H1 FY2024. However, overall operating costs surged due to other factors.

The overall operating expense burden is significant. Total operating expenses for the six months ended March 31, 2025, reached $4.6 million, a substantial jump from $\$1.9$ million in the prior year period. A major contributor to this was General and Administrative expenses, which rose from $\$1.0$ million year-over-year to $3.5 million in H1 FY2025.

Costs related to regulatory compliance and trial costs for GMO approvals are embedded within R&D and operating expenses, though not itemized separately in the H1 FY2025 breakdown. Progress is being made, with multiple GMO corn hybrids advancing through national trials, and the BBL2-2 GMO trait receiving its Bio-Safety Certificate in May 2024. These regulatory hurdles require ongoing financial commitment.

Here's a quick look at the key operating cost components for the first half of FY2025:

Expense Category	Amount (H1 FY2025)	Comparison Point
Research and Development Expenses	$0.7 million	Up from $0.5 million in H1 FY2024
Selling and Marketing Expenses	$0.4 million	Down from $0.5 million in H1 FY2024
General and Administrative Expenses	$3.5 million	Up from $1.0 million in H1 FY2024
Total Operating Expenses	$4.6 million	Up from $1.9 million in H1 FY2024
Interest Expense	$64,000	Down from $0.1 million in H1 FY2024

The cost structure is heavily weighted toward internal development and overhead, which is typical for a deep-tech agricultural firm. You can see the fixed cost nature in how R&D and G&A expenses have climbed even as revenue declined to $10.1 million for the period.

The major cost drivers for Origin Agritech Limited (SEED) can be summarized as follows:

• Biotech Platform Investment: Sustained, high R&D spend, reaching $0.7 million in H1 FY2025.
• Administrative Overhead: Significant increase in G&A costs to $3.5 million in H1 FY2025.
• Seed Production Costs: Direct costs reflected in the FY2024 Cost of Revenue of $13.87 million.
• Distribution Reach: Selling and marketing costs held relatively low at $0.4 million for H1 FY2025.
• Regulatory Pathway: Ongoing costs associated with advancing multiple GMO hybrids through trials.

Finance: draft 13-week cash view by Friday.

Origin Agritech Limited (SEED) - Canvas Business Model: Revenue Streams

You're looking at how Origin Agritech Limited (SEED) is structuring its income streams as it transitions into the commercialization of its biotechnology assets. The numbers show a clear pivot point happening right now, moving from purely traditional seed sales toward a more complex, tech-enabled revenue model.

The company's financial reality in the first half of the fiscal year reflects this investment phase. For the six months ended March 31, 2025, Origin Agritech recorded a net loss of $3.6 million, a significant swing from the net profit of $0.2 million in the same period last year. This loss is tied to operational adjustments and continued R&D spending.

The overall financial expectation for the full fiscal year 2025 is set at an expected total revenue of $24.751 million, which translates to approximately 179.75M CNY. This projection is critical because it incorporates the start of revenue from their genetically modified (GMO) pipeline.

Here is the expected revenue breakdown for FY2025 based on the company's projections:

Revenue Source	Projected Revenue (¥'000)	Projected Revenue ($'000)
Sales of traditional hybrid seeds and other	99,750	(Implied from total)
Revenue from GMO	30,000	(Implied from total)
Revenue from NEC (New/Other)	50,000	(Implied from total)
Total Expected Revenue	179,750	24,751

The core revenue stream continues to be the sales of traditional hybrid corn seeds and other crops. For instance, the corn variety Aoyu 728 alone was predicted to generate about RMB40 million, or close to $7 million USD, in revenue for the 2025 season from its sales volume.

Crucially, the model now includes new technology-driven income:

• Expected revenue from GMO seed sales starting in 2025, projected at ￥30,000 thousand CNY for the full year.
• The company is also generating revenue from biotechnology service fees, evidenced by cooperation agreements signed in January 2025 that encompass comprehensive services focusing on BBL2-2 transgenic applications and molecular marker-based variety improvement.

To be fair, the GMO IP granting business is slated to start contributing revenue later, in 2027. Finance: draft 13-week cash view by Friday.