Market analysis
In September, prices of pesticide raw materials diverged. Some products fluctuated slightly or remained stable under the influence of supply and demand, while others rose sharply.
Insecticide technical prices diverged.
Company dynamics
Yangnong Chemical disclosed its 2026 semi-annual report, showing an earnings recovery in Q2.
Norsyn Crop Technology, CAC Nantong, and Sino-Agri Union released their 2026 interim reports, showing divergent performance.
The EI report for Huludao Lingyun's 3,000 t/a malathion expansion project was publicised.
The EI report for Yuantai Chemical's 10,000 t/a o-toluidine, p-toluidine and m-toluidine technical renovation project was publicised.
Policy
On 10 September, the European Commission formally included chlorpyrifos in the EU POPs Regulation.
On 15 September, 2026, India's pesticide industry fully implemented the digital licence and whole-chain electronic compliance system, with traditional paper-based approval and ledger reporting models gradually phased out; the system covers the entire industrial chain of pesticide production, import, distribution and retail.
As for pest and disease forecasts, on 25 August, Guangdong forecast relatively high pest and disease severity in citrus autumn shoots. On 16 September, Guangdong forecast a relatively severe overall occurrence of autumn vegetable pests and diseases.
Regarding trade analysis, from January to August 2026, China's exports of insecticide formulations increased 24.16% YoY and the export value rose 4.62% YoY, while the average export price fell 15.74% YoY.
The USD/RMB exchange rate used is USD1.00 = RMB6.7809, sourced from the People's Bank of China on 1 September, 2026.

