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This report is dedicated to China's pesticide sector outlook in 2005. It focuses on the demand and supply analysis of pesticide. It presents our views on what a valuable pesticide firm is, and lists some key listed companies worth investors' attention as well.

Encouraged by favored policies from central government in 2004, China's crop planting areas have been effectively expanded and the farmers' enthusiasm in crop planting improved obviously. As investment in prevention and cure of plant diseases, insect pests and weeds has increased considerably, China's farmers have achieved high crop yields and revenue. Benefiting from the prosperity of agriculture, strong demand for pesticides emerged and China's pesticide industry began to step out of bottom to recover. The overproduction of pesticides has been kept within limits, products structure has been obviously optimized, and export trade of pesticides continues to prosper. The industry is performing preferably.

In 2005 domestic pesticides supply is likely to take on a tendency of steady to drop. With the farmers' rising enthusiasm in crop planting, displacement of high poisonous pesticides, the still serious problems of plant diseases, insect pests and weeds, and continuing rapid growth of pesticides export, demand for pesticides will remain strong in 2005. We believe the pesticide sector will continue to recover and further prosper in 2005.

We value such three types of pesticide firms as leaders in a segmented market, those with technology advantages or marketing pattern innovations.

Industry
Chapter One: 2004 performance review


Chapter Two: Recovery continues in 2005
2.1 Farmers' enthusiasm in planting crops still improving
2.2 Displacement of high poisonous pesticides increasing
2.3 Climate warming encourages farming disasters
2.4 Momentum of export growing not decreasing
2.5 Downwards turning point is expected to emerge
2.6 Import will remain stable

Enterprises

Chapter Three: 2004 performance review
3.1 Achievements
3.2 Profitability
3.3 Assets operation performance


Chapter Four: What kind of pesticide firms are worthy investing in 2005
4.1 Leading enterprises in sub-sectors
4.2 Those with patented technology advantages
4.3 Those with marketing innovations


Chapter Five: Key listed companies
5.1 Xin'an Chemical (600596.SH)
5.2 Yangnong Chemical (600486.SH)
5.3 Nanjing Redsun (000525.SZ)




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Selected tables and figures
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Domestic chemical pesticides production and structure change
Key performance indicators of the pesticide sector in China in 2004
Program to cut down five high poisonous organic phosphor pesticides
China chemical pesticides imports forecasts
Performance of listed pesticide firms in the first half of 2004
Operation indicators of listed pesticide firms
Estimation of market value of major international pesticide firms
Estimation of market value of major domestic pesticide firms
Key listed pesticide firms performance forecasts and grading
China chemical pesticides exports by month
China chemical pesticides imports by month
Changes of grain planting area in China
Changes of gross grain production in China
Pesticides retail price indexes
Pesticides repertory comparison month by month in recent 2 years
Climate warming creates greater demand for pesticides
China pesticides exports simulation curve
China pesticides imports simulation curve
Changes of chemical pesticides production in China
Productions of bactericides and weedicides
ROEs of listed pesticide firms