At the policy level, recent No. 1 Central Documents, the Grain Security Law and the 2024–2035 Agricultural Plan all point to a long runway of support for staple crops, high standard farmland and seed innovation. Within that framework, potatoes and sweet potatoes have been positioned as flexible “buffer crops” with an explicit push since 2015 to treat sweet potatoes and other tubers as staple food and to industrialise potato-based staples including sweet potatoes.
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Hainan project update.
Management provided more granular guidance on the Hainan roll-out during our recent visit to Liancheng. They now expect sweet potato trading to be the first visible contribution from Hainan, with revenue of around RMB 30m in FY27, while fresh tuber and seedling revenues should begin to scale from 2H27 into FY28 as planting density and farmer adoption ramp.
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Sweet potato powder update.
On the processing side, Zixin’s first sweet potato powder line is in commissioning and is expected to start generating revenue from March 2026.
Based on management guidance from the site visit, we forecast full utilization revenue of about RMB 4.5m per month, or roughly RMB 50m–55m per year, with an attractive margin profile given its B2B positioning in beverages, bakery and nutraceutical applications.
