Insecticides China Monthly Report

Market analysis: In November, the insecticide market as a whole showed a pattern of weak stability in November, with the prices of main products fluctuating, and the supply and demand game continued to dominate the market trend.

Enterprise dynamics: Hubei Changqing's 4,200 t/a pyrethroid series products project has entered the environmental assessment public notice stage; KingAgroot's independently developed new generation insecticide chlorfenapyr is expected to be officially launched in 2027; Jiangsu Tuoqiu has officially started the pre-listing tutoring procedure on the Beijing Stock Exchange (BSE); Fengshan Group's latest third-quarter report shows that its insecticide business performance was particularly outstanding in the first three quarters.

Policy: New progress has been made on the policy front. The Department of Crop Management of the Ministry of Agriculture and Rural Affairs released the "Regulations on the Registration of Pesticides for Export Only (Draft for Comments)", aiming to establish an independent and comprehensive management system for pesticides dedicated to export. Meanwhile, at the 39th China Crop Protection & Agrochemical Expo, the Ministry provided an authoritative interpretation of the newly revised supporting regulations of the "Regulations on the Administration of Pesticides".

Trade analysis: From Jan. to Oct. 2025, China's export volume of insecticide formulations reached 465,883.38 tons, a YoY increase of 27.92%; the export value rose by 16.39% YoY, while the average export price fell by 9.02% YoY, indicating a clear trend of rising volume but falling prices.

Pests: In 2026, the occurrence of pests and diseases nationwide is expected to be relatively severe, with an estimated affected area of about 120 million mu. At the same time, Jiangsu Province estimates that the total amount of pesticides used in 2026 will be approximately 14,650 tons (100% AI volume), a slight decrease of about 1% YoY, reflecting the continuous improvement in the efficiency of pesticide use.