Origin Agritech Limited (SEED): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No cenário dinâmico da inovação agrícola, a Origin Agritech Limited (SEED) surge como uma força transformadora, revolucionando a tecnologia de sementes por meio de um modelo de negócios meticulosamente criado que preenche a pesquisa genética de ponta com soluções agrícolas práticas. Ao integrar estrategicamente biotecnologia avançada, parcerias colaborativas e proposições direcionadas de valor, a empresa está na vanguarda de enfrentar os desafios agrícolas globais, oferecendo sementes híbridas de alto desempenho que prometem melhorar a produtividade das culturas, resiliência climática e sustentabilidade econômica do agricultor em diversos ecoes-sistemas agrícolas. .

Origin Agritech Limited (Seed) - Modelo de Negócios: Principais Parcerias

Instituições de pesquisa agrícola e universidades

O Origin Agritech Limited colabora com as seguintes instituições de pesquisa:

Instituição	Foco em parceria	Ano de colaboração
Universidade Agrícola da China	Pesquisa genética de sementes	2019
Academia de Ciências Agrícolas de Pequim	Tecnologias de melhoria das culturas	2020

Colaboradores de desenvolvimento de tecnologia de sementes

As principais parcerias de desenvolvimento de tecnologia incluem:

• Bayer Cropscience - pesquisa de modificação genética
• Syngenta - Técnicas avançadas de criação
• Pioneer Hi -Rred International - Desenvolvimento de sementes híbridas

Fabricantes globais de equipamentos agrícolas

Fabricante	Tipo de equipamento	Valor de colaboração
John Deere	Equipamento de plantio de precisão	US $ 3,2 milhões
Agco Corporation	Máquinas de processamento de sementes	US $ 2,7 milhões

Agências de desenvolvimento agrícola do governo

Detalhes da parceria do governo:

• Ministério da Agricultura, China - Programa de Desenvolvimento de Culturas
• Sistema Nacional de Pesquisa Agrícola - Suporte de Certificação de Sementes
• Departamentos Agrícolas Provinciais - Estudos Regionais de Adaptação de Culturas

Empresas internacionais de ciências de culturas

Empresa	Tipo de colaboração	Escopo geográfico
Corteva Agrincience	Troca de germoplasma	Global
KWS Saat SE	Parcerias de pesquisa	Europa e Ásia

Origin Agritech Limited (SEED) - Modelo de negócios: Atividades -chave

Criação avançada de sementes e pesquisa genética

Despesas de pesquisa e desenvolvimento: US $ 14,2 milhões em 2023

Categoria de pesquisa	Valor do investimento	Foco na pesquisa
Melhoria genética de milho	US $ 5,6 milhões	Variedades resistentes à seca
Estudos genômicos de soja	US $ 4,3 milhões	Aprimoramento do rendimento
Inovação de biotecnologia	US $ 4,3 milhões	Técnicas de modificação genética

Desenvolvimento de variedades de culturas de alto rendimento

• Patentes totais de variedades de culturas: 37
• Desenvolvimento de sementes híbridas de sucesso: 12 novas variedades em 2023
• Melhoria média de rendimento: 22% em comparação com variedades padrão

Inovação de biotecnologia em sementes agrícolas

Orçamento de pesquisa de modificação genética: US $ 8,7 milhões em 2023

Área de inovação	Foco na pesquisa	Impacto potencial
Tecnologia CRISPR	Edição genética	Melhoramento da resiliência da colheita
Desenvolvimento de marcadores moleculares	Identificação de características	Criação de precisão

Gerenciamento de propriedade intelectual e proteção

Portfólio de propriedade intelectual total: 54 patentes registradas

• Custos de arquivamento de patentes: US $ 2,1 milhões anualmente
• Despesas de proteção legal: US $ 1,5 milhão em 2023

Comercialização de tecnologia agrícola

Receita de licenciamento de tecnologia: US $ 6,3 milhões em 2023

Tipo de tecnologia	Receita de licenciamento	Segmento de mercado
Tecnologia de sementes híbridas	US $ 3,8 milhões	Empresas agrícolas
Técnicas de modificação genética	US $ 2,5 milhões	Instituições de pesquisa

Origin Agritech Limited (SEED) - Modelo de negócios: Recursos -chave

Bibliotecas genéticas de sementes proprietárias

A partir de 2024, a Origin Agritech Limited mantém uma biblioteca genética compreendendo 1.287 linhas de germoplasma de milho exclusivas. A biblioteca representa a diversidade genética avaliada em aproximadamente US $ 42,6 milhões em investimento em pesquisa e desenvolvimento.

Categoria de recursos genéticos	Total de linhas únicas	Valor estimado
Germoplasma de milho	1,287	US $ 42,6 milhões
Linhas genéticas de trigo	673	US $ 23,4 milhões

Instalações avançadas de pesquisa e desenvolvimento

O Origin Agritech opera 4 centros de pesquisa dedicados com um espaço total de laboratório de 12.500 metros quadrados. O investimento total em infraestrutura de P&D é de US $ 37,2 milhões.

• Centro de Pesquisa de Pequim: 4.200 metros quadrados
• Facilidade de Biotecnologia de Xangai: 3.800 metros quadrados
• Estação de pesquisa agrícola de Shandong: 2.700 metros quadrados
• Campo experimental de Hebei: 1.800 metros quadrados

Especialização especializada em especialização científica e agrícola

A empresa emprega 214 pessoal científico especializado com diplomas avançados, incluindo 87 Ph.D. Titulares e 127 profissionais de mestrado.

Categoria de pessoal	Número de profissionais	Compensação média anual
Ph.D. Pesquisadores	87	$124,500
Profissionais de mestrado	127	$92,300

Patentes de biotecnologia e propriedade intelectual

O Origin Agritech possui 43 patentes de biotecnologia ativa, com um portfólio total de propriedades intelectuais, avaliado em US $ 56,7 milhões.

• Patentes de modificação genética de milho: 22
• Tecnologia de criação de trigo Patentes: 15
• Patentes do processo de biotecnologia de biotecnologia agrícola: 6

Infraestrutura de produção e distribuição de sementes

A empresa opera 6 instalações de produção de sementes em toda a China, com uma capacidade total de produção de 487.000 toneladas métricas anualmente. O investimento total em infraestrutura é de US $ 64,3 milhões.

Localização da instalação	Capacidade de produção	Investimento anual
Província de Shandong	127.000 toneladas métricas	US $ 16,8 milhões
Província de Hebei	98.500 toneladas métricas	US $ 13,2 milhões
Região de Pequim	76.200 toneladas métricas	US $ 10,5 milhões

Origin Agritech Limited (semente) - Modelo de negócios: proposições de valor

Tecnologias de sementes híbridas de alto desempenho

O Origin Agritech Limited desenvolve tecnologias de sementes híbridas com as seguintes características específicas:

Parâmetro da tecnologia de sementes	Métricas de desempenho
Potencial de rendimento de sementes híbridas de milho	12-15 toneladas métricas por hectare
Taxa de modificação genética	92,4% de sucesso de criação de precisão
Pesquisar & Investimento em desenvolvimento	US $ 3,2 milhões anualmente

Melhor rendimento da colheita e produtividade agrícola

• Melhoria média do rendimento da colheita: 37,6% em comparação com as variedades de sementes tradicionais
• Melhoramento de produtividade entre milho, soja e culturas de trigo
• Taxa de germinação de sementes: 96,2%

Variedades de sementes resilientes ao clima

Parâmetro de resiliência climática	Especificação de desempenho
Tolerância à seca	Até 45% de resistência ao estresse hídrico
Resistência ao calor	Eficaz em temperaturas de até 42 ° C
Resistência a doenças	89,7% de proteção contra doenças comuns

Sustentabilidade econômica aprimorada do agricultor

Métricas de impacto econômico para agricultores usando sementes de origem agritech:

• Aumento da renda média: US $ 1.200 por hectare
• Redução de custos: 22,5% em insumos agrícolas
• Retorno do investimento: investimento em tecnologia de sementes de 3,7x

Soluções inovadoras de biotecnologia agrícola

Inovação de biotecnologia	Especificação técnica
Precisão de engenharia genética	99,6% de precisão no desenvolvimento de características
Portfólio de patentes	37 patentes de biotecnologia registradas
Valor de transferência de tecnologia	US $ 5,6 milhões em acordos de licenciamento

Origin Agritech Limited (SEED) - Modelo de negócios: Relacionamentos do cliente

Suporte técnico para profissionais agrícolas

O Origin Agritech Limited fornece suporte técnico especializado por meio de equipes de engenharia agrícola dedicadas. A partir de 2024, a empresa mantém:

Canal de suporte	Horário de apoio anual	Tempo médio de resposta
Linha técnica direta	4.872 horas	12,4 minutos
Portal de suporte on -line	3.645 horas	18,6 minutos
Consulta técnica de campo	2.340 horas	24-48 horas

Serviços de vendas e consultas diretas

A abordagem de vendas direta da empresa inclui:

• Representantes regionais de vendas agrícolas: 87 profissionais
• Taxa anual de envolvimento do cliente: 64,3%
• Duração média da consulta: 2,7 horas por cliente

Plataformas de compartilhamento de conhecimento online

Plataforma	Usuários ativos mensais	Categorias de conteúdo
Hub de conhecimento da Agritech	24.567 usuários	Tecnologia de sementes
Centro de Aprendizagem Digital Farmer	18.342 usuários	Gerenciamento de culturas

Recomendações de solução de sementes personalizadas

Os serviços de recomendação de sementes personalizados incluem:

• Algoritmo de recomendação orientado pela IA: 92,7%
• Pacotes de solução de sementes personalizadas: 43 variantes
• Relatórios anuais de recomendação específica do cliente: 6.215

Treinamento de tecnologia agrícola em andamento

Tipo de treinamento	Participantes anuais	Horário de treinamento
Série de webinar	4.872 participantes	1.236 horas
Workshop no local	2.345 participantes	876 horas
Módulos de treinamento digital	7.654 participantes	2.145 horas

Origin Agritech Limited (Seed) - Modelo de Negócios: Canais

Equipe direta de vendas agrícolas

A partir de 2024, a Origin Agritech Limited mantém uma força de vendas direta de 47 representantes de vendas agrícolas que cobrem as principais regiões agrícolas da China.

Métricas da equipe de vendas	2024 dados
Total de representantes de vendas	47
Cobertura geográfica	5 províncias agrícolas primárias
Vendas médias por representante	US $ 324.000 anualmente

Plataformas online de comércio eletrônico

Origin Agritech aproveita vários canais de vendas digitais com as seguintes métricas de plataforma on -line:

• Mercado Agrícola do Alibaba: 3,2 milhões de visualizações anuais de produtos
• JD.com Seção Agrícola: 1,8 milhão de interações exclusivas do cliente
• Loja on -line direta da empresa: 782.000 transações anuais

Feiras agrícolas e exposições

Em 2024, a Origin Agritech participa de 12 grandes exposições agrícolas em todo o país.

Tipo de exposição	Número de eventos	Alcance total
Exposições Agrícolas Nacionais	7	42.500 profissionais do setor
Conferências Agrícolas Regionais	5	18.300 clientes em potencial

Conferências de Tecnologia Agrícola

O Origin Agritech apresenta 6 conferências agrícolas focadas em tecnologia em 2024.

• Participação média da conferência: 1.200 participantes
• Alcance da Conferência Total de Tecnologia: 7.200 profissionais de tecnologia agrícola
• Taxa de geração de leads: 14,5% por conferência

Parcerias de distribuição estratégica

A empresa mantém 23 parcerias de distribuição estratégica em cadeias de suprimentos agrícolas.

Tipo de parceria	Número de parceiros	Volume anual de vendas
Distribuidores de sementes	12	US $ 42,6 milhões
Varejistas de equipamentos agrícolas	7	US $ 28,3 milhões
Cooperativas agrícolas especializadas	4	US $ 15,7 milhões

Origin Agritech Limited (SEED) - Modelo de negócios: segmentos de clientes

Empresas agrícolas comerciais

O Origin Agritech Limited tem como alvo as empresas agrícolas comerciais com potencial de receita anual de US $ 5,2 milhões em vendas de tecnologia de sementes.

Tipo de empresa	Penetração de mercado	Compra anual estimada de sementes
Grandes fazendas corporativas	38%	US $ 2,1 milhões
Empresas agrícolas de tamanho médio	42%	US $ 1,8 milhão
Empresas de investimento agrícola	20%	US $ 1,3 milhão

Pequenos e médios agricultores

O Origin Agritech atende a aproximadamente 12.500 agricultores pequenos e médios em várias regiões.

• Compra média de sementes por fazendeiro: $ 420
• Valor total do segmento de mercado: US $ 5,25 milhões
• Cobertura geográfica: 3 regiões agrícolas primárias

Programas agrícolas do governo

Os contratos governamentais representam 25% da base de clientes da Origin, com o valor anual do contrato de US $ 3,7 milhões.

Tipo de programa	Valor do contrato	Duração
Desenvolvimento Agrícola Nacional	US $ 2,1 milhões	Contrato de 3 anos
Melhoramento regional de culturas	US $ 1,6 milhão	Contrato de 2 anos

Instituições de Pesquisa Agrícola

O Origin Agritech colabora com 17 instituições de pesquisa, gerando US $ 1,9 milhão em receita anual.

• Contratos de desenvolvimento de variedades de sementes: US $ 1,2 milhão
• Acordos de parceria de pesquisa: US $ 700.000

Organizações Internacionais de Desenvolvimento Agrícola

As parcerias internacionais contribuem com US $ 2,5 milhões para a receita anual da Origin AGRITECH.

Tipo de organização	Valor da parceria	Área de foco
Desenvolvimento Agrícola da ONU	US $ 1,3 milhão	Resiliência da colheita
Parcerias internacionais de ONGs	US $ 1,2 milhão	Agricultura sustentável

Origin Agritech Limited (Seed) - Modelo de Negócios: Estrutura de Custo

Investimentos de pesquisa e desenvolvimento

Para o ano fiscal de 2023, a Origin Agritech Limited alocou US $ 3,2 milhões em relação aos investimentos em pesquisa e desenvolvimento. A quebra das despesas de P&D é a seguinte:

Categoria de P&D	Valor do investimento ($)
Modificação de sementes genéticas	1,450,000
Pesquisa de resistência às culturas	850,000
Desenvolvimento de Tecnologia Agrícola	900,000

Despesas de produção e processamento de sementes

Os custos anuais de produção e processamento de sementes para 2023 totalizaram US $ 5,7 milhões, com a seguinte distribuição de despesas:

• Aquisição de matéria -prima: US $ 2.100.000
• Manutenção do equipamento de processamento: US $ 780.000
• Custos de mão -de -obra para produção: US $ 1.450.000
• Controle e teste de qualidade: US $ 670.000
• Embalagem e logística: $ 700.000

Manutenção da propriedade intelectual

As despesas de manutenção da propriedade intelectual para 2023 foram de US $ 425.000, incluindo:

Categoria de manutenção de IP	Custo ($)
Arquivamento de patentes e renovação	225,000
Consulta legal	120,000
Registro de marcas comerciais	80,000

Infraestrutura de marketing e vendas

Os custos de infraestrutura de marketing e vendas para 2023 totalizaram US $ 2,1 milhões:

• Campanhas de marketing digital: US $ 650.000
• Compensação da equipe de vendas: US $ 850.000
• Feira de feira e participação da conferência: US $ 300.000
• Sistemas de gerenciamento de relacionamento com clientes: US $ 300.000

Infraestrutura e manutenção de tecnologia

As despesas de infraestrutura de tecnologia para 2023 totalizaram US $ 1,8 milhão:

Categoria de tecnologia	Custo ($)
Serviços de computação em nuvem	550,000
Atualizações de hardware	450,000
Licenças de software	400,000
Medidas de segurança cibernética	400,000

Origin Agritech Limited (SEED) - Modelo de negócios: fluxos de receita

Vendas de variedades de sementes

Receita anual de vendas de variedades de sementes para 2023: US $ 14,7 milhões

Tipo de semente	Receita ($)	Quota de mercado (%)
Sementes de milho	8,200,000	55.7
Sementes de soja	4,500,000	30.6
Outras sementes de colheita	2,000,000	13.7

Licenciamento de tecnologias genéticas

Receita total de licenciamento em 2023: US $ 3,2 milhões

• Licenciamento de modificação genética: US $ 1,8 milhão
• Licenciamento de tecnologia resistente à seca: US $ 900.000
• Licenciamento de genes resistentes a pragas: US $ 500.000

Acordos de colaboração de pesquisa

Receita de colaboração de pesquisa para 2023: US $ 2,5 milhões

Instituição colaboradora	Valor do contrato ($)
Consórcio da Universidade Agrícola	1,200,000
Centro Internacional de Pesquisa de Culturas	800,000
Departamento de Pesquisa Agrícola do Governo	500,000

Royalties de patentes de biotecnologia

Receita total de royalties de patente em 2023: US $ 1,6 milhão

• Patentes de modificação genética: US $ 900.000
• Royalties de desenvolvimento de traços de sementes: US $ 700.000

Serviços de consultoria agrícola

Receita de serviços de consultoria para 2023: US $ 1,1 milhão

Tipo de serviço de consultoria	Receita ($)
Consultoria de otimização de culturas	600,000
Aviso de Tecnologia Genética	350,000
Consultoria de Sustentabilidade Agrícola	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.