Core Viewpoint - The stock of Noposion Agricultural Science Co., Ltd. has experienced fluctuations, with a recent decline of 2.08% and a total market capitalization of 11.36 billion yuan, indicating potential investor concerns and market volatility [1]. Company Overview - Noposion Agricultural Science Co., Ltd. was established on September 18, 1999, and listed on February 18, 2008. The company specializes in integrated agricultural protection products, technologies, and services, with main products including pesticide formulations, plant nutrition, and pesticide adjuvants [2]. - The revenue composition of Noposion includes fresh consumption products (49.14%), insecticides (18.67%), fungicides (15.42%), plant nutrition (8.26%), herbicides (5.80%), plant growth regulators and adjuvants (1.20%), and other categories [2]. Financial Performance - For the first half of 2025, Noposion achieved a revenue of 3.68 billion yuan, representing a year-on-year growth of 8.20%, and a net profit attributable to shareholders of 648 million yuan, reflecting a growth of 17.35% [2]. - Since its A-share listing, Noposion has distributed a total of 1.77 billion yuan in dividends, with 653 million yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Noposion increased by 21.47% to 43,800, with an average of 17,944 circulating shares per person, a decrease of 17.01% [2]. - Notable changes in institutional holdings include Hong Kong Central Clearing Limited becoming the third-largest circulating shareholder with 23.26 million shares, and Southern CSI 1000 ETF entering as the ninth-largest shareholder with 6.50 million shares [3].

Core Insights - The agriculture sector experienced a decline of 0.43% on October 16, with Nopson leading the drop [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Sector Performance - Notable gainers in the agriculture sector included: - Wanxiang Denong (Code: 600371) with a closing price of 9.35, up 1.85% and a trading volume of 158,900 shares [1] - Qiule Seed Industry (Code: 920087) with a closing price of 17.26, up 1.29% and a trading volume of 95,400 shares [1] - Hainan Rubber (Code: 601118) with a closing price of 5.44, up 1.12% and a trading volume of 390,200 shares [1] - Conversely, Nopson (Code: 002215) led the decline with a closing price of 11.54, down 4.63% and a trading volume of 297,000 shares [2] Capital Flow - The agriculture sector saw a net outflow of 160 million yuan from institutional investors, while retail investors contributed a net inflow of 155 million yuan [2] - The detailed capital flow for selected stocks showed: - Shennong Seed Industry (Code: 300189) had a net inflow of 11.35 million yuan from institutional investors [3] - Su Kuan Agricultural Development (Code: 601952) had a net inflow of 10.08 million yuan from institutional investors [3] - Notable outflows were observed in Nopson with a net outflow of 1.68 million yuan from institutional investors [3]

Market Overview - The planting industry sector rose by 0.33% on October 14, with Qiu Le Seed Industry leading the gains [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Stock Performance - Qiu Le Seed Industry (code: 920087) closed at 18.10, up 6.16% with a trading volume of 169,200 shares and a transaction value of 294 million [1] - Other notable performers include: - Shen Nong Seed Industry (code: 681000E) at 4.81, up 2.78% with a volume of 2.06 million shares [1] - Zhongxing Fungi Industry (code: 002772) at 10.47, up 2.05% with a volume of 325,800 shares [1] - Dunhuang Seed Industry (code: 600354) at 6.56, up 2.02% with a volume of 496,000 shares [1] Capital Flow - The planting industry sector experienced a net outflow of 54.07 million from main funds, while retail funds saw a net inflow of 8.37 million [2] - The main funds' net inflow and outflow for specific stocks include: - Shen Nong Seed Industry: net inflow of 37.01 million [3] - Dunhuang Seed Industry: net inflow of 17.90 million [3] - Zhongxing Fungi Industry: net inflow of 17.41 million [3]

Core Viewpoint - Noposion's stock price has experienced fluctuations, with a recent decline of 2.08% and a year-to-date increase of 12.68%, indicating volatility in market performance [1]. Company Overview - Noposion Agricultural Science Co., Ltd. is based in Shenzhen, Guangdong, and was established on September 18, 1999, with its IPO on February 18, 2008. The company specializes in integrated agricultural protection products, technologies, and services, including pesticide formulations, plant nutrition, and pesticide adjuvants [2]. - The revenue composition of Noposion includes fresh consumption products (49.14%), insecticides (18.67%), fungicides (15.42%), plant nutrition (8.26%), herbicides (5.80%), plant growth regulators and adjuvants (1.20%), other products (1.09%), crop series (0.26%), and agricultural services and trade (0.15%) [2]. - Noposion is classified under the agricultural sector, specifically in the subcategory of other planting industries, and is associated with concepts such as mid-cap stocks, margin trading, smart agriculture, land transfer, and industrial hemp [2]. Financial Performance - For the first half of 2025, Noposion reported a revenue of 3.679 billion yuan, reflecting a year-on-year growth of 8.20%, and a net profit attributable to shareholders of 648 million yuan, which is a 17.35% increase compared to the previous year [2]. - Since its A-share listing, Noposion has distributed a total of 1.767 billion yuan in dividends, with 653 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Noposion had 43,800 shareholders, an increase of 21.47% from the previous period, with an average of 17,944 circulating shares per shareholder, down by 17.01% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest with 23.2563 million shares, while Southern CSI 1000 ETF ranks ninth with 6.4971 million shares, both being new shareholders [3].

Group 1 - The company, Noposion (002215), has stated that it cultivates blueberries using soilless substrate, which has a lifecycle of over five years [1]

证券日报网讯诺普信（002215）9月30日在互动平台回答投资者提问时表示，公司没有将爱莓庄农业集 团拆分到香港独立上市的计划。 ...

Core Viewpoint - The company, Noposion (002215), confirmed on September 30 that there are no significant matters that should have been disclosed but were not [1] Group 1 - The company responded to investor inquiries on an interactive platform [1] - The statement emphasizes transparency regarding the company's disclosures [1]

Core Viewpoint - The company has no plans to spin off the Aimei Zhuang Agricultural Group for independent listing in Hong Kong [1] Summary by Categories - **Company Plans** - The company confirmed that there are no plans to separate the Aimei Zhuang Agricultural Group for an independent listing in Hong Kong [1]

Core Insights - The agriculture sector saw a rise of 0.53% on September 29, with Huagu Green Biological leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Sector Performance - Huagu Green Biological (300970) closed at 14.87, up 4.72% with a trading volume of 112,200 shares and a transaction value of 167 million yuan [1] - Honghui Fruits and Vegetables (603336) closed at 9.30, up 3.56% with a trading volume of 206,000 shares and a transaction value of 192 million yuan [1] - Nopson (002215) closed at 13.19, up 3.29% with a trading volume of 265,100 shares and a transaction value of 345 million yuan [1] - Other notable performers include Zhongxing Fungi (002772) up 2.96% and Boyuan Technology (600883) up 1.65% [1] Capital Flow - The agriculture sector experienced a net outflow of 1.1214 million yuan from institutional investors, while retail investors saw a net outflow of 2.31393 million yuan [2] - Speculative funds had a net inflow of 24.2607 million yuan [2] Individual Stock Capital Flow - Zhongxing Fungi (002772) had a net outflow of 34.5787 million yuan from institutional investors, while retail investors saw a net outflow of 44.4090 million yuan [3] - Nopson (002215) experienced a net inflow of 17.3122 million yuan from institutional investors, but a net outflow of 17.7197 million yuan from retail investors [3] - Honghui Fruits and Vegetables (603336) had a net inflow of 15.4201 million yuan from institutional investors, with a net outflow of 15.9274 million yuan from retail investors [3]

Core Insights - The article highlights the recognition of Aimeizhuang as the leading producer of blueberries in China for the 2024/2025 season, awarded by Frost & Sullivan at the Asia International Fruit and Vegetable Expo in Hong Kong [1] - Shenzhen Noposion Crop Science Co., Ltd. is leveraging its expertise in the blueberry industry to establish a complete supply chain from cultivation to brand sales, focusing on a single specialty crop model [1][2] Company Developments - Aimeizhuang has developed over 50,000 acres of substrate blueberry bases in Yunnan since establishing its first farm in 2020, positioning itself among the top producers globally [1] - For the 2024/2025 production season, Aimeizhuang plans to utilize nearly 30,000 acres of greenhouse space, expecting a yield exceeding 40,000 tons, with exports to over 10 countries and regions including Japan and Southeast Asia [1] Research and Technology - Noposion's R&D center is actively engaged in various agricultural research areas, including water-based pesticide formulations and biological pest control, with a team of over 100 PhD and master's degree holders conducting field research [1][2] - The company employs digital technology to create a comprehensive management system that monitors plant health and optimizes supply chain processes, ensuring high-quality and high-yield blueberry production [2] Strategic Vision - Noposion aims to redefine Chinese agriculture by adopting an industrialized and standardized approach, aspiring to align with world-class agricultural standards and envisioning the future of agriculture over the next 30 to 50 years [2]