Core Viewpoint - The domestic high-end fruit market, particularly blueberries, is rapidly growing, with local varieties gaining popularity and quality that rivals or surpasses imported options [1][2][3] Group 1: Market Trends - The upcoming Spring Festival has led to a surge in the availability of domestic high-end fruits like blueberries, raspberries, and blackberries, which were previously mainly imported [1] - Domestic blueberries are now being sold at significantly lower prices compared to imports, with a 125g pack of local "giant" blueberries priced at 18.5 yuan, nearly 40% cheaper than similar imported varieties [2] - The market share of domestic high-end fruits has increased significantly, with growing consumer recognition and preference for local products [2] Group 2: Industry Development - Leading companies are leveraging agricultural technology to enhance planting techniques and drive standardization and scale in the industry [2][3] - Shenzhen Noposion Agricultural Science Co., Ltd. has invested over 4 billion yuan in the blueberry industry, establishing over 60 farms and 40 cold chain processing centers across Yunnan province [3] - The company aims to achieve over 2 billion yuan in sales for blueberries in the 2024-2025 season, positioning itself among the top sellers in China [3] Group 3: Policy and Future Outlook - The recent Central Document No. 1 emphasizes the importance of agricultural modernization and the need for technological innovation in the sector [3][4] - The fruit industry is now the third largest planting industry in China, following grains and vegetables, and is considered a vital pillar of the agricultural economy [4] - Companies are encouraged to capitalize on policy benefits and market opportunities while expanding their overseas market presence [4]

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：2026-010 深圳诺普信作物科学股份有限公司 二○二六年第一次临时股东会决议公告 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、本次股东会以现场投票和网络投票相结合的方式召开。 2、本次股东会无增加、变更、否决提案的情况，不涉及变更前次股东会决议。 一、会议召开和出席情况 1、会议召开情况 （1）现场召开时间：2026年2月4日（星期三）下午14:30 （6）公司董事会于2026年1月20日、2026年2月4日在巨潮资讯网等媒体上分 别向公司股东发布了关于召开本次股东会的通知、更正通知，公告了召开本次股 东会的时间、地点、出席会议对象、出席会议股东的登记办法及本次股东会审议 的相关事项。并在2025年11月26日及2026年1月20日对有关议案的内容进行了充分 披露。本次会议的召集、召开与表决程序符合《公司法》、《上市公司股东会规 则》、《深圳证券交易所股票上市规则》及《公司章程》等法律、法规及规范性 1 深圳诺普信作物科学股份有限公司公告 网络投票时间：2 ...

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 2026年第一次临时股东会的法律意见书 GLG/SZ/A2008/FY/2026-071 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2026年第一次临时股东 会（以下称"本次股东会"），对本次股东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 司股东会规则》（以下称《股东会规则》）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。 本法律意见书仅供公司本 ...

Market Overview - The planting industry sector increased by 0.28% compared to the previous trading day, with Xue Rong Biological leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up by 0.85%, while the Shenzhen Component Index closed at 14156.27, up by 0.21% [1] Top Gainers in Planting Sector - Xue Rong Biological (300511) closed at 6.27, up by 4.85% with a trading volume of 387,000 shares and a transaction value of 240 million [1] - Nongfa Seed Industry (600313) closed at 8.25, up by 4.04% with a trading volume of 2.6166 million shares and a transaction value of 2.121 billion [1] - Nuo Puxin (002215) closed at 11.49, up by 3.42% with a trading volume of 272,400 shares and a transaction value of 310 million [1] Top Losers in Planting Sector - Dunhuang He V (600354) closed at 7.15, down by 2.59% with a trading volume of 1.1124 million shares and a transaction value of 799 million [2] - Qiu Le Seed Industry (920087) closed at 19.82, down by 2.36% with a trading volume of 256,800 shares and a transaction value of 530 million [2] - Wanxiang Denong (600371) closed at 9.45, down by 1.97% with a trading volume of 346,300 shares and a transaction value of 329 million [2] Capital Flow Analysis - The planting industry sector experienced a net outflow of 709 million from main funds, while retail funds saw a net inflow of 504 million [2] - The main funds showed a net inflow in Xue Rong Biological of 36.2962 million, while retail funds had a net outflow of 14.1443 million [3] - Nuo Puxin had a net inflow from main funds of 29.0745 million, with retail funds also experiencing a net outflow of 789,280 [3]

Core Viewpoint - Shenzhen Noposion Agrochemical Co., Ltd. has issued a correction notice regarding the convening of its 2026 First Extraordinary General Meeting of Shareholders, addressing omissions in the proposal information [1][2]. Meeting Details - The meeting is scheduled for February 4, 2026, at 14:30, combining on-site and online voting methods [3][4][5]. - The record date for shareholders to attend the meeting is January 30, 2026 [6]. - The meeting will be held at the company's conference room located at 113 Water Reservoir Road, Xixiang, Bao'an District, Shenzhen [8]. Attendance and Voting - All shareholders registered by the record date, along with company directors and other senior management, are eligible to attend [6][7]. - Shareholders unable to attend can authorize a representative to vote on their behalf [6]. - The online voting will be available through the Shenzhen Stock Exchange system from 9:15 to 15:00 on the day of the meeting [12][19]. Proposal Review - The proposals to be reviewed at the meeting were approved in previous board meetings held on November 24, 2025, and January 19, 2026 [8]. - The proposals include significant matters affecting minority investors, requiring separate voting and disclosure for shareholders holding less than 5% of the company's shares [8]. Registration and Documentation - Registration for the meeting will take place on February 2, 2026, with specific times for both morning and afternoon sessions [9]. - Required documents for registration include identification and proof of shareholding [10]. Contact Information - The company has provided contact details for inquiries, including phone numbers and email addresses [12].

Core Viewpoint - The planting industry sector experienced a 0.9% increase on February 3, with Hainan Rubber leading the gains, while the overall market indices also showed positive performance [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4067.74, up 1.29% [1]. - The Shenzhen Component Index closed at 14127.1, up 2.19% [1]. Group 2: Individual Stock Performance - Hainan Rubber (601118) closed at 7.00, up 4.17%, with a trading volume of 1.1511 million shares and a turnover of 800.2 million yuan [1]. - Shennong Seed Industry (300189) closed at 8.13, up 2.91%, with a trading volume of 2.6958 million shares and a turnover of 2.158 billion yuan [1]. - Noposion (002215) closed at 11.11, up 2.30%, with a trading volume of 145,700 shares and a turnover of 160 million yuan [1]. - Hualu Biological (300970) closed at 21.99, up 1.52%, with a trading volume of 151,500 shares and a turnover of 113 million yuan [1]. - Honghui Zhaoshu (603336) closed at 9.24, up 1.32%, with a trading volume of 77,900 shares and a turnover of 71.5785 million yuan [1]. Group 3: Fund Flow Analysis - The planting industry sector saw a net outflow of 236 million yuan from main funds, while retail investors contributed a net inflow of 236 million yuan [2]. - The main funds showed a net inflow in stocks like Jinhai Seed Industry (002041) with 25.402 million yuan, while others like Hualu Biological (300970) experienced a net outflow of 6.1731 million yuan [3].

深圳诺普信作物科学股份有限公司公告 深圳诺普信作物科学股份有限公司 关于召开 2026 年第一次临时股东会的通知（更正后） 本公司及董事会全体成员保证信息披露的内容真实、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"）第七届董事会第十次会议（临 时）于2026年1月19日召开，会议决定于2026年2月4日在深圳市宝安区西乡水库路113号公司 七楼会议室召开公司2026年第一次临时股东会，本次股东会采用现场投票和网络投票相结合 的方式进行，审议公司董事会提交的议案。现将本次股东会有关事项通知如下： 一、召开会议的基本情况 1、股东会届次：2026 年第一次临时股东会 2、股东会的召集人：董事会 证券代码：002215 证券简称：诺 普 信 公告编号：2026-009 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所股票上 市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》等 法律、行政法规、部门规章、规范性文件及《公司章程》的有关规定。 4、会议时间： （1）现场会议时间：2026 年 2 月 4 日 14: ...

证券代码：002215 证券简称：诺普信 公告编号：2026-008 深圳诺普信作物科学股份有限公司公告 深圳诺普信作物科学股份有限公司 关于召开2026年第一次临时股东会通知的更正公告 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 2026 年 1 月 20 日披露了《关于召开 2026 年第一次临时股东会的通知》。经事后审查发现，有 关提案信息子议案设置有遗漏，现对上述公告中部分内容进行更正，内容如下： 更正前： 二、会议审议事项 | 提案 | | | 备注 | | --- | --- | --- | --- | | 编码 | 提案名称 | 提案类型 | 该列打勾的栏 | | | | | 目可以投票 | | 100 | 总议案：除累积投票提案外的所有提案 | 非累积投票提案 | √ | | 1.00 | 关于公司符合向特定对象发行股票条件的议案 | 非累积投票提案 | √ | | 2.00 | 关于公司向特定对象发行股票方案的议案 | 非累积投票提案 | √ | | 3.00 | 关于公司 2025 年度向 ...

Investment Rating - The report assigns an "Accumulate" rating for the industry [3] Core Insights - The price of piglets follows a clear historical pattern, with expectations for continued price increases followed by a decline around May/June. A significant capacity reduction cycle is anticipated in 2026, primarily occurring in the second half of the year, while stock prices are expected to start rising in the first half [5][6] - The report emphasizes that piglet prices are influenced by production patterns, with December and January being peak slaughter months, leading to increased demand for piglets. Conversely, supply remains relatively stable, which can lead to price increases when demand surges [7] - The report highlights that piglet prices do not correlate with pig price expectations and cannot be used to predict pig prices. The annual variations in piglet prices are consistent, while pig prices fluctuate yearly, indicating a lack of direct relationship [7] - The report recommends focusing on the pig farming sector, predicting a significant capacity reduction cycle in 2026. It suggests that the first half of 2026 will resemble the first half of 2023, with losses in fat pigs but profits in piglets, leading to a smoother capacity reduction after the anticipated price drop in May/June [7] - Key companies to watch include Muyuan Foods, Wens Foodstuff Group, Tiankang Biological, Juxing Agriculture, and Shennong Group, as their valuations are currently at the bottom, with potential for stock price increases as the industry faces losses and clearer capacity reduction trends [7][8] Summary by Sections Historical Price Trends - Piglet prices exhibit a clear historical trend, typically bottoming out in December/January and peaking in May/June. The fluctuations are tied to seasonal production patterns and demand cycles [5][7] Production and Supply Dynamics - The report discusses the relationship between supply and demand, noting that while supply is stable, demand spikes during certain months can lead to price increases. The cyclical nature of pig farming is highlighted, with adjustments made to align production with demand [7] Investment Opportunities - The report identifies a significant capacity reduction cycle in the pig farming industry for 2026, suggesting that investors should focus on companies with strong fundamentals and current low valuations, as they are likely to benefit from the anticipated market changes [7][8]

证券日报网讯1月29日，诺普信（002215）在互动平台回答投资者提问时表示，公司种植的蓝莓是拥有 知识产权保护的专利品种，无法外流。 ...