Slide 1: Origin Agritech Limited Agricultural and Rural Strategies
November 2016 Origin Agritech Limited Agricultural and Rural Strategies October 22, 2018 1
Slide 2: Safe Harbor Statement
2 Safe Harbor Statement This presentation may contain forward - looking statements. All forward - looking statements included in this presentation are based on information available to us on the dote hereof. These statements involve known and unknown risks, uncertainties and other factors, which may
Slide 3: Outline
Outline » Investment Highlights » Agricultural and Rural Opportunities » Origin’s Integrated Strategy Corn Seed & Biotech SEED+ Rural e - commerce: Origin e - Commune Network Strategic partner: Integrated Saline - Alkaline Land Reclamation Technology 3
Slide 4: Investment Highlights
Investment Highlights • 20 + years of Superior Brand & Operating Experience • Solid commercial corn seed business • Revolutionary e - commune network, expecting revenue over RMB1 billion in FY2019 • Technology Leadership: Seed Biotechnology & seed breeding • Cooperation on New Business: Integrated S
Slide 5: Opportunities: Origin's advantages
Agricultural and Rural Opportunities Origin’s advantages: » 20+ years operating in rural China with superior brand name; » Broad geographic exposure across vast farmland in China; » Large rural customer base with a network of over 30,000 distributors/ retailers and exposure to over 10 million farmer
Slide 6: Opportunities: What's New and Happening
Agricultural and Rural Opportunities What‘s New and Happening: » Chinese Government’s focus on New Rural Regions; » Penetration of smart phone and 4G network in the rural regions; » E - commerce technologies going to the rural regions in China; » Recent trade disputes between China and the U.S .; »
Slide 7: Opportunities Facing Origin
Agricultural and Rural Opportunities 7 Opportunities Facing Origin Origin’s Competitive Advantages New Market Trends New Environments Opportunities » Revolutionize the Chinese ag. distribution network; » Provide integrated and customized technology solution to the farmers; » Find solutions to meet t
Slide 8: Opportunities: Market Potential in China
Agricultural and Rural Opportunities Corn Seed RMB 15B All Seed RMB 80B Ag Inputs RMB >1Trillion Rural Consumption > RMB 5Trillion Market Potential in China 8 Sources: Chinese Ministry of Agriculture Ag Inputs estimate assumption: 1.8 billion mu arable land; >RMB600/mu Ag Inputs, including seed, fer
Slide 9: Origin's Integrated Strategy: Corn Seed & Biotech
Origin’s Integrated Strategy • Corn Seed & Biotech » After termination of commercial seed business divestiture, we kept the majority of revenue generating business as well as the headquarters building in Beijing; » Entered More Cooperation Programs for Biotech Traits, preparing for the commercializa
Slide 10: Origin's Integrated Strategy: SEED+ Rural e-commerce
Origin’s Integrated Strategy • SEED+ Rural e - commerce: Origin e - Commune Network » Initiated revolutionary e - commune network to provide integrated and customized solutions to the farmers; » Three joint ventures (more to come) established as the cornerstone of the Origin e - Commune Network, whi
Slide 11: Origin's Integrated Strategy: Strategic partner ISALR Technology
Origin’s Integrated Strategy • Strategic partner: Integrated Saline - Alkaline Land Reclamation (ISALR) Technology » Origin and Longhan has entered into a strategic cooperation agreement and a share subscription agreement to commercialize the ISALR technology in 2019, both in China and globally; » P
Slide 12: ISALR Technology
ISALR Technology ISALR Technology Seed Treatment Origin hybrid seed products with Origin biotech traits Seed Breeding Seed Biotechnology Soil Treatment • ISALR Technology combines Longhan’s molecular biotechnology for seed treatment and soil treatment with Origin’s seed breeding and seed biotechnolo
Slide 13: Saline and Alkaline Land – Hope for Food Security
Saline and Alkaline Land – Hope for Food Security 100 million hectare in China; 1 billion hectare globally 13 Main Saline and Alkaline Land as the percentage of total arable land Source: Chinese National Geography
Slide 14: 2018 Field Testing in Xinjiang, China
2018 Field Testing in Xinjiang, China 300mu heavy saline - alkaline soil cotton field testing Control ISALR Technology
Slide 15: 2018 Field Testing in Heilongjiang, China (Soybean)
2018 Field Testing in Heilongjiang, China 50mu Soybean field testing in a lightly saline - alkaline soil Control ISALR Technology
Slide 16: 2018 Field Testing in Heilongjiang, China (Corn)
2018 Field Testing in Heilongjiang, China 50mu corn field testing Control ISALR Technology
Slide 17: 2018 Field Testing in Uzbekistan
2018 Field Testing in The Republic of Uzbekistan 17 Control ISALR Technology 50 mu cotton field testing in Chimboy , Uzbekistan
Slide 18: Origin's Integrated Strategy: e-Commune Network
Origin’s Integrated Agricultural and Rural Strategy 18 Origin e - Commune Network E - Commune Members Distributors Retails Farmers Origin e - commerce platform Origin’s regional JVs Government Supports Belt & Road Initiative Integrated Ag. Projects ISALR Technology Seed breeding Seed biotechnology S
Slide 19: Summary
Summary • Revolutionary Origin e - Commune N etwork is now in operation. Expecting revenues of over RMB1 billion in FY2019; • The cooperation project with Longhan for ISALR commercialization initiated. Expecting target planting area of over 1million mu (~165,000 acres ) in FY2019; • Entered More Coo
Slide 20: Thank You
THANK YOU 20