请务必阅读正文后的声明及说明 风险提示：蓝莓价格波动，极端自然灾害，业绩预测和估值不达预期 [Table_Summary] 公司公告全资子公司爱莓庄农业集团有限公司与 MOUNTAIN BLUE ORCHARDS PTY LTD 山蓝色果园企业有限公司签署了关于蓝莓新品种 知识产权的《许可协议》。根据协议，MBO 将向爱莓庄集团许可 MBO 若干专利知识产权，根据协议条款及条件，爱莓庄集团可以在约定区域 内种植并商业化经营上述获许可品种。 | [Table_Finance] 财务摘要（百万元） | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入 | 4,120 | 5,288 | 6,122 | 7,039 | 8,264 | | (+/-)% | -3.41% | 28.37% | 15.76% | 14.99% | 17.39% | | 归属母公司净利润 | 236 | 585 | 751 | 1,242 | 1,672 | | (+/-)% | -28.26% | 148.10% | ...

证券日报网讯2月24日，诺普信（002215）在互动平台回答投资者提问时表示，蓝莓出口东南亚市场机 会巨大，公司正在全力布局与开拓，公司也高度重视品种创新，近期与MBO签署了相关许可协议，有 效优化了公司品种资源结构，促进公司在蓝莓产业链中的竞争力与可持续发展能力。 ...

国泰海通发布研报称，2026年1月，淘天宠物与炼丹炉大数据联合发布《宠物行业新品趋势报告》显 示，时令节日仪式感消费已成为"它经济"的核心增长极，"新年宠物礼盒"这一搜索关键词在天猫平台上 的同比增速便已经达到了20%+。根据天猫数据，宠物过年衣服销量实现330%的大幅增长，宠物年夜饭 实现290%的增长。此外，春节后，华南与华北区域举办规模领先的宠物展会，国内头部品牌预计在展 会上推出新品，值得关注。 养殖：春节后预期猪价进入淡季节奏 春节后预期猪价进入淡季节奏。春节后预计需求淡而供给多，预期价格进入淡季节奏。事实上腊月小年 后，春节备货已经开始逐步下降，接下来节后的屠宰场正月初七和初八正式开工后，价格将进入低价和 养殖亏损阶段。关注低猪价下的产能去化情况。 标的方面 生猪推荐标的：牧原股份(002714.SZ)、温氏股份(300498.SZ)；后周期推荐标的：科前生物 (688526.SH)、海大集团(002311.SZ)。农产品产业链推荐标的：晨光生物(300138.SZ)、诺普信 (002215.SZ)、荃银高科（维权）(300087.SZ)、国投丰乐(000713.SZ)，相关标的：康农种业 (30 ...

春节宠物消费增长快，关注宠物经济蓬勃之势 [Table_Industry] 农业 | | | | | | | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 王艳君(分析师) | 021-38674633 | wangyanjun2@gtht.com | S0880520100002 | | 林逸丹(分析师) | 021-38038436 | linyidan@gtht.com | S0880524090001 | | 巩健(分析师) | 021-23185702 | gongjian@gtht.com | S0880525040051 | 本报告导读： 养殖：春节后预期猪价进入淡季节奏。宠物: 春节宠物消费增长快，关注宠物经济 蓬勃之势。 投资要点： [宠物Table_Summary] : 春节宠物消费增长快，关注宠物经济蓬勃之势。 养殖：春节后预期猪价进入淡季节奏。 春节后预期猪价进入淡季节奏。春节后我们预计需求淡而供给多， 预期价格进入淡季节奏。事实上腊月小年后，春节备货已经开始逐 步下降，接下来节后的屠宰场正月初七和初八 ...

Company Developments - The company announced a licensing agreement with MOUNTAIN BLUE ORCHARDS PTY LTD for blueberry variety intellectual property, allowing its subsidiary to cultivate and commercialize the licensed varieties in designated areas, aimed at optimizing its variety resource structure and supporting long-term growth in the blueberry business [2] Stock Performance - On the same day of the announcement, the company's stock price increased by 2.03%, closing at 11.56 CNY per share with a trading volume of 135 million CNY, although there was a net outflow of 4.54 million CNY from major funds. Year-to-date, the stock has risen by 9.16%, but has decreased by 9.12% over the past 60 days, indicating a divergence in short-term market sentiment [3] Capital Increase Plan - The company released a plan on November 26, 2025, to issue shares to specific investors, aiming to raise no more than 1.45 billion CNY, primarily for the expansion of blueberry bases and the construction of a research and development center. This plan may involve issues related to equity dilution, and the subsequent approval and implementation progress will be closely monitored [4] Financial Performance - As of September 30, 2025, the company reported a revenue of 4.086 billion CNY for the first nine months of 2025, representing a year-on-year increase of 4.92%. The net profit attributable to the parent company was 576 million CNY, up 18.03% year-on-year. The revenue from fresh consumer goods accounted for 49.14% of total revenue, becoming a major growth driver [5]

Core Viewpoint - The company, Noposion (002215.SZ), has announced a licensing agreement between its wholly-owned subsidiary, Aimeizhuang Agricultural Group Co., Ltd. (referred to as "Aimeizhuang Group"), and Mountain Blue Orchards Pty Ltd (referred to as "MBO") regarding intellectual property for new blueberry varieties [1] Group 1 - Aimeizhuang Group will be granted licenses for several patented intellectual properties from MBO, allowing the company to cultivate and commercialize the licensed varieties in specified regions [1] - The collaboration aims to leverage the strategic layouts and resource advantages of both parties to establish a long-term and stable cooperative system [1] - This partnership is expected to effectively optimize the company's variety resource structure, providing ongoing support for the growth and quality enhancement of its blueberry business [1]

Core Viewpoint - The company, Noposion (002215.SZ), has announced a licensing agreement between its wholly-owned subsidiary, Aimeizhuang Agricultural Group Co., Ltd. (referred to as "Aimeizhuang Group"), and Mountain Blue Orchards Pty Ltd (referred to as "MBO") regarding the intellectual property of new blueberry varieties [1] Group 1 - Aimeizhuang Group will be granted licenses for several patented intellectual properties from MBO, allowing the company to cultivate and commercialize the licensed varieties in specified regions [1] - The collaboration aims to leverage the strategic layouts and resource advantages of both parties to establish a long-term and stable cooperative system [1] - This partnership is expected to effectively optimize the company's variety resource structure, providing ongoing support for the growth and quality enhancement of its blueberry business [1]

Core Viewpoint - The company, Nopson (002215.SZ), has signed a licensing agreement with Mountain Blue Orchards Pty Ltd (MBO) for blueberry variety intellectual property, aiming to enhance its blueberry business growth and quality through strategic collaboration [1]. Group 1 - The licensing agreement allows Nopson's wholly-owned subsidiary, Aimeizhuang Agricultural Group Co., Ltd. (referred to as "Aimeizhuang Group"), to cultivate and commercialize several patented blueberry varieties in a specified region [1]. - The collaboration between Aimeizhuang Group and MBO is designed to leverage both parties' strategic layouts and resource advantages, establishing a long-term and stable cooperative system [1]. - This partnership is expected to effectively optimize the company's variety resource structure, providing ongoing support for future growth and quality improvement in the blueberry business [1].

深圳诺普信作物科学股份有限公司公告 证券代码：002215 证券简称：诺普信 公告编号：2026-011 深圳诺普信作物科学股份有限公司 关于全资子公司与MBO签署蓝莓新品种许可协议的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、交易概述 深圳诺普信作物科学股份有限公司（以下简称"公司"）于近日获悉，全资 子公司爱莓庄农业集团有限公司（本文简称"爱莓庄集团"，许可协议中称 "IMBERRI"）与 MOUNTAIN BLUE ORCHARDS PTY LTD 山蓝色果园企业有限公司（以 下简称"MBO"）签署了关于蓝莓新品种知识产权的《许可协议》（以下简称"协 议"）。根据协议，MBO 将向爱莓庄集团许可 MBO 若干专利知识产权，根据协议 条款及条件，爱莓庄集团可以在约定区域内种植并商业化经营上述获许可品种。 本次交易不构成关联交易，也不构成《上市公司重大资产重组管理办法》规 定的重大资产重组。 二、协议双方基本信息 （二）被许可方 公司名称：爱莓庄农业集团有限公司 深圳诺普信作物科学股份有限公司公告 住所：深圳市宝安区西乡街道凤凰岗社区水库路 113 ...

Investment Rating - The report gives an "Overweight" rating for the agricultural industry, indicating that it is expected to outperform the overall market [3][10]. Core Insights - The 2026 Central Document emphasizes food security and agricultural modernization, reiterating the importance of "new agricultural productivity" and the continuous focus on seed industry revitalization, particularly in biological breeding [4]. - In livestock, there is a shift towards "strengthening" comprehensive regulation of pig production capacity, with a focus on stabilizing the beef and dairy industries, and promoting dairy product consumption [4]. - The document highlights the importance of grain security, aiming to stabilize grain production at around 14 trillion jin, and introduces measures to enhance grain circulation efficiency [4]. - The report outlines the implementation of agricultural technology, including the integration of artificial intelligence with agriculture, and identifies key application scenarios such as drones, IoT, and robotics [4]. - The report suggests three main investment focuses: the recovery of the beef and dairy industries, the expected rebound in the pig cycle, and the continued advancement of the seed industry and biological breeding [4]. Summary by Sections Livestock Industry - The report indicates a comprehensive approach to regulating pig production capacity and acknowledges the success of measures taken to support the beef and dairy industries [4]. - It also mentions the introduction of multiple measures to promote dairy product consumption for the first time [4]. Crop Production - The focus remains on food security, with a commitment to stabilize grain production and enhance the efficiency of grain circulation [4]. - The report introduces a new round of initiatives aimed at increasing grain production capacity, particularly for oilseed crops like soybeans [4]. Seed Industry - The report emphasizes the ongoing implementation of seed industry revitalization actions and the acceleration of biological breeding industrialization [4]. - It notes the continuous mention of biological breeding in the Central Document over the past six years, highlighting its growing importance [4]. Agricultural Technology - The report outlines the path for implementing new agricultural productivity, emphasizing the need for technology integration, particularly in AI applications [4]. Agricultural Trade - The report advocates for the coordination of agricultural trade and production, promoting diversification of agricultural imports and supporting the export of competitive agricultural products [4].