NOPOSION(002215)

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农药制剂龙头成功跨界 诺普信挖掘蓝莓产业机会
Zheng Quan Ri Bao· 2025-05-16 12:38
Core Viewpoint - The domestic blueberry industry in China is rapidly growing, with companies like Noposion Agricultural Science Co., Ltd. playing a significant role in this transformation, as consumers shift from imported to locally produced blueberries [2][3]. Company Performance - Noposion achieved a revenue of 5.288 billion yuan in 2024, marking a year-on-year increase of 28.37%, and a net profit of 585 million yuan, up 148.10% [3]. - The fresh consumption business, primarily focused on blueberries, generated 2.139 billion yuan in revenue, reflecting a remarkable growth of 251.28%, accounting for 40.45% of total revenue [3]. Blueberry Production and Technology - The company plans to expand its blueberry planting area to approximately 35,000 to 40,000 mu (about 5,833 to 6,667 acres) by the 2025-2026 production season [3]. - The yield per mu is expected to increase from 1.3 tons in the 2023-2024 season to 1.4 tons in the 2024-2025 season, with a target of over 1.5 tons for the next year [3]. - Noposion's blueberries have a large fruit rate of nearly 70% for fruits with a diameter of over 18 mm, thanks to advanced selection and early promotion techniques [3]. Agricultural Technology and Innovation - Noposion leverages its agricultural technology advantages, employing a research team composed of experts who work closely in the field to enhance blueberry cultivation [4][5]. - The company has developed a new agricultural research system that integrates local and scientific expertise, focusing on various research projects to improve cultivation techniques [5]. - The industrialized agricultural model adopted by Noposion, including automated irrigation and fertilization systems, represents a significant shift from traditional farming practices [5]. Market Trends - The development of the blueberry industry in China is seen as a typical example of technology empowering agriculture, aligning with consumer trends towards fresh, high-quality domestic fruits over imported frozen options [5].
诺 普 信(002215) - 2024年年度股东大会决议公告
2025-05-16 12:16
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:2025-020 深圳诺普信作物科学股份有限公司 二○二四年年度股东大会决议公告 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。 特别提示: 1、本次股东大会以现场投票和网络投票相结合的方式召开。 2、本次股东大会无增加、变更、否决提案的情况,不涉及变更前次股东大 会决议。 一、会议召开和出席情况 1、会议召开情况 (1)现场召开时间:2025年5月16日(星期五)下午14:30 网络投票时间:2025年5月16日 其中,通过深圳证券交易所交易系统进行网络投票的具体时间为2025年5月 16日上午9:15-9:25,9:30-11:30,下午13:00-15:00;通过深圳证券交易所互 联网投票系统进行网络投票的具体时间为2025年5月16日上午9:15至下午15:00 的任意时间。 (2)召开地点:深圳市宝安区西乡水库路113号公司七楼会议室 (4)召集人:本公司第七届董事会 (5)会议主持人:公司董事长卢柏强先生 (6)本次会议通知及相关文件分别刊登在2025年4月25日《 ...
诺 普 信(002215) - 国浩律师(深圳)事务所关于深圳诺普信作物科学股份有限公司2024年年度股东大会的法律意见书
2025-05-16 12:04
法律意见书 深圳市福田区深南大道6008号特区报业大厦42、41、31DE、2403、2405 电话(Tel):+86 755 83515666 传真(Fax):+86 755 83515333/83515090 网址(Website): www.grandall.com.cn 国浩律师(深圳)事务所 关于深圳诺普信作物科学股份有限公司 2024年年度股东大会的法律意见书 GLG/SZ/A2008/FY/2025-531 致:深圳诺普信作物科学股份有限公司 国浩律师(深圳)事务所(以下称"本所")接受深圳诺普信作物科学股份有 限公司(以下称"公司")的委托,指派本所律师出席公司2024年年度股东大会(以 下称"本次股东大会"),对本次股东大会的合法性进行见证。 本所律师根据《中华人民共和国公司法》(以下称"《公司法》")、《上市 公司股东大会规则》(以下称"《股东大会规则》")等法律、法规和规范性法律 文件以及《深圳诺普信作物科学股份有限公司章程》(以下称"《公司章程》") 的规定,就公司本次股东大会的召集、召开程序、出席会议人员的资格、召集人 的资格、表决程序和表决结果等有关事宜出具本法律意见书。 本法律意 ...
诺 普 信(002215) - 关于回购注销限制性股票暨减少注册资本的债权人通知公告
2025-05-16 12:02
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:2025-021 深圳诺普信作物科学股份有限公司 关于回购注销限制性股票暨减少注册资本的债权人通知公告 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。 深圳诺普信作物科学股份有限公司(以下简称"公司")于 2025 年 5 月 16 日召开 2024 年年度股东大会,会议审议通过了《关于 2023 年限制性股票激励计 划回购注销已不符合激励条件激励对象已获授但尚未解锁的限制性股票的议案》, 同意公司回购注销上述已不符合激励条件激励对象已获授但尚未解锁的限制性 股票,回购股份数量合计为 370,000 股,回购股份予以注销并减少公司注册资本。 注销完成后公司股份总数将变更为 1,004,821,310 股。 根据《中华人民共和国公司法》等相关法律、法规的规定,公司特此通知债 权人,自本通知公告之日起 45 日内,凭有效债权证明文件及凭证向公司要求清 偿债务或提供相应担保。债权人如逾期未向公司申报上述要求,不会因此影响其 债权的有效性,相关债务(义务)将由公司根据原债权文件的约定继续 ...
诺普信(002215):蓝莓业务放量增长 促早技术优势显著
Xin Lang Cai Jing· 2025-05-10 02:32
Core Viewpoint - The company reported significant growth in its financial performance for 2024 and Q1 2025, with notable increases in revenue and net profit, driven by strong performance in fresh produce and pesticide formulation businesses [1][2]. Financial Performance - In 2024, the company achieved revenue of 5.29 billion yuan, a year-on-year increase of 28.4%, and a net profit of 580 million yuan, up 148.1% [1]. - For Q1 2025, revenue reached 2.1 billion yuan, reflecting a 15.0% year-on-year growth, with net profit at 630 million yuan, an increase of 38.0% [1]. Business Segments - The fresh produce segment saw a remarkable revenue increase of 251.28%, contributing to 40.5% of total revenue [2]. - The application of early harvesting technology improved gross margins in the planting business by 8 percentage points to 43.9% [2]. - The pesticide formulation business experienced over 30% revenue growth for major products like "Aifengshou" and "Maidongli," supported by a decline in raw material prices [2]. Operational Efficiency - The company expanded its key account (KA) customer base, with KA channel shipments exceeding 30% of total shipments [3]. - The expense ratios for sales, management, and finance in Q1 2025 were 7.7%, 5.9%, and 1.1%, respectively, showing a reduction compared to the previous year [3]. Future Outlook - The company anticipates an increase in blueberry planting area to over 35,000 acres, with a target yield of over 1.5 tons per acre, indicating continued growth in production [2]. - Revenue projections for 2025-2027 are estimated at 5.81 billion, 6.77 billion, and 7.31 billion yuan, with corresponding net profits of 829 million, 1.156 billion, and 1.33 billion yuan [3].
诺普信:2024年、2025Q1点评扣非后净利润同比增长167.68%,蓝莓效益凸显-20250510
海通国际· 2025-05-10 00:30
Investment Rating - The report assigns an "Outperform" rating to the company with a target price of RMB 13.80, based on a projected 15x PE for 2025 [1][9]. Core Insights - The company achieved a net profit attributable to shareholders of RMB 585 million in 2024, representing a year-on-year increase of 148.10%. The net profit after non-recurring items grew by 167.68% to RMB 511 million [1][9]. - Revenue for 2024 is expected to reach RMB 5.29 billion, reflecting a year-on-year growth of 28.37%. In Q4 2024, revenue surged to RMB 1.39 billion, marking a quarter-on-quarter increase of 182.01% and a year-on-year increase of 31.44% [1][9]. - Fresh product sales volume increased by 99.17% year-on-year, reaching 49,206.57 tons [1][9]. Financial Summary - The company’s financial projections for 2025-2027 indicate net profits of RMB 926 million, RMB 1.31 billion, and RMB 1.60 billion, with corresponding EPS of RMB 0.92, RMB 1.30, and RMB 1.59 [3][9]. - The company plans to distribute cash dividends totaling approximately RMB 352 million for 2024, with a payout ratio of 60.18% [1][9]. - The company has a net asset return rate projected to increase from 15.3% in 2024 to 28.4% by 2027 [3][9]. Yield and Land Resources - The company’s yield per acre is expected to grow from 1.3 tons/acre in the 2023/2024 season to over 1.4 tons/acre in the 2024/2025 season, driven by tree age and improved agricultural techniques [10]. - The company has transferred approximately 56,000 acres of land, with an expected production area of 35,000-40,000 acres by the 2025/2026 season [10].
诺普信(002215):2024年、2025Q1点评:扣非后净利润同比增长167.68%,蓝莓效益凸显
Haitong Securities International· 2025-05-09 11:29
Investment Rating - The report assigns an "Outperform" rating to the company with a target price of RMB 13.80, based on a projected 15x PE for 2025 [1][9]. Core Insights - The company achieved a net profit attributable to shareholders of RMB 585 million in 2024, representing a year-on-year increase of 148.10%. The net profit after non-recurring items grew by 167.68% to RMB 511 million [1][9]. - Revenue for 2024 is expected to reach RMB 5.29 billion, reflecting a year-on-year growth of 28.37%. In Q4 2024, revenue surged to RMB 1.39 billion, marking a quarter-on-quarter increase of 182.01% and a year-on-year increase of 31.44% [1][9]. - The company reported a significant increase in fresh product sales volume, which grew by 99.17% year-on-year to 49,206.57 tons [1][9]. Financial Summary - The financial projections for the company indicate a net profit attributable to shareholders of RMB 926 million, RMB 1.31 billion, and RMB 1.60 billion for the years 2025, 2026, and 2027, respectively. Corresponding EPS is projected at RMB 0.92, RMB 1.30, and RMB 1.59 [3][9]. - The company’s revenue is forecasted to grow from RMB 5.29 billion in 2024 to RMB 8.56 billion by 2027, with a compound annual growth rate of approximately 15.7% [3][9]. - The net asset return rate is expected to increase from 15.3% in 2024 to 28.4% by 2027, indicating improved profitability [3][9]. Operational Highlights - The company has successfully increased its yield per acre, achieving approximately 1.3 tons/acre in the 2023/2024 season and over 1.4 tons/acre in the 2024/2025 season, attributed to improved agricultural techniques and tree age [10]. - The company has transferred around 56,000 acres of land, with an expected production area of 35,000-40,000 acres by the 2025/2026 season, indicating strong growth potential in land utilization [10].
减持速报 | 大位科技(600589.SH)高大鹏拟减持3%,华胜天成(600410.SH)多高管拟集体减持
Xin Lang Cai Jing· 2025-04-30 03:27
Group 1 - Shareholders of Alade (301419.SZ) plan to reduce their holdings by no more than 1.50% within three months after 15 trading days through centralized bidding and/or block trading [1] - Shareholders of Dawi Technology (600589.SH) intend to reduce their holdings by no more than 3% within three months after 15 trading days through centralized bidding and block trading [1] - Employees of Dingzhi Technology (873593.BJ) have completed a reduction of 0.6431% of their holdings through centralized bidding [1] Group 2 - Shareholders of Aerospace Software (688562.SH) plan to reduce their holdings by no more than 1.00% through centralized bidding [2] - Shareholders of Hongqiang Co., Ltd. (002809.SZ) have completed their reduction plans, with reductions of 1%, 0.132%, and 0.021% respectively [2] - Shareholders of Huachangda (300278.SZ) plan to reduce their holdings by no more than 0.703% within three months after 15 trading days through centralized bidding [2] Group 3 - Shareholders of Liancheng CNC (835368.BJ) plan to reduce their holdings by no more than 2% within three months after 15 trading days through centralized bidding and block trading [3] - Shareholders of Meidixi (688202.SH) intend to reduce their holdings by no more than 2.23% within three months after 15 trading days through centralized bidding or block trading [3] - Shareholders of Meixin Technology (301577.SZ) plan to reduce their holdings by no more than 2.5% through centralized bidding and block trading [3] Group 4 - Shareholders of Wanda Film (002739.SZ) have completed their reduction plan, with a total reduction of 63,353,361 shares, accounting for 3.00% of the total share capital [4] - Shareholders of Xinghua New Materials (301077.SZ) plan to reduce their holdings by no more than 3% within three months after three trading days through centralized bidding and block trading [4] - Shareholders of Yinbao Shanneng (002786.SZ) have completed their reduction plan, with a total reduction of 9,912,100 shares, accounting for 2.00% of the total share capital [4] Group 5 - Shareholders of Intercontinental Oil and Gas (600759.SH) have completed their reduction plan, with a total reduction of 124,499,600 shares, accounting for 3% of the total share capital [5]
诺 普 信(002215) - 关于公司董事、高级管理人员减持计划实施完成的公告
2025-04-29 12:19
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:2025-019 深圳诺普信作物科学股份有限公司 关于公司董事、高级管理人员减持计划实施完成的公告 本公司及董事会全体成员保证公告内容真实、准确、完整,没有虚假记载、误 导性陈述或重大遗漏。 深圳诺普信作物科学股份有限公司(以下简称"公司")于2025年1月15日 披露了《关于公司董事、高级管理人员减持股份的预披露公告》(公告编号: 2025-002),公司董事、总经理高焕森先生持有本公司股份3,724,000股(占目 前公司总股本的0.37%),拟计划自该公告披露之日起15个交易日后的三个月内 以集中竞价交易方式减持本公司股份不超过404,000股(不超过目前公司总股本 的0.04%)。公司董事会秘书、董事长办公室主任莫谋钧先生持有本公司股份 1,260,000股(占目前公司总股本的0.13%),拟计划自该公告披露之日起15个交 易日后的三个月内以集中竞价交易方式减持本公司股份不超过80,000股(不超过 目前公司总股本的0.01%)。 公司近日收到董事、总经理高焕森先生和董事会秘书、董事长办公室主任莫 谋钧先生出具的《 ...
诺普信:高管减持股份48.4万股
news flash· 2025-04-29 11:07
诺普信(002215)公告,公司董事、总经理高焕森和董事会秘书、董事长办公室主任莫谋钧于2025年4 月28日通过集中竞价方式分别减持40.4万股和80000股,合计减持48.4万股,占公司总股本的0.05%。减 持后,高焕森持有332万股,占总股本的0.33%;莫谋钧持有118万股,占总股本的0.12%。此次减持符 合相关法律法规,不影响公司治理结构和持续经营。 ...