In September 2026, the glycine ex-works price trended upward. Rising costs provided bottom support, and glycine prices are expected to fluctuate at high levels in the short term. Yellow phosphorus prices decreased slightly, while the glyphosate market rebounded after falling.
Project dynamics
The EI report for Hefei Yifeng's pesticide formulation compounding and packaging technical renovation project was accepted and publicised.
The construction of the glycine production base project of Newtrend New Materials was progressing on schedule.
Corporate dynamics
Xingfa Group released its H1 2026 financial report, with net profit up 14.97% YoY.
Several leading glyphosate companies successively released their H1 2026 performance reports, showing mixed performance.
Bayer announced a series of plans to advance its glyphosate-tolerant trait products.
Policy and management
China voted to adopt the newly revised Agriculture Law.
Shanghai issued the "Shanghai Zero-Carbon Park Construction Work Plan".
In terms of export trade, in June 2026, China's glyphosate export volume declined, with Jinfanda as the largest exporting company and Brazil as the largest export destination.

