Origin Agritech Limited · NASDAQ:SEED
Origin Agritech — Investor Presentation (July 2026)
37 slides from Origin Agritech's investor presentation, July 2026
Slide 1: Origin Agritech Ltd.
ORIGIN AGRITECH LTD. July 2026 | Nasdaq: SEED
Slide 2: Forward Looking Statements & Disclaimers
Forward Looking Statements & Disclaimers
Slide 3: Table of Contents
Table of Contents Corporate Overview and Updates 4 Innovation Platform and Product Development Pipeline 19 Commercial Strategy and Forward Outlook 29 NASDAQ: SEED 3
Slide 4: Origin Agritech at a Glance
Origin Agritech at a Glance Origin Agritech is a high-tech agricultural biotechnology company in China specializing in the development, production, processing, and commercialization of superior crop varieties. Leveraging advanced biotechnology and genetic breeding techniques, the company also offers
Slide 5: The Origin Turnaround: A New Era of Proven Leadership
The Origin Turnaround: A New Era of Proven Leadership A planned succession, two years of preparation — and the execution team now in place 1. Founder-Supported Continuity 3. The Execution Team Is In Place (March 2026) Founder Dr. Gengchen Han — who built Origin’s germplasm and Dr. James Chen returne
Slide 6: Leadership: A Proven Value Creator at the Helm
Leadership: A Proven Value Creator at the Helm Weibin Yan, Chief Executive Officer & Managing Director — a four-time builder in seed and agribusiness Longping High-Tech (SZSE: 000998) President / Vice Chairman, 2004–2016. Led the transformation into a focused seed-technology leader; market capitaliz
Slide 7: Turnaround Strategy
Turnaround Strategy With a wealth of executive experience and industry connections, our new CEO, Mr. Yan, has established a five-pillar turnaround framework for Origin: 1. Market-Oriented 2. Biotech 3. Sales Network 4. Supply Chain 5. Strong Breeding Commercialization Rebuilding the Upgrading our se
Slide 8: The Future: Our 2024-2032 Winning Strategy
The Future: Our 2024-2032 Winning Strategy Last two years marked successful transformation of the New Origin with new management and business teams. We expect our new varieties corn seed business to grow significantly during the upcoming 2026-2027 season. The strong foundation we have built will ena
Slide 9: Strategic Optionality: Multiple Paths to Value Creation
Strategic Optionality: Multiple Paths to Value Creation The Board and management are open to the full range of value-creating strategic options Strategic Partnerships Open to commercial, technology, and distribution partnerships with leading domestic and international agribusiness players seeking ac
Slide 10: Our Foundation in Seed R&D
Our Foundation in Seed R&D We’re advancing China’s seed industry through technological innovation oOur journey began with seed research and development, which continues to remain as a core focus for the future oThe company is equipped with four research stations in Tongzhou (Beijing), Sanya (Hainan
Slide 11: Origin's Seed Production & Processing
Origin’s Seed Production & Processing PLANTING o Origin has partnered with the Xinjiang Production and Construction Corps’ 5th Division to establish a high-quality seed production base covering 10,000 acres o Through land transfer, the company has built a modern seed production base featuring mechan
Slide 12: Talent & Team: Building Organizational Capability
Talent & Team: Building Organizational Capability Strategic Investment in Human Capital to Execute Our Vision o Rebuilt a Cohesive & Scalable Team Grew our dedicated crew to ~100 highly skilled professionals across R&D, sales, and operations. o Foundation for Growth Strengthened organizational capab
Slide 13: Key Strategic Alliances
Key Strategic Alliances Origin has established strong, lasting relationships with top seed research institutions in China: • GMO reseach : • Gene editing, BBL2-2 haploid- • Co breeding • Co breeding of induction line • Gene exploration Zhongdan 6202 (Hi-3) technology • D/H breeding • Co breeding of
Slide 14: Origin's Expanding Influence in China's Seed Industry
Origin’s Expanding Influence in China’s Seed Industry BEIJING SEED INDUSTRY CONFERENCE SANYA INT’L SEED SCIENTIST CONFERENCE CHINA AGRICULTURAL UNIVERSITY o In October 2024, at the Beijing Seed Industry o In January 2025, at the 4th Sanya International Seed o In January 2025, Origin, in collaboratio
Slide 15: Seed Industry Challenges in China - Food Security & Climate Change
Seed Industry Challenges in China - Food Security & Climate Change CLIMATE CHANGE FOOD SECURITY CHANGING FARMING DIVERSIFIED PRACTICE CUSTOMER NEEDS o o o o NASDAQ: SEED 15
Slide 16: Our Solution: A Product Portfolio with Winning Products
Our Solution: A Product Portfolio with Winning Products Investing Our Pipeline and Securing Early Market Demand SUCCESSFULLY LAUNCHED NEW HIGH- PERFORMANCE VARIETIES o Integrated Jinqiao 8, Jingke 317, Jingke 4580 and more into our commercial portfolio following their acquisition STRONG EARLY MARKET
Slide 17: Our Solution: Built Upon Three Technology Pillars
Our Solution: Built Upon Three Technology Pillars GERMPLASM GENE EDITING GMO TRAITS • Origin’s huge library of • Origin is a leading player • Origin has all of the thriving corn germplasm in using gene editing to major GMO traits are the solid foundation for create innovative new integrated into its
Slide 18: Our Solution: Breeding & Biotechnology
Our Solution: Breeding & Biotechnology We’re integrating traditional techniques with new technology to make Origin a highly competitive seed company TRADITIONAL MOLECULAR DESIGN GENOMIC SELECTION COLLABORATIVE BREEDING BREEDING BREEDING RESEARCH o Over 200 Acres of o Gene cloning and target o SSR Ma
Slide 19: Origin's Germplasm Superiority
Origin’s Germplasm Superiority Our 27 years of R&D on hybrid corn provide a huge competitive advantage BIOTECHNOLOGY & GERMPLASM GO HAND-IN-HAND VALIDATED TECHNOLOGY o Origin’s biotechnology such as GMO and gene editing o 112 hybrids approved as new varieties in the last 27 years adding newer and be
Slide 20: Origin's Innovation Engine
Origin’s Innovation Engine Positioning Origin Agritech as the Thought Leader in Agricultural Science RE-ENERGIZED SCIENTIFIC COMMUNITY o Hosted premier R&D seminars in Hainan and Beijing, successfully signaling our strong return and commitment to innovation to key industry leaders and scientists. RO
Slide 21: Origin's Innovation Engine: Transition to Transgenic
Origin’s Innovation Engine Leading the Transition to Transgenic o 8 of our GM corn varieties are being sent for trial, positioning us at the forefront of the future market. A one-step phylogenetic gene editing technique published in Nature that has been applied to our registered varieties, is perfor
Slide 22: National Recognition for Our Gene-Editing Platform
National Recognition for Our Gene-Editing Platform National recognition, peer-reviewed breakthroughs, and an expanding gene-editing toolkit o Selected by the Chinese Academy of Agricultural Sciences from 46,832 high-level 2024 research papers — one of only 10 breakthroughs recognized nationwide. o B
Slide 23: Germplasm Gene Mapping
Germplasm Gene Mapping HIGHLIGHTS o 1037 elite Inbred Lines (100 DH derived lines) o ~80 new elite DH lines used in making R1 cross/year o 700 exotic germplasm sources. Includes: patent expired germplasm from, Euro & Chinese public germplasm o Pipeline materials: 50,000. Includes: BCx, Fx, DHs, pop,
Slide 24: Our GMO Trait Portfolio
Our GMO Trait Portfolio Phytase Corn Herbicide and Insect Resistance Origin's Phytase corn GMO is the first GMO corn trait to receive The first and only triple stack GMO corn hybrid entering the biosafety certificate in 2009. Phytase is an enzyme that is national demo plot and ready for commercial p
Slide 25: Major Milestone: GMO Safety Certificate for Triple Stack Corn
Major Milestone: Origin Receives GMO Safety Certificate for Triple Stack Corn The BBL2-2 insect-resistant & herbicide-tolerant transgenic event has obtained a GMO bio-safety certificate, offering the following advantages: Triple-Stack Genes: Cry1Ab Cry3Bb and Cp4-epsps High Resistance to Lepidoptera
Slide 26: Origin is Creating More Resilient Crops
Origin is Creating More Resilient Crops The field performance of our BBL2-2 transgenic maize has been outstanding Non-genetically modified corn (Aoyu 510) BBL2-2 transgenic maize Aoyu 510 NASDAQ: SEED 26
Slide 27: Creating Compact Corn Using Gene Editing Technology
Creating Compact Corn Using Gene Editing Technology Using one-step phylogenetic techniques, knocking out the lac1 gene can achieve intelligent plant type in maize plants, with a reduced angle between the upper leaves of the ear and no significant changes in the middle and lower parts of the ear whic
Slide 28: Using Gene Editing Tech to Obtain New Dwarf Corn Varietals
Using Gene Editing Tech to Obtain New Dwarf Corn Varietals The use of gene editing technology to create dwarf corn has shown significant effects, providing germplasm materials for the cultivation of high-density corn varieties. POLLINATION GENE EDITING INDUCTION LINE EXTENDED REPRODUCTIVE PERIOD NAS
Slide 29: Driving Demand and Reclaiming Our Position in Core Markets
Driving Demand and Reclaiming Our Position in Core Markets GRAND SEMINAR ROADSHOWS, RE-ESTABLISHED BRAND PRESENCE 3 700+ industry US$1M+ o Executed a highly successful series of roadshows in pre-sale down "comeback" events across three major core market partners payment agricultural provinces (Henan
Slide 30: Market Campaign Roadmap
Market Campaign Roadmap September 2025, Demonstration at China Seed Indusry Conference (Beijing) August 2025, Origin New Product Launch, Xuzhou, Jiangsu August 2025, Origin Seed Expo and Summit, Zhengzhou, Henan July 2025, Origin New Product Launch, Zhongxiang, Hubei January 2026, Participation and
Slide 31: New Product Launch and Field Demo in Zhongxiang Hubei
o At Origin’s New Product Launch and Field Demo in Zhongxiang Hubei in July 2025, one of the corn seed distributors is very confident with Origin’s new product Jinqiao 8 and giving a thumbs-up sign. NASDAQ: SEED 31
Slide 32: Origin Seed Expo and Summit in Zhengzhou, Henan
o August 9, 2025, Origin Seed Expo and Summit in Zhengzhou, Henan, attracted over 700 distributors and industry attendees, more than double the expected. NASDAQ: SEED 32
Slide 33: "Aoyun 2026": Driving Commercial Adoption
“Aoyun 2026”: Driving Commercial Adoption A national campaign aligning sales strategy with performance accountability o Launched at the 2026 Annual Marketing Conference (Changsha, Hunan; March 2026) to accelerate adoption of the next-generation portfolio ahead of spring planting. o New product portf
Slide 34: The Future: Steps We're Taking Now to Reach Our Goals
The Future: Steps We’re Taking Now to Reach Our Goals Our goal is to build a leading Asian seed & agricultural high-tech company driven by biotechnology. STRENGTHEN CORE SEED EXPAND BIOTECH BUILDING AN ICT→AI INDUSTRY BUSINESS PLATFORM CAPABILITIES DRIVEN ORGANIZATION EXPAND BIOTECHNOLOGY o Strength
Slide 35: Next Steps: Strategic Expansion & Portfolio Growth
Next Steps: Strategic Expansion & Portfolio Growth Targeted Investments to Drive 2026 Market Leadership & Revenue Increase EXPAND GRAND SEMINAR STRENGTHEN SOUTHWEST ROADSHOWS PRESENCE Launched the next wave of our market Officially open and operationalize the campaign in September, targeting key new
Slide 36: Why Invest in Origin Agritech?
Why Invest in Origin Agritech? The foundation has been built. The market is turning. The performance phase shows results soon. ASYMMETRIC VALUE, WITH MULTIPLE PATHS TO REALIZE IT A PROVEN VALUE-CREATOR RUNNING A DISCIPLINED, VISIBLE TURNAROUND A DEFENSIBLE TECHNOLOGY MOAT, VALIDATED AT THE NATIONAL
Slide 37: You've heard from us. We want to hear from you.
Scan the QR code or visit us @ originagritech.com You’ve heard from us. we want to hear from you. Kate Lang "For Mandarin" +86 186.1839.336 8 bing.lang@origins eed.com.cn Matthew Abenante, Strategic Investor Relations, LLC 347.947.2093 [email protected] NASDAQ: SEED 37